other words for case presentation

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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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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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Home Blog Business How to Present a Case Study: Examples and Best Practices

How to Present a Case Study: Examples and Best Practices

Marketers, consultants, salespeople, and all other types of business managers often use case study analysis to highlight a success story, showing how an exciting problem can be or was addressed. But how do you create a compelling case study and then turn it into a memorable presentation? Get a lowdown from this post! 

Table of Content s

• Why Case Studies are a Popular Marketing Technique 

Popular Case Study Format Types

How to write a case study: a 4-step framework, how to do a case study presentation: 3 proven tips, how long should a case study be, final tip: use compelling presentation visuals, business case study examples, what is a case study .

Let’s start with this great case study definition by the University of South Caroline:

In the social sciences, the term case study refers to both a method of analysis and a specific research design for examining a problem, both of which can generalize findings across populations.

In simpler terms — a case study is investigative research into a problem aimed at presenting or highlighting solution(s) to the analyzed issues.

A standard business case study provides insights into:

• General business/market conditions 
• The main problem faced 
• Methods applied 
• The outcomes gained using a specific tool or approach

Case studies (also called case reports) are also used in clinical settings to analyze patient outcomes outside of the business realm. 

But this is a topic for another time. In this post, we’ll focus on teaching you how to write and present a business case, plus share several case study PowerPoint templates and design tips! 

Why Case Studies are a Popular Marketing Technique 

Besides presenting a solution to an internal issue, case studies are often used as a content marketing technique . According to a 2020 Content Marketing Institute report, 69% of B2B marketers use case studies as part of their marketing mix.

A case study informs the reader about a possible solution and soft-sells the results, which can be achieved with your help (e.g., by using your software or by partnering with your specialist). 

For the above purpose, case studies work like a charm. Per the same report: 

• For 9% of marketers, case studies are also the best method for nurturing leads. 
• 23% admit that case studies are beneficial for improving conversions. 

Moreover, case studies also help improve your brand’s credibility, especially in the current fake news landscape and dubious claims made without proper credit. 

Ultimately, case studies naturally help build up more compelling, relatable stories and showcase your product benefits through the prism of extra social proof, courtesy of the case study subject. 

Most case studies come either as a slide deck or as a downloadable PDF document. 

Typically, you have several options to distribute your case study for maximum reach:

• Case study presentations — in-person, virtual, or pre-recorded, there are many times when a case study presentation comes in handy. For example, during client workshops, sales pitches, networking events, conferences, trade shows, etc. 
• Dedicated website page — highlighting case study examples on your website is a great way to convert middle-on-the-funnel prospects. Google’s Think With Google case study section is a great example of a web case study design done right.

• Blog case studies — data-driven storytelling is a staunch way to stand apart from your competition by providing unique insights, no other brand can tell. 
• Video case studies — video is a great medium for showcasing more complex business cases and celebrating customer success stories.

Once you decide on your case study format, the next step is collecting data and then translating it into a storyline. There are different case study methods and research approaches you can use to procure data. 

But let’s say you already have all your facts straight and need to organize them in a clean copy for your presentation deck. Here’s how you should do it. 

1. Identify the Problem 

Every compelling case study research starts with a problem statement definition. While in business settings, there’s no need to explain your methodology in-depth; you should still open your presentation with a quick problem recap slide.

Be sure to mention: 

• What’s the purpose of the case study? What will the audience learn? 
• Set the scene. Explain the before, aka the problems someone was facing. 
• Advertise the main issues and findings without highlighting specific details.

The above information should nicely fit in several paragraphs or 2-3 case study template slides

2. Explain the Solution 

The bulk of your case study copy and presentation slides should focus on the provided solution(s). This is the time to speak at length about how the subject went from before to the glorious after. 

Here are some writing prompts to help you articulate this better:

• State the subject’s main objective and goals. What outcomes were they after?
• Explain the main solution(s) provided. What was done? Why this, but not that? 
• Mention if they tried any alternatives. Why did those work? Why were you better?

This part may take the longest to write. Don’t rush it and reiterate several times. Sprinkle in some powerful words and catchphrases to make your copy more compelling.

3. Collect Testimonials 

Persuasive case studies feature the voice of customer (VoC) data — first-party testimonials and assessments of how well the solution works. These provide extra social proof and credibility to all the claims you are making. 

So plan and schedule interviews with your subjects to collect their input and testimonials. Also, design your case study interview questions in a way that lets you obtain quantifiable results.

4. Package The Information in a Slide Deck

Once you have a rough first draft, try different business case templates and designs to see how these help structure all the available information. 

As a rule of thumb, try to keep one big idea per slide. If you are talking about a solution, first present the general bullet points. Then give each solution a separate slide where you’ll provide more context and perhaps share some quantifiable results.

For example, if you look at case study presentation examples from AWS like this one about Stripe , you’ll notice that the slide deck has few texts and really focuses on the big picture, while the speaker provides extra context.

Need some extra case study presentation design help? Download our Business Case Study PowerPoint template with 100% editable slides. 

Your spoken presentation (and public speaking skills ) are equally if not more important than the case study copy and slide deck. To make a strong business case, follow these quick techniques. 

Focus on Telling a Great Story

A case study is a story of overcoming a challenge, and achieving something grand. Your delivery should reflect that. Step away from the standard “features => benefits” sales formula. Instead, make your customer the hero of the study. Describe the road they went through and how you’ve helped them succeed. 

The premises of your story can be as simple as:

• Help with overcoming a hurdle
• Gaining major impact
• Reaching a new milestone
• Solving a persisting issue no one else code 

Based on the above, create a clear story arc. Show where your hero started. Then explain what type of journey they went through. Inject some emotions into the mix to make your narrative more relatable and memorable. 

Experiment with Copywriting Formulas 

Copywriting is the art and science of organizing words into compelling and persuasive combinations that help readers retain the right ideas. 

To ensure that the audience retains the right takeaways from your case study presentation, you can try using some of the classic copywriting formulas to structure your delivery. These include:

• AIDCA — short for A ttention, I nterest, D esire, C onviction, and A ction. First, grab the audience’s attention by addressing the major problem. Next, pique their interest with some teaser facts. Spark their desire by showing that you know the right way out. Then, show a conviction that you know how to solve the issue—finally, prompt follow-up action such as contacting you to learn more. 
• PADS — is short for Problem, Agitation, Discredit, or Solution. This is more of a sales approach to case study narration. Again, you start with a problem, agitate about its importance, discredit why other solutions won’t cut it, and then present your option. 
• 4Ps — short for P roblem, P romise, P roof, P roposal. This is a middle-ground option that prioritizes storytelling over hard pitches. Set the scene first with a problem. Then make a promise of how you can solve it. Show proof in the form of numbers, testimonials, and different scenarios. Round it up with a proposal for getting the same outcomes. 

Take an Emotion-Inducing Perspective

The key to building a strong rapport with an audience is showing that you are one of them and fully understand what they are going through. 

One of the ways to build this connection is by speaking from an emotion-inducing perspective. This is best illustrated with an example: 

• A business owner went to the bank
• A business owner came into a bank branch 

In the second case, the wording prompts listeners to paint a mental picture from the perspective of the bank employees — a role you’d like them to relate to. By placing your audience in the right visual perspective, you can make them more receptive to your pitches. 

One common question that arises when creating a case study is determining its length. The length of a case study can vary depending on the complexity of the problem and the level of detail you want to provide. Here are some general guidelines to help you decide how long your case study should be:

• Concise and Informative: A good case study should be concise and to the point. Avoid unnecessary fluff and filler content. Focus on providing valuable information and insights.
• Tailor to Your Audience: Consider your target audience when deciding the length. If you’re presenting to a technical audience, you might include more in-depth technical details. For a non-technical audience, keep it more high-level and accessible.
• Cover Key Points: Ensure that your case study covers the key points effectively. These include the problem statement, the solution, and the outcomes. Provide enough information for the reader to understand the context and the significance of your case.
• Visuals: Visual elements such as charts, graphs, images, and diagrams can help convey information more effectively. Use visuals to supplement your written content and make complex information easier to understand.
• Engagement: Keep your audience engaged. A case study that is too long may lose the reader’s interest. Make sure the content is engaging and holds the reader’s attention throughout.
• Consider the Format: Depending on the format you choose (e.g., written document, presentation, video), the ideal length may vary. For written case studies, aim for a length that can be easily read in one sitting.

In general, a written case study for business purposes often falls in the range of 1,000 to 2,000 words. However, this is not a strict rule, and the length can be shorter or longer based on the factors mentioned above.

Our brain is wired to process images much faster than text. So when you are presenting a case study, always look for an opportunity to tie in some illustrations such as: 

• A product demo/preview
• Processes chart 
• Call-out quotes or numbers
• Custom illustrations or graphics 
• Customer or team headshots 

Use icons to minimize the volume of text. Also, opt for readable fonts that can look good in a smaller size too.

To better understand how to create an effective business case study, let’s explore some examples of successful case studies:

Apple Inc.: Apple’s case study on the launch of the iPhone is a classic example. It covers the problem of a changing mobile phone market, the innovative solution (the iPhone), and the outstanding outcomes, such as market dominance and increased revenue.

Tesla, Inc.: Tesla’s case study on electric vehicles and sustainable transportation is another compelling example. It addresses the problem of environmental concerns and the need for sustainable transportation solutions. The case study highlights Tesla’s electric cars as the solution and showcases the positive impact on reducing carbon emissions.

Amazon.com: Amazon’s case study on customer-centricity is a great illustration of how the company transformed the e-commerce industry. It discusses the problem of customer dissatisfaction with traditional retail, Amazon’s customer-focused approach as the solution, and the remarkable outcomes in terms of customer loyalty and market growth.

Coca-Cola: Coca-Cola’s case study on brand evolution is a valuable example. It outlines the challenge of adapting to changing consumer preferences and demographics. The case study demonstrates how Coca-Cola continually reinvented its brand to stay relevant and succeed in the global market.

Airbnb: Airbnb’s case study on the sharing economy is an intriguing example. It addresses the problem of travelers seeking unique and affordable accommodations. The case study presents Airbnb’s platform as the solution and highlights its impact on the hospitality industry and the sharing economy.

These examples showcase the diversity of case studies in the business world and how they effectively communicate problems, solutions, and outcomes. When creating your own business case study, use these examples as inspiration and tailor your approach to your specific industry and target audience.

Finally, practice your case study presentation several times — solo and together with your team — to collect feedback and make last-minute refinements! 

1. Business Case Study PowerPoint Template

To efficiently create a Business Case Study it’s important to ask all the right questions and document everything necessary, therefore this PowerPoint Template will provide all the sections you need.

Use This Template

2. Medical Case Study PowerPoint Template

3. Medical Infographics PowerPoint Templates

4. Success Story PowerPoint Template

5. Detective Research PowerPoint Template

6. Animated Clinical Study PowerPoint Templates

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Home > Blog > Clinical Words to Use in Progress Notes

Clinical Words to Use in Progress Notes

Salwa Zeineddine

Hate writing progress notes? Join thousands of happy therapists using Mentalyc AI.

Effective documentation is a cornerstone of quality patient care. Progress notes serve as a vital tool for clinicians to communicate and collaborate with colleagues, ensuring continuity and providing a comprehensive understanding of a patient's journey.

While progress notes are essential for legal and reimbursement purposes , they also play a crucial role in tracking treatment outcomes and facilitating evidence-based decision-making. To maximize the impact of your care, employing precise and clinically meaningful language is essential.

Using clinical words that accurately capture a patient's symptoms, emotions, and behaviors not only improves communication but also contributes to a more nuanced understanding of their condition.

Precise terminology allows for better collaboration among healthcare professionals, reducing the risk of miscommunication and ensuring appropriate treatment interventions.

As such, this blog post will explore a variety of clinical words to use in your progress notes while providing valuable insights on how to enhance your documentation skills.

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Feeling Stuck? We Got You Covered…

I will be honest, I must admit that I consistently encounter challenges when it comes to crafting my progress notes. I mean, you’ve been there. You know WHAT to write but HOW to write it?

Drawing upon my diverse background of working across various agencies, I humbly acknowledge that I do not possess absolute mastery. However, through diligent effort, I have managed to enhance my proficiency in composing comprehensive notes.

Each one of you probably has a distinct approach to documenting patients’ records, yet I have come to appreciate the following methods as my personal favorites. Hope this can be of help.

Counselor’s Thesaurus

The Counselor's Thesaurus represents a comprehensive compendium of lexicon and eloquent alternatives, meticulously curated to facilitate the discerning clinician in unearthing the precise verbiage, that is in “finding the right words”.

Clinical Words to Describe Affect (Mood or Disposition):

These are words that describe the patient’s underlying experience of emotion or mood, such as: PLACID, PEACEFUL, RESTFUL, TRANQUIL, PREOCCUPIED, ABSORBED, ENGROSSED, LOST IN THOUGHT, PERSONABLE, FRIENDLY, PLEASANT, AFFABLE, AGREEABLE, AMIABLE, PASSIVE, INACTIVE, INERT, UNRESISTANT, ENTHUSIASTIC, ENTHUSED, ARDENT, ZEALOUS, TEARFUL, WEEPY, TEARY, DEPRESSED, DEJECTED, DISPIRITED, DISHEARTENED, CONTROLLED, DETERMINED, REGIMENTED, DISCIPLINED, FLAT, SHALLOW, DULL, SPIRITLESS, BLUNTED, CURT, ABRUPT, BRUSQUE, DETACHED, INDIFFERENT, IMPERSONAL, EUPHORIC, BOUYANT, ELATED, JOYFUL, JOVIAL, MARRY, LIGHTHEARTED, CAREFREE, CHEERFUL, HEARTY, OPTIMISTIC, SMILING, PLACID, QUIET, SOBER, SEDATE, SERIOUS, HOPELESS, DESPERATE…

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Clinical words to describe behavior:.

RECKLESS, IRRESPONSIBLE, RASH, IMPRUDENT, IMPETUOUS, IMPULSIVE, EXCITABLE, ROUSING, HASTY, HURRIED, ABRUPT, UNEXPECTANT, RESTLESS, UNEASY, SPONTANEOUS, SELF-POSSESSED, OVER-CAUTIOUS, SLUGGISH, LETHARGIC, ORGANIZED…

Clinical Words to Describe Cognition (Thought Process):

These refer to both conscious and unconscious processes used to accumulate knowledge such as perceiving, recognizing, conceiving, and reasoning. Examples of words that can be included in your notes: JUDGEMENT, PROBLEM-SOLVING, DECISION MAKING, GOAL SETTING, COMPREHENSION, MEMORY…

Clinical Words to Describe Orientation:

Orientation refers to one’s awareness of the self, the time, the place, and the person one is talking to. Some clinical words that can be used to describe orientation are: FORGETFUL, CONFUSED, DISORIENTED, ORIENTED, DISTRACTIBLE, DETACHED, DISTANT…

Clinical Words to Describe Speech:

Speech can be characterized by an array of descriptors encompassing its multifaceted nature:

• Quantity of speech: This facet delves into the manner in which an individual engages in communication, encompassing traits such as being talkative, spontaneously expressive, expansively communicative, or experiencing paucity or poverty of speech, where minimal expression is observed.
• Rate of speech: This aspect pertains to the tempo at which speech is delivered, encompassing variations that range from rapid and hurried to leisurely and deliberate, or adhering to a normative cadence or experiencing a sense of pressure during speech.
• Volume (tone) of speech: This dimension relates to the auditory qualities of speech, encompassing a spectrum of attributes such as loudness, softness, monotonousness, weakness, or strength in vocal delivery.
• Fluency and rhythm of speech: This facet delves into the smoothness and rhythmic patterns present in speech, encompassing characteristics such as slurred speech, clarity, the presence of appropriately placed inflections, hesitancy, well-articulated delivery, or instances of aphasia.

More on Terminology… Applied to The SOAP Template

To enhance the precision and clarity of your progress notes , it is crucial to employ a variety of clinical words that capture the nuances of a patient's mental health condition. By incorporating effective clinical words, you can provide a comprehensive description of the patient's symptoms, emotions, cognitive functioning, etc. in each of the four sections of the most commonly used SOAP note template. Let's explore some examples of how this be achieved.

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Examples of clinical words to use in the subjective section:, a. symptom description:.

Agitation : Agitation refers to a state of restlessness, increased motor activity, and difficulty sitting still. It is often associated with conditions such as anxiety , mania, or substance withdrawal. Documenting such symptoms helps convey the patient's level of psychological distress and can inform treatment decisions, such as the need for medications to address underlying anxiety or manic symptoms.

Anhedonia : Anhedonia describes the inability to experience pleasure or a diminished interest in activities that were previously enjoyable. It is commonly observed in depression or certain psychotic disorders. By noting such conditions in progress notes using the proper terminology, clinicians can track the patient's response to treatment interventions and gauge the effectiveness of therapeutic strategies aimed at improving pleasure and engagement in daily activities.

Suicidal Ideation : Suicidal ideation involves thoughts or plans related to self-harm or suicide. Documenting suicidal ideation in progress notes and related signs and symptoms is of utmost importance, as it indicates a need for immediate attention and appropriate intervention to ensure patient safety. This information is vital for collaborative care and can guide treatment decisions, such as hospitalization or adjustments to medication regimens.

b. Emotion and Affect:

Euphoria : Euphoria signifies an exaggerated and elevated mood, often associated with manic episodes in bipolar disorder or substance-induced euphoria. Describing euphoria in progress notes provides insights into the patient's emotional state and can help assess the severity of manic symptoms. It aids in treatment planning, such as considering mood stabilizers or addressing substance misuse.

Dysphoria : Dysphoria represents a profound and persistent state of sadness, dissatisfaction, or unease. It is frequently observed in depression, anxiety disorders, or personality disorders. Properly referring to dysphoria in progress notes helps clinicians assess the severity and chronicity of negative emotions, guide treatment decisions, and monitor the effectiveness of interventions aimed at improving mood and emotional well-being.

Flat Affect : Flat affect denotes a reduced range or absence of emotional expression. It is commonly seen in schizophrenia or other psychotic disorders. Properly documenting flat affect in progress notes provides valuable information about the patient's emotional presentation, facilitating accurate diagnostic impressions and guiding treatment strategies , such as antipsychotic medications or psychosocial interventions.

c. Cognitive Functioning:

Disorganized Thinking : Disorganized thinking refers to difficulties in logical reasoning, coherence, or organization of thoughts. It is often observed in conditions such as schizophrenia or bipolar disorder with psychotic features. A proper description of disorganized thinking in progress notes helps clinicians assess the patient's cognitive impairment, guide diagnostic evaluations, and tailor treatment interventions that target cognitive deficits.

Impaired Insight : Impaired insight indicates a lack of awareness or understanding of one's own mental health condition. It can impede treatment adherence or decision-making abilities. Properly documenting impaired insight in progress notes helps track the patient's level of awareness regarding their illness and informs treatment strategies aimed at promoting insight and treatment engagement.

Poor Concentration: Poor concentration describes difficulties in focusing, sustaining attention, or completing tasks. It is seen in conditions such as attention deficit/hyperactivity disorder (ADHD) or depression. Appropriately noting poor concentration in progress notes helps clinicians assess the impact of cognitive symptoms on daily functioning and guides treatment decisions, such as prescribing stimulant medications or implementing cognitive-behavioral strategies to improve attention and concentration.

To note is that those are only a few examples rather than an extensive list of clinical words that can be used in your notes.

Examples of Clinical Words to Use in the Objective Section:

Vital signs:.

• Tachycardia : Rapid heart rate, often indicative of physiological stress or certain medical conditions.
• Hypotension : Low blood pressure, suggesting reduced perfusion and potential cardiovascular instability.
• Hyperthermia : Elevated body temperature, commonly associated with infection or systemic inflammation.

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Physical assessment:.

• Pallor : Abnormally pale skin tone, suggesting reduced blood flow.
• Edema : Excessive accumulation of fluid in tissues, typically presenting as swelling.
• Crepitus : Audible or palpable crackling sounds or sensations, indicating the presence of gas or air in soft tissues.

Neurological Findings:

a. Level of Consciousness :

• Alert and Oriented : Fully awake, aware, and able to respond appropriately to stimuli.
• Obtunded : Reduced alertness and responsiveness, often associated with central nervous system depression.
• Comatose : Profoundly decreased level of consciousness, with no meaningful response to stimuli.

b. Reflexes:

• Hyperreflexia : Exaggerated reflex responses, potentially indicating an upper motor neuron lesion.
• Hyporeflexia : Diminished reflex responses, suggestive of a lower motor neuron dysfunction.
• Clonus : Repetitive, rhythmic contractions and relaxations of a muscle, typically seen in certain neurological conditions.

c. Behavior and Speech:

• Psychomotor Agitation : Restlessness and excessive movement, often accompanied by rapid speech, seen in conditions such as anxiety or mania.
• Psychomotor Retardation : Slowed movement and reduced responsiveness, commonly observed in depression or certain neurological disorders.
• Pressured Speech : Rapid and non-stop speech, often difficult to interrupt, characteristic of manic or hypomanic episodes.

Diagnostic Findings (Laboratory Results):

• Leukocytosis : Elevated white blood cell count, indicating an inflammatory or infectious process.
• Hyponatremia : Low sodium levels in the blood, potentially pointing to fluid imbalances or certain medical conditions.
• Hyperglycemia : High blood sugar levels, frequently associated with diabetes or stress-related conditions.

Examples of Clinical Words to Use in the Assessment and Plan Sections:

• acknowledged the client’s need for improvement in…
• allowed the client to openly express…
• asked the client to be mindful of…
• clarified the expectations for…
• collaborated on/with…
• discussed the client’s current behavior, coping skills, triggers, and treatment plan.
• encouraged the client to express/use mindfulness/make alternative behavioral choices about…
• Educate: Provide information about the patient's diagnosis, treatment options, and self-care strategies.
• Teach: Offering guidance and skills training to enhance coping mechanisms or symptom management.
• Inform: Communicating relevant knowledge about the patient's condition, prognosis, or potential treatment outcomes.
• Cognitive Restructuring: Employing cognitive-behavioral techniques to identify and modify negative or distorted thought patterns.
• Interpersonal Therapy: Focusing on improving interpersonal relationships and resolving conflicts to alleviate symptoms.
• Mindfulness-Based Interventions: Incorporating mindfulness practices to enhance self-awareness and reduce emotional distress.
• Validated: Affirming and acknowledging the patient's experiences, emotions, and struggles.
• Empathized with: Demonstrating understanding and compassion towards the patient's challenges and concerns.
• Actively Listened: Providing undivided attention and receptiveness to the patient's thoughts, feelings, and concerns.
• Consult: Seeking advice or expertise from a specialist in a particular field related to the patient's condition.
• Refer: Directing the patient to another healthcare professional or specialty service for further evaluation or treatment.

Final Thoughts:

We, at Mentalyc , strive for excellence. So, here’s a piece of advice if your goals align with ours. Your progress notes should strike a balance between objective observations and subjective experiences. While objectivity provides measurable and observable information, subjectivity acknowledges the patient's individual experience and perspective. Combining both elements enhances the comprehensiveness of progress notes.

Consider the following strategies while crafting notes:

Objective Language:

• Use standardized rating scales or measurement tools to quantify symptom severity, such as the Hamilton Rating Scale for Depression or the Brief Psychiatric Rating Scale.
• Document observable behaviors, such as changes in sleep patterns, appetite, psychomotor activity, or social interaction.
• Incorporate relevant laboratory findings, imaging results, or diagnostic assessments to support clinical assessments and treatment decisions.

Subjective Language:

• Quote the patient's own words or descriptions of their experiences, providing insights into their subjective perspective.
• Use empathetic and validating language to acknowledge and reflect on the patient's emotional struggles.
• Employ descriptive language or metaphors to capture the patient's subjective experiences, facilitating a deeper understanding of their inner world.

Avoid Jargon and Stigma:

While clinical language is essential in psychiatric progress notes , it is crucial to strike a balance and avoid excessive jargon or stigmatizing terminology. Ensure that the language used is accessible and understandable to all healthcare professionals involved in the patient's care. Avoid stigmatizing or judgmental terms that may perpetuate stereotypes or hinder effective communication. Choose language that promotes empathy, respect, and dignity for the patient.

Ask for Help:

Mentalyc offers a sophisticated solution that empowers you to meticulously shape your progress notes by leveraging our extensive range of templates and assessment tools. Renowned as a frontrunner in the field of electronic health records (EHR) for behavioral health specialties, Mentalyc m delivers an intuitive and resilient charting platform designed to fulfill all your requirements while alleviating the weight of documentation. By embracing our innovative system, you can redirect your attention toward what truly holds significance. Embark on this transformative journey by scheduling a demo today or initiating a free trial to witness firsthand how our cutting-edge solutions can enrich your professional practice.

References:

• American Psychological Association. (2010) . Documentation in psychotherapy. American Psychologist, 65(7), 663–673.
• Ward, K. D. (2006) . Documentation: Charting and legal considerations for mental health professionals. Journal of Psychosocial Nursing and Mental Health Services, 44(11), 16–19.
• Green, B. E., & Tuerk, P. (2014) . A clinician's guide to clinical words. Journal of Mental Health Counseling, 36(3), 240-249.
• Sarmiento, I., Connell, M., & Kesten, K. (2016) . Enhancing the quality of mental health progress notes: A systematic review of the literature. Journal of Psychiatric and Mental Health Nursing, 23(1), 68-80.
• Gibson, K. J., & Rhynas, S. J. (2015) . The use of language in psychiatric nursing practice. Journal of Psychiatric and Mental Health Nursing, 22(2), 99-108.

About the author

Salwa Zeineddine is an expert in the mental health and medical field. She has extensive experience in the medical field, having worked as a medical researcher at the American University of Beirut. She is highly knowledgeable about therapist needs and insurance requirements. Salwa is passionate about helping people understand and manage their mental health, and she is committed to providing the best possible care for her patients. She is an advocate for mental health awareness and works to ensure that everyone has access to the resources they need.

Learn More About Salwa

All examples of mental health documentation are fictional and for informational purposes only.

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5 Video Presentation Techniques for Maximum Impact

Senior Marketing Manager at Loom

Traditional slideshows can be a snooze-fest. You know, the kind where the people read aloud the text on the slides verbatim while you're also reading the same text yourself.

The flood of information and monotonous narration don’t help their case either. 

How will you transform your lackluster, one-way presentations into captivating experiences that leave a stronger impact on your audience?

The answer is simpler than you think: video presentations .

Ready to ditch the dull and embrace the dynamic? Learn five techniques to create video presentations that enthrall your audience and learn how to record them. 

The power of video presentations 

Video presentations aren’t just a fancy way to show off your tech skills. They’re a powerful way to interact with your audience and leave a lasting impression. 

Think about all the times you zoned out during a PowerPoint presentation with endless paragraphs and bullet points. Video presentations serve as an antidote. 

So, what really sets video presentations apart? 

They grab attention like nothing else. Research shows that presentations with video get 32% more engagement . People are likelier to watch and interact with a video than stare at a static slide.

It’s not just about getting more people to watch your presentations. Videos also boost understanding and retention. 

As they say, “A picture is worth a thousand words.” It turns out that a video is worth even more. 

The same study revealed that presentations with videos embedded had a 37% longer average reading time. The data shows that video presentations keep people around longer to absorb your message. 

How to record a video presentation with audio and video 

Video presentations are staples in business and education. 

Whether used as video messaging for internal communications , client-facing pitches, tutorials, intros to your webinars, or for onboarding new employees, presentations offer a dynamic way of presenting information. 

Luckily, screen recording tools like Loom are now making this process easier than ever before. 

You don't need to buy fancy mics or wrestle with clunky presentation slides. You just have to hit record, make some simple edits, and share your video presentation with as many people as you want with a single click. Anyone can create a good video presentation with a bit of practice. Plus, Loom’s video editing tools make it easy to trim and polish your presentation. 

Here’s a quick step-by-step overview of how to record a video presentation with audio and video using Loom: 

Step 1. Prepare your presentation material

Before you sit down to record, be prepared with your notes, script, or any props or visual aids you might need. At the same time, make sure you choose a quiet, well-lit environment to ensure excellent audio and video quality. 

Step 2. Launch Loom 

To capture your Mac or Windows screen, open the Loom app on your desktop or use the Chrome extension. If you’re using your mobile for screen recording , you can install Loom’s mobile app. 

Also, if you plan to capture: 

Google Slides: You can use Loom’s Chrome extension . 

PowerPoint, Keynote, or Canva slides: Install the desktop app to capture yourself along with the slides. 

Whatever device or computer system you use, you can download and install the Loom app within minutes. 

Step 3. Select recording mode

Choose whether you want to record your screen, webcam, or both. If you have slides, select screen and webcam to capture both your presentation and your face. Your face will appear on the screen in a cam bubble, as shown here.

You can also choose to record only your screen or the entire desktop. 

Step 4. Start recording 

Finally, click the “Start Recording” button. 

Watch Loom’s own training video on video recording best practices.

Step 5. Begin your presentation 

Deliver your presentation as you would in person, and remember to make eye contact with the camera. 

Step 6. Review and edit your presentation video

After stopping the recording, Loom automatically uploads the video file to your Loom account. You can trim the video, add a call to action (CTA), or make other edits directly in Loom’s video editor.

Where some video presentations fall short 

Even well-intentioned presentations can sometimes miss the mark. Here are some areas where your video presentations might be falling short: 

Lack of engagement: Presentations are a two-way street. If you don’t build in opportunities for audience engagement elements like Q&A, live feedback, polls, and even simple interaction, you’re missing out. 

Information overload: Too many key points covered in one presentation can overwhelm viewers. 

Technical glitches: Double-check your equipment before the final presentation. Technical glitches like a frozen screen or a microphone cutting out can derail even the best-prepared presentation. 

Lack of personalization: What’s the point of the presentation if your tone and message don’t resonate with the audience? Consider your target audience and adjust your presentation style accordingly. For example, a video for new hires might need a different tone and content than one for senior executives. 

Considering these nuances and implementing a few interactive elements will help you create an engaging video presentation.

5 techniques for creating great video presentations 

Technique 1: engaging storytelling.

Viewers crave something more than just data. They want a story.

Stories resonate powerfully because they tap into your emotions, creating a connection that facts alone can't achieve.

There’s science behind it. When you hear a story, your brain releases oxytocin , which increases trust and positive emotions. Stories also activate multiple brain parts, making them more memorable than isolated facts. In a world where attention is scarce, stories capture and hold it.

So, how do you capture your audience with engaging storytelling? Here are some tips: 

Find your narrative arc: Every good story has a beginning, middle, and end. Think of a classic hero facing obstacles, overcoming challenges, and emerging as the victor. Your video presentation can follow a similar arc, even if the hero is your product or service. 

Evoke emotions: Identify your target audience to discover what type of content resonates with them. Based on your research, add emotional moments—either funny or thought-provoking—to catch your audience’s attention and create a lasting impact.  

Build conflict: Before you start pointing out the solution, introduce the problem that needs solving, the challenge that needs overcoming, or a question that needs answering. 

Show, don’t just tell: Talking doesn’t have the same effect as showing the problem your product solves. Use screen recording tools like Loom to demonstrate the problem and its solution firsthand. This helps the viewer appreciate the real value of your product. 

Apple’s product launches are an excellent example of engaging storytelling. 

They don’t just point out features, they weave a story and paint a picture of how Apple devices will enrich your daily life. 

Technique 2: Visual impact and design

Remember those “wall of text” slides? The clipart that looks like it’s from the 90s? 

While these types of presentations do the job, it’s worth noting that people process visuals faster than text. A visually appealing video presentation will endear you to your audience and engage them better. 

According to research by Robert Horn at Stanford University, actions and visuals make written information 70% more memorable .

Clearly, incorporating visuals into your presentation isn’t just about aesthetics. It’s also about making your message stick.  

Here are some tips to help you create visually stunning presentations: 

Use high-quality videos and images. High-resolution visuals make your presentation more appealing and easier to grasp. If you’re recording your screen, invest in a good-quality screen recording tool to create polished and professional presentations. 

Incorporate data visualization. Use charts, graphs, GIFs, and infographics to present data in an easily understandable manner. 

Leverage color psychology. Pick a color combination that aligns with your brand image and messaging. For example, blue evokes professionalism and trust, while orange conveys energy and excitement. 

Choose fonts wisely. Typography also affects how your presentation appears visually. Sans serif fonts like Helvetica and Arial are clean and modern, while serif fonts like Times New Roman and Georgia add a touch of sophistication.

Incorporating these tips makes your presentations both visually appealing and more effective in getting your point across. 

Technique 3: Effective use of audio elements

You’re watching a National Geographic documentary. It features sweeping aerial shots of the sun-drenched plains of the Masai Mara, close-ups of exotic wildlife, and evocative narration.

But it’s not just the visuals that hold you spellbound. It’s the sound of the rustling leaves, the leap of the gazelles, the gentle river flow, and the commanding voice of the narrator. The background music ties it all together, transporting you into the experience. 

While visuals and text capture attention, audio completes the experience by evoking emotions and reinforcing your message. 

Want to create a similar immersive audio experience for your presentation? Here are some things to consider: 

The voice-over should be crisp and clear. There are two ways to record crisp, clear voice-overs. One, you can invest in a good microphone. Or, you can record your screen with audio like Loom. 

Add strategic sound elements. Add background music that matches your content and complements your messaging. In between your presentation, add sound effects that emphasize key points and transitions. 

Embrace silence at strategic moments. A well-timed pause can help you create anticipation or emphasize a point. A pause before you move forward also allows the previous message to sink in. 

Make sure you blend all these audio elements, including a voice-over, background music, sound effects, and even pauses, to create a perfect harmony. 

Technique 4: Interactive elements to engage audience

According to a recent survey, 78% of people saw better online sales with interactive video compared to a passive video.

This means that viewers are more likely to stick around if your video has interactive elements, compared to a one-sided monologue. 

Here are some interactive elements that can help you turn one-way presentations into two-way conversions:

Knowledge check quizzes: Keep your audience engaged with brief quizzes a few minutes into the presentation. This will reinforce your message while keeping the viewers engaged. 

Polls and surveys: These elements work as the proverbial two birds, one stone—they keep viewers from dozing off and provide feedback you can use to tailor your content.

Clickable CTAs: Guide your viewers to take a specific action by adding clickable elements to your presentation. 

Gamification elements: Add a touch of fun with animations, points, badges, and leaderboards. These elements also work as incentives and might encourage viewers to stick around to the end.

But how do you add these interactive elements to your videos?

Pro tip: The easiest way is to find a video recording platform that simplifies the process. 

For instance, Loom offers a range of built-in interactive features.

Creators can embed clickable CTAs, annotate their screens, and even add tasks to their presentation videos. 

At the same time, viewers can react with emojis for instant feedback, leave time-stamped comments to encourage discussions and tag their teammates. 

Recipients can react to a Loom video with any emoji

Technique 5: Timing and pace for maximum retention

Ever watched a video that felt like it was dragging on forever? Or one that was so fast-paced you felt like you were missing key information? 

The wrong timing and pace can leave your audience mentally exhausted or disengaged.  

But how do you strike the right balance for maximum retention? 

One approach is to use Guy Kawasaki’s 10/20/30 Rule of PowerPoint : 

Your presentation should have at most 10 PowerPoint slides, which could be 10 critical points in the case of video presentations. 

It shouldn’t be more than 20 minutes long.

The font shouldn’t be smaller than 30 points. 

If you can’t contain your message in 20 minutes, break your video presentations into bite-size segments to prevent information overload. 

Think of it like chapters in a book. Each segment contributes to the overall narrative while standing alone as a valuable piece of information.

You can use a video presentation tool like Loom to make this process seamless. 

Loom automatically creates a video library to organize your video clips. This also allows your audience to revisit specific presentation segments later to access key takeaways.

You can also label your videos by specific topics or categories, making them easily accessible.  

Elevate communication with video presentations

The verdict is clear: Video presentations help engage your audience and increase interaction. 

So, why rely on traditional slideshows when you can get better outcomes with video presentations, especially with access to advanced video presentation software?

For example, with Loom, you can record, edit, and share high-quality video presentations that captivate your audience. No more technical headaches or pricey equipment.

Ready to turn your presentation ideas into videos? Sign up for free and create polished video presentations in no time with Loom.

Jun 29, 2024

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Jeong Lee works in Marketing at Loom.

30 Examples: How to Conclude a Presentation (Effective Closing Techniques)

By Status.net Editorial Team on March 4, 2024 — 9 minutes to read

Ending a presentation on a high note is a skill that can set you apart from the rest. It’s the final chance to leave an impact on your audience, ensuring they walk away with the key messages embedded in their minds. This moment is about driving your points home and making sure they resonate. Crafting a memorable closing isn’t just about summarizing key points, though that’s part of it, but also about providing value that sticks with your listeners long after they’ve left the room.

Crafting Your Core Message

To leave a lasting impression, your presentation’s conclusion should clearly reflect your core message. This is your chance to reinforce the takeaways and leave the audience thinking about your presentation long after it ends.

Identifying Key Points

Start by recognizing what you want your audience to remember. Think about the main ideas that shaped your talk. Make a list like this:

• The problem your presentation addresses.
• The evidence that supports your argument.
• The solution you propose or the action you want the audience to take.

These key points become the pillars of your core message.

Contextualizing the Presentation

Provide context by briefly relating back to the content of the whole presentation. For example:

• Reference a statistic you shared in the opening, and how it ties into the conclusion.
• Mention a case study that underlines the importance of your message.

Connecting these elements gives your message cohesion and makes your conclusion resonate with the framework of your presentation.

30 Example Phrases: How to Conclude a Presentation

• 1. “In summary, let’s revisit the key takeaways from today’s presentation.”
• 2. “Thank you for your attention. Let’s move forward together.”
• 3. “That brings us to the end. I’m open to any questions you may have.”
• 4. “I’ll leave you with this final thought to ponder as we conclude.”
• 5. “Let’s recap the main points before we wrap up.”
• 6. “I appreciate your engagement. Now, let’s turn these ideas into action.”
• 7. “We’ve covered a lot today. To conclude, remember these crucial points.”
• 8. “As we reach the end, I’d like to emphasize our call to action.”
• 9. “Before we close, let’s quickly review what we’ve learned.”
• 10. “Thank you for joining me on this journey. I look forward to our next steps.”
• 11. “In closing, I’d like to thank everyone for their participation.”
• 12. “Let’s conclude with a reminder of the impact we can make together.”
• 13. “To wrap up our session, here’s a brief summary of our discussion.”
• 14. “I’m grateful for the opportunity to present to you. Any final thoughts?”
• 15. “And that’s a wrap. I welcome any final questions or comments.”
• 16. “As we conclude, let’s remember the objectives we’ve set today.”
• 17. “Thank you for your time. Let’s apply these insights to achieve success.”
• 18. “In conclusion, your feedback is valuable, and I’m here to listen.”
• 19. “Before we part, let’s take a moment to reflect on our key messages.”
• 20. “I’ll end with an invitation for all of us to take the next step.”
• 21. “As we close, let’s commit to the goals we’ve outlined today.”
• 22. “Thank you for your attention. Let’s keep the conversation going.”
• 23. “In conclusion, let’s make a difference, starting now.”
• 24. “I’ll leave you with these final words to consider as we end our time together.”
• 25. “Before we conclude, remember that change starts with our actions today.”
• 26. “Thank you for the lively discussion. Let’s continue to build on these ideas.”
• 27. “As we wrap up, I encourage you to reach out with any further questions.”
• 28. “In closing, I’d like to express my gratitude for your valuable input.”
• 29. “Let’s conclude on a high note and take these learnings forward.”
• 30. “Thank you for your time today. Let’s end with a commitment to progress.”

Summarizing the Main Points

When you reach the end of your presentation, summarizing the main points helps your audience retain the important information you’ve shared. Crafting a memorable summary enables your listeners to walk away with a clear understanding of your message.

Effective Methods of Summarization

To effectively summarize your presentation, you need to distill complex information into concise, digestible pieces. Start by revisiting the overarching theme of your talk and then narrow down to the core messages. Use plain language and imagery to make the enduring ideas stick. Here are some examples of how to do this:

• Use analogies that relate to common experiences to recap complex concepts.
• Incorporate visuals or gestures that reinforce your main arguments.

The Rule of Three

The Rule of Three is a classic writing and communication principle. It means presenting ideas in a trio, which is a pattern that’s easy for people to understand and remember. For instance, you might say, “Our plan will save time, cut costs, and improve quality.” This structure has a pleasing rhythm and makes the content more memorable. Some examples include:

• “This software is fast, user-friendly, and secure.”
• Pointing out a product’s “durability, affordability, and eco-friendliness.”

Reiterating the Main Points

Finally, you want to circle back to the key takeaways of your presentation. Rephrase your main points without introducing new information. This reinforcement supports your audience’s memory and understanding of the material. You might summarize key takeaways like this:

• Mention the problem you addressed, the solution you propose, and the benefits of this solution.
• Highlighting the outcomes of adopting your strategy: higher efficiency, greater satisfaction, and increased revenue.

Creating a Strong Conclusion

The final moments of your presentation are your chance to leave your audience with a powerful lasting impression. A strong conclusion is more than just summarizing—it’s your opportunity to invoke thought, inspire action, and make your message memorable.

Incorporating a Call to Action

A call to action is your parting request to your audience. You want to inspire them to take a specific action or think differently as a result of what they’ve heard. To do this effectively:

• Be clear about what you’re asking.
• Explain why their action is needed.
• Make it as simple as possible for them to take the next steps.

Example Phrases:

• “Start making a difference today by…”
• “Join us in this effort by…”
• “Take the leap and commit to…”

Leaving a Lasting Impression

End your presentation with something memorable. This can be a powerful quote, an inspirational statement, or a compelling story that underscores your main points. The goal here is to resonate with your audience on an emotional level so that your message sticks with them long after they leave.

• “In the words of [Influential Person], ‘…'”
• “Imagine a world where…”
• “This is more than just [Topic]; it’s about…”

Enhancing Audience Engagement

To hold your audience’s attention and ensure they leave with a lasting impression of your presentation, fostering interaction is key.

Q&A Sessions

It’s important to integrate a Q&A session because it allows for direct communication between you and your audience. This interactive segment helps clarify any uncertainties and encourages active participation. Plan for this by designating a time slot towards the end of your presentation and invite questions that promote discussion.

• “I’d love to hear your thoughts; what questions do you have?”
• “Let’s dive into any questions you might have. Who would like to start?”
• “Feel free to ask any questions, whether they’re clarifications or deeper inquiries about the topic.”

Encouraging Audience Participation

Getting your audience involved can transform a good presentation into a great one. Use open-ended questions that provoke thought and allow audience members to reflect on how your content relates to them. Additionally, inviting volunteers to participate in a demonstration or share their experiences keeps everyone engaged and adds a personal touch to your talk.

• “Could someone give me an example of how you’ve encountered this in your work?”
• “I’d appreciate a volunteer to help demonstrate this concept. Who’s interested?”
• “How do you see this information impacting your daily tasks? Let’s discuss!”

Delivering a Persuasive Ending

At the end of your presentation, you have the power to leave a lasting impact on your audience. A persuasive ending can drive home your key message and encourage action.

Sales and Persuasion Tactics

When you’re concluding a presentation with the goal of selling a product or idea, employ carefully chosen sales and persuasion tactics. One method is to summarize the key benefits of your offering, reminding your audience why it’s important to act. For example, if you’ve just presented a new software tool, recap how it will save time and increase productivity. Another tactic is the ‘call to action’, which should be clear and direct, such as “Start your free trial today to experience the benefits first-hand!” Furthermore, using a touch of urgency, like “Offer expires soon!”, can nudge your audience to act promptly.

Final Impressions and Professionalism

Your closing statement is a chance to solidify your professional image and leave a positive impression. It’s important to display confidence and poise. Consider thanking your audience for their time and offering to answer any questions. Make sure to end on a high note by summarizing your message in a concise and memorable way. If your topic was on renewable energy, you might conclude by saying, “Let’s take a leap towards a greener future by adopting these solutions today.” This reinforces your main points and encourages your listeners to think or act differently when they leave.

Frequently Asked Questions

What are some creative strategies for ending a presentation memorably.

To end your presentation in a memorable way, consider incorporating a call to action that engages your audience to take the next step. Another strategy is to finish with a thought-provoking question or a surprising fact that resonates with your listeners.

Can you suggest some powerful quotes suitable for concluding a presentation?

Yes, using a quote can be very effective. For example, Maya Angelou’s “People will forget what you said, people will forget what you did, but people will never forget how you made them feel,” can reinforce the emotional impact of your presentation.

What is an effective way to write a conclusion that summarizes a presentation?

An effective conclusion should recap the main points succinctly, highlighting what you want your audience to remember. A good way to conclude is by restating your thesis and then briefly summarizing the supporting points you made.

As a student, how can I leave a strong impression with my presentation’s closing remarks?

To leave a strong impression, consider sharing a personal anecdote related to your topic that demonstrates passion and conviction. This helps humanize your content and makes the message more relatable to your audience.

How can I appropriately thank my audience at the close of my presentation?

A simple and sincere expression of gratitude is always appropriate. You might say, “Thank you for your attention and engagement today,” to convey appreciation while also acknowledging their participation.

What are some examples of a compelling closing sentence in a presentation?

A compelling closing sentence could be something like, “Together, let’s take the leap towards a greener future,” if you’re presenting on sustainability. This sentence is impactful, calls for united action, and leaves your audience with a clear message.

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Synonyms of showcase

• as in to show
• as in chest
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Thesaurus Definition of showcase

 (Entry 1 of 2)

Synonyms & Similar Words

• demonstrate
• talk (about)
• communicate

Antonyms & Near Antonyms

Thesaurus Definition of showcase  (Entry 2 of 2)

• presentation
• performance
• demonstration
• extravaganza
• china closet
• clothespress

Thesaurus Entries Near showcase

show business

Cite this Entry

“Showcase.” Merriam-Webster.com Thesaurus , Merriam-Webster, https://www.merriam-webster.com/thesaurus/showcase. Accessed 1 Jul. 2024.

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Synonyms for Presentation case

25 other terms for presentation case - words and phrases with similar meaning.

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Synonyms for Case presentations. 8 other terms for case presentations- words and phrases with similar meaning. Lists. synonyms. antonyms. definitions. sentences. thesaurus. suggest new. submission of cases. How to Present a Case Study like a Pro (With Examples) 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. 9 Creative Case Study Presentation Examples & Templates 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. 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Clinical Words to Use in Progress Notes Examples of Clinical Words to Use in the Assessment and Plan Sections: acknowledged the client's need for improvement in…. allowed the client to openly express…. asked the client to be mindful of…. clarified the expectations for…. collaborated on/with…. discussed the client's current behavior, coping skills, triggers, and ... 41 Synonyms & Antonyms for PRESENTATION Find 41 different ways to say PRESENTATION, along with antonyms, related words, and example sentences at Thesaurus.com. 5 Video Presentation Techniques for Maximum Impact The same study revealed that presentations with videos embedded had a 37% longer average reading time. The data shows that video presentations keep people around longer to absorb your message. How to record a video presentation with audio and video Video presentations are staples in business and education. What is another word for presentation A formal presentation of one person to another. A definite or clear expression of something in speech or writing. The action of providing or supplying something for use. The spreading or dissemination of information. The act of advertising or exaggerating the value of something. A beginning, or first stage. 87 Synonyms & Antonyms for CASE Find 87 different ways to say CASE, along with antonyms, related words, and example sentences at Thesaurus.com. Case Presentation Session synonyms Another way to say Case Presentation Session? Synonyms for Case Presentation Session (other words and phrases for Case Presentation Session). Synonyms for Case presentation session. 20 other terms for case presentation session- words and phrases with similar meaning. Lists. synonyms. antonyms. definitions. sentences. 30 Examples: How to Conclude a Presentation (Effective Closing Techniques) 30 Example Phrases: How to Conclude a Presentation. 1. "In summary, let's revisit the key takeaways from today's presentation.". 2. "Thank you for your attention. Let's move forward together.". 3. "That brings us to the end. I'm open to any questions you may have.". CASE Synonyms Synonyms for CASE in English: situation, event, circumstance(s), state, position, condition, context, dilemma, plight, contingency, … SHOWCASE Synonyms: 102 Similar and Opposite Words Synonyms for SHOWCASE: show, display, exhibit, flaunt, produce, unveil, expose, demonstrate; Antonyms of SHOWCASE: disguise, mask, camouflage, cover, hide, conceal ... What is another word for cases? Plural for a rack, base, or piece of furniture for holding, supporting, or displaying something. Verb. To examine something in detail, especially a place or location. To surround in a material or substance. To put in a crate. To provide or enclose with a frame. To move or go in a furtive or stealthy way. … more . . 25 Words and Phrases for Presentation Case Synonyms for Presentation Case (other words and phrases for Presentation Case). 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