Forensic delivery – a part of selling

Context and purpose

Having run training courses in communications and coached bid teams for many years, I set up this blog with the intention of passing on insights and tips associated with the design of the spoken word – essentially presentation design and delivery. This particular blog is really intended for people who have attended one of my company’s courses – Gareth Bunn Consulting Limited – (or The Rhetorical Company’s). If you have, you will understand the “kipper” – a tool for the design of messages devised by Willie Macnair and based on classical rhetoric. You will probably also have been introduced to the three main styles of rhetoric, two of which are relevant to this blog – “deliberative” and “forensic”.

I must also thank Willie Macnair for his commentary on my first draft of this piece. This is a summarised version.

Deliberative style

We tend to focus on the “deliberative” style of rhetoric – where the objective is to persuade others to specific future behaviour. This is applicable to most circumstances in business not least to business development – selling.

A complication in business development

Procurement processes though often make the design of presentations extremely difficult. This is partly because the presentation can sometimes be deemed (unhelpfully) to be a part of the bid documentation. In other words the presentation is regarded as, primarily, a visual production rather than aural – a projected document augmented with an opportunity to interrogate! However inappropriate this might be, we have to respect the expectations of a client and its advisors.

Design for the purpose

Different styles of presentation may be effective at different points in the selling process. It is essential therefore that the audience analysis undertaken by the bid team includes and thoroughly assesses the objectives of each interaction or presentation from the perspective of the client. This will determine not just the content and style but also the presenting team.

Typically, the initial stages and the final stages of a procurement will be more orientated to people, personalities and persuasion. This fits well with the deliberative style. However, during the central parts of the procurement there may be a stronger focus on technical content. This may demand more of a “forensic” style to afford the richness in content.

Helping your audience through detail

The spoken word is not great for detail, so it is likely that visual aids – models or diagrams of architectures, processes, spatial layout etc. will be needed to enable understanding. In addition, if your objective is to create long term memory, and bearing in mind the rule of 3, you will need to think creatively about what will help an audience preserve the “shape of things”. Spatial representations – maps and models – are especially useful. Do though bear in mind that “less is more” and an audience can cope with only a limited amount of detail.

You can build in the detail – for example explaining a complex technical solution or describing a multi-stage process – using workshops and walk-through sessions. These can be components of the event designed using the “kipper” approach for team messages.

Forensic design using the “kipper” – some pointers

You may decide to configure an entire “kipper” in forensic style. In this case, I suggest you take on board the following.

• Ensure the Head is complete. Just as with the deliberative style, it is vital for your audience. The piece which may be different is Structure. Instead of 3 labels, tell and show your audience how they will be able to navigate the component parts of your presentation.
• The Body of the presentation may not fit the 3-bones structure – there may be a greater number of steps. But it is still important to remind your audience (verbally and visually) where they are at the beginning of each step. Use mini-summaries at the end of each main step.
• Use visual aids where they will be helpful in explaining concepts. Keep these as simple and uncluttered as possible. Before you show the visual aid, describe the points you are making and let your audience know what they are going to see and what to look for. Note that hand drawn flipcharts or whiteboards, are often a welcome relief to projected slides.
• Design a handout for the audience to take away and refer to. This is not the same as a simple paper copy of the visual aids. Additional material – narrative and textual description – is most likely to be needed. Design a document!
• The Tail needs to include a Summary of the kipper. Try and stick to the words and phrases you have used during the presentation. The purpose of the Summary is to remind the audience of the journey they have been through and reassure them it has been complete, believable and relevant – i.e. it “ticks all the boxes”.
• The Big Idea is much the same as in a deliberative kipper, although one subtle difference is that it may not contain a verb in the imperative. Rather than “So… make your aspirations real” it may be “So, your aspirations made real”. In other words it is a statement of QED – case proven.
• Build in consolidation. Often the technical or forensic parts of a team message are needed for the acceptance of later deliberation. It is often valuable to ensure that those parts have been assimilated beforehand. So, design in some consolidation in the form of an exercise or a discussion before moving to the next part of the event. Seek confirmation at the end that you have indeed “ticked all the boxes”.