I have worked with clients in helping them prepare for a presentation to their Board of Directors, a political body like a Board of Supervisors or City Council, or to an executive team.

If you are preparing for one of these scenarios, here are the some of the elements you should consider addressing.

State why you are there. Are you making a recommendation, giving a progress report or informing them of a new project?

Give a brief history of how you/they got to this point.

If you are requesting an action or their consideration, why do you need to do this now?

How will this change the present state of things?

What are the benefits?

What are the consequences if you don’t take this action?

Is this one-of-a-kind? Are other organizations doing this?

How will it be measured?

What is the cost?

What is the time frame to complete this?

Re-state the recommendation.

I would love to hear from those of you with this type of experience.  What would you add to this list?




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