--- title: 2. Presenting progress to management description: You can generate PDF reports and PPT slides for reviews. Make sure management understands what's expected of them. --- [Skip to content](https://support.theaiminstitute.com/en/3.-presenting-progress-to-management#main-content) English Show submenu for translations ![AIM-logo-white.png\]](https://support.theaiminstitute.com/hs-fs/hubfs/AIM-logo-white.png?height=40&name=AIM-logo-white.png) Open main navigation Close main navigation - English Show submenu for translations - Contact us Contact us BlueHelp® Knowledge Center - There are no suggestions because the search field is empty. 1. [BLUE HELP](https://support.theaiminstitute.com/en?hsLang=en) 2. [Minesweeper® De-risking](https://support.theaiminstitute.com/en/minesweeper-de-risking?hsLang=en) 3. [Step 7. Management Report](https://support.theaiminstitute.com/en/minesweeper-de-risking?hsLang=en#step-7-management-report) # 2. Presenting progress to management ## You can generate PDF reports and PPT slides for reviews. Make sure management understands what's expected of them. As explained in the last article, it’s easy to generate a new “Final” PDF report for management every time you give them an update. When you go to Step 7: Management Report \> Create/Edit De-risking Report, you have 5 options: 1. Edit your report: You can only do this with a Draft Report, not the Final Report (by clicking the pencil icon). 2. Export a 2-page PDF report: You can do this with either a Draft or Final Report. 3. Export a 6-slide PPT deck: You can do this with either a Draft or Final Report. 4. Make a copy: You can only do this with a Final Report, not a Draft Report (by clicking the “+” sign). This is recommended for creating your next update, since the Draft generated retains all the information you’ve captured so far. 5. Make a new report: This generates a new “blank” Draft Report. Unlike “Make a copy” (point #4 above), all the fields will be blank. ![Management report - output options](https://support.theaiminstitute.com/hs-fs/hubfs/Management%20report%20-%20output%20options.png?width=600&name=Management%20report%20-%20output%20options.png) In addition, you can click “Create PowerPoint” in the left side-bar under *Step 7: Management Report* for more presentation options. When you do, you’ll see you have many options for the slides you can create, as shown below. ![Management report - Create PPT](https://support.theaiminstitute.com/hs-fs/hubfs/Management%20report%20-%20Create%20PPT.png?width=600&name=Management%20report%20-%20Create%20PPT.png) What’s the difference between these PowerPoint slides and those generated when you click PPT icon on a Report in the prior step ("Create/Edit De-risking Report")? The earlier Draft or Final Report PowerPoint slides are designed for high-level discussions, and include descriptive paragraphs (e.g. Summary, Status and Recommendations). Plan on using the 6 Report-based slides for *all* your management reviews. But it's wise to create more PowerPoint slides using the “Create PowerPoint” function for a) backup slides or b) if you want to discuss something in more depth. For instance, this function lets you display all 6 of the Certainty Matrices. So if you want to go into more detail on key assumptions, you should generate these slides. A final recommendation for your management presentations. Be very clear when you are simply *updating* management on your learning progress… and when you are asking them to make investment *decisions*. For most projects, you’ll spend a good bit of time in this learning phase before major investment decisions are needed. Try to avoid discussions of risk, NPV (net present value) and probability of success in the Learning phase. It’s too early for that: You are simply driving out uncertainty and you are doing it rapidly and cheaply. The Learning Path chart gives you a good opportunity to make this point with management. As shown in the illustration below, you are just giving them updates in the early phases of the project. Later—*after* you have cleared out most of the uncertainties—you’ll be back to talk about investment decisions. ![Learning Path](https://support.theaiminstitute.com/hs-fs/hubfs/Learning%20Path.png?width=600&name=Learning%20Path.png) For more, check out the 2-minute video, *[How to manage transformational projects](http://www.b2bgrowth.video/45)*, part of the B2B Organic Growth [video series](http://www.b2bgrowth.video) by Dan Adams. [![B2B Organic Growth Chapter 45](https://support.theaiminstitute.com/hs-fs/hubfs/Chapter%2045.jpg?width=688&name=Chapter%2045.jpg)](http://www.b2bgrowth.video/45)   Keywords: Progress reports, management reports, PDF de-risking report, PowerPoint slides, PowerPoint options, New Report, Draft Report, Final Report, update management, learning phase, decision phase, investment decisions, NPV, net present value, probability of success, risk, Learning Path chart   - [Blueprinting Center & Methodology](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#main-content) - [What is New Product Blueprinting?](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#what-is-new-product-blueprinting) - [How is Blueprinting learned and applied?](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#how-is-blueprinting-learned-and-applied) - [Blueprinting Center](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#blueprinting-center) - 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[How to plan Discovery interviews](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-plan-discovery-interviews) - [Preparing your interview team](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#preparing-your-interview-team) - [Convincing customers to be interviewed](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#convincing-customers-to-be-interviewed) - [How to handle confidential info in an interview](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-handle-confidential-info-in-an-interview) - [How to conduct a Discovery interview](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-conduct-a-discovery-interview) - [Finding & using a digital projector for interviews](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#finding-using-a-digital-projector-for-interviews) - [How to conduct a customer tour](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-conduct-a-customer-tour) - 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[How to analyze your Preference data](https://support.theaiminstitute.com/en/preference-interviews-step-3?hsLang=en#how-to-analyze-your-preference-data) - [How to build your Market Case](https://support.theaiminstitute.com/en/preference-interviews-step-3?hsLang=en#how-to-build-your-market-case) - [Rest of Blueprinting (Steps 4-7)](https://support.theaiminstitute.com/en/rest-of-blueprinting-steps-4-7?hsLang=en#main-content) - [How to build & use a value calculator](https://support.theaiminstitute.com/en/rest-of-blueprinting-steps-4-7?hsLang=en#how-to-build-use-a-value-calculator) - [Blueprinting Step 4: Side-by-side testing](https://support.theaiminstitute.com/en/rest-of-blueprinting-steps-4-7?hsLang=en#blueprinting-step-4-side-by-side-testing) - [Blueprinting Step 5: Product Objectives](https://support.theaiminstitute.com/en/rest-of-blueprinting-steps-4-7?hsLang=en#blueprinting-step-5-product-objectives) - [Blueprinting Step 6: Technical Brainstorming](https://support.theaiminstitute.com/en/rest-of-blueprinting-steps-4-7?hsLang=en#blueprinting-step-6-technical-brainstorming) - [Blueprinting Step 7: Business Case](https://support.theaiminstitute.com/en/rest-of-blueprinting-steps-4-7?hsLang=en#blueprinting-step-7-business-case) - [Everyday VOC](https://support.theaiminstitute.com/en/everyday-voc?hsLang=en#main-content) - [Overview of Everyday VOC](https://support.theaiminstitute.com/en/everyday-voc?hsLang=en#overview-of-everyday-voc) - [Everyday VOC probing skills](https://support.theaiminstitute.com/en/everyday-voc?hsLang=en#everyday-voc-probing-skills) - [When to employ Everyday VOC](https://support.theaiminstitute.com/en/everyday-voc?hsLang=en#when-to-employ-everyday-voc) - [After your Everyday VOC call](https://support.theaiminstitute.com/en/everyday-voc?hsLang=en#after-your-everyday-voc-call) - [Minesweeper® De-risking](https://support.theaiminstitute.com/en/minesweeper-de-risking?hsLang=en#main-content) - [What is Minesweeper Project De-risking?](https://support.theaiminstitute.com/en/minesweeper-de-risking?hsLang=en#what-is-minesweeper-project-de-risking) - [Step 1. Brainstorm Assumptions](https://support.theaiminstitute.com/en/minesweeper-de-risking?hsLang=en#step-1-brainstorm-assumptions) - [Step 2. Consumption Chain](https://support.theaiminstitute.com/en/minesweeper-de-risking?hsLang=en#step-2-consumption-chain) - [Step 3. Individual Ratings](https://support.theaiminstitute.com/en/minesweeper-de-risking?hsLang=en#step-3-individual-ratings) - [Step 4. Team Ratings](https://support.theaiminstitute.com/en/minesweeper-de-risking?hsLang=en#step-4-team-ratings) - [Step 5. Review Certainty Matrix](https://support.theaiminstitute.com/en/minesweeper-de-risking?hsLang=en#step-5-review-certainty-matrix) - [Step 6. CheckPoint Plan](https://support.theaiminstitute.com/en/minesweeper-de-risking?hsLang=en#step-6-checkpoint-plan) - [Step 7. 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