Create CAISY for Presentations

CAISY for Presentations is a great way for learners to practice giving presentations. You can create a simulated presentation to coach your sales team on pitching, to prep an executive for a big meeting, or even to upskill a direct report on delivering presentations. Learners can practice these presentations repeatedly in a safe low-stakes environment, and get instant feedback on their performance based on a custom rubric. When you create a presentation, you upload a slide deck and determine the criteria that learners should aim to meet when they deliver the presentation to an AI audience. You can specify questions for the AI audience to ask the learner which tests the learner’s knowledge. At the end of the practice, learners receive instant feedback on how well they performed based on the custom rubric.

Best practices for creating a presentation

When you create a presentation, we recommend the following:

  • Split your presentation slides into sections so that learners can focus on different criteria for each section.
  • Keep in mind who the intended audience is.

Create a presentation

To create a presentation:

  1. From the Home page or the Apps page, select CAISY for Presentations. You now see the CAISY for Presentations list page.
  2. Select Create New and choose a project for the presentation you plan to create.
  3. Select Next.
  4. Upload the presentation slide deck. Be sure to upload a Microsoft Powerpoint (.pptx) file that is no larger than 100MB. It is recommended that you split your slide deck into sections with section header slides and that you include speaker notes.
  5. By default, the Name of your presentation shows as the file name, but you may choose to give your presentation a different name. Enter a Description for your presentation. These are shown to learners when they are browsing content.
  6. Locate the Attendees tile and select Update. Add or remove attendees and attendee groups. When learners practice a presentation, they choose which attendee group to use. Examples of attendee groups could be a leadership group or a potential buyer. The attendee group determines the types of questions that your learners receive from the audience. You have the following options for editing an attendee group:
    • Select Add attendee group > Create new attendee group to create a custom group. Give your group a name. Select Update attendee group to browse through the list of attendees and choose the ones you want to be in your group.
    • Select Add attendee group > Select from existing groups to add a preselected attendee group. Select all those you wish to add as attendee groups to your presentation and click Select.
    • Select Update attendee group to edit the attendees in that group. Select View bio next to any attendee to see a description of their character. The learner also sees these descriptions when taking the presentation so they can cater their presentation to the specific audience. Select Update to save any changes.
    • When viewing an attendee group, you can select the delete icon next to any attendee to remove them from that attendee group.
  7. Locate the Sections tile and select Update. Organize your slide deck into sections so that learners can focus on key points in each. Give each section a title and select the slide range for that section. Continue adding sections by selecting Add section until all have been assigned a section. If your slide deck contains an appendix, select This presentation contains appendix slides. Learners are not scored on those slides.
  8. Locate the Questions tile and select Update. Select Add attendee question next to any slide you would like learners to answer a question about. You may choose to add different questions from different attendee groups to the same slide. That way, learners receive different questions on each slide depending on the attendee group they choose. Fill in the following fields:
    • Question for slide #: Type out the question that you would like the attendee to ask the presenter.
    • Guidelines for the presenter's response: Create the desired response of the presenter. These guidelines are used to evaluate the presenter's response.
    • Attendee group: Select which attendee group asks the question.
    • Select who will ask the question: Select the specific attendee from the chosen group that you want to ask the question.
      Select Add. Continue adding questions to your desired slides. Then, select Save.
  9. Locate the Rubric tile and select Update. Choose the criteria for each of the two sections: Delivery Style and Content and structure.
    • Edit the names of the criteria that learners will be graded on.
    • To delete an item, select the delete icon next to that item.
    • To add an item, select Add criterion. Be as specific as you would like when creating criteria. Criteria may be as simple as grammar, or knowledge of the material, or may be as detailed as giving certain vocabulary the user must include.
    • Weight each of the criterion by choosing the number of points that it corresponds to. Criterion with more points make up a larger portion of the overall grade.
      Select Save.
  1. Once you have completed all required fields you have the following options:
    • Preview: Opens the CAISY for Presentations you just created so that you can try it for yourself and ensure it works as expected.
    • Exit: Be sure you see the word Saved in the upper right corner before you exit. When you exit, your presentation saves as a draft that you can return to at any time.
    • Publish: Publishes your presentation to Percipio so learners can see it. When you publish your presentation it appears on the Custom Content page in Percipio. You can make it available to learners on its own, or add it to a channel or journey. Note, you only see this option if you have LX Design Studio publishing privileges.