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Project Management Presentation Template

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Prepared by:

​

​[Sender.FirstName]​[Sender.LastName] ​[Sender.Email]​ ​[Sender.Company]​

Table of Contents

Introduction Project goals Project scoping Project management methodology Project management software Communication tools Project team Roles and responsibilities

Reporting Project stages Delivery Risk management Project Onboarding Project Documentation Appendix ​

How to make an effective project management presentation?

An effective project management presentation should include the duration, scope, and responsibilities associated with the project to ensure clarity amongst all parties.

Introduce the project with a quick summary

Introduction

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How do you present a project overview?

Your project overview should focus on the scope as well as the OKRs (objectives and key results) that the client is looking for. This will help summarize the parameters for success on both ends of the engagement.

Project Goals

Create a list of all the project goals and the KPIs (key performance indicator metrics) you'll use to track progress towards these objectives. ​

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Increased productivity Higher utilization rate.

Streamline operations Higher operating income.

Improved content workflow # of articles published per month.

How to write project scoping?

When specifying the scope of the project, start by considering the primary objectives for the client. Next, clearly outline the core tasks necessary to achieve those goals to ensure that scope creep (the introduction of time-consuming and less relevant tasks) does not occur.

Project Scoping

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01

02

03

04

Task Description

Task Description

Task Description

Task Description

Specify the scope of work for the project.

How do you write a project methodology?

Select a project methodology (scrum, agile, waterfall, etc.) and explain why you chose that methodology for this specific engagement. For example, you could note that the development-heavy scope of work indicated that an agile methodology would produce the best results in the shortest amount of time.

Project Management Methodology

State the project methodology that you intend to use for this engagement.

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Project Management Software

Trello

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Kanban task management ​

Cloud storage and file sharing ​

Collaborative editing

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Buffer

Social media scheduling

Google Drive

Google Docs

Guru

Toggl

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Internal wiki

Time tracking

Communication Tools

List the communication tools that you'll use to manage the team members and host weekly performance meetings. ​

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Slack

Zoom

Gmail

Team Сhat

Video Сonferencing

E-mail

How do you present a project team?

When presenting a project team, it’s best to start with the roles that have the most responsibility and then work your way down. Try to give every team member a responsibility (even small ones) so that streamlined project management feels more like a group objective.

Project Team

State the team capacity, number of people currently employed, and the roles of each team member. ​

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Member Role

Member Role

Member Role

Member Role

Member Role

Member Role

Member Role

Member Role

Member Role

Member Role

Roles & Responsibilities

Elaborate on the roles, responsibilities, and what they entail.

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Mark

Sales lead, must report to PM on a weekly basis

Sarah

Jeff

Linda

Content lead, must provide data/metrics/KPIs to be used in PM's monthly reports

Sales lead, must report to PM on a weekly basis

Sales manager, must report to Sales lead on a weekly basis

Reporting Frequencies

Describe the reporting process for all core OKRs of the project. ​

Daily

(check-ins)

Weekly

Monthly

Quarterly

Annual

(reviews)

(reports)

(analysis)

(analysis)

Project Stages

The four main stages of any project are:

Planning

A short explanation for the stage.

Preparation

Implementation

Finalization

A short explanation for the stage.

A short explanation for the stage.

A short explanation for the stage.

Delivery

Describe what deliverables would be expected during the delivery (implementation) stage of the project.

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Detailed Reports

Strategy Blueprints

Software Receipt

Coaching assets

Team training

Final review

Risk Management

Describe the risks that the client might face throughout the course of the project.

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Project Onboarding

List the steps required to onboard new members and share existing knowledge with them

Step 01

Step 02

Step 03

Step 04

A short explanation of the step.

A short explanation of the step.

A short explanation of the step.

A short explanation of the step.

Project Documentation

State the project documentation that will be created throughout the course of the engagement.

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Onboarding assets

Standard operating procedures (SOPs)

Frequently asked questions library

Internal wiki page

Appendix

Add an appendix to your presentation with any supplementary material that complements the understanding of this slide deck.

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Item Title

Item Title

Item Title

Item Title

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A short explanation of the item

A short explanation of the item

A short explanation of the item

A short explanation of the item

Item Title

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A short explanation of the item

Item Title

Item Title

Item Title

A short explanation of the item

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A short explanation of the item

A short explanation of the item

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FAQ

  • A project management presentation is a slide deck that contains information on the scope of work, key objectives of the engagement, and deliverables for the project.

  • Use a project management presentation template to speed up the process and ensure you don’t overlook any information that would be essential to your audience.

  • A project management slide is an individual page in a project management presentation, which includes details on the scope, OKRs, and terms of the engagement.

  • A good product management presentation should contain info for all stages of the project and clear parameters for the scope of work.

  • The five aspects of project management are:

    1. Initiation

    2. Planning

    3. Execution

    4. Monitoring

    5. Closing

Disclaimer

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Project Management Presentation

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