Infrastructure beyond COVID-19

L.E.K.
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 10
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

189
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Situation & Context
02
front_matter
Open slide detailBeat · Situation & Context
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summarize
Open slide detailBeat · Situation & Context
04
The slide serves as an introduction to an interim report for the 2021 Australian Infrastructure Plan.summarize
Open slide detailBeat · Situation & Context
05
The slide uses a structured grid layout to present trends, metrics, and implications.summarize
Open slide detailBeat · Situation & Context
06
The slide uses a grid layout to present six distinct thematic opportunities.summarize
Open slide detailBeat · Situation & Context
07
The slide uses a grid layout to present six distinct problem statements.summarize
Open slide detailBeat · Situation & Context
08
The slide uses a three-column layout to categorize sector-specific impacts.summarize
Open slide detailBeat · Situation & Context
09
summarize
Open slide detailBeat · Situation & Context
10
summarize
Open slide detailBeat · Situation & Context
11
The slide uses a matrix structure to categorize qualitative impacts across sectors. It includes a legend for impact intensity.diagnose
Open slide detailBeat · Situation & Context
12
transition
Open slide detailBeat · Situation & Context
13
The slide serves as an introduction/purpose statement for the report.establish_context
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
14
The slide lists numerous organizations and data sources used for the market data and secondary research.summarize
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
15
The framework is split into 'Current Assessment' (steps 1-3) and 'Future Sensitivity' (step 4).present_framework
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
16
The slide uses a 2x2 matrix to define four quadrants (A, B, C, D) representing different recovery outcomes.present_framework
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
17
transition
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
18
The slide uses a multi-phase timeline framework to contextualize historical performance and future uncertainty.present_solution
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
19
The slide uses a line chart to contrast Australia's containment success against the multi-wave patterns in other major nations.establish_context
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
20
establish_context
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
21
Dual-axis chart showing daily new cases by state and cumulative national cases.establish_context
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
22
The slide uses a waterfall-style highlight for the COVID-19 impact period.establish_context
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
23
analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
24
The chart tracks three sentiment categories: appropriate, over-reacting, and not taking seriously enough.summarize
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
25
The chart shows a clear spike in spending starting in 2020 due to stimulus measures.establish_context
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
26
The chart illustrates the 'multi-speed' economy concept, highlighting the divergence between digital-first businesses and traditional retail assets during the panalyze_data
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
27
Includes a specific callout regarding the impact of the JobKeeper program on unemployment statistics.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
28
The chart uses a net impact metric (red dots) to compare regional vs metro averages.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
29
The chart highlights the resilience of regional tourism compared to metropolitan areas during the COVID-19 pandemic.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
30
The chart shows a line graph of percentage variation from 2019 to 2020 for various Australian states.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
31
The chart uses a stacked bar format to represent different levels of travel intention, with overlaid dots indicating net sentiment for three specific months.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
32
Includes two line charts showing historical and forecasted migration and population trends.establish_context
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
33
Includes a stacked bar chart showing historical and forecast data, alongside qualitative insights from industry experts.summarize
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
34
The slide uses stacked bar charts with a net indicator dot to show survey sentiment.diagnose
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
35
The slide uses a stacked bar chart to visualize survey results from two time points.summarize
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
36
The charts use a stacked bar format with a net sentiment indicator (diamond).analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
37
The slide uses a dual bar chart layout to compare two time periods. The data represents survey responses from 562 tradespeople.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
38
The chart uses a custom dot-plot style to show the delta between pre-COVID, April, and June activity levels.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
39
The chart uses a vertical dashed line to mark the introduction of the HomeBuilder policy.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
40
The slide uses stacked bar charts to visualize survey data (n=562) across two categories: worksite access and material sourcing.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
41
The slide uses a line chart to show historical emissions data and a callout to highlight the specific drop in the June 2020 quarter.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
42
transition
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
43
The slide uses a structured list format to map behavioural drivers to specific infrastructure impacts and their 'stickiness'.summarize
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
44
The chart uses a diverging bar structure to represent 'Never' (negative values) vs 'Working from home' (positive values).analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
45
The charts highlight the top three responses in green, with the rest in dark blue.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
46
Includes two line charts showing net migration and arrivals/departures, supported by bulleted behavioral insights.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
47
Data source: CoreLogic; RBA Bulletin - September 2020 The Rental Market and COVID-19analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
48
The chart highlights a trend of moving away from inner cities during the pandemic.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
49
The chart displays occupancy levels relative to pre-COVID-19 baselines.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
50
Includes specific company examples (Telstra, Macquarie Bank, Ashurst, AECOM) and market data from CBRE and Cushman & Wakefield.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
51
Includes behavioral insights regarding search criteria and market price trends for houses vs apartments in Sydney.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
52
Includes a callout box explaining the decline in Victoria due to 5km restrictions.summarize
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
53
Includes two charts: a line chart for online purchase growth by category and a bar chart for ATM withdrawal decline.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
54
The chart uses a 100-point index base. Annotations highlight the impact of lockdowns, stimulus measures, and superannuation withdrawals on spending behavior.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
55
The chart uses a diverging bar format to show net positive sentiment across different categories of consumer behavior.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
56
transition
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
57
summarize
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
58
The chart uses a 7-day rolling average indexed to baseline demand.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
59
The chart uses Apple Mobility data to track public transport demand relative to a February 2020 baseline.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
60
The slide uses two line charts to show patronage decline by mode and a bar chart to show CBD occupancy trends.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
61
The chart illustrates a significant drop in rail patronage across multiple lines in NSW during the 2019-2020 period.analyze_data
Open slide detailBeat · Solution & Approach
62
Includes line chart for transport demand and grouped bar chart for office occupancy.analyze_data
Open slide detailBeat · Solution & Approach
63
The slide uses two line charts to correlate pandemic-era mobility trends with vehicle registration data.analyze_data
Open slide detailBeat · Solution & Approach
64
The slide uses a causal-chain logic to explain market price movements.analyze_data
Open slide detailBeat · Solution & Approach
65
The chart displays net intention as a dot, with stacked bars representing different categories of vehicle usage intent.analyze_data
Open slide detailBeat · Solution & Approach
66
Includes a line chart comparing 2019 vs 2020 cycling volumes in Queensland and bulleted evidence of national trends.summarize
Open slide detailBeat · Solution & Approach
67
The slide uses a line chart to show mobility index trends and a table to show comparative COVID-19 case counts.compare_peers
Open slide detailBeat · Solution & Approach
68
The slide compares Auckland's recovery to Melbourne and Sydney, noting differences in mode-specific recovery rates.analyze_data
Open slide detailBeat · Solution & Approach
69
Data source: Transurban - Urban Mobility Trends from COVID-19analyze_data
Open slide detailBeat · Solution & Approach
70
Data excludes weekend trips.analyze_data
Open slide detailBeat · Solution & Approach
71
The chart uses a combination of bar (LHS) and line (RHS) to show volume and relative change.analyze_data
Open slide detailBeat · Solution & Approach
72
The chart uses a combination of solid and dashed lines to distinguish between weekday and weekend traffic across two geographic regions.analyze_data
Open slide detailBeat · Solution & Approach
73
The chart uses three lines to compare traffic patterns over three months, with callouts explaining the observed shifts.analyze_data
Open slide detailBeat · Solution & Approach
74
The slide uses diverging stacked bar charts to represent survey sentiment.analyze_data
Open slide detailBeat · Solution & Approach
75
The slide uses a 4-row table structure to categorize initiatives.illustrate_case
Open slide detailBeat · Solution & Approach
76
illustrate_case
Open slide detailBeat · Solution & Approach
77
Includes data from Australia Post, AFR, Uber, and L.E.K. research.analyze_data
Open slide detailBeat · Solution & Approach
78
The chart shows a significant drop in loading zone transactions in April 2020.analyze_data
Open slide detailBeat · Solution & Approach
79
analyze_data
Open slide detailBeat · Solution & Approach
80
analyze_data
Open slide detailBeat · Solution & Approach
81
RPT stands for Regular Public Transport.analyze_data
Open slide detailBeat · Solution & Approach
82
Includes a line chart of passenger volumes and a data table for Air NZ load factors.analyze_data
Open slide detailBeat · Solution & Approach
83
Includes a callout box regarding bushfires and a data table showing year-on-year percentage changes.analyze_data
Open slide detailBeat · Solution & Approach
84
The slide uses a structured matrix to evaluate the impact of COVID-19 on various transport-related trends.analyze_data
Open slide detailBeat · Solution & Approach
85
The slide uses icons to represent trend types (acceleration/reversal) and sensitivity levels.analyze_data
Open slide detailBeat · Solution & Approach
86
The slide uses a structured table format to map current transport challenges to potential strategic responses.present_solution
Open slide detailBeat · Solution & Approach
87
transition
Open slide detailBeat · Solution & Approach
88
summarize
Open slide detailBeat · Solution & Approach
89
Includes a quote from the Medical Journal of Australia regarding systemic health infrastructure issues.analyze_data
Open slide detailBeat · Solution & Approach
90
The slide uses quotes from government ministers and the Australian Medical Association to validate the claims.establish_context
Open slide detailBeat · Solution & Approach
91
The slide uses a structured list format to categorize the impact of government restrictions on healthcare operations.diagnose
Open slide detailBeat · Solution & Approach
92
The slide uses a bar chart for national monthly totals and a line chart for state-level monthly trends.analyze_data
Open slide detailBeat · Solution & Approach
93
Includes a stacked bar chart showing monthly volumes and a table showing percentage change from previous month.analyze_data
Open slide detailBeat · Solution & Approach
94
The chart compares two time periods: 'Prior to lockdown' and 'During lockdown'.analyze_data
Open slide detailBeat · Solution & Approach
95
The chart uses a diverging bar structure where positive values represent 'Yes' (telehealth usage) and negative values represent various reasons for not using teanalyze_data
Open slide detailBeat · Solution & Approach
96
The chart uses a diverging stacked bar approach with a net sentiment dot overlay.analyze_data
Open slide detailBeat · Solution & Approach
97
The charts use a diverging stacked bar approach to show net intention, with red dots indicating the net score.analyze_data
Open slide detailBeat · Solution & Approach
98
The chart shows a stacked bar comparison of telehealth usage intent between previous users and non-users.analyze_data
Open slide detailBeat · Solution & Approach
99
The slide uses a stacked bar chart to visualize survey responses regarding clinic payment types and patient behavior in response to potential changes in bulk bianalyze_data
Open slide detailBeat · Solution & Approach
100
Includes a pull-quote from the Director of AHSRI and specific state-level occupancy change data.analyze_data
Open slide detailBeat · Solution & Approach
101
The chart shows a clear upward trend in both priority access and registrations of interest for social housing in Victoria.frame_problem
Open slide detailBeat · Solution & Approach
102
Includes specific data on hotel accommodation initiatives and funding commitments.analyze_data
Open slide detailBeat · Solution & Approach
103
Includes CAGR data for 2016-20 and 2019-20. Mentions specific impact of travel bans and projections for 2021-2022.analyze_data
Open slide detailBeat · Solution & Approach
104
Includes two charts: a bar chart showing international student share by university and a line chart showing visa application trends over time.analyze_data
Open slide detailBeat · Solution & Approach
105
Includes specific university examples (Melbourne, Sydney, Adelaide) and sector-wide financial impact estimates.analyze_data
Open slide detailBeat · Solution & Approach
106
The slide uses a combination of stacked bar charts and bulleted text to illustrate the growth of online education.analyze_data
Open slide detailBeat · Solution & Approach
107
The slide uses a three-part structure to categorize changes: Lecture theatres/classrooms, Rationalisation of campuses/courses, and Digital infrastructure.summarize
Open slide detailBeat · Solution & Approach
108
Includes three distinct quotes from university stakeholders supporting the data trend.analyze_data
Open slide detailBeat · Solution & Approach
109
The chart shows a stacked bar chart of commencements by state from 2016 to 2020.analyze_data
Open slide detailBeat · Solution & Approach
110
The chart displays three segments: Total Australia, Age Cohort, and State. The data is based on a survey from November 2020.analyze_data
Open slide detailBeat · Solution & Approach
111
The chart shows a stacked bar graph of enrolments by region type, with a corresponding table of CAGR percentages.analyze_data
Open slide detailBeat · Solution & Approach
112
The slide uses a stacked bar chart for historical data and a line chart for 2020 trends, annotated with key COVID-19 events.analyze_data
Open slide detailBeat · Solution & Approach
113
The slide uses a grouped bar chart to show regional differences in park usage trends during the pandemic.analyze_data
Open slide detailBeat · Solution & Approach
114
The slide uses a line chart to show employment trends relative to a March 2020 baseline, supplemented by bulleted insights on sector impact and JobKeeper suppordiagnose
Open slide detailBeat · Solution & Approach
115
Includes a direct quote from the President of the Melbourne Cricket Club (MCC) regarding revenue impact.analyze_data
Open slide detailBeat · Solution & Approach
116
The chart uses a stacked bar format to show the percentage of respondents who will return to activities with reduced frequency due to health or financial reasonanalyze_data
Open slide detailBeat · Solution & Approach
117
The slide uses a bar chart for the prevalence of changes and a stacked bar chart for the timeline of returning to previous habits.analyze_data
Open slide detailBeat · Solution & Approach
118
The chart uses a diverging stacked bar format to show positive vs negative sentiment regarding return to activities.analyze_data
Open slide detailBeat · Solution & Approach
119
The table uses qualitative icons to represent trends (arrows, circles) and categorical descriptions.analyze_data
Open slide detailBeat · Solution & Approach
120
The table uses icons to represent trends (reversal, acceleration) and sensitivity levels.analyze_data
Open slide detailBeat · Solution & Approach
121
The slide uses a structured table format to map sector-specific challenges to recommended policy/investment directions.present_solution
Open slide detailBeat · Solution & Approach
122
transition
Open slide detailBeat · Solution & Approach
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summarize
Open slide detailBeat · Solution & Approach
124
Includes CAGR data for two distinct periods and specific user growth metrics for Microsoft Teams.analyze_data
Open slide detailBeat · Solution & Approach
125
Includes a stacked bar chart showing Low/High case scenarios and a table of CAGR percentages.size_opportunity
Open slide detailBeat · Solution & Approach
126
The chart displays survey data from November 2020 with N=1,531.analyze_data
Open slide detailBeat · Solution & Approach
127
Includes a dual-axis chart showing absolute investment (bars) and YoY growth rate (line).analyze_data
Open slide detailBeat · Solution & Approach
128
Includes CAGR data and specific industry benchmarks for MFA adoption.analyze_data
Open slide detailBeat · Solution & Approach
129
The slide uses a line chart to show congestion spikes and bullet points to detail the response measures.analyze_data
Open slide detailBeat · Solution & Approach
130
Includes specific callouts for lockdown periods and CAGR metrics.analyze_data
Open slide detailBeat · Solution & Approach
131
summarize
Open slide detailBeat · Solution & Approach
132
frame_problem
Open slide detailBeat · Solution & Approach
133
Includes a line chart showing price trends (2000-2020) and a table comparing ADII scores across demographic segments.analyze_data
Open slide detailBeat · Solution & Approach
134
The slide uses a combination of stacked bar charts for complaint data and grouped bar charts for network speed performance to illustrate the impact of the pandeanalyze_data
Open slide detailBeat · Solution & Approach
135
The charts use a diverging bar style where the baseline is at 0, with 'Yes' categories extending upwards and 'No' categories extending downwards.analyze_data
Open slide detailBeat · Solution & Approach
136
The slide uses a line chart to compare broadband speed indices across several countries, with callouts explaining specific performance anomalies in Germany and analyze_data
Open slide detailBeat · Solution & Approach
137
The chart highlights the 'First Australian lockdown' as a vertical dashed line.analyze_data
Open slide detailBeat · Solution & Approach
138
summarize
Open slide detailBeat · Solution & Approach
139
The slide contrasts the long ROI period of 5G with the potential for higher EBITDA margins compared to NBN.summarize
Open slide detailBeat · Solution & Approach
140
The table uses qualitative icons to represent sensitivity levels and trend directions.analyze_data
Open slide detailBeat · Solution & Approach
141
The slide uses a structured table format to evaluate five specific trends within the 'Bandwidth and connectivity' segment.analyze_data
Open slide detailBeat · Solution & Approach
142
recommend
Open slide detailBeat · Solution & Approach
143
transition
144
The slide uses a structured table format to map categories to specific segments and their associated trends.summarize
145
summarize
146
The chart combines a line graph for number of installations and a stacked bar chart for MWh capacity (residential vs non-residential).analyze_data
147
The chart uses a diverging stacked bar approach to show positive vs negative sentiment, with a 'Net' indicator dot.analyze_data
148
The chart shows a stacked bar chart of electricity consumption by state (NSW, Vic, QLD, SA, Tas) over 5 years.analyze_data
149
The chart illustrates the divergence of residential and commercial load during the pandemic.analyze_data
150
The chart uses a 7-day moving average to compare 2019 and 2020 consumption patterns.analyze_data
151
The slide uses choropleth maps to visualize demand changes across Victorian regions.analyze_data
152
The chart uses a stacked bar approach to show positive, neutral, and negative sentiment, with a net intention dot overlay.analyze_data
153
The slide uses two line charts to contrast historical demand trends with future reliability forecasts.analyze_data
154
The chart displays quarterly data points for two categories (AEMO Markets and GPG) across 9 quarters.analyze_data
155
The slide uses company logos as anchors for specific case study bullet points.illustrate_case
156
Includes a break in the x-axis timeline between Q320 and June.analyze_data
157
establish_context
158
The chart combines a stacked bar chart for installation counts and a line chart for average kW capacity.analyze_data
159
The chart uses a diverging stacked bar approach to show positive and negative responses relative to a net intention baseline.analyze_data
160
Includes a timeline/process diagram showing the evolution of the Renewable Energy Target (RET) from 2001 to 2015.establish_context
161
summarize
162
The slide highlights the 'duck curve' phenomenon caused by rooftop solar.analyze_data
163
The table uses qualitative icons to represent trend types, correlations, and sensitivities.analyze_data
164
The slide uses icons to represent distribution (urban/regional) and trend types (arrows).analyze_data
165
Part of a series of slides assessing trends in the energy sector.analyze_data
166
present_solution
167
transition
168
summarize
169
The chart shows significant volatility in annual rainfall, with a notable recent dip in 2019.establish_context
170
The chart illustrates a long-term decline followed by a recovery period.establish_context
171
The chart shows historical water storage levels against full operating storage capacity.diagnose
172
analyze_data
173
The slide uses two bar charts to illustrate survey results from the Water Services Association of Australia regarding financial stress in the water sector.diagnose
174
The slide uses a structured table format to evaluate trends in water usage and customer hardship.analyze_data
175
recommend
176
transition
177
The slide uses a structured table format to map categories to specific segments and their associated trends.summarize
178
Data extrapolated for missing years 2008, 2012, 2013.analyze_data
179
Includes a stacked bar chart showing waste composition by type and a table of total output in kilotonnes.analyze_data
180
Includes a testimonial/quote from an organic farmer.analyze_data
181
Includes two bar charts with corresponding data tables and qualitative insights from industry reports.analyze_data
182
The slide uses a two-column comparison structure to contrast the baseline issue with the COVID-19 acceleration.frame_problem
183
The slide combines historical data (2007-2017) with qualitative insights regarding the impact of COVID-19 on paper consumption.analyze_data
184
The slide uses a dual-axis chart to show revenue (bars) and employment (line) trends, with a specific callout to the 14% growth spike.analyze_data
185
The chart uses a stacked bar format to show cost components (Capital, OPEX, Residual) vs Commodity sale price, compared against NSW and VIC landfill gate fees.compare_options
186
The slide uses a structured matrix to categorize trends by segment, volume/mix, distribution, trend type, and future sensitivity.analyze_data
187
recommend
189
appendix