WS Visualization

High-class Visualization of Business Presentations
Deloitte Consulting
www, 15 NOV 2023

Perfection is achieved,
not when there is nothing
more to add, but when
there is nothing left to
take away.
Antoine de Saint-Exupéry
© steercom 2023 | All rights reserved. | High-class Visualization of Business Presentations 2

The optimal presentation is based on a balanced triad of content,
structure, AND the visual realization of both elements
Communication Triangle
Content
Visuali-
Structure
zation

Your professional visualization will be improved highly practice-oriented in 5 hours with
intensive peer learning
Agenda Pyramid Visualizer for Deloitte Consulting
Intro SESSION 1: Break SESSION 2 Break SESSION 3 Closing

15 min. 13.15 – 14.30 15 min. 14.45 – 16.30 15 min. 16.45 – 17.50 10 min.
Learning Learn 5 Golden Rules ─ Conceptual and number driven slides Text driven slides ─
How to build a good slide by How to visualize conceptual and How to visualize text driven slides
starting from scratch number driven slides
Improve professional visualization ─ Improve professional visualization ─ Get some inspiration with
Discuss examples before/after Discuss examples before/after PPT Morph and more
Doing In breakouts 2 participants each apply In breakouts 2 participants each work In breakouts 2 participants each work
our 5 golden rules based on the on a number driven exercise based on on a text driven exercise based on the
Deloitte template the Deloitte template Deloitte template
Tasting Live cooking – Live cooking – Live cooking –

We improve your slides We improve your slides We improve your slides

The Big 5 make every slide perfect
Five golden rules
AAA
1 2 3 4 5
Structure Color the Use white Eliminate Use Magic

the slide slide space clutter Three

1 Structure the slide
Structure the slide based on the message of the slide
Slide Entire presentation
Think and work in a

structured pattern and Structure and arrange content Creates a uniform framework and
create a framework like an based on the message of the slide builds trust with the addressee
artist paints a picture

The headline of a slide should provide the structure for the content area
Original
Content is usually just put on the slide in no logical order
No attention is paid to whether text is left or right justified
The net result is that the overall appearance is untidy, unclear,

and above all, unstructured

Good graphic design has a lot to do with structure
Space for your content


Space for your content Space for your content

This is the structure to explain a GROUP of 3

This could be a structure to visualize a CHAIN

Example – This is what slides often look like

Different widths of the forms
Prepare Different font sizes

Plan Perform
■ Hardly
Loremany contrast
ipsum dolor sitbetween text and
amet, consectetuer ■
Lorem ipsum dolor sit amet, consectetuer ■ Lorem ipsum dolor sit amet, consectetuer adipiscing
filladipiscing
color elit. Aenean commodo ligula eget adipiscing elit. Aenean commodo ligula eget
dolor. Aenean massa. Cum sociis natoque elit. Aenean commodo ligula eget dolor. Aenean
dolor. Aenean massa. Cum sociis natoque
penatibus et magnis dis parturient montes, penatibus et magnis dis parturient montes, massa. Cum sociis natoque penatibus et magnis dis
nascetur ridiculus mus. nascetur ridiculus mus. parturient montes, nascetur ridiculus mus.
■ Donec quam felis, ultricies nec, pellentesque eu,
■ Donec quam felis, ultricies nec, pellentesque The information is pretty much randomly placed
pretium quis, sem. Nulla consequat massa quis
on the
■ Donec slide
quam felis, ultricies nec, pellentesque eu,
eu, pretium quis, sem. Nulla consequat enim. Donec pede justo, fringilla vel, aliquet nec, pretium quis, sem. Nulla consequat massa quis enim.
massa quis enim. Donec pede justo, fringilla vulputate eget, arcu. In enim justo, rhoncus ut,
vel, aliquet nec, vulputate eget, arcu. In enim Not aligned to Nullam
the grid Donec pede justo, fringilla vel, aliquet nec, vulputate
imperdiet a, venenatis vitae, justo.
justo, rhoncus ut, imperdiet a, venenatis dictum felis eu pede mollis pretium. eget, arcu. In enim justo, rhoncus ut, imperdiet a,
vitae, justo. Nullam dictum felis eu pede ■ Integer tincidunt. Cras dapibus. Vivamus venenatis vitae, justo. Nullam dictum felis eu pede
mollis pretium. elementum semper nisi. Aenean vulputate mollis pretium.
■ Integer tincidunt. Cras dapibus. Vivamus eleifend tellus. Aenean leo ligula, porttitor eu,
elementum semper nisi. Aenean vulputate consequat vitae, eleifend ac, enim ■ Integer tincidunt. Cras dapibus. Vivamus elementum
eleifend tellus. Aenean leo ligula, porttitor semper nisi. Aenean vulputate eleifend tellus.
eu, consequat vitae, eleifend ac, enim Aenean leo ligula, porttitor eu, consequat vitae,
eleifend ac, enim

Step 1 – Arrange elements with mathematic exactness
Draw the elements that you need and

distribute these on the slide with
mathematical preciseness
For this, use the grid setting and

guiding
lines in PowerPoint. These help when
dimensioning elements

Step 2 – Enrich slides with color and visuals

Work in the defined frame
Plan Perform
▪ Lorem ipsum dolor sit amet, consectetuer adipiscing elit. ▪ Lorem ipsum dolor sit amet,
Aenean commodo ligula eget dolor. Aenean massa. Cum consectetuer adipiscing elit.
▪ Donec quam felis, ultricies nec, pellentesque eu, pretium Aenean commodo ligula eget
quis, sem. Nulla consequat massa quis enim. Donec pede dolor. Aenean massa. Cum
justo, fringilla vel, aliquet nec, vulputate eget, arcu. In enim Same distance ▪ Donec quam felis, ultricies nec,
▪ Integer tincidunt. Cras dapibus. Vivamus elementum apart from each pellentesque eu, pretium quis,
semper nisi. Aenean vulputate eleifend tellus. Aenean leo other sem. Nulla consequat massa quis
ligula, porttitor eu, consequat vitae, eleifend ac, enim enim. Donec pede justo, fringilla
vel, aliquet nec, vulputate eget,
arcu. In enim
Prepare ▪ Integer tincidunt. Cras dapibus.
Vivamus elementum semper nisi.
▪ Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean vulputate eleifend tellus.
Aenean commodo ligula eget dolor. Aenean massa. Cum Aenean leo ligula, porttitor eu,
▪ Donec quam felis, ultricies nec, pellentesque eu, pretium consequat vitae, eleifend ac,
quis, sem. Nulla consequat massa quis enim. Donec pede enim
justo, fringilla vel, aliquet nec, vulputate eget, arcu. In enim
▪ Integer tincidunt. Cras dapibus. Vivamus elementum
semper nisi. Aenean vulputate eleifend tellus. Aenean leo
ligula, porttitor eu, consequat vitae, eleifend ac, enim

The process includes three phases – when implementing it, employee empowerment is
the key success factor
Plan Perform
▪ Lorem ipsum dolor sit amet, consectetuer adipiscing elit. ▪ Lorem ipsum dolor sit amet,
Aenean commodo ligula eget dolor. Aenean massa. Cum consectetuer adipiscing elit.
▪ Donec quam felis, ultricies nec, pellentesque eu, pretium Aenean commodo ligula eget
quis, sem. Nulla consequat massa quis enim. Donec pede dolor. Aenean massa. Cum
justo, fringilla vel, aliquet nec, vulputate eget, arcu. In enim ▪ Donec quam felis, ultricies nec,
▪ Integer tincidunt. Cras dapibus. Vivamus elementum pellentesque eu, pretium quis,
semper nisi. Aenean vulputate eleifend tellus. Aenean leo sem. Nulla consequat massa quis
ligula, porttitor eu, consequat vitae, eleifend ac, enim enim. Donec pede justo, fringilla
vel, aliquet nec, vulputate eget,
arcu. In enim
Prepare ▪ Integer tincidunt. Cras dapibus.
Vivamus elementum semper nisi.
▪ Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean vulputate eleifend tellus.
Aenean commodo ligula eget dolor. Aenean massa. Cum Aenean leo ligula, porttitor eu,
▪ Donec quam felis, ultricies nec, pellentesque eu, pretium consequat vitae, eleifend ac,
quis, sem. Nulla consequat massa quis enim. Donec pede enim
justo, fringilla vel, aliquet nec, vulputate eget, arcu. In enim
▪ Integer tincidunt. Cras dapibus. Vivamus elementum
semper nisi. Aenean vulputate eleifend tellus. Aenean leo
ligula, porttitor eu, consequat vitae, eleifend ac, enim

Compare for yourself

Before After

DISCUSSION
What does this mean
for your visualization?
2 Color the slide
Color the slide
Use colors deliberately,

logically, strategically and,
above all, that are rich in Helps present specific issues in Uniform colors used over a range of
contrast, and work with more detail, that are emphasized slides helps the audience follow the
the colors that you want in the headline common thread
to convey with the
message

2 Color the slide
The significance of the color spectrum
Only use the Theme colors within your presentation

▪ to ensure that the predefined colors are used when transferring pages to
other documents
▪ to stay in the Corporate Design
If you need more colors work with the gradation of the Theme colors
Never use Standard and Recent colors

2 Color the slide
Always check how the various elements contrast with each other and the typography
used – the more contrast, the better
Wrong Right
Object 1 Object 2
Object 1 Object 2
does not stand out can be seen much
from the more clearly on
background and the the background and
typography is hard the typography can
Object 1 to read Object 2 be easily read

2 Color the slide
Carsten bitte noch eine Message einfügen
Original
Selection of colors often appears random
These often do not correspond to the company’s corporate design

specification
The overall appearance ranges from dull to vibrantly colorful

2 Color the slide
Different color tones Different color tones
No use Steering
of colors: Committee
Little to no attention
Process Team
Process Team
No contrast
Change colors are biting each other
requests Implementation
Scope Control Board activities in teams
Approved
Process Owner to perform impact •Prioritize implementation
Submit
assessment, provide findings and •Conceptual/Detailed design

recommendations: Project Integration •Build/Develop capability
Costs/Benefits Management Management •Update testing documents
•Update procedural/standards/training
Estimate of effort documents
Impact on implementation plans (Change Process
Management) Team Leads
so required (so required)
Project Office monitors, facilitates, and assists in issues escalation

2 Color the slide
Step 1 – Position the figure according to rule 1

Cleanly placed/proportion of content. Adheres to design pattern
Steering Committee
Process Team Process Team

Process Owner to perform Escalate Approve Implementation activities
impact assessment, provide in teams
findings and ▪ Prioritize implementation
recommendations: Submit Approved
Scope Control Board ▪ Conceptual/Detailed design
▪ Costs/Benefits
▪ Build/Develop capability
▪ Estimate of effort Project Integration ▪ Update testing documents
▪ Impact on implementation Management Management
▪ Update procedural/
plans
standards/training
(Change Process documents
Change Management) Team Leads
requests so required (so required)

2 Color the slide
Step 2 – Emphasize the elements that are significant with the use of color. Always pay
attention to the contrast while doing this
Important statements are brought to the fore through coloring that is rich in contrast
Steering Committee

▪ Costs/Benefits
plans
standards/training

2 Color the slide
Step 2 – Emphasize the elements that are significant with the use of color. Always pay
attention to the contrast while doing this
Steering Committee

▪ Costs/Benefits
plans
standards/training

2 Color the slide
There are 2 escalation levels in the project
Steering Committee

▪ Costs/Benefits
plans
standards/training

2 Color the slide

Before After

DISCUSSION
What does this mean
3 Use white space
Use white space
Keeps content separate

Specify
and makes complex issues Creates space, structured and
white space and then
easier to understand separates
keep to this
and to digest

3 Use white space
Carsten bitte noch Message einfügen
Original
Slides are often so covered with colors that in the end you can
hardly make out the white background at all
There is too much and too indiscriminate use of color
Headline and highlighted elements are often not consistent

3 Use white space
If you are placing flat elements on slides, be aware that these should ideally have some
space between them
White areas create free space
Layer 1
Layer 2
Layer 3
Box 1
Layer 4
The transition of the colored surfaces appears diffuse and unfocused.
The surfaces are "blurred"

3 Use white space
If you are placing flat elements on slides, be aware that these should ideally have some
space between them
White areas create free space
Layer 1
Layer 2
Layer 3
Box 1
Layer 4
White areas between the colored shapes creates space, which makes the figure easier to understand

3 Use white space
Full color filling of all elements is not necessary andNo white

makes spaceasbetween
it look if it is allboxes
means the same
Lorem Ipsum Lorem Ipsum Lorem Ipsum
Lorem ipsum dolor sit amet, consetetur Lorem ipsum dolor sit amet, consetetur Lorem ipsum dolor sit amet, consetetur sadipscing
sadipscing elitr, sed diam nonumy eirmod sadipscing elitr, sed diam nonumy eirmod elitr, sed diam nonumy eirmod tempor invidunt ut
tempor invidunt ut labore et dolore magna tempor invidunt ut labore et dolore magna labore et dolore magna aliquyam erat, sed diam
aliquyam erat, sed diam voluptua. At vero aliquyam erat, sed diam voluptua. At vero eos voluptua. At vero eos et accusam et justo duo
eos et accusam et justo duo dolores et ea et accusam et justo duo dolores et ea rebum dolores et ea rebum
rebum
Aliquyam erat, sed diam voluptua. At vero Aliquyam erat, sed diam voluptua. At vero eos Aliquyam erat, sed diam voluptua.
eos et accusam et justo duo dolores et accusam et justo duo dolores et ea At vero eos et accusam et justo duo dolores et ea
et ea

3 Use white space
Leave enough space on slides between objects so that they can have the desired impact
White space helps to structure the information and hence makes it more accessible
Lorem Ipsum Lorem Ipsum Lorem Ipsum
▪ Lorem ipsum dolor sit amet, consetetur ▪ Lorem ipsum dolor sit amet, consetetur ▪ Lorem ipsum dolor sit amet, consetetur
sadipscing elitr, sed diam sadipscing elitr, sed diam sadipscing elitr, sed diam
▪ Nonumy eirmod tempor invidunt ut ▪ Nonumy eirmod tempor invidunt ut ▪ Nonumy eirmod tempor invidunt ut
labore et dolore magna aliquyam labore et dolore magna aliquyam labore et dolore magna aliquyam
▪ Erat, sed diam voluptua. ▪ Erat, sed diam voluptua. ▪ Erat, sed diam voluptua.
At vero eos et accusam At at
The blocks are spaced and separated vero eos et accusam
equidistance from each other At vero eos et accusam
et justo duo dolores et et justo duo dolores et et justo duo dolores et
ea rebum ea rebum ea rebum
Aliquyam erat, sed diam volu ptua. Aliquyam erat, sed diam volu ptua. Aliquyam
If you haveerat,
largesed diam of
amounts volu ptua. text,
continuous
At vero eos et accusam et justo duo At vero eos et accusam et justo duo At vero
place eosa et
it on accusam
white et justo
background; it‘sduo
much
dolores et ea dolores et ea easier
dolorestoet
read
ea

2 Color the slide

Before After

DISCUSSION
What does this mean
4 Eliminate clutter
Eliminate clutter
Abstain from the

unimportant in order to Improves the visual Removing clutter helps you
immediately draw and the clarity of the story get your message across
attention to the important that you want to tell unambiguously
information

4 Eliminate clutter
Carsten bitte hier noch eine Message einfügen
Original
The development of visitor numbers in 2020 was significantly lower than in the
previous year
60000
55324
50146
56189
49763 49765 48724

50145
47967 48873
Clutter is your enemy
50000
40000
35248
30000 26755
2019
2020
Everything you put on a slide should add informative value
22437
20125 19366
20000
10000
Reduce cognitive load and you will get your message better across
0
January February March April May June July
© steercom 2020 | All rights reserved. | High-class Visualization of Business Presentations – Session 1 54
Visual elements that take up space but do not increase

understanding
Highlight for reason: Differentiate between signals (the
information we want to communicate) and noise = clutter

4 Eliminate clutter
previous year
The frame has no meaning for the statement
60000 56189
55324
Values without a separator are difficult to read
50146 49763 49765 50145
48724 47967 48873
50000
40000 3D representation can

35248
falsify the statement,
The Y-axis is because the bars
unnecessary 30000 26755 appear higher than2019
because the they actually are 2020
22437
values are given 20125 19366
above the 20000
columns
10000
0

4 Eliminate clutter
The development of visitor numbers in 2022 was significantly

lower than in the previous year
Visitor numbers in 2022
Comment
55,324 -9% 56,189 -11%
▪ Lorem ipsum dolor sit amet,
50,146 49,763 49,765 48,724 50,145 Supplemented 48,873
by the
47,967 consetetur sadipscing elitr,
Values with reduction compared to sed diam nonumy eirmod
-29% separator previous year (Creating a tempor invidunt ut labore et
for better reference to the message
35,248 dolore magna aliquyam
readability of the action title)
Clear color differentiation -45% erat, sed diam voluptua
between the categories 26,755 -55% ▪ At vero eos et accusam et
-58% -60%
(contrast) 22,437 justo duo dolores et ea
20,125 19,366 rebum
▪ Stet clita kasd gubergren, no
sea takimata sanctus est
Lorem ipsum dolor sit amet
Category unbold – not a main statement
Legend always on the same position at the bottom left corner
2019 2020

4 Eliminate clutter

Before After
previous year
60000 56189
55324
50146 49763 49765 50145

48724 47967 48873
50000
40000
35248
2019
30000 26755
2020
22437
20125 19366
20000
10000
0
© steercom 2020 | All rights reserved. | High-class Visualization of Business Presentations – Session 1 54

DISCUSSION
What does this mean
5 Use Magic Three
Use Magic Three
AA A
Stick to a uniform
This common thread
Nomenclature in all areas: Increases the uniformity of your
will help keep the important
Font, graphic elements, slide (document)
messages in the foreground
colors, etc.

5 Use Magic Three
The Magic Three
Original
Often, every available design element is thrown onto a slide,

just to achieve “a bit of variety”
The slides are then usually very unsteady
The eyes are distracted from the important

5 Use Magic Three
The Magic Three

Note: On one chart, only have:
Three font sizes Three colors Three line widths Three shapes
ABC
ABC
ABC

5 Use Magic Three
14pt
Rectangle Arrow
development plan 2020 2. development plan ........... n. development plan
Arrow Arrow
Columns head head
1 3
16ptelement
Round bold 10pt
Oval
Arrow
head
Migrations-projects "Schnelle Migrations-projects
2 level 1 Erfolge"
level n Block-
Arrow
IT Plan planning IT-Plan planning IT PLAN

process process
14pt
No Hyphen
Different form 16pt
With Hyphen 14pt bold 18pt
Capitals

5 Use Magic Three
Harmonize the slides in all areas – avoid wild and messy illustrations
Harmonize figure by using uniform shapes, colors and terminology
1. development plan 2020 2. development plan 2020 … n development plan 2020
Migration "Quick Migration

projects level 1 Successes" projects level n
Planning Planning
IT-Plan IT-Plan IT-Plan
process process

5 Use Magic Three

Before After

DISCUSSION
What does this mean

15 min. 13.15 – 14.30 15 min. 14.45 – 16.30 15 min. 16.45 – 17.50 10 min.


You can represent much of your presentation content via standardized
types of charts: Let’s take a closer look at some of these slide types
Numbers Concepts Text Pictures
01101020102
00101002020 A B C
01010

1 Table

Numbers
01101020102 Table Diagram Pie chart

00101002020
01010 1 2 3
0110102010
2001010020 A B C
2001010

1 Table
Tables are an important design element for the visual realization of

figures
BEFORE 1 Revenue divided according a

Revenue Split by category for the years 2020 to 2022 given logic
1
Revenue Split per category [EUR k] 2 Illustration of years 2020 to
2 2022
2020 2021 2022 3 Step 1: General form of

depiction is identified, based
Category 1 1,200 1,100 1,318 on the Action Line
Category 2 720 621 686
Category 3 1,050 1,049 786

3
Total 2,970 2,770 2,790

1 Table
Tables are an important design element for the visual realization

of figures
AFTER 2 Step 2 (optional): Work out

In 2022, category 1 has again made an above-average the key message in the table!
contribution to the overall result
Revenue Split per category [EUR k]
2020 2021 2022
Category 1 1,200 1,100 1,318 2
Category 2 720 621 686
Category 3 1,050 1,049 786
Total 2,970 2,770 2,790

1 Table

of figures

In 2021, category 1 has again made an above-average the key message in the table!
contribution to the overall result
2020 2021 2022
Category 1 1,200 1,100

1,100 3 1,318
Category 2 720 621 686
Category 3 1,050 1,049 786
Total 2,970 2,770 2,790

1 Table

of figures

Category 2 is contributing least in total-to-total revenue. the key message in the table!
This applies to all years
2020 2021 2022
Category 1 1,200 1,100 1,318
Category 2 720 621 686 4
Category 3 1,050 1,049 786
Total 2,970 2,770 2,790

1 Table
A further example:
Tables can be well visualized with a few select tweaks
BEFORE 1 Step 1:
Revenue increased dramatically last year Align elements with grid

1
Unter-nehmen Forecast
1 2010 2011 2012 2016
Costs 90 92 96 
Revenue 100 110 132 
Profit 10 18 36 ➔

1 Table
A further example:
BEFORE 2 Step 2:
Revenue increased dramatically last year Align elements with grid

2
Forecast
Company 1 2020 2021 2022 2023
Costs 90 92 96 
Revenue 100 110 132 
Profit 10 18 36 ➔

1 Table
A further example:
AFTER 3 Step 3:
Revenue increased dramatically last year Make strategic use of colors
and bold font
3 Alternative representation
Forecast
Harvey
Company 1 2020 2021 2022 2023 balls
Revenue 100 110 132 
Traffic
lights
Costs 90 92 96 
Stars
Profit 10 18 36 ➔

1 Table
A further example:
AFTER 1 If available:
Revenue increased dramatically last year. Implement added message
Department A contributed significantly from the Action Line
Forecast
Company 1 2020 2021 2022 2023
Revenue 100 110 132 
Costs 90 92 96 
Profit 10 18 36 ➔
Department A contributed significantly

Department A 62
Department B 30 132
Department C 40
1

1 Table
A further example:
AFTER 1 If available:
Revenue increased dramatically last year. Implement added message
Department A contributed significantly from the Action Line
Forecast
Company 1 2020 2021 2022 2023
Revenue 100 110 132 
Costs 90 92 96 
Profit 10 18 36 ➔
Department A contributed significantly

Department A 62
Department B 30 132
Department C 40
1

1 Table
A further example: With practice, even seemingly hopeless

cases can be represented clearly and tidily
Key indicators by segment: BEFORE

In 2 segments we are below planned figures

1 Table
A further example: With practice, even seemingly hopeless

cases can be represented clearly and tidily
AFTER 1 Steps
Key indicators by segment: Action needed in 2 segments Use AutoShapes and colors
for the status
Segments Delta vs.
1
Q1 Q2 Actual vs.
(Actual) Target (Actual) Target Status
Security Pattern 1 1 2 3 4 G
Pattern 2 4 3 2 1 Y
Pattern 3 2 4 6 8 G
Customer Pattern 1 1 2 3 4 Y
Satisfaction Pattern 2 4 3 2 1 G
Customer Pattern 1 2 4 1 1 R
Orientation Pattern 2 8 6 4 2 Y
CRM Program Pattern 1 2 4 6 8 G
Pattern 2 1 2 3 4 G
Pattern 3 4 3 2 1 R
G = Finished Y = Below plan R = Below plan, immediate action required

1 Table
Reduction to the essentials brings a further increase in clarity
Action needed in 2 segments AFTER
Key indicators by segment

Status Status
Security Customer
Satisfaction
Space here for a short explanatory Space here for a short explanatory
Y text about text about the status Y
the status
Details Details
Segments
Status Status
Customer CRM
R Orientation Program R
Space here for a short explanatory Space here for a short explanatory
text about the status text about the status
Details Details

1 Table
Use Hyperlinks to Link Relevant Information
Key indicators by segment 1: The overall situation is good AFTER
Status Status
Security Customer
Satisfaction
Y Y
Space here for a short Space here for a short
explanatory text about explanatory text about
Details the status the status Details
Segments
Status Status
Customer CRM
R R
Orientation Program
Space here for a short Space here for a short
explanatory text about explanatory text about
Details the status the status Details Delta vs.
Q1 Q2 Actual vs.
(Actual) Target (Actual) Target Status
Security Pattern 1 1 2 3 4 G
Pattern 2 4 3 2 1 Y
Pattern 3 2 4 6 8 G
Space here for a boilerplate with further explanation

1 Table
There are five topics in the foreground of our Procedure Model

and they are essential components of our proposal
Overview BEFORE
Not-yet customer Sleeper Active customer Top customer Deposit customer
Target Acquisition Activation Upsell Retention Cross-Selling
Value added ▪ Everything will be ▪ Get even more ▪ Get extra services ▪ All from ▪ Upgrade services
Argument better with us service a single source
Customer promise ▪ Fast ▪ Put us to the test. ▪ Your trust, our ▪ Carefree package ▪ Why not enjoy other
▪ Simple You'll be amazed services services
▪ Competent
Benefits ▪ Discount on Standard ▪ Additional Services, ▪ Bonus Program and ▪ All Programs as well ▪ Bonus Program
services e.g. hotel ticket additional Services as extra services

1 Table

Overview AFTER
Top
customer
Active Deposit
customer customer
Not-yet Sleeper
customer

1 Table

Overview AFTER
Top
customer
Active Deposit
customer customer
Not-yet Sleeper
customer
Target: Acquisition
Value added argument Promise customers Benefits
▪ Everything will be better ▪ Fast ▪ Discount on Standard
with us ▪ Simple Services
▪ Competent

1 Table

Overview AFTER
Top
customer
Active Deposit
customer customer
Not-yet Sleeper
customer
Target: Acquisition
▪ Get even more service ▪ Put us to the test. ▪ Additional Services,
You'll be amazed e.g. hotel ticket

1 Table

Overview AFTER
Top
customer
Active Deposit
customer customer
Not-yet Sleeper
customer
Target: Upsell
▪ Get additional services ▪ Your trust, our services ▪ Bonus Program
and additional Services

1 Table

Overview AFTER
Top
customer
Active Deposit
customer customer
Not-yet Sleeper
customer
Target: Retention
▪ All from a single source ▪ Carefree package ▪ All programs as well as
additional services

1 Table

Overview AFTER
Top
customer
Active Deposit
customer customer
Not-yet Sleeper
customer
Target: Cross/Selling
▪ Upgrade services ▪ Why not enjoy other ▪ Bonus Program
services

2 Diagram

Numbers

00101002020
01010 1 2 3
0110102010
2001010020 A B C
2001010

2 Diagram
And there are a lot of bad charts out there

2 Diagram
Before selecting a diagram for a data presentation, firmly

establish the message and identify the data to be presented
Data-driven diagrams1) – When to use which diagram?
RECOMMENDED CHARTS AND GRAPHS
DATA TYPES TO COMPARE PIE COLUMN BAR LINE DOT OTHER
Components of the whole,
structure
Comparison of a variety of topics,

ranking
Time series
Frequency
Relationship between values,

correlations
Evaluation against
multiple criteria, grading
1 Adapted from Gene Zelazny: Say It With Charts, The Executive’s Guide to Successful Presentations in the 1990s. McGraw Hill, 1987

2 Diagram
When you have data-heavy information,

you should visualize it in the form of diagrams
BEFORE 1 Step 1:
The decline in revenue in 2021 was partially recovered in 2022 Structure of a diagram
showing all the categories for
Revenue Split per category [in EUR k] 2020 to 2022
3.500 BUT:
3.000
PowerPoint provides no
professional possibility of
2.500 implementing 3D design for
2.000 diagrams, so it’s best to
1.500
refrain from such "gimmicks“.
1.200
1.050 1.100 1.318
1.000 1.049
720
621
500 686 786
0 ✗ 1
2020
2021
2022
Kategorie 1 Kategorie 2 Kategorie 3

2 Diagram

BEFORE 2 Step 2:
3.500 BUT:
Coloring the background
3.000 should only be done if
1.050
1.049 786 absolutely necessary
2.500
2.000
720 686
1.500 621
1.318
1.000 1.200
1.100
✗ 2
500
0
2020 2021 2022

2 Diagram

BEFORE 3 Step 3:
3.500 BUT:
Coloring the background
3.000 should only be done if
1.050
1.049 786 absolutely necessary
2.500
2.000
720 686
1.500 621
1.318
1.000 1.200
1.100
✗ 3
500
0
2020 2021 2022

2 Diagram

AFTER 4 Step 4:
by categories 1 and 2 showing all the categories for
2,970
2,770 2,790
Category 3 1,050 786 -25%

1,049
686 +10%
Category 2 720
621
4
Category 1 1,200 1,318
1,100
+19%
2020 2021 2022

2 Diagram

AFTER 5 Step 5:
In 2022, we were able to stop the decline – category 3 still under pressure Work out the facts that
support the core message
Revenue Split per category [in EUR k]
2,970
2,770 2,790 5
Category 3 1,050 Increase

786
1,049 by xyz%
686
Category 2 720
621
Category 1 1,200 1,318

1,100
2020 2021 2022

2 Diagram

AFTER 6 Step 6:
2020 was the best in our company history – 2,970,000 Euro Work out the facts that
2,970
2,770 2,790
6
Category 3 1,050 786

1,049
Category 2 720 686

621
Category 1 1,200 1,318

1,100
2020 2021 2022

2 Diagram

AFTER 7 Step 7:
Category 1 was the outperformer of 2022 with +19% Work out the facts that
2,970
2,770 2,790
Category 3 1,050 786

1,049
686
Category 2 720
621
Category 1 1,200 1,318

1,100
+19% 7
2020 2021 2022

2 Diagram
The interaction between message and diagram

Planned revenue growth of six percent Planned revenue growth of six percent
in 2022 in 2022
Business area AFG – Net revenue in Euro millions Business area AFG – Net revenue in Euro millions
2014 – 2022 2014 – 2022
402 402
388 388
366 366 +6%
330 333 327 330 333 327
307 309 305 307 309 305
2014 2015 2016 2017 2018 2019 2020 2021 2022 2014 2015 2016 2017 2018 2019 2020 2021 2022
BU BU

2 Diagram

The 2022 budget is three percent lower than the The 2022 budget is three percent lower than the
2018 actual 2018 actual
2014 – 2022 2014 – 2022
402 402
388 388 -3%
366 366
330 333 327 330 333 327
307 309 305 307 309 305
2014 2015 2016 2017 2018 2019 2020 2021 2022 2014 2015 2016 2017 2018 2019 2020 2021 2022
BU BU

2 Diagram

Average growth from 2019 to 2022 is 8% Average growth from 2019 to 2022 is 8%
per annum per annum – closing in on 2018 peak
2014 – 2022 2014 – 2022
402 8%
388
366 402 Ø growth p.a. 388
330 333 327 366
307 309 305 330 333 327
307 309 305
2014 2015 2016 2017 2018 2019 2020 2021 2022 2014 2015 2016 2017 2018 2019 2020 2021 2022
BU BU

2 Diagram

When adjusted for inflation and currency When adjusted for inflation and currency
fluctuations, 2022 is the worst year since 2014 fluctuations, 2022 is the worst year since 2014
2014 – 2022 2014 – 2022
463 Ø growth p.a.
423 35 -13%
409 409 412 398
26 392 396 388 463
40 37
42 50 20 423 35
65 55 10 409 409 412
53 42 26 392 398 396 388
60 50 16 40 42 37
50
22
53 42 65 55 1020
60 50 16
22
402
366
330 307 309 333 305 327 402
333 366
330 307 309 305 327
2014 2015 2016 2017 2018 2019 2020 2021 2022 2014 2015 2016 2017 2018 2019 2020 2021 2022
BU BU
Currency Inflation Net revenue Currency Inflation Net revenue

EXERCISE
Develop a slide top
down on your company
template.
25 min.
2 Diagram
The choice of chart is dependent on your interpretation of the data

Sales 2022 [EUR m]
COMPANY A COMPANY B
Share Share
NORTH 50 13% 157 39%
SOUTH 135 35% 24 6%
EAST 104 27% 109 27%
WEST 96 25% 113 28%
GERMANY 385 100% 403 100%

2 Diagram
1. Please write an appropriate Message on the first slide (in the title bar)
2. Please then choose the appropriate illustration
3. Then show your results and describe what you have produced
25 min.
2 Diagram

Possible solutions
Companies A and B have The highest revenue of Company A is in the southern region and
different revenue structures of Company B is in the northern region
North West East South Company A Company B
Süd 35 Nord 39
A 13 25 27 35 385 Mio. €
Ost 27 West 28
West 25 Ost 27
B 39 28 27 403 Mio. €
Nord 13 Süd 6
100%
Sales in Germany in % Sales in Germany in %
Components of the whole Comparison of a variety of topics

structure ranking

2 Diagram

Possible solutions
The highest revenue of Company A and the lowest revenue of The biggest difference in revenue between companies A and B is
Company B is in the southern region between the northern and southern regions
Company A Company B B-A

A
B
North 39 +26
35 South 6
West 28 +3
27 East 27
East 27
25 West 28
South 6 -29
13 North 39
Sales in Germany in % Sales in Germany in %
Relationship between values Relationship between values

correlations correlations

2 Diagram
The highest revenue of Company A and the lowest revenue of Company B is in the
southern region
Sales 2022 [EUR m]
Company A Company B
35 South 6
North
27 East 27 East
West
25 West 28
South
13 North 39

3 Pie chart

Numbers

00101002020
01010 1 2 3
0110102010
2001010020 A B C
2001010

Pie charts are often confusing – save the pies for the dessert
Sales 2022 [EUR m] Industry split 2022 [%]
Source: Show Me the Numbers: Communicating Effectively with Charts Stephen Few, Perceptual Edge

3 Pie chart
A few funny pie charts (2/3)

Combination where Crocs don't look good
Jeans
Other trousers
Skirt
Socks
Barefoot
On Men
On Women
On children
Source: Heyne, Katja Berlin and Peter Grünlich – die Welt in überwiegend lustigen Grafiken

3 Pie chart
A few funny pie charts (3/3)

How much "just another beer" is
Three beers
Five beers, one shot
Seven beers, 2 gin tonics, and

three vodkas,
One beer
Source: Heyne, Katja Berlin and Peter Grünlich – die Welt in überwiegend lustigen Grafiken

4 Process

Concepts
Process Organization Timeline Comparison
4 chart
5 6 7
0110102010
2001010020 A B C
2001010

4 Process
The four types show common shapes that can be

used to explain various abstract relationships
Abstract Concepts
Flow Structure Cluster Radiate
▪ Linear ▪ Matrices ▪ Overlapping ▪ From a point

▪ Circular ▪ Trees ▪ Closure ▪ With a core
▪ Divergent/ ▪ Layers ▪ Enclosed ▪ Without a core
Convergent ▪ Linked
▪ Multidirectional
4 Process
Processes are – in your company – recurring slide types that you

can easily visualize with the techniques learned
BEFORE 1 Step 1:
The process consists of THREE phases 1
The general form of
representation is identified by
means of the Action Line
4 Process

BEFORE 2 Step 2:
The process consists of THREE phases Place AutoShapes
4 Process

BEFORE 3 Step 3:
The process consists of THREE phases The Auto Shapes are filled
directly with Text
Phase 1 Phase 2 Phase 3

Finish
Introduction Evaluation Implementation
3
▪ Lorem ipsum dolor sit ▪ Lorem ipsum dolor sit ▪ Lorem ipsum dolor sit
amet, consectetuer amet, consectetuer amet, consectetuer
adipiscing elit adipiscing elit adipiscing elit
▪ Maecenas porttitor ▪ Maecenas porttitor ▪ Maecenas porttitor
congue massa. Fusce congue massa. Fusce congue massa. Fusce
posuere, magna sed posuere, magna sed posuere, magna sed
pulvinar ultricies, purus pulvinar ultricies, purus pulvinar ultricies, purus
lectus malesuada libero, lectus malesuada libero, lectus malesuada libero,
sit amet sit amet sit amet
2 Weeks 1 Week 3 Weeks
4 Process

BEFORE 4 Step 4:
The process consists of THREE phases Set color highlights:
▪ AutoShapes
▪ Font color
Phase 1 Phase 2 Phase 3
Finish
Introduction Evaluation Implementation
4
4 Process

AFTER 5 Step 5:
The process consists of THREE phases Polish – design phases
Introduction
1 5
Evaluation
2 Implementation
3 Finish
4 Process
A further example: A more complex process
The Campaign is the central element of activities in 2023 AFTER
Lorem ipsum dolor sit

amet, consetetur
sadipscing elitr, Sed diam
nonumy eirmod tempor
invidunt
Process 4
Lorem ipsum dolor sit amet, consetetur
Process 3
sadipscing elitr, Sed diam nonumy eirmod
Process 2
Process 1 Lorem ipsum dolor sit amet, consetetur
4 Process
A further example: A more complex process
The process consists of three phases AFTER

Lorem ipsum dolor sit amet,
consetetur sadipscing elitr,
Sed diam nonumy eirmod
C
B
A

EXERCISE
The project will advance
in five phases.
5 min.
Possible solutions
5
2 1
3
4
5
5 Organization chart

Concepts
4 chart
5 6 7
0110102010
2001010020 A B C
2001010
Organization charts are also recurring slide elements
BEFORE 1 Step 1
The Business Development section is divided into three subsections 1
Write Action Line
BEFORE 2 Step 2
The Business Development section is divided into three subsections Align elements with grid
BEFORE 3 Step 3
The Business Development section is divided into three subsections Transfer content to the
elements
Business Development
3
Max Mustermann
Innovation Product Development Portfolio Business

Peter Example Claus Clever Fritz Fichte
Innovation 1 Development 1 Portfolio 1
AFTER 4 Step 4
The Business Development section is divided into three subsections Make strategic use of colors
and bold font
Business Development
Max Mustermann
Innovation Product Development Portfolio Business

Peter Example Claus Clever Fritz Fichte
Further Example: Organization Chart
The GB Marketing and Sales is organized as follows:
Fritz
Fichte
Geschäftsführer
Marketing & Vertrieb
MARKETING VERTRIEB
Egon Helmut
Eidechse Hammer
Max Max Max Max Max Max Max Max Max Max Max Max
Muster- Muster- Muster- Muster- Muster- Muster- Muster- Muster- Muster- Muster- Muster- Muster-
mann mann mann mann mann mann mann mann mann mann mann mann
6 Timeline

Concepts
4 chart
5 6 7
0110102010
2001010020 A B C
2001010
6 Timeline
The representation of time sequences / milestones of projects /

companies are also recurrent slide types
BEFORE 1 Step 1
We have enjoyed successful company development since 2015 1
The Action Line dictates the
basic design of the slide
6 Timeline

BEFORE Content for presentation of

We have enjoyed successful company development since 2015 the timeline
▪ 2022 – First subsidiary in China and Russia is inaugurated

▪ 2021 – Revenue exceeds the 10 million limit for the first time
▪ 2020 – Expansion in areas of Drive and Automation
▪ 2019 – First international activities in the Eastern European region
▪ 2018 – The Board is expanded to four people
▪ 2017 – Inauguration of the first subsidiary in Example City
▪ 2016 – Revenue rises above 1 million mark for the first time
▪ 2015 – Foundation of headquarters in Example City
6 Timeline

BEFORE 2 Step 2
We have enjoyed successful company development since 2015 Build basic design based on
AutoShapes
2015 2016 2017 2018 2019 2020 2021 2022
6 Timeline

BEFORE 3 Step 3
We have enjoyed successful company development since 2015 Arrange / Place content using
the basic shape
Foundation of Inauguration of First international Revenue exceeds

headquarters in the first subsidiary activities in the the 10 million limit
Example City in Example City Eastern European region for the first time
2015 2016 2017 2018 2019 2020 2021 2022
3
Revenue rises The Board is Expansion in First subsidiary in
above 1 million expanded areas of Drive China and Russia
mark for the first time to four people and Automation is inaugurated
6 Timeline

AFTER 4 Step 4
We have enjoyed successful company development since 2015 Make strategic colorings
Foundation of Inauguration of First international Revenue exceeds

headquarters in the first subsidiary activities in the the 10 million limit
Example City in Example City Eastern European region for the first time
2015 2016 2017 2018 2019 2020 2021 2022
Revenue rises The Board is Expansion in First subsidiary in

above 1 million expanded areas of Drive China and Russia
mark for the first time to four people and Automation is inaugurated
6 Timeline
Further Example:
The content could have been implemented like this
We have enjoyed successful company development since 2015 AFTER
2023
Lorem
ipsum
2020 2022
Lorem Lorem
ipsum ipsum
2017
2019
Lorem 2021
Lorem
ipsum Lorem
ipsum
ipsum
2016 2018
Lorem Lorem
ipsum ipsum
2015
Lorem
ipsum
Company Headquarters
7 Comparison

Concepts
4 chart
5 6 7
0110102010
2001010020 A B C
2001010
7 Comparison
Comparisons / SWOT analyses are a common way of clearly

presenting complex issues
BEFORE 1 Step 1
The prospects for sustainable project success are unclear 1
The Action Line dictates the
basic design of the slide
SWOT-Analysis
7 Comparison

BEFORE 2 Step 2
The prospects for sustainable project success are unclear Build basic design using Auto
Shapes
SWOT-Analysis
7 Comparison

BEFORE 3 Step 2
The prospects for sustainable project success are unclear Optional
Incorporate an additional
SWOT-Analysis actor that can function as a
central image
7 Comparison

BEFORE 3 Step 3
The prospects for sustainable project success are unclear Arrange / Place content using
the basic shape
SWOT-Analysis
Strengths Weaknesses
▪ Lorem ipsum dolor sit amet, consetetur ▪ Lorem ipsum dolor sit amet, consetetur
sadipscing sadipscing
3
Project
XYZ
Opportunities Threats
7 Comparison

AFTER 4 Step 4
The prospects for sustainable project success are unclear Make strategic colorings
SWOT-Analysis
4
Project
XYZ
7 Comparison

AFTER 5 Step 5
The prospects for sustainable project success are unclear Optional
Arrange decorative elements
SWOT-Analysis (icons, history)
5
Project
XYZ

15 min. 13.15 – 14.30 15 min. 14.45 – 16.30 15 min. 16.45 – 17.50 10 min.

BONUS
Get some inspiration
with PPT Morph
DESIGNED BY K16
FIN∞PTIMIZER
an infinite loop of savings and investments
opportunities for your personal finances
Prof. Dr. Remigiusz Smolinski

BANKS DEVELOP
PRODUCTS FOR
BANKERS NOT
FOR CUSTOMERS
Source: KPMG: Next generation banking (2015)
34.2
BILLION EUR P.A.
OF VALUE DESTROYED
BY GERMAN CUSTOMERS
LEAVING MONEY ON THEIR
CURRENT ACCOUNTS
Source: Barkow Consulting, comdirect: Real interest rate radar (2017)
BANKING HAS TO
ADDRESS
INTUITIVE AND SMART SOLUTION
CUSTOMER NEEDS
INTEGRATED INTO THE EVERYDAY LIFE
CLEVER OVERVIEW OF SAVINGS &

INVESTMENTS OPPORTUNITIES
TOOL THAT SAVES TIME FOR WHATS

REALLY IMPORTANT
SEAMLESS MULTIPLICATION OF SAVINGS

WITH AUTOMATIC INVESTMENTS IN SECURITIES
BANKING HAS TO
SPEAK
INTUITIVE AND SMART SOLUTION
THEIR LANGUAGE
SMART
INTEGRATED INTO THE EVERYDAY LIFE
CLEVER OVERVIEW OF SAVINGS &

CLEAR
INVESTMENTS OPPORTUNITIES
TOOL THAT SAVES TIME FOR WHATS

SUPPORTIVE
REALLY IMPORTANT
SEAMLESS MULTIPLICATION OF SAVINGS

PROFITABLE
WITH AUTOMATIC INVESTMENTS IN SECURITIES
FIN∞PTIMIZER
AUTOMATICALLY IDENTIFIES SAVING
OPPORTUNITES
AND HELPS THEM GROW
8 Text slide

Text
Text slide Text slide

A B C
8 as chart
9
0110102010
2001010020 A B C
2001010
8 Text slide
The implementation of text slides is always a special challenge

when designing presentations
The major elements of our integrated training approach BEFORE
The Major Elements of our Integrated Training Approach can be described as follows:
Involvement of Key Users in Analysis, Design and Testing – Involving the best sales and management resources allows the design of
a good application and the buy-in of the entire organization.
It further ensures that the key staff are being aware and trained in the Siebel logic and the process design.
Regular Communication – We propose to communicate on a regular basis to the Customer MN staff base with an ETMS newsletter
that outlines the changes and developments of the project and some key features of the application. This will rise the awareness
and build a good ground for the class-room trainings.
Class-Room Training – We propose to run a two days class-room training with a train-the-trainer concept.
The users will get the application education and are able to perform training cases and examples. The class-room training should
end with a test to ensure training quality and controlling of results/ achievements. The company will develop the training material
and trains the trainer (approx. 1 trainer for 25 users). Customer MN will develop the training examples, train the employees and will
maintain the training environments. The company will support the trainings as an expert for the first training in each country.
Training Environment and Training Cases/ Examples – A separate training environment needs to be established which allows users
to 'play' with the system and to run training cases. The environment has an appropriate set of realistic training data and will be
updated on a regular basis. The company will support Customer MN in the initial setup of the environment. Customer MN will
maintain the environment, enter the training samples and data and ensured that the training cases are reflecting the reality.
Go-Live Support – The cutover moment is a critical change event. We believe that an intensive user support in the first 2-3 weeks is
important.
8 Text slide

1 For purely printed documents
The major elements of our integrated training approach AFTER
Step 1
Format the text according to
master standards
• Involvement of Key Users in Analysis, Design and Testing – Involving the best sales and management resources allows
the design of a good application and the buy-in of the entire organization.
• Regular Communication – We propose to communicate on a regular basis to the Customer MN staff base with an
ETMS newsletter that outlines the changes and developments of the project and some key features of the application.
This will rise the awareness and build a good ground for the class-room trainings.
• Class-Room Training – We propose to run a two days class-room training with a train-the-trainer concept.
The users will get the application education and are able to perform training cases and examples. The class-room training
should end with a test to ensure training quality and controlling of results/ achievements. The company will develop the
training material and trains the trainer (approx. 1 trainer for 25 users). Customer MN will develop the training examples,
train the employees and will maintain the training environments. The company will support the trainings as an expert for
the first training in each country.
• Training Environment and Training Cases/ Examples – A separate training environment needs to be established which allows
users to 'play' with the system and to run training cases. The environment has an appropriate set of realistic training data
and will be updated on a regular basis. The company will support Customer MN in the initial setup of the environment.
Customer MN will maintain the environment, enter the training samples and data and ensured that the training cases are
reflecting the reality.
• Go-Live Support – The cutover moment is a critical change event. We believe that an intensive user support in the first
2-3 weeks is important.
8 Text slide

Step 2
… and optionally make bold
for better orientation
ETMS newsletter that outlines the changes and developments of the project and some key features of the application.
Pay attention
The users will get the application to the
education andparagraph spacingtraining
are able to perform that cases and examples. The class-room training
should end with a test toseparate
ensure training
the content blocks from each other.achievements. The company will develop the
quality and controlling of results/
and will be updated on a regular basis. The company will support Customer MN in the initial setup of the environment.
Always pay
attention to
harmonic line
breaks.
8 Text slide
Often, it's advisable to spread the content of a slide onto two or

more slides. Then pictures / photos can also be used
Step 3
(1/2) The Major Elements of our Integrated Training Approach can be described as
Spread content over two
follows: slides and integrate an image
• Involvement of Key Users in Analysis, Design and Testing – Involving the best sales
Indicate clearly that
and management resources allows the design of a good application and the buy-in
the
of content
the entiregoes
organization.It further ensures that the key staff are being aware and
trained
over in thepages.
several Siebel logic and the process design.
• Regular Communication – We propose to communicate on a regular basis to the
Customer MN staff base with anETMS newsletter that outlines the changes and
developments of the project and some key features of the application. This will rise
the awareness and build a good ground for the class-room trainings.
• Class-Room Training – We propose to run a two days class-room training with a
train-the-trainer concept.The users will get the application education and are able to
perform training cases and examples. The class-room training should end with a test
to ensure training quality and controlling of results/ achievements. The company will
develop the training material and trains the trainer (approx. 1 trainer for 25 users).
Customer MN will develop the training examples, train the employees and will
maintain the training environments. The company will support the trainings as an
expert for the first training in each country.
8 Text slide
Often, it's advisable to spread the content of a slide onto two or

more slides. Then pictures / photos can also be used
Step 4
(2/2) The Major Elements of our Integrated Training Approach can be described as
If necessary. integrate other
follows: elements in order to achieve a
• Training Environment and Training Cases/ Examples – A separate training
harmonious slide
environment needs to be established which allows users to 'play' with the system
and to run training cases. The environment has an appropriate set of realistic
training data and will be updated on a regular basis. The company will support
Customer MN in the initial setup of the environment.
Customer MN will maintain the environment, enter the training samples and data
and ensured that the training cases are reflecting the reality.
• Go-Live Support – The cutover moment is a critical change event. We believe that
an intensive user support in the first
Another message could be here, powerfully summarizing the

keywords of the statement
A new page allocation can also allow room for additional information,
such as a boilerplate
8 Text slide
Never show plain text slides in live presentations –

The audience will no longer follow what you’re saying
1 For live presentations
Step 1
Scan content, looking for
visualization possibilities
1
ETMS newsletter that outlines the changes and developments 2 of the project and some key features of the application.
The users will get the application education and are able to perform training cases and examples. The class-room training
should end with a test to ensure training quality and controlling of results/ achievements. The company will develop the
3
and will be updated on a regular basis. The company will support 4 Customer MN in the initial setup of the environment.
2-3 weeks is important. 5
8 Text slide

Text
Text slide Text slide

A B C
8 as chart
9
0110102010
2001010020 A B C
2001010
9 Text slide as chart

Step 2
Heading Establish basic shape of the
illustration
1 2 3 4 5
8 Text slide

Step 3
The Major Elements of our Integrated Training Approach can be described as follows: Place / Arrange content in the
AutoShapes
Involvement of Key Training Environment
Users in Analysis, Regular Class-Room and Training Go-Live
Design and Testing Communication Training Cases/Examples Support
Involving the best sales and We propose to communicate We propose to run a two A separate training The cutover moment is a
management resources on a regular basis to the days class-room training with environment needs to be critical change event. We
allows the design of a good Customer MN staff base with a train-the-trainer concept. established which allows believe that an intensive user
application and the buy-in of an ETMS newsletter that The users will get the users to 'play' with the support in the first 2-3 weeks
the entire organization. It outlines the changes and application education and are system and to run training is important.
further ensures that the key developments of the project able to perform training cases. The environment has
staff are being aware and and some key features of the cases and examples. The an appropriate set of realistic
trained in the Siebel logic and application. This will rise the class-room training should training data and will be
the process design. awareness and build a good end with a test to ensure updated on a regular basis..
ground for the class-room training quality and Customer MN will maintain
trainings. controlling of results/ the environment, enter
achievements. The company the training samples and data
will develop the training and ensured that the training
material and trains the cases are reflecting the
trainer (approx. 1 trainer for reality.
25 users
8 Text slide

Step 4
The Major Elements of our Integrated Training Approach can be described as follows: Incorporate additional
elements, such as a results
Involvement of Key Training Environment line, if necessary
25 users
> Results > Results > Results > Results > Results
8 Text slide

Step 5
The Major Elements of our Integrated Training Approach can be described as follows: Show dependencies /
sequences
25 users
8 Text slide

Step 6
The Major Elements of our Integrated Training Approach can be described as follows: Highlight colors to draw
attention to certain facts
allows the design of a good Customer MN staff base a train-the-trainer concept. established which allows believe that an intensive user
application and the buy-in of with an ETMS newsletter The users will get the users to 'play' with the support in the first 2-3 weeks
the entire organization. It that outlines the changes application education and are system and to run training is important.
further ensures that the key and developments of the able to perform training cases. The environment has
staff are being aware and project and some key cases and examples. The an appropriate set of realistic
trained in the Siebel logic and features of the application. class-room training should training data and will be
the process design. This will rise the awareness end with a test to ensure updated on a regular basis..
and build a good ground for training quality and Customer MN will maintain
the class-room trainings. controlling of results/ the environment, enter
25 users
8 Text slide
Nevertheless, this slide is still extremely fragmented.

One might go further for presentations before a large audience …
The major elements of our integrated training approach BEFORE
Step 7
The Major Elements of our Integrated Training Approach can be described as follows: Further reduction of content
at meta-level
Iallows
onlytheuse only
design of athe
goodtop-info / headings
Customer as elements
MN staff base on a slide
a train-the-trainer ...
concept. established which allows believe that an intensive user
application and the buy-in of with an ETMS newsletter The users will get the users to 'play' with the support in the first 2-3 weeks
the entire organization. It that outlines the changes application education and are system and to run training is important.
further ensures that the key and developments of the able to perform training cases. The environment has
staff are being aware and project and some key cases and examples. The an appropriate set of realistic
trained in the Siebel logic and features of the application. class-room training should training data and will be
the process design. This will rise the awareness end with a test to ensure updated on a regular basis..
and build a good ground for training quality and Customer MN will maintain
the class-room trainings. controlling of results/ the environment, enter
25 users
8 Text slide

Step 8
Involvement of key
users in analysis, Class-Room Go-Live Construction of five
design and testing Training Support AutosShapes for the main
headings
Regular Training Environment and

Communication Training Cases/Examples
Another message could be here, powerfully summarizing the keywords of the statement
8 Text slide

Step 9
Involvement of key
users in analysis, Class-Room Go-Live Link to the attachment /
design and testing Training Support backup
Details Details
Details Details Details
Regular Training Environment and

Communication Training Cases/Examples
8 Text slide

Step 10
Involvement of key
users in analysis, Show content of each block in
design and testing attachment / backup
▪ Involving the best sales and management resources allows the design of a
good application and the buy-in of the entire organization.
▪ It further ensures that the key staff are aware of and trained in the Siebel
logic and the process design.
8 Text slide

Step 10
Show content of each block in
attachment / backup
▪ We propose to communicate on a regular basis to the Customer MN staff

base with an ETMS newsletter that outlines the changes and
developments of the project and some key features of the application.
▪ This will rise the awareness and build a good ground for the class-room
trainings.
Regular
Communication
EXERCISE
Please create an
attractive picture from
a text slide.
20 min.
Other examples of implementation
Team-Website: Short and long term tasks BEFORE
▪ Configure hardware
− This is dummy text and is here by way of illustration
▪ Create user accounts and assign rights
▪ Ease data storage
▪ Secure version control
▪ Enable exchange of multimedia files
▪ Set up protective mechanisms
AFTER 1 Step 1
Team-Website: Short and long term tasks 'Translate' the text into a
suitable structure
Short-term tasks Long-term tasks
1 Configure hardware Control version 4
Tasks
2 Administrate users Exchange data 5
Team-Website
3 Store data Set up protection 6
AFTER 2 Step 2
Team-Website: Short and long term tasks Highlight shape 1
to further detail
Tasks
Team-Website
Configure Hardware
▪ This is dummy text and is here by way of illustration
AFTER 3 Step 2
to further detail
Tasks
Team-Website
Administrate users
AFTER 4 Step 2
to further detail
Tasks
Team-Website
Store data
AFTER 5 Step 2
to further detail
Tasks
Team-Website
Control version
AFTER 5 Step 2
to further detail
Tasks
Team-Website
Exchange data
AFTER 5 Step 2
to further detail
Tasks
Team-Website
Set up protection
10 Business graphics

Pictures
Business Simple Metaphor

graphics
10 image
11 12
0110102010
2001010020 A B C
2001010
IMAGES CAN BE POWERFUL –
BUT IN A BUSINESS PRESENTATION
THAT MAY BE EMAILED AROUND A
LOT, ONLY HIGHLY COMPRESSED
IMAGES SHOULD BE USED
A PICTURE IS WORTH A THOUSAND
WORDS – THE TARGETED USE OF
CONCEPTUAL GRAPHICS CONVEYS
YOUR MESSAGE
11 Simple image
Try to replace lengthy texts with meaningful images
AFTER
Challenges
Competitors
Customers
Channels
LET'S CHECK WITH
DEUTSCHE BANK
Growing AuM base by moving fixed income into passive assets
Assets under management (AuM) [EUR bn, unless stated otherwise]
Ø AuM 755 797 852 910 Comments
47 1 928 9
AuM development 47 13
9% -1
0 892 • Lorem ipsum dolor
-33
793 1 13 13 1 820 9% sit amet, consectetuer
Cash 9%
8% 12%
13%
adipiscing elit. Maecenas
12% porttitor congue massa. Fusce
Alternatives 12%
posuere, magna sed pulvinar
26%
24%
25% ultricies, purus lectus
Passive 23%
malesuada libero, sit amet
9%
8%
8% commodo magna eros quis urna
SQI 9%
13% 12%
Equity 12% 13% • Nunc viverra imperdiet enim.
Multi Asset 7% AuM by 7% 7% 8% Fusce est. Vivamus a tellus
asset class2)
Fixed income 28% 27% 25% 24% • Pellentesque habitant morbi
tristique senectus et netus et
Q4 2020 Net FX Market Other Q1 2021 Net FX Market Other Q4 2021 Net FX Market Other Q1 2022 malesuada fames ac turpis
Flows Perf. Flows Perf. Flows Perf. egestas. Proin pharetra
Quarterly / FY mgmt. fee margin nonummy pede. Mauris et orci
28.3 28.3 27.8 27.6 27.8 27.7
[bps]
1) YoY delta for Q1 2022 is explained as follows: EUR 46 bn Net flows, EUR 22 bn FX, EUR 13 bn Markeet performance and EUR 1 bn Other
2) Average AuM are generally calculated using AuM at the beginning of the period and the end of each calender month
(e.g. 13 reference points for al fuppl year, 4 reference points for a quarter)
FEEDBACK
How did you enjoy the
training session?
I like … I wish …
… …
I learned … Tomorrow I will use for …

… …
CONTACT
DETAILS
steercom GmbH
Danziger Strasse 35 a
20099 Hamburg
THANK YOU
Fon +49 40-511 16 26
Fax +49 40-511 16 36
Web www.steercom.de
E-Mail info@steercom.de
Support support@steercom.de
Vertrieb sales@steercom.de

WS Visualization

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

WS Visualization

Uploaded by

Copyright:

Available Formats

High-class Visualization of Business Presentations

www, 15 NOV 2023

© steercom 2023 | All rights reserved. | High-class Visualization of Business Presentations 2

© steercom 2023 | All rights reserved. | High-class Visualization of Business Presentations 3

Intro SESSION 1: Break SESSION 2 Break SESSION 3 Closing

Tasting Live cooking – Live cooking – Live cooking –

© steercom 2023 | All rights reserved. | High-class Visualization of Business Presentations 4

Five golden rules

Structure Color the Use white Eliminate Use Magic

© steercom 2023 | All rights reserved. | High-class Visualization of Business Presentations 6

Structure the slide based on the message of the slide

Slide Entire presentation

Think and work in a

© steercom 2023 | All rights reserved. | High-class Visualization of Business Presentations 7

Content is usually just put on the slide in no logical order

No attention is paid to whether text is left or right justified

The net result is that the overall appearance is untidy, unclear,

© steercom 2023 | All rights reserved. | High-class Visualization of Business Presentations 8

Good graphic design has a lot to do with structure

Space for your content

© steercom 2023 | All rights reserved. | High-class Visualization of Business Presentations 9

Good graphic design has a lot to do with structure

Space for your content

© steercom 2023 | All rights reserved. | High-class Visualization of Business Presentations 10

Good graphic design has a lot to do with structure

Space for your content Space for your content

Space for your content

© steercom 2023 | All rights reserved. | High-class Visualization of Business Presentations 11

This is the structure to explain a GROUP of 3

© steercom 2023 | All rights reserved. | High-class Visualization of Business Presentations 12

This could be a structure to visualize a CHAIN

© steercom 2023 | All rights reserved. | High-class Visualization of Business Presentations 13

Example – This is what slides often look like

Prepare Different font sizes

© steercom 2023 | All rights reserved. | High-class Visualization of Business Presentations 14

Step 1 – Arrange elements with mathematic exactness

Draw the elements that you need and

For this, use the grid setting and

© steercom 2023 | All rights reserved. | High-class Visualization of Business Presentations 15

Step 2 – Enrich slides with color and visuals

© steercom 2023 | All rights reserved. | High-class Visualization of Business Presentations 16

© steercom 2023 | All rights reserved. | High-class Visualization of Business Presentations 17

Compare for yourself

© steercom 2023 | All rights reserved. | High-class Visualization of Business Presentations 18

Color the slide

Slide Entire presentation

Use colors deliberately,

© steercom 2023 | All rights reserved. | High-class Visualization of Business Presentations 20

The significance of the color spectrum

Only use the Theme colors within your presentation

Never use Standard and Recent colors

© steercom 2023 | All rights reserved. | High-class Visualization of Business Presentations 21

© steercom 2023 | All rights reserved. | High-class Visualization of Business Presentations 22

Carsten bitte noch eine Message einfügen

Selection of colors often appears random

These often do not correspond to the company’s corporate design

© steercom 2023 | All rights reserved. | High-class Visualization of Business Presentations 23

Example – This is what slides often look like

Different color tones Different color tones

assessment, provide findings and •Conceptual/Detailed design

Project Office monitors, facilitates, and assists in issues escalation

© steercom 2023 | All rights reserved. | High-class Visualization of Business Presentations 24

Step 1 – Position the figure according to rule 1

Process Team Process Team