PTENES
MODULE 3.2

πŸ–ΌοΈ Presentations, documents & how to present

The 15 texts are the raw material. But the package also delivers meeting-ready materials: two presentations, two Word documents, and five diagrams. Here you’ll get to know each oneβ€”and learn how to present them to leadership.

6
Topics
30
Minutes
2+2
PPTX + DOCX
🎀
Practical
πŸ“„ 15 documents the raw material πŸ“Š 2 presentations πŸ“ 2 Word documents πŸ—‚οΈ 5 PNG diagrams 🎀 Board meeting summary β†’ diagnosis β†’ roadmap β†’ ROI From files to decisions: the text becomes ready-to-use materials, and those materials tell the story to decision-makers.

Illustrative diagram β€” the path from content to the meeting room.

Detailed content

1

πŸ“Š Executive Summary Deck

The file executive_summary_deck.pptx is the presentation short and powerful: 10 to 15 slides, designed for the board. Just the essentials, without technical details.

πŸ–₯️ What a slide might look like

illustrative
SLIDE 3 / 12 β€” EXECUTIVE SUMMARY
Where AI delivers the most value
Support
βˆ’40% response time
Sales
+15% conversion
Operations
payback in 6 months

Fictional layout exampleβ€”the actual numbers come from your company’s analysis.

πŸ‘€ When to use it

When you have 15 minutes to convince decision-makers. Short, direct, and focused on value and numbers β€” the right material to open the meeting.

2

πŸ“ˆ Full Findings Presentation

The file full_findings_presentation.pptx is the full version: 40 to 50 slides with all findings and recommendations in detail. It’s a deeper look at the summary.

πŸ—‚οΈ How the 40-50 slides are organized

πŸ” Diagnostics
tech, pain points, maturity
πŸ—ΊοΈ Plan
roadmap and quick wins
πŸ’° Finance
ROI and vendors
πŸ›‘οΈ Governance
policy and data

The slides follow the same logic as the 15 documents β€” just in presentation format.

βœ“ Use the full version when

  • βœ“The technical team asks for details
  • βœ“It’s a workshop or a long meeting
  • βœ“You need to defend each recommendation

βœ— Avoid when

  • βœ—Time is short (use the summary)
  • βœ—The audience is just the board
  • βœ—You haven't reviewed the 50 slides yet

πŸ’‘ Tip β€” two audiences, two decks

Think of the summary as the "trailer" and the full version as the "movie." Take the summary to leadership and leave the full version available for anyone who wants to dig deeper later.

3

πŸ“„ Final Strategy Report

The file final_strategy_report.docx Γ© o complete written report in Word: all documents compiled into a single text, ready to read from beginning to end.

πŸ’‘ Why there’s a Word report

Slides are great for presenting, but poor for archiving and providing detail. The Word report is the "official" document: easy to edit, print, attach to an email, or keep as a record of the strategy.

πŸ“š Complete
everything in a single file
✏️ Editable
adjustment in Word
πŸ—„οΈ Official
good for archiving
4

πŸ“ Statement of Work

The file statement_of_work.docx is a implementation proposal (SOW): describes what will be done, with a timeline, required resources, and estimated costs.

πŸ“‹

Scope

Exactly what will be delivered β€” to align expectations from the start.

πŸ“†

Timeline

The implementation phases and deadlines, in a clear sequence.

πŸ’΅

Resources & costs

Who and what will be needed, with the estimated investment.

πŸ‘€ Who uses it

Consultants use the SOW as the basis for a business proposal; internal teams use it as a project plan. It's the bridge between β€œwe've decided to do this” and β€œlet's execute.”

5

πŸ—‚οΈ The 5 architecture diagrams

Five PNG images ready to paste into slides. They stay in the folder mermaid_images/ and can be dragged directly into the presentation.

πŸ›οΈ current_state

What the company looks like today β€” the current architecture.

πŸš€ future_state

What it looks like afterward β€” the future architecture with AI.

πŸ”€ data_flow

Where the data goes β€” the information flow.

πŸ“… roadmap

The plan timeline, in visual format.

πŸ”Œ integration

How the systems connect β€” the integration diagram between the tools.

πŸ“ Where everything is saved

output/empresa/
β”œβ”€β”€ presentations/
β”‚   β”œβ”€β”€ executive_summary_deck.pptx
β”‚   └── full_findings_presentation.pptx
β”œβ”€β”€ documents/
β”‚   β”œβ”€β”€ final_strategy_report.docx
β”‚   └── statement_of_work.docx
└── mermaid_images/
    β”œβ”€β”€ current_state.png   future_state.png
    β”œβ”€β”€ data_flow.png       roadmap.png
    └── integration.png

Everything organized by file type in the company’s folder β€” easy to find and drag into slides.

πŸ’‘ Tip β€” a diagram is worth a thousand words

In a meeting, showing "today" and "the future" side by side is more convincing than any text. Paste the current_state e o future_state on neighboring slides.

6

🎀 How to present

Having the files isn’t enough β€” the order makes a difference. A good storyline tells a story: where we are, where we’re going, what it yields, and where to start.

🎯 Which piece for which audience

AudienceTake thisWhy
Leadership / boardexecutive_summary_deckLimited time, focused on value
Technical teamfull_findings_presentationAnyone who wants all the details
Who files / readsfinal_strategy_reportOfficial text document
Client / projectstatement_of_workProposal with timeline and cost

πŸ—£οΈ Meeting agenda

1. Start with the executive summary β€” capture attention in 2 minutes

2. Show the diagnosis β€” align everyone on the current situation

3. Present the roadmap and ROI β€” the path and the return

4. Wrap up with the quick wins β€” what you can do now

βœ“ Before presenting

  • βœ“Customize with real company data
  • βœ“Review all the numbers
  • βœ“Adjust the tone for your audience

βœ— Don’t do this

  • βœ—Present the AI draft without reviewing it
  • βœ—Dump all 50 slides on leadership
  • βœ—Treating the numbers as final

🎯 In short

The materials are ready to use; your job is to choose the right one for each audience, personalize it, and tell the story in order. Do that, and the meeting practically runs itself.

πŸ–ΌοΈ Module Summary

βœ“
Executive Summary Deck β€” 10-15 slides, big-picture view, for the board.
βœ“
Full Findings Presentation β€” 40-50 slides, detailed findings and recommendations.
βœ“
Final Strategy Report β€” complete Word report, all documents compiled.
βœ“
Statement of Work β€” proposal with scope, timeline, resources, and costs.
βœ“
5 PNG diagrams β€” current, future, data_flow, roadmap, integration.
βœ“
How to present β€” summary β†’ diagnosis β†’ roadmap + ROI β†’ quick wins.

Next Module:

3.3 β€” Problems & best practices β€” fix the most common errors and learn the habits that ensure great results, with cost and ethics in mind.