CRO Presentation

Part
01
of two
Part
01

Chief Revenue Officer Presentation - DESIGN Best Practices

PowerPoint presentations can be used to present a variety of information in a variety of ways including being used as part of a job interview. When creating a PowerPoint presentation, the best results will be achieved if the best practices are followed. The best practices of a PowerPoint presentation design involve understanding the basics. The use of visual hierarchy, slide layout design, typography, color, and details are all necessary in order to create an amazing PowerPoint presentation that will deliver your message in the most effective way. There are countless customizable templates available for download that can be used to create a PowerPoint presentation. Or, if you would rather be more original, there are also many examples of PowerPoint presentations that can be viewed online. Both templates and examples are included in the sources below. Finding inspiration in examples or using a template and using the best practices will help create an amazing PowerPoint presentation.

BEST PRACTICES

In determining best practices, I looked for the advice and tips that were given most frequently. In numerous sources, I found the same areas, visual hierarchy, slide layout, typography, color, and details, discussed. I provided the source that presented the information the most concisely yet thoroughly. Envatotuts provides information that is representative of the most important parts of a PowerPoint slide. The tips given are best practices I found more than once in different sources. The best practices are presented in a tutorial which covers the basics of presentation design in the areas of visual hierarchy, slide layout design, typography, colors, and details.

VISUAL HIERARCHY

Visual hierarchy refers to "The arrangement of elements in a way that it implies importance," and allows for the influencing of what the viewer perceives in the presentation through the use of design elements such as contrasting colors and varying sizes of pictures, graphs, and other images.

SLIDE LAYOUT

Slide layout design gives tips on how to design the layout of each slide, remembering that less is usually more when it comes to PowerPoint slides. Highlighting key information so that it stands out and using effective repetition techniques are also discussed. A link to a recommended collection of PowerPoint slide templates is included in this section.

TYPOGRAPHY

The typography section gives tips on the best ways to use a font in a PowerPoint presentation. According to Envatotuts, traditional fonts such as Ariel, Helvetica, and Roboto are the best to use because they don't draw attention. Fonts that are more difficult to read, such as Comic Sans, detract from the overall presentation. On each slide with a title, the title should be in a larger font than the rest of the text on the slide and should also be bolded. Font sizes should be large enough to be easily read. A final tip concerning typography relates to how much text should be on a slide. Bulleted lists of key facts/information work better than entire sentences because it makes the information presented easier to digest.

COLOR

When choosing colors for slides, it is crucial to keep in mind that colors have an effect on emotions. Brighter colors are often thought of as more carefree and playful while darker colors are often seen as more serious and professional. If the slides are affiliated with a specific brand, the brand colors should always be used. When choosing colors all your own, stick to one or two accompanied by colors that are shades of gray. Resources such as Adobe Color can be used to find color choices that are more adventurous. Links to Dribbble, and Behance, two design sites, are provided as examples of how colors can be used.

DETAILS

Finally, getting the details right when using supporting materials such as photographs, charts, and icons can really enhance the presentation's visual impact. When choosing photographs, it is not necessary to use stock photos. In fact, better results can be had if stock photos are avoided entirely and photographs from sources such as Unsplash are used instead. If using charts, be careful not to use too many. Too much data presented at once can overwhelm viewers and detract from the presentation. Charts should be easy to read, easy to understand, and followed by a slide that explains the data presented in the chart.

EXAMPLES

Since a specific number of examples was not provided, I looked for sites that provided examples that would stand out and be noticed while still looking professional. There are examples provided in Dribbble and Behance. The examples provided cover a wide range of fields and uses.

TEMPLATES

Many sites provide numerous PowerPoint presentation templates used not just in business, but in other fields as well. Some templates are free while others need to be purchased. The templates provided by Graphic Panda and Slide Smash are free. The templates offered by Envatotuts, Improve Presentation, and Slide Team must be purchased. Slide Team offers templates specifically for Interview PowerPoint presentations. One is titled, "Introducing yourself for an interview," and the other titled, "The perfect way to introduce yourself." To download free samples and access the rest of this site, registration must be completed and a subscription must be purchased. A very large number of design possibilities are available through the sources provided below

CONCLUSION

PowerPoint presentations can be created in ways that can reflect the designer and deliver the desired information and data to the audience while looking both professional and amazing. Best practices when creating a PowerPoint presentation include using a Visual Hierarchy, choosing the most effective slide layout, paying attention to the typography so the font is easily readable in every way and there isn't too much text on the slide, carefully choosing colors to create the desired look, and finally, paying attention to the details such as contrasting use of color, icon placement, and photograph usage. Examples of PowerPoint presentations are provided as well as templates. Both free and pay templates are included.

Part
02
of two
Part
02

Chief Revenue Officer Presentation - CONTENT Best Practices

A summary of best practices around content for a business plan presentation by a Chief Revenue Officer (CRO) in the technology industry has been prepared for you below. These include using a Competitive Landscape, statistics from market reports and forecasts, and specific marketing plans and strategies.

Below you will find a deep dive of my findings and methodology to further explain how I determined best practices for this research topic.

METHODOLOGY

To answer your question, I researched best practices regarding the types of content to include in a business plan presentation for a Chief Revenue Officer (CRO) in a software company or the tech industry in general. While there is no preexisting information to answer this question in this level of specificity, I was able to apply general principles as well as detailed examples to give a picture of an ideal business plan presentation for the job. I initially searched for actual examples of presentations but found few that were relevant. I also did not find any source that collated best practices for CRO presentations.

Therefore, I used the 2015 Entrepreneur article (the most recent version) to provide a general guideline for best practices around content in business plan presentations. I used this article as it offered relevant guidelines for content instead of focusing on structure or presentation skills, which I encountered in other sources. I used Warrington's "Nuts and Bolts" guide to make sure all bases were covered in the business plan presentation. Finally, I used supporting materials such as templates, market reports and trusted media articles to flesh out the outline. Please continue below to see the results of my research.

BUSINESS PLAN CONTENT

WCB's "The Nuts & Bolts of Great Business Plans"2017-2018 provides a basic business plan structure outline. Here are the relevant sections as well as their suggested content inclusions for a Chief Revenue Officer in a software company or tech industry.

■ Executive Summary
• Includes opportunity statement, target market and competitive advantage. (Wonder also provides Competitive Landscape research which include competitive advantage, target market, pricing and key products for 3-4 competitors among other aspects.)
• Covers financing needs and proposal for raising funds
• If applicable, includes the team and key members

■ Industry
• Includes definition of industry size and growth rate ex. USA Digital Advertising market forecast by Statista
• Includes a section on industry trends
• Concludes with key success factors
■ Market Analysis
• Define relevant market - segmentation, demographics, behavior ex. Campaign UK article
• Elaborate on market size, trends, and current evaluations
• If possible, determine market share and sales figures as well as competitors

Note: Entrepreneur advises to use statistics moderately to help your audience relate to what you are saying, instead of processing a lot of numbers. Also, it is best to present objective content about competitors instead of subjective opinion.

■ Economics
• Define revenue sources and margins
• Determine fixed and variable costs
• Determine operating leverage
• Present breakeven charts and calculation
• Define economic model, i.e. Logic of Profit
• Determine profit potential and durability

Note: Entrepreneur exhorts focusing on how (the CRO expects) to make a profit from the business in this section. A visual representation of the content may help.

■ Marketing Plan
• Present overall strategy
• Define pricing, selling cycle and sales tactics
• Define sales tactics, ad and sales promotions, campaigns, customer service strategies
• Include notes on proposed policies for warranties/guarantees
• Include notes on distribution

Note: Please see the following section, Sales and Marketing, for more detail about this section. Entrepreneur also advises to be specific in regards to marketing strategy, while keeping the plan within budget constraints.

■ Financial Plan (3-5 years)
• Timeline to Breakeven and Positive Cash Flow
• Financial Assumptions, Cost controls
• Pro Forma Income statements, Balance sheets, and Cash Flow analysis

Note: Entrepreneur reminds to include your methodology in this section.

■ Appendix
• Include key sources and references

SALES AND MARKETING

I included Fan Foundry's "Sales and Marketing Development Plan for the Chief Revenue Officer" template as it provides detailed information for planning a presentation. Specifically, the template outlines sales strategies and distribution models with their respective metrics (slides 3-12). I have used the first plan/model for each component to illustrate:

■ Distribution Model ex. Direct Distribution
• Process Owner: Inside
• Metrics: Pipeline value, sales cycle velocity, win ratio

■ Pricing Model ex. Perpetual
• Pricing Method: Maintenance and service contracts
• Metrics: Pipeline value, sales cycle velocity, win ratio

■ Direct Sale Model ex. Outside
• Process Owner: Sales team leader
• Metrics: Qualified pipeline value, sales cycle velocity, sales win ratio

■ Partner Strategy ex. Ecosystem
• Process Owner: Sales and Marketing
• Metrics: Value, volume and velocity of deal flow by Partner type

■ Sales Pipeline ex. CRM
• Process Owner: Sales/marketing
• Metrics: Qualified pipeline value, sales cycle velocity, sales win ratio
■ Sales Management ex. Quota / Domain Math
• Process Owner: Sales/marketing
• Metrics: Qualified pipeline value, sales cycle velocity, sales win ratio

To see the complete list of sales strategies and distribution models with respective metrics, please review slides 3-12.

CONCLUSION

To wrap it up, a summary of best practices around content for a business plan presentation by a Chief Revenue Officer (CRO) in the technology industry has been prepared for you above. These include using a Competitive Landscape, statistics from market reports and forecasts, and specific marketing plans and strategies with applicable metrics.
Sources
Sources