Solution Presentation Planning Template

Presentation Topic:

Presenter(s):

Date / Time / Location:

Time Allocated:

Decision Needed from Audience?

Format: ☐ Formal slides ☐ A3 report ☐ Verbal

Step 1 — Know Your Audience

Audience Member / Group	What They Care About Most	Potential Concerns / Questions

Single most important message for this audience:

Slide 1 Opening Hook

Start with the business impact — cost, risk, or customer pain. Make them care in the first 60 seconds.

Key point / data to use:

Slide 2 Problem Description

What is wrong? Use the 5W2H facts. Show the gap between current state and desired state.

Key data / visual to show:

Slide 3 Root Cause

Show your analysis — 5 Whys, fishbone, data. Be clear: "The root cause is _____ and here is the evidence."

Tool/visual to show:

Slide 4 Proposed Solution

What did you decide and why? If you evaluated options, show the Decision Matrix briefly.

Solution summary:

Slide 5 Results / Proof (if pilot run)

Before vs. after data. Chart showing improvement. Expected results if pilot hasn't run yet.

Metric / before-after to highlight:

Slide 6 Implementation Plan

Timeline, who does what, cost, resources needed. Keep it simple — 1 page max.

Key action / timeline to summarize:

Slide 7 Call to Action / Ask

End with one clear ask. What decision or approval do you need from this audience?

My ask is:

Q: "How much will this cost?"

Q: "How do we know it will work?"

Q: "What if we do nothing?"

Q: (your anticipated question)

Slides / A3 / handouts prepared and proofread

Data and charts verified for accuracy

Presentation rehearsed at least once (timed)

Room / tech setup confirmed (projector, screen, clicker)

Backup copy of slides saved to USB or email

Anticipated objections reviewed

Decision / approval form or email ready for follow-up