PowerPoint - Create a template from a presentation Tutorial

In this video, you will learn how to create a template from a presentation using Microsoft 365. The video covers the process of starting from scratch or using a pre-existing template, modifying the template, and saving it for future use.
This will help you save time and create more efficient presentations.

  • 3:09
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Objectifs :

Understand how to create and utilize a presentation template for Coho Winery to streamline the updating process and maintain consistency in wine presentations.

Chapitres :

  1. Introduction to Presentation Updates
    Coho Winery regularly updates its presentation to reflect changes in wine details. However, the overall structure and headers for wine categories remain constant. This consistency is crucial for maintaining a professional appearance and ensuring that the audience can easily follow the information.
  2. Challenges with Current Updating Process
    Currently, the staff may be tempted to use the 'File Save As' option to create a new version of the presentation. This method requires manually deleting old content, which adds unnecessary steps and can lead to inconsistencies over time. Different authors may introduce incorrect formatting, further complicating the updating process.
  3. Creating a Template for Efficiency
    A more effective solution for Coho Winery is to convert the existing presentation into a template. This template would retain the essential formatting and text that is consistently used in the presentations. Areas for new content can be left blank or filled with placeholder text to guide authors in their updates.
  4. Incorporating Design Elements
    When designing the template, it is important to include global design elements such as themes from the Themes gallery or a background design. To make these changes, the staff should access the Slide Master view by clicking 'View' and then 'Slide Master.' This allows for customization of master layouts to fit the content needs.
  5. Saving and Utilizing the Template
    Once all design details and content are finalized, the template should be saved as a .potx file type. The advantage of using a template is that when a new presentation is created based on it, the staff will start with a fresh file that includes all the template's features. This ensures that updates to the Coho premium selection presentation are efficient and consistent.
  6. Accessibility of the Template
    To facilitate collaboration, the template can be placed on a shared site. This allows team members to easily access the most current version of the template and download it for their use, ensuring that everyone is working with the same resources.

FAQ :

What is the benefit of using a template for presentations?

Using a template ensures consistency in formatting and design across presentations, reduces the risk of errors, and saves time by providing a pre-defined structure for new content.

How do I create a template in PowerPoint?

To create a template, design your presentation with the desired formatting and layout, then go to 'File', select 'Save As', and choose the POTX file format to save it as a template.

What is the Slide Master view in PowerPoint?

The Slide Master view allows users to make global changes to the presentation's design elements, such as fonts, colors, and layouts, ensuring uniformity across all slides.

Can multiple authors work on a presentation template?

Yes, multiple authors can work on a presentation template, but it's important to maintain consistency by following the template's guidelines and formatting.

What should I do if I need to update the content in a presentation template?

To update the content, open a new presentation based on the template, replace the placeholder text with new information, and save the updated presentation separately.

Quelques cas d'usages :

Creating Annual Wine Presentation

Coho Winery can use the template to create their annual wine presentation, ensuring that all wine details are updated while maintaining a consistent layout and design.

Team Collaboration on Presentations

By placing the template on a shared site, team members can easily access the latest version, collaborate on updates, and ensure that all presentations adhere to the same design standards.

Streamlining Presentation Updates

Using a template allows Coho staff to quickly update presentations without the risk of introducing formatting errors, as the template provides a consistent framework for new content.

Training New Staff on Presentation Standards

New staff can be trained to use the template, ensuring they understand the importance of maintaining design consistency and how to properly update content without errors.

Improving Efficiency in Presentation Creation

By utilizing a template, Coho Winery can significantly reduce the time spent on creating presentations, allowing staff to focus on content rather than formatting.

Glossaire :

Template

A pre-designed presentation format that includes consistent formatting, layout, and design elements, allowing users to create new presentations without starting from scratch.

Slide Master

A feature in presentation software that allows users to make global style changes to the entire presentation, including fonts, colors, and layouts.

Placeholder Text

Text that serves as a guideline for authors, indicating where new content should be added in a template.

Themes Gallery

A collection of pre-defined design themes that can be applied to presentations to ensure a consistent look and feel.

POTX

A file format used for PowerPoint templates, allowing users to save a presentation as a template for future use.

résultat(s)
00:00:08
and every year they need to update it.
00:00:15
In the presentation updates, the wine details always change
00:00:21
but certain other things in the presentation stay the same
00:00:24
such as these section headers used for the wine categories.
00:00:30
For the wine descriptions, the subheadings don't change
00:00:34
and neither does the basic layout.
00:00:38
To update the slides, it would be tempting to click File,
00:00:42
Save as, save the presentation as a new one
00:00:46
and type over the old content,
00:00:50
but having to delete old content adds an extra step to the work.
00:00:56
Also, over time, inconsistencies creep in as various
00:01:00
authors work in the file and incorrect formatting gets introduced.
00:01:07
A better solution for the Coho staff would be to turn
00:01:10
this presentation into a template and use that as
00:01:13
a master for presentation updates.
00:01:18
For the content in the template, you'd keep
00:01:20
the formatting and text you always want in the presentation.
00:01:26
Where new content needs to be added, you could leave
00:01:29
the area blank or use placeholder text as a guideline for authors.
00:01:36
You could include formatting too such as the frame style
00:01:40
on a picture placeholder, to save an author time and help ensure consistency.
00:01:48
For the template, you'd want global design elements in place
00:01:52
such as the theme from the Themes gallery
00:01:55
or a background design
00:01:58
and you'd open Slide master view,
00:02:00
click View slide master
00:02:03
to make global style changes to the master
00:02:05
and to customize master layouts so they're right for your content.
00:02:12
With all the design details and content in place,
00:02:16
you would click File, Save as
00:02:21
and choose PowerPoint template
00:02:23
.potx as the file type,
00:02:27
then click Save
00:02:31
and here's the beauty of a template.
00:02:33
When you click to open the template file,
00:02:36
it opens a fresh presentation that is based on the template.
00:02:41
So, to update the Coho premium selection's presentation,
00:02:45
you'd be starting in a new presentation file, not the template itself.
00:02:51
Yet, you'd have everything that's in the template
00:02:55
and benefit from all the work that's been done.
00:03:00
If you put the template on a shared site, your team can
00:03:03
always find a current copy there and download it for their use too.

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