IMS Health Essentials For PowerPoint

IMS Health Essentials for PowerPoint
Selected Guidance
Essentials For PowerPoint - Guidance

1 July 2013
Contents
IMS Health essentials for PowerPoint
Using templates
Basic slide layouts & actions
Fonts
Colors
Slide Masters
Formatting Charts & Tables
Presentation Extras (from P.27)
Animations, transitions, sound and video
Converting Excel files
Converting slides to IMS format
Printing on A4 paper

2 July 2013
Creating a new presentation
How to use a template

Fonts
Colors
Slide Masters
Formatting charts & tables

3 July 2013
Using templates
Launch PowerPoint and choose the

appropriate IMS Health blank template IMS
Default IMS
under the Design tab in the Quick Access IMS Health
Consulting
Group
Institute IMS Health
Exec (BOD/ELG)
Toolbar
This will launch an untitled presentation with
a preformatted base set of slides and the
correct colors set in the formatting menus if
PowerPoint does not automatically do this HINTS:
upon opening Copy, paste and edit pre-formatted
elements (branded graphics, maps,
Using the untitled presentation as a base, images) from the Icons &
Infographics PowerPoint deck as
reference the simple instructions in the needed.
template file or the guidelines to create To avoid overwriting the files, do not
new slides, or access the template files via the
[file>open] menu within PowerPoint
Edit the base slide content as needed to Always delete instructional text
generate slides in the new format, or before presenting or forwarding a
presentation to a client
Select File, New

4 July 2013

Fonts
Colors
Slide Masters

5 July 2013
A small selection of images are available to be
used on this cover slide
Add speaker/position here, date if not shown below
The preference for date display

here is set to show on the title
page. Check Dont Show if
required.

6 July 2013
Agenda slide
Starts at 20 point
Font is verdana, Dark Blue
Bullets can be cyan or teal
If chapter title, can be bolded for emphasis
An agenda slide may appear at the beginning of a
presentation to outline content
Breaking a longer presentation into chapters is recommended
(every 10 or so slides)
Chapter names are entered in text placeholder
Short outlines only

7 July 2013
The live area of the slide
Preferred live area is shown by

bounding boxes
All content (text, figures, charts,
images) SHOULD BE contained
within the area defined by this
bounding box.
Using this bounding box as a
visual guideline will keep slides
looking clean and well-organized.
Slide content DOES NOT run into
the IMS Health signature and
footer space at slide bottom.

8 July 2013
For bulleted text slides, one-line slide titles are
preferred, two lines max
Subtitles or graph titles are typed in this bar and modified
Limited use of primary bullets per slide

No more than eight primary bullets for standard / laptop
presentations
Text level one: sentence case; font size, color
and line spacing are automatic
Text level two: sentence case; font size, color
Text level three: sentence case; font size, color
Text level four: limited use
Text level five: limited use

9 July 2013
Employ a clear information hierarchy
Text content begins with the takeaway point

Takeaway point may be highlighted with an arrow graphic (see following
page)
Follow with concise, supplemental text

Limit the number of primary bullets: maximum of eight
Display limited supplemental facts
Move sentences or longer blocks of text to speaking notes

10 July 2013
Two-column text slide
Limited use of primary bullets Limited use of primary bullets

per slide per slide
No more than eight primary No more than eight primary
bullets for standard / lap bullets for standard / lap
presentations presentations
Secondary text OK Secondary text OK
Third level text OK Third level text OK
Limited fourth- Limited fourth-
and fifth level text and fifth level text

11 July 2013
Use a highlight box to emphasize content
A semitransparent highlight box may be placed behind text to

emphasize an important point
A highlight box can be any of the primary, secondary or extended colors in
a standard presentation
Highlight boxes can be up to 9 wide and are either left- or

right-aligned with the text placeholder
They may vary in height
TIP: Turn bullet off so bullet does not run into edge of
highlight box. Insert a tab to left-align highlighted text with
other text
Highlight box is aligned

with the bulleted text placeholder

12 July 2013
Set title and date in the footers
Customize footer, date and page

numbering information under the
[insert>header and footer] menu
Do not update this information on
the master pages
Set a fixed date under date
and time
Title and alternate title slides should
display the date
Chapter slides do NOT display
the date
Enter presentation name in the
footer space
Text slides generally display footer,
date and page number

13 July 2013
Line spacing
Lines are the base unit of

measurement for ALL line spacing
Do not use points
Correct line spacing is set for the auto
text placeholders in the template file
Select Line Spacing Options to configure
measurements
Default line spacing is set to 1.0 line
Default space before paragraphs is set
between
.5 and .3 lines depending
on text level

14 July 2013

Fonts
Colors
Slide Masters

15 July 2013
Verdana is the IMS Health PowerPoint font
When converting slides from existing

presentations, ALWAYS check for
other fonts
Select Replace>Replace Fonts on
Quick Access Toolbar
Select Replace Fonts to see if fonts
other than Verdana are contained in
the file
If so, replace incorrect fonts:
Pull down the tab under with,
scroll down to Verdana and hit
replace
Fonts in charts created in PowerPoint (with Microsoft Graph) or charts / tables linked to other applications, such as Word and
Excel, may have to be replaced manually in the native application

16 July 2013

Fonts
Colors
Slide Masters

17 July 2013
Color palette
The slide color scheme in the

PowerPoint template has been
customized to include the IMS
Health color palette
The key palette colors will ALWAYS
be in the same position in the
CUSTOM COLORS row in the pull-
downs menus when color is
present, eg Shape Fill and
Shape Outline, bucket fill, text etc
Colors can also be changed
manually as the palette is
expanded

18 July 2013
Color palette
Use the More

Colours option and
type in the code if a
color is missing

19 July 2013

Fonts
Colors
Slide Masters

20 July 2013
Slide masters and auto layouts
The master slides contain placeholders that

govern the look of an entire presentation:
The background color & design elements eg the IMS
Health logos
Content elements e.g. the position and formatting of
Text placeholders, footer information & slide
numbering
Inserting content in auto layout placeholders

keeps a presentation organized and consistent
from slide to slide
The templates utilize some of the default slide
auto layouts as is
Some slides are based on a default layout, but
modified
Content placeholders in slides not approved by
the IMS Health template often do not function
correctly and should not be used

21 July 2013

Fonts
Colors
Slide Masters

22 July 2013
IMS Health charts
The look of charts has been simplified to emphasize the

data and to follow the cleaner main Branding Guidelines
where charts are used in thought leadership materials
No 3-D effect
No gradient fills
Removal of gridlines and axis
Background color behind chart
Limit the amount of data
Plotting too many data points detracts from key takeaways
Limit the number of charts per slide
Too many charts on a single slide confuse the audience and
dilute the impact of the data
Column, bar and pie chart fills are always plotted
according to the slide color scheme

23 July 2013
Use IMS Health approved chart templates
After choosing a layout with the

chart icon in it click on it to add an
IMS Health approved chart
Template
Caution: Objects other than text
or tables that are contained within
placeholders often shrink to fit the
width of the placeholder, resulting
in a disproportionate display ratio
IMS Health custom color sets are
preset in the chart Templates, edit
colors as previously described
Position your charts in the Live
Area

24 July 2013
Column chart with explanatory text
Use the two-column text slide LIVE AREA

layout for chart with text FOR A CHART PAIRED
Type content in right text WITH TEXT
placeholder; adjust text size
and line spacing as necessary
Use position and size of left text
placeholder as a visual guide
for chart
Do NOT drag chart into
text placeholder
Avoid overly complex charts
when pairing a chart with
explanatory text
Source: 10pt preferred, never smaller than 8pt; bottom-aligned in text placeholder

25 July 2013
Table overview
Use the table styles layout

for full-page tables
The default is Light Style 2,
Accent 1 as seen on this page
Cells may be highlighted

with an approved
semitransparent color for
emphasis
Maintain consistent column
width, row height and text
inset
Limited number of tables
per page
3 max when displayed alone
2 max when paired with a chart

26 July 2013
Presentation extras

Converting slides to IMS Health format

27 July 2013
Keep animation of slide elements simple

Animate slide elements only if it helps to emphasize the main point of the
page
Do not use extreme animation effects, i.e., swivel or spiral
Use a consistent transition between slides

IMS preferred transition is fade or wipe right
Do not mix transition effects in the same presentation
Use multimedia effects sparingly

28 July 2013
Presentation extras


29 July 2013
The standard color palette is embedded in an Excel template

for consistent chart formatting across programs
Each format has its own template: one for standard presentations and one
for event presentations
Charts follow the same formatting rules as those in

presentations
No 3-D effect
No gradient fills
Import reformatted charts into PowerPoint

Do not paste as picture if the datasheet may need to be updated in the
future

30 July 2013
Creating charts in Excel
Launch Excel
When choosing Chart Type,
Select Templates and then
choose an IMS Health approved
chart template
Approved chart templates will
automatically use the IMS
Copy desired charts into
PowerPoint

31 July 2013
Converting charts in Excel
The color palette:

Open a new document based on
the IMS Health Standard
template
Open the existing Excel
document to be converted
Select the Chart and click
Change Chart Type > Templates
to select an IMS Health
approved template. The color
scheme will convert to the IMS
automatically
Note: A system administrator should load Excel color template into appropriate folder

32 July 2013
Presentation extras


33 July 2013
Converting slides to the IMS Health format
The amount of work involved in updating an

existing presentation to the IMS Health look is
always directly related to how extensively the slide
auto layouts, object placeholders and slide color
scheme were used in the original file
If default text placeholders / slide color scheme were not
used in creating the original file, conversion will be more
time-consuming
Make sure there are no legacy images, content or

clip art
Use approved icons and infographics
Use slide masters, auto layouts, the live area
and the slide color scheme to format and position
elements consistently
34 July 2013
Converting slides to the IMS Health format
Launch PowerPoint and open an

untitled presentation using the IMS
Health template
Use the Reuse slides facility in New
Slide to open your old presentation
to be converted
Click on insert slide or insert all
slides
Replace any incorrect fonts with
VERDANA
Charts / tables imported from Excel may
require additional attention to conform to
the IMS Health look

35 July 2013
Converting slides to the IMS format
After copying existing slides into the IMS

Health format, apply or re-apply the
appropriate slide auto layout to conform to
the IMS Health look
This can be done to multiple slides of the
same type simultaneously while in slide sorter
view
You can also click on the Design toolbar to
convert to IMS Consulting Group or IMS
Institute templates
Some reformatting will ALWAYS be
necessary when converting existing slides to
the IMS format
After conversion, review each slide in
slideshow mode [view>slideshow] to ensure
that text is aligned, and colors are correct IMS
Default Consulting
IMS
Institute
IMS Health Group

36 July 2013
Presentation extras


37 July 2013
To facilitate global exchange of information,

all presentation files are now set to the
same default size optimized for screen /
projection
Check that your document is set up for On-
screen Show (10W x 7.5H, or 4:3)
Design > Page Setup
Click OK when done
Set up your print dialog box
Go to Office Button > Print
NEVER choose Scale to fit paper as this will
stretch art / elements
Click on Properties or Options
Find the Paper Size dialog box and select A4

38 July 2013
Further details
Contact your local marcomms team or the Global Marketing team:

pjenner@imshealth.com

39 July 2013

IMS Health Essentials For PowerPoint - GUIDANCE - 2

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Essentials For PowerPoint - Guidance

Essentials For PowerPoint - Guidance

How to use a template

Essentials For PowerPoint - Guidance

Launch PowerPoint and choose the

Essentials For PowerPoint - Guidance

How to use a template

Essentials For PowerPoint - Guidance

The preference for date display

Essentials For PowerPoint - Guidance

Essentials For PowerPoint - Guidance

Preferred live area is shown by

Essentials For PowerPoint - Guidance

Limited use of primary bullets per slide

Essentials For PowerPoint - Guidance

Text content begins with the takeaway point

Follow with concise, supplemental text

Essentials For PowerPoint - Guidance

Limited use of primary bullets Limited use of primary bullets

Essentials For PowerPoint - Guidance

A semitransparent highlight box may be placed behind text to

Highlight boxes can be up to 9 wide and are either left- or

Highlight box is aligned

Essentials For PowerPoint - Guidance

Customize footer, date and page

Essentials For PowerPoint - Guidance

Lines are the base unit of

Essentials For PowerPoint - Guidance

How to use a template

Essentials For PowerPoint - Guidance

When converting slides from existing

Essentials For PowerPoint - Guidance

How to use a template

Essentials For PowerPoint - Guidance

The slide color scheme in the

Essentials For PowerPoint - Guidance

Use the More

Essentials For PowerPoint - Guidance

How to use a template

Essentials For PowerPoint - Guidance

The master slides contain placeholders that

Inserting content in auto layout placeholders

Essentials For PowerPoint - Guidance

How to use a template

Essentials For PowerPoint - Guidance

The look of charts has been simplified to emphasize the

Essentials For PowerPoint - Guidance

After choosing a layout with the

Essentials For PowerPoint - Guidance

Use the two-column text slide LIVE AREA

Essentials For PowerPoint - Guidance

Use the table styles layout

Cells may be highlighted

Essentials For PowerPoint - Guidance

Animations, transitions, sound and video

Essentials For PowerPoint - Guidance

Keep animation of slide elements simple

Use a consistent transition between slides

Use multimedia effects sparingly

Essentials For PowerPoint - Guidance

Animations, transitions, sound and video

Essentials For PowerPoint - Guidance