Kimmy's Skills

Q3 business review — Lumen — Presentation Requirements

Source: ../business-review.html · Type: Business review · Audience: Executive team · Mode: Live readout + written one-pager · Time: 20 min + 10 Q&A Fictional case. The deck is the current implementation; this file captures the brief, structure, and acceptance.

1. Audience and intent

Executive team; 20 minutes plus Q&A.

Intent: Decide on SMB pricing and CS headcount.

Decision or action: Approve the starter tier, two CS roles, and a board intro.

Success: The room agrees on the churn driver and the three asks.

2. Narrative

Headline → KPI → drivers → churn → enterprise → actions → asks → next quarter.

Slide sequence

#	Slide	Budget	Purpose / speaker cue
1	Q3 business review — Lumen	1	Lead with the headline and the ask.
2	Headline	1	The tension is the story: growth and churn in the same quarter.
3	KPI dashboard	2	Two numbers are good, two are bad.
4	Drivers	2	Name the drivers, then take the two that need a decision.
5	Driver 1 — SMB churn	3	The data says the problem is the low end.
6	Driver 2 — enterprise	2	This is the good news.
7	Actions	3	Actions are specific and measurable.
8	Asks	2	Be explicit.
9	Next quarter	2	Four leading indicators.
10	Appendix	10	Q&A.

3. Evidence and fact-check

ARR, NRR, churn, CAC payback, cohort tables. Metrics are fictional; reconcile with finance before delivery.

Fact-check gate: confirm names, numbers, dates, and comparisons before layout. A precise number without a date and source is a liability.

4. Language and delivery

Answer-first, plain, numbers with definitions; no hedging.

5. Visual and accessibility

Light corporate, green/amber/red; one dashboard or table per slide; print-safe. Cover uses a team reviewing charts, not a workshop photograph.

6. Time and structure

20 minutes plus 10 Q&A. Must-cut: cohort detail and definitions; protect the headline, churn, and asks. (total budget: 28 minutes)

Q&A: prepare the ten most likely questions and one honest answer for each. Do not improvise a fact.

7. Verification

• Titles-only read: read the slide titles in order. The argument must hold without the body.
• Timed run: rehearse to a hard stop, record it, and cut from the must-cut list.
• Evidence: every number and comparison has a source, date, and range where relevant.
• Visual: check at presentation size, in grayscale, and in the exported file.
• Accessibility: alt text, reading order, contrast, color-not-alone, reduced motion, captions/transcript.
• Print: one slide per page, notes hidden, no clipped content.
• Check the KPI table against finance; read the headline alone; rehearse the ask.

8. Non-goals and open questions

Risks: Averaging good and bad news; actions without owners; asks without decisions.

Open: Replace fictional metrics; confirm attendee list and decision rights.

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