Customer InsightsCustomer Insights

Nationwide Center for Advanced Customer Insights

Title of PresentationRelease / completion date

Subtitle slide – Arial 28pt centered

(Note: this slide will not display a page number, but will be numbered in normal sequence with other slides. After copying this slide and typing/copying your content, you’ll need to delete the master page graphics – go to “format” – “background” – check the box “omit background graphics from master”)

Providing an Integrated Point of View!

NOTES (Delete this slide before presenting)

• The slides included are based on the NCACI Research Project Report Outline. They should be used as a guide. You do not have to use all of the slides and may want to omit them depending on your particular information and audience

• Slides 28-34 (after the closing slide) are the NW template slides. They will be especially helpful when creating and formatting graphs

• Note that a “Source” section is now included on every slide (see arrow). Remove this section if it is not applicable to the information on that slide

3

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.

Providing an Integrated Point of View!

Agenda or Contents Slide

• Add contents here

4

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.

Providing an Integrated Point of View!

Project History and Background

• Review and state project history and background

5

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.

Providing an Integrated Point of View!

Project Goals and Objectives

• State project goals here • State project objectives here

6

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.

Providing an Integrated Point of View!

Relevant Scientific Theories

• Describe the relevant scientific theories forming the basis of the research

7

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.

Providing an Integrated Point of View!

Research Questions, Hypotheses and Predictions

• Research Questions

8

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.

Providing an Integrated Point of View!

Research Questions, Hypotheses and Predictions

• Research Hypothesis

9

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.

Providing an Integrated Point of View!

Research Questions, Hypotheses and Predictions

• Research Predictions

10

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.

Providing an Integrated Point of View!

Study Design

• Nature of the Study• Describe the nature of the study

– Enumerative or Analytic

11

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.

Providing an Integrated Point of View!

Study Design

• Study and Sampling Design• Describe the study and sampling design (Survey, Experimental, or

Observational)– Sampling design– Judgment sample– Convenience sample– Statistical sample

12

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.

Providing an Integrated Point of View!

Study Design

• Design of the Measurement System

• Description of Measurement system

– Precision

– Accuracy

– Validity and reliability for survey instruments

13

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.

Providing an Integrated Point of View!

Limitations of the Research

• Research Problems

• Statement of the Research Problems

14

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.

Providing an Integrated Point of View!

Limitations of the Research

• Limitations on Inferences

• Limitations due to

– Research problems

– Underlying scientific theories

– Type of study (enumerative or analytic)

– Study design

– Sampling design

– Measurement system

– Statistical theories or methodology

15

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.

Providing an Integrated Point of View!

Description and Analysis of the Cause System of Variation

• Definition of the experimental unit or unit of analysis of study

• Definition of key response variables

• Definition of key predictor variables

– Definition of explainable factors

– Definition of covariates

• Creation of the Data Structure Logic Diagram

• Definition of rational subgroups for analysis

16

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.

Providing an Integrated Point of View!

Statistical Models and Methods of Analysis

• Description and rationale for the statistical models describing the data

• Translation of the research hypothesis into statistical hypotheses

• Proposed methods of statistical analysis

17

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.

Providing an Integrated Point of View!

Database Design

• Database software

• Data dictionary

• Example of the database structure

18

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.

Providing an Integrated Point of View!

Measurement System Evaluation

• Experimental and Observational Studies

• Evaluation of the measurement system precision

• Evaluation of the measurement system accuracy

• Instrument calibration

• Assessment of the adequacy of the measurement system for the intended applications

19

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.

Providing an Integrated Point of View!

Measurement System Evaluation

• Surveys

• Instrument reliability

• Instrument validity

20

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.

Providing an Integrated Point of View!

Statistical Analyses

• Presentation and discussion of the statistical analysis results

21

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.

Providing an Integrated Point of View!

Results and Conclusions

• Presentation of the results and conclusions

22

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.

Providing an Integrated Point of View!

Appendix A

• Raw Data

23

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.

Providing an Integrated Point of View!

Appendix B

• Statistical Software and Macro Programs

• Description of Statistical Software and Macro Programs

24

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.

Providing an Integrated Point of View!

Appendix C

• References

25

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.

Providing an Integrated Point of View!

Tables (full page)

26

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.

Providing an Integrated Point of View! 27

Providing an Integrated Point of View! 28

Title – 24pt Arial – text with no bullets

Text Arial 18pt no bullets

Second paragraph

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.

Providing an Integrated Point of View! 29

Title – 24pt Arial– bulleted text

• Bulleted text Arial 18pt maximum – all type sizes in center area of slide can be adjusted as needed to fit

– First tier of bullets Arial 18 pt Second tier Arial 16pt

Fourth tier Arial 14pt

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.

Providing an Integrated Point of View! 30

Title – Arial 24pt – bulleted text plus chart/table

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.

100

129

169

214

100

140

280 283

100

142

214

291

0

50

100

150

200

250

300

350

1989 1994 1999 2004

GDP Household assets** Finance & Insurance

Finance and insurance* GDP contribution, 1989-2004 14 pt, Bold, black

Growth index (1989 = 100) Metric, 12 pt, black

Finance & insurance = 7.4%

CAGR

Household assets = 7.2%

US GDP = 5.2%

Title of chart, years included

Units if needed for clarityStarts at 0

12 pt

Font relative to space, no larger than 16

12 pt

No border or gridlines; clear background

Thin chart lines

Basic colors that print well in color & black

and white

FORMAT EXAMPLE

*Footnote 12 pt

Uni

ts

• Bulleted text Arial 18pt maximum

Providing an Integrated Point of View! 31

Title – Arial 24pt – bulleted text plus chart/table

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.

Spread Between Federal Funds Effective Rate & 3-Month LIBOR 14 pt, Bold, black

January 2007 – April 2009 Metric, 12 pt, black

No border or gridlines; clear background

Thick chart lines without data point markers

Basic colors that print well in color & black

and white

Starts at 0

Title of chart, years included where appropriate

0%

1%

2%

3%

4%

5%

6%

Jan-07 Apr-07 Jul-07 Oct-07 Jan-08 Apr-08 Jul-08 Oct-08 Jan-09 Apr-09

FF Eff Rate

3-month LIBOR

12 pt

FORMAT EXAMPLE

• Bulleted text Arial 18pt maximum

Providing an Integrated Point of View! 32

Title – 24pt Arial – bulleted text plus chart/table

64%

19%17%

DefinedBenefit Only

DefinedContribution -401(k) Only

Both

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.

12 pt bold– color black or white as needed for

visibility against background color

12 pt Bold

Workers with Pension Coverage by Type of Plan 14 pt, Bold, black

2007 Metric, 12 pt, black

Basic colors that print well in color & black

and white

Title of chart, years included where appropriate

FORMAT EXAMPLE

• Bulleted text Arial 18pt maximum

Providing an Integrated Point of View! 33

Title – Arial 24pt– bullets to left of chart/table

• Text box for bulleted text – Arial 18pt; this one has bullets at the left and a chart at the right

• For alternative layouts, go to “format/slide layout” and choose the appropriate content or text / content layout, THEN insert your content.

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.

Providing an Integrated Point of View! 34

To avoid formatting problems:

Paste content into slides as unformatted text (“paste special” in “edit” drop-down). This will pick up the formatting from the slide template placeholder rather than the formatting from the source.

Source: Arial 9 pt. Flush left; Source, e.g. publication name. Title of source document. Date. URL if needed.