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PITCHING YOUR IDEAS
Camrin Roberts
SOWHY OPEN LIKETHIS?
TELLTHEM A STORY
A story is the only way
to activate parts in the brain
so that a listener turns the story into their
own idea and experience
ITTAKESYOU ON A
JOURNEY
Nancy Duarte
STORY TIME
- Why are we here? What was the client ask?
- Clearly articulate this again, so you are all aligned and on
the same page of what was solved for.
- What is the environment showing us
- Make it real, bring in some very potent, relevant and
insightful stats around the problem you are trying to solve.
Include perhaps a quote of a reliable source to substantiate
this. Look at producing a high level journey map, highlight
some of the key challenges experienced. What is the impact
of this along the value chain e.g. buyers, employees,
advisers, the company
*Takenfrom social media on INSTAGRAM from Saturday 8th September 2018
AS A FAN I CANNOT
RELATE TO SA RUGBY,
THE BRAND IS
INVISIBLE AND LACKS
EMOTIONAL
CONNECTION.
SA RUGBY IS AN
INVISIBLE STRUCTURE
AT THE BACK WE DONT
KNOW WHO THEY ARE
AND WHAT THEY DO?
*From Interviews
STORY TIME
- Why are we here? What was the client ask?
- Clearly articulate this again, so you are all aligned and on
the same page of what was solved for.
- What are we seeing?
- Make it real, bring in some very potent, relevant and
insightful stats around the problem you are trying to solve.
Include perhaps a quote of a reliable source to substantiate
this. Look at producing a high level journey map, highlight
some of the key challenges experienced. What is the impact
of this along the value chain e.g. buyers, employees,
advisers, the company
- Bring the above back to what the client is trying to solve,
frame it in the HMW. State the opportunity clearly.
HOW MIGHT SA RUGBY BECOME THE BIGGEST
FAN OF RUGBY IN SOUTH AFRICA?
STORY TIME
- Why are we here? What was the client ask?
- Clearly articulate this again, so you are all aligned and on
the same page of what was solved for.
- What are we seeing?
- Make it real, bring in some very potent, relevant and insightful
stats around the problem you are trying to solve. Include perhaps
a quote of a reliable source to substantiate this. Look at
producing a high level journey map, highlight some of the key
challenges experienced. What is the impact of this along the
value chain e.g. buyers, employees, advisers, the company
- Bring the above back to what the client is trying to solve, frame it
in the HMW. State the opportunity clearly.
- Take them through at a high level your approach of what you did
The Approach
DISCOVER
10 Jun  15 Jun 18 Jun  22 Jun
InsightsResearch
Analysis & Synthesis
Opportunity Areas
Desktop Research
Customer Interviews
Stakeholder Interviews
Activities
Playback Reportt
Key Findings
Recommendations
Research themesDeliverable
s
DESCRIBE
We aimed to understand the business
context and technological landscape
around theX offering, before talking to
customers about their experience withX.
WEEK 1 WEEK 2
Stakeholders
1. X
2. X
3. X
4. X
5. X
6. X
7. X
8. X
9. X
10. X
11. X
12. X
13. X
14. X
15. X
16. X
17. x
Customers
- 18 Customers
- Ages 20 - 45
- 6 x x
- 6 x xyz
- 6 x xzk
Documentation
- 2.0 Y Strategy
- 2.0 Experience Definition
- Information Architecture
- Onboarding Process flows
- User Testing Report
- 2.0 Competitor Analysis
- Platform Architecture
- Analytics Dashboards
USER INTERVIEWS SOCIALAUDIT WEBANALYTICS
BENCHMARKING
INTERNATIONALAND
LOCAL
RESEARCH
28
100
FAN AND
POTENTIALFAN
SURVEYS
6
UX TESTING
FOR IA
AND A MILLION STICKIES
off the
bench
How might we help SA
Rugby to become relevant,
transparent and engaging to
#1
WHO IS SARU?
Its tie to get
INSIGHTS QUANTITIVE AND QUALITATIVE
16
STORY TIME
- Why are we here? What was the client ask?
- Clearly articulate this again, so you are all aligned and on
the same page of what was solved for.
- What are we seeing?
- Make it real, bring in some very potent, relevant and
insightful stats around the problem you are trying to solve.
Include perhaps a quote of a reliable source to substantiate
this. Look at producing a high level journey map, highlight
some of the key challenges experienced. What is the impact
of this along the value chain e.g. buyers, employees,
advisers, the company
- Bring the above back to what the client is trying to solve,
frame it in the HMW. State the opportunity clearly.
- Take them through at a high level your approach of what you
did
- Bring your insights to life  keep insights to a page, use
quotes, remember the so what for the business or what if
question
- Showcase what you designed  keep it simple, highlight
areas of focus and what that solved for, based on your
insights.
- Experience principles
- Personas
- Benchmarking practices
- MAKE IT REAL
Make it real
Bring in a clickable prototype, use
service origami, make the client
feel and live the experience of
what you have designed.
Art of imagery
Bring your slide to life through
captivating images. Use
motion, gifs, humour. Less is
more.
Speak Human
Avoid the jargon of the business and
design world, speak to the client like
you would on the weekend, make it
human and personable.
The art of persuasion lies within the simplicity of what you show and the message
you convey.
Dont overcomplicate things.
KEY TIPS
Service
Design
Extras Bringing the service into products
9
SERVICE DESIGN
101
Rehearse
Rehearse your pitch a few times,
timing yourself, as well as
recording. You will soon start to
notice things that are bad habits,
which you can rectify to ensure a
smooth execution.
Tonality
Be energetic, yet controlled.
Your pitch should follow the
journey of your story in order
to convey the message. Speak
up and be clear.
Stance
Be triangular in shape, to show
confidence. Half the presentation is in
your own body language, if you portray
that you are insecure that will come
through in their trust of what you are
deliver (body language)
The success of your pitch lies within the confidence you portray and deliver. Believe
in what you are showcasing and this will come through
Be weary of your internal habits as these will come through.
Confidence RULES
BELIEF: ITS A MINDSET
 Basing your insights on what has been and what you have
done for other clients
 Telling clients
 Time spent focused on your response to the challenge
 Addressing the perceived immediate client ask without
questioning or probing on the underlying issues or client
objectives.
 Only pushing the work you are comfortable with
 Proactively engaging clients about the broader challenges and
disruptions, enlarging their vision to reframe with the client
 Focusing and aligning work to target the right client objectives for
the longer term benefit
 Collaboratively ideating with the client
 Create a sense of partnership and alignment behind a common,
long term vision and shared value proposition
 What you did for others
 PowerPoint-led presentations
 Offering cookie cutter solutions
 'Closing the deal' and then negotiating contract terms
 Keeping your cards close
 Combining your experience with quantitative and qualitative
insights, using market and client data to form recommendations
 What you will do for the client (and with them)
 Innovative solutioning, rapid prototyping and demonstrations
 Telling a well thought-out, highly customized story, through an
immersive and engaging experience
 Creating a perfect pitch, depicting clear client-specific value
 Be open throughout the process around pricing, timelines,
resourcing
 Be adaptable (agile) and co-create the delivery with the client.
TOFROM
CLOSE IT
 Showcase your proposed approach /
roadmap
 Show the team
 The rand value
 The timeline
 Raise the assumptions
THANK YOU

More Related Content

Effective Presentation Skills

  • 4. A story is the only way to activate parts in the brain so that a listener turns the story into their own idea and experience
  • 7. STORY TIME - Why are we here? What was the client ask? - Clearly articulate this again, so you are all aligned and on the same page of what was solved for. - What is the environment showing us - Make it real, bring in some very potent, relevant and insightful stats around the problem you are trying to solve. Include perhaps a quote of a reliable source to substantiate this. Look at producing a high level journey map, highlight some of the key challenges experienced. What is the impact of this along the value chain e.g. buyers, employees, advisers, the company
  • 8. *Takenfrom social media on INSTAGRAM from Saturday 8th September 2018
  • 9. AS A FAN I CANNOT RELATE TO SA RUGBY, THE BRAND IS INVISIBLE AND LACKS EMOTIONAL CONNECTION. SA RUGBY IS AN INVISIBLE STRUCTURE AT THE BACK WE DONT KNOW WHO THEY ARE AND WHAT THEY DO? *From Interviews
  • 10. STORY TIME - Why are we here? What was the client ask? - Clearly articulate this again, so you are all aligned and on the same page of what was solved for. - What are we seeing? - Make it real, bring in some very potent, relevant and insightful stats around the problem you are trying to solve. Include perhaps a quote of a reliable source to substantiate this. Look at producing a high level journey map, highlight some of the key challenges experienced. What is the impact of this along the value chain e.g. buyers, employees, advisers, the company - Bring the above back to what the client is trying to solve, frame it in the HMW. State the opportunity clearly.
  • 11. HOW MIGHT SA RUGBY BECOME THE BIGGEST FAN OF RUGBY IN SOUTH AFRICA?
  • 12. STORY TIME - Why are we here? What was the client ask? - Clearly articulate this again, so you are all aligned and on the same page of what was solved for. - What are we seeing? - Make it real, bring in some very potent, relevant and insightful stats around the problem you are trying to solve. Include perhaps a quote of a reliable source to substantiate this. Look at producing a high level journey map, highlight some of the key challenges experienced. What is the impact of this along the value chain e.g. buyers, employees, advisers, the company - Bring the above back to what the client is trying to solve, frame it in the HMW. State the opportunity clearly. - Take them through at a high level your approach of what you did
  • 13. The Approach DISCOVER 10 Jun 15 Jun 18 Jun 22 Jun InsightsResearch Analysis & Synthesis Opportunity Areas Desktop Research Customer Interviews Stakeholder Interviews Activities Playback Reportt Key Findings Recommendations Research themesDeliverable s DESCRIBE We aimed to understand the business context and technological landscape around theX offering, before talking to customers about their experience withX. WEEK 1 WEEK 2 Stakeholders 1. X 2. X 3. X 4. X 5. X 6. X 7. X 8. X 9. X 10. X 11. X 12. X 13. X 14. X 15. X 16. X 17. x Customers - 18 Customers - Ages 20 - 45 - 6 x x - 6 x xyz - 6 x xzk Documentation - 2.0 Y Strategy - 2.0 Experience Definition - Information Architecture - Onboarding Process flows - User Testing Report - 2.0 Competitor Analysis - Platform Architecture - Analytics Dashboards
  • 14. USER INTERVIEWS SOCIALAUDIT WEBANALYTICS BENCHMARKING INTERNATIONALAND LOCAL RESEARCH 28 100 FAN AND POTENTIALFAN SURVEYS 6 UX TESTING FOR IA
  • 15. AND A MILLION STICKIES
  • 16. off the bench How might we help SA Rugby to become relevant, transparent and engaging to #1 WHO IS SARU? Its tie to get INSIGHTS QUANTITIVE AND QUALITATIVE 16
  • 17. STORY TIME - Why are we here? What was the client ask? - Clearly articulate this again, so you are all aligned and on the same page of what was solved for. - What are we seeing? - Make it real, bring in some very potent, relevant and insightful stats around the problem you are trying to solve. Include perhaps a quote of a reliable source to substantiate this. Look at producing a high level journey map, highlight some of the key challenges experienced. What is the impact of this along the value chain e.g. buyers, employees, advisers, the company - Bring the above back to what the client is trying to solve, frame it in the HMW. State the opportunity clearly. - Take them through at a high level your approach of what you did - Bring your insights to life keep insights to a page, use quotes, remember the so what for the business or what if question - Showcase what you designed keep it simple, highlight areas of focus and what that solved for, based on your insights. - Experience principles - Personas - Benchmarking practices - MAKE IT REAL
  • 18. Make it real Bring in a clickable prototype, use service origami, make the client feel and live the experience of what you have designed. Art of imagery Bring your slide to life through captivating images. Use motion, gifs, humour. Less is more. Speak Human Avoid the jargon of the business and design world, speak to the client like you would on the weekend, make it human and personable. The art of persuasion lies within the simplicity of what you show and the message you convey. Dont overcomplicate things. KEY TIPS
  • 19. Service Design Extras Bringing the service into products
  • 21. Rehearse Rehearse your pitch a few times, timing yourself, as well as recording. You will soon start to notice things that are bad habits, which you can rectify to ensure a smooth execution. Tonality Be energetic, yet controlled. Your pitch should follow the journey of your story in order to convey the message. Speak up and be clear. Stance Be triangular in shape, to show confidence. Half the presentation is in your own body language, if you portray that you are insecure that will come through in their trust of what you are deliver (body language) The success of your pitch lies within the confidence you portray and deliver. Believe in what you are showcasing and this will come through Be weary of your internal habits as these will come through. Confidence RULES
  • 22. BELIEF: ITS A MINDSET Basing your insights on what has been and what you have done for other clients Telling clients Time spent focused on your response to the challenge Addressing the perceived immediate client ask without questioning or probing on the underlying issues or client objectives. Only pushing the work you are comfortable with Proactively engaging clients about the broader challenges and disruptions, enlarging their vision to reframe with the client Focusing and aligning work to target the right client objectives for the longer term benefit Collaboratively ideating with the client Create a sense of partnership and alignment behind a common, long term vision and shared value proposition What you did for others PowerPoint-led presentations Offering cookie cutter solutions 'Closing the deal' and then negotiating contract terms Keeping your cards close Combining your experience with quantitative and qualitative insights, using market and client data to form recommendations What you will do for the client (and with them) Innovative solutioning, rapid prototyping and demonstrations Telling a well thought-out, highly customized story, through an immersive and engaging experience Creating a perfect pitch, depicting clear client-specific value Be open throughout the process around pricing, timelines, resourcing Be adaptable (agile) and co-create the delivery with the client. TOFROM
  • 23. CLOSE IT Showcase your proposed approach / roadmap Show the team The rand value The timeline Raise the assumptions

Editor's Notes

  • #3: We got them to imagine what their north star looks like. It was our hook. You need a hook you need to inspire them, set their vision clear at the fore front of their minds then bring it back to reality, to position where they are. You show them the art of the possible North star ultimate vision of where the company wants to be, wjhat experience they are going to derive and what they will deliver. We set the stage to tell them their story
  • #5: https://blog.bufferapp.com/science-of-storytelling-why-telling-a-story-is-the-most-powerful-way-to-activate-our-brains Reasonate with the audience. It connects us, makes us feel. In the connection, as we route for the hero we are changed.
  • #6: http://thebettermanprojects.com/?attachment_id=3937 Trivial told brilliantly is better than profound told badly. Change is fundamental in story life is never static Life is conditional
  • #7: Moral, values, emotional connection. Demonstrates transformation. Remind people of the status quo, then revealing the path to a better way. Tension helps persuade the audience to adaopt a new mindset. Follow aritstoles 3 part story structure (beginning, middle, end), easy to digest, remember and retell. Start by telling them why we are here, cerates a bond between you and them and opens them up to hear your ideas for change. After you have set the baseline intropduce your vision of what could be. The ghap between the two will throw the audience off balance, and thst a good thing. It jars them out of complacenecy. Develop the Middle Now that people in your audience realize their world is off-kilter, keep playing up the contrast between what is and what could be.As you move back and forth between what is and what could be, the audience will find the latter more and more alluring. Make the Ending Powerful You dont want to end with a burdensome list of to-dos. Definitely include a call to action but make it inspiring so people will want to act. Describe what I call the new bliss: how much better their world will be when they adopt your ideas. Call to action:It will take extra work from all departments to make Q4 numbers, but we can deliver products to our important new clients on time and with no errors.
  • #8: Why is telling stories important? Humans are emotional creatures. My impression is that storytelling allows us to digest information more easily because it connects that information to emotions. ... Storytelling isimportantbecause it is effective at teaching in a way that people can easily remember, and at helping people relate to one another
  • #11: Why is telling stories important? Humans are emotional creatures. My impression is that storytelling allows us to digest information more easily because it connects that information to emotions. ... Storytelling isimportantbecause it is effective at teaching in a way that people can easily remember, and at helping people relate to one another
  • #13: Why is telling stories important? Humans are emotional creatures. My impression is that storytelling allows us to digest information more easily because it connects that information to emotions. ... Storytelling isimportantbecause it is effective at teaching in a way that people can easily remember, and at helping people relate to one another
  • #18: Life health care
  • #19: Use sign posts - state what your going to cover and for how long
  • #20: PLAIN BACKGROUND SECTION DIVIDER (White) How to change the colour of the title Select the Text Box On the Home tab select font colour Select another colour from the Fjord palette
  • #22: Dress properly Google the people prior to going into the talk, know your audience.