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:

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:

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.