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How do I translate complex technical data findings into a presentation for non-technical CEOs?


I recently finished a deep dive into our operational inefficiencies using some pretty heavy regression analysis. When I presented it to our CEO, his eyes glazed over within five minutes. He basically told me to "get to the point." How do you guys balance the need for statistical accuracy with the need for a simple, actionable story? I don’t want to dumb it down so much that it’s inaccurate, but I need them to actually approve my recommendations.


   2024-10-18 in Business Analysis by Kevin Adams | 7230 Views


All answers to this question.


This is the "Last Mile" problem in analytics. CEOs don't care about your R-squared value; they care about "Dollars, Risk, and Time." My rule of thumb is the "1-3-10" rule. 1 Page Executive Summary (The "So What"), 3 Key Takeaways with simple charts, and 10 pages of Appendix with all your math for the technical people to check later. Lead with the conclusion. Instead of saying "The regression shows a correlation between X and Y," say "We can save $200k a month by optimizing our Tuesday delivery routes." Let them ask for the technical details if they want them.

   Answered 2024-10-20 by Elizabeth Green


Have you tried the "Blink Test"? If an executive can’t understand what your chart is saying in 3 seconds, it’s too complicated.

   Answered 2024-10-22 by Jason Lee

  • Jason is 100% right. Most BAs put too many labels and colors on their slides. Use "Action Titles" instead of descriptive ones. Instead of a title saying "Revenue by Region," use "Midwest Region is Underperforming by 12%." It forces the reader to see your point immediately. I started doing this and my presentation approval rate tripled.

       Commented 2024-10-23 by William Turner


Focus on the "Why" and the "How." Executives are paid to make decisions, so your presentation should always end with a clear "Yes/No" recommendation.

   Answered 2024-10-25 by Mary Baker

  • Exactly, Mary. Data without a recommendation is just noise to a CEO. They want you to be a partner in the decision, not just a reporter.

       Commented 2024-10-26 by Kevin Adams



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