Case Analysis and Presentations

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Case Analysis and Presentations

• MBA Consulting Group
• Desautels Faculty of Management
• October 4, 2006
• Richard G. Donovan
• Bronfman 589
• Richard.Donovan_at_McGill.ca

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Agenda

• Structure of Presentation
• Control your Settings
• Establish Rapport
• Opportunity Statement
• Current Situation
• Decision Criteria
• Alternatives
• Decision Matrix
• Recommendation
• Implementation
• Finances
• Contingency
• Wrap Up
• Q A
• Leadership
• Presentation Suggestions
• Final Thoughts

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Control your Settings

• Check lighting
• Check shades and blinds
• Check projector and computer
• Load Excel and PowerPoint
• Dont let your technology drive your presentation
• Erase blackboard / whiteboard
• Remove obstacles

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Establish Rapport

• Greet judges
• Establish eye contact
• Start strong
• Smile and enjoy!

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Opportunity Statement

• Must give time to digest
• Not too long
• Be clear as to goal of presentation
• Use point form when appropriate
• Highlight key words for emphasis

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Current Situation

• Make sure you have level 2 explanations at all
  times What does this mean?
• Be clear on ampleur
• Growing ? how much?
• Big ? how big?
• Use SWOT / Porter / Value Chain to frame content
  but do not present verbatim
• Plan seed for later in presentation
• Should be no longer than 2-3 minutes

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Decision Criteria

• Be clear as to what each criteria is
• Cost
• Morale
• Safety
• Profit
• Be careful with overlapping criteria
• (e.g. cost, profit)
• Be clear on weight and non-negotiable(s)

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Alternatives

• All must make sense given the situation in the
  organization
• Bring decision criteria through each alternative
  if you can
• Use point form to explain each alternative
• Think of hybrids or combinations
• Use decision tree to build argument when
  appropriate especially when 2 decisions are
  required

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Decision Matrix

• Must be clear on units of measure
• Polarity (pluses and minuses)
• Is simply a recap of your alternatives and
  decision criteria
• Be clear which decision criteria is / are
  non-negotiable
• If 2 alternatives are close, be clear as to why
  you chose one over the other urgency, impact,
  etc

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Recommendation

• Make sure your recommendation
• Makes sense
• Supports/Builds on core competencies
• Gives them a sustainable advantage over their
  competition
• Is aligned with their culture
• Is Simple (not necessarily easy)
• Is Consistent (not necessarily conservative)
• Is Bold when and where appropriate

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Implementation

• Have a tomorrow slide when appropriate
  especially when situation is urgent
• Be clear on ST MT LT
• (what is the timeline?)
• Make sure you describe who does what
• Use statistics when required
• Incorporate a testing run a pilot phase if
  necessary
• Have one slide to recap implementation with
  timeline or blocking chart

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Finances

• Should also be integrated throughout the
  presentation
• (in alternatives and/or implementation)
• Must support overall recommendation
• Show at least some of your excel work
• Have Pessimistic Optimistic values
• Be ready with walk away value
• Leave enough time for this

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Contingency

• Only when necessary
• What if you cannot
• get the funding?
• hire the right people?
• get the necessary support?
• Should only be one slide
• Can also be a back-up plan as opposed to an
  emergency plan

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Wrap Up

• If not enough time, cut and copy Opportunity
  statement here and recap
• If more time, recap alternatives, recommendation
  and finances as well
• Tell audience how excited your team is about your
  recommendation
• And tell them we look forward to working with
  you in the future
• Then open floor up to Q A

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Q A

• Stand up front to answer questions
• Rotate team member who answer if possible
• Answers should be 30 45 seconds max.
• Do not over explain
• Use opportunity to show additional work
• Clarify and check back when required
• Need to respond to comments as well as questions

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Final Thoughts on content

• Customer Service / Satisfaction
• Q C D S M (I)
• Consistent vs. Conservative Approaches
• Always but always Tack the carpet

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Leadership

• Know your role in the team
• Sometimes to be a good leader,
• you need to be a good follower

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Visuals PowerPoint Slides

• Use 7 / 7 rule (as close as possible)
• Use appropriate fonts and sizes
• Ensure parallel construction
• Order point form by importance, timeline, logical
  flow
• Use charts / graphs when appropriate
• Avoid reveal technique
• Use animation in moderation
• Be careful with use of color
• Know how to use PowerPoint features
• Make sure every slide counts

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Presentation

• Tell them what you are going to tell them
• Tell them
• Tell them what you just told them
• Be excited about what you are presenting
• Be assertive not aggressive
• Dont worry if you trip along the way
• Pay attention to the audiences reaction
• Dont be afraid to recap along the way
• Remember Practice, practice, practice
• Most importantly Be yourself !

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Top 23 Management Rules

• It depends
• You can lead a horse to water but you cannot make
  it drink!
• Good performers get rewarded with more work!
• If you want to get job done, delegate it to a
  busy person! (see 3)
• Never burn bridges, only fold them up!
• Every time you communicate with someone,
• you are marketing yourself!
• The day you stop learning is the day you die!
• Management is like Sesame Street
• Share your toys Treat everyone with fairness
  and dignity!
• God gave you two ears and one month, use them
  proportionately!
• The glass is always half full and never half
  empty!
• When given the choice between doing the right
  thing and the popular thing, always chose the
  right thing!

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Top 23 Management Rules

• Always hire people smarter than you!
• Locks are for honest people!
• No one can make you mad or take advantage of you
• unless you let them!
• There are always at least three sides to every
  story
• yours, mine and the truth!
• Liars have to have good memories!
• Learning isnt always comfortable!
• No use having a dog and barking too!
• Every decision we make sets precedent!
• Breakeven is not a goal!
• It is not good to be good all the time!
• It is better to be vaguely right than precisely
  wrong!
• The best way to begin is to begin!

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• ?
• I hope that you have all learned something new
  and have benefited from this seminar !!
• ?