| name | presentation-builder |
| description | Base consulting PowerPoint generation skill. Use when the user asks for a PPT, presentation deck, executive briefing, proposal, project update, workshop material, roadmap deck, review deck, or client-ready slide deliverable. Provides reusable storyline presets and template guidance for strategy, proposal, and project-update decks. |
Presentation Builder
This is the base Skill for consulting-style PowerPoint deliverables. It turns rough content, project context, client notes, or strategic analysis into a structured, editable PPT deck.
It is distilled from the stabilized digital-strategy PPT generation pattern: template-first rendering, chapter dividers, action-oriented titles, one-sentence page leads, rich body content, and management-grade evidence/action layers.
When To Use
Use this Skill for:
- Executive briefings
- Strategy decks
- Client proposals
- Project update decks
- Steering committee materials
- Workshop decks
- Roadmap or implementation plans
- Review and retrospective decks
If the request is specifically about digital transformation strategy, use digital-strategy for the strategy content and this Skill's PPT standards as the presentation layer.
Workflow
- Clarify the decision purpose and audience.
- Select a deck preset:
strategy, proposal, or project-update.
- Build a slide-by-slide storyline before calling the PPT tool.
- Use action-oriented slide titles.
- Fill each slide with enough evidence, assumptions, implications, and next actions for management discussion.
- For every business page, include four layers: conclusion, evidence/assumption, management action, and risk/trade-off/decision.
- Call
generate_ppt_from_skill with skill_name: "presentation-builder".
Page Format Rules
Use slide types intentionally:
title: chapter divider or major transition page, not a normal content page.
content: one clear argument with 4-6 bullets. Use for executive answer, context, findings, recommendations, risks, and decisions.
two_column: comparison pages such as current vs target, option A vs option B, issue vs action, plan vs actual, scope vs deliverables.
roadmap: phased plan. Use left_content, content, and right_content for three phases.
matrix: prioritization or portfolio logic. Use short labels and a bullet explanation.
kpi: KPI dashboard or value scorecard. Use 3-5 metrics in bullets if structured metric fields are unavailable.
risk: risk and mitigation page.
next_steps: execution actions with owners, timing, and decision needs.
Formatting constraints:
- Do not put more than 6 bullets on one page.
- Keep bullets concise: one idea per bullet, preferably under 22 words.
- Avoid paragraphs inside slide content. Split paragraphs into bullets.
- Add a chapter divider every 4-6 business pages for decks longer than 10 slides.
- Prefer 2-column layouts when a page naturally contains contrast, trade-offs, or ownership split.
- Keep one language per deck. For Chinese requests, use Chinese slide titles, bullets, section names, chart labels, and action labels; avoid English defaults unless the user asks for bilingual material.
- Clean Markdown before calling the PPT tool. Do not send raw
# headings, **bold**, Markdown tables, block quotes, or long prose into slide fields.
- Use varied page families deliberately:
roadmap for phased plans, matrix for prioritization, kpi for scorecards, risk for risk registers, and next_steps for action plans.
- Do not leave placeholder bullets like "TBD" or "more analysis needed"; write the exact assumption or evidence gap.
Deck Presets
strategy
Use for strategy recommendations, transformation plans, market entry, growth, operating model, and roadmap decks.
Recommended structure:
- Executive Answer
- Strategic Context
- Current State vs Target State
- Strategic Options
- Recommended Path
- Initiative Portfolio
- Roadmap and Investment Logic
- Governance, KPI and Next Steps
Suggested format:
- Use
title for "Strategic Direction" and "Roadmap and Governance" dividers.
- Use
two_column for current vs target and option trade-offs.
- Use
roadmap for implementation path.
- Use
kpi for success metrics.
- Use
next_steps for management actions.
proposal
Use for client proposals and commercial materials.
Recommended structure:
- Client Situation and Need
- Our Understanding of the Challenge
- Proposed Approach
- Scope and Deliverables
- Team, Timeline and Ways of Working
- Commercials, Risks and Next Steps
Suggested format:
- Use
title for "Client Need", "Proposed Solution", and "Mobilization".
- Use
two_column for scope vs deliverables and client role vs consulting team role.
- Use
roadmap for timeline.
- Use
risk for delivery risks and mitigations.
project-update
Use for project status, steering committee updates, and delivery governance.
Recommended structure:
- Executive Status
- Progress vs Plan
- Workstream Highlights
- Risks, Issues and Decisions
- Value and Adoption Signals
- Next Steps
Suggested format:
- Use
two_column for progress vs plan.
- Use
risk for risks, issues, and decisions.
- Use
kpi for value and adoption signals.
- Use
next_steps for the next action cycle.
Quality Standard
- Default to 10-16 slides unless the user asks otherwise.
- Every slide needs an action-oriented title and 3-6 substantive bullets.
- Each content slide should contain at least one of: evidence, implication, decision, risk, owner, KPI, or next action.
- Every management-facing slide should be able to stand alone: a partner should understand the recommendation, basis, owner, and decision need without reading speaker notes.
- Prefer concrete numbers and ranges when exact data is missing: timeline, impact range, investment envelope, adoption target, KPI baseline, risk threshold, or stage-gate criteria.
- Avoid generic filler such as "validate with stakeholders" unless paired with the specific question, evidence source, or decision.
- Prefer
two_column for current vs target, issue vs action, option comparison, or plan vs actual.
- Keep slides client-ready and editable; do not output screenshots or image-only decks.
PPT Tool Call
Always use the base Skill name and pass the preset:
{
"skill_name": "presentation-builder",
"deck_type": "strategy",
"title": "[Deck Title]",
"subtitle": "[Optional subtitle]",
"slides": [
{
"type": "content",
"title": "Executive Answer",
"content": "- Recommendation and why it matters now\n- Evidence or assumption behind the recommendation\n- Management implication for scope, funding, or ownership\n- Decision required in this meeting"
},
{
"type": "two_column",
"title": "Current State vs Target State",
"left_content": "Current state\n- ...",
"right_content": "Target state\n- ..."
},
{
"type": "roadmap",
"title": "Three-Phase Implementation Roadmap",
"left_content": "Phase 1\n- Foundation actions\n- First proof points",
"content": "Phase 2\n- Scale validated moves\n- Build governance rhythm",
"right_content": "Phase 3\n- Institutionalize capabilities\n- Optimize value realization"
}
]
}
Template Guidance
The base template can reuse the digital-strategy PPT template until a dedicated presentation-builder template library is added. Future template variants should include:
strategy
executive-briefing
proposal
project-update
workshop
roadmap
review
research-report
one-page-summary
training
Capability Upgrade
Mode Selection
- Quick: 生成 8-12 页结构清晰的初稿或 slide outline。
- Standard: 生成 15-25 页咨询级 PPT,包含 storyline、页面结构和视觉建议。
- Deep: 结合客户记忆、项目文档、知识库案例、数据表和品牌要求,生成可评审的完整 deck plan。
Storyline Gate
生成 PPT 前必须先确认:受众是谁、他们要做什么决策、核心结论是什么、证据链如何展开、下一步行动是什么。没有 storyline 的内容不能直接进入页面生成。
Quality Gates
Consulting Excellence Layer
Deck Narrative Archetypes
Choose one narrative before building pages:
| Archetype | Use When | Typical Flow |
|---|
| Recommendation | User needs a decision | Answer → evidence → options → recommendation → action |
| Diagnosis | User needs problem clarity | Symptoms → root causes → implications → priorities |
| Transformation | User needs roadmap | Ambition → current gap → target model → roadmap → governance |
| Investment | User needs funding / deal decision | Thesis → market/value → risks → financials → decision |
| Project Update | User needs steering | Progress → issues → decisions → next milestones |
Slide Evidence Standard
Every analytical slide should contain:
- Message title.
- One primary visual structure.
- Evidence or assumption.
- Management implication.
- Decision or next action.
If a slide has only descriptive bullets, upgrade it into a table, matrix, roadmap, KPI view, operating model, risk register or decision page.
Page Type Library
Use these page types deliberately:
- Issue tree.
- Current vs target.
- Pain point heatmap.
- Value pool.
- Option comparison.
- Prioritization matrix.
- Operating model.
- Roadmap.
- Investment case.
- Risk and mitigation.
- Governance cadence.
- 30/60/90 day plan.
Executive Deck Quality Bar
A strong consulting deck can be read in two modes:
- Skim mode: titles alone tell the story.
- Review mode: body content contains enough evidence for discussion.
If titles do not form a logical storyline, revise titles before generating PPTX.
Deliverable Catalog
| Deliverable | When to use | Minimum content | Format |
|---|
| Storyline one-pager | 生成 PPT 前 | 受众、决策、核心结论、章节逻辑、关键证据 | Markdown |
| Slide-by-slide outline | 用户要 PPT 大纲 | 页标题、key message、内容要点、视觉建议、speaker note | Markdown |
| Executive deck | 高管汇报 | 结论、证据、选择、路线图、风险、决策请求 | PPT |
| Proposal deck | 售前提案 | 背景、诊断、方案、工作计划、价值、团队、下一步 | PPT |
| Board / IC pack | 董事会或投委会 | 投资/战略命题、关键假设、风险、财务、决策事项 | PPT |
| Workshop deck | 工作坊 | 目标、议程、输入材料、讨论页、练习、输出模板 | PPT |
| Project update deck | 项目周/月报 | 进展、成果、风险、决策请求、下阶段计划 | PPT |
| One-page summary | 快速同步 | 一页结论、关键数据、行动项和风险 | PPT / PDF |
| Speaker notes pack | 用户需要讲稿 | 每页讲述逻辑、转场、强调点和可能问题 | Markdown / PPT notes |