How to Design Proposal Presentation Templates for Your Team

Technique 1 – Define the Slide Structure

Problem: Without a defined structure, decks become inconsistent and hard to follow.

Fix: Build a standard sequence of slides—cover, agenda, solution overview, implementation, risks, value, and Q&A—to give your team a clear presentation flow.

Technique 2 – Lock in Font and Sizing Standards

Problem: Inconsistent typography weakens visual hierarchy and looks unprofessional.

Fix: Set clear font rules (e.g., Montserrat Bold 32pt for headings, 18pt minimum for body text) and apply them across the master slides. Use sentence case and 1.2x line spacing for readability.

Technique 3 – Use Orientation Tabs for Navigation

Problem: Evaluators lose track of where they are in the presentation.

Fix: Add navigation tabs or section headers that indicate which part of the deck you're in. Tabs should be visible on every slide, with the current section highlighted.

Technique 4 – Build Sizing and Safe Zones into the Layout

Problem: Content feels cramped or misaligned, especially on shared screens or printouts.

Fix: Use a built-in grid with 1" margins, safe zones for titles and content, and placeholders that guide layout without overcrowding.

Technique 5 – Standardize Headers, Footers, and Slide Labels

Problem: Key information like slide numbers, opportunity titles, or section names are often forgotten.

Fix: Use consistent headers/footers that include the opportunity name, section tabs, slide number, and your logo or compliance note.

Bonus Tip – Include Pre-Built Visual Prompts

Fix: Give your team plug-and-play templates for common visuals—like process diagrams, timelines, icon rows, and win theme callouts—to reduce confusion and speed up slide creation.