How to make a KPI presentation to the executive board in an objective way


how to create an objective presentation


The story is always the same when you have to present the results achieved by the company: the employees get anxious to know whether the goals have been met, whether they will receive a bonus or profit share, and the managers are on the verge of a nervous breakdown.

Does that sound familiar? Well, as a matter of fact, the nervous breakdown can be avoided.

There are ways to easily create and perform an objective presentation on the company’s results so that it will be clear enough to avoid doubts among the employees because of the lack of objectivity.

Do you want to know how to create and perform a results presentation to the executive board without stressing yourself out?

So check our tips for creating and performing the presentation, whether it is a goals-and-results presentation, a monthly outcome meeting, a sales performance disclosure, or any other kind of results presentation, and get more confident about yourself.

After reading this article, you will be able to clearly, briefly, and efficiently explain the results achieved by the team.

How to create a results presentation for the executive board

Before checking our tips for creating a presentation, a question: do you know what a results presentation is?

See how easy it is to understand what a company’s results presentation is:

It is a formal meeting during which performance indicators (KPIs) and other relevant business data are disclosed to the executive board (or other people, depending on the case), generally using a slide presentation in a meeting room or even in an auditorium.

Did you understand what a company’s results presentation is?

So, let’s get to the tips!

1 – Know what you’re talking about

Study the figures to have them on the tip of the tongue.

It seems obvious, but a lot of managers make a mistake of asking another person to create the presentation.

The figures are important to you and will point out the company’s north star after detailed analysis, so it is important that you understand them and learn what they represent to the company.

Only after you know what you’re talking about, you move forward to the next tip.

2 – Write down the results

Before creating the presentation, select the main topics that need to be shared with the people that will be at the meeting: reached and unreached goals; fixed and variable operation costs; gross and net revenue and profit. Have at hand the monthly and annual figures; that helps a lot to create the presentation.

For details of team goals, it is important to differentiate the costs and profit generated by each area, when possible.

In the case of trading companies, it is also important to have at hand the contribution margin of each product to the closing balance.

Also, select data such as assets, liabilities, and equity to show.

3 – Know your audience

Depending on the audience, the approach changes: it is different to talk to shareholders, to a technical team or to all the employees of a company.

There is no need to share certain information with some areas; on the other hand, other areas need detailed feedback, so you can set new goals for the next cycle depending on the situation.

4 – Create the results presentation

What kind of infrastructure will be available to you?

An auditorium or a meeting room? A TV, a laptop, or a big screen?

All this influences to compose the best way to present the data.

Arrange the results in a nice PowerPoint presentation, depending on the size of the screen available.

Check how much time you will have available because that will determine the detail level in your presentation. Keep in mind that the shorter the explanation is, the easier it is to keep the audience paying attention to you.

Do not be afraid to hand everything on a plate: start by presenting all the main data when the audience has the maximum level of attention.

Make clear which areas have met their goals, which ones have not, the operational costs and results. In other words: the profit achieved.

Also, use graphic resources to facilitate the data objective presentation, preferably month by month — Excel creates the graphics alone, you just have to insert the data correctly.

Finish your presentation and take some time for questions — which you will be able to answer if you followed our tips.

Do you have all the data required to create your results presentation?

Siteware has developed the STRATWs One, a corporate performance management software that will provide all the data you need in real-time.

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