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Tracks›Slides & Pitch Decks
L3Lesson 27Free

Hand off source files and notes

So someone else can update the deck

After this, you'll be able to create a deck handoff package and use it to move a deck from rough material toward a presentable file.

Before you start

Complete Fact-check claims and numbers first.

The idea

A deck handoff package lets another person edit, present, or update the file without rebuilding your thinking. This lesson asks you to make a deck handoff package, not a prettier version of scattered notes. The output should be specific enough that someone could open the deck file and see what changed.

Source file, export, notes, images, proof, and update rule scatter after delivery.
The first move: turn the lesson input into a deck handoff package.

Here is the before and after: Before, the deck file travels without sources, notes, fonts, or context. After, the package includes the editable file, exported file, assets, sources, notes, and update instructions. For example, if you are preparing a sales presentation, the artifact should name the audience, slide job, proof, speaker note, or export check where that detail matters. A reviewer should be able to tell whether the deck is closer to being presented, sent, or handed off.

Now try it: Create a handoff checklist and gather the files into one named package. Make one choice before asking Claude to write: which audience, which decision, which proof, which slide job, or which delivery mode matters most right now. That choice keeps the deck from becoming a generic presentation outline.

The deck works when a deck handoff package connects the input, the check, and the next step.
BeforeAfter
InputScatteredNamed
OutputGuessinga deck handoff package
CheckHiddenVisible
Next stepUnclearReady

The lesson turns a loose pitch deck idea into an artifact you can inspect.

The lesson is done when the artifact moves the deck toward a real room, reader, or file handoff.

Try it (15 min)

Watch out for

  • Sending only a PDF when the recipient must edit.
  • Forgetting source data for charts.
  • Leaving asset rights notes out of the handoff.

Paste this into Claude

Create a deck handoff package checklist. Include editable file, exported file, speaker notes, source data, images, logo or template, proof inventory, fact-check log, owner, and update instructions. Deck: [describe].

If any input is missing, ask me up to three questions before producing the artifact. Then return five sections: Finished Artifact, Realistic Deck Example, Assumptions To Check, What I Should Use In The Next Lesson, and One Risk If I Present Or Send This Without Fixing It. Keep the answer practical enough that I can paste it into my deck working doc.

Created by potrace 1.16, written by Peter Selinger 2001-2019 What a good response looks like

Finished Artifact:
- a deck handoff package
- Why it matters: it gives the deck a concrete thing to inspect instead of a vague intention.
- Use it next: paste this artifact into the next lesson before asking Claude to write, build, import, publish, or review anything.

Reality Check:
- The artifact names the user, input, decision, owner, or proof it depends on.
- The weakest assumption is visible.
- The next step can be completed in one sitting.

Created by potrace 1.16, written by Peter Selinger 2001-2019 What good looks like

  • Editable and exported files are both included.
  • Sources and assets are listed.
  • Speaker notes and proof inventory are included.
  • Update instructions name the owner.

Created by potrace 1.16, written by Peter Selinger 2001-2019 Go deeper (8 min)

Paste this into Claude

Without rereading the lesson, explain why a deck handoff package matters in three bullets. Then apply it to a second deck example: [describe a different audience, room, or topic]. Return What Changed, What Stayed The Same, What To Check Before Presenting Or Sending, and the exact next action.

Created by potrace 1.16, written by Peter Selinger 2001-2019 What a good response looks like

Transfer Check:
- What changed: the second example has a different audience, input, or delivery context.
- What stayed the same: a deck handoff package still needs a source, a review check, and a next step.
- Before trusting it: inspect the delivery check that would catch a wrong assumption.
- Next action: run the check once, then carry the revised artifact into the next lesson.

Created by potrace 1.16, written by Peter Selinger 2001-2019 What good looks like

  • You explained the lesson idea from memory before applying it again.
  • The second example changes the artifact instead of copying the first answer.
  • The delivery check names a real risk.
  • The next action can be done in one sitting.

When this breaks

  • Fails when source files are missing because future edits become guesswork.
  • Breaks when ownership is unclear because updates happen in copies.

AI can help with this

Paste the exercise prompt into Claude with your real deck context. Ask Claude to interview you one question at a time, produce a deck handoff package, challenge the weakest assumption, and rewrite the artifact once so it is ready for the next deck step.

A deck handoff package gathers every source and owner note in one place.

Created by potrace 1.16, written by Peter Selinger 2001-2019 You can now

✓

You can explain a deck handoff package in one sentence.

  • ✓You can name the source material or decision it depends on.
  • ✓You can name the assumption that still needs checking.
  • ✓You can point to the check that proves it is ready for the next deck step.

Key takeaways

The handoff package protects the deck after the first presentation.

  1. 1Editable and export files serve different needs.
  2. 2Source data must travel with charts.
  3. 3Notes preserve presenter thinking.
  4. 4Owner instructions prevent version drift.

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Up nextDeck maintenance checklist→

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Fact-check claims and numbersDeck maintenance checklist
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