A CCO’s Guide on Presenting to the Board of Directors

As a CCO, have you ever tried presenting your thoughts to the C-Suite but were not successful? If yes, scroll below and check out this blog today!

Presenting to the Board of Directors
Presenting to the Board of Directors

The Chief Customer Officer or the CCO is a C-Suite executive responsible for customer success strategies and plans. They report to the CEO and need to be engaged in every key customer-related- strategic meeting. In some cases, to get their ideas heard at a larger forum of decision makers, iCCOs needs to present them to the company’s board of directors. CCOs looking to present to the Board of directors need to keep certain important aspects in mind. The board of directors is an intelligent, experienced audience. For them, the most important aspects are time, quality of information, and method of presentation.

This article will be the perfect guide for the CCO or the Chief Customer Officer to enhance and ace that presentation with the board of directors.

Top 11 Steps the CCO Must Consider While Presenting to the C-Suite

If CCO is looking to present to the C-Suite, they need to keep these 11 steps in mind.

Keep the Premise and Purpose in Mind

Focus on the essence and understand the purpose clearly. What is the idea exactly? Is there a limited scope? Is the presentation just displaying some information or enabling a decision to be made? Find the purpose of the meeting and center the whole presentation around it. You need to find the main premise and not let any agenda weaken your purpose. The presentation needs to be clear with a mission statement, and the purpose must be crystal clear.

Understand the Board of Directors

The board of directors is a strong, credible team with proper knowledge on many matters. You need to know what their needs and requirements are. The board of directors looks for the long-term success of the organization. Understand their background, legacy, contribution, and how they perceive value. The board of directors is typically a mix of the executive board of directors and the non-executive board of directors. Keeping that in mind, you need to alter and blend the narrative to meet both kinds of needs.

Have all the Information assembled

The board of directors has only two aspects- executive and non-executive. There is no other hierarchical structure. Keep all the information you need to present ready. Having all information is necessary to secure a majority vote or consensus. Know how the team functions. What aspects need to be known for sure by the board of directors? Information is your shield that will help you face multiple scenarios and questions.

Keep a Clear Message

A clear message in a precise manner will help summarize your presentation. A crystal-clear message is essential. The CCO must not be muddled with a lot of information. Keep track of all problems that exist in the company. Match these problems with the opportunity you have discovered. Fine-tune your message around the central focus point of your presentation.

Structure your narrative to meet the goal

Do not create a quiz game from your narrative. It must not be a puzzle to the board of directors. You need to focus the quiz on the message and positively display the narrative. The CCO must focus on seeing the big picture. The presentation structure is extremely critical. Add data, examples, and illustrations. Beautiful reports, stunning financial presentations and status updates can be created by customizing some of the free offered report templates. Also, the free board report templates can be used for keeping the investor board informed and you can create a time frame with your product plan to indicate what you will be working on next

As the chief customer officer, you might have access to a lot of data and illustrations on why a certain product or service is required. Include data in your narrative to give it the strength it deserves. Include real-life stories and illustrations to prove your point. But, never overdo it. A lot of data can be terrible for the presentation.

Create simple, structured documentation

The board of directors needs to see a good presentation. The structure and documentation are a blend of three parts- executive summary, narrative, and attachments. The executive summary is a bunch of 5-8 lines that explain what the presentation is all about. The narrative is the main subject and body of the presentation. The documentation must be easy to read with all information and details. You can even add a Q and A if it works.

Choose visual presentation

Do not make the presentation super long. It needs to be short and engaging with visual elements. Visualize the presentation in the slide. Instead of long, verbose statements, you can enhance the impact with visual effects. Keep in mind that it is not a TED Talk, and you need to motivate someone. This presentation will help with the simplification of details. Check the correctness of the information- especially data and facts. Relevant data is what will make or break the impact.

Do not Overload the Presentation

Nothing hurts a presentation more than unnecessary elements. Minimize the strain to read small fonts, understand all documents, and make a decision. Remove colors, décor elements, extra lines, boxes, and jarring text. Keep the language plain and simple. Do not use acronyms one would not be familiar with.

Be honest about the idea

Have a good opening statement and capture attention. Rehearse and validate how the presentation feels. Honestly, deliver the presentation. Do not lie or be grumpy. Even if you are stressed, take a deep breath and comfort yourself. Practice well before starting off. If you did not hear their question, ask for them to repeat it politely.

Be open to feedback

Feedback about the presentation is something you, as the CCO, need to expect. Board members keep the value of the organization as the top property. Some of the questions the board of directors might ask include-18

  • What are the risks involved in the product or service?
  • Are there any alternatives?
  • Do we have the resources?
  • Is there a need for hiring to handle this?
  • Is the process unsustainable?
  • Would this yield ROI? If yes, to what extent.

Final Thoughts

While the CCO presents to the board of directors, it is important to watch time. Keep the presentation simple, crisp, and normal. Show the return on investment, display how success will occur, and more. It is also important to note the background of every board member. The CCO needs to create an unclouded vision of the product or service so that the board of directors can make a decision. These tips will make it easier for the CCO to present to the board of directors.

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