CASE FILE 14/14CLASS: SAMPLE BUILDDATA: REALISTIC, NOT CLIENTTYPE: Websites & scripts

Sample build: realistic data, built to show how I'd handle this work. Not client work.

Sample buildWebsites & scripts

Branded slide template filled from a spreadsheet with Python

One audit deck, 46 placeholders, filled from a CSV with 0 tokens left behind

Sample build · realistic data, built to show how I'd handle this work · not client work · every figure is computed from the files in the appendix

6slides
46placeholders
2example decks filled
0unfilled tokens left

01Summary

A 6-slide audit deck is built once as a template with 46 placeholders.
A Python script fills it from one CSV row per prospect; 2 example decks were produced.
0 placeholders were left unfilled in the outputs.

A Python script fills it from one CSV row per prospect; 2 example decks were produced.
Key point, computed from the sample files

02The scenario

In this scenario each outreach deck is copied and edited by hand, so names and numbers get missed and the design drifts from deck to deck.

Exhibit 1: Current-state process map: 4 manual steps across 3 roles

Source: sample files

03Issues in the data

Exhibit 2: Issues in the scenario, counted from the sample data

46fields to change per deck

6slides edited each time

46columns in the data source

Source: sample files

04How I approached it

A 6-slide editable PowerPoint template with [Token] placeholders for names, scores and findings.
A CSV with one row per prospect (46 columns).
A Python script that fills every token, sizes the score bars, colours the ratings and exports PDF and PNG.
2 filled example decks for placeholder prospects.

Exhibit 3: Target design for the scenario

Source: my design and the sample files

05How this applies to your business

Assess and designMap the current process, size the gaps from your own data, agree the design and a written scope.
Build and testBuild in your own tools with the checks built in, then run real cases end to end.
Document and hand overSOPs, a walkthrough and a handover, so your team runs it without me.

Exhibit 4: Responsibilities (R responsible, A accountable, C consulted, I informed)

Activity	Business owner	Specialist (me)	Your team
Approve the template	A	R	C
Maintain the CSV	I	C	R
Run the fill	I	C	R

Source: sample plan

06Controls and checks

Exhibit 5: Control framework: 2 checks, status read from the files

Check	What it catches	Status
No unfilled placeholders in outputs	A name or score left as a token	PASS
Every CSV column maps to a placeholder	Data that never reaches the deck	PASS

Source: sample files (Checks / Controls tab, test output or run log)

07What the files show

Exhibit 6: What the sample files show

6slides
46placeholders
2example decks filled
0unfilled tokens left

Source: sample files, measured by script. Sample data, not a client result.

The script reports 0 unfilled placeholders across the 2 filled decks.
Every filled deck exports to PDF and a PNG snapshot for email.

08Risks and how the build handles them

Exhibit 7: Risks and mitigations

Risk	Mitigation built in
A placeholder is left in	The script stops with an error if any token is left unfilled
Layout breaks with long text	Every filled deck is also exported to PDF for a visual check before it is sent

Source: sample design

09Appendix: files

A. Screenshots of the deliverable

Exhibit 8: Blank template cover slide with placeholder tokens for company, prospect and score

Source: sample files

Exhibit 9: Filled cover slide for placeholder Prospect A Dental with score ring

Source: sample files

Exhibit 10: Filled audit snapshot slide with five category scores

Source: sample files

Exhibit 11: Filled findings slide with impact and effort pills

Source: sample files

Exhibit 12: Code excerpt: fill_template.py, from line 23

def fill(row, out):
    prs = Presentation(TPL); left = set()
    for slide in prs.slides:
        for tf in frames(slide.shapes):
            for p in tf.paragraphs:
                for r in p.runs:
                    for tok in re.findall(r"\[([^\]]+)\]", r.text):
                        if tok in row: r.text = r.text.replace(f"[{tok}]", row[tok])
                        else: left.add(tok)

Source: fill_template.py

B. Downloadable files

File	What it is	Size
Audit-Outreach-Template.pptx	Editable 6-slide template with [Token] placeholders	60.6 KB
Audit-Outreach-Template.pdf	Blank template (PDF)	74.6 KB
Filled-Example-Prospect-A.pdf	Filled example deck (placeholder prospect)	78.8 KB
prospects.csv	Input rows: one row fills one deck	2.6 KB
fill_template.py	Script that fills the template from the CSV	3.3 KB

Sample build: realistic data, built to show how I'd handle this work. Names are placeholders and no client data is used.

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