Real Estate presentation regarding a training intervention for local Brokers.

1. ILLUSTRATIVE DESIGN
DEVELOPMENT DOCUMENT
Prepared For:
CENTURY 21
CAMCO OFFICE
ALBUQUERQUE, NEW MEXICO
Authored By:
JOHN O’LAUGHLIN
CHRIS SMITH
JEN WATKINS
JENNY WILLIS

2. ILLUSTRATIVE DESIGN
DEVELOPMENT DOCUMENT
POWERPOINT YOUR
WAY TO LISTINGS!
Prepared For:
CENTURY 21
CAMCO OFFICE
ALBUQUERQUE, NEW MEXICO
INSTRUCTOR GUIDE
Authored By Illustrative Design:
JOHN O’LAUGHLIN
CHRIS SMITH
JEN WATKINS
JENNY WILLIS
2

3. ILLUSTRATIVE DESIGN
DEVELOPMENT DOCUMENT
Table of Contents
Training Purpose…………………………………………………………………….......4
Performance / Learning Goal and Objectives……………………………………........6
Instructor Preparation Page……………………………………………………………7
Class Preparation Checklist…………………………………………………………….8
Evaluation Checklist………………………….………………………………………….9
Course Evaluation …………………..…………………………………………………10
General Outline
Unit 1: Introduction …………………………………………………………….11
• Design Principles
• PowerPoint Overview
Unit 2: Class Activity
• Create PowerPoint Presentation
Unit 3: Question and Answer (Follow-up to Class Activity)
Unit 4: Individual Activity
• Create PowerPoint Presentation
Unit 5: Presentations
• Agents Share Their Listing Presentations with Class
• Discussion
Unit 6: Summary - Question and Answer
Unit 7: Appendix
Unit 8: Resources
Instructor’s Lesson Plan……………………………………………………………….16
Activities ………………………………………………………………………………...18
Training Purpose – message from Gerald Campbell, Owner / Broker
3

4. ILLUSTRATIVE DESIGN
DEVELOPMENT DOCUMENT
As an Independent Contractor with Century 21 Camco Realty, we continue to
strive to improve performance through continuing education courses, special event
trainings, and in-house administrative support.
We are looking to improve our sales and profit performance now in order to prepare
for the market situation facing other housing markets nationwide. Specifically, the
performance of individual real estate agents within our office ranges widely. The office is
interested in boosting the performance of all agents to reach the current level of the best
performing agents.
We have found that the top performers used Microsoft PowerPoint presentations
often and demonstrated their adeptness at designing these presentations. The ability to
design appealing / high-quality presentations was identified as the most frequently stated
need identified our best performers.
Therefore, we have, with the professional services of Illustrative Design, designed
this two hour training course for all our Camco Realty agents. Specifically, we have
implemented an instructional program that will:
• Verse the agents in the elements of appealing and high-quality graphical design
• Allot time to practice the designing of presentations in Microsoft PowerPoint to
increase the agents’ comfort levels in using these principles
Illustrative Design is a small Organizational Consulting Firm focused on improving
the productivity and profitability of its clients. This is achieved through providing specific
direction to its client’s in terms of organizational change and trainings.
4

5. ILLUSTRATIVE DESIGN
DEVELOPMENT DOCUMENT
Performance / Learning and Objectives
Performance / Learning Objective #1
At the conclusion of this training, the participant will be able to describe the key elements
of branding and design.
Enabling Objectives:
1. During training, the participant will critique a high quality and poor quality
presentation.
2. During training the participant will list the three primary communication goals
for the presentation.
3. During training, the participant will create a custom high quality presentation
that clearly and successfully communicate the three primary communication
goals.
Performance / learning Objective #2
At the conclusion of this training, the participant will commit to making high
quality presentations and list ways to work faster while customizing presentations to client
needs.
Enabling Objectives:
4. During training, the participant will commit to making high quality
presentations.
5. During training the participant will list three ways to create presentations
quicker than previously done.
6. During training, the participant will present a client needs analysis that can be
addressed in the PowerPoint presentation they create.
Performance / Learning Objective #3
At the conclusion of this training, the participant will be able to improve speed and
accuracy in creating new presentations.
Enabling Objectives:
7. During training, the participant will create a short presentation from scratch and
then create a presentation from the provided templates and compare times.
8. During training the participant will improve the development time in creating a
second presentation from the provided templates.
9. During training, the participant will create a custom presentation for an actual
upcoming meeting.
5

6. ILLUSTRATIVE DESIGN
DEVELOPMENT DOCUMENT
Instructor Preparation Page
Course Title: POWERPOINT YOUR WAY TO LISTINGS!
Audience:
Camco Agents
Audience Preparation:
Send memo two weeks before class to Camco Agents. The memo will include the date,
time, and location for the training. A checklist of items to bring to class and templates will
be attached to the memo.
Prep Time:
Classroom set up – 20 minutes
Length of Course:
Two hours (8:00 ~ 10:00)
Instructor Preparation:
• Review materials one to two days before class begins
• Class Roster
• Facility is secured and can accommodate agents
• Make sure handouts are printed and available
• Refreshments ordered
Materials:
Laptop
PowerPoint Presentation on flash drive
PowerPoint Handouts for participants (utility guide)
3X5 index cards lined on one side
PowerPoint Handouts
1 Copy of Instructor Lesson Plan
20 Copies of Participant Lesson Plans and Utility Guides
20 Copies of Course Evaluations & Evaluation Checklists
Projector
Notes:
• Icebreaker – Camco agents (participants) are asked to write on 3X5 index card things
they need to get done. When they are finished, ask them to turn it over and write “for
later”
• Participants will work on activities in small groups and individually. They will have
time to practice
• Distribute Handouts before class begins.
• Sample listings (for participants who forget to bring theirs to class)
6

7. ILLUSTRATIVE DESIGN
DEVELOPMENT DOCUMENT
Century 21 Camco Realty Continuing Education Training
Class Preparation Checklist
PowerPoint Your Way to Listings!
Date of Training: ________ Participants Name: _______________
√ Item Comments
(1) Laptop To be used during training and for saving
templates for your new listing presentation!
(2) quot;Memory Stickquot; Utilize your laptop and/or memory stick to
save and update material during training
(2a) Home Photo Please bring a photo of current listing and/or
potential listing to implement into your new
presentation
(2b) Professional Photo Your personal photo utilized for marketing
(2c) Listing Data Listing information of current or potential
client
(2d) Templates Included in memo as attachment
(3) Specific questions It is recommended you bring any specific
questions related to the utilization of
PowerPoint
(4) Participant Guide Bring copy, along with pen and notebook
In an effort to make our trainings as efficient and productive as possible, we utilize a
Preparation Checklist prior to many of our training events. Please review and bring
the above items to your scheduled training – PowerPoint Your Way to Listings!
Sincerely,
The ILLUSTRATIVE DESIGN Team
7

8. ILLUSTRATIVE DESIGN
DEVELOPMENT DOCUMENT
Evaluation Checklist
PowerPoint Your Way to Listings!
Instructor’s Name ___________________________
Participant’s Name___________________________
Objective Complete Comments
Yes No
(1) Participant has committed to make high
quality presentations.
Participant was present for the entire class.
Participant created a PowerPoint presentation
with their own listing.
(2) Participant has successfully demonstrated
how to customize presentation to client needs.
Participant added their personal contact
information.
Participant added their photos.
Participant added their listing details.
(3) Participant has successfully listed three
ways to create presentation
Participant’s PowerPoint presentation used a
template.
Participant’s PowerPoint presentation used a
video clip.
Participant’s PowerPoint presentation used the
4 Design Concepts:
Contrast
Repetition
Alignment
Proximity
8

9. ILLUSTRATIVE DESIGN
DEVELOPMENT DOCUMENT
COURSE EVALUATION
1 = Strongly Disagree 5 = Strongly Agree
1. The course objectives were clear. 1 2 3 4 5 N/A
O O O O O O
2. The course provided practical information/tools that I 1 2 3 4 5 N/A
anticipate using. O O O O O O
3. The course was presented in a logical sequence. 1 2 3 4 5 N/A
O O O O O O
4. Time specified was sufficient to meet the course 1 2 3 4 5 N/A
objectives. O O O O O O
5. The level of detail was appropriate for me to learn 1 2 3 4 5 N/A
presented material. O O O O O O
6. The media ( video, computer presentation) supported my 1 2 3 4 5 N/A
learning. O O O O O O
7. I anticipate using the job aids/handouts back on the job. 1 2 3 4 5 N/A
O O O O O O
8. Job aids/handouts were useful during the class. 1 2 3 4 5 N/A
O O O O O O
9. The in-class activities increased your learning experience. 1 2 3 4 5 N/A
O O O O O O
10. The in-class activities were useful in strengthening the 1 2 3 4 5 N/A
course objectives. O O O O O O
11. The amount of time spent on in-class activity was 1 2 3 4 5 N/A
appropriate. O O O O O O
Additional comments or suggestions: ______________________________________
_____________________________________________________________________
_____________________________________________________________________
PERFORMANCE
1=Strongly Disagree 5 = Strongly Agree
12. The instructor was prepared to teach the class. 12345 1 2345 N/A
OOOOO O OOOO O
13. The instructor was knowledgeable in the subject 12345 1 2345 N/A
matter. OOOOO O OOOO O
14. The instructor effectively communicated the 12345 1 2345 N/A
course content. OOOOO O OOOO O
15. The instructor kept the class on track. 12345 1 2345 N/A
OOOOO O OOOO O
PRIOR to taking this class AFTER taking this class
1 = Low 5 = High 1 = Low 5 = High
16. Rate your level of understanding 1 2 3 4 5 N/A 1 2 3 4 5 N/A
of the concepts and skills taught. O OOOO O OOO OO O
17. Rate your level of confidence to 1 2 3 4 5 N/A 1 2 3 4 5 N/A
applying the concepts and skills O OOOO O OOO OO O
taught.
Additional comments or suggestions:________________________________________
______________________________________________________________________
______________________________________________________________________
9

10. ILLUSTRATIVE DESIGN
DEVELOPMENT DOCUMENT
Unit 1: Introduction
• Welcome all the agents to “PowerPoint Your Way to Listings!” training session.
• Instructor introduction and Illustrative Design Consulting Firm.
• Instructor’s qualifications.
• Customer Satisfaction Ratings Graph (from Needs Assessment)
Participant will have a basic understanding of PowerPoint and how it can be utilized to
improve productivity.
PowerPoint Overview
PowerPoint is Microsoft software that allows users to “create dynamic and high-
impact presentations.” The software allows the user to incorporate listing photos,
comparative market analysis (C.M.A.) information, virtual tour video clips, graphs, charts,
and much more. All these features can be used to develop listing presentations that will
grab your potential client’s attention and affirm your professionalism.
Custom design templates, pre-formatted slides, and cut/paste application allows the
user to create your listing and marketing presentations in a short amount of time.
Design Principles
1) Contrast – this is the most important visual attraction in a presentation. The idea here is
get your potential client focused on your presentation.
2) Repetition – repeat visual elements throughout the presentation. You can repeat colors,
shapes, logos, website addresses, fonts, sizes, concepts, etc.
3) Alignment – the goal here is to create a crisp, professional image. Symmetry!
4) Proximity – organizes similar information, create a clear and concise presentation
Example 1: Listing Presentation Cover Page
10

11. ILLUSTRATIVE DESIGN
DEVELOPMENT DOCUMENT
Unit 2: Class Activity
Unit 2 Objective: In small groups, the participants will create a step-by-step
PowerPoint listing presentation.
Creating a Presentation
1) Follow trainer’s instructions
2) Complete the three primary communication goals for the presentation
a) Visual appeal of the home done through the prepared switching out of
photos as needed
b) Value for Camco Realty services demonstrated by the short presentation
c) Quality of marketing support through Camco Realty with built in video
Slide 1 – Listing Presentation (Class Activity)
11

12. ILLUSTRATIVE DESIGN
DEVELOPMENT DOCUMENT
Slide 2 – Listing Presentation (Class Activity)
Slide 3 – Listing Presentation (Class Activity)
12

13. ILLUSTRATIVE DESIGN
DEVELOPMENT DOCUMENT
Editing the Presentation
When editing the presentation, it is important to remember that PowerPoint is similar to
other Microsoft applications. Utilize pull down menus, point and click, cut and paste,
insert and format functions, etc.
• Adding photos
• Adding video clips
• Adding logos
Sharing the Presentation
Utilize the menu and tool bars to access options for sharing presentations
• Features helpful to Realtors
o Communicate with users across platforms and devices
o Securely share your PowerPoint presentations
o Help protect the private information in your documents
13

14. ILLUSTRATIVE DESIGN
DEVELOPMENT DOCUMENT
Class Activity – rotate positions and each agent moves through the presentation
Unit 3: Question and Answer (Follow-up to Class Activity)
Unit 4: Individual Activity
Individually, the participants will create a step-by-step PowerPoint presentation utilizing
one of their “current” listings.
Presentation Ideas
Here are some ideas of items that you should consider including in your listing and / or
marketing presentation
• Century 21 Camco Realty – company information (including
ownership, size, location, years in business, charitable involvement,
etc.)
• Your name, your title, your designations (i.e., CRS, MBA, etc)
• Logos
• Website addresses
• Albuquerque Metropolitan Board of Realtors – sales data
• Comparative Market Analysis – for potential listing
• Past and current client referrals and / or quotes
• Your productivity
• Why you want their business; why they should select you
Create PowerPoint Presentation
Utilizing the listing information each participant brought to training session:
• Open and select PowerPoint design template
14

15. ILLUSTRATIVE DESIGN
DEVELOPMENT DOCUMENT
• Create 4-5 slide presentation
• Utilize instructor support to incorporate photos, MLS listing
information, etc. into your presentation
• Activity is meant to provide template for future use
Unit 5: Presentations
• Agents Share Their Listing Presentations with Class
• Discussion
Unit 6: Summary - Question and Answer
Unit 7: Appendix
Handout 1: Pre-training handout; checklist for items to bring to training
Unit 8: References
Resource 1: www.microsoft.com/powerpoint - PowerPoint Guide, online training,
technical support
Resource 2: The Non-Designers Design Book; Robin Williams (2004)
15

16. ILLUSTRATIVE DESIGN
DEVELOPMENT DOCUMENT
Instructor’s Lesson Plan
Time Topic / Objective Activity Materials Strategies / Notes
Introduction Icebreaker 3X5 index cards, pens or pencils, Individual - All supplies and
8:00 Activity #1 PowerPoint Presentation-Graph handouts will be passed out before
8:05 (page 19) class. Ground rules
Terminal Objective #1 At the conclusion of this training, the participant will be able to describe the key elements of branding and design.
Design Concepts Lecture PowerPoint Presentation Guided Teaching – Contrast,
Enabling Objective(EO) Demonstration Projector Repetition, Alignment, Proximity
8:05 #1- During training, the Activity #2 Pen or pencil (Show examples)
8:15 participant will critique a (Page 20) Handout Branding- the concept of having
high and poor quality Company logo in presentation.
example. Handout for activity handed out
before class.
PowerPoint Overview Lecture PowerPoint Presentation, Projector Guided Teaching – Participants will
Enabling Objective #2- Demonstration Laptops follow instructor on their own
During training, the Templates laptops. PowerPoint is similar to
participant will list the other Microsoft applications. –
three primary Adding photos, clips, logos
communications goals for -(EO #2) The points are-1.visual
the presentation. appeal of the home done through the
Enabling Objective #3 – nice template where they will swap
8:15 During training, the out the home photo. 2. The value for
8:25 participant will create a the Camco services demonstrated by
custom high quality the short presentation. 3. The quality
presentation that clearly of marketing support through Camco
and successfully demonstrated with built in video
communicates the three sample.
primary communication -(EO #3) Participants will use the
goals. template to customize a presentation
for their current listing. Instructor
will demonstrate the group version of
this.
Terminal Objective # 2 At the conclusion of this training, the participant will commit to making high quality presentations and list ways
to work faster while customizing presentations to client needs.
Class Activity Lecture Laptops Guided Teaching – (EO#4)
Enabling Objective #4 – Demonstration Templates Participant will create a presentation
During training, the Activity #3 Videos from memory using design principles
participant will commit to (Page 21) and branding.
high quality presentation. - (EO #5)1. Turn Key presentations
Enabling Objective #5 – are 80% done to start 2. Checklist
During training, the provides easy to select options 3.
participant will list three Video presentation is already built in.
ways to create - (EO #6) Participants were sent an e-
8:25 presentation quicker than mail to bring a current listing to
8:50 previously. create presentations.
Enabling Objective #6 –
During training, the
participants will present a
client needs analysis that
can be addressed in the
PowerPoint presentation
they create.
16

17. ILLUSTRATIVE DESIGN
DEVELOPMENT DOCUMENT
8:50 Question & Answer (A)sk question
8:55 (P)ause 5 seconds
(S)select someone to answer
8:55 Break Refreshments Bagels, Coffee, Water, Cokes
9:00 available in Lobby (Set up by staff)
Terminal Objective #3 At the conclusion of this training, the participant will be able to improve speed and accuracy in creating a new
presentation.
Individual Activity Activity #4 Laptop Guided Teaching – (EO#7)
Enabling Objective #7 – (Page 23) Handout Participants will create two
During training, the Pen or pencil presentations within a given time and
participant will create a Templates compare the differences.
short presentation from (EO #8) Participants will create a
scratch and then create a presentation using one of their own
presentation from the listings using templates. (Practice
provided templates and makes perfect)
compare times. (EO #9) Participants will create a
Enabling Objective #8 – presentation using all the skills
9:00 During training the learned for an upcoming meeting.
9:30 participant will improve (GO FOR IT!!)
the development time in -Instructor will assist and give
creating a second suggestions whenever asked.
presentation from the
provided templates.
Enabling Objective #9 –
During training, the
participant will create a
custom presentation for
an actual upcoming
meeting.
Individual Presentation Laptop Individual - Each Participant will be
asked to present to the class one of
9:30 his or her presentations that was
9:40 created in class.
Summary - Question & -Emphasize WIIFM
9:40 Answer -Remind participants of website
9:50 -Encourage participants to accept
responsibility for learning and
creating high quality PowerPoint
Presentations.
9:50 Course & Performance Page 9 & 10 Handout Thank everyone for doing such a
10:00 Assessment Pen or pencil great job.
- Know they may take out their 3X5
index card and do what they wrote
down needed to get done.
17

18. ILLUSTRATIVE DESIGN
DEVELOPMENT DOCUMENT
ACTIVITIES
Activity #1 - Icebreaker
Total Time needed for Activity
2 minutes
Materials needed
Pen or pencil
3X5 index card (one side is ruled)
Instruct agents (participants) to take a 3X5 index card from the handouts that were
provided before class. They are to write down pressing issues or things that are on their
minds that they need to get done. After they are done writing, instruct them to turn the
cards over and write the word “later” on it. They are to fold it and put it in their pocket or
purse. (Somewhere out of site)
Wonderful! Now you can concentrate fully on this class without worrying that you will
forget things you have to do.
18

19. ILLUSTRATIVE DESIGN
DEVELOPMENT DOCUMENT
Activity #2 - Design Principles & Branding
Enabling Objective 1: During training, the participants will critique a high quality and
poor quality presentation.
Total Time needed for Activity: 10 minutes
Key Teaching Points:
• The importance of graphical design
• The Power of Presentation
• Branding
• Proximity – group related items together
• Alignment – nothing should be placed on the slide arbitrarily. Every item should
have a visual connection with something else on the slide
• Repetition – repeat some aspect of the design throughout the entire slide
• Contrast – one of the most effective ways to add visual interest to your slide
• Using your imagination
Each Participant is asked to list certain elements of a high quality and a poor quality slide.
Materials needed:
• PowerPoint Presentation
• Projector
• Handout
• Pen or pencil
Learning Styles Targeted:
• Auditory
• Visual
• Cognitive
• Kinesthetic
19

20. ILLUSTRATIVE DESIGN
DEVELOPMENT DOCUMENT
Activity #2
Poor Quality – High Quality
Example 1:
Century 21 Camco Realty
Jane Doe, Associate Broker
123 Main Street SE
Albuquerque, NM
Located just south of Historic Nob Hill and Ridgecrest
Stunning remodel and addition – 2200 sf, 4 bedroom, 2 bath
Listing Presentation
www.janedoe.com
Example 2:
Century 21 Camco Realty
Jane Doe, Associate Broker
♦ 123 Main Street SE
♦ Albuquerque, NM
♦ Located just south of
Historic Nob Hill and
Ridgecrest
♦ Stunning remodel and
addition – 2200 sf, 4
bedroom, 2 bath
♦ LISTING
PRESENTATION www.janedoe.com
List the 4 design principles and examples from the high quality example.
1. ______________________________________________________________________
2. ______________________________________________________________________
3. ______________________________________________________________________
4. ______________________________________________________________________
List an example of branding.
20

21. ILLUSTRATIVE DESIGN
DEVELOPMENT DOCUMENT
1. ______________________________________________________________________
Activity # 3 – Class Activity
Enabling Objective 5 – During training, the participant will list three ways to create
presentations quicker than previously done.
Total Time needed for Activity: 7 minutes
Key Teaching Points:
• Reinforces the 4 Design Principles
• Reinforces the concept of branding
• The value of templates
• The value of resources
• You don’t have to be a graphic designer to produce quality presentations.
Each participant is asked to list the three ways to create presentations.
Materials needed:
• PowerPoint Presentation
• Projector
• Handout
• Templates
• Videos
• checklist
• Pen or Pencil
Learning Styles Targeted:
• Visual
• Auditory
• Cognitive
• Kinesthetic
21

22. ILLUSTRATIVE DESIGN
DEVELOPMENT DOCUMENT
Activity # 3
Three Ways to a Speedy Presentation
1. ______________________________________________________________________
2. ______________________________________________________________________
3. ______________________________________________________________________
22

23. ILLUSTRATIVE DESIGN
DEVELOPMENT DOCUMENT
Activity #4 – Time is Money
Enabling Objective 7: During training, the participant will create a short presentation from
scratch and then create a presentation utilizing the provided templates and compare times.
Total Time needed for Activity: 10 minutes
Key Teaching Points:
• Time is money!
• What’s in it for me (WIIFM)
• The value of having prepared templates
• The more you use PowerPoint - you become proficient
Step 1 - Each participant is asked to create a PowerPoint presentation from scratch (no
templates) using the same fictitious listing. Participant will be given four minutes to
complete this exercise. Participant is asked to save his or her presentation.
Step 2 - Each participant is asked to create a PowerPoint presentation (using templates)
with the same fictitious listing that was used in step 1. Participant will be given four
minutes to complete this exercise. Participant is asked to save his or her presentation.
Step 3 – Each participant is asked to compare the two PowerPoint presentations they
previously saved.
Materials needed:
• PowerPoint Presentation
• Projector
• Handout
Learning Styles Targeted:
• Auditory
• Visual
• Cognitive
• Kinesthetic
23

24. ILLUSTRATIVE DESIGN
DEVELOPMENT DOCUMENT
Activity #4
Time is Money!
Fictitious Listing:
820 Somewhere Rd.
Corrales, NM
Amazing Custom, Amazing Price
3 bedroom, 2.5 Bath, 2 living, 3 Car
Fenced Acre Lot, Views!
2,620 sf, $385,000
24