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Ex-McKinsey consultant creates a Slide Presentation with you — Transcript

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0:00hi welcome everyone so today i have a
0:02very special video planned for you today
0:05when i a couple of days ago asked on my
0:07instagram account whether you would be
0:09interested to see a video like that
0:11i got an overwhelmingly positive
0:14response i believe never did i get as
0:16many people saying
0:17yes please make this video and
0:19specifically today i'm going to show you
0:21how i
0:22create a powerpoint presentation i will
0:24let you look over my shoulders how i use
0:27powerpoint for myself
0:28and i will also share my thought process
0:31why i
0:31structure pages the way i do how i think
0:34about structuring elements on a page so
0:36all of this
0:37will be included in this video and yes i
0:40will give for the opportunity to also
0:42download the sample slides in the end
0:44there's a download link in the video
0:46description where you can sign up and
0:48then receive the file so welcome to
0:49another coffee break here on my channel
0:51firm learning
0:52my name is heinrich i'm a former
0:54mckinsey consultant
0:55and on my channel i want to help you to
0:57become successful
0:58in the first years of your career now in
1:00the video i want to find a good balance
1:02of really
1:03showing you what i'm doing and why i'm
1:04doing it in detail but also speeding up
1:06some sections where i'm just doing
1:08things that is not that interesting
1:10so i hope you will like it and i will
1:11also try to not use
1:13that many shortcuts to make it easier to
1:16follow i might do a video specifically
1:17on shortcuts at some point in the future
1:20but frankly i'm not even using that many
1:22shortcuts on powerpoint for sure there
1:24are some that are really helpful but
1:25this will not be the focus for today so
1:27without further ado let's get into it
1:29so before this video i asked myself okay
1:31what presentation can i not really show
1:33you because for obvious reasons i cannot
1:34really guide you through an extra
1:36presentation that i did for work so i
1:37thought okay let me show you a
1:39presentation that i potentially would do
1:40maybe for a sponsorship partner
1:42of this channel so as a youtuber
1:45sometimes people approach me and ask me
1:46if they can do a collaboration with me
1:48so let's imagine i'd like to pitch my
1:50channel from learning to such a partner
1:52and how such a little pitch deck could
1:54look like and indeed the first thing
1:56that i usually like to do is to come up
1:58with a storyline and specifically to
2:00come up with the action titles of the
2:02presentation so the titles that we put
2:04here
2:05in the beginning so we have no idea what
2:06an action title is actually created a
2:08whole video about that i will link it
2:10somewhere above
2:11so have a look at that really a
2:12fundamental concept but let's start and
2:14i'd say the first page is always a nice
2:16page
2:17where i introduce myself and the channel
2:19so i could write something like this
2:21from learning
2:22is an educational video
2:26consulting channel on social media
2:31it's creator is i'm rich
2:34a former mvp consultant
2:38so this will potentially be a good first
2:41slide where i
2:42then insert the contents and indeed i
2:44often also like to already make some
2:47bullets what i will include
2:48see i could for instance show my
2:50audience and also an introduction of who
2:53i am
2:53okay what could be next and here i think
2:55it's good to provide a little overview
2:57of how the content looks like that i
2:59create here on my from learning youtube
3:01channel so here we could write something
3:02like this
3:06all right so this now could be a page
3:08where i indeed talk about some things
3:11that i'm doing so potentially an
3:12overview of
3:14from learning videos
3:18that i could then be showing here to
3:20this potential client of mine
3:21okay next what would could you as the
3:23next page in such a story and let's
3:25imagine that already did a pilot for
3:27this client where i tested out a
3:28campaign
3:29just to prove the value so i could write
3:31something like this
3:33from learning pilot so this could be now
3:37a little chart where i show
3:38exactly what the value looked like that
3:41i provided
3:42and some conclusions from that now
3:45probably an overview of the pricing
3:47the different contents that i could
3:49offer would be helpful
3:50so let's create such an overview for a
3:53collaboration
3:54in 2020 the following
3:57packages could be offered
4:02and then let's end with some contact
4:04information
4:05that i provide for them to be able to
4:06contact me and again this will now be a
4:08rather
4:09short little presentation of course you
4:11will probably flash this out a bit more
4:13if you really would create such a deck
4:14but i trust that this will provide a
4:16little overview
4:17of how all of this looks so let's start
4:19with the first one actually let's start
4:21with the title page
4:22and here just inserted a more or less
4:23random stock photo that shows a board
4:26room setting
4:27but let's start here with the title
4:30so let's call it firm learning
4:33collaboration
4:35proposal and then often here as a
4:37subtitle you can include something like
4:40the month or the date and then also what
4:42type of document potentially it is
4:44for instance discussion document
4:47so let's now start by filling this page
4:50so one of the most
4:51fundamental principles of slide design
4:54that will really make your life
4:56so much easier is the principle
4:59every page is a table
5:02every page or slide that you create in
5:04powerpoint
5:05is a table so always think about it like
5:08a table
5:09where you structure information in
5:11columns and in
5:13rows so here indeed we have no two types
5:15of elements that we want to include here
5:17first some information on the audience
5:19and then some information
5:21on myself right where i'm introducing
5:23myself as
5:25a creator and what i like to use when i
5:27do
5:28these kind of things are always little
5:30column
5:31headers because indeed we could not
5:33structure this as the table where
5:35probably the left side of the page
5:37is about the audience so the left column
5:39if you want to put it this way is the
5:40audience
5:41and then the right column the right side
5:43of the page
5:44is the introduction and i always like to
5:47use an element like this i now copied it
5:49over from
5:50another document this is pretty much
5:51just a text element
5:53and this is just a line and then if you
5:56do this together you can also
5:57potentially
5:58group it i use ctrl and g as a little
6:01shortcut
6:02as such an element so here let's call
6:05this audience
6:07and let's call this for the right-hand
6:10side
6:11introduction so this is now the basic
6:14structure that you want your page to
6:15take now the good next step is always to
6:18think about
6:18how do i know further structure these
6:20two columns these two sites
6:22so let's start with the audience and
6:24here indeed we want to show
6:25what the audience or firm learning looks
6:28like right so how is it structured
6:30and a good first straightforward step
6:32might be just to show the
6:34different social media channels that i
6:36have
6:37and again if you remind yourself that
6:38every page is a table now here the
6:40natural step the natural tendency that
6:42you would want to lean to
6:43is now indeed to structure it as rows
6:45right if you have no different elements
6:47that you want to show within such a
6:49column
6:49you use rows for that so let's now start
6:53by creating rows for the different
6:56social media
6:57channels that i have so let's start here
7:00with first youtube this is of course
7:03largest channel that i use then next
7:07we might have instagram and now let me
7:10show you a little shortcut because if
7:11you press
7:12shift and control and then move an
7:14element it creates a copy
7:16and it keeps the axis fixed right so it
7:19doesn't matter if you go up or down
7:21or your left and right it keeps it fixed
7:23that creates it on the same level right
7:25this is of course extremely helpful for
7:27things like that
7:28so again i'm copying this over youtube
7:30instagram
7:32i have a firm learning
7:35newsletter and i have
7:39linked in i'd say these are my main
7:42channels and again with these things
7:45that always simplifies your life so much
7:48if you make sure that all the elements
7:50always have the same
7:51widths because this will help you to
7:53keep the whole page much more
7:54organized you cannot just drag it a
7:56little bit like this
7:58and it will show you later why this is
8:00so important
8:02now this seems to have font size 18
8:05let's make it a little bit smaller let's
8:07make it font size
8:0816 the one basic rule of slide writing
8:11is to make sure that
8:12all the text elements all the elements
8:15in one page
8:16with the exception being the action
8:17title and the footnote
8:19have the same font size right so let's
8:21make sure that this is the case
8:23okay now we take these four channels we
8:26align them here to the left i always
8:28like to use these little alignment
8:30buttons
8:30what you can see is here that i drag the
8:33quick access bar
8:34from the top here where it's usually
8:37here now to this lower element because
8:39this now reduces the distance
8:41from my mouse to get there and this
8:43really makes life easier for me so what
8:45i did is now i highlighted this
8:47highlighted this
8:48then clicked here this align left button
8:50to make it all on the same playing field
8:52and indeed you know another little rule
8:54of slight writing
8:55so always what you like to do is think
8:57about the page to be like a drawing
8:59place right where usually then the
9:01boundaries of the action title
9:03are the boundaries of the page so you
9:05want to make sure for it to have proper
9:07margins
9:08that nothing goes to the left of the
9:10action title that nothing
9:12goes beyond that so this is pretty an
9:14imaginary little boundary
9:15and then the same is through here to the
9:17right where usually you like to end the
9:19action title together here with the
9:21footnote
9:22and then nothing is supposed to be
9:23further right than here the demarcation
9:25that exists
9:26by the right boundary of this page now
9:29let's further think
9:30of how we can structure it indeed now
9:32let's further disaggregate this left
9:34part
9:35into two types of information so the
9:37first is
9:38the platform this is now what we already
9:41did here
9:42but then we also want to include a
9:45second column and you know i did the
9:46same
9:47copying trick that i showed you with the
9:48shortcut where i talk about the
9:52firm learning audience and this is then
9:55supposed to give us
9:56the audience size and here indeed on
9:59youtube i have
10:0085 000 sub scribers
10:03so this is pretty much my audience that
10:06i currently have at this very moment
10:08now let's further style the section so i
10:10like to do to have the column headers
10:13in bold and black but then if i want to
10:16focus on
10:16any other elements within the columns i
10:19like to bold them
10:20but then not in black but personally i
10:22like to use
10:23a dark blue right so this creates a
10:25little hierarchy among the elements
10:27because of course black is darker than
10:30dark blue here of course you could now
10:32highlight these numbers again make sure
10:36to
10:36make them blue just to
10:39format this in a proper way now you
10:41could further style it by for instance
10:44increasing now the font size zero of the
10:46numbers so let's for instance increase
10:47it to
10:48font size 40. so this is of course now a
10:53little deviation from the rule that i
10:55told you that everything needs to look
10:56exactly the same in terms of font size
10:59but of course sometimes little
11:01deviations like this are allowed if it
11:03improves
11:04the overall look and feel even though i
11:06would encourage you to follow this rule
11:08rather strictly
11:10for most cases so another little thing
11:13that you can do to further improve the
11:15look and feel of this page is to include
11:16little icons for these platforms
11:19so i did a video on this topic in the
11:21past i will also include it somewhere
11:23above here
11:24they are also recommended you a service
11:25that i also personally use
11:27to really draw icons because of course
11:29if you just download them somewhere in
11:32the
11:32google picture search that you often
11:34have a problem with copyright
11:36but if you use the service simple slides
11:39you can have access to a large
11:40library of icons all of them are for you
11:43copyright free if you have the
11:45subscription you can also use it for
11:46commercial purposes so i can very much
11:48recommend this if you're interested to
11:50try out simple slides for yourself
11:51there's a link to that in the video
11:53description as well so in the meantime
11:54already selected a couple of icons that
11:56i took
11:57from simple slides they also have icons
11:59for the different social media platforms
12:01so i'm just copying them in here of
12:04course these
12:05look a bit weird in terms of the color
12:07here would also be great to have
12:09this dark blue type of look and this is
12:12exactly what we will
12:13get us here so let's now include them a
12:16bit and now it's great to potentially
12:18insert them to the left
12:21of your slides so let's move this a
12:23little bit to the right
12:25let's move this to the right as well and
12:28now we have some space here
12:30where we can include these little icons
12:33so now another little thing to further
12:35tidy all this up
12:37is to use separation lines so this is
12:40also
12:40very very common element to use and to
12:43do this you pretty much include a line
12:45like this
12:46i often like to format this in some
12:49light gray
12:50and then also some dashes here that you
12:53can use
12:54again here make sure that this properly
12:57starts
12:57here to the left and then also ends here
13:00to the right of this element and then
13:02with the same trick that i showed you
13:04earlier
13:05you can copy this over here now if you
13:08are this far
13:09you can then group the different
13:11elements
13:12you drag this to the bottom where you
13:14want to start it all you drag this
13:17to the top where you want to let this
13:18start then you highlight all
13:21this potential also here to have it
13:22evenly spaced out align it this way
13:25and then it's properly and evenly
13:27distributed
13:28so let's now move here to the left side
13:32so to the introduction part so first now
13:34it would be great to also visually
13:36separate this a little bit more from the
13:38right side of this light
13:40so for that we can add here another line
13:42for such a
13:43separation line then it makes sense to
13:45also make it a
13:46solid line maybe increase the weight a
13:49little bit more
13:51now make sure that this nicely ends here
13:53to the right
13:54where i showed you here to the end of
13:56the footnote and now you can use some
13:59space
13:59to include some text about myself
14:03so we could for instance call this meet
14:05the creator
14:08so pretty much meet me as the creator of
14:10firm learning and then to further
14:11elaborate on this
14:13so what could make sense in such a
14:14situation is to start by for instance
14:16including a photo
14:18i just copied over a photo of myself of
14:20course
14:21introduce myself and then maybe here on
14:23the right you might
14:24want to include some text
14:28so for instance my name with career
14:31and consulting
14:36content something like this is what you
14:38could include
14:39then again you highlight this
14:42you make it dark blue to bold it
14:46and then you center it or line it here
14:50so this could be now this element and
14:52then maybe here in some bullets below
14:54i'd like to include some information
14:57about
14:58myself also in the sense of a mini cv a
15:01mini curriculum retail
15:04so just a couple of things that you
15:06could
15:07include here right you can move this
15:10up a little potentially move this
15:14a little bit down maybe you now realize
15:17that
15:18it would be nicer to align this more to
15:20the
15:21bottom to have it more evenly spaced out
15:23of course all of this could be done now
15:25and now it's also always a great idea
15:28to potentially build a couple of key
15:30pieces of information
15:32that you would like to include okay
15:35so this could be now the first page that
15:38you could use in such a deck
15:40so let's now do the second page and here
15:42what i just like to show is a very basic
15:45page
15:45where i show different examples of
15:47thumbnails of my youtube videos
15:49just to give the impression of what my
15:51topic is all about what my videos are
15:53like
15:54so indeed if you do something like this
15:55it makes sense to also include a little
15:57header
15:58so i will include a little header as
16:00this saying exemplary
16:02firm learning content selected youtube
16:05thumbnails right and again here what i
16:07like to do is whenever i have
16:09a little extra information i like to
16:11unbold it and then use here
16:14a little gray color to just make it look
16:16nice but this is my personal preference
16:18other people might use different styles
16:21now let's insert a couple of pictures of
16:24thumbnails of my videos
16:26so here we go and indeed now as always
16:28with these
16:29things alignment is important so these
16:32are now 12 pictures
16:34so that's roughly align them
16:37in three rows with
16:40four columns each
16:44so something like this
16:48but now of course we need to be properly
16:51aligned to the boundary so here to the
16:54left
16:54here to the right
16:58now the rows to each other
17:01what then you can do if you do something
17:03like this is always to include
17:05for instance a little picture border
17:08to make it look properly
17:11but then i'd say this really is a good
17:14proper page that you can very well use
17:17for such a purpose
17:19now next page and here you remember that
17:21we wanted to show
17:23some results of a pilot that i did maybe
17:26in the past with this specific client
17:29so the basic structure that you can
17:31follow when you work like this when you
17:32work with numbers and create a chart
17:34is that to the left you have a column
17:36with exactly that so the chart
17:38and then to the right you have a column
17:40with some implications some conclusions
17:43that you want to make so first what we
17:45do is that as always we include some
17:46headers for these columns
17:48so this will now be for the chart where
17:50we say sources of the users numbers of
17:52users indicated by client
17:54and then to the right you potentially
17:57write something like yeah let's just
18:00call it
18:01conclusions right and now we want to
18:04include a chart so i will now
18:06use uh think cell which is a
18:09plugin for powerpoint it's a plugin very
18:12widely uncommonly used by consulting
18:15firms most large consulting firms use it
18:17but also corporate firms use it it's
18:19really great to create charts
18:21but of course you can do these things
18:23with the build and powerpoint
18:25chart creation tools as well so i will
18:28now spare you the details of how exactly
18:29you need to work with things seller
18:31created here such a very very basic
18:33think cell waterfall chart where we say
18:36okay total new clients then what did
18:38from learning contribute as a source
18:40what came from paid facebook ads and
18:42what came from other channels
18:44and here's just what i want to say is
18:45that you need to be very very
18:48careful and rather sparse with the
18:51colors so
18:51don't really use lots of colors don't
18:53make it super powerful
18:54usually it's good to make it for
18:56instance all in grey and then i just did
18:58this in dark blue
18:59just to emphasize what was coming from
19:02my channels what was coming from from
19:04learning
19:06now next you can continue by adding some
19:09information to some conclusions some
19:10insights that you are drawing
19:13from all of this so let's just as always
19:15copy over this
19:17text field let's fix here the font size
19:20of font
19:2116 and now we can
19:25insert some text so now in order for you
19:29not needing to just watch me type a lot
19:31i just copy here the text over with a
19:34couple of information here
19:35and this is now indeed what we will use
19:40for this let's now maybe space it out a
19:42little bit better
19:44but now here we have such a page where
19:47we indeed show a chart of the results
19:50and then provide some conclusions and
19:52insights that we are drawing from that
19:54let's now do this page where indeed i
19:56want to talk about the different service
19:58packages that we could offer
19:59what these would include and then also
20:01some price tags in the end
20:03so let's imagine that we have three
20:05different service packages that we would
20:07be willing to offer
20:08and here again in the table format if
20:10you have three different elements
20:13you can make sure to organize them in
20:14three columns
20:16so let's just imagine we call them level
20:19one the core package
20:21intermediate package and the advanced
20:23package so just
20:24pre-created these headers for you
20:27so you see these are just a very basic
20:29same headers
20:31that we were already using and then here
20:34in the rows what do we put here in the
20:36rows
20:36and here one mistake that many people
20:38are doing is
20:40on such an instance just to create a
20:42page like this
20:44include some bullets like this
20:47and then just create a long list of
20:49different bullets
20:51right so now that'll be writing
20:52something but a long list of stuff
20:54where you detail all types of different
20:56things this always looks
20:58very very unstructured and not
21:01professionally
21:03this is what you call a cloth line right
21:05so a long clothesline list of randomly
21:07unstructured bullets
21:09so whenever you do things like that
21:11think about how could you
21:12structure the bullets into logical
21:15groups
21:16into groups of elements that well fit
21:18together and this is exactly what we
21:20want to do here
21:20and because here now we want to describe
21:22the service package what we are offering
21:24you of course it makes sense to then use
21:26the different social media channels that
21:27we are offering
21:28and then what we would do in each of
21:30these packages and then maybe in the end
21:32is the last row the pricing for all of
21:34this
21:34so in these instances what i like to do
21:37is to use a little
21:39boxes like this so here for instance we
21:41could use a light blue
21:43then as a border a dark blue and now in
21:46this
21:47box you know organize the things right
21:49and we you know
21:50do one box for every
21:53channel so make it real i usually like
21:56to use arial as a basic font because i
21:58believe it
21:59looks nice and clean in most cases and
22:02now we
22:02do this for all the different channels
22:05that we introduced earlier
22:08so youtube instagram and here just a
22:12general rule so what you should really
22:14notice and memorize is that whenever you
22:16have now a set of elements that repeat
22:18throughout the document here for
22:20instance this would be the different
22:21platforms the different social media
22:23channels that you use
22:25make sure that they always appear in the
22:28same order as you initially
22:30introduce them it's always super
22:32confusing if you have
22:33a set of pages like this where you talk
22:35about the different channels
22:37and then on the one page it starts with
22:38youtube on the other page with instagram
22:41and then with another one
22:42always keep it in the same order this
22:45will help you to keep this
22:46organized and clean and nice to follow
22:49now of course it would in these cases
22:50also be nice
22:52to use the same icons that you used here
22:55on the page before
22:57now in order for you to not see me type
22:59too much
23:00i just now created different text boxes
23:02of bullets
23:04now of course we could also use
23:05separator lines here so let me copy some
23:08in here as well
23:09so let's now also make sure to include
23:11some content here in the bottom for this
23:12content editing and production part
23:15and now what you could do is include a
23:17little arrow to make sure that this
23:19last one is really relevant for all the
23:22three packages right so it's the same
23:25for all these three packages that you're
23:27offering
23:29so you could use an error like this
23:32maybe make it even a little bit
23:34bolder well now even if you make this up
23:36front it does look a little bit
23:38weird and here what you can do is to
23:40then include a little box
23:43that you just make white you again
23:46properly center it here in the middle
23:49and then you do this to the end you do
23:53this to the end as well
23:54you line all of this and now you have
23:57such a formation which looks
23:59more or less great so let's now align
24:02this properly as well here again
24:04you can group these different row
24:06elements as always
24:07something you learn this by now now it's
24:10all
24:10nicely and evenly spaced as you can see
24:13this does look a bit weird so something
24:15is off here
24:17so let's see what is causing this and
24:18this is caused because this is here
24:20included in the group so let's ungroup
24:22it again
24:23let's group it and let's align it as
24:26well
24:28to now fix it now finally though you
24:31might want to include a line
24:33with the commercials in the very end to
24:35also indicate
24:36how expensive such a package would be
24:40to your client so let's just take some
24:42text here
24:43let's align it here to the left let's
24:46call this
24:47commercials and now indeed you can
24:49include
24:51how expensive exactly all these
24:53different packages
24:54are supposed to be always a lining
24:57lining is the most important thing to
24:59make it look
25:00nice and clean and now here you can
25:03insert
25:04the euro amounts and here i will leave
25:06it to your imagination
25:08what you could charge for these packages
25:11again if you have this one final
25:14alignment
25:15will not hurt
25:20and now you're good for this page let's
25:22maybe move all of this up a little bit
25:25and then you are fine now last but not
25:28least
25:29let's include some contact information
25:31here
25:32this is of course nice and
25:34straightforward this is something that
25:36you can easily do here in the end
25:38so you could just do a nice page like
25:40this
25:41not over style it so if you create
25:43something like this
25:45this will usually be more than fine for
25:47last page
25:48with contact information so this is it a
25:51very basic
25:52little document that we now jointly
25:55created
25:56as a little pitch deck for a typical
25:59influencer marketing collaboration
26:01so for sure this is now not yet super
26:03polished there are several things that
26:05you could not do to further improve this
26:06and of course if you would really create
26:08such a deck probably would expand on it
26:10a little bit more you would go into more
26:12detail
26:13of how these packages would look like
26:15you would go into more detail of how
26:17your content looks like
26:19or what you could do for the brand but i
26:21hope that this gives you a good first
26:22impression and i hope that i was
26:24successful in really guiding you through
26:26my thought process
26:28and helping you to understand how i
26:29would tackle
26:31such a task if i would need to create
26:32such a presentation
26:34so as always if you have any questions
26:36on this do leave me a comment in the
26:37comment
26:38section i will do my very best to answer
26:40every single comment that you write
26:41also if you want to have the slides that
26:43we just created for yourself i also
26:45included a link in the video description
26:47where you can download this little deck
26:48and please if you took any value out of
26:50this video at all please hit the like
26:52button for the youtube algorithm and
26:54also subscribe to the channel to stay up
26:56to date on all my content you can also
26:58follow me on instagram my handle is firm
27:00learning
27:00also have an email newsletter sign up
27:02link in the video description
27:04and of course also feel free to reach
27:06out on linkedin
27:07again link to that in the video
27:08description now big thanks to the
27:10members of firm learning you're really
27:12amazing
27:12my name is heinrich i'm releasing new
27:14videos every single saturday
27:17so looking forward to next week until
27:19then good weekend to all of you
27:21cheers this is sani from from learning

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