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What are the best practices for creating reusable slide templates?

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As a consultant, you need to create effective and engaging presentations for your clients and stakeholders. One way to save time and ensure consistency is to use reusable slide templates that you can customize for different projects and audiences. In this article, you will learn what are the best practices for creating reusable slide templates that can help you deliver your message with clarity and impact.

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Nishit Aich, ChPP, BEng, MAPM, PRINCE2(P), MSP(P)

Portfolio and Practice Management| Capital Project Controls SME| Lead-PMO| Enterprise Change Agent| People Management|…
Pradhyuman Borana

Chartered Accountant | Founder, Wings Online Filings | Accounting & Tax Expert for Startups, Small Businesses &…
Lisa Miklos-Illes

Senior Associate @ L.E.K. | Co-Founder of Emerging Leaders in Life Sciences

1 Define your purpose and audience

Before you start designing your slide templates, you need to define the purpose and the audience of your presentation. What is the main goal or message you want to convey? Who are you speaking to and what are their needs and expectations? How will you structure your content and argument? These questions will help you determine the tone, style, and format of your slide templates, as well as the appropriate level of detail and visual aids.

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Nishit Aich, ChPP, BEng, MAPM, PRINCE2(P), MSP(P)

Portfolio and Practice Management| Capital Project Controls SME| Lead-PMO| Enterprise Change Agent| People Management| Business Unit Performance Analyst| Strategic Management| Process improvement| P6 & ERP specialist
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Start with identifying the stakeholders, their area of focus/ interest, their previous experience with the topic, specific information which can be mutually beneficial and the like. Strategically make the flow/ structure of the slides, avoiding any missing links, but covering key elements. The introduction should be solid. The body should detail all facts and figures with proper visualization and brief narratives. There should be a couple of slides (the exact number of slides depends on the topic) to highlight conclusions as well as the significance of the talk.

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Lisa Miklos-Illes

Senior Associate @ L.E.K. | Co-Founder of Emerging Leaders in Life Sciences
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To do this most effectively, I recommend reviewing slide decks from prior projects you have completed where you received positive feedback. Copy / pasting these slides into a "master" slide deck for reference is a major time saver.

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2 Choose a consistent and professional theme

A theme is a set of design elements that apply to your entire presentation, such as colors, fonts, backgrounds, and layouts. Choosing a consistent and professional theme for your slide templates will help you create a coherent and appealing visual identity for your presentation. You can use the built-in themes in PowerPoint or Google Slides, or create your own custom theme that reflects your brand or project. Make sure your theme is suitable for your purpose and audience, and avoid using too many colors, fonts, or images that can distract or confuse your viewers.

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Lisa Miklos-Illes

Senior Associate @ L.E.K. | Co-Founder of Emerging Leaders in Life Sciences
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Leveraging existing company slide templates is always a good idea-- if a template doesn't yet exist, you can always make one.

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3 Use master slides and layouts

Master slides and layouts are the key features that allow you to create reusable slide templates. A master slide is a template that defines the common elements and styles for all the slides in your presentation, such as the title, logo, footer, or background. A layout is a variation of the master slide that defines the placeholders and arrangement of the content on each slide, such as the text, images, charts, or tables. By using master slides and layouts, you can ensure consistency and alignment across your presentation, and easily modify or update your slide templates without affecting the individual slides.

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4 Follow the best practices for slide design

To create effective and engaging slide templates, you need to follow the best practices for slide design. These include keeping it simple and clear with one main idea or message per slide and using bullet points, headings, and subheadings to organize your content. Visuals such as images, icons, charts, diagrams, or graphs should be used to illustrate your data, concepts, or stories. Contrast and hierarchy should be used to guide attention by arranging elements according to importance and logical order. Fonts and colors should be readable and accessible, harmonious, complementary, and contrast well with the background. Additionally, accessibility should be considered for people with color blindness or visual impairments by using tools such as the Accessibility Checker in PowerPoint or the Color Contrast Analyzer in Google Slides.

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Lisa Miklos-Illes

Senior Associate @ L.E.K. | Co-Founder of Emerging Leaders in Life Sciences
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Slide design best practices will vary based on whether the slide is meant to be shared/distributed vs. just presented. Virtually all consulting slides are primarily designed to be shared / distributed, not just presented.

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5 Test and refine your slide templates

The final step in creating reusable slide templates is to test and refine them. You can test your slide templates by applying them to different types of content and scenarios, and checking for any errors, inconsistencies, or gaps. You can also ask for feedback from your colleagues, clients, or stakeholders, and see how they perceive and respond to your slide templates. Based on your testing and feedback, you can refine your slide templates and make any necessary adjustments or improvements.

By following these best practices, you can create reusable slide templates that can help you deliver effective and engaging presentations for your consulting projects. Reusable slide templates can save you time, ensure consistency, and enhance your credibility and professionalism as a consultant.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Nishit Aich, ChPP, BEng, MAPM, PRINCE2(P), MSP(P)

Portfolio and Practice Management| Capital Project Controls SME| Lead-PMO| Enterprise Change Agent| People Management| Business Unit Performance Analyst| Strategic Management| Process improvement| P6 & ERP specialist
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The presentation should organize a good data visualization template to capture similar information at the same place, so that from the second presentation onwards the audiences know where to look for what. Key points with a clear and compelling narrative/ story is better. An 'elevator speech' is a good practice. The font, color, background etc should be standardised. An impactful use of metaphor or visual expression And last but not the least, it shouldn't loose the focus on the main objectives and the target auduences. It should answer, what is the practical question and what does the presentation say ( both the data and the visuals).

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Pradhyuman Borana

Chartered Accountant | Founder, Wings Online Filings | Accounting & Tax Expert for Startups, Small Businesses & Individuals in the UK | Xero Certified | Business Advisor
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To create reusable slide templates, maintain a clean and consistent design with a cohesive color scheme and font selection. Use placeholders for content and ensure logical flow. Incorporate your brand elements and keep layouts versatile for various content types. Regularly update templates to align with evolving design trends and branding guidelines.

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What are the best practices for creating reusable slide templates?

1

2

3

4

5

6

1 Define your purpose and audience

2 Choose a consistent and professional theme

3 Use master slides and layouts

4 Follow the best practices for slide design

5 Test and refine your slide templates

6 Here’s what else to consider

Consulting

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What are the best practices for creating reusable slide templates?

1

2

3

4

5

6

1 Define your purpose and audience

2 Choose a consistent and professional theme

3 Use master slides and layouts

4 Follow the best practices for slide design

5 Test and refine your slide templates

6 Here’s what else to consider

Consulting

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