# Executive and virtual presentations of a vision

*Platform Strategy Designer Study Guide · Intangible Deliverables · Last updated November 2, 2026 · https://www.certifyforce.com/study-guide/platform-strategy-designer/intangible-deliverables/executive-and-virtual-presentations-of-a-vision*

How to present a vision to the audience in front of you: researching executives, the executive summary and deck structure, preparing for the unexpected, keeping a remote audience engaged with story, questions, teammates and webcams, and using walking decks and insights workshops with leaders.

- Certification: Salesforce Platform Strategy Designer
- Exam section: Intangible Deliverables
- Study guide: https://www.certifyforce.com/study-guide/platform-strategy-designer

**Official exam objective:**

> Given an audience description, identify the best presentation techniques for communicating a vision.

## What the exam expects

- Research an executive audience first, then write an executive summary and a deck whose first slide stands alone.
- Present the what in one sentence, the plan with data, phases with go/no-go gates, costs with forecast savings, and a closing call to action.
- Prepare an in-room presentation for questions and equipment failure.
- Keep a remote audience engaged: story structure, timed open questions, planned Q&A, a chat monitor, sparing webcam use, a second organizer and a backup tool.
- Use a walking deck and an insights workshop (room layout, pauses, open questions) to align leaders on research.
- Key terms: **executive summary** (a brief summary of the project plan); **go/no-go decision point** (a gate assessing a completed phase before moving on); **maximum engagement** (keeping a remote audience as attentive as if you were in the room); **walking deck** (a summary of no more than 10 slides that informs and persuades, even without you); **insights workshop** (where decision-makers discuss research, not just absorb it).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| First outline step | Research the executives | [Outline Your Presentation](https://trailhead.salesforce.com/content/learn/modules/executive-team-presentations/outline-your-presentation) |
| The what | One sentence is best | [Present to Executives](https://trailhead.salesforce.com/content/learn/modules/executive-team-presentations/present-to-executives) |
| Benchmarks, cost, value, risks | Belong in the why | [Present to Executives](https://trailhead.salesforce.com/content/learn/modules/executive-team-presentations/present-to-executives) |
| Initial cost estimate | Will guide the project's budget | [Craft Your Project Presentation](https://trailhead.salesforce.com/content/learn/modules/executive-team-presentations/craft-an-effective-project-presentation) |
| Stop-points | Go/no-go gates assessing a completed phase | [Craft Your Project Presentation](https://trailhead.salesforce.com/content/learn/modules/executive-team-presentations/craft-an-effective-project-presentation) |
| Maximum engagement | Clear, concise, credible, compelling | [Connect with Your Audience Virtually](https://trailhead.salesforce.com/content/learn/modules/virtual-presentations-public/connect-with-your-audience-virtually-public) |
| Voice | 80 percent of remote personal impact | [Engage with Your Audience](https://trailhead.salesforce.com/content/learn/modules/virtual-presentations-public/engage-with-your-audience-public) |
| Slide movement | Every 20 to 45 seconds | [Produce Engaging Audio and Video](https://trailhead.salesforce.com/content/learn/modules/virtual-presentations-public/produce-engaging-audio-and-video-public) |
| Music | No longer than 5-6 seconds, start or end only | [Produce Engaging Audio and Video](https://trailhead.salesforce.com/content/learn/modules/virtual-presentations-public/produce-engaging-audio-and-video-public) |
| Walking deck | No more than 10 slides; methods in an appendix | [Learn How to Tell the Story](https://trailhead.salesforce.com/content/learn/modules/research-for-design-strategy/learn-how-to-tell-the-story) |

## Check yourself

- Which six tips improve your remote speaking voice?
- Why keep backup "for example" questions in reserve?
- When executives raise extra risks during the discussion, what should you do?
- Why listen closely while stakeholders react in an insights workshop?

## Sources

- [Outline Your Presentation](https://trailhead.salesforce.com/content/learn/modules/executive-team-presentations/outline-your-presentation)
- [Present to Executives](https://trailhead.salesforce.com/content/learn/modules/executive-team-presentations/present-to-executives)
- [Craft Your Project Presentation](https://trailhead.salesforce.com/content/learn/modules/executive-team-presentations/craft-an-effective-project-presentation)
- [Connect with Your Audience Virtually](https://trailhead.salesforce.com/content/learn/modules/virtual-presentations-public/connect-with-your-audience-virtually-public)
- [Create for Maximum Engagement](https://trailhead.salesforce.com/content/learn/modules/virtual-presentations-public/create-for-maximum-engagement-public)
- [Engage with Your Audience](https://trailhead.salesforce.com/content/learn/modules/virtual-presentations-public/engage-with-your-audience-public)
- [Produce Engaging Audio and Video](https://trailhead.salesforce.com/content/learn/modules/virtual-presentations-public/produce-engaging-audio-and-video-public)
- [Utilize Virtual Delivery Tools](https://trailhead.salesforce.com/content/learn/modules/virtual-presentations-public/utilize-virtual-delivery-tools-public)
- [Learn How to Tell the Story](https://trailhead.salesforce.com/content/learn/modules/research-for-design-strategy/learn-how-to-tell-the-story)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 20 linked practice questions, and unlimited timed mock exams are included with the Platform Strategy Designer pack (USD $19): https://www.certifyforce.com/practice-exams