Lic Plan Presentation
Roy Dassow
Unable to attend a recent State Health Plan webinar or onsite event? No problem! You can find the PowerPoint presentation (video if applicable) for the meeting you missed by clicking on the links below:
As with any assignment, it's important to first check the assignment requirements before you start planning your presentation. Read over the assignment requirements and make sure you understand the following:
Using transition and signal phrases throughout your presentation will help keep it organized and ensure your thoughts are communicated clearly. Try using some of the phrases below to introduce ideas and structure your presentation.
You have to give an oral presentation in two days on a topic of your choice, regarding research in your major. How do you plan for this presentation? Just like writing an essay, you start with a plan.
This is one of the most important steps when planning and delivering a presentation. It is essential that you know whowill be listening to your presentation and remembering to adjust your words, your visuals and your expectations, however, your goal should be the same, making sure the audience understands what you have presented to them.
Layout your basic talking points. Like that of an essay, you have the opening statement, your body paragraphs, and your closing statement. Try not to overload your outline, or note cards with too many words. Your purpose as a presenter is to have knowledge of your topic, therefore too many words will give the audience the impression that you are not knowledgeable of the information you are presenting.
This is the most important step of all those outlined. Practicing what you are going to say, how you are going to say it is the essential to giving a presentation. Practice with friends or family, or with yourself in the mirror. This practice will take away some of the anxieties we get when talking in front of others as well as increase your confidence.
Once you've developed a thorough business plan by following the steps and utilizing the resources provided in the 'How To Write A Business Plan' section, you're now prepared to create an impactful business plan pitch presentation using the template and resources available below. If you require any assistance, please feel free to reach out to one of the business librarians listed on this page.
On this slide, discuss the problem you're solving and who it affects. Try to share a relatable story to illustrate the problem. The more you can make the problem feel real, the better your investors will understand your business and goals.
Once you've highlighted the problem, explain your solution using clear and engaging language, like you're telling a story. Describe your product or service, what it does, and how it helps your customers, while also mentioning how it stacks up against the competition.
This slide is to demonstrate to investors that your business has a well-defined and attainable market. Utilize the market research data from your business plan to underscore the size of the potential customer base and present the various market segments your business intends to target.
Dedicate this slide to outlining your marketing and sales strategy. Provide an in-depth overview of the key tactics you'll employ to reach potential customers and showcase your understanding of how to connect with your target market through various sales channels. If your approach differs from that of your competitors, use this opportunity to emphasize those distinctions.
Use this slide to convey why you and your team are the ideal candidates to lead and nurture this company. Highlight the unique experiences and expertise that set you apart from others. Showcase key team members, their achievements, and the specialized skills they bring to the table. If your team is still evolving, pinpoint essential roles that remain to be filled and explain their critical importance in driving the company's growth.
Investors will want to see your financials, including sales projections, income statements, and cash flow forecasts for at least three years. However, for your pitch deck, keep it simple. In this slide, use charts to show sales, the number of customers, expenses, and profits. Be ready to explain how you came up with your sales goals and what drives your expenses.
This slide is meant for presenting your funding request. Your prospective investors need to know the specific amount you are seeking. Additionally, it's crucial to explain the reasons behind this funding request and outline how you intend to use the capital. Investors are eager to understand how their investment will be utilized to drive your business toward its defined objectives.
Successful presentations depend on good preparation. Think about the purpose of your presentation and the audience. If you are presenting as part of an assessment, check your brief, marking criteria and guidance carefully.
Having RCM services that handle insurance verification will help you with treatment plan presentation, because verification helps you explain how insurance may help cover the cost of care. DCS offers insurance verification services as part of our end-to-end RCM offerings.
The key to this type of treatment presentation is making sure that the patient totally understands WHY they need the treatment and the VALUE of getting it done. Be sure to express the consequences of not receiving this treatment, especially if it will lead to more expensive treatment in the future.
You can present a ballpark number to patients to help them prepare, but you should always start with the full cost of the treatment so that they know they are ultimately responsible, should their insurance not cover it.
Unlike predeterminations, insurance verification provides you with the information you need to present treatment to patients. Verification gives you a more comprehensive view of benefits. DCS insurance verification services deliver fast and easy technology-assisted verification.
Presenting a dental treatment plan to a patient can be a daunting task, but by following these three simple rules of thumb, and using insurance verification services, you can deliver a clear, concise, and effective presentation.
By addressing your patients' concerns, providing written information, and encouraging questions, you can build trust and foster positive relationships with your patients. And when you are clear and transparent about patient financial responsibility before their treatment, you will have less trouble collecting from them afterward.
DCS Insurance Verification services can help you provide basic information to your patients about their insurance coverage, focusing on the estimate of their out-of-pocket cost. To learn more, schedule a call with us.
One approach that can help create a more engaging and productive plan presentation is to 'flip' the meeting so that some (or most) of the information is presented in advance rather than during the meeting itself. By sending meeting materials (including recommendations) in advance up front, clients can absorb and reflect on the information on their own time, freeing up meeting time to focus on questions the client has (which will presumably be more thoughtful and relevant after spending some time to think about them, versus 'on-the-spot' questions that arise immediately after the advisor presents the information). Not only can sending user-friendly materials (such as short video clips recorded in apps such as Loom) help clients better engage with the financial planning recommendations, but they can also help clients establish a baseline knowledge of the technology required for key analyses (e.g., Monte Carlo analysis) that might otherwise be difficult to understand when first encountered in a plan presentation meeting. This allows the advisor to focus on the client's plan and recommendations instead of on how the tech is used.
Meghaan R. Lurtz, is our Senior Research Associate at Kitces.com. In addition to her work on the site, Meghaan teaches at the University of Maryland University College in their CFP program. Meghaan has finished her Ph.D. in Personal Financial Planning at Kansas State University. Meghaan is also the current President of the Financial Therapy Association. She can be reached at [email protected].
Part of the issue is that using a lecture-style presentation is often thought to be the most efficient way to deliver large amounts of information. However, clients (like students attending a boring classroom seminar) will generally tune out when they have trouble staying focused or keeping up with the information bombarding them. And while conveying information to clients might be an advisor's primary objective during a planning meeting, what's equally important is keeping clients engaged. Because engaging clients in the financial process is key to helping them comprehend and apply the information to their lives.
The difficulty of engaging clients with lecture-style presentations may explain the rise in collaborative plan presentation meetings revealed by the latest Kitces Research study on How Financial Planners Actually Do Financial Planning, which assessed how advisors prepare and present plans, breaking down their methods into 4 broad categories: calculator, comprehensive, custom, and collaborative. The results indicated that nearly half of the advisors in the study use planning software as a collaborative tool in client meetings (up from only about 1/3 of advisors who reported using collaborative planning methods in our earlier study conducted in 2018). Collaborative meetings support client engagement by demonstrating the advisor's desire to talk with their client, not just to talk at them.
Yet, using technology tools that facilitate collaborative financial planning meetings comes with its own challenges. In addition to the large amounts of information that advisors want to convey to clients, there is also a learning curve for clients to understand the features of the financial planning software itself, as clients need a base level of familiarity with at least some of the technology to engage in the meeting at all. And while collaborative tech tools may be useful to encourage engagement with tech-savvy clients, they may not improve participation for clients who may not be as comfortable with the same tech tools. For these clients, collaboration can become more difficult, and trying to implement tech tools to help them engage may simply cause them to shut down instead.
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