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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 projects off to a flying start with one of these templates and have fun doing it.

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Brand strategy consulting.

Download the Brand Strategy Consulting presentation for PowerPoint or Google Slides. Your business demands smart solutions, and this consulting toolkit template is just that! This versatile and ingenious toolkit will provide you with the essential tools you need to shape your strategies and make informed decisions. Whether you are devising...

Project Management Infographics

Do you want to present your business or company data in an effective way? Go ahead and use these Project Management Infographics. They contain a lot of different designs: circular, arrows, paths… We have created them using yellow, orange, pink and purple hues and plenty of icons that you can...

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Business Project Management Infographics

Present your business project management endeavors with unwavering confidence using this formal Google Slides and PowerPoint template of captivating infographics, showcasing mission statements, project timelines, revenue overviews, and more. Designed to perfectly match the visually clear and professional "Business Project Management" template, they seamlessly harmonize with the soft earth tones...

Agile Project Management Infographics

We lead a fast-paced life and business management goes along with it. That's why agile project management is a very popular methodology these days in business. Download this template with 31 infographics and use it to present your agile project management strategies in a concise and effective way. Use graphs,...

Download the "Project Management Infographics" template for PowerPoint or Google Slides to get the most out of infographics. Whether you want to organize your business budget in a table or schematically analyze your sales over the past year, this set of infographic resources will be of great help. Start using...

Business Project Presentation

Download the "Business Project Presentation" presentation for PowerPoint or Google Slides. The world of business encompasses a lot of things! From reports to customer profiles, from brainstorming sessions to sales—there's always something to do or something to analyze. This customizable design, available for Google Slides and PowerPoint, is what you...

Project Manager's Dream Monthly Report Infographics

As a manager in your company, sometimes you must prepare a report in which various aspects and performance metrics are gauged and displayed. For this reason, we want to help you by releasing this set of infographics. Need to show percentages? A progress? Statistics? These are the designs you're looking...

Business Project Management

Our new template has got a modern look and has been designed to meet the needs of any user who wants to talk about project management in business. That's because, apart from photos and lots of shapes, we've added many slides for key data, such as roadmaps, services offered, project...

Project Scheduling Software Pitch Deck

Download the Project Scheduling Software Pitch Deck presentation for PowerPoint or Google Slides. Whether you're an entrepreneur looking for funding or a sales professional trying to close a deal, a great pitch deck can be the difference-maker that sets you apart from the competition. Let your talent shine out thanks...

Project Integration Management for Marketing

Feeling like teamwork in your company is a bit all over the place and needs improving? Get everyone working together seamlessly with a thorough introduction to project integration management supported by this modern Google Slides and PowerPoint template! Explain how processes, systems and methodologies come together cohesively to make workflows...

Download the Project Management Infographics template for PowerPoint or Google Slides and discover the power of infographics. An infographic resource gives you the ability to showcase your content in a more visual way, which will make it easier for your audience to understand your topic. Slidesgo infographics like this set...

Financial Management Project Proposal

In today's world, financial management is amongst the most essential aspects of running any business. This is precisely why project proposals concerning financial management are becoming increasingly crucial. Are you ready to provide solutions and identify potential risks that your (or other's) business may face? The market is filled with...

Livestock Management of Ruminant Animals Project Proposal

Download the Livestock Management of Ruminant Animals Project Proposal presentation for PowerPoint or Google Slides. A well-crafted proposal can be the key factor in determining the success of your project. It's an opportunity to showcase your ideas, objectives, and plans in a clear and concise manner, and to convince others...

Vintage Patterns Project Management Business Plan

Did you carry out a market analysis? Do you know what are the current trends and what is your competition? And do you have an operating plan ready too? That's great management, so now you just need this vintage-looking template in order to create a slideshow that details all of...

Project Integration Management for Business

As businesses continue to grow, project integration management becomes crucial in ensuring that all aspects of the project are integrated and working together seamlessly. Therefore, it's important to have a well-designed and organized presentation when discussing this topic. That's where this Google Slides and PPT template comes in handy, providing...

Project Status Update Meeting

Download the Project Status Update Meeting presentation for PowerPoint or Google Slides. Gone are the days of dreary, unproductive meetings. Check out this sophisticated solution that offers you an innovative approach to planning and implementing meetings! Detailed yet simplified, this template ensures everyone is on the same page, contributing to...

Marketing Project Progress Report

Download the "Marketing Project Progress Report" presentation for PowerPoint or Google Slides and take your marketing projects to the next level. This template is the perfect ally for your advertising strategies, launch campaigns or report presentations. Customize your content with ease, highlight your ideas and captivate your audience with a...

Design Inspiration Project Proposal

Download the "Design Inspiration Project Proposal" presentation for PowerPoint or Google Slides. A well-crafted proposal can be the key factor in determining the success of your project. It's an opportunity to showcase your ideas, objectives, and plans in a clear and concise manner, and to convince others to invest their...

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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.

Download free project planner

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Project Planning Templates

Number of slides: 11

This template will help you simplify any complex project planning that your company is facing. This template should be a crucial part of every project manager’s toolkit. It is really important to carefully outline every step of the strategic planning in order to achieve well-performing outcomes. The template can be easily edited and updated with the latest data and also, it will help you save time, money and energy.

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Project Planning Presentation Template

Overview project planning creative slide.

Every successful presentation begins with an overview of the company’s current position. In order to proceed with the further planning, you need to determine your current resources and capabilities. Therefore, this slide is great for outlining the components that the presentation will address and that is crucial to the planning process.

Files Exchange Project Planning Creative Slide

The file exchange is important when the business collaborates with other business partners. They exchange a lot of data and files on daily basis and it’s important to track each transaction. You can briefly describe the three important phases of the process such as the gathering phase, the exchange phase and the creation of a new file. Also, you can outline each step in the process.

Development Project Planning Creative Slide

This is the slide where you describe the development process of the project. It is created as a timeline, where you can show each step of the way through different periods of time. You can start with the invention phase, the functionality phase, the measurement phase and the final phase, the positioning on the market.

The template is designed to simplify complex project planning

As such, this template should be a crucial part of every project manager’s toolkit.

Detailed description of the file exchange procedure

You can describe every phase in detail, such as the gathering phase, the exchange phase and the creation of a new file.

Professional representation of the project development process

It’s created as a timeline and you can show each step of the way through time.

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Management Presentation: 8 Tips, Examples & a Template

In a corporate context, presenting works wonders for a career. Most professionals get exposure to presenting to informed colleagues and department managers. It’s an ideal way to get visibility and show value. But a management presentation to senior executives who aren’t familiar department nuances is a different ballgame.

A management presentation is a high-level summary to senior executive that optimizes reports to include only the details relevant to directorial decisions . They are notoriously difficult to navigate for two reasons: 1. most executives do not have working knowledge of the nuances in each department , 2. presenters rarely have time to understand executives’ preferences .

More than anything else, good management presenters learn how to strike a balance in the degree of detail: they provide enough detail so executives make informed decisions, but not so much detail that they cause confusion.

This article explores how to make a good management presentations in PowerPoint using 4 management presenting best practices , 4 management presenting techniques , providing examples for each, and finishing with a management presentation template you can apply in real life. You can use it as a jumping off point for deeper communication curriculum .

5 management presenting best practices are:

• Ask what managers prefer ahead of time.
• Have 1 message, and 1 message Only.
• The only words should be “Thought Starters.”
• Keep it short.
• Practice 7 times in advance.

4 management presenting techniques are:

• Use a CSP model – Challenge, Solution, Progress.
• Begin with a summary of exactly 3 points.
• Use only these 3 chart types: bar, line, scatter.
• Design slides with the company logo.

I will use a financial analyst perspective in this article, but everything here applies to data and business analysts as well.

Ask Executives Their Preference Ahead of Time

If you’ve ever taken a class on presentation techniques, you’ve heard the old adage “know your audience.” It’s true, the best way to deliver a great presentation is to align your message with what your audience already understands. The same applies to a management presentation.

The challenge is that, more often than not, executives are too busy for you to get to know them well. This means you hardly get the chance to understand how they like presentations. So what can you do? Well, ask them! There’s no harm in sending an email to understand better. And what’s more, once you know, you can always defer to their preferences in the future.

For a financial management presentation, common questions to ask include the following:

• Do you prefer to see raw data, or only visualizations?
• Do you prefer charts or table summaries?
• Would you like a written explanation on paper for each slide?
• Do you like averages alone, or do you prefer means, or standard deviation?
• What interests you most in a presentation?

If you gather some helpful insights, then your presentation will be that much better. That said, you may not get a response, or it may be quick and not insightful. But most senior executives will appreciate you asking .

The best part is you will be able to surprise them. Using the best practices and techniques below, in additional to any insights gathered form your email, will work wonders for you.

Have 1 Message, and 1 Message Only

The easiest mistake to make on a management presentation is trying to deliver multiple messages. Senior executives go through loads of meetings every day, and each meeting they have includes a wave of information. Your mission should be to deliver 1 essential message so they can easily understand and compartmentalize it.

This is no easy task. When I try to narrow down the focus of my management presentation message, it seems like I leave out critical information along the way. The key is to tell a story to incorporate critical information as part of a story towards the essential message.

For example, imagine you work for a wholesale watch company called Batch Watch . You want to explain a financing operation in which the company has the option of two loans to fund the initial costs of 10,000 watches. These loans have different interest rates and maturity dates. Loan A is better if the company expects to sell the watches within 3 months, while Loan B is better if the company expects to sell over more than 3 months. Each has cancellation fees and cash flow impacts.

Instead of showing the cancellation fees and cash flow impact of the each loan, all you need to say is “ we expect the company to sell them within 3 months, and we recommend loan A for that reason.” If the executives disagree on the sale timeline, they will ask for more information.

This is how you keep senior executives engaged, by integrating them in the story you tell. Ultimately, the essential message of your presentation should be how much profit the company will make from the watch funding operation. Senior executives should leave feeling like the project is in good hands with you, and they only feel that way when you tell a story around the essential message .

Whatever the Message, Use Data

Whatever message you want to send, it needs to be backed up by data. In the example above the data was financial, but it’s not always that simple. Context may require you to provide KPIs and perform extensive data analysis that culminates in a small output that your viewers can easily digest.

You need to be strong with data to deliver a good management presentation. To get started or refresh your memory, you can read AnalystAnswers’ free Intro to Data Analysis eBook .

The Only Words Should be “Thought Starters”

As a general presentation principle, you should not write many thoughts down on presentation slides. Words have two negative impacts on the audience: they demand energy from the reader, and they make the reader feel compelled to read, lest they misunderstand.

If you can avoid putting text blocks altogether, do. If you don’t need any writing at all, don’t. However, if you need guidance as you speak or want to provide reminders for a later data, use “Thought Starters.”

Thought starters are phrases of 3 words maximum that contain ideas leading to the essential message. People often call them “bullet points,” which is common for list-style thought starters. Personally, I prefer to place thought starters at different places on a slide. When I use a chart, for example, I put thought starters at relevant places on the slide.

Keep it Short

Your presentation should never consume more than 80% of the allotted timeframe. This means that if you plan a 5 minutes meeting, deliver the presentation in 4 minutes. If you’re given 30 minutes, do it in 25 minutes. If you have 1 hour, do it in 45 minutes.

By keeping the presentation short, you relieve the audience and you allow for some question buffer. Have you ever sat in a meeting planned for 1 hour, and at 45m it ends early? It’s a pleasure for everyone. Most of us feel like we’re running behind — when you put us ahead of schedule, we love you!

At the same time, senior executives may bombard you with questions throughout the presentation. If you planned to fill the whole timeframe, you won’t finish. But if you planned to finish early, you still have a chance.

And if you use the rest of these best practices and techniques, those senior executives shouldn’t need to ask too many questions!

Practice 7 Times in Advance

There’s a mix of opinions on the number of times you should rehearse a presentation before doing it live, but most people agree that it’s somewhere between 5 and 10 times. If you take nothing else from this article, take this. To deliver a good presentation, prepare excellent slides; to deliver a great presentation, practice presenting them 7 times.

To deliver a good presentation, prepare excellent slides; to deliver a great presentation, practice presenting them 7 times. AnalystAnswers.com

But just practicing isn’t enough, there are a few criteria you must meet:

• Practice in the room you will present in. There’s something about envisioning yourself live that really makes a difference. When you practice in a space other that where you’ll present, it’s good. But when you practice in the “live” room, you’re able to sensitize yourself to the environment, which calms nerves so you can focus on the message.
• Have an audience. We all behave differently when there’s stimulus of other people around. Whenever possible, get one or two people to whom you can present. In addition to getting used to having an audience, you’ll also get some feedback.
• Use the same volume of voice. When we’re not “live,” we have a tendency to hold back on our voice. This is detrimental to the presentation because you feel taken off guard by your own voice. Make sure to envision yourself in front of the senior execs when you practice.

Best Practices Recap

We’ve addressed 5 best practices — now let’s turn our attention to 4 specific techniques you can easily implement. And when you do, that work wonders for management presenting.

Use a CSP Model (Challenge, Solution, Progress)

Every presentation needs structure, but it’s easy to forget that we need to guide our audience. A great way to structure management reports is using the CSP model. CSP stands for Challenge, Solution, Progress, and it’s exactly what it sounds like.

You need to explain the challenge or goal, explain what the solution to the challenge is (or how to achieve the goal), and show where you are in the steps to completing that goal.

For example, let’s look at our Batch Watch case. Imagine you need to find funding for a new product launch — $100,000 to be exact. A sample CSP model for this would be a slide that shows:

By using the CSP model, you guide the audience. However, it’s important to note that the CSP model is not a summary . It’s an overview of the process, but a summary should always come before. Let’s talk about it now.

Begin with a Summary of Exactly 3 Points

Any good presentation begins with a summary. And a good summary communicates the essential message simply in 3 points. However, the summary is not the same thing as the CSP model. Instead, it provides an alternative view on the challenge and and solution.

For example, using our Batch Watch case of funding a new product, you could address a summary in the following way:

• Challenge, Solution, Progress
• Funding acquisition
• Project Timeline

This provides additional details that are most relevant to the project and carry added value to the CSP model.

Use only Bar Charts (aka Column Charts), Line Graphs, and Scatter Plots

Whether it’s for data, financial, and business analyst topics , management presentations should only ever have bar charts, line graphs, and scatter plots. They are common, rich in information, and well understood. Any other kind of graph is distracting more than anything else.

A bar graph is useful when you want to compare like variables. For example, if you want to show the average size of Canadian trout versus American trout. A common mistake, though, is to use bar graphs to show change over time. While it’s not incorrect to do so, line graphs are better for this purpose.

A line graph is useful when you want to show change in one variable over time (we call this time series data). For example, if you want to show the progression of revenues over time, line graphs are the perfect way to do so.

A scatter plot is best when you want to compare a set of observations of one variable to a set of observations of another. It’s the ideal way to quickly visualize the relationship between two variables. For example, if you want to see how company revenues compare to GDP, you could use a scatter plot like this:

For example, let’s look at our Batch Watch case. If we want to see how our company is performing compared to the economy as a whole, we could use this scatter plot. As you can see, we have a positive (bottom left to top right) relationship, but a weak one (points not clustered closely).

Design Slides Using the Company Logo

When you’re presenting to senior executives, you want your slides to look professional. The best way to do that is by putting your company logo on them, including any corporate design standards (colors, fonts, etc). Show through your presentation that you belong to the same company, and that you’re in it in spirit. For example, let’s add the AnalystAnswers.com logo to our CSP slide:

Techniques Recap

Here’s a sample management presentation template below. I hope you understand after reading this article that management presentation is more about your delivery than it is about the slides you prepare.

Download Management Presentation Template for Free

While the techniques we’ve discussed will help you build a good presentation, your success really depends on how well you deliver the ideas needed to help senior executives make decisions. At the end of the day, it’s all about balance.

If you only remember two things from this article, remember that great management presenters give enough detail to inform senior executive but not too much that they cause confusion, and great management presenters make sure they do so by practicing 7 times in advance. You’ll have to practice, practice, practice.

About the Author

Noah is the founder & Editor-in-Chief at AnalystAnswers. He is a transatlantic professional and entrepreneur with 5+ years of corporate finance and data analytics experience, as well as 3+ years in consumer financial products and business software. He started AnalystAnswers to provide aspiring professionals with accessible explanations of otherwise dense finance and data concepts. Noah believes everyone can benefit from an analytical mindset in growing digital world. When he's not busy at work, Noah likes to explore new European cities, exercise, and spend time with friends and family.

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Grab our Project Management Plan PPT template to demonstrate the formal, well-structured document that defines how a project is executed, monitored, and controlled throughout its lifecycle. Project managers can utilize this fully customizable deck to illustrate the need for a management plan to efficiently allocate resources, provide a roadmap, prevent scope creep, and identify critical success factors. You can also represent the ways to create a project management plan effectively.

This fantastic set consists of incredible visuals, bold text, and striking themes to let you craft amazing slideshows and engage your viewers. So, don't wait; download these exquisite PowerPoint slides today!

Description of the PPT

• A beautiful diagram with eye-pleasing icons shows steps to write a project plan.
• The project management plan output has been depicted through a unique design.
• The plans included in the project management are portrayed through a flower-shaped diagram.

Salient Features

• A competent team of customer support executives is available to provide solutions to your queries.
• You can edit the size of graphics effortlessly as per your brand requirements.
• The vectors and objects have been created after extensive research to make your presentations more impactful.
• The high-definition elements ensure excellent resolution and quality on all screen sizes.

Steal the show by downloading this pre-made deck now!

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Project Planning PowerPoint Templates

Download Project Planning Templates for PowerPoint and Google Slides themes . These awesome slide designs have been created for project management and planning themed presentation topics, including awesome PMP diagrams and Gantt charts that you can customize with your own content.

Present the most complex data easily with dashboard templates, create a SWOT analysis with attractive graphics and customizable slide objects or create PowerPoint Timelines . The project planning templates given below have enough variety to provide you with slide designs that are bound to amaze your audience.

Project Life Cycle PowerPoint Template

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2024 Calendar for PowerPoint

6-Year Circular Timeline PowerPoint Template

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4-Phase Business Strategy Diagram Template for PowerPoint

30 60 90 Day Business Plan PowerPoint Template

Download unlimited content, our annual unlimited plan let you download unlimited content from slidemodel. save hours of manual work and use awesome slide designs in your next presentation..

13 Free Business Plan Powerpoint Templates To Get Now

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Are you looking for business plan PowerPoint templates to grab right away and blow your audience away? In this selection, we’ve gathered 12 modern and completely free business plan PowerPoint templates designed according to the latest trends . The templates include everything you need in order to impress your potential partners with your business planning. They are easily editable, certainly memorable, and completely free to download.

You may also be interested in The Best Free PowerPoint Templates to Download in 2022

1. Strategic Business Free Powerpoint Template

An attractive template for Powerpoint made to help you present your business plan and strategies. The template comes with 25 handy slides that can be edited according to your needs. Plus, you have over a hundred business icons and high-quality vector graphics to depict your concepts and ideas.

• 25 different slides
• PPT file format
• 16:9 aspect ratio
• 100 business icons and high-quality vector graphics

2. Voodoo 2.5 Free Powerpoint Template with Animations

• 10 slides in the free version: 5 presentation slides and 5 infographic slides
• a modern, clean business design with smooth animations
• fully editable graphic elements and free fonts
• includes a dark version, as well

3. Investment Business Plan Template for Google Slides & Powerpoint

A minimalist business plan Powerpoint template made in a modern style and a classy grayscale color theme. The template includes 30 different slides with super useful layouts. Pretty much, you’ve got all you need to present your business overview, market analysis and competition, marketing, management, operating, and financial plans, and more.

• 30 different slides for various purposes
• 16:9 widescreen format
• compatible with PowerPoint and Google Slides
• graphics, maps, and over 1000 icons
• attribution is required (in the final slide)

4. Insurance Business Plan Template for Google Slides & Powerpoint

A business plan presentation template is available with versions for PowerPoint and Google Slides. This template is made in a modern corporate style and is suitable for serious topics. With 30 different templates and customizable assets, you can easily include your business overview, present your sales, management, and financial plans, and more.

• 30 slides in a modern corporate style
• PowerPoint and Google Slides compatibility
• graphics, maps, and 1000+ icons for customization

5. Clean Corporate Biz Free Powerpoint Template

A clean Powerpoint template with 10 different slides for professional business presentations. In this short template, you will find all you need to present your business objectives, business plan, key features, and more. Loaded with useful graphs and charts, you will easily visualize your data, as well.

• 10 unique slides with a corporate feel
• 16:9 widescreen layout
• includes charts, graphs, maps, and more

6. A Free PowerPoint Template “Investor”

• a professional corporate design
• 15 free slides in 16:9 widescreen aspect ratio

7. Marketing Plan Free Powerpoint Template

A tastefully prepared business-themed presentation template for Powerpoint in a blue-and-green color scheme. This template is available in two aspect ratios: 4:3 and 16:9. It also contains useful data visualization tools like charts, graphs, tables, and more.

• 26 business-themed slides
• 4:3 and 16:9 aspect ratios
• includes tables, flowcharts, graphs, and more

8. Business Idea Free Powerpoint Template

A rich business plan template consisting of 31 unique and useful slides. The design is available in 27 color schemes, so you can customize it according to your brand. You will find all kinds of charts, graphs, infographic slides, SWOT analysis slides, and more useful content.

• 31 useful slides
• 27 color options

9. “Nook” Minimalist Pitch Deck Powerpoint Template

This template will allow you to make a quick overview of your company and business plan. With 12 attractively designed slides, made in a gold, white, and black color scheme, you will definitely impress with style and modern vision. Easy to edit with high-quality vector graphics included.

• 12 different slides with modern designs

10. Free Simple Business Plan Presentation Template

A simple and practical business plan template suitable for presentations in most PowerPoint versions, Keynote, and Google Slides. The 8 slides included are designed to be useful and effective in presenting your company data. You will find high-quality vector shapes, diagrams, charts, and infographics. The slides are versatile and can serve various purposes.

• 8 slides that can be edited easily
• compatible with PowerPoint, Keynote, Google Slides
• design with modern gradients
• free to download (requires your email)

11. Free ‘Xe’ PowerPoint Modern Business Minimal Template

• 42 unique free slides with a modern, relaxing design
• includes animations, transitions, and video placeholders
• PPTX file format

12. Free Modern Business Powerpoint Template

A two-color design choice of light or dark including charts, maps, diagrams, and other useful slides for multipurpose presentations. a smooth, consistent, well-ordered look.

• Resolution – High 16:9
• Number of slides – 2 color versions of 34
• Color themes – white/light blue or dark/blue

13. Corporate Presentation Free Template

Clean and classic design suitable for presenting your business. The pack has 85 different slides for you to customize and adapt to your brand.

• Auto-animated
• Font file included

That’s all!

Fingers crossed that this collection helped you find the right free business plan Powerpoint tutorial for your needs. With their modern design and fully editable content, you are on the way to success for sure.

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Iveta is a passionate writer at GraphicMama who has been writing for the brand ever since the blog was launched. She keeps her focus on inspiring people and giving insight on topics like graphic design, illustrations, education, business, marketing, and more.

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7 Essential PPT Templates for Strategic Planning Presentations

Last Updated on March 6, 2024 by Peter Z

It’s no secret that company strategy needs to be understood clearly by all people so all activities and projects are aligned with it. Creating a presentation deck on strategic topics can be challenging, as you need to show the big picture in a catchy way that will resonate with all involved people. Substituting huge text blocks with easy-to-follow infographics will definitely help you communicate various long-term and strategic planning topics.

We’ve put together this list of recommended PowerPoint slide decks that can be a source of graphical inspiration so you don’t have to spend endless time searching for visuals to fit the presented concepts.

Elevate your business performance presentations with our curated resources – visit our financial performance PPT reports page .

These seven templates will help you create high-quality presentations to convey strategic planning concepts:

• Strategy Management Pillars
• Roadmap Diagrams
• Vision & Mission Concepts
• Business Model Canvas
• Go To Market Strategy Plan
• Business Recovery & Transformation Plan
• Gap Analysis Types and Tools

Explore slide decks presented here in the Strategy and Long-term Planning PowerPoint Templates collection . You can get any deck or separate slide as an editable PPT file.

Strategy Management Pillars Graphics

The metaphor of ancient columns is often used to present foundation elements holding the building. As you can see in the example below, the pillars of business excellence represent the core values and form the foundation to hold up the “roof” – the company vision.

Explore the Strategy Management Pillars collection here that will help you create strategic planning slides faster.

Pillars can be used to present the following concepts:

• Foundation your company was built on and why you do what you do.
• Company vision, mission, key values, and capabilities
• Core principles of your business
• Project plan essentials

Roadmap Diagram Templates for Sharing Long-term Vision and Strategic Planning Goals

A well-designed roadmap is like a GPS for your business or project. It’s one of the best visual tools to make your vision and steps towards it clear for everyone on the team.

You can use roadmaps to show yearly or quarterly goals, steps to achieve, and phases of your project plan. Check the Roadmap Diagram Templates collection here .

The roadmap is an effective visualization tool that can remind everyone of your vision and keep all team members on the right road. Check three ways to design a roadmap slide depending on the type of planning you present.

Roadmaps should not necessarily contain the “road” image, despite its name, they can also be visualized as a table. If you’re discussing product development or release, sharing responsibilities within the team, or want to track projects across departments, such roadmap tables will help you illustrate these concepts more visually.

Vision & Mission Presentation Diagrams

Besides current goals, strategies, and action plans, every company has a mission – a reason it exists and a vision – a striking statement clarifying the business’s meaning and purpose for stakeholders.

To underline the importance of these statements and show how your company differs from others, try using more creative and fresh designs for such slides. If you’d like to save time, choose templates from our collection of slides for illustrating vision, mission, and values .

For more ideas on presenting various statements, see seven ideas for the quote slides .

Business Model Canvas Template

The Business Model Canvas framework is a strategic management template used for describing or altering existing business models and developing new ones. It allows seeing a big picture of core activities, resources, and partners.

BMC is widely used by companies and startups to analyze their strategy and apply the lean startup approach. Visualizing it without cluttering the slide will help you keep the audience’s attention and convey your ideas clearly.

Go-To-Market Strategy Plan Framework

The go-to-market strategy is the tactical action plan that drafts the necessary steps to deliver a unique value proposition to customers and achieve a competitive advantage in a new market. It can be applied to pretty much anything, from launching new products and services, to re-launching your company or brand.

Having a concisely presented go-to-market strategy can help a lot while explaining it to the management board or stakeholders because such documents usually contain lots of content and numeric data. Get inspired by Go To Market Strategy Plan graphics covering all elements of GTM.

You can use these graphics to:

• Design a framework for your go-to-market strategy including all important elements on one slide
• Illustrate total available, serviceable available & obtainable market volume
• Describe the competitive landscape by comparing the biggest market players
• Show entrance and exit barriers
• Visualize your targeted customer profile
• Present financial highlights
• Illustrate key milestones and timeline of a rollout to the new marketplace
• Describe the key success factor of your expansion strategy

Business Recovery Plan Graphics Template

If you are working on a business recovery or transformation plan, illustrating key business challenges, trends, and your crisis management strategy in a clear, informative manner will help you be heard.

You can reuse and adapt our collection of Post-Pandemic Business Recovery Plan diagrams to present your strategy on how to deal with any sudden emergency situation, causing massive business disruption, and adapt to a new business context.

Slides in this deck can be used to:

• Describe phases of business reaction
• Visualize methods how to reshape the ways of working for the future
• Illustrate your performance gap analysis
• Present a contingency plan for the response phase
• Visualize your digitalization and automatization strategies
• Cover responsibility and sustainability aspects
• Illustrate the circular economy model
• Summarize digital co-working success elements

To outline the next steps after such a strategic planning meeting, explore ideas on illustrating the concept of follow-up with one symbol .

Gap Analysis Types and Tools Presentation

A gap analysis is a business assessment methodology that compares actual performance and results with what was expected. It is useful when you need to evaluate current results and the necessary improvement efforts to close the gap and reach the desired performance,

Check our Gap Analysis Diagrams deck which includes templates to show the concept of gap analysis, its benefits and types, brand perception & customer experience gaps, efficiency gap benchmark, and more.

If you are looking for general graphics to help your audience connect the dots between concepts or ideas, check bridge graphics design ideas .

Summary of the best visual metaphors for strategic planning

One of the most common presentation design challenges is how to paint a big picture to convey a complex message. Infographics and visuals can help you a lot with this. They don’t have to be overcomplicated, simple diagrams will do. You can see from the examples that it’s enough to choose a good visual metaphor: pillars, road, a mountain, gap & a bridge, target bullseye, or DNA helix.

Pre-designed PowerPoint decks full of various diagrams and icons will help you save time on designing those infographics. Most of the slide decks in this blog also contain business-relevant content, which you can reuse for your presentations.

Designer’s tip: When designing your slides, remember consistency rules if you’re mixing slides from two or more PowerPoint files or other sources. It will help to make your presentation more professional-looking and therefore it will be easier to make an impact on the audience you’re talking to.

Explore our YouTube channel for more creative inspiration:

Resources: PowerPoint Templates for Strategic Planning Presentations

Explore the complete presentation graphics about long-term planning and business strategies topics. All templates mentioned above, and many more, are available in the infoDiagram collection:

Strategic and Long-term Planning PowerPoint Templates

More inspiration for strategic planning presentations

• How to choose the right diagram so it fits the content
• Illustrating strategy concept with one icon
• 10 decks to visualize projects review and plan for the future
• How to present a triple-bottom-line business model creatively
• Ideas to avoid boring company overview presentation

You can find more design ideas and examples of presenting strategic planning topics on our blog .

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Chief Diagram Designer, infoDiagram co-founder View all posts by Peter Z

A Beautiful, Editable Project Plan PowerPoint Template (Free)

In today’s post, you’re going to get a comprehensive project management template bundle.

It includes 27 slides. Use them to present business project schedules, reports, roadmaps, timelines (and much more) in a clear and concise way.

Let’s dive in…

27  Free Project Plan PowerPoint Template Slides 

Here’s a sneak peek of the first 12 slides of your  presentation template  bundle:

Project Plan or Schedule… Hum But What Is It Exactly?

Let’s get the foundations right and start with two quick definitions, shall we?

The Project Plan is basically used to manage the execution of a project.

It documents “the actions necessary to define, prepare, integrate and coordinate the various planning activities […] throughout the course of the project” ( source ).

It usually include a  Project Schedule  that lists down dates for specific tasks /activities needed to meet the project plan’s milestones.

Both of them are usually used as a communication tool to ensure the right people share and understand the project in which they’re involved.

What You Can (and Should) Include in a Project Plan Presentation

Here are a few pieces of information to include for  an effective project plan :

• Project goals & objectives (what do you expect to achieve)
• Scope (what needs to be done to achieve goals)
• Deliverables (concrete steps and results to be achieved during the project)
• Start & finish dates (and/or milestones)
• Responsible people (who’s in charge of what)

Below, I’ll share with you a few ideas of how you can use the slides for your own presentations.

Project Schedule Slides

Use the slide models below to present project schedules, milestones and updates:

Project Status and Milestones Slides

Project roadmap slides.

You can wrap up the different phases/steps of a business project with the template below:

Project Calendar Slides

Use the model below to summarize the action items of a project over time:

Another one, viewed month by month as well:

Gantt Chart Slides

With  the Gantt chart template . you can use a bar chart to illustrate a project schedule:

You can add additional elements such as the start and finish dates:

Project Flow & Timeline Slides

Use them to indicate project steps, or key deliverables along with details:

🤟  Side note : if you’re looking for timeline slides, make sure to head over to this post .

Project Plan Slides

Bonus : There are more template slides that are not shown in this post inside the bundle.

How To Edit These PowerPoint Slides 

If you need to customize some of the slides for your own use, you can ungroup the different shapes like this:

How To Download This Presentation Template Bundle

Click here to download this 20-slide project plan PowerPoint template pack.

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Top 10 Account Management Plan Templates with Examples and Samples

Samradni Pradhan

Do you know that companies with strong account management outperform competitors by 60%? It’s true! Building and nurturing client relationships have never been more critical.

Sharing an additional resource here- some amazing budget business plan templates .

That’s where an Account Management Plan proves to be your guiding light, taking you through the intricacies of client engagement.

Here is a game-changing fact. Studies show that 84% of B2B decision-makers kick off the buying process with a referral, having a solid account management strategy is like having a VIP pass to success. Whether you're looking to enhance communication, refine strategies, or get more value for our efforts, our templates are here to revolutionize your approach.

Explore some of our account strategy templates here .

From comprehensive action plans to interactive dashboards, each 100% editable and customizable template is crafted to empower you in building and maintaining robust client relationships. Ready to transform your account management game? Let's dive into a world where strategy meets success.

Template 1: Key account management plan

This PPT Template on a strategic Account Management Plan ensures a captivating presentation with the perfect blend of graphics, images, and structure. With twelve thematic slides, it's an all-in-one package for expert discussions, providing a cohesive and visually impressive representation. It adheres to the best practices, offering a well-structured canvas for your ideas. Adaptability is key, swiftly responding to your evolving needs. The template covers best practices, key account management training, and a framework. All you need to know about account management is there.  Click the download button and transform your presentations.

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Template 2: Best practices to formulate key account management plan

Master the art of Key Account Management with the use of this PPT Template. This slide encompasses essential practices, guiding you through recruiting skilled account managers, establishing selection criteria, developing comprehensive customer profiles, conducting risk assessments, and crafting an effective communication plan. Elevate your approach to key account management with this comprehensive template, ensuring strategic success through proven best practices. From talent acquisition to risk mitigation, each step is outlined, empowering you to formulate a robust management training plan that stands industry-standard scrutiny. Transform your key account management strategy with this invaluable resource.

Template 3: Seven-step process key account management plan

This PPT Slide takes you through a strategic journey, starting with a detailed accounts analysis. Then, to ensure you can focus on the right things, segmentation is resorted to. 

Identify decision-makers with precision, ensuring targeted engagement. Diagnose challenges and opportunities, paving the way for strategic decision-making. Set objectives that align with client needs, laying the groundwork for success. Formulate a strategic plan that is tailored to your objectives, and finally, monitor progress for refinement. Each step offers a systematic approach to elevate your key account management prowess. Transform potential into success with this document that depicts the elevator-pitch to mastering a client account.

Template 4: Key components of account management plan

Understand and move toward strategic excellence with this PPT Template, designed to fortify your client relationships. Dive into Relationship Management, fostering connections that transcend transactions. Conduct a thorough Customer Business Analysis to understand their unique needs. Establish clear Account Goals, aligning your efforts with client objectives. Craft a robust Account Strategy, ensuring a tailored approach for success. Each detailed component provides a comprehensive framework to strengthen partnerships, analyze business intricacies, set targeted goals, and execute a winning strategy.

Template 5: Key account management plan framework

Transform your key account management with our template. Initiate a system audit, evaluating your existing processes. Dive into KAM Workshops as well, fostering collaboration and strategy alignment. Craft detailed account plans, ensuring precision in your approach. Quarterly Reviews act as checkpoints, refining strategies for sustained success. This framework integrates each component, providing a systematic approach to fortify client relationships. Take your key account management to the next level with a framework that ensures strategic alignment, collaborative workshops, precise key account planning , and ongoing refinement. Make this template your guide to strategic excellence in key account management.

Template 6: Guidelines on developing successful key account management plan

Embrace a Proactive Approach, foreseeing clients’ needs for a proactive response. Conduct a thorough Client Business Review, understanding intricacies for tailored solutions. Reliability is paramount; ensure consistency and dependability in every interaction. Foster seamless Communication and Collaboration, building partnerships beyond transactions. This guideline becomes your compass, steering towards strategic success. With a proactive stance, insightful reviews, unwavering reliability, and open communication, this template ensures your key account management plan is not just a document, but a strategy for unparalleled success.

Template 7: Monthly roadmap for  key account management plan

Navigate your key account management journey with precision using our template. This slide unfolds a strategic path for each month, ensuring a systematic approach to managing key accounts. From goal-setting to performance tracking, each month is planned to optimize customer relationships . With a focus on milestones and continuous refinement, this template is your roadmap to sustained success in key account management. Enhance your strategy, streamline your approach, and stay on course with this comprehensive monthly guide for effective key account management.

Template 8: Key account management plan with communication style

Presented in a user-friendly table format, this PPT Template organizes key elements for client communication. From prioritizing key clients and defining project roles to articulating management objectives, facts, and areas of interest, every detail is outlined. The standout feature is the inclusion of Communication Style and Emotional Connections columns, providing insights for impactful interactions. This template is not just an account tactical plan ; it’s a personalized guide, ensuring a tailored approach to each key account. 

Template 9: Account Management Strategy Implementation Action Plan

This PPT Template goes beyond planning, measuring success across parameters like performance objectives, ROI increase, sales targets, profit improvement, and sustainable relationship development model building. Each aspect is mapped against strategies, team lead, industry, due dates, and key performance indicators (KPIs). Transform your vision into actionable steps, ensuring strategic alignment, timely execution, and tangible results. Upgrade your account management game with a comprehensive action plan that transcends goals into reality, making this an indispensable asset for strategic success.

Template 10: B2B Account Management Dashboard Effective Demand Generation Plan

Empower your B2B account management with our template. This slide focuses on two pivotal areas: Marketing Pipeline Health and Engagement Health. Gain insights into your pipeline's effectiveness and enhance engagement strategies. Seamlessly track lead generation , assess campaign impact, and refine your approach for maximum results. Elevate your B2B demand generation plan with this intuitive dashboard, transforming complex data into actionable insights. Make strategic decisions well, ensuring your marketing efforts align with business goals, making this template a vital asset for a robust B2B account management strategy.

ACCOUNT FOR ACCOUNTS

Our PPT Templates empower you to navigate and excel in the intricacies of account management and demand generation. From strategic planning to real-time monitoring, each template is crafted to streamline processes, enhance communication, and drive tangible results. By integrating dynamic features and user-friendly designs, these templates transcend mere documentation and write success for you. Elevate your approach, foster lasting relationships, and achieve measurable outcomes with ease. With our templates, strategic excellence in account management and demand generation is not just a goal—it's a well-guided reality.

PS Planning on a new launch that involves investment? Here are investment strategy templates .

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Free PowerPoint Project Plan Templates and Examples

By Lulu Richter | May 20, 2024

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We’ve compiled the top project plan templates in PowerPoint so you can easily visualize your processes from start to finish.

Included in this article, you’ll find the following:  

• Agile project plan template
• High-level project plan template
• Project plan template by project phase
• Yearly high-level project plan template

PowerPoint Simple Project Plan Template

Download the Sample Simple Project Plan Template for PowerPoint Download the Blank Simple Project Plan Template for PowerPoint

When to Use This Template:  Project managers can use this simple, single-slide template to track deliverables, tasks, and timelines over a one-year period. 

Notable Template Features: This template features a straightforward table layout with a horizontal bar chart that illustrates the duration of each task. Use the Today marker to see the status of each task (examples: finished, ongoing, or pending). The template comes with sample data that you can customize to align with your project, or you can choose the blank option and start from scratch.

PowerPoint Agile Project Plan Template

Download the Sample Agile Project Plan Template for PowerPoint Download the Blank Agile Project Plan Template for PowerPoint

When to Use This Template:  Use this two-slide template to share the details of an Agile project plan with your team and stakeholders. It provides a clear picture of the project’s journey over a specific timeline and is available blank or with sample data, so you can customize it to fit your needs. 

Notable Template Features: On the first slide, enter the project deliverables and scope. The template also provides space to list the project tasks, owners, start and end dates, and task status. Use the  Risk column to indicate whether a task runs the chance of being overdue, and visualize your sprints with the customizable, color-coded bar chart on the second slide.

PowerPoint High-Level Project Plan Template

Download the Sample High-Level Project Plan Template for PowerPoint Download the Blank High-Level Project Plan Template for PowerPoint

When to Use This Template:  This high-level, single-slide project plan template is ideal for tracking and communicating project timelines and milestones in each project phase. Use this template to inform stakeholders about the project’s progress. 

Notable Template Features: This template, available with sample data and as a blank option, provides a six-month timeline that differentiates the project phases with colors, and it uses icons to highlight project milestones. You can also designate priority level with icons (high, medium, low), and customize the display of the phases, task timelines, colors, and milestone icons.

PowerPoint Project Plan Template by Project Phase

Download the Sample Project Plan Template by Project Phase for PowerPoint   Download the Blank Project Plan Template by Project Phase for PowerPoint  

When to Use This Template:  Use this single-slide template to visualize your project in the five official project management phases (initiation, planning, execution, monitoring, closure), as well as the tasks associated with each one. 

Notable Template Features: This template visually separates the five phases of project management with distinct colors, and it illustrates the sequential steps from project initiation to closure. Customize the sample data to fit your project and show the deliverables of each phase, or download the blank version and enter your project details.

PowerPoint Three-Year High-Level Project Plan Template

Download the Sample Three-Year High-Level Project Plan PowerPoint Template Download the Blank Three-Year High-Level Project Plan PowerPoint Template

When to Use This Template:  Project managers can use this multiple-slide template to communicate the basics of a three-year project plan to stakeholders, including timeline, budget, and resources.

Notable Template Features: This template provides a slide for you to enter the deliverables for a consecutive three-year project plan. It also includes a slide for budget details and another for resource information, and it comes in both blank and sample data versions that you can customize.

PowerPoint Team Project Plan Template

Download the Team Project Plan Template for PowerPoint  

When to Use This Template:  Use this single-slide template to present how each team is progressing through their assigned tasks, as compared to the planned durations.

Notable Template Features: This template displays task progress with two duration bars: one shows the planned duration, and the other shows the actual duration. This comparison enables you to adjust deadlines as needed and forecast the timeline of future project tasks. The template also includes milestone markers so that you can assess your progress.

PowerPoint Project Work Plan Template

Download the Project Work Plan Template for PowerPoint

When to Use This Template:  Use this single-slide template to present the objectives, budget, team members, and schedule of your work plan.

Notable Template Features: This template includes space to note the key elements of a project plan, such as timelines, objectives, budget, and team. The numbered columns show tasks moving from left to right, making it easy for team members to understand the project’s scope and to grasp each section’s information.

Project Plan Related Templates

Check out these customizable project plan templates to support all aspects of your project planning process. 

Gantt Chart Template

Use a  Gantt chart template to show the durations of each successive task and progress toward deliverables.

Work Breakdown Structure Template

Use a  work breakdown structure (WBS) template to list and organize the tasks associated with each deliverable.

Project Timeline Template

Use a  project timeline template to track and monitor the project’s timeline. You can also use this as a visual tool to communicate progress with stakeholders.

Communication Plan Template

Use a  communication plan template to detail the project stakeholders and the agreed-upon plan for communicating with each other, including platform, frequency, and point person(s).

Resource Plan Template

Choose from this  variety of resource plan templates to list and manage your project resources, including personnel, budget, key pieces of equipment, and more.

Risk Management Template

Use a  risk management plan template to identify and manage your project’s risks and decide which are worth the potential opportunity.

Project Plan Budget Template

Use a  project plan budget template to track and manage your project’s budget.

Project Summary Template

Use a  project summary template to write a high-level overview of your project to share with stakeholders or higher-ups who need a bird’s-eye view of your work.

Effectively Track, Manage, and Execute Your Project Plan with Real-Time Work Management in 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.

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