New look? Don't forget PPT...

When I get the brand guidelines from a client (explanations about logos, colors, fonts), the PowerPoint section is usually at the back, put there as an afterthought after brochures, business cards, and letterheads are being discussed.

Designers usually do not pay much attention to PowerPoint (PPT is uncool for serious designers) and you end up with fonts, shapes, and concepts that are 1) hard to incorporate in presentation design software (no, most people do not have Frutiger installed on their machines) and 2) - more importantly - are very hard to understand for the layman designer.

The face of a company used to be the letterhead, but today it is the website, and yes, the PowerPoint presentations that are cobbled together by the amateur designers and shown to customers everywhere, all the time.

So, when designing a new corporate look, think about those amateur designers, and the best way to do that is to design your look for PowerPoint, then adjust it to other canvases. Sorry.

The consulting presentation

As a former management consultant, I can say it: consultants make very poor presentations. But what about these fancy looking documents full of graphs (exhibits as they are called)? Well, they are decks meant for reading, not for presenting to a live audience.

And as documents intended for reading, they are pretty good. Consultants have replaced a word processor with a slide design program, which adds more writing freedom:

• It is easier to add data charts and data tables
• It is easier to add structure to a text (frameworks in consulting speak)
• It is easier to group edit a document that consists of 1-page-1-topic that can be shuffled

Still, consulting reports meant for reading can be designed better: cutting jargon and using simpler language (synchronising key performance indicators across behaviour segments takes up a lot of space and does not mean much to the layman), and think better when to use data charts (often one single data point gets put down in one single column chart with one single column).

Now, this document is great for people who have been deeply involved in the project (consultants on the team, team members from the client). To win over the hearts of people who will see the recommendations for the first time, a whole new presentation needs to be designed from scratch. And unfortunately, most consulting firms do not make this final step.

Why do Keynote slides look better?

I was asked to answer this question on Quora the other day. My hypothesis that it does not have anything to do with the preinstalled templates or the software’s underlying capabilities.

I think that on average the population of Keynote users are better designers. If you invested the effort to get to grips with a new presentation design tool, you are probably likely to be able to design better slides.

Testing - Pitch It in PDF

I am preparing the conversion of my book Pitch It into PDF based on the comments I received yesterday. In the process, I am becoming an expert in Adobe InDesign as well. The challenge will be to translate the interactive iPad content into static sequential images.

Here is a trial of the first chapter, which is available for download for $0.01 (PayPal obviously does not allow $0 transactions). If you want, you can check it out and let me know whether the format works and how you liked the shopping experience. But I understand it if you save the $0.01 for the full version (chapter 1 is an introduction and does not contain any of the core content of the book).



You can download the first chapter by clicking the button below for a $0.01 charge:

Table with fat lines

For boxy charts, I find it very convenient to use tables as the basic organising structure. Use big fat lines to separate the cells. In this way, it is easy to add, delete cells, combine, and split them. The Mondriaan look.

A non-iPad version of my book

A question for people who do not have an iPad and want to purchase my book about presentation design. Would you prefer a highly illustrated PDF file that can only be read on high-end Kindles or computers, or a mainly text-based document that will render nicely on all Kindle devices (but lacks the illustrations)?

Shall we do a video?

This question often comes up when we start discussing the first sketches of a presentation.

Videos are great, it is a studio quality recording of a presentation, you can do it over and over again until you get it perfectly right. In addition, you have more visual tools at your disposal to support your message.

Having said that, if there is no story, a flashy video is not going to change that. That is why I advise my clients to start with a regular presentation, slowly add more video-like slides to it (faster sequencing of images / shapes) and only then make the leap to video (and that can go in 2 stages, one a narrated recording of your video-like presentation slides, and two a professional animation).

B&W images

Converting all your images in a presentation to black and white can help even out the colours in the document. What is left is a series of slides in subtle shades of grey with your corporate color popping out to make a strong accent. I use that look a lot recently.

Keynote annoyances

I have now clocked a significant amount of hours designing slides in Apple Keynote. I love the program, but there are still a few annoyances that cannot be solved by adjusting your slide template or configuring other settings. Hopefully Apple will fix this in a new release (it has been a while):

1. Selecting what you click, not what you cover with your selection triangle
2. Make it easier to fill shapes quickly rather than having to go back to the inspector. I am always struggling with color windows and inspector settings
3. Enable custom toolbars, especially with options to center and align things. Yes, the smart drawing guides are useful, but not useful enough. 

Too cute for investors

Unfortunately, in 2013 most investors are still male. Coming in with a cute deck (curly flower background, pastel colours, retro-chique font, etc.) is not going to get you points. Even if your product itself has to be cute (a cosmetics line for teenage girls for example) you can still separate things in your investor deck. Use more macho graphics for the serious business stuff, leaving the cute graphics for the product show case pages.

Freelancer versus big corporate

This week I lost a big presentation design project for a large enterprise. The issue was price. I think the client is going to give it a try on their own. The project involved the design of 4 days worth of presentations of the company's bid for a major tender. It was competitive against a handful of other major global enterprises.

Here is my postmortem analysis of why it went wrong.

• Complexity cost. Big corporates create more expensive projects, it is the agency cost of being large. Lots of meetings, lots of stakeholders, that need to be kept in the loop.
• Not seeing the value. The client spent a lot of money on months of management consultants, traveling experts back and forth across the Atlantic to develop the solution and create thousands of pages of material. The client probably thinks that the majority of the convincing power sits in this material and that the presentation is a small effort that comes at the back of it. I think that the presentation can make or break the sales process, and it is especially valuable to have an outsider frame the story completely fresh.
• Big corporate negotiations. Large enterprise extract favourable terms from suppliers through their sheer size. They can offer very large purchase volumes. It is one of the main rationales for the corporate mergers and acquisitions. This works for factories with lots of spare capacity that are bound to a specific ration. Less for for a one-person operation with a steady flow of business that comes in from all over the globe via the Internet.

It is interesting to see that the most powerful presentation I design are often for smaller, more agile companies. With the exception of those cases where you can work directly with very senior management in a big corporate, in those cases you can get that creative flow that delivers great work.

Ok, I have written the frustration off my chest.

Pro tip: guitar in your office

I tend to work in focus bursts of 30 to 45 minutes (sorry, yes that is why I put my cell phone in a different room when you tried to call) after which my mental energy drops and my brain is looking for distraction.

I recently found the antidode to pointless facebook and Twitter browsing: put an accoustic guitar in your office, play for a few minutes, and dive back into your work. I do not miss reading about those 5 mistakes every designer makes...

Listen to the question

During a project briefing I usually take the role of the potential investor and start to ask questions that are not necessarily related to the page we are on. You try to understand the company, tick off the boxes that are obvious and are left with a few questions that are not clear. A good investor presentation should anticipate the investor’s thought process and provide the answers right at the moment they are needed, but hey, we are still at the briefing phase so no need to be perfect yet.

So, in a one on one meeting (where you can accomodate a slightly more chaotic story flow), when the investor asks you a question, answer it. Skipping/ignoring it and continuing to go down the list of product benefits (we are flexible, scalable, and deliver ROI) does not neutralize that nagging worry in the investor’s mind. Answering is probably not that difficult for you, acquiring the patience to listen is.

     

It is that simple

Sometimes, the story is just really simple, hence a simple chart.

Waterfall chart with negatives

My post about

how to create a McKinsey-style waterfall chart

is one of the most read on this blog. The method I showed breaks down when there are many negative numbers involved. The solution is a manual one, sketch your waterfall on a piece of paper, fill in all the numbers, and fiddle with colours until you get it right. Remove the automated data labels and put text boxes with the values instead. See the example below.

Infographic overload

This infographic by Synthesio about the positive side effects of the Burger King Twitter hack is a good example of what - in my opinion - is often wrong with infographics: too much noise (facts, breakdowns, inconsistent graphics), not enough signal.



A better visualisation would be a simple time line at the top, below that a horizontal bar with the Burger King logo, followed by a horizontal bar with the McDonald's logo, below that one stat (maybe number of mentions). This shows that as soon as the logo flips, traffic goes through the roof.

Demo <> Features

The application demo in your presentation is not meant to be a systematic overview of features. Instead, you want to give the investor/customer the most powerful impression of what the app can do. Dragging her through menus, sign-in pages, and settings gives a realistic impression of what it is like to work with your app, but it is a boring 5 minutes inside your 20 minute pitch.

Describe a problem , show what you would enter into a search box , show what a beautiful solution your apps produces instantly. Three screen shots instead of 15 pages of live demo which are better left for the next meeting.

Down a tangent too early

In the beginning of your presentation, the audience is trying to figure you out, and is forming a broad framework about what it is you are talking about. Watch out not to go off on a tangent too early in your story, your audience is not ready for it. Later in your talk, once the overall framework is established, it is perfectly fine to go on a little deviation.



For those interested: in geometry, the tangent is a line or surface that just touches a curve. After the connecting point both lines separate (Wikipedia).

LiveSurface 2

A few days ago I wrote about LiveSurface and their set of stock images with blank surfaces to put your own artwork on. On the site, I signed up for their new product: LiveSurface Context (request an invite here). It is a small program that takes care of the 3D manipulation of your artwork in order to fit it on the surface.

The experience is much better than the vanishing point filter in PhotoShop. No more guesswork to draw the guidelines, no more fiddling and copying/pasting to move your artwork. Everything is ultra-precise and with total control for the designer.



A few drawbacks though for the casual designer. You need to have a version of Adobe Illustrator installed on your machine (and more importantly, know the basics of how to work with it). Secondly, the service charges a subscription model that works if you need to use a lot of these compositions, but is not economical for infrequent use. And finally, the library of surface images is smaller than you would find on regular stock image sites.

All in all a good service, and as a professional designer, I might give it a try.

The stunning presentation opening

A question the other day: “What stunning visuals should I use to wake up the audience? I drew the speaking slot just after lunch...”. My answer was to pick an inspirational story (preferably personal) and tell it naturally, even without a single visual.