Often there is more than one presentation template needed in professional teams and consultancies.
Here is our recommended step-by-step guide to prepare and manage multiple templates
- Document your own workflow for yourself and others.
- Single-source-of-truth – If there are other places you need to put the templates. Make sure everyone knows where the originals are placed. For example If you store your Templates in SlideProof\Templates and copy them to somewhere else. No changes should ever be made in the second location. All changes should be made in the Templates folder and then copy the files again.
- Determine whether the templates are in a hierarchy. Are one or several templates derived of the same master template? If so, make sure you work on the master template first and later derive the children. This is an easier and less error-prone workflow. The approach to do all changes exactly the same in all templates, often leads to subtle differences in the templates over time.
- Prepare the first Template – Follow the SlideProof Library instructions. Usually you’d start with the most used template. Keep in mind that not all steps are required. You can publish Templates without any SlideProof specific additions.
- Get user feedback – Before you repeat the preparation for all templates, you should see if your users have feedback. You should embrace that Template design is iterative – there will be changes and the SlideProof Library makes it easy for the updated Templates to reach your users.
- Decide for a folder structure – Either put all Templates into one top-level folder called “Templates” or, if you’ve structured your library by client/category, put them into the appropriate folders. Your users will still be able to filter them via SlideProof > Library > Templates or by clicking File > New.
- Execute for all Templates – repeat your workflow for all templates.