Unit VIII: Firm Presentation

Unit 8. Firm Presentation: Making Introductions & Delivering In Live Meetings

Firms work hard to build track records, teams and marketing materials to introduce their capabilities to the market. Ultimately, members of the team will be tasked with making formal introductions and attending in person meetings. These interactions can make or break a firm’s candidacy. This unit outlines important factors to consider in making introductions and participating in live meetings. Firms are encouraged to complete a full team review of the module’s content to enhance the introduction and live meeting skills of all team members on behalf of the firm.

The Noble Ark Ventures Curriculum Series was developed to provide organizations with an interactive framework for defining their organizational infrastructure, offerings, marketing and sales plan. Each component includes both an audio recording and workbook which can be completed by individuals, or teams, seeking additional insight and a structural development framework. Organizations are encouraged to complete each unit in the series in the order provided below, and to allot the necessary time and resources to full organizational review, integration and commitment. As there are 12 units in the series, firms are encouraged to consider implementing one unit per month, however expedited completion and the incorporation of a facilitator are possible to enhance the timeline. To learn more about the curriculum series, contact us at [email protected].