How to make financial presentations

Defining the objective of your financial presentation will allow you to focus your message, direct your efforts and achieve significant results. This objective may vary depending on the context and needs of your audience, but it is critical that it is measurable for the topics you will address.

You may seek to inform the audience about your company's financial results, persuade investors or educate employees about the organization's financial practices. Whatever your objective, it is crucial that it is clearly defined from the outset, establishing a clear direction and purpose for your presentation.

Lack of objectives: Failure to define objectives in a financial presentation can have several negative consequences. First, without a clear goal, it is difficult to establish the focus and structure of the presentation, which leads to a lack of coherence in the content.

In addition, it is difficult to identify which aspects of the presentation are really relevant and how much time should be devoted to each. This lack of clarity can lead to an overload of information or the erroneous prioritization of details that do not deserve such prominence.

Establish a purpose: To define the exact objective you want to analyze, you need to consider the context and the purpose you are pursuing. Here are some steps you can take:

• Define the central theme of your financial presentation. It can be about introducing a new product, reviewing the company's financial statements, presenting a performance report, proposing an investment strategy, among others.

• Analyze your audience: Understand who the participants of your financial presentation are. Identify their level of financial knowledge, their role in the organization and their needs.

• Set the goal: Define the specific purpose of your presentation: Do you want to inform, persuade, educate, or perhaps inspire?

• Formulate the objective: Write a concise objective that describes what you want to achieve by the end of your presentation. For example, "To present to investors the growth opportunities and benefits of new product X, with the goal of securing the necessary funding for its launch."

To define the exact objective you want to analyze, you need to consider the context and purpose you are pursuing. Here are some steps you can follow:

• Align content: Make sure all content in your presentation is directly related to the stated objective.

• Measure success: Consider how you will measure the success of your financial presentation: Will it be through active audience participation, achievement of agreements or decisions, interest generated, or additional funds raised?

Measuring success: Measuring success can be challenging, but it is critical. Below, I provide a more detailed discussion of the various metrics you can consider to evaluate the success of your presentation:

• Agreement or decision achievement: If your goal is to influence fin