Writing a Technical Brief for a Presentation or Webinar


A concise guide to streamline and expedite the process of creating an online event.


What is a technical brief for a presentation, and why is it necessary? It’s a description of a future online event (or content) that provides a clear understanding of what the presentation should look like as a whole and its components; about the deadlines in which it should be prepared and conducted; about who is involved in the preparation and conduct of the presentation and the area of responsibility of each participant.


A well-prepared technical brief optimizes the process of creating a presentation and sets boundaries (primarily temporal) for people involved in its work. Even if all the work, as often happens, is done by one “one-man band” (sometimes essentially being both the client and the performer), the technical brief helps to better think through the event. The technical brief plays an even more important role in team work, allowing all participants in the process, so to speak, to tune into one wave.


So, what should a technical brief for an online presentation look like? At your service is a concise guide based on the experience of the ROI4Presenter team and our clients.

The purpose of the online presentation.

You should understand what result you want to achieve as a result of the event. This is especially important if the presentation is commercial. That’s why it would be a big mistake to treat this point formally. “Tell about the product” or “Introduce the offer” – this is not a goal. This is an excuse. “Increase the number of customers who bought a tourist voucher to the Moon on the Apollo ship” – here is an example of a correctly formulated goal.

Design and style.

In this section, you briefly describe the solutions corresponding to its name. For example, what main and additional colors will be used, in what main style the presentation will be solved, etc. For example: “Style – cosmic modern (space, spaceships, rockets, stars, astronauts, etc.). The main background color is dark blue. The second main color is yellow (gold). Additional colors are steel and orange. Static images and animation are two-dimensional”. The description should be accompanied by selected fonts and, ideally, a slide sample.

Presentation plan.

No matter how many people work on an online event, each of them should know which part follows which. That’s why you need a plan. At this point, you don’t need to expand it into a detailed script. It is enough to give a brief, literally in a few words, description of each item, indicating the person responsible for it.

Resources for creating a presentation.

Knowing how much and what can be spent on an event, what technical means and what people to involve is important primarily so that at the decisive moment it does not turn out that everything needs to be urgently redone or even canceled, because at the decisive moment there was no necessary program at hand or simply not enough time. Equipment, software, time, people – all these are resources. The more scrupulously you list them, the better. Experience shows that in the process of compiling this item, you will surely remember what you would have missed otherwise, creating problems for yourself and colleagues. When describing technical means and software products, do not forget to indicate how to access them.

Key deadlines and time frames associated with the stages of creating and conducting a presentation.

The following applies to this: The maximum total duration of the presentation; The deadline for the draft; Deadlines for conducting basic and final rehearsals; The deadline for submitting the final version; The date and time of the event.

Components and Parts of a Presentation.

This is, so to speak, the central point of the program. You should describe each section of the presentation according to the plan, indicating its content, features, duration, and the person responsible. For example: “Neil Armstrong’s speech about the advantages and convenience of the Apollo ship compared to the Gemini ship. 2 minutes, 2 slides, 1 animation (30 sec)”. And so on for each section, starting from the introduction and ending with the finale. It is necessary to indicate by what deadline each part should be submitted.

Presentation Team.

This is another point that you need to approach very carefully. It is very important from the point of view that all participants in the process know who is responsible for what and who and for what reason can be contacted. Yes, of course, you have already mentioned your team in two sections. But here you do it in more detail, indicating the specialty, position or profession of workers and speakers, current contacts for communication, and the components of the presentation for which each person is responsible. Note that if there are not enough speakers to conduct a presentation or webinar, they can always be created using the AI-assistant presenter Pitch Avatar.

Possible Problems.

You can’t foresee everything, but some things you can predict. For example, what to do if for some reason one of the team members dropped out? Who will replace him? Or what to do if someone missed the deadlines in preparing their part and you will have to do without it at all? Here, the main thing is not to get carried away and limit yourself to reasonable limits. It is not worth considering situations like an asteroid falling, the beginning of a zombie apocalypse, or an alien invasion.


Good luck to everyone, successful presentations, and high incomes!


Source: ROI4PResenter Blog

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