Often there is several presentation templates needed in professional teams and consultancies.
Here is our recommended step-by-step guide to prepare and manage this situation
- Document your own workflow for yourself and others.
- Single-source-of-truth: Make sure everyone knows where the originals are placed. For example If you store them 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 derived of the same master? 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 a template without any SlideProof specific additions.
- Get user feedback – Before you repeat the preparation for your template, 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 items to reach your users.
- Decide for a folder structure – Either put them all into the top-level folder 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 of them.