The leaders of a technology company sought to measurably improve their presentation skills in advance of an Investor Day intended to showcase the strength of the management team. After working with Sharon Merrill Advisors, the company scored high marks among investors and analysts for presentation quality and bench strength.
Client Challenge
Present a strong management team at a critical investor event
While the Investor Day required a presentation from each member of the management team, many had never presented to an investor audience, including several who had virtually no public speaking experience.
The Sharon Merrill Advantage
Intensive on-site presentation training
SMA conducted individual sessions with each team member using video tools to identify weaknesses and enhance presentation delivery. The sessions focused on emphasizing key messages through the use of body language and vocal techniques. Because each team member’s presentation strengths and weaknesses were unique, the sessions were highly customized. Our executive coaching team also provided specific recommendations for slide organization and content, leveraging SMA’s IR expertise and insights on the type of information that resonates most with investors.
Results
Successful investor day and attendee feedback
Prior to our executive coaching sessions, management team members rated their presentation skills as “satisfactory.” After the sessions, those ratings improved to “very good” or “excellent.” Investor Day attendees provided highly positive post-event feedback about the management team, the quality of the presentations and the overall event.
