Streamlining Your Business Case for Executive Approval

Discover how the Pyramid Principle can transform your high-stakes presentations and business cases. Learn to communicate with clarity and focus, essential for enterprise marketers and product managers.

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3 Big Ideas

  • The Pyramid Principle starts with the conclusion, capturing attention and setting a clear focus for high-stakes presentations and business cases.
  • It structures communication logically, ensuring coherence and consistency for effective decision-making and audience engagement.
  • This approach simplifies complex ideas, making them easily digestible and enhancing overall argument effectiveness in enterprise marketing and product management.

Mastering the Pyramid Principle: Essential for High-Stakes Presentations & Business Cases

Discover how the Pyramid Principle can transform your high-stakes presentations and business cases. Learn to communicate with clarity and focus, essential for enterprise marketers and product managers.

Key Benefits:

  • Captures attention by starting with the conclusion.
  • Provides a logical filter for your audience.
  • Ensures coherence and consistency.
  • Facilitates quicker decision-making.
  • Reduces the complexity of complex ideas.

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I do a lot of training on building high-stakes presentations and pitches – the kind where you’re asking for $10’s of millions and even $100’s of millions. And the truth is, you can find a lot of advice on that with a simple google search. What I don’t see shared as much is the work that needs to happen before the development of the deck, and that’s where the Pyramid Principle comes into play.

When you’re trying to get your boss to un-gate funds for your project, clarity is king. This is especially true or enterprise marketers and product managers in complex organizations where there could be multiple layers of approvals to get through.

What the Pyramid Principle does is structure your “argument” into a top top-down communication, starting with the conclusion. This is crucial in executive communication because it ensures the key message isn’t lost in a sea of details.

When you’re pitching to the executive suite, you need to Get To The Point. The C-suite doesn’t have time to wait for you to get through 30 pages to find out what you’re asking for. And by the way, they also don’t have time to get through 30 pages worth of detail crammed into 3 slides.

Starting with the Conclusion

Start with the conclusion to capture and hold attention. This approach is invaluable in high-stakes presentations for a few reasons.

  1. It highlights the most important information first. A good friend of mine told me that this is used in the military extensively. They call it BLUF - Bottom Line Up Front. The reason this is important is because It frames the rest of what you’ll discuss in terms of that conclusion. Keeping your audience aware of what they’re ultimately being asked to decide helps to keep them engaged and attentive throughout the presentation.
  2. It provides a logical filter for your audience to synthesize what they’re reading or hearing. At all times, we’re trying to connect the dots between the from and the to. When you’re pitching a business case and starting with the conclusion, you are effectively saying “We’re trying to get TO here, FROM here. And I’m gonna show you how we can do that.” (See here for more on the From/To framework).
  3. It expresses a point of view. If you don’t have a point of view on the conclusion, you aren’t really pitching, you’re informing. And, while being informative might feel like the right move at your level compared to the final decision-makers, if all you’re doing is providing information you may as well have just sent a report. No C-suite executive is looking for you to turn them into an analyst.

Starting with the conclusion benefits the audience psychologically, setting the stage so they know what to focus on from the start. This keeps the communication focused and relevant, and is a must-have skill for enterprise marketers.

Quick Guide: How To Structure an Argument with the Pyramid Principle

1. Start with the Thesis

  • Begin your argument with your main thesis or conclusion. This sets the direction and gives your audience a clear understanding of what you're arguing for.

2. Present Key Supporting Points

  • Identify the major points that support your thesis. These should be strong, standalone arguments that directly back up your main conclusion.

3. Provide Evidence and Examples

  • For each key point, include specific evidence, data, or examples. This substantiates your arguments and adds credibility.

4. Link Back to the Thesis

  • Ensure that every supporting point and piece of evidence clearly ties back to your main thesis. This reinforces the overall argument and maintains focus.

5. Conclude with Impact

  • End your argument by summarizing the main points and restating the thesis, emphasizing its importance and relevance.

Now here’s the secret to avoiding what we call ‘iteration purgatory’ on your deck (you know, when you build it and then your boss tells you to fix it . . . over and over and over again). We use the pyramid principle to get alignment on decks prior to building them.

We use a worksheet to structure our argument, and then use it to get approval before we start building the deck. Using this saves us a ridiculous amount of time.

See the end of the blog for how to get this for yourself.

Structuring Thoughts Logically (with a Pyramid)

Applying the Pyramid Principle isn't just about starting with the conclusion; it's about logical structuring as well. When crafting a business case or presentation, each supporting point should support the main conclusion. If you have information that doesn’t support its “parent” point, eliminate it. Logical structure aids in understanding and enhances recall, making your arguments more persuasive and your presentations more impactful.

  1. Ensures Coherence and Consistency: The Pyramid Principle ensures that all parts of your communication are coherently tied to the central idea. This consistency is key in maintaining the audience's trust and interest throughout the presentation or business case.
  2. Facilitates Quicker Decision-Making: Logical structuring allows the audience to quickly grasp the essence of your message. This is particularly important for product managers and marketers, who often need to make swift decisions based on the information presented.
  3. Reduces Complexity of Complex Ideas: Often, business cases and presentations involve complex ideas or data. The Pyramid Principle helps in breaking down these complexities into simpler, digestible parts, ensuring that even the most intricate concepts are easily understood by the audience.

By incorporating these principles of the pyramid structure in your communication, especially in high-stakes scenarios like business case presentations, you enhance the effectiveness of your argument.

Adaptability to Various Communication Forms

The Pyramid Principle's beauty also lies in its adaptability, effective across various formats – from emails to high-stakes presentations. The core remains the same: start with the main message, support it logically. In fact, we suggest you use it to create a presentation “brief” that gets approved before you start developing your pitch. If you’re interested in the brief we use for high-stakes presentations, consider joining our Storyteller’s Edge slack channel. It’s free, and it’s where we can continue the conversation.

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For high-stakes presentations and complex business cases, clarity and precision are the keys to success. By starting with the bottom line, you not only capture attention but also provide a logical filter for your audience to synthesize the content. This method sets the stage for a more engaging and efficient communication process.

Additionally, the Pyramid Principle promotes logical structuring, coherence, and consistency, facilitating quicker decision-making and reducing the complexity of intricate ideas. Whether you're crafting a presentation, a business case, or even an email, embracing this approach will enhance your ability to connect, inspire, and motivate your audience, ultimately driving your ideas forward.

FAQS

1. How does the Pyramid Principle address potential challenges such as presenting conflicting or contradictory data when crafting a presentation or business case?

Addressing potential challenges such as presenting conflicting or contradictory data within the framework of the Pyramid Principle requires careful consideration. One approach could involve prioritizing key supporting points that align with the main conclusion and omitting or reevaluating information that doesn't directly contribute to the overarching argument. Additionally, transparency about any discrepancies or uncertainties in the data and offering alternative perspectives or solutions could help maintain coherence and credibility within the presentation or business case.

2. Are there any specific tips or techniques for implementing the Pyramid Principle in different communication formats, such as emails or informal discussions, beyond formal presentations or pitches?

Implementing the Pyramid Principle in different communication formats beyond formal presentations or pitches involves adapting its principles to suit the context and objectives of each interaction. For emails, this might entail starting with a concise summary or main point upfront, followed by supporting details or evidence. In informal discussions, emphasizing the key takeaway or main conclusion at the outset can help guide the conversation and maintain focus. Providing training or resources on how to apply the Pyramid Principle across various communication channels could further support effective implementation.

Streamlining Your Business Case for Executive Approval

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Discover how the Pyramid Principle can transform your high-stakes presentations and business cases. Learn to communicate with clarity and focus, essential for enterprise marketers and product managers.

Share
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Streamlining Your Business Case for Executive Approval

Discover how the Pyramid Principle can transform your high-stakes presentations and business cases. Learn to communicate with clarity and focus, essential for enterprise marketers and product managers.

Share
Tweet
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