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Interactive live online training workshop

8-Hour Live Interactive Online Workshop:

Superior Shortlist Presentation Skills

Increase Your Win Rate

Overcome Anxiety

Lower Your Overhead

Training Workshop Description


Your shortlist presentation skills have a tremendous impact on your firm's success and your personal success because these skills can increase your revenue and profitability by improving your win rate, help you to overcome anxiety when presenting, and lower your overhead by increasing the return on the investments you make pursuing work and writing proposals. 


In this powerful 8-hour workshop you'll learn how to prepare and deliver superior shortlist presentations by applying the science of persuasive communication to increase the selection committee's attention, receptivity, comprehension, alignment, unaided recall, motivation, and response to your message, all resulting in higher scores.


In this highly interactive training workshop you’ll learn and practice how to:


  • Demonstrate leadership before you say a word

  • Truly differentiate your firm from competitors using attribute analysis

  • Recast the evaluation criteria in a manner that favors your firm's strengths


  • Shift the focus from you to your client by translating features into client benefits

  • Triple your persuasive power by aligning benefits with decision-making factors


  • Shift from using bullet points to powerful visual images that trigger an emotional response 10 times faster than the cognitive process


  • Enhance your technical approach by making it process-oriented

  • Apply passion where you lack confidence

  • Score more points during Q&A

  • Prepare and provide handouts that increase your score

If you would like to learn and practice how to apply the techniques to your own firm's presentation content, bring an electronic file containing one or more of your firm's presentations to the workshop.

Learning Objectives

  • Learn what matters most when it comes to increasing your presentation score.


  • Learn and practice techniques proven to increase selection committee attention, receptivity, comprehension, alignment, unaided recall, motivation, and response, which all lead to a higher score. 


  • Learn and practice how to recast the evaluation criteria in a manner that favors your firm's strengths. ​

Thursday, March 30, 2023

9:00 AM to 5:00 PM Eastern Time

Register early because the workshop size is limited

so each attendee can actively participate.

Instructor Bio

Chuck Roberts


The challenges you face delivering shortlist presentations are well understood by Chuck because he's an engineer who is a Seller/Doer and has marketed, sold, and delivered professional services in roles that have included Project Manager, National Program Manager, Corporate Director of Business Development, COO, CFO, and CEO of multidisciplinary Architecture, Engineering, Environmental, and Construction firms. This has included serving Federal, State, and Local government clients, and private sector clients spanning 35 industries.  Many architecture, engineering, environmental, and construction firms, as well as firms in other industries, rely on Chuck to professionally ghostwrite their competitive presentations and coach their presentation teams.  


As a technical person who doesn't like to lose, early in his career Chuck began researching how to leverage science to win solicitations a higher percentage of the time. The product of his more than 35 years of research is a proprietary persuasive communication process called CRACOM, which is based entirely on science and was chosen as the subject of an Innovation Showcase by the International Conference on Knowledge, Culture, and Change in Organizations, and featured at the International Association of Business Communicator's World Conference. 


Because of Chuck's reputation as an expert on persuasive communication and transformational leadership, firms have relied on him to perform 11 startups, 14 turnaournds, launch countless new service, market sector, and geographic initiatives, all of which required superior proposals and presentations.


To date, the organizers of more than 200 conferences and corporate meetings have invited Chuck to speak at their events. He is the author of two books, more than 70 published articles, and in addition to being a ghostwriter of proposals, presentations, and technical reports,  is a highly acclaimed Trainer, Executive Coach, and Business Operations Consultant.

Chuck is the President and CEO of Performance Management Group, Inc.

Chuck Roberts PMGI CEO .jpg

Training Workshop Fee: $899 per person

Includes reference materials

and an 8-PDH Completion Certificate

for self-reporting continuing education.

Please note that you are required to log on to the workshop

on an individual computer and have two-way video and audio

turned on to attend the workshop.

Registration Cancellation Policy

You may cancel your registration at any time; however,

to receive a refund your written cancellation must be received by

5:00 PM Eastern Time on Monday, March 20, 2023.

Regarding Continuing Education Credits

Performance Management Group, Inc. (PMGI) is approved by the Florida Board of Professional Engineers as a provider (No. 0005276) of continuing education for Professional Engineers.


Each attendee submitting a paid registration and attending the full workshop will receive a Professional Development Hours (PDH) course completion certificate for self-reporting purposes. 


Many states and various professional societies and associations accept Florida-approved PDH, but you should check to confirm this with organizations and states where you are licensed, registered, or certified, and verify they will accept education credits on the course topic.

Notice Regarding Receipt and Connection Link

Following payment you will receive an email that serves as your receipt and contains important connection information explaining how to obtain your

unique Zoom link and passcode for joining the workshop. 

If you don't see the email in your inbox, please check your spam folder. 

What attendees say about our training...

"This is one of the best sessions I've been to with actual demonstrated 'how to' information that I can apply where I work."


"We have had great success over the past few months using some of the ideas and techniques that you provided during your seminar.  We have won 3 out of 4 shortlist interviews which has greatly impacted our win/loss ratio."

"Chuck Roberts really held the attention of the room -- I think everyone left wishing the session was an hour longer because he just kept providing value."

"Excellent!  Bring Chuck back for other topics."

"Concise and informative."

"The presenter did a good job of explaining the material that made it easy for the audience to grasp -- ideas like these are very helpful."

"Thank you for the excellent two days of [PM] training and discussion.  I hope to take your proposal training in the future."

"The class was very beneficial and gave me a new perspective."

"Concise tips and a framework that is sensible and helpful."

"I learned so much in a short time."

"Great content explained clearly."

"Outstanding!  Very relevant!"

"Great insight.  After 30 years in the profession, nice to learn something new and innovative.  Thank you!"


"So many new ideas, my mind is blown!"


"Extremely knowledgeable presenter with depth and candor."


"Chuck is very methodical and informative, and pretty humorous." 

"Chuck's presentation style is very easy to listen to, topics were in well-defined segments.  Good summary at end."

"Exceptional content that I can take action on in my role."

"So much knowledge."

"All suggested activities are do-able."

"I enjoyed the time immensely.  It was a very insightful class.  Quite a few 'nuggets' of wisdom and applicable information that I see will aide me in this Project Manager role." 

"Terrific practical tools for our industry."

"Great presenter, engaging content, and super helpful visuals."

"Really good content.  Great tools, simple for most firms to implement."

"Many helpful real-world tips."

"Great info that can be immediately applied."

"Thank you so much; it was a great course!   I have been carrying around your notebook and trying to  put your ideas and best practices into the two proposals I currently have  on my plate!"

"My mind is on fire.  This is just what I needed to hear."


"The time spent in your Project Manage-ment Training class this past week was awesome.  Thank you!  Your presentation skills are 'off the hook' leaving your audience with much to think about regarding self-improvement...The knowledge and experience you impart, the confidence you exude, and the poise of your presentation made the learning experience very different from any other training I've attended.  It made one want to change.  It was a packed two days with valuable information, but more impor-tantly, it provided a benchmark from which to jump and take hold of the resources and opportunities that are out there 'for the taking'...if you prepare.  Your class was more of an experience than it was training -- thank you again!"

"Thanks for putting on another inspiring class!"

"Has in-depth examples along with his superior knowledge."

"I really enjoyed your class."

"Thanks for getting our new training program off to a great start!"

"...Thank you for being such an amazing and valued partner."

Need a keynote speaker for your next corporate event?

Business Management Consulting
Professional Development Training & Coaching

(863) 529-2126

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