5 Simple Rules for Making Slides that Make More Sense Certified - PowerPoint PPT Presentation

5 Simple Rules for Making Slides that Make More Sense

Certified Designer Refresher Training, LLC >20 years of experience >2000 presentations >100K people trained Wendy Gates Corbett Making slide design simple

Poll Question #1 Yes or no: have you ever thought “I’d make better slides if I had more time.”?

A Bit of The 5 Favorite Brain Science Rules Tips & Tools

A Bit of The 5 Favorite Brain Science Rules Tips & Tools

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Poll Question #2 Which types of presentation slides drive you bonkers when you’re in the audience?  Slides with too many words  Slides with words that are too small to read  Slides with too much data for me to follow  All of the above

A Bit of The 5 Favorite Brain Science Rules Tips & Tools

Rule #1 More is not better

Before FINANCIAL RESULTS OVERVIEW $1,00,000 Revenues Expenses Assets Liabilities 16,000 $80,000 14,493 14,777 14,000 $60,000 12,000 10,976 $40,000 11,437 10,655 10,471 10,000 $20,000 9,525 9,295 8,000 $- 2015 2016 2017 2018 2015 2016 2017 2018 30,000 Cash Flows Net Assets 25,000 6000 20,000 5000 4000 15,000 3000 10,000 2000 5,000 1000 0 - 2015 2016 2017 2018 2015 2016 2017 2018 Operating Cash Total Cash URNA TRNA PRNA 17

After FINANCIAL RESULTS OVERVIEW $1,00,000 Assets Liabilities $80,000 $60,000 $40,000 $20,000 $- 2015 2016 2017 2018 18 18

After FINANCIAL RESULTS OVERVIEW $1,00,000 Assets Liabilities $80,000 $60,000 $40,000 $20,000 $- 2015 2016 2017 2018

Before RECENTLY ISSUED STANDARDS FASB ASU No. 2016-14 Not-for-Profit Entities (Topic 958): Presentation of  Financial Statements of Not-for-Profit Entities. Effective for years beginning after December 15, 2017 (FY18-19)  Enhances disclosures about:  Liquidity and available resources  Methods used to allocate expenses  Underwater endowments  Governing board designations  Composition of net assets (two classes)  FASB ASU No. 2014-09, ASU No. 2015-14, ASU No. 2016-08 (Amendments  to FASB ASC Topic 606 – Revenue from Contract with Customers) Effective for years beginning after December 15, 2018 (FY19-20)  Conforms GAAP and IFRSs  “Depicts the transfer of promised goods or services to customers in an  amount that reflects the consideration to which an entity expects in exchange for those goods or services.” A five-step approach  20

Before RECENTLY ISSUED STANDARDS FASB ASU No. 2016-02 (Topic 842): Leases.  Effective for years beginning after December 15, 2019 (FY20-21)  Requires entities to recognize assets and liabilities on the balance sheet for long term leasing transactions.  FASB ASU No. 2016-15 (Topic 230) – Classification of Certain Cash Receipts and Cash Payments  Effective for years beginning after December 15, 2018 (FY19-20)  Provides guidance on eight specific cash flow issues:  Debt prepayment or debt extinguishment costs  Settlement of zero-coupon debt instruments  Contingent consideration payments after business combination  Proceeds from settlement of insurance claims  Proceeds from settlement of corporate owned insurance policies  Distributions received from equity method investees  Beneficial interest in securitized transactions  Separately identifiable cash flows and application of predominance principle.  FASB ASU No. 2016-18 (Topic 230) – Statement of Cash Flows  Effective for years beginning after December 15, 2018 (FY19-20)  Restricted cash and cash equivalents should be included with cash and cash equivalents when reconciling  beginning-of-period and end-of-period total amounts. 21

After 5 RECENTLY ISSUED STANDARDS 1. FASB ASU No. 2016-14 Not-for-Profit Entities (Topic 958): Presentation of Financial Statements of Not-for-Profit Entities 2. FASB ASU No. 2014-09, ASU No. 2015-14, ASU No. 2016-08 (Amendments to FASB ASC Topic 606 – Revenue from Contract with Customers) 3. FASB ASU No. 2016-02 (Topic 842) – Leases 4. FASB ASU No. 2016-15 (Topic 230) – Classification of Certain Cash Receipts and Cash Payments 5. FASB ASU No. 2016-18 (Topic 230) – Statement of Cash Flows 22

After FASB ASU No. 2016-14 Not-for-Profit Entities (Topic 958): Presentation of Financial Statements of Not-for-Profit Entities  Effective for years beginning after December 15, 2017 (FY18-19)  Enhances disclosures about:  Liquidity and available resources  Methods used to allocate expenses  Underwater endowments  Governing board designations  Composition of net assets (two classes) 23

After FASB ASU No. 2016-14 Not-for-Profit Entities (Topic 958): Presentation of Financial Statements of Not-for-Profit Entities Effective for years beginning after December 15, 2017 (FY18-19)  Enhances disclosures about:  Liquidity and available resources  Methods used to allocate expenses  Underwater endowments  Governing board designations  Composition of net assets (two classes)  24

“Is this really necessary?”

Rule #2 Don’t dump the data

Before FINANCIAL RESULTS OVERVIEW $1,00,000 Revenues Expenses Assets Liabilities 16,000 $80,000 14,493 14,777 14,000 $60,000 12,000 10,976 $40,000 11,437 10,655 10,471 10,000 $20,000 9,525 9,295 8,000 $- 2015 2016 2017 2018 2015 2016 2017 2018 30,000 Cash Flows Net Assets 25,000 6000 20,000 5000 4000 15,000 3000 10,000 2000 5,000 1000 0 - 2015 2016 2017 2018 2015 2016 2017 2018 Operating Cash Total Cash URNA TRNA PRNA 27

Before REVENUE AND EXPENSES OVERVIEW Revenues Expenses 16,000 14,493 14,777 14,000 12,000 10,976 11,437 10,655 10,471 10,000 9,525 9,295 8,000 2015 2016 2017 2018 28

After THREE KEY DRIVERS FOR 2017 REVENUES Revenues Expenses 16,000 14,493 14,493 14,000 12,000 10,000 8,000 2015 2016 2017 2018 29

After A KEY DRIVER OF INCREASE IN 2018 EXPENSES Revenues Expenses 16,000 14,000 12,000 11,437 11,437 10,000 8,000 2015 2016 2017 2018 30

Before Acme’s revenue growth over the last 35 years 1200 1000 Yearly Revenue (millions) 800 600 400 200 0 1987 1992 1997 2002 2007 2012 2017 Product 1 Product 2 Product 3 Product 4 Product 5 31

After Acme’s revenue growth over the last 35 years 1200 1200 Yearly Revenue (millions) Product 1 1000 Product 2 Yearly Revenue (millions) 800 Product 3 600 Product 4 400 200 Product 5 200 0 1987 1992 1997 2002 2007 2012 2017 1987 2002 2017

Group 1 Group 2 Group 3 Mar 16 – Mar 17 – Mar 16 – Mar 17 – Mar 16 – Mar 17 – Feb 17 Feb 18 Feb 17 Feb 18 Feb 17 Feb 18 Demographics Population A 3,578 3,632 515 522 563 612 Population B 6,489 6,602 709 717 604 664 Average 34.3 33.0 54.3 52.9 73.6 72.5 % (Current) 43.4 43.2 42.2 41.4 33.4 34.2

Q1 Client Project Status: Exceeded Goals Number of Projects Completed 6 5 4 3 2 1 0 January February March Client A Client B Client C

Q1 Client Project Status: Exceeded Goals Number of Projects Completed 6 5 4 3 2 1 0 January February March Client A Client B Client C

Rule #3 Give them a clue

Our Understanding  Acme needs an Enterprise Resource Planning (ERP) for their partners group that is global, phased, and cost effective  Acme needs a strategy and roadmap to optimize efficiency in implementing a shared services model  In parallel, Acme needs program management and change management to facilitate a seamless transition from the current to the future state of this highly visible and complex transformation  Given the global economy, Acme needs a trusted advisor to deliver services in a most cost-effective manner  All the 3 programs need to be well coordinated and worked upon together.  The design should be such that it can be easily leveraged out to other upstream and downstream partners in future.

Acme Needs a Seamless, Phased Widget System Global, phased, and cost effective Strategy to optimize Seamless transition Scalable

Q1 Client Project Status Number of Projects Completed 6 5 4 3 2 1 0 January February March Client A Client B Client C

Q1 Client Project Status: Exceeded Goals Number of Projects Completed 6 5 4 3 2 1 0 January February March Client A Client B Client C

Before FINANCIAL RESULTS OVERVIEW $1,00,000 Revenues Expenses Assets Liabilities 16,000 $80,000 14,493 14,777 14,000 $60,000 12,000 10,976 $40,000 11,437 10,655 10,471 10,000 $20,000 9,525 9,295 8,000 $- 2015 2016 2017 2018 2015 2016 2017 2018 30,000 Cash Flows Net Assets 25,000 6000 20,000 5000 4000 15,000 3000 10,000 2000 5,000 1000 0 - 2015 2016 2017 2018 2015 2016 2017 2018 Operating Cash Total Cash URNA TRNA PRNA 41

After STEADY GROWTH IN RNA NET ASSETS 30,000 25,000 20,000 15,000 10,000 5,000 - 2015 2016 2017 2018 URNA TRNA PRNA 42

Rule #4 Use BIG words