change powerpoint presentation template

Apply a template to an existing presentation

When you want to apply a template, either to a new or existing presentation, start fresh with a blank presentation.

If you need help knowing where to put a template file so you can apply it as described here, see Where template files belong below. 

Select a template

Select File > New .

Under New , you can navigate to a personal or workgroup template, Search for a template, or choose a featured template or theme from the gallery.

To navigate to a personal or workgroup template, select the tab next to Featured , which may be named Personal , Shared , or Custom (depending on the circumstance) and then open the folder that contains the template you want.

If you don't have two tabs to select from under the Search box , you can change that. See Where template files belong below.

Select the template to see a preview of it, then click Create .

The template is applied to the blank presentation.

If you don't have existing slides to import, simply begin creating slides in your new file.

If you have existing slides that you want to apply the template to, see the next section.

Apply the template to existing slides, if any

If you have existing slides, import them into the new file you created above:

Open the file that contains the existing slides.

Click the thumbnail pane and then select the slides you want: 

Copy the selected slides (Ctrl+C).

Switch to the new file, right-click the thumbnail pane, and under Paste Options select Use Destination Theme :

All the copied slides are inserted in the new presentation.  

Where template files belong

To be used easily, store a personal template that you've created or a workgroup template for your organization in a standard folder location that Office knows about. 

Doing so makes the template available from File > New in PowerPoint from the tab next to the Featured tab.

Personal templates: see or change the default location

In PowerPoint, go to File > Options > Save .

Under Save presentations , see the box named Default personal templates location .

There may or may not already be a folder location specified in this box. If a folder is specified, we recommend that you continue using it. Place your personal template in this folder. 

If no folder is specified in that box, we recommend that you use File Explorer to create the following default personal template folder: 

C:\Users\ YourUserName \Documents\Custom Office Templates

YourUserName isn't a literal folder name. Use the above folder path name in the Default personal templates location box, but replace YourUserName with whatever your user name is on this computer.

Workgroup templates: see or change the default location

Organizations often have a standard network or cloud location where templates are stored for everyone to have access to. Office calls them workgroup templates .

In some cases, no location is specified for Workgroup templates . Continue with the next steps to establish a default location.

Open any .docx file in Word.

Select  File > Options > Advanced > File Locations .

(Scroll down towards the bottom to the General section to find the File Locations button.) 

In the File Locations dialog box, note the location specified for Workgroup templates .

If a location name is cut off, select it and click Modify to open a dialog box that will show the full location.  

To change the default location, select it, and then click Modify .

In the dialog box that opens, navigate to the folder you want to specify as the default location, and then click OK .

In the case of workgroup templates for a large organization, they are typically stored in a network location that all users have access to. For example, the Contoso Consulting company might have a server named "Contoso" with a folder structure like this for templates: \\Contoso\Files\OfficeTemplates.

Start from a custom template

To create a new presentation from a custom template, follow the procedures below.

Select File > Open .

Navigate to the folder where the template file is stored.

Select the template file and then click Open .

Select File > Save As .

In the dialog box, type a name for your new presentation in the Save As box.

In the File Format box, choose PowerPoint Presentation (.pptx) .

In the Where box, select the folder you want to save the presentation in.

If you have some existing slides that you want to apply the template to, see the section Apply the new template to existing slides below.

Start from a standard Microsoft template

To create a new presentation from a standard PowerPoint template

Select File > New from Template .

Choose a template from the Gallery, then click Create .

If you don't have existing slides to add to the new presentation, simply begin creating slides in your new file.

If you don't have existing slides to add to the new presentation, see the next section.

Apply the new template to existing slides, if any

Click the thumbnail pane and then select the slides you want:

All the copied slides are inserted in the new presentation, and they adopt the design of its template.  

Save the file and then continue creating slides as you see fit.

Why it's best to start fresh when applying a template

Even if you have existing slides, we recommend that you apply a template to it by starting fresh with the template and then importing the existing slides into the new, fresh template. This process helps to ensure that everything in your presentation (especially things you haven't created yet) adopts the look and formatting prescribed by the template.

Create and save a PowerPoint template

Download free, pre-built templates

Create your own theme in PowerPoint

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How to Edit a PowerPoint Template

Last Updated: February 7, 2024

This article was co-authored by wikiHow staff writer, Darlene Antonelli, MA . Darlene Antonelli is a Technology Writer and Editor for wikiHow. Darlene has experience teaching college courses, writing technology-related articles, and working hands-on in the technology field. She earned an MA in Writing from Rowan University in 2012 and wrote her thesis on online communities and the personalities curated in such communities. This article has been viewed 107,784 times. Learn more...

Templates can speed up the creation of projects, but they can also slow productivity down when they are slightly incorrect, out-of-date, or disorganized. This wikiHow article will show you how to control the look and feel of all of your slides by editing a template in PowerPoint on a computer.

• If you don’t have a PowerPoint template, you can search the web for one or create your own .

• For example, if you change the font on a text-based slide, the entire group’s font will change. In Slide Master view, you will see a menu of formatting options, like adding or removing the slide title and footers, changing the background styles, hiding or showing the background graphics, and changing the theme.
• You can add elements such as an image placeholder throughout your slideshow, like a logo. Use Insert Placeholder from the Slide Master menu to add an image or a text box that will appear in the same spot, with the same dimensions, throughout the slideshow.
• Using the Themes drop-down, you can apply a pre-made consistent color scheme and font. Since not all themes will work with your customized template, you can use the colors and font styles as inspiration. Use the Colors and Fonts drop-downs to further customize your template.

• From the File tab, select Save As .
• In the "Save as File Type" menu, choose PowerPoint template . It will save in your Custom Office Templates folder with a .potx extension. [2] X Research source
• Click Save after you’ve given the template a name.

Expert Q&A

• If you don’t already have a Microsoft Office account, you can get a free trial version for a limited time. Thanks Helpful 0 Not Helpful 0

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• ↑ https://support.office.com/en-us/article/customize-a-slide-master-036d317b-3251-4237-8ddc-22f4668e2b56#OfficeVersion=2010plus
• ↑ https://designshack.net/articles/business-articles/how-to-edit-powerpoint-template/

About This Article

1. Open a PowerPoint Template. 2. Click Slide Master from the View tab. 3. Edit the slide masters themes, colors, fonts, and placeholders. 4. Click Save as from the File tab. 5. Click PowerPoint Template from Save File Type... . 6. Click Save . Did this summary help you? Yes No

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How to Edit a PowerPoint Template: A Quick Start Guide

Whether you’re starting from scratch and building a custom template, or have a PowerPoint template you’ve downloaded and want to customize, knowing how to edit a PowerPoint template is a great skill to have in your kit.

We’re going to walk you through editing a PowerPoint template step-by-step, explaining all the PowerPoint terminology along the way!

If you like the presentation template we are using here—Creativa—you can get it from Envato Elements . It’s a great multi-purpose template that’s great for all types of presentations.

2 Million+ PowerPoint Templates, Themes, Graphics + More

Download thousands of PowerPoint templates, and many other design elements, with a monthly Envato Elements membership. It starts at $16 per month, and gives you unlimited access to a growing library of over 2,000,000 presentation templates, fonts, photos, graphics, and more.

Animated PPT Templates

Fully animated.

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Maximus Template

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PowerPoint Slide Layouts

First, a little terminology.

PowerPoint calls individual slide templates “slide layouts,” and the full template is the “master slide layout.” This little tidbit comes in handy if you have ever to use documentation or help files.

The slide theme is all of the stuff that’s unique to a set of slide layouts, including colors, fonts, effects or transitions and backgrounds.

Placeholders are all the boxes for specific types of content on each slide. You’ll know these because the containers have dotted lines and often contain text or icons that tell you to “place an image or text here”.

Each template includes all of the above with a set of slide layouts for specific needs. You can find all the different slide choices available for your theme under Home > Layout. (You can also find it under View > Slide Master.)

How to Edit a PowerPoint Template

Now that you know what you’re looking at in PowerPoint, you can start to edit the template. We’ll look at all of the changes you can make to the slide master so you can go from a templated presentation to something that feels a little more custom.

Going down the PowerPoint template route is a great option for most people. The best advice is to pick a template you really like, to start with slides for most of the content elements you will need, and then adjust colors and fonts for your brand. You should also remove slide types that you don’t need to make the deck easier to manage and edit. (This can also help decrease overall file size as well.)

Here’s how you do it.

Step 1: Open the Slide Master and Remove Unnecessary Items

Start with the Slide Master, navigate to it using View > Slide Master.

Make sure the slide groupings make sense to you, and change or rename them if necessary. You can also remove groups if you don’t want them.

Note that anything included on a Slide Master (slide number one in the image above) will carry to all slides in that group (called slide layouts). This is helpful when you have an element such as a logo or background that appears on every slide in that group in the same position.

Rearrange slides to fit your needs and delete any slide types that you don’t need.

Step 2: Add Common Elements to Master Slides

While you have the Slide Master open, make any changes to slides that you want to impact the entire deck. Add a logo or background element.

You might also design or change the text in a footer, or add automatic slide numbering that appears on every slide in the deck.

Close the Slide Master when you are finished. Every slide that you have changed in the master will reflect those changes.

Step 3: Change the Theme

You can change colors and fonts in the Slide Master as well. Changing these elements in the Slide Master will apply them to all slides in the deck so that you don’t have to set custom specification on each individual slide.

Use preset color and font palettes for styles that already match or set your own, based on a specific color or palette.

Change the color palette using the Colors option in the Slide Master. Click customize to set colors specific to each element and give it a name you’ll remember.

Change the font using the Fonts panel.

If you are uncertain about making changes on your own, PowerPoint has some presets in the Themes panel. These preset themes may or may not work with your template, proceed with care.

Note that these changes only take effect on the slide they are applied to, unless they are applied to a Slide Master, which impacts all layouts nested therein. That’s why in the example above the changes only affect one slide rather than the entire deck.

Step 4: Change Placeholder Text and Elements

Next, go through the slides and set placeholder elements in a way that makes sense for you. This is most important if multiple people will work from the same PowerPoint template.

Set master text and placeholder elements in the locations and sizes you want them to be. Use easy instructions that tell anyone building a slide how much information they should include.

Close the Slide Master after making the changes and save.

Step 5: Save a New Template

Once you have edited a PowerPoint template and are happy with the design, save the file so it can be loaded and reused. You need to save it as a PowerPoint template file (.potx).

• Navigate to File > Save As (or Save a Copy)
• Choose PowerPoint Template in the Save as Type list (the file will automatically save in the Custom Office Templates folder on your computer)
• Give it a name you will remember
• Select Save

Share a copy of the file with other users and tell them to put in in their Custom Office Templates folder for easy access. To use the new template, select File > New, then Custom > Custom Office Template > [your template name].

Simple! You now have your own custom PowerPoint template that you can share with your team, and use again and again.

How To Edit Or Modify a PowerPoint Template

Easier than starting from scratch

PowerPoint is a useful program to help you create slides for a presentation and even turn them into a video. It has aged well and is still one of the most popular choices for educators, in-house business presentations and home theatre applications.

You can add graphics, text, and multimedia to enhance the appearance and make your presentations more engaging. The list of rich media, including music and video continues to grow.

Along with those features is the ever-expanding variety of templates. Even so, not every template has all that you want or need. Some editing is still required from time to time. The good news is that those templates, purchased or free, can usually be modified and edited by you.

Edit Or Modify a PowerPoint Template

When it comes to Powerpoint templates you can:

• Start from scratch with a blank presentation and use it as a one-off or create a custom template
• Use one of the themes provided from the program or downloaded for free
• Purchase templates from various sources

Learning how to edit a presentation is a valuable tool to have in your kit. Many tutorials suggest using the Slide Master view. However, Slide Master provides blank layouts. It is not a way to edit an existing template.

Let’s say you just purchased a bundle of templates because they look impressive and you want to use them for your business. However, the templates are niche-based, and your business provides online services such as website design.

For example, maybe you like the layout and built-in animations of a real estate Powerpoint template. Does that mean you can’t use it? No, you can customize it for your business by swapping out the images with ones that are more relevant to your industry.

There are many ways to edit a Powerpoint presentation. For the purposes of this tutorial, we are going to outline the steps to turn a real estate template into one for a website design company.

Start With The Cover Slide

Below is the first slide in a purchased real estate Powerpoint presentation.

The first thing you will want to do is to replace the house image with an image of a website. There are two different ways to do this.

Right-Click On An Image To Change It

Some templates will allow you to swap out the picture simply by right-clicking on it and choosing Change picture . Then select the source of your new image ( File, Online Sources, Icons, Clipboard ).

I prefer to use image sites that I know are free and not subject to any copyright laws. As you can see in the image below, when you select From Online Source , you are taken to a screen where you can choose pictures under Creative Commons .

However, there is also a disclaimer on the bottom of the pop-up that says: You are responsible for respecting others’ rights, including copyright.

To be safer legally, use the From a file option and choose an image from a free stock photo website .

Use The Selection Panel To Change Images

Templates that have more complicated animations and transitions will require a different method to change the images.

Start by making sure you are on the Home tab in the top navigation bar.

Now you want to look for and click the Select drop-down menu on the right slide of the top navigation. Choose Selection pane .

This will open a new tab that shows you all the elements on the slide and gives you the ability to “show” or “hide” them.

Your goal in this step is to isolate the image from any other elements on the slide so that you can change it.

Click on Hide All so that you see a blank white screen. The number of elements you will see in the selection panel will depend upon the complexity of the slide.

In this example, it is easy to identify which element is the image as there is only one picture. If your slide has many photos, you will want to click on the dash (-) next to the name of each picture element to find the one you want to change.

Click them on and off until you find the right one.

Make sure that once you find the right picture, it is the only element that is showing. By hiding the other items, you can isolate the image to change it.

At this point, you can follow the same instructions above by right-clicking on the image and selecting Change Picture .

Change Font & Shape Colors

You can also change the font colors and type, as well as the transparency and color of the shapes.

If you choose an image that uses the same color scheme as the template, you will probably only need to do minimal changes, if any. But if you find a picture you want to use that doesn’t match the color scheme, don’t worry. It’s easy to change.

The image below shows the cover slide with a website image that replaced the picture of the home.

It looks out of place from a color perspective. So, let’s change the colors to match our new image for a more congruent look.

Change The Color Of The Shapes

Right-click with your cursor on the background shape that contains the title and select Format Shape .

This process will open a side panel where you can see that the bottom bar is filled with a solid color with 30% transparency. You can also see the color that is used.

Let’s select a color that blends better with our new image. Click the dropdown arrow next to Color and choose the Eyedropper option. You can also select any theme, standard, or custom colors. But if you want to match the colors in the image, using the Eyedropper works best.

Move your cursor to any part of the image that is the color you want to use and click return . You will now see that the bottom bar is the color you chose using the Eyedropper.

Now, remember that the original slide had a 30% transparency effect. This is removed when you change the color. If you want to use that with your new color, right-click the bottom bar, select Format and put the Transparency level back to 30%.

Follow the same procedures as above to change the right color column to the same color. You will notice that now there is an additional section called Recent Color to make it even easier for you to use the same color you used before.

You can change the color, font, size, and location of any text in your template. Start by highlighting the text and looking at the top navigation section that refers to what you can do with text.

With the text highlighted, you can make several edits, including:

• Style (bold, italic, underlined, shadowed)

If you are not sure what any of the options mean, hover your mouse over it to see a description. Of course, you will want to replace what the text says to match your business.

To move the location of the text, put your mouse over one of the dots you see in the highlighted section until your cursor turns into a vertical arrow.

Then use the arrows on your keyboard to move the text up, down, right, or left.

In this sample, the white text looks good with the image and color scheme. However, it could use a few tweaks to the location and style.

See the new slide below and how we transformed it from the original slide by customizing it while keeping the same basic design, animations, and transitions as the template.

The benefit of editing and customizing pre-made templates is that you can benefit from the design skills, animations, and transitions of professional Powerpoint creators.

There is no need to avoid a template that is geared towards an industry or niche that isn’t yours. By following the instructions above, you can have the best of both worlds.

David has a background in small business and lives in Australia. He is a WordPress and Ubuntu Developer who enjoys design, CSS and tech tool integration. Read David's Full Bio

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How-To Geek

How to change an entire presentation's formatting in powerpoint.

You don't need to change a PowerPoint presentation's formatting one slide at a time. You can do it all at once in the Master View. Here's how to use this time-saving feature.

If you’re wanting to reuse a PowerPoint presentation but would like to clear the slideshow's formatting, there’s no need to do it slide by slide---you can do it all at once. Here’s how.

First, open the PowerPoint presentation with the formatting you want to edit. To illustrate the before and after, here’s what we’ll be working with in this example.

Looking even closer, here are the formats our current slideshow is using:

• Colors: Gallery
• Headings: Gill Sans MT
• Body: Gill Sans MT
• Effects: Gallery
• Background Style: Style 10
• Background Graphics: Wooden Flooring

Once you’re ready to reformat, select the “ Slide Master ” option in the “Master Views” group of the “View” tab.

The first child slide is selected by default. Be sure to choose the parent slide above it, or the changes won’t take place for every slide.

If you want to assign a new theme to the presentation, you can do that here. Select “Themes” from the “Edit Theme” group and choose your desired theme from the drop-down menu.

Each theme comes with its own unique set of fonts, colors, effects, and so on---and there's certainly no shortage of items to choose from. If you want to stick with your current theme but change some of the individual formatting options, you can do so with the options available in the “Background” group.

Here are the different options available for reformatting:

• Colors: Changes all the colors used in your presentation, as well as the color options available in the color picker.
• Fonts: Changes all the headings and body fonts used in the presentation.
• Effects: Changes the appearance (shading, border, etc.) of objects in your presentation.
• Background Styles: Choose the background style for the selected theme.
• Hide Background Graphics: Hide (or unhide) background graphics that come with a theme. This can only be used on each slide type in the Master view.

To make changes, select the option from the menu and choose your desired change from the menu that opens. For example, if we wanted to change our colors from “Gallery” to “Green Yellow,” we’d select “Colors” from the “Background Group” and then choose “Green Yellow” from the drop-down menu.

Related: How to Change the Default Font in PowerPoint

Repeat these steps for whichever options you’d like to change. We’ll make the following changes to our slideshow in this example:

• Colors: Green Yellow
• Headings: Calibri
• Body: Calibri
• Effects: Glossy
• Background Styles: Style 10
• Hide Background Graphics: Title Slide only

Once you’ve made the desired changes, select the “Close Master View” button in the “Close” group.

Related: How to Create a Custom Template in PowerPoint

You’ll now see the changes applied throughout the entire presentation.

And a closer look shows all the finer details.

That’s all there is to it!

Microsoft 365 Life Hacks > Presentations > Five tips for choosing the right PowerPoint template

Five tips for choosing the right PowerPoint template

The design or template you choose can greatly influence the success of your presentation, either capturing your audience’s attention or leaving them disengaged. To make a lasting impression on your audience, utilize these five tips when selecting your PowerPoint presentation template.

How do you choose a template in PowerPoint?

The initial step in creating your PowerPoint presentation is choosing the appropriate design. To effectively select the best PowerPoint template for your presentation, there are several components you should consider. These components include the following:

1. Consider your audience

The first component you should consider is your audience. Is the presentation intended for a formal setting, such as in a business context, or will it be delivered in a more informal gathering? Are the viewers going to review the slides virtually , in-person, or will they be viewing the presentation independently? What are the demographics of your audience? It’s crucial to contemplate your audience before outlining your presentation, as they significantly influence your design choices. For example, if you are delivering a business-oriented presentation, you might choose a more conservative design, while a more informal presentation may call for a bolder and more captivating template.

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Powerpoint empowers you to develop well-designed content across all your devices

2. Select a template with appropriate layout options

The layout plays a crucial role in determining how your content is delivered, read, and ultimately comprehended by your audience. When you assess presentation templates, ensure that the layout options align with the nature of your content. Ask yourself, ‘Will this format enhance the readability and comprehension of my content for my audience? Is it the most efficient way to convey my information?

3. Choose a design that fits your style

You’ll feel most comfortable presenting when your presentation feels like yourself. Make you presentation an extension of your personal style and brand, that effectively complements your aesthetic preferences. Whether you prefer minimalism and clean lines or a striking, vibrant presentation filled with animation, select a design that aligns with your style and creates cohesive visuals.

4. Find a template that reflects your message

Outside of aesthetics, your template should reflect the core message of your presentation. If your content is data-heavy, opt for a template with clear charts and graphs. For a storytelling presentation, choose a template that incorporates visuals and storytelling elements. Ensuring your template and message aligns strengthens your presentation’s storytelling .

5. Consider the length of your presentation

The duration of your presentation should be incorporated in your template decision making. Longer presentations may benefit from a clean and organized template that aids in maintaining audience attention. Shorter presentations, on the other hand, provide room for more creative and visually striking templates. Consider the pacing and structure of your content in relation to the template to optimize your audience’s engagement.

The key to an effective PowerPoint presentation template is extensively considering the context of your presentation. Know who your audience is, what your message is, the length of your message, and how the content should be presented. When you consider these elements, you can ensure your presentation will resonate with your audience, with your intended impact. For more ways to improve your next presentation, learn more presentation tips .

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Free PowerPoint Change Management Templates and Slides

By Kate Eby | February 16, 2024

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We’ve collected the most useful free PowerPoint change management templates for change managers, organizational development specialists, and communication, project, and human resources managers to outline and present essential planning and processes.  

Included on this page, you’ll find a  PowerPoint change management plan template with an eight-point plan, including cost data ; a  PowerPoint change management process template that breaks down into five phases for clear visualization ; and a  PowerPoint organizational change management plan template with a post-implementation plan that’s essential for achieving change .

PowerPoint Change Management Communication Plan Template

Download the Change Management Communication Plan Template for PowerPoint  

When to Use This Template:  Change managers, organizational development specialists, and communication, project, and human resources managers use this template to present change data for smooth transitions and stakeholder alignment with objectives.

Notable Template Features: Outline your change management communication plan with this presentation template. It features dedicated slides for change details, stakeholder roles, and a reporting timeline. The timeline table includes specific columns for stakeholders, communication channels, reporting, and timing concerning each communication plan activity. Document the situation statement by entering data for the current standing, type, and reason for the change, then listing the affected parties. Close your communication plan presentation with a customized summary statement of encouragement for your team. 

Check out these  free change management communication plan templates to share change project adjustments and updates with internal and external stakeholders.

PowerPoint Change Management Plan Template

Download the Change Management Plan Template for PowerPoint  

When to Use This Template:  Change management consultants, coordinators, and specialists; business transformation executives; and strategy and planning managers use this template to articulate the change management plan to stakeholders.

Notable Template Features: This comprehensive template includes slides detailing your organization's change management plan. Enter bulleted data in the table columns for an eight-step plan. Use this template to map change management activities in the 10-month-timeline slide. Prioritize change requests and list each change request's impact, hours, and cost data. Use the readiness table to document and update your organization's plan status. This change management presentation template lets you chart and present your plan timeline.

Learn more about planning in order to help your organization prepare for and manage change, discover best practices and tips, and more with this  expert roadmap for writing an effective change management plan .

Check out these  free change management templates to help your organization manage and achieve successful change outcomes.

PowerPoint Change Management Process Template

Download the Change Management Process Template for PowerPoint  

When to Use This Template:  Change management specialists, project managers, organizational development consultants, business analysts, and human resources managers use this template to define and present process steps and strategies for change implementation.

Notable Template Features: Simplify your change management process in a flow diagram with this presentation template. You can map change requests from submission, description, and review to approval. This template breaks down into five phases to help you visualize the change management process, including plan development, implementation, monitoring, and change assessment. The template provides the structure for you to see your change management process at a glance.

Learn more about the history, models, challenges, and tips for successful change management with this  indispensable guide to all aspects of change management .

PowerPoint Organizational Change Management Plan Template

Download the Organizational Change Management Plan Template for PowerPoint

When to Use This Template:  This template is ideal for organizational development managers, change management consultants, project managers, and human resources directors who need to present a change approach that promotes buy-in from stakeholders within the organization. 

Notable Template Features: This change management plan template provides the structure for presenting the analytical, strategic, and process elements of successful organizational change, and it summarizes your organization's implementation plan, objectives, methods, and activities. Document the need for change and its impact in the introduction slide. Detail the post-implementation plan by listing the assets and monitoring and evaluation processes you require to achieve change. This template has everything you need to present each part of your management plan for organizational change.

Check out this collection of  free change management strategy templates to help you plan and ensure successful change.

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Home Blog Business Consulting Presentation Slides: A Guide to PPT Consultant Tools

Consulting Presentation Slides: A Guide to PPT Consultant Tools

Consulting presentations are the foundation of professional communication in disciplines like strategic planning, management, and corporate decision-making. Notably, firms like McKinsey & Company, Boston Consulting Group (BCG), and other leading management consulting firms have mastered the art of creating effective slide decks to a level where these presentations are not just tools but strategic assets.

Fundamentally, consultant presentation slides allow business professionals to share insights, recommendations, and any kind of complex data in a coherent, visual, engaging format that facilitates understanding [3]. In this article, we will explore what defines a consulting presentation, what a consulting slide deck is, and the types of templates we can implement in our daily work lives for this purpose.

Table of Contents

What is a Consulting Presentation?

What is a consulting presentation template, types of consulting presentation slides, final words.

A consulting presentation is a carefully structured visual tool consultants use to communicate analyses, findings, and recommendations to clients. It synthesizes complex information into digestible, visually engaging slides that facilitate understanding and decision-making [1]. Typically, these presentations are grounded in rigorous research and analysis and aim to address specific client challenges or opportunities. 

Consulting presentations serve multiple purposes: to inform, persuade, and provide a clear path forward based on data-driven insights and strategic thinking. The effectiveness of a consulting presentation lies in its ability to make the complex simple, turn data into narratives, and inspire action among its audience, which often includes key stakeholders and decision-makers within an organization.

We can define a consulting presentation template as a slide or slide deck tailored to create assets inside consulting presentations. These templates can depict graphs, diagrams, roadmaps, dashboards, strategies, etc. Presenters can mix and match templates from different styles, modify their PowerPoint theme, customize the content, and get it ready to create a unique slide deck for a consultancy report.

In this section, we will group the different consultancy presentation templates by category. Remember that McKinsey presentations, BCG slides, and other popular consulting deck options are made from these tools.

Strategy Consulting Templates

Strategy consulting templates are visual tools designed to assist in developing and presenting business strategies. They facilitate a systematic approach to analyzing market conditions, competitive landscapes, and internal capabilities to make strategic decisions. McKinsey slide decks are fine examples of this category.

Market Analysis and Competitive Landscape

Whenever we use market analysis or competitive landscape templates, we aim to present research on market trends, customer behavior, and competitive landscapes. To name a few potential options, we can work with a Go-To-Market template outlining the target market, value proposition, marketing and sales strategies, distribution channels, and competitive analysis of a product or service release.

A second option would be to work with a Sales Battlecard , a concise, strategic document used by sales teams to understand and communicate the key features, benefits, and differentiators of their product or service compared to competitors. It’s designed to equip sales representatives with quick references and talking points highlighting competitive advantages and addressing potential objections during sales conversations. For this reason, it can be instrumental in consulting presentations to develop new sales strategies for your operators.

A third option is to implement a Competitive Landscape slide in the format of a competitor matrix to identify the leading competitors and understand their products, strategies, strengths, weaknesses, market share, and positioning. By analyzing competitors’ performance and strategies, a business can better position itself, differentiate its offerings, anticipate competitor moves, and identify areas for growth and improvement.

Business Model Canvas

The business model canvas evaluates a company’s value proposition, infrastructure, customers, and finances. Therefore, it helps businesses align their activities by illustrating potential trade-offs. The canvas includes nine key components: Key Partners, Key Activities, Key Resources, Value Propositions, Customer Relationships, Channels, Customer Segments, Cost Structure, and Revenue Streams.

If you seek a creative option, try this layout alternative to the typical business model canvas PPT template.

SWOT Analysis (Strengths, Weaknesses, Opportunities, Threats)

The SWOT analysis framework is a popular tool across presenters as it can be repurposed for any industry. They allow us to provide a comprehensive overview of the current strategic situation for consultancy presentations. Organizations can then leverage strengths and opportunities while addressing weaknesses and mitigating threats.

Some options of SWOT Analysis PPT templates include:

Porter’s Five Forces Analysis

Porter’s Five Forces is a framework developed by Michael E. Porter that analyzes the industry structure and corporate strategy. It identifies the intensity of competition and attractiveness of a market through five forces: Competitive Rivalry, Threat of New Entrants, Threat of Substitute Products or Services, Bargaining Power of Suppliers, and Bargaining Power of Buyers. In consulting presentations, this framework is instrumental for several reasons:

• Industry Analysis and Strategic Planning: This tool allows us to get a comprehensive overview of the external environment, which helps customers understand an industry’s dynamics. It will also enable consultants to identify where power lies in business situations, guiding the decision-making toward profitability and competitiveness. You can find some McKinsey slides examples covering this approach [2].
• Assessment of Profitability Potential: A market with weak forces suggests higher profitability potential, while solid forces may signal a competitive and challenging market.
• Investment Decisions: For clients considering entering new markets or industries, Porter’s Five Forces can guide investment decisions by highlighting the barriers to entry, the potential for rivalry, and other critical factors influencing the sector’s attractiveness.

Blue Ocean Strategy

The Blue Ocean Strategy , developed by W. Chan Kim and Renée Mauborgne, is a business strategy that encourages companies to create new demand in an uncontested market space, or a “Blue Ocean,” rather than competing head-to-head with other companies in an existing industry, or “Red Ocean.” This approach focuses on innovation, differentiation, and creating value for both the company and its customers, leading to new opportunities for growth.

Consultants can apply this framework to encourage clients to explore new, uncontested markets. Another approach is to emphasize the importance of the unique value proposition. 

Presenters can also combine this tool with strategic planning to boost organizational innovation.

Strategy Roadmap

To implement the strategies defined in a plan, consulting firm presentations must use graphic methods to clearly depict the different stages. This is where Strategic Roadmaps become valuable resources for consulting presentations. We can use the road metaphor for the roadmap, work with timelines, or use any other visual tool to depict a segmented plan.

Operations Consulting Templates

Operations consulting templates are visual tools designed to showcase the analysis and improvement of business processes and operations. Business professionals can use these graphic elements in presentations to identify bottlenecks, waste, and opportunities for improvement. In short, operations consulting templates enable consultants to deliver actionable recommendations that enhance operational performance.

Supply Chain Management

Supply Chain Management (SCM) is a critical element in Operations as it involves overseeing/managing the flow of goods and services, from raw materials to delivered products to the customer. Working with SCM templates helps consultants present tailored reports about supply chain processes and their inefficiencies: bottlenecks, sub-optimized stages, etc. Consequently, organizations can work on cost-reduction strategies, leverage IoT technologies, and aim for sustainable practices.

Lean Management and Six Sigma

Presenters can use a multitude of slides to discuss lean management or Six Sigma processes, but above all, two elements stand out: the DMAIC and the SIPOC diagram .

The DMAIC diagram can be used for multiple cases in consulting presentations. One option would be presenting a case study where defining the project scope led to targeted improvements, illustrating how a similar focus could benefit the client. For companies already implementing Six Sigma strategies, consultants can share benchmark data and metrics from past projects during the Measure phase, showing how precise measurement informed the strategy. Or discuss an Analyze phase from a previous engagement where deep data analysis revealed unexpected insights, suggesting a thorough examination could uncover similar opportunities for the client.

In turn, the SIPOC diagram can visually summarize a process by mapping out its key components, aiding in understanding and communication with the client. Consultants can highlight specific segments of the SIPOC diagram to pinpoint where inefficiencies or issues occur, directing focus to areas with the most significant potential for improvement. Another use in consulting presentations is before implementing changes, as the SIPOC diagram can capture the current state of a process as a baseline, making it easier to measure the impact of improvements post-implementation.

Performance Dashboard

As the final element in this category, consultants are often hired to analyze a company’s performance. This is where Performance Dashboard PPT templates shine, offering a visual method to share condensed data extracted from analysis. The performance dashboard can reflect sales operations, logistics, marketing engagement rate, and plenty of other options. It’s a versatile tool that can be customized to track different metrics.

Financial Consulting Templates

Financial consulting templates help consultants guide the analysis and presentation of financial data, strategies, and recommendations. They enable systematically reviewing and communicating aspects of financial health, including performance analysis, budgeting, forecasting, and investment strategies. Elements like financial ratios, cash flow analysis, and cost-benefit assessments are typical examples, allowing for a comprehensive evaluation of financial stability and growth opportunities.

Financial Performance Analysis

Several tools can be used to conduct a financial performance analysis in a consulting presentation. The typical options are the Profit & Loss (P&L), financial dashboards, and performance review templates.

Cost Reduction Strategies

These templates showcase proposed strategies to minimize operational costs and increase overall profit. We can select the preferred presentation template depending on the company’s size, operational complexity, and other variables. Here, we leave you two potential options.

Investment Appraisal

The Investment Appraisal slide deck contains tools to evaluate the viability and profitability of proposed investments or projects. Although you can find some valuable tools for this in the format of Porter’s Five Forces, DMAIC and SIPOC, and SWOT analysis, it’s best to work with tailored slide decks for investment and financial projects.

Mergers & Acquisitions (M&A) Strategy

Business deals and negotiations regarding mergers or company acquisitions should be handled carefully. Consultants addressing clients about these two situations must communicate clearly, simplify the steps to follow, define the best practices to complete the process smoothly and define how to communicate with the personnel. You can check our Business Partnership PowerPoint template for a well-rounded framework for consultants to discuss these topics.

Financial Modeling Overview

We can work with plenty of templates for this last element to discuss financial modeling. For instance, the P&L model is a good fit in this category, but we can broaden our horizons – depending on the type of analysis – by using tools like the ones below.

The Efficient Frontier Curve is a concept from portfolio theory. It illustrates the set of optimal portfolios that offer the highest expected return for a given level of risk or the lowest risk for a given level of expected return. As part of a financial model overview, it can help investors understand the risk-return trade-off of different investment portfolios, aiding in selecting an investment strategy that aligns with their risk tolerance and return objectives.

The Optimal Capital Structure Curve demonstrates the relationship between a company’s debt-to-equity ratio and its overall cost of capital. Including this in a financial model overview can provide insights into how different financing strategies might affect a company’s value. It highlights the theoretically optimal mix of debt and equity financing that minimizes the company’s cost of capital and maximizes its value.

The Trade Off Theory of Capital Structure Curve suggests that there’s an optimal capital structure where the tax benefits of debt financing are balanced against the costs of financial distress. Including this curve in an overview can illustrate companies’ balancing act in deciding how much debt to take on, considering the benefits of tax shields against the potential costs of bankruptcy or financial distress.

Finally, the CAPM Capital Asset Pricing Model Curve determines the expected return on an asset or portfolio based on its beta (volatility or risk relative to the market). This model can be part of a financial model overview to demonstrate the relationship between the expected return of a security or portfolio and its risk, helping investors understand how to price risk when making investment decisions.

Human Resources Consulting Templates

Human Resource (HR) consulting templates are PPT templates designed to assist in evaluating and improving HR functions such as recruitment processes, talent management, and employee performance evaluation, to name a few. HR consulting templates enable consultants to offer actionable insights and recommendations that support the development of a motivated, efficient, and cohesive workforce aligned with the organization’s goals.

Organizational Design and Development

Whenever we think about organizational development, Org Charts come to mind. We can work with the classical, tier-oriented chart that is easy to understand from a quick view or opt for more complex models like matrices, multi-layered level org charts, etc.

Talent Management Strategy

Talent Management PPT templates are oriented to increase the efficiency levels of talent supply inside organizations. HR teams can implement these templates to identify vacant areas, establish suitable candidate criteria, or develop training programs for the current workforce.

Employee Engagement and Satisfaction

HR consultants often collaborate with multidisciplinary teams to boost employee engagement and foster a company culture across all levels. Employee satisfaction remains a core factor, which can be linked to financial or environmental factors and career development opportunities. To address those needs in presentation design, consultants can use models like Maslow’s Hierarchy of Employee Engagement or the X Model of Employee Engagement.

Compensation and Benefits Analysis

Another stage in HR consultancy services is tailoring attractive recruiting strategies for companies in highly competitive markets, such as the IT industry. Since employees often ask for the benefits of their job offer, consultants can use tools like Employee Benefits Diagrams to express the importance of their value proposition regarding the company culture.

Training and Development Roadmap

Continuous education plans are among the tasks requested by HR consultancy services. Professionals can impact clients by delivering custom-made slide decks as if the stakeholders were part of the event, a practice commonly seen in McKinsey slides [2]. These slide decks will state the learning objectives to achieve, development roadmap, roles and responsibilities, knowledge assessments, etc.

Digital Transformation Consulting Templates

Digital Transformation Consulting Templates are slides or slide decks designed to guide organizations through integrating digital technology into all business areas. These templates help map out strategies to change how businesses operate and fundamentally deliver value to customers. They cover digital strategy formulation, technology adoption, process digitization, and digital skill development.

IT Infrastructure Review

This category features a long list of templates, as we can talk about reviewing the current network infrastructure, a migration process from physical storage to the cloud, or ITIL processes.

Digital Marketing Strategy

In our experience, consultants offering digital marketing services are required to use slide decks to wow prospective clients into hiring their agency. This can be either for SEO consultancy, e-commerce, social media marketing, and plenty of other options.

Another take in this category is when internal consultancy is done regarding the current digital marketing strategy, and the experts have to share their findings across all levels of the organization to adjust the efforts in the right direction.

Risk Management Consulting Templates

Risk Management Consulting Templates help consultants identify, assess, and present mitigation strategies for potential risks within an organization. The core aspect these templates focus on is analyzing the impact those threats can pose on a business’s operation, financial health, or reputation.

Risk Assessment Framework & Compliance

Multiple methods and tools are used for risk assessment . For instance, we can use a typical Deloitte Governance Framework Model, work with a ROAM chart, use an RMF Framework, or the COSO Cube, to name a few.

Alternatively, we can use a risk assessment matrix. Keep in mind that some of the tools mentioned in this category work both for compliance and risk assessment.

Cybersecurity

Consultancy presentations regarding cybersecurity can have two potential main uses: the first one, is where the findings of research about cybersecurity are presented to the management or key team members. This is with the objective of fixing potential threats to the organization. The second take is from a consultancy agency on cybersecurity that aims to promote its services, thus requiring high-quality visuals to communicate its value proposition to potential clients [3].

Change Management Consulting Templates

Change Management Consulting Templates are designed to support organizations through transition processes. Whether implementing new technologies, organizational restructuring, new manufacturing processes, or other changes, these templates ensure that employees are guided, supported, and motivated throughout the transformation process.

Change Management

Management consulting slide decks are used to guide clients through the process of planning, implementing, and sustaining changes within their organizations. Several models can be a good fit for this purpose, like the ADKAR framework , change management diagrams, change management models, and even change management slide decks.

Stakeholder Analysis

Stakeholder Analysis templates are ideal whenever we need to systematically identify, categorize, and assess the interests and influence of individuals or groups critical to the success of a project or initiative. This can involve working with a stakeholder matrix to evaluate their influence level and prioritize strategies, or simply identifying the stakeholders in a diagram at the initial stages of a project.

Communication Plan

A communication plan is a high-level document that includes all the information pertinent to the organization’s business objectives, goals, competitors, and communication channels. These kinds of presentations are created when the communication plan is presented to key stakeholders and management, so all details can be reviewed before sharing the document across all levels of the organization. We can work with generalist communication plans or niche-specific ones, like marketing communication plans.

Customer and Marketing Consulting Templates

Customer and Marketing Consulting Templates were created to enhance engagement with target markets and customers. By implementing these templates, consultants can represent insights for market segmentation, product positioning, or mapping the customer journey. This, in turn, helps businesses align marketing efforts with real consumer needs and preferences in their niche.

Customer Journey Mapping

Customer Journey Mapping templates are used in consulting presentations to provide a visual overview of a customer’s experience with a brand, product, or service from initial contact through various stages of engagement and long-term relationships. They serve to identify key interactions, touchpoints, and the emotional journey customers undergo. 

The usage of these consulting slides helps pinpoint areas for improvement, uncover customer pain points, and highlight moments of delight. By mapping out the customer journey, consultants can offer targeted recommendations for enhancing the customer experience, improving customer satisfaction, and ultimately driving business growth.

Market Segmentation

Market Segmentation Templates are utilized in consulting presentations to visually categorize a market into distinct groups based on various criteria like demographics, psychographics, behavior, and needs. These templates help illustrate the composition of a market, showcasing how each segment differs in terms of preferences, purchasing behavior, and responsiveness to marketing strategies. 

By employing market segmentation templates, a consulting company presentation can effectively communicate targeted strategies for reaching and engaging specific customer segments. This approach aids businesses in focusing their marketing efforts more efficiently, tailoring products, services, and messaging to meet the unique needs of each segment. Examples of templates we can use are the PAM TAM SAM SOM model, a target market diagram, the VALS framework, or generic market segmentation slides.

Marketing Mix Strategy (4Ps)

The Marketing Mix Strategy (4Ps) templates help consultants delineate how each component (Product, Price, Place, and Promotion) can be optimized to meet the target market’s needs and achieve a competitive advantage. This, in turn, allows us to provide recommendations on product development, pricing strategies, distribution channels, and promotional tactics.

Alternatively, we can work with more complete frameworks, like the 7Ps Marketing Mix or the 8Ps Marketing Mix.

Customer Satisfaction and Loyalty Analysis

One commonly asked consultancy service is to explore customer satisfaction and brand loyalty, and for that reason, presenters can work with customer lifecycle templates, which explore the process from a buying need to a recurring consumer of a brand.

If the issue regarding customer satisfaction is linked to customer service, then consultants can evaluate factors like the customer service maturity level – going from cost-based strategies to customer service that adds value to a consumer’s life.

Customer satisfaction surveys are typically conducted in this kind of analysis, and results can be presented using templates like the NPS Gauge Infographic.

Sustainability and ESG Consulting Templates

Sustainability and ESG (Environmental, Social, Governance) Consulting Templates are slides that help presenters communicate sustainable practices and ESG principles into their organization’s operations. They assess the importance of environmental impact, social responsibility, and governance practices, becoming actionable tools to define sustainable goals, measure progress, and communicate achievements.

Sustainability Strategy and Roadmap

Sustainability Strategy and Roadmap consultancy PowerPoint templates allow us to outline an organization’s approach to integrating sustainable practices into its business operations. Consultants work with these templates to present a structured plan, from setting sustainability goals to implementing initiatives and monitoring progress.

ESG (Environmental, Social, Governance) Reporting Framework

ESG slide templates enable consultants to communicate a company’s commitment to sustainability, ethical practices, and social responsibility to stakeholders. By showcasing achievements, challenges, and future goals, these templates facilitate transparent dialogue with investors, customers, and regulatory bodies. They are crucial for companies looking to demonstrate accountability, enhance their reputation, and attract sustainability-conscious investors and consumers.

Circular Economy Strategy

In our final category, we can find the circular economy strategy templates, which aim to redefine growth and focus on positive society-wide benefits. These templates enable consultants to illustrate how businesses can transition from a linear “take-make-waste” model to a circular economy model that designs out waste, keeps products and materials in use, and regenerates natural systems. By detailing strategies for sustainable product design, recycling, reuse, and remanufacturing, the templates help visualize companies’ steps to become more sustainable and efficient.

Creating a tailored consulting slide deck from scratch involves hours of planning, including which information you intend to deliver, which graphic outlook will engage the audience, how you will highlight key factors, and the list goes on. Therefore, we invite you to explore the possibilities that consulting presentation templates offer regarding reduced effort and better time management for your presentations. All the designs shown in this article can be fully customized to the presenter’s requirements or preferences.

[1] Alexander, E. R. (1982). Design in the Decision-Making Process . Journal Name, 14(3), 279-292.

[2] Rasiel, E. (1999). The McKinsey Way . McGraw-Hill.

[3] Sibbet, D. (2010). Visual Meetings: How Graphics, Sticky Notes and Idea Mapping Can Transform Group Productivity . Wiley.

[4] Baret, S., Sandford, N., Hida, E., Vazirani, J., & Hatfield, S. (2013). Developing an effective governance operating model: A guide for financial services boards and management teams . Deloitte Development LLC.

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