PowerPoint Template Redesign for Summit Capital Partners
PowerPoint Template Redesign for Summit Capital Partners
A modern, brand-aligned PowerPoint presentation for internal and external stakeholders.
A modern, brand-aligned PowerPoint presentation for internal and external stakeholders.
Year:
2024
Client:
Summit Capital Partners
My Role:
Presentation Designer
Template Designer
Tools Used:
PowerPoint
Keynote
Excel
Output:
Art Direction
Presentation
Project Overview
Project Overview
Summit Capital Partners needed a refreshed, visually engaging quarterly earnings report presentation that clearly communicated key financials, growth metrics, and strategic highlights, while aligning with the company’s brand and tagline: Climbing Higher Together.
Summit Capital Partners needed a refreshed, visually engaging quarterly earnings report presentation that clearly communicated key financials, growth metrics, and strategic highlights, while aligning with the company’s brand and tagline: Climbing Higher Together.
Goals
> Modernize the existing PowerPoint template and presentation style.
> Make complex financial data visually clear and easy to follow.
> Ensure consistency with the company’s brand and messaging.
> Create a versatile template usable for future reports and updates.
> Modernize the existing PowerPoint template and presentation style.
> Make complex financial data visually clear and easy to follow.
> Ensure consistency with the company’s brand and messaging.
> Create a versatile template usable for future reports and updates.
Design Process
Design Process
Research
I began by analyzing the old template and gathering feedback from stakeholders on pain points and preferences.
Next, I redesigned the slide master and layouts in PowerPoint, establishing consistent typography, colors, and data visualization styles.
Charts and key metrics were reworked to highlight the most important insights while maintaining readability.
I also incorporated the brand tagline (“Climbing Higher Together”) into the narrative and design to enhance emotional engagement.
I began by analyzing the old template and gathering feedback from stakeholders on pain points and preferences.
Next, I redesigned the slide master and layouts in PowerPoint, establishing consistent typography, colors, and data visualization styles.
Charts and key metrics were reworked to highlight the most important insights while maintaining readability.
I also incorporated the brand tagline (“Climbing Higher Together”) into the narrative and design to enhance emotional engagement.
Flow & Logic
After prioritizing the most impactful metrics, I developed a clear narrative structure:
Executive Summary → Income Trends → Key Ratios → Operating Efficiency → Customer & Asset Growth.
This storyline allowed stakeholders to follow the results logically and easily.
After prioritizing the most impactful metrics, I developed a clear narrative structure:
Executive Summary → Income Trends → Key Ratios → Operating Efficiency → Customer & Asset Growth.
This storyline allowed stakeholders to follow the results logically and easily.
Design
I crafted a cohesive slide template with strong typography, subtle brand motifs, and clean charts. I focused on readability, using simple visualizations to highlight the “so what” behind each figure. Throughout the project, I incorporated feedback from the client, refining both visuals and messaging to improve clarity and emphasis.
I crafted a cohesive slide template with strong typography, subtle brand motifs, and clean charts. I focused on readability, using simple visualizations to highlight the “so what” behind each figure. Throughout the project, I incorporated feedback from the client, refining both visuals and messaging to improve clarity and emphasis.
Outcomes
Outcomes
> Delivered a clean, modern PowerPoint template with updated visual language.
> Key metrics and charts redesigned for clarity, showing quarterly revenue, net income trends, ROE, operating expenses, customer & asset growth.
> Enhanced brand alignment with bold visuals and the “Climbing Higher Together” theme.
> The updated template improved team confidence and received positive feedback during the earnings call.
> Delivered a clean, modern PowerPoint template with updated visual language.
> Key metrics and charts redesigned for clarity, showing quarterly revenue, net income trends, ROE, operating expenses, customer & asset growth.
> Enhanced brand alignment with bold visuals and the “Climbing Higher Together” theme.
> The updated template improved team confidence and received positive feedback during the earnings call.