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Laws & Rules

Evidence-Based Human Factors Guidelines for


PowerPoint Presentations

B Y F R A N C I S T. D U R S O , V L A D L . P O P, J O H N S . B U R N E T T, & E R I C J . S T E A R M A N

Tips for improving comprehensibility of slide presentations are drawn from human
factors/ergonomics research.

F
We have all experienced the presenta- empirical studies have investigated the
or 30 years, Microsoft PowerPoint tion that falls short of clarity because of HF/E of hard copy and computer displays,
has been available to aid in the poor choices in the design of the far fewer studies directly assess the HF/E of
transfer of ideas in virtually every PowerPoint slides. There are many reasons projected presentations. In this article, we
professional and pedagogical that a presentation may be unclear or use principles developed for nonprojected
venue. Although important work uninteresting. Indeed, experienced present- text and cautiously generalize to
is being done to investigate other means of ers know that the PowerPoint slides are projections.
idea transfer (e.g., Miller et al., 2008), only a supplement to the presentation, not In an effort to make this report easy to
PowerPoint is the primary medium and is the presentation itself. In addition to expe- use, we report advice in boldface type, with
likely to remain so for some time to come. rience, other sources (e.g., Toastmasters, relevant points to the discussion made
The Microsoft program gives the rhetoric analysis) are available to aid the afterward in plain text. On occasion, we
speaker a large number of options along a orator in improving public speaking skills. depart from our lean format to offer an
variety of dimensions, from font type and In the current work, we restrict our guide- explanatory paragraph. Also, we depart
size to text color and background. The lines to the perceptual and cognitive prin- from the standard style guide by reporting
options provided by PowerPoint permit ciples relevant to designing good page numbers in brackets when we cite
Copyright 2011 by Human Factors and Ergonomics Society, All rights reserved. DOI: 10.1177/1064804611416583

virtually boundless flexibility. However, if PowerPoint slides. support for a particular guideline to allow
the objective is to be clear and informative, In lieu of guidelines based on empiri- interested readers to explore further the
many of the options available would be cal comparisons or basic principles, a num- evidence underlying the guideline.
contraindicated by basic human factors/ ber of documents on the Web offer advice, The goal of supplying a clear, easy-to-
ergonomics (HF/E) principles. In this presumably on the basis of personal, and use set of guidelines also required that we
article, we apply a number of HF/E perhaps professional, experience. These
principles to help you increase the impact documents offer, at best, arbitrary sugges-
of your presentation and to help avoid tions and, at worst, guidelines than can
common missteps. compromise idea transfer. AT A GLANCE: For decades, the vehi-
Instead, we take advantage of scientific cle of choice for idea transfer has been
Adding Human Factors Power to and engineering sources, such as Sanders Microsoft’s PowerPoint. PowerPoint
PowerPoint and McCormick (1993) and the gives the orator a plethora of options
Much of the information needed to Department of Defense (1999) design cri- in the design of a presentation. Choos-
design effective PowerPoint slides already teria standard. Some of the criteria were ing configurations for the most effec-
exists in the arsenal of empirical research, intended for printed text, but we find them tive presentation can prove daunting,
standards, and principles of HF/E profes- to be applicable to presentations, given the and even professional presentations
sionals. Indeed, the issue of translation high resolution of modern projectors. We bear witness to the difficulty of choos-
from existing data and first principles is a also apply basic display principles (e.g., ing wisely. Guidelines based on a col-
characteristic of much of human factors Lehto & Buck, 2008; Wickens, Lee, Liu, & lection of basic human factors/ergo-
engineering and engineering psychology Becker, 2004) to the PowerPoint presenta- nomics principles and a few empirical
that allows for the fast and effective modi- tion. When more recent empirical work is studies are presented for effective
fication of design. The translation problem available, we note the findings, although PowerPoint presentations.
we address here is one of applying already there is not always sufficient research to KEYWORDS: text, font, display,
existing facts and principles from HF/E to warrant sweeping claims. Surprisingly, graphics, PowerPoint, visual aids
the PowerPoint presentation. although a considerable number of

4 E RGONOMICS IN D ESIGN • J u ly 2011


take into account the vagaries of the This guideline is based on our Consider split complementary colors. If
situations in which orators may find recommended fonts.) you want to include some color in your
themselves. For example, although the Use sentence case for your bullets. presentation, you can achieve high contrast
presenter can adjust the font size in Lowercase letters produce a distinctive by using complementary colors (colors
PowerPoint, the direct factor is the visual envelope for words that is lost, for example, directly opposite each other on the color
angle subtended. This angle would depend with all uppercase (Sanders & McCormick, wheel). However, true complementary
on the distance between the projector and 1993 [p. 108]). Making the initial letter of colors often create a tension and may appear
the screen. Similarly, the best-laid plan to the bullet uppercase is thought to aid in jarring. Using a split-complementary color
present in a light-controlled room may not directing attention. scheme (e.g., Fraser & Banks, 2004)
be realized. Finally, a speaker may choose a Avoid overly compressed or extended commonly used in the arts begins with
combination of font set and color that texts. Character spacing between letters choosing two complementary colors, but
exists on the computer back home, only to should be at least one stroke width instead of using the direct contrast, you
find that the chosen font is not available at (Department of Defense, 1999 [p. 102]). would use one of the two colors adjacent to
the destination. We offer advice that Some font families spread letters too far, the contrast. An example would be using a
circumvents such concerns. To increase the threatening the integrity of individual dark blue on pale red-orange or on pale
portability of a presentation, we made words (e.g., see the KaiTi font, which yellow-orange. A monochromatic example
every effort to make choices that would be otherwise has acceptable font ratios). of split complements is the black text on a
universally effective. Minimize the use of font light gray background we mentioned earlier.
embellishments. The use of bold and italics Remember to fade the colored background
Font Guidelines should be restricted to emphases and to keep contrast high.
headings. Avoid the use of other font Avoid red-green contrasts. Even
Use Tahoma or similar font (e.g., embellishments, such as highlighted and though red and green are complementary
Arial, Verdana, Microsoft Sans Serif). flashing text (Sanders & McCormick, 1993 colors, that combination should be
These are sans serif fonts, which have [pp. 105, 117]). avoided. From 5% to 8% of males have
advantages in short, bulleted text of the some color deficiency. The most prominent
kind that should populate your PowerPoint one is red-green colorblindness
Color Guidelines
slides. In cases in which long lines of text (Schiffman, 2001 [p. 135]).
are warranted, such as this report, the Use high-contrast text-to-background See Figure 1 for an illustration of the
“little feet” of serif fonts seem to help combinations. Contrast has a large impact font and color guidelines.
readers follow along (Lehto & Buck, 2008 on legibility. The highest contrast will be
[p. 666]; Sanders & McCormick, 1993 achieved by using black and white, but Layout Guidelines
[p. 105]). there are a number of other text-to-
Tahoma has a ratio of stroke width to background combinations that can Be consistent. Keep aspects of your
height and letter width to height that produce an acceptable contrast (see the presentation, such as font and colors,
makes it highly legible. Empirical split complementary colors section below). consistent from slide to slide (e.g., Wickens
comparisons with the use of computer However, this simple principle helps one et al. 2004).
screens found support for fonts such as avoid the especially poor combinations Line spacing should be half a
these (Sheedy, Subbaram, Zimmerman, & noted by Greco, Stucchi, Zavagno, and character height. For the space between
Hayes, 2005). For Tahoma, the ratio of Marino (2008): light orange on white, red lines in the same bullet, allow a space of at
letter width to height is near the on blue, or red on black. least one half a character height. Additional
recommended 3:5, and the ratio of stroke Use dark text on a light background. spacing between bullets will aid in
width to height falls in the range from 1:5 You can meet the high-contrast criterion grouping your points (Department of
to 1:8, which is legible (Department of with dark text on a light background, or the Defense, 1999 [p. 102]).
Defense, 1999 [pp. 33, 101]; Sanders & opposite: light text on a dark background. Respect the slide margins. Because you
McCormick, 1993 [pp. 103–104]). Dark text on a light background is easier to will not always be able to control precisely
Use a font size of at least 22 point for read in well-lit rooms. Also, maintaining the extent to which a slide fills the screen, it
bullets, 16 point for figure legends and good contrast ratios is less difficult with makes sense to leave a margin around the
axes. This font size will project to screens dark on light when ambient light is present slide that does not contain critical
at least 22 minutes of arc or 16 minutes of (Greco et al. 2008). information.
arc, recommended for critical legibility or This advice may raise a concern
legibility, respectively (Sanders & about eyestrain. It is reasonable to Comprehension Guidelines
McCormick, 1993 [p. 112]). We make this expect some eyestrain and fatigue after A considerable amount of work
recommendation assuming that you will be prolonged exposure to a bright white back- exists on how humans comprehend.
projecting on a screen that subtends a ground. Casual reports and an appeal to Even novice writers realize that a
visual angle of 13° to 15° and that the first principles suggest that this may be the paragraph should be a coherent expression
projector is set to ensure that the slide will case for at least some viewers. Thus, if the of a single idea and that one idea should
take up the entire screen. These speaker prefers (but at some sacrifice to be related to the next. Much of what is
assumptions are reasonable for most contrast), a light gray background rather needed to make a PowerPoint presentation
venues. (Note: Fonts differ in physical size than a stark white background may be used comprehensible maps neatly onto this
even when the same point number is used. (cf. Greco et al. 2008). notion, such as having a single main

J u ly 2011 • E RGONOMICS IN D ESIGN 5


Figure 1. Recommended font characteristics using (a) a monochromatic and (b) a split-complementary color scheme. These backgrounds
will project lighter than they appear here. (Because of length constraints, this figure has been reduced to fit this space, and font sizes noted
do not appear in their actual size.)

idea per slide with bullets related to that Charts, Graphs, and Tables visual angle as feasible. Search time for
idea. Avoid the 3-D graph option. The 3-D information is a function of the number of
Use bullets (not multiline graphs appear to give two estimates for the groups, so minimize the number of groups
paragraphs). For a variety of reasons, both y-axis and can make it difficult to discern by keeping each group as close to 5° of
ergonomic and rhetorical, the slide should values. They can also give the false illusion visual angle as feasible (Sanders &
be a collection of short bullets that assist of volume (Sanders & McCormick, 1993 McCormick, 1993 [p. 116]).
you in making the presentation. This [p. 118]). Less is more as long as it is enough.
recommendation will also help you avoid Do not use more than five or six colors Search time and errors increase as the
the urge to read the slides as your or shapes. When using colors to label amount of information increases, so keep
presentation. categories in graphs or charts, do not use density low but make sure you include the
Bullets should be affirmative and in more than five or six colors. People will crucial information (Sanders &
active voice. People have difficulty have difficulty making the necessary McCormick, 1993 [p. 114]). Targets in
processing negatives or marked nouns distinctions (Wickens et al., 2004 [p. 187]). sparse groups are searched earlier, found
(e.g., short is more difficult than tall; This recommendation also applies to the faster, and less likely to be missed
Clark, 1969). They also more easily shapes used to designate data points. (Halverson & Hornof, 2004). See Figure 3.
understand active rather than passive Adding redundancy (e.g., texture, patterns) Position the legend to minimize
statements. to the graphs will enable viewers to information access costs (Wickens et al.,
Use no more than 4 ± 1 bullets on a discriminate among more objects and will 2004 [p. 189]). PowerPoint’s default
slide. The bullets on a slide are meant to be also aid those with color deficiencies. (See presentation of a marginal legend might
integrated to support the main idea of the Figure 2.) be improved by either explicitly labeling
slide. This requires people to process the Preview the color graphs. Although it curves with the use of the text box feature
bullets in working memory, which seems is advisable to preview all aspects of your or, in more complicated graphs, by
limited to three to five pieces of presentation, this guideline is especially moving the legend closer to the data. (See
information (e.g., Cowan, 2001). true for colors. Projectors will not faithfully Figure 2.)
Avoid distracting elements. If render the colors you choose. Colors that
attention is moved to an irrelevant part of look obviously different on your computer Conclusion
a situation or divided between the may look less discriminable when The guidelines presented here have
distraction and the situation, projected. In fact, it may be possible to find received support from cognitive and HF/E
comprehension will suffer (Lehto & Buck, out precisely the projector that will be used research, standards, and basic principles.
2008 [p. 97]). This general principle warns and plan accordingly. A call to the Red Like any technology, the effective use of
against the use of animation and other Rock Hotel revealed that a 5,000-lumen PowerPoint requires that it be integrated
features that will distract from the Sony PLC XP56 would be a best guess for effectively into the human-technical
expository point. It allows, however, for most speakers at the Human Factors and system. A variety of HF/E principles with a
ancillary materials, such as photographs or Ergonomics Society’s 2011 Annual long history can be used to improve the
images, that will emphasize the main Meeting. PowerPoint presentation, just as such
points or make the main point more Organize tabular data into groups principles can improve any display used by
memorable. and keep these groups as close to 5° of humans to accomplish a task.

6 E RGONOMICS IN D ESIGN • J u ly 2011


Figure 2. Illustrations of the redundancy gain of color and texture on a column chart.
The use of text boxes in (a) and the position of the legend in (b) minimize information access costs.

Figure 3. A sample layout from a mixed-density trial that Halverson and Hornof (2004)
used in their research of local density on visual search. Their study found that targets in sparse groups are
searched earlier, found faster, and less likely to be missed.

References generated presentations: The effect of the Human Factors and Ergonomics Society
Clark, H. (1969). Linguistic processes in text-background color combinations on 52nd Annual Meeting (pp. 483–487). Santa
deductive reasoning. Psychological Review, text legibility. Human Factors, 50, 821–833. Monica, CA: Human Factors and
76, 387–404. Halverson, T., & Hornof, A. J. (2004). Local Ergonomics Society.
Cowan, N. (2001). The magical number 4 in density guides visual search: Sparse groups Sanders, M. S., & McCormick, E. J. (1993).
short-term memory: A reconsideration of are first and faster. In Proceedings of the Human factors in engineering and design
mental storage capacity. Behavioral & Brain Human Factors and Ergonomics Society 48th (7th ed.). New York: McGraw-Hill.
Sciences, 24, 87–185. Annual Meeting (pp. 1860–1864). Santa Schiffman, H. R. (2001). Sensation and perception:
Department of Defense. (1999). MIL-STD- Monica, CA: Human Factors and An integrated approach. New York: Wiley.
1472F. Washington, DC: Government Ergonomics Society. Sheedy, J. E., Subbaram, M. V., Zimmerman, A.
Printing Office. Lehto, M. R., & Buck, J. R. (2008). Introduction to B., & Hayes, J. R. (2005). Text legibility and
Fraser, T., & Banks, A. (2004). Designer’s color human factors and ergonomics for engineers. the letter superiority effect. Human Factors,
manual: The complete guide to color theory New York: Taylor & Francis. 47, 797–815.
and application. San Francisco: Chronicle Miller, C. A., Ott, T., Feinman, A., Frosst, D., Wickens, C. D., Lee, J. D., Liu, Y., & Becker, S. E.
Books. Goan, T., Ramming, J. C., & Thomsen, D. G. (2004). An introduction to human factors
Greco, M., Stucchi, N., Zavagno, D., & Marino, (2008). Beyond PowerPoint: Tools for rapid engineering (2nd ed.). Upper Saddle River,
B. (2008). On the portability of computer- and accurate idea transfer. In Proceedings of NJ: Prentice Hall.

J u ly 2011 • E RGONOMICS IN D ESIGN 7


Francis T. (Frank) interests include vigilance and situation Eric J. Stearman
Durso received his PhD awareness in air traffic control, the received his BS in
from the State interaction between humans and psychology from the
University of New York automation in the cockpit, and University of Central
at Stony Brook and the development of strategies in Florida in 2009. He is a
serves as coordinator of nursing. PhD student in
the engineering psychology program and engineering psychology at the Georgia
director of the Cognitive Ergonomics John S. Burnett Institute of Technology. His current
Lab at the Georgia Institute of graduated summa cum research includes situation awareness
Technology. His interest areas are laude with an honors and vigilance in air traffic control.
applied cognition, specifically situation BS degree in psychology
and information management in from Kutztown
aviation and health care. He can be University of Pennsylvania in 2009.
contacted at frank.durso@gatech.edu. Some of his current work includes the
measurement of predictors of technology
Vlad L. Pop received his acceptance in older adults, along with
BA in psychology from helping to guide the development of
North Carolina State computer systems for older adults. He is
University in 2009. He pursuing a PhD in engineering
is currently at the psychology at the Georgia Institute of
Georgia Institute of Technology.
Technology pursuing a PhD in
engineering psychology. His research

8 E RGONOMICS IN D ESIGN • J u ly 2011

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