Customer Insights Nationwide Center for Advanced Customer Insights Title of Presentation Release / 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 (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 hereState 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. Finance and insurance* GDP contribution, 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 clarity Starts at 0 12 pt Font relative to space, no larger than 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 Units 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 12 pt FORMAT EXAMPLE Bulleted text Arial 18pt maximum

Providing an Integrated Point of View! 32 Title – 24pt Arial – bulleted text plus chart/table 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.