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How to Prepare and Deliver an Effective Briefing Xavier de Souza Briggs Department of Urban Studies + Planning Course 11.914: Planning Communication Spring 2007

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Briefing How-To Slide 1

How to Prepare and Deliveran Effective Briefing

Xavier de Souza BriggsDepartment of Urban Studies + Planning

Course 11.914: Planning CommunicationSpring 2007

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Briefing How-To Slide 2

The tasks

Know your audienceBe clear on the purpose(s) of the briefing and the context (location, time, timing vis-à-vis decisions or actions that follow)Carry out your analysis and prepare recommendationsDecide on your core messagesStructure the briefing effectivelyCreate visual aids to help tell your storyPractice, practice, practiceDeliver responsively

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Briefing How-To Slide 3

1. Know the audience and context

Make-up: Race/ethnicity? Gender? Generation? Professional culture or affiliation? Size? Political attitudes or loyalties? Education level? Economic status?Context: How does your briefing fit into a sequence of analysis and action? Whose action?

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Briefing How-To Slide 4

2. Structuring: Linear is one way to go

Beginning

Middle

End

Summarize the IssueSupply the recommendations

Craft the analysisAnalyze the issueChoose a framework

Recap/Synthesis/ Next Steps

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Briefing How-To Slide 5

Begin with the end in mind

Purpose of the briefing

Recommendations

Roadmap – what structure do you use?

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Briefing How-To Slide 6

Middle: Presenting the analysis

Inductive Reasoning – Best ApproachPut the bottom line on topUse with receptive audiencesD = A + B + C

Deductive ReasoningBuild the case“Mystery novel” approach: what happens next?Use with hostile audiencesA + B + C = D

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Briefing How-To Slide 7

Middle: Choose a structure

Cause/EffectProblem/SolutionCategories or elements of the problemQuestions/AnswersChronological – historical background

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Briefing How-To Slide 8

Begin and end with your message

Highlight Major Points

Summarize Recommendations

Synthesize in light of problem/purpose

Outline next steps

Project ProgressChange Requests

IssuesOther Information

SYNTHESIZE

Status Report

Figure by MIT OCW.

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Briefing How-To Slide 9

Nonlinear: Hub-and-spoke structure

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Briefing How-To Slide 10

Overview

The hub-and-spoke is a well-tested structure for briefings aimed at busy decisionmakers.The “hub” is your core message(s), expressed in simple, action-oriented language. It’s the heart of what you want listeners to remember.The “spokes” are the components of the message, which lend supporting evidence or illustration.Each member of the team should be able to move the listener from hub to spoke (or vice-versa), as needed, at any point in the briefing.

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Briefing How-To Slide 11

Whatever structure you choose, you will need to tell the audience a story, in part with visuals …

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Briefing How-To Slide 12

3. Visual storytelling

The purpose of visual aids is to enhance comprehension and retention of important ideas. If a slide does not “aid” (truly add value), drop it.Except in highly design-oriented or marketing-oriented presentations, the main purpose is not to entertain the audience per se, though creating visual interest helps engage us.The visuals and spoken remarks should be well aligned. This is the concept of a “visual storyboard” (outline) to help you sync the two.

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Briefing How-To Slide 14

Creating the visual aids

Keep them simpleAverage attention spanper slide is 8 secondsMost audiences can handleabout 1 slide per minuteof briefing

Simplify technical concepts with metaphorThe stretching of vorticityis a difficult physical concept, but comparing it to a skater's conservation of momentum helps to clarify what we mean

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Briefing How-To Slide 15

Visual Arguments Need Evidence

Present evidenceTeach with evidenceConvince with evidence

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Briefing How-To Figure by MIT OCW. Slide 16

325

300

275

1955 1956

Before Stricter Enforcement

After Stricter Enforcement

Nearly all the important questions are left unanswered by this display:

Connecticut traffic deaths, Before (1955) and after (1956) stricter enforcement by the police against cars exceeding speed limit.

Graphics Must not Quote Data Out of Context

The data here lack context

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Briefing How-To Slide 17

This adds the context …

325

300

275

250

225

1951 1953 1955 1957 1959

A few more data points add immensely to the account:

Connecticut Traffic Deaths, 1951-1959

Figure by MIT OCW.

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This adds valuable comparison …

16

14

12

10

8

1951 1953 1955 1957 1959

New York

Massachusetts

Connecticut

Rhode Island

Traffic Deaths per 100,000 Person in Connecticut, Massachusetts, Rhode Island, and New York, 1951-1959

Figure by MIT OCW.Briefing How-To Slide 18

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Briefing How-To Slide 19

Image quality matters

Consider size: make images legible, intuitive, easily grasped Choose colors with care: simpler is often better (less distracting)Make quantitative data accessible: Use minimum 16-point font (general rule), use only the data you need.Don’t include inappropriate visuals and then apologize for them during the briefing.

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Briefing How-To Slide 20

Size: Make images legible

Image courtesy of the CIA <http://www.cia.gov>

CUBA lie de la Tortue North Atlantic Windward passage ocean

Port-de-PaixCap-Haitien

GonaivesGolfe de le Gonave

Saint-Marc Hinchelie de la Gonave

HispaniolaPORT-AU-PRINCEJeremie

MiragoaneLes Cayes Jacmel

Caribbean Sea Dominican Republic0 30 60 km

0 30 60 ml

Figure by MIT OCW.Figure by MIT OCW.

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Briefing How-To Slide 21

Consider colors: This is complex

JAPAN SEA

JAPAN

BASIN

YAMATO RIDGE

MURORAN

3500

3000

500

2000

2000

TREN

CH

R

ISE

2000

1000

HOKKAIDOVLADIVOSTOK

Metres

Metres

70006000

50004000

30002000

1000500

200

70006000

50004000

30002000

1000500

200Sea Level

Hyp

som

etric

/ Te

inte

s Hyp

som

etriq

ues

Area below sea level regions sous niveau de la mer

Bathym

etric Tints / Teintes Bathym

eriques

Figure by MIT OCW.

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Briefing How-To Slide 22

Simpler may be better …

JAPAN SEA

VLADIVOSTOK

BASIN

YAMATO RIDGE

YAMTO BASIN

JAPANMURORAN

TR

EN

CH

R

ISE

HOKKAIDO

3000

3500

3500

2000

2000

2000

1000

500

Figure by MIT OCW.

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Abbanat/ -- Effective Oral Presentations Slide 24

Make Data AccessibleContent

10.08.013.0

9.0

11.0

14.0

6.04.0

12.0

7.05.0

8.046.957.58

8.81

8.33

9.96

7.244.26

10.84

4.825.68

10.08.013.0

9.0

11.0

14.0

6.04.0

12.0

7.05.0

9.148.148.74

8.77

9.26

8.10

6.133.10

9.13

7.264.74

10.08.013.0

9.0

11.0

14.0

6.04.0

12.0

7.05.0

7.466.7712.74

7.11

7.81

8.84

6.085.39

8.15

6.425.73

8.08.08.0

8.0

8.0

8.0

8.019.0

8.0

8.08.0

6.585.767.71

8.84

8.47

7.04

5.2512.50

5.56

7.916.89

10 20

5

10

5 15 10 205 15

10 20

5

10

5 15 10 205 15

X Y X Y X Y X Y

I II III IV

Figure by MIT OCW.

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Briefing How-To Slide 24

Focus on the overall composition

What is the eye drawn to?Where does the reader want to focus?“Less is more”: use a few simple elements to make a point

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Briefing How-To Slide 26

Message content: Emotional arguments

Use them sparingly, consider the audience’s receptivenessHave a single messageAppeal to our valuesCreate emotion: Outrage? Wonder? Delight?Move us to actionInclude evidence and examples (reason + emotion = powerful persuasion)

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Briefing How-To Slide 29

4. Deliver the briefing

Focus and center yourselfShow enthusiasm for your subjectBe yourself—don’t imitate others’ stylesDon’t read us a script—memorize your main points, keep notes at hand if you like.Project your voice so we can hear and engage with the topic

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Briefing How-To Slide 30

Preparing and handling questions

Preparing: What doubts is the listener likely to have? Where will they want details or extra evidence? Where might they challenge us?During the briefing: Listen carefully. If you’re unsure about the question, summarize it and checkListen actively (nod, make eye contact, acknowledge)Answer the question and move onSay you don’t know if you don’t knowState that you will gather and provide answers later, if necessary

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Briefing How-To Slide 31

Rehearse

Practice and time the briefing at least three (3) timesGet feedback

Content: Is it clear? What’s persuasive and what’s not?Structure: Is it working for you? Is there a better way?Delivery: Is your body supporting the message or distracting the audience? Voice effective?What are the main ways we can improve?

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Rehearse

If on the sidelines: maintain professional composure.If speaking, channel your energy, avoid distracting gestures.

NON-VERBAL COMMUNIATION

SPEAKS LOUDLY

Figure by MIT OCW.

Briefing How-To Slide 32

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Briefing How-To Slide 34

Connect with the audience

Use the terms that your audience knowsUse examples to explain new ideasEngage the audience

Establish eye contact; look at people not the screenUse friendly hand gesturesSpeak to specific individuals if you know them

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Briefing How-To Slide 35

Connect with your audience

A presentation is two-waycommunication

Pay attention to audience reactionModify your talk as needed (are they listening or doing something else?)Look for nods, smiles and other cues to determine if your message is being received.Direct your answer to a question to the person who posed it. Interact naturally, conversationally.

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Briefing How-To Slide 36

How do you look?

Where to Stand?If you need to pick a place to stand – go left, out of the projection line.Mediate between screen and audience: Direct our attention, you control the focus.

How to Speak?Project, Project, Project – PracticePause after complicated ideasAvoid a “canned” sound: Don’t rely on a speech script, have a well-informed conversation with the listeners.

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Briefing How-To Slide 37

The briefing doesn’t live on the screen

Don’t read the screen

Say more than you showHand-out more than you sayLeave paper trail: important audiences may not be able to attend

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Briefing How-To Slide 38

Finish Strong

Try to recap your primary messageIf culturally appropriate: Thank the decisionmakers (or other audience members) for their time and attention.Offer to take questions (or more questions).During Q&A: Use your extra slides (not shown during main briefing), if appropriate, to extend or clarify your arguments, teach the audience more.

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Briefing How-To Slide 39

Special tips to teams

Keep disagreements in perspective: different team members will have different instincts about some things;Don’t focus on dividing up “air time” (speaking time) evenly—focus on whatever will best inform the audience, be flexible.The team is always “on”: Even the members on the sidelines should reflect the team’s professionalism, avoid distracting side conversations or body language (e.g. fidgeting). Decide who will handle what questions and who will “direct traffic” (coordinate) to avoid awkward pauses

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Briefing How-To Slide 40

Sources

Purpose, Movement, Color: A Strategy for Effective Presentations

Tom Mucciolo and Rich Mucciolo, MediaNet, Inc., 1994

The Quick and Easy Way to Effective SpeakingDale Carnegie, Dale Carnegie Associates, Inc., 1962

The Visual Display of Quantitative InformationEdward R. Tufte, Graphics Press, 1983