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SCHEMATIC REPORTS Center for Professional Communication.

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Presentation on theme: "SCHEMATIC REPORTS Center for Professional Communication."— Presentation transcript:

1 SCHEMATIC REPORTS Center for Professional Communication

2 Schematic Reports  Present arguments in a visual and creative way  The pages have a presentation-like style rather than a pure narrative style  Mix of narrative and visuals  This style emphasizes pictures, tables, charts, and images rather than relying on words alone  The pages are produced using presentation software such as PowerPoint

3 Designing & Creating the Schematic Report

4 Style  Focus on graphical elements:  Tables  Charts  Images  Strong graphical design  But, do not ignore text altogether  Every page should contain at least 25-50% text  Narrative text font size 11 or 12 pt.

5 Style  Remember: The report is intended to be read, not listened to  You will not be present to explain what a graph or table means  Thus, the report must be more explicit than slides accompanying an oral presentation

6 Style Rule of Thumb Each slide should have: 25% white space (margins) 25 to 50% text 25 to 50% graphics

7 Format & Layout  Create a design template 4 rules for design Organization Elements Navigation Headings Portrait versus landscape?

8 Create the Design Template  Use the 4 Rules of Design  Make a few basic decisions and stick to them  You may use company colors and logo  Use PowerPoint to create your report  Use one of the templates  Office Button  New  Presentations  Business  Pitchbook  OR create your own using slide master  Design  View  Slide Master

9 Contrast  The basic rule: If two items are not exactly the same, then make them really different  Adds visual interest  Aids in organization of information

10 Repetition  Unify  Add visual interest  Help readers understand information more efficiently  The key is consistency  Design templates in reports and presentations are examples of the repetition principle

11 Alignment Unify l Connect and Interrelate l Organize Avoid  Using too many different alignments on a page  The center alignment habit  Nothing should be placed on the page arbitrarily  Every element should have some visual connection with another element on the page

12 Proximity  Organize  When several items are in close proximity to one another, they become one visual unit  Items relating to each other should be grouped  Avoid too many separate  elements on a page  Count visual units: 3-5





17 Organizational Elements  An important aspect of the design template is an area (or areas) designed to help the reader:  Assess current location  Easily find other locations  Organize the sections  Page numbers are the simplest example  Section numbers, headings, headers and footers are other examples  Navigation bar  Fly Pages

18 Navigation tools  Help the reader navigate through the report  Where you are  Where you have been  Where you are going  Makes the structure clear on every page  Navigation bar should include all level one headings

19 Rules for Headings  Headings are NOT part of the text  Headings must never be complete sentences  Headings must be self-explanatory  Headings must be both precise and concise  Headings should not be overly fussy or cute  Headings often benefit from a different font  Headings should have parallel structure

20 Schematic Style Professional Reports © Robert Heckman Navigation Bar Heading 1 Heading 2 Heading 3

21 Navigation Bar Heading 1 Heading 2

22 Fly Out Pages: Transitions  Fly pages create a clear break between main sections of the report  Provide a transition between sections  Provide overview of the proceeding section  Use title slides to create fly pages  Same style as title page

23 Schematic Style Professional Reports © Robert Heckman



26 Portrait or Landscape  More familiar reading style  Easier to present textual blocks  Better for double duty (stand-up presentations)  Can be better for graphical elements (complex graphics are often horizontal) PortraitLandscape

27 Schematic Style Professional Reports © Robert Heckman


29 Final Thoughts  Think through your design  Think through your structure  Be consistent  Be professional  Schematic reports are meant to be read: explain the take away from your graphs  Use the template as a guide  EDIT, EDIT, EDIT!

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