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Last updated on 2024年7月20日

You're presenting financial data to non-financial stakeholders. How do you keep them engaged and attentive?

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Presenting financial data to non-financial stakeholders can be as daunting as it is crucial. Your audience may not share your expertise in financial services, but their understanding and buy-in are essential for strategic decision-making. It's your job to bridge the gap between complex financial concepts and their practical implications. To do this effectively, you'll need to craft a presentation that is not only informative but also engaging and accessible to those without a financial background. The key lies in simplifying the data without dumbing it down, using relatable examples, and maintaining a dynamic delivery that captures and holds your audience's attention.

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Sashika Priyadarshi

Assistant Manager - Senior Business Analyst at Liquid Island Pvt Ltd

1 Simplify Data

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Sashika Priyadarshi

Assistant Manager - Senior Business Analyst at Liquid Island Pvt Ltd
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Presenting financial data to non-financial members, such as a sales team, can be challenging. It needs to be as simple as possible, avoiding technical jargon. Involving them with their own experiences is very effective. For example, to explain the working capital cycle, use a role play where one member owns a shop and then ask interactive questions to explain the concept. And at the end highlighting key points and take aways also important to ensure effective presentation.

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Surya Peesapati (SP)

Product management| CSM | CSPO| IIM Trichy
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Use clear, straightforward language and minimize technical jargon. Focus on the most critical data points and ensure they are easy to understand.

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2 Visual Aids

A picture is worth a thousand words, especially when it comes to financial presentations. Utilize charts, graphs, and infographics to represent data visually. These tools can help clarify trends, patterns, and relationships that might be difficult to convey through numbers alone. For example, a bar chart can effectively show comparative performance over time, while a pie chart can illustrate market share distribution. Ensure your visuals are clean and uncluttered, with labels and legends that make them easy to understand at a glance. Visual aids not only keep your audience engaged but also help them retain the information long after the presentation is over.

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Surya Peesapati (SP)

Product management| CSM | CSPO| IIM Trichy
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Implement visual tools like charts, graphs, and infographics to represent data. This makes complex information more accessible and visually appealing.

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3 Relatable Examples

To truly engage your audience, connect financial concepts to everyday experiences or well-known scenarios. For instance, likening a company's cash flow to a household's monthly budget can make the concept more tangible. Use metaphors or analogies that resonate with your audience's interests or industry. By framing financial data within a familiar context, you help stakeholders understand its relevance and impact. This approach not only keeps them attentive but also empowers them to participate in discussions with more confidence.

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Surya Peesapati (SP)

Product management| CSM | CSPO| IIM Trichy
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We should tie the financial data to everyday examples that the audience can relate to, making the information more tangible and understandable.

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4 Interactive Elements

Incorporate interactive elements into your presentation to foster engagement. Ask questions to provoke thought and invite your audience to share their perspectives. This interaction can lead to valuable insights and make stakeholders feel like active participants rather than passive recipients of information. You could also use simple polls or quizzes to gauge understanding and keep the energy levels high. Interactive elements break up the monotony of a data-heavy presentation and keep your audience on their toes.

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Surya Peesapati (SP)

Product management| CSM | CSPO| IIM Trichy
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Integrate interactive aspects such as live polls, Q&A sessions, or hands-on activities to keep the audience actively engaged.

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5 Storytelling Approach

Narratives are powerful tools for making complex information memorable. Frame your financial data within a story that outlines the company's journey, challenges, and successes. A storytelling approach can bring dry numbers to life by showing how they fit into the bigger picture. Describe how past financial decisions have shaped the current situation and what the implications are for the future. By crafting a compelling narrative , you captivate your audience's attention and make the data more relatable.

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6 Dynamic Delivery

Finally, the way you present the data is just as important as the content itself. Maintain a dynamic delivery by varying your tone, pace, and volume . Use body language and eye contact to connect with your audience. Be passionate about the subject matter—your enthusiasm can be contagious. Remember to pause for emphasis and to allow the information to sink in. A dynamic delivery keeps your audience engaged throughout the presentation and helps ensure that your key messages are heard and understood.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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You're presenting financial data to non-financial stakeholders. How do you keep them engaged and attentive?

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1 Simplify Data

2 Visual Aids

3 Relatable Examples

4 Interactive Elements

5 Storytelling Approach

6 Dynamic Delivery

7 Here’s what else to consider

Financial Services

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