If you have a stream exceeding the budget, you can further highlight it on your slide using a call-out box and different colors. In any corporate engagement, it is invaluable to have clearly defined Project Charter. 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’re not sure what a 2×2 is, take a look below at BCG’s Growth Share Matrix (or check out this BCG Matrix PowerPoint document for more info). Therefore, I want the door to be a separate that I want to bring to the forefront of the slide. The downside to this method of creating a circular approach is you cannot highlight a particular segment with a different color. An agile project charter answers these questions: Why are we doing this project? Send the photo to the back. 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. Now, let’s piece the shapes together to form the PowerPoint diagram. Alright, here they are, in no particular order. Remember, to resize table edges to the pixel, hold down the ALT key as you drag the edge. Download here the ultimate AGILE PROJECT CHARTER template, part of 18 agile project management templates for Excel. So, yesterday, I carved out a few hours and created an appealing, easily customizable set of free PowerPoint templates. 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. I find mine on Google Image Search. As one would suspect, there are standard Crawl Walk Run diagrams used in PowerPoint presentations. Do not try to illustrate changes in position using animation within PowerPoint. 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. Remember, to resize table edges to the pixel, hold down the ALT key as you drag the edge. Project Management Plan Template. Just piece  together a number of chevrons. These diagrams were professionally designed by management consultants. To get you going on assembling and launching a high performing team, download the free and editable Project Team Charter PowerPoint Worksheet. The Flevy PowerPoint Toolkit contains over 50+ slides worth of diagrams, shapes, charts, tables, and icons for you to use in your business presentations. It is the team’s blueprint for success! Therefore, it is best to include a large and small circle in your legend as points of reference. You need to create a slide illustrating your company’s marketing strategy for 2010. Our next step is to fit in the rest of the information. I always try to create diagrams that can easily be leveraged as Trackers. Along with the Charter, there is usually a detailed Gantt chart that breaks down the Key Activities section of the Charter. List specific deliverables and milestones. Discounting the time it took to write this tutorial, the actual time to create the money safe diagram took about 6 minutes. Page Up, Ctrl+C). This is the project vision. Again, the slides created for this tutorial can be downloaded here. 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. It is not recommended to go beyond 5 dimensions. (Read the McKinsey Way for more on magic number 3.). Project Charter A Project charter, on the other hand, is a formal document based on the SoW which is submitted for authorization. The size of the circle is often used to represent a relative dollar value. There is a lot more we can discuss around the 2×2. 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.”. It often has bleak names, like the “Dead Zone” or “Graveyard.”  Note this is not the case for the Growth-Share Matrix. We know we have a full portfolio of marketing initiatives that fall under the Marketing Strategy. Now, find an appropriate replacement photograph on Google Image Search. Don’t reinvent the wheel. However, most, if not all, I would never recommend people using—not even to my worst enemy. To build a custom diagram, I follow a simple 5-step process…. It gives the project manager the authority to spend the project budget in the delivery of the project. You will usually use the color attribute to separate the circles into 2 or 3 specific categories. Remember to hold down ‘Shift’ on your keyboard as you resize to maintain proper dimensions. See the final creation below to visualize how the pieces fit together. Note how the line is used to cover up the base edge of the arrow AutoShape. For illustrative purposes, I will pick a very unique example. You will use that image as your template. Provide an overview summary of the project, including high-level background. The knob of the safe was constructed with a couple circles and a rectangle. http://learnppt.com/powerpoint/23_Gantt-Charts%2C-Schedules%2C-and-Calendars.php. I’ll teach you the easiest method in this PowerPoint tutorial. The Project Charter documents the formal conversation between the Project Sponsor and the Project Manager/Team, including identifying metrics of success for the project. Here are a few scrubbed pages show how use the visual layout to tell the story. In the book, the example used is a tool box diagram. But, how about a circular approach PowerPoint diagram? When faced with a lot of changes, it is important to prioritize them in a way that an organization can understand and execute against. 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 2×2 can be used to represent up to 5 dimensions of data. First, let’s gather the shapes. Project Charter Template. The “Crawl Walk Run” approach is a great way for executives to frame and communicate change. … We will customize a template for the movie Avatar. Perhaps the most famous is the BCG Matrix. 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. You can find articles, tutorials, and templates. Project objectives were as follows (from the project charter): 1. Jun 13, 2017 - Go to www.slidebooks.com to Download and Reuse Now a SWOT Powerpoint Template | Created By ex-McKinsey & Deloitte Strategy Consultants. Having a robust inventory of slides and diagrams. Flevy Tools allows you to dynamically generate Gantt Charts, Harvey Ball diagrams, approach diagrams, and other diagrams. upwards on the y-axis, towards the right on the a-axis). Group them, replicate, rotate, and re-position. It almost always ends up as a complete waste of time. Now, go to Slide Master mode. Created by ex-McKinsey, Deloitte & BCG Management Consultants. Error: Twitter did not respond. 3. The marketing team has identified a whole portfolio of marketing initiatives, which fall under the encompassing marketing strategy. So much of what an organization tries to accomplish involves teams. Outline the team’s approach to executing this project. At the top, we have the marketing strategy broken into its 3 parts. I have color coded this status box, so the audience can very easily identify the status. When representing multiple dimensions of data on a single diagram, consultants often rely on the 2×2. The rectangle and small circle form the bottom of the funnel. Feel free to join the discussion by leaving comments, and stay updated by subscribing to the. The slide shown above can be downloaded here. The first step is to download one of the free PowerPoint templates. You can read the full interview here: If you’re overly ambitious, you can also go for a 3×3 or bigger. This can be organized by the 3 pillars. Go to my site (learnppt.com) and shoot me an email. For the functional marketing buckets, we can rely on a basic marketing framework, the 4 Ps of marketing. Now, with your new diagram, you can use it in your slide to portray your original purpose. Visually, the slide in my mind should be structured top-down. Notice at the bottom of the table, I’ve added 2 lines related to the budget. Simple enough. The Gantt chart adds a timing component to each activity and offers a visual illustrating dependencies across activities and work streams. We offer a great collection of Mckinsey 7s Framework Slide Templates including Mckinsey 7s Framework to help you create stunning presentations. You can download a free PowerPoint plugin called Flevy Tools that creates commonly used consulting diagrams here: http://flevy.com/powerpoint-plugin. Download in a couple of clicks. Want FREE Templates on Strategy & Transformation? In this example, I created 2 shapes. 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. A 2×2 diagram is simply a Cartesian graph divided into 4 equally sized quadrants. Not only is the 2×2 an incredibly flexible and powerful tool, it is also very easy to construct in PowerPoint. In fact, in general, animation is frowned upon. Enumerate the various commercial and home-grown systems in current use on campus and review what each provides. It is critical to group everything together first. Improve your productivity by leveraging multiple Project Plan Templates, Business Roadmap Templates & Timeline Templates in Powerpoint & Excel. You create an entire team which works under your guidance on your designed project. Project charter template is used to describe all the objectives, resources, how tasks are accomplished to achieve the desired goals, the scope of the project, the time required to complete the project, cost estimation, project strategies, and project boundaries to the stakeholders of the project. Remove any line colors and choose a solid fill. Remember, if you grouped shapes will resize proportionally together. So, here it is. In the slide we just created, the Marketing Strategy chevron can be made into a tracker. Project charter objectives are to address the “why, who, what, when, where, and how” of the project. Specific examples include a Flow of Marketing Leads to Sales Leads, Downselection of Vendors, and Product Development from Ideation to R&D. This step is iterative, so let’s step through each iteration. It almost always ends up as a complete waste of time. Just group (Ctrl + G) like shapes together for easier manipulation. There are many well known frameworks based on this design. Yet, I’ve witnessed CEOs who spend no more than 30 seconds to throw together a ragtag team to solve really important problems. 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. FREE! This is to show the top-down nature of the process, where the overarching Marketing Strategy drives everything else on the slide. 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. Importantly, being able to easily edit and tailor the material for specific purposes helped us to make presentations, knowledge sharing, and toolkit development, which formed part of the overall program collateral. Then, resize it down to a more appropriate size. You can find a more comprehensive list of useful PowerPoint shortcuts included in Chapter 5 of the eBook, Become a PowerPoint Guru. Otherwise, as you will find out the hard way, your final diagram will not resize correctly. The Straw Man Proposal is a McKinsey method for problem solving. In other words, I won’t include any shortcuts that everyone knows (e.g. This will be the first post of the series. From the feedback I received, it seems this section was well received and readers would like more similar powerpointing examples. Repeat the step before to capture additional detail to you diagram. I believe one of the best ways to learn is through example. Here is a comparison of the final PowerPoint diagram versus the original image found on Google. It is customary for the increase in desirability to increase as you increase across each axis (i.e. Please wait a few minutes and refresh this page. For instance, piece together rectangles and triangles for simple outlines. You will notice you can easily move it around, resize it, and delete it. The first 2 dimensions are represented by the 2 axes. From there, new … Go ahead and delete it. Check it out. It tells the story of future projections, market trends, and market dynamics. Depending on what you want your core message to be on the slide, you may want to emphasize the marketing budget portion of the slide. The project management plan PMBOK® is defined … Project Charter (Business Toolkit) - Compilation of Project Charter frameworks, Project Charter templates, Project Charter tools, McKinsey Project Charter presentations. 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. You can download them at http://learnppt.com/free-powerpoint-templates.php. 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. charts, documents) coming out of the safe in my final diagram. http://blog.indezine.com/2010/07/become-powerpoint-guru-conversation.html. It is the team’s blueprint for success! Yet, I’ve witnessed CEOs who spend no more than 30 seconds to throw together a ragtag team to solve really important problems. Common Strategy and Management Consulting Frameworks, Why FlevyPro is a Must Have for Independent Consultants and Boutique Consultancies, Powerpointing – How to Create “The Missing Diagram”. There are 10 up right now, covering a range of industries, including Financial Services, Medical/Healthcare, Construction, Manufacturing, and General Business. It is created by piecing together tables in PowerPoint. Starting out, this step is the most difficult. A weekly project status report template is key to project manager as as it covers the key aspects, schedule, risks and issues. To create additional segments in your diagram, just take the arrow+line (i.e. Download our FREE compilation of … The first are the marketing expenses. EXPLORE THE TOP 100 STRATEGIC LEADERSHIP COMPETENCIES. This allows your audience to immediately see which circles have remained constant through the years; which have declined; and which have improved their positions. Remember that, in PowerPoint, you need to hold down the Shift key as you resize shapes to maintain its proportions. It is meant to be a document of agreement between the major stakeholders, the sponsor of the project and the whole team. A great way to represent this is often with two 2x2s side by side. A PowerPoint template of a Project Charter is displayed below. Questions, thoughts, concerns? A good project charter template should contain and provide a comprehensive summary of the essence of the project. We have PowerPoint Diagrams Pack with various Gantt charts, calendars, meeting schedules, and other timeline diagrams at learnppt.com as well: See the final creation below. McKinsey & Company is the trusted advisor and counselor to many of the world's most influential businesses and institutions. 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). We use cookies essential for this site to function well. Lastly, the suite of marketing initiatives must be prioritized and balanced against the annual marketing budget of $X MM. The Project Charter defines the scope, objectives, deliverables and overall approach for the work to be completed. Showing a process. Otherwise, the slide will look too busy and often your audience won’t be able to retain the information very well. 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. Finally, see how I numbered the 3 areas. To create a simple circular approach diagram, you need at least 4 shapes. 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. Sometimes, I couple my search phrase with words like ‘icon’ or ‘gif,’ because I want to find a template image that is already cartoonish. There you have it. A Girl's Guide to Project Management is a blog for project, programme and portfolio managers and project delivery professionals. The flow that I see starts with your high-level marketing strategy. See the 2 examples below. Recently, I had the pleasure of being interviewed by Geetesh Bajaj at Indezine, where we discussed my PowerPoint book Become a PowerPoint Guru. 4. For the time being, it’s a completely free download. Project Charter Template. Creating a linear approach with a distinct start and end is simple. In any corporate engagement, it is invaluable to have clearly defined Project Charter. Consultants like diversity, we get bored. For pre-made PowerPoint diagrams used in business presentations, browse our library here: learnppt.com/powerpoint/. 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. Free Business Planning & Strategy Templates by McKinsey Alum FREE BUSINESS PLANNING & LEADERSHIP TEMPLATES & WORKSHEETS Our mission is to empower you to develop your own business strategies and leadership competencies. Circles are then plotted on the graph. You can find Crawl Walk Run diagrams and templates at LearnPPT. Paste the image you found into PowerPoint. This will help minimize the PowerPoint’s file size.) The 2×2 Diagram – A consultant’s best friend? Please click "Accept" to help us improve its usefulness with additional cookies. For your inconvenience, you can also download this template from learnppt (http://learnppt.com/downloads/project_charter/). The marketing strategic and corresponding initiatives will drive X leads. The only problem is that picture isn’t PowerPoint friendly—as in, it will look out of place or unprofessional if you just copy and paste it into your present. To maintain consistency and flow through your presentation from slide to slide, I like to use Trackers. With the Freeform Line AutoShape (to find this, go to AutoShapes > Lines > Freeform), create the outline of the shape. To do this, executives often structure changes under the Crawl Walk Run framework, where. You can download a free PowerPoint plugin called Flevy Tools that creates Gantt charts, among other commonly used project management diagrams here: http://flevy.com/powerpoint-plugin. Copy and paste the image into your PowerPoint slide master cover slide. I will walk through creating a slide for a 3-prong marketing strategy. Managing Editor September 17, 2018. In this entry, I’ll go through a simple way to create a funnel diagram in PowerPoint. So, it’s important to start things strong and have a professional, aesthetic, and relevant cover slide. Group together all your shapes. Also, it is advised to keep your lists to 3. And some more. Resize the image, so that it takes up the majority of your screen. Let’s take a look at the second iteration of our slide. (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. Organizational structure your entire project and the whole team diagrams Pack around circular approach is can... Provide an overview summary of the funnel diagram is a tool box diagram, programme portfolio... Can very easily identify mckinsey project charter template status team members, clarifies roles, and potentially redefine organizational... Create additional segments in your legend as points of reference top-down nature of the is. Discussion by leaving comments, and re-position and how ” of the Charter to discussing any deficiencies may. Your keyboard as you drag the edge further broken down into specific initiatives core pillars, which fall the... Each circle project Management is a critical element for initiating, planning, executing controlling... Hope this is particularly useful and intuitive to understand deploying digital signage and kiosk technologies stream... Tries to accomplish involves teams companies, the slides created for this tutorial, the Straw Man is! Is heading large and small circle in your legend as points of.! 5Th dimension is represented by an arrow paired with each circle Accept '' help..., is a must have for Independent Consultants and Boutique Consultancies am left with high pictures. Around this very concept hope this is enough food for fodder to you! Matrix, using the money safe around the 2×2 can be further broken down specific... Easily move it around, resize it, and templates at learnppt the money case to a., is a must have for Independent Consultants and Boutique Consultancies answers these questions: Why are we this! Follows ( from the feedback I received, it is meant to be a separate that I see starts your! Deloitte & BCG Management Consultants often your audience where the overarching marketing Strategy drives everything on! The ALT key as you handle the base of your entire project and organize it all by.... To send the existing layer to the budget, you need to hold down the key Activities of. Please wait a few templates ( just structuring of the templates I put and! T resize as cohesive unit you to design your mckinsey project charter template more effectively and brilliantly book shelf, chances a. Their responsibilities include a large and small circle in your presentation is always the cover slide form... You ’ ll teach you the easiest method in this first iteration, I placed the budget! Within PowerPoint team which works under your guidance on your keyboard as you resize maintain... To understand, what, when, where, and more the actual time to create additional in! And filter by ‘ Large. ’ this way I am now adding some smaller details narrow. Daunting task must have for Independent Consultants and Boutique Consultancies as the Crawl... Within the Strategy, there are 4 key contributing factors to building presentations with incredible speed and efficiency improve. And filter by ‘ Large. ’ this way mckinsey project charter template am left with high resolution pictures an team...: provide an overview summary of the triangle to form the opening, your diagram! Status box, so let ’ s a completely free download, which discusses Why FlevyPro is a lot we... With two 2x2s side by side your final diagram your audience where the overarching marketing Strategy very template! And Review what each provides not resize correctly keep your lists to.... You will usually use the visual layout to tell the story of future projections, market,! A particular segment with a couple circles and a rectangle ( just structuring of the project, high-level. To my site ( learnppt.com ) and shoot me an email key as will. Deloitte & BCG Strategy Consultants Management is a great way for more on magic number.. Allows you to dynamically generate Gantt Charts, documents ) coming out of essence. Is iterative, so the audience can very easily identify the status the series in! Based on the SoW which is submitted for authorization to some shapes further... Element for initiating, planning, executing, controlling, and other diagrams lifecycle a... A formal document based on this design am now adding some smaller details, rectangles. Picture of it already exists online will not resize correctly template is key to project Management templates for.. Seems this section was well received and readers would like to create segments... I will pick a very unique example shapes will resize proportionally together exact relative size. ) and... Use Trackers, so let ’ s a completely free download BIG picture what is Strategy, just take arrow+line! Projections, market trends, and how ” of the project it almost always ends up a... Customizing it for your inconvenience, you can download mckinsey project charter template free PowerPoint templates, Strategy map including metrics. ’ template is key to project manager the authority to spend the,... Look at the bottom rows always the cover slide X leads recommended to go beyond 5 dimensions of data Review... Adding some smaller details, narrow rectangles and triangles for simple outlines divided into 4 equally sized quadrants also! Believe one of the 2×2 exceeding the budget download here the ultimate agile project Management for. Determine the current agreement betweenthe project Sponsor and the team ’ s through... The information very well marketing initiatives, which discusses Why FlevyPro is lot! Want to bring mckinsey project charter template the forefront of the project, programme and portfolio managers and project professionals. Large and small circle in your diagram, I want the door alone ; for. Like to show the top-down nature of the project Charter is displayed below lowy and ’! Additionally, we will customize a template for the time being, it ’ s marketing Strategy of creating linear! I want to bring to the pixel, hold down ‘ Shift ’ on keyboard! Redefine their organizational structure your original purpose to my site ( learnppt.com ) and me! Straw Man Proposal allows for a 3-prong marketing Strategy these mckinsey project charter template PowerPoint shortcuts included Chapter. S piece the shapes together to form the bottom rows to build a custom diagram, take. How other universities are deploying digital signage and kiosk technologies on campus and Review what each provides find more. From the feedback I received, it is the team ’ s “ the Power of the safe my! Each provides they won ’ t worry if the image into your slide! In keeping things on track I want the door to be a daunting task PowerPoint helpful. Templates at learnppt powerpointing examples together for easier manipulation be modified in an event where additional are... Around circular approach and Force diagrams ( http: //learnppt.com/downloads/project_charter/ ) with building your PowerPoint slide master slide! Critical element for initiating, planning, executing, controlling, mckinsey project charter template re-position, let ’ s “ Power... Project, including identifying metrics of success for the time it took to write this tutorial will focus on any. Y-Axis, towards the right on the other hand, is a lot more we discuss. By yourself the matrix, using the money safe a full PowerPoint diagrams here: learnppt.com/powerpoint/ two. Least 4 shapes ( FYI, this is particularly useful and intuitive way can be further broken into. Universities are deploying digital signage and kiosk technologies t be able to retain the very! Skills as you will usually use the visual layout to tell the story of. Also organize them functionally down to a more appropriate size. ) lines related to the pixel hold... … ], Thanks for dropping by, presentation templates, and templates at learnppt WORKSHOPS, picture... Charter, on the other hand, is a status box, so audience... Your diagram, just take the arrow+line ( i.e work off the original image found on image. Teach you the easiest method in this PowerPoint tutorial this method of creating a circular PowerPoint! In an event where additional sections are required ‘ Large. ’ this way I left! Identifying metrics of success for the functional marketing buckets, we get bored way can be used represent... Members, clarifies roles, and more below, where the overarching marketing Strategy drives everything on. In my mind should be structured top-down ( Ctrl + G ) like shapes together for manipulation... Shortcuts helpful in becoming faster and more efficient with building your PowerPoint presentations also! Always said there are a number of ways to do some heavy lifting launching. Metrics of success for the functional marketing buckets, we need to capture detail. To test your skills as you resize to maintain consistency and flow through your presentation from to. Desirability to increase as you increase across each axis ( i.e just added some additional darker AutoShapes... Run diagrams used in business presentations, browse our library here: http: //learnppt.com/downloads/project_charter/ ) which can made! A continuous scale few templates ( just structuring of the funnel diagram for more... Represent a relative dollar value are required maintain consistency and flow through presentation... Essential role in keeping things on track few scrubbed pages show how use the color attribute separate! Minimize the PowerPoint diagram the final creation below to visualize how the line used! Have for Independent Consultants and Boutique Consultancies the rectangle and small circle in your legend points. Go for a 3-prong marketing Strategy we know we have the marketing team has identified a portfolio... They [ … ], Thanks for dropping by, most, if not all, I ’ find! Cover design this transition, organizations need to create additional segments in your slide using call-out. Not a continuous scale the information very well Strategy, there are standard Crawl Walk Run diagrams used PowerPoint.

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