how to do a case presentation powerpoint

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Blog Business How to Present a Case Study like a Pro (With Examples)

How to Present a Case Study like a Pro (With Examples)

Written by: Danesh Ramuthi Sep 07, 2023

Okay, let’s get real: case studies can be kinda snooze-worthy. But guess what? They don’t have to be!

In this article, I will cover every element that transforms a mere report into a compelling case study, from selecting the right metrics to using persuasive narrative techniques.

And if you’re feeling a little lost, don’t worry! There are cool tools like Venngage’s Case Study Creator to help you whip up something awesome, even if you’re short on time. Plus, the pre-designed case study templates are like instant polish because let’s be honest, everyone loves a shortcut.

Click to jump ahead: 

What is a case study presentation?

What is the purpose of presenting a case study, how to structure a case study presentation, how long should a case study presentation be, 5 case study presentation examples with templates, 6 tips for delivering an effective case study presentation, 5 common mistakes to avoid in a case study presentation, how to present a case study faqs.

A case study presentation involves a comprehensive examination of a specific subject, which could range from an individual, group, location, event, organization or phenomenon.

They’re like puzzles you get to solve with the audience, all while making you think outside the box.

Unlike a basic report or whitepaper, the purpose of a case study presentation is to stimulate critical thinking among the viewers. 

The primary objective of a case study is to provide an extensive and profound comprehension of the chosen topic. You don’t just throw numbers at your audience. You use examples and real-life cases to make you think and see things from different angles.

The primary purpose of presenting a case study is to offer a comprehensive, evidence-based argument that informs, persuades and engages your audience.

Here’s the juicy part: presenting that case study can be your secret weapon. Whether you’re pitching a groundbreaking idea to a room full of suits or trying to impress your professor with your A-game, a well-crafted case study can be the magic dust that sprinkles brilliance over your words.

Think of it like digging into a puzzle you can’t quite crack . A case study lets you explore every piece, turn it over and see how it fits together. This close-up look helps you understand the whole picture, not just a blurry snapshot.

It’s also your chance to showcase how you analyze things, step by step, until you reach a conclusion. It’s all about being open and honest about how you got there.

Besides, presenting a case study gives you an opportunity to connect data and real-world scenarios in a compelling narrative. It helps to make your argument more relatable and accessible, increasing its impact on your audience.

One of the contexts where case studies can be very helpful is during the job interview. In some job interviews, you as candidates may be asked to present a case study as part of the selection process.

Having a case study presentation prepared allows the candidate to demonstrate their ability to understand complex issues, formulate strategies and communicate their ideas effectively.

The way you present a case study can make all the difference in how it’s received. A well-structured presentation not only holds the attention of your audience but also ensures that your key points are communicated clearly and effectively.

In this section, let’s go through the key steps that’ll help you structure your case study presentation for maximum impact.

Let’s get into it. 

Open with an introductory overview 

Start by introducing the subject of your case study and its relevance. Explain why this case study is important and who would benefit from the insights gained. This is your opportunity to grab your audience’s attention.

Explain the problem in question

Dive into the problem or challenge that the case study focuses on. Provide enough background information for the audience to understand the issue. If possible, quantify the problem using data or metrics to show the magnitude or severity.

Detail the solutions to solve the problem

After outlining the problem, describe the steps taken to find a solution. This could include the methodology, any experiments or tests performed and the options that were considered. Make sure to elaborate on why the final solution was chosen over the others.

Key stakeholders Involved

Talk about the individuals, groups or organizations that were directly impacted by or involved in the problem and its solution. 

Stakeholders may experience a range of outcomes—some may benefit, while others could face setbacks.

For example, in a business transformation case study, employees could face job relocations or changes in work culture, while shareholders might be looking at potential gains or losses.

Discuss the key results & outcomes

Discuss the results of implementing the solution. Use data and metrics to back up your statements. Did the solution meet its objectives? What impact did it have on the stakeholders? Be honest about any setbacks or areas for improvement as well.

Include visuals to support your analysis

Visual aids can be incredibly effective in helping your audience grasp complex issues. Utilize charts, graphs, images or video clips to supplement your points. Make sure to explain each visual and how it contributes to your overall argument.

Pie charts illustrate the proportion of different components within a whole, useful for visualizing market share, budget allocation or user demographics.

This is particularly useful especially if you’re displaying survey results in your case study presentation.

Stacked charts on the other hand are perfect for visualizing composition and trends. This is great for analyzing things like customer demographics, product breakdowns or budget allocation in your case study.

Consider this example of a stacked bar chart template. It provides a straightforward summary of the top-selling cake flavors across various locations, offering a quick and comprehensive view of the data.

Not the chart you’re looking for? Browse Venngage’s gallery of chart templates to find the perfect one that’ll captivate your audience and level up your data storytelling.

Recommendations and next steps

Wrap up by providing recommendations based on the case study findings. Outline the next steps that stakeholders should take to either expand on the success of the project or address any remaining challenges.

Acknowledgments and references

Thank the people who contributed to the case study and helped in the problem-solving process. Cite any external resources, reports or data sets that contributed to your analysis.

Feedback & Q&A session

Open the floor for questions and feedback from your audience. This allows for further discussion and can provide additional insights that may not have been considered previously.

Closing remarks

Conclude the presentation by summarizing the key points and emphasizing the takeaways. Thank your audience for their time and participation and express your willingness to engage in further discussions or collaborations on the subject.

Well, the length of a case study presentation can vary depending on the complexity of the topic and the needs of your audience. However, a typical business or academic presentation often lasts between 15 to 30 minutes. 

This time frame usually allows for a thorough explanation of the case while maintaining audience engagement. However, always consider leaving a few minutes at the end for a Q&A session to address any questions or clarify points made during the presentation.

When it comes to presenting a compelling case study, having a well-structured template can be a game-changer. 

It helps you organize your thoughts, data and findings in a coherent and visually pleasing manner. 

Not all case studies are created equal and different scenarios require distinct approaches for maximum impact. 

To save you time and effort, I have curated a list of 5 versatile case study presentation templates, each designed for specific needs and audiences. 

Here are some best case study presentation examples that showcase effective strategies for engaging your audience and conveying complex information clearly.

1 . Lab report case study template

Ever feel like your research gets lost in a world of endless numbers and jargon? Lab case studies are your way out!

Think of it as building a bridge between your cool experiment and everyone else. It’s more than just reporting results – it’s explaining the “why” and “how” in a way that grabs attention and makes sense.

This lap report template acts as a blueprint for your report, guiding you through each essential section (introduction, methods, results, etc.) in a logical order.

Want to present your research like a pro? Browse our research presentation template gallery for creative inspiration!

2. Product case study template

It’s time you ditch those boring slideshows and bullet points because I’ve got a better way to win over clients: product case study templates.

Instead of just listing features and benefits, you get to create a clear and concise story that shows potential clients exactly what your product can do for them. It’s like painting a picture they can easily visualize, helping them understand the value your product brings to the table.

Grab the template below, fill in the details, and watch as your product’s impact comes to life!

3. Content marketing case study template

In digital marketing, showcasing your accomplishments is as vital as achieving them. 

A well-crafted case study not only acts as a testament to your successes but can also serve as an instructional tool for others. 

With this coral content marketing case study template—a perfect blend of vibrant design and structured documentation, you can narrate your marketing triumphs effectively.

4. Case study psychology template

Understanding how people tick is one of psychology’s biggest quests and case studies are like magnifying glasses for the mind. They offer in-depth looks at real-life behaviors, emotions and thought processes, revealing fascinating insights into what makes us human.

Writing a top-notch case study, though, can be a challenge. It requires careful organization, clear presentation and meticulous attention to detail. That’s where a good case study psychology template comes in handy.

Think of it as a helpful guide, taking care of formatting and structure while you focus on the juicy content. No more wrestling with layouts or margins – just pour your research magic into crafting a compelling narrative.

5. Lead generation case study template

Lead generation can be a real head-scratcher. But here’s a little help: a lead generation case study.

Think of it like a friendly handshake and a confident resume all rolled into one. It’s your chance to showcase your expertise, share real-world successes and offer valuable insights. Potential clients get to see your track record, understand your approach and decide if you’re the right fit.

No need to start from scratch, though. This lead generation case study template guides you step-by-step through crafting a clear, compelling narrative that highlights your wins and offers actionable tips for others. Fill in the gaps with your specific data and strategies, and voilà! You’ve got a powerful tool to attract new customers.

Related: 15+ Professional Case Study Examples [Design Tips + Templates]

So, you’ve spent hours crafting the perfect case study and are now tasked with presenting it. Crafting the case study is only half the battle; delivering it effectively is equally important. 

Whether you’re facing a room of executives, academics or potential clients, how you present your findings can make a significant difference in how your work is received. 

Forget boring reports and snooze-inducing presentations! Let’s make your case study sing. Here are some key pointers to turn information into an engaging and persuasive performance:

• Know your audience : Tailor your presentation to the knowledge level and interests of your audience. Remember to use language and examples that resonate with them.
• Rehearse : Rehearsing your case study presentation is the key to a smooth delivery and for ensuring that you stay within the allotted time. Practice helps you fine-tune your pacing, hone your speaking skills with good word pronunciations and become comfortable with the material, leading to a more confident, conversational and effective presentation.
• Start strong : Open with a compelling introduction that grabs your audience’s attention. You might want to use an interesting statistic, a provocative question or a brief story that sets the stage for your case study.
• Be clear and concise : Avoid jargon and overly complex sentences. Get to the point quickly and stay focused on your objectives.
• Use visual aids : Incorporate slides with graphics, charts or videos to supplement your verbal presentation. Make sure they are easy to read and understand.
• Tell a story : Use storytelling techniques to make the case study more engaging. A well-told narrative can help you make complex data more relatable and easier to digest.

Ditching the dry reports and slide decks? Venngage’s case study templates let you wow customers with your solutions and gain insights to improve your business plan. Pre-built templates, visual magic and customer captivation – all just a click away. Go tell your story and watch them say “wow!”

Nailed your case study, but want to make your presentation even stronger? Avoid these common mistakes to ensure your audience gets the most out of it:

Overloading with information

A case study is not an encyclopedia. Overloading your presentation with excessive data, text or jargon can make it cumbersome and difficult for the audience to digest the key points. Stick to what’s essential and impactful. Need help making your data clear and impactful? Our data presentation templates can help! Find clear and engaging visuals to showcase your findings.

Lack of structure

Jumping haphazardly between points or topics can confuse your audience. A well-structured presentation, with a logical flow from introduction to conclusion, is crucial for effective communication.

Ignoring the audience

Different audiences have different needs and levels of understanding. Failing to adapt your presentation to your audience can result in a disconnect and a less impactful presentation.

Poor visual elements

While content is king, poor design or lack of visual elements can make your case study dull or hard to follow. Make sure you use high-quality images, graphs and other visual aids to support your narrative.

Not focusing on results

A case study aims to showcase a problem and its solution, but what most people care about are the results. Failing to highlight or adequately explain the outcomes can make your presentation fall flat.

How to start a case study presentation?

Starting a case study presentation effectively involves a few key steps:

• Grab attention : Open with a hook—an intriguing statistic, a provocative question or a compelling visual—to engage your audience from the get-go.
• Set the stage : Briefly introduce the subject, context and relevance of the case study to give your audience an idea of what to expect.
• Outline objectives : Clearly state what the case study aims to achieve. Are you solving a problem, proving a point or showcasing a success?
• Agenda : Give a quick outline of the key sections or topics you’ll cover to help the audience follow along.
• Set expectations : Let your audience know what you want them to take away from the presentation, whether it’s knowledge, inspiration or a call to action.

How to present a case study on PowerPoint and on Google Slides?

Presenting a case study on PowerPoint and Google Slides involves a structured approach for clarity and impact using presentation slides :

• Title slide : Start with a title slide that includes the name of the case study, your name and any relevant institutional affiliations.
• Introduction : Follow with a slide that outlines the problem or situation your case study addresses. Include a hook to engage the audience.
• Objectives : Clearly state the goals of the case study in a dedicated slide.
• Findings : Use charts, graphs and bullet points to present your findings succinctly.
• Analysis : Discuss what the findings mean, drawing on supporting data or secondary research as necessary.
• Conclusion : Summarize key takeaways and results.
• Q&A : End with a slide inviting questions from the audience.

What’s the role of analysis in a case study presentation?

The role of analysis in a case study presentation is to interpret the data and findings, providing context and meaning to them. 

It helps your audience understand the implications of the case study, connects the dots between the problem and the solution and may offer recommendations for future action.

Is it important to include real data and results in the presentation?

Yes, including real data and results in a case study presentation is crucial to show experience,  credibility and impact. Authentic data lends weight to your findings and conclusions, enabling the audience to trust your analysis and take your recommendations more seriously

How do I conclude a case study presentation effectively?

To conclude a case study presentation effectively, summarize the key findings, insights and recommendations in a clear and concise manner. 

End with a strong call-to-action or a thought-provoking question to leave a lasting impression on your audience.

What’s the best way to showcase data in a case study presentation ?

The best way to showcase data in a case study presentation is through visual aids like charts, graphs and infographics which make complex information easily digestible, engaging and creative. 

Don’t just report results, visualize them! This template for example lets you transform your social media case study into a captivating infographic that sparks conversation.

Choose the type of visual that best represents the data you’re showing; for example, use bar charts for comparisons or pie charts for parts of a whole. 

Ensure that the visuals are high-quality and clearly labeled, so the audience can quickly grasp the key points. 

Keep the design consistent and simple, avoiding clutter or overly complex visuals that could distract from the message.

Choose a template that perfectly suits your case study where you can utilize different visual aids for maximum impact. 

Need more inspiration on how to turn numbers into impact with the help of infographics? Our ready-to-use infographic templates take the guesswork out of creating visual impact for your case studies with just a few clicks.

Related: 10+ Case Study Infographic Templates That Convert

Congrats on mastering the art of compelling case study presentations! This guide has equipped you with all the essentials, from structure and nuances to avoiding common pitfalls. You’re ready to impress any audience, whether in the boardroom, the classroom or beyond.

And remember, you’re not alone in this journey. Venngage’s Case Study Creator is your trusty companion, ready to elevate your presentations from ordinary to extraordinary. So, let your confidence shine, leverage your newly acquired skills and prepare to deliver presentations that truly resonate.

Go forth and make a lasting impact!

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The Ultimate Patient Case Presentation Template for Med Students

• April 6, 2024
• / Reviewed by: Amy Rontal, MD

Knowing how to deliver a patient presentation is one of the most important skills to learn on your journey to becoming a physician. After all, when you’re on a medical team, you’ll need to convey all the critical information about a patient in an organized manner without any gaps in knowledge transfer.

One big caveat: opinions about the correct way to present a patient are highly personal and everyone is slightly different. Additionally, there’s a lot of variation in presentations across specialties, and even for ICU vs floor patients.

My goal with this blog is to give you the most complete version of a patient presentation, so you can tailor your presentations to the preferences of your attending and team. So, think of what follows as a model for presenting any general patient.

Here’s a breakdown of what goes into the typical patient presentation.

Looking for some help studying your shelf/Step 2 studying with clinical rotations? Try our combined   Step 2 & Shelf Exams Qbank  with 5,500 practice questions— free for 7 days!

7 Ingredients for a Patient Case Presentation Template

1. the one-liner.

The one-liner is a succinct sentence that primes your listeners to the patient.

A typical format is: “[Patient name] is a [age] year-old [gender] with past medical history of [X] presenting with [Y].

2. The Chief Complaint

This is a very brief statement of the patient’s complaint in their own words. A common pitfall is when medical students say that the patient had a chief complaint of some medical condition (like cholecystitis) and the attending asks if the patient really used that word!

An example might be, “Patient has chief complaint of difficulty breathing while walking.”

3. History of Present Illness (HPI)

The goal of the HPI is to illustrate the story of the patient’s complaint. I remember when I first began medical school, I had a lot of trouble determining what was relevant and ended up giving a lot of extra details. Don’t worry if you have the same issue. With time, you’ll learn which details are important. 

The OPQRST Framework

In the beginning of your clinical experience, a helpful framework to use is OPQRST:

Describe when the issue started, and if it occurs during certain environmental or personal exposures.

P rovocative

Report if there are any factors that make the pain better or worse. These can be broad, like noting their shortness of breath worsened when lying flat, or their symptoms resolved during rest. 

Relay how the patient describes their pain or associated symptoms. For example, does the patient have a burning versus a pressure sensation? Are they feeling weakness, stiffness, or pain?

R egion/Location

Indicate where the pain is located and if it radiates anywhere.

Talk about how bad the pain is for the patient. Typically, a 0-10 pain scale is useful to provide some objective measure.

Discuss how long the pain lasts and how often it occurs.

A Case Study

While the OPQRST framework is great when starting out, it can be limiting. Let’s take an example where the patient is not experiencing pain and comes in with altered mental status along with diffuse jaundice of the skin and a history of chronic liver disease. You will find that certain sections of OPQRST do not apply. In this event, the HPI is still a story, but with a different framework. Try to go in chronological order. Include relevant details like if there have been any changes in medications, diet, or bowel movements.

Pertinent Positive and Negative Symptoms

Regardless of the framework you use, the name of the game is pertinent positive and negative symptoms the patient is experiencing. I’d like to highlight the word “pertinent.” It’s less likely the patient’s chronic osteoarthritis and its management is related to their new onset shortness of breath, but it’s still important for knowing the patient’s complete medical picture. A better place to mention these details would be in the “Past Medical History” section, and reserve the HPI portion for more pertinent history. As you become exposed to more illness scripts, experience will teach you which parts of the history are most helpful to state. Also, as you spend more time on the wards, you will pick up on which questions are relevant and important to ask during the patient interview.   By painting a clear picture with pertinent positives and negatives during your presentation, the history will guide what may be higher or lower on the differential diagnosis. Some other important components to add are the patient’s additional past medical/surgical history, family history, social history, medications, allergies, and immunizations.

The HEADSSS Method

Particularly, the social history is an important time to describe the patient as a complete person and understand how their life story may affect their present condition. One way of organizing the social history is the HEADSSS method: – H ome living situation and relationships – E ducation and employment – A ctivities and hobbies – D rug use (alcohol, tobacco, cocaine, etc.) Note frequency of use, and if applicable, be sure to add which types of alcohol consumption (like beer versus hard liquor) and forms of drug use. – S exual history (partners, STI history, pregnancy plans) – S uicidality and depression – S piritual and religious history   Again, there’s a lot of variation in presenting social history, so just follow the lead of your team. For example, it’s not always necessary/relevant to obtain a sexual history, so use your judgment of the situation.

4. Review of Symptoms

Oftentimes, most elements of this section are embedded within the HPI. If there are any additional symptoms not mentioned in the HPI, it’s appropriate to state them here.

5. Objective

Vital signs.

Some attendings love to hear all five vital signs: temperature, blood pressure (mean arterial pressure if applicable), heart rate, respiratory rate, and oxygen saturation. Others are happy with “afebrile and vital signs stable.” Just find out their preference and stick to that. 

Physical Exam  

This is one of the most important parts of the patient presentation for any specialty. It paints a picture of how the patient looks and can guide acute management like in the case of a rigid abdomen. As discussed in the HPI section, typically you should report pertinent positives and negatives. When you’re starting out, your attending and team may prefer for you to report all findings as part of your learning. For example, pulmonary exam findings can be reported as: “Regular chest appearance. No abnormalities on palpation. Lungs resonant to percussion. Clear to auscultation bilaterally without crackles, rhonchi, or wheezing.” Typically, you want to report the physical exams in a head to toe format: General Appearance, Mental Status, Neurologic, Eyes/Ears/Nose/Mouth/Neck, Cardiovascular, Pulmonary, Breast, Abdominal, Genitourinary, Musculoskeletal, and Skin. Depending on the situation, additional exams can be incorporated as applicable.

Now comes reporting pertinent positive and negative labs. Several labs are often drawn upon admission. It’s easy to fall into the trap of reading off all the labs and losing everyone’s attention. Here are some pieces of advice: 

You normally can’t go wrong sticking to abnormal lab values. 

One qualification is that for a patient with concern for acute coronary syndrome, reporting a normal troponin is essential. Also, stating the normalization of previously abnormal lab values like liver enzymes is important.

Demonstrate trends in lab values.

A lab value is just a single point in time and does not paint the full picture. For example, a hemoglobin of 10g/dL in a patient at 15g/dL the previous day is a lot more concerning than a patient who has been stable at 10g/dL for a week.

Try to avoid editorializing in this section.

Save your analysis of the labs for the assessment section. Again, this can be a point of personal preference. In my experience, the team typically wants the raw objective data in this section. This is also a good place to state the ins and outs of your patient (if applicable). In some patients, these metrics are strictly recorded and are typically reported as total fluid in and out over the past day followed by the net fluid balance. For example, “1L in, 2L out, net -1L over the past 24 hours.”

6. Diagnostics/Imaging

Next, you’ll want to review any important diagnostic tests and imaging. For example, describe how the EKG and echo look in a patient presenting with chest pain or the abdominal CT scan in a patient with right lower quadrant abdominal pain. Try to provide your own interpretation to develop your skills and then include the final impression. Also, report if a diagnostic test is still pending.

7. Assessment/Plan

This is the fun part where you get to use your critical thinking (aka doctor) skills! For the scope of this blog, we’ll review a problem-based plan. It’s helpful to begin with a summary statement that incorporates the one-liner, presenting issue(s)/diagnosis(es), and patient stability. Then, go through all the problems relevant to the admission. You can impress your audience by casting a wide differential diagnosis and going through the elements of your patient presentation that support one diagnosis over another.  Following your assessment, try to suggest a management plan. In a patient with congestive heart failure exacerbation, initiating a diuresis regimen and measuring strict ins/outs are good starting points. You may even suggest a follow-up on their latest ejection fraction with an echo and check if they’re on guideline-directed medical therapy. Again, with more time on the clinical wards you’ll start to pick up on what management plan to suggest. One pointer is to talk about all relevant problems, not just the presenting issue. For example, a patient with diabetes may need to be put on a sliding scale insulin regimen or another patient may require physical/occupational therapy. Just try to stay organized and be comprehensive.

A Note About Patient Presentation Skills

When you’re doing your first patient presentations, it’s common to feel nervous. There may be a lot of “uhs” and “ums.”

Here’s the good news: you don’t have to be perfect! You just need to make a good faith attempt and keep on going with the presentation.

With time, your confidence will build. Practice your fluency in the mirror when you have a chance. No one was born knowing medicine and everyone has gone through the same stages of learning you are!

Practice your presentation a couple times before you present to the team if you have time. Pull a resident aside if they have the bandwidth to make sure you have all the information you need. 

One big piece of advice: NEVER LIE. If you don’t know a specific detail, it’s okay to say, “I’m not sure, but I can look that up.” Someone on your team can usually retrieve the information while you continue on with your presentation.

Example Patient Case Presentation Template

Here’s a blank patient case presentation template that may come in handy. You can adapt it to best fit your needs.   One-Liner:   Chief Complaint:   History of Present Illness:   Past Medical History: Past Surgical History: Family History: Social History: Medications: Allergies: Immunizations:   ROS:   Objective:   Vital Signs : Temp ___ BP ___ /___ HR ___ RR ___ O2 sat ___   Physical Exam:

General Appearance:

Mental Status:

Neurological:

Eyes, Ears, Nose, Mouth, and Neck:

Cardiovascular:

Genitourinary:

Musculoskeletal:

Most Recent Labs:

Previous Labs:

Diagnostics/Imaging:

Impression/Interpretation:

Assessment/Plan:

One-line summary:

#Problem 1:

Assessment:

#Problem 2:

Final Thoughts on Patient Presentations

I hope this post demystified the patient presentation for you. Be sure to stay organized in your delivery and be flexible with the specifications your team may provide.   Something I’d like to highlight is that you may need to tailor the presentation to the specialty you’re on. For example, on OB/GYN, it’s important to include a pregnancy history. Nonetheless, the aforementioned template should set you up for success from a broad overview perspective.   Stay tuned for my next post on how to give an ICU patient presentation. And if you’d like me to address any other topics in a blog, write to me at [email protected] ! Looking for more (free!) content to help you through clinical rotations? Check out these other posts from Blueprint tutors on the Med School blog:

• How I Balanced My Clinical Rotations with Shelf Exam Studying
• How (and Why) to Use a Qbank to Prepare for USMLE Step 2
• How to Study For Shelf Exams: A Tutor’s Guide

About the Author

Hailing from Phoenix, AZ, Neelesh is an enthusiastic, cheerful, and patient tutor. He is a fourth year medical student at the Keck School of Medicine of the University of Southern California and serves as president for the Class of 2024. He is applying to surgery programs for residency. He also graduated as valedictorian of his high school and the USC Viterbi School of Engineering, obtaining a B.S. in Biomedical Engineering in 2020. He discovered his penchant for teaching when he began tutoring his friends for the SAT and ACT in the summer of 2015 out of his living room. Outside of the academic sphere, Neelesh enjoys surfing at San Onofre Beach and hiking in the Santa Monica Mountains. Twitter: @NeeleshBagrodia LinkedIn: http://www.linkedin.com/in/neelesh-bagrodia

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9 Creative Case Study Presentation Examples & Templates

Learn from proven case study presentation examples and best practices how to get creative, stand out, engage your audience, excite action, and drive results.

9 minute read

helped business professionals at:

Short answer

What makes a good case study presentation?

A good case study presentation has an engaging story, a clear structure, real data, visual aids, client testimonials, and a strong call to action. It informs and inspires, making the audience believe they can achieve similar results.

Dull case studies can cost you clients.

A boring case study presentation doesn't just risk putting your audience to sleep—it can actuallyl ead to lost sales and missed opportunities.

When your case study fails to inspire, it's your bottom line that suffers.

Interactive elements are the secret sauce for successful case study presentations.

They not only increase reader engagement by 22% but also lead to a whopping 41% more decks being read fully , proving that the winning deck is not a monologue but a conversation that involves the reader.

Let me show you shape your case studies into compelling narratives that hook your audience and drive revenue.

Let’s go!

How to create a case study presentation that drives results?

Crafting a case study presentation that truly drives results is about more than just data—it's about storytelling, engagement, and leading your audience down the sales funnel.

Here's how you can do it:

Tell a story: Each case study should follow a narrative arc. Start with the problem, introduce your solution, and showcase the results. Make it compelling and relatable.

Leverage data: Hard numbers build credibility. Use them to highlight your successes and reinforce your points.

Use visuals: Images, infographics, and videos can enhance engagement, making complex information more digestible and memorable.

Add interactive elements: Make your presentation a two-way journey. Tools like tabs and live data calculators can increase time spent on your deck by 22% and the number of full reads by 41% .

Finish with a strong call-to-action: Every good story needs a conclusion. Encourage your audience to take the next step in their buyer journey with a clear, persuasive call-to-action.

Visual representation of what a case study presentation should do:

How to write an engaging case study presentation?

Creating an engaging case study presentation involves strategic storytelling, understanding your audience, and sparking action.

In this guide, I'll cover the essentials to help you write a compelling narrative that drives results.

What is the best format for a business case study presentation?

4 best format types for a business case study presentation:

• Problem-solution case study
• Before-and-after case study
• Success story case study
• Interview style case study

Each style has unique strengths, so pick one that aligns best with your story and audience. For a deeper dive into these formats, check out our detailed blog post on case study format types .

What to include in a case study presentation?

An effective case study presentation contains 7 key elements:

• Introduction
• Company overview
• The problem/challenge
• Your solution
• Customer quotes/testimonials

To learn more about what should go in each of these sections, check out our post on what is a case study .

How to motivate readers to take action?

Based on BJ Fogg's behavior model , successful motivation involves 3 components:

This is all about highlighting the benefits. Paint a vivid picture of the transformative results achieved using your solution.

Use compelling data and emotive testimonials to amplify the desire for similar outcomes, therefore boosting your audience's motivation.

This refers to making the desired action easy to perform. Show how straightforward it is to implement your solution.

Use clear language, break down complex ideas, and reinforce the message that success is not just possible, but also readily achievable with your offering.

This is your powerful call-to-action (CTA), the spark that nudges your audience to take the next step. Ensure your CTA is clear, direct, and tied into the compelling narrative you've built.

It should leave your audience with no doubt about what to do next and why they should do it.

Here’s how you can do it with Storydoc:

How to adapt your presentation for your specific audience?

Every audience is different, and a successful case study presentation speaks directly to its audience's needs, concerns, and desires.

Understanding your audience is crucial. This involves researching their pain points, their industry jargon, their ambitions, and their fears.

Then, tailor your presentation accordingly. Highlight how your solution addresses their specific problems. Use language and examples they're familiar with. Show them how your product or service can help them reach their goals.

A case study presentation that's tailor-made for its audience is not just a presentation—it's a conversation that resonates, engages, and convinces.

How to design a great case study presentation?

A powerful case study presentation is not only about the story you weave—it's about the visual journey you create.

Let's navigate through the design strategies that can transform your case study presentation into a gripping narrative.

Add interactive elements

Static design has long been the traditional route for case study presentations—linear, unchanging, a one-size-fits-all solution.

However, this has been a losing approach for a while now. Static content is killing engagement, but interactive design will bring it back to life.

It invites your audience into an evolving, immersive experience, transforming them from passive onlookers into active participants.

Which of these presentations would you prefer to read?

Use narrated content design (scrollytelling)

Scrollytelling combines the best of scrolling and storytelling. This innovative approach offers an interactive narrated journey controlled with a simple scroll.

It lets you break down complex content into manageable chunks and empowers your audience to control their reading pace.

To make this content experience available to everyone, our founder, Itai Amoza, collaborated with visualization scientist Prof. Steven Franconeri to incorporate scrollytelling into Storydoc.

This collaboration led to specialized storytelling slides that simplify content and enhance engagement (which you can find and use in Storydoc).

Here’s an example of Storydoc scrollytelling:

Bring your case study to life with multimedia

Multimedia brings a dynamic dimension to your presentation. Video testimonials lend authenticity and human connection. Podcast interviews add depth and diversity, while live graphs offer a visually captivating way to represent data.

Each media type contributes to a richer, more immersive narrative that keeps your audience engaged from beginning to end.

Prioritize mobile-friendly design

In an increasingly mobile world, design must adapt. Avoid traditional, non-responsive formats like PPT, PDF, and Word.

Opt for a mobile-optimized design that guarantees your presentation is always at its best, regardless of the device.

As a significant chunk of case studies are opened on mobile, this ensures wider accessibility and improved user experience , demonstrating respect for your audience's viewing preferences.

Here’s what a traditional static presentation looks like as opposed to a responsive deck:

Streamline the design process

Creating a case study presentation usually involves wrestling with an AI website builder .

It's a dance that often needs several partners - designers to make it look good, developers to make it work smoothly, and plenty of time to bring it all together.

Building, changing, and personalizing your case study can feel like you're climbing a mountain when all you need is to cross a hill.

By switching to Storydoc’s interactive case study creator , you won’t need a tech guru or a design whizz, just your own creativity.

You’ll be able to create a customized, interactive presentation for tailored use in sales prospecting or wherever you need it without the headache of mobilizing your entire team.

Storydoc will automatically adjust any change to your presentation layout, so you can’t break the design even if you tried.

Case study presentation examples that engage readers

Let’s take a deep dive into some standout case studies.

These examples go beyond just sharing information – they're all about captivating and inspiring readers. So, let’s jump in and uncover the secret behind what makes them so effective.

What makes this deck great:

• A video on the cover slide will cause 32% more people to interact with your case study .
• The running numbers slide allows you to present the key results your solution delivered in an easily digestible way.
• The ability to include 2 smart CTAs gives readers the choice between learning more about your solution and booking a meeting with you directly.

Light mode case study

• The ‘read more’ button is perfect if you want to present a longer case without overloading readers with walls of text.
• The timeline slide lets you present your solution in the form of a compelling narrative.
• A combination of text-based and visual slides allows you to add context to the main insights.

Marketing case study

• Tiered slides are perfect for presenting multiple features of your solution, particularly if they’re relevant to several use cases.
• Easily customizable slides allow you to personalize your case study to specific prospects’ needs and pain points.
• The ability to embed videos makes it possible to show your solution in action instead of trying to describe it purely with words.

UX case study

• Various data visualization components let you present hard data in a way that’s easier to understand and follow.
• The option to hide text under a 'Read more' button is great if you want to include research findings or present a longer case study.
• Content segmented using tabs , which is perfect if you want to describe different user research methodologies without overwhelming your audience.

Business case study

• Library of data visualization elements to choose from comes in handy for more data-heavy case studies.
• Ready-to-use graphics and images which can easily be replaced using our AI assistant or your own files.
• Information on the average reading time in the cover reduces bounce rate by 24% .

Modern case study

• Dynamic variables let you personalize your deck at scale in just a few clicks.
• Logo placeholder that can easily be replaced with your prospect's logo for an added personal touch.
• Several text placeholders that can be tweaked to perfection with the help of our AI assistant to truly drive your message home.

Real estate case study

• Plenty of image placeholders that can be easily edited in a couple of clicks to let you show photos of your most important listings.
• Data visualization components can be used to present real estate comps or the value of your listings for a specific time period.
• Interactive slides guide your readers through a captivating storyline, which is key in a highly-visual industry like real estate .

Medical case study

• Image and video placeholders are perfect for presenting your solution without relying on complex medical terminology.
• The ability to hide text under an accordion allows you to include research or clinical trial findings without overwhelming prospects with too much information.
• Clean interactive design stands out in a sea of old-school medical case studies, making your deck more memorable for prospective clients.

Dark mode case study

• The timeline slide is ideal for guiding readers through an attention-grabbing storyline or explaining complex processes.
• Dynamic layout with multiple image and video placeholders that can be replaced in a few clicks to best reflect the nature of your business.
• Testimonial slides that can easily be customized with quotes by your past customers to legitimize your solution in the eyes of prospects.

Grab a case study presentation template

Creating an effective case study presentation is not just about gathering data and organizing it in a document. You need to weave a narrative, create an impact, and most importantly, engage your reader.

So, why start from zero when interactive case study templates can take you halfway up?

Instead of wrestling with words and designs, pick a template that best suits your needs, and watch your data transform into an engaging and inspiring story.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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Case study presentation: A comprehensive guide

This comprehensive guide covers everything from the right topic to designing your slides and delivering your presentation.

Raja Bothra

Building presentations

Hey there, fellow content creators and business enthusiasts!

If you're looking to take your presentations to the next level, you've come to the right place.

In today's digital age, a powerful case study presentation is your secret weapon to leave a lasting impression on potential clients, colleagues, or stakeholders.

It's time to demystify the art of case study presentations and equip you with the knowledge to create compelling and persuasive slides that showcase your expertise.

What is a case study?

Before we jump into the nitty-gritty details of creating a compelling case study presentation, let's start with the basics. What exactly is a case study? A case study is a detailed analysis of a specific subject, often focusing on a real-world problem or situation. It serves as a valuable tool to showcase your expertise and the impact your solutions can have on real issues.

Case study presentations are not just reports; they are powerful storytelling tools designed to engage your audience and provide insights into your success stories. Whether you're a marketer, a salesperson, or an educator, knowing how to present a case study effectively can be a game-changer for your business.

Why is it important to have an effective case study presentation?

The importance of a well-crafted case study presentation cannot be overstated. It's not just about sharing information; it's about convincing your audience that your product or service is the solution they've been looking for. Here are a few reasons why case study presentations matter:

Generating leads and driving sales

Picture this: a potential customer is exploring your website, trying to figure out if your product or service is the right fit for their needs. An effective case study can be the clincher, demonstrating how your offering has guided other businesses to success. When prospects witness a proven track record of your product or service making a difference, they are more inclined to place their trust in you and forge a partnership. In essence, case studies can be the catalyst that transforms casual visitors into paying customers.

Building credibility and social proof

In the realm of business, credibility is akin to gold. A well-crafted case study is your gateway to establishing authority and unveiling the remarkable value you bring to the table. It's not just you saying you're the best; it's your satisfied clients proclaiming it through their experiences. Every compelling case study is a testimonial in itself, a testament to your capability to deliver tangible results. In essence, it's a vote of confidence from others in your field, and these votes can be a potent motivator for potential clients.

Educating and informing your target audience

Education is a cornerstone of building lasting relationships with your audience. Case studies are an invaluable tool for teaching potential clients about the merits of your product or service and how it can address their specific challenges. They're not just stories; they're lessons, revealing the real-world benefits of what you offer. By doing so, you position your company as a thought leader in your industry and cultivate trust among your audience. You're not just selling; you're empowering your audience with knowledge.

Increasing brand awareness

Your brand deserves to be in the spotlight. Case studies can serve as a beacon, promoting your brand and its offerings across a multitude of platforms. From your website to social media and email marketing, case studies help you amplify your brand's presence and appeal. As you increase your reach and visibility, you also draw the attention of new customers, who are eager to experience the success stories they've read about in your case studies.

Different types of case study presentation

Now that you understand why case study presentations are vital, let's explore the various types you can use to showcase your successes.

Business case studies presentation : Business case studies presentation focus on how your product or service has impacted a specific company or organization. These are essential tools for B2B companies, as they demonstrate the tangible benefits your solution brings to other businesses.

Marketing case studies presentation : If you're in the marketing game, you've probably come across these frequently. Marketing case studies dive into the strategies and tactics used to achieve specific marketing goals. They provide insights into successful campaigns and can be a great resource for other marketers.

Product case studies presentation : For companies that offer products, a product case study can be a game-changer. It shows potential clients how your product functions in the real world and why it's the best choice for them.

KPIs and metrics to add in case study presentation

When presenting a case study, you're not just telling a story; you're also showcasing the concrete results of your efforts. Numbers matter, and they can add significant credibility to your presentation. While there's a vast array of key performance indicators (KPIs) and metrics you can include, here are some that you should definitely consider:

Conversion rate : This metric is a reflection of how effective your product or service has been in driving conversions. It demonstrates the rate at which visitors take the desired actions, whether it's signing up for your newsletter, making a purchase, or any other valuable engagement.

ROI (return on investment) : It's the financial impact that counts, and ROI is the king of financial metrics. It's a clear indicator of how your solution has provided value, showing the return on the investment made by your client.

Engagement metrics : Engaging your audience is a vital part of the puzzle. Metrics like click-through rates and social media interactions reveal how effectively your solution has drawn people in and kept them engaged.

Customer satisfaction : A satisfied customer is a loyal customer. Showcase customer satisfaction scores or even better, let the clients themselves tell their stories through testimonials. These scores and testimonials are potent proof of your ability to meet and exceed expectations.

Sales growth : When applicable, include data on how your solution has catalyzed sales growth. Sales growth is a pivotal indicator of the practical, real-world impact of your product or service.

However, it's important to note that there are some general KPIs and metrics that are commonly used in case study presentations. These metrics are not only universal but also highly effective in conveying the success of your case study:

• Website traffic : The number of visitors to your website over a specified period is an important indicator of the reach and impact of your case study. It shows how many people were interested enough to seek more information.
• Conversion rate : This percentage reveals how successful your website is at converting visitors into taking a desired action. Whether it's signing up for a newsletter, making a purchase, or any other specific action, a high conversion rate signifies effective engagement.
• Customer lifetime value (CLV) : The CLV is a valuable metric, representing the average amount of money a customer spends with your company over their lifetime. It's a testament to the long-term value your product or service provides.
• Average order value (AOV) : The AOV showcases the average amount of money a customer spends in a single transaction. It's a metric that demonstrates the immediate value your solution offers.
• Net promoter score (NPS) : This customer satisfaction metric measures how likely your customers are to recommend your company to others. A high NPS indicates satisfied customers who can become advocates for your brand.

Incorporating these KPIs and metrics not only adds credibility to your case study presentation but also provides a well-rounded view of your success story. It's the data that speaks the loudest and validates the impact of your product or service.

How to structure an effective case study presentation

Structuring an effective case study presentation is essential for conveying information clearly and persuasively to your audience. Whether you're presenting to colleagues, clients, or students, a well-organized case study presentation can make a significant impact. Here are some key steps to structure your case study presentation effectively:

1. Introduction :

Start with a brief introduction that sets the stage for your case study. Explain the context, the purpose of the study, and the key objectives you aim to achieve. This section should pique the audience's interest and provide a clear understanding of what to expect.

2. Background and context :

Provide a comprehensive overview of the background and context of the case study. This might include the industry, company, or problem under consideration. Explain why the case study is relevant and the issues it addresses. Make sure your audience understands the "why" before delving into the details.

3. Problem statement :

Clearly define the problem or challenge that the case study focuses on. This is a critical element as it helps the audience grasp the significance of the issue at hand. Use data and evidence to support your claims and emphasize the real-world impact of the problem.

4. Methodology :

Describe the methods and approach you used to analyze the case. This section should outline your research process, data collection tools , and any methods or frameworks employed. It's important to demonstrate the rigor of your analysis and data sources.

5. Findings and analysis :

Present the key findings and insights from your case study. Use data, charts, graphs, and visuals to make the information more accessible and engaging. Discuss your analysis and provide explanations for the findings. It's crucial to show a deep understanding of the problem and its implications.

6. Solution or action plan :

Outline the solution, recommendations, or action plan you've developed based on your analysis. Explain the rationale behind your proposed solution and how it directly addresses the problem. Include implementation steps, timelines, and any potential obstacles.

7. Results and outcomes :

Highlight the results and outcomes of implementing your solution, if applicable. Use before-and-after comparisons, success metrics, and tangible achievements to illustrate the effectiveness of your recommendations. This helps demonstrate the real-world impact of your work.

8. Lessons learned :

Share any lessons learned from the case study. Discuss what worked well, what didn't, and any unexpected challenges. This reflective element shows that you can extract valuable insights from the experience.

9. Conclusion :

Summarize the key takeaways from your case study and restate its significance. Make a compelling case for the importance of the findings and the applicability of the solution in a broader context.

10. Recommendations and next steps :

Provide recommendations for the future, including any further actions that can be taken or additional research required. Give your audience a sense of what to do next based on the case study's insights.

11. Q&A and discussion :

Open the floor for questions and discussion. Encourage your audience to ask for clarification, share their perspectives, and engage in a constructive dialogue about the case study.

12. References and appendices :

Include a list of references, citations, and any supplementary materials in appendices that support your case study. This adds credibility to your presentation and allows interested individuals to delve deeper into the subject.

A well-structured case study presentation not only informs but also persuades your audience by providing a clear narrative and a logical flow of information. It is an opportunity to showcase your analytical skills, problem-solving abilities, and the value of your work in a practical setting.

Do’s and don'ts on a case study presentation

To ensure your case study presentation hits the mark, here's a quick rundown of some do's and don'ts:

• Use visual aids : Visual aids like charts and graphs can make complex data more digestible.
• Tell a story : Engage your audience by narrating a compelling story.
• Use persuasive language : Convincing your audience requires a persuasive tone.
• Include testimonials : Real-life experiences add authenticity to your presentation.
• Follow a format : Stick to a well-structured format for clarity.

Don'ts:

• Avoid jargon : Keep it simple and free from industry jargon.
• Don't oversell : Be honest about your product or service's capabilities.
• Don't make it too long : A concise presentation is more effective than a lengthy one.
• Don't overload with data : Focus on the most relevant and impactful data.

Summarizing key takeaways

• Understanding case studies : Case studies are detailed analyses of specific subjects, serving to showcase expertise and solution impact.
• Importance of effective case study presentations : They generate leads, build credibility, educate the audience, and increase brand awareness.
• Types of case study presentations : Business, marketing, and product case studies focus on different aspects of impact.
• KPIs and metrics : Key metrics, such as conversion rates, ROI, engagement metrics, customer satisfaction, and sales growth, add credibility.
• Structuring an effective case study presentation : Follow a structured format with an introduction, background, problem statement, methodology, findings, solution, results, lessons learned, conclusion, recommendations, and Q&A.
• Do's : Use visuals, tell a compelling story, use persuasive language, include testimonials, and follow a structured format.
• Don'ts: Use jargon, oversell, make it too long, or overload with unnecessary data.

1. How do I create a compelling case study presentation?

To create a compelling case study presentation, you can use a case study template that will help you structure your content in a clear and concise manner. You can also make use of a case study presentation template to ensure that your presentation slides are well-organized. Additionally, make your case study like a pro by using real-life examples and a professional case study format.

2. What is the best way to present a case study to prospective clients?

When presenting a case study to prospective clients, it's essential to use case study presentation template. This will help you present your findings in a persuasive way, just like a professional presentation. You can also use a powerpoint case study template to make your case study presentation in no time. The length of a case study can vary depending on the complexity, but a well-written case study is key to helping your clients understand the value.

3. Where can I find popular templates to use for my case study presentation?

You can find popular case study presentation powerpoint templates online. These templates are specifically designed to help you create a beautiful case study that will impress your audience. They often include everything you need to impress your audience, from the case study format to the presentation deck. Using templates you can use is one of the best ways to create a case study presentation in a professional and efficient manner.

4. What is the purpose of a case study in content marketing, and how can I use one effectively?

The purpose of a case study in content marketing is to showcase real-world examples of how your product or service has solved a problem or added value to clients. To use a case study effectively, write a case study that features a relevant case study example and use a case study like a pro to make your case. You can also embed your case study within your content marketing strategy to help your clients and prospective clients understand the value your business offers.

5. How can I ensure that my case study presentation stands out as the best in my industry?

To ensure your case study presentation stands out as the best, you can follow a compelling business case study design. Use a case study template that includes everything you need to present a compelling and successful case, just like PowerPoint case study presentations. Make sure your case study is clear and concise, and present it in a persuasive way. Using real-life examples and following the sections in your template can set your presentation apart from the rest, making it the best case study presentation in your field.

Create your case study presentation with prezent

Prezent, the communication success platform designed for enterprise teams, offers a host of valuable tools and features to assist in creating an impactful case study presentation.

• Brand-approved design : With access to over 35,000 slides in your company's brand-approved design, your case study presentation can maintain a consistent and professional look that aligns with your corporate brand and marketing guidelines.
• Structured storytelling : Prezent helps you master structured storytelling by offering 50+ storylines commonly used by business leaders. This ensures your case study presentation follows a compelling and coherent narrative structure.
• Time and cost efficiency : Prezent can save you valuable time and resources. It can help you save 70% of the time required to make presentations and reduce communication costs by 60%, making it a cost-effective solution for creating case study presentations.
• Enterprise-grade security : Your data's security is a top priority for Prezent. With independent third-party assurance, you can trust that your sensitive information remains protected while creating and sharing your case study presentation.

In summary, Prezent empowers you to create a compelling case study presentation by offering personalized audience insights, brand-compliant designs, structured storytelling support, real-time collaboration, efficiency gains, and robust data security. It's a comprehensive platform for achieving communication success in the world of enterprise presentations.

Are you ready to take your case study presentations to the next level?  Try our free trial or book a demo today with Prezent!

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How to present patient cases

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• Mary Ni Lochlainn , foundation year 2 doctor 1 ,
• Ibrahim Balogun , healthcare of older people/stroke medicine consultant 1
• 1 East Kent Foundation Trust, UK

A guide on how to structure a case presentation

This article contains...

-History of presenting problem

-Medical and surgical history

-Drugs, including allergies to drugs

-Family history

-Social history

-Review of systems

-Findings on examination, including vital signs and observations

-Differential diagnosis/impression

-Investigations

-Management

Presenting patient cases is a key part of everyday clinical practice. A well delivered presentation has the potential to facilitate patient care and improve efficiency on ward rounds, as well as a means of teaching and assessing clinical competence. 1

The purpose of a case presentation is to communicate your diagnostic reasoning to the listener, so that he or she has a clear picture of the patient’s condition and further management can be planned accordingly. 2 To give a high quality presentation you need to take a thorough history. Consultants make decisions about patient care based on information presented to them by junior members of the team, so the importance of accurately presenting your patient cannot be overemphasised.

As a medical student, you are likely to be asked to present in numerous settings. A formal case presentation may take place at a teaching session or even at a conference or scientific meeting. These presentations are usually thorough and have an accompanying PowerPoint presentation or poster. More often, case presentations take place on the wards or over the phone and tend to be brief, using only memory or short, handwritten notes as an aid.

Everyone has their own presenting style, and the context of the presentation will determine how much detail you need to put in. You should anticipate what information your senior colleagues will need to know about the patient’s history and the care he or she has received since admission, to enable them to make further management decisions. In this article, I use a fictitious case to …

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10-Step Guide To Crafting A Successful Case Study Presentation

• By Judhajit Sen
• May 2, 2024

Key Takeaways

• An effective case study is a blueprint for convincing an audience and explaining a solution’s rationale and potential impact.   
• The ideal time for a business case study is when you have to make your presentation to persuade clients, solve internal problems, back up arguments with real examples, or discuss an idea’s viability for a firm.   
• Case study template presentations aren’t just about presenting solutions; they’re powerful storytelling tools that engage audiences with real-world examples and provoke critical thinking.
• Key elements of an effective case study presentation template include an executive summary, problem statement, solution, execution details, key results, inclusion of quotes and testimonials, acknowledgment of contributors, call to action, conclusion, and Q&A session.

A case study is like your argument’s blueprint, explaining the why, how, where, and who to persuade your audience. It’s your solution to a clear question, like expanding in a market or launching a product. Case studies help convince clients, analyze internal issues, and provide real-life use cases.

So, when should you make your case study like a pro? When you need to:

– Persuade clients about your services.

– Solve internal problems for a company.

– Back up arguments with real examples.

– Discuss an idea’s viability for a firm.

It’s not just about finding a solution—it’s about influencing your audience with your findings. Case study formats organize a lot of information in a clear, engaging way for clients and stakeholders, often using templates.

In simpler terms, a professional case study is an in-depth look at a specific topic, often tackling real-world problems. It showcases your expertise and how your solutions can solve actual issues.

In social sciences, it’s both a method and a research design to examine problems and generalize findings. Essentially, it’s investigative research aimed at presenting solutions to analyzed issues.

In business, case study examples delve into market conditions, main problems, methods used, and outcomes gained. It’s a powerful tool for understanding and addressing complex business challenges.

Case Study Presentation

Good case study PowerPoint templates explore a specific subject, whether it’s an individual, group, event, or organization. It’s like solving a puzzle with your audience, pushing you to think creatively.

Unlike a standard report, the goal here is to stimulate critical thinking. You’re not just throwing numbers around; you’re using real-life examples to provoke thought and offer different perspectives.

In marketing, case studies showcase your solutions’ effectiveness and success in solving client problems. These research presentations use written content, visuals, and other tools to tell compelling stories. They’re perfect for sales pitches, trade shows, conferences, and more—whether in-person or virtual.

But the best case study presentation slides aren’t just reports; they’re powerful and persuasive storytelling tools. Whether you’re a marketer or salesperson, knowing how to present a case study can be a game-changer for your business. It’s all about engaging your audience and sharing insights in a clear and compelling way.

Looking to make a compelling presentation? Check out our blog on persuasive presentations.

Importance of a Case Study Presentation

To write a compelling case study presentation is more than just sharing information—it’s about convincing your audience that your product or service is the solution they need. Case study presentations help in – 

Generating leads and driving sales: Case studies showcase your product’s success, turning potential customers into paying clients.

Building credibility and social proof: They establish your authority and value through real-life examples, earning trust from clients and prospects.

Educating and informing your target audience: Case studies teach potential clients about your product’s benefits, positioning you as an industry leader.

Increasing brand awareness: Case studies promote your brand, boost your visibility, and attract new customers.

Stats back up the power of case studies: 

– 13% of marketers rely on them in their content strategy.

– They help boost conversions by 23% and nurture leads by 9%.

– 80% of tech content marketers include case studies in their strategy.

But case studies aren’t just marketing fluff; they’re about solving problems and showcasing accurate results. They’re valuable in various scenarios, from business cases to analyzing internal issues.

To create a compelling case study presentation effectively is your chance to offer a comprehensive, evidence-based argument that informs and persuades your audience. It’s like solving a puzzle, exploring every piece until you reach a clear conclusion. It’s about connecting data with real-world scenarios in a compelling narrative.

Whether in sales pitches, job interviews, or content marketing, case study presentation examples are your secret weapon for success. They provide tangible proof of your product’s value, helping you stand out in a cluttered marketplace.

Following are ten essential steps to crafting a successful case study presentation.

Begin With The Executive Summary

Leaders often seek a quick snapshot of important information, and that’s where the executive summary plays a vital role. Begin with a short introduction, laying out the purpose and goals of the case study in a straightforward manner. Capture your audience’s attention and provide a clear path for what follows.

Follow the introduction with a brief of the entire case study, allowing the audience to grasp the main points swiftly. Delve into the subject’s relevance and significance, explaining why the case study is essential and who benefits from its insights. This establishes the tone for the rest of the study, encouraging the audience to explore further.

Check out our expert tips and techniques to master creating an executive summary for presentations.

Define the Problem Statement

Focus on the problem or challenge central to the case study. Provide background for the audience to grasp the issue, backing it up with data, graph or metrics to highlight its seriousness.

Need help visualizing your data? Check out our guide on mastering data visualizations.

Outline the goals and purpose of the case study and the questions it seeks to answer. This entails outlining the main issues from the customer’s viewpoint, making it understandable to the audience.

Start with a brief recap of the problem, clarifying the purpose of the study and the expected audience learnings. Explain the situation, shedding light on the hurdles faced. Present the key issues and findings without delving into specific details.

Highlight the importance of the problem using data and evidence to emphasize its real-world impact. Encapsulate the analysis’s purpose, aligning the issues identified with the study’s objectives.

Propose The Solution

At the heart of a presentation lies its solution. Reveal the steps taken to address the identified problem, including the methodology, experiments, or tests carried out and the considerations of various options. Clarify why the final solution was chosen over others.

Illustrates the shift from the problem-filled “before” to the successful “after.” 

Detail the proposed solution, recommendations, or action plan based on analyses. This includes explaining its reasoning and outlining implementation steps, timelines, and potential challenges.

Describe the analytical methods and approach used, demonstrating the thoroughness of the analysis, including research processes, data collection tools, and frameworks employed.

Present the essential findings and insights, utilizing data, charts, and visuals to enhance comprehension and engagement. Thoroughly discuss the analyses and the implications of the findings.

Show How the Solution was Executed

The execution slide of a case study presentation describes careful planning, consideration of risks, and measurement of metrics crucial for implementing the solution. 

Delve into the steps taken to attain desired client results, including identifying project key performance indicators (KPIs), addressing issues, and implementing risk mitigation strategies.

Detail the journey towards helping the client achieve results. Outline the planning, processes, risks, metrics, and KPIs essential for maximizing outcomes. This includes discussing any challenges encountered during execution and the strategies to overcome them, ensuring a seamless implementation process. 

Highlight the practical steps taken to turn the proposed solution into tangible results for the client.

Present the Key Results

Cover the outcomes achieved through the implementation of the solution. Leverage data and metrics to evaluate whether the solution successfully met its objectives and the extent of its impact on stakeholders. Acknowledge any setbacks or areas for improvement.

Outline the solution’s positive impact on the client’s project or business, highlighting aspects such as financial results, growth, and productivity enhancements. Reinforce these assertions with supporting evidence, including images, videos, and statistical data.

Emphasize the remarkable outcomes resulting from the solution, substantiating tangible success with relevant data and metrics. Illustrate the effectiveness of your recommendations through before-and-after comparisons and success metrics, highlighting their real-world impact.

This solidifies the rationale behind your proposal, showcasing its substantial impact on the business or project, particularly in terms of financial benefits for clients.

Include Quotes and Testimonials

Incorporate quotes and testimonials directly from customers who have experienced the transformation firsthand, adding authenticity and credibility to your case study. These voices of customers (VoC) provide firsthand accounts of the benefits and effectiveness of your solution, offering extra social proof to support your claims.

To gather compelling testimonials, plan and schedule interviews with your subjects. Design case study interview questions that allow you to obtain quantifiable results to capture valuable insights into the customer experience and the impact of your solution.

Include testimonials from satisfied customers to bolster the credibility of your case study and provide potential clients with real-life examples of success. These quotes serve as powerful endorsements of your offerings, helping to build trust and confidence among your target audience.

Acknowledge your Contributors with References and Citations

Express gratitude to those who played a vital role in shaping your case study’s outcomes. Extend heartfelt thanks to individuals whose insights and collaboration were essential in problem-solving.

Acknowledges the valuable contributions of external resources, reports, and data sets. Citing these sources maintains transparency and credibility, ensuring due credit is given and providing a solid foundation for further investigation.

Incorporate a comprehensive list of references, citations, and supplementary materials in the appendices supporting the case study’s findings and conclusions. These additional resources demonstrate the thoroughness of the research and offer interested parties the opportunity to delve deeper into the topic.

Thank those who contributed, and encourage the audience to explore the provided references to better understand the insights presented in the case study.

Give a Call to Action (CTA)

As the well-crafted case study presentation slides near their end, it’s crucial to outline actionable steps for stakeholders going forward. Recommend the following strategies to the audience to build upon the success achieved.

Ask stakeholders to integrate the proven solutions highlighted in the case study into existing processes or projects. These strategies have shown effectiveness and can be valuable tools in driving further success.

Encourage audience members to participate in a detailed consultation or product demonstration. Leveraging expertise and solutions can expedite goal achievement and overcome any remaining challenges.

Recommend further research and analysis to explore additional opportunities for improvement or innovation. Continuous learning and adaptation are essential in today’s dynamic business environment, with support available every step of the way.

Proactive steps based on insights from the case study will position organizations for continued growth and success. Urge the stakeholders to take action and seize the opportunities ahead.

Check out our blog on framing an effective call to action to learn more about crafting presentation CTAs. 

Conclude your Case Study Presentation

Conclude the presentation by recapping the main points and highlighting their importance. Show that the solution presented effectively tackled the identified problem, delivering concrete results and benefits for the clients.

Summarize the key takeaways, underscoring how the findings can be applied in similar situations and showcasing the solution’s relevance across various contexts. This demonstrates not only its effectiveness but also its potential to yield positive outcomes in diverse scenarios.

Reiterate the power of strategic problem-solving and innovative solutions in driving success, and end by thanking the audience for their attention and participation.

To know more about concluding a presentation, check out our blog on helpful tips to end a presentation successfully.

Open the Floor for Q&A, Feedback and Discussion

After your presentation ends, conduct a Q&A session. Encourage the audience to share their thoughts, ask questions for clarification, and engage in a constructive dialogue about the case study presented.

Feedback is valuable, so ask everyone to share their perspectives and insights. Also, encourage questions or comments, as they can provide further depth to the understanding of the subject matter.

This is an opportunity for mutual learning and exploring different viewpoints. Urge everyone to speak up and contribute to the conversation. The aim is to listen and exchange ideas to enrich the understanding of the topic.

Unlocking Success: Mastering the Art of Case Study Presentations

Case study presentations are not just reports; they’re dynamic storytelling tools that help sway clients, dissect internal issues, and provide real-world illustrations. 

These presentations aren’t just about offering solutions; they’re about influencing audiences with findings. Organizing vast amounts of data in an engaging way, often using templates and case studies, provides a clear path for clients and stakeholders.

Case study presentations delve deep into subjects, pushing presenters to think creatively. Unlike standard reports, they aim to provoke thought and offer varied perspectives. They’re powerful tools for showcasing success in solving client problems and using written content, visuals, and other elements to tell compelling stories.

Mastering case study presentations can be a game-changer, whether you’re a marketer, salesperson, or educator. It’s about engaging your audience and clearly and persuasively sharing insights into success stories.

Frequently Asked Questions (FAQs)

1. When should I consider doing a case study?

Case studies are beneficial when you need to persuade clients about your services, solve internal problems for a company, back up arguments with real examples, or discuss the viability of an idea for a firm.

2. What is the primary purpose of a case study presentation?

The primary goal of a case study presentation is to offer a comprehensive and evidence-based argument that informs and persuades the audience. It’s about presenting solutions to analyzed issues in a compelling narrative format.

3. What makes a case study presentation different from a standard report?

Unlike a standard report, a case study presentation aims to stimulate critical thinking by using real-life examples to provoke thought and offer different perspectives. It’s not just about presenting data; it’s about engaging the audience with compelling stories.

4. Where can case study presentations be effectively used?

Case study presentations are perfect for sales pitches, trade shows, conferences, and more—whether in-person or virtual. They are valuable storytelling tools that showcase the effectiveness of solutions and success in solving client problems.

Transform Your Business with Prezentium’s Case Study Presentations

Are you looking to captivate your prospective clients with compelling case study presentations? Look no further than Prezentium ! Prezentium, an AI-powered business presentation service provider, offers various services tailored to your needs.

Overnight Presentations : Need a professional presentation in a pinch? Our overnight presentation service has you covered. Email your requirements to Prezentium by 5:30 pm Pacific Standard Time (PST), and we’ll deliver a top-notch presentation to your inbox by 9:30 am PST the following business day.

Prezentation Specialist : Our team is here to help you transform ideas and meeting notes into exquisite presentations. Whether you need assistance with case study design, templates, or content creation, we’ve got you covered.

Zenith Learning : Elevate your communication skills with our interactive workshops and training programs. Combining structured problem-solving with visual storytelling, Zenith Learning equips you with the tools you need to succeed.

Unlock the power of case study presentations with Prezentium. Contact us today to learn more and take your business to new heights!

Why wait? Avail a complimentary 1-on-1 session with our presentation expert. See how other enterprise leaders are creating impactful presentations with us.

Types of Verbal Communication Skills: Tips, Importance and Styles

9 types of nonverbal communication: importance and examples, 5 active listening skills for better communication.

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Clinical Case Study Presentation Template

Number of slides: 10

A clinical case study is a report where medical practitioners share a patient’s case. Generally, clinical case studies are valuable tools for medical research as they provide detailed information on the development of a disease or illness in particular individuals. Use this PowerPoint template to document extraordinary patient cases and share your findings with the healthcare community. You can also use these slides to report the progress of your patient’s disease and work on the proper treatment alongside your team.

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Free Template for presenting a Clinical Case Study in PowerPoint

Patient’s clinical profile.

Before starting, share the patient’s clinical profile. This slide is great to describe your patient’s clinical history, underlying conditions, and other relevant health information. You can include demographic data and specific facts related to your patient but remember to keep their anonymity.

Clinical Treatment Slide

This is one of the most important sections of your patient’s case study. You’ll find a creative slide to explain the medical treatment stage by stage. You can go deep into the medicines or drugs the patient used and their reaction in different stages of the treatment. This means you’ll be able to cover the evolution of your patient from the beginning and provide detailed insights. 

Medical Team Slide

As in any research, you should acknowledge the professionals that worked with you. So, here’s a slide to showcase the whole medical team involved in the case study. You can add photos and short descriptions of each team member. Make sure to ask for professional images and double-check the spelling of role titles and names.   

Roadmaps for Clinical Case Study Presentations

If you’re wondering how to present a patient case study in PowerPoint, the best way to do so is by taking full advantage of its visual elements. Here you’ll find creative roadmaps, diagrams, and icons

Medical PowerPoint Slides

The Clinical Case Study PowerPoint template has a clean and minimalistic style that makes your work stand out in high-level professional slides.

Medical icons in PowerPoint

You’ll find medical icons on every PowerPoint slide. Use them to organize your information and direct your audience’s attention exactly where you want it to be.

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Creating a Professional Case Study Presentation: Templates & Tips

Written by: Unenabasi Ekeruke

Winning over clients is tough work. You're going to need cold, hard proof and real-world results to prove the value of your solution.

One of the best ways to show your product or solution works is by using compelling case studies . According to a Content Marketing Institute report, 69% of B2B marketers believe in the persuasive power of case studies and use them for marketing.

Case studies weave captivating stories about the positive results and experiences previous clients have had with your solution. When done right, a professional presentation around your case study can help you market your brand, win over new customers and increase sales .

Not sure how to create or deliver top-notch case study presentations? You've come to the right place.

In this article, we'll show you how to create winning case study presentations, how to present a case study, plus templates you can use right away.

Let's get to it.

Here’s a short selection of 6 easy-to-edit case study presentation templates you can edit, share and download with Visme. View more templates below:

Table of Contents

What is a case study presentation, why are case study presentations important, what to include in a case study presentation, case study example, 6 case study presentation templates, tips to nail your case study presentation, your turn: put together compelling case study presentations with visme.

A case study is an in-depth examination of a subject, group, event, or entity within a real-world context. The goal is to better understand key functionalities, outcomes and successes.

When it comes to marketing, case studies are stories that highlight the effectiveness of your solution and your success in solving client problems.

• Case studies are invaluable for sales and marketing; they add a layer of social proof, nurture leads and boost conversions.
• A well-written case study presentation includes these key elements: an executive summary, problem statement, solution, execution, results and conclusion.
• Visme provides a rich library of templates, design assets and features for creating stunning and compelling case study presentations.

When used for educational purposes, they are effective teaching tools. They are engaging and enable students to:

• Understand research methodologies and analytical tools
• Develop problem-solving skills
• Learn complex decision-making

Case study presentations help you tell these compelling stories using written content, visuals, charts, graphs and other tools. This type of sales and marketing presentation can come in handy during sales pitches, trade shows, workshops, conferences, networking events and more. You can either pre-record it, present it virtually, or opt for an in-person presentation.

No matter the type of business you're doing, case studies can be invaluable for sales and marketing.

If you're still in doubt about the potency of case studies, check out these compelling statistics.

• According to HubSpot's State of Marketing Report, 13% of marketers say case studies are one of the key assets used within their content strategy.
• Additionally, 23% of marketers agree that case studies help boost conversions. Also, 9% of marketers say case studies are best for nurturing leads.

According to the Content Marketing Institute, 80% of tech content marketers use case studies in their marketing strategy.

There's often a misconception that case studies are just marketing content meant to stroke your company's ego. The truth, however, is that case studies are more about making customers understand how your company can help them.

When pitching your solution, case studies add a layer of social proof. Rather than focusing solely on your product or its features, your case study should spotlight real-world results and the impact of your solution on customers, industry and society.

There are various scenarios for developing case studies, including:

• Showing prospects how your solution has worked for similar users, their positive experiences and how it can meet their needs
• Presenting real-life examples, use cases and results to boost credibility and the client's confidence in your brand
• Convincing customers of the benefits of your products, services and capabilities
• Scheduled discussion on the viability of an idea and its effects on your business
• Analyzing and recommending solutions to problems for your company or clients

Build relationships with customers and drive sales growth

• Reach out to prospects with impressive pitch decks and proposals that convert
• Monitor clients' level of engagement to see what they are most interested in
• Build a winning sales playbook to maximize your sales team's efficiency

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Before we show you how to present your case study, let's discuss what should go in a case study . A well-written case study design should include the following sections:

1. Executive Summary

This section provides a brief overview of the entire case study. Readers should be able to scan it and get the hang of everything you want to discuss.

2. Problem Statement

This section should detail the goals and purpose of your case study.

You should highlight the problem you've identified that your study is looking to solve or questions you intend to answer through your case study. What are the main issues that led to the case study and what will your audience learn?

3. Solution

This case study slide forms the core of your case study. Here you want to explain how you solved the problem.

Discuss how other clients found you, what solutions they chose, why they chose them and how you implemented them.

4. Execution

This section should detail the journey to helping the client achieve the results.

You want to touch on the planning, processes, risks, metrics, KPI and factors you need to get an even better result. Describe the issues you faced during execution and how you mitigated them.

Here, you need to explain the positive impact or benefits of your solution on the client's project or business.

It could be financial results, growth results, improvements, or increases in productivity. Be sure to provide clear evidence like images, videos, statistical data and numbers.

6. Conclusion

Share reviews, quotes, testimonials and recommendations from existing customers about your solution.

When including these elements of a case study presentation, remember to back them up with visuals that engage your audience through storytelling and real-life examples.

Here's an example of a case study we created for Lincoln Learning Solutions, an online K12 curriculum provider founded in 2005.

Problem: The company was forced to downsize and ended up without a professional graphics designer on its team. As a result, they struggled to create visually appealing graphics.

Solution: By using Visme, they're now able to create visually appealing marketing content, graphics and visuals without the aid of any professional graphic designer. They use Visme to create various visual content, including educational infographics, presentations, newsletters, social media graphics and more.

Results: Lincoln Learning Solutions now creates 3x more content and other collaborative projects with Visme than if they had opted to continue working with a single graphic designer.

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To help you weave a captivating narrative about the effectiveness of your solution, we've put together stunning case study templates for creating your case study. These case study presentation examples cut across various use cases and industries.

1. Marketing Case Study

This generic case study template is a powerful marketing tool for businesses of any size.

You can use it to elaborate on projects or solutions provided to satisfied clients—from the problem that led them to use your tool to your approach to the outcomes or results they've seen. Each section tells a compelling story, offers social proof and spotlights your biggest achievements.

In addition to its rich and bright color combination, this template is interactive. You can liven up your presentations by embedding images, videos and animations. Make this template work for you by editing content and inserting your logo, fonts, images and other design assets.

2. Business Case Presentation

Whether you're doing an in-person or virtual case study presentation, this template has everything you need to impress your audience. You can present a compelling business case that wins over your prospective clients and partners.

Visme has an extensive repository of customizable assets, including icons, charts, shapes, backgrounds, animated assets, stock photos and videos. Customizing this template takes only a few minutes, thanks to our intuitive and easy-to-use drag and drop template.

3. Clinical Case Study Presentation

This presentation template is ideal for drawing attention to rare clinical cases. It provides details about the patient's medical history, medications, results and follow-up. The template heavily relies on bright colors, icons, shapes and visuals to make important data stand out.

There's no limit to what you can achieve with Visme's presentation software . You can use charts and graphs to show compelling figures, patterns and relationships and leave important clues for your audience. The tool supports collaboration across teams. It lets you work with your team on your presentation and get feedback in real-time.

4. UX Case Study

Showcase your past clients' impressive results after working with your company using this stunning case study template. The cover page features a unique style, layout and color theme that blends with the rest of the document.

Notice how the template chronicles the customer's journey, starting with the problem. It elaborates on the approach to solving the problem and the measurable outcomes.

This template makes good use of shapes, images and icons to present the results in a captivating way. You can customize this template for different niches in which you've found notable success.

Use our intuitive editor to add or remove slides and swap your content, images, fonts and other assets to suit your taste.

5. Software Demo Platform Case Study

This case study examines the importance of using demos to increase sales. With this case study format, you can position your brand as a topical authority in your niche.

The template introduces the subject in the case study, their approach to ramping up sales and the effect. It highlights the results and key takeaways from the case study.

Here's what makes this template stand out. The template has a dark blue background while using bright-colored fonts and charts to maintain a strong visual contrast.

Go ahead and customize this template to reflect your brand image and content. Once done, you can embed it on your site using a snippet of code, download it in PDF or PPTX format or share it online with a public or private link.

6. HR Consulting Case Study

If you're looking to entice prospects with the success stories of your previous clients, this case study template is a perfect fit. In it, you'll find real-world examples of how your product or service addressed a client's challenge and impressive results backed by data.

The cover page has a bold headline and summary of the results that catches the eye. At a glance, the reader gets a sneak peek of your notable accomplishments and the type of results they can expect from your brand.

Create your ideal case study presentation by adding new design elements like elegant fonts and icons, high-resolution images, videos and animations.

Below are some helpful tips for designing and presenting your case study to clients, prospects, investors and key stakeholders.

1. Determine Your Goals

This is the first step to designing your case study. What are you looking to achieve, or what message do you want to convey in your case study?

We get it. Case studies are created to demonstrate the value of your solution to customers. However, we recommend aligning your objectives with the value (solution and results) you want your customers to see.

For example, depending on your client's pain points, your objective may be to show your solution helped other clients to:

• Increase productivity, revenue and profit
• Minimize employee turnover
• Gain a competitive advantage
• Drive sustainability or energy efficiency

2. Pick a Compelling Case Study

Once you have outlined what your case study is set to achieve, you need to pick a suitable case study.

We recommend having an arsenal of case studies at your disposal. This will give you the variety you need to whip out and present the best and most relevant case study for each prospect.

Stand-out case studies boost credibility and drive prospects' interest in your solution. For example, you should prioritize case studies featuring reputable brands.

Another top choice is case studies of clients who had complicated problems or clients who left your competitors to work with you. These case study examples typically provide a more compelling story and outcomes.

3. Use Templates

Case studies riddled with design and visual flaws can put off prospects. Using templates keeps your presentation structure organized and visually appealing. Beautiful case study templates like the ones above make your job much easier. It allows you to spend your time on content rather than aesthetics.

4. Use High-Quality Visual Aids

When preparing your presentation, use quality visual aids to break up the text and keep your audience engaged.

You don't want to bore your audience with large walls of irrelevant text and vague statements. Instead, use more numbers and visual aids like charts , graphs , images and videos to show compelling proof of success. They make your message clear and lend credence to your arguments.

Did you help your clients increase sales? If yes, show the percentage increase in numbers and charts or graphs to show a spike.

Notice how the case study template highlights compelling figures using graphs and charts.

5. Deliver a Flawless Presentation

You've already put in a lot of effort to create a solid professional case study. However, even the best-written case study will fail to deliver without a winning delivery.

So, how do you get your clients to buy into your case study during the critical presentation phase? How do you present your case study in a simple, clear and persuasive way?

Keep reading.

Tell an Emotional Story

When presenting case studies, deploy storytelling—it works.

Think of storytelling as a hook that draws your audience into your presentation. Your story could clearly describe the problem a similar client faced, the solution you implemented and what they're currently enjoying.

It's not enough to use facts and figures alone. Injecting an emotional appeal into your narrative will make your case study memorable and impactful.

One way to create a human connection is by painting a clear picture your audience can relate to. You want to visualize their journey to success based on your results with existing clients.

Focus on the Client

Remember that the case study is not about you or your salesperson. Companies that focus more on themselves often come off as self-centered.

You should research your prospects and focus on their needs and challenges. Not only will your presentation be relatable, but it will have an emotional appeal and motivate your clients to take action.

So dig deep to find out these things:

• Your client's concerns and pain points
• The goals and outcomes your clients are looking to achieve and
• The problems holding them back from achieving their goals

The more you can align your presentation with the client's needs and clearly articulate them, the faster you can secure their buy-in. Otherwise, your case study will sound like a thinly disguised sales pitch.

Connect and Engage Your Audience

Do you want to avoid situations where your audience zones off or nods off to sleep during your presentations?

Make your presentation a two-way dialogue. The more you can engage your audience, the more impactful your presentation will be.

Here are some effective ways to engage your audience.

• Grab your audience's attention with a strong presentation opening . You can introduce yourself, tell a joke and review the agenda.
• Ask thought-provoking questions or seek their opinions to understand what value means to them.
• Smile and make eye contact to build rapport with your audience.
• Weave relatable visual aids, colorful metaphors, or other multimedia into your presentations to make your point stand out.
• Keep the conversation going and avoid sounding like you're giving a lecture or reading off a script.

You can also use Visme's interactive presentation tool to wow your audience by zooming into a key point in your presentation.

Keep It Brief and Interesting

No matter how much time you're allotted, keep your presentation brief.

Why does it matter? Humans have short attention spans. So, to avoid losing audience attention, spend more time on slides that drive home your points.

In the middle of the presentation, you may be asked to dive deeper into a particular aspect or answer other questions.

Whatever happens, be prepared to answer questions in the middle of your presentations. You can create appendix slides to expand on some aspects of your case study.

So there you have it. We've discussed everything you need to know about creating and delivering a stunning case study presentation.

Case studies can be an effective sales and marketing tool for convincing and converting prospects into paying customers. However, to deliver a smashing presentation that wows your audience, we recommend using Visme's case study templates . You'll find templates for every niche and use case.

Visme offers a wide array of design assets, visual aids, images, videos and animations to make your presentation pop. After tweaking your template, you can embed your case study on your blog or website. Also, you can share it online using a link or download it for offline use in multiple formats, like PDF and HTML5.

Easily put together professional case study presentations that impress your clients

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About the Author

Unenabasi is a content expert with many years of experience in digital marketing, business development, and strategy. He loves to help brands tell stories that drive engagement, growth, and competitive advantage. He’s adept at creating compelling content on lifestyle, marketing, business, e-commerce, and technology. When he’s not taking the content world by storm, Unenabasi enjoys playing or watching soccer.

Free PowerPoint Case Study Presentation Templates

By Joe Weller | January 23, 2024

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We’ve collected the top free PowerPoint case study presentation templates with or without sample text. Marketing and product managers, sales execs, and strategists can use them to arrange and present their success stories, strategies, and results.

On this page, you'll find six PowerPoint case study presentation templates, including a  marketing case study template , a  problem-solution-impact case study , and a  customer journey case study template , among others. Plus, discover the  key components of successful case study presentations , find out the  different types of case study presentations , and get  expert tips .

PowerPoint Single-Slide Case Study Presentation Template

Download the Sample Single-Slide Case Study Presentation Template for PowerPoint Download the Blank Single-Slide Case Study Presentation Template for PowerPoint

When to Use This Template:  Use this single-slide case study presentation template when you need to give a quick but effective overview of a case study. This template is perfect for presenting a case study when time is limited and you need to convey key points swiftly.

Notable Template Features: You can fit everything you need on one slide. Download the version with sample text to see how easy it is to complete the template. Unlike more detailed templates, it focuses on the main points, such as the problem, solution, approach, and results, all in a compact format. It's great for keeping your audience focused on the key aspects of your case study without overwhelming them with information.

PowerPoint Marketing Case Study Template

Download the Sample Marketing Case Study Template for PowerPoint

Download the Blank Marketing Case Study Template for PowerPoint

When to Use This Template: Choose this marketing case study template when you need to dive deep into your marketing strategies and results. It's perfect for marketing managers and content marketers who want to showcase the detailed process and successes of their campaigns. 

Notable Template Features: This template focuses on the detailed aspects of marketing strategies and outcomes. It includes specific sections to outline business needs, results, and strategic approaches.

PowerPoint Problem-Solution-Impact Case Study Template

Download the Sample Problem-Solution-Impact Case Study Template for PowerPoint

Download the Blank Problem-Solution-Impact Case Study Template for PowerPoint

When to Use This Template:  This problem-solution-impact case study template is useful for focusing on how a challenge was solved and the results. Project managers and strategy teams that want to clearly portray the effectiveness of their solutions can take advantage of this template. 

Notable Template Features: This template stands out with its clear structure that breaks down the case into problem, solution, and impact. Use the template — available with or without sample data — to help you tell a complete story, from the issue faced to the solution and its results, making it perfect for presentations that need to show a clear cause-and-effect relationship.

PowerPoint Comparative Study Template

Download the Sample Comparative Study Template for PowerPoint  

Download the Blank Comparative Study Template for PowerPoint  

When to Use This Template:  Choose this comparative study template — available with or without sample data — to illuminate how different products, strategies, or periods stack up against each other. It's great for product managers and research teams who want to do side-by-side comparisons. 

Notable Template Features: This template lets you put things next to each other to see their differences and similarities, with a focus on direct comparisons. Use the columns and split slides to make the content easy to understand and visually appealing, perfect for highlighting changes or different approaches.

PowerPoint Customer Journey Case Study Template

Download the Sample Customer Journey Case Study Template for PowerPoint

Download the Blank Customer Journey Case Study Template for PowerPoint

When to Use This Template: This template is useful for customer experience managers and UX designers who need to understand and improve how customers interact with what they offer. Use the customer journey case study template with sample data to see how to show every step of a customer's experience with your product or service. 

Notable Template Features:  This template focuses on the whole path a customer takes with a product or service. It follows them, from first learning about the offering to after they buy it.

PowerPoint Case Study Storyboard Template

Download the Sample Case Study Storyboard Template for PowerPoint   Download the Blank Case Study Storyboard Template for PowerPoint  

When to Use This Template:  Creative teams and ad agencies should use this case study storyboard template — with or without sample data — to tell a story using more images than text.

Notable Template Features: This template transforms a case study into a visual story. Effectively communicate the journey of a business case, from the challenges faced to the solutions implemented and the results achieved.

Key Components of Successful Case Study Presentations

The key components of successful case study presentations include clear goals, engaging introductions, detailed customer profiles, and well-explained solutions and results. Together they help you present how your strategies succeed in real-world scenarios. 

The following components are fundamental to crafting a compelling and effective marketing case study presentation:   

• Clear Objective:  Define the goal of your case study, ensuring it addresses specific questions or goals. 
• Engaging Introduction:  Start with an overview of the company, product, or service, as well as the context to provide necessary background information. 
• Customer Profile:  Detail your target customer demographics and their needs to help the audience understand who the marketing efforts are aimed at and their relevance. 
• The Challenge:  Clearly articulate the primary problem or issue to overcome to establish the context for the solution and strategy, highlighting the need for action. 
• Solution and Strategy:  Describe the specific strategies and creative approaches used to address the challenge. These details should demonstrate your approach to problem-solving and the thought process behind your decisions. 
• Implementation:  Explain how the solution was put into action to show the practical application. This description should bring your strategy to life, allowing the audience to see how you executed plans. 
• Results and Impact:  Present measurable outcomes and impacts of the strategy to validate and show its effectiveness in real-world scenarios. 
• Visual Elements:  Use charts, images, and infographics to make complex information more accessible and engaging, aiding audience understanding. 
• Testimonials and Quotes:  Include customer feedback or expert opinions to add credibility and a real-world perspective, reinforcing your strategy’s success. 
• Lessons Learned and Conclusions:  Summarize key takeaways and insights gained to show what the audience can learn from the case study. 
• Call to Action (CTA):  End with an action you want the audience to take to encourage engagement and further interaction.

Different Types of Case Study Presentations

The types of case study presentations include those that compare products, showcase customer journeys, or tell a story visually, among others. Each is tailored to different storytelling methods and presentation goals.

The following list outlines various types of case study presentations:   

• Problem-Solution-Impact Case Study:  This type focuses on a clear narrative structure, outlining the problem, solution implemented, and final impact. It's straightforward and effective for linear stories. 
• Comparative Case Study:  Ideal for showcasing before-and-after scenarios or comparisons between different strategies or time periods. This option often uses parallel columns or split slides for comparison. 
• Customer Journey Case Study:  Centered on the customer's experience, this option maps out their journey from recognizing a need to using the product or service, and the benefits they gained. It's a narrative-driven and customer-focused case study format. 
• Data-Driven Case Study:  Emphasizing quantitative results and data, this format is full of charts, graphs, and statistics. This option is perfect for cases where numerical evidence is the main selling point. 
• Storyboard Case Study:  Use this type to lay out the case study in a storytelling format. This option often relies on more visuals and less text. Think of it as a visual story, engaging and easy to follow. 
• Interactive Case Study:  Designed with clickable elements for an interactive presentation, this type allows the presenter to dive into different sections based on audience interest, making it flexible and engaging.
• Testimonial-Focused Case Study:  This format is best for highlighting customer testimonials and reviews. It leverages the power of word of mouth and is highly effective in building trust.

Expert Tips for Case Study Presentations

Expert tips for case study presentations include knowing your audience, telling a clear story, and focusing on the problem and solution. They can also benefit from using visuals and highlighting results.

“Case studies are one of the most powerful tools in an organization’s marketing arsenal,” says Gayle Kalvert, Founder and CEO of  Creo Collective, Inc. , a full-service marketing agency. “Done correctly, case studies provide prospective buyers with proof that your product or service solves their business problem and shortens the sales cycle.”   

“Presentations are probably the most powerful marketing asset, whether for a webinar, a first meeting deck, an investor pitch, or an internal alignment/planning tool,” says marketing expert  Cari Jaquet . “Remember, the goal of a case study presentation is not just to inform, but also to persuade and engage your audience.” 

Use these tips to make your presentation engaging and effective so that it resonates with your audience:   

• Know Your Audience:  Tailor the presentation to the interests and knowledge level of your audience. Understanding what resonates with them helps make your case study more relevant and engaging. “Presentations can also be a forcing function to define your audience, tighten up your mission and message, and create a crisp call to action,” explains Jaquet.
• Tell a Story:  Structure your case study like a story, with a clear beginning (the problem), middle (the solution), and end (the results). A narrative approach keeps the audience engaged. 
• Focus on the Problem and Solution:  Clearly articulate the problem you addressed and how your solution was unique or effective. This section is the core of a case study and should be given ample attention. 
• Use Data Wisely:  Incorporate relevant data to support your points, but avoid overwhelming the audience with numbers. Use charts and graphs for visual representation of data to make it more digestible. 
• Highlight Key Results:  Emphasize the impact of your solution with clear and quantifiable results. This could include increased revenue, cost savings, improved customer satisfaction, and similar benefits.
• Incorporate Visuals:  Use high-quality visuals to break up text and explain complex concepts. Consider using photos, infographics, diagrams, or short videos.  “I put together the graphics that tell the story visually. Speakers often just need a big image or charts and graphs to help guide their talk track. Of course, if the audience expects details (for example, a board deck), the graphic helps reinforce the narrative,” shares Jaquet.
• Include Testimonials:  Adding quotes or testimonials from clients or stakeholders adds credibility and a real-world perspective to your presentation. 
• Practice Storytelling:  A well-delivered presentation is as important as its content. Practice your delivery to ensure you are clear, concise, and engaging. At this point, it also makes sense to solicit feedback from stakeholders. Jaquet concurs: “Once my outline and graphics are in place, I typically circulate the presentation draft for review. The feedback step usually surfaces nuances in the story or key points that need to show up on the slides. There is no point in building out tons of slides without alignment from the speaker or subject matter experts.”
• End with a Strong Conclusion:  Summarize the key takeaways and leave your audience with a final thought or call to action. 
• Seek Feedback:  After your presentation, request feedback to understand what worked well and what could be improved for future presentations. 

“Don't underestimate the power of a great presentation. And don't wait until the last minute or try to invent the wheel on your own,” advises Jaquet. “Many times, getting the next meeting, winning the deal, or getting the project kicked off well, requires your audience to understand and believe your story.”

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Blog / Storytelling / Can you prove it?: how to present a case study. 

Can you prove it?: how to present a case study. 

You’ve been following Buffalo 7’s wisdom for some time, and know all about your audience’s challenges and how you can solve them. But how do you prove it? By learning how to present a case study, that’s how.  

What’s the point of a case study in a presentation? 

The point of a case study is to constructively toot your own horn. It’s one of the few places where you can properly begin to talk about all the great stuff you do in your work, without coming across like an egotistical nightmare. Case studies in your presentation can be used to get your audience excited about working with you. And to demonstrate that you can be trusted – that you’ve been there, done that, and got the undeniable results.  

In fact, 78% of B2B buyers use case studies as an integral part of their pre-purchase research. And the best way to harness this power, using it to your advantage, is to advertise your greatest achievements in a way that resonates with your audience. It’s a very fine line to tread between credible and braggadocious. But that’s where we can help.  

How to present a case study with emotion. 

If you can get your audience to see themselves reflected in your case studies, you’re onto a winner. Once a prospect can picture themselves playing the part of your customer – and all the benefits that brings – a healthy dollop of sunk cost bias will nudge them safely over the line.  

There are other benefits of publishing case studies too. A powerful case study fosters an atmosphere of positive social proof, which is crucial for any brands struggling with their image. Think of satisfied customers as an extra division of your marketing department, just sitting and waiting to be put into action.  

When should I use a case study in a presentation? 

Lots of companies choose to sequester their studies away on their website and hope curious prospects will stumble upon them. We think that’s a waste of a good boasting opportunity. You can benefit from pulling a well-written case study out of the bag at loads of marketing milestones.  

Consider including case studies in places like: persuasive one-off prospect pitches, slick ongoing sales decks, wallet-opening investor presentations, lead-generating marketing presentations, and spotlight-grabbing conference presentations. Basically, almost any presentation you can think of will benefit from a little case study credibility, helping your audience to visualise how great it’ll be to work with you. 

What to include in a case study presentation. 

All the best case studies feature a cunning blend of figures and feelings. But the real impact comes right from the horse’s mouth. If possible, tell your case study story from your client’s point of view. Ask them for just half an hour of their time. Talk with them about their day-to-day lives before working with you. Ask how the process was for them. And, of course, talk about their new world and how much better it is now.  

It’s nothing personal, but your audience is much more likely to believe the results, if someone else is telling them. 

But once you have that information from your client, how do you turn it into a story? We know, we know – we harp on about storytelling all the damned time. But the importance of utilising narrative structure here can’t be understated. And it’s really easy to do. 

What’s the best case study structure? 

There are no hard and fast rules when it comes to the structure of your case study presentation. Every client journey is unique, so – when you present your case study – you should reflect that. Having said that, there are some key ingredients that most case studies need to include to have the greatest impact. And following a set structure just makes the whole thing a lot easier, eh? 

• Set the scene 

Pique your audience’s interest with an emotional hook, setting the scene and getting them invested in the client story. 

Who is the client you’re talking about? What industry do they sit inside? Why should your audience care? Is there any relevant history that your audience could benefit from hearing?  

• What challenges darkened their door? 

Why did they need to hire you? What difficulties were they facing before you came along – either personally or across their industry? Did they have a specific goal they wanted to achieve, with your help? 

• How did your solution save the day? 

What were you able to bring to the table that nobody else could? What unique approach did you use to find your angle of attack?  

One ballsy approach could be to outline any parts that went pear shaped, and how you fixed them. We learn the most valuable lessons rectifying the chaos of a mistake. There’s a certain charm in owning up to your mistakes that will humanise you to your audience. And that never hurts when you’re trying to get them to buy into your service. Just make sure you don’t forget to tell them what you learned, and what’s in place now to ensure it will never happen again. 

• Rustle up some results 

Once you’ve grabbed their attention, drive the weight of the case study home with transformational facts and figures. Demonstrate the real and measurable change your client was able to effect with you by their side.  

Are there any tangible stats you can fling into the faces of your audience members? An increase in traffic? An uptick in sales? A boost in brand visibility?  

If you don’t have any substantial stats, you could frame a picture of the future using the results your service has provided as a springboard. Just make sure to keep them grounded in reality.

When’s the best time to present my case study? 

Again, every audience – and every presentation – is different, but – 90% of the time – the best place for a case study is towards the end of your presentation. By this point, you’ll have pulled on their emotional responses, shown you have a solution that their gut says is perfect for them, but they’ll be looking for something credible to seal the deal. 

Try to move seamlessly from presenting the solution to backing it up with a relevant case study. And you may want to think about including one case study per solution, so that you’re never lacking for proof points.  

How to present a case study slide. 

You’ve written your case study story. You know where it’s going to go in your deck. Now you just need to build the thing.  

Remember that all your presentation principles should still hold true for this portion of your deck. Stick to one big idea per page, minimal on-slide copy, engaging visuals, and rich detail hiding inside the speaker notes. 

Your case study may warrant one slide per stage of the structure. Or all four stages might be more impactful on one. It all depends on how many ideas you’re trying to communicate, and how overwhelming it all could be if smushed together. 

How to present an interactive case study. 

We think every presentation should be as interactive as possible . And if you use PowerPoint as your vehicle for presenting social proof, it’s a breeze to ease in audience participation.  

Rather than just dumping all your case studies onto the testimonials page of your site, you can create a menu in PowerPoint and let your audience choose which study they want to know more about. Or, if they’re not sure, you can use this opportunity to show your understanding of their world and pick for them.  

Using the same case study in multiple places. 

You can get the most mileage out of your marketing by utilising case studies in multiple ways. It’s best practice to have the cut-down, conversational versions a part of your pitch decks, with more static, text-heavy versions on your website . 

You could even take the same assets and create marketing videos for platforms like LinkedIn , Instagram , YouTube , or TikTok – depending on the viewing habits of your prospects.  

The important thing here is to keep all the iterations of your case studies up to the same impeccable standard. You should be able to craft a narrative flow for your audience whether they’re actively being presented to, left to read through a written case study, or browsing through video versions of your testimonials.  

And that means creating bespoke case study presentations, not just using a rubbish template.  

Where to find the best case study templates. 

If we’re being brutally honest, there isn’t a good PowerPoint case study template anywhere. And that’s because every case study is totally unique. The value of a good case study lies in the personalised journey that it takes your audience on.  

Basically, if you want to make an impact, you can’t cut corners. You need to learn how to spot the most emotively accessible story arc in any study. Once you’ve got that nailed down, you can adapt your own bespoke PowerPoint template to tell that story, and it’ll be better – and more on brand – than any downloadable template you can find online.  

And, once you’ve nailed storytelling for case studies, you’ll be able to apply this new-found skill to any persuasive communication. In other words, you’ll be unstoppable. 

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How to Make a Medical Case Presentation

Last updated on July 5th, 2023

Effective communication lies at the heart of healthcare services. Whether it’s conveying complex medical information to patients, discussing treatment plans with families, or presenting a medical case to colleagues, the ability to deliver clear, concise, and engaging presentations is vital.

A well-designed presentation template tailored for a Medical Case can significantly enhance the effectiveness of a medical case presentation, offering a structured format that aids comprehension and maintains audience engagement.

This article offers a deep dive into the art of medical case presentations, discussing their importance, the benefits of using a dedicated PowerPoint template, and providing a detailed review of a highly recommended template. So, health professionals, doctors, institutions and consultants working in the healthcare space can create effective Medical presentations.

Understanding Medical Case Presentations

Medical case presentations are a staple in the healthcare industry. They’re used to share patient information, discuss differential diagnoses, and decide on the best course of action for treatment. They form a critical part of healthcare education and interdisciplinary communication, providing a platform for knowledge sharing, problem-solving, and clinical decision-making.

Who Creates Medical Case Presentations?

Medical Case presentations are often created by a wide range of healthcare professionals, including doctors, medical students, nurses, research scientists, and healthcare administrators.

The context and audience can greatly influence the structure and style of the presentation. For instance, a presentation to a room full of medical colleagues may delve deeper into technical details and use more medical jargon, while a presentation to non-medical stakeholders would need to be more simplified and jargon-free.

Key Components of a Medical Case Presentation

A typical medical case presentation includes the patient’s information, presenting complaints, medical history, clinical findings, investigations, diagnosis, treatment, and follow-up. The ability to succinctly present this information in a logical and structured manner is a valuable skill for healthcare professionals, enabling clear communication and efficient decision-making.

How to Prepare the Outline of a Medical Case Presentation? Structuring Your Presentation

Just as with any story, your medical case presentation should have a clear beginning, middle, and end.

• Start by introducing the patient and their presenting complaints.
• Next, delve into the clinical findings, diagnosis process, and the chosen treatment plan.
• Conclude with the patient’s response to treatment and the follow-up plan.

Visual slides can be incredibly helpful, offering a quick and effective way to communicate complex information. This is where a good PowerPoint template can be invaluable, especially those created by professional presentation template designers, including metaphors, illustrations, infographics and a wide range of slide layouts for medical presentations.

Benefits of Using a Medical Case PPT Template

Using a PowerPoint template for your medical case presentations offers several benefits versus starting a Medical presentation from scratch. Here are three reasons:

• First, it promotes efficiency by providing a ready-made structure, saving you the time and effort of designing each slide from scratch.
• Second, it ensures consistency, lending a professional look to your presentations.
• Lastly, it enhances clarity by providing a predictable and logical flow, which can greatly improve your audience’s understanding and retention of information.

A 100% editable Medical Case PPT Template

One highly recommended template for medical case presentations is the Medical Case Study PowerPoint Template provided by SlideModel. This medical PPT template offers a range of layouts designed specifically for medical presentations, each catering to different parts of the case presentation.

For example, it has separate slide layouts for presenting patient information, medical history, clinical findings, and so on. Each slide has been designed keeping in mind the unique needs of that section, with clear headings, bullet points, and spaces for visual aids.

This Medical Case Presentation template features the following slides:

• Cover slide with Medical Case Study
• 2 Agenda slides with different layouts
• Who we are slide
• Case study slide
• Problem statement slide
• Solution slide
• Results slide
• Timeline with ECG diagram (Heart rhythm)
• Thank you slide

The template is also customizable, allowing you to adjust colors, fonts, and graphics to match your specific needs or institutional branding.

Delivering an effective medical case presentation is no small feat, but with the right tools and strategies, it becomes much more manageable. Using a Medical Case PowerPoint template for your medical case presentations can save you time, enhance your professionalism, and boost clarity.

With careful planning, a clear structure, and a strong PowerPoint template, you can transform your medical case presentations from good to great. Remember, the goal is not just to share information, but to do so in a way that engages your audience and promotes clear understanding. Happy presenting!

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TEACHING TIPS: TWELVE TIPS FOR MAKING CASE PRESENTATIONS MORE INTERESTING *

1. set the stage.

Prepare the audience for what is to come. If the audience is composed of people of mixed expertise, spend a few minutes forming them into small mixed groups of novices and experts. Explain that this is an opportunity for the more junior to learn from the more senior people. Tell them that the case to be presented is extremely interesting, why it is so and what they may learn from it. The primary objective is to analyze the clinical reasoning that was used rather than the knowledge required, although the acquisition of such knowledge is an added benefit of the session. A “well organized case presentation or clinicopathological conference incorporates the logic of the workup implicitly and thus makes the diagnostic process seem almost preordained”.

A psychiatry resident began by introducing the case as an exciting one, explaining the process and dividing the audience into teams mixing people with varied expertise. He urged everyone to think in ‘real time’ rather than jump ahead and to refrain from considering information that is not normally available at the time: for example, a laboratory report that takes 24 hours to obtain be assessed in the initial workup.

2. PROVIDE ONLY INITIAL CUES AT FIRST

Give them the first two to live cues that were picked up in the first minute or two of the patient encounter either verbally, or written on a transparency. For example, age, sex race and reason for seeking medical help. Ask each group to discuss their first diagnostic hypotheses. Experts and novices will learn a great deal from each other at this stage and the discussions will be animated. The initial cues may number only one or two and hypothesis generation occurs very quickly even in the novices. Indeed, the only difference between the hypotheses of novices and those of experts is in the degree of refinement, not in number.

It is Saturday afternoon and you are the psychiatric emergency physician. A 25-year-old male arrives by ambulance and states that he is feeling suicidal. Groups talked for 4 minutes before the resident called for order to commence step three.

3. ASK FOR HYPOTHESES AND WRITE THEM UP ON THE BLACKBOARD

Call for order and ask people to offer their suggested diagnoses and write these up on a board or transparency.

The following hypotheses were suggested by the groups and the resident wrote them on a flip chart: depression, substance abuse, recent social stressors-crisis, adjustment disorder, organic problem, dysthymia, schizophrenia, bipolar affective disorder. The initial three or four bits of information generated eight hypotheses.

4. ALLOW THE AUDIENCE TO ASK FOR INFORMATION

After all hypotheses have been listed instruct the audience to ask for the information they need to confirm or refute these hypotheses. Do not allow them to ‘jump the gun’ by asking for a test result, for example, that would not have been received within the time frame that is being re-lived. There will be a temptation to move too fast and the exercise is wasted if information is given too soon. Recall that the purpose is to help them go through a thinking process which requires time.

Teachers participating in this exercise will receive much diagnostic information about students’ thinking at this stage. Indeed, an interesting teaching session can be conducted by simply asking students to generate hypotheses without proceeding further. There is evidence to suggest that when a diagnosis is not considered initially it is unlikely to be reached over time, Hence it is worth spending time with students to discuss the hypotheses they generate before they proceed with an enquiry.

Directions to the group were to determine what questions they would like to ask, based on gender, age and probabilities, to support or exclude the listed diagnostic possibilities. A sample of question follow:

• Does he work? No, he's unemployed.
• Does he drink? one to three beers a week.
• Why now? He's been feeling worse and worse for the last 3 weeks.
• Social support? He gives alone. Has no girlfriend.
• Appearance? Looks his age. Not shaved today. No shower in 3 days.
• Cultural background? Refugee from Iraq. Muslim.
• How did he get here? He spent 4 years in a refugee camp after spending 4 months walking to Pakistan from Iraq. He left Iraq to avoid military service.
• Suicide thoughts? Increasing the last 3 weeks. He was admitted in December and has been taking chloral hydrate.

This step took 13 minutes.

5. HAVE THE AUDIENCE RE-FORMULATE THEIR LIST OF HYPOTHESES

After enough information has been gained to proceed, ask them to resume their discussion about the problem and reformulate their diagnostic hypotheses in light of the new information. Instruct them to discuss which pieces of information changed the working diagnosis and why. Call for order again and ask people what they now think.

After allowing the group to talk for a few minutes, the resident asked them if there was enough information to strike off any hypotheses or if new hypotheses should be added to the list. One more possibility was added, post-traumatic stress disorder (PTSD). One group's list of priorities was major affective disorder with psychosis, schizophrenia, personality disorder. Another group also placed affective disorder first followed by organic mood disorder.

This step took 25 minutes.

6. FACILITATE A DISCUSSION ABOUT REASONING

Alter the original lists of hypotheses on the board in light of the discussion, or allow one member from each group to alter their own lists. By the use of open-ended questions encourage a general discussion about the reasons a group has for preferring one diagnosis over another.

A general discussion ensued about reasons for these priorities. Then the list was altered so that it read: schizophrenia, personality disorder, PTSD, major affective disorder with psychosis, organic mood disorder.

7. ALLOW ANOTHER ROUND OF INFORMATION SEEKING

Continue with another round of information and small-group discussion or else allow the whole group to interact. By giving information only when asked for and only in correct sequence, each person is challenged to think through the problem.

More information was sought, such as: form of speech? eye contact? affect? substance use? After 5 minutes the resident asked if there were only lab tests they would like. The group asked for thyroid stimulating hormone, T4, electrolytes and were given the results. They also asked for the results of the physical examination and were told that the pulse was 110 and the thyroid was enlarged. At this point some hypotheses were removed from the list.

8. ASK GROUPS TO REACH A FINAL DIAGNOSIS

When there is a lull in the search for information, ask the groups to reach consensus on their final diagnosis, given the information they have. Allow discussion within the groups.

9. CALL FOR EACH GROUP'S FINAL DIAGNOSIS

On each group's list of hypothesis, star or underline the final diagnosis.

The group decided that the most likely diagnosis was affective disorder with psychosis, the actual working diagnosis of the patient.

10. ASK FOR MANAGEMENT OPTIONS

If there is enough time, ask them to form small groups again to discuss treatment options, or conduct the discussion as a large group. Again ask for the reasons why one approach is preferred over another. Particularly ask the experts in the room for their reasoning so that the novices can learn from them.

11. SUMMARIZE

By the time the end is in sight the audience will be so involved that they will not wish to leave. However, 5 minutes before time, call for order and summarize the session. Highlight the key points that have been raised and refer to the objective of the session.

We are now at the end of our time. You have all had the opportunity to use your clinical reasoning skills to generate several hypotheses which are shown on the board. Initially you thought it possible that this man could have any one of a number of diagnoses including depression, substance abuse, adjustment disorder with depressed mood, organic mood disorder or post-traumatic stress disorder. With further information the possible diagnosis shifted to include schizophrenia and personality disorder as well as depression with psychotic features. Finally the diagnosis of depression or mood disorder with psychosis was most strongly supported because of the history of consistently depressed mood over several months, along with disturbed sleep, poor appetite, weight loss, decreased energy and diminished interest in most activities. The initially abnormal thyroid test proved to be a red herring so organic mood disorder related to hyper- or hypo-thyroidism was excluded. Additionally absence of vivid dreams involving a traumatic event made a diagnosis of post-traumatic stress disorder unlikely. Although a diagnosis of schizophrenia could not be totally excluded, this seemed less likely given the findings.

12. CLOSE THE SESSION WITH POSITIVE FEEDBACK

In some respects, but only some, teaching is like acting and one should strive to leave them not laughing as you go, but feeling that they have learned something.

The more novice members of the group have learned from the more experienced and all your suggestions have been valid. It has been interesting for me to follow your reasoning and compare it with mine when I actually saw this man. You have given me a different perspective as you thought of things I had not, and I thank you for your participation.

Although case presentation should be a major learning experience for both novice and experienced physicians they are often conducted in a stultifying way that defies thought. We have presented a series of steps which, if followed, guarantee active participation from the audience and ensure that if experts are in the room their expertise is used. Physicians have been moulded to believe that teaching means telling and, as a consequence, adopt a remote listening stance during case presentations. Indeed the back row often use the time to catch up on much needed sleep! Changing the format requires courage. We urge you to try out these steps so that both you and your audience will learn from and enjoy the process.

How To Present a Patient: A Step-To-Step Guide

Last Updated on June 24, 2022 by Laura Turner

Updated and verified by Dr. Lee Burnett on March 19, 2022.

The ability to deliver oral case presentations is a core skill for any physician. Effective oral case presentations help facilitate information transfer among physicians and are essential to delivering quality patient care. Oral case presentations are also a key component of how medical students and residents are assessed during their training.

At its core, an oral case presentation functions as an argument. It is the presenter’s job to share the pertinent facts of a patient’s case with the other members of the medical care team and establish a clear diagnosis and treatment plan. Thus, the presenter should include details to support the proposed diagnosis, argue against alternative diagnoses, and exclude extraneous information. While this task may seem daunting at first, with practice, it will become easier. That said, if you are unsure if a particular detail is important to your patient’s case, it is probably best to be safe and include it.

Now, let’s go over how to present a case. While I will focus on internal medicine inpatients, the following framework can be applied to patients in any setting with slight modifications.

Oral case presentations are generally made to a medical care team, which can be composed of medical and pharmacy students, residents, pharmacists, medical attendings, and others. As the presenter, you should strive to deliver an interesting presentation that keeps your team members engaged. Here are a few things to keep in mind:

• Be confident: Speak clearly at the loudest volume appropriate to protect patient privacy, vary your tone to emphasize the most important details, and maintain eye contact with members of your team.
• Don’t fidget : Stand up straight and avoid unnecessary, distracting movements.
• Use your notes : You may glance at your notes from time to time while presenting. However, while there is no need to memorize your presentation, there is no better way to lose your team’s attention than to read your notes to them.
• Be honest: Given the importance of presentations in guiding medical care, never guess or report false information to the team. If you are unsure about a particular detail, say so.

The length of your presentation will depend on various factors, including the complexity of your patient, your audience, and your specialty. I have found that new internal medicine inpatients generally take 5-10 minutes to present. Internal medicine clerkship directors seem to agree. In a 2009 survey , they reported a range of 2-20 minutes for the ideal length of student inpatient presentations, with a median of 7 minutes.

While delivering oral case presentations is a core skill for trainees, and there have been attempts to standardize the format , expectations still vary among attending physicians. This can be a frustrating experience for trainees, and I would recommend that you clarify your attending’s expectations at the beginning of each new rotation. However, I have found that these differences are often stylistic, and content expectations are generally quite similar. Thus, developing a familiarity with the core elements of a strong oral case presentation is essential.

How to Present a Patient

You should begin every oral presentation with a brief one-liner that contains the patient’s name, age, relevant past medical history, and chief complaint. Remember that the chief complaint is why the patient sought medical care in his or her own words. An example of an effective opening is as follows: “Ms. X is a 78-year-old female with a past medical history of chronic obstructive pulmonary disease who presents to the hospital after she felt short of breath at home.”

Following the opener, elaborate on why the patient sought medical care. Describe the events that preceded the patient’s presentation in chronological order. A useful mnemonic to use when deciding what to report is OPQRST , which includes: • The Onset of the patient’s symptoms • Any Palliative or Provoking factors that make the symptoms better or worse, respectively • The Quality of his or her symptoms (how he or she describes them) • The Region of the body where the patient is experiencing his or her symptoms and (if the symptom is pain) whether the patient’s pain Radiates to another location or is well-localized • The Severity of the symptoms and any other associated Symptoms • The Time course of the symptoms (how they have changed over time and whether the patient has experienced them before) Additionally, include any other details here that may support your final diagnosis or rule out alternative diagnoses. For example, if you are concerned about a pulmonary embolism and your patient recently completed a long-distance flight, that would be worth mentioning.

The review of systems is sometimes included in the history of present illness, but it may also be separated. Given the potential breadth of the review of systems (a comprehensive list of questions that may be asked can be found here ), when presenting, only report information that is relevant to your patient’s condition.

The past medical history comes next. This should include the following information: • The patient’s medical conditions, including any that were not highlighted in the opener • Any past surgeries the patient has had and when they were performed • The timing of and reasons for past hospitalizations • Any current medications, including dosages and frequency of administration

The next section should detail the patient’s relevant family history. This should include: • Any relevant conditions that run in the patient’s family, with an emphasis on first-degree relatives

After the family history comes the social history. This section should include information about the patient’s: • Living situation • Occupation • Alcohol and tobacco use • Other substance use You may also include relevant details about the patient’s education level, recent travel history, history of animal and occupational exposures, and religious beliefs. For example, it would be worth mentioning that your anemic patient is a Jehovah’s Witness to guide medical decisions regarding blood transfusions.

Once you have finished reporting the patient’s history, you should transition to the physical exam. You should begin by reporting the patient’s vital signs, which includes the patient’s: • Temperature • Heart rate • Blood pressure • Respiratory rate • Oxygen saturation (if the patient is using supplemental oxygen, this should also be reported) Next, you should discuss the findings of your physical exam. At the minimum, this should include: • Your general impressions of the patient, including whether he or she appears “sick” or not • The results of your: • Head and neck exam • Eye exam • Respiratory exam • Cardiac exam • Abdominal exam • Extremity exam • Neurological exam Additional relevant physical examination findings may be included, as well. Quick note: resist the urge to report an exam as being “normal.” Instead, report your findings. For example, for a normal abdominal exam, you could report that “the patient’s abdomen is soft, non-tender, and non-distended, with normoactive bowel sounds.”

This section includes the results of any relevant laboratory testing, imaging, or other diagnostics that were obtained. You do not have to report the results of every test that was ordered. Before presenting, consider which results will further support your proposed diagnosis and exclude alternatives.

The emergency department (ED) course is classically reported towards the end of the presentation. However, different attendings may prefer to hear the ED course earlier, usually following the history of present illness. When unsure, report the ED course after the results of diagnostic testing. Be sure to include initial ED vital signs and any administered treatments.

You should conclude your presentation with the assessment and plan. This is the most important part of your presentation and allows you to show your team how much you really know. You should include: • A brief summary (1-2 lines) of the patient, the reason for admission, and your likely diagnosis. This should also include information regarding the patient’s clinical stability. While it can be similar to your opener, it should not be identical. An example could be: “Ms. X is a 78-year-old female with a past medical history of chronic obstructive pulmonary disease who presents with shortness of breath in the setting of an upper respiratory tract infection who is now stable on two liters of supplemental oxygen delivered via nasal cannula. Her symptoms are thought to be secondary to an acute exacerbation of chronic obstructive pulmonary disease.” • A differential diagnosis . For students, this should consist of 3-5 potential diagnoses. You should explain why you think each diagnosis is or is not the final diagnosis. Be sure to rule out potentially life-threatening conditions (unless you think your patient has one). For our fictional patient, Ms. X, for example, you could explain why you think she does not have a pulmonary embolism or acute coronary syndrome. For more advanced trainees, the differential can be more limited in scope. • Your plan . On regular inpatient floors, this should include a list of the patient’s medical problems, ordered by acuity, followed by your proposed plan for each. After going through each active medical problem, be sure to mention your choice for the patient’s diet and deep vein thrombosis prophylaxis, the patient’s stated code status, and the patient’s disposition (whether you think they need to remain in the hospital). In intensive care units, you can organize the patient’s medical problems by organ system to ensure that no stone is left unturned (if there are no active issues for an organ system, you may say so).

Presenting Patients Who Have Been in the Hospital for Multiple Days

After the initial presentation, subsequent presentations can be delivered via SOAP note format as follows:

• The  Subjective  section includes details about any significant overnight events and any new complaints the patient has.
• In the  Objective  section, report your physical exam (focus on any changes since you last examined the patient) and any significant new laboratory, imaging, or other diagnostic results.
• The  Assessment  and  Plan  are typically delivered as above. For the initial patient complaint, you do not have to restate your differential diagnosis if the diagnosis is known. For new complaints, however, you should create another differential and argue for or against each diagnosis. Be sure to update your plan every day.

Presenting Patients in Different Specialties

Before you present a patient, consider your audience. Every specialty presents patients differently. In general, surgical and OB/GYN presentations tend to be much quicker (2-3 minutes), while pediatric and family medicine presentations tend to be similar in length to internal medicine presentations. Tailor your presentations accordingly.

Presenting Patients in Outpatient Settings

Outpatients may be presented similarly to inpatients. Your presentation’s focus, however, should align with your outpatient clinic’s specialty. For example, if you are working at a cardiology clinic, your presentation should be focused on your patient’s cardiac complaints.

If your patient is returning for a follow-up visit and does not have a stated chief complaint, you should say so. You may replace the history of present illness with any relevant interval history since his or her last visit.

And that’s it! Delivering oral case presentations is challenging at first, so remember to practice. In time, you will become proficient in this essential medical skill. Good luck!

Kunal Sindhu, MD, is an assistant professor in the Department of Radiation Oncology at the Icahn School of Medicine at Mount Sinai and New York Proton Center. Dr. Sindhu specializes in treating cancers of the head, neck, and central nervous system.

2 thoughts on “How To Present a Patient: A Step-To-Step Guide”

To clarify, it should take 5-10 minutes to present (just one) new internal medicine inpatient? Or if the student had 4 patients to work up, it should take 10 minutes to present all 4 patients to the preceptor?

Good question. That’s per case, but with time you’ll become faster.

Comments are closed.

How to make an oral case presentation to healthcare colleagues

The content and delivery of a patient case for education and evidence-based care discussions in clinical practice.

BSIP SA / Alamy Stock Photo

A case presentation is a detailed narrative describing a specific problem experienced by one or more patients. Pharmacists usually focus on the medicines aspect , for example, where there is potential harm to a patient or proven benefit to the patient from medication, or where a medication error has occurred. Case presentations can be used as a pedagogical tool, as a method of appraising the presenter’s knowledge and as an opportunity for presenters to reflect on their clinical practice [1] .

The aim of an oral presentation is to disseminate information about a patient for the purpose of education, to update other members of the healthcare team on a patient’s progress, and to ensure the best, evidence-based care is being considered for their management.

Within a hospital, pharmacists are likely to present patients on a teaching or daily ward round or to a senior pharmacist or colleague for the purpose of asking advice on, for example, treatment options or complex drug-drug interactions, or for referral.

Content of a case presentation

As a general structure, an oral case presentation may be divided into three phases [2] :

• Reporting important patient information and clinical data;
• Analysing and synthesising identified issues (this is likely to include producing a list of these issues, generally termed a problem list);
• Managing the case by developing a therapeutic plan.

Specifically, the following information should be included [3] :

Patient and complaint details

Patient details: name, sex, age, ethnicity.

Presenting complaint: the reason the patient presented to the hospital (symptom/event).

History of presenting complaint: highlighting relevant events in chronological order, often presented as how many days ago they occurred. This should include prior admission to hospital for the same complaint.

Review of organ systems: listing positive or negative findings found from the doctor’s assessment that are relevant to the presenting complaint.

Past medical and surgical history

Social history: including occupation, exposures, smoking and alcohol history, and any recreational drug use.

Medication history, including any drug allergies: this should include any prescribed medicines, medicines purchased over-the-counter, any topical preparations used (including eye drops, nose drops, inhalers and nasal sprays) and any herbal or traditional remedies taken.

Sexual history: if this is relevant to the presenting complaint.

Details from a physical examination: this includes any relevant findings to the presenting complaint and should include relevant observations.

Laboratory investigation and imaging results: abnormal findings are presented.

Assessment: including differential diagnosis.

Plan: including any pharmaceutical care issues raised and how these should be resolved, ongoing management and discharge planning.

Any discrepancies between the current management of the patient’s conditions and evidence-based recommendations should be highlighted and reasons given for not adhering to evidence-based medicine ( see ‘Locating the evidence’ ).

Locating the evidence

The evidence base for the therapeutic options available should always be considered. There may be local guidance available within the hospital trust directing the management of the patient’s presenting condition. Pharmacists often contribute to the development of such guidelines, especially if medication is involved. If no local guidelines are available, the next step is to refer to national guidance. This is developed by a steering group of experts, for example, the British HIV Association or the National Institute for Health and Care Excellence . If the presenting condition is unusual or rare, for example, acute porphyria, and there are no local or national guidelines available, a literature search may help locate articles or case studies similar to the case.

Giving a case presentation

Currently, there are no available acknowledged guidelines or systematic descriptions of the structure, language and function of the oral case presentation [4] and therefore there is no standard on how the skills required to prepare or present a case are taught. Most individuals are introduced to this concept at undergraduate level and then build on their skills through practice-based learning.

A case presentation is a narrative of a patient’s care, so it is vital the presenter has familiarity with the patient, the case and its progression. The preparation for the presentation will depend on what information is to be included.

Generally, oral case presentations are brief and should be limited to 5–10 minutes. This may be extended if the case is being presented as part of an assessment compared with routine everyday working ( see ‘Case-based discussion’ ). The audience should be interested in what is being said so the presenter should maintain this engagement through eye contact, clear speech and enthusiasm for the case.

It is important to stick to the facts by presenting the case as a factual timeline and not describing how things should have happened instead. Importantly, the case should always be concluded and should include an outcome of the patient’s care [5] .

An example of an oral case presentation, given by a pharmacist to a doctor,  is available here .

A successful oral case presentation allows the audience to garner the right amount of patient information in the most efficient way, enabling a clinically appropriate plan to be developed. The challenge lies with the fact that the content and delivery of this will vary depending on the service, and clinical and audience setting [3] . A practitioner with less experience may find understanding the balance between sufficient information and efficiency of communication difficult, but regular use of the oral case presentation tool will improve this skill.

Tailoring case presentations to your audience

Most case presentations are not tailored to a specific audience because the same type of information will usually need to be conveyed in each case.

However, case presentations can be adapted to meet the identified learning needs of the target audience, if required for training purposes. This method involves varying the content of the presentation or choosing specific cases to present that will help achieve a set of objectives [6] . For example, if a requirement to learn about the management of acute myocardial infarction has been identified by the target audience, then the presenter may identify a case from the cardiology ward to present to the group, as opposed to presenting a patient reviewed by that person during their normal working practice.

Alternatively, a presenter could focus on a particular condition within a case, which will dictate what information is included. For example, if a case on asthma is being presented, the focus may be on recent use of bronchodilator therapy, respiratory function tests (including peak expiratory flow rate), symptoms related to exacerbation of airways disease, anxiety levels, ability to talk in full sentences, triggers to worsening of symptoms, and recent exposure to allergens. These may not be considered relevant if presenting the case on an unrelated condition that the same patient has, for example, if this patient was admitted with a hip fracture and their asthma was well controlled.

Case-based discussion

The oral case presentation may also act as the basis of workplace-based assessment in the form of a case-based discussion. In the UK, this forms part of many healthcare professional bodies’ assessment of clinical practice, for example, medical professional colleges.

For pharmacists, a case-based discussion forms part of the Royal Pharmaceutical Society (RPS) Foundation and Advanced Practice assessments . Mastery of the oral case presentation skill could provide useful preparation for this assessment process.

A case-based discussion would include a pharmaceutical needs assessment, which involves identifying and prioritising pharmaceutical problems for a particular patient. Evidence-based guidelines relevant to the specific medical condition should be used to make treatment recommendations, and a plan to monitor the patient once therapy has started should be developed. Professionalism is an important aspect of case-based discussion — issues must be prioritised appropriately and ethical and legal frameworks must be referred to [7] . A case-based discussion would include broadly similar content to the oral case presentation, but would involve further questioning of the presenter by the assessor to determine the extent of the presenter’s knowledge of the specific case, condition and therapeutic strategies. The criteria used for assessment would depend on the level of practice of the presenter but, for pharmacists, this may include assessment against the RPS  Foundation or Pharmacy Frameworks .

Acknowledgement

With thanks to Aamer Safdar for providing the script for the audio case presentation.

Reading this article counts towards your CPD

You can use the following forms to record your learning and action points from this article from Pharmaceutical Journal Publications.

Your CPD module results are stored against your account here at The Pharmaceutical Journal . You must be registered and logged into the site to do this. To review your module results, go to the ‘My Account’ tab and then ‘My CPD’.

Any training, learning or development activities that you undertake for CPD can also be recorded as evidence as part of your RPS Faculty practice-based portfolio when preparing for Faculty membership. To start your RPS Faculty journey today, access the portfolio and tools at www.rpharms.com/Faculty

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[1] Onishi H. The role of case presentation for teaching and learning activities. Kaohsiung J Med Sci 2008;24:356–360. doi: 10.1016/s1607-551x(08)70132–3

[2] Edwards JC, Brannan JR, Burgess L et al . Case presentation format and clinical reasoning: a strategy for teaching medical students. Medical Teacher 1987;9:285–292. doi: 10.3109/01421598709034790

[3] Goldberg C. A practical guide to clinical medicine: overview and general information about oral presentation. 2009. University of California, San Diego. Available from: https://meded.ecsd.edu/clinicalmed.oral.htm (accessed 5 December 2015)

[4] Chan MY. The oral case presentation: toward a performance-based rhetorical model for teaching and learning. Medical Education Online 2015;20. doi: 10.3402/meo.v20.28565

[5] McGee S. Medicine student programs: oral presentation guidelines. Learning & Scholarly Technologies, University of Washington. Available from: https://catalyst.uw.edu/workspace/medsp/30311/202905 (accessed 7 December 2015)

[6] Hays R. Teaching and Learning in Clinical Settings. 2006;425. Oxford: Radcliffe Publishing Ltd.

[7] Royal Pharmaceutical Society. Tips for assessors for completing case-based discussions. 2015. Available from: http://www.rpharms.com/help/case_based_discussion.htm (accessed 30 December 2015)

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Microsoft 365 Life Hacks > Presentations > How to create a sales presentation

How to create a sales presentation

Creating an effective sales presentation involves understanding your audience, delivering clear value propositions, and showcasing your product or service in an engaging way. Use these tips to make a presentation that not only captivates the crowd but also compels them to make a purchase.

What is a sales presentation?

A sales presentation is an important tool used by businesses to explain, promote, and sell their products or services to a client or potential buyers. The presentation usually includes an introduction to the product, a discussion of its features and benefits, and a list of reasons why the audience should buy it. Effective sales presentations are well-structured, tailored to the audience’s needs, and delivered in a confident and persuasive manner.

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What to include in your sales presentation

Your sales presentation should be a blend of information, persuasion, and appeal. Here’s what to include in your upcoming presentation:

• Introduction. Briefly introduce yourself and your company then provide context about the upcoming presentation.
• Identified need. Clearly define the problem or need your product or solution aims to fix.
• Solution overview. Explain how your product or service solves the identified problem.
• Benefits. List the key benefits of your product and illustrate how they align with the audience’s needs.
• Proof points. Provide evidence to support your claims using case studies, testimonials, or data points.
• Pricing and packages. Outline your pricing structure along with any packages or deals you’re offering.
• Call to action. End with a clear call to action by telling your audience what you want them to do after the presentation.

Developing your sales presentation

Creating a persuasive sales presentation requires careful planning and extensive research. Follow these tips while drafting your presentation for a seamless delivery :

• Research your audience. Get to know your audience’s interests, needs, and pain points.
• Outline your presentation. Before you dive into any specifics, create a high-level outline to make sure your points follow a clear and logical structure .
• Design engaging slides. Use visuals to support your message while avoiding clutter and ensuring that any text is easy to read.
• Practice your delivery . Rehearse your presentation multiple times to refine your flow, timing, and cadence.

How long should your sales presentation be?

The length of your sales presentation can vary depending on the complexity of the product and the audience’s engagement level. However, experts recommend keeping presentations between 20 and 30 minutes to cover all your important points without losing your audience’s attention.

Finalizing your sales presentation

After drafting your presentation, remember to review and refine it. Here’s a quick checklist:

• Ensure all technical terms are explained.
• Check that all ideas flow logically.
• Verify that your presentation addresses all potential questions or objections.
• Include a memorable conclusion that reinforces your call to action.

A successful sales presentation includes engaging visuals, persuasive rhetoric, and well-structured information. By using the tips above, you can design a presentation that not only holds the attention of your listeners but also encourages them to take the next step.

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Tortitude: The Unique Tortoiseshell Cat Personality

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Last Updated on July 2, 2024 by Catster Editorial Team

If you’re a long-time cat owner or an animal health professional, you’ve probably heard or made certain blanket statements about a kitty’s personality based on their coat color. For example, orange male cats are widely assumed to be among the sweetest kitties that you’ll ever meet. But tortoiseshell cats have quite a reputation on the other side of the spectrum!

The unique personality of tortoiseshell cats is known as “tortitude,” and since the assumption of their attitude is so commonly held, cats of this color are likely to be judged instantly by potential owners. In this article, we talk about what “tortitude” is and whether it’s real. We also discuss possible reasons for this belief about tortoiseshell cats and the factors that may be more influential in shaping these felines’ personalities than coat color.

• What Is Tortitude?

Cats as a whole are often considered independent, unpredictable, and less affectionate than dogs, though research disputes this theory. Tortoiseshell cats in particular often seem to display these types of personality traits. Many are high-strung and dislike sharing their homes with other pets. They may be affectionate one minute and hissing the next.

Torties are sometimes called “the divas of the cat world” because they typically like things done their way and have a quick temper when crossed. Veterinary professionals, who interact with countless different cats over their careers, tend to approach dealing with torties a bit more cautiously because of their often unpredictable responses.

Cats with “tortitude” may be more independent, like to keep to themselves, and display a fiery personality when they do interact with people. They are often sassy , energetic, and talkative kitties. Tortie owners often expect to deal with a certain amount of unwanted behavior, like swatting, scratching, and even nipping.

While that may sound unpleasant, tortie cats and their unique personalities have plenty of fans among kitty owners. They love the quirks, tolerate the sass, and soak up the affection when their torties do decide to hand it out.

• Is Tortitude Real?

We all know what they say about assumptions, so before we judge a whole coat color of a cat, let’s find out if there’s any evidence to support the general feelings about torties.

In 2016, researchers at the University of California-Davis vet school published a study about cat coat color and personality. The study was based on the results of a survey of over 1,200 cat owners who weren’t told what the research was for but were asked to answer questions about their cat’s interactions with humans and describe their personalities.

The results of the survey support the idea that torties and similarly-colored calico cats do display challenging and aggressive behaviors more often than many other cat colors. Specifically, the study found that these kitties were more likely to swat, hiss, chase, scratch, or bite during interactions with humans. Gray-and-white and black-and-white cats were also slightly more likely to behave this way.

Obviously, this study was based only on owner observations of a limited pool of cats, so it does come with continued questions. One to ponder is whether the owners’ interpretations of their pets’ behavior were inadvertently influenced by the general reputation of tortoiseshell cats.

No research has yet proven an actual genetic link between tortoiseshell coat color and personality. However, the results of this study, along with observations from those with a lot of experience handling cats, suggest that “tortitude” is probably real to a certain extent.

• What Causes Tortitude?

While we wait for researchers to explore any possible genetic causes of the tortoiseshell cat’s unique personality , there is one possible option to consider.

Female cats are widely considered more independent and less affectionate than male kitties. This assumption tends to be based on observations rather than verifiable facts, but it exists nonetheless, to the point that several studies have confirmed its existence.

Tortoiseshell and calico cats are almost universally female because the gene that produces the coat color is sex linked. Female cats, like female humans, carry a XX chromosome. Coat color is controlled by genes on the X chromosome, one for orange fur and one for black. Male cats possess XY chromosomes, so they only have one X controlling their coat color. Since females have XX chromosomes, they have two possible coat color genes. During genetic development, one gene on each chromosome is inactivated, but the process is random.

Tortoiseshell and calico cats have active color genes in both orange and black. Calicos possess an additional gene change that results in a white color with the black and orange. The occasional male calico or tortoiseshell is actually the result of a genetic mutation rather than normal development.

When you combine the assumption about female cats’ personalities with the fact that torties are almost always female, it’s logical to wonder whether that might contribute to their reputation for “tortitude.”

• What Other Factors Influence a Tortoiseshell Cat’s Personality?

A tortie’s coat color may or may not have a verifiable impact on their personality, but there are other factors involved . These causes apply more generally to all cats, not just tortoiseshells, and have more of a basis in research.

Cats inherit some personality traits from their parents, just as humans do. A 2019 study from Finland found that almost half of the behavioral differences among cats are inherited. Both overall personality and behavior traits showed genetic links among the cats studied.

The study was conducted using primarily purebred cats but did include mixed-breed house cats. Since tortoiseshell is a color pattern , not a breed, many purebred cats can be born this color, including popular ones like the Maine Coon. Your tortie’s personality may be shaped by these purebred cat traits, including inherited ones discovered by this study.

• Socialization

Early socialization is a major factor in the development of a cat’s personality. The American Association of Feline Practitioners says that 3–9 weeks old is the most crucial behavioral window for kitten development. Kittens that interact with humans during this time are unlikely to develop a fear of them in the future, while cats that are poorly socialized at this age may have behavioral issues as adults.

Research has found that kittens that had multiple positive interactions with humans between 2 and 7.5 weeks tended to remain friendlier toward humans later in life. Kittens with good early socialization adapted more quickly to new humans. For these cats, it took only a few positive interactions with a new person for them to trust them.

At the same time, kittens that were poorly socialized during that crucial early window grew up much more fearful and wary of humans. They needed many positive interactions with a human before they trusted them, while only a few negative experiences triggered a fearful response.

If your tortoiseshell cat has an unknown history as a kitten, there’s no way for you to know if they received adequate socialization. A potential lack of socialization definitely could result in some “tortitude” as an adult.

• Human Behavior

Human behavior tends to influence a cat’s attitude as an adult and when they are kittens. Socialization continues throughout the cat’s life, with studies showing connections between how often cats and owners interact and whether these interactions are considered positive. Since so much of the observations of “tortitude” depend on human interpretation of a cat’s behavior, these interactions take on added meaning.

Some of how humans and cats interact is a bit of a vicious cycle. For example, humans may be more likely to view an interaction with a cat as positive when the kitty comes to them and asks for attention. If a cat is standoff-ish—as many tortoiseshell cats are—humans may view them more negatively and interact less often.

But cats that weren’t well socialized as kittens need extra positive associations with people to develop good relationships. If the human is less likely to give attention when the cat doesn’t seek it out, it can be hard to break through that shell.

Torties may have a reputation for “tortitude,” but their personality isn’t entirely based on their coat color. If you’re looking for a new cat, don’t let the reputation of the tortie scare you away. Many owners enjoy the spunky, entertaining personalities of these cats, along with their striking coat colors.

While it’s important to be aware of the potential for “tortitude,” remember that you have some impact on how your cat behaves. Every cat is unique, no matter their coat color, and the best match for your household also depends on your own personality and compatibility with your new pet. Torties won’t be the right fit for everyone, but truthfully, that’s the case for any pet.

• “Study: Tortie Cats ‘tude Is Not Your Imagination”
• “Tortitude: The Tortie Personality”
• “Everything You Should Know About Tortoiseshell Cats”
• “The Genetics of Calico Cats”
• “The Mechanics of Social Interactions Between Cats and Their Owners”
• “Is Your Cat’s Personality Influenced by Coat Color?”
• “Feline Behavior Guidelines”
• “Breed Differences of Heritable Behavior Traits in Cats”

Featured Image Credit: David Boutin, Shutterstock

About the Author

Crystal Uys

Crystal is a passionate cat mom to Ivy. She loves to learn and share her knowledge about all things feline with people around the planet.

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Home Blog Design ChatGPT Prompts for Presentations

ChatGPT Prompts for Presentations

AI came to refresh the presentation industry. We no longer need to spend hours debating the content of presentation slides, as valuable AI tools like ChatGPT are available in the market. 

Whether you work with the free or premium version of ChatGPT or opt for other LLM models like Gemini or Bing Copilot, presenters’ primary skill to master today is prompt creation (also known as prompt engineering). This article will cover a series of helpful prompts to make your slide deck creation process much faster and tailored to your style.

Table of Contents

What is a ChatGPT Prompt?

Benefits of using tailored ai prompts for presentation design, do these prompts work for other ai tools, chatgpt prompts for presentation titles and headings, chatgpt prompts for slide design suggestions, chatgpt prompts for data analysis, chatgpt prompts for case studies, chatgpt prompts for speech design, 10+ chatgpt prompts for presenters, final words.

A ChatGPT prompt is a written instruction set that guides an LLM (language learning model) to deliver an expected result. The prompt’s quality, clarity, and specificity can heavily influence the AI tool’s outcome.

So far, we can identify the following prompt types:

• Informational requests
• Translation
• Advice & recommendations
• Creative writing
• Explanations and/or definitions
• How-to instructions (either in written format or step-by-step)
• Technical and scientific
• Opinion and debates
• Role-playing
• Summarization and paraphrasing
• Problem-solving
• Image creation (due to ChatGPT’s integration with DALL-E)

Data-Driven Insights

AI can incorporate relevant data and analytics, providing insights and statistics that enhance the credibility and depth of the presentation. For example, we can work with a prompt that asks ChatGPT to extract information from a PDF file, summarizing the content, and then use that information to create a presentation’s outline.

Improved Structure and Flow

Tailored AI prompts can help organize content logically, ensuring a smooth and coherent flow from one section to the next. This is ideal in situations where we manage a large bulk of information, and we struggle to give it a hierarchy that constructs a presentation flow.

Time Efficiency

AI can quickly generate content, structure, and design elements, significantly reducing the time needed to create a presentation from scratch. If you use custom prompts adapted to your presentation speech style, you substantially reduce the time required to rephrase outputs.

The short answer is both yes and no. The kind of prompts used in LLM applications like ChatGPT are valid for other platforms such as Bing Copilot or Gemini, but if you think of applying a prompt directly from ChatGPT to Midjourney , then the answer is strictly no. 

You can instead use ChatGPT or your preferred LLM tool and ask for a prompt for your target tool to use, with the conditions you require it to work. 

ChatGPT works by predicting words from recognized patterns it was trained on. This means we can improve the quality of the outputs received if we give ChatGPT enough information about the context rather than simply “Write a title for this presentation.”

The ideal formula for generating presentation titles and headings with ChatGPT should be:

Write [number of options] presentation title ideas for a presentation about [topic]. Include suggested headings for each section of the slide deck considering my presentation covers: [add the topics]

Another option to consider is customizing ChatGPT to provide more accurate answers. To do this, click on your photo and then click on Customize ChatGPT . In the first box, you can give context to ChatGPT so that the answers are tailored to your requirements. You can specify what you do for work, where you are based, which is your target audience, etc. In the second box, you give specific instructions for styling the outputs, like formal or casual language, response length, etc.

The best approach for getting valuable answers in terms of design is to assign a role to ChatGPT. In our experience, you should prompt ChatGPT to act as a graphic designer and then ask your question about slide design. Any constraint or extra information you can bring into the prompt helps narrow down the options offered, so let’s see an example.

Act as a graphic designer and give me guidance for slide design. I need to create a slide deck for [topic], and my intention is to [emotion you want to evoke from the audience] the audience. Suggest which font pairing, color palette, elements to highlight, and ideas for a call-to-action, considering that my branding identity is made of [add colors, words, or anything that can describe your branding]

You can also customize this prompt by creating something like:

Act as a graphic designer and give me guidance for slide design. I need to create a slide deck for [topic], and my intention is to [emotion you want to evoke from the audience] the audience. Suggest which font pairing, color palette, elements to highlight, and ideas for a call-to-action considering the logo I attached. – This angle is valid when we use the copy/paste function for images in ChatGPT.

We can even ask ChatGPT to generate a preliminary design with DALL-E:

Create four image variations for the call-to-action slide using DALL-E.

Remember, the images will serve only as guidance for aesthetics, not as usable slides.

We can interpret data with ChatGPT and create graphs, charts, or compelling summaries from lengthy reports. This is ideal for data presentations as long as we check that the information retrieved from ChatGPT is correct. 

For instance, we can ask:

Analyze the information in this PDF document and give me the exact data to plot a [graph/chart model name].

Give me which data model should I use to plot this information [insert data] considering [add factors].

In some cases, presenters have to work with theoretical case studies to explain actionable scenarios from their ideas. Rather than wasting time, we can ask ChatGPT to help us build the story by using this prompt:

Write a [word count] case study for a [topic]. You have to consider the following elements [add conditions] as key factors for the narrative and outcome. Use a storytelling approach to make the writing more engaging for the audience.

If we need to create slides with detailed data for the case study, we can ask ChatGPT to solve the issue for us by attaching a JPG image to the prompt:

Give me the exact data to fill this [add PPT slide name], considering that my case study contains the following parameters [add data generated in previous output].

We can get help from ChatGPT to craft a speech that follows our presentation structure . You can do this by attaching a PDF version of your slide deck and ask for the following:

Analyze this PDF document and craft an engaging speech for a presentation based on [add topic] . 

Presenters can sum up additional conditions to make the prompt a better fit for their scenario.

Finally, we want to list useful prompts to reuse at any stage of presentation deck design. Context is everything for ChatGPT, so some of them may work better if you keep interacting in the same chat.

• Extract [number] key takeaways from a presentation about [topic].
• Summarize the information contained in this PDF document in [word count] words. Use bullet points for the key elements.
• Provide a list of presentation hooks for opening a presentation about [topic].
• Translate this text to [language].
• Rephrase this text: “[insert text]” in [writing style].
• How can I tailor my presentation on [topic] for an audience that’s interested in [interest points]?
• Recommend visuals to emphasize [point to emphasize] in a slide.
• Generate a list of [number] keywords to use for [topic] based on this main keyword [keyword].
• Give me a list of [number] common questions & answers on [topic].
• How can I simplify the concept of [concept] for an audience with the following characteristics [add variables].
• Create a visual metaphor to explain [topic] in [word count] words.
• Give me a list of [number] facts that support the idea of [insert idea].
• Generate a list of trivia questions for a presentation based on [topic].

ChatGPT can be a valuable tool for presenters as long as we remember to check the information retrieved from it before considering it fact. Think of this AI tool as a visual assistant to speed up your presentation design process or to create more direct instructions for requesting graphics for your slides.

If you’re looking for a faster, AI-powered process to generate slide decks, stay tuned to the release of our SlideModel AI – a tailored solution created by experienced presentation designers.

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Presentation Approaches, Presentation Ideas Filed under Design

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