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People who aren’t even in sales — project managers, engineers, analysts, programmers, construction workers, designers, architects — make sales presentations all the time.

They may not be the lead presenter. They’re often part of a presentation team.

And the presentation may not be called a sales presentation. It may be called an interview, or an oral proposal, or a pitch.

To prepare yourself or your team for a successful sales presentation (whatever it’s called), begin by answering three sets of questions:

  1. What does the customer/client want?
    Why do they want it?
    How acutely do they want it?
    How will you help them achieve or obtain what they want?
  2. What does the customer/client NOT want?
    Why do they not want it?
    How badly do they not want it?
    How will you help them avoid or minimize what they don’t want?
  3. How is your solution (your product or service) different from / better than the competition?
    What is the difference?
    How does the difference benefit the customer/client?
    What evidence proves both the difference and the benefit?

There are, of course, other questions to ask (and answer) when preparing for a sales presentation. (See How to Plan an Oral Proposal.)

But these three questions get at the heart of any successful sales pitch: knowing what prospects want and don’t want, how you will help them, and why you’re better than the alternatives.

Three Presentations PMs needProject managers — like most leaders — get things done by getting other people to do them.

A project manager’s responsibilities include overall management, but he or she is seldom directly involved with the activities that actually produce the end result. PMs oversee any associated products and services, project tools and techniques to help ensure good practices. In addition, they are responsible for recruiting and building project teams, and making projections about the project’s risks and uncertainties.

Project managers are strategists and communicators.

They give presentations at various times and for different reasons to customers and clients, to upper management, and to team members.

The Three Presentations Every Project Manager Needs

  1. Promote
    Program Managers make presentations to promote an idea, service, product, trend, development, or organization. They provide information and insight about that idea, etc.  in order to attract people’s attention, to gain their interest, and to build support. The goal of a promotional presentation is to motivate the listeners to take some action that will advance the PM’s goal.
  2. Propose
    Program Managers make presentations to seek the buy-in, support, or approval of relevant stakeholders for a particular project. PMs require authorization to act from their own leaders (internally) and/or from prospective clients. The goal of a proposal presentation (sometimes called an oral proposal) is simple: to get those in authority to say “yes” to what’s being proposed.
  3. Update
    Program Managers make presentations to communicate information about a project’s current status — its progress, problems, and opportunities — to relevant parties and to recommend next steps. The goal of a project update (also called a status report) is to keep people informed and to gain their input and approval for necessary changes.

What other presentations do you think Project Managers need?

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