Offsite presentation
The Manulife leadership offsite readout, Wednesday 23 September 2026, 30 minutes. One page per slide section, in running order.
| Audience | Manulife leadership, across Banking, Global WAM and Individual Insurance |
| Framing (client's words) | "Observations, insights, recommendations" |
| Length | 30 minutes including discussion — assume 22 presented, 8 in the room |
| Source skeleton | Prime — Unified Portal Architecture — Deck Skeleton — Sep 23, 2026 (Konrad working doc) |
| Status | Outlines drafted for sections 4 and 5; the rest scoped, not written |
Running order
| # | Section | Page | Min | Status |
|---|---|---|---|---|
| — | One-pager — the outline we walk the client through | One-pager | — | 🟢 Written |
| 1 | Engagement Overview | Engagement Overview | 3 | ⚪ Scoped |
| 2 | Value Proposition to LOBs | Value Proposition to LOBs | 4 | ⚪ Scoped |
| 3 | Our Progression | Our Progression | 3 + 3 demo | ⚪ Scoped |
| 4 | Insights & Observations | Insights & Observations | 6 | 🟡 Outlined |
| 5 | Recommendations & Considerations | Recommendations & Considerations | 7 | 🟡 Outlined |
| 5a | Slide copy — Target Architecture · Enterprise ID & Entitlement | Slide copy | — | 🟡 Draft |
| 6 | Next Steps | Next Steps | 2 | ⚪ Scoped |
| 7 | Open Discussion | Open Discussion | remainder | ⚪ Scoped |
The one-pager is not a section of the deck. It is the single page we screen-share to walk Manulife through the intended shape before slides are built — running order, the five themes, the three asks, and the four choices we want their steer on. It is written to be read by the client; everything else in this directory is working material.
The skeleton's two unnumbered rows are folded in rather than given their own sections: Where we stand today is the back half of Our Progression, and the Deliverable Demo is the live three minutes that closes it. Neither is a separate entry in the deck's table of contents.
What this is not
It is not D2.2. That deliverable is the executive target state architecture presentation at WS 2 close — vision, components, benefits, and per-LOB considerations, against written acceptance. This is a progress readout at a leadership offsite, mid-WS 2, and the target state it would present is not finished.
The two share sources and nothing else. Content here is assembled from the recommendations, the client resource summaries and the open questions register. Anything that appears on a slide and nowhere in the knowledge base is either missing from the knowledge base or should not be on the slide.
Conventions for this deck
- Every number carries its source. The audience includes the authors of the documents these numbers come from. A figure they recognise as their own is an asset; one they cannot place is a liability.
- The concern is theirs, the position is ours. Each observation anchors to a finding Manulife's own architecture function raised — the segment assessment and the readiness review. We are reconciling their material, not grading it.
- Nothing here has been validated with Manulife yet. Say so once, in section 4, and let the rest of the deck stand on it rather than hedging every slide.
- Diagrams shown must be registered client-safe in
diagrams/status.json. Today none are. See Our Progression for what that means for the demo. - No new analysis in the deck. If a slide needs a claim the knowledge base does not hold, write the page first.