Home > Articles > Home & Office Computing > Microsoft Applications

This chapter is from the book

Case Study: Creating Design Templates for a Travel Agency

You are the presentation specialist for a large web conglomerate that has just acquired TravelTime, a full-service travel agency. As part of the acquisition, there will be any number of presentations to be developed for the top executives to take on a road show, for human resources managers to use in training the in-house staff, and for sales and marketing to use as they visit vendors.

The TravelTime executives who have been absorbed into the conglomerate come for their first visit to your office and bring with them the TravelTime presentation template, which they have been using for a while, as shown in Figure 2-37.

Figure 2-37

Figure 2-37 A common PowerPoint template would use a picture in the background of the text placeholders.

They're excited because they've figured out how to put the picture into a rectangle AutoShape and reduce its transparency.

"See, it doesn't really overwhelm the whole slide," the President of TravelTime says. "What do you think?"

Before you respond, here is the new corporate logo for TravelTime that your major advertising firm has designed (see Figure 2-38).

Figure 2-38

Figure 2-38 This more professional-looking logo is what should be used in the new presentation templates.

What might your response be in this situation?

Think about it before you begin reading the next section.

Key Issues to Consider

You might respond as follows:

  • Have we reviewed the overall website of our company?
  • We've been asked to redesign the template to fit within our overall brand without compromising your identity.
  • We've actually invested some time with a high-power marketing firm to redesign your logo and rethink the brand.
  • Why don't you let us work with the elements we have and see what we come up with?

The executives aren't entirely sure, but they're new in the company after all, so they're will to see what develops. Before they leave, you show them the new corporate logo that the advertising agency has designed (refer to Figure 2-38), and they're impressed. You tell them that you'll provide some new branded templates for their division in a week.

The first thing you need to do is to load the logo TIF file into an image editing program and analyze some of the key colors, using the color picker to determine their RGB values:

  • The dark brown from the spyglass has an RGB of 93 51 29.
  • A darker blue from the map is 94 123 139.
  • The gold from the globe and spyglass is 140 116 82.

Then you resize the logo to fit into a slide set so that it won't be overwhelmed. You do this in the image editing program by taking the width and height dimensions down to 15% of their original size and maintaining the original aspect ratio. (The aspect ratio of an image is the relationship between its height and width. If one of these dimensions is altered without a corresponding change to the other to keep the ratio constant, the image becomes distorted. Better image editing programs have settings when you are changing dimensions to keep the aspect ratio constant.)

In a blank white slide, you enter the Slide Master view and resize the Title and Bullet placeholders so that they fit into a smaller area to increase the white space. You remove the footer, slide number, and date placeholders and line up the title and bullet placeholders by using the Align Left command under the Order panel of the Draw button of the Drawing toolbar (see Figure 2-39).

Figure 2-39

Figure 2-39 Clean up the Slide Master by creating and realigning smaller placeholders and removing extraneous placeholders.

Thinking about the logo and its placement for the corporate executive template, you decide to offset it with a thick blue vertical bar. You keep the dark line color but change the Fill color of the bar to be identical to the blue that you selected out of the corporate logo, as shown in Figure 2-40.

Figure 2-40

Figure 2-40 Use the Custom Colors tab of the Fill color tool to match the RGB values of the corporate logo.

Now you bring in the resized logo TIF image by clicking Insert > Picture from File (still in the Slide Master view) and line it up with the colored bar as shown in Figure 2-41.

Figure 2-41

Figure 2-41 Inserting the logo into the Slide Master will make it part of the uniform look in the template.

For the Title and Bullet text color, you once again use the Custom tab, this time in the Text Color tool, to match the dark brown from the logo. See Figure 2-42.

Figure 2-42

Figure 2-42 Refine the text colors in the new template according to the color values of the logo.

You add a Title Master and make it unique by extending the vertical bar all the way to the bottom and adding a larger version of the logo in another part of the slide, resizing the placeholders once again within the grid to allow for more white space, as shown in Figure 2-43.

Figure 2-43

Figure 2-43 A unique Title Master can make use of a larger version of the logo and slightly different configuration of the same elements.

After leaving the Slide Master and checking the results with a new slide, you enter the Color Schemes Task Pane and use the Custom Color Tab to apply logo-centric colors to other elements in a new Custom Color Scheme based on the slide, including Text and Line colors, Title colors, and Accents, as shown in Figure 2-44.

Figure 2-44

Figure 2-44 A new custom Color Scheme will let you use the specific RGB color values for the various slide elements.

Then you exit the Options panel and make sure that you apply the new Custom Color Scheme to all of the slides in the presentation you just created. To round out the set, you add a Quote Slide (without a title) and format the quote box and author reference to coordinate with the template, as shown in Figure 2-45.

Figure 2-45

Figure 2-45 Different types of slides like a quote slide will adopt the look of the Color Scheme; but they can also be individually refined for their respective types of content.

Just to be sure, you change a layout in a slide for a chart and open a generic column chart to see how it reflects the overall design and look. It looks like Figure 2-46.

Figure 2-46

Figure 2-46 With the custom Color Scheme applied, all charts and diagrams will also reflect the overall design decisions.

Then you save the new presentation as a template file. And then you make slight modifications in the template for HR and sales (see Figure 2-47), saving each as a different template (*.POT) file.

Figure 2-47

Figure 2-47 With some modification, different branches of the company can have their own design looks within the overall brand.

When you bring back the TravelTime executives and present the new templates, they have the usual comments but can see that the new clean look will work as part of their new corporate structure, and they agree to implement the design throughout the new division of the conglomerate.

Only one issue may remain: The size of the logo on certain slides may overwhelm the use of images and pictures to tell a story. You agree to make a special picture and diagram slide within the template for the various divisions, where only the solid bars are present, to accentuate any use of images. We'll see how that might work in the next chapter.

InformIT Promotional Mailings & Special Offers

I would like to receive exclusive offers and hear about products from InformIT and its family of brands. I can unsubscribe at any time.

Overview


Pearson Education, Inc., 221 River Street, Hoboken, New Jersey 07030, (Pearson) presents this site to provide information about products and services that can be purchased through this site.

This privacy notice provides an overview of our commitment to privacy and describes how we collect, protect, use and share personal information collected through this site. Please note that other Pearson websites and online products and services have their own separate privacy policies.

Collection and Use of Information


To conduct business and deliver products and services, Pearson collects and uses personal information in several ways in connection with this site, including:

Questions and Inquiries

For inquiries and questions, we collect the inquiry or question, together with name, contact details (email address, phone number and mailing address) and any other additional information voluntarily submitted to us through a Contact Us form or an email. We use this information to address the inquiry and respond to the question.

Online Store

For orders and purchases placed through our online store on this site, we collect order details, name, institution name and address (if applicable), email address, phone number, shipping and billing addresses, credit/debit card information, shipping options and any instructions. We use this information to complete transactions, fulfill orders, communicate with individuals placing orders or visiting the online store, and for related purposes.

Surveys

Pearson may offer opportunities to provide feedback or participate in surveys, including surveys evaluating Pearson products, services or sites. Participation is voluntary. Pearson collects information requested in the survey questions and uses the information to evaluate, support, maintain and improve products, services or sites, develop new products and services, conduct educational research and for other purposes specified in the survey.

Contests and Drawings

Occasionally, we may sponsor a contest or drawing. Participation is optional. Pearson collects name, contact information and other information specified on the entry form for the contest or drawing to conduct the contest or drawing. Pearson may collect additional personal information from the winners of a contest or drawing in order to award the prize and for tax reporting purposes, as required by law.

Newsletters

If you have elected to receive email newsletters or promotional mailings and special offers but want to unsubscribe, simply email information@informit.com.

Service Announcements

On rare occasions it is necessary to send out a strictly service related announcement. For instance, if our service is temporarily suspended for maintenance we might send users an email. Generally, users may not opt-out of these communications, though they can deactivate their account information. However, these communications are not promotional in nature.

Customer Service

We communicate with users on a regular basis to provide requested services and in regard to issues relating to their account we reply via email or phone in accordance with the users' wishes when a user submits their information through our Contact Us form.

Other Collection and Use of Information


Application and System Logs

Pearson automatically collects log data to help ensure the delivery, availability and security of this site. Log data may include technical information about how a user or visitor connected to this site, such as browser type, type of computer/device, operating system, internet service provider and IP address. We use this information for support purposes and to monitor the health of the site, identify problems, improve service, detect unauthorized access and fraudulent activity, prevent and respond to security incidents and appropriately scale computing resources.

Web Analytics

Pearson may use third party web trend analytical services, including Google Analytics, to collect visitor information, such as IP addresses, browser types, referring pages, pages visited and time spent on a particular site. While these analytical services collect and report information on an anonymous basis, they may use cookies to gather web trend information. The information gathered may enable Pearson (but not the third party web trend services) to link information with application and system log data. Pearson uses this information for system administration and to identify problems, improve service, detect unauthorized access and fraudulent activity, prevent and respond to security incidents, appropriately scale computing resources and otherwise support and deliver this site and its services.

Cookies and Related Technologies

This site uses cookies and similar technologies to personalize content, measure traffic patterns, control security, track use and access of information on this site, and provide interest-based messages and advertising. Users can manage and block the use of cookies through their browser. Disabling or blocking certain cookies may limit the functionality of this site.

Do Not Track

This site currently does not respond to Do Not Track signals.

Security


Pearson uses appropriate physical, administrative and technical security measures to protect personal information from unauthorized access, use and disclosure.

Children


This site is not directed to children under the age of 13.

Marketing


Pearson may send or direct marketing communications to users, provided that

  • Pearson will not use personal information collected or processed as a K-12 school service provider for the purpose of directed or targeted advertising.
  • Such marketing is consistent with applicable law and Pearson's legal obligations.
  • Pearson will not knowingly direct or send marketing communications to an individual who has expressed a preference not to receive marketing.
  • Where required by applicable law, express or implied consent to marketing exists and has not been withdrawn.

Pearson may provide personal information to a third party service provider on a restricted basis to provide marketing solely on behalf of Pearson or an affiliate or customer for whom Pearson is a service provider. Marketing preferences may be changed at any time.

Correcting/Updating Personal Information


If a user's personally identifiable information changes (such as your postal address or email address), we provide a way to correct or update that user's personal data provided to us. This can be done on the Account page. If a user no longer desires our service and desires to delete his or her account, please contact us at customer-service@informit.com and we will process the deletion of a user's account.

Choice/Opt-out


Users can always make an informed choice as to whether they should proceed with certain services offered by InformIT. If you choose to remove yourself from our mailing list(s) simply visit the following page and uncheck any communication you no longer want to receive: www.informit.com/u.aspx.

Sale of Personal Information


Pearson does not rent or sell personal information in exchange for any payment of money.

While Pearson does not sell personal information, as defined in Nevada law, Nevada residents may email a request for no sale of their personal information to NevadaDesignatedRequest@pearson.com.

Supplemental Privacy Statement for California Residents


California residents should read our Supplemental privacy statement for California residents in conjunction with this Privacy Notice. The Supplemental privacy statement for California residents explains Pearson's commitment to comply with California law and applies to personal information of California residents collected in connection with this site and the Services.

Sharing and Disclosure


Pearson may disclose personal information, as follows:

  • As required by law.
  • With the consent of the individual (or their parent, if the individual is a minor)
  • In response to a subpoena, court order or legal process, to the extent permitted or required by law
  • To protect the security and safety of individuals, data, assets and systems, consistent with applicable law
  • In connection the sale, joint venture or other transfer of some or all of its company or assets, subject to the provisions of this Privacy Notice
  • To investigate or address actual or suspected fraud or other illegal activities
  • To exercise its legal rights, including enforcement of the Terms of Use for this site or another contract
  • To affiliated Pearson companies and other companies and organizations who perform work for Pearson and are obligated to protect the privacy of personal information consistent with this Privacy Notice
  • To a school, organization, company or government agency, where Pearson collects or processes the personal information in a school setting or on behalf of such organization, company or government agency.

Links


This web site contains links to other sites. Please be aware that we are not responsible for the privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of each and every web site that collects Personal Information. This privacy statement applies solely to information collected by this web site.

Requests and Contact


Please contact us about this Privacy Notice or if you have any requests or questions relating to the privacy of your personal information.

Changes to this Privacy Notice


We may revise this Privacy Notice through an updated posting. We will identify the effective date of the revision in the posting. Often, updates are made to provide greater clarity or to comply with changes in regulatory requirements. If the updates involve material changes to the collection, protection, use or disclosure of Personal Information, Pearson will provide notice of the change through a conspicuous notice on this site or other appropriate way. Continued use of the site after the effective date of a posted revision evidences acceptance. Please contact us if you have questions or concerns about the Privacy Notice or any objection to any revisions.

Last Update: November 17, 2020