When a marketer gets a request to develop a presentation, here’s what to ask. You can treat this as an informational questionnaire before the start of development.
Goal
-
What is the goal of the PPT?
-
Why is it necessary and what is the benefit?
Audience
-
Who are the recipients of the presentation?
-
What are their designations?
-
What departments do you manage and what are their locations?
Use
-
How will it be used? Is it for public use or is it for a specific limited audience?
-
Will this be presented at a conference/published online/presented to leads or prospects or clients or some other audience?
time format
-
How much time do you have for the presentation?
-
What is the format of the presentation? Will it include a question and answer session or any specific introduction/agenda that should be included?
Legal
-
Is there any legal compliance around the development?
-
Logos to be used in the PPT? Has it been approved or is it publicly available?
-
Quotes to use and their approval?
-
Mentions of projects/clients/any other fact that needs review and approval
-
Attachments to be inserted and corresponding approval
-
Any other assets that need explicit approval?
brand representation
-
Is the presentation exclusively developed in-house and will it only represent your brand / one or more brands belonging to the same group / will it be a joint effort with some company or a speaker from another company?
Delighted
-
Has the narrative draft been produced?
-
Who is responsible for giving the raw content?
-
Names of subject matter experts who will deliver the content?
Design
-
What are the design considerations?
-
Any preferences about formats, animations, use of color, typography, etc.?
-
Does it need to be introduced or will it be supported by a background narrative that will be timed?
process
-
Who will drive the development of the PPT: process owner/coordinator?
-
Who will review the content, including logos and other legal assets used?
-
Who will approve the design?
-
Who will approve the entire PPT?
-
Who are the contacts that must be kept informed in each process?
supplements
-
Are there any notes or scripts that need to be prepared along with the PPT?
-
Any brochure to hand out? Any other guarantees that need to be given and in what format (electronic copy/hard copy)?
Distribution/ Communications/ Social
-
Post-development circulation of the platform: In case the PPT needs to be distributed to teams or kept in a central location with limited or public access, this should be clarified.
-
Who should be contacted and what kind of access to the cover?
-
Central location where the asset is stored, for future collection and editing by authorized dealers if needed?
-
In which social channels should it be distributed?
-
Should there be a communication by mail about the completion of the platform? If so, to whom?
-
If the deck (non-editable version of the deck) should be integrated into a mailing campaign or the content part should be used in a campaign, it should be clarified and the relevant team should be kept informed for the same
