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| New Templates | ||
| ============= | ||
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| This was created originally for creating Microsoft Office PowerPoint | ||
| templates, but the Theming practice would apply well to Word (and Excel) | ||
| document templates too. The reason for having to do this is that too | ||
| many clients have templates created by designers who know how to make | ||
| their document look good, but they do not always do this in harmony with | ||
| the way that MS Office formatting is designed. This results in templates | ||
| that 'break' the standard features of the applications. | ||
|
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| ### Before starting with any new templates | ||
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| - Check client branding guidelines, for colour palettes, font | ||
| recommendations, logo rules, etc | ||
| - Find any existing templates to identify client requirements, | ||
| valuable content or document standards | ||
| - | ||
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| Things to consider | ||
| ================== | ||
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| - Layout widescreen 16:9 or traditional 4:3 | ||
| - or custom slide size e.g. Landscape A4 | ||
| - A4 is 1.4141:1, closer to 1.333:1 traditional than 1.777:1 | ||
| - Keep the out of the box features, a.k.a. don't break anything, | ||
| especially in PowerPoint structures. | ||
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| Spelling language | ||
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| Graphics to include (see some sample templates above) | ||
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| NB: MS Office 365 Online apps do not support traditional ??TX files. You | ||
| need to create a regular ???X document and save it somewhere read only, | ||
| so that people open that then click Save As | ||
|
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| ### Order of work | ||
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| According to [[Brandwares, the recommended order of working in | ||
| PowerPoint template | ||
| construction]{.underline}](http://www.brandwares.com/bestpractices/2017/01/powerpoint-construction-best-practices/) | ||
| is: | ||
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| Theme (Fonts, Colours, ), Master, Layout, Slides | ||
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| ### MS Colour Palette | ||
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| Theme Colours in MS Office use the following elements in the palette. | ||
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| *Text -- Background x4: Dark ,1 Light 1, Dark 2, Light 2* | ||
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| These give you two schemes of background and foreground, with 2nd being | ||
| light on dark | ||
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| *Accent x6 + hyperlink x2* | ||
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| The accents are to contrast and differentiate infographics, but you | ||
| should leave the hyperlinks as is to avoid confusing people. Accent 1 is | ||
| sometimes used in a special way, whereas Accents 2-5 are used for | ||
| multi-colour 'smart art'. | ||
|
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| ### Client Colour Palette | ||
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| Recommend keeping Black and White as they are. Consider colours the | ||
| brand palette to use as second scheme. These may be used as backgrounds, | ||
| but you might find the names Dark and Light counter-intuitive when you | ||
| start testing your Custom Color Scheme. | ||
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| To help choose other colours to use as accents, get data on the colours | ||
| in the brand palette. For instance if the brand palette gives the RGB | ||
| values, add Hue Saturation Luminance (HSL) values. I chose HSL, based on | ||
| the RGB colour wheel, as the documents are more likely to be | ||
| screen-viewed than printed. | ||
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| Warnings: | ||
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| - there may be inconsistencies between the brand guide's conversion | ||
| between Pantone, CMYK and RGB, so focus on RGB | ||
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| - MS Office's conversion to 'HSL' may differ from other methods. | ||
| Perhaps they based it on a RYB wheel? | ||
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| - When MS Office generates the Tints (mixed with white) and Shades | ||
| (mixed with black) in the Color Picker, some colours don't mix well | ||
| -- you have little choice on your brand colours, but consider | ||
| changing your accent colours if they mix badly. | ||
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| Tips: | ||
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| - Look to use high saturation colours for Accents, if you can. | ||
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| - Use colour wheel techniques to find a harmonious palette. The Hue | ||
| degress is a good starting point for Compliments, Adjacents, etc. | ||
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| - Once you are happy the range of hues work together, try to adjust | ||
| the Lightness for a good balance. Accents are used in infographics | ||
| like spreadsheet charts so consider alternating lighter and darker. | ||
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| - Be mindful of the overall 'tone' of your palette, and how this sits | ||
| with brand colours you have been given. | ||
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| - Produce a table including any intermediate conversions, like HSL, | ||
| but include the RGB values and assign them to MS Palette colour | ||
| titles (Dark 2, Accent 3 etc) | ||
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| - Although you do not want to radically clash with Hyperlink colours, | ||
| you might not find it worthwhile changing these. | ||
|
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| ### Styling Notes | ||
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| Some non-designer tend to use the brand colour all over the place, e.g. | ||
| for every single Heading. You may choose to be more sparing, as | ||
| overusing a colour diminishes it's value. Bold and grey is a classic way | ||
| to emphasise without being gaudy. If some client staff want to ga gaudy, | ||
| you can set up a style to suit their 'taste' as well as a more | ||
| aesthetically balanced style. | ||
|
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| ### Steps to Create new template | ||
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| - Create a New presentation using the default Blank template. | ||
| - Menu / File / Save as / This PC / drop down the type \*.pptx -- | ||
| PowerPoint Template (\*.p**o**tx) | ||
| - Now you can save as you go, e.g. after hard work things like | ||
| entering the colours | ||
|
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| #### Theme | ||
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| - Menu / Design / Variants / Colors / Customize Colors... | ||
| - Set the colours as per above | ||
| - Menu / Save as Custom name: Client Brand YYYY MM | ||
| - Fonts | ||
| - Heading: Arial Bold | ||
| - Body: Tahoma | ||
| - Menu / Design / Themes / dropdown / Save Current Theme | ||
| - Client YYYY theme | ||
| - Menu / Design / Themes / dropdown / Custom / select the newly saved | ||
| Theme | ||
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| #### Master | ||
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| - Menu / View / Master Views / Slide Master | ||
| - Menu / Slide Master / Size / Slide Size ... | ||
| - Widescreen was probably default | ||
| - you could choose Standard or Custom (e.g. A4) | ||
| - as you have no graphics yet it should be fine to accept default option Maximise | ||
| - Scroll up to click onto the overall Master slide, not a layout | ||
| - Insert the logo bottom right hand | ||
| - If you want a Title background that doesn't cover the whole page | ||
| - use a Gradient with two stops where you want the colour to change | ||
| - If you need just a specific area insteadm you can't use a PowerPoint background | ||
| - On the main Title layout ... | ||
| - Insert Rectangle and size to fit top and sides of page | ||
| - Colour from palette | ||
| - Sent to back | ||
| - Copy this to section header and make 60% transparent | ||
| - Set Proofing Language on Slide Master | ||
| - In the Thumbnails Pane, the navigation bar on the left, move to the Slide Master | ||
| - This is the one at the very top with the number 1 next to it | ||
| - Click on the slide in the main view | ||
| - Menu / Home / Editing / Select / Select All | ||
| - Menu / Review / Language / Proofing Language | ||
| - choose English UK | ||
| - If you choose to use multiple Slide Masters | ||
| - rename the Master for each to make the difference clear | ||
|
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| #### Layouts | ||
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| - Set Proofing Language on all Layouts | ||
| - This repeats the steps above, but the mouse clicks can be | ||
| tedious so use keyboard shortcuts -- the shortcut letters below | ||
| are for English menus, please adjust for your interface language | ||
| - press F6 until the main Slide Pane is highlighted (dotted line | ||
| around the pane) | ||
| - press Page Up until you are on Slide master | ||
| - Repeat the following for each Layout page in the master | ||
| - Page Down to display next Layout | ||
| - Ctrl A to Select All boxes | ||
| - ALT R U L to set proofing language | ||
| - Down arrow to select English UK (or whichever you want) | ||
| - Enter to choose that language | ||
| - repeat | ||
| - Ensure footers position and formatting is correct in all Layout | ||
| pages | ||
| - If not, move to each layout page and uncheck and recheck Master | ||
| Layout / Footers | ||
| - Menu / Uncheck Master Layout / Footers from both section heading | ||
| layouts | ||
| - Menu / Slide Master / Close Master View | ||
| - Menu / View / Master Views / Notes Master | ||
| - Repeat steps above to set proofing language | ||
| - Menu / Notes Master / Close Master View | ||
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| #### Slides | ||
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| - Menu / Insert / Text / Slide Number / Tick Date and Number but not | ||
| Footer -- Apply All | ||
| - Menu / Design / Themes / dropdown / Custom / choose your custom | ||
| theme | ||
| - This ensures it is selected for all pages | ||
| - Save your template | ||
| - Close | ||
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|
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| ### Test | ||
|
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| - In Windows File manager browse to the template and double-click to | ||
| begin a New presentation | ||
|
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| - Make sure it functions as you'd expect | ||
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| - Insert some new pages | ||
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| - Choose different layouts for each including section headers | ||
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| - Make sure page numbers appear as expected | ||
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| - Insert some text, using multiple levels with tabs | ||
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| - Add in enough lines to make sure it auto fits to placeholder | ||
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| - Add in some smart graphics and tables, and make sure the colour | ||
| combinations work for you | ||
|
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| - | ||
|
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| ### How to improve | ||
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| Create alternative Masters, calling the existing one 'Fresh', but also | ||
| add 'Fresh widescreen' with logo working well at 16:9 and 'Classic' with | ||
| the previous darker title page, and maybe other old layout elements for | ||
| backwards compatibility. To make things easier for users, save the | ||
| template three times, each with a different Master selected. | ||
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| Add in a new Colour Theme for Client Corp 2018 using fully saturated | ||
| colours from corp PPT | ||
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| Check out step by step in | ||
| [[https://nutsandboltsspeedtraining.com/powerpoint-tutorials/custom-powerpoint-theme/]{.underline}](https://nutsandboltsspeedtraining.com/powerpoint-tutorials/custom-powerpoint-theme/) | ||
| and | ||
| [[https://nutsandboltsspeedtraining.com/powerpoint-tutorials/create-powerpoint-template/]{.underline}](https://nutsandboltsspeedtraining.com/powerpoint-tutorials/create-powerpoint-template/) | ||
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| See [[VBA Macro alternative to manually setting proofing | ||
| Language]{.underline}](https://gist.github.com/tdalon/4633be11ca2241c983fa1645400a22b1) | ||
| on each Layout page (originally | ||
| [[KB245468]{.underline}](http://support.microsoft.com/default.aspx?scid=kb;en-us;245468)) | ||
| se also | ||
| [[https://superuser.com/a/1119420]{.underline}](https://superuser.com/a/1119420) | ||
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| Consider adding a couple of pages of 'help' text in your PPT to make | ||
| sure people know the best way to make it look good | ||
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| If you find people don't stick to the Theming you have guided them | ||
| towards, why not include a Style Guide off the side of your Slide Master | ||
| to remind them when they are editing their deck -- see [[instructions to | ||
| embed the Style Guide off the side of your master | ||
| here]{.underline}](https://nutsandboltsspeedtraining.com/powerpoint-tutorials/powerpoint-best-practices-create-consistency-with-formatting-guides/). |