﻿WEBVTT

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Hello, I'm Tony Jeary.
I'd like to ask you a question.

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When I say the word "presentation"
what comes to your mind?

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I'll bet I can describe some of the mental
images that word inspires for you...

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A conference room, lots of chairs, a
few sleepy colleagues, or maybe even a

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sea of faces staring up at you. White
boards. Projectors. PowerPoint slides.

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A printed agenda. Right?

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That's how most people
think of presentations.

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But I'd like to suggest to you
that it's a lot more than that.

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A presentation happens anytime we
have an opportunity to inspire,

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inform and influence people...
Literally hundreds of times everyday.

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It could be a phone call. A quick
conversation in the hallway. An e-mail.

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A staff meeting. They're all presentations.

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Knowing that, wouldn't it be great if you
could be more confident, more persuasive,

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build better working relationships
and enhance your leadership ability

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with your coworkers and your customers in
all kinds of presentation situations?

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Well, we're about to find
out exactly how to do that.

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Hey, guys. You got a minute?

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Ah, we're kind of swamped.
What do you need?

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Well, I need your help.
Okay...

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I just got a call.

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We have to get 750 of these shipped
out the door by day after tomorrow.

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Seriously?

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So, what's going on here?
Well, let me give you a hint.

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It may not look like a presentation, but it is.

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It's the kind of opportunity
we come across every day -

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where we've got to inspire, inform and
influence people in order to get things done.

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And our ability to make effective
presentations can mean the difference between

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solving a problem or missing the mark.
Between closing a deal or not.

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Between creating shared understanding
or just more confusion.

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In short, how we go about it can mean the
difference between success and disaster.

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Look, let me start over. I
know you guys are swamped

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and I wouldn't interrupt
if it wasn't important.

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Let me just cut to the chase.
Please do.

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I dumped everything into a
spreadsheet and ran some graphs.

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You know, we all need to inspire,
inform, and influence people

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just to get our jobs done
and meet our obligations.

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And almost everyone we deal
with is on information overload

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and has multiple urgent
priorities of their own.

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To be really effective, we have to
be able to cut through the noise,

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clutter, and complexity to
engage and involve coworkers,

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create shared understanding,

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and get commitment and buy-in
for our ideas and priorities.

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There are hundreds of presentation
opportunities every day that

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we don't think of as presentations.
But, if we did, we'd be more effective.

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It could be inspiring our sales staff to
dig deep and hit this month's numbers.

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Maybe it's influencing our boss so that
we can get that new piece of equipment

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or really important staff
training into next year's budget.

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Or, it might be informing a coworker
about a new process we need to follow

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to meet safety standards.

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And remember, a presentation is
more than just face-to-face.

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Maybe it's that e-mail we have to
send to inform co-workers about

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how important it is to enter
guest reservations correctly.

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Or perhaps it's leaving a voice-mail
message that inspires a potential customer

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to give us a call back.

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Those are just a few of the kinds of
presentations you and I make everyday.

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So, the question is how do we make sure
we're effective in those situations?

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Well, let me tell you about
something I think can help.

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At least, it's sure worked for me.

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It's a concept that will
help you make your point.

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If you want to inspire, inform, and
influence people, anytime, anywhere...,

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here's what we have to do.

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Prepare... Outline our intent...
Involve our audience...

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Narrow the focus of our message...
and constantly tailor our presentation.

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The great thing about this concept is
it not only helps us make our point,

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but does it in a way that helps us feel
more confident in tough situations.

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We come across as more credible, so
we're more respected by coworkers.

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We end up being more influential and
persuasive. And, believe it or not,

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we build better working relationships because

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we can say what we have to say
without wasting anyone's time and

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without stepping on toes or
making people defensive.

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To give you a better idea of how
this works, let's take a look at

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each of the elements in a little more detail.

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We all know preparation is the
foundation for success, right?

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But, when it comes to influencing,
informing or inspiring....

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what is preparation, really?

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If we're doing a formal
presentation, most of us know that

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being prepared means doing things like

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making sure we know what the room is going
to be like and how to operate the equipment.

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In other words, we want to
eliminate the unknowns.

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Well, we want to do the same thing
with informal presentations, too.

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And it starts with making
sure we know our audience.

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For example, are we going to be talking
with a person who's very detail oriented?

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Or, are we going to be dealing
with a group of people who

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tend to be impatient and
just want the big picture?

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It means taking the time to be sure
we're clear on what our objectives are;

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what we need to get across and why.

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And being prepared means figuring
out how to minimize interruptions -

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which can be as simple as remembering
to put your phone on “do not disturb.”

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Another key part of preparation is
to mine our presentation arsenal

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for examples that will help us
add impact to our conversation.

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A presentation arsenal is anything from a
folder full of clippings and stories,

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to a favorite quote web
site, to those true stories

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you've filed away in your head over the
years. Anything that will lend credibility

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and inspire the person you're
presenting to, to take action.

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And the most important
part of preparation?

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Well, in my experience it's been just
getting your head in the right place.

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Basically, that means taking the
time to get mentally prepared

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and in the right frame of mind. It might
take five minutes - or just five seconds.

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But those few minutes or seconds of
mental prep can make all the difference

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in the world. So, what
does it mean to prepare?

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It means identifying and eliminating
unknowns. Knowing our audience.

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Being clear on our objectives.
Minimizing interruptions.

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Mining our presentation arsenal.
And it means

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taking the time to get mentally prepared
and in the right frame of mind.

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To be honest, taking the
time to be prepared

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is one of those things a
lot of us just gloss over.

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We walk into situations and just wing it.
Which often turns out to be a big mistake.

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Because - when we want to make our point -

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when we absolutely positively have
to inspire, inform, or influence -

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being prepared is the best way I know of
to make sure our message gets through.

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Another important part of making
sure we get our point across

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in a way that inspires, informs or
influences is to outline our intent.

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Basically, that means we explain the "why"
of something, before we launch into the

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what's and how's. Because, the truth
is, if we don't address the why

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in a positive, upbeat way - we'll never
get the buy-in we're looking for.

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Let me show you a couple examples
of what I'm talking about here.

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Well listen, we both know this is important.

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The team's worked hard on our
safety record — and you know,

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this is going to help us stay #1 in the plant.

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Before we get into the numbers,

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I want to make sure that you all know
what's in it for us if we hit them.

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If we hit our quota, we get a really..

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Taking the time to work through this now
will help make sure guests understand

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we're here to help them as quickly as possible.

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And that should make our jobs a lot easier.

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Those are just a few examples of how we
can quickly outline our intent for people.

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Remember, outlining an intent
means doing things like...

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Explain why.
Tell people what's in it for them.

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And make sure we frame the message as
a positive, instead of a negative.

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Believe me, it's an easy thing to skip -
because we've all got a lot on our plates

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and we just want to get right to
the heart of things... You know,

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here's what needs to happen and when.

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But, if we take the time
to outline our intent,

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we're going to be a lot more
successful at communicating.

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One of the real keys I've learned about
cutting through the information overload

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and being able to inspire, inform and
influence is to involve the audience.

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You see, a presentation - whether it's
something like a formal group presentation or

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an informal one-on-one in the hallway -

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can't be a passive experience for
the people we're talking to.

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We have to grab their interest and maintain it.
And here's a few ways we can do it.

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Before I go any further, I want to
take a little informal poll here.

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How many of you like the
idea - as it stands now?

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Just a show of hands would be great. Okay.

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Do you have any concerns at this point?
What do you mean?

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Well, this is going to impact
your team as much as mine.

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What do you think the biggest
hurdles are going to be?

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I tell you what. Why don't we take two
minutes and each of us write down the top

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three or four hurdles we think we need
to overcome for this project, okay?

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So, what does it mean
to involve an audience?

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Well, it means things like having
people do something physical -

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like raising their hands.

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It means asking questions to
get feedback and perspective.

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And it can mean asking people to take
a minute to write something down.

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Involving the audience helps actively
engage and manage their attention.

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It gets their minds off of the
five other urgent priorities

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they've got waiting for them back at
their desk and focused on our message.

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One of the most effective techniques
we can use to inspire, inform or

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influence people is to make sure we
narrow the focus of our presentation.

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Basically, it's like, ah, using a funnel.

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Whenever we make a presentation,
we want to start out wide

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in order to provide background and context.

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But then we need to quickly
funnel down to specifics,

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because it's those specifics that provide
the immediacy and clarity to our message.

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I mean, think about it. How many times
have you been listening to someone

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and they get done talking and you think to
yourself - okay, so what's your point?

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That's what I'm talking about here.
If we want to cut through the noise,

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we absolutely have to just
come right out and say -

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alright, here's the bottom line.
Here's what needs to happen.

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Let me show you what I mean.

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Look, I know I've given you a
lot of background information...

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Which I appreciate, by the way.

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Well, that's good. But, I know that
everybody's been coming to you

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asking to get their pet
project into the budget...

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That's an understatement...

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So let me just cut to the chase.
Please do.

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I want to show you how implementing this
idea will save us $245,000 next year.

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Alright. You have my attention.

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That's what we need to focus
on for the next 50 minutes -

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coming up with the best way
to trim 3% off the budget.

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We need to figure out how to get this
end cap reset before we open, alright?

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Before we open?

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I have at least a dozen other things
I need to get done before we open.

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And, on top of that, Leanne
called in sick this morning.

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Like, that's something new, right?

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We should focus on this end cap for
a couple minutes; work out a plan.

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I'm sure between the two of us
we can figure out something.

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So, part of being able to inspire,
inform and influence people effectively

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means we have need to use the
funnel technique to start wide -

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then narrow our focus. And that
means we need to do things like....

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Be specific. Set a time limit and stick to it.

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And avoid distractions and side-bar
conversations that could get things off-track.

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When we narrow the focus of our
presentation, we help avoid confusion...

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You know - the "You said X
but I heard Y" trap....

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Instead, we quickly drill down
to communicate in a way that

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helps everyone clearly
understand our message.

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To keep people engaged, we have to
constantly tailor our presentation.

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Now, I'm not talking about being able
to "ad lib" here. I'm talking about

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"planned spontaneity." In other words,
we have to think and plan ahead.

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Um, let me give you a couple examples.

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We've all been in situations where
someone comes up with a question that

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stumps us for a minute or two, right?

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That's when we need to create a
"breathing space" to direct attention

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away from us and give us a
chance to collect our thoughts.

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Sometimes that's as simple as directing
the question to someone else.

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As you can see, the trend isn't
looking very good at this point.

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I don't mean to interrupt, but
something just occurred to me.

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Sure. What is it?

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I heard a rumor IT is planning on phasing
in a new operating system next year.

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How's that going to effect
what we're taking about?

00:16:49.755 --> 00:16:51.377
That's a good question.

00:16:51.402 --> 00:16:52.405
Um, Mary, what do you think?

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Is it going to cause problems for
us if they roll out a new OS?

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Well, actually, it might. I mean,
I heard with this new OS program

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that it's going to cause some
issues with our legacy databases.

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Well, we'll be sure to take
that into consideration.

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Tailoring our presentation
with a breathing space

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can give us the chance to
collect our own thoughts

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and figure out the best way to respond.

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Now, another great way to
tailor our presentation

00:17:17.470 --> 00:17:22.235
is to make sure we're prepared to communicate
information in a variety of ways.

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For example, if we're going
through a lot of complex data -

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and we see that glazed over
look on someone's face -

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we need to be prepared with some
visuals to help get our point across.

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So, if we push the lead time on this,

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we will cut down the idle time
down by 10% or more. Right?

00:17:39.650 --> 00:17:42.442
Sure, if you say so.
Is something wrong?

00:17:42.636 --> 00:17:45.898
No, no. It's just that
staring at these printouts.

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After awhile it's all just mush.

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I'll tell you what. I dumped everything
into a spreadsheet and ran some graphs.

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Oh, okay. Yeah. Just being able to visualize
it like this really helps. Thanks!

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Here's another one. How many times
have we been in a situation where

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we're trying to inspire, inform or influence
someone and... we get interrupted?

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You know, the person we're talking to gets
a call and has to bail out on us early.

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It happens to me all the time.

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Now, in those situations,
we need to be ready to

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tailor our presentation by condensing things.

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I did a little informal survey
a couple of weeks ago and...

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Sorry to interrupt.
Yeah.. what is it?

00:18:29.693 --> 00:18:32.305
Mickelson called. He said he needs
you to call him back right away.

00:18:32.330 --> 00:18:35.315
He said something about the Zemax deal?
Okay, thanks.

00:18:35.830 --> 00:18:37.639
Look, I'm sorry. But I really
need to make this call.

00:18:37.664 --> 00:18:41.484
That's okay. I understand. But if you
could give me just two more minutes,

00:18:41.509 --> 00:18:43.661
I put together these bullet points.

00:18:44.020 --> 00:18:45.558
I'd like to go over them
real quickly with you,

00:18:45.559 --> 00:18:48.747
and then maybe we could just schedule
a follow up to answer any questions.

00:18:48.772 --> 00:18:52.511
Okay. I can give you two minutes.
Great. Thank you.

00:18:52.839 --> 00:18:57.794
Constantly tailoring our presentation is
important because, like I said before,

00:18:57.819 --> 00:19:02.384
we're generally not talking to a brick wall;
we're talking to human beings and

00:19:02.409 --> 00:19:04.334
in other words, moving targets.

00:19:04.420 --> 00:19:08.479
So, we need to be prepared, on
the fly, to do things like....

00:19:08.659 --> 00:19:13.951
Create a breathing space.
Use visuals, when appropriate.

00:19:14.355 --> 00:19:18.509
And condense our presentation
down to the bare essentials.

00:19:18.996 --> 00:19:23.898
You see, when we have the ability to be
flexible and tailor our presentation

00:19:23.899 --> 00:19:28.428
in the face of changing situations, we're
going to be able maintain interest

00:19:28.429 --> 00:19:31.242
and make our message compelling.

00:19:49.819 --> 00:19:54.552
Okay, we've broken the POINT model down
and taken a look at each of the pieces.

00:19:54.862 --> 00:19:57.274
Now, let's take a look at how we can

00:19:57.299 --> 00:20:01.507
put it all together to inspire,
inform, and influence people.

00:20:01.657 --> 00:20:03.898
Keep in mind while you're watching this

00:20:03.899 --> 00:20:08.646
that this concept isn't a series of steps
we just work through one after the other.

00:20:09.146 --> 00:20:12.874
Probably the best way to think
of it is as a tool kit -

00:20:12.899 --> 00:20:16.690
we can reach into the bag and pull out
the tool we need, when we need it.

00:20:16.769 --> 00:20:20.233
Alright. Enough said.
Let's see how it all goes together.

00:20:20.258 --> 00:20:21.417
Hey, guys. You got a minute?

00:20:21.442 --> 00:20:23.452
Ah, we're kind of swamped,
but what do you need?

00:20:23.477 --> 00:20:26.547
Well, I need your help.
Okay...

00:20:26.682 --> 00:20:27.760
I just got a call.

00:20:27.785 --> 00:20:32.174
We have to get 750 of these shipped
out the door by day after tomorrow.

00:20:32.199 --> 00:20:33.767
Seriously?

00:20:34.630 --> 00:20:38.191
I wasn't really surprised by their reaction.
I mean, I knew going in they were busy.

00:20:38.216 --> 00:20:41.964
And I knew that I had to be prepared if
I was going to get their cooperation.

00:20:41.989 --> 00:20:45.050
So I took the time to make sure I
was clear on my objectives...

00:20:45.075 --> 00:20:48.394
Think through the kinds of questions and
concerns they were going to have...

00:20:48.419 --> 00:20:51.365
And I even printed out a couple
flowcharts and a checklist I could use

00:20:51.390 --> 00:20:54.105
to help them understand what
needed to happen and why.

00:20:54.197 --> 00:20:56.110
Look, let me start over.

00:20:56.340 --> 00:21:00.190
I know you guys are swamped and I wouldn't
interrupt if it wasn't important.

00:21:00.215 --> 00:21:02.836
I've put together some things that I think
will help us get through this quickly.

00:21:02.861 --> 00:21:04.114
We're listening.

00:21:04.210 --> 00:21:08.158
A couple things, first. You need
to know why this is so important.

00:21:08.599 --> 00:21:10.258
One, these kits need to
be in customers hands

00:21:10.259 --> 00:21:13.099
so they have a chance to look at
them before their trade show.

00:21:13.115 --> 00:21:14.732
Yup, that makes sense.

00:21:14.757 --> 00:21:16.697
And, if we can get these
out the door on schedule -

00:21:16.722 --> 00:21:19.538
we'll be able to ship three-day -
and that will save us a boatload.

00:21:19.563 --> 00:21:20.775
I have to tell you,

00:21:20.800 --> 00:21:23.704
I appreciated the way that he
took the time to explain to us

00:21:23.729 --> 00:21:25.491
why he was asking for our help.

00:21:25.555 --> 00:21:28.604
I mean, most of the time, people
just come in here and dump on us...

00:21:28.629 --> 00:21:32.894
At least the way Neal approached it, made me
a little more willing to want to help him.

00:21:32.919 --> 00:21:36.781
So, what I'd like to do is take ten
minutes and walk through this with you.

00:21:36.828 --> 00:21:40.401
The goal is to make sure we all know
what needs to happen, in what order,

00:21:40.426 --> 00:21:42.344
and who's going to be responsible. Okay?

00:21:42.369 --> 00:21:45.209
Well, actually, we don't
have ten minutes right now.

00:21:45.234 --> 00:21:48.467
See all this stuff? That all
got to be ready to go by 3.

00:21:48.492 --> 00:21:50.569
Not a problem. I'll make it quick.

00:21:50.570 --> 00:21:53.578
A minute to go through the flow
chart and a couple of minutes to

00:21:53.579 --> 00:21:56.447
walk through this checklist.
5 minutes, max.

00:21:56.472 --> 00:21:57.416
Meter's running.

00:21:57.441 --> 00:21:59.563
I've got to hand it to him.
Most of the time,

00:21:59.588 --> 00:22:02.953
I intimidate the heck out of people with the
"that stacks got to be out by 3" routine.

00:22:02.978 --> 00:22:05.987
Not that it isn't true, but with Neal, hey,

00:22:06.082 --> 00:22:08.575
he'd done his homework, you know.
He was ready.

00:22:08.745 --> 00:22:13.332
Okay, so that's the plan. What do
you think? Any questions? Concerns?

00:22:13.483 --> 00:22:15.565
It's going to be tight, that's for sure.

00:22:15.590 --> 00:22:20.317
I know. But I think we can pull it off.
Steve, what about you?

00:22:20.897 --> 00:22:24.335
I don't know. I think there
might be some holes in this.

00:22:24.360 --> 00:22:25.928
I need more time to think about this.

00:22:25.953 --> 00:22:29.678
Tell you what, can you do me a
favor? Actually, the both of you.

00:22:29.731 --> 00:22:32.375
Just take 30 seconds, look
through the list one more time,

00:22:32.400 --> 00:22:34.664
and put a check by the things
you've got questions about

00:22:34.689 --> 00:22:36.285
or you need more information on.

00:22:36.310 --> 00:22:38.998
Instead of taking anymore of your
time, I'll take those with me

00:22:38.999 --> 00:22:41.923
and see if I can't flesh out those
parts of the plan some more.

00:22:41.948 --> 00:22:43.569
Alright. Yeah, I can live with that.

00:22:43.570 --> 00:22:47.283
Great. I'll stop back at say,
ah, 4:45 today to review.

00:22:47.308 --> 00:22:50.304
I think they really appreciated
the fact that I was prepared,

00:22:50.329 --> 00:22:53.273
that I acknowledged the other
priorities they were dealing with,

00:22:53.298 --> 00:22:55.260
and that I could tailor
the message in a way that

00:22:55.285 --> 00:22:59.631
helped them understand what needed to
happen and why in a minimum amount of time.

00:22:59.872 --> 00:23:02.268
That really helped me get things
started off on the right foot.

00:23:02.293 --> 00:23:06.039
Things pretty much just went
off without a hitch after that.

00:23:21.016 --> 00:23:23.310
So, what's the point here?

00:23:23.600 --> 00:23:28.137
Well, it's that life really is
a series of presentations.

00:23:28.272 --> 00:23:32.613
We make presentations hundreds of
times everyday. On the phone,

00:23:32.638 --> 00:23:36.826
face-to-face in the hall or waiting for
a document to come off the printer,

00:23:36.851 --> 00:23:41.355
or even those more formal team meetings
or presentations to customers.

00:23:42.014 --> 00:23:46.708
You know what they all have in common?
They're all opportunities to

00:23:46.709 --> 00:23:50.182
communicate and get our
points across effectively.

00:23:50.249 --> 00:23:53.398
And to make sure we're
successful, we need to...

00:23:53.423 --> 00:24:00.200
Prepare... Outline our intent...
Involve our audience...

00:24:00.887 --> 00:24:07.766
Narrow the focus of our message... and
constantly tailor our presentation.

00:24:08.390 --> 00:24:12.404
You know, this isn't something we
just instantly become good at.

00:24:12.429 --> 00:24:15.308
We have to work at it
until it becomes a habit.

00:24:15.333 --> 00:24:18.071
But, believe me, it's worth the effort.

00:24:18.298 --> 00:24:22.684
Because the things I've talked about
today help us cut through the clutter

00:24:22.709 --> 00:24:28.031
and information overload, get people's
attention, and make sure they understand

00:24:28.056 --> 00:24:31.429
where we're coming from
and why they should care.

00:24:31.529 --> 00:24:37.134
Bottom line - no matter what the situation
- when we make effective presentations,

00:24:37.159 --> 00:24:42.502
we're going to inspire, inform and
influence people to take action.

00:24:42.589 --> 00:24:46.945
And that means we're going to get
the results we're all looking for.

00:24:46.970 --> 00:24:49.251
Hey Sam, see you at the presentation.

