Case Studies

Team Presentation Coaching

The teams for the larger deal size finals presentations were made up of 5-7 people drawn from various roles within the global retirement plan organization. Their goal was to increase their win ratio by ten percent.

The organization had surveyed prospects (usually a committee) that had NOT selected them after a round of finals presentations. They learned that the finals presentation teams needed to be:

More emotionally available when presenting and therefore more relationally connective with their audience. i.e. less stiff and formal
A cohesive presentation team e.g. be in it together, have each other’s backs, etc
Able to read the audience and adjust their presence and presentation when needed
Be more congruent in content, voice and body language. For example, if you say you are passionate about what you do, show it!

OLG worked with finals team participants in a series of hybrid training and coaching sessions. Using exercises, experiential activities, role plays and live coaching, we helped them:

Learn how to quickly create a warm and available team dynamic
Engage the audience with warmth and empathy
Introduce themselves individually and collectively in a way that aligns with the finals’ audiences needs
Transition to one another in a credibility building and engaging manner
Be congruent in what they say and how they say it

Methodology: Virtual and in-person training and coaching. Recording of presentations and playback with coaching. Coaching intact presentation teams as they prep for a finals presentation.

Team Presentation Coaching

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