1 PNC Webinar Template PNC Webinar Template Slide 1: Template Basics Slide 2 – Slide 7: Slide Template Layouts Slide 8 – Slide 21: Example PresentationTEMPLATE BASICSAll new slides you add to your presentation will leverage one of the six custom slide layout templates:General Layout (Slide 2)Agenda Layout (Slide 3)Bulleted List Layout (Slide 4)Flowchart Layout (Slide 5)Demonstration Layout (Slide 6)Screenshot Layout (Slide 7)Choose the appropriate slide layout for the different types of information, as described in the Notes section for each slide layout type.Directions given in this template are for Microsoft PowerPoint You can duplicate any slide layout by clicking on the slide and choosing Edit>Duplicate from the top menu.When your presentation is completed, you can hide (or delete) any blank custom slides by clicking on the slide and choosing Edit>Delete Slide from the top menu.
2 Click to add Presentation Title Click to add Product nameClick to add Presentation TitleTEMPLATEGeneral Layout:Use this slide layout at the beginning of the course to announce the name of the course, instructor name and any other important information for getting started.Additionally, this slide is used for Polling Questions and to conclude the course.
3 Click to add Product name Click to add text – next topicClick to add textClick to add text – fields will automatically resizeTEMPLATEAgenda Layout:Use this slide layout at the beginning of the Webinar as an overview of the topics to be covered. Or it can be used between topics as a way to transition from one topic to the next and show the sub-topics for a particular Agenda item.There are two options for the bullets – no fill (first example) or pre-formatted with a background fill (second example). Use the stylized (background fill) bullet to show the next topic you are going to cover.To copy the format of the highlighted bullet point (fill or no fill), click on the text box (not the text) of the box you want to copy, then choose the Format Painter (Paint Brush) icon in the top menu. Click on the text box that you want to apply the format to, and the style will be duplicated.To delete extra bulleted items, click on the text box (not the text) and then use your Delete key.
4 Click to add Product name Click to add sub-header textMain bullet textSub-bulletSecond sub-bulletTEMPLATEBulleted List Layout:Use this slide layout for:Any bulleted listObjectives slide for a bulleted list of course objective or goalsCustomer Support information telling participants where to go for more help and resources, such as customer support line phone number and Resource Center linkPost-Webinar Feedback slide soliciting participant feedback via surveyQ&A/Discussion slide marking the point in the presentation for the Question and Answer discussion
5 Click to add sub-header text Click to add Product nameClick to add sub-header textTEMPLATEFlowchart Layout:Use the flowchart slide layout to provide the high-level steps (feature at-a-glance), as an introduction to the process or steps that you will demonstrate.The text boxes are draggable and can be moved, added or deleted as relevant to the content. Pointer arrows are available at the bottom that can be copied and moved into place.
6 Click to add sub-header text Click to add Product nameClick to add sub-header textMain bullet textSub-bulletSecond sub-bulletTEMPLATEDemonstration Layout:Use this slide layout to introduce and play recorded system demonstrations or simulations.Use the left column to list some key points the participants should watch for or be aware during the demo.You can access the recorded demonstrations and simulations by logging into the Resource Center as the assigned host for the Webinar session. To embed a link to the demonstration on the Resource Center, right-click the image and select hyperlink. Locate the demonstration on the Resource Center and click OK.Alternatively, for demonstrations in a live system, use this slide to mark the place where you would leave the presentation and demo in the system live.For more information about technical issue requirements, tips and tricks for playing recorded demos via WebEx, refer the PNC Webinar Facilitator Guide, Logging in and Performing Tasks section.
7 Click to add Product name TEMPLATEScreenshot Layout:Use a screenshot when you want to review something important from a demo or if you want to show a feature you don’t need to demo. Use this slide layout to insert any screenshot by simply clicking the icon, locating and selecting the screenshot, and clicking OK.A screenshot to fill the content window like this needs to be 960x630 at 100 dpi. If it is not exactly this size, it will appear cropped. If you have a screen shot that is not in these dimension (e.g. 800 x 600), you can still use it. So that it does not appear stretched, right-click on the image and select Format Picture>Picture. Click Reset, then click Close. Then re-position the image where you want on the screen.You can add a text description to the slide by filling in the text box. The text box will automatically resize.
8 PINACLE® General Administration Treasury Management PINACLE®PINACLE® General AdministrationPresented by: Christopher Giglione Training Specialist, PNC AUDIO: CODE:EXAMPLEThis slide uses the General layout.This is the Welcome Screen of your presentation.
9 Treasury Management PINACLE® ObjectivesIn this Webinar, you will learn how to:Access PINACLE® Administration featuresPerform various functions specific to your role as a system administratorReport issues to Product Client Services and track their status and resolutionEXAMPLEThis slide uses the Bulleted List layout.Before showing the Agenda, provide some overall high-level goals or objectives about what will be learned in the Webinar.
10 Treasury Management PINACLE® Ground RulesYou can ask questions anytime by using the Q&A session feature in WebExRefrain from asking verbal question during the presentationThere will be time at the end to discuss any of your questionsEXAMPLEThis slide uses the Bulleted List layout.Set some ground rules for the Webinar, such as procedures for asking questions and having discussions, and any other items or requests you have of attendees.For more information about how attendees and the instructor will use the Q & A session function in WebEx, refer to Appendix C – WebEx Q & A and Parking Lot Features.
11 Treasury Management PINACLE® Customer SupportBasic Administration FeaturesAgendaManage OperatorsManage RolesEXAMPLEThis slide uses the Agenda layout.Begin the course with an Agenda listing the main sections of the Webinar. Use the stylized bullet to show which section you are going to cover next. The next section is Basic Administration Features.Administration for Specific ServicesQ & A
12 What topics would benefit you the most? Click to add Product namePoll:What topics would benefit you the most?Customer Support Basic Administration Features Manage Operators Manage Roles Administration for Specific Services Please answer the poll questions as they appear on your screen.ExampleThis slide uses the General layout.Create a poll based on the agenda topics and/or sub-topics for your Webinar. Use the WebEx Polling feature to determine what topics should be covered and to what extent based on attendee feedback.For more information about polling facilitator setup and attendee participation in WebEx, refer to the PNC Webinar Facilitator Guide, Appendix B.
13 Treasury Management PINACLE® Operator Login and Administration Report FeaturesCompany Activity ReportBasicAdministrationFeaturesNaming AccountsEntitlement ReportsEXAMPLEThis slide uses the Agenda layout.Use the Agenda Layout slide layout again at the beginning of a section to show the sub-topics covered in that section.The sub-topics in the Basic Administration Features section are listed on this slide in the order they will be covered. Naming Accounts is next.Clearing Duplicate LoginsOperator Approval Report
14 View Company Activity Report Treasury Management PINACLE®View Company Activity ReportSelectReportFor One or MultipleOperatorsEnterDate RangeRun ReportReport Displays in New WindowView, Search, Print or ExportEXAMPLEThis slide uses the Flowchart layout.Use a flowchart to provide the high-level steps (feature at-a-glance), as an introduction to the process or steps that you will demonstrate. These are the overall steps for viewing the Company Activity Report.
15 View Company Activity Report Treasury Management PINACLE®View Company Activity ReportView logins and activity of a single operator or all operators45 days of data are available in the systemReports can be searched, printed or exported to ExcelEXAMPLEThis slide uses the Demonstration layout.Use the left column to list some key points the participants should watch for or be aware during the demo. This slide can be used directly to launch the demonstration from a link to the Resource Center, or a place marker to go to a live system demonstration.
16 Treasury Management PINACLE® EXAMPLEThis slide uses the Screen Shot layout.Use a screenshot when you want to review something important from a demo or if you want to show a feature you don’t need to (or can’t) demonstrate. You can also add a text description to the slide by filling in the text box.The report shows the Operator, Date & Time and the Actions, such as which modules the operator has accessed during the period.
17 Treasury Management PINACLE® Q & A DiscussionReview questions on the whiteboardRead each question one at a timeAnswers and brief discussionLimit follow-up questions so there is time to answer all questionsWhere to go for more answers will be providedEXAMPLEThis slide uses the Bulleted List layout.After all topics have been presented, open up the session for question and answer. Participants will have documented their questions during the session and you’ll be able to address each one.For more information about how participants and the instructor will use the Q&A session function in WebEx, refer to the PNC Webinar Facilitator Guide, Appendix C.
18 Treasury Management PINACLE® Contacts & ResourcesOur support of PINACLE® extends beyond this session.If you have any questions or issues in the future, please contact the PINACLE® Help Desk.Phone: , option #2, then option #1EXAMPLEThis slide uses the Bulleted List layout.Provide information about whom to contact and where to go for additional help or information after the last topic and before asking for participant feedback.
19 Treasury Management PINACLE® The Resource CenterThe Resource Center is your one-stop location for training resources.Use the Resource Center to:Register for webinars for hands-on instructionAccess Tip Cards for quick instructionsView modular Demos of your systems and servicesTry Simulations to practice in a simulated system environmentComplete Web-Based Training modules for even more practice.Access the Resource Center:Go toRegister your accountView the Resource Center WBT moduleEXAMPLEThis slide uses the Bulleted List layout.Provide information about the Resource Center and how to access it.
20 Treasury Management PINACLE® We Value Your FeedbackPNC Bank is committed to your total satisfaction with our Treasury Management products.We appreciate your time in completing the following survey.Your feedback allows us to better understand our customers’ needs as we continually look for ways to improve upon our services.Please answer the questions as they appear on your screen.EXAMPLEThis slide uses the Bulleted List layout.Solicit participant feedback about the presentation after all content has been presented and discussed.For more information about how the instructor will setup a polling questionnaire and participants will take the survey in WebEx, refer to the PNC Webinar Facilitator Guide, Appendix B.
21 Thank you for attending! Treasury Management PINACLE®Thank you for attending!We hope today’s session was helpful for you to see this service in action and to answer any initial questions had.EXAMPLEThis slide uses the General layout.At the end of the presentation, include a final slide with a salutation.