Presentation of Engagement Reports: Valdez, Lawrence R

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Presentation of
Valdez, Lawrence R.

Engagement Reports
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Why do we need
To ?

Because we have to
communicate results.

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onsultants have difficulty presenting


hard work
They require creativity, discipline, and intense
mental effort.

risks
It is normal for a consultant’s anxiety factor to
escalate as the end of the engagement
approaches

communication
Communication is not a well-developed skill area
for many consultants

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what to say

Preparing
For the
Presentation

How to say it

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Deciding 5

1
what to say
Keep a list of ideas and observations as the
project progresses.

2 Add handwritten summary or highlight


points.

3
Use the Delphi research technique with the other
members of the engagement team to develop a
list of important points.

4 Try to “psyche out” the client.

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How to say 6

1 it
Purpose of the engagement

2 Contractual Requirements.

3 Time the consultant has available to


prepare

4 Size of the budget for the


project

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Type of presentation that best fits the
personality of the client

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Logistics, that is, whether the presentation must be
made to one person, to several people in different
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cities etc.
Written Presentation
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The classical method of presenting is the written report. Many clients find
written reports comfortable or simply expect them

F IF DO GS C P
Formal Informal Discussion Graphic Charts, Prospectus and
Letters and Outlines SummariesDiagrams, Layouts,Manuals
Memoranda And Matrix Arrays
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ing and Developing Written M
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Deciding on the type of written presentation to make is relatively easy


compared to the actual writing.

P O
Preparing to Organizing the
write Material
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How to present
Written reports?

The critical moment is when the consultant’s


creation is actually transferred to the client. The
transfer is an important event that always has a
“moment of truth” aura.

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How to prepare

In-Person
Presentations

Making the presentation

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How to 11

1 prepare
Length of time for the
presentation

2 Timing

3 Size of the audience

4 Composition of
audience

5 Atmosphere

6 Dress WWW.SLIDEFOREST.COM
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Making the presentation

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13

Presentation of
Valdez, Lawrence R.

Engagement Reports
WWW.SLIDEFOREST.COM

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