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Current State Assessments andPowerPoint Tips and Tricks from theConsulting World

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2

Page 2

1 Agenda

2 Introductions

3 Our Approach

5 Frequent Consulting Tools

7 Presentation Checklist

4 Current State Assessment Example

8 Ernst & Young Advisory

9 Appendix

Agenda

6 Tips & Tricks for Effective Power Point Slides

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Approach

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IU Football Current State AssessmentPage 5

Approach

Key objectives:

Confirm the businesslandscape

Understand thescope

Develop hypotheses Set strategic direction

for operating model

Key objectives:

Identify root causeissues

Develop businesscase for change

Develop roadmap tochange

Key objectives:

Design a solutionblueprint in line withbusiness caseobjectives

Key objectives:

Transform designblueprint into tangiblesolution

Key objectives:

Realize benefits Identify opportunities

for continuousimprovement

Deliver the

solution

Design a

solution

Diagnose the

reason

Identify the

problem

Sustain the

benefits

In case studies and in practice, a proper problem solving approach invariably leads to betteroutcomes. Ernst & Youngs IDDDS approach can help facilitate better outcomes in both

academic and professional contexts

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Current State Assessment Example

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Indiana University FootballCurrent State AssessmentPrepared for IU Foundation Athletic Department

24 February 2011

For Illustrative Purposes Only

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1 Agenda

2 Project Overview

3 Our Approach

5 Benchmarking

6 Opportunity Matrix

4 Key Observations

7 Roadmap/Timeline

8 Next Steps

9 Appendix

AgendaFor Illustrative Purposes Only. Just for Fun!

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Sports in Scope

Project Overview

ABC Consulting has been engaged to review the current Indiana University Football program tolook for opportunities to improve the winning percentage of the football team over the next five

years.

Wrestling

Football

Mens Golf

Mens Soccer

Womens Basketball

Womens Cross CountryMens Cross Country

Field Hockey

Womens Golf

Rowing

Womens Soccer

Softball

Mens Swimming & Diving

Mens Tennis

Womens Swimming & Diving

Mens Basketball

Womens Tennis

Baseball

Volleyball

Womens Track & Field

Water Polo

Mens Track & Field

IU Football

Bloomington, IN

Project Timeline

BeyondAug-11Jul-11Jun-11May-11Apr-11Mar-11Feb-11Jan -11Dec-10Nov-10Oct-10

Planning Phase Current State Assessment Strategy and Roadmap Deployment Monitor/Improve

For Illustrative Purposes Only. Just for Fun!

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Our ApproachIs the Football team operating efficiently and effectively?

Recruiting

Conditioning

Functional training

Game day readiness

Game day execution

Player rehabilitation

Academic performance

General management

Football sub-functions

Performancemeasurement

Policy Process

TechnologyData People

Organization


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Key Observations

Primary observations

The Indiana University Football team has lost many close games (less thanseven point loss) during the past 3-4 seasons.

IU Football is routinely outscored during the fourth quarter of the game

The recruiting class of the previous five seasons had mean strength, speed, andabove average flexibility compared to the Big Ten average.

The top ten recruits from the previous five seasons had below average strengthand speed compared to the same peer group in the Big Ten.

The funding and budget of the football team is in the lower quartile compared to

its Big Ten peers.

The number of recruiters (2) is below the Big Ten mean of 4.2.

Fan attendance (as a percent of stadium seats filled) and student attendance(as a percentage of total student body) is well below Big Ten average.

Player and coaching performance is highly variable on a game-to-game basis.

Key Findings and Recommendations

The Big Ten and its teams will remain unchanged

The Old Oaken Bucket game will continue to be played

The size of the stadium and ticket prices can not be changed

Adequate funding is available for investment

Student/Athletes are still prohibited from accepting funds from alumni

Hire and train 4 additional recruiters

Purchase T-shirt cannons

Increase player cardiovascular training plan

Switch ice cream vendor to Chocolate Moose

Develop competitor analysis package

Game Day Nutrition Overhaul

Purchase New Massage Tables Recruit Identification Redesign

Remodel Indiana Locker Room

Academic Crisis Mitigation Plan

Increase player physical strength

Organizational Rationalization

Student Marketing Campaign

Hire John Madden to announce home games

Develop Analytical Package for Play Selection

Assumptions


F Ill i P O l J f F !

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Benchmark Assessment

Dimension CommentsBenchmark/Assessment

Recruiting

Indianas number of recruiters (2) is well below the average benchmark of 6 recruiters atcompetitor schools.

Number of Recruiters 62 40 8+

Little Zagrebs 68 ounce husky cut prime rib and fancy red table clothes provide one of the

best dining experiences for recruits visiting the school. Purdue s venue: Cracker BarrelQuality of Dinner Venue

42 31 5

Indianas acceptance rate for targeted recruits who visit campus (40%) is substantially lowerthan its competitors (80%)

Acceptance Rate 80%40% 60%20% 100%

Conditioning

Based on our proprietary cardiovascular assessment method, Indianas cardiovascularendurance is well below its competitors.

Cardiovascular Endurance42 31 5

Indianas physical strength assessment shows that it performs very close to top quartile of

competitorsPhysical Strength 42 31 5

Indianas physical strength assessment shows that it performs very close to top quartile of

competitorsFlexibility

42 31 5

Po

sitionTraining

In testing the offensive team, they perform significantly above the top quartile of competitors.Knowledge of Offensive42 31 5

In testing the offensive team, they perform at approximately the top quartile of competitors.Knowledge of Defense42 31 5

Indianas knowledge of its competitors and identifying opposing play schemes is significantly

below its competitors.Competitor recognition

42 31 5

Academics

Indiana players take an average of 16.2 credit hours v. the top quartile of 12.3.Average Credit Hours 10 128 16+

Indianas grade point average is slightly above the peers in the top quartile.Grade Point Average42 31 5

While Indiana has a higher than average GPA, its players ineligible due to poor grades is wellabove the top quartile average.

Players Ineligible Grades42 31 5

14

Indiana Peer Group Top Quartile


F Ill t ti P O l J t f F !

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Difficult Easy

High

Low

ImprovementOpportunity / Benefit

Ease of Implementation

Hire and train 4additional recruiters

14Hire John Madden toannounce home games

1

6Remodel Indiana LockerRoom

7Purchase NewMassage Tables

2Purchase T-shirtcannons

4Increase playercardiovascular training plan

OrganizationalRationalization

5Develop competitoranalysis package

Develop AnalyticalPackage for PlaySelection

15

13Student MarketingCampaign

Game Day NutritionOverhaul

11Increase player

physical strength

9

8Recruit IdentificationRedesign

10Academic CrisisMitigation Plan

123

Switch ice cream vendor toChocolate Moose

Prioritized Opportunity MatrixFor Illustrative Purposes Only. Just for Fun!

F Ill t ti P O l J t f F !

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Mar

2011

Apr

2011

May

2011

Jun

2011

Jul

2011

Aug

2011

Sep

2011

Oct

2011

Nov

2011

Dec

2011

Jan

2012

Feb

2012 Beyond Feb 2012

Hire and train 4 additional recruiters

Purchase T-shirt cannons

Switch ice cream vendor toChocolate Moose

Game Day Nutrition Overhaul

Develop Analytical Package for Play Selection

Increase playercardiovascular trainingplan

Develop competitor analysis package Student Marketing Campaign

Increase player physical strength

Recruit Identification Redesign

Recommended Initiative Timeline

Develop Analytical Package for PlaySelection

Hire John Madden to announcehome games

Student Marketing CampaignAcademic Crisis Mitigation Plan

Remodel Indiana Locker Room


For Illustrative Purposes Only Just for Fun!

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Discuss roadmap with leadership

Define project plan for each initiative

Build business case for each initiative

Gain final approval for initiative deployment

Deploy initiative

Monitor and control

Next StepsFor Illustrative Purposes Only. Just for Fun!

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Appendix

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Commonly Used Consulting Tools

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Planning Workshop


Project Charter

Statement of Work (SOW) Process Map

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Benchmark Assessment

Organizational Assessment

Maturity Model Assessment

Issues and Opportunity Matrix

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Tips & Tricks for Effective Power PointSlides

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Executive Summary High Level Summary of Main Points

1 2 slides (or placemat style)

Slide(s) must be able to stand on their own

Report Presentation of findings and recommendations

Intended as a written report, not a presentation

Needs to be well organized follow a logical flow

Status Update 1 2 slides

Highlights priority issues and risks

Uses visual clues to draw attention to priority items

Configure Your Slides Based on the MessageYou Are Delivering

Power Point slides are a practical medium to deliver a variety of contentunderstanding your audience and ultimate objectives will guide you in determining the most

effective layout to clearly communicate your message.

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The Anatomy of an Effective Slide

The best ideas are often lost due to poor organization. Effective slides should enhance your message not detract from it.

Descriptive Title Tells the story

Page Numbers

Slide TrackerReference point for the reader

Graph Key

FooterPresentation Title / Purpose / Scope

Graph ContentOrganized in a table as opposed to

making the graph busy

GraphEasy to read with both axes

labeled

Each slide should tell a clear story

AlignmentSlide content does not spill over

into margins

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Formatting Graphs

Charts and graphs are one of the most popular ways to turn data into useful information. Spend time to make your chart easy to read and the message clear.

Same data presented in 2 d if ferent

formats

Use the WSJ or other business

publications for ideas on graph/chart

layouts

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Formatting Tables

Use tables instead of objects or shapes for a cleaner presentation. Tables can be formatted the same as objects and are much easier to work with.

Same data presented in 2 d if ferent

formats

Use the WSJ or other business

publications for ideas on graph/chart

layouts

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Customize your Toolbar:

1. Office Button

2. PPT Options

3. Customize

4. Add to Quick Access

Toolbar

Select Shortcut Buttons:

Distribute

Evenly distributes

selected shapes

horizontally or vertically

Align

Right, left or center align

selected shapes

Bring Objects Front/Back

Bring objects forward or

backward in relation to

other objects

Group

Groups selected shapes

into one

Useful Shortcuts & Tools

Becoming familiar with PowerPoint shortcuts & tools will allow you to create professional looking slides quickly and easily.

1. View Tab

2. Slide Master

Use this slide to add:

- Page numbers

- Document name

- Common font type

- Etc.

1. Home Tab

2. Arrange

3. Align

4. Grid Settings

Use drawing guides toalign objects to a

common line

A convenient way to

achieve common

alignment across

multiple slides

Slide Master

Drawing Guides

Customized Tool Bar

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Useful Shortcuts & Tools

Becoming familiar with PowerPoint shortcuts will allow you to create professional looking slides quickly and

easily.

Text Shapes

Description Keys Description Keys

Change Case of Letters Shift + F3 Group Shapes or Objects Ctrl + G

Subscript Ctrl + = Ungroup Shapes or Objects Ctrl + Shift + G

Superscript Ctrl + Shift + + Show or hide drawing grid Shift + F9

Remove Manual Formatting Ctrl + Space Show or hide guides Alt + F9

Copy shape or object attributes Ctrl + Shift + C

Center Paragraph Ctrl + E Paste shape or object attributes Ctrl + Shift + VAlign Paragraph Left Ctrl + L Repeat any action or formatting F4

Align Paragraph Right Ctrl + R

Select Text Box F2 Presentation

Change font size Ctrl + Shift + P Description Keys

Increase font size Ctrl + Shift + > Play Slide Show F5

Decrease font size Ctrl + Shift + < Go to slide number Number + Enter

Change font Ctrl + Shift + F Display/Return Black Screen B

Character menu Ctrl + T Display/Return White Screen W

Return to First Slide 1 + Enter

Delete word to left Ctrl + Backspace

Delete word to right Ctrl + Delete Slides

Move arrow one word left Ctrl + Left Description Keys

Move arrow one word right Ctrl + Right Insert New Slide Ctrl + M

Move to beginning of text box Ctrl + Home Make Copy of Selected Slide Ctrl + D

Move to end of text box Ctrl + End

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Conclusion

Tell a compelling story

Less is more

Leverage good ideas

Details matter

Creating an effective PowerPoint presentation that looks professional takes practice. Learning a few guiding

principles will give you a set of tools that you can rely on in any circumstance.

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Presentation Checklist

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Presentation Checklist

Review

All slides follow a common master template

Font theme and size is consistent for sections

Slides are numbered

Punctuation of bullets is consistent

No hanging bullets are present

Contents of presenter notes can be shared (ifdistributed electronically)

Headings, paragraphs and graphics are aligned

Plan

Objectives of the presentation/deliverable areclearly established and understood by team

Audience is well identified Values Delivery constraints to this specific audience Content knowledgeWillingness to accept Opinions/ perceptions of your team

Deliver

Rehearse. Rehearse. Rehearse.

Be animated, enthusiastic and direct in delivery

Encourage conversation and audienceinvolvement

Q&A

Pause to consider question

Focus on the entire audience with eye contact

Organize

Presentation is structured in a logical order tomaximize understanding and buy-in (e.g.Situation, Complication, Question, Answer)

Slide order and headings tell the story beingpresented

Tables and graphs are utilized effectively for theinformation presented

Clear titles Appropriate chart type

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Ernst & Young Advisory

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Facts about Ernst & Young

Revenue of $21.4 billion (2009)

144,000 people

More than 640 locations in 140 countries

Serving clients from startups to multinationals inevery industry

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What we do

Advisory Risk Information Technology Risk and Assurance Performance Improvement

Assurance External Audit Fraud Investigation and Dispute Services

Tax Advisory, reporting and operations

Transactions Transaction Support, Transaction Tax, Valuation, and more

Helping clients evaluate, plan and execute transactions

Specialty sub-service lines Including the Financial Services Office

O

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Our global areas

EMEIA

People: 68,700+Revenue: $9.6 billion

Oceania

People: 7,000+Revenue: $800 million

Americas


Driving seamless, consistent, high-quality

client service worldwide

Far East


Japan


Ad i i k t

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Advisory a growing market

Advisory services market of $150 billion

Ernst & Young Advisory is a US$3.6billion global practice

19,000 skilled professionals worldwide

one of the broadest global advisorynetworks of any professional servicesorganization

Account-centric, issue-based andcompetency-driven

Client

Ad i k t iti i

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Advisory our market positioning

Systems integrationand outsourcingmarket

Strategymarket Business

performancemarket

Ernst & Young

Advisory

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Advisory our cross-functional approach

IT RiskTransformation

IT Internal Audit IT Internal

Controls IT Assurance IT Risk

Management Application Risk Infrastructure

Risk (info

security) Data Risk (IMAS)

RiskTransformation

Internal Audit Internal Controls

FinancialServices RiskManagement

Actuarial

Finance Supply Chain Customer IT Advisory

People andOrganization

StrategicDirection

ProgramManagement

IT Risk & AssurancePerformance

Improvement

Asset Management

Automotive

Banking and

Capital Markets

ConsumerProducts

Government

Healthcare

Insurance

Life Sciences

Media andEntertainment

Oil & Gas

Power and

UtilitiesPrivate Equity

Real Estate

Technology

Telecom

Risk

Sectors Sub-service lines

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A typical week in the life of an advisor

Monday Tuesday Wednesday Thursday Friday

Travel to client Plan week/team

meeting

Initiate long leadtime actions

6:30-8:00 p.m.:leave client site

Check into hotel

7:30-8:00 a.m.:start

Handle majorityof work (do notwait)

Conduct clientmeetings

Work with teamon deliverables


7:30-8:00 a.m.:start


Continue to workwith team ondeliverables


7:30-8:00 a.m.:start

Conduct clientupdate

Report statusto client


Continue to workwith team ondeliverables

Leave for airportwith just enoughtime to make yourflight goodconsultants neverleave too early

and never miss aflight

Travel home (atend of businessday)

In city/home office: Log on

Have cell phone on

Work ondeliverables as if atclient site

Submit timesheet

Submit expenses

Reach out to teamto see if anything isneeded before endof day

Do any non-client-related work that isrequired, such asfirm web-basedlearning, travel

arrangements,expenses,networking orbusinessdevelopment

Team Dinner (usually one per week, sometimes more)

Internal practice calls (i.e., all-hands, committees,etc.) frequency and timing varies by week

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Variety and the opportunity for continuousadvancement

Client engagement assignment

Research

Analysis

Presentations

Teamwork Internal initiatives and external activities

Campus recruiting

Global methodology development

Community involvement

Professional development

Learning

Experiences

Coaching

Partner

Staff

2 to 3 Years

Senior

Manager

3 to 6 Years

Senior manager

5 to 7 Years

3 to 4 Years

Career opportunities Career progression1

1This career progression timeline is general guidance; actual advancement varies based on an individuals performance.

Wh l ki f ?

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Who are we looking for?

Excellent analytical and problem-solving skills

Excellent verbal and written communication skills

A high level of motivation and a self-starting attitude for both client

engagements and to help build the practice A strong work ethic and the ability to work in a collaborative environment in

Performance Improvement a team player

Willingness to travel on short notice to meet client needs; travel is estimated

at 80%

Staff advisors are top-notch candidates from top-tier business schools:

A di Ti d T i k

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Appendix: Tips and Tricks

A di C l U d Sh t t K

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Appendix: Commonly Used Shortcut Keys

for PowerPointShapes

Group shapes select shapes CTRL+GUngroup CTRL+SHIFT+G

Copy attributes of a shape (format painter)CTRL+SHIFT+CCTRL+SHIFT+V

Change or Resize Font

Change the font CTRL+SHIFT+F

Change the font size CTRL+SHIFT+PIncrease the font size of the selected text CTRL+SHIFT+>

Decrease the font size of the selected text CTRL+SHIFT+

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