Introduction to this Learning Resource
Team case presentations are a hallmark of the Kelley first-year student experience. As a Kelley student, you’ll gain important insights about business functions, client needs, creative problem solving, and persuasive communication as you work through a business case with your peers. You will also be challenged by team interactions, project management, and the demands of public speaking.

The Kelley Team Case Presentation Toolkit was designed with you in mind. It is your hands-on guide to creating effective team case presentations. This resource is a ready-to-use reference for all parts of the team case presentation process, from team formation, creative problem solving, interpreting a client’s needs, addressing interpersonal conflicts, running efficient team meetings, and creating engaging visual aids, to confidently and cohesively deliver your team’s ideas on presentation day.

The authors of this toolkit are full-time faculty in Business Communication at Kelley. We’ve come together to create this guide to support your success in preparing and delivering team case presentations, both as a Kelley student and as a business professional.

By following the links provided, you can access guidance and “pro tips” from faculty and fellow students to guide your team through the case analysis, team interactions, and presentation experience. Topics are broadly grouped into three sections: Case Analysis & Argument; Team & Project Management; and Team Case Presentation Preparation & Delivery.

The Case Analysis & Argument section will help you approach your assigned case systematically and efficiently, so that you can offer a recommendation to the case problem that is credible, well-supported, and responsive to the client’s needs and values.

The Team & Project Management section will help you to navigate the team formation process, diagnose and respond to interpersonal conflict and team challenges, and use your time effectively as you move through the case project.

The Team Case Presentation Preparation & Delivery will help you identify strategies to effectively communicate your case recommendation to your audience, leveraging each team member’s strengths and coordinating the presentation for maximum impact.

Learning Objectives of the Kelley Team Case Presentation Toolkit (are these the right ones?)
Design and deliver a clear, concise and audience-centered team case presentation
Articulate arguments regarding issues on community/business concerns
Support ideas visually in a presentation using available technology; demonstrate a professional presence in interpersonal, group and public settings.

Section 1: Case Analysis & Argument
Analytical Cases
Understanding the Client (Audience Analysis)
Research and Information Literacy (can link with Gary A./SPEA resource?)
Persuasive Arguments
Pro Tips = (from students/other faculty?) – what do I do when….. (Q&A)

Section 2: Team & Project Management
Team Formation & Processes
Project Management
Conflict Management & Accountability
Pro Tips =

Section 3: Team Case Presentation Preparation & Delivery
Organization/Content/Delivery?
Choreography & Staging
Visual Aids
Practice
Pro Tips =

Final Checklist/Concluding Considerations?
— forms or worksheets? What do we assume is provided by the instructor?

Learning outcomes (align with C104 LOs)

1. develop confidence in team presentations

2. interpersonal conflict management skills

Introduction

• what is a successful team? definitions, qualities/characteristics
• why are teams important? use of real world cases
• common pitfalls
• teaming process
• team theory – Tuckman, Thomas-Kilman, psychological safety

Team Building Process

• forming teams — things to consider
• your first team meeting – team contract
• managing conflict
• collaboration styles/best practices – notes, agendas, collab platforms like Teams or Slack
• creating your deliverables – visuals, data
• giving effective feedback – honest, direct, supportive
• how to practice/rehearse
• on presentation day
• ending/follow up/wrapping up

Types of Presentations – how to be persuasive for various audiences

• working with external clients — consultant pitch – listening to your client, really listening!
• working on an internal team — presenting for your supervisors
• working towards funding — venture capital pitch, shark tank, entrepreneurial

Materials/Worksheets for Teams

• team contract sample
• sample note taking/agenda
• collaboration styles survey
• visual outlines of persuasive strategies — Monroe’s sequence, Minto pyramid – fill in the blanks
• diversity/bias survey