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Checklist for preparing Power Point Presentations

S.No Item Specifications

 “© 2014 Customer Analytics slide number”- To be present


on the right bottom of each slide.
 The title of the work to be present in the left bottom of
1. Slides
each slide e.g., “CSM Analysis 2013”.
 Corporate PPT format of Customer Analytics to be used as
background.
 Colour for any content (slide content, axes values, axes
2. Any Content
and chart titles, data labels, table content etc.) - C.
3. Last Slide  Thank You with font Helvetica Neue Medium 22.
 Title font - Helvetica Neue Medium 24.
 Content font - Calibri (Body) 18.
4. All internal slides  Data labels - Font colour to be changed to white in cases
where grey colour is not visible (e.g., on dark pie charts).
 Axes titles to be present - Font Calibri (Body) 10.
 Data labels to be present - Font Calibri (Body) 9
 Chart title to be present - Font Calibri (Body) 14
5. Any chart  Chart border to be present with colour – Co
 Spaces between legends and axis to be consistent.
 Spaces between chart tile and chart to be consistent.
 Axis values to start at 0.
 End points can be decided based on the maximum value in
the chart.
 Gridlines to be shown in light grey colour.
 Legend to be present - Font Calibri (Body) 9 (in line charts)
6. Bar charts and Line charts
 Trend lines to be shown (in line charts).
 Data labels to be shown above the bars – for single bar
charts.
 Data labels to be shown on the bars - for stacked bar
charts.
 Separate Legend representation may not be necessary -
legends and values can be present on the corresponding
7. Pie charts colours.
 Separator between the legend and the value is comma.
 Legend and value - Font Calibri (Body) 9.
 Numbers to be right aligned.
 Percentage values to be represented with %.
Tables  Numbers should be with comma after every 3 places.
8.
 Table headers with bold font with font Calibri 11.
 Dollar Symbols to be added if required.
 Decimal places to be restricted to 1 or 2.
S.No Item Specifications

 Colours for a particular object, say, location, should be


uniform in all the slides. E.g., if California is represented as
green and arcadia is represented as red, the same
uniformity to be maintained in all the slides.
9. Colours  Colours used for ratings (Excellent, Good, fair, poor) in one
slide should be the same in all the other slides. If excellent
is represented as dark green, the same colour should be
used in all other slides where ‘Excellent’ is represented.
 Colours should not be too dark and should look pleasing.
 Two charts compared in the same slide should have the
-Same height and width.
-Same axis range.
10. Alignment -Common centre border.
 Content in all the slides should be ‘justified’.
 Simple bullets to be used across all slides and should be
same in all the slides.
 Charts in excel have to be pasted in PPT with the option->
Paste Special -> Use destination theme and link data.
 Tables in excel have to be pasted in PPT with the option->
Paste Special -> Worksheet Object.
11. Linking charts and tables
 Transfer excel file and ppt to ‘File02’and change all the
links in PPT to the excel present in File02. When posting
PPT on the share point, post the PPT linked to excel in
File02.
12. Spell Check and Grammar  Spell check and grammar to be performed.

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