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What are key elements in a schedule presentation?

Steve Bindi

January 20, 2011 15:15

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Does anyone have any recommendations as to what should be included when presenting a project schedule?  I have a formal meeting with top executives and want to make sure I have key elements.  Currently, my schedule contain the following graphical & textual elements: custom bars, corporate logos (as milestones), legend, column images and row backgrounds.

Is there anything else I should add?  I don't want to make the schedule too busy, but I also don't want to leave key details out. Our Project Management Office (PMO) doesn't have any template standards...so, I'm flying solo!!

Thanks.

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2 comments

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  Serge Gloukhoff January 21, 2011 20:13

  Hi Steve, Good question! Sounds like you've already included the essentials. The only other item I'd recommend adding are headers/footers. At times overlooked, but key when adding essential details to a schedule that are not obvious. Headers/Footers are easily created when tied in w/Auto Text (such as planned project start/end dates, last filter/sorts, file name, etc.). Most of the presentation items included in a schedule should be done in Print Preview (easily considered a 4th view in FTS). As to making a schedule too busy...well, that's subjective. What one considers busy, others might not. Gauge your audience on this one (personality, type, etc.)! I've attached an example schedule that includes many of these components. Hope it helps!
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  Steve Bindi January 24, 2011 17:15

  Thanks! Uploading the file was very helpful.  Will take your feedback into account.