The document provides guidance on improving presentation design by avoiding common mistakes. It discusses mistakes related to including too much information in slides, using stock images or photos that do not effectively convey the intended message, and failing to consider limitations in fonts, text size, or color usage that could impact readability. The overall message is that presentations should focus on the key high-level points, use visuals purposefully, and design slides that can be easily viewed and understood by all audiences.

1. Stop Making
Presentation
DESIGN
Mistakes

2. BEWAREEDIT
-- Reword --
-- Cut --
EXPAND
-- Across the Slide --
-- Across Many Slides --
POLISH
-- Refine --
-- Clean Up --
REFRAME
-- Images --
-- Message –
-- Approach --

3. TMI
MISTAKE #1

4. MISTAKE #1
T M Ioo any deas

5. Guiding Principles
Honor your promises
• Deliver great results… the right way
• You’re only as good as your word
• Commit to quality
• Outwork the competition
Build a legacy
• Build great relationships
• Make a positive impact, inspire growth and empower others
• Help promote those around you
Treat everyone with respect
• Value differences
• Encourage individuality
Work together with pride and passion
• Deliver great results… the right way
• You’re only as good as your word
• Commit to quality
• Outwork the competition
Develop yourself and others
• Know your craft
• Share knowledge with others
Give and receive feedback
• Inform partners of their impact on others
• Be approachable
• Hold yourself and others accountable
Take ownership
• Be responsible for your actions
• Never blame others
Respect the past; create a better future
• Protect and grow what has been built
• Make today better than yesterday
EDIT

6. Guiding Principles
Honor your promises
Build a legacy
Treat everyone with respect
Work together with pride and passion
Develop yourself and others
Give and receive feedback
Take ownership
Respect the past; create a better future
EDIT

7. Guiding Principles
Honor your promises
Build a legacy
Treat everyone with
respect
Work together with pride and passion
Develop yourself and others
Give and receive
feedback
Take ownership
Respect the past; create a better
future
EDIT

8. Honor your promises
Build a legacy
Treat everyone
with respect
Work together with
pride and passion
Develop yourself and
others
Give and receive
feedback
Take ownership
Respect the past;
create a better future
Guiding Principles
EDIT

9. Treat everyone
with respect
Honor your promises
Build a legacy
Work together with
pride and passion
Develop yourself and
others
Give and receive
feedback
Take ownership
Respect the past;
create a better future
EDIT
Guiding Principles

10. Honor your promises
Build a legacy
Treat everyone
with respect
Work together with
pride and passion
Develop yourself and
others
Give and receive
feedback
Take ownership
Respect the past;
create a better future
Guiding Principles
EDIT

11. 2016 2017
Other Job Board job
applications
2016 2017
Company website job applications
2016 2017
Company website job starts
2016 2017
Other Job Board starts
EXPAND
REFRAME

12. xx%MORE STARTS through our website
than through external boards
xx%MORE SPREAD through our website
than through external boards
CompanyWebsite.com
EXPAND
REFRAME

13. xx%MORE APPLICATIONS through our
site than through external boards
XXX,XXX
MORE THAN
APPLICATIONS PER MONTH
EXPAND
CompanyWebsite.com
REFRAME

14. 14
Sensitivity Analysis To Offset Boomer Distributions
Scenario 1
In 13 to 15 years - 2028
Increase net savings (employee + match) of:
• 18-24 year olds: by 0.5% from 7.5% to 8% (mill)
• 24-34 year olds: by 0.5% from 8.6% to 9.1% (mill)
• 35-44 year olds: by 0.5% from 9.4% to 10.1% (gen x)
By 2028 start to see net positive flows. 3 years earlier than 2031 projections
2014 Deferral Rates & Income Stats:
Sources: JPM (2008-2013), TRP CMI (2014-2045)
Sources: Vanguard, JPM, BLS
REFRAME
EDIT

15. 15
Sensitivity Analysis To Offset Boomer Distributions
Scenario 2
In 10 years - 2025
Increase net savings (employee + match) of:
• 18-24 year olds: by 1% from 7.5% to 8.5% (mill)
• 24-34 year olds: by 1% from 8.6% to 9.6% (mill)
• 35-44 year olds: by 1% from 9.4% to 10.4% (gen x)
By 2025 start to see net positive flows. 6 years earlier than 2031 projections
Sources: JPM (2008-2013), TRP CMI (2014-2045)
REFRAME
EDIT

16. 16
Sensitivity Analysis To Offset Boomer Distributions
Scenario 3
In 5-6 years – 2021
Increase net savings (employee + match) of:
• 18-24 year olds: by 1% from 7.5% to 8.5% (mill)
• 24-34 year olds: by 2% from 8.6% to 10.6% (mill)
• 35-44 year olds: by 2% from 9.4% to 11.4% (gen x)
By 2021 start to see net positive flows. 10 years earlier than 2031 projections
Sources: JPM (2008-2013), TRP CMI (2014-2045)
REFRAME
EDIT

17. One Slide
-60
-40
-20
0
20
40
60
80
2003 2005 2007 2009 2011 2013 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 2035 2037 2039 2041 2043 2045
REFRAME
EDIT

18. REFRAME
EDIT

19. Too Many Words
MISTAKE #2

20. Company Product Next Steps
• Integration of draw down guidance
• Includes starting and managing automatic payments
• Wireframe concepts being developed & tested
• November 2017 launch
20
EDIT
EXPAND

21. Company Product Next Steps
• Integration of draw down guidance
• Includes starting and managing automatic payments
• Wireframe concepts being developed & tested
• November 2017 launch
EDIT
EXPAND

22. Company Product Next Steps
• Integration of draw down guidance
• Includes starting and managing automatic payments
• Wireframe concepts being developed & tested
• November 2017 launch
EDIT
EXPAND

23. Company Product Next Steps
23
Development & Testing
of Wireframe Concepts
Integration
of Draw Down
Guidance
Deployment
in November 2017
EDIT
EXPAND

24. U.S. EQUITY GLOBAL EQUITY U.S. FIXED INCOME GLOBAL FIXED INCOME ASSET ALLOCATION
US Growth Stock 1950 International Growth 1980 US Core 1973 International 1986 Spectrum Growth 1990
US Small-Cap Growth 1960 International Small-Cap 1988 US Municipal Long-Term 1976 Emerging Markets 1994 Spectrum Income 1990
Global Natural Resources 1969 Asia ex-Japan 1990 US Taxable Cash Management 1976 Global Government 1999 Balanced 1991
US Growth & Income 1982 Europe 1990 US Treasury Cash Management 1982 Global Aggregate 2001 Personal Strategy Income 1994
US Multi-Cap Growth 1985 Japan 1991 US Municipal Short/Inter.-Term 1983 Global ex-Japan 2001 Personal Strategy Balanced 1994
US Large-Cap Income 1985 Latin America 1993 High Yield 1984 Euro Aggregate 2002 Personal Strategy Growth 1994
Distribution Management Services 1986 Global Focused Growth 1995 US Short-Term 1984 Euro Short-Term 2002 Spectrum International 1996
US Capital Appreciation 1986 Emerging Markets 1995 US GNMA 1985 Euro Zone Government 2002 College Savings Plans 2001
US Tax-Efficient Large-Cap Growth 1986 International Value 1998 US Municipal High Yield 1985 Canada Aggregate 2003 Retirement Date 2002
Science & Technology 1987 Global ex-Japan Focused Growth 1999 US Municipal Cash Management 1986 Emerging Markets Local Curr. 2007 Hybrid Retirement Date 2008
US Tax-Eff. Smaller Comp. Growth 1990 International Index 2000 US Municipal Single State 1986 Global Multi-Sector 2008 Real Assets 2010
US Index 1990 Global Technology 2000 Stable Value 1988 Europe High Yield 2011 Global Allocation 2013
US Tax-Efficient Large-Cap Value 1991 Emerging Europe 2000 US Treasury Intermediate-Term 1989 Emerging Markets Corporate 2011 Target Retirement 2013
US Dividend Growth 1992 Europe Structured Research 2005 US Treasury Long-Term 1989 Dynamic Global 2014 Managed Volatility 2014
US Mid-Cap Growth 1992 International Core 2006 US Enhanced Aggregate 1992 Global High Income 2015 Global Allocation (Offshore) 2016
US Small-Cap Core 1992 Europe ex-UK 2007 US Municipal Intermediate-Term 1993 Global Investment Grade Corp. 2015
Media and Telecommunications 1993 Middle East & Africa 2007 US Municipal Short-Term 1993 Global Unconstrained 2015
US Large-Cap Core Growth 1993 Global Growth 2008 Stable Value Core 1994
US Value 1994 Global Real Estate 2008 US Enhanced Government/Credit 1994
US Structured Research 1994 Europe Smaller Companies 2008 US Investment Grade Corporate 1995
Health Sciences 1995 International Concentrated 2010 US Corporate Crossover 1998
Financial Services 1996 Global Value 2012 US Enhanced Gov./Credit A 1999
US Mid-Cap Value 1996 Australia 2012 US Government/Credit 2002
US Real Estate 1997 Global Industrials 2013 US Inflation Protected 2002
US Struct. Active Small-Cap Growth 1997 Asia Opportunities 2014 Blended Income 2003
US Tax-Efficient Index Plus 1997 Frontier Markets 2014 US Investment Grade Core 2003
US Extended Market Index 1998 Emerging Markets Value 2015 US Core Plus 2004
US Total Market Index 1998 QM Global Equity 2016 US LDI Duration Matched 2005
US Large-Cap Value 2000 Global Consumer 2016 US Short-Term Inflation Focused 2006
US Tax-Efficient Multi-Cap Growth 2000 Floating Rate Bank Loan 2008
US Large-Cap Growth 2001 US Ultra Short-Term 2012
US Smaller Companies 2001 Stable Value Intermediate Term 2013
US Struct. Active Mid-Cap Growth 2003 Stable Value Short-Term (1-3 Yrs.) 2013
US Large-Cap Core 2009 US Long Duration Credit 2013
US Mid-Cap Index 2015 Credit Opportunities 2014
US Small-Cap Index 2015 High Yield Blend 2014
QM U.S. Small & Mid-Cap Core 2016 US Long Duration Gov./Credit 2014
QM U.S. Value 2016 US Municipal Inter. High Yield 2014
Total Return 2016
1950s
1960s
1970s
1980s
1990s
2000s
2010s
EDIT
REFRAME

25. What’s really
important?

26. U.S. EQUITY GLOBAL EQUITY U.S. FIXED INCOME GLOBAL FIXED INCOME ASSET ALLOCATION
US Growth Stock 1950 International Growth 1980 US Core 1973 International 1986 Spectrum Growth 1990
US Small-Cap Growth 1960 International Small-Cap 1988 US Municipal Long-Term 1976 Emerging Markets 1994 Spectrum Income 1990
Global Natural Resources 1969 Asia ex-Japan 1990 US Taxable Cash Management 1976 Global Government 1999 Balanced 1991
US Growth & Income 1982 Europe 1990 US Treasury Cash Management 1982 Global Aggregate 2001 Personal Strategy Income 1994
US Multi-Cap Growth 1985 Japan 1991 US Municipal Short/Inter.-Term 1983 Global ex-Japan 2001 Personal Strategy Balanced 1994
US Large-Cap Income 1985 Latin America 1993 High Yield 1984 Euro Aggregate 2002 Personal Strategy Growth 1994
Distribution Management Services 1986 Global Focused Growth 1995 US Short-Term 1984 Euro Short-Term 2002 Spectrum International 1996
US Capital Appreciation 1986 Emerging Markets 1995 US GNMA 1985 Euro Zone Government 2002 College Savings Plans 2001
US Tax-Efficient Large-Cap Growth 1986 International Value 1998 US Municipal High Yield 1985 Canada Aggregate 2003 Retirement Date 2002
Science & Technology 1987 Global ex-Japan Focused Growth 1999 US Municipal Cash Management 1986 Emerging Markets Local Curr. 2007 Hybrid Retirement Date 2008
US Tax-Eff. Smaller Comp. Growth 1990 International Index 2000 US Municipal Single State 1986 Global Multi-Sector 2008 Real Assets 2010
US Index 1990 Global Technology 2000 Stable Value 1988 Europe High Yield 2011 Global Allocation 2013
US Tax-Efficient Large-Cap Value 1991 Emerging Europe 2000 US Treasury Intermediate-Term 1989 Emerging Markets Corporate 2011 Target Retirement 2013
US Dividend Growth 1992 Europe Structured Research 2005 US Treasury Long-Term 1989 Dynamic Global 2014 Managed Volatility 2014
US Mid-Cap Growth 1992 International Core 2006 US Enhanced Aggregate 1992 Global High Income 2015 Global Allocation (Offshore) 2016
US Small-Cap Core 1992 Europe ex-UK 2007 US Municipal Intermediate-Term 1993 Global Investment Grade Corp. 2015
Media and Telecommunications 1993 Middle East & Africa 2007 US Municipal Short-Term 1993 Global Unconstrained 2015
US Large-Cap Core Growth 1993 Global Growth 2008 Stable Value Core 1994
US Value 1994 Global Real Estate 2008 US Enhanced Government/Credit 1994
US Structured Research 1994 Europe Smaller Companies 2008 US Investment Grade Corporate 1995
Health Sciences 1995 International Concentrated 2010 US Corporate Crossover 1998
Financial Services 1996 Global Value 2012 US Enhanced Gov./Credit A 1999
US Mid-Cap Value 1996 Australia 2012 US Government/Credit 2002
US Real Estate 1997 Global Industrials 2013 US Inflation Protected 2002
US Struct. Active Small-Cap Growth 1997 Asia Opportunities 2014 Blended Income 2003
US Tax-Efficient Index Plus 1997 Frontier Markets 2014 US Investment Grade Core 2003
US Extended Market Index 1998 Emerging Markets Value 2015 US Core Plus 2004
US Total Market Index 1998 QM Global Equity 2016 US LDI Duration Matched 2005
US Large-Cap Value 2000 Global Consumer 2016 US Short-Term Inflation Focused 2006
US Tax-Efficient Multi-Cap Growth 2000 Floating Rate Bank Loan 2008
US Large-Cap Growth 2001 US Ultra Short-Term 2012
US Smaller Companies 2001 Stable Value Intermediate Term 2013
US Struct. Active Mid-Cap Growth 2003 Stable Value Short-Term (1-3 Yrs.) 2013
US Large-Cap Core 2009 US Long Duration Credit 2013
US Mid-Cap Index 2015 Credit Opportunities 2014
US Small-Cap Index 2015 High Yield Blend 2014
QM U.S. Small & Mid-Cap Core 2016 US Long Duration Gov./Credit 2014
QM U.S. Value 2016 US Municipal Inter. High Yield 2014
Total Return 2016
1950s
1960s
1970s
1980s
1990s
2000s
2010s
EDIT
REFRAME

27. If they don’t need
to know it, take it
off the slide.

28. U.S. Equity
Global
Equity
U.S. Fixed
Income
Global Fixed
Income
Asset
Allocation
1950s 1960s 1970s 2010s1980s 2000s1990s
Growth of Assets Over theYears
EDIT
REFRAME

29. Image Issues
MISTAKE #3

30. Avoid Being Cliché
REFRAME
BEWARE

31. Image Sourcing
BEWARE

32. EXPAND
Don’t be
afraid to
go big.

33. Don’t be afraid to go big.
EXPAND

34. Ignoring Limitations
MISTAKE #4

35. Safe Fonts
Safe fonts display correctly across:
• All versions of Microsoft products
• All versions of Windows
• Cross-platform
BEWARE

36. Text Size and
Using Color
• Use to emphasize a point,
don’t over use.
• Test your text sizes from
the back of a large room
Never54pt
Gonna44pt
Give36pt
You up.28pt
Gonna20pt
Let you18pt
Never24pt
Down.16pt
Never gonna12pt
Tell a lie10pt
And hurt you.8pt
BEWARE

37. Not Testing Video
BEWARE

38. Forgetting to Polish
MISTAKE #5

39. Contractor, Client, & Internal
Testimonials
Written and Video Testimonials
• Position Aerotek as a
humanized brand
• Enhance the customer
experience and improve
engagement
• Support recruiting and sales
efforts
POLISH

40. Candidate and
Contractor Articles
• Share on social media
• Send articles to candidates
• Expand your knowledge
• Deepen your expertise
Be a thought leader.
POLISH
REFRAME

41. Share of Participants by Generation
0%
10%
20%
30%
40%
50%
60%
70%
< 20 - 29 30 - 39 40 - 49 50 - 69 70 +
Millenial Mill/Gen X Gen X Baby Boomers Silent Gen
0%
10%
20%
30%
40%
50%
60%
70%
< 20 - 29 30 - 39 40 - 49 50 - 69 70 +
Millenial Mill/Gen X Gen X Baby Boomers Silent Gen
Baby Boomers
account for nearly
40% of RPS
participants and
63% of Assets
POLISH

42. CONSISTENCY
IS KING