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Methods and Materials: Presenting Your Research Design Clearly

Methods and Materials: Presenting Your Research Design Clearly

When it comes to scientific research, the "Methods and Materials" section is where the rubber meets the road. It's the place where you outline your research design, detail your methods, and specify the materials you've used. This section is not just a necessary formality; it's the backbone of your research paper.

A well-presented "Methods and Materials" section is crucial for several reasons. First, it ensures transparency and replicability, allowing other researchers to reproduce your experiments accurately. Second, it demonstrates the rigor and validity of your work. Third, it helps readers assess the reliability of your findings. Here, we'll delve into the essential elements of presenting this section clearly and effectively.

Begin with a Clear Subheading

A well-structured research paper is like a road map that guides readers through your study. The "Methods and Materials" section, in particular, is a critical part of this journey. To ensure clarity and facilitate navigation, it's essential to begin this section with a clear subheading.

Organization and Readability : Subheadings are signposts that signal a change in the content. They break up long sections of text into manageable portions, making it easier for readers to follow along. In a lengthy research paper, this division is especially crucial.

Quick Reference : A clear subheading serves as a reference point for readers. They can quickly locate the "Methods and Materials" section, even if they need to flip back and forth between sections.

Expectation Setting : The subheading sets the reader's expectations. It tells them that they are about to delve into the methods and materials used in the study. This contextual information prepares them for the content to come.

Clarity : It adds clarity to your paper's structure. Without a subheading, readers might wonder where the methods section begins. With one, there's no confusion.

Accessibility : Subheadings make your paper accessible to a broader audience. Some readers might be interested only in the methods and materials, and a clear subheading allows them to go directly to that section.

Be Descriptive : Your subheading should clearly indicate that this is the "Methods and Materials" section. For example, "Methods and Materials" or "Materials and Methods" are straightforward choices.

Keep It Concise : Subheadings should be concise but informative. Avoid lengthy or convoluted subheadings that might confuse readers rather than guide them.

Consistency : Ensure consistency in formatting and style. If you use sentence case for your subheading (e.g., "Methods and materials"), maintain this style throughout your paper.

Font and Formatting : Make sure your subheading stands out from the body text. This can be achieved through formatting, such as bold or larger font size.

Placement : Typically, the "Methods and Materials" section comes after the introduction and before the results. Place your subheading accordingly, maintaining the logical flow of your paper.

Review Guidelines : Some journals or academic institutions may have specific formatting guidelines for subheadings. Always check and adhere to these guidelines.

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Describe your research design.

The "Methods and Materials" section of your research paper is a critical juncture where you elucidate how your study was conducted. A pivotal component of this section is describing your research design, which acts as the foundation upon which your entire research endeavor rests.

Why Describe Your Research Design?

Clarity and Transparency : A well-defined research design provides clarity and transparency about the structure of your study. It allows readers to understand the overall framework within which you collected data and drew conclusions.

Replicability : For scientific research to hold value, it must be replicable. Describing your research design in detail enables other researchers to replicate your study to validate your findings or build upon your work.

Credibility : A thorough description of your research design enhances the credibility of your study. It shows that your research was conducted rigorously and systematically, bolstering trust in your results.

Components of Describing Your Research Design:

Research Framework : Begin by outlining the broader research framework in which your study falls. Is it experimental, observational, correlational, or a combination of these? Explain the rationale for choosing this design based on your research questions or objectives.

Research Variables : Specify the independent and dependent variables. Describe how these variables were conceptualized and measured. If your study involves control variables, mention them as well.

Sampling Methods : Detail your sampling methods, including the target population, sample size, and sampling technique. Discuss any inclusion or exclusion criteria applied to select participants or subjects.

Data Collection Procedures : Explain the procedures and methods you employed to collect data. If your research involved surveys, experiments, interviews, observations, or archival data, provide step-by-step explanations of how data were gathered.

Data Analysis Techniques : Describe the statistical or analytical techniques used to analyze the collected data. Mention any software or tools utilized for data analysis and justify their selection.

Ethical Considerations : Address ethical considerations and approvals, especially if your research involved human subjects or animals. Discuss informed consent, confidentiality, and any institutional review board (IRB) approvals obtained.

Tips for Effective Description:

Clarity : Write in clear, concise language. Avoid jargon or overly technical terms that may confuse readers.

Chronological Order : Present your research design in a logical, chronological order, following the sequence in which your study was conducted.

Justification : Provide rationale for your design choices. Explain why you opted for a particular research design, variables, or data collection methods.

Use of Visuals : If applicable, incorporate tables or flowcharts to visually represent your research design. Visual aids can enhance understanding.

Be Comprehensive : Leave no room for ambiguity. The reader should be able to replicate your study based solely on the information provided.

Anticipate Questions : Consider potential questions or doubts a reader might have and address them in your description.

Detail Your Methods

In the labyrinth of scientific research, the "Methods and Materials" section serves as the guiding light that illuminates the path taken during the study. Within this section, the detailed exposition of your research methods is akin to providing readers with a map to navigate your investigative journey.

The Significance of Detailed Methods:

Reproducibility : One of the fundamental principles of scientific research is reproducibility. By meticulously detailing your methods, you enable fellow researchers to replicate your study accurately. This replication can either validate your findings or foster further exploration.

Transparency : Detailed methods enhance the transparency of your research. They offer readers insight into how data was collected, experiments were conducted, and analyses were performed. This transparency bolsters the credibility of your study.

Evaluation : A comprehensive account of your methods allows readers to assess the rigor and validity of your research. They can evaluate whether your methods were appropriate for addressing the research questions or hypotheses.

Elements of Detailed Methods:

Participant Information : Start by providing essential details about the participants or subjects involved in your study. This includes demographics, recruitment methods, and any criteria used for selection.

Procedure : Outline the step-by-step procedure followed during data collection or experimentation. Imagine you are writing a manual for someone who wishes to replicate your study; every detail counts.

Data Collection : Specify the tools, instruments, or equipment used to collect data. Describe how measurements were taken, observations were recorded, or surveys were administered. Include information on the timing and location of data collection.

Variables : Define and operationalize the variables under investigation. Explain how variables were measured or manipulated. If standardized scales or instruments were employed, provide references or details about their reliability and validity.

Data Analysis : Detail the statistical or analytical methods applied to the collected data. Mention any software or algorithms used. If you made any assumptions or transformations during analysis, clarify these.

Control Measures : Discuss any control measures implemented to ensure the internal validity of your study. This might include randomization procedures, counterbalancing, or control groups.

Ethical Considerations : Address ethical considerations, especially if your research involved human participants or animals. Describe informed consent procedures, confidentiality measures, and any ethical approvals obtained.

Tips for Effective Method Description:

Clarity : Write in clear, concise language. Use a logical, chronological sequence to present your methods.

Justification : Explain why you chose specific methods. Provide a rationale for your decisions regarding data collection and analysis.

Visual Aids : Utilize tables, diagrams, or flowcharts if they can enhance understanding or clarify complex procedures.

Anticipate Questions : Anticipate potential questions or concerns readers might have and address them preemptively.

Avoid Ambiguity : Leave no room for ambiguity or assumptions. Ensure that someone unfamiliar with your study could replicate it based solely on your description.

Specify Your Materials

Within the realm of scientific inquiry, the "Methods and Materials" section stands as a testament to precision and clarity. When delving into your research, specifying the materials used is akin to revealing the tools that sculpted your study.

The Importance of Material Specification:

Replicability : Just as clear methods enable reproducibility, specifying materials ensures that fellow researchers can replicate your study with exactitude. Transparent documentation of materials aids in verifying your results and conclusions.

Transparency : Transparency in research is paramount. It builds trust and credibility among readers and reviewers. By specifying your materials, you offer a transparent view of your research process.

Accuracy and Precision : Precision in research is vital. Specifying materials with detail and accuracy enhances the precision of your study. It leaves no room for ambiguity or misinterpretation.

Elements of Material Specification:

Equipment and Instruments : Begin by listing any equipment or instruments used in your study. Provide the name, model, and, if applicable, the manufacturer. For example, if you used a specific brand of microscope, mention it explicitly.

Chemicals and Reagents : If your research involved chemical substances, enumerate them. Include their chemical names, molecular formulas, concentrations, and sources. For biological materials, detail the species, strains, and origins.

Software and Tools : Specify any software programs or digital tools utilized in data analysis, simulations, or modeling. Include version numbers and, if relevant, indicate if any custom code was developed.

Materials for Experiments : Describe any materials used in experiments or procedures. This might include details about the type of soil, plant varieties, or animal breeds. For laboratory experiments, provide information on sample sizes and preparations.

Measurement Devices : If your study required specific measurement devices, such as sensors, meters, or gauges, provide comprehensive details about them, including their specifications and calibration.

Consumables : Don't overlook consumables like lab glassware, pipettes, filters, or culture media. Mention their types, brands, and any specific attributes that are pertinent to your study.

Ethical Considerations : Address ethical considerations related to materials, especially if your research involved human or animal subjects. Detail how you obtained consent, ensured animal welfare, or adhered to ethical guidelines.

Tips for Effective Material Specification:

Clarity : Write material specifications in a clear, concise manner. Use a standardized format to present information consistently.

References : Cite references for materials or instruments whenever applicable. This allows readers to access additional information if needed.

Visual Aids : Incorporate visuals like photographs or diagrams to illustrate complex equipment or materials, especially if they are custom-made or unique.

Anticipate Questions : Anticipate potential questions from readers about the materials and address them preemptively.

Comprehensive : Be comprehensive in your descriptions. Think of it as creating a catalog of materials that anyone can consult for replication.

Maintain Clarity and Conciseness

As you navigate the intricate landscape of academic writing, one guiding principle shines brightly: maintain clarity and conciseness throughout your manuscript. The clarity of your writing is like a beacon that guides readers through the depths of your research, while conciseness ensures that your message remains succinct and impactful.

Why Clarity Matters:

Comprehension : Clear writing ensures that your readers understand your ideas. In the realm of academia, where complex concepts abound, clarity is your greatest ally in conveying intricate thoughts.

Engagement : Clear prose captivates your audience. When your writing is lucid and free from convoluted jargon, readers are more likely to engage with your work.

Credibility : Clarity bolsters your credibility as a researcher. It shows that you've mastered your subject matter and can communicate it effectively.

Tips for Maintaining Clarity:

Simple Language : Use plain language whenever possible. Avoid overly complex vocabulary or technical jargon unless it's essential to your field.

Clear Structure : Organize your writing with a clear structure. Use headings, subheadings, and paragraphs to guide readers. A well-structured paper is easier to follow.

Transitions : Employ transitional words and phrases to connect ideas. This helps readers navigate smoothly from one point to the next.

Active Voice : Prefer the active voice over the passive voice. It makes your writing more direct and engaging. For example, say, "The researchers conducted the experiment" instead of "The experiment was conducted by the researchers."

Avoid Ambiguity : Be precise in your language. Avoid vague or ambiguous statements that can lead to misinterpretation.

Examples and Analogies : Use examples and analogies to clarify complex concepts. Relating your research to everyday experiences can enhance understanding.

Why Conciseness Matters:

Reader's Time : In the fast-paced world of academia, readers appreciate concise writing. It respects their time and allows them to grasp your ideas efficiently.

Focus on Key Points : Conciseness forces you to distill your ideas to their essence. It compels you to focus on the most important points, ensuring that your message is impactful.

Avoiding Redundancy : Concise writing avoids unnecessary repetition or redundancy. It keeps your writing tight and precise.

Tips for Maintaining Conciseness:

Edit Ruthlessly : During the editing process, be ruthless in cutting unnecessary words or phrases. If a word doesn't add value, remove it.

Avoid Wordiness : Watch out for wordy expressions. For instance, say "in spite of" instead of "in spite of the fact that."

Eliminate Redundancy : Check for redundant phrases like "future plans" (plans are inherently for the future) or "new innovation" (innovations are always new).

Be Direct : Get to the point. Avoid lengthy introductions or digressions that don't contribute to your main argument.

Economize Sentences : Combine sentences when possible. Short, crisp sentences can convey your message effectively.

Address Ethical Considerations

In the pursuit of knowledge and the advancement of science, ethical considerations play a pivotal role. Addressing ethical aspects in your research is not just a moral obligation but a fundamental requirement in the academic world. It ensures the well-being of participants, the integrity of your study, and the credibility of your research.

The Importance of Ethical Considerations:

Participant Welfare : Whether your research involves human participants, animals, or even the environment, ethical considerations are essential to safeguard their welfare. This includes ensuring informed consent, minimizing harm, and protecting privacy.

Research Integrity : Ethical conduct is at the core of research integrity. It establishes trust in your findings and methods. When ethical concerns are addressed, readers and reviewers are more likely to accept your research as credible.

Legal Compliance : Adhering to ethical guidelines often translates into legal compliance. Violating ethical standards can lead to legal repercussions and damage your academic and professional reputation.

Key Ethical Considerations:

Informed Consent : If your research involves human participants, ensure they provide informed consent. Explain the study's purpose, risks, benefits, and their right to withdraw at any time. Obtain written consent when necessary.

Animal Welfare : If your research involves animals, follow ethical guidelines for their humane treatment. This includes proper housing, care, and adherence to relevant regulations. Always seek ethical approval from an institutional review board (IRB) or ethics committee.

Confidentiality : Protect the confidentiality of participants. Ensure that data is anonymized or de-identified to prevent the disclosure of personal information.

Conflict of Interest : Disclose any potential conflicts of interest, whether financial or non-financial, that could influence your research. Transparency is crucial in maintaining research integrity.

Plagiarism and Citation : Properly attribute sources and avoid plagiarism. Cite all relevant works and give credit to others' contributions to your research.

Data Handling : Handle research data responsibly and securely. Ensure data accuracy and integrity. Be transparent about data collection, storage, and sharing practices.

Publication Ethics : When submitting your research for publication, adhere to the ethical guidelines of the target journal. Avoid duplicate submission or publication, and disclose any prior related work.

Ethical Approval and Documentation:

Institutional Review Board (IRB) : Seek ethical approval for research involving human participants from your institution's IRB or ethics committee. Provide all necessary documentation and follow their recommendations.

Animal Care and Use Committee (IACUC) : If your research involves animals, obtain approval from the IACUC or similar regulatory body. Comply with all ethical and legal requirements.

Informed Consent Forms : Create clear and comprehensive informed consent forms for participants. These should explain the research, potential risks, benefits, and confidentiality measures.

Data Management Plan : Develop a data management plan that outlines how research data will be collected, stored, and shared while maintaining ethical standards.

Authorship and Contributions : Clearly define authorship criteria and contributions within your research team. Acknowledge all contributors appropriately.

Conflict of Interest Declarations : Include conflict of interest declarations in your research paper or thesis, even if you believe there are no conflicts to disclose.

In conclusion, the "Methods and Materials" section is not just a technicality; it's a critical component of your research paper. Presenting your research design, methods, and materials clearly and transparently is essential for the integrity and impact of your work. By following these guidelines, you can ensure that your research is not only valid but also accessible to a broader scientific community.

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Presentation design guide: tips, examples, and templates

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Anete Ezera January 09, 2023

Presentation design defines how your content will be received and remembered. It’s responsible for that crucial first impression and sets the tone for your presentation before you’ve even introduced the topic. It’s also what holds your presentation together and guides the viewer through it. That’s why visually appealing, easily understandable, and memorable presentation design is what you should be striving for. But how can you create a visually striking presentation without an eye for design? Creating a visually appealing presentation can be challenging without prior knowledge of design or helpful tools. 

With this presentation design guide accompanied by Prezi presentation examples and templates, you’ll have no problem creating stunning and impactful presentations that will wow your audience.

In this guide, we’ll start by looking at the basics of presentation design. We’ll provide a simple guide on creating a presentation from scratch, as well as offer helpful tips for different presentation types. In addition, you’ll discover how to organize information into a logical order and present it in a way that resonates with listeners. Finally, we’ll share tips and tricks to create an eye-catching presentation, and showcase some great presentation examples and templates you can get inspired by!

With our comprehensive introduction to designing presentations, you will be able to develop an engaging and professional presentation that gets results!

a man working on his laptop

What is presentation design?

Presentation design encompasses a variety of elements that make up the overall feel and look of the presentation. It’s a combination of certain elements, like text, font, color, background, imagery, and animations. 

Presentation design focuses on finding ways to make the presentation more visually appealing and easy to process, as it is often an important tool for communicating a message. It involves using design principles like color, hierarchy, white space, contrast, and visual flow to create an effective communication piece.

Creating an effective presentation design is important for delivering your message efficiently and leaving a memorable impact on your audience. Most of all, you want your presentation design to support your topic and make it easier to understand and digest. A great presentation design guides the viewer through your presentation and highlights the most essential aspects of it. 

If you’re interested in learning more about presentation design and its best practices , watch the following video and get practical insights on designing your next presentation:

Types of presentations

When creating a presentation design, you have to keep in mind several types of presentations that shape the initial design you want to have. Depending on the type of presentation you have, you’ll want to match it with a fitting presentation design.

1. Informative

An informative presentation provides the audience with facts and data in order to educate them on a certain subject matter. This could be done through visual aids such as graphs, diagrams, and charts. In an informative presentation, you want to highlight data visualizations and make them more engaging with interactive features or animations. On Prezi Design, you can create different engaging data visualizations from line charts to interactive maps to showcase your data.

2. Instructive

Instructive presentations teach the audience something new. Whether it’s about science, business strategies, or culture, this type of presentation is meant to help people gain knowledge and understand a topic better. 

With a focus on transmitting knowledge, your presentation design should incorporate a variety of visuals and easy-to-understand data visualizations. Most people are visual learners, so you’ll benefit from swapping text-based slides for more visually rich content.

presentation design guide to design presentations

3. Motivational

Motivational presentations try to inspire the audience by giving examples of successful projects, stories, or experiences. This type of presentation is often used in marketing or promotional events because it seeks to get the audience inspired and engaged with a product or service. That’s why the presentation design needs to capture and hold the attention of your audience using a variety of animations and visuals. Go beyond plain images – include videos for a more immersive experience.

4. Persuasive

Persuasive presentations are designed to sway an audience with arguments that lead to an actionable decision (i.e., buy the product). Audiences learn facts and figures relevant to the point being made and explore possible solutions based on evidence provided during the speech or presentation.

In a persuasive presentation design, you need to capture your audience’s attention right away with compelling statistics wrapped up in interactive and engaging data visualizations. Also, the design needs to look and feel dynamic with smooth transitions and fitting visuals, like images, stickers, and GIFs.

persuasive presentation design

How to design a presentation

When you first open a blank presentation page, you might need some inspiration to start creating your design. For this reason, we created a simple guide that’ll help you make your own presentation from scratch without headaches.

1. Opt for a motion-based presentation

You can make an outstanding presentation using Prezi Present, a software program that lets you create interactive presentations that capture your viewer’s attention. Prezi’s zooming feature allows you to add movement to your presentation and create smooth transitions. Prezi’s non-linear format allows you to jump between topics instead of flipping through slides, so your presentation feels more like a conversation than a speech. A motion-based presentation will elevate your content and ideas, and make it a much more engaging viewing experience for your audience.

Watch this video to learn how to make a Prezi presentation:

2. Create a structure & start writing content

Confidence is key in presenting. You can feel more confident going into your presentation if you structure your thoughts and plan what you will say. To do that, first, choose the purpose of your presentation before you structure it. There are four main types of presentations: informative, instructive, motivational, and persuasive. Think about the end goal of your presentation – what do you want your audience to do when you finish your presentation – and structure it accordingly.

Next, start writing the content of your presentation (script). We recommend using a storytelling framework, which will enable you to present a conflict and show what could be possible. In addition to creating compelling narratives for persuasive presentations, this framework is also effective for other types of presentations.

Tip: Keep your audience in mind. If you’re presenting a data-driven report to someone new to the field or from a different department, don’t use a lot of technical jargon if you don’t know their knowledge base and/or point of view.

3. Research & analyze 

Knowing your topic inside and out will make you feel more confident going into your presentation. That’s why it’s important to take the time to understand your topic fully. In return, you’ll be able to answer questions on the fly and get yourself back on track even if you forget what you were going to say when presenting. In case you have extra time at the end of your presentation, you can also provide more information for your audience and really showcase your expertise. For comprehensive research, turn to the internet, and library, and reach out to experts if possible.

woman doing an online research

4. Get to design

Keeping your audience engaged and interested in your topic depends on the design of your presentation.

Now that you’ve done your research and have a proper presentation structure in place, it’s time to visualize it.

4.1. Presentation design layout

What you want to do is use your presentation structure as a presentation design layout. Apply the structure to how you want to tell your story, and think about how each point will lead to the next one. Now you can either choose to use one of Prezi’s pre-designed templates that resemble your presentation structure the most or start to add topics on your canvas as you go. 

Tip: When adding content, visualize the relation between topics by using visual hierarchy – hide smaller topics within larger themes or use the zooming feature to zoom in and out of supplementary topics or details that connect to the larger story you’re telling.

4.2. Color scheme

Now it’s time to choose your color scheme to give a certain look and feel to your presentation. Make sure to use contrasting colors to clearly separate text from the background, and use a maximum of 2 to 3 dominating colors to avoid an overwhelming design.

4.2. Content (visuals + text)

Add content that you want to highlight in your presentation. Select from a wide range of images, stickers, GIFs, videos, data visualizations, and more from the content library, or upload your own. To provide more context, add short-format text, like bullet points or headlines that spotlight the major themes, topics, and ideas in your presentation. 

Also, here you’ll want to have a final decision on your font choice. Select a font that’s easy to read and goes well with your brand and topic.

Tip: Be careful not to turn your presentation into a script. Only display text that holds significant value – expand on the ideas when presenting. 

presentation design tips

4.3. Transitions

Last but not least, bring your presentation design to life by adding smooth, attractive, and engaging transitions that take the viewer from one topic to another without disrupting the narrative. 

On Prezi, you can choose from a range of transitions that take you into the story world and provide an immersive presentation experience for your audience. 

For more practical tips read our article on how to make a presentation . 

Presentation design tips

When it comes to presentations, design is key. A well-designed presentation can communicate your ideas clearly and engage your audience, while a poorly designed one can do the opposite.

To ensure your presentation is designed for success, note the following presentation design tips that’ll help you design better presentations that wow your audience.

women working on her laprop

1. Keep it simple

Too many elements on a slide can be overwhelming and distract from your message. While you want your content to be visually compelling, don’t let the design of the presentation get in the way of communicating your ideas. Design elements need to elevate your message instead of overshadowing it. 

2. Use contrasting text colors

Draw attention to important points with contrasted text colors. Instead of using bold or italics, use a contrasting color in your chosen palette to emphasize the text.

3. Be clear and concise. 

Avoid writing long paragraphs that are difficult to read. Limit paragraphs and sections of text for optimum readability.

4. Make sure your slide deck is visually appealing

Use high-quality images and graphics, and limit the use of text to only the most important information. For engaging and diverse visuals, go to Prezi’s content library and discover a wide range of stock images, GIFs, stickers, and more.

5. Pay attention to detail

Small details like font choice and alignments can make a big difference in how professional and polished your presentation looks. Make sure to pay attention to image and text size, image alignment with text, font choice, background color, and more details that create the overall look of your presentation.

6. Use templates sparingly

While templates can be helpful in creating a consistent look for your slides, overusing them can make your presentation look generic and boring. Use them for inspiration but don’t be afraid to mix things up with some custom designs as well. 

7. Design for clarity

Create a presentation layout that is easy to use and navigate, with clear labels and instructions. This is important for ensuring people can find the information they need quickly and easily if you end up sharing your presentation with others.

8. Opt for a conversational presentation design

Conversational presenting allows you to adjust your presentation on the fly to make it more relevant and engaging. Create a map-like arrangement that’ll encourage you to move through your presentation at your own pace. With a map-like design, each presentation will be customized to match different audiences’ needs. This can be helpful for people who have different levels of expertise or knowledge about the subject matter.

9. Be consistent 

Design consistency holds your presentation together and makes it easy to read and navigate. Create consistency by repeating colors, fonts, and design elements that clearly distinguish your presentation from others.

10. Have context in mind

A great presentation design is always dependent on the context. Your audience and objective influence everything from color scheme to fonts and use of imagery. Make sure to always have your audience in mind when designing your presentations.

For more presentation tips, read the Q&A with presentation design experts and get valuable insights on visual storytelling.

Presentation templates

Creating a presentation from scratch isn’t easy. Sometimes, it’s better to start with a template and dedicate your time to the presentation’s content. To make your life easier, here are 10 useful and stunning presentation templates that score in design and engagement. If you want to start creating with any of the following templates, simply go to our Prezi presentation template gallery , select your template, and start creating! Also, you can get inspired by the top Prezi presentations , curated by our editors. There you can discover presentation examples for a wide range of topics, and get motivated to create your own. 

Business meeting presentation

The work desk presentation templates have a simple and clean design, perfectly made for a team or business meeting. With all the topics visible from start, everyone will be on the same page about what you’re going to cover in the presentation. If you want, you can add or remove topics as well as edit the visuals and color scheme to match your needs.

Small business presentation

This template is great for an introductory meeting or pitch, where you have to summarize what you or your business does in a few, highly engaging slides. The interactive layout allows you to choose what topic bubble you’re going to select next, so instead of a one-way interaction, you can have a conversation and ask your audience what exactly they’re interested in knowing about your company.

Mindfulness at work presentation

How can you capture employees’ attention to explain important company values or practices? This engaging presentation template will help you do just that. With a wide range of impactful visuals, this presentation design helps you communicate your ideas more effectively. 

Business review template

Make your next quarterly business review memorable with this vibrant business presentation template. With eye-capturing visuals and an engaging layout, you’ll communicate important stats and hold everyone’s attention until the end.

History timeline template

With black-and-white sketches of the Colosseum in the background, this timeline template makes history come alive. The displayed time periods provide an overview that’ll help your audience to grasp the bigger picture. After, you can go into detail about each time frame and event.

Storytelling presentation template

Share stories about your business that make a lasting impact with this stunning, customizable presentation template. To showcase each story, use the zooming feature and choose to tell your stories in whatever order you want.

Design concept exploration template

Not all meetings happen in person nowadays. To keep that face-to-face interaction even when presenting online, choose from a variety of Prezi Video templates or simply import your already-existing Prezi template into Prezi Video for remote meetings. This professional-looking Prezi Video template helps you set the tone for your meeting, making your designs stand out. 

Employee perks and benefits video template

You can use the employee benefits video template to pitch potential job candidates the perks of working in your company. The Prezi Video template allows you to keep a face-to-face connection with potential job candidates while interviewing them remotely.

Sales plan presentation template

Using a clear metaphor that everyone can relate to, this football-inspired sales plan presentation template communicates a sense of team unity and strategy. You can customize this Prezi business presentation template with your brand colors and content.

Flashcard template

How can you engage students in an online classroom? This and many other Prezi Video templates will help you create interactive and highly engaging lessons. Using the flashcard template, you can quiz your students, review vocabulary, and gamify learning.

Great presentation design examples

If you’re still looking for more inspiration, check out the following Prezi presentations made by our creative users.

Social media presentation

This presentation is a great example of visual storytelling. The use of visual hierarchy and spatial relationships creates a unique viewing experience and makes it easier to understand how one topic or point is related to another. Also, images provide an engaging and visually appealing experience.

Leadership books presentation

Do you want to share your learnings? This interactive presentation offers great insights in an entertaining and visually compelling way. Instead of compiling leadership books in a slide-based presentation, the creator has illustrated each book and added a zooming feature that allows you to peek inside of each book’s content.

Remote workforce presentation

This is a visually rich and engaging presentation example that offers an interactive experience for the viewer. A noteworthy aspect of this presentation design is its color consistency and matching visual elements.

A presentation about the teenage brain 

Another great presentation design example that stands out with an engaging viewing experience. The zooming feature allows the user to dive into each topic and choose what subject to view first. It’s a great example of an educational presentation that holds the students’ attention with impactful visuals and compelling transitions.

Remote work policy presentation

This presentation design stands out with its visually rich content. It depicts exactly what the presentation is about and uses the illustrated window frames in the background image as topic placements. This type of presentation design simplifies complex concepts and makes it easier for the viewer to understand and digest the information.

Everyone can create visually-appealing presentations with the right tools and knowledge. With the presentation design tips, templates, and examples, you’re equipped to make your next presentation a success. If you’re new to Prezi, we encourage you to discover everything it has to offer. With this presentation design guide and Prezi, we hope you’ll get inspired to create meaningful, engaging, and memorable content for your audience!  

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Methodology

  • What Is a Research Design | Types, Guide & Examples

What Is a Research Design | Types, Guide & Examples

Published on June 7, 2021 by Shona McCombes . Revised on November 20, 2023 by Pritha Bhandari.

A research design is a strategy for answering your   research question  using empirical data. Creating a research design means making decisions about:

  • Your overall research objectives and approach
  • Whether you’ll rely on primary research or secondary research
  • Your sampling methods or criteria for selecting subjects
  • Your data collection methods
  • The procedures you’ll follow to collect data
  • Your data analysis methods

A well-planned research design helps ensure that your methods match your research objectives and that you use the right kind of analysis for your data.

Table of contents

Step 1: consider your aims and approach, step 2: choose a type of research design, step 3: identify your population and sampling method, step 4: choose your data collection methods, step 5: plan your data collection procedures, step 6: decide on your data analysis strategies, other interesting articles, frequently asked questions about research design.

  • Introduction

Before you can start designing your research, you should already have a clear idea of the research question you want to investigate.

There are many different ways you could go about answering this question. Your research design choices should be driven by your aims and priorities—start by thinking carefully about what you want to achieve.

The first choice you need to make is whether you’ll take a qualitative or quantitative approach.

Qualitative research designs tend to be more flexible and inductive , allowing you to adjust your approach based on what you find throughout the research process.

Quantitative research designs tend to be more fixed and deductive , with variables and hypotheses clearly defined in advance of data collection.

It’s also possible to use a mixed-methods design that integrates aspects of both approaches. By combining qualitative and quantitative insights, you can gain a more complete picture of the problem you’re studying and strengthen the credibility of your conclusions.

Practical and ethical considerations when designing research

As well as scientific considerations, you need to think practically when designing your research. If your research involves people or animals, you also need to consider research ethics .

  • How much time do you have to collect data and write up the research?
  • Will you be able to gain access to the data you need (e.g., by travelling to a specific location or contacting specific people)?
  • Do you have the necessary research skills (e.g., statistical analysis or interview techniques)?
  • Will you need ethical approval ?

At each stage of the research design process, make sure that your choices are practically feasible.

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Within both qualitative and quantitative approaches, there are several types of research design to choose from. Each type provides a framework for the overall shape of your research.

Types of quantitative research designs

Quantitative designs can be split into four main types.

  • Experimental and   quasi-experimental designs allow you to test cause-and-effect relationships
  • Descriptive and correlational designs allow you to measure variables and describe relationships between them.

With descriptive and correlational designs, you can get a clear picture of characteristics, trends and relationships as they exist in the real world. However, you can’t draw conclusions about cause and effect (because correlation doesn’t imply causation ).

Experiments are the strongest way to test cause-and-effect relationships without the risk of other variables influencing the results. However, their controlled conditions may not always reflect how things work in the real world. They’re often also more difficult and expensive to implement.

Types of qualitative research designs

Qualitative designs are less strictly defined. This approach is about gaining a rich, detailed understanding of a specific context or phenomenon, and you can often be more creative and flexible in designing your research.

The table below shows some common types of qualitative design. They often have similar approaches in terms of data collection, but focus on different aspects when analyzing the data.

Your research design should clearly define who or what your research will focus on, and how you’ll go about choosing your participants or subjects.

In research, a population is the entire group that you want to draw conclusions about, while a sample is the smaller group of individuals you’ll actually collect data from.

Defining the population

A population can be made up of anything you want to study—plants, animals, organizations, texts, countries, etc. In the social sciences, it most often refers to a group of people.

For example, will you focus on people from a specific demographic, region or background? Are you interested in people with a certain job or medical condition, or users of a particular product?

The more precisely you define your population, the easier it will be to gather a representative sample.

  • Sampling methods

Even with a narrowly defined population, it’s rarely possible to collect data from every individual. Instead, you’ll collect data from a sample.

To select a sample, there are two main approaches: probability sampling and non-probability sampling . The sampling method you use affects how confidently you can generalize your results to the population as a whole.

Probability sampling is the most statistically valid option, but it’s often difficult to achieve unless you’re dealing with a very small and accessible population.

For practical reasons, many studies use non-probability sampling, but it’s important to be aware of the limitations and carefully consider potential biases. You should always make an effort to gather a sample that’s as representative as possible of the population.

Case selection in qualitative research

In some types of qualitative designs, sampling may not be relevant.

For example, in an ethnography or a case study , your aim is to deeply understand a specific context, not to generalize to a population. Instead of sampling, you may simply aim to collect as much data as possible about the context you are studying.

In these types of design, you still have to carefully consider your choice of case or community. You should have a clear rationale for why this particular case is suitable for answering your research question .

For example, you might choose a case study that reveals an unusual or neglected aspect of your research problem, or you might choose several very similar or very different cases in order to compare them.

Data collection methods are ways of directly measuring variables and gathering information. They allow you to gain first-hand knowledge and original insights into your research problem.

You can choose just one data collection method, or use several methods in the same study.

Survey methods

Surveys allow you to collect data about opinions, behaviors, experiences, and characteristics by asking people directly. There are two main survey methods to choose from: questionnaires and interviews .

Observation methods

Observational studies allow you to collect data unobtrusively, observing characteristics, behaviors or social interactions without relying on self-reporting.

Observations may be conducted in real time, taking notes as you observe, or you might make audiovisual recordings for later analysis. They can be qualitative or quantitative.

Other methods of data collection

There are many other ways you might collect data depending on your field and topic.

If you’re not sure which methods will work best for your research design, try reading some papers in your field to see what kinds of data collection methods they used.

Secondary data

If you don’t have the time or resources to collect data from the population you’re interested in, you can also choose to use secondary data that other researchers already collected—for example, datasets from government surveys or previous studies on your topic.

With this raw data, you can do your own analysis to answer new research questions that weren’t addressed by the original study.

Using secondary data can expand the scope of your research, as you may be able to access much larger and more varied samples than you could collect yourself.

However, it also means you don’t have any control over which variables to measure or how to measure them, so the conclusions you can draw may be limited.

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As well as deciding on your methods, you need to plan exactly how you’ll use these methods to collect data that’s consistent, accurate, and unbiased.

Planning systematic procedures is especially important in quantitative research, where you need to precisely define your variables and ensure your measurements are high in reliability and validity.

Operationalization

Some variables, like height or age, are easily measured. But often you’ll be dealing with more abstract concepts, like satisfaction, anxiety, or competence. Operationalization means turning these fuzzy ideas into measurable indicators.

If you’re using observations , which events or actions will you count?

If you’re using surveys , which questions will you ask and what range of responses will be offered?

You may also choose to use or adapt existing materials designed to measure the concept you’re interested in—for example, questionnaires or inventories whose reliability and validity has already been established.

Reliability and validity

Reliability means your results can be consistently reproduced, while validity means that you’re actually measuring the concept you’re interested in.

For valid and reliable results, your measurement materials should be thoroughly researched and carefully designed. Plan your procedures to make sure you carry out the same steps in the same way for each participant.

If you’re developing a new questionnaire or other instrument to measure a specific concept, running a pilot study allows you to check its validity and reliability in advance.

Sampling procedures

As well as choosing an appropriate sampling method , you need a concrete plan for how you’ll actually contact and recruit your selected sample.

That means making decisions about things like:

  • How many participants do you need for an adequate sample size?
  • What inclusion and exclusion criteria will you use to identify eligible participants?
  • How will you contact your sample—by mail, online, by phone, or in person?

If you’re using a probability sampling method , it’s important that everyone who is randomly selected actually participates in the study. How will you ensure a high response rate?

If you’re using a non-probability method , how will you avoid research bias and ensure a representative sample?

Data management

It’s also important to create a data management plan for organizing and storing your data.

Will you need to transcribe interviews or perform data entry for observations? You should anonymize and safeguard any sensitive data, and make sure it’s backed up regularly.

Keeping your data well-organized will save time when it comes to analyzing it. It can also help other researchers validate and add to your findings (high replicability ).

On its own, raw data can’t answer your research question. The last step of designing your research is planning how you’ll analyze the data.

Quantitative data analysis

In quantitative research, you’ll most likely use some form of statistical analysis . With statistics, you can summarize your sample data, make estimates, and test hypotheses.

Using descriptive statistics , you can summarize your sample data in terms of:

  • The distribution of the data (e.g., the frequency of each score on a test)
  • The central tendency of the data (e.g., the mean to describe the average score)
  • The variability of the data (e.g., the standard deviation to describe how spread out the scores are)

The specific calculations you can do depend on the level of measurement of your variables.

Using inferential statistics , you can:

  • Make estimates about the population based on your sample data.
  • Test hypotheses about a relationship between variables.

Regression and correlation tests look for associations between two or more variables, while comparison tests (such as t tests and ANOVAs ) look for differences in the outcomes of different groups.

Your choice of statistical test depends on various aspects of your research design, including the types of variables you’re dealing with and the distribution of your data.

Qualitative data analysis

In qualitative research, your data will usually be very dense with information and ideas. Instead of summing it up in numbers, you’ll need to comb through the data in detail, interpret its meanings, identify patterns, and extract the parts that are most relevant to your research question.

Two of the most common approaches to doing this are thematic analysis and discourse analysis .

There are many other ways of analyzing qualitative data depending on the aims of your research. To get a sense of potential approaches, try reading some qualitative research papers in your field.

If you want to know more about the research process , methodology , research bias , or statistics , make sure to check out some of our other articles with explanations and examples.

  • Simple random sampling
  • Stratified sampling
  • Cluster sampling
  • Likert scales
  • Reproducibility

 Statistics

  • Null hypothesis
  • Statistical power
  • Probability distribution
  • Effect size
  • Poisson distribution

Research bias

  • Optimism bias
  • Cognitive bias
  • Implicit bias
  • Hawthorne effect
  • Anchoring bias
  • Explicit bias

A research design is a strategy for answering your   research question . It defines your overall approach and determines how you will collect and analyze data.

A well-planned research design helps ensure that your methods match your research aims, that you collect high-quality data, and that you use the right kind of analysis to answer your questions, utilizing credible sources . This allows you to draw valid , trustworthy conclusions.

Quantitative research designs can be divided into two main categories:

  • Correlational and descriptive designs are used to investigate characteristics, averages, trends, and associations between variables.
  • Experimental and quasi-experimental designs are used to test causal relationships .

Qualitative research designs tend to be more flexible. Common types of qualitative design include case study , ethnography , and grounded theory designs.

The priorities of a research design can vary depending on the field, but you usually have to specify:

  • Your research questions and/or hypotheses
  • Your overall approach (e.g., qualitative or quantitative )
  • The type of design you’re using (e.g., a survey , experiment , or case study )
  • Your data collection methods (e.g., questionnaires , observations)
  • Your data collection procedures (e.g., operationalization , timing and data management)
  • Your data analysis methods (e.g., statistical tests  or thematic analysis )

A sample is a subset of individuals from a larger population . Sampling means selecting the group that you will actually collect data from in your research. For example, if you are researching the opinions of students in your university, you could survey a sample of 100 students.

In statistics, sampling allows you to test a hypothesis about the characteristics of a population.

Operationalization means turning abstract conceptual ideas into measurable observations.

For example, the concept of social anxiety isn’t directly observable, but it can be operationally defined in terms of self-rating scores, behavioral avoidance of crowded places, or physical anxiety symptoms in social situations.

Before collecting data , it’s important to consider how you will operationalize the variables that you want to measure.

A research project is an academic, scientific, or professional undertaking to answer a research question . Research projects can take many forms, such as qualitative or quantitative , descriptive , longitudinal , experimental , or correlational . What kind of research approach you choose will depend on your topic.

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design and methods presentation

  • How to Use This Site
  • Core Competencies
  • Fundamentals of Slide Design

design and methods presentation

Learn about slide design, its importance, and principles and strategies for designing strong slides.

design and methods presentation

What is Slide Design?

Through the use of different elements, including visuals, colors, typography, style, layout, and transitions, slide design provides a visual representation of the important points of your presentation. It not only complements your research, but can also enhance your presentation. Slide design can impact how much an audience understands and retains the content that you present.

Slide design strategies that thoughtfully consider and prioritize the experience of the audience can result in stronger presentations. Melissa Marshall —an expert in understanding how technical presentations can be transformed—advocates for an innovative approach to slide design. Her well-researched methods have been successful in the scientific community and we recommend her strategy.  In an article on how to transform your technical talks , Marshall discusses the science behind the impact of slide design and how the overuse of text on slides while engaging in verbal communication during presentations increases the chances of cognitive overload for audience members. Marshall advocates for an “audience-centered speaker” approach, a technique in which you shift your focus from the speaker to that of the audience.

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-Melissa Marshall

Audience engagement is an important indicator about the level of success of a presentation. Marshall argues that “a critical insight is to realize that your success as a speaker depends entirely upon your ability to make your audience successful.” In order to prioritize the experience of your audience and how they receive your presentation, Marshall advocates for a design strategy called assertion-evidence design which uses a succinct headline in the slide with the key assertion in the form of a sentence that is accompanied by visual evidence, such as charts, graphs, and flowcharts. This method prioritizes the utilization of strong visuals and minimizes the amount of text on slides. As needed, presenters can provide the audience with a handout of their slides that contain more detailed notes from their presentation as a reference. If you have not used assertion-evidence slides before, it is a good technique to further explore and consider as its approach can enhance a presentation when carried out effectively. Examples of strong assertion-evidence slides and a self-assessment checklist for this design strategy can be found on Create and Assess Your Slides , and a template can be accessed below.

Assertion Evidence Slide Page 1

(Click to Enlarge)

An assertion-evidence slide template that includes tips and layout suggestions by melissa marshall. .

To learn more about creating strong visual representations of your data and the importance of forming a mutual exchange between you and your audience, visit our pages on Data Visualization , along with Consider Your Audience which is part of the section on how to Deliver Authentically . 

Watch these short videos by Marshall to further explore the impact of slide design, strategies for fostering audience engagement, and helpful ways to approach the scope and focus of your presentation.

Learn more about the impact of slide design.

Further explore how to analyze your audience.

Consider scope and focus of your slides and talks.

For additional resources to help you think about the organization and framing of your talk visit Deliver Authentically and Prepare for Any Talk .

What Does it Look Like to Design Effective Slides?

There are techniques and tools that can be utilized to strengthen the design of your slides in order to enhance the quality of your presentation. The following section presents one approach. Review this list and explore how each strategy can improve your slide design.

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A more comprehensive slide design checklist and other resources can be found on Create and Assess Your Slides .  

Inclusive Slide Design

Creating slides that are inclusive and accessible for different learners is a critical part of the design process. Consider the implications of your design on the viewer’s interpretation, including visual representation, language and color choice. As you engage in this process, explore the role of slide design in creating an inclusive environment that considers multiple perspectives, values, beliefs, identities, disciplines, abilities, experiences, and backgrounds. To learn more about what it means and looks like to design visuals that are inclusive, visit Visual Storytelling as part of the section on Data Visualization and Preferred Terms for Select Population Groups & Communities from the Centers for Disease Control and Prevention, U.S. Department of Health & Human Services.

Are You Ready to Create Your Own Slides?

To begin the process of designing your slides or to improve an existing deck, visit Create and Assess Your Slides . Use the provided resources to learn more about helpful design strategies, how to create effective slides and ways to assess them.

  • Data Visualization
  • Create and Assess Your Slides
  • Visual Design Tools

A Beginner’s Guide To Presentation Design [+15 Stunning Templates]

A Beginner’s Guide To Presentation Design [+15 Stunning Templates]

Table of Contents

  • What Is Presentation Design? 

What Is the Significance of Presentation Design?

Understanding various forms of presentations.

  • 10 Tips to Create a Compelling Presentation Design 

5 Inspirational Presentation Design Trends

  • 15 Best Presentation Design Templates to Consider 
  • Key Takeaways 
  • Conclusion 

Once you’ve mapped out your presentation, it’s time to tackle the intimidating task of creating a visually stunning presentation design . Creating an excellent presentation design becomes simpler by learning and adhering to fundamental presentation design standards. Here is a presentation design guide to creating an engaging and well-designed presentation,  regardless of the kind of project you are putting together. 

What Is Presentation Design?

Presentation design focuses on the visual facet of your presentation to captivate your audience. An outstanding presentation design may significantly impact your target audience, whether it is investors, employees, collaborators, or potential customers. The design must ideally complement the material of your presentation to help get your views across and convince your audience.

Creating a presentation for the first time to present in a professional setting or to a large audience might feel challenging. This guide to presentation design will walk you through the elements required for building a visually appealing presentation. 

design and methods presentation

A presentation is much more than just a layout of slides with text and graphics on them. You need to make sure it’s visually appealing too. It is mainly because visuals are much more engaging than written words in your presentation slides. Presentation design is crucial because it allows you to combine your ideas, narrative, graphics, facts, and statistics into one cohesive tale that drives your audience to the decision you desire.

A robust presentation design may unlock doors you never imagined could be opened. An effective design is much simpler to understand and earns a lot of credibility for your brand. You can communicate your message effectively, encourage your audience to take subsequent actions, and get them to engage with what you’re saying with excellent presentation design.

You have the potential to communicate your point of view, create a brand identity, and get your audience to see and hear you loud and clear when you build a presentation with impeccable design. The material of your presentation is crucial to your project’s success, but a poor design may divert the listener’s attention (and not for a good reason). Don’t let a lousy presentation design force you to lose out on a huge business opportunity.

Creating a winning presentation design involves combining design components to produce slides that will neither bore nor exhaust your audience. Instead, it will engage and inspire them effectively. So, instead of creating a lousy presentation using shoddy designs, it is significant to master the fundamentals of creating the best presentation design.

Presentations may be used for several purposes and can come in different forms. A quarterly sales presentation with your team will not be the same as a presentation focused on employee training. 

In the first scenario, you’ll strive to advance your team to achieve targeted sales growth. In the second, you’ll focus on imparting essential knowledge and skills to your employees. Looking at some of the most prevalent presentation types can give you a better idea about presentation design and when to begin constructing your own.

1. Investor pitch presentation

Using facts to convince rather than enlighten is the primary goal of this presentation style, as indicated by the name. If you’re a startup or a small firm looking for investment, you’ll need to use this form of presentation to your advantage. An investor pitch presentation will be required when you’re explaining your company’s user acquisition growth rate to prospective investors. Such presentations are created using the classic pitch deck concept to make the perfect, thoroughly professional pitch.

2. Educational presentations

Educational presentations are sometimes misunderstood as informative presentations since they are designed to teach viewers new skills and educate them on a new subject. You may need to produce a presentation for a school for various reasons, such as presenting an idea or providing an academic report.

Academic and corporate training programs often employ this presentation format. A video tutorial with comments and suitable themes may be added to the slides to improve them. Educators are always looking for new and unique methods to provide engaging and enthralling presentations for their students. Using an educational presentation template may guarantee that your presentation is visually appealing as well as easily comprehensible.

3. Webinar presentations

Webinar presentations are the newest craze, and they’re a win-win for presenters and the audience alike. A webinar refers to an online presentation, but unlike a video posted elsewhere, the webinar takes place in real-time and with the active participation of the audience. There are several themes and settings for which webinar presentations might be utilized. 

Short surveys, quizzes, and Q&A sessions let participants feel more involved in the webinar. Most commonly, a webinar is meant to disseminate information, but it may also act as a marketing tool, a source of leads, or a way to generate new sales and sign-ups.

4. Report presentations

A report presentation is intended to offer the necessary information to those engaged in a process or project. Report presentations are critical in ensuring these stakeholders that the procedures that must be followed for the project’s completion are effectively planned and executed. Sample reports are also accessible to these stakeholders. 

A report presentation may take numerous forms, such as a business report or an infographic. Reports on sales and marketing performance, website statistics, income, or any other data that your team or supervisors wish to know about can be presented during the report presentation.

5. Sales presentations

Sales presentations are often the initial phase in the sales cycle, and are, therefore,  critical. A sales presentation, often known as a sales pitch deck, is a form of presentation you would need to provide a prospective customer or client with when pitching a product or service.

Not every sales presentation is designed to close a deal right away. The goal might be to pique the curiosity of the people concerned. Sales presentations often include your company’s unique selling proposition (USP), product price points, and testimonials. Your sales presentation must be engaging and successful in influencing potential customers, using a well-thought-out approach.

6. Inspirational presentations

An inspiring presentation is a standard tool used by managers, team leaders, motivational speakers, and business owners to stimulate and encourage their audience. Inspirational presentations are essential to influencing others and achieving your individual and business goals. 

To get a desirable result from this kind of presentation, elicit an emotional response from the audience and motivate them to act. Using a presentation template that has been professionally developed provides you with an advantage over others. 

7. Keynote presentations

Keynote presentations are given in front of a larger audience. A good example can be those shown at TED Talks and other conferences. While the presenter gives the entire speech, there are advantages to using slides, such as keeping an audience engaged and on track.

10 Tips to Create a Compelling Presentation Design

If your presentation is lousy, you might come across as unprepared, uninterested, and lacking any credibility. A well-designed presentation makes you appear reliable and competent. Here are some fantastic points to help you develop the best presentation design.

1. Outline your content and fine-tune the message

It’s crucial to prepare your content and fine-tune your main message before you begin developing your presentation. Try to figure out what your target audience wants to know, what they may already know, and what will keep them engaged. Then, when you create your presentation’s content, keep those things in mind and furnish designs accordingly. It is vital to remember the key takeaway of each deck you create.

Too much information shown on a single slide is difficult for most viewers to comprehend. Make sure you don’t overwhelm your viewers; each presentation slide should include no more than one key point. Make your information as brief as possible, yet make it detailed enough and valuable.

2. Use more visuals and less text in your decks

Your audience recalls information considerably better when images complement it because they can better understand visual features than simple text. Presenters that employ images instead of words get more favorable feedback from their audience than those who rely only on text.

design and methods presentation

Using visual examples in slide decks increases audience engagement, encourages more questions, and registers your message in the minds of your audience. Remove any unnecessary text from your slides and replace it with visuals that will engage your audience.

You may use various methods for adding images, but the most common is using your data’s visual representation. It’s important to note that adding visuals does not mean sprinkling fancy images and symbols across your slides. Relevant images and iconography are a must.

3. Limit the use of fonts and colors

It is vital to pay attention to color schemes and other design components, such as fonts, to ensure your presentation succeeds. Although it may be thrilling to employ as many fonts and colors as possible, the best presentation design practices imply that you should only use two or three colors overall. Also, make sure the content in your slides is of a different font than the headers.

When it comes to color schemes, certain combinations work better than others. When choosing colors, keep in mind that they should not detract from the message you want to convey. Add an accent color to one or two of your primary hues for a cohesive look. It’s critical that the colors you choose complement one another and communicate your purpose effectively. Headers should be in one typeface, while body content should be in another. Add a third font for the accents, if you’d like. 

4. Create a visual hierarchy

Visual hierarchy is an important consideration when including text in a presentation. Visual hierarchy is one of the most significant but underappreciated presentation design principles. Color, size, contrast, alignment, and other aspects of your slide’s elements should all depend on their value.

When creating a visual hierarchy, you must clearly understand the story and its structure. Your audience’s attention should be drawn to the most critical components first, then to the second-most essential aspects, and so on. When creating your presentation, think about the story you want to tell and the visual hierarchy you need to support it. If you do this, the essential ideas you wish to convey will not be lost on your audience. 

5. Incorporate powerful visuals

It is important to use visual aids to make a compelling presentation: think images, icons, graphics, films, graphs, and charts. You should also ensure your slides’ aesthetics accurately portray the text they contain. Alternatively, if you don’t have words on the slide, make sure the visuals mirror the words you’re saying in your speech.

Visual aids should enhance your presentation. In addition, you’ll want to ensure that your slide has some form of visual representation so that you’re not just dumping a bunch of text onto a slide.

6. Avoid using bullet points

These days, any excellent presentation design instruction would encourage you to avoid bullet points as much as possible. They’re dull and old-fashioned, and there are more effective methods to display your material. 

A slide consisting of icons, images, and infographics is more exciting and conversational than one written in list form. Using bullet points for each slide’s primary theme is a standard PowerPoint design recommendation that you should refrain from while designing your presentation.  

7. In group presentations, segregate slides by theme

While making a group presentation, finding an appropriate balance of who should be demonstrating which presentation segment is often challenging. Arranging a group presentation by topic is the most natural technique to ensure that everyone has an opportunity to speak, without the presentation becoming incoherent. Your group presentation should be divided into sections based on the subject.

Prepare your presentation ahead of time so that everyone understands when it’s their turn to talk. It’s up to each person in the group to pick one thing to talk about when they give this presentation to investors or potential customers. For instance, the business model slide may be addressed by one person, while another can discuss the marketing approach.

8. Maintain consistency

Consistency is essential when you work on the design of your presentation. Your presentation is still one presentation, no matter how many slides it has. Design elements, color schemes, and similar illustrations can all be used to achieve design consistency.

Although some of the slides in your presentation may appear to be styled differently than the others, the overall presentation must be held together by a single color scheme. To ensure that your viewers don’t lose track of what you’re saying, make sure each of your slides is visually connected.

9. Emphasize important points

It is pertinent to use shapes, colorful fonts, and figures pointing to your material. They help emphasize vital information to make it stand out. This not only keeps the reader’s attention on the page but also makes your design more streamlined. Emphasizing the point you’re trying to put across with visual elements makes it easier for your audience to grasp what you’re saying.

10. Integrate data visualization

Consider utilizing a chart or data visualization to drive your argument home, especially if you have vital figures or trends you want your audience to remember. This might be a bar graph or a pie chart that displays various data points, a percentage indication, or an essential value pictogram. 

Confident public speaking mixed with good visuals may greatly influence your audience, inspiring them to take action. The use of design features makes it simpler for your audience to grasp and recall both complex and fundamental data and statistics, and the presentation becomes much more enjoyable too. 

Even though trends come and go, effective presentation design paired with some inspiration to get you started will always be in style. Think about what’s current in the world of graphic design before you create a staggering presentation deck for a creative proposal or a business report. To help you better, we’ve come up with a list of the most popular presentation design concepts. 

1. Dark backdrops with neon colors

While white backgrounds have long dominated web design, the advent of “dark mode” is gradually altering that. Designers may use dark mode to play with contrast and make creative things stand out.

design and methods presentation

This is a great way to get your audience’s attention and keep them interested in what you have to say. The key is to pick one or two bright colors and utilize them as highlights against a dark backdrop, rather than using an abundance of them.                                                                                            

2. Monochromatic color schemes

In recent years, color schemes originating from one base hue, such as monochromatic color schemes, have been given a subdued pastel makeover. The usage of monochromatic color schemes in presentation design is always seen as clean and professional. It’s ideal for pitch decks and presentations since monochrome is generally utilized to assist people in concentrating on the text and message, rather than the colors inside a design.

3. Easy-to-understand data analysis

The fundamentals of data visualization should be restored. In other words, even the most complicated measurements may be made easy to grasp via effective design. Designers, marketers, and presenters are generating snackable stats in the same way infographics have found a place on visual-first social networks.

Create a dynamic proposal or presentation with the help of an infographic template that is easy to use. You can create distinctive slides with animations and transitions to explain your point more effectively. With the help of templates, you can convert your data into bar graphs, bar charts, and bubbles that represent your idea simply, guaranteeing that every data point is simple to comprehend.

4. Straightforward minimalism

Minimalism is a design trend that will probably never go out of style. It has always been a show-stopper. Each slide should offer just enough information to let the reader comprehend what’s going on. You should use a color palette that isn’t distracting. Your simple presentation will enthrall your audience if you boldly highlight your most significant points and use trendy fonts.

5. Geometric structures

There’s a good reason why designers are so fond of geometric patterns, 3D objects, and asymmetrical layouts. They’re basic yet stunning, making them perfect for times you want to make a lasting impression with the information you’re sharing. 

More cutting-edge components, such as 3D shapes and floating objects, are used in presentation graphics these days. Go for a presentation template that contains editable slides that enable you to easily add your visuals and material to brighten your presentation. 

15 Best Presentation Design Templates to Consider

In the case of presentation designs, you should never sacrifice quality. Ideally, you should have a design that improves your brand’s image, amplifies your message, and enables you to deliver various content forms efficiently. 

The problem is, it’s pretty challenging to locate premade themes and templates of this merit. We’ve made it easy for you by putting together a list of the best 15 presentation design templates out there. These presentation design suggestions are a great place to start.  

1. Business plan presentation template

This is a crucial business presentation template with a significant emphasis on visualizations and graphics. To create a business strategy, you need this presentation template. It consists of several crucial elements, such as a mind map, infographics, and bar graphics. Replace the placeholder text with your own to complete the presentation.

design and methods presentation

2. Pitch deck template

Startups seeking financing require a clean and eye-catching pitch deck design to impress investors. You may use it to present significant aspects and achievements of your company to investors. You can include slides for mockups, testimonials, business data like statistics, and case studies.

design and methods presentation

The pitch deck presentation template is excellent for your next client pitch, as it allows you to pick from a range of different startup tales to showcase the most crucial features of your firm.

3. Brand guidelines presentation template

Creating a bespoke presentation talking about the company dos and don’ts may be a terrific approach to discuss your brand rules with your team and stakeholders. You can easily show off your brand’s typeface and color schemes using this presentation template.

design and methods presentation

4. Marketing plan presentation template

Marketing is a vast concept, and the slides included in this design stock set reflect that broadness. A well-executed marketing strategy is essential to the success of any team. A marketing plan presentation template should ideally include slides for charts, timelines, and competition research. You can create executive summaries or mission statements with the below-mentioned presentation’s elegant and minimalistic slides.

design and methods presentation

5. Keynote presentation template

This keynote template has a lovely color scheme that is equal parts captivating and professional. You can employ a keynote presentation template if you’re going to be a keynote speaker at an upcoming event and want to ensure that your design stands out.

design and methods presentation

In addition to several slides, the template comes with various predefined color schemes. This template is perfect for any business presentation requiring a well-designed layout.

6. Training manual presentation template

A training manual presentation template may be used to convey new hire training to your workforce. It is essential for the design to be as clean and straightforward as possible.

design and methods presentation

These training material decks created with a predesigned template make it easy for new employees to learn the ins and outs of their jobs. 

7. Case study presentation template

A case study is an excellent way to illustrate a point in your presentation. The best way to attract new consumers using a case study presentation is to show them how your existing customers are using your product or service. Make sure to highlight how your product solved their pain points.

design and methods presentation

8. Interactive brief presentation template

It’s common to provide a creative brief when working with a contractor, freelancer, or designer to ensure everyone involved understands what the final product should look like.

design and methods presentation

An interactive presentation template like a creative brief is a terrific concept for absorbing and memorizing that information.

9. Workforce handbook presentation template

When hiring a new employee, your company needs to create an employee handbook to ensure they know the company’s objective and general working norms. You may connect this presentation to your intranet or website, or just distribute the digital version through a password-protected or private link.

design and methods presentation

10. Ignite presentation template

Using this template as a starting point for an Ignite presentation would be ideal. An Ignite presentation is a five-minute presentation consisting of 20 slides, compelling the speaker to speak fast and concisely. As a result, an Ignite presentation template prevents you from using too much text on any slide. 

design and methods presentation

11. Informative presentation template

The need to create an educational presentation may arise due to several reasons, such as onboarding new hires, explaining a concept to students, and more. An informative presentation template is a suitable solution in all cases.

Regardless of who they are meant for, presentations are the optimal format for sharing information with any audience. Create an educational presentation that you can embed in a blog post or publish on several platforms online. Make presentations to provide knowledge at conferences and other meetings.

design and methods presentation

12. SWOT analysis presentation template

A strength, weakness, opportunities, and threats (SWOT) analysis is a valuable tool for gauging where your business stands, and how your strategic planning measures are paying off. This presentation template is an excellent tool for SWOT analysis or refining your marketing strategy.

design and methods presentation

It comes in several formats; circular design and hexagonal shapes being two of them. You may modify the colors as desired.

13. Competitor analysis presentation template

Knowing your competition and what they offer is essential for a successful business. Competitor analysis means researching your competitors’ key strengths and weaknesses, which can, eventually, help you define your goals and USPs more clearly. 

design and methods presentation

There are built-in interactive elements in this competitor analysis presentation template, which can help hook your audience. 

14. Bold presentation template

Ideal for non-corporate sales presentations, a bold and daring presentation template includes slides with a vibrant, attention-grabbing theme that is neither overbearing nor distracting. The color combination is striking without being oppressive.

design and methods presentation

15. Company overview template

Creative presentation templates are all the rage today. Using a lot of negative space will allow your audience to take a breath and direct their attention to the most crucial parts of your presentation. It is suitable for corporate presentations, since it doesn’t stick out more than is necessary.

design and methods presentation

Key Takeaways

  • Audiences tend to forget a large percentage of what was addressed before the presentation is through. This is why it is important to create a presentation design that is memorable.
  • A presentation is much more than just a layout of slides with text and graphics on them. You need to make sure it’s visually appealing too. 
  • Use a wide range of best presentation design tools, components, and styles until you discover the one that resonates with your target audience. 
  • Consider the most recent trends and best practices, and dedicate time to thoroughly crafting every presentation.
  • Fine-tuning your message, avoiding the use of bullet points, incorporating visual hierarchy, and incorporating data visualization are a few design tips to create a winning presentation. 

Both your presentation style and design are crucial. You can deliver more dynamic, memorable presentations by creating visually pleasing decks. It’s advisable to create a resourceful presentation design if you want to elevate your personal as well as professional credibility.

Take cues from some popular presentation templates, and enhance one little aspect at a time. Now is the time to practice everything you’ve learned in this presentation design guide. As with any other visual communication, creating the best presentation design requires time, effort, and patience. Never be afraid to try something new; you’ll quickly see the benefits a strong presentation can have on your project.

A presentation design puts ideas, tales, words, and pictures into a series of slides that convey a narrative and engage your audience.

A presentation design template is used to achieve a uniform look for your slides. Templates are pre-made presentations into which you may insert your data.

People remember images and words better than just words. The design of your slides should be simple and consistent. This way, your audience will focus on the most important points.

Use high-quality images to back your message, but don’t use too many special effects. Make sure you don’t read from your slides.

A well-presented, memorable introduction and conclusion are two essential parts of a presentation. Don’t forget them when you write your outline.

Presentation design is essential, because it helps you weave your ideas, narrative, images, facts, and statistics into a unified story that leads your audience to the choice you want them to make.

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Blog Data Visualization

Presentation Design Guide: How to Summarize Information for Presentations

By Midori Nediger , May 15, 2023

presentation design

Bad presentations. We’ve all had to sit through them.  Heck, we’ve probably all given one or two. I know I have.

You know the type: twice as long as they need to be, slides chock-full of text, no visuals in sight. 

How can you ensure you don’t fall victim to these presentation faux-pas when designing your next presentation for your team, class, or clients?

In this blog, I’ll walk you through tips on how to design an impactful presentation and how you can deliver it with style to leave a lasting impression.

Let’s get started:

  • Include less text and more visuals in your presentation design
  • Identify one core message to center your presentation design around
  • Eliminate any information that doesn’t immediately support the core message
  • Create a strong presentation outline to keep you focused
  • Use text to reinforce, not repeat, what you’re saying
  • Design your presentation with one major takeaway per slide
  • Use visuals to highlight the key message on each slide
  • Use scaffolding slides to orient your audience and keep them engaged
  • Use text size, weight, and color for emphasis
  • Apply design choices consistently to avoid distraction
  • Split a group presentation by topic
  • Use a variety of page layouts to maintain your audience’s interest
  • Use presentation templates to help you get started
  • Include examples of inspiring people
  • Dedicate slides to poignant questions
  • Find quotes that will inspire your audience
  • Emphasize key points with text and images
  • Label your slides to prompt your memory

Watch: How to design a presentation [10 ESSENTIAL TIPS]

Tips for designing and delivering an impactful presentation

What makes a presentation memorable?

It usually comes down to three things:

  • The main idea.
  • The presenter.
  • The visuals.

All three elements work together to create a successful presentation. Just like how different presentation styles serve different purposes, having a good presentation idea will give the audience a purpose for listening. A good presenter communicates the main idea so that the audience cares about it. And compelling visuals help clarify concepts and illustrate ideas.

But how the presenter delivers their presentation and what visuals they use can vary drastically while still being effective. There is no perfect presentation style or presentation design.

Here are some top tips to consider to help you design and deliver an impactful presentation:

Tip #1: Include less text and more visuals in your presentation design

According to David Paradi’s annual presentation survey , the 3 things that annoy audiences most about presentations are:

  • Speakers reading their slides
  • Slides that include full sentences of text
  • Text that is too small to read

The common thread that ties all of these presentation annoyances is text. Audiences are very picky about the text found in presentation slide decks .

In my experiences speaking at conferences and in webinars over the past few years, audiences respond much more positively to presentations that use visuals in place of text.

Audiences are more engaged, ask more questions, and find my talks more memorable when I include lots of visual examples in my slide decks. 

I’m not the only one who has found this. We recently surveyed nearly 400 conference speakers about their presentation designs and found that 84.3% create presentations that are highly visual.

A great example of a high visual presentation is the iconic AirBnB pitch deck design , which includes no more than 40 words per slide. Instead of repeating the speaker’s script on the slides, it makes an impact with keywords, large numbers, and icons:

design and methods presentation

Learn how to customize this presentation template:

To help you take your presentations to the next level, I’d like to share my process for creating a visually-focused presentation like the one above. I’ll give you my top presentation design tips that I’ve learned over years of presenting:

  • Class presentations
  • Online courses

You can then apply this process to our professional presentation templates  or pitch decks , creating unique presentation decks with ease! Our user-friendly editor tools make customizing these templates a breeze.

To leave a lasting impression on your audience, consider transforming your slides into an interactive presentation. Here are 15 interactive presentation ideas to enhance interactivity and engagement.

We’ll cover the most important steps for summarizing lengthy text into a presentation-friendly format. Then we’ll touch on some pre sentation design tips to help you get visual with your slide decks. Read on for the best creative presentation ideas.

Tip #2: Identify one core message to center your presentation design around

We know from David Paradi’s survey that audiences are easily overwhelmed with lots of text and data, especially when presentations are long.

confused woman meme

(You when you see a presentation with lots of text and data and it’s long)

So unlike in a white paper , report , or essay , you can’t expect to tackle many complex ideas within a single presentation.

That would be a recipe for disaster.

Instead, identify a single central message that you would like to communicate to your audience. Then build your presentation around that core message.

By identifying that core message, you can ensure that everything you include in your presentation supports the goal of the presentation .

As seen below, a great presentation tells you exactly what you’re going to learn (the core message), then gets right to the facts (the supporting information).

Nutrition Creative Presentation Template

To ensure you create an asset that’s clear, concise, impactful, and easy to follow, design your presentation around a single core message.

Tip #3: Create a strong presentation outline to keep you focused

Think of your outline as a roadmap for your presentation. Creating a strong presentation outline straight away helps make sure that you’re hitting all of the key points you need to cover to convey a persuasive presentation .

Take this presentation outline example:

  • Introduction and hellos
  • Vision and value proposition
  • Financial profit
  • Your investment
  • Thanks and questions

These are all things that we know we need to talk about within the presentation.

Creating a presentation outline makes it much easier to know what to say when it comes to creating the actual presentation slides.

Corporate pitch deck template

You could even include your presentation outline as a separate slide so that your audience knows what to expect:

Topics of discussion presentation outline example template

The opening moments of your presentation hold immense power – check out these 15 ways to start a presentation to set the stage and captivate your audience.

Tip #4: Eliminate any information that doesn’t support the core message

Next, use that core message to identify everything that doesn’t belong in the presentation.

Aim to eliminate everything that isn’t immediately relevant to the topic at hand, and anything remotely redundant. Cut any information that isn’t absolutely essential to understanding the core message.

By cutting these extra details, you can transform forgettable text-heavy slides:

Infographic Presentation Template

Into memorable slides with minimal text:

Infographic Presentation Template

Here’s a quick checklist to help you cut out any extra detail:

Get rid of:

  • Detailed descriptions
  • Background information
  • Redundant statements
  • Explanations of common knowledge
  • Persuasive facts and figures
  • Illustrative examples
  • Impactful quotes

presentation design

This step may seem obvious, but when you’re presenting on a topic that you’re passionate about, it’s easy to get carried away with extraneous detail. Use the recommendations above to keep your text in check.

Clarity is key, especially if you’re presenting virtually rather than in-person. However, Lisa Schneider (Chief Growth Officer at Merriam-Webster) has had plenty of experience making that adjustment. She recently shared her tips for adapting in-person presentations into virtual presentations on Venngage that you can check out. 

Tip #5: Use text to reinforce, not repeat, what you’re saying

According to presentation guru  Nancy Duarte , your audience should be able to discern the meaning of your slides in 6 seconds or less.

Since your audience will tend to read every word you place on each slide, you must keep your text to an absolute minimum. The text on your slides should provide support for what you’re saying without being distracting.

Never write out, word for word, what you’re going to be saying out loud. If you’re relying on text to remember certain points, resist the urge to cram them into your slides. Instead, use a tool like Venngage’s speaker notes to highlight particular talking points. These can be imported into PowerPoint — along with the rest of your presentation — and will only be viewable to you, not your audience.

Speaker notes by Venngage

For the actual slides, text should only be used to reinforce what you’re saying. Like in the presentation design below, paraphrase long paragraphs into short bulleted lists or statements by eliminating adjectives and articles (like “the” and “a”).

design and methods presentation

Pull out quotes and important numbers, and make them a focus of each slide.

design and methods presentation

Tip #6: Design your presentation with one major takeaway per slide

As I mentioned above, audiences struggle when too much information is presented on a single slide.

To make sure you don’t overwhelm your audiences with too much information, spread out your content to cover one major takeaway per slide.

By limiting each slide to a single simple statement, you focus your audience’s attention on the topic at hand.

My favorite way to do this is to pick out the core message of whatever I’m talking about and express it in a few keywords, as seen in this presentation slide below.

design and methods presentation

This helps ensure that the visuals remain the focus of the slide.

design and methods presentation

Using the text in this way, to simply state a single fact per slide, is a sure-fire way to make an impact in your presentation.

Alternatively, pull out a significant statistic that you want to stick in your audience’s minds and make it a visual focus of the slide, as seen in this popular presentation by Officevibe .

presentation design

This might mean you end up with a slide deck with a ton of slides. But that’s totally ok!

I’ve talked to many professionals who are pressured by their management teams to create presentations with a specific number of slides (usually as few as 10 or 15 slides for a 30-minute presentation).

If you ask me, this approach is completely flawed. In my mind, the longer I spend sitting on a single slide, the more likely I am to lose the interest of my audience.

How many slides should I use for a 10 minute presentation?

A good rule of thumb is to have at least as many slides as minutes in your presentation. So for a 10 minute presentation you should have at least 10 slides .

Use as many slides as you need, as long as you are presenting a single message on each slide, (as seen in the lengthy presentation template below). This is especially important if you’re presenting your business, or delivering a product presentation. You want to wow your audience, not bore them.

design and methods presentation

Tip #7: Use visuals to highlight the key message on each slide

As important as having one major takeaway per slide is having visuals that highlight the major takeaway on each slide.

Unique visuals will help make your message memorable.

Visuals are a great way to eliminate extra text, too.

You can add visuals by creating a timeline infographic to group and integrate information into visual frameworks like this:

design and methods presentation

Or create a flowchart  and funnels:

design and methods presentation

Or by representing simple concepts with icons, as seen in the modern presentation design below. Using the same color for every icon helps create a polished look.

Using visuals in this way is perfect for when you have to convey messages quickly to audiences that you aren’t familiar with – such as at conferences. This would also make the ideal interview presentation template.

design and methods presentation

You can alternatively use icons in different colors, like in the presentation templates below. Just make sure the colors are complimentary, and style is consistent throughout the presentation (i.e. don’t use sleek, modern icons on one slide and whimsically illustrated icons on another). In this example, presentation clipart style icons have been used.

design and methods presentation

Any time you have important stats or trends you want your audience to remember, consider using a chart or data visualization to drive your point home. Confident public speaking combined with strong visualizations can really make an impact, encouraging your audience to act upon your message.

One of my personal favorite presentations (created by a professional designer) takes this “key message plus a visual” concept to the extreme, resulting in a slide deck that’s downright irresistible.

presentation design

When applying this concept, don’t fall into the trap of using bad stock photos . Irrelevant or poorly chosen visuals can hurt you as much as they help you.

Below is an example of how to use stock photos effectively. They are more thematic than literal and are customized with fun, bright icons that set a playful tone.

design and methods presentation

The content and visual design of a presentation should be seamless.

It should never seem like your text and visuals are plopped onto a template. The format and design of the slides should contribute to and support the audience’s understanding of the content.

Impactful presenation templates

Tip #8: Use scaffolding slides to orient your audience and keep them engaged

It’s easy for audiences to get lost during long presentations, especially if you have lots of slides. And audiences zone out when they get lost.

To help reorient your audience every once in a while, you can use something I like to call scaffolding slides. Scaffolding slides appear throughout a presentation to denote the start and end of major sections.

The core scaffolding slide is the agenda slide, which should appear right after the introduction or title slide. It outlines the major sections of the presentation.

At the beginning of each section, you should show that agenda again but highlight the relevant section title, as seen below.

design and methods presentation

This gives audiences the sense that you’re making progress through the presentation and helps keep them anchored and engaged.

Alternatively, you can achieve a similar effect by numbering your sections and showing that number on every slide. Or use a progress bar at the bottom of each slide to indicate how far along you are in your presentation. Just make sure it doesn’t distract from the main content of the slides.

design and methods presentation

You can imagine using this “progress bar” idea for a research presentation, or any presentation where you have a lot of information to get through.

Leila Janah, founder of Sama Group, is great at this. Her  Innovation and Inspire  talk about Sama Group is an example of a presentation that is well organized and very easy to follow.

Her presentation follows a logical, steady stream of ideas. She seems comfortable talking in front of a crowd but doesn’t make any attempts to engage directly with them.

Tip #9: Use text size, weight and color for emphasis

Every slide should have a visual focal point. Something that immediately draws the eye at first glance.

That focal point should be whatever is most important on that slide, be it an important number, a keyword, or simply the slide title.

presentation design

We can create visual focal points by varying the size, weight, and color of each element on the slide. Larger, brighter, bolder elements will command our audience’s attention, while smaller, lighter elements will tend to fade into the background.

design and methods presentation

As seen in the presentation template above, this technique can be especially useful for drawing attention to important words within a long passage of text. Consider using this technique whenever you have more than 5 words on a slide.

And if you really want your audience to pay attention, pick a high-contrast color scheme like the one below.

presentation design

When picking fonts for your presentation, keep this technique in mind. Pick a font that has a noticeable difference between the “bold” font face and the “regular” font face. Source Sans Pro, Times New Roman, Montserrat, Arvo, Roboto, and Open Sans are all good options.

Presentation Fonts

The last thing to remember when using size, weight, and color to create emphasis on a slide: don’t try to emphasize too many things on one slide.

If everything is highlighted, nothing is highlighted.

Tip #10: Apply design choices consistently to avoid distraction

Audiences are quick to pick out, and focus on, any inconsistencies in your presentation design. As a result, messy, inconsistent slide decks lead to distracted, disengaged audiences.

Design choices (fonts and colors, especially), must be applied consistently across a slide deck. The last thing you want is for your audience to pay attention to your design choices before your content.

To keep your design in check, it can be helpful to create a color palette and type hierarchy before you start creating your deck, and outline it in a basic style guide like this one:

design and methods presentation

I know it can sometimes be tempting to fiddle around with text sizes to fit longer bits of text on a slide, but don’t do it! If the text is too long to fit on a slide, it should be split up onto multiple slides anyway.

And remember, a consistent design isn’t necessarily a boring one. This social media marketing presentation applies a bright color scheme to a variety of 3-column and 2-column layouts, remaining consistent but still using creative presentation ideas.

design and methods presentation

Tip #11: Split a group presentation by topic

When giving a group presentation it’s always difficult to find the right balance of who should present which part.

Splitting a group presentation by topic is the most natural way to give everybody the chance to attempt without it seeming disjointed.

design and methods presentation

When presenting this slide deck to investors or potential clients, the team can easily take one topic each. One person can discuss the business model slide, and somebody else can talk about the marketing strategy.

Top tips for group presentations:

  • Split your group presentation by topic
  • Introduce the next speaker at the end of your slide
  • Become an ‘expert’ in the slide that you are presenting
  • Rehearse your presentation in advance so that everybody knows their cue to start speaking

Tip #12: Use a variety of page layouts to maintain your audience’s interest

Page after page of the same layout can become repetitive and boring. Mix up the layout of your slides to keep your audience interested.

In this example, the designer has used a variety of combinations of images, text, and icons to create an interesting and varied style.

Yellow start up pitch deck presentation template

There are hundreds of different combinations of presentation layers and presentation styles that you can use to help create an engaging presentation . This style is great for when you need to present a variety of information and statistics, like if you were presenting to financial investors, or you were giving a research presentation.

Using a variety of layouts to keep an audience engaged is something that Elon Musk is an expert in. An engaged audience is a hyped audience. Check out this Elon Musk presentation revealing a new model Tesla for a masterclass on how to vary your slides in an interesting way:

Tip #13: Use presentation templates to help you get started

It can be overwhelming to build your own presentation from scratch. Fortunately, my team at Venngage has created hundreds of professional presentation templates , which make it easy to implement these design principles and ensure your audience isn’t deterred by text-heavy slides.

Using a presentation template is a quick and easy way to create professional-looking presentation skills, without any design experience. You can edit all of the text easily, as well as change the colors, fonts, or photos. Plus you can download your work in a PowerPoint or PDF Presentation format.

After your presentation, consider summarizing your presentation in an engaging manner to r each a wider audience through a LinkedIn presentation .

Tip #14: Include examples of inspiring people

People like having role models to look up to. If you want to motivate your audience, include examples of people who demonstrate the traits or achievements, or who have found success through the topic you are presenting.

Tip #15: Dedicate slides to poignant questions

While you might be tempted to fill your slides with decorative visuals and splashes of color, consider that sometimes simplicity is more effective than complexity. The simpler your slide is, the more you can focus on one thought-provoking idea.

design and methods presentation

Tip #16: Find quotes that will inspire your audience

A really good quote can stick in a person’s mind for weeks after your presentation. Ending your presentation with a quote can be a nice way to either begin or finish your presentation.

A great example of this is Tim Ferriss’ TED talk:

tim ferriss inspiration presentation example

Check out the full talk below.

Tip #17: Emphasize key points with text and images

When you pair concise text with an image, you’re presenting the information to your audience in two simultaneous ways. This can make the information easier to remember, and more memorable.

Use your images and text on slides to reinforce what you’re saying out loud.

Doing this achieves two things:

  • When the audience hears a point and simultaneously read it on the screen, it’s easier to retain.
  • Audience members can photograph/ screencap the slide and share it with their networks.

Don’t believe us? See this tip in action with a presentation our Chief Marketing Officer Nadya gave recently at Unbounce’s CTA Conference . The combination of text and images on screen leads to a memorable presentation.

Nadya Unbounce Presentation Example

Tip #18: Label your slides to prompt your memory

Often, presenters will write out an entire script for their presentation and read it off a teleprompter. The problem is, that can often make your presentation seem  too  rehearsed and wooden.

But even if you don’t write a complete script, you can still put key phrases on your slides to prompt jog your memory. The one thing you have to be wary of is looking back at your slides too much.

A good presentation gets things moving! Check out the top qualities of awesome presentations and learn all about how to make a good presentation to help you nail that captivating delivery.

Audiences don’t want to watch presentations with slide decks jam-packed with text. Too much text only hurts audience engagement and understanding. Your presentation design is as important as your presentation style. 

By summarizing our text and creating slides with a visual focus, we can give more exciting, memorable and impactful presentations.

Give it a try with one of our popular presentation templates:

presentation design

Want more presentation design tips? This post should get you started:

120+ Best Presentation Ideas, Design Tips & Examples

presentation design

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Research Methods Guide: Research Design & Method

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FAQ: Research Design & Method

What is the difference between Research Design and Research Method?

Research design is a plan to answer your research question.  A research method is a strategy used to implement that plan.  Research design and methods are different but closely related, because good research design ensures that the data you obtain will help you answer your research question more effectively.

Which research method should I choose ?

It depends on your research goal.  It depends on what subjects (and who) you want to study.  Let's say you are interested in studying what makes people happy, or why some students are more conscious about recycling on campus.  To answer these questions, you need to make a decision about how to collect your data.  Most frequently used methods include:

  • Observation / Participant Observation
  • Focus Groups
  • Experiments
  • Secondary Data Analysis / Archival Study
  • Mixed Methods (combination of some of the above)

One particular method could be better suited to your research goal than others, because the data you collect from different methods will be different in quality and quantity.   For instance, surveys are usually designed to produce relatively short answers, rather than the extensive responses expected in qualitative interviews.

What other factors should I consider when choosing one method over another?

Time for data collection and analysis is something you want to consider.  An observation or interview method, so-called qualitative approach, helps you collect richer information, but it takes time.  Using a survey helps you collect more data quickly, yet it may lack details.  So, you will need to consider the time you have for research and the balance between strengths and weaknesses associated with each method (e.g., qualitative vs. quantitative).

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Presentation Design and the Art of Visual Storytelling

Discover a practical approach to designing results-oriented presentations and learn the importance of crafting a compelling narrative.

Presentation Design and the Art of Visual Storytelling

By Micah Bowers

Micah helps businesses craft meaningful engagement through branding, illustration, and design.

Presentations Must Tell a Story

We’ve all been there, dutifully enduring a dull presentation at work or an event. The slides are packed with text, and the presenter feels obligated to read every single word. There are enough charts, graphs, and equations to fill a trigonometry book, and each screen is awash in the brightest colors imaginable.

As the presentation drags on, the lists get longer. “We do this, this, this, this, this, and oh yeah, this!” Unfortunately, everyone in the audience just wants it to be over.

This is a major opportunity missed for a business, and we designers may be part of the problem. No, it’s not our fault if a presenter is unprepared or uninspiring, but if we approach our clients’ presentations as nothing more than fancy lists, we’ve failed.

See, presentations are stories , not lists, and stories have a structure. They build towards an impact moment and unleash a wave of momentum that changes people’s perceptions and preconceived notions. Good stories aren’t boring and neither are good presentations.

But before we go any further, it’s important to ask why presentations exist in the first place. What’s their purpose? Why are they useful?

Presentations exist to…

Presentations impart new and sometimes life-changing knowledge to an audience.

Most presentations provide a practical method for using the knowledge that is shared.

If executed correctly, presentations are able to captivate an audience’s imagination and lead them to consider the worth of what they’re learning.

Well-crafted presentations have the power to arouse feelings that can influence an audience’s behavior.

Presentations ready people to move, to act on their feelings and internal analysis.

Ultimately, presentations make an appeal to an audience’s logic, emotions, or both in an attempt to convince the audience to act on the opportunity shared by the presenter.

With this kind of power, designers can’t afford to view presentations as “just another deck.” We shouldn’t use the same formulaic templates or fail to educate our clients about the importance of high-quality image assets.

Instead, we need to see presentation design as an opportunity to craft a compelling narrative that earns big wins for our clients.

Need more convincing? Let’s take a quick look at how a few big brands merge storytelling with world-class presentation design.

Salesforce – Write the Narrative First

Salesforce visual storytelling

The overarching emphasis of any presentation is its narrative. Before any flashy visuals are added, the presentation designer works hand-in-hand with the client to establish the narrative and asks big questions like:

  • Who are we presenting to?
  • Why are we presenting to them?
  • How do we want them to respond?

The marketing team at Salesforce, the world’s leading customer relationship management platform, answers these questions by first writing presentations as rough essays with a beginning, middle, and end. As the essay is fleshed out, themes emerge and section titles are added.

From here, the presentation is broken into slides that present the most impactful topics and information the audience needs to know. Only a few select words and phrases will make it onto the screen, but the essay draft will be rich with insights for the presenter to further refine and share in their oral narrative.

Writing the narrative first prevents the chaos of slide shuffling that occurs when a presentation’s stories aren’t clearly mapped out. With no clear narrative in place, slides don’t transition smoothly, and the presentation’s momentum dissipates.

Deloitte – Establish Credibility

Deloitte presentation design

Within the first few moments of meeting someone new, we quickly assess whether or not we feel they’re trustworthy.

Presenters are typically afforded an initial level of trust by virtue of being deemed capable of talking in front of a large group of people. But if that trust isn’t solidified within the first minute of a presentation, it can vanish in an instant.

Deloitte is a global financial consultant for 80 percent of all Fortune 500 companies. Naturally, they understand the need to quickly establish credibility. The slide used in the example above is number five in a thirty-slide deck. Right from the outset, Deloitte establishes their authority on the topic, in essence saying, “We’ve been at this awhile.”

Including a slide like this in a client’s deck can be a real confidence booster because it allows them to quickly secure expert status. Establishing credibility also helps an audience relax and engage with what they’re learning.

iControl – Define the Problem Visually

icontrol slide design

It’s not always possible to express a complex problem or solution with a single visual, but when it happens, it can be a powerful experience for an audience.

iControl is a Swedish startup that built an iPad app designed to replace paper and create better documentation at construction sites. They aren’t a big brand, but their investor pitch deck powerfully identifies a huge audience problem with a single slide—too much paper wasted, too many documents to track. An image like this so clearly identifies the problem that it simultaneously intensifies the need for a solution.

Defining the problem visually is an awesome strategy, but use it with care because an image that’s confusing or overly specific to an industry can leave audience members feeling like outsiders.

Arrange a Compelling Narrative

“Storytelling” is everywhere these days. Social media platforms have cleverly packaged the promise that our every post, image, and interaction is part of an ongoing story, but most of what we call “stories” are loosely related moments strung together by the happenstance of time and technology.

So what’s the distinction between narrative and story? How do they relate, and how do they differ? And most importantly, how do they tie into a compelling presentation?

A story is bound by time. It has a beginning, a middle, and an end. It details events and orders them in a way that creates meaning. In a presentation, stories speak to specific accomplishments and inspire action—“We did this, and it was amazing!”

A narrative is not bound by time. It relates separate moments and events to a central theme but doesn’t seek resolution. In a presentation, the narrative encompasses the past, present, and future—“Where we’ve come from. Where we are. Where we’re headed.”

How does this information impact the presentation designer? Here’s a simple and practical example.

You have a client who makes amazing paper clips that always bend back to their intended shape no matter how much they’re twisted. They ask you to design a presentation that highlights the paper clips and their company vision to “forever change the world of office products.” How do you begin?

Office product presentation design

Start with the Narrative

The narrative is the overarching emphasis of a presentation.

In this example, you would shape the presentation around your client’s company vision of forever changing the world of office products.

Advance the Narrative with Stories

Use succinct stories that highlight challenges, improvements, big wins, and daily life.

Perhaps the paper clip company’s research and development team faced several setbacks before a eureka moment made mass production cheaper than traditional paper clips.

Use stories like this as brush strokes on a canvas, each one contributing towards a more complete picture of the narrative.

Support Stories with Visuals

This is where the simple, yet stunning slides you design come into play.

In this case, you could show a simple graph that compares the production cost of traditional paper clips to your client’s innovative paper clips. And, to make sure you’re reinforcing the narrative, you could add a short title to the slide: “Game. Changed.”

Conflict Is the Engine of Memorable Presentations

In his bestselling book Story , Hollywood screenwriting guru Robert McKee writes, “Nothing moves forward in a story except through conflict.” This advice is extremely valuable for the presentation designer.

Overly positive visual storytelling

An overly optimistic presentation packed with positive information simply crashes over an audience and sweeps away their enthusiasm. Each rosy insight is less impactful than the one prior. Before long, all the audience hears is, “Good, better, best. We’re just like all the rest.”

An effective presentation designer looks for ways to create internal conflict within an audience. This means they feel the weightiness of a problem and actively hope for the relief of a solution. The yin and yang of problem and solution is the presentation designer’s true north, the guiding principle of every piece of information included in a deck.

One tried and true way to ensure a healthy positive/negative balance, without overly dramatizing a presentation is withholding information.

For instance, in our example of the paperclip company, this could mean devoting an extra slide or two to the research and development process. These slides would hint at the soon-to-be-revealed production costs and build anticipation without providing actual numbers.

Then, when the cost comparison chart is finally shared, the audience is genuinely eager for the information it holds, and the payoff is far more rewarding and memorable.

Unlock the Power of Clear, Consistent, and Compelling Content

Content doesn’t exist apart from the narrative; it enhances it. Once the narrative is in tip-top shape, it’s time to make the content shine, but before we dive into slide design, let’s take a quick detour.

Imagine we’re reviewing an investor pitch deck and we take an elevator into the sky to observe the presentation from an aerial view. From this lofty position, the deck’s content should have a cohesive appearance that ties in with the brand, organization, or topic being presented.

If you’ve ever been hired to work on a company’s pitch deck design , you understand how challenging this can be.

Many times, clients already have some sort of skeleton deck in place before they hire a presentation designer. Sometimes, these decks are packed with a dizzying assortment of charts, graphs, fonts, and colors. Here, you have two unique responsibilities.

Bad powerpoint slide design

First, you must help your client understand how the disunity of their content detracts from the narrative. Then, you must provide a way forward and present them with a practical vision for remaking things in a cohesive style.

Be warned that you may have to sell this idea, especially if your client thinks that their visual content is presentation ready and only in need of some “design magic” to make it look good.

If this happens, remember to be gracious, and acknowledge the role that their expertise played in generating such valuable information. Then, bring the conversation back to results. “This is a compelling topic. I want your audience to be in awe as you present, but for that to happen, I need to recreate the visuals.”

This is a tough chore, but as designers, we’re hired to improve the way our clients communicate—not fill their heads with false affirmations of poor content.

Presentation templates are a good start to great presentation design

Essential Slide Design Principles

Slide design is an important part of presentation design, and effective slides are rooted in visual simplicity. But the strange thing about simplicity is that it stems from a thorough grasp of complexity. If we know something well, we can explain it to someone who does not in just a few words or images.

In this section, we’ll look at hierarchy, typography, image selection, and color schemes, but know that these design elements are rooted in a proper understanding of a presentation’s narrative and content. If we start the design process with slides, we seriously risk equipping our clients with presentations that are unfocused and unimpactful.

Create Emphasis with Slide Hierarchy

steve jobs simple presentation slide design

Design hierarchy relates to the placement of visual elements in a way that creates emphasis. For the presentation designer, this means asking, “What two or three things do I want the audience to see on this slide?

Do’s and Don’ts

  • Do create visual contrast through scale, color, and alignment.
  • Don’t try to visually highlight more than three ideas per slide.

Whenever a really important idea comes up, be brave and only use a few words in bold type to communicate it. This kind of simplicity signals to an audience that it’s time to intensify their focus and really listen to what the presenter has to say.

Overcome Ambiguity with Thoughtful Typography

Sapientnitro presentation font

Most presentations are built on words, so it’s important to know which words to include and how to style them. This starts by choosing the right font, then knowing how big to make the words and where to include them.

  • Do ask if your client has any designated fonts listed in their brand style guide.
  • Don’t use more than two fonts in your presentation, and avoid text blocks and lengthy paragraphs like the plague.

Try not to use anything smaller in size than a 36 point font. Some designers believe it’s ok to use sizes as small as 24 point, but this often leads to packing slides with more text. Remember, slides are a speaking prompt, not promotional literature.

Communicate Authority Through Graphic Simplicity

Deloitte presentation design

Every chart, graph, icon, illustration, or photograph used in a presentation should be easy to see and understand. Images that are difficult to interpret or poor in quality can erode the trust of an audience.

  • Do look for ways to use symbols, icons, or illustrations as they have a way of communicating ideas more quickly than photography.
  • Don’t use more than one photograph per slide, and don’t use stock photography that conflicts with your client’s brand (e.g., too funny, serious, or ethereal).

During the consultation phase of a presentation design project, ask your potential client to see existing charts or graphs they’re hoping to include. If anything is confusing, pixelated, or inconsistent, tell them you’ll need to remake their graphics. Be prepared to show high-quality examples from well-known companies to sell your point.

Add Energy and Meaning with Bold Color Schemes

Laszlo bock work rules color in presentation design

Color plays an important role in nearly every design discipline, and presentation design is no different. The colors used for a presentation affect the tone of the topic being shared and influence the mood of the audience.

  • Do keep color schemes simple. Two or three colors should make up the majority of slides.
  • Don’t use complementary colors for text and background (e.g., blue background with orange text). This has a way of making words vibrate with nauseating intensity.

Identify a few high-contrast accent colors to make strategic cameos for added impact.

The Mission of Every Presentation Designer

It can’t be overstated; presentations are huge opportunities for designers to positively impact their clients’ businesses. Innovation and advancements in culture and technology are occurring so rapidly that it’s become absolutely vital to be able to tell a good story. No one has time for poorly communicated ideas.

Here’s the simple truth: A bad presentation designer dresses up junk content with no thought for narrative and dumps a pile of slides into their client’s lap. Maybe the presentation looks pretty, but it doesn’t inspire, doesn’t activate, and certainly doesn’t sell.

To be effective, results-driven presentation designers means that we must empower our clients with an efficient tool. We carefully consider each slide, word, and visual for maximum impact, and we remember that presentations are intended for a human audience. Whether it’s a room of investors or a conference hall packed with consumers, it’s our job to provide our clients with opportunities to change minds and win business.

Understanding the basics

What is presentation design.

Presentation designers craft an array of ideas, stories, words, and images into a set of slides that are arranged to tell a story and persuade an audience.

Why is storytelling so important?

Where numbers, lists, and facts merely inform, storytelling has the power to make an audience care about and act on information that is being presented.

What are the basic elements of a slide?

The basic elements of a slide are its dimensions, text, images, layout, and color.

  • SlideDesign
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Micah Bowers

Vancouver, WA, United States

Member since January 3, 2016

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Effective Presentation Design & Delivery

  • Design and Presentation Tools
  • Preparing your Presentation
  • Presenting to an Audience
  • 4. Copyright
  • 5. Attribution
  • 6. Assessment
  • 7. Examples & Resources

Three Modes of Delivery

Through your:

Most of the information that you convey should come from you (your voice). You are your own best visual aid. You can make the audience connect with what you are saying.

Visuals are great for emphasizing or highlighting certain points, but you never want your visuals to overtake your presentation or distract your audience.

Handouts are a good way for providing your audience with information that would be hard to decipher from a slideshow (detailed charts, graphs, etc.). Handouts also give your audience a physical takeaway they can refer to later.

image credit: "old school"   Some rights reserved by SummerRain812

Know your Audience

In order to understand and fulfill the mission of your presentation, you need to research your audience. You need to determine your audience's level of experience in your subject and you need to determine what their expectations are for your presentation.

Once you have a good grasp of your audience, you can decide what to include or leave out of your presentation.

Preparing a Mission Statement & Goals

1. Before you start planning your presentation, it is important that you determine why you are giving your presentation. What is the mission? What are you trying to get your audience to do?

2. After you've developed your mission statement, you should set goals for accomplishing that mission statement. Your goals are concrete steps that you will take during your presentation.

Example Mission Statement:   "To raise awareness about climate change, its causes and effects, and incite the audience to take action."

Example Goals: Provide history of climate change, show charts illustrating increasing CO2 emissions, show video of environmental effects,  and offer solutions for curbing C02 emissions.

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  • Last Updated: Feb 21, 2023 10:40 AM
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Chapter 10. Designing and Delivering Presentations

In this chapter.

  • Strategies for developing professional oral presentations and designing clear, functional slides
  • Discussion of what makes presentations challenging and practical advice for becoming a more engaging and effective presenter
  • Tips for extending the concepts of high quality presentations to creating videos and posters

Presentations are one of the most visible forms of professional or technical communication you will have to do in your career.  Because of that and the nature of being put “on the spot,” presentations are often high pressure situations that make many people anxious. As with the other forms of communication described in this guide, the ability to present well is a skill that can be practiced and honed.

When we think of presentations, we typically imagine standing in front of a room (or auditorium) full of people, delivering information verbally with slides projected on a screen. Variations of that scene are common. Keep in mind, though, that the skills that make you a strong presenter in that setting are incredibly valuable in many other situations, and they are worth studying and practicing.

Effective presentation skills are the ability to use your voice confidently to communicate in “live” situations—delivering information verbally and “physically,” being able to engage your audience, and thinking on your feet. It also translates to things like videos, which are a more and more common form of communication in professional spheres.  You will have a number of opportunities during your academic career to practice your presentation skills, and it is worth it to put effort into developing these skills. They will serve you well in myriad situations beyond traditional presentations, such as interviews, meetings, networking, and public relations.

This chapter describes best practices and tips for becoming an effective presenter in the traditional sense, and also describes how best practices for presentation skills and visuals apply to creating videos and posters.

Process for Planning, Organizing, and Writing Presentations

Similar to any other piece of writing or communication, to design a successful presentation, you must follow a thoughtful writing process (see Engineering Your Writing Process ) that includes planning, drafting, and getting feedback on the presentation content, visuals, and delivery (more on that in the following section).Following is a simple and comprehensive way to approach “writing” a presentation:

Step 1: Identify and state the purpose of the presentation. Find focus by being able to clearly and simply articulate the goal of the presentation—what are you trying to achieve? This is helpful for you and your audience—you will use it in your introduction and conclusion, and it will help you draft the rest of the presentation content.

Step 2: Outline major sections. Next, break the presentation content into sections. Visualizing sections will also help you assess organization and consider transitions from one idea to the next. Plan for an introduction, main content sections that help you achieve the purpose of the presentation, and a conclusion.

Step 3: Draft content. Once you have an outline, it’s time to fill in the details and plan what you are actually going to say. Include an introduction that gives you a chance to greet the audience, state the purpose of the presentation, and provide a brief overview of the rest of the presentation (e.g. “First, we will describe the results of our study, then we’ll outline our recommendations and take your questions”). Help your audience follow the main content of the presentation by telling them as you move from one section of your outline to the next—use the structure you created to keep yourself and your audience on track.

End with a summary, restating the main ideas (purpose) from the presentation and concluding the presentation smoothly (typically thanking your audience and offering to answering any questions from your audience). Ending a presentation can be tricky, but it’s important because it will make a lasting impression with your audience—don’t neglect to plan out the conclusion carefully.

Step 4: Write presentation notes. For a more effective presentation style, write key ideas, data, and information as lists and notes (not a complete, word-for-word script). This allows you to ensure you are including all the vital information without getting stuck reading a script. Your presentation notes should allow you to look down, quickly reference important information or reminders, and then look back up at your audience.

Step 5: Design supporting visuals. Now it’s time to consider what types of visuals will best help your audience understand the information in your presentation. Typically, presentations include a title slide, an overview or advance organizer, visual support for each major content section, and a conclusion slide. Use the visuals to reinforce the organization of your presentation and help your audience see the information in new ways.

Don’t just put your notes on the slides or use visuals that will be overwhelming or distracting—your audience doesn’t need to read everything you’re saying, they need help focusing on and really understanding the most important information. See Designing Effective Visuals .

At each step of the way, assess audience and purpose and let them affect the tone and style of your presentation. What does your audience already know? What do you want them to remember or do with the information? Use the introduction and conclusion in particular to make that clear.

For in-class presentations, look at the assignment or ask the instructor to make sure you’re clear on who your audience is supposed to be. As with written assignments, you may be asked to address an imagined audience or design a presentation for a specific situation, not the real people who might be in the room.

In summary, successful presentations

  • have a stated purpose and focus;
  • are clearly organized, with a beginning, middle, and end;
  • guide the audience from one idea to the next, clearly explaining how ideas are connected and building on the previous section; and
  • provide multiple ways for the audience to absorb the most important information (aurally and visually).

Developing a Strong Presentation Style

Since presentation are delivered to the audience “live,” review and revise it as a verbal and visual presentation, not as a piece of writing. As part of the “writing” process, give yourself time to practice delivering your presentation out loud with the visuals . This might mean practicing in front of a mirror or asking someone else to listen to your presentation and give you feedback (or both!). Even if you have a solid plan for the presentation and a strong script, unexpected things will happen when you actually say the words—timing will feel different, you will find transitions that need to be smoothed out, slides will need to be moved.

More importantly, you will be better able to reach your audience if you are able to look up from your notes and really talk to them—this will take practice.

Characteristics of a Strong Presentation Style

When it comes time to practice delivery, think about what has made a presentation and a presenter more or less effective in your past experiences in the audience. What presenters impressed you? Or bored you? What types of presentation visuals keep your attention? Or are more useful?

One of the keys to an effective presentation is to keep your audience focused on what matters—the information—and avoid distracting them or losing their attention with things like overly complicated visuals, monotone delivery, or disinterested body language.

As a presenter, you must also bring your own energy and show the audience that you are interested in the topic—nothing is more boring than a bored presenter, and if your audience is bored, you will not be successful in delivering your message.

Verbal communication should be clear and easy to listen to; non-verbal communication (or body language) should be natural and not distracting to your audience. The chart below outlines qualities of both verbal and non-verbal communication that impact presentation style. Use it as a sort of “rubric” as you assess and practice your own presentation skills.

As you plan and practice a presentation, be aware of time constraints. If you are given a time limit (say, 15 minutes to deliver a presentation in class or 30 minutes for a conference presentation), respect that time limit and plan the right amount of content. As mentioned above, timing must be practiced “live”—without timing yourself, it’s difficult to know how long a presentation will actually take to deliver.

Finally, remember that presentations are “live” and you need to stay alert and flexible to deal with the unexpected:

  • Check in with your audience.  Ask questions to make sure everything is working (“Can everyone hear me ok?” or “Can you see the screen if I stand here?”) and be willing to adapt to fix any issues.
  • Don’t get so locked into a script that you can’t improvise. You might need to respond to a question, take more time to explain a concept if you see that you’re losing your audience, or move through a planned section more quickly for the sake of time. Have a plan and be able to underscore the main purpose and message of your presentation clearly, even if you end up deviating from the plan.
  • Expect technical difficulties. Presentation equipment fails all the time—the slide advancer won’t work, your laptop won’t connect to the podium, a video won’t play, etc. Obviously, you should do everything you can to avoid this by checking and planning, but if it does, stay calm, try to fix it, and be willing to adjust your plans. You might need to manually advance slides or speak louder to compensate for a faulty microphone. Also, have multiple ways to access your presentation visuals (e.g., opening Google Slides from another machine or having a flash drive).

Developing Strong Group Presentations

Group presentations come with unique challenges. You might be a confident presenter individually, but as a member of a group, you are dealing with different presentation styles and levels of comfort.

Here are some techniques and things to consider to help groups work through the planning and practicing process together:

  • Transitions and hand-off points. Be conscious of and plan for smooth transitions between group members as one person takes over the presentation from another. Awkward or abrupt transitions can become distracting for an audience, so help them shift their attention from one speaker to the next. You can acknowledge the person who is speaking next (“I’ll hand it over to Sam who will tell you about the results”) or the person who’s stepping in can acknowledge the previous speaker (“So, I will build on what you just heard and explain our findings in more detail”). Don’t spend too much time on transitions—that can also become distracting. Work to make them smooth and natural.
  • Table reads. When the presentation is outlined and written, sit around a table together and talk through the presentation—actually say what you will say during the presentation, but in a more casual way. This will help you check the real timing (keep an eye on the clock) and work through transitions and hand-off points. (Table reads are what actors do with scripts as part of the rehearsal process.)
  • Body language. Remember that you are still part of the presentation even when you’re not speaking. Consider non-verbal communication cues—pay attention to your fellow group members, don’t block the visuals, and look alert and interested.

Designing Effective Visuals

Presentation visuals (typically slides, but could be videos, props, handouts, etc.) help presenters reinforce important information by giving the audience a way to see as well as hear the message. As with all other aspects of presentations, the goal of visuals is to aid your audience’s understanding, not overwhelm or distract them. One of the most common ways visuals get distracting is by using too much text. Plan and select visuals aids carefully—don’t just put your notes on the screen, but use the visuals to reinforce important information and explain difficult concepts.

The slides below outline useful strategies for designing professional, effective presentation slides.

  • Write concise text. Minimize the amount of reading you ask your audience to do by using only meaningful keywords, essential data and information, and short phrases. Long blocks of text or full paragraphs are almost never useful.
  • Use meaningful titles. The title should reveal the purpose of the slide. Its position on the slide is highly visible—use it to make a claim or assertion, identify the specific focus of the slide, or ask a framing question.
  • Use images and graphics. Wherever possible, replace wordy descriptions with visuals. Well chosen images and graphics will add another dimension to the message you are trying to communicate. Make sure images are clear and large enough for your audience to see and understand in the context of the presentation.
  • Keep design consistent. The visual style of the slides should be cohesive. Use the same fonts, colors, borders, backgrounds for similar items (e.g., all titles should be styled the same way, all photos should have the same size and color border). This does not mean every slide needs to look identical, but they should be a recognizable set.
  • Use appropriate contrast. Pay attention to how easy it is to see elements on the screen. Whatever colors you choose, backgrounds and overlaid text need to be some version of light/dark. Avoid positioning text over a patterned or “busy” background—it is easy for the text to get lost and become unreadable. Know that what looks ok on your computer screen might not be as clear when projected.

Key Takeaway

  • Create a structure for your presentation or video that clearly supports your goal.
  • Practice effective verbal and non-verbal communication to become comfortable with your content and timing. If you are presenting as a group, practice together.
  • Use visuals that support your message without distracting your audience.

Additional Resources

Fundamentals of Engineering Technical Communications Copyright © by Leah Wahlin is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License , except where otherwise noted.

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Presentation Strategies

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Effective communication is essential in the classroom and in the real world. Good presentation skills, including public speaking and the design of visual materials, can be learned. Following the best practices outlined in the videos and resources below will help you become more effective at communicating your ideas in a professional way, while developing your own personal style.

Quick links:

Videos on Presenting

Videos on design principles, narrated presentations in powerpoint, best practices for effective presentations - video.

This video provides strategies for planning and delivering an oral presentation.

Creating and Presenting Your Poster - Video

This video gives tips on what to consider when planning the content, structure, and presentation of a poster.

PowerPoint Design Concept - White Space

White space is a basic design concept that will help clarify information in your PowerPoint presentations and other forms of visual content.

PowerPoint Design Concept - Visual Hierarchy

Visual hierarchy is an important design concept that will help you communicate your main message more effectively.

  Designing Effective Presentations - Fonts

Fonts can set the tone for your presentation but it is also important to understand how to make them as legible as possible while communicating your main message.

  Designing Effective Presentations - Color

Making thoughtful color choices in your presentation not only helps to set the appropriate feel or style for your presentation but can also help to improve the clarity of your message.

After reviewing the materials above about presentation strategies and design principles, practice those ideas by creating a narrated presentation in PowerPoint. The newer versions of PowerPoint allow you to record yourself giving the presentation (just your voice). The result adds audio objects for each slide, which makes it possible to redo a slide or two if you make mistakes. The PowerPoint file can then be exported to a movie file, complete with slide transistions and animations, to be easily reviewed or shared. This can serve as great practice for your presentation before showtime. 

Create a Narrated Presentation

The following link provides a helpful tutorial for both PC and Mac versions of PowerPoint: Recording a slide show with narrations and slide timings

Export a Video File

To export your slideshow as a MP4 file (or other video file) with your audio narrations, please review the following help page, which describes both the PC and Mac versions method: Save a presentation as a Movie file or MP4

NOTE : Not all versions of PowerPoint have the features mentioned above. Hopkins Affiliates have access to a Microsoft Office 365 license which will allow you to download the newest version of Office including PowerPoint. Please visit the following page for how to download Microsoft Office 365: Office 365 Communication Hub, Microsoft Office

  • Effective Poster Presentation - Handout
  • This PDF presents strategies to consider in determing poster content, structure, and graphic design. It includes tips on presentation logisitics

design and methods presentation

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Presenting techniques

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  • Presenting techniques

Presenting is a craft that requires a thoughtful approach. There’s a lot of stuff to include in the good presentation. From quality visuals to a compelling speech, everything matters. Doing a presentation on your own may be quite a challenge especially if it’s your first time experience with the presentations. What can really help though, are the effective presentation techniques. In essence, they are the blueprint for your presentation, that helps you to hit all the right spots. Let’s look into some of those techniques.

Presentation Methods

Before you start thinking of a technique, let’s first understand the presentation methods and how they relate to the audience and the content of your presentation. Among the different presentation methods, the main ones are formal and formal. Their difference is mainly in the style of your delivery and the data presentation methods. The formal presentation is best suited for the business meetings or college level, scientific presentations. The informal methods of presentation can best be used during the smaller meetings with your team to discuss business subjects or, for example, at a Ted-like speech event.

Method 1: Keeping Everything Simple

This is a rather basic technique. Just strip your presentation of all the unnecessary information, leaving only the core statements that you want to address. Simplicity not only helps your audience to understand your points better but even more, this data presentation method lowers the risk of making a mistake, forgetting — and saves you and your audience quite a lot of time! There are different definitions of simplicity — sometimes just a few words are enough, while in other cases several bullet points on the slide may be sufficient. Choose what suits your topic best.

Method 2: Good Start 

This method of presentation is all about attention-grabbing. Starting your presentation with a powerful statement, unusual fact or an interesting question will make the audience engage in your presentation instantly. Another great way to start is a joke, though humor can be quite a landmine, especially when you’re presenting in front of strangers, and you are not sure whether your joke would be fun or actually offensive.  So, try to think of something neutral, yet funny.

Method 3: Use  Visuals in your Presentation

Visuals are a must for any presentation and are able not only to support your speech but also to tell and contribute to the stuff you’re telling about. The pictures, graphs, infographics, and even short videos especially when done by presentation design services are what truly make the presentation, and help you to connect with your audience. A carefully selected visual connects both with your speech and the slide content, making your presentation methods work in complete harmony. What is more, visuals can serve as a great way to help you recall your speech in case you suddenly forgot some of it during the presentation.

Method 4:   Rehearse

Don’t rush to tell your presentation just once you’ve made it. Instead, try to first rehearse your presentation in front of a mirror. This presentation technique allows you to spot the mistakes and downfalls in your speech and visual part and improve powerpoint presentation . What is more, it can also make you more confident, as with each time you rehearse you’ll memorize your stuff better and better. Bonus points for starting rehearsing from the random spots in your presentation — using this presentation technique will allow you to become completely familiar with your information.

Method 5:   10/20/30 Presentation Rule

While it may not be applied to all of the presentations, the ones that you are usually dealing with can really benefit from it. 10 20 30 rule is about the time and size of your presentation: 

  • Your presentation should have no more than 10 slides
  • The time needed for the presentation should be no more than 20 minutes
  • The font you are using for presentation text (if there is any on slides) is no less than 30 point

Method 6:  Storytelling

Telling a story is a powerful presentation technique for keeping the audience interested. In general, people get bored from being fed just straight-up facts and numbers for a long time. However, an interesting story, connected to the subject of your presentation gives that personal touch to it, engaging the audience into what you are talking about. What is more, a good story in the context of the presentation will actually resonate with the audience, causing more approval to you as an expert.

  • Tell a personal  story .
  • Create suspense.
  • Bring characters to life.
  • Build up to S.T.A.R moment.

Method 7:   Presentate with your Voice

Speech is the most common method of presentation . When you are presenting, it’s important not only WHAT you say, but also HOW do you say it. Creating a proper voice for presentations is actually one of the things you need rehearsal for. Your goal is to sound confident and interested in the subject you are telling about. What is more, it is important to not make unnecessary pauses and avoid the “ummm”, “oh” and other similar stuff that slows down your presentation and may put off the audience.

Method 8:   Know your Audience

Make sure that the data presentation methods you are using make your data  relevant to your audience. The research of your audience is needed to craft a relatable story, as well as to understand what approach in presenting you may want to take. After you’ve done the research, you can just tell the audience what it wants and expects to hear. Such an approach would result in the satisfied and interested audience enjoying your presentation. And in this case your presentation would surely and up being a huge success!

Method 9:   Back up plan

Even though you may plan everything in advance, something can always go wrong. The strange ability of the hardware to malfunction right in the middle of your presentation is probably one of the most known presentation-related memes. So, plan at least some of the bad scenarios. For example, have a printed set of slides with you during your presentation. Check everything right before you’ll start presenting. A good idea also is to have your script written out so that in case you have completely forgotten some of its parts, you can easily and quickly look into it and goon with the presentation.

Method 10:   Relax

This one is not only a presentation technique , but a great life technique as well. Actually, the most common reason for the mistakes during presentations are the nerves and fear a lot of people feel while presenting. It’s absolutely normal to be a little worried about the presentation, but you have to instill confidence in your knowledge and expertise with the subject among the audience, and it’s hard to do if you feel fear. Try to reason with yourself — you have rehearsed, prepared great visuals, learned about the audience and even have a plan B in case the situation gets worse. There’s nothing to worry about — you have all the right presentation techniques !

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Private: How to become a public speaker

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8 rules of effective presentation

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Presentation Zen Design: Simple Design Principles and Techniques to Enhance Your Presentations, Second Edition

Presentation Zen Design: Simple Design Principles and Techniques to Enhance Your Presentations, Second Edition

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Book description

Creating and delivering a successful presentation today often means breaking through the noise and allowing your audience to focus on you and your message. You can have a great impact using simple design choices in your presentations but you just need to know where to start. Here to guide you on your journey is best-selling author and popular speaker Garr Reynolds, whose design wisdom and advice will open your eyes and give you new ways to look at your slides. Filled with practical insights and plenty of examples, you’ll learn how to design effective presentations that contain text, data, color, images, and video. Once the design guidelines are established, you will benefit from Garr’s years of experience as a master presenter and learn how you can achieve an overall harmony and balance using the powerful tenet of simplicity. Not only will you discover how to design your slides for more professional-looking presentations, you’ll learn to communicate more clearly and will accomplish the goal of making a stronger, more lasting connection with your audience.  

Table of contents

  • Copyright Page
  • Dedication Page
  • Table of Contents
  • Acknowledgments
  • Who Is This Book For?
  • What Is Design?
  • 14 Ways to Think Like a Designer
  • Design and Presentation Zen
  • Learning from Wagasa
  • About This Book
  • Designing for the Last Row
  • Choosing Your Type
  • Creating Harmony
  • In Defense of Helvetica
  • Complementing Images with Text for Stronger Messages
  • Creating Bilingual Slides
  • David S. Rose
  • The Little Things Matter
  • Lessons from Sumi-e
  • Express the Essence with Less
  • Creating Harmony with Color
  • Simple Color Combinations
  • Maureen C. Stone
  • Achieving an Emotional Connection
  • Working with Color
  • The Visual Matters
  • We Are Visual Beings
  • Power of the Photograph
  • John McWade
  • Common Image Mistakes
  • Making Your Own Images
  • Scott Kelby
  • The Benefits of Using Video
  • Tips for Using Video
  • Clarity in Simplicity
  • When to Use a Document Instead of Slides
  • Nancy Duarte
  • Common Charts and Graphs
  • What About Picture Graphs?
  • Stephen Few’s Graph Design IQ Test
  • The Future of Data Presentation
  • The Beauty and Function of Space
  • Ikebana and Space
  • Achieving Balance in Space
  • Gestalt and the Power of the Whole
  • Showing Restraint and Preserving Space
  • Differences Provide Context and Meaning
  • Tokonoma and the Art of the Focal Point
  • Establishing a Strong Design Priority
  • Adding Motion to Make a Point
  • Simplify to Unify
  • Noticing the Similarities
  • Providing Visual Cues
  • Connecting the Elements
  • Using a Grid to Provide Structure
  • 10 Japanese Aesthetic Principles to Consider
  • Takehime Pudding The Best Sweets in Ikoma, Nara
  • The Gulf of Mexico
  • Smoke: The Convenient Truth
  • How Bacteria Talk
  • Long-Term Improvement: Kaizen
  • The Lessons Are All Around You
  • Tips for Long-Term, Continuous Improvement
  • It’s All Up to You Now
  • iStockphoto and Pixta

Product information

  • Title: Presentation Zen Design: Simple Design Principles and Techniques to Enhance Your Presentations, Second Edition
  • Author(s): Garr Reynolds
  • Release date: December 2013
  • Publisher(s): New Riders
  • ISBN: 9780133440973

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design and methods presentation

research design and methods

Research Design and Methods

Apr 07, 2019

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Research Design and Methods. Betsy Myers Hospital for Special Surgery. Research Plan. Portray What you intend to do Specific Aims Why it is important Background and Significance. Research Plan. What has been done so far Preliminary Studies How you are going to do it

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Research Design and Methods Betsy Myers Hospital for Special Surgery

Research Plan Portray • What you intend to do • Specific Aims • Why it is important • Background and Significance

Research Plan • What has been done so far • Preliminary Studies • How you are going to do it • Research Design and Methods

Getting Started Read instructions on how to prepare Research Design and Methods section

Instructions “Describe the research design conceptual or clinical framework, procedures, and analyses to be used to accomplish the specific aims of the project.” Instructions for PHS 398 Rev. 09/2004 http://grants1.nih.gov/grants/funding/phs398/phs398.doc

Instructions “include how the data will be collected, analyzed, and interpreted as well as the data-sharing plan as appropriate.” Instructions for PHS 398 Rev. 09/2004 http://grants1.nih.gov/grants/funding/phs398/phs398.doc

Instructions “Describe any new methodology and its advantage over existing methodologies. Describe any novel concepts, approaches, tools, or technologies for the proposed studies.” Instructions for PHS 398 Rev. 09/2004 http://grants1.nih.gov/grants/funding/phs398/phs398.doc

Instructions “Discuss the potential difficulties and limitations of the proposed procedures and alternative approaches to achieve the aims.” “provide a tentative sequence or timetable for the project.” Instructions for PHS 398 Rev. 09/2004 http://grants1.nih.gov/grants/funding/phs398/phs398.doc

Main Points That You Must Get Across • Research design, if carried out successfully, will accomplish Specific Aims • Methods are feasible and well developed • Approach is original

Main Points That You Must Get Across • Data will be analyzed correctly • Enough subjects/specimens will be tested to lead to conclusive results • Limitations are of minor concern only • Study can be accomplished in requested time

Organization • No one organization fits all proposals • Try to organize in logical sequence of Specific Aims and corresponding experiments

Outline Start with an outline • D. RESEARCH DESIGN AND METHODS • D1. Overview • Flowchart • Brief description • D2. Aim 1 • Rationale • Design

Audience • Write for reviewers and funding agency staff

Audience • Reviewers are informed readers but not necessarily experts in your specific area • Funding agency (NIH) personnel want to know health impact • Keep in mind that you need to be very clear and you need to emphasize health significance throughout

Organization Consider giving overview at start of entire section • Describe overall approach that will be used to achieve aims • Consider using flowchart or table

Load Load Example of Chart Aim 2 Aim 1 Col2.3tk+/+ Ex-vivo analysis QCT, HMM, QAR, IHC X Control Col2.3tk+/+ EGR-1+/+ Experimental Col2.3tk+/+ EGR-1-/- EGR-1-/- Part 2 Part 1 Aim 3 microPET/CT Mayer-Kuckuk

For Each Specific Aim • Reiteration of Research Question • Rationale • Design, Approach • Methods • Anticipated Results, Interpretation • Difficulties, Limitations, Alternative approaches Or could include section on Detailed Methods common to more than one Specific Aim after description of Aims

Rationale • Directly and succinctly reiterate why you are doing this Specific Aim

Design/Approach Briefly describe • Design of study • Choice of specimens • Choice of interventions/independent factors and outcome assessments

Measurements Describe techniques and equipment for measuring all variables • Use illustrations • Demonstrate that measurements will be accurate, precise, sensitive, specific

Novel Methods • Emphasize what is new about your methods • Point out advantages to using your proposed techniques over other approaches

Data Analysis Describe approach for data analysis in detail Conclusions & Interpretation Raw Data Analysis should not be Black Box

Data Analysis If using analytic statistics, specify • Statistical parameters and tests • Assumptions of tests • Alpha level • Alpha = probability of falsely rejecting null hypothesis • Reference if statistical approach is not well known

Power Analysis • Remember that you need to determine • How many specimens are needed to have a certain probability of detecting an effect?

Keep in Mind... • Goal is to demonstrate that enough data will be collected to support analysis • Straightforward procedure • But is “ballpark” approach

Number of Specimens in Research Plan State assumptions and methods used for power analysis • Specify primary outcome variable • Specify factor(s) or independent variable(s) of interest

Number of Specimens in Research Plan • State proposed statistical test or interval estimation Examples: • Analysis of variance • Linear regression • Note that each test has specific formula for power/number of specimens

Number of Specimens in Research Plan • Give alpha level • Alpha = probability of falsely rejecting null hypothesis • Give beta level or power • Beta = probability of falsely accepting null hypothesis • Describe effect size

Effect Size “…to answer the question ‘What are my chances of finding it?’, the researcher needs to have some idea of how big ‘it’ is” J Cohen Statistical Power Analysis for the Behavioral Sciences

Effect Size • Ratio of expected difference to measure of variability • Based on • Published work • Preliminary studies • Educated guess Use an effect size of scientific or clinical importance

Number of Specimens • Calculate number • Hand calculation • Computer programs, e.g., nQuery, PASS • If using educated guess for effect size, determine number for several effect sizes • Adjust for loss of laboratory animals if applicable

Expected Results and Interpretation Remember to discuss expected results and interpretation of analysis Research question Close the loop Interpretation of results to answer... Study design Analysis of findings Collection of information

Limitations • Include segment on potential difficulties & limitations at one of following locations • Under each Specific Aim • End of entire Research Design and Methods section • As they occur in methods • Use limitations to point to future studies

Timetable Include timeline or timetable at end of Research Design and Methods • Give enough detail for evaluation • Make certain it is reasonable

Ending • Close Research Design and Methods with overall statement about significance of studies • Be enthusiastic

Tips on Clarity and Style Make appearance conducive to easy reading on paper and on screen • Neat • White space • 11-12 point font

Tips on Clarity and Style • Proofread • Make figures, tables, and legends legible

Length Stick to page length recommendations • RO1: Research Plan must be <=25 pages • Specific Aims: 1 • Background: 3 • Preliminary Studies: 6-8 • => Research Design/Methods: 13-15

Informative Writing Target readers’ understanding • Inform the reader • Explain what is difficult to understand • Say only what needs to be said

Avoid • Overly ambitious research plans • Contingent Specific Aims • Complex, emerging techniques without establishing familiarity or including expert • Too little detail on data analysis • Under-powered studies

Summary: Successful Research Design and Methods • Bright idea • Well developed and clearly described methods • Appropriate data analysis • Large enough sample size • Plenty of time to do the work • Only minor limitations • Clear pathway to strong conclusions

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Construction Project Delivery Methods 101

There are four main project delivery methods in construction:  design-bid-build, design-build, construction management at-risk (CM@R), and integrated project delivery (IPD). ConsensusDocs is providing an April 4th Webinar on Construction Project Delivery Meth0ds 101 that will explain how the contracts you sign ultimately determine project delivery methodology. Register here . Choosing the right project delivery method for your project is a fundamental decision for success. All registrants will receive a recording of the webinar. 

There are many varieties and variations within the four main project delivery methods. But ultimately the contracts that you sign define your project delivery method. Procurement selection determines the factors (qualifications-only, best value, or low bid) of how builders and design professionals are selected.  Additionally, payment type (lump sum, cost-of-the-work, etc.) and design requirements (prescriptive, performance, and hybrid) heavily impact collaboration on a project.

By registering for this webinar, you will:

  • Gain an appreciation for the benefits and risks associated with each project delivery method.
  • Understand the basis and timing of how builders get selected and paid for work.
  • Learn the difference between project delivery method and procurement selection.
  • Understand the differences between cost-of-the-work, cost-of-the-work with a GMP, and lump sum/fixed price contracts.

Comments or questions about this article can be directed to Brian Perlberg, Executive Director and Senior Counsel, ConsensusDocs Coalition at   [email protected] . Register for the webinar here .

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InfoQ Homepage Presentations How Netflix Really Uses Java

How Netflix Really Uses Java

Paul Bakker discusses Netflix’s use of Java, emphasizing the use of microservices, RxJava, Hystrix and Spring Cloud.

Paul Bakker is a Java Champion and developer in the Java Platform team at Netflix. At Netflix he works on evolving the Java tech stack and developer tooling. He is also one of the original authors of the DGS Framework (GraphQL) and co-authored two Java modularity books published by O’Reilly.

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Bakker: I'm going to talk about how Netflix is really using Java. You probably know that Netflix is really just about RxJava microservices, with Hystrix and Spring Cloud. Really, Chaos Monkeys are just running the show. I'm only half getting here because a few years ago, this was actually mostly true, maybe except the Chaos Monkeys. This stack was something that we were building on in the last several years. Things have changed. Quite often, I have conversations with people at conferences like this one, where they're like, yes, we were using the Netflix stack. Like, which stack exactly are you talking about? It's almost never the stack that we're actually using. These are just things that people associate with Netflix, because we've been talking about our technology for so many years, but things might have changed a little bit. We're going to bust some myths. We're going to take a look at what we're actually doing with Java. Things are ever-evolving. Things are literally just changing all the time.

My name is Paul. I'm in the Java Platform at Netflix. Java Platform is responsible for the libraries, frameworks, and tooling that we built around Java, so that all our Java developers have a good time developing Java applications. I'm also a Java champion. I have been in the Java space for quite a long time. In the past, I wrote two books about Java modularity. I'm also one of the first authors of the DGS framework, that's the GraphQL framework we use for Java. We'll talk quite a bit about DGS, and how that all fits in the architecture.

Evolving Architecture

Before we start diving into JVMs and how we use Java, and the framework that we're using, we have to understand a little bit better how our architecture has been evolving. That explains why we did things in a certain way with Java several years ago, and we're doing things quite differently today. What you should understand about Java at Netflix is that we have a lot of Java. We are basically a Java shop, and every backend at Netflix is basically a Java app. We have many applications. At the size of Netflix, there's lots of internal applications to just keep track of things. We're also one of the largest film studios in the world. There's a lot of software being developed just to produce films, basically, again, all Java. Then of course, we have what we call the streaming app, which is basically the Netflix app, as you probably know it. That is what we're looking at here. This screen here is what we call the LOLOMO, the list of list of movies. That is just one example of an application that is backed by Java. You have to understand that pretty much everything that I'm talking about, that is true for basically every backend in Java. We use the same architecture now for pretty much all our different systems, both internal and consumer facing, and we use the same tech stack everywhere. Although I'm giving that example, because it's just a large example to play with, it's much more universal than that.

The Groovy Era

When I joined Netflix almost seven years ago, we were in what I call the Groovy era. What you probably know about Netflix, and this is still true, is that Netflix has a microservices ecosystem. Basically, every piece of functionality and every piece of data is owned by a specific microservice. There's many of them, literally thousands of them. On the slide here, I just made it up, because it makes sense in my head. It's a much-simplified version of what we actually have in production. Think about this LOLOMO screen, this list of list of movies that we just looked at, at a previous slide, you're probably familiar with that screen, that to render that screen, we would have to fetch data from many different microservices. Maybe there's like a top 10 service that we need, because we need a top 10 list of movies. That's backed by a specific service. Then there's an artwork service that gives us the images as we show in the LOLOMO, and these are all personalized as well. There's probably a movie metadata service, which gives us movie titles and actors and descriptions of movies. There's probably a LOLOMO service which is actually giving us what lists to actually render, which again is personalized. I say that we have maybe 10 services to call out to. It will be usually inefficient if your device, let's say, your TV, or your iOS device will just do 10 network calls to these different microservices. It will just not scale at all. You would have a very bad customer experience. It would feel like using the Disney app. It's just not ideal. Instead, we need a single front door for the API where your device is calling out to. From there, we do a fanout to all the different microservices, because now we are in our network, we are on a very fast network. Now we can do that fanout without performance implications. We have another problem to solve, because all these different devices, in subtle ways, they're all a little bit different. We try to make the UI look and behave similar on every different device. All these different devices, like a TV versus an iOS device have very different limitations when it comes to memory, network bandwidth. They actually load data in subtly different ways.

Think about, how would you create an API that would work for all these different devices? Let's say you create a REST API. We're probably going to get either too little or too much data. If we create one REST API to rule them all, it's going to be a bad experience for all these different devices, because we always waste some data, or we have to do multiple network calls, which is also bad. To fix that problem, what we did is we used what we call a backend for frontend pattern. Basically, every frontend, every UI gets its own mini backend. That mini backend is then responsible for doing the fanout and get the data that that UI exactly needs at that specific point. They used to be backed by a Groovy script. That mini backend was basically a Groovy script for a specific screen on a specific device, or actually a version of a specific device. These scripts would be written by UI developers, because they are the only ones who actually know what data exactly they need to render a specific screen. This Groovy script would just live in an API server, which is a giant Java app, basically. It would do a fanout to all these different microservices by just calling Java client libraries. These client libraries are just basically wrappers for either a gRPC service, or a REST client.

Now, here we started seeing an interesting problem, because, how do you take care of such a fanout in Java? That's actually really not trivial. Because if you will do this the traditional way, you create a bunch of threads, and you start to manage that fanout with just minimal thread management, that gets very hairy very quickly, because it's not just managing a bunch of threads, it is also taking care of fault tolerance. What if one of those services are not responding quickly enough? What if it is just failing? Now we have to clean up threads and make sure that everything comes together nicely again. Again, not trivial at all. This is where RxJava and reactive programming really came in. Because reactive programming gives you a much better way to do such fanouts. It will take care of all the thread management and stuff like that you need to do. Exactly because of this fanout behavior, that is why we went so deep into the reactive programming space, and we were partly responsible for making RxJava a big thing many years ago. On top of RxJava, we created Hystrix, which is a fault tolerant library, which takes care of failover and bulkheading, and all these things. This made a lot of sense seven years ago when I joined. This was the big architecture that was serving most traffic. Actually, it is still a big part of our architecture, because depending on what device you're using, if it's a slightly older device, you probably still get served by this API, because we don't have just the one architecture we have many architectures, because it is nicer that way.

Limitations

There are some limitations, although this obviously works really well, because we have been able to grow our member base based on this architecture primarily. One downside is that there's a script for each endpoint. Because, again, we need an API for each of these different UIs. There are just a lot of scripts to maintain and manage. Another problem is that because the UI developers have to create all the mini backends because they are the ones who know what data they need, they have to write those. Now they are in the Groovy Java space and using RxJava. Although they're very capable of doing so, it's probably not a primary language that they are using on a daily basis. The main problem is really that reactive is just really hard. Speaking for myself, I've been doing reactive programming for at least 10 years. I used to be extremely excited about it, and tell everyone about how great it all is. It is actually hard, because even if with that experience, look at a non-trivial piece of reactive code, I have no clue what's going on. It takes me quite a bit of time to actually wrap my head around, ok, this is actually what's happening. These are the operations that are supposed to happen. This is the fallback behavior. It's hard.

GraphQL Federation

Slowly, we have been migrating to a completely new architecture, and that is, we're putting things to a different perspective. That's all based on GraphQL Federation. Comparing GraphQL to REST, one very important aspect of GraphQL is that with GraphQL, you always have a schema. In your schema, you put all your operations, so your queries and your mutations, and you define them, and you tell it exactly which fields are available from the types that you're returning from your queries. Here we have a shows query, which returns a show type, and a show as a title, and it has reviews. Reviews again is another type that we define. Then we can send a query to our API, which is on the right-hand side of the slide. What we have to do there, and this is, again, really important, we have to be explicit about our field selection. We can't just ask for shows and get old data from shows. Now we have to say specifically that you want to get a title and the star score on reviews on a show. If we're not asking for a field, we're not getting a field. It is super important because again, compared with REST, very basically, you get whatever the REST service decides to send you. You're just getting the data that you're explicitly asking for. It's more work if you specify your query, but it solves the whole problem of over-fetching, where you get much more data than you actually need. This makes it much easier to create one API that serves all the different UIs. Typically, when you send a GraphQL query, you will just get the result back encoded as JSON.

We're not just doing GraphQL, we're actually doing GraphQL Federation to fit it back into our microservices architecture. In this picture, we still have our microservices, but now we call them DGSs. They're just a term that we at Netflix came up with. It's a domain graph service. Basically, it's just a GraphQL service. There's really nothing special about it, but we call them DGSs. A DGS is just a Java microservice, but it has a GraphQL endpoint. It has a GraphQL API. That also means it has a schema, because we said that for GraphQL, you always have a schema. The interesting thing is that we have, of course, many different DGSs, many different microservices. From the perspective of a device, so from the perspective of your TV, for example, there's just one big GraphQL schema. The GraphQL schema contains all the possible data that we have to render, let's say a LOLOMO. Your device doesn't care that there might be a whole bunch of different microservices in the backend, and that these different microservices might provide part of that schema. On the other side of the story on the microservices sides, in this example, our LOLOMO DGS is defining a type show, with just a title. The images DGS can extend that type show and add an artwork URL to it. These two different DGSs don't know anything about each other than the fact that there is a show type. It can both contribute parts of that schema, even on the same types. All they need to do is publish their schema to the federated gateway. Now the federated gateway knows how to talk to a DGS because they all have a /GraphQL endpoint. That's it. It knows these different parts of the schema, so if a query comes in where we ask for both title and artwork URL, it knows that it has to call out to these different DGSs, and fetch the data that it needs. On a very high level, not that different from what you previously had, but there's a lot of differences in the details.

I'll also change our story here. First of all, we don't have any API duplication anymore. We don't need a backend for frontend anymore because GraphQL as an API is flexible enough, because of field selection that we don't really need to create those device specific APIs anymore. It also means we don't have server-side development for UI engineers anymore. That's great. We do get a schema to collaborate on. That's a big deal, because now we have closed the gap between UI developers and backend engineers, because now they can collaborate on a schema and figure out, ok, what data do we need in what format? Very importantly, we don't have any client libraries in Java anymore, because the federated gateway just knows how to talk to a generic GraphQL service. It doesn't need specific code to call out to the specific API. It's all just GraphQL. All it needs to know, how to talk to a GraphQL service. That's all. It's all based on the GraphQL specification. We don't need specific code to call to a specific microservice anymore.

What Does that Mean for Our Java Stack?

Now we get into, how does that change our Java stack? There's really no place anymore where we need Rx, or Hystrix, or such things, because previously, we needed this because we needed that specific code to call out, ok, I want to call this microservice and then this microservice, and at the same time, this other microservice. We needed an API for that. We don't need it anymore, because that's now taken care of by the GraphQL Federation specification. That's not completely true, because the federated gateway itself is actually still using a web client to call the different DGSs, and that is still reactive. However, it is not using any specific code for this microservice anymore. It's actually a very straightforward piece of web client code where it knows, ok, I have to call these three services, just go do it. It's all GraphQL, so it's very simple. All the DGSs and the other microservices in the backend, they're all just normal Java apps. There's not really anything specific about them. They don't need to do any reactive style of programming pretty much anywhere.

The Micro in Microservices

Before we dive deep into the rest of our Java stack, I want to speak a little bit about the micro in microservices, because it's another thing that people seem to be confused about how it actually works in practice. It is true that a microservice owns a specific functionality or dataset. More importantly that such microservices are owned by a single team. That is a really important part about microservices. It is all even more true with this GraphQL federated architecture, because it's now even easier to just split things out in different microservices and make it all work very nicely. However, don't be fooled by the size of those microservices, because a lot of those so-called microservices at Netflix are a lot larger, just looking at the code base, than the big monoliths that I've worked at, at many other companies. Some of these systems are really big. There's a lot of code there. Of course, when they get deployed, they might be deployed on clusters of thousands of AWS instances. There's really nothing small about them. That also answers the question, should I do microservices? It depends on your team size. Do you have like the one team that takes care of everything, and it's just a small team? If you would add microservices there, you're just adding complexity at that point for no good reason. If you want to split your team into smaller teams, basically, and just because of team size, then it also makes sense to split up your larger system into smaller pieces so that each team can own and operate one or more of those services.

Java at Netflix

Time to actually really get into the Java side of things. We now know, on a higher level, how and where we're using Java. Now we talk about how it actually looks like. We are now mostly on Java 17. It is about time. We are already also actively testing and rolling out with Java 21. Java 21 just came out officially. We're just using a regular Azul Zulu JVM. It's just an OpenJDK build. We are not building our own JVM, we don't have any plans to build our own JVM. Although there was a very interesting Reddit thread claiming that we do. We really don't, and have no interest in doing so. OpenJDK is really great. We have about 2800 Java applications. These are mostly all microservices of a variety of sizes. Then about 1500 internal libraries. Some of them are actual libraries, and many of them are just client libraries, which is basically just sitting in front of a gRPC or REST service. For our build system, we use Gradle, and on top of Gradle we have Nebula, that's a set of open sourced Gradle plugins. The most important aspect of Nebula, and I highly recommend looking into this, is, first in resolution of libraries. As you know, Java has a flat classpath. You can only have the one version of the library at a given time, if you have more than one version, interesting things happen. To prevent these interesting things from happening, you really want to just pick one, basically, and Nebula takes care of that. The next thing that Nebula does is version locking. Basically, you will get reproducible builds that you always build with the same set of versions of libraries until you explicitly upgrade. That makes it all very reproducible. We're pretty much exclusively using IntelliJ as our IDE. In the last few years, we have also invested a lot of effort in actually developing IntelliJ plugins, to help developers doing the right thing.

The Java 17 Upgrade

We are mostly on Java 17. That is actually a big deal, because this is embarrassing, but at the beginning of the year, we were mostly on Java 8. Java 8 is old. Why were we still on Java 8? Because we had Java 11, and then Java 17 available for a very long time already. Somehow, we just didn't move. One of the reasons is that until about a year ago, about half of our microservices, especially the bigger ones, were still on our old application stack. It was not Spring. It was a homegrown thing based on Guice, and a lot of old Java EE APIs, lots of old libraries that were no longer maintained. At the very beginning when we started upgrading to Java 11 initially, a lot of these older libraries were just not compatible. Then developers just got the impression that this upgrade is hard, and it breaks things, and I should probably just not do it. On the other hand, there was also very limited perceived benefits for developers, because if you compare Java 8 to Java 17, there's definitely some nice language features. Text blocks alone are enough reason for me to upgrade, but it's not that big of a deal. The differences between 8 and 17 is nice, but it's not like changing your life that much. There was more excitement about moving to Kotlin than we did in just upgrading to JDK.

When we finally did start pushing on updating to Java 17, we saw something really interesting. We saw about 20% better CPU usage on 17 versus Java 8, without any code changes. It was all just because of improvements in G1, the garbage collector that we are mostly using. Twenty-percent better CPU is a big deal at the scale that we're running. That's a lot of money, potentially. Speaking about G1, G1 is the garbage collector that we use for most of our workloads, at the moment. We've tested with all the different garbage collectors available. G1 is generally where we got the best balance of tradeoffs. There are some exceptions, for example, Zuul, which is our proxy. It runs on Shenandoah, that's the low pause time garbage collector. For most workloads, Shenandoah doesn't work as well as G1 does. Although G1 isn't that exciting anymore, it is still just really good.

Now that we have finally made a big push to Java 17, and we've got most services just upgraded, we also have Java 21 available. We've been testing with that for quite a few months already. Now things really get exciting. The first exciting thing is that if you're on Java 17, upgrading to Java 21 is almost a no-op. It's just super easy. You don't have the problems that we had from Java 8 to newer versions. There's also just a lot more interesting features. The first obvious one that I'm super excited about is virtual threads. This is just copy-paste, it's from the JEP, the specification from Java 21 of virtual threads. It's supposed to enable server applications written in a simple thread-per-request style to scale at near optimal hardware utilization. It sounds pretty good. This thread-per-request style, if you're using something that's based on servlets, so Spring Web MVC, or any other framework based on servlets, thread-per-request is basically what you get. A request comes in, Tomcat or whatever server you're using gives it a thread. That thread is basically where all the work happens, or starts happening for the specific request, and stays through that request until the request is done. That is a very simple style and easy to understand style of programming, and all the frameworks are based on that. It has some scalability limitations, because you can only have so many threads effectively running in a system. If you have a lot of requests coming in, which we obviously have, then the number of threads is just a limiting factor in how you can scale your systems. Changing that model is really important. The alternative to that is, of course, doing reactive again, so do something like WebFlux. That also gets you in reactive programming, again, with all the complexities that we already talked about.

Now, I think that virtual threads is probably the most exciting Java feature since probably lambdas. I think that down the line, it is really going to change the way we write and scale our Java code. I think that, in the end, it is probably going to further reduce reactive code, because there's just not really any need for it anymore. It just takes away that complexity. We have already been running virtual threads in production for the last month or so, experimenting with it a little bit. I'll get back to that in more detail. Then the other interesting feature in Java 21 is the new garbage collector or the updated garbage collector, because ZGZ is not new. That was already available in previous versions. They now made it generational, and that makes it give more benefits over G1 as a garbage collector has. That will make ZGC a better fit for a broader variety of workloads. It's still focused on low pause times, but it will just work in a broader variety of use cases. It's a little bit early to tell because we haven't done enough testing with this yet, but we are expecting that ZGC is now going to be a really good performance upgrade, basically, for a lot of our workloads and a lot of our services. Again, these things are a really big deal, where we could save a lot of money on resources. Shenandoah is also now generational, but that is still in preview. Again, we're going to just run with that and see what happens. Garbage collection is really just too complex of a topic to just know that, drop in this garbage collector with this flex, and it's all going to be magic and super-fast. Just doesn't work that way. It's a business where you just try things out and then you tweak it a bit, and you try it again, and then you find the optimal state. We're not quite there yet. We are expecting to see some very interesting things there. Then, finally, in Java 21, you just also have a lot of nice language features. We get this concept of data-oriented programming now in the Java language. It is really nice. It's the combination of records and pattern matching and things like that. Java is pretty nice right now.

Virtual Threads

Back to virtual threads. Although I said that this is a big deal, and is probably going to change the way we write our code and scale our code, it is also not a free lunch. It's not just that you enable Java 21 on your instances, and now by the magic of virtual threads, everything runs faster. It doesn't work that way. First of all, we have to change our framework library, and to some extent application code to actually start leveraging virtual threads, so step one. There are a few obvious places where we can do that and already started experimenting, so the Tomcat connection pool. Again, these are the pool of threads where it gives threads-per-request. That seems a fairly obvious place where we can just use virtual threads instead. Instead of using a thread pool, you use virtual threads. Before you enable that, you are already running some big services in production with virtual threads enabled. It doesn't automatically make things a lot faster, because you need to do other things as well to really leverage it. It also doesn't make things worse. If you can just safely enable this basically, sometimes get some benefits out of it, sometimes it doesn't really change it because it wasn't a limiting factor. That's something that you should probably start with. Async task execution in Spring that is, again, just a thread pool, and very often you get blocking code for other network calls there anyway. It seems to be a good candidate for virtual threads, so we enabled it there. Then a really big one that we haven't really gotten into yet, but I expect that will be game changing is how we do GraphQL query execution. Potentially with GraphQL, every field can be fetched in parallel. It makes a lot of sense that we would actually do that on virtual threads because, again, this is often work in code where you do more network calls and things like that. Virtual threads just make a lot of sense there, but we have to implement this and test it out, and it'll probably take a little bit of time before we get the optimal model there.

Then we have some other places that seemed obvious. For example, we have a thread worker pool for gRPC clients where the gRPC calls to outgoing services happen. It seemed like such an obvious place like, let's drop in virtual threads there. Then we saw that we actually decreased performance by a few percent. It turns out that these gRPC client worker pools are very CPU intensive. If you then drop in virtual threads, you actually make things worse. That's not a bad thing, necessarily. This is just something that we had to learn. It does show that this is not a free lunch. We actually have to figure out, where does it make sense, where does it not make sense, and implement virtual threads at the right points, basically. The good news is this is mostly all framework work at this point. We can do it as a platform team, and we can do it in open source libraries that we're using. Then our developers will just get faster apps, basically. It's good. In Spring 6.1, or Spring Boot 3.2, there's a lot of work being done to leverage virtual threads out of the box, that will come out next month. We will probably adopt that somewhere early next year. Then there's a really interesting discussion going on on GitHub, in GraphQL Java, about changing the GraphQL query execution, or potentially even rewriting it to fully leverage virtual threads. That is not figured out yet. It's a discussion going on. If you're in that space, that's definitely something to contribute to, I think. Then for the user code, because all this other stuff is mostly framework code, for user code, I think structured concurrency is the other place that we're going to see a lot of replacement of reactive code. Because structured concurrency is finally giving us the API to deal with things like fanouts, and then bringing everything together again. Structured concurrency is still in preview in Java 21. It seems very close to final, so I think it's at least safe to start experimenting with this and try things out. Then a little bit further down the line, we also get scoped values, which is another new specification coming out related to virtual threads. That is going to give us a way to basically get rid of ThreadLocal. This is again mostly framework related work. It's just a much nicer and more efficient way of something similar to ThreadLocal.

Spring Boot Netflix

I've already mentioned a little bit that we use Spring Boot. Since about a year or so we have completely standardized on Spring Boot. Up until a year ago, about 50% of our applications were still on our own homegrown, not maintained at all, Java stack based on Guice, and a bunch of very outdated Java EE libraries. We didn't really make a good push in getting everything on Spring Boot. All the new applications were based on Spring Boot already. That became very messy, especially because that old homegrown framework just wasn't maintained very well. We made a really big effort to just get all the services migrated to Spring Boot. That migration was mostly just a lot of blood, sweat, and tears of a lot of teams. It's just not easy to go from one programming model to another one. As platform teams, we did provide a lot of tooling, for example, IntelliJ plugins to take care of, where possible, the code migrations and configuration migrations and things like that. Still, it was just a lot of work. Pretty painful. Now that we are on Spring Boot, though, we have like the one framework that everyone is using that makes things a lot nicer for everyone. We are trying to mostly just use the latest version of OSS Spring Boot. We're going to be using 3.1, and try to stay as close as possible to the open source community because that's where we get the most benefit. On top of that, we need a lot of integration with our Netflix ecosystem and the infrastructure that we have. That is what we call Spring Boot Netflix, and is basically just a whole set of modules which we build on top of Spring Boot. That's basically just developed in the same way as Spring Boot itself is built, so lots of auto-configurations. That's where we add things like gRPC client and server support that's very integrated with our SSO stack, for AuthZ and AuthN. You get observability, so tracing, metrics, and distributed logging. We have a whole bunch of HTTP clients that take care of mTLS and again observability and integration with the security stack. We deploy all these applications with embedded Tomcat, which is pretty standard for a Spring Boot application.

To give an idea of the features, how that looks like. We have, for example, a gRPC Spring client. This looks very Spring-like, but it is something that we added. Basically, this is referencing a property file, which describes the gRPC service, it tells where the service lives. It configures failover behavior. That way, you can just use a Java API with an extra annotation to call another gRPC service. With that, you also get things like observability completely for free. For any request, either gRPC or HTTP, you get observability for free with tracing, and metrics, and all these things available. Another example is maybe integrate with Spring security, so we can get our SSO color. You get the user basically, that's called your service, even if there were many services in between in a cold chain. As I said, we integrated with Spring Security to also do role-based authentication based on our own authentication models.

Why Spring Boot?

You might be wondering, why are we using Spring Boot, why not some other more fancy framework? Because, of course, there's been a lot of innovation in the Java space in the last few years with other frameworks available. Spring Boot is really the most popular Java framework, that doesn't necessarily make it better, but it does give a lot of leverage when it comes to using the open source community, which is really big, of course, for Spring Boot, and accessing documentation, training, and all these things. More importantly, I think, is just looking at the Spring framework, it has been just so well maintained over the years. I think I started using the Spring framework 15 years ago. It is quite amazing, actually, that that framework has been so stable and so well-evolved, basically, over time, because it's not the same thing as it was 15 years ago, but a lot of the concepts are still there. It gives us a lot of trust, basically in the Spring team that also in the future, this will be a very good place to be basically.

The Road to Spring Boot 3

Almost a year ago, Spring Boot 3 came out, and that was a big deal, because Spring Boot 3 really just involves the Java ecosystem, I think, because the Java ecosystem was a little bit stuck in two different ways. The first reason is that if you look at the open source ecosystem in Java, it was stuck on Java 8, because a lot of companies were stuck on Java 8, and no one wanted to be the first one who would break that basically. Companies didn't upgrade because everything just worked fine on Java 8 anyway. Now, finally, the Spring team has said, we are done with Java 8, Java 17 is your new baseline. Now we force the whole community basically, to say, ok, fine, we'll do Java 17, and everything can start moving again. Now we can start leveraging those new language features. It also makes it possible that although it's just baseline on Java 17, we can actually also start using Java 21 with virtual threads under the hood. That's exactly what they're doing. The second part is the whole mess around Javax to Jakarta, thanks to Oracle. This is just a simple namespace change, but it is extremely complex for a library ecosystem, because a library can either use Javax or Jakarta, and that makes it either compatible with one but not the other. That's super painful now, because the Spring team is now saying, ok, if you're just doing Jakarta, now the whole ecosystem can start moving because it had such a big impact. We finally get past that point that they were stuck on. It is a big change to get on these new things still, so moving to Spring Boot 3 isn't fulfilled, and we've done a lot of tooling work to make that happen. Probably the most interesting one there is we open sourced a Gradle plugin that does bytecode transformation at artifact resolution time. When you download an artifact, a JAR file, it will do bytecode translation if you're on Spring Boot 3 from Javax to Jakarta, so it basically just fixes that whole namespace problem on the fly, and you don't have to change your library. That gets us unstuck.

DGS Framework

Then I talked quite a bit about DGS. DGS is not some concept, GraphQL Federation is the concept. The DGS framework is just a framework that that we use to build our GraphQL services in Java. About three or four years ago, when we started the journey on to GraphQL and GraphQL Federation, there really wasn't any good Java framework out there, that was mature enough for us to use it at our scale. There was GraphQL Java, which is a lower level GraphQL library. That library is great, and we are building on top of it. This is completely crucial for us, but it's too low level to use directly in an application, at least in my opinion. With v1 that is a GraphQL framework for Spring Boot, and basically giving a programming model based on annotation as you are used to in Spring Boot. We needed things like code generation for schema types, and support for federation and all these things. That's exactly what you're getting with the DGS framework. About, I think it's almost three years ago, we decided to open source the DGS framework. It's on GitHub. There's a really large community. There's lots of companies using it now. It's also exactly the version that we were using at Netflix, so we're not using a fork or anything like that. It's really evolved really nicely over the last few years.

You might be wondering if you are actually in the GraphQL and Spring space, you probably have seen that in Spring Boot 3, the Spring team also added GraphQL support, which they called Spring GraphQL. That was not ideal for the larger community, because now the community would have to choose between, ok, do I bet on the DGS framework, or do I go with Spring GraphQL? Both seem interesting, both seem great. Both have an interesting feature set, but a different feature set. What do I bet on? I could go and sell you the DGS framework, how that's better and better evolves, and faster, and all these things which are right now probably true, because we've been around for a little bit longer. That's really not the point, the point is that you shouldn't have to choose. In the last few months, we have been working with the Spring team to get full integration between those two frameworks. What you basically get with that is that you can combine the DGS and Spring GraphQL programming models and its features in the same app, and it will just happily live together. That's possible because we're both using GraphQL Java as the low-level library. That's how it all fits together. We just integrated the framework really deeply. We're still finishing that, and that is probably going to be released early 2024. At least that gives you that idea. It doesn't really matter if you would pick the DGS framework today. It doesn't get you stuck in there and not be able to leverage features coming from Spring team, because very soon you will just be able to combine both very nicely.

Questions and Answers

Participant 1: Are you guys still using Zuul?

Bakker: We are, yes. Zuul is sitting in front of literally every request. Zuul is just a proxy. It's doing a lot of traffic control, basically. It's not the API server that we talked about earlier. Zuul sits in front of either the DGS federated architecture or like the old architecture.

Participant 2: You talked about the upgrade for Java having a limited perceived value there. I think that's interesting. I think a lot of enterprises tend to have this mindset of if it isn't broke, don't fix it, [inaudible 00:44:02]. What did you do to change that perception, or was it just the Spring upgrade that kicked your guys about to do the upgrade?

Bakker: No, actually, the main story was the performance benefit. The fact that we could say that, you get 20% better performance. It depends a little bit on the service, how that number actually looks like and what it actually means. The number is real. The fact that you could say that, that made a lot of service owners more interested in it, but it also gave leadership higher up just to push like, this is going to save money, go do it. That was actually the most helpful thing. The Spring Boot upgrade came later, and also forces the issue, but it was after the fact.

Participant 3: A lot of advancements to OpenJDK, so from 8 to 17, did it directly go from 8 to 17?

Bakker: We had services running on Java 11 because the plan was 8, 11, 17. Java 11, we had services running there, it never really took off because there just wasn't enough benefit. We mostly went from 8 to 17.

Participant 3: Then that's one of the things depending on the collectors as he was talking about, there was some impact with respect to stop-the-world pauses and some background collections that's happening with Shenandoah and ZGC. There's a tradeoff, but a lot of improvements went into reducing the memory sets and everything like that.

Participant 4: You mentioned that 20% was what you needed, but how did you even secure the time to actually experiment with that? How did you convince stakeholders to say, we're going to spend some time doing an upgrade on some services, and then we'll demonstrate the values with that?

Bakker: There is the benefit of having a platform team as we have. If I look at my own time, I could do whatever I want. If I think there is some interesting failure to be had in experimenting with garbage collection, I'm actually not mostly doing performance work, there's actually other folks who are much better at that. It's just an example. If there is potential failure in there, if you can get a time to just experiment with it and play with it, basically, because our time of like one or two people is like drops in the water.

Participant 5: Did you see any difference in the memory footprint between virtual threads versus a traditional one for the same number of request-responses. The second is regarding the GraphQL versus traditional SOAP, because SOAP was superseded by REST back in the days when I was thinking that was very precious, and your network was very important if you don't have a large number of data going through easily. Now that data is cheap, so it has the disadvantage of the schema going between the client and the server. I see that GraphQL also had the same problem now that we have the other query and the schema, going between the client and the server. How do you see the REST, SOAP, and GraphQL in that conjecture?

Bakker: I think SOAP had, conceptually, a few things. For example, the fact that there is a schema, that was a good thing. It was so incredibly hard to use and complex, that the overhead of doing the right things was just too much. Then REST, at least the way everyone is using REST, went the other extreme like no schema, no nothing at all, nothing is defined. You just throw in some data and we're all good. I think GraphQL sits in the middle there. It doesn't have a lot of overhead for developers to implement the schema. It's very easy. It's much easier than SOAP was, just from using it. You do get a schema and that takes away a lot of the downsides of just having REST in the schema. It feels like it has found the sweet spot for APIs. Probably if I'm back here 10 years from now, I will be like, "GraphQL, a terrible idea. How did we ever get to that?" You know how that goes. Right now, it feels like a sweet spot.

There is a difference, that is why we have to be very careful about ending virtual threads where we replace traditional thread pools. Depending on if these thread pools are very CPU intensive or not, it does or does not make a lot of sense. The memory footprint doesn't seem to be a big factor. We haven't seen any significant bumps there at all. Again, it's all very early days, and we're just experimenting with everything. We haven't quite figured it out yet. It seems to be very straightforward from memory.

Participant 6: Then I was just wondering about your Kotlin usage percentage, and what that is looking like?

Bakker: It is fairly low. For a while we had a bunch of teams, including my own team, very excited about Kotlin. The DGS framework itself is written in Kotlin, although it's targeting mostly Java apps. That's my choice. We have microservices written in Kotlin, as well. The only downside that we see with Kotlin is we invest more in developer tooling, so IntelliJ plugins and automated tooling based on Gradle to help with these version upgrades with Spring, and all these things. That story is much harder for a platform team if you have to deal with multiple languages. Because either for an IntelliJ plugin, even if it's both from JetBrains, you need to write your inspections in IntelliJ twice if you want to use both Java and Kotlin. It's just a lot more work. It's just a lot easier for platform teams if everyone is just happily using Java. That doesn't make Kotlin bad, though. We have only seen good things about Kotlin and it works just pretty well. It's a great language.

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design and methods presentation

Feb 26, 2024

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