Project Manager Toolkit in Powerpoint & Excel | By ex-Deloitte & McKinsey Consultants | Downloadable at www.slidebooks.com

1. Project Manager
Toolbox
Training & Excel Tools
By Ex-Deloitte &
McKinsey
Consultants

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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 ”

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Table of content
Project manager key tools3
Project management introduction1
Project management processes2

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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

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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

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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

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Table of content
Project manager key tools3
Project management introduction1
Project management processes2

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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

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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

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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

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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

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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

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Table of content
Project manager key tools3
Project management introduction1
Project management processes2

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Project manager key tools in Excel and Powerpoint - Overview (1/2)
Project Status Report
Macro Project Planning
Risks Log
Detailed Project PlanningIssues Log

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Project manager key tools in Excel and Powerpoint - Overview (2/2)
Smart Objective Matrix
Value Driver Tree
Responsibility Matrix
Change commitment curveStakeholder Matrix

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Project status report - Objective

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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
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• Insert your own text - Insert your own text
• Insert your own text - Insert your own text
Time /
Deadlines
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• 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

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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
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• Insert your own text - Insert your own text
Time /
Deadlines
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• Insert your own text - Insert your own text
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Cost /
Budget
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• 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

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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

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Risks Log - Objective

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Risks Log - Excel Template
Access this Excel spreadsheet by
opening the document Project
manager Toolbox.xls”

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Issues Log - Objective

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Issues Log - Excel Template
Access this Excel spreadsheet by
opening the document Project
manager Toolbox.xls”

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Macro project plan - Objective

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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

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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

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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

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Detailed project planning - Objective

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Detailed project plan - Excel Template
Access this Excel spreadsheet by
opening the document Project
manager Toolbox.xls”

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Stakeholder matrix - Objective

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Stakeholder matrix - Excel Template
Double click to access the
editable Excel spreadsheet

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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

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SMART objectives matrix - Excel Template
Access this Excel spreadsheet by
opening the document Project
manager Toolbox.xls”

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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

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Responsibility assignment matrix - Excel Template
Access this Excel spreadsheet by
opening the document Project
manager Toolbox.xls”

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Value driver tree - Objective

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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

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Generic Value Drivers Company specific Value Drivers
Value Driver tree
Template 1/11

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Value Driver tree
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Value Driver tree
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Value Driver tree
Template 7/11
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Placeholder

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Value Driver tree
Template 8/11
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Value Driver tree
Template 9/11
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Value Driver tree
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Value Driver tree
Template 11/11
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strong weak
Effect

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The change commitment curve tool - Objective

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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

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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

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