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Management Presentation: 8 Tips, Examples & a Template

In a corporate context, presenting works wonders for a career. Most professionals get exposure to presenting to informed colleagues and department managers. It’s an ideal way to get visibility and show value. But a management presentation to senior executives who aren’t familiar department nuances is a different ballgame.

A management presentation is a high-level summary to senior executive that optimizes reports to include only the details relevant to directorial decisions . They are notoriously difficult to navigate for two reasons: 1. most executives do not have working knowledge of the nuances in each department , 2. presenters rarely have time to understand executives’ preferences .

More than anything else, good management presenters learn how to strike a balance in the degree of detail: they provide enough detail so executives make informed decisions, but not so much detail that they cause confusion.

This article explores how to make a good management presentations in PowerPoint using 4 management presenting best practices , 4 management presenting techniques , providing examples for each, and finishing with a management presentation template you can apply in real life. You can use it as a jumping off point for deeper communication curriculum .

5 management presenting best practices are:

• Ask what managers prefer ahead of time.
• Have 1 message, and 1 message Only.
• The only words should be “Thought Starters.”
• Keep it short.
• Practice 7 times in advance.

4 management presenting techniques are:

• Use a CSP model – Challenge, Solution, Progress.
• Begin with a summary of exactly 3 points.
• Use only these 3 chart types: bar, line, scatter.
• Design slides with the company logo.

I will use a financial analyst perspective in this article, but everything here applies to data and business analysts as well.

Ask Executives Their Preference Ahead of Time

If you’ve ever taken a class on presentation techniques, you’ve heard the old adage “know your audience.” It’s true, the best way to deliver a great presentation is to align your message with what your audience already understands. The same applies to a management presentation.

The challenge is that, more often than not, executives are too busy for you to get to know them well. This means you hardly get the chance to understand how they like presentations. So what can you do? Well, ask them! There’s no harm in sending an email to understand better. And what’s more, once you know, you can always defer to their preferences in the future.

For a financial management presentation, common questions to ask include the following:

• Do you prefer to see raw data, or only visualizations?
• Do you prefer charts or table summaries?
• Would you like a written explanation on paper for each slide?
• Do you like averages alone, or do you prefer means, or standard deviation?
• What interests you most in a presentation?

If you gather some helpful insights, then your presentation will be that much better. That said, you may not get a response, or it may be quick and not insightful. But most senior executives will appreciate you asking .

The best part is you will be able to surprise them. Using the best practices and techniques below, in additional to any insights gathered form your email, will work wonders for you.

Have 1 Message, and 1 Message Only

The easiest mistake to make on a management presentation is trying to deliver multiple messages. Senior executives go through loads of meetings every day, and each meeting they have includes a wave of information. Your mission should be to deliver 1 essential message so they can easily understand and compartmentalize it.

This is no easy task. When I try to narrow down the focus of my management presentation message, it seems like I leave out critical information along the way. The key is to tell a story to incorporate critical information as part of a story towards the essential message.

For example, imagine you work for a wholesale watch company called Batch Watch . You want to explain a financing operation in which the company has the option of two loans to fund the initial costs of 10,000 watches. These loans have different interest rates and maturity dates. Loan A is better if the company expects to sell the watches within 3 months, while Loan B is better if the company expects to sell over more than 3 months. Each has cancellation fees and cash flow impacts.

Instead of showing the cancellation fees and cash flow impact of the each loan, all you need to say is “ we expect the company to sell them within 3 months, and we recommend loan A for that reason.” If the executives disagree on the sale timeline, they will ask for more information.

This is how you keep senior executives engaged, by integrating them in the story you tell. Ultimately, the essential message of your presentation should be how much profit the company will make from the watch funding operation. Senior executives should leave feeling like the project is in good hands with you, and they only feel that way when you tell a story around the essential message .

Whatever the Message, Use Data

Whatever message you want to send, it needs to be backed up by data. In the example above the data was financial, but it’s not always that simple. Context may require you to provide KPIs and perform extensive data analysis that culminates in a small output that your viewers can easily digest.

You need to be strong with data to deliver a good management presentation. To get started or refresh your memory, you can read AnalystAnswers’ free Intro to Data Analysis eBook .

The Only Words Should be “Thought Starters”

As a general presentation principle, you should not write many thoughts down on presentation slides. Words have two negative impacts on the audience: they demand energy from the reader, and they make the reader feel compelled to read, lest they misunderstand.

If you can avoid putting text blocks altogether, do. If you don’t need any writing at all, don’t. However, if you need guidance as you speak or want to provide reminders for a later data, use “Thought Starters.”

Thought starters are phrases of 3 words maximum that contain ideas leading to the essential message. People often call them “bullet points,” which is common for list-style thought starters. Personally, I prefer to place thought starters at different places on a slide. When I use a chart, for example, I put thought starters at relevant places on the slide.

Keep it Short

Your presentation should never consume more than 80% of the allotted timeframe. This means that if you plan a 5 minutes meeting, deliver the presentation in 4 minutes. If you’re given 30 minutes, do it in 25 minutes. If you have 1 hour, do it in 45 minutes.

By keeping the presentation short, you relieve the audience and you allow for some question buffer. Have you ever sat in a meeting planned for 1 hour, and at 45m it ends early? It’s a pleasure for everyone. Most of us feel like we’re running behind — when you put us ahead of schedule, we love you!

At the same time, senior executives may bombard you with questions throughout the presentation. If you planned to fill the whole timeframe, you won’t finish. But if you planned to finish early, you still have a chance.

And if you use the rest of these best practices and techniques, those senior executives shouldn’t need to ask too many questions!

Practice 7 Times in Advance

There’s a mix of opinions on the number of times you should rehearse a presentation before doing it live, but most people agree that it’s somewhere between 5 and 10 times. If you take nothing else from this article, take this. To deliver a good presentation, prepare excellent slides; to deliver a great presentation, practice presenting them 7 times.

To deliver a good presentation, prepare excellent slides; to deliver a great presentation, practice presenting them 7 times. AnalystAnswers.com

But just practicing isn’t enough, there are a few criteria you must meet:

• Practice in the room you will present in. There’s something about envisioning yourself live that really makes a difference. When you practice in a space other that where you’ll present, it’s good. But when you practice in the “live” room, you’re able to sensitize yourself to the environment, which calms nerves so you can focus on the message.
• Have an audience. We all behave differently when there’s stimulus of other people around. Whenever possible, get one or two people to whom you can present. In addition to getting used to having an audience, you’ll also get some feedback.
• Use the same volume of voice. When we’re not “live,” we have a tendency to hold back on our voice. This is detrimental to the presentation because you feel taken off guard by your own voice. Make sure to envision yourself in front of the senior execs when you practice.

Best Practices Recap

We’ve addressed 5 best practices — now let’s turn our attention to 4 specific techniques you can easily implement. And when you do, that work wonders for management presenting.

Use a CSP Model (Challenge, Solution, Progress)

Every presentation needs structure, but it’s easy to forget that we need to guide our audience. A great way to structure management reports is using the CSP model. CSP stands for Challenge, Solution, Progress, and it’s exactly what it sounds like.

You need to explain the challenge or goal, explain what the solution to the challenge is (or how to achieve the goal), and show where you are in the steps to completing that goal.

For example, let’s look at our Batch Watch case. Imagine you need to find funding for a new product launch — $100,000 to be exact. A sample CSP model for this would be a slide that shows:

By using the CSP model, you guide the audience. However, it’s important to note that the CSP model is not a summary . It’s an overview of the process, but a summary should always come before. Let’s talk about it now.

Begin with a Summary of Exactly 3 Points

Any good presentation begins with a summary. And a good summary communicates the essential message simply in 3 points. However, the summary is not the same thing as the CSP model. Instead, it provides an alternative view on the challenge and and solution.

For example, using our Batch Watch case of funding a new product, you could address a summary in the following way:

• Challenge, Solution, Progress
• Funding acquisition
• Project Timeline

This provides additional details that are most relevant to the project and carry added value to the CSP model.

Use only Bar Charts (aka Column Charts), Line Graphs, and Scatter Plots

Whether it’s for data, financial, and business analyst topics , management presentations should only ever have bar charts, line graphs, and scatter plots. They are common, rich in information, and well understood. Any other kind of graph is distracting more than anything else.

A bar graph is useful when you want to compare like variables. For example, if you want to show the average size of Canadian trout versus American trout. A common mistake, though, is to use bar graphs to show change over time. While it’s not incorrect to do so, line graphs are better for this purpose.

A line graph is useful when you want to show change in one variable over time (we call this time series data). For example, if you want to show the progression of revenues over time, line graphs are the perfect way to do so.

A scatter plot is best when you want to compare a set of observations of one variable to a set of observations of another. It’s the ideal way to quickly visualize the relationship between two variables. For example, if you want to see how company revenues compare to GDP, you could use a scatter plot like this:

For example, let’s look at our Batch Watch case. If we want to see how our company is performing compared to the economy as a whole, we could use this scatter plot. As you can see, we have a positive (bottom left to top right) relationship, but a weak one (points not clustered closely).

Design Slides Using the Company Logo

When you’re presenting to senior executives, you want your slides to look professional. The best way to do that is by putting your company logo on them, including any corporate design standards (colors, fonts, etc). Show through your presentation that you belong to the same company, and that you’re in it in spirit. For example, let’s add the AnalystAnswers.com logo to our CSP slide:

Techniques Recap

Here’s a sample management presentation template below. I hope you understand after reading this article that management presentation is more about your delivery than it is about the slides you prepare.

Download Management Presentation Template for Free

While the techniques we’ve discussed will help you build a good presentation, your success really depends on how well you deliver the ideas needed to help senior executives make decisions. At the end of the day, it’s all about balance.

If you only remember two things from this article, remember that great management presenters give enough detail to inform senior executive but not too much that they cause confusion, and great management presenters make sure they do so by practicing 7 times in advance. You’ll have to practice, practice, practice.

About the Author

Noah is the founder & Editor-in-Chief at AnalystAnswers. He is a transatlantic professional and entrepreneur with 5+ years of corporate finance and data analytics experience, as well as 3+ years in consumer financial products and business software. He started AnalystAnswers to provide aspiring professionals with accessible explanations of otherwise dense finance and data concepts. Noah believes everyone can benefit from an analytical mindset in growing digital world. When he's not busy at work, Noah likes to explore new European cities, exercise, and spend time with friends and family.

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Presenting to Management? Be Prepared for the Tough Questions.

• Sabina Nawaz

Take your time, and make every word count.

We’ve often spent hours rehearsing before presenting to upper management, only to freeze when confronted with a tough question from our bosses. All our preparation and carefully curated slides go unacknowledged. It’s our botched responses in the moment that stick.

If you’re presenting to an executive audience, you clearly have credibility, expertise, and a successful track record. You know how to tackle live questions because you can fall back on your knowledge and experience. But how do you field the tough questions from management — the ones you don’t have an answer to?

Consider these tips: First, don’t be too quick to respond after an executive grills you. Pause before you speak to collect yourself. Second, have an abundance mindset to overcome any anxiety you may feel. Once you do speak, provide the bottom line first, not the steps you took to arrive at it. Then, adhere to a word diet. Budgeting your words forces you to be clear and direct.

I don’t understand. How can your numbers be so off?

• Sabina Nawaz is a global CEO coach , leadership keynote speaker, and writer working in over 26 countries. She advises C-level executives in Fortune 500 corporations, government agencies, non-profits, and academic organizations. Sabina has spoken at hundreds of seminars, events, and conferences including TEDx and has written for FastCompany.com , Inc.com , and Forbes.com , in addition to HBR.org. Follow her on Twitter .

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Write a Winning M&A Management Presentation

February 13, 2023

Are you looking for a new owner, scale-up funding or new financing for your business? If so, you need to invest in creating the best M&A management presentation your prospective investor has seen.

Really effective management presentations are like great cvs. they won’t get you the job, but they make the right impression to get you through the door, into the board room and onto the agenda . great management presentations do this by making your audience want to find out more., every management team and business is different. that means there’s no simple template or formula that you can copy for your management presentation.   don’t believe people who tell you there is.

We’ve pulled these seven tips from the 15+ years’ experience of the team at Benjamin Ball Associates . Our management presentation coaching specialists have reviewed thousands of management presentations, and we know that small changes make a big difference . Incorporating these tips can make the difference between getting relegated to the ‘no’ pile, or having an investor take the next step to investing with you.

How to write a winning management presentation Your management presentation should sell the investment, not your product Keep your M&A management presentation simple Be clear what makes you special in your presentation Don’t let your management presentation be boring Appeal to the heart AND the head in your management presentation Be honest in your management presentation Show, don’t tell

Best management presentation tip #1: Sell the investment, not the product

Investors are selfish. Your product may well change the world, but the investor is primarily thinking about their own risk and reward. This means that when they listen to you, they are subconsciously asking the question: ‘what does this mean for me’?

The best management presentations present everything in an investor-first context.

• So instead of slides that talk about your plans and ambitions, frame the information in terms of how those plans and ambitions will impact your investor’s returns.
• Instead of listing your team’s background, demonstrate how that background makes you a safe pair of hands for a new owner.
• Got great sales forecasts? Show how those forecasts will translate into rewards for investors.

Grab and hold their attention by using the language of M&A and investment and focusing on the things that matter most to potential buyers.  Read how to create a great pitch document.

Contact us for a free consultation on your coaching needs

Best management presentations tip #2: Keep it simple

Investors don’t put their cash into opportunities they don’t understand. If you present a concept in a difficult or complicated way , the mental exertion feels painful or makes them uneasy. Investors associate this with a negative gut instinct about you or your opportunity. That road leads to a ‘no’.

Instead, make the investment proposition easy to grasp . Clarity and ease of mental digestion feels good – That means investors will associate positive feelings with you and your opportunity .

So how do you transform a complex business into a simple management presentation?

When Steve Jobs was trying in 1990 to explain the impact that computers would have on the world, he spoke about bicycles. He described how humans are inefficient movers compared to many other animals on the planet. A human on a bicycle, though, can move even more efficiently than a condor. And a computer is like a bicycle for the human mind.

This analogy used a familiar concept (bicycles) to make an unfamiliar concept (computers in 1990) relatable. Analogies are one of several tools that help communicate complex ideas more effectively. Others are metaphors, similes and stories. No matter how complicated or abstract your product is, there is a way of presenting it in a simple, visual and engaging way. Use these ideas in your management presentations.

Best M&A management presentations tip #3: Be clear what makes you special

We find senior executives are frequently too close to their business to uncover the red thread that needs to run through their management presentation to make it exciting for investors. This is especially true for people wanting to sell their business . That’s where we help them discover their red thread and turn in into a seam of gold. What is the secret sauce that drives your success? Perhaps it’s your team, your IP, your connections or your track record?  

The best M&A management presentations focus relentlessly on their unique advantage. They demonstrate why it will contribute to the business’s success and how the team will leverage it.

One of our clients, a London-based block chain developer, used this idea to their advantage. Their original pitch had confused what they had done, the market, their technology, their products and the potential of the business. In all, it was unclear what the business did and why investors should be excited. For their management presentation, we helped them identify the red thread and then turn it into a few clear messages that ran through the presentation. The result was a compelling investment story that has taken them to the next level.  

Learn how to create a powerful equity story.

How to create a killer pitch deck

Best management presentation tip #4: don’t be boring.

• Crowded slides?
• Long blocks of text?
• Lists of bullet points?
• Bland headings?
• Weak design?

If your management presentation pitch deck looks as boring as everyone else’s, then investors will not get excited about meeting you. The best management presentation pitch decks are easy to read . They grab interest from the start, avoid jargon and use engaging language. They arouse interest through compelling headlines .

Investors should be able to flick through your management presentation pitch deck and understand your key points just from reading your slide headings. But those headings should also be different and intriguing enough that investors want to find out more. For example, instead of naming one of your slides ‘ About Us’ or ‘Our Team’ , choose a headline that reinforces your key message.

If your business is about running rock festivals, your headline for the team section of your deck could be ‘Ten Years’ Combined Experience of Running Profitable Events’. If you manufacture widgets that draw on your experience working with the inventor of the leading vacuum cleaner, your headline could be ‘James Dyson’s Protégé’. Finally, the best management presentations are often professionally designed with plenty of white space and relevant visuals. Don’t let amateur design let you down.

Best management presentation tip #5: Appeal to the heart as well as the head

Stories are an incredibly effective way to bypass investors’ heads and reach straight for their hearts. Instead of delivering plain facts in your management presentation (which are quickly forgotten), provide them within the context of a story.

• Identify the problem (the ‘villain’ of your story) and then
• Introduce your solution (the ‘hero’ of your story).
• Show what happens after the hero takes action, and
• Lay out the consequences of that action (or the consequences if that action doesn’t happen).

Perhaps your product is a small security device that alerts friends and family when you need help. Your presentation could focus on the software behind the invention. You could talk about how easy it is to set up. You can list the features and benefits. Or you could share what it’s like to feel safe and connected. You could show a video of someone whose life was saved, and how he or she felt when help came running – thanks to your device. That’s what great management presentations feel like.

When you trigger your buyer’s emotions, they become invested in your business and in you. Your management presentation becomes memorable and shareable. Remember: “People will forget what you said, people will forget what you did, but people will never forget how you made them feel.”

Best M&A management presentation tip #6: Be honest

The best management presentations are from senior executives who don’t pretend to be perfect. Teams admit their mistakes, but also what they’ve learnt from them. They don’t hide their strategy changes, but instead share why and how they changed their approach, and the impact this has had. They have the confidence and self-awareness to be honest. As a result, investors see them as being trustworthy and having integrity and credibility.

Investors know there’s no perfect opportunity, there’s no perfect team, there’s no risk-free reward . So they are – rightly – wary of management teams that claim to offer any of these. Equally, if it appears that you’re trying to hide or mislead them, the investor will start to question everything else about you. To avoid this, be explicit about the data backing up your track record and the methodology used for your forecasts. Address doubts in your management presentation instead of creating them.

How to prepare an investor pitch deck

Best management presentation tip #7: show, don’t tell.

In your management presentation, Instead of describing how your product works, embed (or link to) a short film or screen-capture showing how it works. Instead of stating that your product changes people’s lives, include screenshots of customer reviews in which people say they will never be the same again. You could say that your product or service is different, but it’s much more powerful to show it, with mock-ups, testimonials and clippings from your industry’s trade press.  

A few years ago we helped a diamond mining company raise money from investors in London. To back up the powerful pitch deck that we helped them create, for their management presentation we suggested they bring a raw diamond into their meeting. Why? Firstly, few investors will have ever handled a raw diamond. Secondly, it allowed the management team to bring the business to life with stories: How often a diamond of that size was found, How many tons of rock they had to move to find that diamond, At what depth they found it, and What they did about safely and security. This one small prop transformed the quality of their presentation and made it much easier for the team to raise the money they needed to expand the business.

Transform your M&A management presentation

Call us, you’ll get  practical, easy-to-implement advice that will help you to grab investors’ attention , impress them and get you invited in for that vital face-to-face management presentation. you’ll benefit from our 15+ years experience transforming management presentations. then, ahead of   the meeting, we help you rehearse the management meeting so that you come across as just the right team to help the investors achieve their investment objectives., we do this every day for scale-ups, quoted companies and private equity firms.  , call louise today on +44 (0)20 7018 0922 or email [email protected] to discuss how we can best help you., transform your presentation skills with tailored coaching.

We can help you present brilliantly. Thousands of people have benefitted from our tailored in-house coaching and advice – and we can help you too .

“I honestly thought it was the most valuable 3 hours I’ve spent with anyone in a long time.” Mick May, CEO, Blue Sky

For 15+ years we’ve been the trusted choice of leading businesses and executives throughout the UK, Europe and the Middle East to improve presentation skills and presentations through coaching, training and expert advice.

Unlock your full potential and take your presentations to the next level with Benjamin Ball Associates.

Speak to Louise on +44 20 7018 0922 or email [email protected] to find out more and discuss transforming your speeches, pitches and presentations.

Or read another article..., how to sell your business: 9 success secrets.

Get the best value when you sell your company Embarking on the journey…

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Contact us for a chat about how we can help you with your presenting.

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Top 10 Strategic Management PPT Templates with Samples and Examples

Neha Ranaut

In today's fast-paced business environment, effective strategic management is crucial for organizations, aiming to achieve their goals and stay ahead of the competition. A well-designed and visually appealing presentation can significantly convey strategic concepts and ideas to stakeholders, whether for board meetings, investor pitches, or internal communications.

In this blog, SlideTeam has curated a collection of the Top 10 Strategic Management PowerPoint Templates that are creative and powerful. Each template is carefully selected to provide a comprehensive range of design options and content layouts, enabling you to effectively communicate your strategic vision, goals, and action plans.

Whether you're a seasoned executive, a budding entrepreneur, or a student studying strategic management, this blog will provide you with the most impactful PowerPoint templates and teach you how to leverage them effectively. So, let's dive in to elevate your presentations to the next level. You'll have a handful of attractive templates that help you captivate your audience, communicate your strategic vision with clarity, and inspire action toward your organizational objectives.

Template 1: Strategic Management Guide for Leaders Strategy

This PPT Template is a powerful resource designed to assist leaders in managing and communicating their strategic initiatives. It is a comprehensive guide that provides you with valuable insights, tips, and real-life examples to enhance their strategic management skills. By utilizing the Strategy CD template, leaders can structure their presentations, have a table of contents, incorporate data-driven visuals, and engage their audience through storytelling techniques. You can customize it according to your wants and add multiple features to ensure your presentation aligns with your organization's unique strategy and messaging. Download it now.

Download Now!

Template 2: Marketing Strategic Management PowerPoint Presentation Slides

This PPT Deck offers comprehensive tools for marketers to communicate their strategic plans and initiatives. In today's competitive business environment, marketing drives a significant portion of growth and captures market share. These presentation slides give marketers a structured framework to showcase their marketing strategies, objectives, target audience analysis, competitive analysis, and action plans. The visually appealing elements, charts, and graphics enable marketers to convey complex marketing concepts with clarity and impact. Use this PPT Presentation communicate their strategic vision, align their teams, and secure buy-in from stakeholders, ultimately leading to successful marketing campaigns and business outcomes. Download it now.

Template 3: Sustainable Competitive Advantage in Strategic Management PowerPoint Presentation Slides Strategy

This PPT Template is a valuable resource for organizations seeking a sustainable edge in the marketplace. The slides offer a complete framework to analyze and develop sustainable competitive advantages. It guides organizations through key strategic concepts such as value proposition, differentiation, cost leadership, and innovation. The visually compelling design and customizable features help convey complex ideas effectively, enabling presenters to articulate their unique value propositions and strategic initiatives with clarity and persuasion. Get it now.

Template 4: Strategic Management Advisory Company Profile Complete Deck

The PPT Deck helps firms present their capabilities, industry experience, and unique value proposition to potential clients and stakeholders. It covers all essential aspects of the company profile, including an introduction, mission and vision, team expertise, service offerings, case studies, client testimonials, and contact information. Use this presentation to effectively communicate your expertise, build credibility, and establish trust with its target audience, ultimately attracting new clients and partnerships. Download now from the link below.

Template 5: Business Strategic Management PowerPoint Presentation Slides

The planning template provides professionals with a systematic toolkit for creating impactful presentations on strategic business management. This slide offers a diverse range of visually captivating design options, content layouts, and data visualization tools that enable presenters to communicate complex strategic concepts with clarity and influence. From analyzing the external business environment to devising strategies and executing action plans, this template encompasses all essential elements of strategic business management. Use these slides to effectively articulate the strategic vision, engage stakeholders, and foster strategic alignment within their organizations. Whether for board meetings, executive briefings, or team presentations, download this template to empowers users with the necessary resources to deliver compelling and persuasive presentations on strategic management.

Template 6: Strategic Management Accounting PowerPoint Template Bundles

This template covers vital subjects such as cost analysis, budgeting, performance measurement, and financial forecasting. Use these templates to present financial data, analyze patterns, and communicate strategic initiatives' financial ramifications. Whether for financial reports, budget presentations, or strategic planning sessions, this PPT Layout helps professionals with the necessary resources to create informative and visually engaging presentations that facilitate informed decision-making and drive strategic accomplishments. Download it now.

Template 7: Strategic Management Planning Process PowerPoint Presentation Slides

This template guides users through the strategic management planning process, covering crucial steps such as environmental analysis, goal setting, strategy formulation, implementation, and evaluation. By utilizing these slides, professionals can effectively convey the strategic planning journey, engage stakeholders, and foster alignment within their organizations. Whether for executive briefings, team workshops, or strategic planning sessions, this template equips users with the necessary resources to deliver compelling and persuasive presentations that drive strategic excellence. Download now.

Template 8: Strategic Management Maturity Model Assessment PowerPoint Presentation Slides

This presentation template offers a structured framework to assess the maturity level of strategic management within an organization, covering crucial areas such as strategic planning, implementation, performance measurement, and organizational alignment. Organizations can use this template to identify strengths, weaknesses, and growth opportunities in their strategic management practices. It empowers organizations to create a roadmap for elevating their strategic capabilities, fostering a culture of ongoing improvement, and aligning their strategic initiatives with long-term success. Download now.

Templates 9: Stages of Strategic Management Maturity Model PowerPoint Presentation Slides

This presentation slides offer a structured framework outlining the stages of strategic management maturity, from initial ad-hoc processes to advanced, integrated approaches. This PPT Preset provides visually appealing design options, content layouts, and data visualization tools; presenters can effectively convey the stages of maturity and their corresponding characteristics. With the help of this template, organizations can assess their current position, identify areas for improvement, and develop a roadmap for advancing their strategic capabilities. This template empowers organizations to navigate the stages of strategic management maturity and align their strategies with long-term success. Get it now.

Template 10: Strategic Management Process PowerPoint Template Bundles

With this PPT Theme, you can seamlessly navigate the complexities of the strategic management process as you craft your narrative, seamlessly transitioning through environmental analysis, goal setting, strategy formulation, implementation, and evaluation. Each slide combines visuals and data visualizations in perfect harmony, weaving a captivating tale that sparks the imagination of your audience. Whether in the boardroom or a conference hall, your presentations will exude confidence and inspire action. Embrace the limitless possibilities of this template and witness your strategic expertise shine brightly, akin to a remarkable work of art. Download it now.

Template 11: Hoshin Kanri Strategic Management Schedule Performance Methodology Processes

The PPT Preset provides a comprehensive framework for organizations to manage and align their strategic objectives effectively. This template emphasizes a disciplined approach to strategic planning and execution. By implementing these processes, organizations can establish clear performance targets, track progress, and make data-driven adjustments to achieve strategic goals. With this template, organizations can enhance their strategic execution capabilities, drive organizational alignment, and achieve sustainable success. Get it now.

Template 12: Strategic Management PowerPoint Template Bundles

These bundles enable professionals to communicate strategic concepts with impact and clarity effectively. This template gives you suitable options whether you are creating a presentation on environmental analysis, strategy formulation, implementation, or performance evaluation; this will help you. Each slide is creatively designed to captivate and engage your audience, allowing you to convey complex ideas compellingly and persuasively. Using this Template Bundle gives you access to the necessary resources to deliver presentations that deeply resonate with stakeholders, foster strategic alignment, and inspire decisive action. Download it now.

The blog emphasizes the importance of well-designed and professionally crafted PowerPoint templates in conveying strategic messages and capturing the audience's attention. These templates cater to various strategic purposes, including business planning, project management , and marketing strategies. By utilizing these top-rated strategic PowerPoint templates, professionals can enhance the visual impact of their presentations and effectively communicate their strategic ideas. These templates offer a convenient and time-saving solution, it permits users to focus on the content rather than spending excessive time on design. It emphasizes visually consistent and cohesive strategies to create a professional and polished impression.

FAQs on Strategic Management

What do you mean by strategic management.

Strategic management is a process of planning, implementing, and evaluating an organization's long-term goals and objectives. It involves analyzing the internal and external factors that impact the organization's success, formulating strategies to achieve a competitive advantage, and making decisions that align with the overall strategic direction. Strategic management encompasses various activities, such as conducting environmental scans, setting strategic goals, formulating action plans, allocating resources, and monitoring performance.

What are five stages of strategic management?

The five stages of strategic management provide a systematic approach for organizations to plan, execute, and evaluate their strategies effectively.

The first stage is environmental analysis, where organizations assess the external and internal factors influencing their strategic decisions. Next is strategy formulation, involving the identification of goals and strategic options aligned with the organization's mission and vision. Strategy implementation follows, translating formulated strategies into action plans and allocating resources accordingly. The fourth stage is strategy execution, where organizations coordinate activities, monitor progress, and make necessary adjustments. Finally, the evaluation and control stage involves assessing outcomes, measuring performance, and learning from the results to improve future strategic decisions. These stages form a comprehensive framework for successful strategic management.

What are the 4 aspects of strategic management?

The four aspects of strategic management encompass environmental analysis, strategy formulation, strategy implementation, and evaluation/control. Organizations must assess their external and internal environment, develop a clear strategy, effectively execute it, and continuously evaluate progress to ensure strategic success in a dynamic business landscape.

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Project Management Presentation Template

A project management presentation is used to describe your project in its entirety from the product itself down to process. Businesses can better explain their projects to key stakeholders with Beautiful.ai’s project management presentation example.  

Our customizable template has everything you need for a project management presentation like financial plans, organizational steps and project planning. A thoughtful project management presentation can help partners and collaborators align on project details to ensure all deadlines and expectations are met.  

Our project management template can also help you:

• Share additional resources with key stakeholders
• Act as a reference for project milestones and deliverables 
• Answer any questions regarding your product or processes

Use our template to create an effective project management presentation

A project management presentation can help you better collaborate with other teammates, but not without a clear story and seamless flow. Whether you need to outline your goals or communicate financial resources with your team, you can quickly bring your visions to life with these effective project management slides:

Pro tips to create a successful project management presentation

As you use this template to craft your project management presentation, keep these do’s and don’ts in mind:

There’s a lot to cover in these types of presentations. Use graphics like timelines, scatter plots, or bar graphs to make information more digestible and don’t be afraid to include relevant photos or videos of the product.

Stick to one topic or idea per slide. If you try to add too much content to one slide, you’ll overwhelm your audience. The focus should always be on the project and how it’s being managed.

There’s a lot of work that goes into a new project, so give credit where credit is due. Include a section that highlights the team driving the project forward.

If you need additional slides to compare data, display tables, share pull quotes, or display word clouds, add them to your presentation.

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Top 10 Project Management Presentation Topics

Explore essential project management topics and presentation ideas for seamless execution. From planning to conflict resolution, dive into practical examples to enhance your skills. Elevate your project prowess with concise insights and actionable advice on top project management presentation topics.

Project Management Presentation Topics are a range of subjects related to efficiently managing projects. The topics cover different aspects. These include planning methods, team collaboration, risk management, leadership, and emerging trends. The goal is to share insights, best practices, and practical examples in a presentation format.

Project Management topics are beneficial for both experienced project managers looking to refine their skills and newcomers seeking a foundational understanding of project management principles. By delving into these topics, professionals can gain a comprehensive understanding of the challenges and opportunities within project management, ultimately enhancing their ability to plan and execute projects successfully.

This article lists ten key topics for project management. There is also some advice on incorporating project management presentation topics into your current workflows.

1. Quality Control

A quality control system is crucial for any business producing goods or rendering services. It contributes to increased customer satisfaction by continuously providing high-quality services, cutting down on resource waste, and boosting business productivity and earnings. This process includes continuous monitoring, evaluation, and improvement of project activities to guarantee that they align with the project objectives and quality criteria. Quality assurance helps identify and address issues early in the project life cycle, minimizing the risk of defects and enhancing overall project success and customer satisfaction.

Ethics in project management refers to the principles and standards of conduct that guide the behavior of project managers and their teams. Employee trust and business performance are directly correlated with ethical behavior. Even in cases where it may be challenging, organizations depend on their leaders and workers to make the right decisions at work. Ethical considerations in project management encompass honesty, integrity, transparency, and fairness throughout all project phases. Project managers must adhere to ethical standards when dealing with stakeholders, team members, and resources.

3. Agile Project Management 

Agile project management is a dynamic methodology that emphasizes cooperation and adaptability throughout the project lifecycle. In contrast to traditional approaches, Agile approaches welcome change and encourage teams to provide incremental value while adapting to changing requirements. Iterative development cycles, regular reevaluation, and ongoing feedback loops are the cornerstones of agile.

Software development project teams can work swiftly and cooperatively on a project and adjust to changing requirements in development thanks to agile project management. It also helps development teams respond promptly to input, allowing them to refine their plans at every sprint and product cycle.

Starting with Agile project management has several advantages, the primary one being its flexibility in handling problems that crop up during the project. Keeping a project on schedule and within budget can be achieved when necessary changes are made at the right time.

4. Communication

Effective communication abilities are crucial for success in the workplace. A key component of effective leadership and project management presentation is having the capacity to communicate your requirements, wants, expectations, and insights. Consider learning more about the seven C’s of communication if you wish to enhance your communication abilities and make your project management successful. 

5. Risk Management

Project managers frequently establish risk management plans in order to be ready for the unexpected because projects don’t always go as intended. Project teams can use the effective forecast and risk mitigation analysis to identify possible events that could impact their project and plan how to respond to them. You can make sure your projects go successfully by being aware of the steps involved in creating a risk management plan.

6. Strategic Alignment

In order to help achieve company objectives, such as boosting earnings and keeping consumers, strategic alignment is a vital part of project management. The sixth from the list of project management topics, strategic alignment, frequently integrates every aspect of an organization, including management systems and resource allocation.

In addition to helping companies streamline their operations, strategic alignment helps keep project managers aware of common objectives and values. For project managers, ensuring their initiatives adhere to company policies and guidelines and business-wide plans can be advantageous priorities.

7. Change Management 

All concepts associated with budgets, schedules, client expectations, resources, policies, strategies, hierarchies, project needs, and team size in any project management are collectively called “change management.” Change management in project management is the systematic approach to dealing with shifts, transitions, or alterations within a project. 

It involves planning, implementing, and controlling changes to ensure they are executed smoothly and do not negatively impact the project’s objectives. Understanding some of the most crucial change management principles will help you handle different transitions effectively, regardless of your position within an organization’s management structure.

8. Resource Management 

The next one on the list of project management topics is Resource management. In project management, Resource management involves planning, allocating, and utilizing the resources required to successfully execute a project. These resources include personnel, equipment, materials, time, and budget. Each company is in charge of the resources it uses to carry out its operations. Businesses may increase productivity and foster a more successful work environment when they manage their employees, finances, and physical assets with excellence. 

Depending on the project, this could involve tools, skilled labor, project money, and workspace. Project managers can successfully complete tasks, including controlling resource utilization, cutting expenses, and raising productivity by managing resources well.

9. Leadership

Leadership is one of the most crucial topics of effective and successful project management. Different situations require different kinds of leadership, and there is no one-size-fits-all approach to leadership. Although helping others achieve a common objective is the fundamental principle of leadership, the concept may become fairly complicated when one takes into account the various ways that individuals view and apply leadership in their professional lives.

Project managers can affect their team’s morale, output, and cooperation through good leadership. Talk to your staff about the attributes people value in a manager if you want to improve as a leader. By asking for feedback, you can demonstrate your willingness to learn and get insight into your areas of strength and weakness.

10. Stakeholder Management

Every firm must effectively manage the interests of its stakeholders since powerful stakeholders can significantly affect a company’s capacity to conduct business. It takes effort and time to create a stakeholder management plan that works. Stakeholder management is a crucial topic in project management that pertains to the capacity of managers to comprehend and attend to the requirements of project stakeholders.  

People interested in the project’s success, such as investors, clients, and senior leadership, are known as stakeholders. Project managers can guarantee they complete their projects at or above standard by attending to the needs and expectations of all stakeholders and remaining adaptable to changing demands.

Best PowerPoint Themes For Project Managers

For a project manager, crafting effective presentations is a crucial aspect of the role. The challenge lies in achieving a visually appealing design, a skill set not inherently associated with project management. Visual engagement is key for successful communication, making PowerPoint Themes a valuable tool in this context. These pre-designed, customizable templates serve as a foundation for presentations, eliminating the need to initiate projects from scratch.

PowerPoint Themes address the hurdle of the presenter’s block by providing a starting point, guiding the flow of the presentation, and aiding in storytelling. A well-crafted theme ensures that presentations are not only engaging but also visually captivating, retaining the audience’s attention and curiosity.

Moving forward from the discussion about project management topics, in the realm of Project Management, SlideUpLift has introduced five essential PowerPoint themes:

1. Business Case Presentation Theme:

• Tailored for presenting project ideas to secure approval and funding.
• Incorporates vibrant colors, effective graphics, and storytelling principles to enhance impact.

2. Project Planning Presentation Theme:

• Critical for defining project scope, objectives, team structure, and timeline.
• Carefully designed with graphics and charts to communicate research and data in an engaging manner.

3. Project Kickoff Presentation Theme:

• Utilized to generate enthusiasm, convey project vision and goals, and establish team credibility.
• Adheres to industry standards, featuring dedicated slides for team roster, schedule, and project charter.

4. Project Review Presentation Theme:

• Conducted at the end of each project phase to assess success and identify issues.
• Consolidates information with risk analysis, financial status, and creative graphics for effective communication.

5. Project Closure Presentation Theme:

• Used to outline the entire project process, highlighting successes, failures, and deliverables.
• Includes an executive summary, business impact, RAG status of deliverables, and cost breakdowns.

In conclusion, PowerPoint Themes serve as indispensable productivity tools for project managers, offering a swift, effective, and creative solution to address presentation and communication needs. SlideUpLift, with one of the largest collections of PowerPoint templates and themes, caters to diverse requirements by integrating visual science and storytelling principles into their designs.

Tips to Introduce New Project Management Topics

The following tips will help you make the most of your meetings, conversations, and planning sessions:

1. Learn about your teammates

Being aware of the advantages and disadvantages of each team member is usually beneficial for introducing new project topics. It can assist you in selecting the best person for each assignment and in understanding team members’ qualifications. Talk to each team member separately and note their unique qualities to conduct a thorough assessment. This could assist you in assigning tasks more effectively.

2. Stay in constant communication

Project presentation topics might still alter no matter how carefully you plan and assign duties. Establishing simple communication channels is crucial for keeping team members informed and giving them advance notice of changes. In addition to helping you control the project’s flow, communication gives a team constructive criticism on their work.

3. Recognize your objective

Comprehending the requirements to assign jobs and ensure project success is critical. This can assist you in determining realistic goals for every team member and tracking their development throughout the project. It can also assist you in allocating resources wisely and creating a realistic schedule.

4. Visualize the final result

Setting specific goals for yourself while introducing new project management topics will yield better results. Maintaining a laser-like focus on your objective will help you stay focused and establish a structured work environment. Additionally, it can assist you in determining which tasks are not significantly contributing to the project’s goal and make the required adjustments.

5. Identify risks

An essential component of introducing any new project management topics is risk management. Determine every significant risk and its likelihood of materializing during the planning stage. By doing this, you and your team can rapidly reduce the unfavorable effects of project risks.

6. Request Feedback

Selecting which subjects to concentrate on can be a process that differs for each project manager. Seek input from teams, clients, and other managers when implementing a new concept or approach in your planning or collaboration meetings. You can focus your efforts on worthwhile issues by assessing your efficacy at achieving shared goals and learning how current techniques function.

Across a wide range of sectors, project management is the cornerstone of effective and successful project execution. Project management encompasses a wide range of issues, some of which are summarized in this blog: stakeholder management and Agile techniques. Hence, the above-mentioned project management topics are essential. Professionals can improve their capacity to manage risks, resolve complexity, and see projects through to completion by learning more about these topics. These project management presentation ideas will greatly help you in your next PowerPoint presentation.

What is the role of a project manager in Agile projects?

In Agile projects, the project manager often serves as a facilitator, removing obstacles and ensuring the team has what it needs to be productive.

How can project managers effectively manage stakeholder expectations?

Project managers can effectively manage stakeholder expectations through communication. Regularly update stakeholders on project progress, involve them in decision-making when appropriate, and address concerns promptly.

Can you provide a list of project management topics suitable for a presentation?

Topics may include Agile Project Management, Stakeholder Management, Risk Management, Project Budgeting, Quality Management, Leadership in Project Management, and more. The key is to choose topics relevant to your audience and the goals of your presentation.

What are some engaging project management presentation ideas?

Engaging project management presentation ideas include showcasing real-world case studies, incorporating interactive elements like quizzes or discussions, and using visuals such as charts and graphs to illustrate concepts.

What are some best practices for creating a visually appealing project management presentation PPT?

Best practices for creating a visually appealing project management presentation include using a consistent color scheme, incorporating clear and legible fonts, utilizing visuals like icons and images, and maintaining a clean and organized layout.

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Home Blog Business A Guide to Organizational Change Management for Leaders

A Guide to Organizational Change Management for Leaders

Nearly 7 in 10 business leaders have experienced at least one corporate crisis in the past 5 years — with the average number of crises, handled by them being three. And that’s even before 2020 has rolled it. So it only makes sense why business leaders today are increasingly focused on getting better at organizational change management. 

What is Change Management?

SHRM defines change management the following way:  

Change management is the systematic approach and application of knowledge, tools, and resources to deal with change. 

In essence, the purpose of change management is to determine, structure, manage, and execute any initiative that would challenge the current status quo . The change management process includes multiple steps and structural elements, aimed at ensuring that:

• The organization can adapt/react to the changes, prompted by external conditions (e.g. market turbulence). 
• The people, employed by the company, can go along with the proposed internal changes, prompted either by an internal or external need. 

Change management is a cross-functional action, leaders pursue when they want to drive sustainable transformations and effective decision making across their organization with minimal resistance and disruption.

What is Organizational Change Management?

Organizational change management is a more narrow scope of action, aimed at altering how the organization operates. Organizational change can assume improvements in the company’s culture, standard operational procedures, service or technology portfolios.  

The need for organizational change can be prompted by different factors such as:

• A slow rate of innovation
• Low operational efficiency
• Shift to another business model (e.g. from sales-led to product-led growth ). 

Why is change important? The global pandemic is a good illustration. Agile companies, capable of pivoting and driving organizational changes fast (and effectively), ended up among the market movers. Whereas more reluctant or ineffective companies are still struggling to shake off the disruptive impact of COVID-19 on their operations. 

Certainly, a ‘swan’ event such as the global pandemic is a more rare case of organizational change. Far more frequently, businesses introduce a change management policy as a response to the following types of changes:

Adaptive changes — small-scale, incremental changes leaders pursue as the company’s needs and priorities evolve. In most cases, such changes are slight adjustments to existing processes, planned out in advance along with other initiatives on the annual/monthly agendas. These may apply only to certain people, processes, or tech, rather than the company as a whole

Transformational changes — large-scale, radical initiatives, involving multi-vector transformations. For example, a shift in the company vision can require changes in the product portfolio, management, team structure, and business processes. 

Due to the sweeping scale and vast impact, transformational changes required careful orchestration. Typically, such organizational change management strategies are put in place as a response to a major shift in market conditions, a disruption in the supply chain, or another major event. 

Transitional changes — a group of ‘sub-changes’ aimed at taking the company from its current state towards the desired to-be to solve a particular issue. For example, after M&A the parent company will develop a change management plan, aimed at aligning operations within the purchased asset with the rest of the organization.

Organizational Change Examples

• Implementation of new technology or digital transformations 
• M&A activity, company group consolidation 
• Change in company leadership and strategic priorities 
• Change in organizational culture 

Popular Change Management Models: Overview

Old habits die hard. We are reluctant to change our usual ways, especially when the request for change is imposed on us (rather than manifests internally). That’s why formal change management techniques exist in the first place. They facilitate a paced and non-disruptive introduction of new practices, address resistance, and minimize turbulence, experienced during the change period. 

But given that change comes in different shapes (and manifests as a response to different stressors), there is a range of change management tools leaders can leverage.

Kotter’s Change Management Theory

Dr. John Kotter, an author, and professor of Leadership at the Harvard Business School developed an 8-step framework for leading change. Each of the proposed change management steps is aimed at mobilizing the people around the purpose of change, getting a unified buy-in, and ensuring fast-paced action. 

McKinsey 7-S Framework 

This change management model identifies 7 strategic areas, companies need to focus on in order to sustainably transform. These include: 

• Strategy – a step-by-step roadmap for executing proposed changes. 
• Structure – the company’s current structure and desired future state of it. 
• Systems – new systems that will be required to support new operations. 
• Shared values – core values and main principles that the company adheres to. 
• Style – approach in which the change is adopted.
• Staff – current workforce composition and new roles that will become in demand. 
• Skills – Competencies, possessed by the current workforce.

ADKAR model

ADKAR is an acronym for awareness, desire, knowledge, ability, and reinforcement — the five main components of effective change management, according to Jeff Hiatt. This model provides a great framework for formalizing the scope of change and identifying ways to support the employees during the transition. 

Lewin’s Change Management Model

This model focuses on helping leaders pursue stages in three phases:

• Unfreeze — a prep stage, aimed at ‘activating’ employees to make them more receptive to the imposed changes. 
• Change — the active phase where change is introduced. 
• Freeze — concluding stage, where all employees have adopted the change and can go back to a more ‘passive’ state of day-to-day activity. 

Organizational Change Management Best Practices

Organizational change and development is a multi-step process, requiring strong employee and stakeholder engagement . 

To succeed with change management, leaders need to focus on the next 4 actions: 

• Change Planning

Change Leadership

Change management, change maintenance, change planning .

As the name implies, at this stage leaders analyze the current state of affairs, refine their vision, define future goals, analyze risks, and put plans for change.

To succeed with subsequent implementation, leaders need to:

• Create a detailed roadmap of change
• Set measurable and realistic objectives
• Identify success measurement
• Analyze and address possible risks
• Create a preliminary timeline for execution 
• Set milestones and checkpoints 

Best practices:

• Honesty and transparency: Prepare to have conversations with other leaders, stakeholders, and employees regarding the current state of affairs and the underlying needs for change. 
• Regular conversations with the employees: To secure buy-in, communicate early and frequently with your people in regards to your plans, goals, and potential scope of change. 
• Seek opinions from your teams. Gain grassroots support by having conversations with staff at different levels. Taking the planning conversations outside of the boardroom can help you gain fresher perspectives, and yet again — secure faster buy-in.   

In most companies, change happens from the top-to-bottom. Yet, directions issued from the above can be rather unsettling for people at lower levels and create unnecessary tensions, or worse — outright resistance. To prevent such scenarios, ensure that you are listening to people at all levels and obtain their support. 

Outstanding change leadership involves the ability to communicate appropriately with others — motivate, engage, influence, and reassure people of the positive impact of upcoming changes. 

• Address and resolve concerns early: Understandably, some of your employees may resist change or otherwise feel threatened by it. Talk to such people. Provide them with reassurance and extra information in regards to the impact of change. 
• Communicate status updates regularly: To facilitate faster adoption and alignment, provide plenty of information —  update your company practices, provide status updates, schedule training if necessary. 
• Assume a position of a servant leader: Servant leaders assume a supporting position and act as ‘facilitators’. They empower, support, and emphasize with their people and rally them around the shared cause. 

The change management stage is all about overseeing how the people, processes, systems, and other moving parts contribute to the end goal of change. This phase will require the most targeted actions as leaders will need to constantly monitor progress and rapidly react to the slightest deviations on the change management timeframe. At this point, you should be focused on ensuring that: 

• Changes are implemented sustainably, according to the plans. 
• Risks are identified early and mitigated.
• Communication happens frequently 
• Encourage knowledge sharing: Ask the early adopted to facilitate others with jumping on the new best practices. Create and support peer-to-peer learning opportunities and remove bottlenecks in information flows when those arise. 
• Provide training: Some people will require upskilling to thrive in the new environment. Put plans for formal training initiatives. 
• Recognize and reward: Make positive behaviors stick by recognizing change pioneers. At early stages, external motivation can be crucial to help with the development of intrinsic motivation later down the road. 

Change maintenance is the final stage of the transformations. At this point, your main goal is to ensure that the change is successfully implemented and all the initiatives on the roadmap are finished. Focus on reinforcing positive behaviors, addressing remaining inefficiencies, and facilitating the people to reach a productivity plateau within the new environment.

The conclusion of this change is when the proposed change is fully transferred and embedded within your organization. 

Best practices : 

• Schedule an after-action review: To better reflect on the entire change management process and its success/shortcomings, schedule follow-up AAR meetings with your team. 
• Create evaluation plans: To better monitor and evaluate the state of change, set extra milestones —  short evaluation sessions, held every 3 or 6 months, during the first year — where your team analyzes the set success metrics and brainstorms ways to strengthen change. 

To Conclude

Every organization, at some point, will undergo a transition or change. Whether prompted by external market conditions or internal processual inefficiencies, the scope of changes can have a major impact on the company’s viability. While organizational change management isn’t an easy process, you now know the main change management principles, models, and frameworks for orchestrating it effectively!

If after this article, you want to learn more about change management models visit our recent blog post on Proven Change Management Models .

1. Organizational Change Management Plan

Change management is now more than ever a challenge to organizations of all sizes. This is why having an orderly, well-organized plan will make an absolute difference for any team when heading to implementation. In this template, you will find the diagrams and formats that will support you in building and transmitting your change management strategy’s key facts.

Use This Template

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Performance management presentation: The all-in-one guide

Performance management presentation: Improve employee performance, drive business success.

Raja Bothra

Building presentations

Welcome to this comprehensive guide on performance management presentations.

In today's corporate landscape, delivering a compelling presentation on performance management can be a game-changer. Whether you're an HR professional, a supervisor, or just someone eager to improve employee performance, you're in the right place.

So, what exactly is performance management, and how can you craft an outstanding presentation? In this guide, we'll walk you through the ins and outs of creating a top-notch performance management presentation that leaves a lasting impact.

What is performance management?

Performance management, often referred to as "PM," is the systematic process of improving employee performance to meet organizational goals and objectives. It's a dynamic approach that involves setting clear objectives, evaluating progress, and providing feedback and support to enhance performance. In essence, it's about aligning individual and team goals with the strategic planning of an organization.

It is the cornerstone of effective HR practices, ensuring that employees' performance aligns with the organization's mission and vision. Now, let's dive deeper into how to create a compelling performance management presentation.

Read more about strategic planning presentation

How to create a captivating presentation on performance management

Crafting an exceptional presentation on performance management goes beyond just slides and charts. It's about engaging your audience, delivering valuable insights, and leaving a lasting impression. Here's a detailed guide on how to make your presentation truly captivating:

Begin with impact

Start your presentation with a bang. Hook your audience right from the beginning. You can use a compelling anecdote, a thought-provoking question, or a surprising statistic related to performance management. The goal is to pique their interest and make them eager to learn more.

Define clear objectives

Be crystal clear about what you aim to achieve with your presentation. Outline your objectives early on. Are you educating your audience about the basics of performance management? Are you discussing strategies for improving employee performance? Setting expectations will keep your audience engaged and focused.

Know your audience inside out

Understanding your audience is paramount. Know their preferences, their level of familiarity with the topic, and their pain points. Tailor your content to resonate with them. Use language and examples that they can relate to. The more you connect with your audience, the more effective your presentation will be.

Craft a seamless content flow

Organize your content logically. Create a storyline that flows smoothly from one point to the next. Use a mix of slides and visuals to maintain engagement. Each section of your presentation should naturally lead to the next, creating a cohesive narrative.

Visual impact

Incorporate visuals that pack a punch. High-quality images, infographics, graphs, and charts can make complex concepts easy to understand. Visuals not only enhance comprehension but also make your presentation visually appealing.

Engage with compelling stories

Don't just present data; tell stories. Share real-life examples and success stories related to performance management. Stories resonate with people on a personal level and make your presentation memorable. They can relate to the experiences of others and see the value in what you're presenting.

Encourage interaction

Keep your audience engaged throughout the presentation. Encourage questions, discussions, and participation. Interactive elements like polls or group activities can break the monotony and make your presentation more dynamic.

Stay aligned with organizational goals

Throughout your presentation, emphasize how performance management aligns with the broader goals of your organization. Show how it contributes to achieving success, not just for individual employees but for the company as a whole.

The power of prezent

Consider using AI-powered tools like Prezent to streamline your presentation creation process. Prezent offers a wide range of templates, slides, and design options that can elevate the visual appeal of your presentation. It also allows for real-time collaboration with your team.

By following these steps, you can create a performance management presentation that not only educates but also captivates your audience. Your presentation will stand out as a valuable resource, leaving a lasting impact on those you engage with.

How to structure an effective performance management presentation

The structure of your performance management presentation is the backbone that holds your content together. It ensures clarity, engagement, and an effective delivery of your message. Here's a comprehensive guide on how to structure your presentation for maximum impact:

1. Start with a compelling introduction

Your opening sets the tone for the entire presentation. Begin with a powerful hook that grabs your audience's attention. This could be a relevant quote, a surprising fact, or a compelling story related to performance management. Make your audience curious and eager to learn more.

2. Define clear objectives

Right after the introduction, clearly state the objectives of your presentation. What do you aim to accomplish? Whether it's educating your audience on the basics of performance management or discussing advanced strategies for improving employee performance, setting clear objectives helps manage expectations and keeps your audience engaged.

3. Establish context

Provide context for your presentation. Explain why performance management is crucial in the business world today. Share any relevant industry trends or challenges that make this topic relevant. This helps your audience understand the significance of what you're about to discuss.

4. Main content sections

Organize the main content of your presentation into sections. Each section should cover a specific aspect of performance management. Here's a suggested breakdown:

a. Performance management fundamentals

Start with the basics. Explain what performance management is and why it matters. Define key terms like performance appraisal and employee performance . Use clear and concise language to ensure everyone can follow along.

b. The process of performance management

Dive into the step-by-step process of performance management. Describe how it begins with setting objectives, involves regular evaluations, and includes feedback and support. Use visual aids like flowcharts or diagrams to illustrate the process.

c. Aligning with organizational goals

Highlight the importance of aligning performance management with your organization's goals. Explain how individual and team performance contribute to the achievement of these goals. Share real-life examples or case studies to reinforce this point.

d. Strategies for improvement

Discuss strategies for improving employee performance. This could include coaching and development, setting measurable goals, and using performance improvement plans . Provide actionable insights that your audience can apply in their roles.

5. Engaging visuals

Throughout your presentation, incorporate engaging visuals. Use high-quality images, infographics, and charts to simplify complex concepts. Visuals not only enhance understanding but also make your presentation visually appealing.

6. Transition smoothly

Ensure smooth transitions between sections. Use transitional phrases to guide your audience through your presentation. These phrases act as signposts, letting your audience know where you're heading next.

7. Encourage questions

At the end of each section, invite questions and discussions. This keeps your audience engaged and allows them to seek clarification on any points they find confusing.

8. Summarize key points

After covering each section, provide a brief summary of the key takeaways. This reinforces the most important points and helps your audience retain the information.

9. Engage with stories

Throughout your presentation, share relevant stories and examples. Real-life anecdotes and success stories related to performance management humanize your content and make it relatable.

10. Interactive elements

Consider incorporating interactive elements like polls, surveys, or group activities to break up the presentation and keep your audience engaged.

By following this structured approach, you can create a performance management presentation that is not only informative but also engaging and impactful. Your audience will leave with a clear understanding of performance management and how it can drive success within your organization.

Dos and don'ts on a performance management presentation

Now, let's explore some dos and don'ts to ensure your presentation hits the mark:

• Involve your audience : Encourage participation and questions. Make it an interactive experience.
• Use prezent : Take advantage of AI-powered tools like Prezent to create stunning presentations effortlessly.
• Align with organizational goals : Emphasize how performance management contributes to achieving organizational goals .
• Highlight improvement : Showcase how PM can lead to performance improvement.

Don'ts

• Avoid jargon : Steer clear of HR jargon that may confuse your audience.
• Don't overload slides : Keep slides clean and concise. Avoid clutter.
• Skip wordiness : Be concise and to the point. Avoid unnecessary wordiness.
• Humor naturally : If humor fits naturally, go for it. But don't force it.

Here is a guide on HR presentation .

Summarizing key takeaways

To wrap it up, here are the key takeaways:

• Performance management is the process of improving employee performance to meet organizational goals.
• Creating an effective presentation involves structuring your content, knowing your audience, and engaging with compelling stories.
• Use Prezent to streamline your presentation creation process.
• Follow dos and don'ts to make your presentation informative and engaging.

Use this guide as your roadmap to crafting presentations that not only educate but also inspire action. Remember, the key is to align individual performance with organizational success. So, go ahead, create your masterpiece, and make your next performance management presentation unforgettable.

1. What is the role of performance management in an organization's human resource strategy?

Performance management plays a pivotal role in an organization's human resource strategy . It aligns individual and team goals with the broader business strategy , ensuring that employees contribute effectively to the company's objectives. By implementing a robust performance management system , organizations can track progress, set clear performance standards , and provide regular performance reviews to employees. This not only enhances employee engagement but also contributes to overall productivity.

2. How can I create an engaging performance management PowerPoint presentation (PPT)?

Creating an engaging performance management PPT involves more than just a series of slides. Start by defining clear objectives and structuring your content logically. Use visually appealing presentation slides with high-quality images and charts. Incorporate real-life examples and success stories related to managing performance to make your presentation relatable. Remember, the goal is to provide valuable information in a format that keeps your audience's attention.

3. What's the difference between a performance management program and a performance measurement system?

While both are crucial components of performance management, they serve different purposes. A performance management program encompasses the entire process of setting goals, conducting performance assessments , and providing feedback. On the other hand, a performance measurement system focuses on collecting and analyzing data to evaluate individual and team performance against predefined metrics. Both are essential for enhancing overall performance and identifying areas for improvement .

4. What is 360-degree feedback, and how does it relate to performance management?

360-degree feedback is a comprehensive assessment method that involves collecting input from various sources, including supervisors, peers, subordinates, and even customers, to evaluate an individual's performance. It provides a holistic view of an employee's strengths and weaknesses and is often used as part of the performance evaluation process. This approach promotes ongoing communication and shared understanding among team members, making it a valuable tool within a performance culture .

5. Can performance management be customized to suit the specific needs of an organization?

Absolutely! Performance management should be customize d to align with an organization's unique goals and values. This includes tailoring job descriptions , setting attainable goals, and establishing a metric -driven approach to track progress. The ability to set goals that are in line with the company's business strategy ensures that performance is managed effectively. Moreover, adopting a continuous process allows for ongoing adjustments and improvements, making performance management a dynamic and adaptive tool for managing human resources.

Create your performance management presentation with prezent

Ready to create a stellar performance management presentation? Consider using Prezent, the AI presentation software trusted by top organizations. With Prezent, you can save time, maintain 100% brand compliance, and collaborate in real-time.

Incorporate Prezent's 35,000+ slides, business storytelling, and brand-approved designs to create personalized presentations that crush communication costs and instantly share your message.

Ready to transform your performance management presentations into powerful tools for success?  Try our Free Trial or book a Demo today with Prezent!

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Management and Leadership

Nov 20, 2014

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7. Management and Leadership. 7-1 Management 7-2 Leadership 7-3 Ethical Management. LESSON 7-1 Management. Goals Define the five functions of management. Describe the levels of management in businesses. Discuss when to use the two management styles. management planning organizing

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Presentation Transcript

7 Management and Leadership 7-1 Management 7-2 Leadership 7-3 Ethical Management

LESSON 7-1Management Goals • Define the five functions of management. • Describe the levels of management in businesses. • Discuss when to use the two management styles. Chapter 7

management planning organizing staffing implementing controlling management style Key Terms Chapter 7

ROLE AND WORK OF MANAGERS • Who is a manager? • What do managers do? • Planning • Organizing • Staffing • Implementing • Controlling Chapter 7

>> C H E C K P O I N T What are the five management functions? Chapter 7

MANAGEMENT LEVELS • Top management • Mid-management • Supervisors • Management by others Chapter 7

>> C H E C K P O I N T What are the differences among the three levels of management? Chapter 7

MANAGEMENT STYLES • Tactical management • Strategic management • Mixed management Chapter 7

>> C H E C K P O I N T How is tactical management different from strategic management? Chapter 7

LESSON 7-2Leadership Goals • Describe the need for leadership skills and the characteristics of an effective leader. • Identify the human relations skills needed by managers and leaders. • Recognize four types of leadership influence. Chapter 7

Key Terms • leadership • human relations • influence • informal influence • formal influence Chapter 7

WHAT IS A LEADER? • Need for leadership • Leadership characteristics Chapter 7

Understanding Initiative Dependability Judgment Objectivity Confidence Stability Cooperation Honesty Courage Communication Intelligence Characteristics of Effective Leaders Chapter 7

Preparing to Be a Leader • Study leadership • Participate in organizations and activities • Practice leadership at work • Observe leaders • Work with a mentor • Do a self-analysis and ask for feedback Chapter 7

>> C H E C K P O I N T What are several ways to develop leadership skills? Chapter 7

IMPORTANCE OF HUMAN RELATIONS • Human relations skills • Self understanding • Understanding others • Communication • Team building • Developing job satisfaction Chapter 7

>> C H E C K P O I N T Why do managers and leaders need effective human relations skills? Chapter 7

INFLUENCING PEOPLE • Kinds of influence • Position influence • Reward influence • Expert influence • Identity influence • Formal and informal influence Chapter 7

>> C H E C K P O I N T What is the difference between formal and informal influence? Chapter 7

LESSON 7-3Ethical Management Goals • Justify the need for ethical management. • Identify the role of leaders in increasing ethical behavior. Chapter 7

Key Terms • ethical business practices • core values Chapter 7

IMPORTANCE OF ETHICAL BEHAVIOR • Not everyone has the same belief about what is ethical and what is not ethical. • Organizations should develop a clear view of what is acceptable business behavior and what is not. • Individuals and organizations develop reputations based on their actions and the decisions they make. Chapter 7

WHAT IS ETHICAL BEHAVIOR? • It is lawful. • It is consistent with company values and policies. • It does not harm some while benefiting others. • If the actions and results become public, it will not embarrass the company. Chapter 7

ETHICAL MANAGEMENT • Actions and activities of the business are legal, honest, and ethical. • People and other companies treated fairly. • Work of the company improves the communities and countries in which it operates. • Company works to protect the environment and conserve natural resources. Chapter 7

>> C H E C K P O I N T What are the two parts of ethical behavior? Chapter 7

INCREASING ETHICAL BEHAVIOR THROUGH LEADERSHIP • Preparing the organization • Modeling ethical behavior Chapter 7

>> C H E C K P O I N T What are the core values of an organization? Chapter 7

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Academic Degrees , Business Administration Articles , MBA News

MBA Finance Specialization: Top Trends

Published: April 26, 2024

The Master of Business Administration (MBA) is one of the most popular graduate programs worldwide, as it has been for the past decade. With many types of MBAs available, the Master’s of Business Administration is a versatile degree that can be customized to suit a variety of different career paths.

Along with the advanced business knowledge, problem-solving skills, and leadership experience students gain, an MBA is highly respected in the business world. Graduates are often rewarded with career opportunities and increased earning potential. 

According to The Princeton Review , one of the most in-demand MBA specializations is the Finance MBA. In this article, we will take a deep dive into that program to help you discern whether it is the right educational path for you. 

Let’s jump in!

What is an MBA in Finance? 

An MBA in Finance is a specialized graduate-level degree that focuses on the management of financial resources within businesses and organizations. Students learn how companies make financial decisions, manage risk, and handle financial resources to maximize profitability and ensure stability. It provides a strong foundation in business principles while emphasizing finance-specific skills such as financial analysis, budgeting, forecasting, and financial reporting.

For students interested in advancing their careers in the financial sector, an MBA in Finance can open doors to leadership positions such as financial manager, chief financial officer, investment banker, financial analyst, or portfolio manager. The degree aims to equip graduates with the necessary skills to handle complex financial issues in a dynamic business environment, making it an excellent choice for those looking to excel in the business world .

What is the Scope of an MBA in Finance?

The scope of an MBA in Finance is broad and diverse, equipping graduates with in-depth knowledge of financial management, investment strategies, and market analysis. Here are some of the key lessons you will learn in a Finance MBA:

Financial Analysis and Reporting

Students learn to analyze financial statements, interpret financial data, and prepare reports on financial performance. 

Investment Strategies

The program covers various investment theories and practices, including portfolio management, risk assessment , and the evaluation of different investment vehicles. 

Corporate Finance

You will learn how corporations manage their finances, including capital raising, investment decisions, and dividend policies. 

Risk Management

Students learn to identify, analyze, and mitigate financial risks. This includes understanding market risk, credit risk, and operational risk.

Quantitative Analysis

MBA finance programs often include training in quantitative methods, such as statistical analysis and econometrics, to help students analyze and interpret complex datasets and make data-driven financial decisions.

Strategic Thinking and Planning

You will learn to think strategically about financial planning and business development. This skill is crucial for leadership roles, where long-term planning and strategic decision-making are key responsibilities.

Ethical Decision-Making

Students explore the importance of ethical decision-making in finance, ensuring the integrity of financial practices and compliance with regulations.

Communication and Presentation Skills

You will polish your communication and presentation skills, so you can convey complex financial information to non-experts and influence decision-making processes.

Leadership and Teamwork

Leadership training prepares students to lead teams, manage projects, and drive organizational success.

Global Financial Markets

Students will understand the impact of global economic events on financial markets and learn about international finance regulations and practices.

Technological Proficiency

You will become familiar with financial software, databases, and analytical tools, as well as fintech innovations and their applications in finance.

After mastering these lessons, graduates of MBA programs in finance are well-prepared to tackle the challenges of the financial industry, lead with confidence, and make impactful decisions that drive business success.

What Jobs Can You Get With an MBA in Finance?

There are a wide variety of career paths you can follow once you have earned an MBA in finance. One of the most popular is a role in the financial services industry. This includes work in investment banking, asset management, private equity, or hedge funds.

Corporate finance is also a common place for MBA graduates to work. Consider taking on roles as a financial analyst, chief financial officer, or corporate controller. Additionally, you could work for a financial consulting firm, providing expert advice on financial management, restructuring, strategy, and risk management to businesses across various sectors. 

MBAs can also find opportunities in government agencies, public sector, and nonprofit organizations, managing finances, budgets, and funding strategies. Although these jobs are not often as highly compensated as corporate positions, they offer the opportunity to further a cause and improve the world around you.

The comprehensive skill set gained from an MBA in Finance can empower graduates to start their ventures as entrepreneur . Other options include specializing in real estate — financing real estate projects, managing property investment portfolios, and real estate valuation — or fintech, which involves work on financial technology innovations, digital banking, blockchain, and more.

An MBA in Finance is not just about acquiring a set of financial skills; it’s about developing a strategic mindset that can navigate the complexities of today’s business and financial landscape. The degree opens up myriad paths, from traditional finance roles to innovative sectors, ensuring that graduates can find their niche in a changing economic environment.

What are the Benefits of Earning an MBA in Finance?

Earning an MBA in Finance offers numerous benefits, making it a valuable investment for professionals aiming to enhance their career prospects in the financial sector. 

As we discussed above, an MBA significantly boosts career advancement opportunities, opening doors to high-level positions in a variety of industries. It equips graduates with a deep understanding of financial markets, corporate finance, investment strategies, and risk management, which are crucial for making informed and strategic financial decisions within organizations.

Additionally, an MBA in Finance often results in increased earning potential. Graduates with specialized skills and knowledge qualify for more senior, well-compensated roles in the finance industry. 

The program also broadens one’s professional network, connecting students with peers, alumni, and industry leaders, which can be instrumental in career growth. Moreover, the degree enhances critical thinking and problem-solving skills , preparing graduates to tackle complex financial challenges effectively. 

Where Can You Earn an MBA in Finance?

UoPeople is an accredited online university offering MBA degrees that can be completed in less than a year, tuition-free. Of several specializations offered, UoPeople’s certificate in finance is best suited for students wishing to pursue a career in any of the areas we’ve discussed in this article.

UoPeople’s finance certificate layers financial lessons on top of the more traditional MBA curriculum. Students participating in the certificate program will understand basic principles of finance, develop budgets and financial plans, learn how to make financial decisions to maximize shareholder wealth and gain practical knowledge of personal finance management.

The MBA program at UoPeople is designed with flexibility, making it perfect for working professionals, multitasking parents, and returning students. The program provides asynchronous classes that allow learners to study on their own schedule, with the possibility of completing the 12-course curriculum in as few as seven months. 

Throughout the program, students will acquire skills in strategic planning, management, organization, and business operations. They will also learn to craft innovative solutions to complex business challenges and to thrive in the modern, globally interconnected business environment.

As you consider whether pursuing a finance MBA is for you, remember that this path is more than an educational commitment—it’s a strategic career investment. Thanks to the comprehensive skills and robust knowledge the program imparts, graduates emerge as sought-after professionals in the business world. 

Moreover, the connections you’ll make with peers, professors, and industry professionals will provide you with a powerful network that will help you climb the corporate ladder. You’ll graduate with a heightened ability to lead, innovate, and contribute meaningfully to businesses and society at large. 

In an ever-evolving financial landscape, the investment in a finance MBA could be a prudent decision if you want to become a leader in the field. It’s an investment in a future marked by success, leadership, and continuous advancement in the exciting world of finance.

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More From Forbes

Standardizing cloud cost management: the rise of focus in finops.

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Nicola Sfondrini - Partner Digital and Cloud Strategy at PWC .

Understanding cloud costs is quickly becoming a business-critical function. There is a large variance in financial terms, measures, dimensions and usage presentations available in Azure, Amazon, Google and many other cloud service providers (CSPs). There is not yet a commonly accepted way to aggregate and present this data between multiple CSPs. FinOps is evolving as a practice to bridge the financial reporting world with the cloud services world where all organizations operate. As an emerging discipline, it is an advocate for software that allows organizations to manage and optimize their cloud costs.

Most recently, the FinOps Foundation introduced a new standard, the FinOps Open Cost Usage Specification (FOCUS) , aiming to work as a common language for financial and usage accounting within the realm of cloud services. This standard allows us to set a common baseline for cloud cost and usage discussions. FOCUS also provides new chart translations and introduces data allocations to establish a common vocabulary for finance, engineering and business decision-makers to align with key performance indicators.

This standardization construct holds great potential for increased emphasis on cloud cost data integrity across different CSPs, which in turn paves the way for conscious technological innovations that will simplify enterprise adoption and embracing of cloud services, ultimately bolstering the enterprise return on investments.

Revolutionizing Cloud Cost Management Through FOCUS

FOCUS is finally providing a technical "lingua franca" for the very complex world of multi-cloud cost management. Without a standard lexicon to describe cloud cost data (like disk storage and CPU pod pricing), cloud cost management best practices have long been hard to congeal and implement. To reconcile their data, companies have been forced to either make bespoke data workflows with a data formatting provider or piece together a monolith of cloud APIs that come molded with the cloud services they want to manage.

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With FOCUS, there’s a standardized language for defining billing items. This standardization is crucial for fostering an open ecosystem where industry leaders can collaborate to promote best practices in cloud cost management, ultimately helping companies reduce waste and avoid overpayment. For companies, it means that cloud bills can now be benchmarked much more accurately and insightfully as to how and where their costs stack up relative to a series of "smart" assumptions.

Cloud Industry Endorsement

The backing of FOCUS by industry giants such as Microsoft, Amazon and Google is set to significantly enhance billing transparency and democratize strategic cloud cost management. With FOCUS, the task of cost management shifts from the organizations themselves to the end-users. Though it's still in its nascent stages, this shift is a critical step toward fostering a culture of financial responsibility and efficiency within organizations.

The growing acceptance of FOCUS marks a critical turning point in the discourse around cloud costs and the future trajectory of cloud cost management. Cloud FinOps is evolving from an abstract concept to a tangible practice. With a shared language for data consumption and analysis, FOCUS transforms the broad objective of cost efficiency into a specific, executable strategy that organizations can adopt both now and in the future.

How Different Sectors Can Exploit FOCUS

Leveraging FOCUS, companies can significantly improve their cloud cost management processes. By implementing RPA tools, companies can automatically extract data from invoices, which facilitates the reconciliation of actual spending with budgeted forecasts. These advanced tools can seamlessly integrate data from various cloud service providers, adhere to the FOCUS specifications and generate comprehensive reports.

Different FinOps personnel can easily exploit the FOCUS framework as follows.

Business Or Product Owners

These individuals require accurate comparisons between actual cloud usage costs and their projections to make informed budgetary decisions. With FOCUS and RPA tools, they can ensure that usage charges are within expected budgets, particularly across single billing accounts. They benefit from having an aggregated view of cloud costs without the distortions of past adjustments, allowing them to focus on current data relevant to the billing period.

Finance Manager

Those in finance roles need reports detailing costs from all geographic locations within a set timeframe, often for a single product. Utilizing FOCUS, they can reconcile bills in various currencies and conduct cost allocation and chargeback operations efficiently. This aids in calculating the cost of goods sold (COGS) and operational expenditure (OPEX) at a product level, which is vital for accurate financial reporting and analysis.

FinOps Practitioners

These professionals are tasked with tracking and managing unused cloud commitments to optimize future financial planning. With the clarity provided by FOCUS and the automation of RPA, they can better identify data from a specific period where commitments were not utilized. This allows them to take corrective actions (such as selling the commitment or reallocating it to where it can be effectively used) or choose to ignore it with full knowledge of the implications.

Engineers need to extract a list of the top service cost drivers within a specific account from a given period. Understanding these cost drivers through the lens of FOCUS allows engineers to prioritize their efforts to optimize services that have the most significant financial impact. The standardized language and data representation FOCUS offers enable engineers to develop a clearer strategy for resource optimization, which can lead to potentially substantial cost savings.

Future Directions

FOCUS offers a standardized and scalable approach to collecting basic cost and usage data from the cloud. This initiative helps achieve greater financial transparency and control. If FOCUS succeeds in reshaping how people approach and manage their cloud expenditures, it will mark a transformative moment in the current and future landscape of cloud computing, laying the groundwork for shared learning and collaborative innovation.

When embraced by both the public and private sectors, FOCUS has transformative potential, mirroring the public spend visibility efforts of initiatives like the Open Government Partnership's Digital Public Goods Alliance and meeting the strategic objectives of leaders across the digital economy. This spirit of collaboration and innovation is what I believe will carry us through the digital decade.

To promote the adoption of FOCUS, stakeholders are encouraged to engage in active dissemination and training sessions that highlight the pragmatic benefits of FOCUS in managing cloud resources efficiently. Challenges may arise, such as resistance to change from traditional practices and the initial resource allocation for integration and training. Addressing these hurdles through targeted communication strategies and demonstrating the long-term cost benefits can facilitate smoother adoption and maximize the impact of FOCUS in the evolving digital economy.

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KKR and Impilo Announce Strategic Partnership Together With Management in Rare Disease Platform Immedica Pharma

STOCKHOLM & LONDON –(BUSINESS WIRE)– Investment funds managed by KKR, a leading global investment firm, have agreed to acquire Immedica Pharma , a pharmaceutical company headquartered in Stockholm, Sweden , focused on the commercialization of medicines for rare diseases and specialty care products. Existing owner, Nordic healthcare investment firm Impilo, will reinvest to become an equal owner alongside KKR. The transaction is subject to customary regulatory and closing conditions.

KKR and Impilo will work together with Immedica’s management team to support Immedica’s continued growth, including the launch of the recently approved ultra-orphan drug Loargys, additional pipeline assets, and continued in-licensing and M&A. The company is also evaluating an expansion into the U.S. ahead of the regulatory filing and potential approval of Loargys by the U.S. FDA.

Immedica Pharma was established in 2018 by Impilo and an experienced management team with a strong track record in launching and commercializing orphan drugs across Europe . The business has built up a portfolio and pipeline of drugs primarily within haematology and oncology as well as genetic and metabolic diseases for rare conditions with high unmet medical need and has quickly expanded into an emerging leader in the European rare disease space, with revenues of EUR 100m and annual growth of more than 50%. Growth catalysts have included a series of in-licensings and acquisitions of drugs for orphan and niche conditions, as well as the organic development of a pan-European and Middle Eastern launch and commercialization organization with over 100 highly skilled employees, supported by the corporate headquarters in Stockholm .

Kugan Sathiyanandarajah, Partner and Head of KKR’s Health Care Strategic Growth business in Europe , commented: “The Immedica team is one of the best that we have encountered in a space that we have been following for some time. We are deeply impressed by the accomplishments of Immedica under Impilo’s ownership and the establishment of a rare disease player with a highly promising pipeline. We look forward to working with the management team alongside Impilo to accelerate growth further.”

Magnus Edlund , partner at Impilo.

“I am excited to continue our partnership with Impilo and welcome KKR as a new strategic partner for the next step in Immedica’s journey,” said Anders Edvell, CEO of Immedica. “Since our inception in 2018 backed by Impilo, Immedica has made significant strides towards becoming a leader in the rare disease sector, providing innovative therapies to patients with severe unmet medical needs. I look forward to working alongside both KKR and Impilo as we further our mission, continue to build our organisation, and expand our reach globally.”

KKR is investing in Immedica through its KKR Health Care Strategic Growth Fund II, a $4.0 billion fund focused on investing in high-growth health care companies. KKR has a long track record of supporting health care companies globally, having invested approximately $20 billion in the sector since 2004.

Impilo was advised by Morgan Stanley & Co. International as financial advisor. Latham & Watkins served as lead legal counsel, with Mannheimer Swartling advising on Swedish legal matters, PwC advising on financial and tax matters, and BCG assisting on commercial matters.

Gibson Dunn served as lead legal counsel, with Setterwalls advising on Swedish legal matters and Cooley advising on IP and licensing matters, Alvarez & Marsal and PwC advising on financial and tax matters, and Clearview Healthcare Partners assisting on commercial matters.

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group . References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries. For additional information about KKR & Co. Inc. (NYSE: KKR), please visit KKR’s website at www.kkr.com . For additional information about Global Atlantic Financial Group , please visit Global Atlantic Financial Group’s website at www.globalatlantic.com .

About Impilo

Impilo is a Nordic investment company focused solely on investments in companies operating in the pharmaceutical, medical technology, healthcare services and other health related industries. Our starting point is that our portfolio companies must contribute to a positive and sustainable development of the societies and markets in which they operate in order to remain successful in the long term. Impilo strives to increase value of its investments through long-term active ownership. Impilo has a well-diversified portfolio of healthcare investments and manages c. EUR 1 billion of capital from leading Nordic and international investors. Learn more about Impilo at www.impilo.se .

View source version on businesswire.com : https://www.businesswire.com/news/home/20240422283835/en/

Linda Holmström , Head of Communications [email protected]

Ludvig Gauffin [email protected]

UK FGS Global Alastair Elwen [email protected]

Magnus Edlund , Partner [email protected]

Source: KKR

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This presentation contains certain forward-looking statements pertaining to KKR & Co. Inc. and its consolidated subsidiaries (collectively “KKR”), including certain investment funds, vehicles and accounts that are managed by KKR (each, a “fund”). Forward-looking statements relate to expectations, beliefs, projections, future plans and strategies, anticipated events or trends and similar expressions concerning matters that are not historical facts. The forward-looking statements are based on KKR’s beliefs, assumptions and expectations of its future performance, taking into account all information currently available to it. These beliefs, assumptions and expectations can change as a result of many possible events or factors, not all of which are known to KKR or are within its control. If a change occurs, KKR’s business, financial condition, liquidity and results of operations, including but not limited to, assets under management, fee paying assets under management, after-tax distributable earnings, capital invested, syndicated capital, uncalled commitments, cash and short-term investments, fee related earnings, fee and yield segment EBITDA, core interest expense and book value, may vary materially from those expressed in the forward-looking statements. The following factors, among others, could cause actual results to vary from the forward-looking statements: whether KKR realizes all or any of the anticipated benefits from converting to a corporation and the timing of realizing such benefits; whether there are increased or unforeseen costs associated with the conversion, including any adverse change in tax law; the volatility of the capital markets; the general volatility of the capital markets; failure to realize the benefits of or changes in KKR’s business strategies including the ability to realize the anticipated synergies from acquisitions or strategic partnerships or other transactions; availability, terms and deployment of capital; availability of qualified personnel and expense of recruiting and retaining such personnel; changes in the asset management industry, interest rates or the general economy; underperformance of KKR's investments and decreased ability to raise funds; and the degree and nature of KKR’s competition. All forward-looking statements speak only as of the date they are made. KKR does not undertake any obligation to update any forward-looking statements to reflect circumstances or events that occur after the date on which such statements were made except as required by law. In addition, KKR’s business strategy is focused on the long-term and financial results are subject to significant volatility. Additional information about factors affecting KKR, including a description of risks that may be important to a decision to purchase or sell any common or preferred stock of KKR & Co. Inc., can be found in KKR & Co. Inc.’s Annual Report on Form 10-K, Quarterly Reports on Form 10-Q and its other filings with the SEC, which are available at www.sec.gov.

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