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Current State Assessments and PowerPoint Tips and Tricks from the Consulting World

Agenda
1 2 3 4 5 6 7 8 9
2 Page 2

Agenda Introductions Our Approach Current State Assessment Example Frequent Consulting Tools Tips & Tricks for Effective Power Point Slides Presentation Checklist Ernst & Young Advisory Appendix

Introductions

Approach

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

Identify the problem


Key objectives: Confirm the business landscape Understand the scope Develop hypotheses Set strategic direction for operating model

Diagnose the reason


Key objectives: Identify root cause issues Develop business case for change Develop roadmap to change

Design a solution
Key objectives: Design a solution blueprint in line with business case objectives

Deliver the solution


Key objectives: Transform design blueprint into tangible solution

Sustain the benefits


Key objectives: Realize benefits Identify opportunities for continuous improvement

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IU Football Current State Assessment

Current State Assessment Example

For Illustrative Purposes Only

Indiana University Football Current State Assessment


Prepared for IU Foundation Athletic Department
24 February 2011

For Illustrative Purposes Only. Just for Fun!

Agenda
1 Agenda

2
3 4 5 6 7 8 9
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Project Overview
Our Approach Key Observations Benchmarking Opportunity Matrix Roadmap/Timeline Next Steps Appendix
IU Football Current State Assessment

For Illustrative Purposes Only. Just for Fun!

Project Overview

ABC Consulting has been engaged to review the current Indiana University Football program to look for opportunities to improve the winning percentage of the football team over the next five years.
Sports in Scope
Football Mens Cross Country Mens Basketball Mens Golf Mens Soccer Mens Swimming & Diving Mens Tennis Field Hockey Womens Cross Country Womens Basketball Womens Golf Womens Soccer
Womens Swimming & Diving

Womens Tennis Rowing Softball

IU Football Bloomington, IN

Wrestling Baseball

Mens Track & Field


Water Polo

Womens Track & Field


Volleyball

Project Timeline
Oct-10 Nov-10 Dec-10 Jan -11 Feb-11 Mar-11 Apr-11 May-11 Jun-11 Jul-11 Aug-11 Beyond

Planning Phase

Current State Assessment

Strategy and Roadmap Deployment

Monitor/Improve

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IU Football Current State Assessment

For Illustrative Purposes Only. Just for Fun!

Our Approach
Is the Football team operating efficiently and effectively?

Football sub-functions Recruiting


Performance measurement

Conditioning Functional training Game day readiness

Policy

Process

Organizat ion

Game day execution Player rehabilitation

Dat a

People

Technology

Academic performance General management

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IU Football Current State Assessment

For Illustrative Purposes Only. Just for Fun!

Key Observations
Primary observations

Key Findings and Recommendations


The Indiana University Football team has lost many close games (less than seven 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, and above average flexibility compared to the Big Ten average. The top ten recruits from the previous five seasons had below average strength and 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.

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

Assumptions

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

Develop Analytical Package for Play Selection

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IU Football Current State Assessment

For Illustrative Purposes Only. Just for Fun!

Benchmark Assessment
Dimension Benchmark/Assessment Comments
Indianas number of recruiters (2) is well below the average benchmark of 6 recruiters at competitor schools. 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 Barrel Indianas acceptance rate for targeted recruits who visit campus (40%) is substantially lower than its competitors (80%) Based on our proprietary cardiovascular assessment method, Indianas cardiovascular endurance is well below its competitors. Indianas physical strength assessment shows that it performs very close to top quartile of competitors Indianas physical strength assessment shows that it performs very close to top quartile of competitors

Recruiting

Number of Recruiters

0 1
20%

2 2
40%

4 3
60%

6 4

8+ 5

Quality of Dinner Venue

Acceptance Rate

80% 100%

Conditioning

Cardiovascular Endurance

1 1 1

2 2 2

3 3 3

4 4 4

5 5 5

Physical Strength

Flexibility

Position Training

Knowledge of Offensive

1 1 1

2 2 2

3 3 3

4 4 4

5 5 5

In testing the offensive team, they perform significantly above the top quartile of competitors. In testing the offensive team, they perform at approximately the top quartile of competitors. Indianas knowledge of its competitors and identifying opposing play schemes is significantly below its competitors.

Knowledge of Defense

Competitor recognition

Academics

Average Credit Hours

10

12

14

16+

Indiana players take an average of 16.2 credit hours v. the top quartile of 12.3. Indianas grade point average is slightly above the peers in the top quartile. While Indiana has a higher than average GPA, its players ineligible due to poor grades is well above the top quartile average.

Grade Point Average

1
1

2
2

3
3

4
4

5
5

Players Ineligible Grades

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IU Football Current State Assessment

Indiana

Peer Group Top Quartile

For Illustrative Purposes Only. Just for Fun!

Prioritized Opportunity Matrix

14
High

Hire John Madden to announce home games

Develop competitor analysis package

Hire and train 4 additional recruiters

Recruit Identification Redesign

4
Increase player cardiovascular training plan

15
Improvement Opportunity / Benefit

Develop Analytical Package for Play Selection

3
Switch ice cream vendor to Chocolate Moose

Organizational Rationalization

12

2
Purchase T-shirt cannons

11
Increase player physical strength

10
Academic Crisis Mitigation Plan

7
Purchase New Massage Tables

13
Student Marketing Campaign

6
Game Day Nutrition Overhaul

Remodel Indiana Locker Room

Low

Difficult

Ease of Implementation

Easy

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IU Football Current State Assessment

For Illustrative Purposes Only. Just for Fun!

Recommended Initiative Timeline


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

Develop competitor analysis package

Student Marketing Campaign

Hire and train 4 additional recruiters Increase player cardiovascular training plan Increase player physical strength Purchase T-shirt cannons Switch ice cream vendor to Chocolate Moose Game Day Nutrition Overhaul Recruit Identification Redesign Develop Analytical Package for Play Selection

Hire John Madden to announce home games

Academic Crisis Mitigation Plan

Develop Analytical Package for Play Selection Student Marketing Campaign

Remodel Indiana Locker Room

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IU Football Current State Assessment

For Illustrative Purposes Only. Just for Fun!

Next Steps

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
IU Football Current State Assessment

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Appendix

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IU Football Current State Assessment

Commonly Used Consulting Tools

Commonly Used Consulting Tools


Planning Workshop Project Charter

Statement of Work (SOW)

Process Map

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IU Football Current State Assessment

Commonly Used Consulting Tools


Benchmark Assessment Maturity Model Assessment

Issues and Opportunity Matrix

Organizational Assessment

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IU Football Current State Assessment

Tips & Tricks for Effective Power Point Slides

Configure Your Slides Based on the Message You Are Delivering


Power Point slides are a practical medium to deliver a variety of content understanding your audience and ultimate objectives will guide you in determining the most effective layout to clearly communicate your message.

High Level Summary of Main Points 1 2 slides (or placemat style) Slide(s) must be able to stand on their own

Executive Summary

Presentation of findings and recommendations Intended as a written report, not a presentation Needs to be well organized follow a logical flow

Report

1 2 slides Highlights priority issues and risks Uses visual clues to draw attention to priority items

Status Update

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IU Football Current State Assessment

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

Slide Tracker

Reference point for the reader

Graph

Easy to read with both axes labeled

Graph Content

Organized in a table as opposed to making the graph busy

Graph Key

Page Numbers
Alignment Slide content does not spill over into margins

Footer

Presentation Title / Purpose / Scope

Each slide should tell a clear story


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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 different formats

Use the WSJ or other business

publications for ideas on graph/chart layouts


IU Football Current State Assessment

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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 different formats

Use the WSJ or other business

publications for ideas on graph/chart layouts


IU Football Current State Assessment

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Useful Shortcuts & Tools


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

Customized Tool Bar


Customize your Toolbar: 1. 2. 3. 4. Office Button PPT Options Customize Add to Quick Access Toolbar

Slide Master
1. 2.

View Tab Slide Master - Page numbers - Document name - Common font type - Etc.

Use this slide to add:

Select Shortcut Buttons: Distribute


Evenly distributes

selected shapes horizontally or vertically Align


Right, left or center align

Drawing Guides
1. 2. 3. 4.

Home Tab Arrange Align Grid Settings align objects to a common line

selected shapes Bring Objects Front/Back


Bring objects forward or

Use drawing guides to

backward in relation to other objects Group


Groups selected shapes

A convenient way to

into one

achieve common alignment across multiple slides

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IU Football Current State Assessment

Useful Shortcuts & Tools


Becoming familiar with PowerPoint shortcuts will allow you to create professional looking slides quickly and easily.
Text
Description Change Case of Letters Subscript Superscript Remove Manual Formatting Center Paragraph Align Paragraph Left Keys Shift + F3 Ctrl + = Ctrl + Shift + + Ctrl + Space Ctrl + E Ctrl + L Description Group Shapes or Objects Ungroup Shapes or Objects Show or hide drawing grid Show or hide guides Copy shape or object attributes Paste shape or object attributes Repeat any action or formatting

Shapes
Keys Ctrl + G Ctrl + Shift + G Shift + F9 Alt + F9
Ctrl + Shift + C

Ctrl + Shift + V F4

Align Paragraph Right


Select Text Box Change font size Increase font size Decrease font size Change font Character menu Delete word to left Delete word to right Move arrow one word left Move arrow one word right Move to beginning of text box Move to end of text box

Ctrl + R
F2 Ctrl + Shift + P Ctrl + Shift + > Ctrl + Shift + < Ctrl + Shift + F Ctrl + T Ctrl + Backspace Ctrl + Delete Ctrl + Left Ctrl + Right Ctrl + Home Ctrl + End Description Insert New Slide Make Copy of Selected Slide Description Play Slide Show Go to slide number Display/Return Black Screen Display/Return White Screen Return to First Slide

Presentation
Keys F5 Number + Enter B W 1 + Enter

Slides
Keys Ctrl + M Ctrl + D

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IU Football Current State Assessment

Conclusion
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.

Tell a compelling story Less is more Leverage good ideas Details matter

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IU Football Current State Assessment

Presentation Checklist

Presentation Checklist
Plan

Organize

Objectives of the presentation/deliverable are clearly established and understood by team Audience is well identified Values Delivery constraints to this specific audience Content knowledge Willingness to accept Opinions/ perceptions of your team

Presentation is structured in a logical order to maximize understanding and buy-in (e.g. Situation, Complication, Question, Answer) Slide order and headings tell the story being presented Tables and graphs are utilized effectively for the information presented

Clear titles Appropriate chart type

Review

Deliver

All slides follow a common master template Font theme and size is consistent for sections Slides are numbered

Rehearse. Rehearse. Rehearse. Be animated, enthusiastic and direct in delivery

Punctuation of bullets is consistent


No hanging bullets are present Contents of presenter notes can be shared (if distributed electronically) Headings, paragraphs and graphics are aligned

Encourage conversation and audience involvement


Pause to consider question Focus on the entire audience with eye contact

Q&A

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IU Football Current State Assessment

Ernst & Young Advisory

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 in every industry

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IU Football Current State Assessment

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

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IU Football Current State Assessment

Our global areas

Americas
People: 41,500+ Revenue: $8.6 billion

Japan
People: 7,000+ Revenue: $1.1 billion

EMEIA
People: 68,700+ Revenue: $9.6 billion

Oceania
People: 7,000+ Revenue: $800 million

Far East
People: 19,700+ Revenue: $1.1 billion

Driving seamless, consistent, high-quality client service worldwide


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Advisory a growing market

Advisory services market of $150 billion Ernst & Young Advisory is a US$3.6 billion global practice 19,000 skilled professionals worldwide one of the broadest global advisory networks of any professional services organization Account-centric, issue-based and competency-driven

Client

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IU Football Current State Assessment

Advisory our market positioning


Strategy market

Business performance market

Ernst & Young Advisory


Systems integration and outsourcing market

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IU Football Current State Assessment

Advisory our cross-functional approach


Sectors
Asset

Sub-service lines
Performance Improvement

Management Automotive Banking and Capital Markets Consumer Products Government Healthcare Insurance Life Sciences Media and Entertainment Oil & Gas Power and Utilities Private Equity Real Estate Technology Telecom

Risk

IT Risk & Assurance


Risk Transformation Internal Audit Internal Controls Financial Services Risk Management Actuarial

IT Risk Transformation IT Internal Audit IT Internal Controls IT Assurance IT Risk Management Application Risk Infrastructure Risk (info security) Data Risk (IMAS)

Finance Supply Chain Customer IT Advisory People and Organization Strategic Direction Program Management

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IU Football Current State Assessment

A typical week in the life of an advisor


Monday

Tuesday

Wednesday

Thursday

Friday In city/home office: Log on Have cell phone on Work on deliverables as if at client site Submit timesheet Submit expenses Reach out to team to see if anything is needed before end of day Do any non-clientrelated work that is required, such as firm web-based learning, travel arrangements, expenses, networking or business development

Travel to client Plan week/team meeting Initiate long lead time actions

7:30-8:00 a.m.: start Handle majority of work (do not wait) Conduct client meetings Work with team on deliverables

7:30-8:00 a.m.: start Conduct client meetings Continue to work with team on deliverables

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

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

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

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

Team Dinner (usually one per week, sometimes more)

7:30-8:00 a.m.: start Conduct client update Report status to client Conduct client meetings Continue to work with team on deliverables Leave for airport with just enough time to make your flight good consultants never leave too early and never miss a flight Travel home (at end of business day)

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IU Football Current State Assessment

Variety and the opportunity for continuous advancement


Career opportunities

Career progression
Partner

Client engagement assignment


Research
Analysis Presentations Teamwork

5 to 7 Years

Senior manager
3 to 6 Years

Internal initiatives and external activities


Campus recruiting
Global methodology development Community involvement

Manager
3 to 4 Years

Professional development
Learning Experiences Coaching

Senior
2 to 3 Years

Staff

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

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IU Football Current State Assessment

Who are we looking for?


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

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%

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IU Football Current State Assessment

Appendix: Tips and Tricks

Appendix: Commonly Used Shortcut Keys for PowerPoint


Shapes Group shapes select shapes Ungroup Copy attributes of a shape (format painter) Change or Resize Font Change the font Change the font size Increase the font size of the selected text Decrease the font size of the selected text Navigate Text Move one word to the left Move one word to the right Move to the end of a line Move to the beginning of a line Move up one paragraph Move down one paragraph Move to the end of a text box Move to the beginning of a text box
Source: Microsoft Office: Keyboard shortcuts for PowerPoint 2007

CTRL+G CTRL+SHIFT+G CTRL+SHIFT+C CTRL+SHIFT+V

CTRL+SHIFT+F CTRL+SHIFT+P CTRL+SHIFT+> CTRL+SHIFT+<

CTRL+LEFT ARROW CTRL+RIGHT ARROW END HOME CTRL+UP ARROW CTRL+DOWN ARROW CTRL+END CTRL+HOME

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IU Football Current State Assessment