OKAI GOOkanagan AI Growth Opportunities

Lesson 4 · Templates

Create your own template and conversion instructions

Turn a piece of your own work into a PowerPoint deck or a webpage, then save the design choices you’d use again.

What you’ll do

What you’ll need

You’ll need:

  • An AI tool such as ChatGPT or Claude that can create the requested file.
  • A Word document you want to convert.
  • For the PowerPoint guide, PowerPoint installed to open, inspect and edit your presentation.

If you don’t have your own source file that you want to work from, you can use the supplied 4Ds framework file.

Planning a PowerPoint presentation

Think of a talk you actually need to give. Who will be there, and what should they understand or be able to do afterward? That gives you a starting point for two decisions you can make independently.

Content and appearance decisions lead to the finished slides.
Content and appearance decisions lead to the finished slides.

What will the slides say?

A report can supply the material without dictating the order of your talk. For a five-minute briefing, for example, you might open with the decision you need from the group, put two options on the next slide, and keep the background in your speaker notes. Ask AI to propose that sequence, or mark the slide breaks yourself if you already know how you want to tell the story.

Starting with an idea? Write a working title and a few bullets for each point you want to make. If the ideas are still rough, ask AI to interview you about the topic and turn your answers into an outline. Read the titles in order. Can someone follow the argument? Once the sequence works, decide how much of the explanation people need on screen.

What will people see?

You can give AI room to design the appearance of the whole deck, specify a few preferences, or ask it to follow a precise format. If you don’t usually design slides, let AI have a shot at the visual design based strictly on your slide plan or content. Once you see how it arranges the text and what it draws attention to, you can decide what you’d change.

Five design approaches

ApproachWhat you give AIWhen it helps and what you can reuse
1. No design directionYour reviewed plan and audience. AI chooses the look.Get a first draft to compare with later versions.
2. Colours and fontsThe colours and fonts you want, with a job for each.Give slides a familiar look. Save the prompt for your next deck.
3. Slide typesColours, fonts and a few rules for choosing layouts.Guide recurring choices, such as how to show a process. Keep the rules in a prompt or Project.
4. A reusable deck templateAn editable template, short design rules and any approved assets.Match a specific format across presentations. Keep the files and instructions in a Project.
5. A skillA packaged set of instructions, reusable assets and optional checks.Build decks with the same assets and checks each time.

The five approaches are alternatives. More design direction is useful only when it improves the result for your audience.

Open a guideWhat you’ll find
PowerPoint guidePrepare a plan, choose an approach, copy the prompt, check and save your deck.
Webpage guidePrepare your content, choose an approach, build a page and test it with a reader’s task.

Prompts and example files

Use these links to find and copy a prompt. Replace any square-bracket placeholders before sending it.

Browse all example files and downloads
FileChoose it when…
Four Ds source · WordYou want AI to propose the slide breaks.
Four Ds with slide breaks · WordYou want to keep a planned sequence.
Four Ds plain slide outline · PowerPointYou want to edit the slide content directly before designing it.
Source-to-slide-plan guide · PDFYou are working with a longer document.
Eight slide-type examples · PowerPointYou want to see the layouts described in Approach 3.
Editable layout template · PowerPointYou want a starting template for Approach 4.
Four Ds example webpageYou want to inspect a finished HTML example.
HTML templateYou want a starting page design to reuse.
Webpage design rules · Project instructionsYou want to save the webpage setup in a Project.