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10 Tips for creating perfect templates
Copyright © 2017 Made in Office GmbH.
Your guide to create perfect templates
▪ This document will explain the most important settings and provide tips for the perfect
PowerPoint template.
▪ Begin by opening an existing or new PowerPoint template.
▪ Many of the recommended steps are required to be performed in Slide Master view.
This will always be pointed out at the beginning of each tip.
▪ To open Slide Master view, please to the following:
▪ You may leave Slide Master view at any time by clicking here:
Set up color scheme
1
Copyright © 2017 Made in Office GmbH.
Set up color scheme
▪ Click here to adjust the color scheme of your template:
//
/
The color scheme adapts all elements to your cd.
Copyright © 2017 Made in Office GmbH.
▪ Enter the RGB values for 12 colors.
▪ The first 4 colors apply to text and background colors.
▪ As from color 5 the colors apply to charts and tables (please
refer to the preview on the left).
▪ Colors 11 and 12 (Hyperlinks) are not visible in the color picker
as they are only used for links.
▪ Unfortunately, the automatic color of PPT is unable to be
changed.
Set up color scheme
Adjust colors Tips
Set up chart templates
2
Copyright © 2017 Made in Office GmbH.
Set up chart templates
Create charts with all settings
▪ Close Slide Master view and adjust the chart you wish to save as a template. If you do
not have a chart in your presentation, create one as usual.
▪ Select the desired chart and click here:
▪ In a final step, please provide a name for your chart.
▪ This procedure can, of course, be repeated for as many chart types as required.
Copyright © 2017 Made in Office GmbH.
▪ Do the following to create a new chart with your template: ▪ If you wish to adapt an existing template, simply right-click
your chart and select the desired chart from your templates:
Using chart templates
New from template Adapting existing templates
Defining layouts
3
Copyright © 2017 Made in Office GmbH.
▪ Change to Slide Master view.
▪ It is best to delete all layouts you no longer need.
▪ Now set up new layouts
Defining layouts
/// Differentiate content from design with good layouts
Copyright © 2017 Made in Office GmbH.
Defining layouts
▪ A master always consists of what is known as a slide master as well as its layouts
(indicated as indented slides).
▪ Always begin formatting the slide master first (top slide), as all changes to title, content
and footer placeholders will then be applied to the connected layouts.
▪ You can then overwrite the “rules” set in the slide master when adapting the individual
layouts, should they require different formatting.
/// Structure of a Master
Copyright © 2017 Made in Office GmbH.
Defining layouts
▪ We recommend you use no more than 2-3 placeholders: “Content” (able to display all
kinds of content), “Picture” (to perfectly insert images) and, optionally, “Media” for
videos.
//
/
Using placeholders
IMPORTANT:
If possible, avoid using text placeholders, as they
can often lead to undesired changes to formatting
that are difficult to deal with.
Copyright © 2017 Made in Office GmbH.
Defining layouts
▪ The title placeholder as well as the footer can be displayed by clicking a checkbox.
▪ If you wish to display or hide background graphics of the main layout, your can also do
so by clicking the checkbox on the right.
//
/
Title and Backgrounds
Setting guide lines
4
Copyright © 2017 Made in Office GmbH.
▪ Simply right-click a slide and select the following: ▪ Move the guide lines to the desired position with the mouse:
▪ If you require more lines, click an existing line and move it
slightly while holding Ctrl (or Strg). Release the mouse button.
A further guide line has been inserted without repositioning
the old line.
▪ Should you want to remove a line, simply click it and move it
out of the range of the slide.
▪ To place a guide line at an exact location you can hold the Alt
button to move it more accurately.
Display guide lines
Display Setting
Setting standard elements
5
Copyright © 2017 Made in Office GmbH.
Defining standard elements
/// TEXT BOX /// DEFAULT SHAPE LINE
Default Shape
Selecting aspect ratio
6
Copyright © 2017 Made in Office GmbH.
Which aspect ratio is right for you?
Choosing the correct aspect ratio
/// Try to anticipate which medium will prmarily be used to display presentations. If you are unsure you can always create two master
templates.
Older monitors and
projectors (4:3)
4
3
DIN A4 (14:10)
29,7
21
Plasma and LCD monitors (16:9)
16
9
Copyright © 2017 Made in Office GmbH.
▪ Change to Slide Master view and click here:
▪ Select the desired aspect ratio:
Setting the aspect ratio
Setting the language
7
Copyright © 2017 Made in Office GmbH.
▪ Change to Slide Master view and select the placeholders of all layouts. Afterward, click
on the language in the bottom left (typically this would be either English or German):
//
/
ensure the correct review of your language
Provide a slide collection
8
Copyright © 2017 Made in Office GmbH.
Create professional templates
Slide collection
Flags
Timeline
Process
Pyramid
Project Plan
Eye Catcher
Cluster
SWOT-Chart
Maps
Funnel
Pro & Con
Organigrams
Icons
Step
Action Box
Traffic Light
S W
O T
+ –
1990 2000 2010 2020
Copyright © 2017 Made in Office GmbH.
▪ Create a separate PowerPoint file based on your new master template and create as many slide templates as required.
▪ Click here to display them on the right:
Insert a slide group
/// Easily include slide in PowerPoint
Create a style guide
9
Copyright © 2017 Made in Office GmbH.
Create a style guide
▪ In a PowerPoint presentation describe the most important functions of PowerPoint and
your template.
▪ Typically, the following is included:
– General rules (e.g. all slides contain an action title, headers are only as short as a
single line, etc.)
– Skillful use of layouts
– Footer settings
– Use of chart templates
– Turning on guide lines
Copyright © 2017 Made in Office GmbH.
▪ Do the following to change the footer‘s presentation title, date, and slide number:
▪ Click on the “Insert“ tab > ”Header & Footer”
▪ Set the create date: do not have it
update automatically!
▪ Click “Apply to All”
▪ Footer and references
▪ This is displayed in a separate text
placeholder
Formatting the footer
Template distribution
10
Copyright © 2017 Made in Office GmbH.
▪ In order to open your new template upon each startup of
PowerPoint, please do the following:
▪ Save the completed template with the following filename:
blank.potx (the correct notation is essential!)
▪ Go to the Windows Explorer.
▪ Enter the following into the address bar, then press Enter:
%AppData%MicrosoftTemplates
▪ Insert the blank.potx file into this folder (you may need to
overwrite the existing file).
▪ From now on your template will be opened every time
PowerPoint is started.
▪ In order for your colleagues to access your templates and
charts it is advisable to contact your IT (for smaller companies
a short instruction together with the required files should
suffice).
▪ Your chart templates are saved in this location:
%AppData%MicrosoftTemplatesCharts
▪ Insert all the files, incl. Your Blank.potx file and make them
available to your colleagues.
▪ Via software distribution your IT has the ability to share your
charts to all computers at a push of a button.
Distributing templates
Template upon startup Central distribution
Contact
We gladly support you in all aspects regarding PowerPoint:
▪ Creating templates
▪ Template design
▪ Creating slide collections
▪ Development of style guides
▪ Supply of our CSM software empower
Phone: +49 221 99 37 85 77
Email: empower@madeinoffice.com
10 Tips for the perfect PowerPoint template.pdf

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10 Tips for the perfect PowerPoint template.pdf

  • 1. 10 Tips for creating perfect templates
  • 2. Copyright © 2017 Made in Office GmbH. Your guide to create perfect templates ▪ This document will explain the most important settings and provide tips for the perfect PowerPoint template. ▪ Begin by opening an existing or new PowerPoint template. ▪ Many of the recommended steps are required to be performed in Slide Master view. This will always be pointed out at the beginning of each tip. ▪ To open Slide Master view, please to the following: ▪ You may leave Slide Master view at any time by clicking here:
  • 3. Set up color scheme 1
  • 4. Copyright © 2017 Made in Office GmbH. Set up color scheme ▪ Click here to adjust the color scheme of your template: // / The color scheme adapts all elements to your cd.
  • 5. Copyright © 2017 Made in Office GmbH. ▪ Enter the RGB values for 12 colors. ▪ The first 4 colors apply to text and background colors. ▪ As from color 5 the colors apply to charts and tables (please refer to the preview on the left). ▪ Colors 11 and 12 (Hyperlinks) are not visible in the color picker as they are only used for links. ▪ Unfortunately, the automatic color of PPT is unable to be changed. Set up color scheme Adjust colors Tips
  • 6. Set up chart templates 2
  • 7. Copyright © 2017 Made in Office GmbH. Set up chart templates Create charts with all settings ▪ Close Slide Master view and adjust the chart you wish to save as a template. If you do not have a chart in your presentation, create one as usual. ▪ Select the desired chart and click here: ▪ In a final step, please provide a name for your chart. ▪ This procedure can, of course, be repeated for as many chart types as required.
  • 8. Copyright © 2017 Made in Office GmbH. ▪ Do the following to create a new chart with your template: ▪ If you wish to adapt an existing template, simply right-click your chart and select the desired chart from your templates: Using chart templates New from template Adapting existing templates
  • 10. Copyright © 2017 Made in Office GmbH. ▪ Change to Slide Master view. ▪ It is best to delete all layouts you no longer need. ▪ Now set up new layouts Defining layouts /// Differentiate content from design with good layouts
  • 11. Copyright © 2017 Made in Office GmbH. Defining layouts ▪ A master always consists of what is known as a slide master as well as its layouts (indicated as indented slides). ▪ Always begin formatting the slide master first (top slide), as all changes to title, content and footer placeholders will then be applied to the connected layouts. ▪ You can then overwrite the “rules” set in the slide master when adapting the individual layouts, should they require different formatting. /// Structure of a Master
  • 12. Copyright © 2017 Made in Office GmbH. Defining layouts ▪ We recommend you use no more than 2-3 placeholders: “Content” (able to display all kinds of content), “Picture” (to perfectly insert images) and, optionally, “Media” for videos. // / Using placeholders IMPORTANT: If possible, avoid using text placeholders, as they can often lead to undesired changes to formatting that are difficult to deal with.
  • 13. Copyright © 2017 Made in Office GmbH. Defining layouts ▪ The title placeholder as well as the footer can be displayed by clicking a checkbox. ▪ If you wish to display or hide background graphics of the main layout, your can also do so by clicking the checkbox on the right. // / Title and Backgrounds
  • 15. Copyright © 2017 Made in Office GmbH. ▪ Simply right-click a slide and select the following: ▪ Move the guide lines to the desired position with the mouse: ▪ If you require more lines, click an existing line and move it slightly while holding Ctrl (or Strg). Release the mouse button. A further guide line has been inserted without repositioning the old line. ▪ Should you want to remove a line, simply click it and move it out of the range of the slide. ▪ To place a guide line at an exact location you can hold the Alt button to move it more accurately. Display guide lines Display Setting
  • 17. Copyright © 2017 Made in Office GmbH. Defining standard elements /// TEXT BOX /// DEFAULT SHAPE LINE Default Shape
  • 19. Copyright © 2017 Made in Office GmbH. Which aspect ratio is right for you? Choosing the correct aspect ratio /// Try to anticipate which medium will prmarily be used to display presentations. If you are unsure you can always create two master templates. Older monitors and projectors (4:3) 4 3 DIN A4 (14:10) 29,7 21 Plasma and LCD monitors (16:9) 16 9
  • 20. Copyright © 2017 Made in Office GmbH. ▪ Change to Slide Master view and click here: ▪ Select the desired aspect ratio: Setting the aspect ratio
  • 22. Copyright © 2017 Made in Office GmbH. ▪ Change to Slide Master view and select the placeholders of all layouts. Afterward, click on the language in the bottom left (typically this would be either English or German): // / ensure the correct review of your language
  • 23. Provide a slide collection 8
  • 24. Copyright © 2017 Made in Office GmbH. Create professional templates Slide collection Flags Timeline Process Pyramid Project Plan Eye Catcher Cluster SWOT-Chart Maps Funnel Pro & Con Organigrams Icons Step Action Box Traffic Light S W O T + – 1990 2000 2010 2020
  • 25. Copyright © 2017 Made in Office GmbH. ▪ Create a separate PowerPoint file based on your new master template and create as many slide templates as required. ▪ Click here to display them on the right: Insert a slide group /// Easily include slide in PowerPoint
  • 26. Create a style guide 9
  • 27. Copyright © 2017 Made in Office GmbH. Create a style guide ▪ In a PowerPoint presentation describe the most important functions of PowerPoint and your template. ▪ Typically, the following is included: – General rules (e.g. all slides contain an action title, headers are only as short as a single line, etc.) – Skillful use of layouts – Footer settings – Use of chart templates – Turning on guide lines
  • 28. Copyright © 2017 Made in Office GmbH. ▪ Do the following to change the footer‘s presentation title, date, and slide number: ▪ Click on the “Insert“ tab > ”Header & Footer” ▪ Set the create date: do not have it update automatically! ▪ Click “Apply to All” ▪ Footer and references ▪ This is displayed in a separate text placeholder Formatting the footer
  • 30. Copyright © 2017 Made in Office GmbH. ▪ In order to open your new template upon each startup of PowerPoint, please do the following: ▪ Save the completed template with the following filename: blank.potx (the correct notation is essential!) ▪ Go to the Windows Explorer. ▪ Enter the following into the address bar, then press Enter: %AppData%MicrosoftTemplates ▪ Insert the blank.potx file into this folder (you may need to overwrite the existing file). ▪ From now on your template will be opened every time PowerPoint is started. ▪ In order for your colleagues to access your templates and charts it is advisable to contact your IT (for smaller companies a short instruction together with the required files should suffice). ▪ Your chart templates are saved in this location: %AppData%MicrosoftTemplatesCharts ▪ Insert all the files, incl. Your Blank.potx file and make them available to your colleagues. ▪ Via software distribution your IT has the ability to share your charts to all computers at a push of a button. Distributing templates Template upon startup Central distribution
  • 31. Contact We gladly support you in all aspects regarding PowerPoint: ▪ Creating templates ▪ Template design ▪ Creating slide collections ▪ Development of style guides ▪ Supply of our CSM software empower Phone: +49 221 99 37 85 77 Email: empower@madeinoffice.com