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Blog Beginner Guides How To Make a Good Presentation [A Complete Guide]

How To Make a Good Presentation [A Complete Guide]

Written by: Krystle Wong Jul 20, 2023

How to make a good presentation

A top-notch presentation possesses the power to drive action. From winning stakeholders over and conveying a powerful message to securing funding — your secret weapon lies within the realm of creating an effective presentation .  

Being an excellent presenter isn’t confined to the boardroom. Whether you’re delivering a presentation at work, pursuing an academic career, involved in a non-profit organization or even a student, nailing the presentation game is a game-changer.

In this article, I’ll cover the top qualities of compelling presentations and walk you through a step-by-step guide on how to give a good presentation. Here’s a little tip to kick things off: for a headstart, check out Venngage’s collection of free presentation templates . They are fully customizable, and the best part is you don’t need professional design skills to make them shine!

These valuable presentation tips cater to individuals from diverse professional backgrounds, encompassing business professionals, sales and marketing teams, educators, trainers, students, researchers, non-profit organizations, public speakers and presenters. 

No matter your field or role, these tips for presenting will equip you with the skills to deliver effective presentations that leave a lasting impression on any audience.

Click to jump ahead:

What are the 10 qualities of a good presentation?

Step-by-step guide on how to prepare an effective presentation, 9 effective techniques to deliver a memorable presentation, faqs on making a good presentation, how to create a presentation with venngage in 5 steps.

When it comes to giving an engaging presentation that leaves a lasting impression, it’s not just about the content — it’s also about how you deliver it. Wondering what makes a good presentation? Well, the best presentations I’ve seen consistently exhibit these 10 qualities:

1. Clear structure

No one likes to get lost in a maze of information. Organize your thoughts into a logical flow, complete with an introduction, main points and a solid conclusion. A structured presentation helps your audience follow along effortlessly, leaving them with a sense of satisfaction at the end.

Regardless of your presentation style , a quality presentation starts with a clear roadmap. Browse through Venngage’s template library and select a presentation template that aligns with your content and presentation goals. Here’s a good presentation example template with a logical layout that includes sections for the introduction, main points, supporting information and a conclusion: 

presentation planning checklist

2. Engaging opening

Hook your audience right from the start with an attention-grabbing statement, a fascinating question or maybe even a captivating anecdote. Set the stage for a killer presentation!

The opening moments of your presentation hold immense power – check out these 15 ways to start a presentation to set the stage and captivate your audience.

3. Relevant content

Make sure your content aligns with their interests and needs. Your audience is there for a reason, and that’s to get valuable insights. Avoid fluff and get straight to the point, your audience will be genuinely excited.

4. Effective visual aids

Picture this: a slide with walls of text and tiny charts, yawn! Visual aids should be just that—aiding your presentation. Opt for clear and visually appealing slides, engaging images and informative charts that add value and help reinforce your message.

With Venngage, visualizing data takes no effort at all. You can import data from CSV or Google Sheets seamlessly and create stunning charts, graphs and icon stories effortlessly to showcase your data in a captivating and impactful way.

presentation planning checklist

5. Clear and concise communication

Keep your language simple, and avoid jargon or complicated terms. Communicate your ideas clearly, so your audience can easily grasp and retain the information being conveyed. This can prevent confusion and enhance the overall effectiveness of the message. 

6. Engaging delivery

Spice up your presentation with a sprinkle of enthusiasm! Maintain eye contact, use expressive gestures and vary your tone of voice to keep your audience glued to the edge of their seats. A touch of charisma goes a long way!

7. Interaction and audience engagement

Turn your presentation into an interactive experience — encourage questions, foster discussions and maybe even throw in a fun activity. Engaged audiences are more likely to remember and embrace your message.

Transform your slides into an interactive presentation with Venngage’s dynamic features like pop-ups, clickable icons and animated elements. Engage your audience with interactive content that lets them explore and interact with your presentation for a truly immersive experience.

presentation planning checklist

8. Effective storytelling

Who doesn’t love a good story? Weaving relevant anecdotes, case studies or even a personal story into your presentation can captivate your audience and create a lasting impact. Stories build connections and make your message memorable.

A great presentation background is also essential as it sets the tone, creates visual interest and reinforces your message. Enhance the overall aesthetics of your presentation with these 15 presentation background examples and captivate your audience’s attention.

9. Well-timed pacing

Pace your presentation thoughtfully with well-designed presentation slides, neither rushing through nor dragging it out. Respect your audience’s time and ensure you cover all the essential points without losing their interest.

10. Strong conclusion

Last impressions linger! Summarize your main points and leave your audience with a clear takeaway. End your presentation with a bang , a call to action or an inspiring thought that resonates long after the conclusion.

In-person presentations aside, acing a virtual presentation is of paramount importance in today’s digital world. Check out this guide to learn how you can adapt your in-person presentations into virtual presentations . 

Peloton Pitch Deck - Conclusion

Preparing an effective presentation starts with laying a strong foundation that goes beyond just creating slides and notes. One of the quickest and best ways to make a presentation would be with the help of a good presentation software . 

Otherwise, let me walk you to how to prepare for a presentation step by step and unlock the secrets of crafting a professional presentation that sets you apart.

1. Understand the audience and their needs

Before you dive into preparing your masterpiece, take a moment to get to know your target audience. Tailor your presentation to meet their needs and expectations , and you’ll have them hooked from the start!

2. Conduct thorough research on the topic

Time to hit the books (or the internet)! Don’t skimp on the research with your presentation materials — dive deep into the subject matter and gather valuable insights . The more you know, the more confident you’ll feel in delivering your presentation.

3. Organize the content with a clear structure

No one wants to stumble through a chaotic mess of information. Outline your presentation with a clear and logical flow. Start with a captivating introduction, follow up with main points that build on each other and wrap it up with a powerful conclusion that leaves a lasting impression.

Delivering an effective business presentation hinges on captivating your audience, and Venngage’s professionally designed business presentation templates are tailor-made for this purpose. With thoughtfully structured layouts, these templates enhance your message’s clarity and coherence, ensuring a memorable and engaging experience for your audience members.

Don’t want to build your presentation layout from scratch? pick from these 5 foolproof presentation layout ideas that won’t go wrong. 

presentation planning checklist

4. Develop visually appealing and supportive visual aids

Spice up your presentation with eye-catching visuals! Create slides that complement your message, not overshadow it. Remember, a picture is worth a thousand words, but that doesn’t mean you need to overload your slides with text.

Well-chosen designs create a cohesive and professional look, capturing your audience’s attention and enhancing the overall effectiveness of your message. Here’s a list of carefully curated PowerPoint presentation templates and great background graphics that will significantly influence the visual appeal and engagement of your presentation.

5. Practice, practice and practice

Practice makes perfect — rehearse your presentation and arrive early to your presentation to help overcome stage fright. Familiarity with your material will boost your presentation skills and help you handle curveballs with ease.

6. Seek feedback and make necessary adjustments

Don’t be afraid to ask for help and seek feedback from friends and colleagues. Constructive criticism can help you identify blind spots and fine-tune your presentation to perfection.

With Venngage’s real-time collaboration feature , receiving feedback and editing your presentation is a seamless process. Group members can access and work on the presentation simultaneously and edit content side by side in real-time. Changes will be reflected immediately to the entire team, promoting seamless teamwork.

Venngage Real Time Collaboration

7. Prepare for potential technical or logistical issues

Prepare for the unexpected by checking your equipment, internet connection and any other potential hiccups. If you’re worried that you’ll miss out on any important points, you could always have note cards prepared. Remember to remain focused and rehearse potential answers to anticipated questions.

8. Fine-tune and polish your presentation

As the big day approaches, give your presentation one last shine. Review your talking points, practice how to present a presentation and make any final tweaks. Deep breaths — you’re on the brink of delivering a successful presentation!

In competitive environments, persuasive presentations set individuals and organizations apart. To brush up on your presentation skills, read these guides on how to make a persuasive presentation and tips to presenting effectively . 

presentation planning checklist

Whether you’re an experienced presenter or a novice, the right techniques will let your presentation skills soar to new heights!

From public speaking hacks to interactive elements and storytelling prowess, these 9 effective presentation techniques will empower you to leave a lasting impression on your audience and make your presentations unforgettable.

1. Confidence and positive body language

Positive body language instantly captivates your audience, making them believe in your message as much as you do. Strengthen your stage presence and own that stage like it’s your second home! Stand tall, shoulders back and exude confidence. 

2. Eye contact with the audience

Break down that invisible barrier and connect with your audience through their eyes. Maintaining eye contact when giving a presentation builds trust and shows that you’re present and engaged with them.

3. Effective use of hand gestures and movement

A little movement goes a long way! Emphasize key points with purposeful gestures and don’t be afraid to walk around the stage. Your energy will be contagious!

4. Utilize storytelling techniques

Weave the magic of storytelling into your presentation. Share relatable anecdotes, inspiring success stories or even personal experiences that tug at the heartstrings of your audience. Adjust your pitch, pace and volume to match the emotions and intensity of the story. Varying your speaking voice adds depth and enhances your stage presence.

presentation planning checklist

5. Incorporate multimedia elements

Spice up your presentation with a dash of visual pizzazz! Use slides, images and video clips to add depth and clarity to your message. Just remember, less is more—don’t overwhelm them with information overload. 

Turn your presentations into an interactive party! Involve your audience with questions, polls or group activities. When they actively participate, they become invested in your presentation’s success. Bring your design to life with animated elements. Venngage allows you to apply animations to icons, images and text to create dynamic and engaging visual content.

6. Utilize humor strategically

Laughter is the best medicine—and a fantastic presentation enhancer! A well-placed joke or lighthearted moment can break the ice and create a warm atmosphere , making your audience more receptive to your message.

7. Practice active listening and respond to feedback

Be attentive to your audience’s reactions and feedback. If they have questions or concerns, address them with genuine interest and respect. Your responsiveness builds rapport and shows that you genuinely care about their experience.

presentation planning checklist

8. Apply the 10-20-30 rule

Apply the 10-20-30 presentation rule and keep it short, sweet and impactful! Stick to ten slides, deliver your presentation within 20 minutes and use a 30-point font to ensure clarity and focus. Less is more, and your audience will thank you for it!

9. Implement the 5-5-5 rule

Simplicity is key. Limit each slide to five bullet points, with only five words per bullet point and allow each slide to remain visible for about five seconds. This rule keeps your presentation concise and prevents information overload.

Simple presentations are more engaging because they are easier to follow. Summarize your presentations and keep them simple with Venngage’s gallery of simple presentation templates and ensure that your message is delivered effectively across your audience.

presentation planning checklist

1. How to start a presentation?

To kick off your presentation effectively, begin with an attention-grabbing statement or a powerful quote. Introduce yourself, establish credibility and clearly state the purpose and relevance of your presentation.

2. How to end a presentation?

For a strong conclusion, summarize your talking points and key takeaways. End with a compelling call to action or a thought-provoking question and remember to thank your audience and invite any final questions or interactions.

3. How to make a presentation interactive?

To make your presentation interactive, encourage questions and discussion throughout your talk. Utilize multimedia elements like videos or images and consider including polls, quizzes or group activities to actively involve your audience.

In need of inspiration for your next presentation? I’ve got your back! Pick from these 120+ presentation ideas, topics and examples to get started. 

Creating a stunning presentation with Venngage is a breeze with our user-friendly drag-and-drop editor and professionally designed templates for all your communication needs. 

Here’s how to make a presentation in just 5 simple steps with the help of Venngage:

Step 1: Sign up for Venngage for free using your email, Gmail or Facebook account or simply log in to access your account. 

Step 2: Pick a design from our selection of free presentation templates (they’re all created by our expert in-house designers).

Step 3: Make the template your own by customizing it to fit your content and branding. With Venngage’s intuitive drag-and-drop editor, you can easily modify text, change colors and adjust the layout to create a unique and eye-catching design.

Step 4: Elevate your presentation by incorporating captivating visuals. You can upload your images or choose from Venngage’s vast library of high-quality photos, icons and illustrations. 

Step 5: Upgrade to a premium or business account to export your presentation in PDF and print it for in-person presentations or share it digitally for free!

By following these five simple steps, you’ll have a professionally designed and visually engaging presentation ready in no time. With Venngage’s user-friendly platform, your presentation is sure to make a lasting impression. So, let your creativity flow and get ready to shine in your next presentation!

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.css-1qrtm5m{display:block;margin-bottom:8px;text-transform:uppercase;font-size:14px;line-height:1.5714285714285714;-webkit-letter-spacing:-0.35px;-moz-letter-spacing:-0.35px;-ms-letter-spacing:-0.35px;letter-spacing:-0.35px;font-weight:300;color:#606F7B;}@media (min-width:600px){.css-1qrtm5m{font-size:16px;line-height:1.625;-webkit-letter-spacing:-0.5px;-moz-letter-spacing:-0.5px;-ms-letter-spacing:-0.5px;letter-spacing:-0.5px;}} Best Practices 5 essential preparation steps for a successful presentation

by Tom Rielly • June 15, 2020

presentation planning checklist

Keeping your presentation visuals minimalistic, simple, and clear is just one important step to remember when designing a hit presentation. Leaving nothing to chance, great presenters prove quite methodical as they prepare. Here’s a checklist for everything you need to keep in mind before your next presentation:

1. Choose the right software for your needs

visualpres blogpost 2 softwares

The easiest way to select the right presentation software for you is to simply find the one that is native to your device. For example, if you have a Mac, use Apple Keynote, if you work on Windows, use PowerPoint. Google Slides is recommended if you’re working with someone, as it makes collaboration very easy. Another software option is Prezi: a specialty tool called Prezi that creates a presentation using motion, zoom, and panning across one giant visual space.

2. Organize your files

As you develop your script and visuals, you will need to start assembling all the assets for your slides. Create a unique folder on your computer to hold these items. Keep the folder organized by media type (presentation drafts, photos, videos, scripts) and back them up frequently to the Cloud or external disk. Label each file with a specific descriptive name, e.g. “Susan Johnson singing magpie 2020”, as opposed to “IMG_4043.jpg”, which can make it confusing to find your assets. The more organized you are up front, the easier preparing for your presentation will be.

3. Prepare your presentation materials

Make sure your presentation materials (script, graphics, actual slides) are saved in at least two safe spots (for example, your computer and an external USB drive) and are backed-up frequently. If you are using an online presentation software, such as Google Slides, be sure to also download a copy of your presentation in case the internet connection is unreliable. Having all the individual assets on hand in addition to your presentation slides can be helpful if you experience tech issues before presenting, or if you need to make any last minute changes. Make sure to label your final presentation with the title and your name so it’s easy to find.

4. Practice, practice, practice!

Remember, practice makes perfect. People often run out of time making their presentations and have no time to practice. Most TED speakers practice at least ten times. Neuroscientist Jill-Bolte Taylor gave one of the most successful Talks in TED history with nearly 27 million views. How did she do it? She practiced her Talk over 40 times! By rehearsing multiple times you will naturally memorize your Talk, which means you won’t need note cards when you give your final presentation.

5. Do a final test run

Before presenting, make sure the equipment you need is working properly. It’s generally good practice to rehearse standing on the exact stage with the exact lighting using the exact computer that you will be using in your final presentation.

Here’s a quick checklist of what to look for when testing your equipment:

  • If you're not using your own computer, the one provided might be slower and have trouble playing media. If you have videos or other media, make sure they play correctly
  • Test the projector to make sure it’s HD
  • Make sure images are clear
  • Test the sound of any clips you use, as this is what goes wrong most frequently
  • If you’re using a mic, test the volume

Don’t let technical issues or other blunders overshadow your presentation. By following these guidelines, and with a little preparation, you can engineer out the problems BEFORE they happen.

Ready to learn more about how to make your presentation even better? Get TED Masterclass and develop your ideas into TED-style talks

© 2024 TED Conferences, LLC. All rights reserved. Please note that the TED Talks Usage policy does not apply to this content and is not subject to our creative commons license.

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What It Takes to Give a Great Presentation

  • Carmine Gallo

presentation planning checklist

Five tips to set yourself apart.

Never underestimate the power of great communication. It can help you land the job of your dreams, attract investors to back your idea, or elevate your stature within your organization. But while there are plenty of good speakers in the world, you can set yourself apart out by being the person who can deliver something great over and over. Here are a few tips for business professionals who want to move from being good speakers to great ones: be concise (the fewer words, the better); never use bullet points (photos and images paired together are more memorable); don’t underestimate the power of your voice (raise and lower it for emphasis); give your audience something extra (unexpected moments will grab their attention); rehearse (the best speakers are the best because they practice — a lot).

I was sitting across the table from a Silicon Valley CEO who had pioneered a technology that touches many of our lives — the flash memory that stores data on smartphones, digital cameras, and computers. He was a frequent guest on CNBC and had been delivering business presentations for at least 20 years before we met. And yet, the CEO wanted to sharpen his public speaking skills.

presentation planning checklist

  • Carmine Gallo is a Harvard University instructor, keynote speaker, and author of 10 books translated into 40 languages. Gallo is the author of The Bezos Blueprint: Communication Secrets of the World’s Greatest Salesman  (St. Martin’s Press).

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How To Prepare Like A Pro: The Essential Presentation Checklist

How To Prepare Like A Pro: The Essential Presentation Checklist

Want to take your speech's content and shape it into an impactful whole? Here's how to prepare like a pro with my essential presentation checklist. 

You're as important as the content in every speech you give.

That's an important reason why there  is  a speech in the first place. It should also be a reassuring one, reminding you of what your true value is to an audience. You might soar or stumble on any given day (we all do both). But ultimately, it's who you are and your professionalism that makes us want to hear what you have to say. 

So it makes perfect sense that you should prepare the smart way. That has less to do with cramming data into your head than getting the practical, here's-how-it's-done tasks right.

You'll find more on this in Chapter 15, "Nuts & Bolts: Practical Skills for Presenters," in my book, How to Give a Speech . Click on the image below for a Free Chapter! O n  Amazon .

Dr. Gary Genard's Public Speaking Handbook, How to Give a Speech

For one thing, that means engaging your audience right away . Find out how in my  Free cheat sheet , "How To Start A Speech: 12 Foolproof Ways To Grab Your Audience."

Taking A Practical, Performance-Based Approach

The nuts-and-bolts preparation you do beforehand is what will ensure your eventual success. Here are three pieces of practical advice for getting ready with your speech, presentation, pitch, lecture, demonstration, or remarks.

There’s one bit of wisdom I’d like to share with you first, though. It’s the best advice I know of for becoming a more accomplished presenter: acquire as much speaking experience as possible.

Take every opportunity to speak in public—even if that’s a nerve-racking proposition for you. It’s the best way to gain control over your fear, and to reach that state of mind in which speaking in front of others is both a pleasurable and productive activity for you.

If speech anxiety is a problem for you, take a look at my book, Fearless Speaking ,  named in 2019 as "One Of The 100 Best Confidence Books Of All Time." Get a signed copy here !

Fearless Speaking, by Dr. Gary Genard, named as One Of The 100 Best Confidence Books Of All Time.

Now, the practical advice:

  • Prepare solid briefing materials. Take a page from diplomats and other public affairs types and put together a briefing book. Ask yourself the following questions as you compile your information:
  • Are my materials memorable (for me )?
  • Have I anticipated questions and objections, so I know how to survive Q & A ?
  • Does each of my main points “headline” the information to come?
  • Is my information well laid out and visually highlighted for my benefit?
  • Is it "stupid enough?" Will it make sense to every listener, no matter their level of sophistication?
  • Plan your practice sessions. A good strategy for your practice sessions is vital. It can be just as helpful as knowing how to use positive visualization to ensure a successful presentation . Here’s how to go about it:
  • Timing: Begin sooner rather than later. Give yourself sufficient time!
  • Emphasis: Be clear on what you’re focusing on at each practice session , and make that the sole purpose. For instance, are you working now on your content? The logic and language? How your narrative works alongside the visual components? At your last rehearsal, it can and should all come together.
  • Setting: Go from rough-and-ready settings to as close an approximation as you can of the real situation, venue, and audience. Make every effort to do a run-through in the actual setting, or if that isn't possible, at least walk the stage when there's no audience.
  • Post-performance feedback: Define for yourself what you’ll consider a success. Let subordinates and colleagues know that you expect and welcome criticism.
  • Rehearse 3-5 times: Less than three times is almost winging it. If you rehearse more than 5 times, you’ll run the risk of a) becoming stale, and b) memorizing movements and repeating them so that they look mechanical.
  • Have an out-of-body-experience. Videotape yourself, or do an audio recording if you'll be speaking on radio, a webinar, or a podcast. (And here's my Free Guide , "Essential Speaking Tips for Video Conferences." ) Pay close attention and work on the rough spots. You need to hear and see yourself as others experience you. The modern miracle of digital video and audio equipment allows you to do that. Make use of it!

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London, 1888. 'Jack the Ripper' is terrorizing London.   Who is he ?  Scotland Yard surgeon/ psychic  Dr. William Scarlet is about to find out!  Year of the Rippers :  A Supernatural Thriller.

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Gary Genard   is an actor, author, and expert in public speaking and overcoming speaking fear. His company, The Genard Method offers  live 1:1 Zoom executive coaching   and corporate group training worldwide. He was named for nine consecutive years as  One of the World’s Top 30 Communication Professionals , and also named as  One of America's Top 5 Speech Coaches .  He is the author of the Amazon Best-Sellers  How to Give a Speech  and  Speak for Leadership: An Executive Speech Coach's Secrets for Developing Leadership Presence . His book,  Fearless Speaking ,  was named in 2019 as  "One of the 100 Best Confidence Books of All Time."   He is also the author of the  Dr. William Scarlet Mysteries .   Contact Gary here.  

Main photo credit: ArtemPodrez on pexels.com

Tags: effective presentations , Q & A , how to give a speech , how to practice a presentation , how to prepare a presentation , public speaking checklists , presentations , how to prepare a speech , how to rehearse a speech , how to rehearse a presentation , speak for leadership , how to practice a speech , speech preparation , how to survive Q & A , how to prepare for Q & A , presentation checklist , presentation preparation , how to prepare a speech like a pro , leadership in public speaking , public speaking checklist

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How to Plan a Presentation

Last Updated: July 22, 2024 Fact Checked

This article was co-authored by Christopher Taylor, PhD . Christopher Taylor is an Adjunct Assistant Professor of English at Austin Community College in Texas. He received his PhD in English Literature and Medieval Studies from the University of Texas at Austin in 2014. There are 8 references cited in this article, which can be found at the bottom of the page. This article has been fact-checked, ensuring the accuracy of any cited facts and confirming the authority of its sources. This article has been viewed 232,319 times.

Presentation planning is a useful and necessary skill in the professional world as well as school. Whether you need to sell a product, or get a passing grade in your class, planning a presentation takes time and dedication. You will want to figure out the best way to construct your material, considering your audience and your presentation's message. From there, work on building your slides and materials. Assemble information in a logical order that best illustrates your point. Practice your presentation regularly before delivering it. This can help you figure out any information that should be cut or restructured.

Assembling Your Best Material

Step 1 Think about the goal of your presentation.

  • Write down your most important points. See if you notice a key point emerging. If your audience were to take away one thing from this presentation, what would it be?
  • Don't just bombard your audience with facts. Think about what these facts do for your audience. What's the point you're trying to make with the information?

Step 2 Know your audience's background to help you structure your presentation.

  • Are you trying to sell them a product, introduce them to a new idea, alter their way of thinking?
  • Think about the kind of people in your audience. Do you have a tougher crowd, or do you have a group of enthusiastic people excited about what you're going to say?

Step 3 Select your main points based on the length of your presentation.

  • For example, if you're talking to a company about recycling program, you might discuss how corporate pollution contributes to global warming and how recycling can help the company save money. You wouldn't discuss the melting ice caps as a key point.
  • Melting ice caps are a valid concern, but they are a fact or a supporting point.

Step 4 Find your best-supporting information.

  • Add clarity to your argument by explaining anything the audience may not understand. For example: a brief overview of pollution's effect on climate change.
  • Add authority by making connections with existing research, studies, and information. For example, you could mention the consensus in the scientific community that global warming is manmade and cite a few studies.
  • Add color to your argument through visuals, like pictures and videos. For instance, you could show a chart of the amount of waste an average corporation produces in one month.

Finding a Trajectory for the Presentation

Step 1 Start your presentation with a solid introduction.

  • Include the basics of introducing yourself. You can say something like, "I'm Clara Thompson from Clean Water Action, and I would like to address your company today."
  • Get your audience's attention with a question or a fact. For example, you could ask: "Have you ever passed a body of water covered in green sludge and wondered how this happened? The answer may surprise you."
  • You don’t have to write your presentation in chronological order. If you want to work on your main points first and save the introduction for last, you can.

Step 2 Present your research and work in the body of the presentation.

  • For example, you're trying to get the corporation to alter their recycling program. Start by overviewing the vast amount of corporate pollution in the world.
  • Explain the consequences of this. Show how pollution contributes to climate change, then show what the corporation can do through changes in their policies.

Step 3 Use linking statements to make your points clear.

  • Common linking statements include things like, "Another important issue...," "Based on this data, you can now see..." and, "This brings me to my main point..."
  • For example, "Now that I've shown you the effects of corporate pollution, this brings me to my main point. What can you do to stop it?"

Step 4 Make use of visuals and graphics on your slides.

  • If you have any graphs or diagrams that will help illustrate your point, use them. Physically seeing information can help make your point more clear.
  • You should also see if there are any videos you can include. A brief video of someone succinctly explaining an issue can shake things up a bit.
  • Pictures are also nice. Each slide should have a picture related to the topic at hand.
  • Make sure not to overuse graphics or visuals. Too many could be overwhelming or distracting for your audience.

Step 5 Conclude your presentation.

  • You only need one slide. Recap what your point was. Begin with something like, "As you can see..." and then briefly repeat your main point.
  • A visual can help as well. Try adding one last visual aid that sums up your point. A graph or diagram would work well here.

Practicing Your Presentation

Step 1 Strive for 1 to 2 minutes of talking per slide.

  • If you're taking longer, cut some information out. You do not want to talk fast to include all information, as this can make you difficult to understand.
  • For accuracy, talk in your regular voice. Do not speak too fast or too slow. You want to make sure you can fit in all information talking at a normal rate.

Step 2 Keep your information relevant to the theme.

  • Are any facts extraneous? It's great to illustrate the effects of global warming, but do you really need five examples of environmental decay? Try to cut it down to two or three.

Step 3 Listen to yourself presenting.

  • You should sound enthusiastic when presenting. Talk without hesitance, and don't use filler words, like "um" or "uh."
  • Don't jump between topics. Use your linking sentences, and say things like, "And this brings me to the following..."
  • Watch the time. Make sure your presentation isn't going on for too long.
  • Watch yourself give the presentation in a mirror so you can correct any distracting movements or gestures.

Step 4 Practice until you have little need for your notes.

  • Don’t read the information off of your visuals since it could affect your engagement between yourself and the audience.

How Should You End a Presentation?

Expert Q&A

Christopher Taylor, PhD

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Do a Presentation in Class

  • ↑ https://www.ncsl.org/legislators-staff/legislative-staff/legislative-staff-coordinating-committee/tips-for-making-effective-powerpoint-presentations.aspx
  • ↑ https://www.comm.pitt.edu/oral-comm-lab/audience-analysis
  • ↑ https://columbiacollege-ca.libguides.com/presentations/planning
  • ↑ https://extension.oregonstate.edu/sites/default/files/documents/10551/partsofapresentation.pdf
  • ↑ https://emedia.rmit.edu.au/learninglab/sites/default/files/Oral_presentations_signalling_2014_Accessible.pdf
  • ↑ https://www.indeed.com/career-advice/career-development/how-to-conclude-a-presentation
  • ↑ https://www.nottingham.ac.uk/studyingeffectively/preparing/presentations/delivering.aspx
  • ↑ https://www.gvsu.edu/ours/oral-presentation-tips-30.htm

About This Article

Christopher Taylor, PhD

To plan your presentation, start by spending 5 to 10% of your time summarizing your research and linking it to a main point. A good way to start is with a key question or fact. Then, follow this summary with your research and work, which should take up 60 to 70% of the presentation. This is the body of your presentation, and should be made up of 3 key ideas which lead to your main point. Keep reading for our reviewer’s tips on how to organize the body of your presentation! Did this summary help you? Yes No

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Presentation Checklist: What to do Before and After Delivery

October 27, 2017 - Dom Barnard

Before you give a presentation, you might want to work through this checklist to make sure you haven’t missed anything.

Purpose of the presentation

  • What is the purpose of your presentation?
  • What is the end goal?
  • What would you consider a successful outcome?

Presentation preparation

  • Check how long your presentation slot is
  • Check that your presentation doesn’t overrun on time
  • Rehearse your presentation to friends or colleagues
  • Rehearse your presentation using  virtual reality  to reduce nerves
  • Prepare speaker notes or cue cards
  • Take a  presentations training course  to improve your skills
  • Think about where to breathe and pause
  • Number your notes in case you drop them
  • Ensure  your introduction  explains your objectives and grabs the audiences’ attention
  • Clearly define the points of the presentation
  • Check the main points are in  logical order  and flow well
  • The conclusion should be clear, concise and tie with the introduction
  • Make sure you are knowledgeable about the topic you are presenting

Presentation slides

  • Keep slide designs  simple and concise  – use minimal text and high quality pictures
  • Make sure there are no grammar or spelling errors on the presentation slides
  • Check and facts you display and make sure you can back them up
  • If appropriate, post slides to the web, include URL at end of talk
  • Saved your presentation onto two different formats (USB, cloud storage, etc.)
  • Confirmed that the audio-visual equipment you require will be in the room
  • Ensure you  practice with your presentation slides  to get the correct timings

Visual aids and handouts

  • Check the  visual aids  are easy to read and understand
  • Make sure they tie into the points you are trying to communicate
  • Ensure they can be easily seen from all areas of the room
  • Prepare any handouts  you want to give out and proof read them
  • Make sure you have sufficient handouts
  • Double check the visual aids are working (especially if it’s a demo)

Audience analysis

  • Think about  who will be in the audience
  • Determine if there will be decision makers
  • Think about their knowledge of the topic
  • Think about if their native language is the same language as the presentation
  • Check if the organiser can provide a rough demographic

Audience questions

  • Think about possible  questions you will be asked  and have spare slides to address them
  • Decide how long you will leave for questions at the end
  • Decide if you want to specify areas you are willing to answer questions on

Other speakers at the event

  • Found out who else will be speaking and what they will be speaking about
  • Check if other speaker topics are related to yours
  • Check if someone else will introduce you or if you need to do it yourself
  • Determine whether you will be presenting alone or as part of a group

Location and type of event

  • Check the floor, room and location of the event
  • Find a contact persons email or number in case you are running late
  • Get directions to the venue, including parking vouchers if required
  • Try to find last year’s programs to determine the style of the event
  • Check if there are reviews of the event on blogs or social media
  • Check the type of event – is it an industry event where you’re expected to address professionals? Is it a seminar for aspiring leaders looking for inspiration and motivation?
  • Check the style of presenting you’ll be doing (indoors, outdoors, standing, sitting, etc.)
  • Understand the size and layout of the room you will be presenting in

Your appearance

  • Make sure you are dressed and groomed appropriately and aligned with the audience’s expectations
  • First impressions  are very important for credibility, maintain a polished and professional look
  • Practice your speech paying close attention to your body language and posture, both of which will be assessed by the audience
  • Decided what to wear the day before
  • As a rule of thumb, dress slightly better than your audience members

On the morning of the event

  • Eat a good breakfast to give you energy on stage
  • Get some light exercise in
  • Check your laptop is charged
  • Check you have your slides ready on your laptop
  • Avoid unnecessary stress by getting to the venue early

Bring with you to the event

  • Bottle of water in case your throat goes dry
  • Your laptop and any necessary cables
  • Backup slides on a USB or hard drive
  • A remote to  control your slides  if required
  • Extension cord if required
  • Any physical demo, handouts, or other visual aids if required
  • Your presentation notes or cue cards

At the event

  • Register and let the organiser know you’ve arrived
  • Find your room and watch another speaker present
  • If time allows, mingle and  meet people  who might be in your audience
  • Return to the room before the speaker before you finishes, maximising your time to set up
  • Get your laptop hooked up to projector immediately – most problems occur here
  • Test your slides and any videos
  • Walk around on stage and get comfortable with the room
  • Run through the first couple of minutes of your presentation
  • Make sure you have a glass or bottle of water with you
  • Sit in the back row and make sure your text is readable
  • If you’re nervous, distract yourself by going for a walk
  • Turn your mobile on silent

After the event

  • Make yourself visible so people can find you to ask questions about your talk
  • Write questions from attendees on their business cards so you can answer in email later
  • Post slides online or to  SlideShare  if appropriate
  • Email people who gave you their cards, answering their questions
  • Thank the organiser and ask for any feedback
  • If your talk was filmed, ask for a copy so you can learn from it

The ultimate and effective presentation checklist: From planning to applause!

Discover the ultimate presentation checklist to ensure your next presentation is a success.

Bharti Jain

Delivering presentations

hand writing presentation checklist from planning to applause

Delivering a standout presentation requires more than just confidence and a good slide deck. It demands meticulous preparation, effective content, the right technology, and flawless delivery. This ultimate checklist will guide you through every step, ensuring nothing is overlooked. Whether you're a seasoned speaker or a first-timer, these detailed guidelines will help you captivate your audience and deliver your message with impact.

Checklist for planning your presentation

Define your objectives.

Start presentation preparation with a clear vision of what you want to achieve.

  • Set specific goals: Determine whether your aim is to inform, persuade, entertain, or inspire. Specific goals help you focus your content and measure success.
  • Tailor your message: Adapt your content to align with these goals. For instance, if your goal is to persuade, ensure your arguments are strong and backed by evidence.

Pro tip: Use SMART (Specific, Measurable, Achievable, Relevant, Time-bound) objectives to refine your presentation goals. Research by Forbes shows that setting clear objectives can improve performance by up to 33% .

presentation planning checklist

Understand your audience

Your audience is your focus. Understand them well.

  • Demographic analysis: Age, profession, interests, and background. Knowing who they are will help you tailor your message effectively.
  • Audience expectations: What do they hope to gain from your presentation? Meeting their expectations will make your presentation more engaging and valuable.

Pro Tip: How does your audience prefer their data? Objective or narrative? Do they need vibrant visuals or a minimal approach? How can you know your audience in advance ? There is no need to guess what works with your audience. With smart presentation tools , you can know your audience in advance and align your presentations to their preferences. Know your presentation audience in advance for free using Communication Fingerprint by Prezent.

Research thoroughly

Content is king, so make it robust.

  • Gather accurate information: Use reputable sources and current data. Accurate data enhances your credibility.
  • Incorporate stories: Find real-life examples or case studies to make your points relatable. Storytelling structures make presentation data more digestible and memorable.

presentation planning checklist

Pro tip : Look for unique angles or lesser-known facts to surprise and engage your audience. According to a Stanford study, stories are 22 times more memorable than facts alone . Creating stories is not everyone's cup of tea, but there are tools like Prezent that can help you build impactful stories out of raw data. There are over 1,000 expert-curated storylines that can be tailored to your specific audience and brand in just a few clicks.

Outline your presentation

The structure is the backbone of a great presentation.

  • Craft a clear flow: Introduction, main points, and conclusion. A clear structure helps your audience follow along.
  • Plan transitions: Ensure smooth flow between sections to maintain coherence and keep your audience engaged

Pro tip: Use the rule of three – break your content into three main sections for better retention. Psychologists suggest that groups of three are easier to remember and more satisfying.

presentation planning checklist

Select the right tools

The right tools enhance your presentation.

  • Choose your software : PowerPoint, Google Slides, Prezent, etc. Each tool has unique features that can enhance your presentation.
  • Leverage features: Interactive elements, transitions, and multimedia can convert a deck into a dynamic presentation

Pro tip: Explore lesser-known tools like Haiku Deck for stunning visuals or Visme for infographics. For those seeking a comprehensive solution, especially for large enterprises, Prezent is worth considering. This AI-powered platform helps create hyper-personalized, on-brand presentations quickly and efficiently, making the process smoother and more effective.

Design your slides

Visual appeal is crucial.

  • Keep it simple: Clean design, limited text, and high-quality images make your slides easy to understand.
  • Consistent style: Use a uniform color scheme and font to maintain a professional look.

Pro tip: Follow the 10/20/30 rule by Guy Kawasaki – 10 slides, 20 minutes, 30-point font.

presentation planning checklist

You can even leverage Prezent's vast library of templates and design tools to ensure brand compliance and professional aesthetics.

Checklist for preparing effective presentation content

Develop compelling content.

Your words matter; make them count.

  • Engaging opening: Start with a quote or a question to grab attention. This immediately piques interest and sets the stage for your presentation.
  • Support with data: Use statistics and facts to back your points and make them informative. Data lends credibility to your arguments and helps to substantiate your claims.

Pro tip: Enhance your presentation using data visualization tools and well-structured slides to make your content more engaging and easier to understand. Prezent can help you design on-brand, impactful presentations quickly and efficiently, ensuring your message is both clear and compelling.

presentation planning checklist

Prepare notes or a script

Stay on track without losing spontaneity.

  • Detailed notes: Bullet points to guide your speech can help keep you on track.
  • Full script: Only if absolutely necessary, practice to avoid sounding robotic.

Pro tip: Use cue cards for key points instead of reading from a script to keep it natural.

Practice your delivery

Practice makes perfect.

  • Rehearse aloud: Multiple times, in front of a mirror or a friend. This helps you get comfortable with your material.
  • Time yourself: Ensure you fit within the allotted time. Overrunning can be detrimental.

Pro tip: Recording and watching a preview of your practice sessions can help refine your pacing and gestures.

Checklist for presentation equipment

Ensure the laptop/tablet is ready.

Technical readiness is essential.

  • Charge fully: Bring your charger. A dead battery can derail your presentation.
  • Update software: Ensure all applications are up-to-date to avoid unexpected crashes.

Pro tip: Have a backup device ready in case of technical failures.

Check projector and connectivity

Avoid last-minute technical hitches.

  • Test compatibility: Check if your laptop works with the projector. Different venues might have different setups.
  • Internet connection: Ensure a stable connection if needed for online content.

Pro tip: Carry adapters and connectors for different types of projectors.

Prepare remote clicker and sound system

Smooth control enhances delivery.

  • Test clicker: Check range and battery. A malfunctioning clicker can disrupt your flow.
  • Audio check: Ensure microphones and speakers work well. Clear audio is crucial for comprehension while public speaking.

Pro tip: Familiarize yourself with the venue's audio-visual setup to avoid surprises.

Checklist for final preparations before giving a presentation

Visit the venue.

Get comfortable with your surroundings.

  • Venue layout: Check the seating arrangement and stage setup. Knowing the layout helps you plan your movement.
  • Equipment check: Test all AV equipment on site to ensure everything works smoothly.

Pro tip: Arrive at least an hour early to set up and acclimate.

Conduct a technical rehearsal

A dry run can highlight potential issues.

  • Run through the entire presentation: Using the actual equipment ensures everything works as planned.
  • Adjust lighting and sound: Ensure optimal settings for visibility and audibility.

Pro tip: Have a tech-savvy friend or colleague assist during the rehearsal.

Prepare handouts

Enhance your influence with supplementary materials.

  • Print or digital: Decide based on your audience's preferences.
  • Include key points: Summarize main points for easy reference and reinforcement.

Pro tip: Include QR codes in handouts for easy access to additional resources.

Perform a dress rehearsal

Final polish for your performance.

  • Practice in full attire: Ensure comfort and appropriateness. Dressing the part can boost confidence.
  • Final run-through: Adjust pacing and refine delivery.

Pro tip: Simulate the actual presentation environment as closely as possible.

Checklist for delivering the presentation

Arrive early.

The early arrival of the presenter sets a positive tone.

  • Set up materials: Arrange everything neatly to avoid last-minute rushes.
  • Final equipment check: Ensure everything is working perfectly.

Pro tip: Use the extra time to calm your nerves and mentally prepare.

Check your appearance

Professional appearance boosts credibility.

  • Dress appropriately: Suit your audience and occasion. Dressing professionally can enhance your authority.
  • Grooming: Neat and tidy appearance to ensure you look your best.

Pro tip: Avoid distracting accessories or loud patterns.

Engage the audience

Make a connection from the start.

  • Start strong: Use a hook to grab attention. An interesting fact or a question works well.
  • Interactive elements: Polls, Q&A, or small activities keep the audience involved.

Pro tip: Make eye contact and use open body language to build rapport.

Manage time efficiently

Stick to your timeline.

  • Keep track: Use a timer or clock to stay within your allotted time.
  • Be flexible: Adjust if certain sections take longer. Having a buffer time is useful.

Pro tip: Plan for a buffer time towards the end for unexpected delays or audience interaction.

After the presentation checklist

Host a q&a session.

Encourage audience interaction.

  • Open floor for questions: Invite questions warmly to engage with your audience.
  • Be patient: Listen carefully and respond thoughtfully. This shows respect and understanding.

Pro tip: Prepare answers for common questions in advance.

Collect feedback

Learn and improve from audience insights.

  • Feedback forms: Digital or paper-based can be used to collect audience opinions.
  • Ask specific questions: They can be about content, delivery, and overall impression to get useful feedback.

Pro tip: Use feedback to refine future presentations.

Thank attendees and participants

Show appreciation for their time and attention.

  • Express gratitude: Sincerely thank everyone involved. Appreciation can leave a positive, lasting impression.
  • Acknowledge contributions: Of co-presenters and organizers to show teamwork.

Pro tip: A personalized thank you can leave a lasting positive impression.

Keep the engagement going.

  • Send follow-up emails with additional resources or a summary. This keeps the information fresh in your audience's minds and encourages further engagement.
  • Include a Call to Action for further engagement or feedback, such as subscribing to a newsletter or attending future events.

Pro tip: Use follow-up as an opportunity to reinforce key points and build relationships.

This comprehensive checklist ensures that every presentation aspect is polished and poised for success. Remember, the key to a successful presentation lies in preparation, practice, and the ability to engage and connect with your audience. Good luck!

Prezent is an invaluable tool for enterprises looking to streamline their presentation creation process. In addition to the features mentioned throughout this blog, Prezent offers gamified, engaging courses that not only build effective presentation skills but are also designed to accelerate your overall communication abilities, no matter which field you belong to.

Explore more about Prezent by scheduling a detailed demo with our experts or signing up for a free trial !

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Presentation checklist, a printable form you can use to prepare your presentation.

Fill in the following checklist to prepare thoroughly for your next presentation.

Click here to download a print-ready PDF version of the checklist

Why were you asked to speak?

  • Audience expectations:
  • Your objective:

Who is your audience?

  • Audience composition:
  • Size of audience:
  • Decision makers?
  • Knowledge of material?
  • Native language?

Where will you speak?

  • In-company?
  • Which floor?
  • Which room?
  • External location?
  • Which city?
  • What address?
  • Contact person?

When will you speak?

  • Before other speakers?
  • After other speakers?

The presentation

  • Have you collected necessary data?
  • Have you organized the presentation?
  • Have you prepared the visuals?
  • Are your visuals organized?
  • Have you proofread any handouts?
  • Have you made sufficient copies of handouts?
  • Have you organized necessary equipment?
  • Have you packed necessary extension cords?
  • Do you need a microphone?
  • Have you decided what to wear?
  • Have you checked and prepared your clothes?
  • Have you groomed your nails?
  • Have you polished your shoes?
  • Do you need a haircut?
  • Have you checked your appearance?
  • Have you rehearsed your presentation?
  • Have you packed all materials?

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About Presentation Prep

created by Rebecca Ezekiel

Being able to speak in public can change your life! Presentation Prep is your complete, free guide to delivering speeches, lectures, and presentations more successfully and confidently. Whether you're a native English-speaker who suffers from public speaking anxiety, or a non-native speaker who needs guidelines for presenting to international audiences, this site will give you everything you need. Presentation Prep is written by Rebecca Ezekiel, an experienced corporate trainer who specializes in the areas of communications, presentations, and cross-cultural skills. Her online English language training videos are watched by millions of students worldwide.

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The Complete Presentation Checklist

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Nov 26, 2014

Prepare for your presentation with this checklist

Are you ready for your presentation? This presentation checklist will help you cover all the bases.

We often emphasize that the secret to a great presentation is sufficient preparation. As you know, the most compelling speakers won’t face an audience expecting they can “wing it”. What makes their presentations so memorable is the fact that they took the time to craft their message. Just take a look at Steve Jobs, who was known to have  spent hours practicing and perfecting his keynotes .

Thought leader Michael Hyatt says it best :

“The reason I do a good job is because I prepare. I don’t believe in ‘winging it’.”

While it may take up much of your time, preparation is the best way to a successful outcome. It’s not enough to string together a bunch of slides. You need to dig  deeper if you want to provide the audience with a complete and informative discussion. Here’s a presentation checklist to help with your preparation:

1. Identify the goal you want to achieve

Before you take on any other task, the first thing you need to do is identify the purpose of your presentation. What is the end goal? What would you consider a successful outcome? What’s the ultimate takeaway that you want your audience to remember? What is your core message ? Answering these questions will give you a clear direction for your presentation.

2. Learn more about your audience

The audience is a crucial part of your presentation. This may seem pretty obvious, but some do tend to ignore the importance of their role. That’s why a lot of us have sat through presentations that seemed too long  and tedious. If you want to give your audience an experience that’s totally different from the usual scenario, you need to learn more about where they’re coming from.

The people in your audience have the power to accept or dismiss the message you’re sharing. If you want to connect with them, you need to learn more about their point of view. Where are they coming from? What are their backgrounds? How much do they know about the topic you’re presenting? You can use this guide to make sure you answer all the important question about your audience.

Another thing you should consider is the event or conference you’re participating in. What type of event is it? Is it an industry event where you’re expected to address professionals? Is it a seminar for aspiring leaders looking for inspiration and motivation? By learning the culture of a particular event, you can better understand how to communicate with your audience.

3. Create an outline of your initial ideas

Having established context, you’ll find it easier to form some great ideas. Let your presentation take shape by using different brainstorming methods . Whatever you decide to use, make sure you keep writing down everything that comes to mind. Don’t attempt to edit anything out until you’ve exhausted all your ideas.

After brainstorming, you can take your initial ideas and turn them into a rough outline. Review what you’ve written and decide which points stand out the most. You can also rearrange what you’ve written to give your points a clear and logical flow. From there, you can eventually make a presentation storyboard .

4. Fine-tune your content

Once you have a rough outline for your presentation, it’s time to bolster your message with strong presentation content. You can’t just present your ideas through a series of bullet points . You need to present your message through content that tells a story .

As you write your content, always remember your core message. Make sure the goal you’ve established is clearly highlighted on all the points you make. Keep your content well-structured and make sure you don’t include an overwhelming amount of information. You’ll need to discern which of the information you have is the most important to your overall objective.

5. Design a compelling PowerPoint deck

We’ve always emphasized how important visuals are to presentations . To keep your audience engaged, you’ll need to create a PowerPoint deck that can emphasize your message while following the principles of design .

Generally, it’s important to keep PowerPoint designs simple and concise . Use minimal text and high quality pictures. Everything in your design should cohere to the story you’re trying to tell. If you’re pitching sales prospects, make sure your brand is leveraged by your slides . If you really want the best of your story to stand out, consulting with a PowerPoint expert will be a big help.

6. Plan your presentation wear

As we’ve written in the past, first impressions are crucial in presentations. The audience can quickly decide on your credibility based on how you present yourself. To avoid giving them a bad impression, you need to maintain a polished and professional look.  A sloppy attire will make you lose the credibility you want to achieve.

Appropriate attire will depend on the context of your presentation, so take note of the information you have about the event. The easiest way to gauge what you should wear is by thinking about your audience. As a general rule, Forbes contributor Nick Morgan said that you should be dressed slightly better than your audience .

7. Internalize your entire presentation

With everything else prepared, it’s time to internalize every detail of your presentation. If you want to avoid committing mistakes, you need to rehearse your presentation as much as you can. Practice helps you become more familiar with your material . Review your speech, plan how you’ll incorporate your PowerPoint deck, and think about how you’ll deliver everything on stage. Interruptions won’t phase you if you’re sure of what you need to do.

It’s important to prepare as much as you can for any presentation. If you want to deliver a message with noticeable impact, you can’t risk to miss any step. Use this presentation checklist as a guide to make sure you cover all the bases and accomplishing everything you need.

Featured Image:  Chris Lott  via Flickr

Illustration:  Oliver Tacke  via Flickr

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The Go-to Presentation Checklist That'll Help You Knock it Out of the Park

person writing in meeting

Some presentations are so good that you can’t help but assume that person’s just a natural. They’d have to be, right? After all, presenting in front of an audience is a challenge for most people, yet there are those who make it seem like it’s the easiest thing in the world.

But you want to know the secret to that confidence? Preparation! No matter how effortless your favorite speakers make it seem, every one of them were meticulous about creating their slides, jotting down thorough speaker’s notes, and practicing the you-know-what out of it.

Want to impress the heck out of your client, your colleagues, or your boss the next time you have to present? Use the checklists below to stay on track and make sure you’re prepared.

presentation planning checklist

Build Your Presentation

You might be reusing an old PowerPoint document. Or you might need to create one from scratch. Either way, spend time creating your slides in advance . Plan on spending an hour outlining the presentation, another hour prepping the speaking notes, and a third hour working on the design.

If that feels like a lot, let’s break it down:

The Outline

Research the daylights out of your topic. If it’s a sales pitch, get the data you need to drive home the point. If it’s for a larger audience, back up your main talking points with research-based data. This might sound like a lot of work, but a good outline will make your life so much easier over the next few days.

The Speaking Notes

Here’s where you should figure out what types of speaking notes you need. Some people might need short reminders to reference during their talk. For those of you like me, you might need to write out your entire presentation. Neither is wrong—but here’s where you should figure it out for yourself.

Creating presentation slides are one of those things that seem harder than they really are. Even if you don’t have an eye for design you can still make it look cohesive by choosing a color scheme, using templates (such as these free ones from Google Drive), and keeping it simple.

presentation planning checklist

Nail Down the Logistics

Do you have to book a conference room? Figure out the tech in the conference room? Dial people in? Do you know how long it should last? Should you leave time for questions?

Do yourself a favor and get answers to all these questions now.

Oh, and expert tip, book the room a day before, too so that you can practice in the real setting.

Pick Out Your Outfit

This might sound silly, but this will help you avoid a lot of stress on the day of your talk. It doesn’t have to be formal—especially if your office isn’t—but it should be something you feel confident in. The fewer choices you have to make that morning, the more you can focus on what’s important

presentation planning checklist

Get Feedback on Your Slides

Reach out to a few of your most honest, trustworthy teammates and ask them for feedback on both your presentation itself and your presentation style.

Here are a few things you could (and should) ask for them to look for:

  • How do these slides look?
  • Does the information flow well?
  • Are there any grammatical errors?
  • Is it too long? Too short?
  • Did I talk too fast?
  • Is there a clear takeaway?
  • My goal of this presentation is to get across [goal here]. How can I make that more clear?

Remember: This is a good opportunity to time yourself, practice exactly what you want to say, and even insert a little humor if you think it’s appropriate. With your colleagues in the room, you’ll get instant feedback on how you can expect your audience to respond.

presentation planning checklist

Make Final Edits to Your Slides

From both a design and speaking perspective, you’ve gotten a good amount of feedback by now. While there’s still a good amount of work to do, take an editor’s pen to your slide deck and make final changes.

And when I say final, I mean final . The more you tweak your presentation, the more you’ll confuse yourself when it’s show time.

presentation planning checklist

Practice Your Talk (Again)

This time, practice your talk under the exact circumstances you’ll be presenting it the next day. Is it a webinar-style call? Test your video conferencing software and iron out the technical kinks. Then, run through your deck.

If you’ve followed this checklist, you should have already booked your practice space. Take advantage of that and set up everything you need for the next day.

Give Yourself a Break

You might want to jump back into your normal tasks to catch up a bit. But don’t forget to give yourself some time to relax. Grab a coffee in the kitchen or take a walk around the block. Do something nice for yourself, even if you only have a few minutes. After all, you’ve put a lot of hard work into your presentation.

presentation planning checklist

Read Through Your Speaker’s Notes One Last Time

You’ve done a lot of work to get to this day. Don’t overthink it, but give your speaker’s notes one last look-through before you present. If you’ve identified areas that you’ve tripped up on during your practice, so make additional notes wherever necessary.

Get to the Room Early

If it’s possible, get in there five minutes early to start setting up and making yourself feel comfortable.

Don’t Be Too Hard on Yourself

Even the most manicured presentations have their hiccups. It could be a faulty internet connection. Or maybe a joke won’t land as you hoped it would. Try not to beat yourself up too much about these things, especially before they’ve happened. Trust me, it happens to even the most accomplished presenters.

I just outlined a lot, but the good news is that I’ve created this checklist to go along with it.

presentation planning checklist

Let’s face it: Giving presentations is hard. But because you’ve prepared like crazy, you’ll be in a much better position to knock it out of the park. It might not go exactly to plan, but it won’t be because you didn’t do everything in your power to put everything in place for success. Plus, I’m willing to bet that you’ll be way harder on yourself than anyone who’s listening to you speak—especially since you’ve done all this work to get ready.

presentation planning checklist

Presentation Training Institute

Presentation Training Institute

A division of bold new directions training, the only pre-presentation checklist you will need.

Preparation is the single most important part of giving a successful presentation.  This is a crucial element so you should dedicate plenty of time to planning.  Not only will good planning help you to execute a flawless presentation, but it will boost your confidence.  The stress of preparing the presentation coupled with pre-presentation jitters can make it difficult to keep track of everything that needs to be done prior to the big day.  This checklist will help you stay organized and ensure that you have everything covered prior to your public speaking engagement.

Event Planning

-Have I confirmed the date, time, and venue for the event?

-Have I properly notified attendees?

-What is the seating arrangement?

-How is the room set up? (theater, classroom, auditorium)

-Will there be a podium?  If so, do you plan to use it? If not, you should remove the podium as it creates a barrier between you and your audience.

-Is the room set to a comfortable temperature?  (Too hot or too cold can impact audience attention.)

Presentation Content

-Do I have all presentation materials prepared and with me? (notes, handouts, visual aids, slideshow)

-Have I allotted for the appropriate amount of time?

-Do I know the sequence of my presentation?

-Have I prepared for questions and comments?

-Do I have backup visuals in case of technical difficulties?

-Have I tested out all equipment to ensure it is working properly?

-microphone

-PowerPoint or other presentation tool

-video clips

-Have I set the microphone to the correct volume?

-Do I have appropriate attire?

-suit or dress

-Will food or snacks be provided? If so, where will they be located?

-Will drinks be provided?

-At what point will I break for snacks and drinks?

This checklist is a great tool in organizing and preparing for you next presentation.  Use this as a guideline to make sure you have everything in place before your presentation begins.  Remember, the more prepared you are the more exceptional your presentation is going to be!

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The Ultimate Checklist to Give an Outstanding Presentation

Preparation is key..

Speaker at Business Conference and Presentation.

Some presentations are so good that you can't help but assume that person's just a natural. They'd have to be, right? After all, presenting in front of an audience is a challenge for most people, yet there are those who make it seem like it's the easiest thing in the world .

But you want to know the secret to that confidence? Preparation ! No matter how effortless your favorite speakers make it seem, every one of them were meticulous about creating their slides, jotting down thorough speaker's notes, and practicing the you-know-what out of it.

Want to impress the heck out of your client, your colleagues, or your boss the next time you have to present? Use the checklists below to stay on track and make sure you're prepared.

presentation planning checklist

Build Your Presentation

You might be reusing an old PowerPoint document. Or you might need to create one from scratch. Either way, spend time creating your slides in advance . Plan on spending an hour outlining the presentation, another hour prepping the speaking notes, and a third hour working on the design.

If that feels like a lot, let's break it down:

The Outline

Research the daylights out of your topic. If it's a sales pitch, get the data you need to drive home the point. If it's for a larger audience, back up your main talking points with research-based data. This might sound like a lot of work, but a good outline will make your life so much easier over the next few days.

The Speaking Notes

Here's where you should figure out what types of speaking notes you need. Some people might need short reminders to reference during their talk. For those of you like me, you might need to write out your entire presentation. Neither is wrong-;but here's where you should figure it out for yourself.

Creating presentation slides are one of those things that seem harder than they really are. Even if you don't have an eye for design you can still make it look cohesive by choosing a color scheme, using templates (such as these free ones from Google Drive), and keeping it simple.

presentation planning checklist

Nail Down the Logistics

Do you have to book a conference room? Figure out the tech in the conference room? Dial people in? Do you know how long it should last? Should you leave time for questions?

Do yourself a favor and get answers to all these questions now.

Oh, and expert tip, book the room a day before, too so that you can practice in the real setting.

Pick Out Your Outfit

This might sound silly, but this will help you avoid a lot of stress on the day of your talk. It doesn't have to be formal--especially if your office isn't--but it should be something you feel confident in. The fewer choices you have to make that morning, the more you can focus on what's important.

presentation planning checklist

Get Feedback on Your Slides

Reach out to a few of your most honest, trustworthy teammates and ask them for feedback on both your presentation itself and your presentation style.

Here are a few things you could (and should) ask for them to look for:

  • How do these slides look?
  • Does the information flow well?
  • Are there any grammatical errors?
  • Is it too long? Too short?
  • Did I talk too fast?
  • Is there a clear takeaway?
  • My goal of this presentation is to get across [goal here]. How can I make that more clear?

Remember: This is a good opportunity to time yourself, practice exactly what you want to say, and even insert a little humor if you think it's appropriate. With your colleagues in the room, you'll get instant feedback on how you can expect your audience to respond.

presentation planning checklist

Make Final Edits to Your Slides

From both a design and speaking perspective, you've gotten a good amount of feedback by now. While there's still a good amount of work to do, take an editor's pen to your slide deck and make final changes.

And when I say final, I mean final . The more you tweak your presentation, the more you'll confuse yourself when it's show time.

presentation planning checklist

Practice Your Talk (Again)

This time, practice your talk under the exact circumstances you'll be presenting it the next day. Is it a webinar-style call? Test your video conferencing software and iron out the technical kinks. Then, run through your deck.

If you've followed this checklist, you should have already booked your practice space. Take advantage of that and set up everything you need for the next day.

Give Yourself a Break

You might want to jump back into your normal tasks to catch up a bit. But don't forget to give yourself some time to relax. Grab a coffee in the kitchen or take a walk around the block. Do something nice for yourself, even if you only have a few minutes. After all, you've put a lot of hard work into your presentation.

presentation planning checklist

Read Through Your Speaker's Notes One Last Time

You've done a lot of work to get to this day. Don't overthink it, but give your speaker's notes one last look-through before you present. If you've identified areas that you've tripped up on during your practice, so make additional notes wherever necessary.

Get to the Room Early

If it's possible, get in there five minutes early to start setting up and making yourself feel comfortable.

Don't Be Too Hard on Yourself

Even the most manicured presentations have their hiccups. It could be a faulty internet connection. Or maybe a joke won't land as you hoped it would. Try not to beat yourself up too much about these things, especially before they've happened. Trust me, it happens to even the most accomplished presenters.

I just outlined a lot, but the good news is that I've created this checklist to go along with it.

presentation planning checklist

Let's face it: Giving presentations is hard. But because you've prepared like crazy, you'll be in a much better position to knock it out of the park. It might not go exactly to plan, but it won't be because you didn't do everything in your power to put everything in place for success. Plus, I'm willing to bet that you'll be way harder on yourself than anyone who's listening to you speak--especially since you've done all this work to get ready.

-- This post originally appeared on the The Muse .

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Planning a Perfect PowerPoint – 7 Point Checklist

  • July 9, 2015
  • Kevin Lerner

presentation planning checklist

This 7 Point Checklist for Planning your PowerPoint can help save you from hours of rework and embarrassment.

Creating PowerPoint presentations with Graphics, Video and Text can be creatively alluring…and easier than ever to dive in and get started.  But for anyone planning their PowerPoint, like the speedy rabbit may dart ahead of the tortoise, but ultimately, the slow yet wise tortoise emerges the victor.

Early on, it’s important to know what your end-presentation venue will look like. Take some time to visit the location of the presentation, or if you’re a speaker, get the details of the meeting room and presentation hardware from the meeting planner or AV team.  This will help you to plan ahead and answer these checklist questions, ultimately translating to a smarter, more prepared presentation.

1. Time Manage Your Presentation

Planning a Perfect PowerPoint: Time Manage Your Presentation

Address all graphical and technical aspects of developing the presentation by using this 7 step presentation Time Management approach….

Step 1: Set key goals/objectives, know your audiences’ goals and interests.

Step 2: Establish an overall graphical look and feel and draft a and high-level outline with key sections.  Create a storyboard.

Step 3: Get Creative:  Shop & tag relevant images for ideas and inspiration.

Step 4: Forge a first draft with key graphics and messages.  Give an impromptu test-run- perhaps with colleagues- to see if the presentation flows.

Step 5: Deep-dive on the presentation with research, supporting text/messages and relevant imagery.

Step 6: Practice aloud to get comfortable with your presentation, and make any fine-tune edits. Print out any drafts/supporting material.

Step 7: Get a good night’s sleep, eat well in the morning, and be bold and confident that you’ll ready and successful.

2. Screen Size and Aspect Ratio

Planning a Perfect PowerPoint: 2. Screen Size and Aspect Ratio

Early on, it’s important that you see (or at least know about) the room and screen where you’ll be showing your presentation.

If you’re showing the presentation on a small screen or laptop, makes sure the minimal size of your visuals can be seen and read by everyone in the room.  Remember, if you can’t see it, there’s no point in showing it.

Just as important, make sure your slide aspect ratio – the proportion between the width and the height – matches the screen and projector’s or screen’s standard output. The most common aspect ratios are Standard (4:3) and Widescreen (16:9).   

Most newer conference rooms are implementing 4K Monitors or widescreen projectors using 16:9.  But it’s best to be sure.  Sometimes, I’ll encourage my clients to create two versions of their presentations in both 4:3 and 16:9 to avoid any headaches.

3. Operating System, PPT Version, and Connections

3. Operating System, PPT Version, and Connections

By ensuring your presentation will be played on the same end operating system (Mac or PC) and PowerPoint version that it was created (PPT 07/2010/13, etc.), you can avoid last minute trauma and troubles.  Though similar, a presentation created in PowerPoint 2007 for PC may display differently in PowerPoint 2013 for Mac.  And if your presentation has embedded or linked media, take the time to test that it plays smoothly on the output computer. 

If you’re playing the presentation from your own laptop, ensure their cables are compatible with your system…and arrive early to setup and test.

4. Themes, Templates, Layouts + Chart & Table Templates

4. Themes, Templates, Layouts + Chart & Table Templates

PowerPoint is much more than just a blank page to write text and insert graphics. Themes, Templates and Layouts help add structure and intelligence while ensuring presentation consistency.   Most of the time, companies will have a basic approved corporate PowerPoint Theme/Template (.potx file).  These files contain predefined colors, title/body fonts, animations, and layouts.  Unfortunately, these PowerPoint templates are often fairly limited, and not well structured, and can limit creative development.  If you can, it’s helpful to adapt and modify these elements to meet your specific needs.

When starting a presentation, take the time to know your Theme and pre-existing Layout slides.  If you’ll be replicating a specific page formatting/layout often, create a custom layout of your own.  (Duplicate, rename).

Do you have preferences for a certain chart type? A certain table type?  Tables and Charts can have preset styles (templates) that once defined, can shave hours off intricate design work.  Just click to apply your pre-defined chart (or table) template to any existing chart or table. 

Predefining and knowing these features can help you create a professional presentation with greater consistency and efficiency.

5. Look and Feel

5. Look and Feel

Although the theme, templates and layouts work maintain a standard look and feel, it’s up to you to work to stay within- or deviate outside- those creative boundaries.  More often, it’s vital to maintain respect to the company branding and styles.  Some companies have a Visual Style Manual that goes into detail about all placement, logo, and color issues.  If you’re presenting at a conference or conventions, organizers often place restrictions on what you can- and cannot use in your presentations.  Better to know what’s expected ahead of time than be blasted by the branding police for being too deviant.

Still, it’s important to consider what the overall look and feel of your presentation will be…and whether it’ll be more reflective of you or your company.  Will it be light or dark?  Colorful or monochromatic?  Will the animations and transitions be wild or tame?  Establish the standards of your presentation’s look and feel with an early sign-off by management, and you’ll avoid any last-minute entanglements.

6. File Size and Distribution

File Size and Distribution

Early-on, it’s important to be aware of any technical limits of your network or email. 

If you’re working on a 200-page data-heavy PowerPoint, it can get snarled by a network or be rejected by email!  Ensuring your presentation is small enough to be transferred over the network or by email is critical to avoid any late production problems.

Consider a file-sharing service to exchange files; Dropbox and GoogleDrive are easy and commonplace.  If the file is still too large, split it into two separate logically-named files (part-1.pptx and part-2.pptx).  Plan ahead and be ready to meet your deadlines.

7. Presentation Resources

7. Presentation Resources

Like a movie director, producing a PowerPoint presentation takes planning and preparation.  Don’t try to do it all yourself..  Presentation resources can be anything from a stock photo website, to a presentation design agency, to a colleague providing input and analysis.  Make sure they’re ready and you can use them to make your presentation great.  By having presentation resources ready to assist you in creating or delivering your PowerPoint, you’ll be more confident, prepared, and ready to present like a pro!

Even before the first slide is created on your next presentation, applying a presentation checklist will help you reduce rework and troubles, while keeping a clear line of communications and expectations…helping everyone to look like a presentation expert.

Geetesh Bajaj contributed to this article.

experts , help , power point , powerpoint , ppt , presentation software , presentations

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Blog > How to structure a good PowerPoint Presentation

How to structure a good PowerPoint Presentation

08.09.21   •  #powerpoint #tips.

When creating presentations, it is particularly important that they are well organized and have a consistent structure.

A logical structure helps the audience to follow you and to remember the core information as best as possible. It is also important for the presenter, as a good presentation structure helps to keep calm, to stay on the topic and to avoid awkward pauses.

But what does such a structure actually look like? Here we show you how to best organize your presentation and what a good structure looks like.

Plan your presentation

Before you start creating your presentation, you should always brainstorm. Think about the topic and write all your ideas down. Then think about the message you want to communicate, what your goal is and what you want your audience to remember at the end.

Think about who your audience is so that you can address them in the best possible way. One possibility is to start your presentation with a few polls to get to know your audience better. Based on the results, you can then adapt your presentation a little. Use the poll function of SlideLizard and have all the answers at a glance. SlideLizard makes it possible to integrate the polls directly into your PowerPoint presentation which helps you to avoid annoying switching between presentation and interaction tool. You can keep an eye on the results while the votes come in and then decide whether you want to share them or not.

Ask your audience questions with SlideLizard

  • an informative
  • an entertaining
  • an inspiring
  • or a persuasive presentation?

Typical Presentation Structure

The basic structure of a presentation is actually always the same and should consist of:

Introduction

Structure of a good presentation including introduction, main part and conclusion

Make sure that the structure of your presentation is not too complicated. The simpler it is, the better the audience can follow.

Personal Introduction

It is best to start your presentation by briefly introducing yourself which helps to build a connection with your audience right away.

Introduce the topic

Then introduce the topic, state the purpose of the presentation and provide a brief outline of the main points you will be addressing.

Mention the length

In the introduction, mention the approximate length of the talk and then also make sure you stick to it.

The introduction should be no longer than two slides and provide a good overview of the topic.

Icebreaker Polls

According to studies, people in the audience only have an average attention span of 10 minutes, which is why it is important to increase their attention right at the beginning and to arouse the audience's interest. You could make a good start with a few icebreaker polls for example. They lighten the mood right at the beginning and you can secure your audience's attention from the start.

For example, you could use SlideLizard to have all the answers at a glance and share them with your audience. In addition, the audience can try out how the polls work and already know how it works if you include more polls in the main part.

Icebreaker polls with SlideLizard

Get to know your audience

As mentioned earlier, it is always useful to think about who your audience actually is. Ask them questions at the beginning about how well they already know the topic of your presentation. Use SlideLizard for this so that you have a clear overview about the answers. You can use both single- and multiple-choice questions or also open questions and display their results as a WordCloud in your presentation, for example.

Include a quote

To make the beginning (or the end) of your presentation more exciting, it is always a good idea to include a quote. We have selected some powerful quotes for PowerPoint presentations for you.

Present your topic

The main part of a presentation should explain the topic well, state facts, justify them and give examples. Keep all the promises you made earlier in the introduction.

Length and Structure

The main part should make up about 70% of the presentation and also include a clear structure. Explain your ideas in detail and build them up logically. It should be organized chronologically, by priority or by topic. There should be a smooth transition between the individual issues. However, it is also important to use phrases that make it clear that a new topic is starting. We have listed some useful phrases for presentations here.

Visualize data and statistics and show pictures to underline facts. If you are still looking for good images, we have selected 5 sources of free images for you here.

Focus on the essentials

Focus on what is most important and summarize a bit. You don't have to say everything about a topic because your audience won’t remember everything either. Avoid complicated sentence structure, because if the audience does not understand something, they will not be able to read it again.

Make your presentation interactive

Make your presentation interactive to keep the attention of your audience. Use SlideLizard to include polls in your presentation, where your audience can vote directly from their smartphone and discuss the answers as soon as you received all votes. Here you can also find more tips for increasing audience engagement.

Make your presentation interactive by using SlideLizard

Repeat the main points

The conclusion should contain a summary of the most important key points. Repeat the main points you have made, summarize what the audience should have learned and explain how the new information can help in the future.

Include a Q&A part

Include a Q&A part at the end to make sure you don't leave any questions open. It's a good idea to use tools like SlideLizard for it. Your audience can ask anonymous questions and if there is not enough time, you can give them the answers afterwards. You can read more about the right way to do a question slide in PowerPoint here.

Get Feedback

It is also important to get feedback on your presentation at the end to keep improving. With SlideLizard you can ask your audience for anonymous feedback through star ratings, number ratings or open texts directly after your presentation. You can then export the responses and analyse them later in Excel.

Feedback function of SlideLizard

Presentation style

Depending on the type of presentation you give, the structure will always be slightly different. We have selected a few different presentation styles and their structure for you.

Short Presentation

Short presentation

If you are one of many presenters on the day, you will only have a very limited time to present your idea and to convince your audience. It is very important to stand out with your presentation.

So you need to summarize your ideas as briefly as possible and probably should not need more than 3-5 slides.

Problem Solving Presentation

Problem Solving Presentation

Start your presentation by explaining a problem and giving a short overview of it.

Then go into the problem a little more, providing both intellectual and emotional arguments for the seriousness of the problem. You should spend about the first 25% of your presentation on the problem.

After that, you should spend about 50% of your presentation proposing a solution and explaining it in detail.

In the last 25%, describe what benefits this solution will bring to your audience and ask them to take a simple but relevant action that relates to the problem being discussed.

Tell a Story

Tell a story

A great way to build an emotional connection with the audience is to structure a presentation like a story.

In the introduction, introduce a character who has to deal with a conflict. In the main part, tell how he tries to solve his problem but fails again and again. In the end, he manages to find a solution and wins.

Stories have the power to win customers, align colleagues and motivate employees. They’re the most compelling platform we have for managing imaginations. - Nancy Duarte / HBR Guide to Persuasive Presentations

Make a demonstration

Make a demonstration

Use the demonstration structure to show how a product works. First talk about a need or a problem that has to be solved.

Then explain how the product will help solve the problem and try to convince your audience of the need for your product.

Spend the end clarifying where and when the product can be purchased.

Chronological structure

Chronological structure of a presentation

When you have something historical to tell, it is always good to use a chronological structure. You always have to ask yourself what happens next.

To make it more interesting and exciting, it is a good idea to start by telling the end of something and after that you explain how you got there. This way you make the audience curious and you can gain their attention faster.

Nancy Duarte TED Talk

Nancy Duarte is a speaker and presentation design expert. She gives speeches all over the world, trying to improve the power of public presentations.

In her famous TED Talk "The Secret Structure of Great Talks" she dissects famous speeches such as Steve Jobs' iPhone launch speech and Martin Luther King's "I have a dream" speech. In doing so, she found out that each presentation is made up of 4 parts:

  • What could be
  • A moment to remember
  • Promise of “New Bliss”

Related articles

About the author.

presentation planning checklist

Helena Reitinger

Helena supports the SlideLizard team in marketing and design. She loves to express her creativity in texts and graphics.

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  • 5 mins read

This 7 Point Checklist for Planning your PowerPoint can help save you from hours of rework and embarrassment.

Creating PowerPoint presentations with Graphics, Video and Text can be creatively alluring…and easier than ever to dive in and get started.  But for anyone planning their PowerPoint, like the speedy rabbit may dart ahead of the tortoise, but ultimately, the slow yet wise tortoise emerges the victor.

Early on, it’s important to know what your end-presentation venue will look like. Take some time to visit the location of the presentation, or if you’re a speaker, get the details of the meeting room and presentation hardware from the meeting planner or AV team.  This will help you to plan ahead and answer these checklist questions, ultimately translating to a smarter, more prepared presentation.

1. Time Manage Your Presentation

Planning a Perfect PowerPoint: Time Manage Your Presentation

Address all graphical and technical aspects of developing the presentation by using this 7 step presentation Time Management approach….

Step 1: Set key goals/objectives, know your audiences’ goals and interests.

Step 2: Establish an overall graphical look and feel and draft a and high-level outline with key sections.  Create a storyboard.

Step 3: Get Creative:  Shop & tag relevant images for ideas and inspiration.

Step 4: Forge a first draft with key graphics and messages.  Give an impromptu test-run- perhaps with colleagues- to see if the presentation flows.

Step 5: Deep-dive on the presentation with research, supporting text/messages and relevant imagery.

Step 6: Practice aloud to get comfortable with your presentation, and make any fine-tune edits. Print out any drafts/supporting material.

Step 7: Get a good night’s sleep, eat well in the morning, and be bold and confident that you’ll ready and successful.

2. Screen Size and Aspect Ratio

Planning a Perfect PowerPoint: 2. Screen Size and Aspect Ratio

Early on, it’s important that you see (or at least know about) the room and screen where you’ll be showing your presentation.

If you’re showing the presentation on a small screen or laptop, makes sure the minimal size of your visuals can be seen and read by everyone in the room.  Remember, if you can’t see it, there’s no point in showing it.

Just as important, make sure your slide aspect ratio – the proportion between the width and the height – matches the screen and projector’s or screen’s standard output. The most common aspect ratios are Standard (4:3) and Widescreen (16:9).   

Most newer conference rooms are implementing 4K Monitors or widescreen projectors using 16:9.  But it’s best to be sure.  Sometimes, I’ll encourage my clients to create two versions of their presentations in both 4:3 and 16:9 to avoid any headaches.

3. Operating System, PPT Version, and Connections

3. Operating System, PPT Version, and Connections

By ensuring your presentation will be played on the same end operating system (Mac or PC) and PowerPoint version that it was created (PPT 07/2010/13, etc.), you can avoid last minute trauma and troubles.  Though similar, a presentation created in PowerPoint 2007 for PC may display differently in PowerPoint 2013 for Mac.  And if your presentation has embedded or linked media, take the time to test that it plays smoothly on the output computer. 

If you’re playing the presentation from your own laptop, ensure their cables are compatible with your system…and arrive early to setup and test.

4. Themes, Templates, Layouts + Chart & Table Templates

4. Themes, Templates, Layouts + Chart & Table Templates

PowerPoint is much more than just a blank page to write text and insert graphics. Themes, Templates and Layouts help add structure and intelligence while ensuring presentation consistency.   Most of the time, companies will have a basic approved corporate PowerPoint Theme/Template (.potx file).  These files contain predefined colors, title/body fonts, animations, and layouts.  Unfortunately, these PowerPoint templates are often fairly limited, and not well structured, and can limit creative development.  If you can, it’s helpful to adapt and modify these elements to meet your specific needs.

When starting a presentation, take the time to know your Theme and pre-existing Layout slides.  If you’ll be replicating a specific page formatting/layout often, create a custom layout of your own.  (Duplicate, rename).

Do you have preferences for a certain chart type? A certain table type?  Tables and Charts can have preset styles (templates) that once defined, can shave hours off intricate design work.  Just click to apply your pre-defined chart (or table) template to any existing chart or table. 

Predefining and knowing these features can help you create a professional presentation with greater consistency and efficiency.

5. Look and Feel

5. Look and Feel

Although the theme, templates and layouts work maintain a standard look and feel, it’s up to you to work to stay within- or deviate outside- those creative boundaries.  More often, it’s vital to maintain respect to the company branding and styles.  Some companies have a Visual Style Manual that goes into detail about all placement, logo, and color issues.  If you’re presenting at a conference or conventions, organizers often place restrictions on what you can- and cannot use in your presentations.  Better to know what’s expected ahead of time than be blasted by the branding police for being too deviant.

Still, it’s important to consider what the overall look and feel of your presentation will be…and whether it’ll be more reflective of you or your company.  Will it be light or dark?  Colorful or monochromatic?  Will the animations and transitions be wild or tame?  Establish the standards of your presentation’s look and feel with an early sign-off by management, and you’ll avoid any last-minute entanglements.

6. File Size and Distribution

File Size and Distribution

Early-on, it’s important to be aware of any technical limits of your network or email. 

If you’re working on a 200-page data-heavy PowerPoint, it can get snarled by a network or be rejected by email!  Ensuring your presentation is small enough to be transferred over the network or by email is critical to avoid any late production problems.

Consider a file-sharing service to exchange files; Dropbox and GoogleDrive are easy and commonplace.  If the file is still too large, split it into two separate logically-named files (part-1.pptx and part-2.pptx).  Plan ahead and be ready to meet your deadlines.

7. Presentation Resources

7. Presentation Resources

Like a movie director, producing a PowerPoint presentation takes planning and preparation.  Don’t try to do it all yourself..  Presentation resources can be anything from a stock photo website, to a presentation design agency, to a colleague providing input and analysis.  Make sure they’re ready and you can use them to make your presentation great.  By having presentation resources ready to assist you in creating or delivering your PowerPoint, you’ll be more confident, prepared, and ready to present like a pro!

Even before the first slide is created on your next presentation, applying a presentation checklist will help you reduce rework and troubles, while keeping a clear line of communications and expectations…helping everyone to look like a presentation expert.

Geetesh Bajaj contributed to this article.

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presentation planning checklist

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September 2, 2024    •    Swoogo

How to Create a Conference Planning Checklist [Ultimate Guide]

Planning a conference can feel overwhelming. There are so many parts, and it’s easy to lose track of important details. That’s where a conference planning checklist comes in handy.

A well-structured checklist keeps you organized and ensures nothing falls through the cracks. It’s your roadmap to a successful event, guiding you from start to finish.

Let’s dive into why using a conference planning checklist is beneficial and how you can create one according to your needs.

Why Use a Conference Planning Checklist?

Have you ever had that nagging feeling that you forgot something crucial? A checklist is your best friend to keep those worries at bay.

Ensures Thorough Planning

A conference planning checklist prevents you from overlooking critical tasks. When you have a detailed list, you can systematically check off each item as you complete it. This approach ensures that every aspect of the conference is covered, from booking the venue to finalizing the agenda. Without a checklist, it’s easy to forget small but important details that can impact the event’s success.

Keeps Planning on Schedule

Deadlines. Love them or hate them, they’re a big deal. A checklist helps you stay organized and ensures that you complete tasks on time. By breaking down the planning process into manageable steps, you can set deadlines for each task and monitor your progress. This way, you avoid last-minute rushes and ensure everything is ready well before the conference date.

Facilitates Delegation and Collaboration

Got a team? Awesome. A checklist allows for clear assignment of responsibilities. When you know exactly what needs to be done, you can delegate tasks to team members more effectively. Each person knows their role and what is expected of them, which fosters better collaboration. This clarity helps avoid confusion and ensures that all tasks are completed efficiently.

Reduces Stress and Anxiety

Who needs more stress? Not you. Having a roadmap for successful event execution reduces stress and anxiety. Knowing that you have a comprehensive conference plan in place gives you peace of mind. You can focus on executing the plan rather than worrying about what might go wrong. A checklist provides a sense of control and confidence, making the entire planning process more manageable.

Essential Components of a Conference Planning Checklist

Here’s what you absolutely need to nail down to pull off an epic conference.

Venue Selection and Management

Choosing the right venue sets the tone for your conference. Start by considering the size of your event and the amenities you need. Look for a location that is accessible for attendees, has adequate parking, and offers necessary facilities like Wi-Fi, AV equipment, and catering services. Once you’ve selected a venue, manage the logistics by confirming the booking, arranging site visits, and coordinating with venue staff to ensure everything runs smoothly on the day of the event. 

Budget Planning and Tracking

A well-planned budget keeps your conference financially on track. List all potential expenses, including venue costs, speaker fees, marketing, catering, and materials. Allocate funds for each category and track your spending to avoid overspending. Use budgeting tools or software to monitor expenses in real-time and adjust as needed. Keeping a close eye on your budget helps ensure you can deliver a successful event without financial surprises. Discover event budgeting tips to keep your finances in check.

Speaker and Agenda Management

Securing engaging speakers and creating a compelling agenda are key to attracting attendees. Identify potential speakers early and reach out to them with clear communication about the event’s goals and their role. Once confirmed, gather their bios, session titles, and presentation materials. Develop a detailed agenda that includes session times, breaks, and networking opportunities. Share the agenda with attendees in advance to build anticipation and ensure everyone knows what to expect.

Registration and Attendee Management

Efficient registration and attendee management streamline the check-in process and enhance the attendee experience. Set up an online registration system that captures all necessary information and allows for easy payment processing. Send confirmation emails and reminders leading up to the event. On the day of the conference, have a well-organized check-in area with staff ready to assist attendees. Use badges or wristbands to identify participants and manage access to different sessions or areas. 

Marketing and Promotion

Effective marketing and promotion drive attendance and engagement. Develop a marketing plan that includes email campaigns, social media posts, and partnerships with industry influencers. Create eye-catching promotional materials and share them across various platforms. Highlight key aspects of the conference, such as speakers, sessions, and networking opportunities. Track the performance of your marketing efforts and adjust your strategy as needed to maximize reach and impact.

Logistics and On-site Coordination

Smooth logistics and on-site coordination ensure the event runs without a hitch. Plan for transportation, signage, and equipment setup well in advance. Coordinate with vendors for catering, AV equipment, and any other services required. Assign roles to team members for tasks like registration, speaker support, and attendee assistance. Have a detailed schedule and checklist for the day of the event to keep everything on track and address any issues promptly. Consider sustainable event planning to make your event eco-friendly.

Post-event Evaluation and Follow-up

Evaluating the event and following up with attendees provide valuable insights for future conferences. Send out surveys to gather feedback on various aspects of the event, such as content, speakers, and logistics. Analyze the responses to identify areas for improvement. Follow up with attendees to thank them for their participation and share any post-event materials, such as recorded sessions or presentation slides. For effective evaluation, consider event KPI tracking and then use the feedback and data collected to refine your planning process and enhance future events. 

How to Create a Conference Planning Checklist

Feeling overwhelmed? Don’t worry. Here’s how to break it down so you can manage everything without losing your cool.

Determine Conference Goals and Objectives

Start by defining what you want to achieve with your conference. Are you aiming to educate, network, or promote a product? Clear goals help shape every aspect of your event. Outline specific objectives such as the number of attendees, target audience, and key takeaways. This foundational step guides your planning process and ensures that all efforts align with your overall vision. 

Break Down Tasks into Categories

Organize your planning tasks into distinct categories to make the process manageable. Common categories include venue selection, budget management, speaker coordination, marketing, and logistics. Breaking tasks down helps you focus on one aspect at a time without feeling overwhelmed. For instance, under venue selection, list tasks like researching locations, booking the venue, and arranging site visits. This methodical approach keeps you organized and ensures no detail is overlooked.

Assign Responsibilities and Deadlines

Got a team? Here’s where you shine as a leader. Delegate tasks to team members based on their strengths and expertise. Clearly define each person’s responsibilities and set realistic deadlines. Use a project management tool to track progress and ensure accountability. Assigning tasks not only distributes the workload but also fosters a sense of ownership among team members. Make sure everyone knows their role and understands the timeline to avoid last-minute surprises.

Regularly Review and Update the Checklist

A conference planning checklist is not a static document. Regularly review and update it to reflect changes and new developments. Schedule periodic check-ins with your team to assess progress, address any issues, and adjust plans as needed. Keeping the checklist current helps you stay on track and adapt to any unforeseen challenges. It also provides a clear record of what has been accomplished and what still needs attention, ensuring a smooth planning process from start to finish. 

Conference Planning Checklist Best Practices

Now let’s talk about the best practices that you need to follow in order to create a simple and effective checklist.

Start Early and Allow Ample Time

Starting early gives you a head start on managing the myriad details involved in planning a conference. Begin by setting your goals and outlining the major tasks. Early planning helps you secure the best venues and speakers, who often book up months in advance. It also allows for thorough research and comparison of vendors, ensuring you get the best services at competitive prices. With ample time, you can address any issues that arise without the pressure of tight deadlines.

Prioritize and Focus on Critical Tasks

Identify the tasks that are most important to the success of your conference and tackle them first. These often include securing the venue, booking keynote speakers, and setting up registration. Prioritizing these tasks ensures that the foundational elements of your event are in place early. Once the critical tasks are handled, you can focus on secondary details like decorations and entertainment. This approach helps you manage your time effectively and ensures that the most important aspects of your conference are not neglected.

Communicate and Collaborate with Team Members

Effective communication and collaboration are key to a successful conference. Regular meetings and updates keep everyone informed and aligned with the event’s goals. Use collaboration tools to share documents, track progress, and assign tasks. Clear communication helps prevent misunderstandings and ensures that everyone knows their responsibilities. Encourage team members to voice concerns and suggestions, fostering a collaborative environment where everyone works towards the common goal.

Utilize Technology and Automation Tools

Why do everything manually when tech can do it for you? Leverage technology to streamline the planning process. Use event management software to handle registrations, send automated reminders, and manage attendee information. These tools can save you time and reduce manual errors. Social media platforms can be used for marketing and engaging with potential attendees. Automation tools help you manage repetitive tasks efficiently, allowing you to focus on more strategic aspects of the event. Technology also provides valuable data and insights that can help you make informed decisions. 

Build Contingency Plans for Unexpected Issues

Prepare for the unexpected by having contingency plans in place. Identify potential risks, such as speaker cancellations or technical issues, and develop backup plans. Ensure you have extra supplies and a list of alternative vendors. Train your team to handle emergencies and assign specific roles for crisis management. Having contingency plans helps you respond quickly and effectively to any issues, minimizing disruptions and ensuring the event runs smoothly. For best practices, consider event data ownership to manage your event data effectively.

Conference Planning Timeline: Key Milestones

Worried about missing a deadline? Here’s when to do what.

12+ Months: Determine Conference Goals, Theme, and Budget

Start by defining what you want to achieve with your conference. Are you aiming to educate, network, or promote a product? Clear goals help shape every aspect of your event. Outline specific objectives such as the number of attendees, target audience, and key takeaways. This foundational step guides your planning process and ensures that all efforts align with your overall vision.

9-12 Months: Select Venue, Date, and Keynote Speakers

Choosing the right venue sets the tone for your conference. Start by considering the size of your event and the amenities you need. Look for a location that is accessible for attendees, has adequate parking, and offers necessary facilities like Wi-Fi, AV equipment, and catering services. Once you’ve selected a venue, manage the logistics by confirming the booking, arranging site visits, and coordinating with venue staff to ensure everything runs smoothly on the day of the event.

6-9 Months: Develop Conference Agenda and Open Registration

3-6 months: intensify marketing and attendee engagement efforts, 1-3 months: finalize logistics, confirm speakers, and manage registrations.

Smooth logistics and on-site coordination ensure the event runs without a hitch. Plan for transportation, signage, and equipment setup well in advance. Coordinate with vendors for catering, AV equipment, and any other services required. Assign roles to team members for tasks like registration, speaker support, and attendee assistance. Have a detailed schedule and checklist for the day of the event to keep everything on track and address any issues promptly.

0-1 Month: Conduct Final Preparations and On-site Coordination

In the final month, focus on tying up loose ends and ensuring everything is in place. Confirm all arrangements with vendors, speakers, and the venue. Conduct a walkthrough of the event space to identify any potential issues. Prepare materials such as badges, programs, and signage. Hold a final team meeting to review roles and responsibilities, ensuring everyone is clear on their tasks for the day of the event.

Post-Conference: Evaluate Success, Gather Feedback, and Follow Up with Attendees

Evaluating the event and following up with attendees provide valuable insights for future conferences. Send out surveys to gather feedback on various aspects of the event, such as content, speakers, and logistics. Analyze the responses to identify areas for improvement. Follow up with attendees to thank them for their participation and share any post-event materials, such as recorded sessions or presentation slides. Use the feedback and data collected to refine your planning process and enhance future events.

Is a Conference Planning Checklist Worth the Effort?

Creating and sticking to a conference planning checklist ensures a smooth and successful event. It helps you stay organized, meet deadlines, and cover all necessary tasks. This approach is beneficial for everyone involved, from attendees to sponsors.

A checklist helps you manage the many details that go into planning a conference. It acts as a roadmap, guiding you through each step and ensuring nothing is overlooked. This thorough planning leads to a well-executed event that meets the expectations of all stakeholders.

Using a checklist also keeps you on schedule. By breaking down the planning process into manageable tasks with clear deadlines, you can avoid last-minute rushes and ensure everything is ready on time. This organized approach reduces stress and allows you to focus on delivering a great experience for attendees.

Delegation and collaboration become easier with a checklist. You can assign specific tasks to team members, ensuring everyone knows their responsibilities. This clear division of labor improves efficiency and helps the team work together effectively.

A comprehensive checklist reduces anxiety by providing a clear plan of action. Knowing that you have covered all aspects of the event gives you confidence and peace of mind. This preparation allows you to handle any unexpected issues calmly and efficiently.

Unlock the Full Potential of Your Events with Swoogo

A comprehensive conference planning checklist is essential for organizing successful events. Swoogo’s award-winning event management platform offers all the tools you need to streamline your planning process. From customizable registration forms to robust analytics, we help you manage every aspect of your event efficiently.

Explore our pricing plans and find the perfect fit for your needs. Start your journey today and see how Swoogo can transform your conference planning experience. Unlock the full potential of your events with Swoogo .

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  23. How to Create a Conference Planning Checklist [Ultimate Guide]

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