NBA_578___4spring2007 - Preparing for the Interim Report...

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Preparing for the Interim Report NBA 578
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2 Phase V - The Interim Report Uses storyboards to communicate Provides status on project progress Communicates findings to that point Surfaces issues which need resolution or decisions Previews alternative solutions The interim report (s) is a crucial part of client management and communication…
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3 Flaws in Decision Making Squeaky wheel Most recent input First input Single point estimate Past decisions can’t be changed Group decisions end up at the least controversial conclusion Genuflecting to the client’s point of view Blind application of best practice
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4 Phase V - Purpose of Storyboards Define the end-point Conceptualize Define Refine Working tool to test thinking Articulate your hypotheses Stimulate creativity Test hypotheses and share data and insights Focus data gathering and analysis Test your logic diagram Refine your hypotheses Communicate with the client Be sure the client is on board – no surprises Takes the client through the discovery process Effective visual presentation of data Convince the client to take action Tell a story
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5 Phase V - Storyboards Tell a Story They tell the story of your engagement so far Interim presentation Agenda Objectives Approach Findings Preliminary conclusions Issues Next Steps
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6 Phase V - Format of Storyboards Most firms use a standard format Advantages of a standard format Audience knows how to read them Provides a ready made format to use Promotes efficiencies Establishes quality branding Common format Headline Roadmap cue Head Bullet (main point) Sub-bullet (sub-point) Dashes (sub-sub-point) Tag Lines – tell the implications or highlight the so what?
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7 Phase V - Key Format Tips Good headlines focus attention of the page’s main point Brief point A hook drawing attention Headlines alone should tell a story Text tells the complex, detailed story Complex materials need simplification Logical order Diagrams Key messages should be simple
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NBA_578___4spring2007 - Preparing for the Interim Report...

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