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Presenting Design Ideas

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Set Expectations and Goals

2:03 with Hope Armstrong

In this video, I'll explain the importance of setting expectations and goals for a meeting.

Alright, now the prep work is done and 0:00
it's time to start creating the slide deck. 0:02
I'll show you a Google Slide deck that I created as a walk through each section. 0:04
For this presentation, I'll be talking about a project I worked on at Treehouse. 0:11
I was tasked with improving the recruitment experience for 0:16
the apprenticeship program. 0:18
In a nutshell, Treehouse forms a partnership with an employer, 0:21
who is interested in hiring apprentices. 0:24
Then we partner with an organization in that city, 0:27
and they connect us with local talent who want to work in tech. 0:30
Those who are interested in participating are directed to a landing page, and 0:34
they submit an interest form to be considered for the program. 0:39
I'll get into the details later, but 0:43
that's all the back story you need to know for now. 0:45
All right, let's jump into Google Slides. 0:49
First up is setting the expectations for the meeting. 0:52
I like to add an agenda that outlines the structure of the meeting. 0:56
This gives everyone a sense of what the meeting will cover and 1:00
helps the meeting stay on track. 1:03
Be mindful of time constraints, 1:05
as that will affect how detailed your deck will be. 1:07
It's okay if you don't know how your outline will end up, 1:10
I usually tweak it as I build out the slide deck. 1:13
My design presentations generally follow this flow, the problem, 1:17
goals, researching the problem, solving the problem, project plan and feedback. 1:22
Next step is defining the goal of the meeting, 1:29
what are you hoping to get out of the presentation? 1:32
In this case, I was getting feedback from a cross-functional team. 1:35
I wanted to hear ideas and concerns about my design idea from my coworkers in 1:39
engineering, product and customer support. 1:44
At this point, I recommend letting the audience know you'd like to hear feedback 1:47
at the end of the meeting, although they can feel free to ask questions throughout. 1:51
That's it for setting up the expectations for the meeting. 1:55
In the next video, I'll get into the project. 1:59