1 Presentation Skills for Finance Executives: Big Picture

This lesson gives an overview of the course on executive presentation skills.

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NCA Holistic Assessment

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Speech Assessment Overview:*

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Competency #1: Topic*

	Unsatisfactory	Satisfactory	Excellent
	Unsatisfactory	Satisfactory	Excellent
Chooses & Narrows Topic Appropriately For Audience?
Chooses & Narrows Topic Appropriately For Situation?

Competency #2: Thesis*

	Unsatisfactory	Satisfactory	Excellent
	Unsatisfactory	Satisfactory	Excellent
Communicates Thesis/Specific Purpose Appropriately to Audience?
Communicates Thesis/Specific Purpose Appropriately for Situation?

Competency #3: Support*

	Unsatisfactory	Satisfactory	Excellent
	Unsatisfactory	Satisfactory	Excellent
Provides Supporting Material Appropriate to Audience?
Provides Supporting Material Appropriate to Situation?
Cites Sources Accurately?

Competency #4: Organization*

	Unsatisfactory	Satisfactory	Excellent
	Unsatisfactory	Satisfactory	Excellent
Uses Organizational Pattern Appropriate for Topic?
Uses Organizational Pattern Appropriate for Audience?
Uses Organizational Pattern Appropriate for Occasion?
Uses Organizational Pattern Appropriate for Purpose?

Competency #5: Language*

	Unsatisfactory	Satisfactory	Excellent
	Unsatisfactory	Satisfactory	Excellent
Uses Language Appropriate to Audience?
Uses Language Appropriate to Situation?

Competency #6: Vocal Dynamism*

	Unsatisfactory	Satisfactory	Excellent
	Unsatisfactory	Satisfactory	Excellent
Uses Pitch/Inflection to Heighten & Maintain Awareness in Audience?
Uses Volume to Heighten & Maintain Awareness in Audience?
Uses Speech Rate to Heighten & Maintain Awareness in Audience?
Uses Vocal Variety Appropriate to Audience & Occasion?

Competency #7: Pronunciation, Grammar, Articulation*

	Unsatisfactory	Satisfactory	Excellent
	Unsatisfactory	Satisfactory	Excellent
Uses Pronunciation, Grammar &/or Articulation Appropriate to Audience?
Uses Pronunciation, Grammar &/or Articulation Appropriate to Situation?

Competency #8: Physical Delivery*

	Unsatisfactory	Satisfactory	Excellent
	Unsatisfactory	Satisfactory	Excellent
Uses Physical Behaviors That Support The Verbal Message?

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PERS Speech Assessment

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Speech Assessment Overview:

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Content*

	Yes	Somewhat	No
	Yes	Somewhat	No
Complex Material Presented as Clear?
Used Appropriate Strategies to Explain? (ie, metaphors, similies)
Avoided Fallacies?
Used Well-Reasoned Arguments?
Appropriately Created A Sense That Problem Exists?
Identified & Clearly Explained Cause(s) of Problem?
Provided Clear Solutions (Steps) Applicable for This Audience?

Language*

	Yes	Somewhat	No
	Yes	Somewhat	No
Persuasive in Nature?
Used Oral Language Appropriate to Audience?
Clearly Explained Jargon? (ie, definitions)
Used Emotional Appeal?

Supporting Material*

	Yes	Somewhat	No
	Yes	Somewhat	No
Used Accurate, Relevant & Timely Supporting Material?
Used Sufficient Quantity of Sources?
Orally Cited Sources Accurately? (date & source)

Organization*

Introduction

	Yes	Somewhat	No
	Yes	Somewhat	No
Captured Attention Effectively?
Stated Topic Clearly?
Related Topic to This Audience?
Provided Credibility? (if applicable)
Previewed Main Points?

Organization*

Body

	Yes	Somewhat	No
	Yes	Somewhat	No
Organized Main Points Clearly & Logically?
Included Transitions Between Main Points?
Adequately Used Internal Previews with Main Points?
Adequately Used Signposts in Main Points?

Organization*

Conclusion

	Yes	Somewhat	No
	Yes	Somewhat	No
Summarized Main Points?
Ended with Effective Memorable Final Thought?
Tied Closure into Attention Getter?

Delivery*

Vocal Delivery

	Yes	Somewhat	No
	Yes	Somewhat	No
Rate Appropriate?
Volume Appropriate?
Varied Pitch and Inflection?
Clear Articulation & Pronunciation?
Appropriate Use of Pauses/Lack of Fillers?

Delivery*

Physical Delivery

	Yes	Somewhat	No
	Yes	Somewhat	No
Used Effective & Inclusive Eye Contact?
Posture Comfortable?
Varied Facial Expressions?
Used Natural Gestures (not distracting)?
Speech Was Extemporaneous?

Visual Aids

	Yes	Somewhat	No
	Yes	Somewhat	No
Used Visual Aids Appropriately?
Used Relevant, Professional Visual Aids?
Clearly Discussed Content Provided in Visual Aids?
Fluidity of Presentation Maintained During Visual Aids Usage?

Additional Assessment Notes:

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INF Speech Assessment

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Copy/Paste Speech URL Here:

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Instructor/Class/School Name

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Speech Assessment Overview:

(Or Notes:)

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Content*

	Yes	Somewhat	No
	Yes	Somewhat	No
Complex Material Presented as Clear?
Used Appropriate Strategies to Explain? (ie, metaphors, similies)

Language*

	Yes	Somewhat	No
	Yes	Somewhat	No
Unbiased/Informative?
Used Oral Language Appropriate to Audience?
Clearly Explained Jargon? (ie, definitions)

Supporting Material*

	Yes	Somewhat	No
	Yes	Somewhat	No
Used Accurate, Relevant & Timely Supporting Material?
Used Sufficient Quantity of Sources?
Orally Cited Sources Accurately? (date & source)

Organization

Introduction

	Yes	Somewhat	No
	Yes	Somewhat	No
Captured Attention Effectively?
Stated Topic Clearly?
Related Topic to This Audience?
Provided Credibility? (if applicable)
Previewed Main Points?

Organization

Body

	Yes	Somewhat	No
	Yes	Somewhat	No
Organized Main Points Clearly & Logically?
Included Transitions Between Main Points?
Adequately Used Internal Previews with Main Points?
Adequately Used Signposts in Main Points?

Organization

Conclusion

	Yes	Somewhat	No
	Yes	Somewhat	No
Summarized Main Points?
Ended with Effective Memorable Final Thought?
Tied Closure into Attention Getter?

Delivery*

Vocal Delivery

	Yes	Somewhat	No
	Yes	Somewhat	No
Rate Appropriate?
Volume Appropriate?
Varied Pitch and Inflection?
Clear Articulation & Pronunciation?
Appropriate Use of Pauses/Lack of Fillers?

Delivery

Physical Delivery

	Yes	Somewhat	No
	Yes	Somewhat	No
Used Effective & Inclusive Eye Contact?
Posture Comfortable?
Varied Facial Expressions?
Used Natural Gestures (not distracting)?
Speech Was Extemporaneous?

Visual Aids*

	Yes	Somewhat	No
	Yes	Somewhat	No
Used Visual Aids Appropriately?
Used Relevant, Professional Visual Aids?
Clearly Discussed Content Provided in Visual Aids?
Fluidity of Presentation Maintained During Visual Aids Usage?

Additional Assessment Notes:

Write here

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Thank you for your assessment!

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Delivery Assessment

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Copy/Paste Speech URL Here:

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Instructor/Class/School Name

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Presentation Notes:

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Delivery

Vocal Delivery

	Yes	Somewhat	No
	Yes	Somewhat	No
Rate Appropriate?
Volume Appropriate?
Varied Pitch and Inflection?
Clear Articulation & Pronunciation?
Appropriate Use of Pauses/Lack of Fillers?

Delivery

Physical Delivery

	Yes	Somewhat	No
	Yes	Somewhat	No
Used Effective & Inclusive Eye Contact?
Posture Comfortable?
Varied Facial Expressions?
Used Natural Gestures (not distracting)?
Speech Was Extemporaneous?

Visual Aids

	Yes	Somewhat	No
	Yes	Somewhat	No
Used Relevant, Professional Visual Aids?
Clearly Discussed Content Provided in Visual Aids?
Fluidity of Presentation Maintained During Visual Aids Usage?
Slide Deck: Organization Corresponded to Presentational Organization?
Slide Deck: Eyes on Audience/Notes More than Slides?
Slide Deck: Source Citation On Slides (When Necessary)?

Additional Assessment Notes:

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1 Presentation Skills for Finance Executives: Big Picture – Student Presentation W/Evaluation Form

Analysis Essay Form

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NCA Holistic Assessment

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PERS Speech Assessment

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INF Speech Assessment

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Delivery Assessment

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Written by laura1950

3 ways to measure your adaptability — and how to improve it | Natalie Fratto

The next big thing is coming from the Bronx, again | Jon Gray

The story we tell about millennials — and who we leave out | Reniqua Allen

You are not alone in your loneliness | Jonny Sun

How to ask for help — and get a “yes” | Heidi Grant

Why we need to fight misinformation about vaccines | Ethan Lindenberger

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