Presentation of

Engagement
Reports

Written
Presenta
tion

Types of Written Presentations

Formal Reports

Executive Summary
Project Background
Objectives and scope
Engagement Methodology
Analysis and synthesis

Informal Letters and Memoranda

Discussion Outlines
Graphic Summaries
Charts, Diagrams, Layouts and
Matrix Arrays
Prospectus and manuals

Planning and
Developing
written
materials

Preparation to write

Organizing the material

Assuming that the data the consultant

collected during an engagement are

kept in logical, retrievable form, report
preparation becomes a process of
editing and arranging material.

Skills involved in report preparation

Wordsmithing
Is a an art of saying things properly.

Editing

is the process of selecting and preparing written, visual,

audible and film media used to convey information.

Keys to a good editing

Purpose should clearly define

Determine the subject that covered
Identify the audience or prospective readers.

Points of readability presentation

Write short report if possible.
Arrange the material for emphasis.
Avoid long, complex paragraphs and sentences.
Avoid jargon, slang, an unnecessary technical term.
Use the active voice and direct, descriptive words rather than

euphemisms.
Use pictures, graphs, and chart whenever appropriate.
Use numbers selectively

Enhancing readability

Techniques for presenting written reports

transfer is important event that
always has a moment of truth
aura.
-

In Person
Presentation

How to prepare an In Person Presentation :

Length of time for the presentation
Timing
Size of the audience
Composition of audience
Atmosphere
Dress

Making the Presentation

Before Presenting
Presenting

Mistakes to avoid
Answering the right questions but failing to provide enough background on the basis

for the conclusions.

Failing to address the clients primary concerns, key issues or pet peeves.
Ignoring the significance of timing and emotional when delivering a report or
presentation.
Failing to obtain concurrence on conclusions and recommendations from members of
the clients staff
Producing a report that seems cheap by comparison to the amount of fees
Allowing inadequate time to prepare the presentation
Making the client feel silly, nave, negligent or undeserving of respect in either the
tone or content of the presentation.
Showing sloppiness, inattention to detail or superficiality in the presentation.
Surprising the client, especially in a group meeting or in a written report that cannot
be retracted.
Trying to sell future services via the presentation.