Archive for the 'Team Presentations' Category

Team Presentation Soft Skills

In an earlier article, I shared some tips on the technical effectiveness of team presentations. But the other and often bigger challenge is the effectiveness of your “people skills.” Clients who are in search of a vendor don’t just want someone who can do the job. They’re looking for trustworthiness, commitment and chemistry with the project team. Despite the fact that a vendor search may be based on a rational, objective decision-making process, the bottom line is clients are going to select people they like. No matter how well you meet their criteria, if they don’t like you, it won’t matter.

Here are some ways to up your likeability factor:

  • Understanding. How well do you understand not only the client’s business and project needs, but their constraints, their challenges, their difficulties?  Be sure to focus on your knowledge and understanding of the client’s needs, not just on your strengths and assets.
  • Attitude. Having a confident, can-do attitude is extremely appealing. You exhibit confidence when you answer questions knowledgeably, speak positively—“we can take care of that”—and don’t put yourself down and sell yourself short. Remember, a huge determining factor in the client’s perception of your attitude is nonverbal. Watch your body language—make sure it’s open, relaxed, and interested. Lean forward when someone speaks to you, make eye communication with every member on the team, put some energy in your comments. Show your pleasure at this opportunity. Smile easily, have enthusiasm for the project. Clients want to work with pleasant, positive people. It doesn’t matter if you feel pleased and proud to be there. What matters is if you look pleased and proud. If you’re leaning back in the chair, with your arms crossed and a bored or distracted look on your face, that’s what the client will believe you feel.
  • Listening. Good listening skills are potent. Remember to use “active listening,” the three-step technique of using your EAR—Engage the speaker, Actually hear what’s being said, and Respond appropriately—to engage others and let them know you’ve both heard and understood them. When your prospect talks about their issues, problems, and objectives, your ability to show you’ve heard and understood has immeasurable impact.
  • Interest. Without a doubt, showing interest in others is one of the most powerful likeability factors. Make sure that the focus of your presentation is not entirely on you and what you offer. While you certainly want to communicate your positive points, keep in mind that everyone else is doing that, too. What will impress the client and be more memorable is how much interest you took in them—as individual members and as a company. This starts well before that final presentation, of course. You want to take every opportunity to meet with the decision-makers beforehand and show genuine interest in their business and their projects. Keep in mind that the client isn’t interested in how tough or difficult it will be for you to pull this off. But they’ll be sincerely impressed if you’re interested in their challenges—and can offer ways to solve their dilemmas. It’s a fact of basic human relations that we’re drawn to people who are interested in us.

Let me close with a final reference to the word team. Any time someone’s ego takes over on a team, it’s usually disastrous. You’re there as a team because the prospect wants to see a representative sampling of your expertise and skills and wants a feel for the chemistry between your group and theirs. When one person tries to hog the spotlight or insists on correcting or contradicting team members when they say something wrong, that person—no matter how right or bright—will doom the team to failure.

People do business with those they like. And we tend to like those who like us. So exhibit these traits to show your commitment to a project and you’ll increase your “win” factor.

Effective Team Presentations

A team presentation is a special animal. It’s easy to get excited when your company makes the short list of vendors who are invited to make a presentation on a big piece of business. But, while your skills and experience can get you on that short list, it’s invariably the power of your team’s presentation that will win or lose you the business. In fact, your challenge is the double header of not just demonstrating your fit for the job, but also projecting the “softer” skills of attitude, enthusiasm, responsiveness and client orientation.

Team presentations present a unique challenge, so I’m going to cover this topic in two separate articles—this one on the technical effectiveness of the presentation itself and the other on the people skills that are so important to creating chemistry with the client.

So what are some ways your team presentation skills can stand out over the competitors?

  1. Obviously do your homework. Know the prospect’s business, their needs and hot buttons.
  2. Select the members of your team based on complementary areas of expertise. Most team presentations are best handled with three to five members. This is decided primarily by the size of the prospect’s team (you don’t want too many to their small group nor too few to their greater numbers) and the amount of time you have—less time means fewer presenters.
  3. Choose the team leader strategically. It may not always make sense for it to be the highest ranking person on the team, especially if that person will have absolutely no role when your company actually gets the business. A more meaningful choice might be the person who would have the most contact with the client.
  4. Adapt to the presentation logistics. Find out ahead of time if this will be a formal, stand-up presentation, or a more informal, seated discussion approach. Learn about the A/V set-up if you’ll be using visuals. Try to determine the seating arrangements. While there may be a benefit to being seated among your prospects, keep in mind that being seated across from them is not necessarily a divisive gesture. This is a great opportunity to be seen as a team, to capture the spotlight and show your stuff.
  5. Outline the presentation. This includes what each person will speak on, when and how long each one speaks, and the leader’s role in all of it. The leader, as the key facilitator, will: open, make introductions, direct the flow, conclude, manage the Q&A, and wrap it all up.
  6. Prepare your content. Make sure you are responding to the prospect’s criteria, that you meet time limits, and that each person knows his/her topic well.
  7. Rehearse: First, to make certain that you come in under your time limit, and secondly, to ensure that every presenter is confident and credible. Videotape and candidly critique yourselves.
  8. Plan for Q&A. Anticipate the possible questions you’ll get (especially the ones you’d rather not be asked!) and know how you’re going to answer them. It’s smart to assign each team member a subject area responsibility for Q&A. This helps prevent either everybody answering at once or a long pause while everyone waits for someone else to tackle it.
  9. Look and act like a cohesive team. Remember that even when you’re not presenting, you’re still “on.” Your facials and body language are sending signals about whether you’re bored or engaged. Resist grimacing or interrupting a team member if someone has said something incorrect. Project positive nonverbals throughout the whole presentation—look interested and supportive and affirming.
  10. Debrief after presentation. Why did you—or did you not—win the business? Ask the client why they made the decision they did. Request—and be prepared for—honest feedback. That way you can learn how to win (again) the next time.