Presentation Management

Sharing and Presenting

Presentation Management 20

Original content by AlexAnndra Ontra and James Ontra
Enhanced by Geetesh Bajaj

In the last part of this Presentation Management series of posts, we looked at the distribution of presentation content. In this part, we look at two more aspects of a presentation’s life cycle: sharing and presenting.


Sharing refers to how you share or send files to your clients and other third parties outside of your organization. This is especially important for sales, marketing, and investor relations. Those presentations directly affect the company’s image and bottom line.

This may appear like a seemingly mundane task, but it has huge implications for productivity. Files with images and videos tend to get too large and will be stripped from most corporate email systems. The file-size limit is different for every organization, so you don’t really know if your file will get through or not. Sharing gives media ad sales reps an easy way to send large video files to advertisers. Travel clients have high-resolution pictures and videos in their presentations, too. Anyone in any industry can have big files. The process of sharing these presentations is simple:

  1. Choose one or more files. They could be large PDFs, PowerPoints, images, or videos, it doesn’t matter, as long as they tell the right story.
  2. Click on Share, input your customer’s email address and within seconds your customer can view the files. Like YouTube. It’s instantaneous.

Then, you can track the consumption of the files. Did my client open it, download it, read it, ignore it–or maybe she just never received it? It’s productive to know how engaged your client is with the information you share because that will tell you how interested they are, and then help guide your next steps.

Sharing Files

Similar to the permissions we just discussed, the shared files have permissions as well: permission to download, to edit, to view only, and whether that would be for a limited time frame or in perpetuity. Users not only track how their recipients are consuming the files they send, but they can also control their usage.

Share usage is a component in reporting. One user can track his shares for his own purposes, and the team leaders, which might be the presentation director and the VP of sales, can analyze share data for all users across the enterprise. Managers can see patterns and trends in content sharing, and make content adjustments accordingly.


It wouldn’t be presentation management without the presenting. With today’s technology, there are many options for how you present your content.

Human contact is how relationships are solidified. Look people in the eyes, read their body language, watch them react to what you are saying. That is how strong relationships are built. Presentation management fosters better business relationships through higher-quality meetings. Let’s look at how in some different presentation settings.

1. One-to-one:

One-to-one meetings are less formal and more intimate. The presenter can give the presentation directly from her laptop, iPad, or even her phone. One-to-one presentations allow for more feedback and discussion. It’s also an easier format to switch to interactive mode, where the presenter selects content based on the other person’s feedback.

The presentation can follow the conversation. The presenter can learn more and therefore propose a better solution tailored to that person. These are very productive meetings.


2. One-to-several:

This is typically a conference room setting where one presenter is addressing a group of up to 20 people. A monitor or screen is needed. Though it’s more formal in nature, there is still the opportunity to go interactive as audience members raise issues and ask questions.

The FDA Advisory Committee presentations are one to several, with an emphasis on interactivity to conduct a detailed question and answer.

3. One-to-many:

This is an auditorium setting, which is more formal. Presentation management allows the presenter to give a pre-rehearsed presentation while fielding and answering questions from audience members. The ability to answer tough questions on the fly, supported by visuals, adds to the speaker’s credibility.

4. Conference:

Slide libraries are an integral tool for conference managers who need to collect and manage presentations for any number of speakers. In this scenario, your presentation management solution will manage the collection, organization, approvals, and presentations on the day of the event. It reduces the administration burden on the event managers.

Speakers send a presentation directly to the slide library, where it is automatically tagged based on pre-configured speaker credentials. Workflow settings can be applied so the presentation gets routed to the appropriate editors and/or approvers in preparation for the conference. And finally, on conference day, the presentations are already tagged and sorted so they can be assigned to the appropriate speaker, breakout room, and time.

The presentation is right there, ready to go on the podium. The speaker can even present directly from the library if your library has broadcast capability.

Linear versus interactive presentations:

A linear presentation, like your typical PowerPoint, is a pre-ordered set of slides–slide one, slide two, slide three, slide four, and on and on… It’s organized, predictable, and easy for the speaker to control. Interactive presentations are more like browsing a website:

  • You click on one thing, which leads you to another.
  • Then, someone asks a question, so you spontaneously pull up another slide, video, or image that addresses that question.

It’s free-form and it follows the conversation. Linear presentations force the conversation. Interactive presentations follow the conversation.

Interactive presentations foster productive conversations where both sides learn more about the other. In more than 20 years of presentation consulting, we’ve noticed that the more senior the executive, the more likely they are to present in interactive mode. They don’t need the security of a linear list. Though the nice thing about today’s interactive presentation tools is that they can accommodate both scenarios:

  • They can let you go off-topic and spontaneously present content, and
  • Then, click a back button to get back to the main storyline.

It’s the best of both worlds: control and spontaneity.

In the next post of this series, we will look at other aspects of a presentation’s life cycle.