After your executive sponsor has sent out your program’s sponsor letter to everyone in your organization, the next step is to conduct a leadership briefing with your executive leadership.
The purpose of the briefing is to share with leadership and staff what this program means to them, what they need to do and how progress will be measured as you move through the process.
Fill out the form below to download a presentation template you can use which includes some guidance in the notes section.
Feel free to add your logos or colors, use the images, not use the images, delete, keep any slides you want, create any number of iterations of it that you want. It's entirely up to you as to how much you choose to customize it, but it is a template that is pre-populated that should help with preparation for your first briefing.
Leadership Briefing Process
1. COORDINATE A VENUE, DATE, TIME, AND DURATION FOR THE PRESENTATION.
Once you have sent out your completed executive sponsor letter you (or the sponsor) are going to invite key leaders to the briefing, highlighting the importance and details shared by your executive sponsor.
2. BE CLEAR ON THE #1 OUTCOME OF THE BRIEFING & KEEP MESSAGE TO 3 KEY POINTS.
It is important that you go into the presentation knowing the number one outcome you want out of that meeting. Clarify your three core points, supported by information that strengthens each core point.
3. KEEP PRESENTATION SLIDES SIMPLE.
You want to make sure that you are modifying the presentation according to the audience while considering the outcome that you want out of that presentation and the amount of time that you have to deliver it. For instance, it might be that for the executive leadership team, it's a three-slide presentation, while for frontline leadership it might be a nine-slide presentation.
4. HONOR TIME GIVEN FOR PRESENTATION.
Likely, you will probably have a very short window of time for your presentation because there are often many items on the agenda during management team meetings.
5. CONSIDER A HANDOUT TO PROVIDE FURTHER BACKGROUND.
You may want to provide a handout to attendees that provide a detailed overview of the presentation. Ensure that the overview syncs up nicely with the core message that you're aiming to deliver in your briefing so that everyone has the same expectations.
The WB Team
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