Business Presentation Skills for Consultants 1: Getting Started

Learn how to accept and give a presentation assignment. Make sure you understand the scope and objectives.

Introduction

Your PL (project leader) says to you, "I need you to present our findings to the CEO and the Board next week." 

How does that make you feel

Warm Up

Your PL (project leader) says to you, "I need you to present to the CEO and the Board next week." 

How do you answer? 

Now role play some different responses with your teacher.

Language

Let's practice asking questions.

A. Clarifying presentation assignment and scope

When you have to do a presentation, make sure you ask questions to get the information you need. 

  1. The objective
    1. What's the main goal of the presentation?
    2. (Create your own question)
  2. The audience
    1. Who will be in the audience?
    2. (Create your own question)
  3. The content
    1. What should I focus on?
    2. (Create your own question)
  4. The tone
    1. What should the tone be?
    2. (Create your own question)
  5. Timeframes and deadlines
    1. How long should the presentation be?
    2. (Create your own question) 

B. Guided role play

Role play with your teacher.  Your teacher will take on the role of project leader, and you will be a consultant.

Teacher: Hello, I’d like you to present to the client next week.
You: Accept positively. Check if you can ask questions.
Teacher: Of course. I've got a few minutes. What would you like to know?
You: Ask about the purpose of the presentation.
Teacher: Good question. We want to persuade them to move forward with our recommendations. They’ve seen the data, but this is about driving the point home.
You: Confirm your understanding. Ask about the audience.
Teacher: It’ll be the VP of Strategy, two senior managers, and a couple of analysts from the client’s side.
You: Check the content and scope.
Teacher: Keep it light on the details—just enough to get the main ideas across. Focus on the insights and why they matter.
You: Confirm and ask about tone and style.
Teacher: A conversational delivery is fine. We've got a good relationship.
You: Ask about time constraints.
Teacher: Plan for 15 minutes of presenting, then 10 minutes for Q&A.
You: Summarise your understanding and next steps--ask about a deadline.
Teacher: Can you get me an outline by 9am tomorrow?
You: Respond.

Practice

Roleplay 1

You are a consultant. Your teacher is a partner. They will assign a presentation to you.  Use the outline below to help you. Your teacher will start the conversation.

Teacher: Hello, I’d like you to present to the client next week.
You: Accept positively. Check if you can ask questions.
Teacher: __________________?
You: Ask about the purpose of the presentation.
Teacher: __________________.
You: Confirm your understanding. Ask about the audience.
Teacher: __________________.
You: Check the content and scope.
Teacher: __________________.
You: Confirm and ask about tone and style.
Teacher: __________________.
You: Ask about time constraints.
Teacher: __________________.
You: Summarise your understanding and next steps--ask about a deadline.
Teacher: __________________?
You: Respond.


Roleplay 2

Swap roles and practice again. Here are some details: 

  • Presenter: your teacher
  • Audience: Director of Operations (Client), Head of Logistics, Regional Manager, Internal Stakeholder from Finance
  • Objective: Show how to make their supply chain more cost-efficient.
  • Client background: The client has already seen the analysis of past results. They have not seen the projections yet.
  • Content focus:
    • Give a short overview of what we looked at (criteria and data sources)
    • Highlight expected savings in clear financial terms
    • Explain how easy the plan is to put into action
    • Show how risks will be managed
  • Tone & style: Formal, clear, and data-driven.
  • Format & timing: 20-minute presentation + 5-minute Q&A.
  • Deadline: Send slide deck to PL by Friday morning for review. Client meeting is Monday.
Reflect & Review

Reflect on this first lesson and identify one takeaway you will use straight away. 

More reading:


 

Next Steps

The next lesson is on planning your presentation. What is important in planning your presentation?