IBM的內(nèi)部管理資料內(nèi)容提要（英文版）

LEAPPresentedby:EricPelanderMay21,2002Contents

Subjectorcontext Majorideaorrecommendation Benefitsorvalueproposition Evidenceandanalysis Detailedrecommendationsandactions2024/5/1>>DocumentTitle2?CopyrightIBMCorporation,2002ThisEffortIsDesignedtoAssisttheXYZCompanytoidentifyWirelessMarketOpportunitiesDefinetheWirelessMarketplaceandItsEvolutionDescribeandSizeWirelessMarketsIdentifyXYZ’s-AddressableMarketsKeymarketplayersanddynamicsIBM’sperspectiveonthekeystrategicissuesNear-termevolutionofthewirelessmarketApplicationmarketsandsizesDevicesmarketsandsizesInfrastructuremarketsandsizesCurrentplayersineachmarketandrelativestrengthsandweaknessesIdentifyanddescribeXYZ-addressablemarketsEvaluatethesizeoftheimpactthatXYZcanmakeIdentifycriticalsuccessfactorsXYZ’sobjectiveistogaininsightintotheevolutionofthewirelessmarketinordertoidentifymarketopportunitiesforXYZIdentifyUn-AddressedOpportunitiesforXYZMarketcompositionKeyplayersCriticalsuccessfactorsEvaluateopportunitiesagainstXYZcapabilities,customers,channels,andtechnologiesSUMMARYCONCLUSIONSSubject-Context2024/5/1>>DocumentTitle3?CopyrightIBMCorporation,2002InternetChannelsWillProvideIncrementalLeadsandRevenueIBMbelievesthereisasubstantialopportunityintheonlineleasingmarketXYZCompanyshouldtargetthefollowingcustomersegments:ProfessionalServicesandManufacturingIT,office,andmanufacturingcollateralclassesSmallbusiness,smallticketmarketThesecustomersshouldbetargetedwithamulti-channelapproach:IndirectAggregatorsDirectThemajorchanneltothesecustomerswillbetheindirectone--throughInternetintermediariesthatgiveaccesstothecustomeratthepointoftransactionEachofthesechannelsappealtocustomerswithuniquebuyingbehaviorsCompetitorsaremovingintotheonlineleasingspace;XYZCompanyshouldmovequicklyMajorIdea-Recommendation2024/5/1>>DocumentTitle4?CopyrightIBMCorporation,2002XYZCompanyShouldSimultaneouslyPursueThreeInternetChannelsThroughaVarietyofPartnershipsTargetPartnersChannelOfferingCompetitiveIntensityDirectTrafficdriversfortargetsegmentsEducationalcontentOnlineapplicationsAutomatedcreditdecisioningMedium;buildingamongstart-upfundingaggregators,traditionallessors,andbanksIndirectOnlineStorefrontsOnlineexchangesOFPsAutomatedcreditdecisioningEducationalcontentOnlineapplicationsMedium;aggregatorsandlessorsaremovingtowardspartneringwithonlinevendorsAggregatorAggregatorsthatallowcompetitivedifferentiationbeyondpriceLeasefundingandfulfillmentAutomatedcreditscoringLow,thoughVCispouringintothisspaceChannelsAreRankedbyRelativePriorityTargetSegmentRookieEstablishedSavvyEXECUTIVESUMMARYMajorIdea-Recommendation2024/5/1>>DocumentTitle5?CopyrightIBMCorporation,2002TheIndirectChannelIstheHighestPriorityOurresearchintocustomerbehaviorssuggeststhatcustomersaremostlikelytoleaseatthepointofpurchaseEquipmentvendorswilldrivesignificantonlinetransactionvolumeThischannelallowsXYZCompanytoleverageitscorecompetencyofsourcingdealindirectly:EarlyindicationssuggestthatonlineequipmentaggregatorsandvendorsrequireasmallerfeefordealreferralsthanofflineleasebrokersrequireAgrowingnumberofonlineequipmentvendorscurrentlyofferleasing:BrandedandunbrandedstrategiesarebeingusedEXECUTIVESUMMARYWhiletheindirectchannelwilldrivethemostimmediaterevenueimpact,XYCCompanyshouldalsopursuethedirectandaggregatorchannelsinparallel.MajorIdea-Recommendation2024/5/1>>DocumentTitle6?CopyrightIBMCorporation,2002BasedontheEstimatedVolume,OnlineRevenueandGrossIncomeGrowRapidlySource:Forrester,ELA,USCensus,IDC,XYZ,IBM$Millions$MillionsEXECUTIVESUMMARYKeyAssumptionsXYZVolumerangesfrom$121MMto$202MMin2004ChannelPartnerFee=3%CostofMoney=6.5%Averagerate=16.5%HighAdoptionLowAdoptionBenefits-ValueProposition2024/5/1>>DocumentTitle7?CopyrightIBMCorporation,2002ThecabletripleplayofferingsignificantlyoverlapswithXYZ’scoreresidentialserviceofferingsCompetitiveThreatsCableWirelessSub.PortalsDescriptionofServiceDescriptionofThreatThecabletripleplayconsistsofthreebasicservices:BroadcastTVHigh-speeddataCabletelephonyAncillaryservicesinclude:Video-on-demandVideoconferencingHomesecurityCableprovidersalreadysellservicestoalargemajorityoftheU.S.populationThecablefootprintcoversnearlytheentireU.S.homepopulationThetakerateforserviceisapproximately65%Cableprovidersarecurrentlydigitalizingtheirnetworksanddeployinghigh-speeddataserviceswhichcompetedirectlywithXYZ’shigh-growthDSLserviceCableprovidersarebeginningtodeploycabletelephonywhichwillcompetedirectlywithXYZ’scoreresidentialserviceCabletelephonywillbecomeincreasinglymoreofathreatinthenextcoupleofyearsastheDOCSISstandardforVoIPbecomesimplementedHFCcablemaintainsacompetitiveadvantageoverDSLintermsofbandwidthcapacitywhichallowsforadditionalserviceofferingsincludingvideo-on-demandandvideoconferencingCableproviderswillofferbroadandattractivelypricedbundlestoencourageconsumerstoswitchtocabletelephonyCableTriplePlayThreatEvidence-Analysis2024/5/1>>DocumentTitle8?CopyrightIBMCorporation,2002Cableofferingswillcontinuetoemergeasthedigitalcablefootprintreachesnearly90%ofpassedcablehomesby2005CablecompanieshavealreadyupdatedalargemajorityoftheirnetworksandareprojectedtosellancillaryservicesatasteeprateofpenetrationCompetitiveThreatsCableWirelessSub.PortalsSource:DeutscheBankequityresearch9/06/01.U.S.DigitalFootprint1998-2005U.S.DigitalServiceTakeRate1998-2005Asof2Q:01,9.3millionhomeswerecabletelephonereadywith1.2millionsubscribersEvidence-Analysis2024/5/1>>DocumentTitle9?CopyrightIBMCorporation,2002EventhoughDSLandCableModemshavesimilartakerates,CablemodemswilldominateduetoitlargeraddressablemarketHigh-speedDataSubscribers21999-2005DuetothefactthatDSLaccessislimitedtothosecustomerswhoresideclosetoaDSLAM,thecablemodemaddressablemarketwillexceedtheDSLaddressablemarketby30millionhomesby2005CompetitiveThreatsCableWirelessSub.Portals58%37%39%55%54%38%36%53%53%35%MSDWequityresearch6/29/01and DeutscheBankequityresearch9/06/01CIBCWorldMarkets,EquityResearch.SalomonSmithBarneyequityresearch8/20/0andDeutcheBankequityresearch9/06/01(includesresidentialancommercialDSLsubscribers)BroadbandSubscribers(millions)DSLvsCableModemTakeRate11999-2005Asof2Q:01,XYZhad360KDSLsubsoutof3.7MDSLreadyhomes(9.8%)3Evidence-Analysis2024/5/1>>DocumentTitle10?CopyrightIBMCorporation,2002CableprovidershavetheopportunitytolayeronnewserviceofferingswithonlymarginalincrementalcapitalexpenseIncrementalCapExperSubscriberforAdditionalServiceOfferings1Cableprovidershavetheopportunitytoupdatetheircablelinesat$1,422persubscribertoincreasetheaveragemonthlysubscriberrevenueby$124to$194permonthCompetitiveThreatsCableWirelessSub.PortalsAssumescapitalexpendituresovera6yearperioddiscountedat13%andswitch-basedcabletelephony.Assumesnodiscountonbundledservices,modesttakeratesandswitch-basedcabletelephony.Source:BearStearnsequityresearch5/01,ABNAmroequityresearch6/0,DeutscheBankequityresearch9/06/01andIBManalysis.IncrementalCapexperSubscriberRevenueperSubscriberperMonthforAllServiceOfferings2RevenueperSubscriberperMonth$194$1,422IncrementalRevenueEvidence-Analysis2024/5/1>>DocumentTitle11?CopyrightIBMCorporation,2002AttractiveEBITDAmarginsallowcableproviderstoquicklyreachbreakevenonnewserviceofferingsIncrementalEBITDAperSubscriberperMonthForAdditionalServiceOfferings1Assuminga15%takerate,cableproviderscanrecouptheirinvestmentinswitch-basedtelephonyin34monthsCompetitiveThreatsCableWirelessSub.PortalsAssumesa35%revenuesharewithISPforHSDandswitch-basedcabletelephony.Assumesmodesttakeratesandswitch-basedcabletelephony.Source:BearStearnsequityresearch5/01,ABNAmroequityresearch6/0,DeutscheBankequityresearch9/06/01andIBManalysis.IncrementalEBITDAperSubscriberperMonthPaybackPeriodforAdditionalServiceOfferings2Months34EBITDAMargin57%29%45%45%14265Evidence-Analysis2024/5/1>>DocumentTitle12?CopyrightIBMCorporation,2002

StrategicImplicationsofOurWorkAre…ToachievepositiveEBITDAandcashflowXYZ’sbusinessneedstoimprovedramaticallyalongtwocriticaldimensions:ImmediatereductionandsubsequentcontrolofoperationalcostsSubstantialrevenuegrowthdrivenbynewcustomeracquisitionWhileamixofactionsmaybeimplementedtoimprovetheongoingcoststructure,newcustomeracquisitionremainsessentialItisthereforeimperativethatXYZcreateanewcustomeracquisitionstrategybasedonamoredetailedunderstandingofthemarketandcustomerneedAssumingtherevisedmanagementplan(basecase)issuccessfullyimplemented,XYZwillstillrequireminimumadditionalfundingof$130millionandanewcapitalinjectionbyAugustof2001However,giventhatthemanagementplanassumesflawlessexecutionagainstademandingsetofimprovementsinallaspectsofthebusiness,contingencyplansshouldbeconsideredimmediately;thesecouldincludemoredrasticoperatingimprovementand/oracquisitionSTRATEGICIMPLICATIONSRecommendations-Actions2024/5/1>>DocumentTitle13?CopyrightIBMCorporation,2002

OperationalImplicationsAre…BroadenfocusonSMCimprovementsfromcycletimetoalsoincludeproductivityimprovementovertimeContinueefforttomigratenetworktoadatacenterfocusandeliminatePOPsContinuefocusonchannelpartnersasasourceofcustomersContinuetopursuecustomerpurchaseofequipmentConductbusinesscasesincludingbreak-evensandmarketassessmentsfornewproductlaunchdecisions(e.g.,softwareprovisioning,directattachstorage,developmentenvironment)Conductbusinesscasesaroundanyinitialinvestmentsrequestedbychannelpartners;adjusttermstoensurepartnerdeliversontheirportionofobligationsOPERATIONALIMPLICATIONSRecommendations-Actions2024/5/1>>DocumentTitle14?CopyrightIBMCorporation,2002OperationalControlandTrackingImplicationsofOurWorkAre…DefineandassignproductcodesforallexpensesandPOs,assets,andGLentriessothatcostscanbetrackedbyproductProvideanintegrateddatasourceforcustomerordersincluding(product)lineitemsordered,serversonline,bandwidthusageanddiscounts,thatcanbesortedbyproductandcustomerReviewexpensesagainstbudgetwitheachoperatingmanager,director,andAVPmonthlytoensureaccountabilityforexpensesandcapitalateverylevelCreatelinkagesbetweencircuitcostinformationintheGLandutilizationstatisticsinEngineeringforasinglesourceofcircuiteconomicdataIdentifyandresolverecurringexpensesinthegeneralledgerwhicharemiscoded(fordepartment)OPERATIONALIMPLICATIONSRecommendations-Actions2024/5/1>>DocumentTitle15?CopyrightIBMCorporation,2002IBMStrategy&ChangePractice’sPresentationFormatTemplate,AllRightsReserved2024/5/116Anypreliminaryordisclaimertext

cangohere.Forexample:ThisPowerPointtemplateisprimarilyintended

fordocumentsmeanttobereadorusedasa“l(fā)eavebehind.”Itmaybeusedforeithercolororblackandwhiteprintouts.Presentationsintendedfordeliverytoalargeaudienceinalargeroomshouldusethetemplatewiththedarkcolorbackground.Introduction2024/5/117

Contentsoragendapage

Framingtheissues

Componentsofloyalty Customerlifetimevalueanalysis Identifyingloyaltydrivers MovingforwardNotethatthecontents/agendaitemsarewritteninsentencecase.Titlethepage“Contents”ifthedocumentismeanttobereadorisa“l(fā)eavebehind.”Use“agenda”ifthedocumentwillbepresentedformally.Thispageshouldappearatthebeginningofeachsection,withthehighlightedsectionappearinginteal/boldandwithanarrowinfrontofit.Agenda2024/5/118

Contentsoragendapage–withsub-topics

DesignelementsBasicelementsColorpaletteCapitalizationIconicTrackers

TextlayoutsBulletedtextPlacecardsEnhancedlistsQuotes

GraphiclayoutsGraphsTablesandmatricesDiagramsScreenshotsRemembertochangethedocumenttitletracker(foundontheSlideMaster)whenyoucreateanewdocument.ItshouldmatchthenameofthePowerPointfile.Designelements2024/5/119Designelementsinthistemplatearebased

onseveralfactorsThefontBodoniisusedinthe“IBMStrategy&Change”headerIBMcurrentlyusesBodoniinitsGlobalServiceslogoaswell

asinitse-businesslogosApixelatedarrowisusedasakickerboxindicatorandtoindicateContents/AgendaitemselectionIBMcurrentlyusesthesamepixelatedarrowontheirWebsiteThearrowismadeupofsmallsquaresThegray,squaredottedlineunderthepageheaderechoesthesquaredotsusedinthepixelatedarrowThelinedoesnotruntheentirewidthofthepageSincethelineisgrayanddotted,itdoesnotcompartmentalizethepageaswouldasolidblacklineDesignelements>basicelementsExampleofe-businessLogoSource:Elementsareseparatedbysemicolons;Elementsareseparatedbysemicolons,withnoperiod2024/5/120Thisistheheadline,whichshouldtypicallybewritten

asacompletesentenceTheheadlineisArial,20point,bold,blackItshouldnotberesizedItshouldnothavemorethantwolines

Whenaheadlineistwolineslong,chooseadivisionthatisgrammaticallylogicalandaestheticallypleasingIdeally,thetoplineshouldbemoderatelylongerthanthelowerlineAvoiddividingarticlesfromnouns,prepositionsfromprepositionalphrases,

verbsfromnouns,etc.

Thetextabovetheheadlineiscalledthe“runningheader”or“breadcrumb”ItisArial,12point,lowercase,plain,lightgraySub-topicsareprecededby“>”andsub-subtopicsareprecededby“>>”Includetheheaderevenifthedocumentisshortandhasnosections(putthetitleofthedocumentinthereinsuchacase)Designelements>basicelements>>sub-sub-sectionsifnecessaryInsertacarriagereturninheadlinesandothertextasappropriatetoavoid“widows”–anunbalancedlookwhereonlyawordortwoappearonthesecondline.SubtitlesAre16pt.,BoldTeal,andinTitleCase2024/5/121ThiscolorpaletteisbasedontheIBMGlobalServicesConsultingWebpageTheuseofblue,teal,andgraycreatesasomewhatmonochromaticpalettethatisbothsophisticatedandsoothingSelectfromthepaletteshownbelowforgraphs

andothercolorelementsColorPaletteThefewercolorsusedthebetterDesignelements>colorpaletteIBMGlobalServicesWebPageR-16G-136B-218R-24G-130B-125R-113G-24B-210R-255G-0B-0R-185G-185B-185R-150G-150B-150R-0G-91B-160R-253G-138B-59AdditionalcolorsifneededWhileothercolorsmayappearinyourcolorpalette(e.g.,inthesecondrow),avoiduseofcolorsthatarenotshownabove.2024/5/122Subtitlesandchart/graphtitlescontinuetousetitlecaseIngeneral,thefirstwordandallnouns,pronouns,verbs,adjectives,andadverbsshouldbecapitalizedShortarticlesandprepositionsarelowercase;thosemorethanfourletterslongarecapitalizedFollowthesamerulesforhyphenatedwords(e.g.,State-of-the-Art,Next-Generation,E-Mail,

E-Commerce,Web-Based)Shortprepositionsthatarepartofcompoundnouns/verbsmaysometimesbecapitalized(e.g.,Start-Up,HeadingUp,Spin-Off,CastOut)Designelements>capitalizationaanandatawaybydownforfromoverthanthetoupuponviawithAdverbsandConjunctions:AlsoAsButIfNotSoThatThenWhenWhileYetPrepositions:AboutAcrossAfterAroundBeforeBelowBetweenExceptInsideThroughWithinPronouns:

HeHimItSheThemTheyUsWeWhichYouCapitalizationRulesWhenUsingTitleCaseVerbs:

AreBeCutHasIsRunUseUpperCaseExamplesLowerCaseExamplesinintonorofoffonorout2024/5/123Intheiconictracker,thelinesarelightgray,

andthefillislightblueDesignelements>iconictrackersStrengthofSolutionStrengthofCompanyLowHighLowHighACNielsenKenosiaMercariInformation

Resources,Inc.(IRI)InteractiveEdgeDemantraRW3TechnologiesCategoryManagementSolutionVendors:OverallPositioning2024/5/124

Contentsoragendapage

DesignelementsBasicelementsColorpaletteCapitalizationIconicTrackers

TextlayoutsBulletedtextPlacecardsEnhancedlistsQuotes

GraphiclayoutsGraphsTablesandmatricesDiagramsScreenshotsAgenda2024/5/125Thisisastandardtextpagewithbulletedtext

andakickerboxMajorpointshavetealsquarebullets(asshown)andareArial,16pt.,normalSubpoints:medium-dash(“N-dash”)bullets(asshown),Arial,14pt.,normalSub-subpoints:coloredsquarebullets(asshown),Arial,12pt.,normalTextshouldgenerallybenosmallerthan12pt.MaintainconsistencyinthestructureofyourbulletsArenotnecessarilywrittenincompletesentencesShouldhaveparallelconstruction(e.g.,allcompletesentences,allnouns,

allverb-objectphrases)ShouldincludeatleasttwobulletsatanygivenlevelRatherthanpressingreturnattheendofeverylinetowraptext,adjusttherightsideofthetextboxTextlayouts>bulletedtextThisisthe“kickerbox”.Theshorteritis,thebetter.Keepittoamaximumofthreelines.Donotmakeitwider,ordistortthegraphicelementsbyresizing.2024/5/126

Ournewformatfor“place”or“monopolycards”

usesnolinesTopicBulletSub-bulletSub-bulletSub-bulletBulletSub-bulletSub-bulletSub-bulletBulletTopicBulletSub-bulletSub-bulletSub-bulletBulletSub-bulletSub-bulletSub-bulletBulletTopicBulletSub-bulletSub-bulletSub-bulletBulletSub-bulletSub-bulletSub-bulletBulletTextlayouts>placecardsIfyouneedmorethanthree“cards”,considerusinga“table”formatinstead.2024/5/127Ifafullsentence,columnheaders……shouldnotbecapitalizedThisisstandardlayoutfortwotextblocks(similarto“cards”)thateachoccupyhalfapageSampletextontheleftsideofthepage(usuallystartsat14point)Sub-bulletswouldthenbe12pointSub-bulletswouldthenbe12pointSampletextontheleftsideofthepage(usuallystartsat14point)Sub-bulletswouldthenbe12pointSub-bulletswouldthenbe12pointSampletextontheleftsideofthepage(usuallystartsat14point)Sub-bulletswouldthenbe12pointSub-bulletswouldthenbe12pointSampletextontherightsideofthepage(usuallystartsat14point)Sub-bulletswouldthenbe12pointSub-bulletswouldthenbe12pointSampletextontherightsideofthepage(usuallystartsat14point)Sub-bulletswouldthenbe12pointSub-bulletswouldthenbe12pointSampletextontherightsideofthepage(usuallystartsat14point)Sub-bulletswouldthenbe12pointSub-bulletswouldthenbe12pointTextlayouts>placecards2024/5/128EnhancedlistpagesareusefulforpresentingmultiplecategoriesofinformationClientRelationship/BusinessDevelopmentApagelikethisiscalledanenhancedlistThefontsizeformajorbulletsshouldmatchthatofthecategorylabelsontheleftConsultingEngagementDeliveryTraining/CapabilityDevelopmentRecruitingNotethatcategorylabelsarenowrightalignedThelabelsarealsoboldEachcategoryshouldbecomposedofseparatetextboxestomakealignmentandmanipulationeasierThisisameaninglesssecondbulletYoumayneedtoplacelinesinbetweeneachcategoryifthere’snotenoughspacetoseparatethemadequatelyIfso,makeitasolid,lightgraylineEnhancedListTitleTextlayouts>enhancedlistSource:IBManalysis,June20012024/5/129Hereisastandardformatforpresentingquotes;payattentiontocolor,indentation,anddashtype“Wewentaboutbuildingthesethings[industryexchanges]allwrong.Thedaysofthinkingeveryonewillcometogetherinthesebigmarketplacesandsing‘Kum-ba-ya’aregone.”

–FadiChehade,CEO,Viacore“We’vegotatremendousopportunitytodelivergreatervaluetostrategicaccountsanddriveproductivityandrevenuegrowththrough‘private’trademanagementinitiatives.”

– Representativeoffood/beveragemanufacturer“Weare…creatingaprivatesystemmarketplace.Itisliterallyfocusedonintegratingus,ourbottlers,andourcustomerssoallinformationisseemless.”

–EverettDarby,ManagingDirector,

Coca-ColaeBusiness&eVentures“[Thecompany]isupdatingback-endsystemsandfront-endcustomerinterfaces.Thiswillhelpusparticipateinexchanges.Butwehavetodoitanyway,togetourhouseinorder.”

–RepresentativeofpackagefoodsmanufacturerCommentsfromIndustryExecutivesTextlayouts>quotesSource:IBMprimaryresearchinterviews,Dec00;WallStreetJournal,16Mar01;BtoB,08Jan012024/5/130

Contents

DesignElementsGraphicelementsColorpaletteCapitalizationIconicTrackers TextLayoutsBulletedtextPlacecardsEnhancedlistsQuotes

GraphicLayoutsTablesandmatricesGraphsDiagramsScreenshotsAgenda2024/5/131Two-by-twomatrixwithlabelscenteredLabelLabelTheChartTitleGoesHereSubtitlesAre2PointsSmallerThanChartTitle,NotBoldedandinItalicsGraphiclayouts>tablesandmatricesLabelTextgoeshereBulletedifnecessaryLabelTextgoeshereBulletedifnecessaryTextgoeshereBulletedifnecessaryTextgoeshereBulletedifnecessary2024/5/132Three-by-threematrixwithlabelsinboxesLabelLabelLabelTextgoeshereBulletedifnecessaryTextgoeshereBulletedifnecessaryLabelTextgoeshereBulletedifnecessaryTextgoeshereBulletedifnecessaryLabelTextgoeshereBulletedifnecessaryTextgoeshereBulletedifnecessaryLabelTextgoeshereBulletedifnecessaryTextgoeshereBulletedifnecessaryTextgoeshereBulletedifnecessaryGraphiclayouts>tablesandmatricesChartTitle2024/5/133Two-columntablecontainingtext(withcategorylabels)BulletBullet

BulletBullet

BulletBullet

BulletBulletCategory1

Category2

Category3

Category4LabelLabelBulletBullet

BulletBullet

BulletBullet

BulletBulletGraphiclayouts>tablesandmatricesChartTitle2024/5/134Booz-Balltablesshouldbecleanandorganized,allofthesamecolor,andindividualcirclesshouldnotbetoolargeBreadthandDepthofFunctionalityStrengthofArchitectureAbilitytoSupportEaseofImplementationOverallStrength

ofSolutionACNielsenInformationResources,Inc.KenosiaInteractiveEdgeDemantraMercariRW3TechGraphTitle,TimePeriodSubtitleGraphiclayouts>tablesandmatricesHighLowKey:2024/5/135Five-segmentvaluechain(withonehighlightedsegment)Graphiclayouts>diagramsChartTitleBulletSub-bulletSub-bullet

BulletSub-bulletSub-bulletSeparateTextBoxesAreEasiertoMoveAndManipulateJustKeepThemCenteredAppropriatelyBulletSub-bulletSub-bullet

BulletSub-bulletSub-bulletBulletSub-bulletSub-bullet

BulletSub-bulletSub-bulletBulletSub-bulletSub-bullet

BulletSub-bulletSub-bulletBulletSub-bulletSub-bullet

BulletSub-bulletSub-bullet2024/5/136

Four-partorgchartDivisionADivisionDDivisionCBigHoncho(resizeboxifneeded)BulletSub-bulletSub-bulletSub-bullet

BulletSub-bulletSub-bulletSub-bullet

BulletDivisionBGraphiclayouts>diagramsBulletSub-bulletSub-bulletSub-bullet

BulletSub-bulletSub-bulletSub-bullet

BulletBulletSub-bulletSub-bulletSub-bullet

BulletSub-bulletSub-bulletSub-bullet

BulletBulletSub-bulletSub-bulletSub-bullet

BulletSub-bulletSub-bulletSub-bullet

Bullet2024/5/137Theoverallgoalistoincludeallrelevantinformation

whilekeepingthegraphassimpleaspossibleCumulativeNumberofRhodesScholars,1900-1980Harvardvs.YaleAlltextinthegraph(e.g.,dataandaxislabels)shouldbethesamesize,totheextentpossible.Thetextshouldbeplain;onlyboldsomethingifyouarespecificallytryingtohighlightit.Donotaddunitsymbols(e.g.,$orM)tothenumericalaxislabels(exceptfor%).Settheintervalstothelargestreasonablevaluepossible.Ingeneral,donotusebordersonbars,columns,piepieces,etc.YaleHarvardGraphiclayouts>graphs2024/5/138Inallgraphs,thecolorsmustalternatedarkandlight

toensurereadabilitywhenprintinginblackandwhiteGraphTitleSubtitleGraphiclayouts>graphsAxisLabelSource: What’sthesource?

Bargraph,2dataseriesAxisTitleAxisTitleGraphiclayouts>graphsDataSeriesLabelDataSeriesLabelSource: What’sthesource?Title,TimePeriodSubtitle2024/5/140

Datalabelsareoptional;ifused,makethemboldAxisLabelAxisLabelAxisLabelAxisLabelGraphTitle,TimePeriodaSubtitleGraphTitle,TimePeriodbSubtitleGraphiclayouts>graphsSource: (a)Sourceforfirstgraph;b)Sourceforsecondgraph2024/5/141

Stackedbargraph2135408454AxisTitleAxisTitleGraphiclayouts>graphsSource: What’sthesource?Title,TimePeriodSubtitle2024/5/142

100%stackedbargraphAxisTitleAxisTitleGraphiclayouts>graphsSource: What’sthesource?Title,TimePeriodSubtitleColumn1Column2Column3Column4Column5Key2024/5/143

Stackedcolumngraph2135408454CAGR1995-1999Total xx%AxisLabelAxisLabelDataset5 xx%Dataset4 xx%Dataset3 xx%Dataset2 xx%Dataset1 xx%Source: What’sthesource?Title,TimePeriodSubtitleGraphiclayouts>graphs2024/5/144

100%stackedcolumngraphAxisLabelAxisLabelCAGR1995-1999Dataset5 xx%Dataset4 xx%Dataset3 xx%Dataset2 xx%Dataset1 xx%Source: What’sthesource?Title,TimePeriodSubtitleGraphiclayouts>graphs2024/5/145

Waterfallchart,doublestepAxisTitleAxisTitleTitle,TimePeriodSubtitleDataset1Dataset2Source: What’sthesource?Graphiclayouts>graphs2024/5/146

Tornadochart:back-to-backbargraphsAxisTitleCategoryACategoryBCategoryCCategoryDCategoryFAxis