From there, new … Notice at the bottom of the table, I’ve added 2 lines related to the budget. An agile project charter answers these questions: Why are we doing this project? The marketing strategic and corresponding initiatives will drive X leads. These are: In this post, I will list the 10 keyboard shortcuts that I use most often and that are not immediately obvious. Resize the image, so that it takes up the majority of your screen. Remember that, in PowerPoint, you need to hold down the Shift key as you resize shapes to maintain its proportions. Now, find an appropriate replacement photograph on Google Image Search. For pre-made PowerPoint diagrams used in business presentations, browse our library here: Within the strategy, there are 3 core pillars, which can be further broken down into specific initiatives. MANAGEMENT ASSESSMENTS STRATEGY WORKSHOPS, BIG PICTURE WHAT IS STRATEGY? Project Charter A Project charter, on the other hand, is a formal document based on the SoW which is submitted for authorization. You can find a more comprehensive list of useful PowerPoint shortcuts included in Chapter 5 of the eBook, Become a PowerPoint Guru. This charter helps provide focus and direction. Paste the image you found into PowerPoint. Send the photo to the back. A PowerPoint template of a Project Charter is displayed below. Give your presentations the look and feel of a final product made by McKinsey, BCG, Bain, Booz Allen, Deloitte, or any of the top consulting firms. There are a lot of sites offering free PowerPoint templates. Also, it is advised to keep your lists to 3. The Project Charter has 5 primary objectives: Provide an overview summary of the project, including high-level background. I’ll teach you the easiest method in this PowerPoint tutorial. Not only is the 2×2 an incredibly flexible and powerful tool, it is also very easy to construct in PowerPoint. Also, I placed the 3 marketing focus areas inside the Marketing Strategy chevron shape to illustrate that they are components of the overall strategy. We will customize a template for the movie Avatar. See the example below, where I am using the money case to illustrate a vault of PowerPoint slides. The Project Charter has 5 primary objectives: To achieve these goals, your typical Charter consists 8 areas: A PowerPoint template of a Project Charter is displayed below. Numbering items helps your audience retain that information. Showing a process. Yet, I’ve witnessed CEOs who spend no more than 30 seconds to throw together a ragtag team to solve really important problems. With the Freeform Line AutoShape (to find this, go to AutoShapes > Lines > Freeform), create the outline of the shape. 2. Review how other universities are deploying digital signage and kiosk technologies. There are a number of ways to do this in PowerPoint. One Page Project Status Report Template : A Weekly Status Report A One-page Project Status report is one of the most powerful tools available to a project manager. Once approved, the Project Charter communicates the current agreement betweenthe Project Sponsor and the Project Team throughout the lifecycle of a project. I believe one of the best ways to learn is through example. When representing multiple dimensions of data on a single diagram, consultants often rely on the 2×2. The slide shown above can be downloaded here. We know we have a full portfolio of marketing initiatives that fall under the Marketing Strategy. E.g. Error: Twitter did not respond. For instance, if you’ve introduced the concept of a 6-phase approach, your Tracker is used to signify what phase in the approach your current slide pertains to. Click on the photo. I will walk through creating a slide for a 3-prong marketing strategy. Throughout the project lifecycle, the project charter plays an essential role in keeping things on track. For your inconvenience, you can also download this template from learnppt ( To maintain consistency and flow through your presentation from slide to slide, I like to use Trackers. Click here to learn more or book some time with Joe. The downside to this method of creating a circular approach is you cannot highlight a particular segment with a different color. Specific examples include a Flow of Marketing Leads to Sales Leads, Downselection of Vendors, and Product Development from Ideation to R&D. If you want high performing teams, then you have to do some heavy lifting before launching a team. Go to my site ( and shoot me an email. This charter helps provide focus and direction. This step is iterative, so let’s step through each iteration. For illustrative purposes, I will pick a very unique example. It gives the project manager the authority to spend the project budget in the delivery of the project. Your first step here is to find an image of what you would like to create. I’ve always said there are 4 key contributing factors to building presentations with incredible speed and efficiency. This can also be incorporate into the matrix, using the bottom rows. The reason for this is because I would like to show different things (e.g. To create a simple funnel, you only  need 4 shapes: Now, let’s piece the shapes together to form a funnel. Note how the line is used to cover up the base edge of the arrow AutoShape. Go ahead and delete it. Provide an overview summary of the project, including high-level background. This sense of direction tells your audience where the entity is heading. Every project needs a project charter so the project team knows why this project matters, where the team is headed, and what the project objective is. In this entry, I’ll go through a simple way to create a funnel diagram in PowerPoint. Group together all your shapes. We offer a great collection of Mckinsey 7s Framework Slide Templates including Mckinsey 7s Framework to help you create stunning presentations. For the time being, it’s a completely free download. It is the team’s blueprint for success! With that said, I hope this is enough food for fodder to get you started on your 2×2 PowerPoint diagramming needs. Remember, to resize a shape to the pixel, hold down the ALT key. See the final creation below to visualize how the pieces fit together. Go to my site ( and shoot me an email. charts, documents) coming out of the safe in my final diagram. You can find Crawl Walk Run diagrams and templates at LearnPPT. The next 2 dimensions are represented by the circles’ colors and sizes. Indezine is a leading online resource for PowerPoint users. Perhaps the most famous is the BCG Matrix. Project Charter (Business Toolkit) - Compilation of Project Charter frameworks, Project Charter templates, Project Charter tools, McKinsey Project Charter presentations. So much of what an organization tries to accomplish involves teams. Don’t reinvent the wheel. The 2×2 Diagram – A consultant’s best friend? Do you run a consulting firm? Do any postmortem on failed projects and the team was missing one or more of these necessary conditions of high performing teams. Here are a few scrubbed pages show how use the visual layout to tell the story. This is particularly useful and most relevant to organizations growing from mid-size to enterprise. Project Charter Template (Click on the template to edit it online) Template 2 Project Charter Example (Click on the template to edit it online) Template 3 One Page Project Charter (Click on the template to edit it online) What Are Your Thoughts on the Guide? For the time being, it’s a completely free download. This results in the upper right quadrant becoming that “Magic Quadrant.”  Likewise, the bottom-right is the quadrant no one wants to be in. We use cookies essential for this site to function well. Theme: Quality improvement Topics: Operational performance, Quality Resource type: Improvement tool Source: ACT Academy Published on: 17 January 2018 (0) Add to favourites; Share this page Facebook; Twitter; LinkedIn; Email; This explains the reasons for the project, the expectations as well as limitations which apply. You can download a free PowerPoint plugin called Flevy Tools that creates Gantt charts, among other commonly used project management diagrams here: McKinsey & Company is the trusted advisor and counselor to many of the world's most influential businesses and institutions. From the feedback I received, it seems this section was well received and readers would like more similar powerpointing examples. While high performing teams typically overcome their fair share of adversity and challenges, they often share the following four attributes of: a meaningful mission, the right people, the necessary resources, and an empowering environment. The first 2 dimensions are represented by the 2 axes. As one would suspect, there are standard Crawl Walk Run diagrams used in PowerPoint presentations. Indezine A weekly project status report template is key to project manager as as it covers the key aspects, schedule, risks and issues. But, how about a circular approach PowerPoint diagram? Then, resize it down to a more appropriate size. It almost always ends up as a complete waste of time. It is meant to be a document of agreement between the major stakeholders, the sponsor of the project and the whole team. Lowy and Hood’s “The Power of the 2×2 Matrix.”. For instance, piece together rectangles and triangles for simple outlines. To create a simple circular approach diagram, you need at least 4 shapes. Here are a few templates (just structuring of the page). Feel free to join the discussion by leaving comments, and stay updated by subscribing to the. 3. Note, to resize a shape to the pixel, hold down the ALT key. Created by ex-McKinsey, Deloitte & BCG Management Consultants. These diagrams were professionally designed by management consultants. The Project Charter defines the scope, objectives, deliverables and overall approach for the work to be completed. It is not recommended to go beyond 5 dimensions. The first step is to download one of the free PowerPoint templates. For the time being, it’s a completely free download. A PowerPoint diagram in the shape of a funnel is both useful and intuitive to understand. It is created by piecing together tables in PowerPoint. To do this, executives often structure changes under the Crawl Walk Run framework, where. However, if you feel the need to, you can embed additional dimensions or layers of information by using different shapes (in addition to the circles), perhaps outlines capturing clusters, and meaningful callout boxes. Circles are then plotted on the graph. We offer dozens of free PowerPoint & Excel business planning templates to jumpstart whatever you are working on. In the book, the example used is a tool box diagram. Jun 13, 2017 - Go to to Download and Reuse Now a SWOT Powerpoint Template | Created By ex-McKinsey & Deloitte Strategy Consultants. The size of the circle is often used to represent a relative dollar value. A funnel diagram is a great way to illustrate a downsizing/reduction, downselection, filtering down process. This is because 1) you will lose the effect on printout copies and 2) people will not see it if they are following along, but not in PowerPoint presentation mode. It's published by Otobos Consultants Ltd, a copywriting and content marketing firm that provides specialist project management materials and advice to small and medium-sized businesses. In my PowerPoint eBook, I have a section called “The Missing Diagram,” where I describe how one would go about creating a very distinct, specialized PowerPoint diagram from scratch. Project charter, brief or mandate. The Gantt chart adds a timing component to each activity and offers a visual illustrating dependencies across activities and work streams. The project charter is an output of the process "develop project charter" and is a document issued by the project sponsor that formally authorizes the existence of a project and provides the project manager with authority to apply organizational resources to project activities. In addition, I added Shadows to some shapes for further dimensionality. Don’t worry if the image turns blurry or becomes pixelated. For your inconvenience, you can also download this template from learnppt ( You create an entire team which works under your guidance on your designed project. Remember, to resize table edges to the pixel, hold down the ALT key as you drag the edge. You can download all the funnel diagrams shown in this PowerPoint tutorial here ( However, to add more structure, we should also organize them functionally. The second is a status box to check whether the vertical stream of initiatives is on budget or exceeds budget. This Strategy Toolkit was created by ex-McKinsey, Deloitte & BCG Strategy Consultants. BUSINESS MODEL COMPETITIVE ADVANTAGE GROWTH, VALUE PROPOSITION PRODUCT SERVICE PRICING, GO TO MARKET DISTRIBUTION SALES MARKETING, ORGANIZATIONAL ORG DESIGN HR & CULTURE PROCESS PARTNER, TYPES OF VALUECOMPETITIVE DYNAMICSPROBLEM SOLVING, OPTION CREATIONANALYTICSDECISION MAKINGPROCESS TOOLS, PLANNING & PROJECTSPEOPLE LEADERSHIPPERSONAL DEVELOPMENT, CLICK HERE TO LEARN THE BEST PRACTICES FOR HIGH PERFORMING TEAMS. And so, I am starting a new series on my blog, which I will be calling “Slide from Scratch.”  For each of these posts, I will walk through a real example of a slide I had to create, going from initial conceptualization of just ideas to creation of the final slide. If you have a stream exceeding the budget, you can further highlight it on your slide using a call-out box and different colors. So much of what an organization tries to accomplish involves teams. In fact, there’s quite a science to it. If, instead, you just select multiple shapes and resize, they won’t resize as cohesive unit. It includes Frameworks, Tools & Templates on: McKinsey 7S, Strategy Map, Balanced Scorecard, SWOT, Value Chain, Porter's 5 Forces, NPV, Pestle Analysis, Ansoff Matrix, Project Prioritization matrix, Porter's Strategies, 5 Whys. > How to Create/make Project Charter Template? I hope you’ll find these key PowerPoint shortcuts helpful in becoming faster and more efficient with building your PowerPoint presentations. The rectangle and small circle form the bottom of the funnel. If your circles represent companies, your colors can be used to distinguish incumbent vs. new entrant; public vs. private; or domestic vs. international companies. The Project Charter documents the formal conversation between the Project Sponsor and the Project Manager/Team, including identifying metrics of success for the project. Otherwise, the slide will look too busy and often your audience won’t be able to retain the information very well. You will usually use the color attribute to separate the circles into 2 or 3 specific categories. In this guide, we have … … Buy and sell PowerPoint templates, business frameworks, presentation templates, and more. Identify team members, clarifies roles, and their responsibilities. Strengthening your company’s online presence, Create a brand image for your company as the “value player”. Appreciate the 3 Bs of Behavioral Change, The Blueprint for Your Project’s Success – A Project Charter,,,—Crawl-Walk-Run.php, PowerPointing – How to Create a Circular Approach Diagram in PowerPoint,,, PowerPointing – How to Create a Funnel Diagram in PowerPoint,, Slide from Scratch: 3-Prong Marketing Strategy, The Top 10 PowerPoint Shortcuts You Should Know, Customizing a PowerPoint Template for Your Business, (If you have a graphics editing program, you may want to use it to reduce the size of the image prior to copying it into PowerPoint. Want FREE Templates on Strategy & Transformation? Finally, see how I numbered the 3 areas. I have color coded this status box, so the audience can very easily identify the status. Creating a linear approach with a distinct start and end is simple. One for the door alone; one for the rest of the safe. Let’s take a look at the second iteration of our slide. In the next several iterations displayed below, I started using PowerPoint fill effects, such as 2-color Gradient fills and Patterns, to add dimensionality and contour. Consultants like diversity, we get bored. In the slide we just created, the Marketing Strategy chevron can be made into a tracker. (FYI, this is the picture I will be using.). It is a critical element for initiating, planning, executing, controlling, and monitoring the project. The reason you want to find an existing image as a template is because it is too difficult (and inefficient) to create a diagram based purely on what you picture in your mind. I am now adding some smaller details, narrow rectangles and lines, to highlight separations on the safe. For the time being, it’s a completely free download. Product managers, marketers, and designers are often confused as to what they […], Thanks for dropping by! Page Up, Ctrl+C). Sometimes, I couple my search phrase with words like ‘icon’ or ‘gif,’ because I want to find a template image that is already cartoonish. Therefore, I want the door to be a separate that I want to bring to the forefront of the slide. Take a look below. Now, with your new diagram, you can use it in your slide to portray your original purpose. The strategy focuses on 3 areas, and, for the sake of this example, let’s say they are the following: The success of your marketing efforts is measured on the number of leads generated, which let’s say is X leads for 2010. Enumerate the various commercial and home-grown systems in current use on campus and review what each provides. This tutorial will focus on leveraging any one of the templates I put up and customizing it for your specific need. Visually, the slide in my mind should be structured top-down. The 2×2 can be used to represent up to 5 dimensions of data. During this transition, organizations need to create scalable processes, implement enterprise-wide systems, and potentially redefine their organizational structure. Unless you’re a trained artist, what you imagine in your head usually looks very different when you draw it out on paper—not to mention on PowerPoint. Copy and paste the image into your PowerPoint slide master cover slide. Additionally, we need to capture the concept of the marketing budget. On, we have a full PowerPoint Diagrams Pack around Circular Approach and Force Diagrams ( It is critical to group everything together first. The ability to search for material on demand based our project events and client requirements was great for me and proved very beneficial to my clients. In fact, there are full business books written around this very concept. First, let’s gather the shapes. It tells the story of future projections, market trends, and market dynamics. Determine the current and expected future use of digital signage and kiosk technologies on campus. See more ideas about powerpoint, powerpoint templates, strategy map. Change management, however, is a broad discipline that involves more advanced models and tools such as the change curve, maturity audits, contingency plans, ADKAR analysis, Kotter’s 8 Step change model, Lewin’s Change Model, McKinsey 7S Framework, and culture mapping. Take a peek. It helps to send the existing layer to the back, so that you can work off the original picture for each new layer. Alright, here they are, in no particular order. Remember, if you grouped shapes will resize proportionally together. You can download them at You can download a free PowerPoint plugin called Flevy Tools that creates commonly used PowerPoint diagrams here: Project Charter Template. Please click "Accept" to help us improve its usefulness with additional cookies. Just group (Ctrl + G) like shapes together for easier manipulation. Project Charter Template. Examples include market size, size of opportunity, or annual sales. Because this method is often applied to solve customer problems with a more structured approach, the McKinsey consulting firm developed it over the course of several years. Aside from being a mouthful to say (try saying it five times fast), a business process transforamtion project charter is The marketing team has identified a whole portfolio of marketing initiatives, which fall under the encompassing marketing strategy. This allows your audience to immediately see which circles have remained constant through the years; which have declined; and which have improved their positions. On a single 2×2, this is represented by an arrow paired with each circle. Then, successive slides dive deeper into each stage, breaking down the specific changes and target time frames for completion. FREE! Use this template as a business roadmap to showcase the key planning phases of your project or strategy plan and the major milestones to get there. Repeat the step before to capture additional detail to you diagram. Here is a comparison of the final PowerPoint diagram versus the original image found on Google. The knob of the safe was constructed with a couple circles and a rectangle. This is the project vision. Simple as that. There are many well known frameworks based on this design. Since there is no one-size-fits-all when considering a project management charter, it becomes necessary for project managers to go for project charter templates that will offer them the flexibility of being modified to suit specific project needs. Group them, replicate, rotate, and re-position. Whether it’s a bridge, a dinosaur, or a book shelf, chances are a picture of it already exists online.—Crawl-Walk-Run.php. In 2003, this is ‘View’ –> ‘Master’ –> ‘Slide Master.’   In 2007/2010, this is ‘View’ –> ‘Slide Master’ (under ‘Master Views’). Just piece  together a number of chevrons. It is customary for the increase in desirability to increase as you increase across each axis (i.e. Project Management Plan Template. Remove any line colors and choose a solid fill. Similar to the DMAIC format of SIPOC, we used this at the beginning of the current project to emphasize the key activities needed in the middle. The project management plan PMBOK® is defined … Flevy Tools allows you to dynamically generate Gantt Charts, Harvey Ball diagrams, approach diagrams, and other diagrams. Sinnaps project charter template (Excel) can easily be modified in an event where additional sections are required. Buy Mckinsey 7s Framework Templates now To get you going on assembling and launching a high performing team, download the free and editable Project Team Charter PowerPoint Worksheet. This can be organized by the 3 pillars. List specific deliverables and milestones. You can read the full interview here: In this post, we will create a diagram of a money safe. Project charter objectives are to address the “why, who, what, when, where, and how” of the project. In fact, in general, animation is frowned upon. So, it’s important to start things strong and have a professional, aesthetic, and relevant cover slide. First, let’s gather the shapes. Yet, I’ve witnessed CEOs who spend no more than 30 seconds to throw together a ragtag team to solve really important problems. You can find articles, tutorials, and templates. Quickly turn this template into an impressive diagram of your road map project showing your milestones, dates and major themes. So, yesterday, I carved out a few hours and created an appealing, easily customizable set of free PowerPoint templates. Enjoy. This will be the first post of the series. Representation of lots of data in a visually meaningful and intuitive way can be a daunting task. And some more. Simple enough. Therefore, it is best to include a large and small circle in your legend as points of reference. A great way to organize initiatives or any list of items under 2 dimensions is through a matrix. Consulting =storytelling. If so, take a look at this article, which discusses Why FlevyPro is a Must Have for Independent Consultants and Boutique Consultancies. Although size is on a continuous scale, it is often difficult to gauge exact relative size. Oftentimes, the upper-right quadrant is the ideal state (for the circles to fall in)—coined by Gartner Research, this quadrant is referred to as the “Magic Quadrant.”. Lastly, the suite of marketing initiatives must be prioritized and balanced against the annual marketing budget of $X MM. Recently, I had the pleasure of being interviewed by Geetesh Bajaj at Indezine, where we discussed my PowerPoint book Become a PowerPoint Guru. On my site, you will find information about my recent eBook, Become a PowerPoint Guru, which teaches how to create effective business presentations (from structuring your story to designing your diagrams). Download in a couple of clicks. A Girl's Guide to Project Management is a blog for project, programme and portfolio managers and project delivery professionals. The Flevy PowerPoint Toolkit contains over 50+ slides worth of diagrams, shapes, charts, tables, and icons for you to use in your business presentations. Questions, thoughts, concerns? Download here the ultimate AGILE PROJECT CHARTER template, part of 18 agile project management templates for Excel. Trackers are small diagrams (usually placed on the top-right of a slide) that help your audience ‘track’ where you are in your discussion relative to an earlier slide. Do not try to illustrate changes in position using animation within PowerPoint. Looking at the information we’ve been presented with, it’s important to identify some logical flow or story through it all. Flevy Tools allows you to dynamically generate Gantt Charts, Harvey Ball diagrams, approach diagrams, and other diagrams. Project Charter template helps you to design your project more effectively and brilliantly.
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