How do you present your customer experience projects?

1 Know your audience

Before you start preparing your presentation, you need to understand who you are talking to and what they care about. Are they decision-makers, influencers, or end-users? What are their goals, pain points, and expectations? How familiar are they with your project and the CX principles and methods you used? Knowing your audience will help you tailor your message, tone, and format to their needs and interests.

2 Tell a story

A good presentation is not just a collection of facts, data, and features. It is a story that engages, inspires, and persuades your audience. To craft a compelling story, you need to have a clear structure, a strong narrative, and a memorable ending. A simple structure could be: problem, solution, benefits, and call to action. A strong narrative could be: how you identified the customer needs and insights, how you developed and tested your ideas, and how you measured and improved your outcomes. A memorable ending could be: a testimonial, a success metric, or a next step.

3 Show your process

One of the key elements of your CX presentation is to show how you applied the CX principles and methods to your project. This will demonstrate your credibility, expertise, and value. You can show your process by using visuals, such as personas, journey maps, wireframes, prototypes, or screenshots. You can also use stories, anecdotes, or quotes to illustrate how you involved your customers and stakeholders throughout the process. You can also use data, such as surveys, feedback, or analytics, to show how you validated and refined your solutions.

4 Focus on the benefits

Another key element of your CX presentation is to show how your project benefits your customers, your stakeholders, and your business. You need to highlight the value proposition, the competitive advantage, and the return on investment of your project. You can use data, such as customer satisfaction, retention, or loyalty, to show how you improved the customer experience. You can also use data, such as revenue, cost, or efficiency, to show how you improved the business performance. You can also use testimonials, case studies, or awards to show how you gained recognition or appreciation for your project.

5 Be clear and concise

A good CX presentation is not only informative and persuasive, but also clear and concise. You need to avoid jargon, acronyms, or technical terms that might confuse or bore your audience. You need to use simple and direct language that conveys your message effectively. You need to use short and catchy sentences that capture your audience's attention. You need to use bullet points, headings, or numbers to organize your information and make it easy to follow. You need to use images, charts, or graphs to support your points and make them more visual.

6 Practice and prepare

The final tip for presenting your CX projects is to practice and prepare. You need to rehearse your presentation several times, preferably with someone who can give you feedback and suggestions. You need to check your timing, your tone, your body language, and your delivery. You need to prepare for possible questions, objections, or challenges from your audience. You need to have a backup plan in case of technical issues or interruptions. You need to be confident, enthusiastic, and passionate about your project and your CX work.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?