cash star ppt_template_2014-02-26

Confidential and Proprietary 1Confidential and Proprietary 1Confidential and Proprietary 1

February 26, 2014

CashStar PowerPoint TemplateMaking the Most of a Frustrating Application

Drag picture to placeholder or click icon to add

Click the icon in the box to add image

Presentation Title: Title Case, 44pt

Add Date, Prospect Name and/or Meeting Title, but only if you have one

Presentation Subtitle – only add if it makes sense

Smaller, white logo on cover page and section breaks – DON’T USE ORANGE!


> Enhanced for readability– Darker font replaced lighter gray

> Importing slides from older presentations– Clean imports, minimal issues from

older templates

> NEW – Make this template your default theme!– It’s easy to set up PowerPoint so that

this theme will automatically load

> New color palette for Charts and Graphs – Aligns to new corporate Style Guide

> Choosing slide layouts– Make sure you’re using the right layout

and it’s formatted correctly

> New table format– Cleaner, more corporate style

> New summary box– Clean and simple – The default shape is the summary box,

so it’s easy to create, even without the specific slide layout

> New callout box– Uses default shape for ease of

formatting– Handy for calling attention to specific

items (as on Title Slide of this doc)

> Lots of other cool tips on how to use the template!– Adding slides from older presentations –

Windows and Mac– Replacing and sizing images– Reducing file size– Fonts and lines

CashStar PowerPoint Quick Reference


Read These SlidesIf You Only Look at Four Slides, Make Them THESE

(you’ll be glad you did)


1. COPY the slide from the former deck2. RIGHT-CLICK in the left column

a. From the pop-up menu, select Paste Options > Use Destination Theme

3. If necessary, select a new layout and Reset the Layout to Default Settingsa. DO NOT use any layout after the second Section

Break – these are imported erroneously

Adding Older Slides – WINDOWS USERS

You know how messy your new slides look when you try to open them in the new template, right?


1. From the top menu, select Insert > Slides From > Other Presentation…

2. Choose the presentation you want to insert froma. Be sure that “Select slides to insert…” is selected

3. Click Insert4. Select the slide(s) you want to insert

a. Be sure that “Keep design of original slide” is NOT checked

5. Click Insert (or Insert All, as appropriate)a. You may need to select a new layout for each slide and reset it to make

sure it uses the updated formatting, which won’t always translate properly

6. DO NOT use any layout after the second Section Break – these are imported erroneously

Adding Older Slides – MAC USERS

You know how messy your new slides look when you try to open them in the new template, right?


> Select and copy the text you want to add to a pre-defined layout with a text box– WINDOWS USERS:

• Right-click where you want to paste, go to Paste Options and select “Keep text only”

– MAC USERS:• From the Edit menu, select Paste Special… and

select Unformatted Text

What you thought you knew, but didn’t

Copying and Pasting Text – the Secrets

“Keep Text Only” (clipboard with

“A” on it”)

WINDOWS

MAC


> MAC: With this document open, select the Themes tab and click the little arrow next to Save Theme; choose “Set Current Theme as Default”

> WIN: On the Design tab, right-click on the highlighted theme (the one at the far left) and select “Set as Default Theme” in the shortcut menu

> Now whenever you open PowerPoint, this template will be the one you see– No more scrambling around to find the right template

All your new presentations will look just like this one!

Make This Your Default Theme

Select “Set as Default Theme”

WINDOWS

MAC


More Really Useful TricksMake Your Presentation Shine with the Best of Them


> Title in Orange – default 36pt– No smaller than 28pt

• Shorten your title if it gets smaller than that

> Main item – default 32pt– Sub item – default 28pt

> Font color

Using the Correct Theme Colors


> All fonts: Calibri

> Colors: Primary data point should be Orange, less important points can be purple or yellow, then any other color of your choosing

> If you have footnotes, please use a layout with footnotes

Building Charts and Graphs

Source: Urban Wallace Omnibus Screening Report – 3/11

Column 1 Column 2 Column 3$0

$100

$200

$300

$400

$500

$600

$700

$800

$98

$421

$582

$748

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Replacing Images

Right-click, select Change Picture

WINDOWS MAC


Replacing Images

More room for text and images, but please try to leave a margin

Occasionally, we see images that are squished – please be sure when you resize an image to use the corner handle to scale.

If your image is squished, go into the Format Picture dialog, choose Size, and be sure the Height and Width are the same, and the “Lock aspect ratio” box is checked.

GOOD

SQUISHED – NO

GOOD


> Capitalization– Slide Titles should always use Title Case (capitalize

each word, with the exception of “a”, “the”, “of”, etc.)– List items, sub-items, and summary boxes should use

Sentence case (only the first letter capitalized)

Capitalizing Words in Titles

Select the text to change, choose case

WINDOWS

MAC


> Our presentations have been TOO BIG– Upwards of 20MB; optimal file size is <5MB

> Reduce file size before presenting/sharing

Reducing File Size

Different methods for Win/Mac


Page LayoutsWhen and How to Use Each Layout


> Please be sure to use the correct slide layout for the content on each slide

> If necessary, Reset Layout to ensure proper formatting

Choosing Slide Layouts

Be sure you’re using the “CashStar theme”

Reset Layout

WINDOWS

MAC


> Bulleted item – sentence case– Sub-bullet

• Sub-sub-bullet – try not to go more than 3 levels deep

Bulleted List Layout – Title Case Only


> Gives you the ability to add a “summary” to your content– Formerly “Callout Box”, but it’s really for

summarizing the content on the slide– Great for completing title thoughts to make the

title shorter

> Feel free to move the Summary box where appropriate for your needs

Enter your summary statement here

Bullets with Summary Box Layout


> Some tips to simplify your life:– Option 1: Start a new slide with one of

the Summary Box layouts– Option 2: Copy and paste, then select

the original summary box, select Format Painter, then click on the new unformatted summary box

– Option 3: (MAC ONLY) Copy, use “Paste Special…” and select “Microsoft Office Drawing Object” to maintain formatting

The summary box doesn’t always paste cleanly

Copying the Summary Box

Format Painter

MAC

WINDOWS

MAC ONLY


> DO NOT let your title be so long that it extends to 2 lines> DO NOT create your own slide sub-title within the title text

box– Either shorten your title and/or add content to the summary box

using a layout with a summary box

If you need to say more, use the summary box like so

Keep Your Slide Title Short!


> Agenda Item 1> Agenda Item 2

Agenda Layout


Agenda with Table Layout

> Introduction to CashStar 9:00am – 10:00am Ben Kaplan

BREAK 10:00am – 10:15am

> Client Services Update 10:15am – 10:45am Larry Weissbach

> Marketing 101 10:45am – 11:45am Lauren Chadwick

Table format keeps layout clean for longer agendas


Creating Tables


> Ideally, the two tables to use in a standard presentation are:

1. Table with Orange Header2. Table with Gray Header (if you feel like there’s just too much

orange already)

> The default table looks very unattractive, so please try to avoid using it– The rows alternate color, which makes it difficult to merge

cells– The default colors PowerPoint creates are not part of our color

palette– Best thing to do is copy and paste one of the following tables

into your presentation

CashStar Tables


Table with Orange Header

Header 1 Header 2 Header 3 Header 4Tables go a long way to help organize your thoughts

• Even add bullets• Allows for deeper

dives• Try for no more

than 2 deep

Merge cells to refer to similar content

• Content A

• Content B


Table with Gray Header

Header 1 Header 2 Header 3 Header 4Tables go a long way to help organize your thoughts

• Even add bullets• Allows for deeper

dives• Try for no more

than 2 deep

Merge cells to refer to similar content

• Content A

• Content B


Column 1 Title Column 2 Title

Use the Comparison Layout as Needed

> Click to edit bulleted item– Sub-bullet• Third bullet

> Click to edit bulleted item– Sub-bullet


Section Break LayoutSection Break Subtitle

Section Title: Title Case, 44pt

Section Subtitle: Title Case, 28pt – use only if necessary


> Introductions> CashStar Overview– Company background– Our perspective & approach– Snapshot of current turnkey solutions

> Empowering Innovation: Platform & Tools– Services – present & future – Concepts for Target– Fraud & Customer Care

> Discussion & Next Steps

Agenda Section Break Option

Resize and drag this box to highlight the agenda item you’re about to start

Use this layout (Agenda Section Break) to remind your audience

where you are in the presentation


> The new callout box is for highlighting specific points in your presentation– MAC: From the Home tab, select Shape > Callouts and select Line

Callout 2 (one bend in callout line)– WIN: From the Insert tab, choose Shapes > Callouts and select Line

Callout 2 (one bend in callout line)

Inserting Callout Box

MAC

WINDOWS

Select Line Callout 2

Select Line Callout 2


> The CashStar PowerPoint template uses ONLY Calibri – choose different sizes, colors, and styles (bold, italic) to emphasize points

> Use only the default dark font for all text– Don’t use lighter shades

> Arrows and lines:– 1.25pt– Black– Specific arrow heads

Fonts and Lines


> We need to be consistent with file naming> Use versioning to keep track of who’s done what> “CashStar” should not be the first word in the filename

– Should be client, prospect or meeting first, then CashStar can come after

> Dates should always come at the end of the filename

Naming Your Presentation

Target-CashStar discussion 2014-2-27 v2.pptxBestBuy-CashStar_annual-review_2014-2-27-BK.pptxOK:

CashStar_overview.pptxoverview 2-15-2014.pptxNOT OK:


AppendixA Few Final Thoughts


> What makes a good PowerPoint?– Clean– Attractive– Easy to understand

> Brand-conscious retailers: How does CashStar come across?– Clean, simple, sophisticated– How conscientious will we be with your brand?

The CashStar PowerPoint Template


> Be sure to use “CashStarPPT_template_Feb2014”> Consistency

– VERY IMPORTANT – formatting should be consistent across all slides – use of commas, capitalization, etc.

– Title Case for all titles– No double-spaces anywhere, including between sentences– No periods after bulleted/numbered items

• If the bullet has multiple sentences, use a semi-colon (;) to separate; this eliminates the need to end the item with a period

– No comma before “and” in a list– CashStar defaults to the AP Style Guide when there’s a question

about proper formatting– CHECK YOUR SPELLING!

> Minimize content – keep it simple – speak to your topic when possible

PowerPoint Template Reminders


Thank You!

If you’ve made it this far, congratulations! You’re now a certified expert in the CashStar PowerPoint template.

If for some have additional questions about the template or need assistance with any specific formatting, please

don’t hesitate to contact:

[email protected]

mailto:[email protected]

cash star ppt_template_2014-02-26

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