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Skillspowerpoint-planning

powerpoint-planning

Office & productivity

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Updated 10-15 16:46

About this skill

PowerPoint Planning

Upstream design Skill for PowerPoint materials. It designs the purpose, audience, storyline, chapter structure, the assertion of each slide, information hierarchy, visual guidance, generation prompts, review perspectives, and revision instructions.

This Skill is responsible not for PPTX file operations but for the structural design and quality direction of materials. Actual file operations such as PPTX generation, editing, inspection, COM Automation, and render QA are out of scope.

When to Use

  • PowerPoint structure, Slide structure, PPT planning, Material design, Storyline
  • When creating structures for management, customers, internal use, study sessions, workshops, or project reports
  • When you want to design consultant-style high-density materials, bright internal materials, or business materials that work as reading material
  • When creating briefs or prompts to hand off to local PowerPoint, manual production, Copilot Chat, PowerPoint for the web / Edit with Copilot
  • When generated slides look AI-like, the chapter structure is weak, there is no visual guidance, or the assertions are thin

When Not to Use

  • When the main purpose is reading, saving, merging, converting, rendering output, or COM editing of PPTX.
  • If the main deliverable is not PowerPoint but Word / PDF / Excel, etc., use the respective document skill.
  • If it is just a light text revision of a single slide, a normal response is sufficient without making it a Skill.

Modes

  • consulting: For management, customers, strategy, decision-making, and project governance. Clarify conclusions, evidence, implications, recommendations, risks, and next actions.
  • internal-friendly: For internal rollout, study sessions, workshops, awareness-raising, and community sharing. Bright and friendly, but not childish.

If there is a specified brand, template, or Corporate Brand, it takes priority over the mode.

Workflow

  1. Brief: Confirm the theme, audience, usage scenario, post-reading actions, expressions to avoid, desired number of slides, reference materials, and mode.
  2. Source Handling: Divide information into confirmed facts, hypotheses, recommendations, unconfirmed, and human review required. Do not fabricate numbers, prices, dates, customer facts, or contract terms.
  3. Section Architecture: Before working at the slide level, design about 3-5 chapters, the Agenda, any necessary section dividers, and the summary.
  4. Slide Planning: Decide each slide's title, lead sentence, primary message, evidence, supporting detail, quiet note, layout, visual entry point, and reading path.
  5. Prompt / Brief Output: Produce a production brief that can be used in local PowerPoint, manual production, Copilot Chat, Edit with Copilot, or another production execution flow.
  6. Review / Revision: After generation, review the chapter structure, assertions, visual guidance, font sizes, card margins, AI-likeness, and factuality, and create a slide-specific revision prompt.

For materials built from scratch, materials with many discussion points, or materials that involve customer review or decision-making, do not mix the intermediate deliverables of Workflow 2-4 into one memo; save them as 4 files in a planning folder. For details, refer to the Planning Artifacts in references/structure-and-storyline.md .

Output Patterns

  • Clarifying questions and missing inputs
  • Deck objective, audience, usage context, reader action
  • Recommended mode and tone
  • Section architecture and Agenda
  • Slide-by-slide plan
  • Slide titles and lead sentences
  • Page-level emphasis plan
  • Local PowerPoint / Copilot / production brief
  • Review checklist and revision prompts
  • Handoff notes for slide production or file-operation workflows

Core Rules

  • Start from business outcome and reader action, not from slide decoration.
  • Design section flow before slide details.
  • Make each slide answer one question and carry one main takeaway.
  • Make the title and lead sentence enough to understand the slide point.
  • For executive or customer-facing decks, make the slide message short, position-taking, and readable at a glance; split the slide if that cannot be done.
  • Use narrative lead sentences, not teaser copy.
  • Keep assumptions and hypotheses distinct from confirmed facts.
  • Let slide count increase when section dividers or split slides improve comprehension.
  • Use visual hierarchy deliberately: one entry point, clear reading path, quiet caveats.
  • Do not make every card, icon, text box, and color equally loud.
  • Do not shrink text to hide overload; reduce wording, split the slide, or simplify the layout.
  • For customer-facing, executive-facing, legal, brand, pricing, staffing, timeline, commitment, or customer-specific content, require human review before final use.

References