# Presentation compatibility and handoff checklist

Brainbaby · Edition 2026-10-19 · Blank review resource · CC BY 4.0

Use this worksheet to review a presentation in the application and device that will receive it. It contains proposed checks and empty records, not measured software scores. A PowerPoint filename does not prove that every object remains editable or that every visual effect will transfer.

## Define the handoff

- Deck and local version reference: [fill in; omit confidential filenames from a public review]
- Source application and version if displayed: [fill in]
- Receiving application, version and operating system: [fill in]
- Intended device and display: [fill in]
- Reviewer and date: [fill in]
- Required delivery: [editable PPTX / PDF reference / shared link / another agreed format]
- Required offline behavior: [fill in, or not required]
- Features that must remain editable: [list]
- Maximum correction time before choosing another workflow: [fill in]

Keep an untouched original. Work with a copy you have permission to use. Do not enable macros, scripts or untrusted embedded content to run a compatibility check. A review should not require changing security settings.

## Check 1 — Text and fonts

Open the working file. Change one heading and one body paragraph, save a new copy, close it and reopen it. Check line breaks, symbols, accents, text clipping and font substitutions. If a required font is unavailable, record the agreed substitute and review the layout again.

Observed result: [pass / correction needed / not tested]

Details and correction: [fill in]

## Check 2 — Objects and charts

Select the text, shape, chart, table or image the recipient expects to edit. Record what can actually be changed. A chart shown as an image may be suitable for viewing but insufficient when the recipient must edit its underlying data. Do not mark a feature as passed if the sample does not contain it.

Observed result: [pass / correction needed / not tested]

Details and correction: [fill in]

## Check 3 — Notes, links and media

Inspect required speaker notes, links, audio and video. Test only expected, trusted links and media. Confirm what remains in the delivery copy, and whether it depends on a network connection. Mark missing sample features not tested rather than guessing that they work.

Observed result: [pass / correction needed / not tested]

Details and correction: [fill in]

## Check 4 — Visual reference

Compare the working file with an approved PDF reference, slide by slide. Review spacing, image crops, contrast, slide dimensions and essential labels. A visual mismatch may require a correction even if the content is editable. Confirm the facts and source notes separately; a compatibility pass is not a fact check.

Observed result: [pass / correction needed / not tested]

Details and correction: [fill in]

## Check 5 — Final presentation device

Open the exact delivery copy in the intended application and rehearse the slide sequence. Test any required offline access before relying on it. Check the screen or projector setup, presenter view and required media. Do not assume a successful export means the meeting device is ready.

Observed result: [pass / correction needed / not tested]

Details and correction: [fill in]

## Record the decision

| Check | Observed result | Correction owner | Rechecked on |
| --- | --- | --- | --- |
| Text and fonts | [fill in] | [fill in] | [fill in] |
| Objects and charts | [fill in] | [fill in] | [fill in] |
| Notes, links and media | [fill in] | [fill in] | [fill in] |
| Visual reference | [fill in] | [fill in] | [fill in] |
| Final device | [fill in] | [fill in] | [fill in] |

Final decision: [ready for this agreed handoff / revise / choose another workflow / not evaluated]

Scope: [record which files and environments this decision actually covers]

Keep missing results as not tested. A successful check describes this particular file and environment, not universal application compatibility or a tested ranking.

## Start with an inspectable example

Read the [PowerPoint alternatives comparison](https://brainbaby.ai/blog/powerpoint-alternatives) and inspect the [actual Brainbaby presentation](https://brainbaby.ai/presentation-maker#generated-presentation-example). That example has four slides about a fictional community garden; it is not a benchmark covering every feature in this checklist. Its PDF previews and PPTX layout can differ. Media and chart checks may be not tested if the example does not contain the required feature.

[Plan your own presentation](https://brainbaby.ai/presentation-maker#presentation-planner) when you have an audience, decision and verified source notes. Planning and example downloads are free. Generating your own deck requires an account and the allowance or quote shown in the product.

Attribution: “Adapted from Brainbaby's presentation compatibility and handoff checklist, CC BY 4.0.” Keep private filenames, source material, account details and client information out of any public review.