Client Presentations

Developing a client friendly approach to presenting work combines many different skills. Thinking in terms of the audience invites understanding of the user experience and searching out ways beyond making content available to consider the way that it is structured and presented.

The Portable Document Format

Clients may have different software tools than what you produce your content in. Compiling work into a single document that does not require the client to have any specialized software is a strategy for supporting the user experience. The portable document format (PDF) is a great way to solve the user experience challenge of access to content which can include text, images, and links to videos. Options for creating presentations and sharing them as .pdf documents include PowerPoint, Word, and Google Drive Documents. PowerPoint and Word have a “save as” option that allows for converting to PDF. Google Drive Documents can use the download as .pdf option.

Video – Client Presentations

Video - Client Presentations

Client Presentation – Template

Screenshot 2015-03-01 at 11.35.58 AM Screenshot 2015-03-01 at 11.36.25 AMclient_presentations_outline

The icons above link to a Word template or a .pdf outline that can be used for crafting your client presentations. PowerPoint is also an excellent choice for compiling images and text along with links to online videos hosted on a media server such as YouTube.com. Both Word and PowerPoint allow for converting the presentation to .pdf

Online options include using Google Docs to compile images, narrative, and links in a presentation that can be saved as a .pdf file for presentation purposes.

Learning Journals and Winning Play Books

Creating a learning journal supports the idea of developing a ready reference to progressive understanding. That reminds me of a video from Google’s talent revolution symposium from a rugby coach that described the value of a journal as a playbook that helped document and share winning moves with team members.

I was impressed with the value of how a learning journal can support improved performance in the future.

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