Review: iPad note taking

Handwritten notes are very important in presentation design. I use 2 kinds:
  1. A very small note book with a beautiful leather cover to take meeting notes
  2. The back pages of old print out for slide design (I take more pages out than I add, the pile is shrinking fast)
For writing I use my favorite pencil: the Lamy 2000 (review).

Let’s look at application 1 first: meeting notes

Although I love my luxury micro note book, there is a big problem with analogue note taking: finding stuff. Since you write sequentially, and often use poor handwriting, it is hard to access notes that are part of a specific project (I can have more than 10 things going on at the same time).

Digital note taking on an iPad can solve this: simply create a note book for every project.

The key problem is the iPad-hand interface. Steve Jobs always was against using a styles, he correctly reminded us that we have 10 of them already. That is true for navigation, but not for writing large pieces of text (fast). The biggest problem is seeing what you do. Big fingers are getting in the way of your eyes, leading to illegible scribbles. And after a while you get tired of holding your finger straight. So there is no escaping from a style.

An iPad stylus needs to have a fat tip with a soft surface, mirroring the texture of a human finger. The resulting line can still be highly thin though, getting drawn at the center of impact of the soft tip. To show this effect, see fashion designer Karl Lagerfeld sketch drawings live on stage during the LeWeb 2011 conference in Paris last year (skip to 19:50).



At the moment, I am using the Cosmonaut, but I think it is too fat for my personal taste, and I do not like the plastic/rubber grip. I am curious to find one that enables you to see what you write using glass, but it comes at a price according to these iPad stylus reviews.

Back to the iPad apps. I installed and tried a bunch of them: Notability, Notes Plus, Note Taker HD, and Penultimate. Penultimate is by far the simplest one, and that is exactly the reason I like it best.

First of all the hand writing works best (at least for a left-handed person writing with a Cosmonaut. Other apps use a combination of text typing and handwriting, or have more sophisticated interfaces for handwriting (a magnifying glass that allows you to write big, but the words get stored smaller). But I think this is not the point of handwriting notes: you scribble, you draw, you write, you sketch. Hand writing is fast because it is visual, not organized, and you can use your own short cuts and abbreviations. Adding a cluttered user interface full of advanced features misses the point.

It is amusing to see that handwriting on the iPad makes you go back to that handwriting style you learned as a six-year old, when the teacher made sure you did not have to lift the pen from the paper in a word. I half-forgot how to use that technique.

The other thing to get used to is that as you write in very big fonts on your iPad, people sitting around you are likely to be able to read your notes (if your hand-writing is decent). So your note-taking privacy is pretty much gone, no more comments about how boring the meeting is...

Penultimate misses a lot of features that I do not need, but it should put in one: the ability to create folders and organize notebooks. Also, I wonder how much storage all these notes will take up. I am not sure whether each page gets stored as a full HD PNG image, these will be especially large for the new iPad retina display. And finally, it would be nice to be able to at least read my notes on my iPhone without having to go through Dropbox.

In short, Penultimate is my favorite for meeting notes.

Now about slide sketches (application 2). I will try over the coming weeks to use my note taking app. It has the advantage of a good eraser, so I do not need to use 5 sheets of paper for one slide design, and I can keep the designs organized.

A few months ago I reviewed the Wacom Inkling, a tool that enables you to store sketches made with a regular pen digitally. I voted with my feet, and I have not found myself using it very much. I guess the disconnect between drawing and seeing the actual result electronically makes it hard to integrate it into my workflow.

Do you have experience with handwriting and note taking apps?

Tables as grids for logo pages

Organizing a messy page full of logos into an neat grid can be a pain. Most of the time, I use a simple PowerPoint table to do this. Figure out the required number of rows and columns, draw a table, reformat to a white background with very thin grey separator lines. Now you can plop in the logos in the right position, and best of all, if you have to insert/delete rows/columns, the grid gets adjusted in a second.

(An earlier post about designing good logo pages)

Video in a webinar?

The big problem in webinars and web meetings is the upload bandwidth. If you are running the presentation live from your computer, then the speed at which attendees can download your high-res images, video, or animations is the speed of your upload connection which in most cases will not be much more than 1Mbps. Download speeds are much higher (I have gone up to 50Mbps recently).

 The solution for this would be to upload the bandwidth-heavy content beforehand to a server, and only use your live upload connection for the audiotrack. Some web meeting solutions such as SalesCrunch (disclosure, a client) allow you to upload presentations beforehand. But video does not work (yet). Do any of you know a solution or a workaround that allows me to use video in a live webinar?

P.S. An earlier post about how I use an iPad to log in as a participant to monitor what my audience is seeing during a webinar.

Videos in PowerPoint / Keynote

Here is the easy way to embed a video in PowerPoint or Keynote:
  1. Simply drag the file into your slide, done.
  2. Resize the video so that it fits neatly on the slide.
  3. Play the video until you hit the scene that you want to use as your place holder image. Hit pause.
  4. In PowerPoint: choose format movie, poster frame, current frame.
  5. In Keynote: select the movie, go to the inspector, hit the far right Quicktime icon and slide the poster frame slider to the desired location.
There are more advanced control features available, but these basics should do for most users.

Hard stats on effective meetings

SalesCrunch (disclosure a client) is an online meeting platform that gives your real, hard statistics about how effective your meetings are: how many people pay attention, what % of your presentation is read, etc.

They analyzed the aggregate statistics of their entire client base and boiled the data down in an infographic. The key points will not surprise regular readers here: shorter meetings are better, shorter decks are better, and listening is better than doing all the talking. But for the first time, everything is backed up by hard data. Download the high-res version of the infographic here.

What is my client work?

For a client proposal, I had to go back over the past 12 months and see what is the sort of work I do. Here is a breakdown in number of projects (can still be different from hours spent). The majority of my work is in investor and business development presentations for the high-tech industry (including biotech and medical devices).


So what do you do?

This tweet by Michael Arrington says it all: investors are human, take it slowly and answer the very first thing what is on their mind: what is it that you are actually doing. You might have been working on this startup for months now, an investor hears about it for the very first time. You suffer from the Curse of Knowledge, and remember, an audience who is guessing what you do in the back of the mind is not paying attention to all the other things you want to say.


Michael tried reading the deck twice, most investors will not do that.

Trees!

Photographs with a strong perspective are always the most interesting ones to use in a presentation. See the example below. Strong lines leading to a bright spot that almost makes you squint. When adding PowerPoint objects make sure to align them properly with the flow of the image.

In Munich next week

I will be heading to Munich (again) next week to speak at a conference about investor and sales presentations. Ping me if you want to say hi.


Image by Storm Crypt

Everyone is a photographer

The wide-spread use of smartphones has given almost anyone a camera in their pocket, all the time. So it has become really easy to collect some great pictures for your company presentation, even at the last minute. You could take them yourself, or email a colleague in a remote office to go out on a photo shoot. The images you are likely to get are going to be far better than the shot of the corporate logo behind the reception desk.
  • A group shot of the team replacing high school year book mug shots of the management team
  • Your products on display in a store
  • People having coffee at the annual sales rep gathering
  • One of your (branded) trucks driving off full of product in the early morning
  • The 1 liter bottle filling line in full swing
  • A store front of your New Delhi shop
  • A downtown billboard with an ad for your company on it (not the ad itself)
  • A hazy shot of the rock concert you sponsored last year
Even if you cannot use all these images as slides in your deck,  these photos can make great backgrounds for separator pages that divide up the sections of your deck.

Reinforcing loops

At McKinsey, we used to call this Business Dynamics, mapping reinforcing and opposing forces using arrows. The concept is borrowed from systems theory in mathematics and physics. These circles can make a great chart to show the main growth drivers behind your business.


The notorious US army spaghetti chart is a more complicated execution of the same principle. Contrary to many critical review, I actually liked it as a visualization of the incredibly complex situation over there.

PowerPoint for Mac color rendering

If you cannot get excited about color rendering in software, please skip this post.

There is something weird in the color rendering of Microsoft PowerPoint 2011 for Mac. First, text and shapes get treated differently. If you make the text and the background the same color, the text will appear different. At first it looks like to be designed on purpose. But the adjusted color is actually a bit off on the hue spectrum, creating color clashes. See the example below.



Maybe there is a problem inside the software though. Look at the screen shot below of a presentation in presenter mode. I copied 2 exactly the same slides and you can see that the preview of the second (identical) slide pulls the blue into same purple direction as the text in the previous example. There must be more than one color rendering engine inside PowerPoint.



PowerPoint 2010 for Windows does not suffer from this, and I hope that Microsoft will fix it in a subsequent update (even it was done on purpose). If I want my text to stand out on a background, I want to freedom to decide myself what colors to pick.