Brand & design · Practice guide

Give staff slide templates they can edit confidently

Illustrative situation

A presentation template should support the slides your team actually makes, using the software it already has. Include practical layouts for introductions, comparisons, evidence and next steps. Test realistic text lengths and charts, rather than assuming every slide will contain a short headline and one image. Staff need to know how to choose a layout and when to move detail to another slide.

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What this means for your practice

Build templates around common slide tasks and test them with realistic amounts of text. Include instructions for the editing tool staff actually use.

An example to discuss with your team

Ask a non-designer to add a fictional case overview and chart.

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A practical example

For example, ask a non-designer to add a fictional service overview and replace a chart using only the delivered template and notes. Watch for shrinking text, overlapping labels and copied slides that lose their formatting. Ask the designer to improve the template where ordinary editing causes those problems. Include a small finished example deck. A good handover makes routine presentations easier to maintain while leaving the team free to explain a topic clearly rather than fight the layout.

Include examples of what to do when content does not fit. Staff should know when to create another slide or shorten supporting detail instead of shrinking everything. A helpful template supports clear communication, rather than making its ideal layout more important than the audience's reading experience.

Make the design useful in everyday work

Choose common slide tasks and build usable examples around them: a short overview, a comparison and a chart may be more helpful than dozens of decorative layouts. Test realistic amounts of text in the editing software the team actually uses. Ask a non-designer to add a fictional case example and note where they need hidden knowledge about alignment, fonts or image placement. Provide concise instructions beside the reusable choices. Review the exported deck too, since a file that edits comfortably can still produce an awkward shared version. The template is successful when routine work stays readable without requiring continual design support.

How to check the result

Count manual design repairs needed after ordinary editing.

Turn reading into a next step

Your action checklist

Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.

Checks to discuss

Record what you know, what is still missing and the answer you need from your team or supplier.

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Further reading

These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.

Related guides

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