the oral presentation type of business plan includes a colorful

How to Make a Killer Business Plan Presentation (+Templates)

Learn how to make a business plan presentation with tips for slide design, structure, and engaging examples, as well as templates to bring your vision to life.

7 minute read

helped business professionals at:

Short answer

What slides should a business plan presentation include?

• Opening slide
• Your Unique Selling Proposition (USP)
• Business overview
• The challenge you're addressing
• Market analysis
• Your solution
• Marketing and sales strategy
• Goals and Key Performance Indicators (KPIs)
• Team composition
• Funding request and allocation

Your business plan presentation needs to be as strong as your idea

Having a well-crafted business plan is crucial, but if it's not presented effectively, it's like having a treasure map that no one can read.

Even the best ideas can fall flat if they're not communicated clearly, potentially burying your chance of getting your business off the ground.

Remember, presenting a business plan is more than just sharing facts and figures. It's about engaging your audience, whether they're investors or stakeholders, and making them believe in your vision.

But don't worry, you're not alone in this. This guide is here to help you master the art of business plan presentation. You'll learn how to structure your presentation, design slides that captivate, and conclude in a way that leaves a lasting impact and drives action.

Let's dive in!

What to include in a business plan presentation?

A business plan presentation is your chance to delve deep, showcasing not just the what and the how, but also the why of your business. It's your strategic playbook that can persuade investors, guide your team, and set the foundation for your business's success.

11 essential slides of a business plan presentation:

Opening slide: Set the tone with an engaging first impression.

Your Unique Selling Proposition (USP): Define what sets your business apart.

Business overview: Offer a concise snapshot of your company.

The challenge you're addressing: Describe the problem your business solves.

Market analysis: Demonstrate your understanding of the industry and market trends.

Your solution: Detail how your product or service addresses the problem you’ve identified.

Marketing and sales strategy: Outline your approach to winning and keeping customers.

Goals and Key Performance Indicators (KPIs): Specify your objectives and how you’ll measure success.

Team composition: Introduce key team members, their roles, and expertise.

Funding request and allocation: Explain your financial requirements and how the funds will be utilized.

Next steps: Guide the reader on the next steps after reviewing your plan, whether it's a meeting request, further discussion, or a specific action you want them to take.

What does a business plan presentation look like?

In today's fast-paced business world, static business plan presentations are losing their edge. Imagine having to constantly pinch and zoom on a mobile device just to see the details. It's frustrating and distracting.

People also get disengaged when faced with walls of text. They're there to hear a story, not read a novel.

Interactive presentations, on the other hand, bring your business plan to life. They encourage audience participation, adapt to the flow of discussion, and make complex ideas more digestible and memorable.

You can see what an interactive business plan presentation looks like below:

How to turn a business plan into a presentation

Transforming your business plan into a presentation is a crucial step in bringing your vision to life. It's not just about having a plan; it's about presenting it in a way that resonates with investors and partners.

Start by distilling the essence of your plan, focusing on key points like your mission, market analysis, and financial projections. Use engaging visuals and a clear narrative to make complex information accessible.

For detailed insights on how to write a business plan , check out our guide.

How to make a business plan presentation in 6 easy steps

Crafting a business plan is about blending vision and strategy into a narrative that captivates your audience. With Storydoc's AI business presentation maker, creating this narrative becomes intuitive and easy.

In the guide below, we'll show you how to turn your plan into an engaging presentation in 6 simple steps. Stick around to see how seamlessly Storydoc can bring your business story to life.

1) Describe your presentation’s objective

Kick things off by sharing with our AI the type of business plan you're looking to create. This is like setting the GPS for your journey, ensuring every part of your plan is aligned with your end goal.

2) Give an overview of yourself, your organization, and your offering

Introduce the essence of your business - who you are, what your company stands for, and the unique value of what you offer. This sets the stage for a personalized and relevant presentation.

3) Select a suitable design template

Dive into our collection of design templates and pick one that resonates with your business's personality.

4) Tailor your business plan presentation to your needs

Now, here’s where you add your personal touch. Fill in your details, tweak the design, and watch the magic happen as the template adapts to your content. This is where your business plan presentation starts to take on a life of its own.

Then, you can either upload your own multimedia elements or sit back as our AI assistant generates some for you.

5) Add personalized elements

Next up, sprinkle in some personalization. It works just like personalizing a newsletter - you can insert dynamic variables that automatically fill up with your recipient's data.

This level of customization not only makes your presentation feel tailor-made for each reader but also adds a layer of engagement. As a matter of fact, it can get 68% more people to read your deck in full , and share it internally 2.3x more often!

6) Review and refine your business plan presentation

Finally, take a step back and review your plan. Ensure it looks good, flows well, and clearly conveys your message.

The beauty of Storydoc is that it's a living document – if you spot a mistake or need to update information after sharing, you can. You're in control, ensuring your audience always sees the most polished and up-to-date version of your business plan presentation.

Business plan design principles to turn average into impressive

Designing a business plan presentation is about more than just putting words on a page; it's about creating an experience that captures and holds attention. In today's digital age, the way you present your plan can be just as important as the content itself.

Let's explore how to design a business plan presentation that stands out in the modern business landscape.

1) Move from static to interactive

Gone are the days of static, text-heavy business plan presentations. Today's plans are interactive, engaging readers with clickable elements, dynamic charts, and even embedded videos.

This interactivity not only makes your plan more interesting but also allows readers to engage with the content in a more meaningful way.

Here's a great example of an interactive business plan presentation:

2) Use scroll-based design

Forget the hassle of pinching and zooming on a PDF. A scroll-based design, similar to a modern website, offers a fluid reading experience.

It's straightforward and aligns with how we naturally consume content online, making your business plan presentation easier and more enjoyable to read.

Here's an example of scroll-based design:

3) Make sure your business plan presentation is mobile-friendly

With so many people reading on their phones, your business plan presenttion needs to look good on any device.

Responsive design means your plan is easily readable on a phone, tablet, or computer, ensuring that your message is clear no matter how your audience accesses it.

4) Shift from local files to online documents

Step away from traditional Word docs or PDFs and embrace online documents. They're great for sharing, updating in real time, and collaborating with others.

Plus, they're accessible from anywhere, which is perfect for busy investors who are always on the move.

For more information, check out our comparison of the best business plan document types .

5) Embrace visual storytelling

Use visuals like infographics and charts to tell your business's story. They can turn complex data into easy-to-understand, engaging information. A well-placed visual can often do a better job of explaining your points than text alone.

Here's a great example of visual storytelling:

Best business plan software

Selecting the right tool to create your business plan presentation is vital for any startup. To ease your journey, I've compiled a list of the top business plan software, each designed to cater to different needs.

From comprehensive platforms guiding you step-by-step to dynamic tools that add interactive elements to your presentation, there's something for every entrepreneur.

The best business plan software currently available:

LivePlan.com

BizPlan.com

Upmetrics.co

GoSmallBiz.com

Business Sorter

MAUS Master Plan Lean

For a deep dive into each tool and to find the one that best fits your business's needs, explore our detailed guide to the best business plan software .

Interactive business plan presentation templates

The pressure to get your business plan presentation right can be overwhelming. After all, in many cases, you only get one shot to impress.

These business plan presentation templates offer a framework that takes care of the structure and design, allowing you to focus solely on fleshing out your strategy.

Whether you're pitching to investors, partners, or stakeholders, these templates give you the confidence that your plan is presented in the best possible light.

Grab one and see for yourself.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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How to Create a Business Plan Presentation [Plus Templates]

Written by: Masooma Memon

Creating a wow business plan presentation is a myth. Or, is it? The truth is, as long as your business idea is in your head, it’s perfect. But it comes undone as soon as you try to translate it into a presentation.

We get that. We’ve all been there.

But, this shouldn’t stop you from creating the perfect business plan presentation you’ve been dreaming of. After all, dreams come true. And, to help your dream of creating a winning business presentation jump into reality, we’ve created this guide for you.

We’ll cover everything that you have in mind including how many slides does your business idea presentation need, what goes into those slides, and how to create a business plan presentation with Visme.

Here's a short selection of 8 easy-to-edit Business Plan Presentation templates you can edit, share and download with Visme

Along the way, we’ll also show you a series of ready-to-use business plan presentation templates that you can customize to use as your own. See? We did say creating a presentation isn’t rocket science.

Ready to learn how to create a business presentation?

Let’s get started already.

What is a Business Plan Presentation?

We know a business plan as a formal document that includes your business goals, mission, strategy and the rest of the starting-a-business shebang. 

A business plan presentation is all that with added pressure since you’ve to convey the entire information in slides – clearly and concisely. 

Hey executives! Looking to cut design costs?

• Spend less time on presentations and more time strategizing
• Ensure your brand looks and feels visually consistent across all your organization's documents
• Impress clients and stakeholders with boardroom ready presentations

Sign up. It’s free.

Put another way, you don’t have wordy documents to convey your ideas. Instead, you’ll need to be clear about selling your idea to investors by sharing all the important details in an engaging and succinct manner. 

How Many Slides Does Your Business Presentation Need?

Ideally, between 10-12 slides are best. As you plan your presentation’s content and the slides you need to accommodate it, keep in mind the following two rules.

Firstly, Guy Kawasaki’s 10-20-30 rule . Here’s what it’s about.

• 10 slides (or around 10 slides if needed) 
• 20 minutes (the longer your presentation, the great you risk losing your audience’s attention)
• 30 font size (an essential that we’ll look into in the next section) 

Secondly, the 9 minute rule . Although this one’s for salespeople, it helps presenters too. Short and powerful messages leave a far deeper impression than a long, rambling presentation. Besides, you’ve your audience’s attention as well. 

So, make sure you deliver 2-3 slides per minute or try a closer version.

But, hang on. 

What if you need more slides? Say, over 12 slides. 

Over 12 slides is a no-go zone. You can go for 13, but any more and you end up choking your audience with a lot of information. Something called information overload , and you shouldn’t do that. So scale down.

Basics of Creating a Business Plan Presentation

With the recap out of the way, let’s talk about the fundamentals of preparing a business presentation that you need to keep front and center as you plan.

Your message needs to be clear and concise.

This is the heart of any successful presentation — one that makes it a winner. To ensure your message comes off coherently, explain your business idea to yourself.

The stronger your grip on your idea, the better you’d be able to explain it in a few sentences, or paragraphs at most. 

In other words, make sure you can summarize your plans into an elevator pitch. Also, don’t forget, use simple language — can a child understand your business idea? If so, you’re in the right direction. 

The presentation slides need to be easy to read and understand.

If a clear message is the heart of a prizewinning (read: investor winning) presentation, good readability and ease in understanding are the lungs, working to keep your presentation alive and breathing. 

The question now is, how do you go about creating digestible slides? Here are a couple of things that can help.

Choose a font or two that's easy to read.

Garamond, Helvetica and Gill Sans are some of the best fonts to use in a presentation .

And while you’re at it, select a readable font size. 30 points is a good benchmark size to keep in mind like we discussed above. 

Take a look at how well the font size is adjusted in this template. The changing font size also creates a visual flow that navigates viewers’ attention.

Pick a color contrast that’s easy on the eyes.

Know those bright colors that hurt the eye and are hard to look at? Steer away from them. A subtle color combination works best like in the Visme presentation template below.

Use minimal text.

To do so, read each word carefully and ask yourself: can I do just fine without this word? If you find yourself replying in the affirmative to this question, remove the word. In short, make each word earn its keep.

Here’s a template using only as many words as needed to get the message across.

Pay attention to the visual elements in each slide.

The goal is simple: you’ve got to use design elements smartly without over doing them. Sure, you’ve heard a picture is worth a thousand words, but nailing visual components in your presentation can take some effort. 

Put another way, it isn’t about throwing in a bunch of thumbnail images and icons to each slide and calling it a day. Instead, it’s about adding them thoughtfully so they’re impactful rather than extra baggage. 

Check out this template from Visme to get an idea of what we’re talking about here.

On the whole, aim for creating a business plan presentation that’s readable, comprehensible and clutter-free. 

10 Slides You Need in Your Business Plan Presentation

Now that you know how your slides need to look, let’s talk about another important point – your presentation’s slides and what they need to talk about. 

The bare minimum slides you need are 10. Remember, cover only one business aspect per slide.  Here’s what your slides should be about.

Slide 1: The Title Slide

This needs no explanation — it’s your introductory page that should include your business’s name, any slogan that you may have, and a logo as well (if it’s ready). Don’t forget to add your name to the slide. 

Since this is the first slide, it needs to be an impression maker. One way to create such a slide is to rely on a powerful image that showcases your business idea. 

Take, for example, this presentation template by Visme. It pretty much speaks for itself, narrating the business idea is related to social media scheduling.

Looking for the perfect image for your presentation? Grab one from a pool of 700+ free presentation images . 

Slide 2: The Problem Your Business Solves

Dedicate your second slide to diving into the pain point your business solves.  You can use facts to make things convincing. But, there’s nothing that beats a good story. 

Here is an amazing business plan presentation example that does just that.

Image Source

Additionally, make sure you let your design do the talking. For instance, this presentation template uses a few words and pairs them with icons that explain facts.

Slide 3: Your Business’s Solution

Now that you’ve introduced the problem, give the solution. 

This is the part where your story comes to its happy ending. And what’s the happy ending? Your business idea.  

Again, make sure your solution-offering slide isn’t wordy, but digestible. Try a diagram or sketch to explain your idea like here.

Slide 4: Your Pricing Plan

Okay, so investors know you’ve a great idea that you’ve delivered in an even greater story format. They’re impressed. What’s next? Your pricing structure. 

Go on to tell who your customers are, what your revenue sources are going to be, and how much you expect customers to pay for your product/service? 

But, instead of writing it all, present your pricing plans in a simple-to-grasp chart. 

Here’s what I mean.

Slide 5: Business Operations Information

Now is the time you give your audience an inside peep into the operating nuts and bolts of your business. 

Where will your business headquarters be located? What about the staff that runs the show in the background. What equipment will you need? Answer all that in this slide. 

Just make sure you offer all this info in a chart or diagram.

Slide 6: Your Marketing Plan

Next, tell your audience how you plan to market your business. 

Nope, "TV and ads" is not the right answer. Instead, share your marketing plan including the channels you’ll use and how you plan to do so. 

Planning to make a separate marketing presentation? Dig into this guide to create one with free templates.

Slide 7: Industry Overview

In other words, this slide is for competitor analysis. Make sure you keep it clipped and use a positive approach. 

Defaming or bad-mouthing competitors won’t help. What’ll make a difference in your favor though is how well you explain your unique selling proposition (USP) or what makes your business a winner. 

Share this information in a comparison chart or outline the key pointers using bullet points like this template below does.

Slide 8: Financial Projections

Time to pull out the crystal ball that shows the future!

Answer the following in this slide: what financial projections do you’ve for the next 3 years and 5 years to come. Then, explain how you reached those numbers. 

Slide 9: Your Team

Here’s the part when you talk about the key players who’ll help you build your business. 

See how this template intros teammates.

Slide 10: Concluding Slide

This is your last slide. It’s best to close your presentation with your contact details (check out the slide below for an idea) and a sense of urgency.

But why the urgency, you ask? Because you want to tell your audience that now is the right time for your business to enter the market. 

Customize this presentation template and make it your own! Edit and Download

How to Design a Business Plan Presentation with Visme

So far, you’ve learned a lot of theory on making a business plan presentation. It’s time to put all that and more into practice. 

Start off with writing your content. And, go on to design your slides next. 

With Visme, you’ve two ways to go about creating your presentation: either start with a template or work from the scratch. 

Have you already started making your presentation in PowerPoint, but only just discovered Visme?  No worries! Nobody’s going to ask you to start over.

Instead, simply follow the steps in here to import your PowerPoint presentation in Visme .  Or, watch this video to understand how do so.

Now, let’s start designing.

Design a Business Plan Presentation Using a Visme Template

1. pick a template.

Visme offers templates in various categories, so you’ll be sure to find a template that fits your business idea. 

For instance, here’s a business presentation template.

Here’s something for those of you with an idea in the finance sector.

Plus, a template for a product idea.

Each of the available templates are editable, which means if there’s something you want to change about it, you can easily do so.

Looking for something that takes creativity to a whole new level? Pick from one of our animated presentation templates.

2. Adjust the Slides

Once you’ve picked your template, click  Add New Slide to bring other slides from the template into your presentation. Pick and choose any and all of the slides you need to use in your business plan presentation.

You can also bring in slides that you've previously saved to your slide library to help customize your presentation even further.

3. Customize the Template

Lastly, customize your template’s font and color. 

If you already haven’t settled on your brand colors, dive into color psychology to pick colors for your presentation that inspire trust.

Take advantage of Dynamic Fields to always keep important data like names, dates and contact information accurate. Once you've customized the fields and assigned values , your data will be pulled in throughout your project.

Alternatively, you can create your presentation from the ground up. How so? 

Let’s show you the steps you need to take. 

Create a Presentation From a Themed-Canvas in Visme

1. log in to visme and pick your theme.

First, log into your Visme account and pull up a blank canvas by clicking Create on the left of your dashboard. 

Pick your theme next. Remember to give this some thought instead of selecting the theme that appeals to you. Ask yourself which theme reflects your business idea and which would suit your audience the best? 

2. Add Details to the Title Slide

Once done, start working on your title slide. You already get a dedicated space for the title and subtitle, so you don’t need to worry about aligning the two correctly. 

If you need to add another line to your first slide, click on the Header & Text on the left. This’ll show you a variety of options to play with. 

Here’s a peek.

3. Beautify with Icons, Illustrations or Images

To replace the icon, click on it and hit Replace Icon on the top of the drawing board. This will show you a variety of icons — choose whichever icon(s) that meet your goals the best. 

You can also cancel the icon options to see other elements to add. Those could be Shapes , Arrows & Lines , and (drum roll, please) Animated Graphics including animated illustrations, gestures, characters and more. 

If you plan to power your first slide with images, select Photos on the extreme left and you’ll get the option to either select images from Visme’s library or upload your own image.

4. Add More Slides

Moving on to the next slide now. Find out the Add New Slide option on the right side of your dashboard. This will get you the following screen.

Say you need an introduction slide now. Click that and you’ll get a variety of intro slides from the theme you’ve selected.

Go on to design your intro slide. Then work on other slides in the same manner. 

If you’re planning to create an animated presentation, don’t forget to check out these quick tips to animate your presentation .  

How to Make Your Business Plan Presentation Memorable

Before we wrap this up, let’s leave you with some bonus tips to make your presentation memorable. This way, investors will be more likely to say ‘yes’ to your idea. 

Make an Interactive Presentation

Undoubtedly, interactivity breathes life into your business idea, helping you stand out. Interested in creating an interactive business presentation?

Here are 17 tips to get you started. You can also take a look at how to create an interactive quiz within your presentation below.

Create engaging interactive content with Visme.

• Add interactive pop-ups and hover effects
• Increase interest and engagement on your design
• Lead your audience to specific content with interactivity

Pay Attention to Your Presentation’s Design

Not only is visual design an important component of any presentation , but it’s also what hooks your audience. It takes about 50 milliseconds for your audience to assess a design’s visual appeal. So, it's best you aim for leaving a visual impression. 

Use a powerful image like this template does.

Or try a color-based design like the one in the presentation template below (not going to play favorites, but this is one of my fav Visme presentation templates).

Visualize Data

Wherever you can, use line charts, Venn diagrams, pie charts, and any of the various chart types at your disposal.

But why should you use charts to share your data? Simple: data visualization makes boring numbers easy to understand in one glance. Besides, making them interesting to look at. 

Here’s a donut graph in a presentation, for example.

And a plotted graph.

You can also add infographics to your presentations to take them to a whole new level.

Create a Business Plan Presentation That Wins Investors

Creating a business plan presentation really isn’t much of a tough nut to crack. Consider half your work done if you’re cent percent clear about your business idea. This way your presentation’s content will come easy to you. 

As for the design? Leave that to Visme. Sign up today for free and go on to create a clear, clutter-free business presentation that leaves a solid impression on your audience.

Create beautiful presentations faster with Visme.

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About the Author

Masooma Memon is a pizza-loving freelance writer by day and a novel nerd by night. She crafts research-backed, actionable blog posts for SaaS and marketing brands who aim to employ quality content to educate and engage with their audience.

The Easy Guide to Making a Business Plan Presentation

Failing to plan is planning to fail.

That’s why a business plan is crucial to your business. If you want to make sure that the promising business idea in your head is feasible, you have to start with a business plan .

Visuals make anything easier to understand. That’s why including them in your business plan presentation is a foolproof way to ensure that it’s readily welcomed by your audience and digested without confusion.

By no means is this business plan template limited to presentations; you can also include these diagrams in your business plan documents to make them more readable.

Following are downloadable Simple Business Plan Templates

• Business Plan Template PDF
• Business Plan Template Word
• Business Plan Template PowerPoint

What is a Business Plan?

Benefits of using a business plan presentation, executive summary, company profile, customer profiles.

• Perpetual Map
• Porter’s Five Forces

SWOT Analysis

Pest analysis, competitor profile.

• Competitive Intelligence

Marketing and Sales Strategies

Organizational structure and management, product canvas, value proposition canvas.

• Financial plan

Common Mistakes to Avoid When Creating a Business Plan Presentation

Faqs about business plan presentations, want to extend the guide to creating a business plan presentation.

Let’s start by clarifying the business plan definition.

A business plan is a document that describes your business in terms of what it does, the products and services it offers, your business strategy and business goals, and your action plan outlining how you plan to achieve your goals and earn money.

The main purposes of a business plan are to

• Show the future financial performance of the company and its economic situation for the owners and investors.
• Help identify risks that may affect the growth of the company and provide strategies to overcome them.
• Help make predictions about market trends, competitor behavior, customer requirements and define and prioritize key business objectives .
• Serve as a key resource for developing budgets

Clarity and Communication

A business plan presentation helps you communicate your business idea, goals, and strategies with clarity. It allows you to distill complex information into concise and visually appealing slides, making it easier for your audience to understand and grasp the key points. Presenting your business plan in a structured and organized manner enhances clarity and ensures that your message is effectively communicated.

Engaging and Persuasive

A well-designed and well-delivered business plan presentation can be highly engaging and persuasive. By using visual aids, such as graphs, charts, and images, you can capture the attention of your audience and create a memorable impact. Effective storytelling and compelling visuals can help you convey the value proposition of your business, showcase market opportunities, and convince investors, stakeholders, or potential partners to support your venture.

Feedback and Interaction

Presenting your business plan allows you to receive immediate feedback and engage in discussions with your audience. This feedback can be invaluable in refining your business strategy , identifying potential gaps or weaknesses, and addressing questions or concerns. The interactive nature of a presentation enables you to have a dialogue, gather insights, and build relationships with key stakeholders. It also provides an opportunity to demonstrate your expertise, passion, and confidence, which can further strengthen your credibility and increase the likelihood of securing support or funding for your business.

The Key Elements of a Business Plan

A business plan should contain the following key components.

• Executive summary
• Company profile
• Market analysis
• Marketing and sales strategies
• Organizational structure and management
• Services and products

Although this comes first, it’s smarter to write it at the end. The executive summary of your business plan should explain what is great about your business model and its products or services.

It should be concise and appealing to the reader. And it’s easier to write a meaningful summary once you have filled in the rest of your plan.

Your company profile should provide details on,

• Company history
• Overview of the company
• Mission Statement
• Key resources
• Business contact information
• Products or services
• Location details
• The market you serve
• Your key customers
• The customer issue you seek to solve

All these details can be presented in a much nicer way with an infographic like the one below. It’s easier to read and understand and more compact and clearer than paragraphs of detail.

Market Analysis

Through a market analysis , you can find enough detail to define your target market, its size, customer segments, and their needs.

Your market analysis should also include a competitor analysis, where you will research your key competitors in terms of their influence in the market, their strengths and weaknesses, the threats they pose to you, their products and services, their pricing plans, their marketing strategies etc.

Some visual techniques you can use in this section to present your data are

These aptly summarize all your findings on your customers such as their demographic details, jobs, responsibilities, needs, challenges etc.

Perceptual Map

This tool helps you depict and analyze how your (potential) target customer perceives the brands or products of your competitors. It helps you make sense of your product or service’s competitive positioning through the survey data at your hand.

Porter’s Five Forces

This tool is used to assess your business competitive strength and position against your competitors. Using it you can understand whether your new product or service is profitable.

SWOT analysis is a great way to determine the strengths and weaknesses of your competitors and the opportunities and threats they bring to you within the industry. You can also use it to assess the capabilities of your own company.

More on SWOT Analysis: What, Why and How to Use Them Effectively

PEST stands for Political, Economic, Socio-Cultural and Technological factors. It’s a great way to examine how the external forces in your market can impact your company. It will also help you shape your marketing strategy and develop your risk management plan.

View More More on SWOT Analysis: PEST Analysis Tools

All the details you have gathered on your competitors, such as their sales numbers, strategies, partners, suppliers etc. can be organized here. It’s a great way to prepare your competitor analysis data to be added to your business plan presentation.

View More Competitor Analysis Tools

Competitive Intelligence Mind Map

Or you can convey these data in a mind map. You can use Creately Viewer to add this to your online documents, websites, intranet, Wiki, or business plan presentations. This way you can view any links included in the mind map and navigate through it easily.

You can learn how to use these tools along with other useful techniques in more detail in;

View More Market Strategy Planning Tools

This is where you outline how you plan to market and sell your product. It’s easier to do now as you have extensive knowledge about your market, target customer and your competitors.

With your marketing strategy, you have to consider factors like your marketing or communication channels, marketing goals, marketing budgets, resources etc.

With your sales plan , pay attention to your sales targets, sales tools, resources etc.

You can use mind maps to visualize all this data to your audience. You can either use two mind maps to outline your sales and marketing strategies separately or a single mind map to showcase both.

Marketing and Sales Plan Template

If you want separate a marketing plan and sales plan, check out the templates below,

• Marketing Plan Template for Business Plan Presentation
• Sales Plan Template for Business Plan Presentation

Who are the key personnel involved in your organization? List them down in this section along with their expertise.

Use an organizational chart to represent your team, their roles and skills. It can help you highlight the hierarchy of your organizational structure as well.

Services and Products

This section explains your services or products and how they can benefit the customers. Here are some visualizations you can use to make this section more interesting to your audience.

Product canvas is a tool used to map, design and describe your product strategy. It takes into consideration your target audience, the important features of your product decided by storyboards , epics, design sketches, mockups , and the tasks you need to carry out to build the product.

Learn about this in more detail here .

It’s a tool you can use to ensure that your product or service fits the requirements of your customer. It helps you look into

• The value you can deliver to the customer via your product or service
• Which customer problems/s that you are trying to solve
• Which is the job that your product helps the customer to finish
• Which customer needs you are satisfying
• What are the different products you are offering to each customer segment

Financial Plan

This is the section where you provide all financial information related to your business. This section is required if you are presenting your business plan to investors.

It will include both historical data such as cash flow statements,profit and loss statements, income statements etc. and financial projections based on the impact of your new product.

If you are pitching a new product to your investors, you may also want to include your funding requirements.

For a business plan presentation, you can use a digital database of your financial information with a simple Creately mind map. You can link up all your financial statements on your mind map.

This way anyone who refers to the mind map can easily access the linked resources from one single place.

Overloading with Information

One of the most common mistakes is including too much information on each slide. This overwhelms the audience and makes it difficult for them to follow along. Keep your slides concise and focused on key points. Use bullet points or visuals to convey information effectively.

Lack of Visual Appeal

A presentation that lacks visual appeal can fail to engage the audience. Avoid using too much text and opt for visually appealing elements such as images, graphs, and charts. Use a consistent color scheme and fonts that are easy to read. Make sure your visuals support your message rather than distract from it.

Ignoring the Audience’s Needs

It’s essential to consider the needs and interests of your audience when creating a presentation. Tailor your content to address their concerns and provide relevant information. Avoid using jargon or technical terms that your audience may not understand. Focus on presenting the most compelling aspects of your business plan that align with their interests.

Lack of Practice and Rehearsal

Presenting a business plan without sufficient practice and rehearsal can lead to a lack of confidence and a disjointed delivery. Practice your presentation multiple times to become familiar with the content, timing, and transitions. Rehearse in front of a mirror or a small audience to receive feedback and improve your delivery.

By avoiding these common mistakes, you can create a compelling and effective presentation that effectively communicates your business plan to your audience.

In this post we have explained how to create a business plan presentation step-by-step. Make use of the templates that are provided to make your presentation more eye-catching and easy-to-understand.

Here are some more tips on making your presentation a hit.

Join over thousands of organizations that use Creately to brainstorm, plan, analyze, and execute their projects successfully.

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Amanda Athuraliya is the communication specialist/content writer at Creately, online diagramming and collaboration tool. She is an avid reader, a budding writer and a passionate researcher who loves to write about all kinds of topics.

Home Blog Business How To Craft & Deliver an Effective Business Plan Presentation (Quick Guide)

How To Craft & Deliver an Effective Business Plan Presentation (Quick Guide)

A vital element in today’s highly competitive business landscape is the ability to craft and deliver a business plan presentation. This applies to both entrepreneurs and corporate leaders. 

This guide describes essential aspects required to build a business plan presentation and deliver it to stakeholders. 

Table of Contents

What is a Business Plan Presentation?

Is a business plan presentation the same as a business presentation, executive summary, justification of the business proposal, swot analysis, the niche of the proposal & actors in the industry, competitors, competitive intensity, trend analysis and critical variables, value chain, market analysis, jobs-to-be-done, value proposition, revenue streams, cost structure, distribution channels, key partnerships for the business model, organizational structure & management, go to market and marketing plan, development plan, qa, and continuous improvement model, distribution plan, inventory management, initial funding and financing structure, projection of income and costs.

• Evaluation of Projected Return vs. Required

Risk Evaluation

Sensitivity to critical variables, how to present bibliographical information in a business plan presentation, how to deliver a business plan presentation.

A business plan presentation is the medium we use to communicate a business plan to an audience. 

Presenters commonly ask what is the target length of a business plan presentation in terms of slides. Our expertise in this field tells us it’s advisable to work between 13-20 slides, remaining as concise as possible and using the help of visual aids. Let the graphics speak rather than fill your slides with text blocks.

No. A business plan presentation is used to communicate an identified business opportunity and how it is planned to be served in a way that generates profit. A business presentation is a more generic term, explained in our article about business presentation examples . 

How to Create a Business Plan Presentation

This section will list our recommended content for a successful business plan presentation. We broke it down into four stages which help the presenter build the story backing the business: a-. The opportunity and the competitive landscape analyzed, b- the business model designed and tested to serve the opportunity, c- the implementation plan of the business model, and finally, d- the financial and economic projections estimated that show the profitability of the opportunity.

For the purpose of this guide, the slides will refer to a case study of photo editing software. To replicate this slide deck creation process, you can speed up design decisions by working with the SlideModel AI Presentation Maker and tailoring it to your project.

So, how to make a business plan presentation? Let’s see a step by step guide.

Stage 1 – Identifying the Opportunity

After the title slide that defines how to start a presentation , any business plan should proceed by introducing the executive summary in a concise but impactful format.

The purpose of the executive summary is to inform the audience what to expect from the presentation and its conclusion.

Work with a maximum of two slides for this section, highlighting the key elements through visual cues. Check our guide on how to present an executive summary .

The next slide should disclose all the reasoning behind the business plan proposal, why this plan is being presented at this present moment, and projections of how the plan aligns with the current market trends.

Presenters can share the analysis done by the Market research team as long as it’s made clear which problem is relevant to the current market trends that this business plan aims to solve.

Mention all the references used to arrive at the conclusions expressed so data is backed with meaningful sources.

Any corporate PPT template can help you craft this slide, but presenters can also boost their performance through the use of infographics . If your solution for the selected problem involves a complex process, consider using a process flow template to expose the step-by-step justification of this proposal.

Use a SWOT template to showcase the Strengths, Weaknesses, Opportunities, and Threats of this business opportunity.

Make sure the SWOT diagram is legible. Work your way to meet the same aesthetic style despite speeding up the process with templates. Mention the tools used for gathering the information for this SWOT Analysis in the footnote and ensure the audience understands which information elements help you reach conclusions in each quadrant. Check our guide on how to create a SWOT analysis and see if your business plan requires a SWOT or SOAR analysis . 

Every business plan is scoped under a niche or industry sector. With this slide, describe the sector in which the proposal is immersed. Communicate its value,  list the actors involved, and describe their high-level relationships.

List the analyzed competitors. Communicate their attributes. The competitors’ comparison in business plan presentation can be visually explained using tools from the Blue Ocean Strategy framework, like the Strategy Canvas . 

The competitive intensity of an industry sector is studied through the Porter’s 5 Forces model. This intensity expresses how attractive the industry is. Explain the conclusion in each force showcasing the model.

First, introduce the variables identified as important for the industry sector, citing the insight’s source. Secondly, drill down each variable and break down the different trend dimensions ( PESTEL ) 

• Use a highly visual slide, like a dashboard template , to introduce factual data regarding the trends over a specific time period. Growth rates must be represented in time frames of over 180 days to evaluate the trend accurately.
• List the critical variables (consumers, product, production capability, and financing) briefly.
• Disclose how each variable can affect pricing and your position within the niche for that trend. Presenters can refer to case studies from successful competitor stories on how they responded to trend changes in the niche.

When presenting the value chain, we ought to articulate the sequence of activities the company handles to create value within the business plan. Start by breaking down the value chain into its key components, briefly explaining the stages from inbound logistics all the way through customer service. It is important to highlight the linking point between each stage and express the value of coordinating team activities to enhance overall efficiency.

We can use flowchart diagram templates as visual aids for the audience so they can understand the process sequence. Check our guide on how to make a flowchart .

Present the identified Market and its Segments. Continue explaining how conclusions were driven through the analysis and sizing of the market.

Presenters can use target market analysis templates , market segmentation templates , or TAM SAM SOM templates to compare their target market with the total available market. 

We recommend you check our guide on market segmentation for this process.

Then drill down with a Persona definition.

This study can be made by creating ideal customers, describing their demographics and psychological factors that make them prospective candidates to purchase the product or service this business plan presentation refers to.

Here is our guide on creating buyer personas . 

The Jobs-to-be-Done theory explains why certain customers are attracted to products and services and how those elements solve core problems in the consumers’ lives. 

A Perceptual Map is a tool we can use to measure the consumer perception of different products/services in the same market. This can be particularly useful if our value proposal is to brand ourselves as cheaper alternatives to already existing solutions. Check our guide on perceptual maps for further information.

Check our guide on the Jobs-to-be-Done framework and add suggestions to the business plan presentation.

Stage 2 – Business Model

To describe the  Business Model in your Business Plan Presentation, use the business model canvas analysis tool. Display your design in one slide.

For specific sections of the BMC, you can add slides if you need to drill down for further details. In our experience, the following sections require a deeper level of explanation.

List the Segments targeted in your Business Model. You can include a slide with additional information and segment size. Reference the Market analysis explained earlier to justify the selection or which were the pivots applied.

In order to explain the reasoning behind the Value Proposition and how it serves the segments selected, you can use the Value Proposition Canvas tool to explain the logic behind this selection.

The Value Proposition outlines the unique benefit our product or service offers the market and why customers should choose our offer over potential alternatives. Since we have already analyzed the potential buyers and presented the market, it’s time to deliver that value proposition using our best assets: customer testimonials, report data, surveys, etc.

As testimonials often weigh the most in established brands, be sure to present this information through a narrative that showcases why your product or service had a positive impact on the life of that customer. You can use customer testimonial templates to give an extra boost through visual aids.

Explaining how much the customers will pay for the product/services is critical to understanding the viability and profitability of the business. Showcase for each segment the pricing model and the engagement terms.

The Income Model expresses the sources of revenue for our business plan. This has to be in relationship with the pricing strategy for established businesses. Lean startups can work concerning their minimum viable product (MVP) and then elaborate with projections for future releases or changes in their income stream structure.

At this point, companies need to present the sources of revenue depending on their origin:

• Product Sales
• Subscription Model
• Freemium Model
• Partnerships with other brands in different niches
• Advertising and Sponsorships
• Monetization

Check our guide on pricing strategy models for more information about how to present this point. You can use revenue stream templates to represent this data in style.

Drill down the cost structure categories and relate them to the Value Chain explained earlier. Show a cost breakdown chart to make it easier for the audience to understand their weight in the total costs.

As this step can be a bit complex to articulate, we recommend you check our guide on Cost Structure to see how you can resume all that information in one slide.

At the business model stage, distribution channels should be briefly introduced since they will be mentioned again in the Distribution Plan . In some industries, it is important to highlight which channels are chosen over others for the sake of revenue and faster operation.

Our Distribution Channels PowerPoint Template is a perfect resource for this.

Presenting the strategic partnerships for the business plan is a way to prove the plan’s potential reach and success factor. On this behalf, companies must list which resources they are sharing with their business partners regarding expertise, technology, distribution channels, or capital, as these elements will impact the cost structure.

You can use the Business Partnership PowerPoint Template to present this information in a professional-looking format.

Stage 3 – Implementation

The business plan is designed to offer a product, deliver a service, or combine both. At this stage, the business plan presentation drills down on how the organization will build/deliver the product/service implementing the business model outlined earlier.  

Describe how the company operates regarding human capital and its roles. Presenters must describe to the audience the hierarchical structure, responsibilities, and how they play a role within the value chain.

You can use Org Charts to represent the roles and responsibilities in the organization visually. It is also advisable to highlight the expertise and experience of the management team, as it helps to build trust.

The Human Resource Plan must refer to your planned recruitment, training, and employee onboarding. Which talent will be required, and how is it planned to build the different teams of the structure.

Check the Go To Market Strategy guide and describe how the Business Plan will enter the market and overcome the initial barriers. Continue with the Marketing Plan limited to 1-2 slides resuming the plan’s tactics to increase brand awareness and the selected channels for this strategy. 

You can use the Marketing Plan Templates help to speed up the process by focusing on the content to fill rather than the design or creating complex charts from scratch.

Present the sales plan describing the full sales process, lead generation, nurturing customers, and conversion strategies.

Use Sales PowerPoint Templates to visually illustrate your sales process, like the Sales Pipeline Slide Template for PowerPoint , which depicts the process from lead acquisition to a closed deal.

Check our guide on Sales Plan for further information on this topic.

This step refers to presenting the product/service development plan, the Quality Assurance processes behind its validation, and your company’s commitment to a continuous improvement process based on surveyed data or customer feedback.

We can refer to testimonials, user case experiences our team successfully troubleshot, or experiences we learned from competitors in the same niche.

Presenting the distribution plan involves addressing logistics topics, supply chain , and sharing fulfillment strategies. Although we already presented the potential distribution channels, this is the step in which you detail how each will interact and their impact on the estimated revenue. 

Present one slide mentioning your company’s approach to these channels, if applicable:

• Direct Sales (either physical store or e-commerce)
• Retail Partnerships
• Wholesalers or Distributors
• E-Commerce marketplaces

This step involves two different approaches depending on the kind of industry we’re in. For traditional business, inventory management in a business plan presentation must highlight how the inventory will be handled to minimize transportation costs or overproduction. Projections must be shown per quarterly period and take into account seasonality if it has a significant impact on the required storage capacity.

On the other hand, e-commerce companies have to present their online infrastructure to secure the product’s availability 24/7, how customer tickets are handled when the customer cannot access the product, server costs, and how we prevent online leaks.

Stage 4 – ROI and Risk Evaluation

This section will outline the Financial Plan of your Business.

Showcase the financial structure, including equity, debt, and potential investors, at the moment of kick-starting this business. It is a good practice to consider the initial funding slide to be a brief summary of those points, with particular emphasis on the funding needs.

Cash Flow Diagrams , Comparison Chart templates , and Timeline templates to showcase when funds help to meet each of the plan’s milestones are good ideas to represent the elements on this slide.

Income and expense projections must be presented over a defined time period by using graphs or charts to clearly visualize the trends supporting each change.

Break down the revenue sources with clear, identifiable icons to showcase: product sales, subscription fees, advertisement, affiliates, etc. Sales estimations have to be realistic and conservative, as they will be contrasted with the production, marketing, administrative, and personnel costs to leave a gross profit margin calculation. 

Evaluation of Projected Return vs. Required 

Demonstrate the feasibility of your business plan. Start by presenting the profit margins in relation to the projection of income and expenses, then introduce the break-even analysis .

Presenters can make their message more relevant by presenting an ROI calculation and contrasting it with industry benchmarks in the same niche. By following this approach, presenters prove how the ROI offered by this business plan aligns with the investment’s risk projection.

Presenting a risk evaluation analysis in a business plan presentation involves introducing both risks and their mitigation strategies. 

Risk Management templates , like the ROAM framework, can help organize potential risk sources by their severity and impact on the organization. A pyramid diagram can be used to demonstrate how risk management can be delegated across the organization to completely eradicate the risk factor depending on its severity. 

The elements you should consider presenting are mainly regulatory changes, market changes, competitors (new or existing), and financial crises. 

The final point in our business plan presentation involves summarizing how key variables can influence the projected returns in our plan. Examples of these variables can be sudden increases in raw materials (affecting production costs and sales prices), a new pandemic (affecting workforce capacity and shortage of raw materials), geopolitical situations like war, etc.

We highly recommend presenting these critical variables using scenario analysis techniques according to measured data. Introduce best-case, worst-case, and most likely-case to give a full panorama of how your organization is prepared against any contingency.

An often overlooked point in a business plan presentation comes when listing the bibliographical information used to craft the business plan. Follow these steps to ensure a professional outcome for this slide or document.

• Use a title like: “Bibliography,” “Source Credits,” or “References.” If your business plan presentation cites examples from other companies, use a “Works Cited” section.
• References are usually shown in the APA style, but the MLE or Chicago style can be requested depending on your location or situation.
• Maintain a consistent style in terms of reference style used, font, text size, and formatting options across the entire slide deck. Footnotes or in-text citations can be used for important data.
• Verbally acknowledge your sources when required throughout the course of your presentation. This helps to establish credibility and respect for other people’s work rather than just dropping a slide with chunks of text.

This section will cover the most commonly asked questions on delivering a business plan presentation.

How many slides should my business plan presentation list?

This will depend entirely on your niche and the complexity of the business plan. Generally, work with at least 15 slides and no more than 30. It is best to use an extra slide rather than overcrowd an existing slide with tons of information.

What is the best format to present a business plan?

There are different options to present any business plan, so the selected option will mostly consist of the presenter’s preferred style and the audience’s age and interests.

• PowerPoint Presentation : You can start from a blank slide and go all the way through a professionally designed PPT template . PowerPoint documents allow you to present images, text, audio, videos, and any kind of graphic to help you convey the core ideas behind the business plan. They can work with any PC or Mac device, as well as mobile devices.
• PDF Documents: This can be a choice made in a hurry or by preference. Sharing a PDF document can work, but you must include the fonts used in the original document, as some compatibility issues can be present. 
• Pitch Deck : Rather than doing a lengthy business plan presentation, a pitch deck consists of a maximum of 15 slides to deliver your proposal concisely. This is the typical approach we can see in TV shows like Shark Tank. 
• Video Presentation : In some cases, using a video in a business plan presentation is relevant, especially if we are to introduce an innovative product in the market. You can use videos to showcase features, present services in a live format, introduce your team, and plenty of other options.

Are printables required in business plan presentations?

Although they are not required, using supplementary material in business plan presentations can be useful. You can prepare reference material for investors, especially involving complex data like graphs in an amplified format (and reference the slide in which they appear and vice versa).

Providing a printable to accompany your business plan presentation helps to give an image of professionalism and respect to your proposal.

What are the don’ts of writing a business plan?

The main purpose of this article is to craft and deliver a business plan presentation. Still, we would like to clarify some common errors seen in business plans that typically affect the performance of the presentation.

• Using overcomplicated language : Jargon or unnecessary acronyms may confuse spectators who are not in touch with all the details relevant to a particular industry. 
• Ignoring the audience : Not considering the variety of interests among investors, partners, and team members can hinder your presentation.
• Neglecting/underestimating competitors : Any realistic business plan considers the existing competitors in their niche and perhaps potential newcomers. Not doing so will leave you unprepared to present a doable business plan.
• Ignoring Risk Assessment : Omitting the Risk Assessment analysis and mitigation strategies does not respect the value investors and your team have. 

How long should the business plan presentation be?

As a general guideline, try to fit your business plan presentation between 20-30 minutes. Some complex plans may require additional time to be presented.

Does the presentation need to be tailored to different audiences? 

Using this tactic can be a winning factor for both investors and your team, as you prioritize effective communication for the roles they are relevant. Take these items into consideration for tailoring the presentation for specific needs.

In-Company Presentation

The focus should be on goal accomplishment and the strategies targeted to the team’s roles. Emphasize how teamwork is the pathway to success and how each individual contributes to the bigger picture.

If new technologies or knowledge are required as part of the business plan implementation, then this is the moment to disclose that information and inform the process to coach the team into it.

Board Meeting

Whenever delivering the business plan presentation to a board of directors, focus on the strategic goals, financial projections, and KPIs. 

Showcase how this business plan aligns with the company’s core values, mission, vision, and long-term strategy. 

Potential Investors

Presenting your unique value proposition, potential ROI, and highlighting the market opportunity is extremely important. Focus on selling your business model and vision with accurate financial projections and growth strategy. 

Dedicate some minutes to present your industry’s competitive landscape and answer why your product or service is a better offering than what competitors produce.

As we can see, creating a business plan presentation is a process that can be time-consuming if we lack the required business plan presentation tools to turn data into visually appealing formats. 

Remember to work concisely without losing the big picture of what you intend to explain. Your presentation is the entry point into the heart of your business; therefore, by adopting a structured approach, you can deliver an experience that engages, inspires, and builds confidence. 

Finally, let’s see some business plan PowerPoint presentation examples & business plan templates that you can use to speed up the presentation design process and save time.

1. Coffee Shop Illustration Business Plan Slides

Create your new business plan presentation with quality vector illustrations for Coffee Shops. Ideal for cafeterias, coffee bars, barista giftshop stores, bookshops and more.

Use This Template

2. Real Estate Business Plan PowerPoint Template

Realtors looking to start their own agencies should take a look at this attractive selection of slides with tailored real estate vector illustrations. These presentation plan slides show the different stages that a prospective buyer may incur, from hiring the services of a Real Estate agent, checking different properties, to finally buying a home.  Graphs and charts are included in vivid colors that are fully editable to meet the required branding.

3. Restaurant Business Model PowerPoint Template

As we’ve seen with the previous cases, these vector images depicting typical restaurant activities can help us build a business plan presentation sample to discuss with our team prior to an important meeting. Save time and money by introducing these professional designs into your presentation.

4. One Pager Business Plan PowerPoint

To briefly summarize the objectives of your business plan, work in-team with this one-pager business plan slide. Ideal to take notes, give a general picture of the current status of the business plan and key growth opportunities.

5. Business Plan PowerPoint Templates

If you want to create the best business plan presentation, this slide deck can make that task 100% easier. Containing all the elements described in this guide, introduce your data and prepare to deliver a powerful speech.

6. Flat Bold Business Plan PowerPoint Template

Another slide deck intended for those looking at how to make a business plan presentation that delivers a memorable experience. With a minimalistic design approach, it perfectly balances formal elements and impactful visual cues to help increase your audience’s retention rate.

7. Car Sharing Business Plan PowerPoint Template

Create the next Uber-like car-sharing service with the help of these carpooling vector illustrations perfectly arranged in a cohesive business plan slide deck. Presenters can explain the ins and outs of their business model with highly detailed graphics that grab the attention of potential investors. Check it out now!

8. Beauty Salon Business Plan PowerPoint Template

Business plan presentations don’t have to look formal or boring. This slide deck is geared towards beauty salon businesses, especially for those targeted to women. Chic design, bold color scheme, and extremely useful tools like a pricing list to present an idea like a subscription-based model where consumers see the total value of their investment.

9. CrossFit Business Plan PowerPoint Template

Finally, we list an option filled with tools and gym vector illustrations for those looking to start a gym business or CrossFit academy. These illustrations were crafted with care to express the core idea on every single slide, such as human-shaped graphs to present relevant KPIs.

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Business Planning, Business Presentations Filed under Business

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How to Make a Business Plan Presentation? Guide & Examples

An innovative way to display your ideas and convince your team or clients is to present an idea with a business plan presentation. An effective presentation can showcase your mind and create an engaging meeting covering all necessary plan elements.

Every venture requires funding to start or grow and expand its business. A clear and detailed business plan will make it easy for the investor to understand your vision and goals. Hence, making it easier for them to fund you.

Whether you are a team, investor, or client, you must understand the importance of a business plan PowerPoint presentation. With the right strategy, you can influence anyone about your objectives and pitch your idea with an effective presentation. In this article, you will learn how to make a business plan presentation to grow your business. 

What is a business plan presentation?

The purpose of a business plan presentation is to summarize a company’s strategic goals, operational details, and financial forecasts concisely and visually engagingly. It typically includes key information such as the business model, target market, competitive analysis, marketing strategy , and financial projections. The business plan aims to communicate the business concept, demonstrate viability to stakeholders, and secure support or funding.

Key elements Of A Business Plan Presentation

A business plan presentation must include certain content that accurately represents your ideas. Usually, about 10 to 12 slides are required for an effective presentation. The key elements of the business plan must include the following:

Company Profile

Market analysis, customer profiles, marketing and sales strategies.

• Organizational Structure And Management

Services And Products

Financial plan, executive summary.

Your plan must have details about the company profile and should be explained using infographics in your slides. With the right graphics, one can better understand your company and its objectives. The company profile usually includes the history of the company, an overview of products and services, its customers, and its targeted market. 

The market analysis in your business plan presentation explains the size of your target audience, the problem it solves, and the consumer’s needs. It should include the strengths and weaknesses of your products and services. It must also include competitors’ market research and how your product will handle the competition. This way, you can show your investors how your product will stand out from the competition and your Unique Selling proposition. 

It is a sub-part of your market analysis. Your market research not only focuses on the competition but also the consumers. The customer profile includes most customers’ age, career, or location. It also includes their goals, problems, and behavior patterns. It can also provide how to attract that particular audience section and how they will trust your products. With customer profiles, you can determine the right price point, after-sales services, and market reach for consumers (both online and offline).

Once you explain your products’ needs, the next step is to market them. It is best to have a better market analysis to understand the ins and outs of your targeted market. The strategies usually include budgets, communication channels, marketing goals, and the resources needed to sell the products. Any investor investing in your product will be more easily convinced if they see a foolproof plan that guarantees a solid return on investment. Nothing is better than showcasing your marketing and sales strategies and impressing investors with effective plans. 

Organizational Structure and Management

The next order of business after your marketing strategy is the team. It is better to introduce your team and management people to make your investors acquainted with the ones in charge. Investors bet on the foundations, and your team is your foundation to grow your business It is easier for them to trust when they know who your team members are. 

An organizational chart representing your team and explaining their work and roles in the project is a good start. It will also highlight the effective hierarchy of work and establish a formal order of command that is followed. This structure will ensure your team follows a professional work culture. 

The services and products include tools that can benefit the targeted consumers. These tools include product canvas, value proposition canvas, and many others. Such tools ensure that the product fits the said customer. It also helps define your customer profiles and explains the market needs. 

The last but most important section of this business plan is the project’s financials. It is what the investors most care about. You can include the history data to establish your successful operations and how it will give you an edge in handling your new product.

Along with history, a future plan about how much funding you need and how you will execute your plan to use the said funding. You can use templates to save your time. They are available online. For example, try SlideUpLift templates to create a financial map for your investors. This plan must include all financial data and a plan B. This shows the investors that you are well prepared for all the situations.

It is best to conclude your presentation with an executive summary . It is a great way to explain how and why your plan is the right step for them. You can also add features and services you will offer. A precise yet appealing conclusion can offer you an edge. You can take it as the perfect ending as it concludes your plan. 

What is the difference between a business presentation & a business plan presentation?

A business presentation is a method of presenting information about your business. It can include marketing strategy or any other aspect related to the business. 

On the other hand, a business plan presentation is a way to interact with your investors, shareholders, and the audience. It includes your objectives, market research, customer profile, financial stakes, and the core of your idea. The business plan PowerPoint presentation is a foolproof roadmap of how you will execute your idea into a business model. 

How to make a business plan presentation?

A business plan presentation helps you explain your plan and execution strategies in an organized way through visuals. You can influence your audience with a good presentation that includes step-by-step interaction with all the sections. Each part and content of the presentation displays the need for your product and ensures trust and confidence for the investors. It is best to include useful information through a well-prepared visual aid and verbal explanation.

Here are the steps on how to create a business plan presentation:

Review essential business information

The first step is to review each element of your business plan closely. It acts as the base while collecting information for your presentation. It creates a firm foundation and effectively starts your business plan.

Research business competitors

You must also include your competitors’ information and statistics in your business plan presentation. With sufficient information and facts, you can help your product stand out. This information can help you build your reputation as a unique brand. This will create a professional and reliable image of your business for the consumers.

Network with prospective investors

Once you have collected the necessary information and prepared your strategies, the next step is approaching the right investors and stakeholders to showcase your business plan. You have higher chances of maximizing your investments by reaching the right audience. It also helps you understand and question your product in detail before you enter the market at your full capacity. Investors can also provide their valuable feedback, and all of this requires networking. 

Recommended: Explore our Strategy Roadmap PowerPoint Template here!

Create a slide presentation of your business plan

The next step is to display your plan uniformly and convince them to put their money into your product. One can attract investors and stakeholders better with effective strategy and influential products. Slides presentation is a visual approach and is better at convincing investors than just sharing statistics tables. 

Practice your business plan presentation

The final step is to practice your presentation before presenting. You can do a demo run of the presentation for your team members and understand the common doubts they have. A demo run can help you identify your faults and prioritize which section is more vital than others. Your team must also brainstorm questions your investors are likely to ask so that you are well-prepared beforehand.

Top 10 slides you need for a business plan presentation

You need at least ten slides to present your idea effectively. Covering one topic in each slide is more appealing as it helps the audience counter questions after each slide. Here are the top 10 slides you can add to the plan presentation:

Slide 1: The Title Slide

A title slide is an introduction to your presentation. Just add your business name, logo,  slogan, and motto you believe in. You can begin your presentation with the next slide with just a few introductory lines.

Slide 2: The Problem Statement

As we discussed, it is better to come directly to your product and explain the problem it solves. Rather than beating around the bush, please focus on the facts and explain them with a story. You can also include effective infographics, fun facts, and engaging questions to increase audience attentiveness. You must ensure that your problem statement is short, clear, and easy to understand. This slide will shape your whole presentation. You will attract your audience’s attention by clearly conveying the problem your business solves. 

Slide 3: Your Business Solution

Now, as soon as you discuss the problem, you must focus on the solution to how your products solve the problem and conclude the slide by connecting it with the story. You can add a step-by-step solution or use graphs to help your audience understand the process.

Slide 4: Your Pricing Plan

The following slide should discuss your price strategy. A more effective payment plan will only retain prospective customers. It is better to attract customers with appealing prices and impress them so they keep on purchasing your product or service. It is easier said than done. But once you convince investors of your problem/solutions, you must impress them with your revenue stream strategy. You may also add your competitors’ pricing to this slide to justify how reasonable your pricing plan is.

Slide 5: Business Operations Information

Briefly explain your business objectives and operations in your Business Plan Presentation. Add how you have planned to streamline your business operations to save time and resources. You can help them understand your work better by explaining it step-by-step. 

Slide 6: Your Marketing Plan

Now you have a Problem statement and your solution. But how will you enter the market?  How will you let your target audience know about your services and products? A product is as good as nothing if it doesn’t reach your customers’ hands. For this, you need a marketing strategy. Add your go-to market strategy to this slide. It helps investors understand how you will reach your targeted audience. The more you impress investors with a marketing strategy, the more chances you have of investment. 

Slide 7: Industry Overview

This slide shows current industry conditions. It includes your competitors and how they are operating the market. Just keep the data fact-based to make it more credible. 

Slide 8: Financial Projections

This slide displays how fast you will grow and what your investors can expect in returns. It will include money management and growth strategy as well. Add all the details about how much you will spend on various stages. Include your revenue and profit expectations for the following years as well. Financial projections for 3-5 years can help you reach your goals faster.

Slide 9: Your Team

This slide is an introduction to your team. Add all the crucial team members responsible for executing the plan. This will give investors a sense of your company’s hierarchy. And help them understand who is responsible for what. A well-established team with dedicated and motivated people always boosts investors’ and stakeholders’ confidence in the business.

Slide 10: Concluding Slide

The last slide must be an executive summary or a conclusion. This slide will discuss all the essential topics you discussed in a precise form and help you conclude better. Adding this slide is best; it helps your audience remember the vital topics and keeps them engaged throughout. 

Business plan powerpoint presentation examples

There are thousands of business plan powerpoint presentation examples and templates you can select from. Besides basic free presentations, you can download executive summary templates , project management presentation templates , and other templates from many online resources. It is easier to select among these templates once you have a concept in mind. Even if you have no budget to buy premium PowerPoint templates , you can download a free template to cater to your needs from SlideUpLift’s website.

How to present a business plan presentation?

The best way to present your business plan is with PowerPoint presentations. You can use ready-made templates and edit them as per your requirements to ease the job. Usually, up to 15 slides must be displayed to display your overall execution strategy. But you can add or remove slides as per your content. Using simple vocabulary and easy-to-understand terminology for such business presentations is vital. 

Most interesting presentations have a variety of graphs, tables, and infographics to engage the audience. You can also add a risk assessment to ensure you are prepared for every situation. With effective market and consumer research, you can convince investors better. Even if you have the best presentation, you might lose the opportunity if you don’t practice it well. Always practice presentations multiple times and be prepared for questions from investors. 

Tips and Tricks to make your Business Plan powerPoint more Memorable

Here are some tips that can help you present your business plan presentation effectively and influence investors easily:

Focus on the Main Points

The presentation usually covers a vast range of topics and information. However, it is necessary to focus on the prioritized data. Most investors are more interested in financial data than understanding each other’s aspects. Provide precise yet critical points about each slide and ask questions after each topic to ensure they know everything. It is not ideal to explain each topic in detail as It will make your presentation boring.

Use Common Language

Use simple yet professional language for your presentation. Try to use easier words over technical language or over-the-top vocabulary, as it will make the presentation challenging to understand. Most financial data is already too entangled, and using confusing language can make it worse. Using simple, layman-like, and understandable language to express your viewpoint is better. Also, use infographics and graphs to make it more engaging and easy to grasp.  

Genuinely Deliver Information

A presentation is a serious matter for your business. It is essential to maintain professionalism so that your investors can rely upon you with your money. Always stay excited and try to deliver information genuinely. Try to avoid using filler content. Write to the point and short content. Ensure your overall presentation is easy to read and skimmable. 

Prepare for the Questions Beforehand

Always prepare an expected questionnaire for the investors. These must include all questions you and your team think your investor will be curious to ask. Put yourself in the investors’ shoes and think. If prepared beforehand, you can give accurate answers and include the necessary information.

Practice Again and Again

The best thing you can do is practice repeatedly. The more presentations you give, the better you will be at presenting them. It’s better to present twice in front of your team so you are prepared overall. 

Time Management

Any presentation that goes on for long will eventually become boring. With just facts and data, your audience will lose interest. Hence, it is better to share necessary information quickly. Always time your presentation and try to keep it on point. This will maintain audience enthusiasm about your product and help you answer their questions correctly.

Mistakes to Avoid When Making A Business Plan Presentation

Sometimes, no matter how much you try, mistakes are unavoidable. But there is no harm in minimizing these to present your product efficiently. Hence, here are the most common mistakes one can avoid in a business plan presentation:

Not Timing Your Presentation

The most obvious mistake is not timing your presentation. If one fails to time the presentation, it can become extended and boring. It must catch up on the targeted goals and shouldn’t become repetitive. It is better to keep the presentation precise and short. With just 10 to 12 slides, one can present effectively and share the overall project without wasting time on unnecessary topics. 

Focusing on Non-Essential Information in the Presentation

The presentation usually involves a variety of topics. You must focus on the priority topics more than the rest of the information. If each topic is explained thoroughly, it will consume a lot of time. Deciding what is necessary and what must be explained well is better. This also guides investors to understand what your primary goal is and what comes next.

Overloading Data

Refrain from overloading your presentation with information. Keep your slides’ data content precise and short. Also, explain it in keynotes, as explaining each topic will elongate the presentation. The audience can better understand your presentation with simple bullet points and visuals.

Lack of Graphs and Tables

A presentation is more engaging than raw data because of the infographics. It can be just a data dump if your presentation lacks graphs, tables, and other visuals. Creating a business plan presentation filled with visuals, color schemes, and easy-to-read fonts is better to keep the audience interested in your idea.

Ignoring Audiences and Their Needs

One of the blunders you can make while creating a presentation is to ignore your audience. You must prioritize your audience’s needs and keep pushing how your products solve those needs. You should buy your product and assess it like your consumers. This can decide whether your investor thinks your product is worth it.

Why you should choose SlideUpLift’s pre-made business plan presentation templates

A premade presentation template from SlideUpLift can offer you an edge and make the business plan presentation process much faster. Our ready-made, fully editable presentation template can be easily altered to your needs and likes in just a few clicks. You can add more or reduce the amount of data you want. With thousands of templates, SlideUpLift covers all bases to create your desired perfect presentation. Not only do we offer free PowerPoint templates, but we also have an exclusive variety of templates for Google Slides as well at affordable prices.

How To download SlideUpLift’s business planning templates? 

The most essential step before downloading SlideUpift Templates is registering on our website. You can then login and select from a range of templates. Depending on your need, you can either pay for a template or select a free template for your presentation. In addition, we also offer membership plans if you are interested in getting various other services apart from professionally designed business plan presentations. The process of getting the membership and downling these templates is simple and easy to follow. 

Here is a list of some of the best and most used templates from SlideUpLift:

• Executive Summary Templates For PowerPoint & Google Slides
• Project Management Presentations Collection PowerPoint Template
• Roadmap Templates For PowerPoint & Google Slides
• 30 60 90 Day Plan Collection For PowerPoint
• List Templates Collection For PowerPoint  
• Business Planning Isometric PowerPoint Template
• One Page Strategic Plan PowerPoint Template

Business Plan Presentation — Conclusion

The best answer for how to make a business plan presentation is to use research data appealingly. A simple download template can be converted into an effective way to engage an audience and convince them to understand your business model. 

With effective sales, marketing, and business strategies, a business plan presentation can showcase your objectives clearly and ensure your idea influences the investors. Your presentation can become a vision for your business, so it should inspire your investor as it motivates you. 

With SlideUpLift, download, edit, and create your own version of a presentation that helps you to see the bigger picture. With attractive templates, fonts, and color schemes, find your own way to deliver your vision and display it in a structured manner. 

A business plan presentation is a way to interact with your audience to display your business plan. It is a detailed presentation that targets investors and shareholders to get inspired by the product and acquire funding for the business.

How do you create a business plan presentation?

The simplest way to create a business plan presentation is to download a premade template online. You can then edit it according to your needs. You must research the market, targeted audience, and your competition in-depth. 

This will include information, and your business plan must include such data. Also, include a financial strategy to ensure your business is a wise choice for investment. One can also include sales marketing and awareness strategies to attract more customers. Finally, a risk assessment makes your plan more foolproof. Hence, including one will make your presentation more engaging

One can present a business plan presentation with at least ten slides. Each slide should include a topic and explain why the product stands out to the investors. Data must be kept short and precise, and graphs and infographics must be presented enough to engage the audience. With easy-to-understand language, more straightforward vocabulary, and effective planning, a presentation can inspire your audience and encourage them to invest more and more in your project. 

What should be included in a business plan presentation?

The business plan presentation must include every detail of your overall business plan. It must include your team, operations, marketing, and sales strategies, and financial goals. Along with these, it must also include your mission, vision, objectives, and how you solve the issues. It should be a gateway to your product’s vision, so you must be precise and explain why and how it is essential. 

Where do you find the best templates related to business plan PowerPoint?

There are hundreds of websites that offer business plan PowerPoint templates. Among others, SlideUpLift stands as the best there is to offer. With over 4000 templates, we cater to every professional’s needs. You can select free-of-cost, affordable, or exclusive templates depending on your needs. Professionally designed templates allow you to edit and create unique presentations as per your requirements. With SlideUpLift’s easily customizable templates, you can inspire the audience better.

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Home / How to make a compelling business plan presentation (plus free templates)

How to make a compelling business plan presentation (plus free templates)

Whether you’re a budding entrepreneur or have an idea for a new revenue stream within an existing corporation, you’re going to need a business plan .

A business plan is your route to securing investment and funding. It’s also a useful tool for you , clarifying what you want to achieve and how you plan to achieve it in high-def detail.

When it comes to persuading potential investors and stakeholders, you’ll need to condense your business plan into a business plan presentation. This will form a key part of your pitch.

(Cue long nights of stress and worry as you wonder what exactly you need to include to convince an audience that your business idea is destined for success — and worthy of their hard-earned cash.)

Great business plan presentations combine a brilliant business concept, data that proves potential and creative, clever slide design.

The first two are down to you. But luckily, we can teach you all the design tricks you need to achieve the latter. Bring those key components together and you boost your chances of getting the investment or stakeholder approval you need to pursue your ambitions.

Read on to learn what great design can do for you and how you can incorporate it into each of the essential business plan slides you’ll want to include in your presentation.

What exactly is a business plan presentation?

Why is design so important for your business plan presentation, the slides you have to include in your business plan presentation, cover / title slide, the problem, your business solution, competitors.

• Business model

Use of funds

Already feeling the pressure start with a free template, 10 free templates for your business plan presentation.

A business plan presentation forms part of your investment pitch. It’s a summary of all the information included in your (probably very lengthy) business plan document.

Whilst the document dives deep into business details, your business plan presentation provides an overview (with you on hand to flesh things out a little).

It should tell an audience about your business and the products or services it offers. It has to detail where you’re planning to take your business and how you’re planning to get there.

A business plan presentation should also outline those all-important figures; what will you do with investment and what do investors or stakeholders stand to gain?

That’s a lot to fit onto just a few slides! But — as we’ll discover — it’s important to communicate your business ideas as clearly and concisely as you possibly can .

Whilst you have to know your entire business plan inside out (and be prepared to expand on points if investors and stakeholders have questions), the presentation is an opportunity to highlight need-to-know informational nuggets.

Aim to give investors just enough info to spark their interest and see your potential, without overloading them with the finer details.

A good business plan presentation is all about the facts and figures, right?

Let’s be honest. You won’t get very far without a great business idea and numbers proving its profitability. But forgetting about business plan presentation design is a huge mistake.

Bad design can hamper your message and investors’ confidence in your abilities . A visually confused presentation can’t help but leave a bad impression.

Good presentation design, on the other hand, can help you to communicate your ideas more effectively. It will help you to maximize the potential of every slide, saying more without cramming in tons of text.

It will also help you to engage your audience from the very start.

Some investors sit through lots of pitch presentations . Yours should grab their attention. It should assure them of your professionalism and capability. And it should stick in their memory for all the right reasons.

Good presentation design can help you to achieve all of the above.

The perfect business plan presentation should fit into 10 slides — 20 at the absolute most. It should take no longer than 20 minutes to deliver . But, what should be included? Here, we’ve listed the key contents that investors care about the most:

Also, if you’re pitching to a number of different groups, you may want to adapt your presentation as you go, adding in slides in response to commonly asked investor questions.

But start by keeping things short , sweet and digestible as per the structure below. And don’t forget to maximize the potential of each business plan slide by giving careful thought to design.

Cover slides are too often an afterthought. But this first slide has so much potential.

Your cover slide is your first impression. And — as we know — first impressions count. Especially when you have limited time in which to convey what you and your business are all about. 

A cover page should include your company logo and (if you have one) your slogan. It should also feature a title that summarizes your offering.

This slide won’t be information-heavy, but with the right design it can communicate a lot about you and your business. 

How good slide design can help:

Cover slide design sets the scene. It’s an introduction to you — a professional who takes every aspect of their business very seriously. And it should hook your audience from the very start.

Pick a visually appealing font and layout. Start with a cohesive design you can stick to for the rest of the presentation.

Corporate presentations in blue tones have been seen many, many times before. So when it comes to colors, try to stand out from the crowd. Pick strong but complementary shades, without going too garish or OTT. 

Also, go big and emotional with images. Images provoke an emotional reaction in an audience that just isn’t possible with text alone. 

So give center stage to an image that reflects what your business wants to achieve for its customers. You’ll draw your audience in with design, ready to hit them with business plan facts and figures.

What problem will your business solve? An audience needs to understand the full extent of this problem before you tell them how you plan to solve it.

So use this slide to explain why this pain point exists, how many people experience it and what it feels like to experience it.

Facts will convince your audience whilst good storytelling will appeal to their emotions too.

Color here is really important. With it, you can associate your brand with the solution rather than the problem.

Pick a color that contrasts with those used in your business branding. Then use this color to present the problem.

If you’re struggling to pick the right contrast, take a look at the color wheel . Find your primary brand color. Then pick a contrast in the other half of the wheel, avoiding the one directly opposite.

When presenting figures, pick three or four impactful numbers and put them in a BIG font. You’ll surprise your audience with both the content and appearance of your slide, emphasizing the size of the problem in the process.

Your audience understands the problem. Now it’s time to tell them the solution you envisage.

Keeping things simple will create more impact. Diagrams, sketches or just a single sentence will make your solution digestible and memorable.

Back to brand colors with this slide! This will create a link between your brand and the ingenious solution in the mind of your audience.

Creating the right emotion is also really important here. Get your audience to feel something and your solution is much more likely to stick in their memory.

Color and image are key to emotional design . They provoke immediate and largely subconscious responses in an audience. So think carefully about the visuals you include on this slide.  

As human beings, we’re instantly drawn to faces. So you could use photos of people looking happy and content along with a calming color scheme to communicate a sense of positivity.

Do it right and your audience will associate those feelings with your brand and your solution.  

Your idea might sound great. But unless you have proof that your proposed market is actually interested in it, you won’t convince investors.

Use this slide to describe your market and your business niche within it. Give evidence of customer interest in your product and service, providing data that demonstrates the market size and potential growth too.

Video is a great way to showcase the opinions of your prospective customer base. So embed some short and snappy video interviews into your slide. Plus, it will give you a break from doing all the talking too!

When it comes to showing market data, take some time to think about your chart design. All charts should fit with the color scheme of your business plan presentation. Leaving your charts unedited is amateurish and a huge design no-no.

Also consider what exactly it is you’re trying to say with this data. You can then use color along with other data storytelling techniques to really highlight the important numbers and keep an audience’s attention where you want it.

Who are you up against when it comes to solving this problem and winning over your prospective customers?

Your investors will want to know all about your competition and what you plan to do differently. This slide should show how your customers are currently handling the problem you plan to solve and how alternative solutions compare with yours.

You can be a little sneaky with this slide. Use design to show your competitors in a less favorable light than your own brand.

That could mean displaying their logos in black and white and yours in full color. If you’re using a competitive matrix chart, you could use the most appealing color to represent your company.

And if you want to show screenshots or images of competitor products, opt for the least attractive ones you can find, remembering all the while that your competitors will be doing exactly the same thing to you one day!

The business model

This is where you tell your investors just how you are going to make money — and grow theirs in the process. Solid numbers are the only way to win your audience over.

You should show the cost of customer acquisition and their lifetime value. Financial projections for the years to come, featuring cash flow, burn rate and break-even point are another essential.

Also be clear on what your investors stand to gain and when they can cash out. They’ll only ever be interested in your product and how it helps your audience if it also boosts their bottom line.

This is one slide where balancing depth of content and audience engagement is really important — and a little bit tricky. 

There’s probably lots of info you want to communicate to your audience at this point. Try to keep it simple (but not so simple that your investors don’t have enough data to go off).

This means making the most of every chart. Play around with different charts until you find one that displays your data as simply as possible. Your audience should be able to process the figures at a glance.  

And don’t forget to customize! Highlights, color and great data storytelling will help you to convey your numbers clearly and legibly.

What is the business but the team behind it? Investors often want to get a sense of the great minds running your brand.

This slide is an opportunity to introduce them to the management team (and give a sense of their competence and dedication to the task at hand).

Provide brief bios (no life stories here please!) and work to paint a picture of expertise in as little time as possible.

Concise bios and professional headshots are a must. If possible, take photos of team members in the same session so lighting and location are consistent.

Professional photography gear isn’t essential. Smartphone cameras have pretty good capabilities these days.

But, whatever you do, don’t leave it to the last minute. You’ll end up with the pics your team have had on their Twitter profile since 2014, which definitely won’t fill your investors with the required confidence.

So, your investors are prepared to cough up the cash you’re looking for. How much do you need and what will you do with it?

This slide is a place to list your goals, and demonstrate how you’ll reach profitability (or a next round of funding) with the money your investors are putting up.

Remember earlier, when we talked about emphasizing the size of the problem faced by your market by putting figures in a BIG FONT?

Don’t scare your investors by doing the same thing here!

When you’re asking for money, keep fonts to a reasonable size. Also use calming colors, avoiding exciting reds and yellows wherever possible. You don’t want heart rates racing at the sight of those dollar signs.

Logically presenting your goals is important too. The more logical your layout, the more manageable and realistic your goals will seem.

Try presenting your goals in columns, rather than in bullet points. And then use icons to illustrate your points and reinforce your message. 

Find here more really useful info on avoiding dreaded bullet points in presentations .

Your conclusion

Just like your title slide, your conclusion should be given the same thought and attention as all the rest. End on a high note with a short but inspirational recap . 

And don’t forget your contact details too!

We’d recommend fading to a dark slide background here. That way, all attention focuses on you.

With a simple, minimalist slide design, you and your closing statements take center stage. Pick the right words and this style of presentation conclusion can leave a lasting impact on your audience.

Getting ready to pitch your business idea to investors is stressful enough, without having to worry about presentation design.

If visuals aren’t your forte, leave it to the graphic design experts at Slides Carnival and choose from one of our free business plan templates .

These templates all include a business timeline, roadmap, SWOT analysis, competitor analysis and lots of other really useful business plan key elements and visuals. Use them to add credibility to your content and convince investors and stakeholders that you’re a risk worth taking.

Subtle Bevel Presentation Template

Upward Arrows Presentation Template

Technology Pixels Presentation Template

Business Geometric Presentation Template

Clean Corporate Presentation Template

Tech Illustrated Presentation Template

Diverse People Presentation Template

Modern Corporate Presentation Template

Blue Corporate Presentation Template

Cool Circles Presentation Template

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Business plan presentation: A complete guide for executives

Ever wondered what goes into creating a killer business plan presentation that leaves your audience in awe? Well, you're in the right place.

Sahul Hameed

Building presentations

Hey there, fellow business enthusiast! 🚀

Have you ever wondered what sets successful entrepreneurs apart from the rest?

It's not just a great business idea; it's the ability to present that idea effectively through a stellar business plan presentation. In today's digital age, where first impressions matter more than ever, mastering the art of business plan presentations is crucial.

In this comprehensive guide, we'll delve into the intricacies of crafting a winning business plan presentation that will leave potential investors, partners, and stakeholders eager to jump on board.

What is a business plan?

Before we dive into the nitty-gritty of presentations, let's start with the basics. A business plan is the blueprint for your entrepreneurial journey. It's a detailed document that outlines your business idea, strategy, and financial projections. It's like the GPS for your business, guiding you from start to success.

Purpose of a business plan: Why do we need one?

Now, you might be thinking, "Do I really need a business plan?"

Absolutely! A well-crafted business plan serves multiple purposes. It not only clarifies your business goals but also acts as a roadmap for your team. Moreover, it's a powerful tool to attract investors, secure loans, and demonstrate your expertise in your industry.

Types of business plans

When it comes to business planning, one size doesn't fit all. Depending on your specific goals and needs, there are various types of business plans to choose from. Let's explore some of the most common ones:

1. Startup business plan

Starting a new business venture? A startup business plan is your go-to document. It's like the blueprint for your entrepreneurial dream. This plan outlines essential elements such as your products or services, target market, competition analysis, and financial projections. Its primary purpose? To attract investors and secure the necessary funding to kickstart your business.

2. Strategic business plan

Looking at the bigger picture? A strategic business plan is your long-term roadmap. It not only sets your business goals and objectives but also outlines the strategies to achieve them. Think of it as your guiding star, ensuring that your business stays on track and steadily moves towards its goals.

3. Feasibility business plan

Before taking the plunge, it's wise to assess the waters. A feasibility business plan helps you evaluate the viability of your business idea. It dives into market analysis, competition assessment, and financial projections. This plan is often used to secure loans or grants, especially from banks or government agencies.

4. Operations business plan

Want to optimize your day-to-day operations? An operations business plan is your tool for streamlining processes. It covers everything from your products or services to supply chain, manufacturing, distribution, and customer service procedures. This type of plan helps enhance efficiency and productivity within your business.

5. Growth business plan

Ready to take your business to new heights? A growth business plan charts the course for expansion. It involves a thorough market analysis, competition assessment, and financial projections. This plan is instrumental in attracting investors or securing financing for ambitious growth projects.

6. Specialized business plans

Beyond the broad categories, there are specialized business plans tailored to unique needs. These include:

• Marketing business plans : Focused on marketing strategies and tactics.
• Financial business plans : Emphasizing financial projections and budgeting.
• Product launch business plans : Geared towards launching new products or services.

Here is a guide on new market entry strategy presentation .

Types of business plans based on size

Business plans can also be categorized based on their size and complexity. Here are the main types:

1. Traditional business plan

Think of a traditional business plan as the comprehensive encyclopedia of your business. It delves into every aspect, from products and target markets to competition and financial forecasts. Typically, it's used to woo investors or secure funding from banks.

2. Lean startup business plan

For startups seeking a more streamlined approach, the lean startup business plan is the way to go. It's a shorter, more focused version of the traditional plan, highlighting key elements like the problem you're solving, your solution, and your business model. Ideal for early-stage businesses looking to attract investors.

3. One-page business plan

Short on time but big on ideas? The one-page business plan is a concise summary of your business. It covers essential information like products or services, target markets, competition, financial projections, and your team, all on a single page. It's perfect for quickly pitching your business concept to potential investors or partners.

Remember, the type of business plan you choose depends on your specific business goals, size, and the stage of your entrepreneurial journey. Whether you're just starting out or aiming for growth, there's a business plan tailored to your needs.

Why presentation is important for a business plan

Now, let's talk about the secret sauce that makes your business plan stand out – presentation.

Think of it this way: You've got a fantastic business idea, but if you can't convey it effectively, it's like having a treasure map but no one to read it. This is where a well-crafted business plan presentation comes into play.

But don't just take our word for it. Numerous studies and statistics underline the crucial role of business plan presentations in the success of entrepreneurs and businesses:

Higher chance of success

Companies armed with well-structured business plans are more likely to succeed. According to a study by Harvard Business Review , business owners who create a formal business plan have a 16% higher chance of succeeding than those who don't. It's like having a roadmap that not only guides you but also significantly increases your odds of reaching your destination.

Securing funding

If you're in the pursuit of investors or loans, a well-crafted business plan presentation is your golden ticket. It's the bridge that connects your vision, strategy, and financial projections to potential investors. This critical step can't be underestimated, as 72% of investors consider a business plan presentation an important factor in their decision to invest in a company, according to CB Insights .

Attracting and retaining top talent

Your team is the backbone of your business, and attracting top talent is a vital aspect of growth. A business plan presentation plays a pivotal role here. It offers prospective employees insights into your company's goals and values, helping them understand the bigger picture. In fact, 85% of employers state that they would be more inclined to hire a candidate who demonstrates a clear understanding of the company's business plan, as reported by Glassdoor.

The power of well-designed presentations

It's not just about having a presentation; it's about making it count. Well-organized, informative, and engaging business plan presentations have a higher chance of success. A study by the University of California, Berkeley, found that such presentations, when thoughtfully designed and expertly delivered, are more likely to persuade investors and attract top talent.

In essence, a business plan presentation is your voice, your vision, and your opportunity to shine. It's not merely a formality; it's the vessel through which you convey your passion and dedication to your business. So, craft it thoughtfully, present it passionately, and watch how it can transform your business journey.

How to structure an effective business plan presentation

Creating an impactful presentation requires more than just slapping together a few slides. You'll need to structure it thoughtfully. Here's a winning formula:

• Title slide : The first slide should be eye-catching and informative. It's like the cover of a book – make it compelling.
• Executive summary : In a nutshell, summarize your business plan. Keep it concise and captivating, like the teaser of a movie.
• Business Idea : Dive into the heart of your business. Explain your idea in a way that sparks curiosity.
• Market analysis : Who's your target market ? What is the size of your market? Show investors that you've conducted a thorough market analysis in your business plan .
• Business model : Explain how your business operates. What sets your business apart? Highlight your competitive advantage .
• Marketing and sales plan : How will you enter the market? What strategies will you use to promote your products or services ?
• Financial projections : Lay out your financial plan. Investors want to see the numbers – revenue, expenses, and profit.
• Management team : Introduce your team. Highlight their expertise and why they're crucial to your business.
• SWOT analysis : Assess your business's strengths, weaknesses, opportunities, and threats.
• Conclusion : Summarize the key points and leave your audience with a sense of urgency to join your journey.

Do's and don'ts on a business plan presentation

Now that you know the structure, let's talk about some do's and don'ts to ensure your presentation hits the mark.

• Use visuals : Charts and graphs speak louder than words.
• Be concise : Avoid using too much text; let your slides complement your speech.
• Rehearse : Practice makes perfect. Be well-prepared for questions.
• Engage your audience : Make your presentation interactive. Ask questions and involve your audience.

Don't :

• Overload with information : Stick to the essentials.
• Read slides word-for-word : Your presentation should augment your words, not replace them.
• Waste time : Keep your presentation within the allocated time frame.
• Lack confidence : Believe in your business and your presentation.

1. Why is it important to make a business plan presentation?

A business plan presentation is your opportunity to showcase your business in its best light. It's not just about information; it's about capturing your audience's attention and conveying your ideas effectively. Think of it as a powerful tool to explain your business, highlight key aspects, and ultimately secure the support and funding you need. Whether you're presenting to investors or stakeholders, a well-crafted presentation can make a significant difference in conveying your unique value proposition.

2. How many slides should my business plan presentation have?

The number of slides in a business plan presentation can vary, but a common guideline is to aim for 10-12 slides . This range allows you to explain your business comprehensively without overwhelming your audience with too many details. It's essential to create an outline and plan your presentation strategically to fit your entire story within these slides. Remember, it's not about how many slides you have, but how effectively you use them to highlight the key points of your business plan.

3. What are some common mistakes to avoid when creating a business plan presentation?

One of the most common mistakes to avoid in a business plan presentation is overloading it with text and data. Instead, focus on using bullet points and visuals to convey your message clearly and concisely. Additionally, don't forget to include a value proposition that sets your business apart. It's crucial to answer the following questions: What services or products do you offer? Who is your target audience ? How do you plan to reach them? What channels will you use? By addressing these aspects and avoiding information overload, you'll be on the path to creating a winning presentation.

4. Do I need a specific presentation template for a business plan presentation?

While it's not mandatory, using a business plan presentation template can be highly beneficial. Templates provide a structured format that makes it easier to organize your content effectively. They often include slide designs tailored for different aspects of your business plan, such as market analysis, financial projections, and product development. By using a template, you can save time, ensure a professional look, and focus on the details about your business rather than the design of your slides.

5. How should I time my business plan presentation?

Timing your business plan presentation is crucial to keeping your audience engaged and respecting their time. Generally, a business plan presentation should last around 20-30 minutes to allow for questions and discussions afterward. However, it's essential to rehearse and ensure that you can present your content effectively within this timeframe. Make sure to plan and highlight the most critical points, keeping your audience's attention throughout the presentation. Remember, a well-paced and engaging presentation can leave a lasting impression and increase your chances of success.

Summarizing key takeaways

In this comprehensive guide, we've unraveled the art of crafting a compelling business plan presentation. From understanding the types of business plans to mastering the do's and don'ts, you're now ready to create presentations that leave a lasting impression.

Remember, a successful business plan presentation is not just about the slides; it's about telling a captivating story that resonates with your audience. So, go ahead, use those templates , slides , and presentation software to make your business idea shine.

And always keep in mind: Your business plan presentation isn't just a pitch; it's the first chapter of your entrepreneurial journey. Make it count!

Create your business plan presentation with prezent

Now that you're equipped with the knowledge to create a winning business plan presentation, you might be wondering where to start.

The answer? Prezent, the ultimate AI presentation software for enterprise teams.

With Prezent's 35,000+ slides and 100% compliance, you can save 70% of the time in making presentations while ensuring your brand is 100% on point. Our real-time sharing and collaboration features make teamwork a breeze, and you can access guides , e-courses, and templates that will make your presentation shine.

So, why wait? Whether you're using PowerPoint, Google Slides, or any other platform, Prezent has the templates and tools you need to create a business plan presentation that wows your audience.

Ready to supercharge your business plan presentations? Try our Free Trial or book a Demo today with Prezent!

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Home / Blog / Business Management

A Comprehensive Guide on How to Make a Business Plan Presentation

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What is a Business Plan?

Objectives of creating a business plan, ten slides you need in your business plan presentation, business plan presentation example (downloadable ppt), bottom line.

An effective business plan presentation is key to attracting investors and securing funding for your business. So what are the fundamentals that go into creating a winning deck? This guide is a complete breakdown of the various elements of a business plan presentation, what slides you need to add, and a downloadable template you can follow to create your presentation. Before diving into that, let’s briefly recap what a business plan is and why you must create one. 

A business plan is a formal written document that outlines the company’s goals, objectives, and strategies. It serves as a blueprint for the business and can be aimed at either internal or external audiences. It is used to secure funding from investors or to guide the decision-making and direction of the company. 

A business plan typically includes an executive summary, company description, market analysis, organizational structure, product, and service offerings, marketing and sales plans, and financial projections. Whether it is new or already established, every company should have a business plan that is periodically reviewed and updated. 

The main purpose of a business plan is to serve as a roadmap for a business’s success and provide a clear picture of the company’s goals, strategies, and financial projections. Here are some of the objectives for a business plan: 

Monitoring Progress

A business plan can be a benchmark for measuring success and helps track progress toward goals. Furthermore, this plan is frequently reviewed to reflect on the goals and modify the plan accordingly. 

Providing a Roadmap

A roadmap you can follow to manage your business, prioritize tasks, allocate resources, focus on your priorities, plan a course of action, and make effective decisions. 

Securing Funding

An investor looks at many things before investing in a business. A plan can be a valuable tool to show the investors the purpose, potential, and future direction of your business and help you secure funding. 

Communicating Strategy

A good plan provides a way to communicate the company’s vision, mission, and strategies to all stakeholders, including employees, customers, and partners.

Attracting Talent

You need top talents to execute your plans and help you scale your business; a comprehensive and well-structured business plan can be used as a recruiting tool to help you create a great team. 

Key Elements of Creating a Business Plan Presentation

Company overview.

Start with a basic introduction and overview of your company with contact information to provide the key information and help the audience understand what your business does. 

This section details the major problems your target customers are experiencing. These are the issues that your business is expecting to solve with your product or service. 

Now that you have established the problem, you must outline the solutions. Explain how your product or service will address these issues and emphasize the solution’s scalability. 

Financial Plan

A business plan presentation should describe the company’s expenses, profits, budget, and plans. For startups, this financial plan can predict the company’s future financial plans and how it will meet goals while staying within budget.

Operation Plan

The operation plan describes how your business will function regularly. This section will highlight the logistics and steps to achieve your business goals, including your operation’s resources, capital, and expense requirements. 

Marketing Strategies

Market strategies give a comprehensive insight into how your company will attract and retain your target market. This section of the business plan presentation also includes advertising and marketing campaign plans. 

This section introduces the project team members who will help build your business plan; it includes their qualifications, background, roles, and responsibilities. 

A timeline is one of the key elements of any business plan presentation, as it outlines the future and key milestones your business hopes to accomplish. The timeline gives stakeholders, including investors, the assurance and conviction that you will successfully execute your business plan.

In addition to these key elements, a business plan presentation can include visuals such as charts, images, and infographics to help illustrate the information efficiently. 

Here are ten slides that are commonly included in a business plan presentation:

• Introduction: A brief explanation of the purpose of the presentation 
• Company Description: An overview of the company 
• Problem:  The problem the business is solving 
• Solution: How will the business provide the solution to the problem 
• Product/Service Offerings: Description of the products or services
• Target Market: An overview of the potential customers, their demographic, needs, and preferences
• Marketing Strategies: The company’s plans for reaching, selling, and retaining its target market
• Financial Planning: Outline of the capital requirements, budget, and major expenses
• Team:  Introduction to the key team members 
• Timeline:  Projection for the future and an estimate of project completion 

Also note that these slides are not set in stone, and the number and content may vary depending on the company, its goals, and its audience. The most important thing is to communicate the key elements of the business plan effectively and persuasively.

Here is a simple example of a business plan presentation that you can modify to fit the specific needs of your business. You can follow our downloadable presentation or the template below to create your presentation.

#1 Slide: Introduction

• A brief overview of the company
• Contact information
• Purpose of the presentation
• Brief explanation of the product/service offered

#2 Slide: Problem 

• State the problem you are trying to solve
• Explain why it is a problem 

#3 Slide: Solution 

• Provide the solution 
• Explain why it is a great solution

#4 Slide: Product/Service

• A detailed explanation of the product/service
• Unique selling proposition
• List of features and benefits

#5 Slide: Market Analysis

• Identification of target market
• Competitor analysis
• Market size and growth potential

#6 Slide: Marketing Strategy

• Explanation of the marketing plan
• Advertising and promotion plan

#7 Slide: Financial Planning

• Income statement 
• Balance sheet
• Cash flow statement
• Break-even analysis

#8 Slide: Team

• Introduction of key team members
• Description of their experience and qualifications
• Explanation of roles and responsibilities

#9 Slide: Timeline 

• Project schedule 
• Launch of marketing campaigns 
• Timeframe for each key milestone

#10 Slide: Conclusion

• Ask for questions 
• Next steps, final thoughts, and future outlook
• Summary of key points
• Call-to-Action

ALSO READ : How Angel Investing is Funding the Future One Great Idea at a Time  

The main goal of a business plan presentation is to effectively communicate your business’s value and potential and persuade the audience to support the company’s goals. A great business plan presentation is one of the most essential tools for entrepreneurs seeking to scale their business or land initial funding to get their business off the ground. Along with the above elements, be sure to create your presentation in simple and clear language with a clear structure and compelling visuals to engage investors. Explore Emeritus’ Business Management Courses to learn more about this subject.

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Chapter 10: Developing Business Presentations

It usually takes me more than three weeks to prepare a good impromptu speech.     –Mark Twain

Being in the right does not depend on having a loud voice.     –Chinese Proverb

Getting Started

Introductory exercises.

1. Complete the following self-inventory by brainstorming as many items as you can for each category. Think about anything you know, find interesting, or are involved in which relates to the topics below. Have you traveled to a different city, state, or country? Do you have any projects in other classes you find interesting? List them in the questions below.

• What do you read?
• What do you play or do for fun?
• What do you watch (visual media)?
• Where do you live or have you lived?
• What places have you visited (travel)?
• Whom do you know?
• What’s important to you?
• If you could change one thing in the world, what would it be?

Choose your three favorite categories from the list above and circle them. Then ask a friend what they would be most interested in hearing about. Ask more than one friend, and keep score of which item attracts the most attention. Make sure you keep track of who likes which category.

Introductory Exercises (cont.)

2. What do you know about the world?

• What is the most populous country on the planet?
• The United States is home to more foreign-born residents than any other country. Which country has the next-highest number of foreign-born residents (Bremner, J., et. al., 2009)?
• As of 2008, what percentage of the world’s population lived in an urban setting?
• The world’s population was about 6.5 billion in early 2009. In what year is this figure expected to double to 13 billion (Rosenberg, M., 2009)?

Answers: 1. c, 2. a, 3. c, 4. c.

Mark Twain makes a valid point that presentations require preparation. If you have the luxury of time to prepare, take full advantage of it. Speeches don’t always happen when or how we envision them. Preparation becomes especially paramount when the element of unknown is present, forcing us to improvise. One mistake or misquote can and will be quickly rebroadcast, creating lasting damage. Take full advantage of the time to prepare for what you can anticipate, but also consider the element of surprise. In this chapter we discuss the planning and preparation necessary to prepare an effective presentation. You will be judged on how well you present yourself, so take the time when available to prepare.

Now that you are concerned with getting started and preparing a speech for work or class, let’s consider the first step. It may be that you are part of a team developing a sales presentation, preparing to meet with a specific client in a one-on-one meeting, or even setting up a teleconference. Your first response may be that a meeting is not a speech, but your part of the conversation has a lot in common with a formal presentation. You need to prepare, you need to organize your message, and you need to consider audience’s expectations, their familiarity with the topic, and even individual word choices that may improve your effectiveness. Regardless whether your presentation is to one individual (interpersonal) or many (group), it has as its foundation the act of communication. Communication itself is a dynamic and complex process, and the degree to which you can prepare and present effectively across a range of settings will enhance your success as a business communicator.

If you have been assigned a topic by the teacher or your supervisor, you may be able to go straight to the section on narrowing your topic. If not, then the first part of this chapter will help you. This chapter will help you step by step in preparing for your speech or oral presentation. By the time you have finished this chapter, you will have chosen a topic for your speech, narrowed the topic, and analyzed the appropriateness of the topic for yourself as well as the audience. From this basis, you will have formulated a general purpose statement and specific thesis statement to further define the topic of your speech. Building on the general and specific purpose statements you formulate, you will create an outline for your oral presentation.

Through this chapter, you will become more knowledgeable about the process of creating a speech and gain confidence in your organizational abilities. Preparation and organization are two main areas that, when well developed prior to an oral presentation, significantly contribute to reducing your level of speech anxiety. If you are well prepared, you will be more relaxed when it is time to give your speech. Effective business communicators have excellent communication skills that can be learned through experience and practice. In this chapter we will work together to develop your skills in preparing clear and concise messages to reach your target audience.

Bremner, J., Haub, C., Lee, M., Mather, M., & Zuehlke, E. (2009, September). World population highlights: Key findings from PRB’s 2009 world population data sheet. Population Bulletin, 64 (3). Retrieved from http://www.prb.org/pdf09/64.3highlights.pdf .

Rosenberg, M. (2009, October 15). Population growth rates and doubling time. About.com Guide . Retrieved from http://geography.about.com/od/populationgeography/a/populationgrow.htm .

Business Communication for Success Copyright © 2015 by University of Minnesota is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

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• A Beginner's Guide to Giving an Oral Presentation

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Giving an oral presentation is a common part of any business, whether you’re talking to colleagues, clients, or partners. It’s your chance to persuade, inform, or update them. But rushing in unprepared can lead to less-than-stellar results. So, the key to achieving your objective, whatever it may be, depends on one thing: preparation.

This guide is here to help you dedicate the necessary time to make and rehearse your presentation. With the right approach, you’ll deliver an effective oral presentation PPT that leaves a lasting impression. Now, get ready to transform your next meeting into a confident and persuasive experience.

In this article

Part i: what is oral presentation in business communication, informative presentations, instructive presentations, persuasive presentations, sales deck presentations, product marketing presentations, training and development presentations, data-driven presentations, progress report presentations, pitch deck presentations, demonstrations, blackout unnecessary slides, speak slower to avoid filler words, use ai presentation generator, complement texts with visuals, engage your audience.

An oral presentation is a form of verbal communication delivered to an audience. It is a way to share information, persuade them of an idea, or keep them updated. Visual aids like slides, handouts, or demonstrations often support a speaking presentation.

Oral presentations in business communication have several purposes. These include explaining new projects, pitching client ideas, or delivering team updates. Depending on what works, you can do it solo or with a team and keep it short or long.

However, an effective oral presentation doesn’t just happen on its own.

When making oral presentations, ensure they are well-organized, informative, and engaging. They follow a clear structure, with an introduction, body, and conclusion. You should also be confident, enthusiastic, and able to connect with the audience on a personal level.

Now that we’ve laid the groundwork for business oral presentations, let’s dive into the different types you’ll come across. The next part will uncover a variety of business presentations, each with its own goal.

Part II: 10 Different Types of Presentations in Business

Not all speaking presentations are the same. Different business situations call for different styles. Before you think of what you’ll say, figure out which presentation type works best for your audience. Here are the common types of business presentations you can give:

Informative presentations aim to equip attendees with knowledge of a chosen theme. Imagine presenting industry trends to your team or explaining a new company policy. These business presentations focus on clear communication and factual accuracy.

The instructive presentation aims to equip the audience with skills or knowledge they can apply practically. Think of a training session on using a new software program or a workshop on effective negotiation. This business presentation focus shifts to step-by-step guidance and practical exercises.

In a persuasive oral presentation, the goal is to win people over to your viewpoint. Be it convincing investors or pitching a new marketing plan, the deal is to build a solid case. You want compelling arguments, strong data, and a clear call to action.

Designed for sealing the deal, using a sales deck for your oral presentation highlights the value of a product or service. It emphasizes features, benefits, and why it’s better, all while tackling possible concerns. Salespeople often pull these out in client meetings or when pitching to investors.

A product marketing presentation focuses on creating awareness and excitement about a product. It targets a broader audience, not just potential customers, and aims to generate interest and brand recognition. Think of product launches, industry conferences, or social media marketing campaigns.

Training presentations are crucial for giving employees the skills they need. Whether it’s welcoming new hires or boosting leadership skills, the format changes based on the context. Usually, there’s a mix of instruction, practice, and chances to ask questions. You can use this for your oral presentation to ensure everyone’s up to speed in a way that works.

In data-driven presentations, facts and stats take the spotlight. You can add visuals for research, market trends, or data-backed solutions when making oral presentations. The trick is turning complex info into a clear, punchy story with eye-catching charts.

A progress report presentation updates a project, initiative, or campaign. They often involve data and metrics to show progress toward goals and objectives. These business presentations are crucial for maintaining transparency and building trust among stakeholders.

The pitch deck presentation hustles to get funding for a fresh business idea. Picture quick pitches, like selling your vision to venture capitalists. They zoom in on the problem you’re solving, what makes you stand out, and the promise of success. It’s all about packing a punch quickly to make your oral presentation stick.

These oral presentations go beyond words – they show it in action. Whether it’s software, new gear, or tricky procedures, the focus is on demonstrating. It’s a powerful way for the audience to see exactly how things work and throw in questions for a clearer picture.

Knowing the types of business presentations available is crucial. The next section will empower you to deliver effective oral presentations, regardless of your chosen format.

Part III: Techniques for Giving an Effective Oral Presentation

So, you’ve crafted an amazing presentation deck that captures your vision. Or you are starting with an idea for the oral presentation. Now comes the real challenge: delivering it in a way that grabs attention and keeps everyone hooked. Let’s explore some oral presentation techniques to make it a captivating experience.

Imagine a screen packed with text. Boring. No one wants to read a novel on a slide. Instead, blackout slides that reiterate points you’ll cover verbally. Focus on primary points and leave the details for handouts.

Speaking and presenting too fast can sound rushed and nervous. Slow down your pace and articulate clearly. It allows the audience to absorb your message and creates a sense of confidence. Plus, it helps you avoid filler words like “um” and “uh” that can distract from your message.

We all know you’re passionate about your business idea. However, securing investment requires captivating investors and presenting a vision that resonates deeply. Making a compelling pitch deck traditionally meant long hours of wrestling with design software and agonizing over content.

But what if you could lessen the time to create an oral presentation PPT to a few minutes?

Tools like AI presentation generators can help with structure and flow and even suggest visuals. Wondershare Presentory is one of the best in the market that can help automatically create a starting point for your slides. It makes an initial outline for your review. Then, Presentory generates stunning presentations with text, formatting, and imagery in PPT format. All these are based on a keyword or your topic.

Presentory is valuable for busy professionals and people who need to save time without compromising quality. But it doesn’t stop boosting your work efficiency here. This tool also empowers you to customize the design and content of the AI-generated oral presentation PPT. Furthermore, Presentory offers several additional benefits:

• Online and desktop access: Work on the go. This app lets you access your presentations online or offline, allowing you to work from anywhere.
• Personalized design: Make it your own. This app gives you the tools to customize your slides with layouts and templates that feel fresh and engaging.
• Content optimization: Presentory not only generates content. It also provides suggestions for improvement, ensuring professionalism and persuasiveness.
• Ease of use: No design skills? No problem. This app is user-friendly, and anyone can create professional-looking presentations in no time.
• Integration of resources: Level up your PPT slides. The built-in AI helps you find high-quality images and graphics to make your presentation pop.
• One-click streaming: Reach your audience across platforms. Presentory allows you to stream your oral presentation on Teams, YouTube Live, Facebook Live, Google Meet, and more platforms.
• Enhanced visuals: Import pictures and videos or add animations for a more dynamic presentation.
• Recording: Get your presentation ready for the big day. Use the teleprompter to record yourself practicing and feeling confident.

How To Make an Effective Oral Presentation PPT Using AI?

Presentory empowers you to focus on the speaking and presentation aspects while the AI takes care of the rest. Follow these steps below to create an effective oral presentation PPT for free online:

Step 1: Open the Wondershare Presentory app dashboard in your web browser. Sign in with your Google Account or create a new one.

Step 2: Click Create Presentation AI from the Home page to start.

Step 3: Select Begin with a topic to use AI and generate an outline.

Step 4: Enter your topic in the text box, then click Continue to let AI create the content outline. You can also select from one of the suggested keywords to explore first.

Step 5: Review the AI-generated outline and click Continue if satisfied.

Step 6: Select a template you want to use for the presentation, then click Generating to apply.

Step 7: Tailor your presentation. Edit text, switch slides, add images, and experiment with different layouts and themes to personalize your presentation.

Step 8: Click Share from the upper navigation pane, choose the file format from the pop-up window, then click Export presentation to save the PPT.

Images, infographics, and videos are powerful tools to engage your audience and reinforce your message during oral presentations. But don’t just throw random visuals in there. They should complement your words, not replace them. Choose visuals that are clear, relevant, and support your points.

Giving oral presentations shouldn’t be one-sided lectures. Get your audience involved. Ask questions, encourage participation, and invite discussion. Maybe even throw in a poll or a quick activity to keep them on their toes. Remember, your goal is to present information, connect with your audience, and make them care about your message.

You’ve got the ideas, the passion, the drive. But when it comes to giving an oral presentation , the pressure’s on. Traditional presentation tools can be time-consuming. Relying solely on “best practices” might leave you blending into the background. You need an edge, a way to grab attention and captivate your audience from the get-go.

However, making a compelling oral presentation PPT often takes time and expertise. That’s why you need to incorporate AI tools into your workflow. Try Wondershare Presentory - it is your partner in business communication success. Start creating presentations that win today.

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How to prepare and deliver an effective oral presentation

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• Peer review
• Lucia Hartigan , registrar 1 ,
• Fionnuala Mone , fellow in maternal fetal medicine 1 ,
• Mary Higgins , consultant obstetrician 2
• 1 National Maternity Hospital, Dublin, Ireland
• 2 National Maternity Hospital, Dublin; Obstetrics and Gynaecology, Medicine and Medical Sciences, University College Dublin
• luciahartigan{at}hotmail.com

The success of an oral presentation lies in the speaker’s ability to transmit information to the audience. Lucia Hartigan and colleagues describe what they have learnt about delivering an effective scientific oral presentation from their own experiences, and their mistakes

The objective of an oral presentation is to portray large amounts of often complex information in a clear, bite sized fashion. Although some of the success lies in the content, the rest lies in the speaker’s skills in transmitting the information to the audience. 1

Preparation

It is important to be as well prepared as possible. Look at the venue in person, and find out the time allowed for your presentation and for questions, and the size of the audience and their backgrounds, which will allow the presentation to be pitched at the appropriate level.

See what the ambience and temperature are like and check that the format of your presentation is compatible with the available computer. This is particularly important when embedding videos. Before you begin, look at the video on stand-by and make sure the lights are dimmed and the speakers are functioning.

For visual aids, Microsoft PowerPoint or Apple Mac Keynote programmes are usual, although Prezi is increasing in popularity. Save the presentation on a USB stick, with email or cloud storage backup to avoid last minute disasters.

When preparing the presentation, start with an opening slide containing the title of the study, your name, and the date. Begin by addressing and thanking the audience and the organisation that has invited you to speak. Typically, the format includes background, study aims, methodology, results, strengths and weaknesses of the study, and conclusions.

If the study takes a lecturing format, consider including “any questions?” on a slide before you conclude, which will allow the audience to remember the take home messages. Ideally, the audience should remember three of the main points from the presentation. 2

Have a maximum of four short points per slide. If you can display something as a diagram, video, or a graph, use this instead of text and talk around it.

Animation is available in both Microsoft PowerPoint and the Apple Mac Keynote programme, and its use in presentations has been demonstrated to assist in the retention and recall of facts. 3 Do not overuse it, though, as it could make you appear unprofessional. If you show a video or diagram don’t just sit back—use a laser pointer to explain what is happening.

Rehearse your presentation in front of at least one person. Request feedback and amend accordingly. If possible, practise in the venue itself so things will not be unfamiliar on the day. If you appear comfortable, the audience will feel comfortable. Ask colleagues and seniors what questions they would ask and prepare responses to these questions.

It is important to dress appropriately, stand up straight, and project your voice towards the back of the room. Practise using a microphone, or any other presentation aids, in advance. If you don’t have your own presenting style, think of the style of inspirational scientific speakers you have seen and imitate it.

Try to present slides at the rate of around one slide a minute. If you talk too much, you will lose your audience’s attention. The slides or videos should be an adjunct to your presentation, so do not hide behind them, and be proud of the work you are presenting. You should avoid reading the wording on the slides, but instead talk around the content on them.

Maintain eye contact with the audience and remember to smile and pause after each comment, giving your nerves time to settle. Speak slowly and concisely, highlighting key points.

Do not assume that the audience is completely familiar with the topic you are passionate about, but don’t patronise them either. Use every presentation as an opportunity to teach, even your seniors. The information you are presenting may be new to them, but it is always important to know your audience’s background. You can then ensure you do not patronise world experts.

To maintain the audience’s attention, vary the tone and inflection of your voice. If appropriate, use humour, though you should run any comments or jokes past others beforehand and make sure they are culturally appropriate. Check every now and again that the audience is following and offer them the opportunity to ask questions.

Finishing up is the most important part, as this is when you send your take home message with the audience. Slow down, even though time is important at this stage. Conclude with the three key points from the study and leave the slide up for a further few seconds. Do not ramble on. Give the audience a chance to digest the presentation. Conclude by acknowledging those who assisted you in the study, and thank the audience and organisation. If you are presenting in North America, it is usual practice to conclude with an image of the team. If you wish to show references, insert a text box on the appropriate slide with the primary author, year, and paper, although this is not always required.

Answering questions can often feel like the most daunting part, but don’t look upon this as negative. Assume that the audience has listened and is interested in your research. Listen carefully, and if you are unsure about what someone is saying, ask for the question to be rephrased. Thank the audience member for asking the question and keep responses brief and concise. If you are unsure of the answer you can say that the questioner has raised an interesting point that you will have to investigate further. Have someone in the audience who will write down the questions for you, and remember that this is effectively free peer review.

Be proud of your achievements and try to do justice to the work that you and the rest of your group have done. You deserve to be up on that stage, so show off what you have achieved.

Competing interests: We have read and understood the BMJ Group policy on declaration of interests and declare the following interests: None.

• ↵ Rovira A, Auger C, Naidich TP. How to prepare an oral presentation and a conference. Radiologica 2013 ; 55 (suppl 1): 2 -7S. OpenUrl
• ↵ Bourne PE. Ten simple rules for making good oral presentations. PLos Comput Biol 2007 ; 3 : e77 . OpenUrl PubMed
• ↵ Naqvi SH, Mobasher F, Afzal MA, Umair M, Kohli AN, Bukhari MH. Effectiveness of teaching methods in a medical institute: perceptions of medical students to teaching aids. J Pak Med Assoc 2013 ; 63 : 859 -64. OpenUrl

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