We’ve all been there – so much great analysis and rich research but when presenting, the stakeholder loses focus. Or, we’ve attended presentations with 20+ slides, but we were left without any clear takeaways. We’ve talked with professional UX, insights and product researchers about the best practices for presenting research insights that resonate with your audience.
#1 Start Here: collect and organize your information:
Organize, analyze, and process your research so it’s ready to present. For more information on organizing and processing your research read: Leveling up: Processing research. Prioritize your findings and ensure you’re confident in what you’re presenting.
Steps for moderated interview recordings:
- If you haven’t done so, upload interviews to your project and create transcripts.
- Add your annotations, tags, and topics throughout your interview and organize by project.
- Create video snippets and splice multiple interviews into brief highlight reels (see more detail below).
If you have not joined Tetra Insights yet, the research platform has all these tools. You can sign up FREE here. It’s very straightforward to set up — with human support — to ensure you’re quickly successful in analyzing and synthesizing your research.
#2 Understand your audience: a.k.a what’s the point?
Leaders/Stakeholders: which 3-5 insights do you think are the most critical? Leaders or stakeholders will want the “what’s the point” presentation. Keep this in mind and include an agenda and an executive summary slide with your main 3-5 insights with highlight reels that are less than 1 minute/each. Include all your rich data, additional highlight reels, any other quantitative data tables in your addendum. Organize and curate your research, but never sacrifice the voice of the customer.
Teams: what decisions are teams trying to make? Focus on the key insights that are directly related to the immediate question and state that question or focus on the section slide. Choose to include other data and insights in an addendum, and organize and tag in your research repository for future presentations. Also, never sacrifice the voice of the customer – include highlight reels and attributed quotes from the research transcript.
Tip: If your background is academia, this can be the most impactful writing difference when presenting in a corporate setting.
#3 Create an impactful presentation slide by slide:
Your objective should be to curate your presentation into the most interesting and important insights. Spend the time up front to ensure you understand and have organized your research (see #1 above). Use a corporate template, avoid too much jargon, and aim for conciseness.
This can be a separate slide or combined with the Intro Slide. Set expectations —include a Q&A item at the end unless you have time to field questions during your presentation.
Brief Introduction of the purpose of research and parameters as they relate to your research. This can be included in the agenda slide to be more concise. Include the context for your research – don’t assume the audience has the complete picture or objective for this work.
Create sections of slides like a chapter in a book. This helps your audience track your research insights. Each section is a theme or topic area, and the best practice is to include a section summary slide with insights and important takeaways.
Adding an insight to each section:
Add a recording for each insight per section.Here’s the step by step:
- Create your Insight and locate it. Export the file.
- Go to the slide in Google Slides and select Insert | Video upload file (or your presentation tool of choice). Select your recording.
- Include another slide with any added data and insights. Add attributed quotes directly from the transcript. This is where you can include an infographic rather than an extensive table of data.
Continue with more insights as necessary— if more than 10, then consider breaking the presentation into two decks. The objective of the presentation is to reveal your insights supported by recordings and attributed quotes directly from the user or customer.
Tip: remember that most audiences only remember 3 points from a presentation and videos are the best way to encourage retention.
Next Steps and Q&A:
Include a slide that captures the next steps you and your team will take. What are your recommendations based on this research that you’ve supported with your qualitative findings? If these recommendations include actions that require stakeholder buy-in, list the team, function, or individual that would own that action. If you’re not sure, open up the conversation for discussion and solicit feedback.
Tip: leave time for questions. Depending on the total length of the presentation, you may include a Q&A section at the end of the presentation.
Include all your other supporting information and quantitative data tables in an addendum section. These slides should still be neat with a header at the top that clearly describes the data. This information will likely be forwarded to others on your team or organization so it should be clear. Also, presentations can be added to your project in Tetra as a file so your research repository is up to date and accessible.
Tip: review your speaker notes and remove all that are personal to your presentation if you choose to share the presentation in slide deck format. You can export as a PDF from Google Slides and have the same great presentation but in a reader friendly format.
Tip: short on time? Ask a colleague to review your presentation for grammatical errors and formatting issues so your presentation is flawless.
Tip: send the presentation to your team members prior to the presentation (1-2 days in advance). Ask that they prepare and submit questions related to the presentation, and you can be prepared to answer them in your session.