A client we recently worked with was frustrated with their PowerPoint presentations.
Every slide was an image created by a graphic designer appearing very polished (and very hard to update).
Problems with PowerPoint
We get it. You want your presentations to be on brand and look amazing. But that doesn’t make sense when you have regular updates to make – like that last minute change from the CEO before a webinar – and you’re frantically calling an outside designer for a revision because you can’t make it yourself.
Pasting in images instead of using native PowerPoint functionality takes away PowerPoint’s…well, power. PowerPoint is meant to be a support program to make your life easier and not hold you hostage and limit your flexibility and productivity. It’s meant for you to easily update presentations. And when set up correctly, it’s like a right-hand man that can make you far more efficient.
Maximizing PowerPoint’s Functionality
Learn about the functionality that is built into PowerPoint and utilize it. One of the amazing things about PowerPoint is the master slides function. Master slides allow you to apply your brand to the template, set fonts, heading styles, a color palette, spacing, bullet styles, etc. You can set up various types of slides as well, like a cover, a content slide and a diver slide. There are very detailed settings that can be created to help you maintain your branding.
Although, branding alone does not help you raise capital. Branding is important (obviously) but if a bullet’s off or a logo is placed a little bit too low on a page, it’s not going to affect an advisor’s ability to understand or bring capital in the door. It’s a balance between maintaining brand standards to a T and ensuring you’re positioning your firm in a way that allows you to develop and deliver clear messaging to advisors on your offering that generate sales conversations.
Making PowerPoint More Efficient
How do we make our clients’ PowerPoint presentations more efficient? We always start with the master slides. Behind the scenes, it sets the stage for more efficient work going forward and less management team disappointment in timeliness of updates. We call this “being kind to your future self” because you’ll be able to be nimbler with changes and more responsive to requests for changes from management and the sales team.
We design as many elements as possible in the native PowerPoint platform. These can be supplemented with designed graphics, but any element that may change frequently we suggest keeping in PowerPoint.
We also convert charts of data to native PowerPoint charts that are linked to Excel files…another big time saver and a play that helps non-designers be more self-sufficient in PowerPoint.
A lot of people dislike PowerPoint, but if you’re using it correctly, it’s actually a great tool. When you put the work in behind the scenes, it’s easier, it’s smoother, and it just works better to help support your marketing goals.