Hands-On: Build a Staff Orientation Presentation
Apply every PowerPoint skill in a single complete capstone project — build a polished 10-slide staff orientation presentation for Lakeside Medical Associates, complete with theme, SmartArt, images, animations, speaker notes, and PDF export.
Video
Watch the lesson video, then complete the reading and challenge.
Presentation Slides
Review the slides below, then complete the reading and challenge.

Lesson Notes
Read through the key concepts before you try the challenge.
Real-World Scenario
The 10-Slide Orientation Structure
A well-structured orientation deck follows a logical progression — opening with warmth, moving through essential information, and closing with clear next steps. Every slide should earn its place in the deck by serving a specific purpose for the new employee:
- Slide 1 — Welcome: Title Slide layout with 'Welcome to Lakeside Medical Associates,' the date, and a professional stock image of a warm, modern medical environment. This is the first thing new employees see when they walk into the orientation room — it should project warmth, professionalism, and pride in the organization.
- Slide 2 — Agenda: Title and Content layout with a SmartArt 'Vertical Box List' or 'Basic Block List' showing all 8 topics to be covered in order. This orients new hires to the structure of the session and sets their expectations for the next 45 minutes.
- Slide 3 — About Lakeside Medical Associates: a brief history (year founded, specialties offered, patient volume, staff count). Maximum 5 bullet points following the 6×6 rule. This gives new employees context for the organization they are joining.
- Slide 4 — Meet the Team: a grid of name/title labels for each provider and department head. If available, include stock icon placeholders for photos. New hires need to know who's who from day one.
- Slide 5 — Office Policies: 5–6 key policies every new employee must know immediately (dress code, break schedule, personal device policy, parking, attendance/punctuality). Formatted as a clean numbered list.
- Slide 6 — Key Systems Overview: icons representing each major system — EHR/practice management software, phone system, scheduling software, email/calendar. One icon + system name + one-sentence description per system. This is where a department icon SmartArt visual shines.
- Slide 7 — Patient Communication Standards: 4–5 standards in bullet form (greet by name, escort don't direct, use plain language, HIPAA basics). Apply On-Click entrance animations to reveal each standard one at a time during the verbal explanation.
- Slide 8 — HIPAA and Privacy Basics: 3 key reminders (never discuss patient info in public areas, always log out of EHR, report any potential breach immediately). Use a bold, high-contrast design with a warning icon to signal importance.
- Slide 9 — Contact Information: a reference table with key contacts — office manager, nurse manager, scheduling coordinator, billing coordinator — with name, extension, and email. This slide should be designed for readability as a handout printout.
- Slide 10 — Your First Day — Welcome Message: a warm closing slide with a short welcome quote or message from the physician owner, the practice's mission statement, and the presenter's contact information for follow-up questions.
Quality Standards for the Capstone
To earn a passing grade on this capstone, your presentation must meet all of the following professional quality standards — the same standards that would be applied by a supervisor reviewing a real deliverable before a real orientation session:
- Theme consistency: one professional theme applied to all 10 slides, with no slides deviating from the theme's font and color settings. Slide Master must include the 'Lakeside Medical Associates | Confidential' footer on all non-title slides, confirmed by entering and exiting Slide Master view.
- 6×6 compliance: every content slide must have 6 or fewer text lines and 6 or fewer words per line. Any slide that exceeds this after editing must have the excess content moved to speaker notes. This cannot be waived.
- Speaker notes on every slide: at least 2 sentences of presenter script in the Notes Panel for every one of the 10 slides. These notes should be detailed enough that a different presenter could deliver the deck cold without needing additional preparation.
- SmartArt on the agenda slide, consistent Fade transitions on all slides, and On-Click reveal animations on slides 7 (Patient Communication Standards) and 8 (HIPAA Basics).
- PDF export and .ppsx export both completed and verified — open each file to confirm they render correctly before submission.
Pre-Delivery Checklist
Before the orientation session, every professional presenter does a final pre-delivery check. At Lakeside Medical Associates, the office assistant should verify all of the following before the new hires arrive in the conference room:
- File is accessible on the conference room laptop — stored on the network drive, USB backup packaged, or both. Do not rely on a single access point for a time-critical presentation.
- Slideshow runs from beginning to end without errors — test every slide in Presenter View to confirm all animations fire correctly, all transitions play, and no '#' reference errors appear where images or text should be.
- Presenter View is configured correctly — start the slideshow in Presenter View and confirm that speaker notes appear on the laptop screen, not the projected display.
- Handouts are printed and stapled — 3-per-page handout layout, one packet per attendee, printed before the orientation room opens.
- PDF version was emailed to new hires the business day before orientation — confirm receipt by checking the Sent folder in Outlook.
Quick Reference: PowerPoint Capstone Checklist

PowerPoint Capstone Quality Checklist — everything required for a professional orientation deck
Responsible Use
AI Assist
Knowledge Check
Which three file formats should you produce when delivering the Lakeside Medical Associates staff orientation presentation to maximize accessibility for all use cases?
Challenge
Apply what you've learned in this lesson.
Build the complete, production-ready 10-slide Lakeside Medical Associates staff orientation presentation integrating every skill from this module. Your submission must include the .pptx, .ppsx, and PDF versions — all three reviewed and confirmed correct.
- Build all 10 slides following the structure from this lesson (Welcome, Agenda, About Us, Meet the Team, Office Policies, Key Systems, Patient Communication Standards, HIPAA Basics, Contact Information, Welcome Message). Each slide must use the correct layout (Title Slide for slide 1, Title and Content for slides 2–9, Title Only or Blank for slide 10). All content must comply with the 6×6 rule — no exceptions.
- Apply a professional theme, configure the Slide Master with 'Lakeside Medical Associates | Confidential' footer on all slides except the Title Slide, and verify consistent font size hierarchy (36pt+ titles, 24pt+ bullets) throughout all 10 slides.
- Add visual elements: stock image on slide 1, SmartArt agenda on slide 2, icons on slide 6 (Key Systems). Apply Fade transitions to all 10 slides. Apply On-Click entrance animations to slide 7 and slide 8 bullet points.
- Add speaker notes to every one of the 10 slides — minimum 2 complete sentences per slide of presenter script. Notes should be detailed enough for a substitute presenter to deliver the session without additional preparation.
- Export: (1) Save as 'Staff Orientation – Final – Lakeside Medical.pptx.' (2) Save as .ppsx (Staff Orientation – Kiosk.ppsx). (3) Export as PDF (Staff Orientation – Pre-Read – Lakeside Medical.pdf). (4) Package for CD/USB into a folder named 'Orientation Delivery Package.' Open and verify each format before submitting.