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New Client Template

Transcript: Bob & Mary Smith Personal CFO Have you developed a Financial Plan? 57% 80% Probability of Success Probability of Success In Confidence Zone In Confidence Zone Current Status Optimal Result Needs Currently trying to benchmark their budget Not sure how much they currently spend or would need to keep lifestyle in retirement Wants to be able to live off $6/month since mortgage is paid off Currently spend $1843/month of health insurance as self employed Connie may go back to work Concerned about outliving their money Goals Give the next generation a better chance than he was given Leave a legacy to his son Pay for Callum's college Doesn't see himself retiring but will want to slow down at some point Wants to be on the board of a company working 10-20 hrs/wk making $30-40k/year Lifestyle Needs Lifestyle Needs Determine amount of income needed to support your essential living expenses Determine purpose and cost of one-time large expenditures including education, vacation homes or assistance for family members Establish your financial independence goals and the price to be paid to achieve them Review your annual charitable giving objectives and how they should be funded What are the income and lifestyle needs and wants of your family currently and prospectively? Item 2 Item 3 Item 3 Income Sources Income Sources Understand current and projected income for your family Determine the amount of income that you wish to replace if your were to become disabled Review the cost/benefits of various pension or retirement plan pay-out options Analyze social security income options Have you evaluated all current sources of income and potential changes to these sources? Understand required minimum distributions from retirement plans Objectively consider any expected gifts or inheritances Item 2 Item 3 Item 3 Item 3 Item 3 Benefit Utilization Benefit Utilization Review participation in pre-tax reimbursement and cafeteria plans Determine levels of participation and type of company retirement plans (qualified and non-qualified) Review all available stock purchase and stock option plans Evaluate whether any forms of IRA contributions, rollovers, or supplemental retirement plans on self-employment income are appropriate Are you fully utilizing all benefits available to you? Item 2 Item 3 Item 3 Investment Consulting Do your investments match your risk tolerance and financial goals? Current Investments UK SIPP ($300k) Morgan Stanley IRA ($170k) Texas College Savings 529 Plan ($35k) Investment Philosophy Investment Philosophy Define your attitude toward investment risk Determine whether the optimalized target allocation is consistent with your risk attitudes Determine legal, investment, regulatory restrictions or unique circumstances impacting your portfolio Determine the least risky asset allocation that maximizes the probablility of success of your financial plan Have you developed an investment philosophy? Item 2 Item 3 Item 3 Portfolio Mechanics Portfolio Mechanics Decide accounts to consolidate, transfer, or maintain separately and how to handle for policy & advice Determine the type of investments/strategies to be utilized in each account Determine portfolio tax and expense efficiency Review portfolio performance relative to appropriate benchmarks Have you determined the mechanics for managing your portfolio and the evaluation of what success looks like? Item 2 Item 3 Item 3 Business Succession What's your business worth and why? Business Overview Not Applicable Exit Planning Exit Planning Determine business valuation Develop succession plan Have you developed an exit plan for your business? Item 2 Business Interests Business Interests Consider liability & tax implications of your business structure Establish and/or review buy sell and business continuation agreements Determine potential business impact of owner disability Establish appropriate funding mechanisms for buy-out upon death Have you defined and protected your business interests? Item 2 Item 3 Item 3 Wealth Preservation How are you protecting the wealth you've built? Current Net Worth Net Worth - $905,000 Investment Assets - $505,000 Other Assets (House) - $400,000 Liabilities - $0 Tax Planning Tax Planning Determine appropriate levels of withholding and estimated tax payments Determine whether tax-loss harvesting is possible and appropriate Review gifting opportunities and strategies to transfer assets and reduce current income tax liabilities Determine whether to accelerate or defer income and/or deductions for tax bracket or AMT reasons Are you proactively engaged in tax planning for you and your dependents? Item 2 Item 3 Item 3 Credit Strategy Credit Strategy Determine desired level of emergency fund and credit lines funding Evaluate appropriate credit cards for limits and benefits Develop a strategy for when you wish to be debt-free Have you established your philosophy regarding using savings or credit? Item 2 Item 3 Debt Management Debt Management Review the Risk

Client Presentation

Transcript: What is the importance of an optimistic approach when dealing with a patient who suffered a stroke? CVA Decreased muscle strength and control Decreased endurance Limited range of motion Uncoordinated or jerky movements Nursing Diagnosis 2 Impaired Skin Integrity 4 Nursing Diagnosis 4 Bathing/Hygiene Self-care Deficit 2 Nursing Goal: Acknowledging factors that lead to the low self-esteem feelings When a cerebrovascular accident or stoke occurs the blood flow is temporarily restricted and does not allow the brain cells to receive the nutrients they need, as a result within minutes they begin to die. When a person suffers a stroke is it the opposite side of the brain that is affected and in turn the opposite side of the body. Ischemic stroke is one of the two kinds of cerebrovascular accident, it is caused when a blood clot blocks or plus one of the vessels in the brain. Name: R.R Age: 81 Allergies: NKA Hx: CVA, Chronic renal failure, hyperlipidemia, anemia,ischemic heart disease, prostate enlargement, coronary artery disease, degenerative c-spine. Married, 3 Children, 1 Grandchild, Retired Nimbus Owner Priority: A B C Client was hospitalized on May 12th, 2011 for chest pains. On May 13th he went for stinting of vessels resulting in a failed attempt. He had a pacemaker put in on May 17th due to second degree heart block. On May 19th a second trail was successful on inserting vessel stinting. Post procedure he developed hemiparesis with slurring of speech and flattening of left face. He was admitted to Wascana Rehab on July 7th, 2011 because of the cerebral vascular accident. How is the clients self-esteem threatened by this illness? Loss of independent functioning Social role chances Decreased Control over environment Nursing Goal: Encourage client to be optimistic Critical Thinking Questions: 5 Nursing Goal: Client will understand risk factors Nursing Diagnosis 6 Risk for Infection Client presentation Nursing Diagnose 1 Impaired Physical Mobility Physical Immobilization Body Moisture Scratches skin Extremes of age Shearing forces Pressure How would you be able to cope with loss of functioning of one side of your body and not being able to do previous activities? Nursing Goal: Encourage client to wash with washcloth daily Nursing Diagnosis 3 Moderate Powerlessness Ashly Laliberty Doubts regarding role behavior Dependency Loss of privacy Debilitating conditions Frustration over inability to preform previous tasks Nursing Goal: Client will be moved Q2H on my shift Broken skin on elbow Indwelling catheter Extremes of age Weakness, Fatigue Neuromuscular impairment Unable to do any bathing Nursing Diagnosis 5 Risk for Situational Low Self-esteem Nursing Goal: Client will engage in exercises by end of shift 29/11/12 Path of Physiology

BLUE FLAME - Client Presentation Template

Transcript: DESIGN DEFINE Creative Specialist DISCOVER DECENT DRIVE DEVELOP DEPLOY Creative Director Other Department COLLABORATIVE WORKFLOW Creative Manager Utiliztion Rates Blue Flame's creative utilization rate is defined as the percentage of time a resource spends directly on active projects. Target Utilization: approximately 80% CREATIVE WORKFORCE CREATIVE WORKFORCE *data reflecting six weeks of reported hours Creative Operations Manager 149% Creative Operations Manager 149% 3D Designer 71% 3D Designer 71% Graphic Designer 59% Graphic Designer 59% Graphic / 3D Designer 48% Graphic / 3D Designer 48% A creative director is a vital role in all creative industries. The responsibilities of a creative director include leading the design and concept for any assigned projects. The creative director is known to guide a team of internal specialists and external resources with skills and experience related to creative industry fields. The creative director may also assume the roles of an art director, copywriter, photographer/videographer, or lead designer. Some example works can include brainstorming, storyboarding, visual layout, and copywriting. Creative Director 0% Creative Director 0% Blue Flame could concider building a pool of freelance Creative Director specialists to be tapped per project opportunity that matches their professional experience. Events Print Digital Social Pool Pool Blue Flame could test new Creative Director resources through pilot projects. Some projects that can be used as a pilot include: Blue Flame Branding & Marketing (print / digital) New Business Opportunites (events) Pilot Pilot INITIAL REQUEST INITIAL REQUEST EVENT INFORMATION EVENT INFORMATION CLIENT INSPIRATION CLIENT INSPIRATION ASSETS ASSETS VENUE INFORMATION VENUE INFORMATION INTERNAL KICK-OFF / BRAINSTORM INTERNAL KICK-OFF / BRAINSTORM QUESTIONS QUESTIONS RESEARCH & INSIGHTS RESEARCH & INSIGHTS STRATEGY STRATEGY TACTICS TACTICS RESOURCES RESOURCES SCHEDULE SCHEDULE BUDGET BUDGET PROPOSAL PROPOSAL ROADMAP ROADMAP LOOK & FEEL LOOK & FEEL CONCEPT CONCEPT INITIAL CONCEPT INITIAL CONCEPT REVISION 1 (R1) REVISION 1 (R1) REVISION 2 REVISION 2 FINAL REVISION FINAL REVISION MAPS / GROUND PLANS MAPS / GROUND PLANS GRAPHICS GRAPHICS DIGITAL DIGITAL COPY COPY INTERNAL REVIEW INTERNAL REVIEW CLIENT REVIEW CLIENT REVIEW PRODUCTION FILES PRODUCTION FILES INITIAL DEV INITIAL DEV DEV CHECK DEV CHECK FINALIZE FINALIZE SHIP SHIP LOAD IN LOAD IN ACTIVATE ACTIVATE RUN OF SHOW RUN OF SHOW PHOTO / VIDEO CAPTURE PHOTO / VIDEO CAPTURE LOAD OUT LOAD OUT INVOICING INVOICING FILE ARCHIVAL FILE ARCHIVAL PROJECT RECAP PROJECT RECAP POSTMORTEM POSTMORTEM

SMBW- Client Presentation Template

Transcript: SMBW Sketch Book Welcome WELCOME TO YOUR SKETCH BOOK Welcome to the Capital One Knolls 1 Café Sketch Book, a digital guide to SMBW’s first generation thinking around design strategy, theme, and project solutions. These ideas were developed without the benefit of collaboration with your team so are meant to demonstrate our creative rigor and approach. Together, we will create the ultimate solution. We believe in the creative marriage of design innovation and technical excellence, which results in spaces that not only inspire, but endure. Note that all design concepts herein are the intellectual property of SMBW, PLLC and cannot be used without the express written permission of SMBW, PLLC. Meet the Team THE SMBW TEAM Tamara Van Meter Design Principal + Senior Project Manager Expertise: Client charrettes and engagement Capital One Experience: Market 34, 1717, Power-Up, The Grove at Knolls 3, JRC Dining The Knolls 1 Team consists of creative professionals who have a long standing history on relevant design projects, in particular food-service and corporate campus design. Fred Hopkins Technical Director Elliott Freeman Project Architect Expertise: Designing for longevity Capital One Experience: The Grove at Knolls Expertise: Technical guru Capital One Experience: Market 34, 1717 Innovation Center, The Grove at Knolls Andy Lehman Interior Designer Expertise: Soup to nuts design packages, interiors and graphics Capital One Experience: Market 34, 1717 Innovation Center, The Grove at Knolls CONSULTANT TEAM Roy Sebring Director of Architecture + Engineering McKinney & Company Expertise: client charrettes and engagement Capital One Experience: Market 34, 1717 Innovation Center, The Grove at Knolls and 100+ projects in CVA and nationwide The Knolls 1 Team consists of creative professionals who have a long standing history on relevant design projects, in particular foodservice and corporate campus design. Laura Lentz Gwen Grossman Claudia Barrett Lighting Designer GGLD Principal + Foodservice Designer Culinary Advisors Principal/CEO GGLD Expertise:Lighting Capital One Experience: Market 34 Expertise: Foodservice design Capital One Experience: McLean Towers 1 and 2 Expertise: Interiors and lighting design Capital One Experience: Market 34 Lessons Learned Market 34 Cafe LESSONS LEARNED Strategies moving forward LESSONS LEARNED LESSONS LEARNED MARKET 34 Require field inspections of millwork prior to equipment drop-in to detect fabrication flaws. Require 1” clearance and 3 layers of heat isolation tape around hot equipment along with cutout and seaming space requirements to avoid countertop cracking. Utilize high traffic flooring transitions for visual character without sacrificing easy maintenance (ex. stenciled concrete with clear epoxy coating to define design zones). Develop branded 8 ½ x 11 display templates for daily menu changes that enable staff to quickly print cost-effective signs in-house (ex.Menu signs). Blend unexpected and whimsical design features to introduce elements of dwell and hospitality. 1717 Innovation Center The Grove at Knolls 3 1717 Utilize an offsite millwork fabricator for labor and material cost savings, have product shipped and installed by GC. Avoid dark colored solid surface countertop as scratches are more visible. Implement consistent overall brand strategy with opportunities for individuality throughout the space (ex. neighborhood floor concepts ). LESSONS LEARNED The Grove at Knolls 3 In higher performance facilities, like Contact Centers, utilize solutions and materials that withstand increased wear and tear (ex. ceramic tile imprinted with wood texture in lieu of wood veneer on servery panels are easily wiped down). Use of synthetic or digital greenery features add a low-maintenance but visually impactful touch of nature (ex. graphic wallcovering). Include easily refreshed displays to allow ease of featuring daily menu changes and nutrition awareness (ex. chalkboard and kraft paper roll). Collaborate closely with local team (project managers, client advocates, contractors, equipment suppliers and fabricators) to achieve quick deliberations to successfully meet an aggressive schedule. Don't take our word for it The Big Idea DESIGN BRIEF Project Brief Design Components We Propose To Create a fresh new dining destination and experience inspired by food markets. Establish design vocabulary, graphics, materials, and flow to create a dynamic campus destination for dining, retail, and social interaction. Present a design concept that can be executed at two different scales of cost and construction scope: low impact and high impact. Engage Capital One and the consultant team as coauthors of design in a series of design charrettes to fast track the project and build consensus As part of Capital One’s ongoing food service strategy, a substantial renovation of Knolls 1 will serve as a centerpiece for a new marketplace inspired dining experience on the West Creek campus. The current cafe is 4,000 GET

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