Strategy. Innovation. Brand.


Preparing Persuasive Presentations

Canons to the left of me. Canons to the right of me.

My clients often ask me what they should think about when they think about preparing a persuasive presentation. Should they write the script first? Create the images? Write an outline? Select a few key phrases and figures of speech? All of these are important elements of a persuasive presentation. But I usually tell them to think back 2,000 years to a Roman orator named Cicero.

Cicero was the best orator in the Roman forum. He could move audiences to tears or — more importantly — to action. He wrote down five rules for creating persuasive presentations in the first century BCE. Over time, these have become known as the five canons of rhetoric. They’re as relevant today as they were in ancient Rome.

For Cicero, the five canons are: 1) Invention; 2) Arrangement; 3) Style; 4) Memory; 5) Delivery. Let’s look briefly at each one.

Invention — Aristotle said that rhetoric is the ability to “see the available means of persuasion” in a given situation. Invention is about seeing all the ways you might persuade an audience and picking the best ones. First, you need to decide what you want the audience to do. You may simply want them to agree with you. Or take some specified action. Or buy your product. If your audience largely agrees with your message, you may select certain persuasive tactics. If your audience is largely hostile to your message, you’ll probably need other tactics. In today’s world, this is often known as creating the message strategy.

Arrangement — You’ve created your strategy, now you need to identify the elements of your argument and arrange them, in the best possible order. Let’s say you have three key points to make: A, B, and C. Your recognize that A is your strongest point, B is the second strongest, and C is the weakest. Knowing what you know about audiences, which order would you put them in? People often put them in descending order. But you’re typically better off putting them in A –> C –> B order. Why? Because audiences remember the beginning and end of your speech (primacy and latency) and forget the middle. You might as well put you weakest point in the middle — they’re going to forget it anyway. You also need to consider ethos, logos, and pathos. How you use these and when you use them depends on what you’re trying to achieve. You can learn more here.

Style — you’ve outlined your thoughts, now how do you want to sound? Do you want to sound like a college professor? A preacher? A business leader? A rabble-rousing politician? What does the audience expect? Which persona will be the most persuasive? This is about positioning yourself — the audience will ask, who is this person and why should I trust her? Once you decide the persona, you need to select the vocabulary. As you know, college professors use different words than rabble-rousing politicians. What words best fit your message strategy?

Memory — you probably have a big storehouse of knowledge. How easily can you access it? In my prepared remarks, I usually memorize certain keywords that trigger a chain of thoughts. Once I’m on the chain, it’s easy to follow. I appear to be in command of my material, which enhances my credibility. Memory is also important in the Q & A session.  If you can answer questions easily, fluidly, and clearly, your credibility will soar. The trick is to know your way around the storehouse. The Greeks invented the memory palace to help orators remember and retrieve relevant information.

Delivery — You’ve now got it all organized. Can you deliver the goods when the time comes? Where style focuses mainly on what is said, delivery focuses more on how you say it. Do you want to speak quickly or slowly? Do you want to stand or sit? Podium or not? How will you dress? How do you want your voice to sound? How will you modulate your voice — or your body language — to emphasize key points? The goal is twofold: 1) to fit in with your audience (good decorum); 2) to appear comfortable and confident as you speak.

Using the five canons is like using a checklist. If you can fulfill each canon, you’re likely to have a very persuasive presentation indeed.

Too Much Rhetoric? Or Not Enough?

When will we learn to argue without anger?

In the Western world, the art of persuasion (aka rhetoric), appeared first in ancient Athens. We might well ask, why did it emerge there and then, as opposed to another place and another time?

In his book, Words Like Loaded Pistols, Sam Leith argues that rhetoric blossomed first in Greece because that’s where democracy emerged. Prior to that, we didn’t need to argue or persuade or create ideas — at least not in the public sphere. We just accepted as true whatever the monarch said was true. There was no point in arguing. The monarch wasn’t going to budge.

Because Greeks allowed citizens from different walks of life to speak in the public forum, they were the first people who needed to manage ideas and arguments. In response, they developed the key concepts of rhetoric. They also established the idea that rhetoric was an essential element of good leadership. A leader needed to manage the passions of the moment by speaking logically, clearly, and persuasively.

Through the 19th century, well-educated people were thoroughly schooled in rhetoric as well as the related disciplines of logic and grammar. These were known as the trivium and they helped us manage public ideas. Debates, governed by the rules of rhetoric, helped us create new ideas. Thesis led to antithesis led to synthesis. We considered the trivium to be an essential foundation for good leadership. Leaders have to create ideas, explain ideas, and defend ideas. The trivium provided the tools.

Then in the 20th century, we decided that we didn’t need to teach these skills anymore. Leith argues that we came to see history as an impersonal, overwhelming, uncontrollable force in its own right. Why argue about it if we can’t control it? Courses in rhetoric — and leadership — withered away.

It’s interesting to look at rhetoric as an essential part of democracy. It’s not something to be scorned. It’s something to be promoted. I wonder if some of our partisan anger and divisiveness doesn’t result from the lack of rhetoric in our society. We don’t have too much rhetoric. Rather, we have too little. We have forgotten how to argue without anger.

I’m happy to see that rhetoric and persuasion classes are making a comeback in academia today.  Similarly, courses in leadership seem to be flowering again. Perhaps we can look forward to using disagreements to create new ideas rather than an anvil to destroy them.

Your Commonplace Or Mine?

I told you this 2,000 years ago.

I told you this 2,000 years ago.

In persuasive presentations, we often appeal to commonplaces — opinions, attitudes, or perceptions that are widely held by a particular group. Like common sense, these attitudes are (supposedly) common to all members of a group. As persuaders, we can speak to a common point of view.  We’re on common ground and we can move forward together.

The problem, of course, is that commonplaces aren’t so common. Indeed, many commonplaces have equal and opposite commonplaces to counterbalance them. One commonplace advises us to look before we leap. Another reminds us that he who hesitates is lost. On the one hand, we root for the underdog. On the other hand, we admire the self-made man – who is anything but an underdog.

It seems that we can find a commonplace to suit almost any argument. Want to lower taxes? There’s a commonplace for that. (The government is inefficient. You earned it. You keep it. etc.) Want to raise taxes? There’s a commonplace for that. (We’re all in this together. We need to help each other. etc.) And “good” commonplaces can be twisted to support “bad” causes. As Shakespeare reminds us in The Merchant of Venice, “The devil can cite scripture for his own purpose.”

In my persuasion class, I ask students to write papers in which they argue a point. By and large, my students are quite adept at deploying commonplaces to support their arguments. I notice that they often deploy commonplaces that they believe in. To be persuasive, however, we need to consider the commonplaces that the audience believes in. I shouldn’t assume that you think like me. Rather, I should seek to understand what you think and use that as a starting point for building my argument.

The concept of using the audience’s commonplaces is as old as Greek rhetoric. It got a boost last year when the sociologists Robb Willer and Matthew Feinberg published their research on argumentation and moral values. Their basic finding: we are more persuasive when we frame arguments for a political position around “the target audience’s moral values.”

Feinberg and Willer point out that liberals and conservatives have different moral values (or commonplaces in our terminology). They write “…liberals tend to be more concerned with care and equality where conservatives are more concerned with … group loyalty, respect for authority and purity.”

They then tested how to persuade conservatives to take a liberal position or vice-versa. For instance, how would you persuade conservatives to support same-sex marriage? They found that conservatives are more likely to agree with an argument based on patriotism than one based on equality and fairness. Conservatives tended to agree with an argument that, ““same-sex couples are proud and patriotic Americans … [who] contribute to the American economy and society.” They were less likely to agree with an argument couched in terms of fairness and equality.

(Feinberg and Willer’s research article is here. A less technical summary is here).

Aristotle taught us that the best person to judge the quality of food is the one who eats it, not the one who prepares it. The same is true for arguments. You can’t judge how effective your argument is. Only the audience can. The moral of the story? Get over yourself. Learn what the audience is thinking.

The Best Way To Disagree

I disagree.

I disagree.

I find that I often disagree with people. It’s not that I’m a bad person or that I have evil intentions. I just have a specific and somewhat idiosyncratic way of looking at the world that doesn’t always fit with other people’s views. There’s certainly nothing wrong with being out of step with the world. There are, however, good reasons to consider how to deal with it.

When I was younger and snarkier, I dealt with it by being competitive. I focused on winning. I’m pretty good with words and I could often come up with a snappy comeback or putdown. I could be sarcastic and snide. I could put the other person in his place. If I left the other person speechless, so much the better. That just proved that I had won the encounter. I felt superior.

Now that I’m a bit older, I realize that it’s more important to win over than to win. When I sarcastically put someone down, I doubt that I won many hearts and minds. Instead of winning people over, I pushed them away. Humiliating another person may feel good but it doesn’t do good.

I’ve learned that the best way to disagree is to begin by agreeing. You start by finding some point of agreement with the other person’s position. It may be small or large, but it allows you to start by validating what the other person has said. You say – metaphorically or literally – “Yes, I’ve heard you. I understand your position.” The other person feels affirmed and recognized.

Then you change the frame, shift the focus, or alter the timeline. Here are some general-purpose ways to do just that:

  • Alter the timeline – “I agree that your suggestion would be helpful in the short run. But I worry that the long-term effects would be very detrimental. Here’s why…” (Of course, you can flip long-term and short-term if that suits your argument).
  • Agree conceptually then shift to the literal or practical aspects of the issue – “I think you’re right. A successful businessman should make a good president. I would just feel better if we had an example of that actually happening.”
  • Agree with your interlocutor’s frame of reference and then change the frame. Often, you’ll want to broaden the frame, like this: “I certainly agree that this would help first graders. But I’m concerned about all primary school students. How can we determine if this will help all students, not just beginners?” On other occasions, you may want to narrow the frame, like this: “I agree that this tax change will be good for most companies in our industry. But our company is an exception because of the way we account for our overseas profits.”

The general technique is known as concession-and-shift. It’s been in use at least since the days of Aristotle and his rhetorical colleagues. The idea is simple: start on a positive note rather than a negative note. Agree before disagreeing. If your interlocutor senses that you’re agreeable and reasonable, she’ll be much more likely to listen to your side of the argument. That’s exactly what you want.

Context Effects: PayPal and Brexit

Whom do you trust?

Whom do you trust?

PayPal was recently skewered on social media because it sponsored a panel discussion on gender equality and inclusion in the workplace. The problem was that the panel consisted solely of men. Women quickly tore into the company on Twitter and Tumblr for being tone deaf and sexist.

In fairness to PayPal, the panel discussion was supposed to have been titled: “Gender Equality and Inclusion In the Workplace: A Conversation With Our Male Allies”. Somehow, the organizers omitted the last part of the title from the official program.

I suspect that PayPal’s panel was a well-intentioned effort to bridge the gender gap. But the organizers made a simple mistake – they focused on strategy and forgot about context.

In persuasion, we typically start by developing the message strategy. What is the key message that we need to communicate? How can we best encapsulate that message in a memorable campaign?

While message strategy is certainly critical, it’s not the only concern. We also need to consider the context the message is delivered in. It’s a fairly simple question: does the context create an opportunity to deliver our message effectively? Sometimes, contextual factors facilitate the message delivery. At other times, the context constrains our ability to communicate clearly. Creating an all-male panel on gender equality does not provide a favorable context.

From a timing perspective, Greek rhetoricians called this kairos. Translated literally, it means the “supreme moment”. In our context, kairos means finding the opportune moment to deliver a persuasive message. As Jay Heinrichs points out, it’s analogous to a teachable moment. A teacher finds the right moment to teach a memorable lesson. Similarly, a persuader finds the right moment to deliver a persuasive message.

Kairos refers to timing and timeliness. But we need to consider other contextual factors as well. Who delivers the message? In what forum? What is the audience ready to receive? Whom does the audience trust? What media and channel provide the best opportunity to deliver the message successfully?

In this context, I wonder about the Brexit campaign in the United Kingdom. One side – the Remain campaign — argues that Britain will be stronger by staying in Europe. The other side – the Leave campaign — argues that leaving will make Britain great again. Both sides have worked out their message strategies.

Polls suggest that the two sides are very evenly divided. Both sides have strong messages. Neither has a clear advantage. Given this, which side will be more persuasive? In my humble opinion, it will be the side that makes best use of contextual factors. In this regard, the Leave campaign has a clear advantage.

While the Remain campaign has a solid message, it’s misreading the context. More specifically, it’s using the wrong messengers (again, in my humble opinion).

Here’s the context. Voters who support the Leave campaign perceive that their economic situation has deteriorated since Britain joined the European Union. They also perceive that joining the Union was a project conceived and championed by the “elite”. It’s easy to conclude that the elite classes have “sold us out”.

And who is speaking for the Remain campaign? By and large, it’s the elite. We hear from top managers, bankers, executives, rich people, and assorted toffs. We even hear from the head of the IMF, who happens to be French. Now, we even hear from the president of the United Sates.

Who are these people? They’re the elites – exactly the people whom the Leavers don’t trust. The easy response from the Leave campaign: “Well, you remember what happened the last time we trusted them.”

If the Remain campaign continues to pursue an elite strategy, I suspect the Leave campaign will win – and by a wide margin. What’s the lesson in all this? Whether you’re PayPal or the British Prime Minister, consider the context.

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