What is the presentation intended to achieve (inform, convince, trigger a decision or action)?
Context
Summary of the Briefing information to describe the background of the Presentation.
Desired effect
How can one determine, after the Presentation, whether the goal was achieved?
Difficulty
How demanding it is to reach the impact goal with this audience, on five levels from “Simple” through “Rather simple”, “Medium” and “Somewhat challenging” to “Demanding”. It results from the sender’s credibility, the audience’s familiarity with the topic and its attitude towards the key message. Formerly “degree of difficulty”.
Framework conditions
Organizational requirements such as timeframe, format, language, and, for example, template specifications
Impact goal
What the presentation is meant to achieve with the audience, on three levels: “Inform”, “Convince” or “Trigger a decision/action”. Together with the difficulty it determines the structure: with “Inform” and “Simple” or “Rather simple” the structure stays unconnected; in all other cases it becomes connected. If the training checkbox is ticked, the structure always stays unconnected. The presentation goal in the briefing describes the impact goal in concrete terms.
Key Information
Structured entry of the project description via the key questions (the “Key Information” tab at the start of the project, as an alternative to free text).
Reason for communication
Name of the event, e.g., "Update Project Steering Board"
Recipient
"Who is listening?" Role/committee on the recipient side
Recipient 1
the audience present at the meeting, to whom the => sender presents; if recipient 1 then carries the topic onward, they become the sender towards => recipient 2 and need arguments and materials that are not shown in the meeting at all
Recipient 2
the audience of => recipient 1 when they pass the topic on; recipient 2 holds a different role with different tasks and responsibilities than recipient 1 and therefore needs different arguments – a presentation should also give recipient 1 the arguments and materials needed to win over recipient 2
Sender
"Who is speaking?" Role/function of the sender
Suggested by the app
A role or industry that the app derives from the project description when the field was empty. It is marked as an assumption (light bulb, “Suggestion”), never overwrites your own input and can be checked, adopted or replaced. (=> Hypothesis)
Tone
Language choice appropriate for the Recipient and topic
CAai Methodology
Addressing style
The chosen form of address for the audience: ‘Sie’ or ‘du’, singular or plural. This applies to all text generated by a project. (=> Tone)
Argument
Arguments are the specific information, figures, data, and facts that support the => chapter messages
Argument Map
An overview that shows the chapters and arguments of a presentation in their context – as a visual representation of the line of reasoning rather than a list. (=> line of argument)
Argument topic
the keyword of an => argument, kept separate from its statement; the argument topic names what it is about (data protection), the => message of the argument states what applies (approval is a precondition, not a formality)
Challenge
Second part of the Intro => SCQ method. The challenge is also part of the => Briefing, which summarizes the challenges of the presentation project arising from the => tensions of the topic (case, interests/priorities of sender vs. Recipient).
Chapter label
=> Storyline pattern
Chapter message
A meaningful message that summarizes the content of a => chapter; must be supported by the chapter’s arguments; called storyline message in the app interface – the same thing
Decision document
Term from the CAai methodology (Pyramid Principle/storyboard approach).
Deductive reasoning
Deducing the specific case from a general rule (top-down). Called "connected Argumentation" in the Caai app (suitable for simple presentation projects).
Grouping
An important step, particularly for => Inductive reasoning, in which presentation topics are assigned to overarching themes
Inductive reasoning
Deriving a general conclusion from individual observations (bottom-up). Called "unconnected Argumentation" in the Caai app (suitable for simple presentation projects).
Key message
The central statement of a presentation that answers the audience’s key question. It summarizes the entire presentation as a “claim” that must be substantiated through the Argumentation.
Key question
The question to which the audience expects an answer regarding the presentation topic. Must be answered by the => Key message. In very complex presentations, it is used at the beginning as a substitute for the Key message.
Line of Argument
=> Storyline
Logical Chain
=> Deductive reasoning
MECE principle
The MECE principle means: An outline should be non-overlapping and complete. MECE stands for Mutually Exclusive, Collectively Exhaustive:
Mutually Exclusive: The categories do not overlap; each point belongs unambiguously to only one category.
Collectively Exhaustive: Together, the categories cover the topic completely; nothing essential is missing.
In short: clearly separated and providing complete coverage. This is verified by CAai.
Message of the argument
A meaningful message that summarizes the content of an => Argument
One-Pager
The structure of a one-page presentation: introduction, key message, storyline and an overview of all arguments. Serves as both a working document and an assessment tool. (=> Key message)
Pyramid Principle
A structuring method developed by Barbara Minto, in which the Key message is at the top and is supported by hierarchically organized arguments.
SCQ method
Structure for the Intro, used to introduce the audience to the topic at the beginning of the Presentation and get them on board: Situation (common ground), Challenge, and Question (crucial).
Situation
The first part of the Intro => SCQ method
Storyline
The logical sequence of chapter topics that together support the Key message and form the common thread of the Argumentation (argumentation logic).
Storyline pattern
Three related chapter topics that form a logical line of reasoning.
Topic of the argument
1–3 keywords indicating the topic of the => argument
CAai-BM
CAai Business Model
Abbreviation for the CAai Business Model (based on the St. Gallen Management Model) used to identify the business- and success-relevant aspects for a sender/topic/recipient combination that must be addressed in the Argumentation.
CAai-BM
Abbreviation for the => CAai Business Model
Development mode
The way in which a company evolves: through optimization of the existing or renewal through fundamental change.
Environmental sphere
The overarching context in which a company operates, e.g., society, nature, technology, or the economy.
Interaction topic
A central topic through which a company interacts with stakeholder groups, e.g., resources, norms/values, or concerns/interests.
Management process
Process for managing and developing the company, e.g., strategy, leadership, Planning, and controlling.
Organizational Moment
Fundamental organizational elements that provide the company with direction and stability: strategy, structure, and culture.
Stakeholder group
Individuals or organizations that have expectations of a company or are affected by its actions, e.g., customers, employees, investors, the government.
Support process
Processes that enable value creation but do not directly generate customer value, e.g., HR, IT, finance, infrastructure.
Value-added activity
An activity through which a company directly creates value for customers, e.g., development, production, consulting, or sales.
Case analysis
Blind spot
what one side does not see although it matters to the other; a distinction is made between the blind spot of the => sender (taking something for granted that the audience does not) and that of the => recipient (lacking information the sender has had all along)
Case analysis
Identification of the aspects relevant to business and success for a sender/topic/Recipient combination that must be addressed in the Argumentation.
Completeness check
Checking how robust the information/data basis in the => Briefing is, in order to build a reliable, well-founded Argumentation from it.
Consistency check
Checking how well important criteria for effective Presentations are met.
Field of tension
a two-sided situation between => sender and => recipient in which each side holds different interests, assumptions or constraints; a field of tension is not a reaction from the audience but a constellation – it exists even when nobody objects
Hotspot
An aspect important to the project on which the sender and Recipient have differing opinions or priorities. CAai is ready with suggested arguments for these Hotspots.
Hotspot archetype
Technical term in the context of CAai.
Recommendation
Improvement suggestion from CAai
Severity
Parameter for weighting the => Hotspots based on conflict intensity and business relevance
Validation
CAai’s internal verification process for assumptions
Communication
Call to action
What specific action the sender expects from the Recipients
Common thread
Using the Storyline as a clear guide through the topic (for both the presenter and the Recipient).
Consensus foundation
the shared starting point on which a line of => argumentation can build: what is undisputed between => sender and => recipient; synonymous with common ground
Emotional perspective
Emotional aspects of the => perspective
Factual perspective
Factual criteria of the => Perspective
Handling objections
Addressing anticipated objections from the recipients (anticipating them through the Argumentation, addressing them in the Q&A section)
Perspective
Criteria influenced by roles, tasks, and responsibilities, according to which a situation is assessed
Relational tension
tension that arises not from the subject matter but from the relationship between those involved: history, roles, responsibilities; it cannot be resolved with factual arguments and needs to be handled in its own right
Stakeholder
Individuals/committees with an interest in the project topic
Target audience
The recipients of the Presentation, whose level of knowledge and expectations determine the Argumentation.
Transition
Connecting the elements of a presentation when transitioning from element X to the next. (This is what distinguishes professionals from amateurs.)
Value proposition
Possible component of an Argumentation
Guided Mode
Accelerator Mode
Automated assistant that creates a presentation proposal based on the description of the project provided.
Analyze project
Analysis of a project based on the criteria of the Caai methodology.
Apply changes
Function in the AI Support and AI coaching section.
Audience question
Possible question from the audience on the topic (=> Q&A)
Content module
Content extracted from sources (text, charts, tables, images, etc.) that can be added to slides in the => Slide Editor and to SlideDoc pages in the => SlideDoc Editor.
Contradiction
Something is wrong.
Educated Guess
Intelligent => Hypothesis
Guidance sequence
Procedure of the CAai Guide in => Guided Mode
Guided Mode
Interactive, Socratic dialogue with the Caai Guide to create/optimize a Presentation through in-depth reflection.
Hypothesis
An assumption formulated by Caai based on the information received.
Original text
Text in the source document
Source analysis
An analysis process that runs automatically when uploading files and other sources, extracting project-relevant information from the sources.
Sources
Collection of all uploaded sources and extracted content.
Suggested answer
Suggested answer to the => Audience question (=> Q&A)
Project
Asset
=> Content modules
Communication Project
Your presentation project
Folder
A folder group for projects in the project overview. A project can belong to no more than one folder. (=> Project overview)
Language of the content
The language of the presentation content. This is separate from the language of the user interface: all text generated is based on the content language. (=> Language version)
Language version
A saved translation of a project. If you switch back to a language that has already been translated, you can use the saved version instead of translating it again. (=> Content language)
Project Description
Brief description of your project
Project Overview
Overview of the key elements of your project.
Project Package
A project exported as a file – including sources, content modules and media. It can be imported into another account or environment. (=> Communication project)
Project status
Current progress of your project across all three phases.
Source
Material uploaded as a source of information (File, Text, URL)
Source
=> Source from which a => content block was extracted
Source Viewer
Viewer for viewing content from sources and extracting parts of it as => content blocks
Tenant
A business client, including all its user accounts. A client’s projects, accounts and templates are kept separate from those of other clients.
Tenant default
Starting values that a business client (tenant) sets for newly created accounts: interface and content language, form of address, tonality and default template. Existing accounts remain unchanged; every person can change their own settings later. (=> Tenant, => Client template)
Wastepaper basket
Recycle bin for deleted projects. They can be recovered from there for a certain period of time; after that, they are permanently deleted.
Review
Approval
Granting access to a project for external users
Comment
Feedback from a Reviewer
Contribution to the project
An invitation to a person to collaborate on a project. They may edit the content directly and suggest changes to the structure of the argument. (=> Authorisation)
Invitation
Email with => Review request
Permission
Level of permitted actions for an external person (view only, comment, edit)
Review
Review/assessment of project content by external parties
Review request
Invitation to a reviewer
Reviewer
External person invited to => review the project
Share link
A link that allows anyone, even without an account, to view and comment on a presentation. Feedback is received as suggestions. (=> Review, => Approval)
Team
A group of people who can view and duplicate each other’s projects. A project marked as private is excluded from this. (=> Team member)
Team Member
Person with editing rights for the project
Templates
Client template
A template that is defined for an entire organisation and is available to all its accounts. It is marked as the default in the template list. (=> Client, => Template)
Composite text
A named text that combines several presentation elements into a SINGLE placeholder – for example, the argument topic and argument message in a single headline. For templates that have fewer fields than there are CAai content elements. (=> Template Mapper)
Corporate typeface
The font specified by a company template. If it is stored in CAai, it will be displayed correctly in the preview, slide view and PDF export; otherwise, a substitute font will be used. (=> Template)
Film Master
The master slide of a template. It defines the fonts, colours and basic design that all layouts inherit. In PowerPoint, go to View → Slide Master. (=> Template)
Layout
A slide template for a specific type of slide – such as a title slide, agenda slide or table of contents slide. Each slide is based on exactly one layout. (=> Slide master)
Notes Master
The master slide for the notes pages of a template. It determines where the slide image, notes and footer are positioned. A presentation has exactly one. (=> SlideDoc)
Placeholder
A designated area on a layout into which content is inserted – a title, text, image, diagram or table. (=> Layout, => Template Mapper)
SlideDoc
A formatted notes page: the slide scaled down, with the accompanying content displayed alongside it as a separate document for reading – not for presenting. (=> Notes Master)
Template
The PowerPoint file that determines the design of your presentation: fonts, colours, logos and the available slide layouts. CAai inserts your content into the placeholders in this template. (=> Layout, => Placeholders)
Template Mapper
The mapping between the presentation content from CAai and the placeholders in your template. This also allows you to use an existing company template without having to modify it. (=> Placeholders)
Visualization
Chart Type
Type (family) of a chart
Condense the text on the slide
Reducing the text on a slide to the essentials. Across all text areas on a slide, so that any repetitions between them are also removed. (=> Slide text)
Data series
Data of a chart
Design rule
Guidelines for the visual design of content (e.g., guidelines for text font, colors)
Framework Catalog
Part of the => Visualization Catalog containing visualizations for business frameworks
Layout Preset
The slide layout selected as the default for the active => template.
Optimise slide design
The redistribution of a slide’s content across the available areas – to create a more balanced layout, without altering the content. (=> Layout)
Recommendation Engine
=> Visualization Recommendation
Scaler
The tool that brings a presentation down to the desired number of slides – by merging or expanding points. (=> One-pager)
Slide text
Text content of a slide
Top Visual
Visualization that best matches the slide content
Visualization Catalog
Catalog of visualizations of slide content that are exported as native (fully editable) pptx visuals when saved as a PowerPoint file
Visualization intent
describes which relationship or pattern a visual is meant to reveal – for example a comparison, a development, a distribution, a share or a correlation; it governs the choice of the appropriate form of display and is called intent in the app
Visualization Recommendation
Recommendation based on the topic, message, and content of a slide for a suitable visualization from the => Visualization Catalog
Workflow
Analysis Phase
CAai analyzes the Briefing information and provides suitable content for the Argumentation.
Development phase
The arguments are expanded into slides using content, Modules, and visualizations, and Speaker notes are provided.
Export
Output as PowerPoint, Word, or PDF.
Generate summary
Generate various export formats (such as a summary of the project content as structured email text).
Project Clarification Phase
Clarification of key information for the efficient creation of an effective Presentation
Review phase
Comprehensive review of the project during development and as a pre-Export check.
Slide creation
The project content is prepared for Export as Slides that can be further edited in PowerPoint without restriction.
Structuring Phase
CAai selects an appropriate argumentation structure for the project and organizes the content within that structure.