Insight
Storyboards and the Process of Presentation Design
By Nancy Duarte
Excerpted from Presentation Zen: Simple Ideas on Presentation Design and Delivery by Garr Reynolds (New Riders)
Dateline: April 4, 2008
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Nancy Duarte is CEO of Duarte Design, the world’s leading presentation design firm. Clients include Al Gore and the biggest companies in Silicon Valley and beyond.
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Much of our communication today exhibits the
quality of intangibility. Services, software, causes,
thought leadership, change management, company
vision—they’re often more conceptual than
concrete, more ephemeral than firm. And there’s
nothing wrong with that. But we regularly struggle
when communicating these types of ideas because
they are essentially invisible. It’s difficult to share
one’s vision when there’s nothing to see. Expressing
these invisible ideas visually, so that they feel
tangible and actionable, is a bit of an art form, and
the best place to start is not with the computer. A
pencil and a sheet of paper will do nicely.
Why take this seemingly Luddite approach?
Because presentation software was never intended
to be a brainstorming or drawing tool. The
applications are simply containers for ideas and
assets, not the means to generate them. Too many
of us have fallen into the trap of launching our
presentation applications to prepare our content. In
reality, the best creative process requires stepping
away from technology and relying on the same
tools of expression we grew up with—pens, pencils,
crayons if you’re into hardcore regression. The goal
is to generate ideas—not necessarily pictures yet—
but lots of ideas. These can be words, diagrams or
scenes; they can be literal or metaphorical; the only
requirement is that they express your underlying
thoughts. The best thing about this process is that
you don’t need to figure out how to use drawing
tools or where to save the file. Everything you
need you already have (and don’t say you can’t
draw; you’re just out of practice). This means you
can generate a large quantity of ideas in a relatively
short amount of time. And that’s what we’re going
for right now: quantity.
For me, one idea per sticky note is preferable.
And I use a Sharpie. The reason? If it takes more
space than a Post-it and requires more detail than
a Sharpie can provide, the idea is too complex.
Simplicity is the essence of clear communication.
Additionally, sticky notes make it easy to arrange
and re-arrange content until the structure and
flow feels right. On the other hand, many people
on my team use a more traditional storyboarding
approach, preferring to linearly articulate detailed
ideas. That’s fine, too. The point is not to prescribe
exactly how to work, but to encourage you to
generate a lot of ideas and to do so quickly.
Often ideas come immediately. That’s good, but
avoid the potential pitfall of going with the first
thing that comes to mind. Continue to sketch and
force yourself to think through several more ideas.
It takes discipline and tenacity—especially when
it feels like you solved it on the first try. Explore
words and word associations to generate several
ideas. Use mind mapping and word-storming
techniques to create yet more ideas (digital natives
might prefer mind mapping software for this phase).
Stronger solutions frequently appear after four or
five ideas have percolated to the top. Continue
generating ideas even if they seem to wander down unrelated paths; you never know what you
might find, after all. Then, once you’ve generated
an enormous amount of ideas, identify a handful
that meet the objective of the vision or concept
you’re trying to communicate. It matters less what
form they take at this point than that they get your
message across.
By the way, cheesy metaphors are a cop-out. If
you feel tempted to use a picture of two hands
shaking in front of a globe, put the pencil down,
step away from the desk, and think about taking
a vacation or investigating aromatherapy. Push
yourself to generate out-of-the-box ideas. Take
the time and spend the creative energy because
the payoff will be a presentation people not only
remember, but one they take action on.
Now, begin to sketch pictures from the ideas.
These sketches become visual triggers that spark
more ideas. The sketching process should be loose
and quick—doodles really. Search through stock
houses, magazines, even YouTube for images and
vignettes to reference while sketching. Generate
as many pictures as you can, and while that’s
happening start to think about layout to ensure
that the elements work spatially on a slide. In this
way, sketching serves as proof-of-concept because
ideas that are too complex or time consuming
or costly will present themselves as ripe for
elimination. Don’t worry about throwing things
away‐that’s why you generated a lot of ideas in
the first place. In fact, you’re ultimately going to
have to throw all of them away except for one
(designers recognize this as the destructive aspect
of the creative process; it’s a good thing).
Some of the ideas you generate may require
multiple scenes built across a few slides versus
a snapshot on a single slide. On the other hand,
sometimes it’s as simple as using the perfect
picture or diagram. Getting your great idea across
might require that you manipulate an image, create
a custom illustration or produce a short video.
Focus on whatever works best, not on the idea
that’s easiest to execute. Now, find a colleague and
walk them through your sketches. Have them give
you feedback on what works best in the context of
your audience and personal style. They’ll likely have
insights that will improve your idea.
Here’s where it gets a bit more difficult.
Depending on the concept you’ve identified as the
one best suited to convey your idea, you may or
may not have the skills to execute the idea digitally.
Be prepared to enlist the help of a designer (you
did plan far enough ahead to make sure you’ve got
one available, right?) There’s no shame in seeking
professional help, after all; what’s important is
effective communication, regardless of whether or
not you have the skill set to execute it.
Insider Tip 1: If you prefer the storyboarding
approach, streamline it by creating six blank text
slides in your master template. Print them out as
6-up handouts and you’ll have a master storyboard
sheet with miniature blank slides in the correct
aspect ratio. Each slide contains the graphical
background elements from your template, and
anything you sketch would be within the framework
of any visual brand elements in your template.
Insider Tip 2: When sketching for a client, it’s
important to listen to what they say, but it’s more
important to identify the underlying intent of what
they didn’t say. Sketch while they talk so they can
see how their words are being interpreted. Try to
sketch three unique ideas that accurately reflect
their content.
Below are sample sketches from Duarte Design giving a glimpse of how pros refine the
visualization of their ideas on paper before creating slides in software.





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