How To Deliver a Project Presentation Like a Pro

Use this guide to wow your audience with a project presentation that’s both engaging and effective.

Planning a project from beginning to end is already a huge endeavor, but what about presenting it to stakeholders or clients to get their support?

You have to be informative and engaging all while delivering your presentation as concisely as possible—that, or you risk losing the attention of your audience (and potentially their buy-in).

To that end, it’s imperative to cover the most valuable aspects of your project plan and do so in a way that resonates with your specific audience. Below we’ll share what an effective project presentation entails and outline a step-by-step process to delivering a creative, show stopping one of your own.

Steps for delivering a project presentation

Delivering a successful project presentation can be intimidating, but—with some preparation—it doesn’t have to be. Breaking the presentation down into its component parts to map out details and rehearse ahead of time will leave you feeling confident and ready when it’s time to step up to the podium.

Step #1: Set SMART goals

Setting SMART goals means setting goals that are Specific, Measurable, Attainable, Relevant, and Time-bound. In the context of project management, SMART goals will help you go beyond merely stating your final objective and instead outline how you’ll get there.

For example, let’s say the aim of your project is to increase customer retention. That’s a worthy goal, but what actions will you take to achieve it? By how much do you want to increase retention? On what channels will this take place and over what timeframe?

Here’s how SMART goal setting can help answer some of these questions.

Specific

While increasing your customer retention is a worthy goal in and of itself, a SMART version of that goal would include more detail e.g., “Increasing customer retention through improvements to our website’s user experience.”

Measurable

Making your goal measurable ensures you have key performance indicators (KPIs) that you’re tracking towards. This allows you to map all your actions back to increasing those KPIs which, if selected properly, will feed back into your now-specific goal.

Examples include:

• Increasing website traffic by 30%

• Achieving a 25% bounce rate

• Attracting 500 email signups from home page calls to action

Attainable

Making sure your goals are attainable is an important aspect of SMART goal setting as it ensures you’re working towards something you can actually achieve. This helps you better track progress along the way and avoids wasting time and effort on unrealistic objectives.

For instance, it’s much more attainable to say you will grow your website’s traffic 30% through user experience improvements than it is to say your website will become number one in your vertical or industry.

The first goal is a metric to track towards whereas the second goal is a pie in the sky ideal that may be possible but isn’t the most useful for goal setting.

Relevant

Do your project goals ladder up to your organizational goals? This question is especially important if you’re seeking buy-in from internal stakeholders. You need to be able to demonstrate that what you’re doing will contribute to their interests and, more importantly, the business’ at large.

Time-bound

Revisiting our example, a time-bound goal would be to “increase website traffic by 30% year over year through user experience improvements, targeting a 3% uptick in traffic each month.”

This is a good SMART goal because it states what you’re trying to accomplish, how you’re going to do it, over what time frame, and it also builds in a micro goal to shoot for over the course of the overall project. This micro goal—if you notice—is also slightly more aggressive than simply dividing your yearly target by the number of months.

Step #2: Lay out your project plan

Now that you’ve set SMART goals, the next step in presenting your project is to determine how you’ll lay out your project plan. This plan will take the form of the three main sections of your presentation:

1. Introduction and thesis statement

2. Body

3. Conclusion and key takeaways

This will allow you to clearly communicate the overall goal of the project in the beginning, preferably with a hook that captivates your audience. Following this with a snapshot of your main points will let your audience move into the body of your presentation interested in what you have to say and aware of the key takeaways right from the beginning.

You’ll follow this with the bulk of the presentation dedicated to details e.g., micro goals, the project scope and methodology, milestones, deliverables, the schedule, and things like necessary resources and budget estimates.

Your conclusion will restate your main goal and also reoffer the key takeaways that encapsulate the most important and compelling parts of your presentation. If the goal is to earn stakeholder buy-in or approval from a client, this final step is crucial. You want your audience to leave with the sense they know exactly what you’re trying to do and what it will accomplish for them.

Step #3: Introduce cross-team dependencies

In a complex project, things often need to happen in a certain order to pave the way for subsequent tasks. One way to help determine the most optimal order is to map out your project’s critical dependencies. While there are various types of dependencies, we’ll focus on cross-team dependencies here.

A cross-team dependency is the relationship between work created by different functions that determines the order work tasks must be performed i.e., tasks that need to be completed for other tasks to become possible. Examples include developing and creating assets before they can be posted to social media channels or writing web copy prior to a site being published.

The reason this is important to be aware of from the outset is that it helps stakeholders better understand the project timeline, allows contributors to appropriately prioritize tasks, and establishes a dialogue between key players of the project before it gets started in earnest.

Step #4: Review project phases

Having laid out your project plan and determined critical team dependencies, you can now review the phases of your project and map out how you’ll cover them in your presentation.

These phases include the following:

• Initiating: The bulk of your work so far has been in the project initiation phase, including determining SMART goals and identifying dependencies. This also refers to details like project scope and clarifying budget and time constraints.

• Planning: The planning phase covers the “how” of your project. As part of your presentation it’s important to outline project milestones, a proposed project timeline, and when and how stakeholders will communicate during the project.

• Executing: This phase covers how your project will be executed e.g., ongoing costs, incorporating feedback, and communicating with team members. This is where tools like a Gantt chart come in handy (which we’ll cover shortly).

• Closing: This is when you’ll track and report results then conduct an after-action assessment to see how your project performed against your goals. This phase will likely receive the least amount of time during your presentation.

It’s not necessary to cover each of these phases explicitly as part of your presentation, but it is important to discuss the elements that will help clarify details, answer questions, and relay information that’s relevant to your audience.

Step #5: Leave time for Q&A

Lastly, make sure to leave time for questions from your audience at the end of your presentation. You’ll have covered a lot of key details, and—while the way you’ve laid out the presentation ensures you shared everything relevant (right?)—there will likely still be clarifying questions.

Try to anticipate these questions and have answers prepared or at least be ready to address them with next steps you’ll take to determine the answers. If you’ve done a good job, people will be excited to engage with you on these details.

Creative ways to present a project

Just as important as the content of your presentation—perhaps even more so—is the way you present it. Here are some of the more creative and effective ways to visualize your project presentation.

Gantt chart

A Gantt chart is a type of bar chart that helps visualize a project schedule, including elements like dependencies, the current status of the schedule, and how task timelines overlap with one another. Activities are listed in a column on the left side of the chart and along the top of the chart is a suitable time frame for completion^[1].

While this is perhaps the most recognized way to display a project timeline, you may or may not have all the elements ready by the time your presentation is set to occur. If you do, however, this is an informative and visually appealing way to relay your project plan.

An example of a Gantt chart from Instagantt (Source)

Slide deck

A simple and elegant approach to slide deck creation is using Guy Kawasaki’s 10/20/30 approach i.e., 10 slides over 20 minutes with a font that’s at least 30 points^[2]. This method ensures you’re not overloading your audience with information while presenting it in a way that’s easy to view and understand. Make sure to leverage visuals to support your text as well.

Presentation software

Lastly, presentation software is an excellent option to consider especially if your presentation will be delivered remotely. Many solutions include tools to pin the presenter’s camera, present content of any type, or highlight and draw attention to on-screen elements in real time.

Many presentation tools also feature practice modes which allow you to rehearse your presentation ahead of time, recording and timing the result for review. This is especially important if you’re speaking in front of a large group or have a lot of information to cover in a short amount of time. 

An example of presentation software from Reactiv SUITE (Source)

Capterra tools & tips: Putting it all together to deliver a stellar project presentation

Following these five steps and choosing an engaging presentation method that works for you will nearly guarantee that your project presentation is well received by your stakeholders or clients. Armed with the actionable tips at the end of each step to get you started, you’re now poised to create and deliver a project presentation that’s sure to earn you the buy-in you need.

Note: The screenshots of applications included in this article are examples to show a feature in context and are not intended as endorsements or recommendations.