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How to Use PowerPoint for Project Management: Detailed Guide
If you manage projects, you know the value of strong project management. Project management is the art and science of steering work from start to finish efficiently. You can use project management PowerPoint slides to guide the process.
With project management, you'll set goals, develop expectations, and form a team. Then, you'll collaborate to track progress and march towards a successful conclusion. And the best tool to use for project management software might be one you already know - Microsoft PowerPoint!
In this tutorial, you’ll learn how to build a project management presentation using Microsoft PowerPoint. We’ll work with a template and craft project management slides in moments. This will be a key part of your project toolbox. As you work, think of ways to apply these ideas to present a project of your own.
Jump to content in this section:
- Introduce the Project with a Project Plan Slide
- The Methodology Slide: Your Charter and Goals
- The Magic Behind a Project Presentation: Introducing the Team
- Staying on Track: Project Management Slides for Timelines
- SWOT Analysis: Mapping the Landscape in a Project Presentation
- Engagement: Gathering Feedback
- Collaboration: Working Together to Present a Project
Why Use PowerPoint for Project Management?
Project management is an essential part of business. Just as important are the tools you use for it. Project management software like PowerPoint is a leading example. By building a project presentation, you'll work together with a team to succeed in a project.
Why should you build a project management PowerPoint? The advantages are many. We already defined the idea of project management. It’s the task of planning tasks to achieve a goal and tracking them in real time. What better way to do that than with a visual, collaborative app like PowerPoint?
Consider these key advantages for using PowerPoint projections for your projects:
- Stakeholder communication. Project management slides are shareable across the world. That makes it easy to connect with all interested parties.
- Visual tracking. Powerful visuals like charts and tables help you illustrate tough project concepts. Doing in a clear, easy-to-follow way is easy in PowerPoint, and it helps you keep others engaged.
- Collaboration. PowerPoint is built for working together. You and your team can collaborate on slides in real time.
- Documentation. Project plan slide designs serve as useful documentation during and after any project.
As you can see, Microsoft PowerPoint is your best friend as you present a project. Let’s dive in and learn how to build project management slides.
The best way to begin is with a premium project management PowerPoint template from Envato Elements. Here, we’ll use the beautiful and versatile Project Management template design. Download it today to follow along.
How to Build Project Overview Slide Designs Quickly (Step by Step)
With the template open, let’s get to work. We’ll work through several slide design ideas with new ways to present a project. But keep this in mind. Premium project management slides like these have dozens of layouts inside.
The key is to choose a few that best fit your project needs. We’ll look at several layouts that you should plan to include in your next project presentation.
1. Introduce the Project with a Project Plan Slide
PowerPoint is powerful project management software! You can use it to build an array of project management slides on any topic.
The first step is to introduce your project with a project plan slide. Slide #2 in our template is a great choice for this. As you can see below, it’s an About the Project intro slide.
The text you see is merely a placeholder. All you’ll have to do is swap out this text for your own words. To get started, click into one of the text boxes and select the contents inside. Then, start typing! Fill in your own details.
To present a project well, a strong start is key. Don’t be too wordy here - the details, after all, come later. But be sure to add an eye-catching title. Then, briefly describe what you’ll be doing in the explanatory paragraph below.
Finally, you might want to add an image. Photos in project management slides are very important. After all, they often are worth a thousand words! To add an image, find the placeholders on the left side of the slide.
Then, browse to an image stored on your computer. Click on it, then drag and drop it onto one of the placeholders.
The image will appear, sized, and scaled to fit perfectly! You can repeat this across your project plan slide to add these all-important visual aids.
2. The Methodology Slide: Your Charter and Goals
Slide #3 is the place to dive deeper into your project. Think of it as a methodology slide. Here, you’ll specifically state what you want to do. And you’ll map out specific goals to accomplish it.
With a layout broken into sections, it’s easy to outline these key ideas. Be specific, but brief. Projects that become too complex risk going adrift with confused, varying expectations. Set specific metrics, keeping them to a small handful. Once again, you can easily drop them in by selecting the text boxes and adding in your own details.
When you’re finished, your project overview slide clearly informs your audience of your project scope and goals.
3. The Magic Behind a Project Presentation: Introducing the Team
Projects are only as good as the team behind them. And your project presentation should acknowledge this. Early in your deck, be sure to introduce your key team members.
Also, make sure to always list their titles or main role in the project. After all, without context, a list of names doesn’t mean much by itself.
In our template, slide #5 has a handy organizational chart built in. As you can see, it’s easy to add your own team to the slide. When you do, audiences will instantly grasp the structure of your organization. They’ll understand who is involved in the project, and the roles each person plays.
4. Staying on Track: Project Management Slides for Timelines
Successful projects have a defined timeline. These timelines help you track milestones and stay on pace to complete projects by a set date. But it’s often challenging to map these out on a project overview slide.
Fortunately, premium templates like this include robust methodology slide layouts like Gantt charts. With a Gantt chart, you can precisely illustrate tasks in each project. You can show off dependencies, and easily sequence tasks in logical order.
You’ll find this feature on slide #15. As you can see, slides like this can’t be left out of a good project management PowerPoint. At a glance, readers can see the tasks needed to complete the project. They’ll know the key part they play and be able to intuitively grasp if a project is correctly on track.
5. SWOT Analysis: Mapping the Landscape in a Project Presentation
A SWOT analysis is a hugely valuable asset in any project plan slide deck. SWOT is an acronym for Strengths, Weaknesses, Opportunities, and Threats. By examining each of these four aspects, it shows how your project fits into its competitive landscape.
A SWOT is vital in project management because it helps measure your chances for success. It also provides a clear picture of positive and negative externalities that impact the project. It’s an essential first step in PowerPoint projection slides. By clearly understanding your environment, you’re poised to succeed within it.
This template has several SWOT slides, like the one shown above. Perform these PowerPoint projection steps and map out your findings. Be prepared to engage with your audience, and brainstorm in real time. Building a SWOT analysis is an excellent way to develop stronger and more robust project goals to guide your future success.
6. Engagement: Gathering Feedback
Any successful project presentation answers many questions during its course. But as you present a project, engagement is imperative.
No matter how strong your slide deck is, you must always collect feedback from your audience. Often, this comes in the form of questions at the end of your presentation.
Always offer time for questions and answers. That way, you can ensure that your core project presentation message is understood. You can provide clarity as you present. By engaging, you'll develop stronger ideas and tactics to successfully execute your project.
A slide like this should always go at the end of your project management PowerPoint. Think of it as a Q&A time with your audience. Transition from a narrative delivery to conversation. This way, you’ll truly engage project stakeholders and inspire them to join your journey.
7. Collaboration: Working Together to Present a Project
You’ve just learned several key ways to present a project in PowerPoint! But here’s a final tip that you can bring to your own work. Don’t build project management presentation slides all by yourself!
After all, you’re working as part of a team. Enlist this team to help you craft even better project management slides. This way, you’ll leverage the very best that your group has to offer. Your slides - and your project - will surely benefit.
Fortunately, PowerPoint makes it very easy to collaborate as a global team. You don’t have to be physically present to contribute and work together in real time! As you build project overview slide designs, these features are your best friend. It’s a sure way to steer any project towards success.
The Best Source for the Top Project Management PowerPoint Templates (With Unlimited Downloads)
You’ve seen the value of sleek project plan slide designs. The best place to find these is Envato Elements. With thousands of PowerPoint themes to choose from , finding the perfect project management slides is a breeze.
The Elements offer is powerful. For a flat monthly rate, you’ll enjoy unlimited downloads of the full library of content. Along with PowerPoint slides, there are millions of stock photos, fonts, music, and more. All are included in the unlimited offer.
Find PowerPoint Templates
When you manage a project, don’t trust free project overview slide designs you might find online. Your project deserves the best, and the best it will get from Envato Elements. Embrace premium project management presentation designs and enjoy:
- Sleek project plan slide designs. You won’t waste time building slide layouts from scratch. Premium Elements templates are hand-crafted by designers with your needs in mind.
- Easy-to-use layouts. Not a PowerPoint expert? Or just pressed for time? Elements project methodology slide templates have you covered. Each one is easy to use, with helpful tutorial guides often included.
- Inspiring slide decks. Any project overview slide should be clear, concise, and to the point. Premium layouts help you with this. You can simply drop your own content into place.
As you can see, Envato Elements is the ultimate value for project management slides (and more) in 2023! Join today and explore the vast library.
Build Project Management PowerPoint Slides Today!
You’ve seen the value of making a project management presentation in PowerPoint. When you use PowerPoint for a project plan slide, you’ll create deliverable reports that are clear and easy to understand. You can instantly highlight key details and share with project stakeholders.
A PowerPoint projection slide for projects also helps you stay on track. Think of project overview slide layouts as a way to document progress. You can set and track milestones and share this progress with your team and other stakeholders.
You can’t afford to miss out in 2023 and beyond. Use PowerPoint to build a project management presentation of your own today!
Home Blog Business How To Create a Project Presentation: A Guide for Impactful Content
How To Create a Project Presentation: A Guide for Impactful Content
Corporate, academic, and business meetings share one common factor: successfully delivering project presentations. This is one skill professionals should harness in terms of articulating ideas, presenting plans, and sharing outcomes through an effective project presentation.
In this fast-paced reality where new tools and frameworks make us question the human factor value, we believe there’s much to be said about how working towards building presentation skills can make a difference, especially for making a project stand out from the crowd and have a lasting impact on stakeholders. We can no longer talk about simply disclosing information, the manner in which the narrative is built, how data is introduced, and several other factors that speak of your expertise in the subject.
This article will explore the art of project presentation, giving insights to presenters to deliver a memorable project plan presentation. Whether you are new to this experience or a seasoned presenter, this article promises to give you valuable information on how to build and present a project presentation that resonates with your target audience and will convert into your expected results for the project. Let’s get started.
Table of Contents
- Who is the audience of a project presentation?
Executive Summary
Project overview, the project process model, the project scope, the project resources, the project roadmap, the project activities plan, the project risks, quality control, project execution and monitoring.
- The Project Team
What Is a Project Presentation?
A project presentation is a business activity that brings together stakeholders and team members to oversee a project from execution to completion. During a project presentation, one or two people present a document or slide deck with an overview of all the project’s details.
During a project presentation, the project manager highlights key data about the project initiation and planning activities, like the project scope, requirements gathering, a deliverable list, timelines, and milestones.
The first instance of a project presentation is right before the execution of the project itself. Then, during the project process life cycle, you present it again with timely updates and news about the progress.
Who is the audience of a project presentation?
A project-related audience is made up of stakeholders – all individuals and entities that affect or are affected by the project’s existence.
Discuss the project presentation with team members that’ll work on the project so they know what’s at stake and what’s expected of them. They’ll need information like requirements, the roadmap, the work breakdown structure, and deliverables.
Stakeholders
Present your project to the stakeholders that can authorize resources and expenditures. Show them how the project will offer the solutions they want under the conditions they impose in a set amount of time.
Stakeholders want to know details like project scope, budget breakdowns, timing calculations, risk assessments, and how you plan to confront these risks and be ready for changes.
The Structure of a Project Presentation
Project presentations follow a standard structure covering all critical elements. Follow this guideline to ensure that you cover everything with the slides, the speech, and the discussion.
In the next section, we describe a project presentation structure you can build with SlideModel templates or working with our AI PowerPoint generator . As you will see, most sections in the structure are summaries or overviews of project management practices completed during initiation and planning.
At the start of your presentation, add an executive summary slide . This section is meant to welcome the viewer to the presentation and give an idea of what’s to come. To differentiate your executive summary from the project overview that comes right after it, use the opportunity to place the project into context.
In an executive summary , show how this particular project fits into the overall strategy for the company or the section it belongs to. If, for example, your project is about TikTok Marketing, offer information as to how it fits in the overall marketing strategy.
Continue the presentation with a project overview to show the audience what to expect. This section covers one slide or a combination of slides depending on the layout. The project overview slide serves as the introduction to a project presentation and what’s inside.
Include these items:
- An Introduction with a brief background about the project.
- A short explanation of the project’s objectives and completion goals.
- A quick overview of the timeline with start and end dates.
The project life cycle is the series of phases that a project goes through from its inception to its completion. The project process model is the group of knowledge areas, processes, and their relationships that will guide the activities along the project lifecycle. The next slide should display the chosen project process model and explain how it’ll be carried out along the different lifecycle phases. Project process models examples include Waterfall, Scrum, and V Model for software development, and Business Process Modeling Notation (BPMN) and Swimlane for general business-related projects.
Process models are important for the team to understand execution processes. Stakeholders need to see the process model to understand the systematic process of activities and how long they will take.
Use one slide for the model, show only high-level components, and offer details during the presentation if the audience asks for them.
The scope is a crucial element of any project and needs its own section in the presentation. The scoping process begins with requirements gathering and includes the creation of a work breakdown structure , an analysis of what’s in and out of scope, plus validation and scope management plans.
One or two slides are enough to highlight key scope details in a dashboard-style layout mirroring the information on your project scope statement. Preferably, place the scope slides towards the start of the project presentation close to the process model and project resources.
Every project needs resources, and that assessment must be included in the project presentation as well. In a general sense, all resources are what make up the overall budget for the project. In turn, you’ll need to show a budget breakdown that shows high-level resources.
Like many aspects of a project presentation, what you include depends on the industry you’re working for. Construction projects use constructors, materials, machinery, etc. Software projects use programmers, designers, software licenses, computers, etc.
Time is the main resource of any project. During project planning, the project management team estimates the required effort needed to complete the defined scope. Using the Project Process Model, Scope, and Resources, a plan is built. Present a roadmap to highlight the expected time for project completion and where each milestone falls along that line.
Roadmaps can be constructed with an infinite variety of visual layouts, from highly creative and illustrative to structured formats resembling spreadsheets and tables with color-coded roadmaps across the cells. Use one slide to show the roadmap highlighting time estimates, constraints, and projections. For updated project presentations, mark where the project is on the roadmap at that particular moment in time.
Every phase of the roadmap is broken down into action plans . Action plans list activities, their duration, allocated resources (human, material, and financial), and the relationship between activities.
Present your project activities plan with a Gantt Chart and a Costs Report. The Gantt Chart will show the activities to execute, how long they will take, and who (person or team) will be responsible for them. The costs reports will show how much the execution of activities will cost.
During the presentation, you’ll spend the most time on this section, as this is when and where your entire plan is outlined. To show more detail than the roadmap overview, use a few slides to show specific sections of the main Gantt chart and show key activities per phase or milestone.
All projects present risks, and to control them, they must be identified, assessed, evaluated, and mitigated . Visualize your risk assessment with a risk matrix and include it in the project presentation.
Use this slide to explain to stakeholders how you plan to mitigate the identified risks. Share with team members what’s expected of them in order to keep the risks under control. Risk management is a critical component of project management and something stakeholders will always be looking at.
Controlling the quality of project deliverables is critical for positive project outcomes and continued success with the deliverable. This process is called quality control or quality assurance.
The project process model includes which quality control techniques the team will use and when. Some quality assurance (QA) techniques include statistical process control (SPC), Six Sigma, ISO 9000, and Total Quality Management (TQM). Use one slide to visualize the process and your plan to execute it.
Once the project starts, the project plan is a living entity and evolves over time. This section will need to be regularly updated with progress reports, performance KPIs, and status updates.
Across these slides, explain how activities will be monitored and deliverable outcomes measured. Show exactly how you will determine if the project is on course or has deviations. Visualize all execution activities with a Gantt chart to show the current progress. Use big numbers and data points to highlight performance metrics. Use a comparison slide to visualize the completeness percentage vs. planned progress and budget consumption vs. planned budget.
Explain all monitoring activities for the execution phase using a calendar or schedule that shows on what days activities will take place and who is involved.
The Project Team
When presenting a project, include a stakeholder map to describe the management team, the sponsors, the main stakeholders, and the implementation team or teams. Depending on the size of the project, this will be an org chart or multiple org charts across a few slides.
Why is it important to present the project team to the stakeholders and vice versa? So that everyone involved knows the other parties and their responsibilities.
Another use for the team slide or slides is to present the next person who will speak during the project presentation. This gives the audience some background on that person’s role in the project.
Case Study – Project Presentation Example
Using the structure we present above, we outlined a case study of a realistic project and how the project manager puts together the project presentation using SlideModel templates. The project presentation example is based on a complex project of building a bridge (Cline Avenue Bridge). For the educational purpose of this article, we are not delivering all the elements of the project presentation, as it is out of scope. Still, we illustrate the more representative slides of each section, show how to prepare a PowerPoint Presentation for a project and how simple it is to adapt the templates to the content that needs to be presented. As a disclaimer, all information we present is an adaptation and reinterpretation of the real project, modified by SlideModel to fit the use case learning goals. This information and presentation should not be considered a source of information related to the Cline Avenue Bridge Project.
In this slide, the presenter summarises the project highlights in a project charter style. The Project Manager can extend this introduction all over the project lifecycle, and the speech can jump from different knowledge areas without the need to change slides or get deeper into details. Specifically, in the Cline Bridge Project, the objective is narrated, the location is just mentioned and linked to a map for further details, and a set of important facts are presented (Building Information Modelling Process, Budget, Duration, Sponsor, and Constructor). Key Highlights of the final deliverable are listed (Segmental Bridge, Material Concrete, 1.7 miles of length and 46 feet of width)
Process Model
The Process Model slide illustrates the framework for the project lifecycle, processes, planning, and execution. In this slide, the Project Manager will describe the model and how it is tailored to the specifics of the project. In this case, for the development and construction of the Cline Bridge, the builder has defined the use of BIM (Building Information Modelling) as the process model. During this slide, the presenter can describe the lifecycle phases (Design, Production, Construction, Operation, and Planning) and drill down one level over the knowledge practices involved. For example, the initial stage consists of “Design”, which has two main knowledge areas, Conceptual Design, and Detailed Design. The project manager is able to explain this definition without the need to outline detailed processes and activities within them.
The Scope section of the presentation generally involves several slides, as the content layout is a list of “requirements.” Based on this fact, a table layout is suggested to make good use of space. It is important to avoid abusing the “list” and present the group of requirements rather than specific requirements. Otherwise, the project manager ends up transcribing the requirements document.
In this project presentation example, we present 10 groups of requirements traversing different stages of the project lifecycle.
- Design Standards: Bridge design must comply with local, national, and international design standards, including relevant engineering and safety codes
- Load Capacity: The bridge must be designed to safely carry a specific maximum load, which would include the weight of the bridge itself, traffic, pedestrians, wind, and other factors.
- Seismic Design: The design must account for seismic loads.
- Aesthetic Design: The bridge must be designed to meet certain aesthetic criteria aligned with the artists and architects.
- Accessibility and Use Requirements: Requirements for pedestrian walkways, bike lanes, vehicle lanes, load restrictions for vehicles, clearance heights for boats if over a waterway, etc.
- Regulatory Approvals: The project must secure all necessary permits and approvals from relevant local and national regulatory bodies.
- Environmental Impact: The project must take steps to minimize its environmental impact during construction and the operation of the bridge, including implementing erosion and sediment controls.
- Materials Simulation: Materials should comply with regulations and usage expectations for current and future expected requirements.
- Site Preparation: The project must include preparation of the construction site, including any necessary land clearing or grading.
- Foundations Construction: Foundations will need to support materials weight and traffic expected for the next 30 years.
- Site Acquisition: Acquire site and terrain for building and logistics.
Building a bridge involves a high level of resource usage. In an executive meeting of a project presentation, the recommendation is to structure this section as a Financial table with only one level of detail. Further details are delegated to specific resources and cost analysis presentations.
The resources list presented is:
- Professional Services
- Construction Labour
- Quality Assurance
- Contingency
- Waste Disposal and Cleanup
- Subcontractors
In order to break the style of table after table during the project presentation, we suggest using visual elements as icons and colors metaphorically related to each of the elements listed.
Project Roadmap
As explained earlier in the article, the project roadmap serves to offer a comprehensive overview of the significant milestones that will happen over the course of time. Given the magnitude of a bridge construction project and its prolonged duration, it is advisable, particularly for such extensive endeavours, to present a roadmap that aligns milestones with corresponding lifecycle phases in a discernible manner. This approach enables the audience to mentally envision the sequential progression of the construction process.
Aligned with previous slides, in the example we created a roadmap with the following high level milestones, and sub componentes:
- Project Budgeting and Financing
- Land Purchase & Renting
- Conceptual Design
- Detailed Design
- Access Routes
- Waste Disposal
- Simulations
- Materials Tests
- Seismic Tests
- Fabrication
- Preparation of Modular Pieces
- Build and Assembly
- Test under Acceptance Criteria
- Stress Test
- Operation and Maintenance
As you can see, the Project Manager decided over a sequential roadmap, presented with little detail in timings, with start and end dates to picture dimension over the diagram.
Action Plan
In the bridge construction project of the example, there will be plenty of activity plans. All along the project several of these slides will be created and updated. The most suitable option for presentation tasks, durations, precedence relationship and resource allocation is the Gantt Chart Template. We present the first Quarter of the project, over the Conceptual Design Activities.
As displayed in the PowerPoint Slide , the subtitle clarifies the number of slides that will be used for this purpose.
The activities presented are:
- Site Analysis
- Feasibility Analysis
- Design Concepts
- BIM Model Creation
- Model Revision
- Environmental Impact
- Present Design
Project Risks
Risk management is an iterative process all over the project life cycle. When presenting your projects, the risks will vary depending on the progress over the roadmap. For this specific example we decided to present the risks being discussed during the Ideation stage, where the developer is exchanging risks with contractors and the company that will build the bridge.
Our suggested layout for this kind of information is a simple table, where the risks are clearly readable and visible, while the description is a hint for discussion rather than an in depth explanation.
It is very important to classify the presented risks, at least with two dimensions; “Impact” and “Probability”. This will generate quality conversations around them.
Outlined Risks during the Initiation Phase:
- Design Errors
- Construction Delays
- Budget Overruns
- Regulatory Changes
- Site Conditions
- Equipment Failures
- Health and Safety Incidents
As the reader can spot, the risks outlined, are very high level, and each of them will trigger specific Risk Analysis Reports.
The quality control section of the project presentation may vary depending on the quality process adopted. For large scale companies with a uniform portfolio of projects , it is common to see a continuous improvement quality model, which iteratively builds quality over the different projects (for example software companies) For construction companies like the example, the situation is not different, and the quality control model is aligned with the specific building process model. In this specific case, the project manager is presenting the quality control process to be applied over the BIM model and the Quality Control process to be followed for the physical construction of the bridge:
Execution and Monitoring
During the project, several status meetings will be carried out. During the project presentation the manager can establish the pattern to be used along the project.
For this example, we set a basic progress dashboard where the project manager can present :
- The current timeline
- Top 5 issues
- Current Burndown
- Top 5 risks.
The art of project presentation goes beyond listing data in random slides. A project presentation is a powerful tool to align stakeholders and foster an environment of trust and collaboration over factual information.
With a structured approach, all members involved in the project design and execution can understand the direction that’s being taken and the importance behind certain decisions. We hope these insights can turn your project into a powerful presentation that inspires and deliver results.
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Project management powerpoint presentation slides with all 69 slides:.
Our Project Management Powerpoint Presentation Slides have catchy designs. The enthusiasm they create is contagious.
Project Management involves planning, organizing, managing and controlling resources, tasks, and goals of a project to achieve specific outcomes. It entails understanding the project scope, defining the objectives, identifying risks, managing budgets and timelines, and executing tasks to ensure successful completion of the project.
A project scope and description helps define the boundaries, objectives, deliverables, and timelines of a project, and provides a framework for project planning and execution. It also serves as a guide for project managers to identify risks and develop strategies to mitigate them.
A work breakdown structure (WBS) is a hierarchical decomposition of the project into smaller, manageable components that are easier to manage and track. It is important because it helps break down complex projects into smaller, more manageable tasks, and allows project managers to assign responsibilities and timelines more effectively.
Risk management involves identifying, assessing, and mitigating risks that may impact project outcomes. It is important because it helps project managers anticipate and address potential problems before they occur, and develop strategies to minimize their impact on the project.
A project status report provides an overview of the project's progress, including completion status, budget, and timeline. It is important because it allows project managers to monitor the project's performance, identify potential issues, and take corrective action if necessary. It also helps stakeholders stay informed and engaged in the project's progress.
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Project Management Presentation Templates
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What is project management, who can use our project management powerpoint template.
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Discover a wide range of templates to suit your project needs
- Agile and Scrum: Most suitable for projects that are developed in cycles usually used in iterative development models.
- Waterfall: Ideal for a linear development model that follows phase by phase approach core to traditional project development style.
- Gantt Charts and Timelines: Plan out and represent object and process dependencies of a project.
- Risk Management and Status Reporting: Make sure that every task is on the right track, and know which risks may occur in future.
Incorporate these key stages into your presentation to clearly outline the project management process:
- Then use Project Initiation to examine and recognize project goals and requirements, products and timelines.
- Go to Project Scheduling and create a more complex schedule using the Gantt charts among other tools that are relevant to the project.
- Project Execution entails the necessity to assign work, allocate resources, and consequently the work performance inspection.
- Last, in the Project Monitoring will assist in the monitoring of the resultant and making of such changes if possible.
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Additional tips for a successful presentation: .
- Practice your delivery: The other is to practice the presentation so that you are more relaxed and more confident.
- Engage your audience: Engage the audience by telling stories and using aspects such as games.
- Tailor your content: Remember, you have to provide the material in a manner that is best suited for your audience.
- Handle questions effectively: You should be ready to answer questions and respond to customers’ issues or complaints.
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We're here to help you, what are the key benefits of using project management presentation templates.
Project Management presentation templates save time, increase organization, and make stakeholders understand and be more engaged with the project details. Key benefits are grasped concerning the streamlined project planning front; not only are all the tasks and deadlines clear, but the visualization of tasks and milestones is crystal clear as well.
What software can I use to create and edit Project Management templates?
You will find numerous sources that can be used in making and modifying project management templates, such as Microsoft PowerPoint, Google Slides, Canva and Microsoft Excel or Google Sheets. Furthermore, designing and customizing can be done using tools like Adobe Illustrator.
What are the key design elements to consider in Project Management templates?
Some of the key design elements for the project management template include clarity, readability in the fonts used, effective visuals such as charts and timelines, consistency in the color schemes as well as usability that allows easy handling so one could easily customize and navigate through, hence, producing a professional and functional output.
How can I effectively use Project Management templates in my presentations?
Customize project management templates according to the specifics of your project and incorporate all that with the use of visual aids to highlight key activities, milestones, and deadlines, thereby consistently and effectively applying design elements. Thus, your message becomes clear, well-arranged, and presented professionally.
How do I choose the right Project Management template for my project?
One must choose the right project management template that would meet his needs best: whether it is to track tasks, timelines, or resources. A suitable template should reflect your project's complexity first, and then it should be easy enough to tailor it to the workflow of your team.
What types of Project Management templates are available?
Some very popular templates of project management tools are Gantt charts, for creating timelines; Kanban boards, for managing tasks; project roadmaps, for long-term goals; and a task list, to track deadlines; besides all this, template tools for resource allocation for managing team and resource distribution are also there.
How can I make my presentations more visually engaging?
Make your presentations appealing using good quality images, infographics, and charts that go hand in hand with the message you're trying to convey. Be consistent in terms of color usage, as well as the fonts, and be interactive while using animations or transitions to keep the audience's attention focused.
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If you’re just diving into the world of project management for the first time, you might feel intimidated by starting a new project. Fortunately, you can utilize the project life cycle, which is a set of stages that takes a project from start to completion. Read on to learn about each phase of the project lifecycle, its role in the success of the project, and how you can properly manage each phase for optimum results.
What are Project Phases?
Project phases are smaller portions of a project that represent distinct goals or milestones in the larger project lifecycle. Within the project lifecycle, there are 5 project phases, as defined by the Project Management Institute:
- Project Initiation
- Project Planning
- Project Execution
- Project Monitoring and Control
- Project Closure
An entire project comes with a lot of requirements before it could even start, which are often gathered during the discovery phase or requirement phase. Once the project kicks off, each stage of the actual execution itself has another set of specific requirements of the project team, as well as key deliverables and action items that keep the project moving forward successfully. Mastering project phases is essential for keeping the project on track while completing essential tasks and checkpoints throughout the process.
Read more: 14 Important Questions Project Managers Should Ask the Team
What are the 5 phases of project management, project initiation phase.
A team’s performance during the Project Initiation Phase can result in either authorization, delay, or discontinuation of a new project.
The main goal of the Initiation Phase is to ensure that the project meets business needs and that stakeholders and project teams are aligned on the project success criteria throughout the project life cycle.
To achieve the project goal, it’s best to involve internal and external stakeholders from the Initiation Phase . This way, you can effectively align expectations and increase the likelihood of completing all the deliverables throughout the project management life cycle.
During the Initiation Phase, the entire project team defines the project idea, and the project sponsor evaluates it and authorizes the project to proceed. The project manager starts the documentation process, which includes the justification, deliverables, risks, estimated cost, and resource requirements.
The Project Charter is a key deliverable of the Project Initiation Phase and contains all this information. It is the first formal definition of the project. It authorizes the project to exist, establishes the authority of the project manager, and documents high-level requirements, project milestones, and success criteria.
Another important document in the Initiation Phase is the Stakeholder Register. This document includes information about all the stakeholders of the project. It identifies the people, groups, and organizations that have an interest in the task, project, and its results.
Approval of the Project Charter signals the advance of the project to the next phase, the Project Planning Phase.
Read more: What is a Project Charter? Complete Guide & Examples
Project Planning Phase
Once the expectations and success criteria are clear, the next project management life cycle phase focuses on planning each task the team needs to perform to cover the scope, achieve the deliverables, and meet the overall goal.
In the Project Planning Phase, the project team members dive into specific requirements, tasks, timelines, and actions. The project manager works with the entire team to create the design, enumerate the task list, and estimate the budget.
The project team builds the resource plan, the communications plan, and the initial project schedule. The project manager also establishes the roles and responsibilities of the team and stakeholders. The project scope is finalized depending on approved available resources and client priorities.
During the Planning Phase , the project team finalizes the Work Breakdown Structure, Project Plan, Requirements List, Communications Management Plan, and other relevant documents to iron out the workflow and coordination with involved parties.
The Project Plan is a key deliverable and contains a detailed work breakdown structure (WBS) or task list with start and end dates, and estimated effort and duration. It identifies milestones, resources, and the schedule. It also includes task dependencies that will allow the project team to use the critical path method if it chooses.
Other important deliverables are the Communications Management Plan, which helps facilitate effective communication with stakeholders, and the Resource Allocation Plan which identifies the schedule of project team resources as to their availability during the whole project life cycle.
Something PMs should keep in mind: As you discover more information, you may have to adjust your previous Project Plan and related procedures. More complex projects will require more back-and-forth approvals for every task created.
Project planning is an iterative process so the project manager should review, revise, and revisit all the plans at least once a month until the completion of the project. It is crucial for the project team to involve relevant stakeholders in this stage of the project life cycle as well.
Read more: Project Management Communication Plan
Project Execution Phase
The Project Execution Phase is where the project team executes and follows through on tasks based on the Project Plan. At this stage, the team spends most of its time coordinating with people, helping to ensure quality work, keeping track of resources, and updating stakeholders.
Sometimes called the Implementation Phase, this is the phase when the project manager tries to manage every task and aspect of project delivery to keep the project on track for the remaining duration of the project life cycle.
The project team focuses on achieving all the objectives set in the earlier phases. At this phase, the project leader likely uses project management software to assign every task to team members. Tools that centralize task information, along with resource availability and team communication can simplify and optimize the needed project management processes.
Quality Assurance documentation, meeting minutes, and Work Orders are some of the documents created during the Execution Phase of the project management life cycle.
It’s also likely that you’ll discover new information that will require a revisit and update of the initial project management plans. Be vigilant with change requests, and make sure that the necessary adjustments are managed.
Read more: Understanding Different Types of Stakeholders and Their Roles
Project Monitoring & Control Phase
The best way to ensure progress and improvement is by tracking and reviewing project performance.
Simultaneously during execution, the project team carefully tracks the progress of the project based on the Project Plan established earlier. Tracking the performance of the project through various metrics is crucial to ensure the project stays on schedule, within budget, and within scope.
The project team keeps track of change management documents, spending records, QA checklists, and team time tracking. They are able to measure where efforts and resources go throughout the project life cycle, crosschecking it with the Project Plan.
Both the Execution Phase and Monitoring & Control Phase are critical times that can determine project success. Aside from monitoring the progress of tasks, the project manager also tries to identify issues or risks, creates a mitigation plan with the team, and reports the project status regularly to stakeholders.
Being diligent in recording and measuring project progress puts the project team in a strategic position. They can identify bottlenecks and initiate essential discussions or project management process improvements.
Having a proactive approach will allow the project team to respond rapidly to any change in the plan. Consistent and appropriate status reporting will update interested stakeholders and provide them the opportunity to intervene in or redirect the project as needed.
If additional planning, time, or resources are needed, you’ll need to communicate them to relevant project stakeholders before it’s too late. You’ll also have the data and results to back up your requests, so you have a better chance of justifying your requests and maintaining their trust despite circumstances.
Read more: 10 Best Project Management Software Buyers’ Guide
Project Closure Phase
In the last project management life cycle phase, all the activities related to its completion are concluded. These may involve the submission of a final deliverable, fulfilling contractual obligations, terminating relevant agreements, and releasing project resources.
The causes of a project closure can be completion, cancellation, termination, or transfer to a new organization. The documentation required to complete Project Closure will differ depending on the situation.
In this phase, the project manager communicates the final project disposition and status to all stakeholders. This phase also ensures to inform participants and stakeholders of any follow-on activities or continuing product life cycle so they can communicate and coordinate with the people in charge.
Regardless of the outcome of the project life cycle, however, it would be good for the team to conduct a project retrospective. During this post-mortem activity, the project team can process new lessons and ensure the improvement of current project management processes for a future project.
During the project closeout, documents to turn over can include various project documentation, final meeting minutes, and other closure reports. These documents can identify and capture lessons learned and best practices for future reference and reuse.
It is a good idea to organize and store project materials in a shared team folder. These materials can provide reference during performance evaluation. The opportunity to continuously test, improve, or reinvent ways to manage the whole project life cycle can help grow the organization and its business.
Read more: How to Host a Good Project Post-Mortem Meeting
VIDEO: Recap of 5 Project Management Phases
Why Are Project Phases Important?
All projects go through each of the five phases regardless of their size.
The decision to officially divide a project into phases is an excellent way to manage the team’s focus, allocate resources, and align the entire project life cycle with clients and stakeholders.
By thinking in terms of phases, the project team ensures that deliverables produced at the end of each phase meet the project’s goals. Managing a project by phase also makes sure that the team is properly prepared for the next phase.
Project life cycle phases provide additional benefits. The approach provides a structured approach for project delivery. Defined activities, outputs, and responsibilities create a clear and common roadmap for the project team to follow.
Defined phases and defined roles show a visible framework easily understood by all team members and stakeholders. Assignment of responsibilities by phase clarifies what the team should only be doing in each phase and helps streamline communication.
Working on projects phase by phase helps track and link progress directly to each phase. Completion of each phase is easily recognizable by all involved.
Another benefit of project management by phase is the progressive evolution of the project. This helps identify areas that need greater attention for a particular phase. It also marks clearly the points and opportunities for structured reviews to support project governance.
Though equally important, they are not to be confused with the process groups outlined in PMBOK’s IPECC model , which also includes initiation, planning, execution, control, and closure but refers to a collection of activities needed to achieve specific goals. Process groups are sometimes considered part of project phases.
While PMBOK recommends assigning project phases according to a project’s life cycle, project teams can follow their own system depending on their industry, organizational policies, and other relevant factors. For example, teams and organizations focused on monitoring the usage of resources can use the critical chain project management methodology.
Read next: Key Project Management Terms and Concepts
Throughout the project lifecycle, there are a variety of tools that can be used to limit stress, automate workflows, and keep the project moving successfully.
Gantt Charts
Gantt charts are a powerful planning tool that can help teams visualize individual deadlines against task dependencies and overall project progress. This type of chart can be especially useful early on in the project lifecycle, particularly the planning stage.
Project Management Software
Project management software solutions are likely the most well-known tools in project management—and for good reason. Within one application, users can set task deadlines, view project overviews, extract data about project progress, automate workflows, and more.
Collaboration Tools
Whether it’s a remote team, in-office, or a hybrid blend, collaboration is one of the most important elements of running a successful project. While some project management software solutions offer built-in collaboration tools, utilizing the power of other tools that are directly centered around team communication, such as Slack, can ensure the team has a central space to communicate updates.
Throughout the project lifecycle, the project manager takes ownership of the project and relays updates to team members. As each phase of the project progresses, the project manager will facilitate discussions, track progress, and address any roadblocks.
The project initiation phase is arguably the most important phase of the project lifecycle, as this is when the project is conceived and approved so that work can begin. During this phase, it’s common for a team to present a proposal in order to gain approval for the project.
Read more: Project Proposal with Template
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Project Management Presentation Template
Identify the purpose and audience for the presentation, create a draft structure for the presentation, seek relevant data and information to include in the presentation, approval: draft structure.
- Create a draft structure for the presentation Will be submitted
Create slides for the presentation
- 1 Professional
- 3 Minimalist
- 5 Corporate
Incorporate relevant images and graphics in the slides
- 3 Photographs
- 5 Infographics
Review and edit text for clarity and conciseness
- 1 Eliminate jargon
- 2 Check grammar and spelling
- 3 Simplify sentence structure
- 4 Ensure consistent tone
- 5 Remove unnecessary information
Approval: Text review
- Review and edit text for clarity and conciseness Will be submitted
Design slide layout and theme
- 1 Title and content
- 2 Title and two columns
- 3 Section header
- 4 Title only
- 1 Warm colors
- 2 Cool colors
- 3 Neutral colors
- 4 Contrasting colors
- 5 Monochromatic colors
Add voice over or speaker notes if needed
- 1 Voice over narration
- 2 Speaker notes
Finalise slide transitions and animations
- 4 Motion path
Approval: Slide design
- Design slide layout and theme Will be submitted
Prepare presenter notes and handouts if needed
- 1 Key talking points
- 2 Transition phrases
- 3 Additional information
- 4 Cues for visual aids
- 5 Potential audience questions
- 1 Summary of key points
- 2 Reference sources
- 3 Additional resources
- 4 Contact information
- 5 Action items
Test run presentation internally for feedback
Approval: internal test run.
- Test run presentation internally for feedback Will be submitted
Make necessary adjustments from feedback
Complete final review of the presentation.
- 1 Content accuracy
- 2 Visual consistency
- 3 Slide order
- 4 Font and formatting
- 5 Hyperlink functionality
Approval: Final review
- Complete final review of the presentation Will be submitted
Rehearse the presentation for smooth delivery
- 1 Speech delivery
- 2 Slide transitions
- 3 Timing and pace
- 4 Visual cues
- 5 Audience interaction
Deliver or upload completed presentation for use
- 1 In-person presentation
- 3 File upload
- 4 Email attachment
- 5 Shared link
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Project Management
How to apply the people, process, technology (ppt) framework.
Sudarshan Somanathan
Head of Content
September 27, 2024
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The world of business is at the crossroads of several pivotal developments. The pandemic changed the way we see work— remote and hybrid models became mainstream . Artificial intelligence has reached a practical level of maturity with GenAI . Technology has become an even more integral part of businesses .
As a result, organizations across the globe are in a state of constant digital transformation . It’s no wonder that the digital transformation market is projected to reach $4907 billion by 2030 .
Yet, it’s important to note that digital transformation is not just about adopting new technologies. It represents a fundamental change in the role technology plays in business. It’s an organizational transformation that demands the reimagining of business operations, streamlining processes, and changing behaviors to deliver value in the marketplace.
The People Process Technology (PPT) framework is designed to enable exactly that. PPT takes a holistic approach to digital transformation, going beyond technology. In fact, in PPT, tech comes last!
If you’re curious about how the PPT model can help you achieve your strategic digital transformation goals, read on.
What Is the People, Process, and Technology Framework?
1. map your people, process, and technology landscape, 2. have a clear vision, 3. make a balanced resource allocation plan, 4. prepare to manage change, 5. communicate. communicate. communicate, 6. plan for upstream/downstream effects, 7. observe and adapt.
The People, Process, Technology (PPT) framework is a model for assessing and improving organizational effectiveness. It focuses on three key elements.
🧑🏻 People: The human resources within your organization, including employees, contractors, and stakeholders. This part of the framework emphasizes skills, knowledge, roles, responsibilities, and culture.
➡️ Process: Workflows, procedures, and methods you use to run the businesses. This includes the formal and informal processes, ranging from leave application to quality control.
🛠️ Technology: The tools, systems, and infrastructure that support successful business operations. This includes software, hardware, and other technical resources.
Though digital transformation gained ground in the 2000s, the PPT framework has its history in management psychologist Harold Leavitt’s model from 1965. Leavitt’s Diamond model focused on four key components: people, tasks, structure, and technology.
According to Leavitt, these elements are interconnected, and changes in one area will inevitably impact the others . Over time, the Diamond model evolved, with the “structure” and “tasks” components being reinterpreted or merged into what we now refer to as “processes.”
This shift reflected a growing recognition of the need to formalize and optimize workflows as technology became more integrated into business practices. This is especially true when it comes to an organization’s digital transformation strategy .
Remember that the people process technology framework is about more than these three elements alone; it is also about their interconnectedness and interactions .
For instance, it is not just about the project management tool the organization pays for but also how the teams use it and how it shapes their performance.
We’ll explore that next.
The Interplay of People, Process, Technology in Businesses
Uber, the world’s largest taxi company, owns no vehicles. Facebook, the world’s most popular media owner, creates no content. Alibaba, the most valuable retailer, has no inventory. And Airbnb, the world’s largest accommodation provider, owns no real estate. Something interesting is happening.
This change in the business world also creates a new interplay between the aspects of people, processes, and technology. Here’s how.
People are the heart of any digital transformation initiative . Their knowledge, skills, creativity, passion, and leadership execute and sustain the change.
Their ability to follow processes can lead to efficiencies, speed, consistency, and compliance. On the other hand, if they are reluctant to use technology, they might miss out on easier, faster, more convenient ways to work.
Engaged employees understand the intent of the process and follow it judiciously. They are better equipped to leverage technology effectively, leading to a more agile and responsive organization.
Processes refer to the way the people in an organization execute change. It encompasses workflows, procedures, and methods followed by the people. This could be anything from dealing with an agitated customer to writing thoughtful responses to letters from seven-year-olds .
Well-designed processes ensure that operations are efficient, scalable, and aligned with the company’s strategic goals. They help people deliver consistent work, often reducing decision fatigue. They also help technology teams standardize and automate processes to improve productivity.
Technology includes the tools, systems, and infrastructure used in the organization. This could be anything from software and hardware to data management systems and communication platforms.
The technology we use shapes the way we think . When all you see is a spreadsheet, you’re bound to think in rows and columns. By choosing the right technology, you can either empower or hinder employee performance. Likewise, you can also improve or complicate processes.
Every day, people, processes, and technology interact with each other in myriad ways. What we know is that an optimal interaction of the three can create extraordinary outcomes.
Let’s see how you can facilitate that.
Implementing the PPT Framework in the Real World
The simplicity of the PPT framework can often mask its intricate fabric. Any organization would be amiss to ignore the dozens, if not hundreds, of ways the three elements interact and impact one other.
Leveraging the PPT framework as part of any project management or digital transformation strategy needs a considered approach. Here’s a step-by-step guide using a project management system like ClickUp .
If that seems like a humungous task, it is. So, begin by outlining the scope of your project. For example, as part of your digital transformation initiative, if you’re implementing a testing automation tool, here’s what you could do:
People : Think about all the stakeholders of the tool, not just its direct users. This could include business analysts, developers, DevOps, customer service teams, etc.
Process : Map the current testing processes you’re following. Identify gaps and critical junctures.
Technology : While testing automation is a whole new tool you don’t yet have, think of all the tech you use in the process. You might be using a bug-tracking system, for instance. Or just listing defects in a spreadsheet. Audit all of them, even if they seem tangential.
Use a process mapping tool like ClickUp Whiteboards to make this visual and collaborative. Bring various stakeholders on the same page, discuss elements, leave comments, address concerns, and take action, all in one place.
⚡️ Template Archive: For beginners, here are some process map templates to save you from the horrors of a blank page.
The PPT framework in action: Apple’s integrated PPT ecosystem
Apple’s exemplary product development process demonstrates the deft interplay between people, processes, and technology. As a philosophy, Apple tightly integrates hardware, software, and services for better quality control and UX.
To achieve this, they hire top engineering talent, cultivate a culture of design excellence, and invest in advanced manufacturing techniques, creating a seamless ecosystem within the organization.
For your digital transformation project, have a clear vision. Set specific business objectives and success metrics for each of the three elements: people, process, and technology.
Document your vision as a handbook or a project charter with ClickUp Docs . Leverage the AI capabilities of ClickUp Brain to summarize it, create tasks, notify users, etc.
Successful transformation requires balanced investment across people, processes, and technology. Allocate resources thoughtfully, avoiding over-investment in one area at the expense of others, as the consequences can be catastrophic.
🚫 Overemphasis on technology : Prioritizing technology over people and processes can lead to complex systems that employees are not very fond of using or processes that do not align with the technology.
This can result in underutilized tools, staff resistance, and ultimately, a poor return on investment.
For instance, if you implement a complex customer relationship management (CRM) tool and your sales teams hate it, forcing them to use it will not produce the results you seek.
To avoid this, invest in training your employees on any new technology you implement. Align technology with the actual needs and capabilities of the organization’s workforce.
🚫 Overemphasis on people : Focusing heavily on the people aspect without corresponding attention to processes and technology can result in inconsistent outcomes, inefficiencies, and a lack of scalability. Employees might create processes that are convenient to only them or perform too many manual tasks, leading to burnout.
Avoid this by balancing the focus on people with well-defined processes and the right technology tools that help achieve organizational efficiency and consistency.
For instance, use ClickUp Automations to reduce manual workloads and time spent on routine, mechanical tasks.
Don’t know where to start? We’ve brought help. Check out business process automation examples to help streamline your processes.
🚫 Overemphasis on process : Focusing disproportionately on processes can lead to rigidity, where employees feel constrained instead of empowered. Processes that are overly complex or unsupported by the right technology can create frustration.
So, review and update processes regularly to ensure they are flexible and aligned with people’s capabilities and technological advancements. Use process improvement templates to determine where there is room for improvement and execute accordingly. Actively seek employee feedback to refine processes.
🚫 Underinvestment in any one area : Neglecting any aspect of the PPT framework can lead to a breakdown of the entire system.
For example, underinvestment in technology can lead to outdated tools, while underinvestment in people can result in a skills gap.
Maintain a balanced approach by regularly assessing and adjusting investments in all three areas. This doesn’t mean you must give all equal importance.
Based on maturity, needs, budgets, culture, etc., one element might need more attention than the other. Ensure each element receives the necessary resources and attention to support the others effectively.
🚫 Lack of integration across PPT elements : If you don’t integrate people, processes, and technology effectively, it can result in disjointed operations, communication failures, and a lack of alignment with your objectives . This fragmentation can slow down decision-making and reduce overall effectiveness.
Foster meaningful integration by encouraging cross-functional collaboration. Ensure that changes in one area (e.g., technology upgrades) are communicated and aligned with processes and people. Use regular reviews to assess how well-integrated these elements are and make adjustments as needed.
To protect yourself from being swayed by the tides of the project, create a plan upfront.
ClickUp’s Digital Transformation Strategy and Plan Template can be incredibly useful here. This beginner-friendly template helps you map out your goals, break them into manageable action items, and track progress toward successful implementation.
Digital transformation projects are, in essence, about change. Even the best-intentioned changes are disruptive. So, a certain amount of resistance from team members is natural. Create a robust change management strategy to get ahead of this.
✅ Educate : Invest in knowledge management. Create a comprehensive change management guide before changing existing processes. Prepare, support, and guide individuals and teams through the transformation.
✅ Enable : Use change management software to involve stakeholders early in the process. Offer training and support, explain the next steps, and encourage them to actively adopt the new digital technology solutions.
✅ Operationalize : Based on your experience, create change management templates that can be applied to future projects or other teams.
The PPT framework in action: Netflix’s effective change management strategy
Netflix’s change management strategy during its transition to streaming is a great example. The company invested in ensuring their teams had the skills and mindset to support the move from DVD rentals to streaming.
They re-engineered their content delivery processes, streaming experience, and content recommendation algorithms and created a culture of data-driven decision-making.
As a result, Netflix pioneered a whole new way of media consumption and successfully transformed itself into the world’s leading streaming service.
When implementing digital transformation projects, communicating once initially is not enough. You need to maintain ongoing conversations with every stakeholder to reiterate the purpose, foster alignment, and improve adoption .
Enable real-time collaboration software like ClickUp Chat to facilitate asynchronous conversations. This not only eliminates the need for meetings/disruptions but also enables a common forum for team members to collaborate effortlessly.
The success of the PPT Framework lies in treating people, processes, and technology as interconnected elements. This means that any change you make to one will most certainly impact the other two.
- Identify dependencies and connections
- Measure the level of impact
- Prepare to mitigate any risks or points of failure
Implementing a structured business process management strategy can help you prepare for upstream/downstream impact. Check out these business process management examples to stroke inspiration.
Digital transformation isn’t a one-and-done thing, especially not in a world where technology is evolving so rapidly. Use the PPT framework as an evolving system. Review and refine the framework as you gain more information.
Foster a culture of continuous improvement, actively address feedback, and optimize all aspects of the business.
The PPT framework in action: Toyota and Kaizen
Toyota’s culture of continuous improvement (Kaizen) is a standout example.
- People : They emphasized training and empowering employees to identify and solve problems, which also powered quality control and innovation
- Process : They developed a lean manufacturing process to reduce waste and improve efficiency through techniques like Just-In-Time (JIT) and Kanban
- Technology : They integrated automation and robotics to improve precision, consistency, and speed
Today, Toyota is one of the most efficient and profitable automotive manufacturers in the world. And the Toyota Production System is adopted globally across industries.
Build Resilient Organizations with ClickUp
Change is inevitable. Resilient organizations not only adapt well to change but actively embrace its opportunities.
They build strengths across people, processes, and technology to evolve in tandem with the market’s headwinds. They manage the interconnectedness of these three elements with ease, balancing the needs of each element and stepping in to fill in gaps as circumstances change.
Organizations built to last are always on the lookout for ways to improve efficiency, foster innovation, and navigate change more effectively.
They use a comprehensive suite of business tools to create this resilience. A suite of tools like ClickUp.
With features supporting project management, scheduling, reporting, resource allocation, and time tracking, as well as creative brainstorming, real-time collaboration, and more, ClickUp has everything an enterprise needs for digital transformation.
Try ClickUp today for free !
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Project Management Presentation Slide
A zigzag diagram for project management presentations helps define the project’s different phases. The neat and clean infographic allows process flow presentation in a linear movement. The users can display end-to-end production with steps and stages of project management. The readymade template involves concepts that suggest project management phases for the viewers. It includes establishing the project, defining the project, planning the project, executing the project, and reviewing & close the project stages. Each circle’s designs have a connection with one another. So, it is best to show the relationship between elements. Besides, the users can use the different colors and themes using google slides edit options. Get a project management template now!
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Project Management Presentation Template
A project management presentation is used to describe your project in its entirety from the product itself down to process. Businesses can better explain their projects to key stakeholders with Beautiful.ai’s project management presentation example.
Our customizable template has everything you need for a project management presentation like financial plans, organizational steps and project planning. A thoughtful project management presentation can help partners and collaborators align on project details to ensure all deadlines and expectations are met.
Our project management template can also help you:
- Share additional resources with key stakeholders
- Act as a reference for project milestones and deliverables
- Answer any questions regarding your product or processes
Use our template to create an effective project management presentation
A project management presentation can help you better collaborate with other teammates, but not without a clear story and seamless flow. Whether you need to outline your goals or communicate financial resources with your team, you can quickly bring your visions to life with these effective project management slides:
Pro tips to create a successful project management presentation
As you use this template to craft your project management presentation, keep these do’s and don’ts in mind:
There’s a lot to cover in these types of presentations. Use graphics like timelines, scatter plots, or bar graphs to make information more digestible and don’t be afraid to include relevant photos or videos of the product.
Stick to one topic or idea per slide. If you try to add too much content to one slide, you’ll overwhelm your audience. The focus should always be on the project and how it’s being managed.
There’s a lot of work that goes into a new project, so give credit where credit is due. Include a section that highlights the team driving the project forward.
If you need additional slides to compare data, display tables, share pull quotes, or display word clouds, add them to your presentation.
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- Visual Project Management
Visual project management templates
Use these free PowerPoint and Excel templates to create unique, professional project visuals for your next stakeholder meeting.
- What is a project management template?
Effective project management is not solely about completing tasks as soon as the initiative kicks off, but also about carefully mapping out your strategy to save time and resources. Given that your project will be constantly shifting, a project management template will help you keep up with the changes that occur and increase the chances of successful project delivery.
A project management template is a reusable and pre-built project outline with placeholders that helps project managers document and set up various project activities without having to start from scratch every time, thus reducing rework. It provides a project pre-formatted structure by auto-populating details such as:
Dependencies;
- Why use a project management template?
Managing projects that come in all shapes and sizes is no easy task. In fact, it’s so difficult that almost two thirds of projects result in failure , mostly due to ineffective communication, poor project planning, and the lack of clear goals. Furthermore, starting work on a project from scratch can be very challenging so relying on project management templates is evidently beneficial for any project manager.
Using a project management template will help professionals:
Save time kicking off new projects and work;
Cover all important project steps;
Manage tasks smoothly from start to finish;
Align goals and priorities across teams;
Automate repetitive processes;
Achieve and maintain consistent quality;
Optimize processes and productivity over time;
Track progress and status of the project;
Accurately scope initiatives and allocate resources.
To sum things up, using project management templates will set you and your team up for repeatable success, while also making processes more efficient. Taking into account the many benefits that these visual tools bring to the table, we have put together a collection of free, customizable PowerPoint and Excel templates that you can use to create professional project plans and reviews that are also visually striking.
Project reviews made easy
Office Timeline helps you quickly turn complex project data into clear PowerPoint graphics that are easy-to-follow, but hard to forget.
Start making project plans now
Free PowerPoint and Excel templates for project planning
The right template is a mix of various ingredients and there are many aspects to take into consideration: your industry, company size, or project complexity. To help you get started quickly, we’ve put together a list of the best PowerPoint templates for project management – from straightforward project plans to complex Gantt charts and strategic product roadmaps.
You can access these templates as Excel and PowerPoint files and customize them to fit the specific needs of your project. They’re free and you can download them directly, without the obligation to fill in any contact details.
For the PowerPoint templates, you can edit them manually by moving the shapes or use the Office Timeline add-in to edit and update automatically. It plugs natively into PowerPoint so you can make your project visuals with just a few clicks and save them as your own personalized templates to use time and time again.
Timeline trackers and reports
- Milestone tracker template
Projects need to be managed on a timeline. Milestones are significant events or accomplishments that mark specific points or the completion of major phases or deliverables in a project. Project managers can use a milestone tracker to list their critical milestones and to monitor the performance of the project team against that timeline.
Tracking progress toward important events or specific points on a timescale is a good technique for monitoring the progress of a project and enables project managers to see if the project team is on track to deliver the final product or service on time and determine if any adjustments are necessary to stay on schedule.
Milestone tracker template for Excel
Milestone tracker templates for PowerPoint
- Project status report template
Project managers who want to inform team members, executives, and clients of where a project stands can illustrate and track the progression of all critical activities involved with the help of a project status report.
Project status reports list the key deliverables, developments and risks associated with a project and help measure the progress toward the completion of each objective.
Project status report template for Excel
Project status report for PowerPoint
- Project review template
Project reviews are usually conducted at the end of a project or a project phase to evaluate the current status, identify any lessons learned, and make recommendations for future projects. To help document and share the results of their reviews, Project managers can use review reports.
These project templates show a clear overview of completed, outstanding, and planned deliverables, while also including risk management details and financial information. This will make it easier for them to measure progress and clearly communicate key data that clients and executives want to know. Project review reports typically include project overview, performance analysis, recommendations, and conclusions.
Project review template for Excel
Project review template for PowerPoint
Gantt charts, roadmaps, swimlane charts
- Project plan template
Delivering a project requires detailed planning. Project plans should outline the scope, schedule, and resources needed to complete the project. They should also help monitor progress and identify problems so that project managers can adjust plans in time to ensure that the project stays on track.
To easily track how the project is progressing, project plans can also include a comparison between the estimated task dates and the actual ones.
Project plan template for Excel
Project plan template for PowerPoint
- Project schedule template
Effective project management requires a clear view of all the work associated with delivering a project on time. A project schedule enables professionals to efficiently manage their project by the hour and see exactly how much time is left to complete a task or if there is any work overdue.
The project schedule typically includes a list of all the tasks that need to be completed, their dependencies, the resources required to complete them, and the deadlines for completion.
Project schedule template for Excel
Project schedule template for PowerPoint
- Project tracker template
Project management requires that all scheduled work or tasks are tracked. A project tracker is a visual tool that can be used to track and compare the planned status versus the actual status of various key project parameters, for example each task’s progress against the original plan.
The tracker should include all tasks, milestones, deadlines, tasks’ status, the owner of the task, the percent complete and the planned duration versus actual duration.
Project tracker template for Excel
Project tracker template for PowerPoint
- Critical path tracker template
The critical path of a project is the longest sequence of tasks that must be completed from the Start to the Finish of a project. The tasks on the critical path are called critical activities because if they’re delayed, they will have a cascading effect on the project completion - the project completion will be delayed.
Project managers need to identify which tasks are dependent on preceding tasks. To do this they can use a critical path tracker which lists all the tasks in a project, the planned duration for each task and whether the task is dependent on another. It also helps identifying the most critical tasks and dependencies and understand how changes to one task might impact the overall project schedule. This way, project managers can plan the quickest path for completing their project and take corrective action to keep the project on track.
Critical path tracker template for Excel
Critical path tracker template for PowerPoint
- Sprint project tracker template
Agile projects require thorough sprint planning and management. A sprint is a short, time-boxed period, usually two to four weeks, during which a team works to complete a set of tasks or deliverables. A sprint project tracker is needed to track the progress of tasks during a sprint, to monitor and manage the sprint backlog, to assign tasks to team members, to identify potential issues or blockers and to communicate the progress of the sprint to stakeholders.
Sprint project trackers should clearly show what tasks are planned during each sprint, and should include the start date, finish date and duration of every task, and the percentage of completeness. Color codes can instantly show the tasks’ status.
Sprint project tracker template for Excel
Sprint project tracker template for PowerPoint
- Project budget template
A project budget planner-tracker is a tool used in project management to plan and manage the budget for a project and to track the expenses and financial performance of the project. This can include tracking actual expenses, comparing them to the budgeted amount, and adjusting the budget as needed. It can also include forecasting future expenses and revenues and identifying potential budget issues or opportunities.
Project managers and stakeholders can use a project budget tracker to gain a clear view of the financial status of the project and to make informed decisions about budget allocation and management.
Project budget template for Excel
Project budget template for PowerPoint
Frequently asked questions about visual project management templates
Find out below the answers to the most common questions on project management templates.
Does Excel have a project plan template?
As a staple program in many project managers’ toolkit, Microsoft Excel does offer a series of templates that you can use to outline your project plans. To get access to these pre-built samples, simply open the spreadsheet platform, go to New and browse through the gallery of available models.
If none of the preview examples suits your particular needs, try to refine your search by typing “project plan” or “project chart” in the search bar at the top of the New section and then pressing Enter . This will further filter Excel’s collection of pre-designed layouts from which you can choose a preferred one for your project plan. Double-click to select the project plan template you want to use and start customizing it with your own data.
Although providing a pre-made structure to start from, Excel’s native project plan templates are quite basic and mainly suited for the illustration of a rather simple input. In addition to their limited scope of use, these also require a significant amount of manual formatting to reach fairly reasonable project management visuals that can be included in business presentations.
To spare you from these time-consuming inconveniences, we’ve put together a varied range of free, ready-to-use Excel project management templates that you can easily customize to effectively visualize even complex project plans in an appealing and professional way.
Does Google have a project management template?
The short answer to this question is yes – yes, it does. However, the most accurate one is that Google actually offers some project management templates via its spreadsheet platform, Google Sheets. Currently, you can find only 4 in-built pre-formatted samples under the Project management category of the latter’s template gallery. To access these, follow the steps below:
Open Google Sheets.
Click the up-down arrow icon next to Template gallery at the top-right of the home screen.
Within the newly expanded gallery, scroll down to the Project management category.
Double-click to open any of the project management templates available under this section.
If you look for “Google project management templates” online, your search will lead you to other custom examples that have nevertheless been created with the same tool, that is Google Sheets. The bottom line is that all of these templates feature a standardized spreadsheet format, which can prove rather limiting and unsuitable when representing rich-data projects as the output can be dull, cluttered, and difficult to follow.
However, loyal fans of the table-layout that also want to save time and effort when planning a project can find many other ready-made and diversified templates on our dedicated page on project management in Excel . To explore more visual, dynamic, and flexible ways to convey your project data to executive audiences, check out our visual project management charts page.
Does Word have a project template?
Primarily used for word-processing purposes, Microsoft Word does not have any incorporated visual project templates per se. Its only project-related samples come under the form of pre-formatted text and table documents and can be accessed by going to New from the Home screen, typing “project template” in the search box at the top, and hitting the Enter key.
However, those who want to get a more visual result can manually build various types of basic project management charts in Word through its SmartArt and Shapes tools. Depending on the kind of project visual you want to create, you can use Word’s range of graphics from the Shapes and SmartArt sections of the Insert tab.
To sum up, Microsoft Word does allow you to produce basic visuals for small-scale, personal projects by using its graphic tools and with some tedious manual formatting work. But the truth is that the text-editing platform is not a proper solution for professional visual project management requirements. To discover more suitable, specialized, and effective alternatives to this end, please visit our project management tools page.
What templates do you need for project management?
Successfully delivering a project often relies on performing a balancing act between strategical goal setting, Agile project planning , and effective communication of the steps necessary to achieve your deliverables. This explains the large variety of project management templates out there, with layouts and structures that depend on aspects such as the industry one operates in, company size, and project complexity. To choose the ones that best serve your purpose, you will thus need to look for samples that allow you to clearly and efficiently:
Create work schedules.
Assign tasks.
Manage costs.
Track project status.
To make it easier for you, we’ve compiled a whole collection of free PowerPoint and Excel project management templates that you can use to create plans, organize tasks, and track overall progress visually.
How do I write a simple project template?
There are no hard-and-fast rules for a simple project template, however, we recommend that you consider the following aspects when creating one:
The project objectives and goals;
The final deliverables;
Summary of tasks to be undertaken;
Critical milestones along the way of your project’s lifecycle;
An overview of the project timeline (due dates of your milestones and tasks).
Once these elements have been defined, you can then proceed to choosing the best way to illustrate them. Learn more about the various types of project management charts that can be used to visually represent your data or choose any of our ready-made free project templates to get started faster.
A project management template or PM template is a pre-formatted sheet, document or graphic with placeholders that you can replace with your own data in order to document various project activities such as:
Setting goals;
Structuring the overall work breakdown;
Assigning tasks;
Managing costs;
Allocating resources;
Tracking progress and status.
What is the best Excel template for project management?
Despite being frequently used in project data processing and reporting, Microsoft Excel is not the most effective tool a project manager can opt for in today’s increasingly visual project management environment. Not only because it offers a rather inflexible format in which to structure your project information, but also because of its limited project management templates that you could use to save time in organizing and planning your initiatives. To find and access any of these pre-built samples, simply open the spreadsheet platform, click on the New tab and type “project” in the search bar at the top. Here are the few results that will be returned:
Tracker template;
Gantt chart template;
To-do list template;
Status report template;
Budget template;
Project plan template.
As you are likely to find out on your own, these can yield a rather basic output and prove useful only for simple projects plans. However, if you want to learn how to maximize Excel’s productivity in this respect, check out our dedicated page on project management in Excel . Those who want to explore more specialized solutions for project planning can do so on our visual project management tools page.
How do templates help project management?
Templates are one of the best tools to use in project management because they:
Enable project managers to set up tasks, reports, and other important details without having to start from scratch every time, thus reducing rework.
Allow users to produce individual views and reports that reflect specific information when needed, if the template is customizable.
Ensure that every relevant project participant starts with the correct structure and format.
Lower the risk of essential information being missed.
Help create a standardized process to keep recurring work consistent.
With such positive outcomes to benefit from, what’s not to like about templates? Get inspiration from our collection of free, customizable project management templates and use any of them to successfully kick off a new project.
To explore even more templates that suit a wide range of project management needs, you can try out the lightweight PowerPoint project planner add-in called Office Timeline. Coming with a rich gallery of pre-built project plan examples that you can easily customize as presentation-ready PowerPoint slides, the tool also helps you create and save your very own samples that you can use for future work.
Start using templates now
Office Timeline is an award-winning project management tool for PowerPoint with dozens of templates that can be easily customized into unique, professional project visuals.
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Free PowerPoint Project Management Templates
By Kate Eby | August 7, 2023
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We’ve compiled a comprehensive collection of free PowerPoint project management templates for project managers, project sponsors, team members, and other stakeholders to strategize, track progress, and present key project information.
Included on this page, you’ll find a PowerPoint project timeline template , a PowerPoint project dashboard template , a PowerPoint project status report template , a PowerPoint project charter template , and a PowerPoint project kickoff template , and more.
PowerPoint Gantt Chart Template
Download the Gantt Chart Template for PowerPoint
Use this visually rich PowerPoint Gantt chart project template to monitor the progress of project tasks over time. This template is an excellent project-tracking tool, displaying the start and end dates of each project task along with their dependencies. By offering a timeline layout with color-coded bars for project tasks, the Gantt chart template simplifies project planning and delivers a clear, presentation-ready overview of the project schedule.
See this collection of free PowerPoint Gantt chart templates to discover more tools and optimize your project planning and timeline management.
PowerPoint Project Timeline Template
Download the Project Timeline Template for PowerPoint
Successful project management entails not only managing deliverables, scopes, budgets, and resources but also planning and monitoring project timelines. Use this free, editable project timeline template as a tracking tool to visualize the progress of your project tasks over time. It offers customizable slides for detailing project tasks, durations, and milestones, creating a visually appealing timeline. Due to its adaptable and user-friendly design, this customizable template allows you to modify your timeline as the project evolves, ensuring precise tracking and efficient project management.
For more timeline-focused templates, see these free PowerPoint project timeline templates . For more information about making PowerPoint timelines from scratch, read this guide to making a timeline in PowerPoint .
PowerPoint Project Dashboard Template
Download the Project Dashboard Template for PowerPoint
Present your project management plan and progress using this visually rich project dashboard template for PowerPoint. This free, customizable tool includes pre-designed slides to create captivating project timelines, statuses, priorities, and budgets. Its editable features allow you to adjust the timeline's layout, colors, and content to suit your specific project needs. With this template, creating professional project timelines that clearly communicate milestones and deadlines becomes seamless.
PowerPoint Project Status Report Template
Download the Project Status Report Template for PowerPoint
Clearly communicate your project’s status with this free, editable project status report template for PowerPoint. It features customizable slides where you can input key project details, such as progress, milestones, risks, and upcoming tasks. By using this template, you can easily create professional status reports that effectively communicate project updates and keep stakeholders informed about a project's progress and challenges.
PowerPoint Project Charter Template
Download the Project Charter Template for PowerPoint
This PowerPoint project charter template is a free, editable tool designed for drafting project charters that outline a project's objectives, scope, and stakeholders. It offers customizable slides where you can input essential information, such as project goals, deliverables, timelines, and team roles. By using this template, you can efficiently develop thorough project charters that provide clarity and understanding among project members and stakeholders.
PowerPoint Project Kickoff Presentation Template
Download the Project Kickoff Presentation Template for PowerPoint
This PowerPoint project kickoff presentation template helps you create engaging presentations for kickoff meetings. It includes customizable slides for presenting project objectives, deliverables, timelines, team introductions, and communication strategies. With this free, editable template, you can easily tailor the content, visuals, and layout to fit your project’s needs, ensuring a well-structured and visually dynamic presentation to kick off your project effectively.
PowerPoint Project Workflow Template
Download the Project Workflow Template for PowerPoint
Use this free project workflow template for PowerPoint to visualize and document your project’s sequence of tasks and activities. This free, editable tool includes customizable slides where you can input process steps, dependencies, responsible parties, and timelines. With this template, you can create a clear and organized visual of the project workflow, promoting smooth collaboration, identifying bottlenecks, and enhancing project effectiveness.
Download one of these free PowerPoint workflow templates to help ensure your project team is on track.
PowerPoint RACI Matrix Template
Download the RACI Matrix Template for PowerPoint
Present your team member’s roles and clarify your project responsibilities effortlessly with this RACI matrix template for PowerPoint. This customizable tool provides slides where you can input tasks, project phases, and roles, specifying who is responsible, accountable, consulted, and informed (RACI). By using this free, editable template, you can create a clear RACI matrix visualization that enhances delegation, collaboration, and decision-making throughout the project lifecycle.
PowerPoint Project Post-Mortem Template
Download the Project Post-Mortem Template for PowerPoint
Proactively engage project stakeholders with this free, editable project post-mortem template for PowerPoint. This tool helps you and your team evaluate and reflect upon a project’s outcomes and lessons learned. This template features customizable slides where you can document project achievements, challenges, best practices, and improvement areas. With this template, you can craft a comprehensive post-mortem analysis that facilitates knowledge exchange, informed future project planning, and continuous improvement within your organization.
PowerPoint Project Summary Template
Download the Project Summary Template for PowerPoint
Use this PowerPoint project summary template to provide a concise overview of a project's key details, outcomes, and impacts. This dynamic, editable template consists of customizable slides where you can input project highlights, objectives achieved, key performance indicators, and key takeaways. By using this free template, you can design a striking and informative summary that effectively communicates the project's successes, lessons learned, and future recommendations for stakeholders and decision-makers.
PowerPoint Project Roadmap Template
Download the Project Roadmap Template for PowerPoint
This free project roadmap template for PowerPoint helps you visually depict your project’s strategic direction and timeline. This fully editable template includes customizable slides where you can input project tasks, phases, milestones, goals, key activities, and timelines. Try this template to create a clear and engaging roadmap that communicates the project's overall plan, progress, and key deliverables to stakeholders and team members.
PowerPoint SWOT Analysis Template
Download the SWOT Analysis Template for PowerPoint
Use this SWOT analysis template for PowerPoint to assess a project or organization's strengths, weaknesses, opportunities, and threats (SWOT). The template offers customizable slides where you can input relevant factors and analyze them within a structured framework. With this editable template, you can create a visually compelling analysis that facilitates strategic decision-making and identifies areas for improvement or potential expansion.
Find more resources to help you perform SWOT analysis, view our collection of 10 free SWOT analysis templates for PowerPoint .
Get the Most Out of Your Projects with Smartsheet
From simple task management and project planning to complex resource and portfolio management, Smartsheet helps you improve collaboration and increase work velocity -- empowering you to get more done.
The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.
When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.
Discover a better way to streamline workflows and eliminate silos for good.
Want to create or adapt books like this? Learn more about how Pressbooks supports open publishing practices.
Appendix 1: Project Management PowerPoints
Chapter 1 [PPT]
Chapter 2 [PPT]
Chapter 3 [PPT]
Chapter 4 [PPT]
Chapter 5 [PPT]
Chapter 6 [PPT]
Chapter 7 [PPT]
Chapter 8 [PPT]
Chapter 9 [PPT]
Chapter 10 [PPT]
Chapter 11 [PPT]
Chapter 12 [PPT]
Chapter 13 [PPT]
Chapter 14 [PPT]
Chapter 15 [PPT]
Chapter 16 [PPT]
Chapter 17 [PPT]
Chapter 18 [PPT]
Celebration [PPT]
Project Management - 2nd Edition Copyright © 2014 by Adrienne Watt is licensed under a Creative Commons Attribution 4.0 International License , except where otherwise noted.
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The Four Phases of Project Management
Planning, build-up, implementation, and closeout. by HBR Editors
Whether you’re in charge of developing a website, designing a car, moving a department to a new facility, updating an information system, or just about any other project (large or small), you’ll go through the same four phases of project management: planning, build-up, implementation, and closeout. Even though the phases have distinct qualities, they overlap.
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Project Management: What Is Project Management?
This guide is brought to you by projectmanager, online project management software used by 35,000+ users worldwide..
What Is a Project?
What is project management, project management history, why is project management important, what are the areas of project management, what are the 5 steps in the project management process, what types of project management exist, what tools are used in project management, project management templates, what are the key project management roles, how to start a project management career, which are the best project management certifications, what is project management software.
A project can be simply defined as an endeavor that involves completing tasks to achieve an objective with a limited set of resources and a finite timeline . Based on this definition, it’s clear that most businesses, nonprofits, governments and other types of organizations execute projects of some sort and therefore, need to implement a project management process.
Project management is a process that allows project managers to plan, execute, track and complete projects with the help of a project team. To do so, they must use project management principles, skills, methodologies and tools to lead team members through each of the project management steps which are known as the project lifecycle.
However, project management can’t be defined in one paragraph. In this guide, we’ll cover the basic concepts you need to know to understand what project management is, the stages of the project management process, different types of project management approaches and the tools you can use for managing projects.
In addition, you’ll need project management software to plan, execute and track projects. ProjectManager , for example, has the project planning, scheduling and tracking features you need to manage timelines, resources, costs and teams in one online tool. Use our Gantt charts, kanban boards, and calendars to create project schedules and assign work with real-time resource availability. Get started for free today.
Project management is closely related to other disciplines including program management and portfolio management. However, while they’re similar, they’re not exactly the same. Here’s how they differ.
What Is the Difference Between Project Management and Program Management?
Program management uses the same principles and techniques as project management, but as its name suggests, it consists of managing programs instead of projects . Programs are a group of related projects that are executed simultaneously to make the most out of an organization’s available resources which presents unique challenges for project management professionals.
What Is the Difference Between Project Management and Project Portfolio Management?
The main difference between project management and project portfolio management is that the latter focuses on prioritizing projects based on the business objectives and strategic goals of an organization.
Now, let’s review the history of project management and explain its importance for organizations in any industry.
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Project management as we know it today began taking shape roughly in the 1950s when foundational tools and techniques of project management such as the critical path method (CPM), work breakdown structure (WBS) and the program evaluation and review technique (PERT) were created.
However, the origins of project management can be traced back to 1896 when Karol Adamiecki created the harmonogram, which was the inspiration for the Gantt chart , which was later created in 1910 by Henry Gantt and remains one of the most important project management tools today. The origins of project management are closely related to construction, engineering, scientific management and even military research.
Now that we’ve defined what project management is and where it came from, let’s review how it can be implemented by organizations by reviewing the project management steps.
Related: 25 Free Project Management Templates for Excel
In a nutshell, project management is important because it helps organizations control all the moving parts of projects to bring them to successful completion. These moving parts are known as project management areas, which are key project aspects that must be overseen as projects progress.
Here’s a quick definition of each of the 10 project management knowledge areas, first defined by the Project Management Institute (PMI) in its Project Management Body of Knowledge (PMBOK).
- Scope management : Managing the scope of a project, which refers to the tasks, deliverables and milestones that should be delivered.
- Schedule management : Creating a project schedule and setting guidelines for how it’ll be tracked and maintained.
- Cost management : Estimating project costs to create a budget which is then tracked throughout the project.
- Quality management : Ensuring project deliverables meet quality standards.
- Resource management : Acquiring, allocating and tracking project resources like labor, materials and equipment.
- Communication management : Defining communication guidelines for project teams and stakeholders.
- Risk management : Identifying, evaluating and preventing or mitigating risks in your project.
- Procurement Management : Acquiring project resources and maintaining relationships with vendors and suppliers.
- Stakeholder management : Identifying project stakeholders, and managing them based on their expectations and influence over projects.
- Integration management : Creating a framework that helps project teams work better together.
These project management knowledge areas need to be managed during each step of the project management process.
The project management process consists of five steps or phases that all projects must go through: initiation, planning, execution, monitoring and control and closure. These project management phases are also known as process groups, the project management cycle or the project lifecycle . Let’s review each of these steps.
1. Project Initiation
This is the starting phase where the project manager must prove that the project has value and is feasible through a series of project management documents . Here are the most important ones:
- Business case : A business case justifies the need for the project, project objectives and return on investment.
- Feasibility study : A feasibility study proves that the project can be executed within a reasonable time and cost.
- Project charter : A project charter conveys what the project is going to deliver.
Once the project gets approved, the project manager must assemble a project team and set up a project management office. The project initiation phase ends with a kickoff meeting, which is when project goals and scope are defined.
2. Project Planning
The goal of the project planning phase is the creation of the project plan, a comprehensive project document that explains in great detail how the project will be executed. Here’s a quick overview of the most important sections of a project plan.
- Project schedule : The project schedule defines a timeline for the execution of tasks and resource allocation.
- Project budget : A project budget is the sum of all the estimated project costs.
- Scope management plan : Explains how your project scope will be tracked throughout the project.
- Risk management plan : Explains the risks that might affect the project, along with strategies to mitigate them.
- Resource management plan : Describes how your resources will be obtained, allocated and managed during the project.
- Stakeholder management plan : Identifies all project stakeholders and the guidelines to manage them.
Project managers often lay out their project plan using Gantt chart software , which provides a visual representation of the entire project schedule and project scope. Some Gantt charts automatically identify critical path activities.
3. Project Execution
The third project management phase is project execution, which is when the project plan is executed to meet the project goals and objectives.
The project execution phase is when project managers need to oversee the project management knowledge areas as their project progresses toward the monitoring and control phase.
Along the way, the project manager will reallocate resources or adjust time and scope as needed to keep the team working. In addition, they’ll identify and mitigate risks, deal with problems and incorporate any changes.
4. Project Monitoring and Control
The fourth project management phase, project monitoring and control, takes place concurrently with the execution phase of the project. It involves monitoring the progress of the project execution activities to ensure the project team stays on schedule and within budget. Quality control procedures are applied to guarantee quality assurance.
Reporting is also a critical part of this project management phase. First, it allows project managers to track progress, and second, it provides data for stakeholders during presentations to keep them in the loop. There are many project management reports such as project status, timesheets, workload, allocation and expense reports.
5. Project Closure
The fifth project management phase is project closure, in which the final project deliverables are presented to the stakeholders. Once approved, resources are released, documentation is completed and everything is signed off on.
Now that we’ve learned about the project management life cycle, let’s look at some project management approaches.
Through the years, many project management methodologies have been developed to adjust to the needs of different industries. Some of these project management types or approaches also work best for projects of certain sizes and complexity levels.
Here’s a list of the main project management methodologies . Click the links for an in-depth explanation of each.
Waterfall Project Management
A linear project management approach, in which stakeholder requirements are gathered at the beginning of the project, and then a sequential project plan is created.
Agile Project Management
An iterative project management approach that doesn’t follow a rigid project plan, but instead short sprints of work called agile sprints.
Scrum Project Management
An agile framework that’s very popular for product and software development.
Lean Project Management (or Lean Manufacturing)
This technique was invented to improve manufacturing processes and became a very important project management methodology through the years.
Kanban Method
Kanban is a widely used project management approach that consists of managing work through visual boards and cards. Kanban boards are used by agile and scrum teams.
Just like kanban or lean, six sigma is a set of tools and techniques that were developed to improve production processes and later became a project management approach.
Critical Path Method (CPM)
The critical path method is a project scheduling technique that allows project managers to estimate the duration of a project, identify task dependencies, float and critical activities.
Critical Chain Project Management
A project management approach that’s based on the theory of constraints and uses resource management as the primary way to execute projects effectively.
PRINCE2 is the most popular project management methodology in the UK, Australia, and European countries. PRINCE2 is very similar to the Project Management Body of Knowledge from the PMI because it provides definitions and best practices for project managers.
There is a wide range of project management tools, both online and mobile, available to manage projects. These are the most essential tools for a project manager:
Project Dashboard
A project dashboard is a project-tracking tool that allows you to monitor your costs, tasks and progress. It’s a very useful tool during project execution because it helps project managers quickly determine whether their projects are on track.
Gantt Charts
A Gantt chart is a visual representation of a project timeline that shows all the project tasks in one graph. Gantt charts are used for project planning, project scheduling, task management and resource management. They work best on waterfall projects.
The Gantt chart is the preferred method used by project managers to schedule their projects. Some tasks are dependent on others before they can start or end, and these task dependencies can create bottlenecks later in the project.
By linking them on a Gantt chart, task dependencies help avoid slowing down the schedule. Projects can be divided by milestones and diamond symbols, which indicate the end of one phase and the beginning of the next.
Kanban Boards
A kanban board is a task management tool that allows project managers and team members to visualize tasks. Kanban boards are used by agile and scrum teams who work in iterative sprints. They’re easy to use and foster team collaboration.
There are many project management charts and diagrams that project managers use to plan, schedule and track their projects. Here are some of the most commonly used ones.
- Gantt Chart Template
- Work Breakdown Structure Template
- Project Budget Template
- Project Timeline Template
These are just some examples of project management charts. We have a library of project management templates you can use to manage every project phase.
However, while these templates can be very useful, they’re still static documents that can’t match the features that you’d get from project management software such as ProjectManager.
A project works best when project management roles are well-defined. While there are project management methods that require different types of project teams, these are the main project management roles:
- Project manager: As we’ve mentioned above, the project manager is responsible for managing the project management knowledge areas throughout the project.
- Project sponsor: The project sponsor represents the customer of the project. Depending on the organization, there can be different levels of project sponsors.
- Project team members: Team members are skilled professionals who work to contribute to the process of producing deliverables, managing risks and achieving project goals.
- Project stakeholders: This is a person or a group who has a vested interest or “stake” in the project. The project manager must communicate project progress to stakeholders throughout the project life cycle.
- Clients: This is a group or a person for whom the project or a key component of the project is delivered.
Ready to become a project management professional? You’ll need to work on your project management skills and a certification program to become a professional project manager.
Project managers are leaders. They need to motivate their teams as well as plan, monitor and report on their progress. It’s a job requiring many hats. They must have strong project management skills and be able to clearly connect with both stakeholders and the project team.
Additionally, formal project managers are typically certified through agencies like the Project Management Institute (PMI) in the U.S. or PRINCE2 in the U.K. After certification, they’re required to maintain their certifications by acquiring additional project management training to gather a targeted number of Professional Development Units (PDU).
How Much Does a Project Manager Make?
In terms of salary, a project manager can earn anywhere from under $100,000 to close to $200,000 a year. This is dependent on a number of factors, including location, education, years of experience, performance and more.
There are several organizations over the world that provide project management certifications and training. Here are the most popular ones.
- Google project management certificate : Google recently developed this training program in association with Coursera, which teaches all the project management basics.
- PMI certifications : PMI offers numerous project management certifications. Most project managers obtain the Project Management Professional (PMP) certification which is an industry standard.
- Agile certifications: There are plenty of agile project management certifications and training courses. These are a requirement for agile and scrum project managers.
- PRINCE2 certifications: PRINCE2 is the project management framework used in the UK, Australia and Europe. You’ll need specific certifications to participate in a PRINCE2 project.
What Skills Are Needed to Succeed In Project Management?
In addition to certifications, project management positions require a set of soft and hard skills to lead project teams. Project management skills are grouped under two main categories: hard skills and soft skills.
Hard skills are skills that can be acquired by individuals through formal training, such as becoming knowledgeable about project management methodologies, learning how to use project management software or implementing project management techniques.
Soft skills, on the other hand, are skills that people develop over the course of their lives, such as communication skills, problem-solving, time management or work ethic.
Project management software is a platform for managers to plan, monitor and report on projects; it lets teams manage their work and collaborate, too. Watch the video below to see project management software in action:
Choosing the best project management software for your organization isn’t easy as there are many alternatives to choose from. But not all project management software has the same features and, as a project manager, it’s your responsibility to decide which tool works best for your organization.
ProjectManager offers a suite of all the project management tools you need to take your project every step of the way—from initiation through closure. We have the best project planning, scheduling and tracking features.
Project Management Resources
- Work Breakdown Structure
- Project Management Trends (2022)
- Guide to Gantt Charts
- Guide to Project Plans
- Guide to Construction Project Management
- Guide to Program Management
Software Tools
- Gantt Chart Software
- Project Planning Software
- Dashboard Software
- Reporting Software
- Project Management Information System
- Project Management Software for Mac
- Project Management Basics
- Project Management Conferences
- Project Management Framework
- Project Management Principles
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How to Create a Successful Project Presentation
Written by: Unenabasi Ekeruke
You’ve spent time working on a project that could be a potential game-changer for your company or client. Now you’re buzzing to present it to your team, investors and other key stakeholders.
Creating and delivering project presentations can be nerve-racking and you probably have one question running through your mind.
How do you get the decision-makers to understand your project or secure their buy-in?
Considering that some companies have had about 12% of failed projects in the past year, you want to create presentations that are not only convincing but memorable.
With the right project presentation deck, you can win and keep your audience’s attention long enough to explain project details and why it’s sure to succeed.
Not sure how to create successful project presentations? We’ve got you covered.
This article will show you how to set project goals and create winning presentations that take your project to the next level.
The best part is that you don't need professional design skills to create presentations with Visme . Browse through our exquisite collection of professionally designed presentation templates to get started. Or sit back, relax and let our AI presentation maker do all the hard work for you.
Here’s a short selection of 8 easy-to-edit project presentation templates you can edit, share and download with Visme. View more templates below:
Let's get to it.
1 Set Goals for Your Project
Before you dive into the main details of your project presentation, you want to answer these questions:
- What is your project set out to achieve?
- Why is it important for you and your team to achieve your set goals?
- How do you plan to communicate your goals to your audience?
If you have to make long guesses before answering these questions, you’ve got a lot of work to do.
Here’s what you should know. Beautiful or well-articulated project presentations aren’t a substitute for project planning. Without clear goals, your project is already set up to fail. And your investors might think, “why bother listening?”
Many project managers tend to rush through the goal-setting phase, but we don't recommend this. That’s because you could be setting yourself up for failure.
Once you clearly define your project goals, you can get stakeholders to buy into them.
Now the question is, how do you set goals for your project and achieve them? One way to do that is by using the SMART goal setting method.
Setting SMART Project Goals
SMART is an acronym that stands for S pecific, M easurable, A chievable, R elevant and T ime-Bound.
SMART goals are a staple for planning and executing successful projects. It takes a deeper look into the finer details your audience care about, such as:
- Project plan and schedule,
- Project timelines,
- Milestones,
- Potential roadblocks and more
For example, let's say your project aims to improve customer experience on web and mobile devices. Notice this example describes the end goal. But it doesn’t specify how you’ll work to enhance customer experience.
Here’s how using SMART goals provides direction for your planned project.
When setting your goals, be clear and specific about what you want to achieve in the end.
A specific goal could be: “We want to build a responsive website and mobile app for our company to improve customer experience. This project will require inputs from our product design, software and marketing department”.
Measurable
During your presentation, you'd have to answer questions like:
- What metrics will you use to determine if you meet the goal?
- How will you know you’re on the right track?
Having metrics in place will help you evaluate your project. Plus, you’d be able to monitor progress and optimize your project to achieve better results.
It doesn’t matter if you’re planning a short-term or long-term project. Ensure you set metrics and milestones that count towards your goal.
From our earlier example, a measurable goal could be to have:
- Over 100,000 mobile app downloads on Google Playstore and Apple App Store.
- A 20% bounce rate on your website and a 15% conversion rate on mobile and web.
Attainable
One of the most critical questions you want to ask during goal-setting is, “Can we achieve our set goal?” Do we have the resources to accomplish the goal within the available time frame?
If the answer is no, then you’d have to consider what it would take to achieve those goals. This may require adjusting your goals or the resources needed to achieve your goal.
Although it’s okay to be ambitious, you should also be realistic. For example, getting 200,000 app downloads in one week could be overly ambitious if you’ve just launched your app. However, if you set out to achieve that goal in three months, that could make your project practicable.
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Your project goals need to align with your broader business goals. Are your goals relevant to the growth and success of the company? Are they worth allocating resources for?
For instance, if your company is B2B and doesn’t plan to expand to the B2C market, launching an e-commerce website would be an irrelevant goal.
Time-Bound
Regardless of your project type and size, you should set time frames. Setting target dates for deliverables creates a sense of urgency and motivates you to hit your goals.
From our example above, a time-bound goal could be “We aim to achieve 100,000 mobile app downloads and a 15% conversion rate by the end of the fiscal year. Our company will launch the mobile app by Q3 with a robust marketing campaign that will run through the end of next fiscal year.”
Setting SMART goals doesn’t have to be a challenging task. Use the template below to set project goals that position your business for success.
Communicate Project Goals to Your Team Members
After you've set your goals, your team will play a key role in helping you achieve them. So you ensure they understand these things:
- Why the project goals are in place
- What it's supposed to deliver for your business and customers
- How their role, team and department contributes to the success of the project
Unless you’re clear on this, the project can derail and move in all sorts of unwanted directions.
Rather than slam the goals you’ve set on your team, make it a collaborative effort. Spend time talking to your team and stakeholders about the project goals.
Don't limit your communication to people within your department. You can reach out to people in other departments like sales, operations, finance, etc., to see how well your goals align with theirs.
To give your team a better understanding, you can communicate your project goals in a variety of ways, including:
- Visuals (videos, images, charts, infographics, etc.)
- Verbal presentation
- Documentations
By doing that, you’re sure to get their valuable feedback, buy-in and commitment to the project. Plus, getting your team on board with your project plan will up your chances of successful execution.
2 Lay Out Your Project Plan
Once you’ve set your goals, the next big step is to outline how you'll achieve them. An excellent place to start is by organizing your project into an actionable plan and steps for execution.
You might wonder why this step is important for creating a successful project presentation.
Whether you’re planning a small or big project, writing a detailed plan, structure and layout puts everything into perspective. It eliminates vagueness and helps your audience grasp the project roadmap without missing the points.
Your project plan should contain the technical and non-technical project details. Therefore, you want to give yourself an edge by using a project presentation template that clearly explains all the activities and steps.
Not only that, your presentation structure should be simple and easy to follow.
Depending on the project type, your plan could include key details such as:
- The goals and objectives you've outlined earlier
- Your project scope, methodology and framework
- Project milestones, deliverable and acceptance criteria
- Project schedule and timelines
- Resources and budget estimates, etc.
There's no hard and fast rule for laying out your project plan. However, if you want to create a memorable plan that will keep your audience engaged, you could break it down into three parts, including:
Introduction
- Conclusion and key takeaways
Your introduction should provide a brief overview of what you’re going to talk about and why it’s relevant to your audience. You could start by writing down the project name and the executive summary.
Think of your executive summary as an abridged version of the project plan.
If your audience read only your executive summary, would they have all the information they need about your project? If the answer is yes, your executive summary has served its purpose.
The length of your executive summary will depend on what you intend to cover in your project plan. However, we recommend keeping your executive summary one or two pages long.
You can include key information such as:
- Objectives of the project
- Key points of the project plan
- Results, conclusions and project recommendations
Keep in mind that not everyone will have the time to dive into the details of your project plan.
Having a snapshot of your project brings clarity to key stakeholders and collaborators. It also enables people who aren't actively involved in the project to understand it at a glance.
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The body of your project plan is where you have the full project details and everything relevant to its success.
Here you can break your project into deliverables, tasks, milestones and schedules (start and end dates).
Ensure you precisely define the resources you need to complete the project, including finances, team, time, technology, physical resources and more.
This is the part where you sum up your project plan with key takeaways. Your conclusion should include what you expect from your audience, including key action points and next steps.
Writing your intro, body and conclusion may sound like a lot of information. But instead of writing multiple pages of text, incorporating visuals can make your project presentations more effective.
By using images, videos, infographics and charts , you can capture all the vital information and help your audience understand your message better.
Visme presentation templates are effective for visualizing different sections of your project plan. They are professionally designed and easy for anyone to craft high-quality project plans that keep their team on track.
Use the project plan templates below to kickstart your project planning process .
3 Outline the Problem and Solution
You've just spent time crafting your project action plan. Now it’s time to communicate your project plan and goals with your audience.
Project presentations are a lot like sales pitches. Whether you’re presenting your project plan to clients or creating a pitch deck for investors, your job is to keep your audience hooked right from the start till the end.
One of the most potent ways of grabbing your audience's attention is by highlighting their pain points.
It’s not enough to have beautiful slides that showcase your amazing product features and project activities.
Make sure you set up your project presentation to:
- Outline your audience pain points
- Emphasize how your project, product or service works to address their pain points
- Explain how they’ll benefit from using your product or investing in your project
In a nutshell, your audience should have a clear insight into how your project makes their life better. When they’re clear on this, they’ll most likely listen to the solutions you bring to the table and take the desired action.
Don’t make sweeping assumptions about your audience.
If you’re looking to get them on board, dedicate a slide to discuss their problems and solutions. Make them understand how your project benefits them.
Not sure what your audience's pain points are? Go ahead and do these things:
- Run a persona survey or interview existing customers. This will help you build a data-driven user persona that you can use for all types of business and marketing decisions.
- Talk to your customer support and success team . They have close relationships with your customers, so they know their challenges and what they want. If they don’t know these things, do them a favor and create a customer success program .
- Interact with your community, ask for feedback and involvement. The more you engage with your consumers, the more you understand their challenges, work toward solving and get them invested in your brand.
- Keeping an eye on relevant social media trends, Twitter hashtags, Facebook trends
- Join relevant online forums like Quora, Reddit, Stack Exchange, etc.
RELATED : How to Write an Effective Presentation Outline
4 Keep Your Presentation Slides Short
When creating project presentations, prioritize quality over quantity. Be sure to keep your slides short and simple. When you do this, your audience will be glad you value their time.
Remember, this isn’t the time to slam your audience with lengthy and irrelevant jargon. Instead, keep your slides on topics and hit the main points without the boring and unnecessary details.
Here’s why you need to keep your presentation brief:
- Concise presentation slides are not only powerful, but they are also memorable.
- Studies have shown that during project or business presentations , attention levels drop sharply after 30 minutes . By creating lengthy presentations, you risk losing your audience's attention halfway.
- Nobody wants to sit and watch you flip tons of slides for hours. With shorter slides, you can capture your audience's attention and get them to focus on the message.
- Most people might have limited time or have short attention spans. So they’d want to quickly digest information and move on to the next best thing.
How do you keep your project presentations short?
- If your slide doesn’t add value to your presentation, it shouldn’t earn a spot on your deck.
- Supercharge your slide deck with captivating visuals that capture more information
- Adopt proven methods for preparing your slide
For example, the 10/20/30 rule by Guy Kawasaki is one of the most popular methods used by experts. The rule recommends using ten slides for 20 minutes presentations (about two minutes per slide). It also specifies using a font size of at least 30 for text.
This will enable your audience to digest the messages on your screen while you’re talking.
Keep in mind that this isn’t an iron-clad rule for presentation. There are other rules such as Pecha Kucha method , Takahashi method, Lessig method, etc. You can adapt any of these rules to suit your project presentation needs.
5 Use Less Text and More Visuals
Another great way to keep your slides brief yet interesting is using less text and more visuals.
Remember, your slide should aid your verbal presentation and not replace it. So you want to avoid crowding too much information on one slide.
Cluttering your presentation with too much text could:
- Overwhelm your audiences and bore them
- Shift your audience's attention to the text, making your presentation less effective.
Instead, use one slide to present each idea. Marketing guru Seth Godin recommends no more than six words per slide .
People retain more information when it’s presented in bite-size chunks and visuals. This applies to B2B, B2C audiences, project managers and corporate executives.
About 59% of business executives say they’d rather watch a video about a topic than read about it. Hence the need to supercharge your project presentation with compelling visuals that capture and bring your audience’s attention right where you want it.
Steve Jobs’ MacWorld Keynote presentation in 2007 is an excellent example of how to enhance your presentation with compelling visuals.
During the presentation, Steve Jobs used live and interactive visuals to show how the iPhone 1 works.
Read on to learn more tips on creating engaging presentations that will wow your audience.
With Visme's presentation maker , you can make stunning project presentations with a rich blend of text and compelling visuals. Hook your audience and inspire action with stellar project presentation templates like the one below.
6 Use Quality Visuals, Diagrams and Presentation Aids
Visuals are important for making successful project presentations. Beyond grabbing the audience’s attention and keeping them engaged, viewers recall 95% of a message when presented in visual form. But when shared via text, they retain only about 10%.
There are many types of visual aids you can use in your presentations, including:
- Graphs and charts
- Heat and choropleth maps
- Scatter plots
- Screenshots and more
Using images and videos will up your chances of getting audience engagements and positive responses to your call-to-action (CTA).
Gantt charts , whiteboard drawings and mind maps are ideal for visualizing early-stage project designs. You can use charts, diagrams, maps and trees to present the project architecture for technology-related projects.
If you’re working on product development projects, consider adding sketches, flowcharts , models and prototypes to your slide.
Pie charts are excellent for showing percentages. Vertical bar charts indicate changes over time, while horizontal bar charts help you compare quantities.
Infographics are perfect for visualizing data and explaining complex information like market trends.
Here’s the interesting part. Visme has the tools you need for every job. The software allows you to add different visuals, infographics , charts and graphs to your deck and customize them to suit your needs.
You can change design, text and background colors, add or remove legends, animate charts, etc.
You can also use maps to represent geographic information. Or, use progress bars, thermometers, radials and widgets to visualize stats and figures as shown in the template below.
When adding visuals to your slide, don’t go overboard. Stick to a minimum of two images per slide. In addition, make sure your visuals are relevant to your project presentation.
While designing your presentation slides , always stick to high-quality visuals. Blurry or low-resolution images or videos can be a major turn-off for viewers.
With high-quality visuals, your presentations will be crisp and clear, even on large screens.
The slide below is an excellent example of how to power your presentations with compelling visuals.
7 Pay Attention to Design
Want to create impressive presentations that pop? If the answer is yes, you need to pay attention to your design details. Your design can make or break your project presentation.
Whether you are an experienced designer or a novice, design tools like Visme give you an edge. You can create compelling presentation designs for your business in a few minutes.
The beautiful thing is that you don’t have to break the bank to make stunning project presentations. You'll find beautiful ready-made templates and millions of stunning royalty-free images for your slides.
Here are tips you should consider while designing your slides.
Use the Right Color Combination
If you want to make your presentations appealing, use color moderately.
We get it; everyone loves color. But using too many colors can make your presentations look chaotic and unpleasant.
Your color choice can influence how your audience grasps and responds to your presentation. A general rule of thumb is to pick colors that evoke positive emotions in your audience.
For example, warm colors like yellow, orange and red convey feelings of excitement and positivity. On the other hand, cool colors (blue, green and violet) reflect an aura of calmness.
When combining colors, aim for a balanced color scheme. For example, if your slide or image background is dark, your text and design elements should have bright colors. This contrast will make your project presentation legible and visually appealing.
You can learn about color psychology and how to use it in your next presentation design by watching the video below.
Use Clear and Consistent Typography
Optimizing your typography can make a difference in how people perceive your message. So you want to make sure your slide looks organized, professional and sends the right message.
Here’s how you can make this happen:
- Use fonts that embody the spirit of your brand
- Keep your text styles consistent throughout your presentation. We recommend you stick to a maximum of three fonts.
- Avoid fancy fonts and tiny text that strain the reader's eyes. Rather use fonts like Arial, Time News Roman, Calibri and other legible fonts suited for small and large screens.
- Use a font size of at least 30 for the body text and 36 for titles.
In addition, remember to present your text using the color scheme we mentioned earlier. This will keep your text visible over your background.
Take a look at this slide from one of our presentation templates. Notice how the design, fonts and color combination blends in to make the visuals pop.
8 Start With a Presentation Template
Whether you’re a newbie or pro, creating project presentations that pack a punch can be time-consuming.
Let’s say you’ve got a deadline looming. You’d have to deal with writing your project outline, preparing your slide notes, designing your slides, sourcing and incorporating visuals and more.
Handling these things from scratch could slow you down or make your presentations untidy.
Using the best presentation templates could save you from all the stress. They help you make professional-looking project presentations fast and easy.
Since the slides are pre-designed, you’ll find a place to insert every possible piece of content you need. Be it a progress bar, chart, graph, table, video or image, the design is right there.
All you need to do is type your content, input data or insert the image. And boom, your presentation is ready to go.
In addition, using presentation templates offers brand consistency in terms of font, style, layout, colors and overall design. You can customize and share templates with your project team to keep your presentations uniform.
The title and main body slide, image and chart layout and fonts are set in the template. Therefore formatting your slide becomes a breeze—no more messy or cluttered project presentations.
Visme has a wide selection of templates designed to make your presentations shine. You’ll find millions of pixel-perfect graphics, icons, design elements and professionally designed templates for any purpose, industry and project type.
Regardless of your skill level, you can customize your templates like the one below. Just add your content and your project presentations will be ready in a few minutes.
9 Present Your Project Like a Pro
If you follow all the tips we shared above, you’ve probably got the perfect project presentation on paper. Great stuff, but your job isn’t done yet.
Your delivery is the final piece of the puzzle, and you’ve got to make it count.
Here’s the thing. Your presentation could flop if the delivery isn’t convincing. Hence the need to plan your delivery and drive your message across with passion and enthusiasm.
Here's how to deliver project presentations that leave an impact.
Practice Makes Perfect
Did you know that Steve Jobs used to spend two days prepping for presentations? Yes, you read that right.
Practice is one of the key steps to nailing your delivery.
You can practice by reading out loud in your quiet space. While you’re at it, make audio and video recordings and watch them repeatedly.
Ask your friends and colleagues to serve as a test audience and give feedback on your presentation.
This run-through will help ensure your presentation captures the main points within the allotted time. It will also help you maintain the correct body posture during your project presentation.
Make time to check if the equipment is working and get familiar with the settings and operations. This is especially important if you plan to use video or audio in your slides.
Start With a Strong Opening
Your audiences could have short attention spans, so make those first moments count. With solid openings, you can hook your audience and set the mood for a successful presentation.
Steve Jobs’ 2005 Stanford commencement speech at Stanford is an excellent example of having a solid opening. With over 4 million views on YouTube, it’s one of the most memorable and watched speeches in history.
Notice how he hooks the audience with powerful anecdotes about his life, beginning from dropping out of college. And then, he goes on to share the lessons he learned in his early days at Apple, losing his job in 1985 and reflections on death.
Here’s how to make an excellent opening speech that grabs the audience’s attention and convinces them you’re worth listening to:
- Ask a question
- Tell a compelling story
- Share mind-blowing facts and statistics
- Show captivating video and visuals that spark curiosity
- Open your presentation with humor
Be sure to tailor your opening hook to your audience. To make this effective, it’d help to know about your audiences, including their likes, dislikes, cultural and ethical dispositions, etc.
If you want to learn more about making captivating presentation openings and more, read our guide on starting a presentation .
While presenting your project, focus on your audience’s needs. By doing this, you’ll build an emotional connection and drive action.
However, don’t go overboard. Be genuine and focus on getting the points across to them. This way, you’ll gain their trust and build excitement about your project.
Keep in mind that everything may not go as planned. It’s best to have backup materials and be flexible enough to make necessary adjustments. Preparing for unexpected events will give you more control over them.
End Your Presentation on a High Note
After you've delivered a fantastic presentation, make sure you wrap it up in a memorable way. Doing this will leave a lasting impression and nudge your audiences to take action.
One way to end your project presentation is to use a powerful call to action.
You can also tell memorable stories, summarize the main points and highlight compelling figures about the project.
For example you can mention some really intriguing figures like:
- Expected growth rate, return on investment and profit margin
- Potential company valuation in the next five to ten years.
- Projected earnings and market position etc.
The goal is to hype your audiences and stimulate them to take action.
You can check out our other article to learn more about ending your presentation on a great note.
Get To Work: Create Powerful Project Presentations With Visme
Creating a successful project presentation starts with setting your goals and having a clear plan to achieve them. It also requires crafting compelling content, paying attention to design and excellent delivery.
If you’re going to close those deals, you need a solid pitch deck to explain your project details and why it will succeed. We recommend using an intuitive project presentation software like Visme .
Visme is the perfect design tool for creating stunning and engaging project presentations . With Visme, you’ll have access to a wide range of features and tools to help bring your project ideas to life.
The tool has hundreds of presentation templates, design elements, font styles, built-in stock images and videos, data visualization tools and more to make your project presentation a hit. You can download your design in different formats and share it across multiple social media channels.
Now you have all the tips and tools for nailing your next project presentations. Go ahead and make it memorable with Visme's project presentation software.
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About the Author
Unenabasi is a content expert with many years of experience in digital marketing, business development, and strategy. He loves to help brands tell stories that drive engagement, growth, and competitive advantage. He’s adept at creating compelling content on lifestyle, marketing, business, e-commerce, and technology. When he’s not taking the content world by storm, Unenabasi enjoys playing or watching soccer.
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If you manage projects, you know the value of strong project management. Project management is the art and science of steering work from start to finish efficiently. You can use project management PowerPoint slides to guide the process.
Download our Project Management Powerpoint Templates that will help you manage your project effectively without hassle.
Project Management Process Overview From initiating processes, through planning execution, project control and closing, this presentation will guide you on what you need to do and when to keep your project rolling smoothly. While this might be old hat to seasoned project managers, aspiring project managers and project team members will find this presentation a handy refresher course.
Find predesigned Project Management Steps And Process Powerpoint Presentation Slide PowerPoint templates slides, graphics, and image designs provided by SlideTeam.
Discover how to create a project presentation that impresses your audience and showcases your value. Get tips and examples from SlideModel.
Find predesigned Project Management Powerpoint Presentation Slides PowerPoint templates slides, graphics, and image designs provided by SlideTeam.
Project Management Presentation Templates Enhance your project management with SlideEgg's 231+ pre-designed templates. Tailor them to meet organizational needs, boosting workflows, cooperation, and productivity. Ideal for project managers, teams, businesses, and students to plan and execute tasks efficiently.
Learn how to break down the project management process into five phases: Initiation, Planning, Execution, Monitoring & Control, and Closure.
Identify the purpose and audience for the presentation This task involves determining the main goal and target audience of the presentation. It plays a crucial role in shaping the content and tone of the presentation. Consider the impact of the presentation on the overall project management process. Think about what information or message you want
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A project management presentation is used to describe your project in its entirety from the product itself down to process. Businesses can better explain their projects to key stakeholders with Beautiful.ai's project management presentation example.
Check out our collection of free PowerPoint and Excel project management templates and create stunning project visuals for your stakeholder meetings.
Download free PowerPoint project management templates to streamline planning, tracking, and reporting in project management.
Want to create or adapt books like this? Learn more about how Pressbooks supports open publishing practices.
The Four Phases of Project Management. Planning, build-up, implementation, and closeout. Whether you're in charge of developing a website, designing a car, moving a department to a new facility ...
Overview of the Project Management Process. While actively participating in mentorship during a project with a local design/build firm, this practitioner compiled an overview of the project management process as detailed in PMI's A Guide to the Project Management Body of Knowledge (PMBOK® Guide). Use this overview with other project managers ...
Learn how to prepare and deliver a project presentation that showcases your work and impresses your audience. Get tips on planning, design, delivery and more.
Project Management Presentation templates Say goodbye to chaos and disorganisation and take control of your projects with selection of templates on project management. With these designs, you can easily track the progress of your projects and access relevant information at a glance. Plus, with its fun illustrations and visuals, your ideas will be sure to make a big impression. Get your ...
How to give the best project management presentation. Capterra helps businesses find and compare software.
Project management is a process that allows project managers to plan, execute, track and complete projects with the help of a project team. To do so, they must use project management principles, skills, methodologies and tools to lead team members through each of the project management steps which are known as the project lifecycle.
If you're working on a major project for your company, putting together a project presentation is a great way to get everyone on board and organized.