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How to Build a Client Ready Presentation (Step-by-step in Rayon) — Transcript

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0:00This project is a kitchen and dining
0:01redesign. [music]
0:02The floor plan is done. We have all of
0:04our drawings. The elevations are
0:06finished and the material selections are
0:08made. And we have a few AI generated
0:10references [music] to communicate
0:11atmosphere. And so now the design work
0:13is done, it needs to become a
0:15presentation. And that's the last step
0:17to take [music] our design and package
0:19it into something that the client can
0:20understand and read and collaborate
0:23with. And it's the step where most
0:24designers spend [music] more time than
0:26they'd like. If you don't know me, my
0:28name is Thomas Rowntree. I'm an
0:29architect and in this video I'm going to
0:31show you how to go from a finished
0:33drawing set to a delivered [music]
0:34client presentation without leaving
0:36Rayon. There's a link in the description
0:38to create a free Rayon account [music]
0:39and follow along. So let's dive into it.
0:45>> [music]
0:45>> So the single most useful thing you can
0:46do before placing a single image or
0:48drawing is decide what pages you need
0:51and in what order.
0:52Obviously this will evolve as you kind
0:54of build the presentation, but really
0:56your presentation should tell the story
0:57of the project.
0:58>> [music]
0:59>> For this project the page order follows
1:01a logic of the client conversations.
1:03>> [music]
1:05>> So here in the paper canvas we have a
1:07bit of text about the client goals and
1:09some reference images that have been
1:11shared. We also in our model canvas have
1:13all of our drawings. Here we have our
1:15proposed demolition plan, we also have
1:18our lighting plan, proposed partition
1:20plan and also the final floor plan with
1:23furniture and a general kind of
1:25configuration of the space. There's also
1:28some details for cabinetry works and
1:29millwork drawings, some elevations. We
1:32have quite a few drawings here that we
1:33want to pull together and tie together
1:36as part of a full client presentation.
1:38So the first thing we're going to do is
1:39head back into our paper canvas. But
1:41what we're going to do is going to head
1:42into our paper canvas and start creating
1:44some pages. Now the way that pages work
1:47is if you click the plus button here,
1:49you can then pull a page into your
1:51canvas where you can then define your
1:54format. You know, if you want to do A3,
1:56A2, A1, you can customize this as much
1:58as you want. And to create multiple of
2:00these pages, you can copy and paste them
2:02across. You can hold alt and pull them
2:04across your canvas.
2:05You can also create more pages on the
2:07left-hand side. You'll notice here that
2:09it will identify it as page number 1 2
2:113. It will give you an order for your
2:14pages. And so, on the left-hand side in
2:16your page tab, you can also manage the
2:18organization of these pages. Be much
2:21easier once you have actually things on
2:23the pages so you can see and reference
2:25it on the left-hand side. [music] And
2:26so, to build a bit of a narrative for
2:28this presentation, what I'm going to do
2:29is just identify some kind of main
2:31titles or kind of groups that we want to
2:34cover. We want to start with some intro
2:36pages. So, we want a front cover. We
2:38then want a a kind of content page. We
2:40then want maybe an initial um image page
2:43to [music] give some kind of visual
2:45reference of what's to come.
2:46Then diving into the drawings is quite a
2:48nice touch cuz then you're going into
2:49the detail of what the actual existing
2:51floor plan was, what's being proposed,
2:53[music] um you know, the organization of
2:55the lighting fixtures, etc. Then we
2:57could go into some kind of more detail
3:00of elevations and say details of
3:03cabinetry and millwork.
3:05>> [music]
3:05>> And then we could finish up with our
3:06project timelines and budgets, and then
3:09maybe some kind of final renders of the
3:11space. [music]
3:11And so, we're building a bit of a
3:12narrative here of going from introducing
3:14the project, going into the drawings,
3:16giving the context of the existing and
3:17proposed, [music]
3:19going into the more detail, so zooming
3:20in to a scale of kind of elevations and
3:23details of kind of maybe 1 to 10. And
3:26then going into the project timelines,
3:28budgets, and final renders [music] for
3:30the scheme. So, I like to use a grid
3:32system. It will make the presentation
3:34[music] feel considered and
3:36professional. It gives every page a
3:38consistent [music] structure so that the
3:39drawings, images, and text have a logic
3:42to where they sit on the page. Without
3:44it, the pages can feel a little bit, you
3:46know, misassembled, and it can feel a
3:48little bit messy. Rhino has guides that
3:50you can use, and you can also create
3:51your own grids and turn them into
3:53blocks. I use this on every presentation
3:55and literally takes a couple minutes to
3:56set up. So, I'm just going to use
3:58guidelines here to just create a bit of
4:01an order and structure to my canvas.
4:04>> [music]
4:04>> I mean, this is personal preference. And
4:07you can draw guidelines as vertical,
4:08horizontal, or any angle. And these are
4:11really helpful for just structuring your
4:13drawings or presentations. Now, to
4:15actually build a kind of system a grid
4:17system for the presentation and pages
4:19themselves, what I have here is kind of
4:21grid system. Now, this has been created
4:23as just some rectangles that I've then
4:26turned into a block. [music]
4:28And so, this is really easily done. Just
4:30an example to show you how this works.
4:32You can draw your initial shape and then
4:33offset that to define a margin around
4:36the page. You can then change that fill
4:39to kind of differentiate those layers
4:41and those sections. We can then divide
4:43that page and basically just build a bit
4:45of a grid system.
4:47Now, from here what you want to do is
4:49when you're happy with the kind of
4:50structure that you want to apply across
4:52your drawing, you can select all of the
4:54elements, right click it, and turn it
4:56into a block. Now, you can then copy and
4:59paste this across your drawing. If you
5:01make any changes to that block, it will
5:03also update across the drawings. [music]
5:04And so, this is a really great way of
5:06creating a design system for your
5:08presentations. Now, using the one that
5:10I've already created, I'm now just going
5:12to start identifying pockets of images,
5:14text, [music] drawing locations, and
5:17defining a structure. So, what I'm going
5:19to first do is create a viewport into
5:22our model canvas. So, in Revit, the
5:24drawings don't need to be exported or
5:26re-imported. They're already here inside
5:28the project. And the way that views work
5:31is that it pulls a live view or viewport
5:33into your model canvas so that if
5:36anything updates on your drawing, it
5:38will update in your presentation page.
5:40So, once we create a view, on the
5:42right-hand side, you'll see that it
5:43comes in at a default scale. So, this
5:45has come in at, you know, 1 to 50.1
5:47something, but we can then change that
5:49to 1 to 50. We can then crop down our
5:52view to a position that we're happy
5:54with. You can also click into the view
5:56and customize it further. Now, we can
5:58drop that into place on our page and
6:02make sure that it's centered to the
6:03page. And once you're happy with the
6:05positioning scale, you can then copy
6:07that view across to your next page and
6:10then reposition to your next drawing.
6:12So, because all of our drawings are in
6:14one model canvas, it's really easy to
6:17link the two
6:18>> [music]
6:18>> together. And just as an ordering thing
6:21here, I think we're missing
6:23uh putting the proposed floor plan
6:25alongside the demolition drawing. So,
6:27we're just going to copy that across.
6:29And we're just going to pull in the
6:31floor plan here as that page [music]
6:33number four. Now, this is where the grid
6:35block is going to be really helpful for
6:37us to structure that page. So, I'm going
6:39to start adding some text just to add
6:40some titles and a subtitle to each
6:43drawing and each page. So, I'm just
6:45going to create a text and we're just
6:46going to call this demolition floor
6:48plan. We can customize the style on the
6:49right-hand side to a 1.5 cm. We can
6:53change the font, the font style as you
6:54wish. You can customize this as much as
6:56you want. I'm going to position that in
6:58that top left corner.
7:00Make the font slightly more gray, so
7:03it's a little bit more subtle. And then
7:05we can copy it down and beneath it, I'm
7:07going to add a little apartment plan
7:10subtitle. Uh so, we can then maybe
7:12change one of those fonts to let's say a
7:15Lato. So, then we have a kind of
7:16hierarchy of uh a title and a subtitle
7:20and then it just allows that kind of
7:22uh hierarchy of the drawing. So, then we
7:24can just copy and paste that across
7:26our pages and customize them further.
7:29So, we can just copy that across and
7:30because we're selecting the corner and
7:32copying that into the next location, we
7:34know that it's in the exactly the same
7:36place on that page.
7:38And once you're happy with the styling
7:39of this title, you can actually save
7:41this as a style. So, the way that this
7:43works is if you select your text, head
7:45to the right-hand side, then at the top
7:47of above the text icon, you have a plus
7:50button, which here you can then save
7:52this and manage this as its own style.
7:54So, if you save the style, you can then
7:57call it something. We can call it maybe
7:58main titles.
8:00Um and then what we're going to do is if
8:01you select another
8:03piece of text, you can then assign that
8:05style to it.
8:07And you can do exactly the same for the
8:09subtitles. Now, this is a really nice
8:11touch for your drawings cuz if you make
8:13any changes to that style now, so if you
8:15changed [music] it to, let's say uh a
8:18kind of a browny color,
8:20you will see here that it will also
8:21apply to all of those other items across
8:25the drawing. [music]
8:26So, this is really nice for you to
8:27manage, you know, different types of
8:29text or different types of wall colors
8:32or whatever it might be, and so that if
8:33you want to change multiple elements
8:35across uh the presentation or the
8:37drawing, you can do that. Uh the next
8:40thing I'm going to do is just add some
8:41notes alongside these drawings. So, I'm
8:43just going to create um some smaller
8:46text here and copy and paste in a note
8:48that I have for these drawings
8:50>> [music]
8:50>> and just position them alongside them
8:53and make sure that using the grid
8:54structure, they're kind of tucked away
8:56in that bottom right corner.
8:58And so, we don't want this to be too
9:00prominent, but this is important
9:01information that needs to accompany the
9:03drawing.
9:04And we can do the same thing with our
9:06elevations and detail drawings. [music]
9:09So, once again, we're going to create a
9:11view, drop in our elevation, and we can
9:14crop that down. We're going to change
9:15the scale slightly to uh maybe a 1 to 20
9:19just because it's a slightly smaller
9:21drawing.
9:22Uh so, we can scale that up slightly
9:23further.
9:25And position that into place. We can add
9:27our titles, of course, in the same
9:29position again so that it's consistent
9:32across the drawings. Now that we have
9:33our drawings in the presentation, the
9:35next page is going to be a mood board.
9:37This sits alongside the technical
9:39drawings to give the client some visual
9:41reference for the project, what the
9:42space is going to feel like, not just
9:44how it's configured. So, in this mood
9:46board, I'm going to pull together
9:47furniture references, images of spaces
9:49with kind of similar atmospheres,
9:51material and color references, and
9:53anything that captures the mood and
9:55character of the proposed kitchen
9:56[music] and dining space. This would
9:58give the client something to connect the
9:59drawings with, you know, the tangible
10:02vision of the finished space. [music]
10:04And for any images that need an uplift
10:05from a resolution perspective, or where
10:08a generated atmosphere reference would
10:10strengthen the presentation, roon has AI
10:12tools that can help. So, what we're
10:14going to do is we're going to head up to
10:15the top here where we have a kind of
10:16pool of images. Now, this one we're just
10:19going to pull this and drop it into
10:20place as a page, as I think this is
10:23already kind of formatted quite nicely
10:25with some kind of material and color
10:26references.
10:28But, what we're going to do is pull
10:29together and create a bit of a mood
10:30board. So, I have these images at the
10:33top here. So, we have a sofa, plant,
10:35light fixture. So, I'm going to create a
10:37new layer and assign these images to a
10:40mood board layer. Now, what we're going
10:42to do is actually some of these images I
10:44want to take the focus away from the
10:46kind of context of the sofa, for
10:48example, the context around the light
10:50fixture, etc., and just focus on this
10:52particular piece of furniture. So, what
10:54we're going to do is basically just
10:55remove the background. Now, with roon,
10:58they have a really nice AI tool that
10:59allows you to basically identify that
11:01piece of furniture or the kind of main
11:04character or subject in an image and
11:06remove the background entirely. So, you
11:08have You can upscale the image, you can
11:10generate a new image, [music] you can
11:12remove background, you can create a
11:13block. There's quite a few AI tools that
11:15roon has. Now, this is really clever
11:17because it will detect the sofa as the
11:20main character of this image and
11:22completely remove the background. And we
11:24can do the same with this plant, with
11:27the light fixture. And the reason why
11:30we're would this is cuz then you can
11:31start pulling together something a
11:32little bit more, you know,
11:33>> [music]
11:33>> creative and design focused, drawing
11:36attention to those particular products
11:38and items, and creating almost like a
11:40collage of
11:42furniture and colors that we can pull
11:44together to communicate the general
11:47direction and kind of visual references
11:49that we have. So, we can then pull in,
11:51for example, this material reference
11:53into the background. We can scale it up
11:55behind the sofa.
11:57And we can compose a bit of an image and
11:59collage here
12:01that communicates [music]
12:02some more of the tones, materials, and
12:05furniture that we're going to look for
12:07as as reference and inspiration for this
12:09project. Alongside this, we could then
12:11maybe do a bit of a key, so we can add
12:13maybe one,
12:14>> [music]
12:14>> two, three,
12:16uh four, five, and six with a bit of a
12:18circle around the number to kind of add
12:21a bit of a style, and then create a list
12:24for this key. So, you can change a
12:27basically text into a number list,
12:29[music] and we can type through, you
12:32know, all of the different elements,
12:33lighting fixture, timber floor finish,
12:35all of the other bits that we want to
12:37demonstrate in this image and scale that
12:39down
12:40>> [music]
12:40>> so it's nice and subtle again. And from
12:42this point, the presentation is coming
12:44together, but I want to customize a
12:46little bit further to add a bit more
12:48character of, you know, the colors, the
12:50atmosphere of [music] the space. And so,
12:52I'm going to apply some color to the
12:53background of these pages. So, when I
12:56select a page, I'm going to use some of
12:57these Pantone colors that we've
12:59identified as part of the project and
13:01apply it to some of these pages.
13:03>> [music]
13:03>> So, I'm going to select these two pages
13:05here and click the background color to
13:08one of these
13:10cream Pantone colors just to, you know,
13:12add some variety. And I think sometimes
13:14color is a really nice indicator in a
13:16presentation if you're talking about
13:18different elements of the project. So,
13:20for example, if we have white as the
13:22background for all of our floor plans,
13:24maybe cream as a as a background for all
13:26of our textures, materiality, you know,
13:28furniture, colors. And then we have
13:30another color for maybe breaker page,
13:33and it just allows the presentation to
13:35have a bit of a rhythm
13:37and to break up into sections using
13:39color. And to build more into this
13:41presentation, we want some more
13:43reference images. So, we have our images
13:44at the top which have actually been
13:47generated using AI. So, let me quickly
13:49show you how you can generate your own
13:50images
13:51>> [music]
13:51>> using AI and Rayon. So, if you head to
13:54the bottom tab again and we click
13:56generate image, I'm going to quickly
13:58generate an image of this elevation. So,
14:00this is quite a a good prompt because
14:02there's already quite a lot of detail
14:05and, you know, material reference in
14:07>> [music]
14:07>> this image, in this elevation. And so,
14:09we're going to try and prompt an image
14:11out of this and see what it comes out
14:13with. So, if you take a screenshot of
14:15that particular element and we'll kind
14:17of prompt it to render this elevation. I
14:21mean, you can, you know, go into much
14:22more detail with your prompt, but we
14:23want to render this elevation of the
14:25kitchen living room space, make it feel,
14:28you know, contemporary
14:29and modern. We can prompt it further,
14:32and then within literally within a few
14:33seconds, it would generate an image
14:36that might be, you know, a little bit
14:38off the rail. In this case, you know,
14:40it's come out quite nicely. I don't know
14:41where the green's come from,
14:43but generally as a render, it looks
14:46pretty realistic. We can then re-prompt
14:48the green out of this, so we can then
14:49change
14:51the green to let's say a cream
14:53background to kind of match the color
14:55palette that we're going for for the
14:56project. We can send that off here and
14:59that would generate an image that is
15:01much more, you know, convincing and
15:03aligned with the project.
15:05And in this case, it also still has all
15:07the annotations on, which makes sense
15:09because it's prompted a render from a
15:11visual that had annotations on, but we
15:13can also ask it to remove those
15:15annotations to make it, you know, purely
15:18just a render. So, we're going going
15:20annotations as a prompt.
15:23and it will come out with something like
15:25this. Which is a really nice, as I say,
15:27really nice quick and easy way to add
15:30some more image references to your
15:32presentation. In this case, this would
15:34look really nice alongside the
15:36elevation, or you could even lay the
15:38elevation over the top of this render to
15:41add some real context and depth to the
15:43drawing. [music] So, you can have it
15:44alongside, and all of a sudden now, for
15:46a client,
15:48that becomes really powerful to
15:50communicate
15:51um a drawing with that kind of image
15:53reference. Another really powerful tool
15:55is upscaling your images. For example,
15:57if you have an image that is really low
15:59resolution, or isn't quite the
16:00resolution that you're looking for, you
16:02can select that image, head down to
16:05upscale, and you will be able to
16:07basically create a high-resolution image
16:10of that particular image that you have
16:13in the canvas. And it does it really
16:14well. So, this is a another great touch
16:16for your presentations, just to level
16:18them up and make them more professional.
16:20And so, now we have our images to the
16:22resolution that we're after, it's now
16:24basically just a process of pulling
16:26[music] them into the presentation using
16:29our grid structure to define the system,
16:32creating a variety and a hierarchy of
16:34images using this grid structure. So,
16:37for our content page, for example, we
16:39might make our image slightly narrower
16:41on the right-hand side to add a variety
16:43of kind of composition. And fast forward
16:46some time working in some more text and
16:48the general detail of the project,
16:50>> [music]
16:50>> we now have something like this. So, we
16:52have our cover page with a contents page
16:54with client goals and a a summary of
16:57what the client is after or expecting of
16:59the project.
17:01We then have all of our drawings that
17:03we've created with then some material
17:05references, furniture selections. So,
17:06I've pulled this together as a table.
17:09We then have all our elevations and
17:10details, and then at the bottom here we
17:12have all of our, you know, project
17:15timelines, budget recommendations, and
17:17renders [music]
17:18to finish up the story of the project.
17:21And so this is a great presentation now
17:22to deliver to a client to help them
17:24understand all of these pieces that come
17:26together for the project. And the final
17:28touch, which is a really nice annotation
17:30tool, is the page numbering. You can do
17:33that by simply selecting the page number
17:35tag, select [music]
17:36the pages, and you'll automatically
17:38generate a page number in the bottom
17:40right corner. This will be created based
17:42on the actual order of the pages. So at
17:45any point if you change the order of
17:47these pages on the right hand side, or
17:49you know, you move some of the pages
17:51around, that number will update. So
17:53therefore, you don't have to do anything
17:54to [music] these page numbers. You don't
17:55have to, you know, constantly update
17:57them. You can apply your own style to
17:59them, customize them further to make
18:01sure they're communicating the style
18:03that you're after as part of the whole
18:05presentation pack. And that's really
18:06nice touch that will save you a load of
18:08time when working through your
18:09presentations. And once you're happy
18:11with the presentation, definitely do a
18:12final review, and almost view the
18:14presentation as if you are the client,
18:16and see if [music] you can connect with
18:18it. And to issue your presentation, you
18:20have two options. You can either do a
18:21live link or a PDF. And once you're
18:23happy with your final presentation, you
18:25can now export it as a PDF by [music]
18:28selecting, you know, a range of pages
18:30you want to export, or you can export
18:32the whole thing. Or alternatively, you
18:35can actually share this as a live
18:36presentation. Now, the way that this
18:38works is if you head to the top right
18:39corner, click share,
18:42turn this toggle on to allow your
18:43presentation to be live, so you can
18:45share this as a link. So you can copy
18:47this, send it to your client. You can
18:49then open this presentation. And the
18:51reason why you would do this is because
18:53at any point if you make any changes to
18:55this presentation, if you know that this
18:56is going to be, you know, a work in
18:58progress presentation, if you make any
19:00changes, you go back to your
19:02presentation link, you refresh it, the
19:04client would then have the most
19:05up-to-date presentation, [music]
19:06so it always stays live. And this is the
19:09final presentation. From your drawing
19:12set and a folder of references [music]
19:14to a structured considered client-ready
19:16deck without exporting to a separate
19:18tool
19:19>> [music]
19:19>> or rebuilding your layouts or managing a
19:21second file. It all happened in Rayon.
19:24If you want to build this for your own
19:25project, there's a link in the
19:26description to create [music] free Rayon
19:27accounts. And if you enjoyed this type
19:29of content, please make sure you smash
19:31the thumbs up button and subscribe to
19:33the channel. And I'll see you in the
19:34next one.
19:36>> [music]

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