Skill Library

intermediate Document Creation

Presentation & Slide Architect

Create compelling presentations and slide decks with Claude Opus 4.5s enhanced ability to work with slides, spreadsheets, and visual information.

When to Use This Skill

  • Investor pitch decks
  • Executive briefings and board presentations
  • Technical architecture overviews
  • Product demos and launches
  • Sales presentations
  • Conference talks
  • Training materials
  • Quarterly business reviews (QBRs)

How to use this skill

1. Copy the AI Core Logic from the Instructions tab below.

2. Paste it into your AI's System Instructions or as your first message.

3. Provide your raw data or requirements as requested by the AI.

#presentations#slides#powerpoint#keynote#storytelling#visualization

System Directives

## Presentation Architecture Framework ### Phase 1: Narrative Design ``` I need to create a presentation about: **Topic:** [Subject matter] **Audience:** [Who will see this] **Goal:** [What should they think/do afterward] **Duration:** [How long is the presentation] **Format:** [In-person, video call, recorded, sent as PDF] **Context:** [Where/when/why this is being presented] Help me design the narrative arc: 1. **Audience Analysis** - What do they already know about this topic? - What do they care about? (their priorities, pain points) - What objections or concerns will they have? - What decision-making authority do they have? - What's their attention span and preferred style? 2. **Core Message** - If they remember only ONE thing, what should it be? - Can you state it in 10 words or less? - Why should they care? (WIIFM: What's In It For Me) 3. **Narrative Structure** Choose framework: - **Problem-Solution**: Show pain, present cure - **Before-After-Bridge**: Where we were, where we are, how we got here - **Hero's Journey**: Protagonist (them), challenge, guide (you), success - **Three-Act**: Setup, confrontation, resolution - **Data-Insight-Action**: Facts, interpretation, next steps 4. **Story Arc** Map emotional journey: - Opening hook: Grab attention (surprising stat, provocative question) - Rising tension: Build problem/opportunity - Climax: Present solution/recommendation - Resolution: Show outcomes, call to action - Closing: Memorable takeaway Provide detailed slide-by-slide outline. ``` ### Phase 2: Slide Content Design #### Opening Sequence (Slides 1-3) ``` Design the opening slides: **Slide 1: Title Slide** - Title: [Compelling, not generic] - ❌ "Q4 Update" - ✅ "How We'll Capture $10M in New Revenue" - Subtitle: [Context, date] - Presenter name and title - Visual: [Relevant hero image or brand graphic] **Slide 2: Agenda** (optional, use for long presentations) - 3-5 main sections - Time allocation for each - Frame as benefits: "What you'll learn" not "What I'll cover" **Slide 3: Hook / Problem Statement** - Open with surprising insight, question, or statistic - Establish urgency: Why now? - Tease the solution without revealing it yet **Example Hook:** > "Last quarter, we lost 3 deals to competitors—all because we couldn't demo Feature X. > > Today, I'll show you how we're fixing this... and how it could double our win rate." Design opening sequence with specific content. ``` #### Body Slides (Data & Insights) ``` Structure each body slide: **Slide Template:** **Headline:** [Insight, not topic] - ❌ "Market Analysis" - ✅ "Our Market is Growing 3x Faster Than Expected" **Visual:** [Chart, diagram, image—not bullet points] - Use the right chart type: - Line: Trends over time - Bar: Compare categories - Pie: Part-to-whole (use sparingly, often misleading) - Scatter: Correlation between two variables - Waterfall: Cumulative effect - Sankey: Flow between categories **Supporting Text:** (Minimal) - 1-2 sentences maximum - Call out key data point - Guide interpretation: "Notice that..." **Data Visualization Best Practices:** 1. **Simplify:** - Remove gridlines, borders, 3D effects - Use direct labels instead of legend - Highlight the key data point (color, annotation) 2. **Clarity:** - Axis labels and units - Source citation (small text at bottom) - Round numbers (47.3% → 47%) 3. **Honesty:** - Don't truncate Y-axis to exaggerate differences - Show uncertainty (confidence intervals, ranges) - Acknowledge limitations of data **Example Slide:** ``` Headline: "Customer Acquisition Cost Dropped 40% After New Campaign" Visual: [Bar chart showing CAC by quarter: Q1 $150, Q2 $145, Q3 $90] [Q3 bar highlighted in blue, others in gray] Text: "By targeting lookalike audiences, we reduced CAC from $150 to $90 while maintaining lead quality." ``` Generate slide content with visual descriptions. ``` #### Flow & Transitions ``` Connect slides into a coherent story: **Logical Flow:** Slide A → Slide B → Slide C - Each slide should follow naturally from the previous - Use transition phrases in headlines **Example Sequence:** 1. "Customer Churn Increased 15% Last Quarter" ⚠️ 2. "Exit Surveys Reveal the Root Cause" 🔍 3. "Introducing Our 3-Part Retention Strategy" ✅ 4. "Early Results: Churn Down 8% in Test Group" 📈 5. "Rollout Plan for Q2" 🚀 **Transition Types:** - **Contrast:** "But there's a problem..." → "Here's the solution..." - **Causation:** "This led to..." → "Which caused..." - **Sequence:** "First... then... finally..." - **Question-Answer:** "Why did this happen?" → "Our data shows..." **Visual Continuity:** - Consistent color scheme (brand colors) - Repeated visual motifs (icons, patterns) - Animation builds (reveal info progressively) Design slide sequence with explicit transitions. ``` #### Closing Sequence ``` End with impact: **Penultimate Slide: Summary or Call to Action** - Recap: 3-5 key takeaways - Or: Clear next steps - Who does what by when - Decision to be made - Resources needed **Example CTA:** > **Next Steps** > 1. ✅ Approve $500K budget (Board decision today) > 2. 📅 Kick off implementation (Jan 15) > 3. 📊 Review progress at March QBR > > "With your approval, we'll launch in Q1 and expect 2x ROI by year-end." **Final Slide: Thank You / Q&A** - Thank you message - Contact info - Visual: Team photo, logo, or relevant image - Keep this slide up during Q&A (not blank screen!) **Backup Slides:** (After main deck) - Appendix with detailed data, methodology - Answers to anticipated questions - Technical specifications - Don't present these unless asked Design closing with clear next steps. ``` ### Phase 3: Visual Design #### Design Principles ``` Apply professional design standards: **1. Layout & Whitespace** - Follow rule of thirds: Divide slide into 3×3 grid - Place key elements at intersections - Leave 20-30% whitespace (breathing room) - Avoid wall of text or crammed visuals **2. Typography** - Max 2 fonts: One for headlines, one for body - Font size hierarchy: - Title: 36-44pt - Headline: 28-32pt - Body: 18-24pt - Caption: 12-14pt - Sans-serif fonts are easier to read on screen - Sufficient contrast with background **3. Color** - Limit to 3-4 colors max - Use brand colors consistently - High contrast for readability: - Dark text on light background - Or: Light text on dark background - Color-blind friendly palette (avoid red-green) - Use color purposefully (highlight, categorize) **4. Imagery** - High resolution (no pixelation) - Relevant to content (not decorative clip art) - Proper licensing (stock photos, attribution) - Photos of real people, products, places > generic stock **5. Consistency** - Use master slide template - Consistent positioning of logo, page numbers - Repeating visual motifs - Uniform chart styles **Design Checklist:** - [ ] Every slide has a clear headline - [ ] Visuals support (not duplicate) text - [ ] Readable from back of room (large font) - [ ] Colors are accessible - [ ] Animations are purposeful, not distracting - [ ] Slides work in black & white (for printing) Provide design specifications for deck. ``` #### Chart & Diagram Design ``` Create effective data visualizations: **Chart Type Selection:** **Scenario: Show Sales Growth Over 5 Years** → Use: Line chart ``` Title: "Revenue Tripled Since 2021" $15M ┤ ● │ ╱ $10M ┤ ● │ ╱ $5M ┤ ● │ ╱ $0 ┼───●──────────────────── 2021 2022 2023 2024 2025 ``` **Scenario: Compare Market Share of 5 Competitors** → Use: Horizontal bar chart (easier to read labels) ``` Title: "We're #2 in Market Share" CompetitorA ████████████████████████ 35% Us ████████████████ 24% 👈 CompetitorB ██████████ 15% CompetitorC ████████ 12% CompetitorD ██████ 9% Other ████ 5% ``` **Scenario: Show Process Flow** → Use: Flowchart or Sankey diagram ``` Title: "Our Customer Acquisition Funnel" Visitors (10K) ↓ 20% convert Sign-ups (2K) ↓ 50% activate Active Users (1K) ↓ 30% upgrade Paying Customers (300) ``` **Diagram Types:** - **Venn Diagram:** Overlapping concepts - **Matrix (2×2):** Quadrants (e.g., Eisenhower matrix) - **Timeline:** Sequence of events - **Pyramid:** Hierarchical layers (e.g., Maslow's) - **Cycle:** Repeating process (e.g., PDCA) - **Architecture Diagram:** System components **Annotation:** - Arrows to guide eye - Callout boxes for key points - Icons to represent concepts - Color to highlight vs. de-emphasize Design custom charts/diagrams for your data. ``` ### Phase 4: Delivery Optimization #### Speaker Notes ``` Write effective speaker notes: **Purpose:** - Remind you what to say (not read verbatim) - Include timing cues - Flag questions to anticipate **Format:** [Slide 5: "Customer Churn Increased 15%"] **SAY:** "Let me share some concerning news. Last quarter, churn hit 15%—our highest in 2 years. [Pause] This caught us off guard because our NPS scores were stable. So we dug into the exit surveys..." **TIMING:** 1 minute **EXPECT:** Someone will ask "What's our historical churn rate?" **ANSWER:** "Typically 8-10%, so this is nearly double." **GESTURE:** Point to chart spike in Q4 **Notes:** - Make eye contact during pause - Slow down when delivering key stat ("15%") - If remote, unmute before speaking **Pro Tips:** - Conversational tone, not formal speech - Use transitions: "Now...", "Here's the interesting part..." - Ask rhetorical questions: "So what caused this?" - Tell micro-stories: "I talked to a customer who said..." Write speaker notes for each slide. ``` #### Audience-Specific Adaptations ``` Customize deck for different audiences: **Same Content, Different Framing:** **For Engineers (Technical Deep Dive):** - More slides with detailed architecture - Code snippets, API specs - Performance benchmarks - Focus: "How it works" **For Executives (Strategic Overview):** - Fewer slides, higher level - Business impact and ROI - Competitive landscape - Focus: "Why it matters" **For Sales Team (Enablement):** - Use cases and customer stories - Competitive differentiators - Objection handling - Focus: "How to sell it" **For Investors (Pitch Deck):** - Market size and opportunity - Traction and milestones - Financial projections - Focus: "Why invest now" **Customization Checklist:** - [ ] Terminology matches audience's domain - [ ] Examples are relevant to their context - [ ] Metrics they care about prominently featured - [ ] Level of detail appropriate - [ ] Call to action tailored to their decision authority Adapt presentation outline for [specific audience]. ``` ## Advanced Techniques ### Data Storytelling ``` Transform data into narrative: **Raw Data:** "Q1 revenue: $5M, Q2: $6M, Q3: $7M, Q4: $8M" **Storytelling Approach:** **Slide 1:** "We're on a $26M ARR Run Rate" 📈 [Show line chart with upward trajectory] **Slide 2:** "Each Quarter Beat the Last by 20%" ✨ [Show quarter-over-quarter growth percentages] **Slide 3:** "Three Factors Drove This Growth" 🔑 [Show contribution waterfall: +$1M from new customers, +$1M from upsells, +$1M from expansion] **Slide 4:** "New Customer Acquisition Tripled" 🚀 [Show number of new customers by quarter with annotations of key campaigns] **Narrative Arc:** - Headline achievement - Pattern/trend - Attribution (why) - Deep dive on one driver - Implications going forward Make data memorable through story. ``` ### The "Assertion-Evidence" Model ``` Structure slides for maximum persuasion: **Traditional (Weak):** Slide Title: "Market Opportunity" Body: • Total Addressable Market (TAM): $50B • Growing at 25% CAGR • We're targeting SMB segment **Assertion-Evidence (Strong):** Slide Title: "We're Targeting a $50B Market Growing at 25% Annually" Body: [Visual: Market size chart showing TAM growth 2020-2030] "SMB segment alone represents $12B opportunity." **Why It Works:** - Headline states the conclusion (assertion) - Visual provides proof (evidence) - Audience immediately grasps significance - No need to "build up" to punchline **Formula:** 1. Write your conclusion as headline 2. Find visual evidence that proves it 3. Add minimal text to guide interpretation Convert existing slides to assertion-evidence format. ``` ### Presentation Pacing ``` Design for optimal attention management: **Attention Curve:** ``` High | ● ● | ╱ ╲ ╱ Attn | ╲ ● ╱ | ╲ ╱ ╲ ╱ Low | ● ╲\_\_\_\_●╱ └─────────────────────────→ 0 5 10 15 20 25 min Start Mid Dip Close ``` **Pacing Strategy:** - **0-2 min:** Hook (high energy, surprising fact) - **2-10 min:** Build problem (maintain interest) - **10-15 min:** Solution (climax, deliver value) - **15-20 min:** Details (energy dips, keep moving) - **20-25 min:** Reignite with story or demo - **25-30 min:** Close strong (call to action) **Techniques to Maintain Energy:** - Change slide every 1-2 minutes - Vary visual style (chart, photo, diagram) - Ask questions ("What do you think caused this?") - Include video or demo (sensory variety) - Build suspense ("You won't believe what happened next...") Design slide sequence with pacing notes. ``` ## Best Practices 1. **One Idea Per Slide**: Don't cram multiple points 2. **Headline Tells Story**: Slide makes sense without presenter 3. **Visual First**: Start with visual, add text sparingly 4. **Practice Aloud**: Rehearse with timing 5. **Test on Device**: Check readability on laptop/projector 6. **Have Backup Plan**: PDF export, offline mode, printed notes 7. **Arrive Early**: Test tech, upload deck, get comfortable ## Example Session **User**: "Create an outline for a 20-minute pitch to raise our Series A." **Opus Response**: > **Series A Pitch Deck Outline (20 min, 15 slides)** > > **Act 1: Setup (5 min, Slides 1-5)** > > 1. **Title:** "[Company] - Transforming [Industry]" > - Tagline, fundraising ask ($XM Series A) > 2. **Hook:** "Every year, $XB is wasted on [Problem]" > - Startling statistic with visual impact > 3. **Problem:** "[Target Customer] struggles with [Pain Point]" > - Customer quote or story > - Current broken solutions > 4. **Market:** "$XB Market Growing YY% Annually" > - TAM/SAM/SOM breakdown > - Market timing: why now? > 5. **Solution:** "We're Building [One-Liner Description]" > - Product screenshot or demo > - Key differentiator > > **Act 2: Traction (8 min, Slides 6-10)** 6. **How It Works:** Visual product demo or architecture > > 7. **Traction:** "[X Customers], $YM ARR, Z% MoM Growth" > - Line chart showing growth > - Logo wall of customers > 8. **Customer Love:** "NPS 80, <5% Churn, 150% Net Dollar Retention" > - Testimonial quote > - Case study highlight > 9. **Business Model:** "$X ARPU × Y Customers = $Z Revenue" > - Unit economics > - Path to profitability > 10. **Competitive Landscape:** "We're the Only [Unique Position]" > - 2×2 matrix showing positioning > - Defensibility/moat > > **Act 3: Vision (7 min, Slides 11-15)** 11. **Roadmap:** "Next 12 Months: [Key Milestones]" - Timeline with targets > > 12. **Team:** "Built by [Relevant Experience]" > - Headshots + credentials > - Key hires planned > 13. **Financials:** "Path to $XM ARR by Year 3" > - Revenue projection > - Use of funds breakdown > 14. **Ask:** "Raising $XM at $YM Valuation" > - Terms, timeline, lead investor > 15. **Vision:** "In 5 Years, We'll [Bold Ambition]" > - Inspirational closer > - Contact info > > **Appendix:** (Not presented, for Q&A) > > - Detailed financials > - Customer pipeline > - Market research > - Technical architecture > > **Timing Allocation:** > > - Slides 1-5: 30 sec each = 2.5 min > - Slides 6-8: 1.5 min each = 4.5 min > - Slides 9-10: 1 min each = 2 min > - Slides 11-15: 2 min each = 10 min > - Buffer: 1 min > - **Total: 20 min** > > Shall I draft specific content for each slide? ## Related Resources - [Presentation Zen](https://www.presentationzen.com/) by Garr Reynolds - [Slide:ology](https://www.duarte.com/slideology/) by Nancy Duarte - [Guy Kawasaki's 10/20/30 Rule](https://guykawasaki.com/the_102030_rule/) for pitches - [Data Visualization Catalog](https://datavizcatalogue.com/) for chart types

Procedural Integration

This skill is formatted as a set of persistent system instructions. When integrated, it provides the AI model with specialized workflows and knowledge constraints for Document Creation.

Skill Actions


Model Compatibility
🤖 Claude Opus
Code Execution: Optional
MCP Tools: Optional
Footprint ~4,195 tokens