Project Scorecards for Executive Meetings – 5 Things you Should Know

Clients and executives want to see project scorecards that are simple and visual. These are used communicate the status of a project and any potential risks associated with it. Here are 5 things to know when preparing for your next client or executive review.

Free Project Scorecard templates for PowerPoint

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 1.     Communicate the right amount of information

Executive audiences do not need to know everything you know about the project.  The first step of any project presentation is to condense your project data to the most critical information. Typically a scorecard would be anchored by a visual timeline that shows the important milestones and tasks, as well as how far the project has progressed against its schedule. The timeline graphic should be accompanied by metrics or commentary on budget, risks and any outstanding issues. Since executives have limited time, your project scorecard should avoid any complicated charts or lists. The goal is for your audience to understand the health of a project in a limited amount of time.

2.     Present it in the right format

Enterprise customers and clients want to see project scorecards in formats they are familiar with. It is important to deliver your scorecard in a format that is easily accessible to them and something that could be forwarded or easily shared with others. Requiring executives to log into project management systems or to use proprietary tools for viewing project scorecards will limit the effectiveness of your report. Rather, select a format this is pervasive across the enterprise. Doing so will keep your project scorecard easily accessible.

 3.     Make it easy for others to contribute

Create your project scorecard with tools that other team members and stakeholders can easily use. Projects are collaborative efforts with many stakeholders, and they will want to contribute to your scorecard or edit it.  Executives may want to roll-up your scorecard up into their higher-level business reviews, clients may want to move a critical milestone on the timeline, and team members may want update the project schedule. Successful scorecards are not static but rather a continuously updated record of the project. Making it easy for others to contribute to your project report will be important to it success.

 4.     Leverage templates to get started

Using tools that are pervasive across your organization makes a lot of sense, so does using templates to get started. At a minimum templates are a good source of ideas. Browsing free PowerPoint templatesfree timelines or free Gantt charts should give you plenty of ideas on how to design the most important project visual for your scorecard. Additionally, if you find something you like, instead of building something from scratch, you can use that template to quickly create the project visual that will anchor your scorecard.

 5.     Present the right metrics

The most important metric in any project is a time vs. schedule metric and that is what the timeline is for.  Once you have developed a timeline or Gantt chart to show clients or executives time vs. schedule progress, you should surround it with other key metrics. The next most relevant scorecard items may be a budget or a financial metric and a status or risk metric.  After that metrics vary greatly and tend to be unique and very specific for each project and organization. It is not necessary to show every project metric in an executive project review but your scorecard should include the most relevant ones.


Quickly turn project data into professional timelines

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Timeline Maker Quick Tip #10: Sharing your timelines

Step 1:   Click the Email button on the Office Timeline ribbon in PowerPoint

Select the timeline slide that you want to send then click the Email button and choose how you want to send it.  You have the option of emailing your timeline as a picture, or sending it as an attachment.

Step 2: Send your email

Office Timeline will open a new Outlook mail and automatically insert your slide. Now simply send it.  

See these quick videos for more tips:


Quickly turn project data into professional timelines

Build stunning, uncomplicated timelines and Gantt charts that are easy to make and simple to communicate. Get the advanced features of Office Timeline Plus free for 14 days.

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Timeline Maker Quick Tip #9: How to save manual changes

Step 1:  Click on the timeline object you want to manually change

In this example, we will manually change a date. Select the date you and manually type in the change you want to make.   This can be a date change, or formatting changes you would like to make to any object.

Step 2: Click Accept Manual Changes

From the office Timeline Ribbon in PowerPoint click Accept to save manual changes you have made to any of the objects or text on your timeline.

This video show to save manual changes

See these quick videos for more tips:


Quickly turn project data into professional timelines

Build stunning, uncomplicated timelines and Gantt charts that are easy to make and simple to communicate. Get the advanced features of Office Timeline Plus free for 14 days.

GET FREE TRIAL

Timeline Maker Quick Tip #8: Use Task Pane to customize anything

Step 1: Open the Task Pane from the button on the Office Timeline ribbon

With the Task Pane open, click any object on your slide to surface the custom controls for that particular object.

Any customizations you make will make will only be applied to that object.

Step 2: Formatting Milestones

Click on a Milestone marker to change is shape, size and color.  From here you can also format your milestones font, date, and the color of its connector.

Step 3: Adding style preferences to your tasks

Click on any Task to customize the shape, size, and spacing.  You can also You can also access the Percent Complete and Task Duration controls for here.

See these quick videos for more tips:


Quickly turn project data into professional timelines

Build stunning, uncomplicated timelines and Gantt charts that are easy to make and simple to communicate. Get the advanced features of Office Timeline Plus free for 14 days.

GET FREE TRIAL

Timeline Maker Quick Tip #7: Customize the language of your dates

Step 1:  From the Office Timeline ribbon click the Style button and select Scale

On Style Wizard’s Scale window, you will see the Language drop-down menu.  Notice, when you roll your mouse over Language a red circle will appear over the first date on your time band. This lets you know that you can customize the date format.

Step 2:  Choose the new language and click Finish

On the upper right of Scale window, you will see the Language drop-down menu. Notice, when you roll your mouse over Language or Date Format, a red circle will appear over the first date on your time band. This lets you know that you can customize the date format.

See these quick videos for more tips:


Quickly turn project data into professional timelines

Build stunning, uncomplicated timelines and Gantt charts that are easy to make and simple to communicate. Get the advanced features of Office Timeline Plus free for 14 days.

GET FREE TRIAL