Oak Street Health | Investor Day Presentation Deck | 69 slides

Oak Street Health · 2022-04
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

69
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
front_matter
04
transition
05
The slide uses a 'We are/leverage/improve/reduce' framework to define the company's value proposition.establish_context
06
Uses a three-column layout to categorize problems, followed by a callout box highlighting the concentration of costs in chronic disease.diagnose_problem
Open slide detailBeat · ProblemLoop · Cost Of Inaction
07
Uses a concentric circle diagram to represent market segmentation/sizing.size_opportunity
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
08
present_solution
09
summarize
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frame_situation
Open slide detailBeat · Solution
11
compare_peers
Open slide detailBeat · Solution
12
The slide uses a process-flow style diagram to illustrate the care model components.present_framework
Open slide detailBeat · Solution
13
The slide uses a three-column process layout to explain the patient onboarding and assessment workflow.present_solution
Open slide detailBeat · Solution
14
present_solution
Open slide detailBeat · Solution
15
Uses a before-after-bridge style layout to contrast industry problems with company solutions.diagnose_problem
Open slide detailBeat · Solution
16
The slide uses a patient photo to humanize the clinical data.summarize
Open slide detailBeat · Solution
17
The chart is a conceptual line graph showing positive correlation between patient tenure and contribution.illustrate_case
18
Uses a chevron-based process flow to contrast traditional spending with value-based outcomes.present_solution
19
The slide contains a placeholder text '[video slide]' indicating this is a placeholder for multimedia content.transition
20
The slide uses a visual list format to indicate the current section of the presentation.transition
21
The slide uses a tree metaphor for the brand name 'Canopy'.present_solution
22
The slide uses a table-like structure for differentiation points and a chevron-style visual to connect to quantitative metrics.summarize
23
Uses a classic Problem-Solution-Impact structure.present_solution
24
Uses a classic problem-solution-impact structure.present_solution
25
The slide is a simple green background with a title and a small annotation indicating it is a video slide.transition
26
The slide uses a list-based navigation structure to show the presentation flow, with the current section highlighted in green.transition
27
The slide uses a custom framework mapping patient-centric goals to specific behavioral outcomes.present_framework
28
illustrate_case
29
present_framework
30
summarize
31
present_framework
32
The chart uses a broken axis (2013-2018) to represent a long initial period followed by annual increments.plan_implementation
33
The slide uses a cohort analysis (vintage) for patient growth and a time-series line chart for acquisition, annotated with pandemic-related events.analyze_data
34
The slide indicates that a video will be played at this point in the presentation.transition
35
The slide uses a list format with icons to represent different sections of the presentation, with the current section highlighted in green.transition
36
summarize
37
Uses a process flow diagram with icons and representative photos.plan_implementation
38
The slide uses a combination of iconography and bullet points to explain their site selection methodology.present_solution
39
The slide uses a hammer icon as a visual metaphor for 'standardization' or 'construction'.present_framework
40
The slide uses a layered visual metaphor to represent scalability of the care team.present_framework
41
Uses a three-column layout to categorize talent development initiatives.present_framework
42
The slide uses a process-like flow (heart icon -> hands icon -> ribbon icon) to connect culture to DE&I to differentiation.summarize
43
The slide uses R-squared values to demonstrate predictability in business performance metrics.analyze_data
44
The slide contains a placeholder text '[video slide]' indicating this is a transition to a video asset.transition
45
The slide uses a list format with icons to represent strategic pillars. One item is highlighted in green, indicating a transition to a specific section.transition
46
summarize
47
The slide uses a circular diagram to represent a flywheel effect.summarize
48
The slide uses a timeline to correlate service expansion with geographic footprint growth.summarize
49
present_solution
Open slide detailLoop · Quick Win Big Bet
50
illustrate_case
Open slide detailLoop · Quick Win Big Bet
51
The slide uses icons to represent strategic pillars. The final row is highlighted in green, indicating a transition to a specific topic presented by the CFO.transition
52
The diagram uses a standard arithmetic buildup structure (revenue - claims = contribution; volume * contribution = total; total + other - costs = platform contrpresent_framework
Open slide detailLoop · Pareto Focus
53
The chart shows a stacked bar representation of revenue and costs, with an overlay of surplus percentage.summarize
Open slide detailLoop · Pareto Focus
54
The chart uses a waterfall-style visualization to show performance ranges by vintage year.analyze_data
Open slide detailLoop · Pareto Focus
55
The slide uses a line chart to illustrate the 'profitability curve' and a table to provide supporting operational metrics.analyze_data
Open slide detailLoop · Pareto Focus
56
The chart uses a custom waterfall-like visualization to show contribution growth from two cohorts of centers.analyze_data
Open slide detailLoop · Pareto Focus
57
Includes CAGR annotations for each metric.analyze_data
Open slide detailLoop · Pareto Focus
58
summarize
59
The diagram is a classic flywheel model.present_framework
60
summarize
61
summarize
63
introduce_nominees
Open slide detailBeat · Team
64
introduce_nominees
Open slide detailBeat · Team
65
introduce_nominees
Open slide detailBeat · Team
66
introduce_nominees
Open slide detailBeat · Team
67
$ in millionsanalyze_data
68
The slide contains two distinct financial tables stacked vertically.analyze_data
69
transition