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·PowerPoint

How to present to the CEO

I recently answered this question on Quora about presenting to your own CEO. I think the “what if you had to present a prototype of the iPad to Steve Jobs” is a good mind set. Your presentation should be very good, but a different kind of good than a deck for an external audience. Very clear, brief, and action oriented. (Click this link if the Quora embed is not visible)

Cover image by Farrel Nobel on Unsplash

How to make your slides look elegant and "designy"

I came across this question on Quora: how to make your slides look elegant and “designy”?

I don’t really like the word “designy” but I understand what people mean by it. My answer to this question: copy something you like. Almost everybody can see good design when they see it, very few can create good design from a blank sheet of paper.

And, most people are very poor at copying. They want to make the slide look like the one from Steve Jobs or that 1960s Swiss graphics designer, and while the example is pretty simple (gradient black background with a certain font), they deviate from it. It is like telling a young kid to draw a house in 3D perspective, they don’t copy what they say (3D space perception is not really developed yet), but rather draw what they think they see. My advice, copy every design aspect: fonts, colours, white space, slide margins, the whole composition.

But in PowerPoint or business presentations in general, there is an extra problem: there are a number of different types of slides that are suited to different types of design. Sometimes you can use a big image, but sometimes you need a more traditional data slide, or yes, a list of 3 bullet points… And, consistency is very important in a well designed presentation. The slides all are visually related.

My solution to this problem: the framed slide. Even most of my image slides are framed in a white border. Some designers might think it is not very professional, but I find that it looks very good, and is very practical to cover a wide range of slides. When I can, I will drop in the occasional full-page image, or alternatively, I can play with the frame and have things “pop out” of it.

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SlideMagic data charts as a default in your PowerPoint

All my data charts have the same simple look and feel, inspired by the format that I started using on my first day as a McKinsey consultant.

They are different from the default PowerPoint data chart templates:

I have added the above 4 simple charts to the SlideMagic template store. You can set them as templates in your own PowerPoint applications (Mac screen shot, but I think Windows is exactly the same). Select the chart, click chart design, click *change chart design,*then go to the bottom of the menu and save the chart as a template. This methods is easier than sending you the actual template files and getting you to store them deep down in the computer’s file directories.

Repeat this process 4x for each of the slide designs in the file.

Now, the next time you insert a standard PowerPoint chart, you can instantly re-format it to look like a SlideMagic chart by selecting it, clicking slide design, then clicking change chart design again, and now you will see a new option, templates, from which you can pick the file you just saved.

You can download the default data chart templates from the store here.

All you can eat, subscription "closed" beta

Some blog readers have asked whether they could simply “buy all the slides” in the store. I resist selling a big PowerPoint file, because my ultimate objective for SlideMagic is to go to a subscription model for unlimited downloads with so many charts available, and new ones constantly being added that the service no longer becomes a place to buy slides, but rather is your personal inspiration chart search engine you open up for every new slide you create.

There are a few technical and legal hurdles I need to clear before I can implement a scalable subscription service (I actually need to incorporate outside of Israel to be able to use common software platforms). But I see some readers buying so many slides on my store already that they might not be that happy to start paying the subscription after having downloaded/paid for half the store already.

So this could be a temporary solution. I have created manually a $100 yearly subscription product on PayPal. After I receive payment, I will email you (manually) a discount code that will give you a 100% discount on any slide you purchase in the store which will stay valid for 1 year and gets renewed if you renew your subscription. The minimum value of this is “buying the whole store” for $100 (if you cancel the subscription in a year), but I hope it will be start of a longer relationship as I am expanding the product adding lots of more slides, bundles, and story line ideas, and maybe a closed community where we can talk presentations and you can request new designs that are missing in the store.

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·PowerPoint

How to format tables in PowerPoint

Tables can carry more data than a data chart and as a result can be less effective in a presentation. For some situations though, there is no point trying to avoid using a table in PowerPoint. For example, when investors want to see the quarterly numbers, they expect to see a table.

The way you format tables can make a huge difference in how your chart looks. When done well, a table can actually be an effective presentation slide. Have a look at the simple P&L table below.

 A PowerPoint table to present a P&L

A PowerPoint table to present a P&L

This might look like a super simple slide design (it is), but a lot of thought and little tweaks have gone into its design. Let’s take them one by one:

  • Colours have been adjusted to your own colour template, not the standard PowerPoint colours
  • Fonts have been matched to your current template (table can be stubborn sometimes and stick to Arial)
  • Instead of dark lines around boxes, I used lines that match the background colour, making cells a light colour of grey to stand out (or dark, black if you use that background)
  • Totals are bold, and a bit darker
  • The row labels are right aligned
  • The row labels are a bit darker than the cells
  • The data cells are right aligned
  • Numbers are rounded to the same amount of digits, so the dots line up
  • There are not too many digits in the table, enough to convey the data, but not too much to make it cluttered. If the numbers get too big, switch to thousands or millions.
  • There is a bit of inset in each cell, the text does not touch the edges
  • All the rows have the same height
  • All the data columns have the same width
  • The column headings are centered
  • The unit of measure is put at the top of the chart, not repeated inside the data values
  • The table covers the entire frame of the presentation template
  • Double check by hand/calculator: the numbers add up…
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·Concepts

Creating an infinity symbol in PowerPoint

It is tricky to create an infinity symbol (or lemniscate) in PowerPoint, it is a shape that needs to overlap with itself and requires Escher-style (impossible) layering of shapes. The only way to do it is cheat, and construct the final shape of many individual shapes that are grouped together cleverly.

I managed to get it done, and you can see the final result here (hmm, those arrows point the wrong way around though):

 An infinity symbol in PowerPoint

An infinity symbol in PowerPoint

I don’t have the exact workflow anymore that I used (I made some destructive edits), but below is a screenshot of the PowerPoint file in slide sorter mode that I used to create the shape, starting with 2 circles and a square.

 How to create an infinity shape in PowerPoint

How to create an infinity shape in PowerPoint

This shape is useful to show concepts that keep on going, or loops that you can’t get out of. You can download the infinity symbol here, or find other slides with loops. There are Apple Keynote versions available as well.

Cover image by Mark Asthoff on Unsplash

·Concepts

PowerPoint vs Keynote in 2018

Over the past few days I converted all the slides in the SlideMagic store from PowerPoint 4:3 into PowerPoint 16:9, Keynote 4:3, and Keynote 16:9. That was quite a bit of conversion and uploading work… As a result I got an even better understanding of the differences between PowerPoint and Keynote. Here is the 2018 version of the comparison.

Overall both programs are excellent, as you would expect from software that has been around this long. Bugs have been ironed out, and both programs have “learned” from each other to get to a good workflow. So the differences are not that major.

Where PowerPoint is stronger

  • Workflow for advanced users. I can customise the top tool bar with the functions I use most (aligning, distributing, moving things to the back, etc. see my full list of toolbar short cuts here). Also in Keynote it can get confusing at high speed to change colours of text and shape fills, too many clicks, and too many opportunities to get it wrong. The interface looks elegant, but it slows you down.
  • Data chart editing is better in PowerPoint with the full power of Excel behind it
  • Stretching of (groups of) shapes is predictable in PowerPoint: you can distort aspect ratios. Keynote is more restricting and protects the novice designer with stretching images. But, it does the same for large groupings of objects, as soon as you have a few connectors inside, it is no longer possible to stretch complex diagrams across the page, without also increasing its height. This cost me a lot of time to clean up my flow chart template for example. I could not understand when Keynote decides it is OK to stretch, and when not.
  • Complex connector diagrams run more smoothly in PowerPoint. Keynote is “smarter” and helps you pick/decide/suggest possible connector lines between shapes, but because of that, it is harder to convince it to something you want against its own suggestion. In more complex diagrams this becomes a problem.
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·Concepts

Puzzle pieces in PowerPoint

Although you could consider them a presentation cliché, puzzles can work really well in a presentation:

  • Show how things fit beautifully
  • Show how your are missing (hopefully just one) critical piece
  • Show that you finally managed to plug that last gap

Puzzle shapes can also work great when you use them in combination with images. You can go back to this blog post about making Photoshop-like image cut outs in PowerPoint.

Stock image sites are flooded with millions of puzzle piece designs, but they are not very practical for the average PowerPoint designer (especially late at night working for tomorrow’s deadline). Almost all these puzzles pieces are vector objects or images that are impossible to edit in PowerPoint. Moreover, all these puzzle pieces have wildly irregular shapes that make them hard to fit in your slide composition that requires exactly nine of them.

ThisPowerPoint puzzle slide solves the problem for you. The pieces inside are fully editable PowerPoint shapes, you can change their colour, you can put text in them, you can reconfigure and piece them together as you see fit. Yo’u can download the finished slide by clicking the image (An Apple Keynote version is available as well).

You can try to create the pieces yourself if you want, I used simple square shapes and circles, either joining or subtracting the shapes. Circles and squares might not be the most realistic shapes, but they are very practical when have to piece things together. There is a little bit of math homework to do to determine which type of puzzle shapes you actually need, and which ones you can create by rotating existing pieces.

·Concepts

Concentric circles in PowerPoint

You can create very beautiful compositions by just using basic shapes and a few colours. Below is a presentation slide with concentric circles, and an image that shows how it is constructed. Feel free to borrow the design approach, or you can download the finished slide here.

This technique was often used by the Swiss graphics designers in the 1960s. You can use the slide concept below in a number of ways: show some sort of layering, show multiple layers of security or protection, show a whirl or rolling dynamic. You can take the labels of and just use the circles.

 Concentric circles in PowerPoint

Concentric circles in PowerPoint

 How to make concentric circles in PowerPoint

How to make concentric circles in PowerPoint

·PowerPoint

Quote slides in presentations

Quotes can add credibility to your presentation. If experts, celebrities, and/or customers agree with you, you must be right. But, not all quotes have equal weight. They have been overused in many PowerPoint decks. (Anyone can find a picture of a serious-looking person and get her to say what you want her to say in a few mouse clicks).

Here is a check list:

  • The person needs to be relevant and credible (third tier social media “experts” do not carry much weight)
  • The person needs to be identifiable (“Senior marketing executive at major high tech firm” can be anyone and is most likely you)
  • The quote needs to be interesting, cut the buzzwords and marketing language, cut the cliches (“Wow,  these guys really have a targeted value proposition that resonates with my medium-term return on investment objectives”)
  • The text needs to be long enough that it is specific, and short enough that it reads like a headline. A full page of verbatim will not come across
  • The quote needs to be relevant, a generic motivational quote might not help close that enterprise software contract.

Quote slides are (and should be) pretty simple: a nice big image with a big text overlay. Still there are some things to watch out for. Below is a quote slide that I have added to the SlideMagic template store. Let’s go through the design process.

 A template for a quote slide

  • The image should have a calm background with enough “white” space for text. You don’t need to be a Photoshop guru to extend the background of an image in PowerPoint, it is easy to add a black or white box next to images. You can use the colour picker to match the precise colour, or use semi transparent overlays for the best effects
  • Make the quote symbol stand out. Regular quotes are too small, and the layout does not look good, as the quote pushes the start of the paragraph in. There are endless ways to do it and I settled on this one. One big quote at the beginning of the paragraph with a text indent. Take some time to find a quote in a good font. In the above slide, the text font is the Microsoft Office standard Calibri, but the quotes of this font don’t look that “fat”, I used Arial.
  • This slide is a framed image slide, which gives me the opportunity to add a big headline at the top of the slide with the main message (the headline can say “Customers are really happy”, the quote can say “With product [x], I no longer need to use a pencil”.
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