how to prepare a presentation

How to Prepare a Presentation in 12 Steps

May 26, 2019

If you have a presentation coming up, you want to be sure that you prepare your presentation properly.

This step-by-step guide will make your life easier.

This summarises many of the points that arise when we work with our clients to develop confident and effective presentations.

You will save yourself a huge amount of time by following this planning process and use the right tools:

How to prepare a presentation

1. Do NOT open PowerPoint

2. Be clear on who your audience is and what you want to achieve.

For example, you might be addressing just 10 people in an audience of 1000

Or you might want everyone in the room to change their behaviour slightly. The more tightly you define your objective, the greater your chance of success. The better you understand your audience, their fears, concerns and desires, the more focused you will be.

3. Have a single message that summarises your talk

Boil down what you want to say into a single sentence.

This phrase should encapsulates your presentation. Avoid vague statements like “I want to tell them about our new product” The sharper this message, the better.

4. Break down your presentation into clear parts 

A three part structure is often the most effective.

For each part of your presentation, have a clear message.

5. Start your presentation with a high impact statement

Work out something that will make people sit up and listen.

Tell them what you are going to tell them.  Get them excited.

6. Identify stories, anecdotes and examples

Find ones to support your messages.

The more you illustrate what you want to say with a real story, the more powerful your presentation becomes. The best stories are personal real life examples. Bring it to life with memorable phrases.

7. Finish your presentation with a clear message, request or call to action

What you say last will be remembered best.

8. Use good clear simple language

Cut out all jargon or corporate speak

9. Incorporate pauses, short sentences, great eye contact 

A presentation is a performance.

f you look and sound good there is a better chance of success in your presentation

10. Work out what questions you could be asked

Practice how you will answer them using tried and tested question answering techniques.

11. Now, work out if you really need any visual aids or handouts

You may now decide that some charts, diagrams, pictures will help get your message across even more powerfully.

12. Practise, practise, practise

Use a critical knowledgeable audience and a camera to refine your performance.  The more your rehearse and perfect, the better you will get.


If you want individual help preparing and perfecting your next presentation, please  contact us today


Help me prepare a powerful presentation

About Benjamin Ball Associates

When we started, 10 years ago, we had a simple goal of being the best financial and investor presentation training company, helping firms improve their pitches, talks and presentations.

We are real experts in improving financial and investor presentations. Much of our work is in financial services and particularly private equity.

Our team stands out because we have relevant backgrounds – having worked in corporate finance, stockbroking, journalism and PR.

Clients tell us they keep using us because they get expert advice, practical help and fast results.

And they tell us that we deliver amazing value for money.


Help me prepare a powerful presentation

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What Our Clients Say

“BBA transformed our pitch into a compelling investment narrative. They undoubtedly helped us secure Sky TV as an investor.”

Gerry Bastable  Director, Blast Films

“The new presentation properly represents the institutional quality of our fund. It has been a step change for us.”

Erwin de Kleijn Head of IR, Saemor Capital

“We were very pleased…[BBA]  helped us define and explain our unique value proposition. As a result we have attracted new and different investors.”

Florian Kemmerich  Managing Partner, Bamboo Capital Partners


To Learn More…

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Client Services Director
Louise Angus
+44 (0)20 7018 0922