Client Profile
A Department of Finance within a GCC government, responsible for budget planning, financial oversight, and strategic allocation of public funds. The department frequently interacts with various ministries, oversight committees, and senior government officials to present fiscal policies, project updates, and investment proposals.
Challenge
Improve Communication Consistency
- Teams across multiple finance divisions lacked a standardized approach to presenting fiscal data and policy recommendations.
- As a result, briefing materials often varied in structure and clarity, making it difficult for senior officials to compare proposals.
Boost Stakeholder Understanding & Buy-In
- Many financial reports were dense with technical jargon and data-heavy tables, causing slow decision-making.
- The department wanted to shift to concise, visually appealing presentations that facilitate immediate comprehension and feedback.
Sustain Skill Development
- Previous training programs had delivered knowledge but lacked hands-on application and follow-up, resulting in minimal lasting change.
- The department needed a way to reinforce and embed these communication skills over time.
Solution: 2-Day Training + 1-Day Follow-Up
Days 1 & 2: Focus on Storylining and Visualization
Day 3 (Held Two Weeks Later): Application & Feedback
Approach
Hands-On Guidance: Instructors provided step-by-step coaching, helping participants map out storylines and choose the most appropriate data visuals.
Follow-Up Reinforcement: The two-week gap between Day 2 and Day 3 allowed participants to apply their skills in real-time and gather practical questions or challenges for discussion.
Results & Impact
Immediate Improvements in Clarity
- Budget proposals and policy briefs presented after the course were significantly shorter yet more data-driven, making it easier for top officials to spot key insights.
Consistent Use of Visual Templates
- Teams adopted uniform chart styles and presentation templates, creating a cohesive look and feel across different divisions within the department.
- This visual consistency promoted professionalism and helped convey complex financial data more effectively.
Deeper Skill Retention Through Application
- The additional Day 3 feedback session ensured participants internalized the new communication frameworks.
- By applying lessons learned on actual departmental documents, learners gained confidence and built a more enduring skill set.
Cross-Divisional Collaboration
- Attendees from different finance units collaborated on shared best practices, breaking down silos.
- Participants reported improved morale and a stronger sense of collective purpose, knowing everyone followed a common methodology.
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