Project Manager Toolkit in Powerpoint & Excel
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The document is a training guide for project managers, focusing on effective project management techniques and tools, particularly using PowerPoint and Excel, developed by ex-Deloitte and McKinsey consultants. It outlines key project management processes such as initiating, planning, executing, monitoring, and closing, as well as the essential skills and tools necessary for successful project execution. Additionally, it provides templates and tools to help manage project status, risks, stakeholder responsibilities, and objectives.
Project Manager Toolkit in Powerpoint & Excel
- 1. Project Manager Toolbox Training & Excel Tools By Ex-Deloitte & McKinsey Consultants
- 2. 2 Insert your Company & Project names 2 Objectives of this document “ Learn how to effectively manage a project with a Powerpoint training and Excel tools created by former Deloitte Management Consultants ” “ Save your time by using our fully editable PowerPoint slides and Excel sheets ”
- 3. 3 Insert your Company & Project names 3 Table of content Project manager key tools3 Project management introduction1 Project management processes2
- 4. 4 Insert your Company & Project names 4 Project definition “ A project is a temporary group activity designed to produce a unique product, service or result ” - Project Management Institute “Temporary” means that a project has a beginning and an end in time “Unique” means that a project has a specific set of operations different from the normal execution of operations within an organization “Group activity” means that a project includes people who often don’t usually work together
- 5. 5 Insert your Company & Project names 5 The project manager manages the process of producing a product or service while balancing the triple constraints of quality, cost and time Project Manager Quality CostTime Meeting the expectations Managing a budget and resource limitations Completing the project in a specific time of frame Project manager challenges
- 6. 6 Insert your Company & Project names 6 Project key success factors Agree on the requirements specifications Agree on the project goals Validate the scope Anticipate the potential risks Develop a clearly defined plan of actions Assign responsibilities and accountabilities Manage the project scope changes Cultivate constant effective communications
- 7. 7 Insert your Company & Project names 7 Table of content Project manager key tools3 Project management introduction1 Project management processes2
- 8. 8 Insert your Company & Project names 8 Project management processes Project management processes fall into 5 groups 1.Initiating 2.Planning 3.Executing 4.Monitoring and Controlling 5.Closing 80 100 1200 20 40 60
- 9. 9 Insert your Company & Project names 9 If you want to receive 60 Business Powerpoint slides commonly used by top tier Consulting firms, click below and submit your email www.slidebooks.com
- 10. 10 Insert your Company & Project names 10 1.Initiating 1.Initiating 2.Planning 3.Executing 4.Monitoring and Controlling 5.Closing 80 100 1200 20 40 60 Identify rationale and project context Identify project goal(s) and required results List key stakeholders’ needs and interests Define quality expectations Build a high level business case and budget Identify schedule constraints Assess capability sourcing Key activities
- 11. 11 Insert your Company & Project names 11 2.Planning 1.Initiating 2.Planning 3.Executing 4.Monitoring and Controlling 5.Closing 80 100 1200 20 40 60 Create a plan of actions Validate business case and budget baseline Communicate effectively with stakeholders Ensure stakeholders involvement Acquire internal / or external resources Identify and prioritize risks Define quality requirements Key activities
- 12. 12 Insert your Company & Project names 12 3 & 4.Executing, Monitoring and Controlling 1.Initiating 2.Planning 3.Executing 4.Monitoring and Controlling 5.Closing 80 100 1200 20 40 60 Deliver work as specified Communicate effectively with stakeholders Ensure stakeholders involvement Control and track actual spend vs. budget baseline Track quality performance vs. quality expectations Create project status performance reports Manage resources Identify and prioritize risks Create a risk response planning Manage requests for change Key activities
- 13. 13 Insert your Company & Project names 13 5.Closing 1.Initiating 2.Planning 3.Executing 4.Monitoring and Controlling 5.Closing 80 100 1200 20 40 60 Assess results against plan Summarize value realization Communicate results and value realization to stakeholders Identify lessons learnt Thanks the team members for their commitment Key activities
- 14. 14 Insert your Company & Project names 14 Table of content Project manager key tools3 Project management introduction1 Project management processes2
- 15. 15 Insert your Company & Project names 15 Project manager key tools in Excel and Powerpoint - Overview (1/2) Project Status Report Macro Project Planning Risks Log Detailed Project PlanningIssues Log
- 16. 16 Insert your Company & Project names 16 Project manager key tools in Excel and Powerpoint - Overview (2/2) Smart Objective Matrix Value Driver Tree Responsibility Matrix Change commitment curveStakeholder Matrix
- 17. 17 Insert your Company & Project names 17 If you want to receive 60 reusable Business Powerpoint slides, click below and submit your email www.slidebooks.com
- 18. 18 Insert your Company & Project names 18 Project status report - Objective
- 19. 19 Insert your Company & Project names 19 Project Name - Status report - 04/10/2014 Insert Author Insert Company Name & Project Name Insert Project Logo • Insert your own text - Insert your own text • Insert your own text - Insert your own text • Insert your own text - Insert your own text Overall Status • Insert your own text - Insert your own text • Insert your own text - Insert your own text • Insert your own text - Insert your own text Time / Deadlines • Insert your own text - Insert your own text • Insert your own text - Insert your own text • Insert your own text - Insert your own text Cost / Budget • Insert your own text - Insert your own text • Insert your own text - Insert your own text • Insert your own text - Insert your own text Requirement / Quality
- 20. 20 Insert your Company & Project names 20 Project Name - Status report - 04/10/2014 Insert Author Insert Project Logo • Insert your own text - Insert your own text • Insert your own text - Insert your own text • Insert your own text - Insert your own text Overall Status • Insert your own text - Insert your own text • Insert your own text - Insert your own text • Insert your own text - Insert your own text Time / Deadlines • Insert your own text - Insert your own text • Insert your own text - Insert your own text • Insert your own text - Insert your own text Cost / Budget • Insert your own text - Insert your own text • Insert your own text - Insert your own text • Insert your own text - Insert your own text Requirement / Quality Key Past Milestones Key Current Milestones Key Future Milestones Insert Milestone Insert Milestone Insert Milestone Insert Milestone Insert Milestone Insert Milestone Insert Milestone Insert Milestone Insert Milestone
- 21. 21 Insert your Company & Project names 21 Insert Project Name - Status report - 04/10/2014 Insert Author Insert Project Logo • Insert your own text - Insert your own text • Insert your own text - Insert your own text • Insert your own text - Insert your own text Overall Status • Insert your own text - Insert your own text • Insert your own text - Insert your own text • Insert your own text - Insert your own text Time / Deadlines • Insert your own text - Insert your own text • Insert your own text - Insert your own text • Insert your own text - Insert your own text Cost / Budget • Insert your own text - Insert your own text • Insert your own text - Insert your own text • Insert your own text - Insert your own text Requirement / Quality Key Past Milestones Key Current Milestones Key Future Milestones Insert Milestone Insert Milestone Insert Milestone Insert Milestone Insert Milestone Insert Milestone Insert Milestone Insert Milestone Insert Milestone
- 22. 22 Insert your Company & Project names 22 Risks Log - Objective
- 23. 23 Insert your Company & Project names 23 Risks Log - Excel Template Access this Excel spreadsheet by opening the document Project manager Toolbox.xls”
- 24. 24 Insert your Company & Project names 24 If you want to receive 60 reusable Business Powerpoint slides, click below and submit your email www.slidebooks.com
- 25. 25 Insert your Company & Project names 25 Issues Log - Objective
- 26. 26 Insert your Company & Project names 26 Issues Log - Excel Template Access this Excel spreadsheet by opening the document Project manager Toolbox.xls”
- 27. 27 Insert your Company & Project names 27 Macro project plan - Objective
- 28. 28 Insert your Company & Project names 28 Macro project plan - Powerpoint Template (1/2) 2013 2014 21/10 27/10 03/11 10/11 17/11 24/11 01/12 8/12 15/12 22/12 29/12 05/01 12/01 19/01 26/01 Phase 1 Milestone 2 Phase 2 Create first 50 tools to be sold Milestone 1 Milestone 4Milestone 3 Milestone 6Milestone 5 Split by weeks
- 29. 29 Insert your Company & Project names 29 Macro project plan - Powerpoint Template (2/2) 2014 January Feb March April May June July August September October November December Phase 1 Milestone 2 Phase 2 Phase 3 Milestone 1 Milestone 4Milestone 3 Milestone 6Milestone 5 Split by Month
- 30. 30 Insert your Company & Project names Our Approach November 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 Identify the current state view of the EO hierarchy Create the future state EO Hierarchy with the support of a working group including 1 member from each EO team Identify the impacts of the new EO Hierarchy on stakeholders and define the right change management approach
- 31. 31 Insert your Company & Project names 31 Detailed project planning - Objective
- 32. 32 Insert your Company & Project names 32 Detailed project plan - Excel Template Access this Excel spreadsheet by opening the document Project manager Toolbox.xls”
- 33. 33 Insert your Company & Project names 33 Stakeholder matrix - Objective
- 34. 34 Insert your Company & Project names 34 Stakeholder matrix - Excel Template Double click to access the editable Excel spreadsheet
- 35. 35 Insert your Company & Project names 35 SMART objectives matrix - Description The SMART objective matrix ensure that the project objectives are SMART1: Characteristics Definition S Specific Target a specific area for improvement M Measurable Quantify or at least suggest an indicator of progress A Action-oriented Describe how the goal can be achieved R Realistic State what results can realistically be achieved, given available resources T Time-limited Specify when the result(s) can be achieved 1George T. Doran
- 36. 36 Insert your Company & Project names 36 If you want to receive 60 reusable Business Powerpoint slides, click below and submit your email www.slidebooks.com
- 37. 37 Insert your Company & Project names 37 SMART objectives matrix - Excel Template Access this Excel spreadsheet by opening the document Project manager Toolbox.xls”
- 38. 38 Insert your Company & Project names 38 Responsibility assignment matrix - Description A responsibility assignment matrix, also known as RACI matrix or ARCI matrix, describes the responsibilities for each role within the project. The 4 responsibilities most commonly used are: The person ultimately answerable for the completion of a task. He usually delegates the workload to the people responsible for the execution of the task DescriptionResponsibility Accountable The people who execute the taskResponsible The people whose opinions are sought. They are usually subject matter experts Consulted The people who are kept up to date on the project progressInformed A R C I
- 39. 39 Insert your Company & Project names 39 Responsibility assignment matrix - Excel Template Access this Excel spreadsheet by opening the document Project manager Toolbox.xls”
- 40. 40 Insert your Company & Project names 40 Value driver tree - Objective
- 41. 41 Insert your Company & Project names 41 Company Value Creation Increase net operating profit less adjusted Taxes (NOPLAT) Improve capital allocation Capital deployment Decrease operating expenses Increase gross profit Cost of capital Decrease manufacturing costs Increase revenues Reduce distribution costs Reduce selling costs Reduce R&D costs Reduce administrative costs Improve product mix Increase price Decrease staffing Reduce cost of inputs Lower support functions costs N/A Reduce inventories Optimize scheduling Improve plant utilization Lower Customer Service costs Decrease staffing Improve process Increase volume Optimize physical network Increase productivity Use alternative distribution Increase Accounts payable Improve capital investment Reduce Accounts receivable Value Drivers Value driver tree - Description
- 42. 42 Insert your Company & Project names 42 Insert your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Generic Value Drivers Company specific Value Drivers Value Driver tree Template 1/11
- 43. 43 Insert your Company & Project names 43 Insert your text Your text Your text Your text Your text Your text Your text Value Driver tree Template 2/11 Your text Your text Your text Your text Your text Your text Your text Your text
- 44. 44 Insert your Company & Project names 44 Insert your text Your text Your text Your text Your text Your text Your text Value Driver tree Template 3/11 Your text Your text Your text Your text Your text Your text Your text Your text
- 45. 45 Insert your Company & Project names 45 Insert your text Your text Your text Your text Value Driver tree Template 4/11 Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text
- 46. 46 Insert your Company & Project names 46 Insert your text Your text Your text Your text Value Driver tree Template 5/11 Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text
- 47. 47 Insert your Company & Project names 47 Insert your text Your text Your text Your text Value Driver tree Template 6/11 Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text Your text
- 48. 48 Insert your Company & Project names 48 Value Driver tree Template 7/11 Placeholder Placeholder Placeholder Placeholder Placeholder Placeholder Placeholder
- 49. 49 Insert your Company & Project names 49 Value Driver tree Template 8/11 Text Text Text Text Text Text Text Text Text Text
- 50. 50 Insert your Company & Project names 50 Value Driver tree Template 9/11 Text Text Text Text Text Text Text Text Text Text Text Text Text Unit or additional information
- 51. 51 Insert your Company & Project names 51 Value Driver tree Template 10/11 Replace the text by your own text • Replace the text by your own text • Replace the text by your own text Text Text Text Text Text Replace the text by your own text • Replace the text by your own text • Replace the text by your own text Replace the text by your own text • Replace the text by your own text • Replace the text by your own text Replace the text by your own text • Replace the text by your own text • Replace the text by your own text
- 52. 52 Insert your Company & Project names 52 Value Driver tree Template 11/11 Text Text Text Text Text Text strong weak Effect
- 53. 53 Insert your Company & Project names 53 The change commitment curve tool - Objective
- 54. 54 Insert your Company & Project names 54 Change commitment curve Status Quo COMMITMENT High Low Vision TIME Internalization Individuals make the Vision their own and create innovative ways to use and improve Contact Individuals have heard that there is a vision initiative Awareness Individuals are aware of basic scope and concepts of the Vision Understanding Individuals understand the impacts to their functional area Positive Perception Individuals understand impacts and benefits to them Adoption Individuals are willing to work with and implement the Vision Institutionalization The Vision is the way work is done -- the new status quo 1 2 3 4 5 6 7 Initiatives need to be carried out to decrease the time between the different stages The change commitment curve tool - Description
- 55. 55 Insert your Company & Project names 55 Change commitment curve Status Quo COMMITMENT High Low Vision TIME Internalization Insert initiatives Contact Insert initiatives Awareness Insert initiatives Understanding Insert initiatives Positive Perception Insert initiatives Adoption Insert initiatives Institutionalization Insert initiatives 1 2 3 4 5 6 7 Current state Target state The change commitment curve tool - Template
- 56. 56 Insert your Company & Project names 56 If you want to receive 60 reusable Business Powerpoint slides, click below and submit your email www.slidebooks.com