OnTracAI

Readout Deck

What This Is

The primary presentation artifact delivered to leadership at the end of the sprint.

This deck is designed to:

  • Tell a clear story
  • Present findings with evidence
  • Propose a prioritized roadmap
  • Create momentum toward next steps

View example readout deck

Target Length

15-25 slides for a 60-minute readout.

Less is more. Every slide must earn its place.

Deck Structure

SectionSlidesPurpose
Opening1-2Context and goals
What We Did1-2Process and scope
What We Heard3-5Key findings by theme
What We Recommend5-8Themes with ROI framing
Roadmap1-2Sequencing and dependencies
Next Steps1-2Concrete actions
AppendixAs neededEvidence, details

Slide Design Principles

PrincipleGuidance
One idea per slideIf it needs two points, make two slides
Headlines are conclusionsUse "Finance spends 40% of close on manual reconciliation" instead of "Finance Overview"
Use quotesDirect interview language lands harder
Visuals over textTables, simple diagrams, roadmap views
No walls of textIf you're writing paragraphs, stop

Key Slides to Nail

1. The "What We Heard" Slide

Summarize cross-functional themes with supporting quotes.

Example: "We spend more time validating data than using it." (Finance)

2. The Theme Slides

One slide per theme:

  • What it is
  • Why it matters (ROI)
  • What's involved (effort)
  • Example opportunities underneath

3. The Roadmap Slide

Simple timeline view. No Gantt charts.

Now          Next         Later
[Theme A]    [Theme B]    [Theme C]
[Theme D]

4. The Next Steps Slide

Concrete. Named owners. Clear timelines.

ActionOwnerTiming
Finance pilot kickoffCFO + IT2 weeks
Snowflake access reviewIT1 week

What to Avoid

AvoidWhy
Methodology slidesNo one cares how the sausage was made
Org chartsIrrelevant to recommendations
Tool comparisonsOut of scope
Excessive caveatsUndermines confidence

Appendix Strategy

Put supporting detail in the appendix, not the main deck:

Reference appendix slides but don't present them.

Success Signal

The deck is successful if:

  • Execs nod along during findings
  • Themes feel obvious in hindsight
  • Questions are about how, not what
  • Next steps get assigned in the room