Executive and virtual presentations of 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

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