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Setting up a slide master properly is a vital part of creating any PowerPoint (PPT) presentation, helping you and your team to:
Your design team/agency with being able to provide you with the following:
This section will help you set up, so you can steam through working on the rest of your PowerPoint.
Go to view, then click slide master.
The video above shows the process of opening slide master view.
Always start formatting the master layout slide (the large slide) first, as everything you do on this slide will be applied to the slides underneath.
This should include:
And may include (although these might be different on each slide)
This is critical to maintaining a standard font (type and size) throughout your PowerPoint.
A top tip is to change the font (in all boxes) on the parent slide of the slide master as this will set the font for your entire presentation. This can be done by:
The video shows the text you need to highlight and set font in order to set a font default throughout PPT.
The video above shows the process of replacing all fonts.
This is one of the best kept secrets when working with PowerPoint. Setting your colour palette will save you so much time in the future and will ensure absolute consistency of brand colours when creating new slide decks. This is done quite simply by following these steps:
The videos above show the process of setting a colour set using HEX codes and setting default colours for your PPT.
Using the slide master is a great tool for inserting your company’s logo, as it ensures your logo remain in the same place throughout your slide deck with no jumping between slides.
Note: Use a PNG version of your logo (file type .png) if available as these are normally on a transparent background and have a small file size so can be placed anywhere and will keep the size of your template down.
Top Tip: If you are putting logos on different child slides (small slides in your template) set up guides so that when you insert your logo onto each slide the position remains consistent. Alternatively, place your logo on the first slide, position it correctly and then copy it. Move to each of the next slides and paste your logo onto the slide. The paste function will put your logo in the same position each time.
The slide master is where you should always (without exception) add your brand elements again to ensure they remain consistent on all slides.
You can do this by either updating the daughter slides visible or click on ‘Insert layout’ to add a new daughter slide. As you have already set the font and colours on the parent slide this new slide should appear with these parameters already set.
Once all your brand elements have been added to create your slide template and you have updated your text box sizes (if needed) you are ready to move onto and design the next slide.
If images are going to be used by everyone who is presenting, and do not need to be changed, it could make sense to also add these to the slide master.
Note: When adding images/shapes/designs to slides ensure that they are cropped to the slide, otherwise this can look really messy in normal view and mislead the person building a new deck where the edges of the slide actually are. This will become all too apparent in presentation mode which is not when you want an error to appear.
The video above show the impact of cropping your images and shapes to the slide when inserting brand elements to your slide.
Once your slide master is set up and you are about to click back into ‘Normal view’ mode, set guides up to mark the edges of each of your elements (such as text boxes etc). This will give you a reference point of where the elements should be when you build your new presentations, as things often get moved around in the normal building process.
This will prevent titles or text boxes (elements) from jumping around between slides allowing you make sure all formatting is perfect every time (a great trick to know).
rnGuides can be added to the master layout slide (large one) or the individual child slides (smaller ones). If they are placed on the master slide they will appear on all child slides, however, if they are placed on a child slide they will only appear on that slide.
To set up Guides:
To set guides, select view and then click ‘guides’
The video above shows the process of inserting more guides. To do this right click the guide. From here you can select to add more guides or alter the colour.
Top tip: Use the Snap to Grid tool – this will ensure your text-boxes/images/graphics will always be perfectly aligned to the gridline. To set up snap to grid see below:
The video above shows how to set up snap to grid in PowerPoint in Mac.
The screenshots above shows how to set up snap to grid in PowerPoint in Windows.
Ensure you standardised your text box. Even if you have set you font in your slide master these can still remain as standard which can be very frustrating. Do this by following these steps.
The video above shows the process of setting the text box as a default
Charts and graphs can be quite tricky to set a standard in a PowerPoint template but here is a really cool work around to make sure your charts remain beautifully formatted:
NB: This will need to be done on each computer, as such it could be useful to add instructions in your master template of how to do this. It is a bit of a workaround but when everyone get used to it is works fantastically well.
The video above show the process of setting the graph format as a template
You have now created a beautiful template and you will most likely want to transfer it to many of your old presentations. This could be very painful and time consuming. But maybe not?
Saving your PPT as a theme on your computer will allow you to quickly assign this theme to any presentation without copy and pasting one item. You do this through the following steps:
These videos show various ways you can save your slide master.
Alternatively, you can save your PowerPoint as a template. You do this by:
To ensure consistency throughout your PowerPoint presentation it is very sensible to use a checklist. We do this at Podymos for all our projects as it stops anything from being missed. Our checklist includes:
If you would like anything else included in this guide please get in contact as we would love to hear feedback and continue to improve our guides.
Podymos is a dedicated Medical Device marketing agency. We are passionate about sharing relevant knowledge to expand our clients’ capabilities. If you would like to find out more about what we do, you can visit our services page, or get in contact with us.
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