Get Tability: OKRs that don't suck | Learn more →

10 strategies and tactics for Presentation

What is Presentation strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Crafting the perfect Presentation strategy can feel overwhelming, particularly when you're juggling daily responsibilities. That's why we've put together a collection of examples to spark your inspiration.

Transfer these examples to your app of choice, or opt for Tability to help keep you on track.

How to write your own Presentation strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Presentation strategy examples

You will find in the next section many different Presentation tactics. We've included action items in our templates to make it as actionable as possible.

Strategies and tactics for growing Sales and Market Penetration for IMZ Corporate's IoT Solutions

  • ⛳️ Strategy 1: Enter the state excise departments market

    • Conduct market intelligence in Maharashtra, Jharkhand, Karnataka, and Kerala
    • Develop hyper-localized solution templates based on collected data
    • Map region-specific pain points to showcase immediate value
    • Create a narrative highlighting technological disruption in liquor supply chain management
    • Develop predictive analytics demonstrating cost savings beyond traditional tracking
    • Design cost-effective pilot programs with minimal client investment
    • Implement a 'Zero-Risk Pilot Program' with performance-linked pricing
    • Create transparent, data-driven ROI calculators
    • Offer flexible implementation models allowing modular scaling
    • Provide complimentary initial security and efficiency audits

  • ⛳️ Strategy 2: Target food corporations for market penetration

    • Identify Jharkhand Food Corporation as strategic entry point
    • Evaluate target based on openness to technological innovation and existing challenges
    • Develop a comprehensive digital security ecosystem extending beyond traditional tracking
    • Design modular solutions adaptable to various organisational complexities
    • Integrate machine learning algorithms for predictive loss prevention
    • Create user-friendly dashboards for real-time insights
    • Establish trust through transparent technological demonstrations
    • Offer phased implementation with clear milestone-based achievements
    • Provide continuous support and commit to technology evolution
    • Establish collaborative feedback mechanisms for improvement

  • ⛳️ Strategy 3: Penetrate the railway sector with innovative IoT solutions

    • Identify critical security and operational pain points in railway logistics
    • Develop comprehensive security solutions exceeding traditional tracking
    • Create a technology sandbox for continuous solution refinement
    • Integrate multiple tracking technologies including GPS, RFID, and AI-powered analytics
    • Develop predictive maintenance and security algorithms
    • Create a unified monitoring platform with intuitive interfaces
    • Ensure AIS 140 compliance with additional innovative features
    • Leverage academic and research partnerships to bolster credibility
    • Obtain necessary certifications and security clearances
    • Demonstrate technological superiority through live pilot programs
market-penetrationiot-solutionsmarket-researchertechnology-analystsales-teamtechnology-innovation-team
Implement these strategies

Strategies and tactics for enhancing Myntra's New Year Sale Strategy

  • ⛳️ Strategy 1: Leverage influencer marketing

    • Identify top fashion influencers whose audience aligns with Myntra's target demographic
    • Negotiate partnerships with influencers for promoting the sale leading up to and during the event
    • Create exclusive discount codes for influencers to share with their followers
    • Collaborate with influencers on Instagram reels and TikTok videos highlighting flash sales items
    • Host live shopping sessions on Myntra's social media with influencers
    • Develop a hashtag campaign encouraging users to share their purchases with influencer endorsements
    • Use influencers to tease upcoming sale events and items to their followers ahead of the sale
    • Measure engagement and sales conversions from influencer-driven traffic
    • Analyse influencer content performance to refine future campaigns
    • Ensure timely and consistent influencer postings throughout the sale period

  • ⛳️ Strategy 2: Implement a personalised recommendation engine

    • Enhance the app's AI algorithms to deliver personalised product suggestions based on user history
    • Create dynamic landing pages that adjust to user preferences during the sale
    • Use push notifications to alert users about tailored deals matching their interests
    • Incorporate a 'trending now' section on the app to showcase popular items
    • Develop a rewards system for users who interact with personalised recommendations
    • Monitor user behaviour to continually refine product suggestions
    • Offer additional incentives for users who purchase from recommended lists
    • Include customer reviews and ratings in recommendation displays to boost confidence
    • Utilise email marketing campaigns highlighting recommended products during the sale
    • Continuously gather feedback to improve the accuracy and effectiveness of recommendations

  • ⛳️ Strategy 3: Create a post-sale engagement initiative

    • Launch a loyalty programme that rewards users for post-sale purchases
    • Host a feedback campaign post-sale offering incentives for completed surveys
    • Introduce a referral programme encouraging users to invite friends with exclusive benefits
    • Offer time-limited discounts or bonus points for future purchases post-sale
    • Develop follow-up email campaigns with curated content based on purchased items
    • Engage users through a social media challenge showcasing post-sale styling ideas with their purchases
    • Organise a post-sale online event where users can interact with fashion experts for style advice
    • Prepare content such as blogs or videos that keep users engaged with the Myntra community
    • Provide exclusive previews or early access to upcoming collections for sale participants
    • Analyse post-sale data to identify key patterns and inform future retention strategies
influencer-marketingpersonalized-recommendationssocial-media-managerdata-analystmarketing-teamcustomer-experience-team
Implement these strategies

Strategies and tactics for boosting participation and loyalty for Myntra's New Year Sale

  • ⛳️ Strategy 1: Run targeted social media campaigns

    • Identify key social media platforms with high user interaction
    • Create engaging and visually appealing content tailored for each platform
    • Implement a referral program with incentives for sharing sale information
    • Collaborate with popular influencers to expand reach
    • Use social media stories and polls to interact with the audience
    • Launch countdown posts that build up excitement for the sale
    • Offer exclusive previews or sneak peeks to followers on social media
    • Utilise hashtags strategically to increase discoverability
    • Monitor and respond to user comments to boost engagement
    • Analyse campaign performance and adjust tactics in real-time

  • ⛳️ Strategy 2: Enhance app features for a seamless shopping experience

    • Introduce a wishlist feature for users to save desired items pre-sale
    • Implement personalised recommendations based on browsing history
    • Ensure app interface is user-friendly and navigable
    • Provide real-time notifications about flash deals and limited offers
    • Offer in-app games or contests related to New Year themes
    • Facilitate easy payment options with exclusive discounts for app users
    • Enable social sharing options for users to share their purchases
    • Introduce a points or rewards system for consistent app engagement
    • Integrate quick customer support within the app for assistance
    • Regularly update and test app performance for reliability

  • ⛳️ Strategy 3: Implement a post-sale engagement and loyalty program

    • Send personalised thank-you messages and surveys post-purchase
    • Offer exclusive post-sale discounts for frequent shoppers
    • Create a loyalty program with tiered rewards and benefits
    • Send regular updates about new collections and brand offers
    • Host online events with style tips and fashion advice
    • Invite users to beta test new app features or product lines
    • Share user-generated content to build community engagement
    • Offer periodic challenges with prizes that improve user loyalty
    • Run Retargeting campaigns to bring back inactive users
    • Analyse churn rates and gather feedback to understand drop-offs
social-medialoyalty-programmarketing-specialistapp-developermarketing-teamdevelopment-team
Implement these strategies

Strategies and tactics for implementing a comprehensive cyber wellness programme

  • ⛳️ Strategy 1: Build and train a dedicated team

    • Identify and select team members for the cyber wellness initiative
    • Conduct a kickoff meeting with the identified members in January 2023
    • Organise the first ambassador training in February 2023
    • Coordinate continuous ambassador training sessions annually each March
    • Schedule regular team meetings to track progress and discuss new initiatives
    • Encourage participation in external cyber wellness training and seminars
    • Develop a curriculum and training materials for ambassadors
    • Create opportunities for team members to lead sessions or seminars
    • Provide ongoing feedback and support to ambassadors
    • Recognise and reward team and ambassador achievements yearly

  • ⛳️ Strategy 2: Engage in creative awareness campaigns

    • Launch a new cyber wellness logo by April 2023
    • Introduce and present certificates to ambassadors in May 2023
    • Host a logo, bookmark, and sticker design competition annually starting 2024
    • Organise assemblies to spread awareness on significant dates like Safer Internet Day
    • Coordinate with 'King Maker' for impactful assembly programmes
    • Develop and distribute cyber wellness classroom posters annually
    • Conduct video and art competitions to engage students in cyber wellness topics
    • Utilise pop-up booths to provide hands-on information and resources
    • Use social media to share student work and programme successes
    • Create an online hub or website for resources and information access

  • ⛳️ Strategy 3: Incorporate cyber wellness into curriculum

    • Integrate cyber wellness topics into regular class activities beginning February 2024
    • Design age-appropriate learning modules for various years
    • Leverage monthly assemblies to reinforce cyber wellness learning
    • Collaborate with teachers to align cyber wellness topics within subject curricula
    • Implement a Digital Literacy Week to focus solely on cyber wellness activities
    • Customise activities for special events like Safer Internet Day
    • Include real-world examples and case studies in lessons
    • Ensure that cyber wellness content is updated regularly with current events
    • Create reflection exercises or journals for students to record their learnings
    • Evaluate and adapt the curriculum based on feedback and success metrics
cyber-wellnessengagementteam-leaderambassadortraining-teamawareness-campaign-team
Implement these strategies

Strategies and tactics for analyzing Hosting Strategy Presentation

  • ⛳️ Strategy 1: Clarify the Purpose

    • Identify the main message you want to convey in the executive summary
    • Ensure the slide highlights the key benefits and implications of your hosting strategy
    • Summarise the overall business impact of the hosting strategy in one to two sentences
    • List the key objectives your hosting strategy aims to achieve
    • Highlight any critical considerations or challenges addressed within the strategy
    • Ensure there is a clear call to action or next steps for the executives to consider
    • Define any strategic partnerships or resources needed for successful implementation
    • Include a concise statement of how success will be measured
    • Provide a high-level forecast or expected outcome of implementing the strategy
    • Ensure the design layout allows for clear visibility and comprehension of the information

  • ⛳️ Strategy 2: Condense Information

    • Review the slide for any extraneous or redundant information that can be removed
    • Break down complex information into simpler, concise bullet points
    • Use clear and succinct language that is easily digestible by all audience members
    • Limit the slide to a maximum of five to seven key points to avoid information overload
    • Ensure each point is directly relevant to the overarching goals outlined in the presentation
    • Use visuals or icons where applicable to convey key points without additional words
    • Ensure your text size and font are legible for all audience members
    • Create a logical flow from point to point, concluding with a strong summary
    • Ensure the slide adheres to any existing guidelines for brand consistency
    • Prepare notes to elaborate further on each point during the presentation

  • ⛳️ Strategy 3: Engage the Audience

    • Incorporate a compelling headline or anecdote to capture attention at the start
    • Address the interests and concerns of the executive audience specifically
    • Include data or metrics that are significant to the audience, reinforcing the strategy's value
    • Present real-world examples or case studies that illustrate potential outcomes
    • Highlight competitive advantages gained from the hosting strategy
    • Mention any recognised industry standards or practices that are being met or exceeded
    • Reiterate how the strategy aligns with broader company objectives and vision
    • Invite questions or feedback, showing openness to collaboration and input
    • Conclude with a strong and motivating closing statement that relates to the audience
    • Practice delivering the slide with emphasis on key points to ensure audience engagement
presentationexecutive-summaryexecutivepresenterstrategy-teamdesign-team
Implement these strategies

Strategies and tactics for streamlining the HR process

  • ⛳️ Strategy 1: optimize recruitment processes

    • Conduct a comprehensive review of the current recruitment process
    • Identify key areas that need improvement
    • Develop a standardised recruitment workflow
    • Implement digital tools for applicant tracking
    • Establish relationships with recruitment agencies
    • Create a talent pool database
    • Train hiring managers on effective interviewing techniques
    • Set measurable recruitment targets
    • Streamline job advertisement procedures
    • Review and refine candidate feedback processes

  • ⛳️ Strategy 2: enhance learning and development

    • Assess current learning and development programmes
    • Identify skill gaps within the team
    • Develop a strategic training plan
    • Utilise e-learning platforms for flexible learning options
    • Schedule regular workshops and seminars
    • Implement mentorship and coaching programmes
    • Create individual development plans for employees
    • Track and measure training effectiveness
    • Encourage knowledge sharing sessions
    • Update and maintain a library of learning resources

  • ⛳️ Strategy 3: reform performance appraisal processes

    • Conduct a review of the existing performance appraisal system
    • Identify and eliminate biases in performance evaluations
    • Develop clear performance metrics
    • Implement continuous performance feedback mechanisms
    • Train managers on effective performance discussions
    • Schedule regular performance check-ins for employees
    • Link performance appraisals to career development plans
    • Modernise performance appraisal tools
    • Ensure alignment of appraisals with company goals
    • Communicate appraisal outcomes transparently
recruitment-optimizationperformance-appraisalhuman-resources-managertalent-acquisition-specialisthr-teamlearning-and-development-team
Implement these strategies

Strategies and tactics for proposing an Innovative Investment Portfolio Strategy

  • ⛳️ Strategy 1: Develop a data-driven portfolio strategy

    • Conduct a comprehensive analysis of market trends and historical data
    • Utilise quantitative metrics such as Sharpe Ratio and standard deviation
    • Apply Modern Portfolio Theory to optimise asset allocation
    • Identify a target audience and tailor the strategy to their needs
    • Develop a risk management framework leveraging diversification and hedging
    • Create sample portfolios to demonstrate potential improvements in returns
    • Design visually appealing charts and graphs to illustrate data findings
    • Prepare a revenue model highlighting potential income streams from the strategy
    • Define unique selling propositions that differentiate the strategy
    • Rehearse the presentation, focusing on engaging storytelling and compelling visuals

  • ⛳️ Strategy 2: Create a tech-enabled investment solution

    • Research existing investment apps to identify gaps and opportunities
    • Design a user-friendly interface for a potential app or digital tool
    • Integrate popular investment models like asset allocation into the app
    • Employ a developer to ensure robust and secure technology foundation
    • Incorporate features that assist users with portfolio rebalancing
    • Estimate the potential financial impact of the solution using feasibility analysis
    • Communicate the core value proposition centred on innovation and ease of use
    • Outline a marketing plan with strategies to reach target demographics
    • Assign team roles, ensuring each member contributes to the project
    • Practice delivering a concise and persuasive pitch to invite interest

  • ⛳️ Strategy 3: Implement a socially responsible investment strategy

    • Identify investment opportunities aligned with ESG (Environmental, Social, Governance) criteria
    • Analyse the impact of socially responsible investments on portfolio performance
    • Develop evaluation metrics to assess the social impact alongside financial returns
    • Craft an educational narrative explaining the relevance of responsible investing
    • Select case studies to demonstrate successful socially responsible investments
    • Use quantitative analysis to underline the viability of the strategy
    • Develop a compelling unique selling proposition focusing on ethical investing
    • Prepare detailed slides highlighting the dual benefit of financial and social returns
    • Train the team in clear communication of the benefits of this strategy
    • Plan a persuasive closing pitch reiterating the importance and feasibility of sustainable investments
investmentdiversificationportfolio-managerapp-developerinvestment-analysis-teammarketing-team
Implement these strategies

Strategies and tactics for developing a customer success strategy presentation

  • ⛳️ Strategy 1: Identify customer needs and expectations

    • Conduct customer surveys to gather feedback
    • Evaluate customer feedback and identify common themes
    • Create customer personas based on survey feedback
    • Schedule interviews with key customers for deeper insights
    • Research industry trends influencing customer expectations
    • Document customer journey for clarity on interaction points
    • Analyze competitor strategies for unique value propositions
    • Prioritise addressing the most common customer needs
    • Consult with customer service teams for frontline insights
    • Set up continuous feedback loops for ongoing insights

  • ⛳️ Strategy 2: Craft compelling presentation content

    • Outline the structure of the presentation for clarity
    • Develop a concise mission statement for customer success
    • Include customer testimonials to build credibility
    • Use data visualisations to highlight key statistics
    • Create case studies showcasing successful customer outcomes
    • Highlight current successes with clear metrics
    • Incorporate company goals aligned with customer success
    • Address common challenges and plans to overcome them
    • Emphasise the role of the customer success team
    • Draft a compelling call-to-action for your audience

  • ⛳️ Strategy 3: Deliver an engaging presentation

    • Select appropriate presentation tools for visual impact
    • Rehearse presentation to ensure confident delivery
    • Use storytelling techniques to relate to the audience
    • Incorporate interactive elements like polls or Q&As
    • Set clear agendas and objectives for the presentation
    • Engage with audiences through personalised content
    • Solicit feedback during and after the presentation
    • Provide handouts or summaries for audience retention
    • Follow up with additional resources post-presentation
    • Measure presentation success through attendee feedback
customer-satisfactionpresentation-strategycustomer-success-managermarket-researchercustomer-service-teammarketing-team
Implement these strategies

Strategies and tactics for increasing brand awareness and bookings for Oppam

  • ⛳️ Strategy 1: Leverage social media marketing

    • Create engaging and informative content about couple therapy on social media platforms
    • Collaborate with influencers in the mental health and relationship niches to reach a wider audience
    • Utilise targeted ads on platforms like Instagram and Facebook to reach potential clients interested in couple therapy
    • Host live Q&A sessions with therapists to engage with followers and answer common questions about couple therapy
    • Share testimonials and success stories from satisfied clients to build trust and credibility
    • Implement social media contests or giveaways to increase engagement and follower count
    • Develop a consistent posting schedule to maintain visibility and engagement
    • Utilise Instagram and Facebook Stories to highlight different aspects of couple therapy services
    • Use analytics tools to track engagement and adjust strategies based on data
    • Create and join relevant online communities or groups to share expertise and increase brand visibility

  • ⛳️ Strategy 2: Optimise website and search engine presence

    • Ensure the website is mobile-friendly and optimised for user experience
    • Implement search engine optimisation (SEO) techniques to improve search engine rankings
    • Create informative blog content focused on couple therapy topics to drive organic traffic
    • Utilise pay-per-click (PPC) advertising to increase visibility in search engine results
    • Add clear calls-to-action on the website to encourage bookings and inquiries
    • Regularly update website content to keep it fresh and relevant for search engines
    • Utilise local SEO strategies to attract clients from nearby regions
    • Incorporate client reviews and testimonials on the website to build trust
    • Set up a Google My Business profile to improve local search presence
    • Analyse website traffic data to understand visitor behaviour and optimise accordingly

  • ⛳️ Strategy 3: Partner with complementary businesses

    • Identify complementary businesses such as wedding planners, relationship coaches, or family lawyers for potential partnerships
    • Create cross-promotional content with partners to reach new audiences
    • Offer exclusive discounts or packages in collaboration with partners to attract clients
    • Develop referral programs with partners to encourage mutual client referrals
    • Host joint workshops or webinars on relationship and couple therapy topics
    • Feature partners on the Oppam website and social media platforms to build credibility
    • Participate in local events or fairs together to increase brand visibility
    • Share guest blog posts between Oppam and partners to leverage each other's audience
    • List Oppam in partner newsletters or email campaigns to engage potential clients
    • Evaluate the effectiveness of partnerships and adjust strategies based on results
brand-awarenessbookingssocial-media-managerseo-specialistmarketing-teampartnership-team
Implement these strategies

Strategies and tactics for developing a Third Party Risk Management Strategy for Presentation

  • ⛳️ Strategy 1: Assess current third party risk management practices

    • Conduct an internal audit of existing third party risk management practices
    • Identify gaps and weaknesses in current procedures
    • Gather data on past third party incidents and their impacts
    • Analyse market trends in third party risk management
    • Consult with team members for insights and suggestions
    • Research best practices in the industry
    • Review contractual agreements with third parties
    • Evaluate the effectiveness of current risk assessment tools
    • Benchmark against competitors and industry peers
    • Compile findings into a structured report

  • ⛳️ Strategy 2: Implement an enhanced third party risk evaluation process

    • Develop a standardised risk assessment checklist for third parties
    • Implement a tiered evaluation system based on risk levels
    • Introduce automated tools for continuous monitoring
    • Set up a risk scoring model to quantify potential risks
    • Train team members on the new evaluation process
    • Incorporate due diligence processes at the outset of third party engagements
    • Establish regular review cycles for high-risk third parties
    • Develop contingency plans for critical third party failures
    • Create a feedback loop for ongoing process improvement
    • Document the enhanced process and share with stakeholders

  • ⛳️ Strategy 3: Communicate and train on the revised risk management framework

    • Schedule a workshop for key stakeholders to introduce the strategy
    • Create training materials and resources on third party risk management
    • Develop a communication plan for ongoing updates
    • Identify champions within different departments to support the initiative
    • Schedule regular training sessions for new and existing staff
    • Use real-life case studies to highlight potential risks and consequences
    • Solicit feedback from participants to refine training content
    • Engage with third parties to align their understanding of risk expectations
    • Establish performance metrics to measure training effectiveness
    • Regularly update training content to reflect changes in risk landscape
risk-managementthird-party-evaluationrisk-managercompliance-officerrisk-management-teamaudit-team
Implement these strategies

How to track your Presentation strategies and tactics

Having a plan is one thing, sticking to it is another.

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

Table of contents
Copyright © 2024 Tability