01

Define the question before the presentation

Write one sentence describing what participants should take away. Are you trying to understand a difference in results, agree on priorities or clarify responsibilities? A clear question makes supporting information easier to choose and reduces the time spent on detail that does not serve the discussion.

Start with what we need to understand, before what we want to do.
02

Separate information from interpretation

Distinguish what you know, what you think and what still needs checking. A short note that separates these points can prevent assumptions becoming facts as the conversation develops. Invite clarifying questions, and record the points that require another document or another perspective.

03

Leave a useful record

Close with specific actions, an owner for each one and an agreed follow-up date. Share a short summary of what was decided and what remains open. In this way the conversation becomes part of how the business works, rather than an event separate from it.

General information about organising work. It does not replace professional advice tailored to your circumstances.

Speak with a partner