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How to Plan a Presentation

Last Updated: October 8, 2023 Fact Checked

This article was co-authored by Christopher Taylor, PhD . Christopher Taylor is an Adjunct Assistant Professor of English at Austin Community College in Texas. He received his PhD in English Literature and Medieval Studies from the University of Texas at Austin in 2014. There are 8 references cited in this article, which can be found at the bottom of the page. This article has been fact-checked, ensuring the accuracy of any cited facts and confirming the authority of its sources. This article has been viewed 228,521 times.

Presentation planning is a useful and necessary skill in the professional world as well as school. Whether you need to sell a product, or get a passing grade in your class, planning a presentation takes time and dedication. You will want to figure out the best way to construct your material, considering your audience and your presentation's message. From there, work on building your slides and materials. Assemble information in a logical order that best illustrates your point. Practice your presentation regularly before delivering it. This can help you figure out any information that should be cut or restructured.

Assembling Your Best Material

• Write down your most important points. See if you notice a key point emerging. If your audience were to take away one thing from this presentation, what would it be?
• Don't just bombard your audience with facts. Think about what these facts do for your audience. What's the point you're trying to make with the information?

• Are you trying to sell them a product, introduce them to a new idea, alter their way of thinking?
• Think about the kind of people in your audience. Do you have a tougher crowd, or do you have a group of enthusiastic people excited about what you're going to say?

• For example, if you're talking to a company about recycling program, you might discuss how corporate pollution contributes to global warming and how recycling can help the company save money. You wouldn't discuss the melting ice caps as a key point.
• Melting ice caps are a valid concern, but they are a fact or a supporting point.

• Add clarity to your argument by explaining anything the audience may not understand. For example: a brief overview of pollution's effect on climate change.
• Add authority by making connections with existing research, studies, and information. For example, you could mention the consensus in the scientific community that global warming is manmade and cite a few studies.
• Add color to your argument through visuals, like pictures and videos. For instance, you could show a chart of the amount of waste an average corporation produces in one month.

Finding a Trajectory for the Presentation

• Include the basics of introducing yourself. You can say something like, "I'm Clara Thompson from Clean Water Action, and I would like to address your company today."
• Get your audience's attention with a question or a fact. For example, you could ask: "Have you ever passed a body of water covered in green sludge and wondered how this happened? The answer may surprise you."
• You don’t have to write your presentation in chronological order. If you want to work on your main points first and save the introduction for last, you can.

• For example, you're trying to get the corporation to alter their recycling program. Start by overviewing the vast amount of corporate pollution in the world.
• Explain the consequences of this. Show how pollution contributes to climate change, then show what the corporation can do through changes in their policies.

• Common linking statements include things like, "Another important issue...," "Based on this data, you can now see..." and, "This brings me to my main point..."
• For example, "Now that I've shown you the effects of corporate pollution, this brings me to my main point. What can you do to stop it?"

• If you have any graphs or diagrams that will help illustrate your point, use them. Physically seeing information can help make your point more clear.
• You should also see if there are any videos you can include. A brief video of someone succinctly explaining an issue can shake things up a bit.
• Pictures are also nice. Each slide should have a picture related to the topic at hand.
• Make sure not to overuse graphics or visuals. Too many could be overwhelming or distracting for your audience.

• You only need one slide. Recap what your point was. Begin with something like, "As you can see..." and then briefly repeat your main point.
• A visual can help as well. Try adding one last visual aid that sums up your point. A graph or diagram would work well here.

Practicing Your Presentation

• If you're taking longer, cut some information out. You do not want to talk fast to include all information, as this can make you difficult to understand.
• For accuracy, talk in your regular voice. Do not speak too fast or too slow. You want to make sure you can fit in all information talking at a normal rate.

• Are any facts extraneous? It's great to illustrate the effects of global warming, but do you really need five examples of environmental decay? Try to cut it down to two or three.

• You should sound enthusiastic when presenting. Talk without hesitance, and don't use filler words, like "um" or "uh."
• Don't jump between topics. Use your linking sentences, and say things like, "And this brings me to the following..."
• Watch the time. Make sure your presentation isn't going on for too long.
• Watch yourself give the presentation in a mirror so you can correct any distracting movements or gestures.

• Don’t read the information off of your visuals since it could affect your engagement between yourself and the audience.

How Should You End a Presentation?

Expert Q&A

You Might Also Like

• ↑ https://www.ncsl.org/legislators-staff/legislative-staff/legislative-staff-coordinating-committee/tips-for-making-effective-powerpoint-presentations.aspx
• ↑ https://www.comm.pitt.edu/oral-comm-lab/audience-analysis
• ↑ https://columbiacollege-ca.libguides.com/presentations/planning
• ↑ https://extension.oregonstate.edu/sites/default/files/documents/10551/partsofapresentation.pdf
• ↑ https://emedia.rmit.edu.au/learninglab/sites/default/files/Oral_presentations_signalling_2014_Accessible.pdf
• ↑ https://www.indeed.com/career-advice/career-development/how-to-conclude-a-presentation
• ↑ https://www.nottingham.ac.uk/studyingeffectively/preparing/presentations/delivering.aspx
• ↑ https://www.gvsu.edu/ours/oral-presentation-tips-30.htm

About This Article

To plan your presentation, start by spending 5 to 10% of your time summarizing your research and linking it to a main point. A good way to start is with a key question or fact. Then, follow this summary with your research and work, which should take up 60 to 70% of the presentation. This is the body of your presentation, and should be made up of 3 key ideas which lead to your main point. Keep reading for our reviewer’s tips on how to organize the body of your presentation! Did this summary help you? Yes No

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How to create a work plan (examples and template)

As a kid, I watched John “Hannibal” Smith from The A-Team often say, “I love when a plan comes together.” The four action heroes appeared to be able to create elaborate plans to solve their challenge of the week and execute them on the spot. Well, I never thought that as an adult product manager, I would be saying the same words.

In practice, my planning comes with way more hurdles than the TV action heroes faced. However, both the A-team and the product teams still need a work plan to achieve success!

What is a work plan?

Now, what is a work plan in product management, especially in an agile product management world? A work plan is a high-level document that helps you gather any initiative’s goals, timelines, risks, and other aspects for a future update. It helps you coordinate and monitor these details to make sure the work is going accordingly.

“Wait a minute!” – you may shout – “That sounds like project management!”

Well, I need to agree here. But, this work plan is not there for you to get timelines from your team and monitor them with a stopwatch.

This is a communication tool. This is how you help yourself, your team members, and your stakeholders get a common understanding of upcoming challenges. When you work with your team on the plan, the right people get their chance to voice their concerns and ideas.

Also, in the product management world, it is not about setting everything in stone. It’s about being able to create clarity where possible (say, the problem you want to fix with the new initiative) and identify the moving elements (i.e., where will the development go once a certain aspect is A/B tested).

What are the 3 steps of a work plan?

To understand a tool work plan for a product manager, let’s divide it into three stages:

• Preparation

Let’s take a look at them one by one!

1. Preparation

Every change starts with an idea. However, the idea is simply not enough to convince anyone that it’s a good one. Thus, here comes the bulk of, often lonely, work of a product manager. In this stage, you should:

Create an initiative document

Establish a user story or similar, verify how the idea fits the current product fundamentals and focus, choose the product metrics to address, perform research and early product discovery, identify the internal stakeholders.

• Create a ticket in your product management software

Plan a project kick-off meeting

This is not your Jira ticket — not yet. This will be your work plan’s main document, where you will gather all the notes and key information needed. For now, this can be a private document, but be aware that you should be able to share it with anyone at any point.

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It’s not your notepad, but a document collecting all aspects of the initiative. This document will later be super handy when crafting any other communication or updates connected to this initiative. Be sure to record the information you collect from the following points in this document.

While the book approach dictates that you start with a problem to solve, let’s face it, we usually work on solutions. However, a solution looking for a problem is most likely nothing more than a waste of time.

Thus, provide the right context for your initiative, the intended user group and the value the idea delivers. This will set a solid foundation for the rest of the work you are going to do. Thus, start by filling in this sentence:

As a [description of user], I want [functionality], so that [benefit].

Every product idea needs a good context. It has to fit the current product vision and strategy, and address current goals and OKRs . Without it, it will be a distraction from the current direction. Doesn’t mean the idea is bad, but timing is also important. You can still plan it! Duh! A well-crafted work plan can be a basis to define the next period OKRs!

If you verified the context, it’s time to link your solution to your product metrics and goals. It’s OK to have ideas that don’t address any metrics directly, but build product quality to increase long-term retention. However, it will be far harder to sell such work to your stakeholders.

No worries, you just need to adjust your pitching strategy. Maybe the idea is worth pursuing as a side project or hackathon initiative. Anyway, make sure your flagship initiatives at least plan to improve some of the key product metrics. It’s best to also include that in a written product change hypothesis.

While it’s not always possible to get all the information you need, try to research the answers to the following questions:

• Was this solution tested in other areas of the product or by competitors or semi-competitors? For example, the “stories” feature worked out great on Instagram, but it was a disaster on Skype
• Is there a science paper that evaluated the idea in a controlled environment? For example, have scientists evaluated the impact of gamification on users’ behavior?
• Are you able to estimate the impact of the initiative on product metrics or are you performing a pure “guesstimation”?
• Which user personas will benefit from the update?
• What are the other ways to solve the same problem (this is just a sanity check step to see if you can come up with even a better idea)

From developers, researchers, business analysts, and other product managers to high-level executives. This will help you down the road in making sure all the right parties are up to speed!

Create a ticket in your product management software (most likely Jira)

At this stage, you should be able to create your epic and copy-paste relevant information from the initiative’s document. It’s a formality at this stage, as you basically have everything to create an exceptional epic.

Once you did all that due diligence, it’s time to call in a meeting and get all the needed stakeholders in one room to get everyone on the same page. However, the main goal will be to create a more tangible product plan and identify the unknown risks and gaps that could prevent the idea from becoming a reality.

2. Kick off

Now that all the product manager’s preparation work is completed, the kick-off meeting can be treated as sort of a handoff meeting. While the PM doesn’t move on to researching another idea right after this meeting, the responsibility of making it happen is essentially passed on to the development team. Or at least it should be like this.

If you are a product manager that also performs the project manager/development team leader duties, you will have to see all the work through until the end.

Anyway, regardless of your role, here are the elements you need to tackle during the kick-off meeting. Remember to record everything in the initiative document! The meeting here should consist of the following elements:

• Product manager presenting their findings
• Discussion on those findings to make sure all meeting members are on the same page
• Planning out the high-level technical elements needed plus the timeline
• Agreeing on the potential risks and brainstorming solutions to mitigate those
• Seeking an MVP that can be implemented to test the product hypothesis as early as possible. This can mean different things, from a product discovery process where a mock of the update is presented to random people, to a full-blown working update with perhaps only a selected pool of intended functionalities
• Drawing expected timeline and check-in points
• Finalize the design – Mart – by the 14th of August
• Build the API – Donna – by end of August
• Prepare the tracking specification – Lucas – early August
• Clearing the necessary architecture changes with team Astro – Monica – ASAP
• Expected MVP release – Jane – second sprint of September
• Agreeing on the requirements. You can come up with a draft of the update’s requirements for the Jira ticket, but it’s best to run them with the stakeholders and include their input
• Final Q&A session to make sure everyone leaves the room at least in peace, if not optimistic and confident

Now, as I mentioned earlier, what happens next depends on how your organization defines your product manager role. This might be a point after which you only check in with the team to share your opinion on the deliverables and collect status updates for your communication. However, you may also be the person who needs to change this into a full-on project management role, with full oversight, daily reports, and addressing any hurdles the team should face.

Sidenote: honestly, if you are closer to the second possibility, please consider changing employers. You won’t be growing as a product manager if project management takes the bulk of your job.

Assuming you work in an agile organization, the plan is now being realized and adjusted on the fly based on what will happen. The timeline can be pushed back for multiple reasons, but that’s OK.

Timely delivery is not about setting dates and deliverable outcomes in stone — it’s about using agile scrum to deliver the optimal value to the user and knowing how to do it transparently. It’s a neat compromise between chaotic-on-the-fly decision-making and a complex predefined structure project execution plan as presented by, i.e., PRINCE2 framework.

As you are, hopefully, an agile product manager, let’s look at the final stage of the plan:

3. Evaluation

This is a bit fuzzy part where you are meant to reflect on how the plan is coming together. While you will be making your decisions based on the MVP and following releases’ performance, it will be really impressive if you are already prepared for certain outcomes.

Try to answer the following questions:

• What happens next after the MVP is successful (or not)?
• What parts of a successful MVP should be improved first and foremost?
• Does the result of this initiative impact your roadmap going forward? How? (i.e., when your experiment is done as a small side project, but is so successful it promises way better results than other roadmap items planned)
• Can other parts of the product/company have any stake in this update? (i.e., If a new feature introduced in the mobile app is successful, perhaps the web browser version of the product should follow suit?)
• Are there any opportunities this update unlocks?

Generally, sit down and speculate what you should do next. Don’t wait until the update is released to do that, as that will be a waste of time. If you find a successful result, you should pursue it immediately – every day you don’t build on your previous success is a day lost!

Let’s make it easy for you: Template with an example

Hope you liked the framework above and would like to give it a go! If so, this article comes with both a work plan template and a filled-in example of a work plan for you to use.

I hope you will use it and it will be easier for you to deliver your next initiative to the kick-off meeting stage. Good luck!

Conclusion: “I love when a plan comes together”

I believe some of you were skeptical when you saw the beginnings of this article. A work plan for an agile product manager does seem to contradict the basic foundations of how the role should be executed.

I hope however that now you see that “agile” doesn’t mean “without a plan.” On the contrary, being agile is not about working without one — it’s about having a solid understanding and foundations to be able to adjust the plan on the go while maintaining the right vision and ability to still attain any pursued goal.

I hope this article will help you achieve those!

Dr. Bart Jaworski, Senior Product Manager at Stepstone, ex-Microsoft

Follow me on LinkedIn!

Check out my product management resources: drbartpm.com

Featured image source: IconScout

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How To Make a Good Presentation [A Complete Guide]

By Krystle Wong , Jul 20, 2023

A top-notch presentation possesses the power to drive action. From winning stakeholders over and conveying a powerful message to securing funding — your secret weapon lies within the realm of creating an effective presentation .  

Being an excellent presenter isn’t confined to the boardroom. Whether you’re delivering a presentation at work, pursuing an academic career, involved in a non-profit organization or even a student, nailing the presentation game is a game-changer.

In this article, I’ll cover the top qualities of compelling presentations and walk you through a step-by-step guide on how to give a good presentation. Here’s a little tip to kick things off: for a headstart, check out Venngage’s collection of free presentation templates . They are fully customizable, and the best part is you don’t need professional design skills to make them shine!

These valuable presentation tips cater to individuals from diverse professional backgrounds, encompassing business professionals, sales and marketing teams, educators, trainers, students, researchers, non-profit organizations, public speakers and presenters. 

No matter your field or role, these tips for presenting will equip you with the skills to deliver effective presentations that leave a lasting impression on any audience.

Click to jump ahead:

What are the 10 qualities of a good presentation?

Step-by-step guide on how to prepare an effective presentation, 9 effective techniques to deliver a memorable presentation, faqs on making a good presentation, how to create a presentation with venngage in 5 steps.

When it comes to giving an engaging presentation that leaves a lasting impression, it’s not just about the content — it’s also about how you deliver it. Wondering what makes a good presentation? Well, the best presentations I’ve seen consistently exhibit these 10 qualities:

1. Clear structure

No one likes to get lost in a maze of information. Organize your thoughts into a logical flow, complete with an introduction, main points and a solid conclusion. A structured presentation helps your audience follow along effortlessly, leaving them with a sense of satisfaction at the end.

Regardless of your presentation style , a quality presentation starts with a clear roadmap. Browse through Venngage’s template library and select a presentation template that aligns with your content and presentation goals. Here’s a good presentation example template with a logical layout that includes sections for the introduction, main points, supporting information and a conclusion: 

2. Engaging opening

Hook your audience right from the start with an attention-grabbing statement, a fascinating question or maybe even a captivating anecdote. Set the stage for a killer presentation!

The opening moments of your presentation hold immense power – check out these 15 ways to start a presentation to set the stage and captivate your audience.

3. Relevant content

Make sure your content aligns with their interests and needs. Your audience is there for a reason, and that’s to get valuable insights. Avoid fluff and get straight to the point, your audience will be genuinely excited.

4. Effective visual aids

Picture this: a slide with walls of text and tiny charts, yawn! Visual aids should be just that—aiding your presentation. Opt for clear and visually appealing slides, engaging images and informative charts that add value and help reinforce your message.

With Venngage, visualizing data takes no effort at all. You can import data from CSV or Google Sheets seamlessly and create stunning charts, graphs and icon stories effortlessly to showcase your data in a captivating and impactful way.

5. Clear and concise communication

Keep your language simple, and avoid jargon or complicated terms. Communicate your ideas clearly, so your audience can easily grasp and retain the information being conveyed. This can prevent confusion and enhance the overall effectiveness of the message. 

6. Engaging delivery

Spice up your presentation with a sprinkle of enthusiasm! Maintain eye contact, use expressive gestures and vary your tone of voice to keep your audience glued to the edge of their seats. A touch of charisma goes a long way!

7. Interaction and audience engagement

Turn your presentation into an interactive experience — encourage questions, foster discussions and maybe even throw in a fun activity. Engaged audiences are more likely to remember and embrace your message.

Transform your slides into an interactive presentation with Venngage’s dynamic features like pop-ups, clickable icons and animated elements. Engage your audience with interactive content that lets them explore and interact with your presentation for a truly immersive experience.

8. Effective storytelling

Who doesn’t love a good story? Weaving relevant anecdotes, case studies or even a personal story into your presentation can captivate your audience and create a lasting impact. Stories build connections and make your message memorable.

A great presentation background is also essential as it sets the tone, creates visual interest and reinforces your message. Enhance the overall aesthetics of your presentation with these 15 presentation background examples and captivate your audience’s attention.

9. Well-timed pacing

Pace your presentation thoughtfully with well-designed presentation slides, neither rushing through nor dragging it out. Respect your audience’s time and ensure you cover all the essential points without losing their interest.

10. Strong conclusion

Last impressions linger! Summarize your main points and leave your audience with a clear takeaway. End your presentation with a bang , a call to action or an inspiring thought that resonates long after the conclusion.

In-person presentations aside, acing a virtual presentation is of paramount importance in today’s digital world. Check out this guide to learn how you can adapt your in-person presentations into virtual presentations . 

Preparing an effective presentation starts with laying a strong foundation that goes beyond just creating slides and notes. One of the quickest and best ways to make a presentation would be with the help of a good presentation software . 

Otherwise, let me walk you to how to prepare for a presentation step by step and unlock the secrets of crafting a professional presentation that sets you apart.

1. Understand the audience and their needs

Before you dive into preparing your masterpiece, take a moment to get to know your target audience. Tailor your presentation to meet their needs and expectations , and you’ll have them hooked from the start!

2. Conduct thorough research on the topic

Time to hit the books (or the internet)! Don’t skimp on the research with your presentation materials — dive deep into the subject matter and gather valuable insights . The more you know, the more confident you’ll feel in delivering your presentation.

3. Organize the content with a clear structure

No one wants to stumble through a chaotic mess of information. Outline your presentation with a clear and logical flow. Start with a captivating introduction, follow up with main points that build on each other and wrap it up with a powerful conclusion that leaves a lasting impression.

Delivering an effective business presentation hinges on captivating your audience, and Venngage’s professionally designed business presentation templates are tailor-made for this purpose. With thoughtfully structured layouts, these templates enhance your message’s clarity and coherence, ensuring a memorable and engaging experience for your audience members.

Don’t want to build your presentation layout from scratch? pick from these 5 foolproof presentation layout ideas that won’t go wrong. 

4. Develop visually appealing and supportive visual aids

Spice up your presentation with eye-catching visuals! Create slides that complement your message, not overshadow it. Remember, a picture is worth a thousand words, but that doesn’t mean you need to overload your slides with text.

Well-chosen designs create a cohesive and professional look, capturing your audience’s attention and enhancing the overall effectiveness of your message. Here’s a list of carefully curated PowerPoint presentation templates and great background graphics that will significantly influence the visual appeal and engagement of your presentation.

5. Practice, practice and practice

Practice makes perfect — rehearse your presentation and arrive early to your presentation to help overcome stage fright. Familiarity with your material will boost your presentation skills and help you handle curveballs with ease.

6. Seek feedback and make necessary adjustments

Don’t be afraid to ask for help and seek feedback from friends and colleagues. Constructive criticism can help you identify blind spots and fine-tune your presentation to perfection.

With Venngage’s real-time collaboration feature , receiving feedback and editing your presentation is a seamless process. Group members can access and work on the presentation simultaneously and edit content side by side in real-time. Changes will be reflected immediately to the entire team, promoting seamless teamwork.

7. Prepare for potential technical or logistical issues

Prepare for the unexpected by checking your equipment, internet connection and any other potential hiccups. If you’re worried that you’ll miss out on any important points, you could always have note cards prepared. Remember to remain focused and rehearse potential answers to anticipated questions.

8. Fine-tune and polish your presentation

As the big day approaches, give your presentation one last shine. Review your talking points, practice how to present a presentation and make any final tweaks. Deep breaths — you’re on the brink of delivering a successful presentation!

In competitive environments, persuasive presentations set individuals and organizations apart. To brush up on your presentation skills, read these guides on how to make a persuasive presentation and tips to presenting effectively . 

Whether you’re an experienced presenter or a novice, the right techniques will let your presentation skills soar to new heights!

From public speaking hacks to interactive elements and storytelling prowess, these 9 effective presentation techniques will empower you to leave a lasting impression on your audience and make your presentations unforgettable.

1. Confidence and positive body language

Positive body language instantly captivates your audience, making them believe in your message as much as you do. Strengthen your stage presence and own that stage like it’s your second home! Stand tall, shoulders back and exude confidence. 

2. Eye contact with the audience

Break down that invisible barrier and connect with your audience through their eyes. Maintaining eye contact when giving a presentation builds trust and shows that you’re present and engaged with them.

3. Effective use of hand gestures and movement

A little movement goes a long way! Emphasize key points with purposeful gestures and don’t be afraid to walk around the stage. Your energy will be contagious!

4. Utilize storytelling techniques

Weave the magic of storytelling into your presentation. Share relatable anecdotes, inspiring success stories or even personal experiences that tug at the heartstrings of your audience. Adjust your pitch, pace and volume to match the emotions and intensity of the story. Varying your speaking voice adds depth and enhances your stage presence.

5. Incorporate multimedia elements

Spice up your presentation with a dash of visual pizzazz! Use slides, images and video clips to add depth and clarity to your message. Just remember, less is more—don’t overwhelm them with information overload. 

Turn your presentations into an interactive party! Involve your audience with questions, polls or group activities. When they actively participate, they become invested in your presentation’s success. Bring your design to life with animated elements. Venngage allows you to apply animations to icons, images and text to create dynamic and engaging visual content.

6. Utilize humor strategically

Laughter is the best medicine—and a fantastic presentation enhancer! A well-placed joke or lighthearted moment can break the ice and create a warm atmosphere , making your audience more receptive to your message.

7. Practice active listening and respond to feedback

Be attentive to your audience’s reactions and feedback. If they have questions or concerns, address them with genuine interest and respect. Your responsiveness builds rapport and shows that you genuinely care about their experience.

8. Apply the 10-20-30 rule

Apply the 10-20-30 presentation rule and keep it short, sweet and impactful! Stick to ten slides, deliver your presentation within 20 minutes and use a 30-point font to ensure clarity and focus. Less is more, and your audience will thank you for it!

9. Implement the 5-5-5 rule

Simplicity is key. Limit each slide to five bullet points, with only five words per bullet point and allow each slide to remain visible for about five seconds. This rule keeps your presentation concise and prevents information overload.

Simple presentations are more engaging because they are easier to follow. Summarize your presentations and keep them simple with Venngage’s gallery of simple presentation templates and ensure that your message is delivered effectively across your audience.

1. How to start a presentation?

To kick off your presentation effectively, begin with an attention-grabbing statement or a powerful quote. Introduce yourself, establish credibility and clearly state the purpose and relevance of your presentation.

2. How to end a presentation?

For a strong conclusion, summarize your talking points and key takeaways. End with a compelling call to action or a thought-provoking question and remember to thank your audience and invite any final questions or interactions.

3. How to make a presentation interactive?

To make your presentation interactive, encourage questions and discussion throughout your talk. Utilize multimedia elements like videos or images and consider including polls, quizzes or group activities to actively involve your audience.

In need of inspiration for your next presentation? I’ve got your back! Pick from these 120+ presentation ideas, topics and examples to get started. 

Creating a stunning presentation with Venngage is a breeze with our user-friendly drag-and-drop editor and professionally designed templates for all your communication needs. 

Here’s how to make a presentation in just 5 simple steps with the help of Venngage:

Step 1: Sign up for Venngage for free using your email, Gmail or Facebook account or simply log in to access your account. 

Step 2: Pick a design from our selection of free presentation templates (they’re all created by our expert in-house designers).

Step 3: Make the template your own by customizing it to fit your content and branding. With Venngage’s intuitive drag-and-drop editor, you can easily modify text, change colors and adjust the layout to create a unique and eye-catching design.

Step 4: Elevate your presentation by incorporating captivating visuals. You can upload your images or choose from Venngage’s vast library of high-quality photos, icons and illustrations. 

Step 5: Upgrade to a premium or business account to export your presentation in PDF and print it for in-person presentations or share it digitally for free!

By following these five simple steps, you’ll have a professionally designed and visually engaging presentation ready in no time. With Venngage’s user-friendly platform, your presentation is sure to make a lasting impression. So, let your creativity flow and get ready to shine in your next presentation!

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Best Work Plan Templates For Easy Task Organization [With Examples]

Planning your work beforehand is crucial to increasing your productivity and efficiency. A work plan is a strategic outline showing the tasks, activities, and objectives you need to achieve your goals within deadlines. This blog provides multiple examples and templates to help you get started.

A project’s success depends on having a detailed task plan. How can you perform tasks without having a plan for them? You and your team can produce the ideal work plan with the assistance of a perfect work plan template. Organizations can determine the success or failure of a project by having a detailed plan for all tasks. Work-hacking tricks and advice will only help if you put in the essential hours at the beginning by making a work plan in advance. 

You need a comprehensive plan to ensure your project succeeds and achieves the desired results. This detailed guide will help you through the creation of a work plan and its benefits, along with work plan examples.

What is a Work Plan?

Before jumping into the details of how to make a work plan template, let’s first see what is a work plan. It is a document that facilitates more transparent communication between all project participants. A well-crafted work plan outlines the necessary actions to finish a job. It clearly states the intended result, main work streams, and deliverables needed. It also draws attention to dependencies and resources that are required.

A comprehensive plan may require meetings between key stakeholders and sponsors in the early phases. The first step is to set a goal and identify some strategic concepts. It will assist in clarifying scope restrictions, identify some of the more significant strategic considerations, and facilitate the development of a broad general outline. 

Important stakeholders should review and revise a work plan template before the start of the project. It will take some time, but you’ll have a well-defined plan with everyone’s support when it’s finished.

Benefits of Using Work Plan Template

Now that you know what is a work plan let us see some benefits of using them. Consider the following advantages of using these templates for better work planning:

1. Increases Output

With the help of a work plan, you can progress steadily toward your objective by concentrating on finishing each task individually. You can allow enough time for each assignment by organizing your work. In addition, you can tackle your duties according to priority and prioritize them.

2. Enhances work-life balance.

Working wisely, instead of non-stop hustle, makes you effective. A work plan template helps you allocate your work in a way that makes sense for working hours and breaks, and it occasionally offers off time when available. Including downtime in your work schedule allows you to refuel and increase productivity. You can organize your working hours and leave plenty of time for leisure.

3. Keeps you motivated

It outlines an objective and the necessary steps to complete the work. You can track your progress and work towards reaching your weekly goal when you prioritize your duties and allot enough time for each one. The structure for defining goals can help with motivation, which is necessary for effectiveness and productivity.

4. Improves consistent workflow

Moving from a finished activity to a new one is simple without wasting time when you plan your work, and a work plan template helps to achieve it. A consistent workflow guarantees productive outcomes and keeps the atmosphere focused. Knowing what to do after finishing a task enables you to maintain momentum.

5. Teaches you how to set priorities

Planning your job with the help of a work plan template teaches you to prioritize important tasks over less important ones. Knowing how to create priorities is essential for an effective worker since it keeps you motivated to accomplish your objectives. Planning your job can help you keep your attention on meeting deadlines and finishing critical tasks, leaving spare time for fun pursuits.

6. Lets you manage your time

You can efficiently manage your time when you plan your tasks. An effective workplan template identifies the tasks you must complete and the time allotted to them. Think about scheduling some free time. Taking occasional time off is essential. An effective worker understands the value of time management since it increases productivity and self-control.

What to include in a Work Plan?

Now that you understand the purpose of a work plan and its benefits, let us see what information should be included in your work plan template:

1. Objectives

You must first clearly define the purpose of your project. By putting your primary objectives down in writing, you have a concrete document that you can always refer to and make sure your project stays on track with your objectives. Try to provide the background information about your goals and motivations.

2. Measurable Goals

After fully grasping your ultimate purpose, you must divide it into more manageable, smaller goals. It would be best if you considered SMART Goals in your work plan template:

• Try to consider more precise goals.
• Determine what can be measured.
• Be specific about what you can accomplish.
• Consider the elements that are pertinent to your company.
• Recognize what you can achieve within the project’s time limit.

3. Techniques & Plans

It summarizes the steps you intend to take to accomplish the goals. The general goals of the project or campaign are the strategy, and the particular actions you will take to achieve those goals are the tactics.

For Example:

• Expanding your retail business is your aim.
• Your quantifiable goal might be to boost a particular product’s sales by 30%.
• One tactic you might use is boosting website traffic to attract more users.
• You plan to increase your internet visibility using PPC advertisements and SEO techniques.

4. Benchmarks

Ensure you are clear about any important deadlines you have set for yourself on the job. It will assist you in gauging the campaign’s effectiveness and the amount of effort still required. 

5. Resources

You must assign precise duties using your workplan templates. Here, you can also outline the decision-making hierarchy and incorporate contingency planning. Consider who will oversee the project, for instance, if someone needs to take paid time off. This part helps you determine when you need to bring in more resources. There can be crucial project components where you must hire temporary staff to help manage the workload or collaborate with outside contractors to bring in more experience.

6. Budget Plan

Include a budget plan in your work plan template. Ensure you understand each project component’s approximate cost. As soon as expenses are confirmed, update your plan. Some project sections may be more affordable than initially thought so you might use the extra money for another component. You must be ready to manage your budget to demonstrate that you are getting a good return on your investment.

Types of Work Plan Templates

Understanding different work plan examples or plans helps the organization excel in various departments. Every work schedule will be unique according to other departments. They differ according to the kind of project, the number of participants, and the individuals who will use the plan daily.

Although it is difficult to classify these techniques due to their nature, we can identify three primary sorts:

1. Work Plan Example for Corporate Employees

These plans are more limited in scope and concentrate on straightforward departmental projects. Their purpose is to assist your team in achieving its objectives, which will eliminate the need for permission from higher management. These little tasks typically come under your manager or department leader’s responsibility.

A work plan for an employee comprises the following:

• Project objectives
• A spending plan
• Supplies and costs needed for the project
• Due dates and the anticipated completion date.

2. Work Plan Example For Business Owners

Business owners require a comprehensive plan to effectively manage various aspects of their enterprises. This work plan template helps with the following:

• Guides business owners in managing multiple aspects of their enterprises.
• It includes financial goals, marketing strategies , operational tasks, and growth projections.
• Help focuses on maximizing profitability and sustainable growth.
• Provides a strategic roadmap for achieving long-term success.
• It helps business owners track progress, make informed decisions, and adapt to changing market conditions.

3. Work Plan Example for Project Managers

Larger projects are better suited for managers. They involve long-term objectives and plans and need assistance from other departments. Typically, these initiatives have:

• The anticipated effect on the business
• Thorough risk evaluations
• Detailed cost estimates and budgets.

These plans are large and complicated. Thus, getting permission from higher-ups is usually necessary.

How to Create A Work Plan?

You should follow these six steps while making a work plan template:

Step 1: Set Goals

Every project needs a vision; you can’t waste time explaining the “how” if you haven’t determined the “why.” Establish some challenging yet attainable objectives for your project; these will direct all future actions and inspire your group to carry out the strategy.

You must develop these objectives while considering the company’s overarching vision. After all, even if the project is successful by your standards, it will be viewed as a failure by business leadership if your objectives disagree with the organization’s broader strategy.

The most significant error in goal-setting is imprecise language, such as “increase our brand awareness.” How would you determine if you’ve succeeded in your mission? Instead, if it’s feasible, create a target with specific statistics, such as “increase referrals by 20% by the end of the third quarter.”

Step 2: Specify goals and expected outcomes

Once you have established the goals, it’s necessary to specify the kinds of deliverables and targets in your work plan template. For instance, “contact 100 customers per week for referrals” or “launch a reward program” would be appropriate goals if you aimed to boost referrals by 20% over the following quarter.

These deliverables are the steps you’ll take to fulfill the more general objectives you previously established. Remember to give each goal a deadline. Set up prizes for your squad to receive when they meet goals. These rewards will increase output and foster a sense of appreciation among your staff. For example, please give them a monetary bonus or an extra day off.

If goals differ much, many work plans separate them into short, middle, and long-term goals. For instance, a company’s long-term objective to improve brand visibility in social media channels over the next year may differ significantly from its short-term goal of increasing viewership by 30% in three months.

Step 3: Make a resource list

It’s time to determine what resources you’ll need to understand your goals and how to attain them. If your goals are the engine and your objectives are the destination, then your resources are the fuel that powers your journey.

Although finance comes to mind when someone mentions resources, the term encompasses labor, space, materials, equipment, and equipment. It is everything that has a finite amount and can be depleted by a project. Please list every resource you can think of and include it with each goal.

Have your team brainstorm the resources that you will need. If you attempt to do it yourself, you’ll likely overlook a few items to list. Talking with the team will help them identify a few more resources the project will require.

Step 4: Determine the barriers

In addition to identifying potential roadblocks that might keep the project from succeeding, you must also factor in some space for unexpected difficulties in your work plan template. A corporation attempting to boost referrals by 20% can encounter challenges, such as lower-than-expected incentive program registration.

Alternatively, an unanticipated circumstance can compel your organization to reallocate human capital resources from your project. A quick idea is to prepare a backup plan for every scenario. For instance, if the rewards program is failing, you should have recognized a few other strategies for boosting referrals that you may redirect resources to immediately.

Step 5: Make a detailed plan

Now that you have everything you need to make a detailed plan and project schedule to put everything together. You outlined the deliverables in the second phase, but now you must dissect them into smaller steps.

When creating a rewards program, some steps you might take to reach that goal would be surveying current members to find out what kind of rewards they would be most interested in. You begin by investigating the worth of a referral to ascertain the amount to allocate for each incentive, establishing a framework for the scheme, crafting a webpage for the rewards system, and so forth.

Assign team members roles and duties for every task in the work plan. If you don’t do this, the project may get delayed since no one will know who will finish a phase—preventing some team members from doing most of the work. In contrast, others might contribute little to workload management.

Step 6: Start and analyze

Proceed and start the work plan template. After the project begins, make sure to assess its progress regularly. For a six-month project, this could mean once a week. You will likely encounter a few problems that require changing the work strategy. That’s what the fourth step was for.

Use the backup plan if you encounter one of the mentioned difficulties, and modify it as necessary. You should be adaptable enough to accomplish this if you’ve completed the proper project preparation.

Track projects and evaluate their performance with software. Since gathering all the required data by hand is tricky, use one of the many effective software programs available to collect data. It will allow you to develop an extensive report that will provide you with insightful information. It also helps you manage projects remotely.

How to Present a Work Plan?

Until now, we have covered work plan examples, benefits, templates, and how to create one. However, it’s also vital to understand how to present it effectively. You can use a video or PowerPoint presentation to present your plan. You can show your work plan template in PowerPoint using various shapes, tables, and animations. Here is how to effectively present it:  

Understand Your Audience: Before delivering the work plan, ascertain the intended audience. Adjust the presentation to suit your audience’s expectations, interests, and degree of experience. 

Organize Your Presentation: Start by outlining the goal and parameters. A rational framework, such as an agenda, can guide the presentation. Divide the material into manageable chunks and cover essential topics such as goals, assignments, due dates, resources, and completion dates.

Focus on Main Takeaways: Emphasize the most essential elements, such as the deliverables, milestones, and project goals. Make sure that everyone understands the plan’s benefits and anticipated results. Emphasize how the plan satisfies the needs and concerns of stakeholders while also being in line with organizational goals.

Best Work Plan Templates

Below, we have discussed the best work plan examples or templates that you can use: 

1. Day Planning Timeline Template

The Day Planning PowerPoint Template illustrates your hourly schedule and tasks within event planning or day organization processes. This template includes a Gantt Chart slide, enabling you to designate various tasks with distinct colors scheduled at different hours throughout the day. 

Additionally, you can specify the allocated time for each task and its anticipated completion time. This versatile PowerPoint template showcases planning efforts for workshops, orientation meetings, project schedules, or any other day-long event.

2. Weekly Induction Training Calendar Work Plan Example

The Induction Training Calendar PowerPoint Template is a comprehensive weekly work plan template to streamline pre-onboarding. It presents a detailed schedule spanning four weeks, with each week meticulously organized into five days of activities. 

Within this template, there’s ample space allocated for outlining the specific activities planned for each day, ensuring clarity and coherence in the training program. This template aims to enhance the efficiency and effectiveness of induction training by providing a structured framework for planning and execution.

3. Weekly Task Planner Gantt Chart

The Task Planner Gantt Chart PowerPoint Template facilitates weekly scheduling, offering a comprehensive overview of seven-day tasks. With the flexibility to accommodate up to nine daily functions, this template empowers users to efficiently organize and manage their workload.

Whether for personal productivity or professional project management , this template provides a user-friendly interface for outlining tasks and tracking progress throughout the week. It is an editable template that is also available on Google Slides .

4. Yearly Work Plan Template

This template is a comprehensive tool that outlines tasks and activities for an entire year. It Features a slider-like structure; this template offers a visual representation of progress, with orange indicating completed days and white denoting remaining days. 

With space allocated for up to four tasks, users can efficiently plan and track their work throughout the year. Moreover, this template is available in Google Slides, ensuring accessibility and convenience for users across various platforms.

5. Work Status Timeline PowerPoint Template

The Work Status Timeline PowerPoint Template is a dynamic tool designed to track the work progress of up to four employees over a span of six months.

It features a user-friendly layout; the leftmost column includes employee names along with their respective positions. The template provides dedicated space to display the work status of each employee, facilitating clear communication and efficient monitoring of tasks and projects.

6. 30 60 90 Day Planning

The 30-60-90-Day Work Plan Template is a visually engaging tool for presenting comprehensive plans for the initial three months of employment. It has three horizontal panes catering to various roles, including new managers, new hires, team leaders, sales managers, and others, allowing them to delineate their goals and objectives for each period. 

Additionally, the 30-60-90-Day Plan PowerPoint Template employs a straightforward goal-setting framework, facilitating the articulation of priorities and tracking progress across different objectives.

Tips For Creating The Best Work Plan Templates

Identifying strategies and methods to support the main goals is vital for creating the best workplan templates to facilitate proper work planning. Here are some tips for you:

1. Proceed in reverse from the ultimate objective

Plan your tasks by hierarchizing primary efforts and working backward from the end aim. Developing the plan by repeatedly improving the strategy, goals, and underlying techniques is possible. Consider multiple factors to create an outline. The procedure should begin with the inclusion of the primary goals and a concise checklist.

2. Set objectives with quantifiable outcomes

After you finish the project outline, it is critical to include specific, achievable deliverables in the action plan. Monitor the advancement of deliverables through milestones in a framework focused on outcomes. It helps create a timeline that will help you determine what needs to happen and when.

3. Develop relevant and attainable goals

A solid plan will frequently branch out from strategy to aim. For instance, a limited number of strategies, each with one or a few objectives, may support a single goal. Objectives frequently include a variety of methods that you should use to create the specific tasks completed in a reasonable amount of time. 

The more detailed tactical strategy will be straightforward to follow. Divide the tasks into smaller tasks corresponding to discrete work units producing distinct deliverables. Monitoring the project’s progress with the predetermined deliverables is crucial.

4. Define roles and duties

One of the most essential parts of the work plan template is assigning duties and specific tasks to the identified stakeholders. In this manner, everyone on the team can work by the vision. The completed work plan is a living document with a complete list of all necessary actions, deliverables, and due dates. 

After the project starts, monitoring performance and regularly revisiting the goals outlined in the tactical plan is critical. On a step-by-step worksheet, you can observe incremental developments regarding objective metrics.

For a project to succeed, work planning is crucial. Without it, your productivity and efficiency at work would be at risk since you’ll keep running into bottlenecks. Fortunately, making a work plan is relatively easy. All you have to do is do the actions we have already outlined. However, remember to use project planning software, which helps you collaborate with the project team and monitor progress while providing you with a visual overview of all the work involved. 

SlideUpLift offers some outstanding PowerPoint Templates for you to start with. It assists with resource inventory and calendar creation so that you may make precise work plans, in addition to project planning, tracking, and team management.

Can I use work plan templates for personal tasks?

Yes, it can be adapted for personal use to organize tasks and manage time more efficiently.

How often should a work plan be updated?

It should be regularly reviewed and updated as needed, especially when there are changes in project scope, timelines, or resources.

What distinguishes a work plan from a project plan?

It outlines tasks, timelines, and resources for achieving specific goals, while a project plan encompasses the entire project lifecycle, including scope, budget, and risk management.

How detailed should a work plan be?

The level of detail depends on the project’s complexity and stakeholders’ preferences. It should strike a balance between providing sufficient guidance and avoiding unnecessary micromanagement.

How do I ensure accountability within a team when using a work plan?

Establish clear roles and responsibilities, track progress regularly, provide feedback, and encourage open communication to foster accountability and ownership among team members.

Table Of Content

Related presentations.

Gantt Charts PowerPoint Template

Action Plan PowerPoint Templates Deck

30 60 90 Day Plan Templates Collection

Related blogs.

“What is Your 30 60 90 Day Plan” Interview Question: How to Answer?

10 Bad PowerPoint Slides Examples to Avoid

10 Best Animated PowerPoint Templates

10 Best Business PowerPoint Templates for Presentations

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23 presentation examples that really work (plus templates!)

• 30 Mar 2023

To help you in your quest for presentation greatness, we’ve gathered 23 of the best business presentation examples out there. These hand-picked ideas range from business PowerPoint presentations, to recruitment presentations, and everything in between.

As a bonus, several of our examples include editable video presentation templates from  Biteable .

Biteable allows anyone to create great video presentations — no previous video-making skills required. The easy-to-use platform has hundreds of brandable templates and video scenes designed with a business audience in mind. A video made with Biteable is just what you need to add that wow factor and make an impact on your audience.

Create videos that drive action

Activate your audience with impactful, on-brand videos. Create them simply and collaboratively with Biteable.

Video presentation examples

Video presentations are our specialty at Biteable. We love them because they’re the most visually appealing and memorable way to communicate.

1. Animated characters

Our first presentation example is a business explainer from Biteable that uses animated characters. The friendly and modern style makes this the perfect presentation for engaging your audience.

Bonus template:  Need a business video presentation that reflects the beautiful diversity of your customers or team? Use  Biteable’s workplace scenes . You can change the skin tone and hair color for any of the animated characters.

2. Conference video

Videos are also ideal solutions for events (e.g. trade shows) where they can be looped to play constantly while you attend to more important things like talking to people and handing out free cheese samples.

For this event presentation sample below, we used bright colours, stock footage, and messaging that reflects the brand and values of the company. All these elements work together to draw the attention of passers-by.

For a huge selection of video presentation templates, take a look at our  template gallery .

Business PowerPoint presentation examples

Striking fear into the hearts of the workplace since 1987, PowerPoint is synonymous with bland, boring presentations that feel more like an endurance test than a learning opportunity. But it doesn’t have to be that way. Check out these anything-but-boring business PowerPoint presentation examples.

3. Design pointers

This PowerPoint presentation takes a tongue-in-cheek look at how the speakers and users of PowerPoint are the problem, not the software itself.

Even at a hefty 61 slides, the vintage theme, appealing colors, and engaging content keep the viewer interested. It delivers useful and actionable tips on creating a better experience for your audience.

Pixar, as you’d expect, redefines the meaning of PowerPoint in their “22 Rules for Phenomenal Storytelling”. The character silhouettes are instantly recognizable and tie firmly to the Pixar brand. The bright colour palettes are carefully chosen to highlight the content of each slide.

This presentation is a good length, delivering one message per slide, making it easy for an audience to take notes and retain the information.

Google slides examples

If you’re in business, chances are you’ll have come across  slide decks . Much like a deck of cards, each slide plays a key part in the overall ‘deck’, creating a well-rounded presentation.

If you need to inform your team, present findings, or outline a new strategy, slides are one of the most effective ways to do this.

Google Slides is one of the best ways to create a slide deck right now. It’s easy to use and has built-in design tools that integrate with Adobe, Lucidchart, and more. The best part — it’s free!

5. Teacher education

Here’s a slide deck that was created to educate teachers on how to use Google Slides effectively in a classroom. At first glance it seems stuffy and businessy, but if you look closer it’s apparent the creator knows his audience well, throwing in some teacher-friendly content that’s bound to get a smile.

The slides give walkthrough screenshots and practical advice on the different ways teachers can use the software to make their lives that little bit easier and educate their students at the same time.

6. Charity awareness raiser

This next Google slide deck is designed to raise awareness for an animal shelter. It has simple, clear messaging, and makes use of the furry friends it rescues to tug on heartstrings and encourage donations and adoptions from its audience.

Pro tip: Creating a presentation is exciting but also a little daunting. It’s easy to feel overwhelmed — especially if the success of your business or nonprofit depends on it.

Prezi presentation examples

If you haven’t come across  Prezi , it’s a great alternative to using static slides. Sitting somewhere between slides and a video presentation, it allows you to import other content and add motion to create a more engaging viewer experience.

7. Red Bull event recap

This Prezi was created to document the Red Bull stratosphere freefall stunt a few years ago. It neatly captures all the things that Prezi is capable of, including video inserts and the zoom effect, which gives an animated, almost 3D effect to what would otherwise be still images.  

Prezi has annual awards for the best examples of presentations over the year. This next example is one of the 2018 winners. It was made to highlight a new Logitech tool.

8. Logitech Spotlight launch

What stands out here are the juicy colors, bold imagery, and the way the designer has used Prezi to its full extent, including rotations, panning, fades, and a full zoom out to finish the presentation.

Sales presentation examples

If you’re stuck for ideas for your sales presentation, step right this way and check out this video template we made for you.

9. Sales enablement video presentation

In today’s fast-paced sales environment, you need a way to make your sales enablement presentations memorable and engaging for busy reps.  Sales enablement videos  are just the ticket. Use this video presentation template the next time you need to present on your metrics.

10. Zuroa sales deck

If you’re after a sales deck, you can’t go past this example from Zuora. What makes it great? It begins by introducing the worldwide shift in the way consumers are shopping. It’s a global phenomenon, and something we can all relate to.

It then weaves a compelling story about how the subscription model is changing the face of daily life for everyone. Metrics and testimonials from well-known CEOs and executives are included for some slamming social proof to boost the sales message.

Pitch presentation examples

Pitch decks are used to give an overview of business plans, and are usually presented during meetings with customers, investors, or potential partners.

11. Uber pitch deck

This is Uber’s original pitch deck, which (apart from looking a teensy bit dated) gives an excellent overview of their business model and clearly shows how they intended to disrupt a traditional industry and provide a better service to people. Right now, you’re probably very grateful that this pitch presentation was a winner.

You can make your own pitch deck with Biteable, or start with one of our  video templates  to make something a little more memorable.

12. Video pitch template

This video pitch presentation clearly speaks to the pains of everyone who needs to commute and find parking. It then provides the solution with its app that makes parking a breeze.

The video also introduces the key team members, their business strategy, and what they’re hoping to raise in funding. It’s a simple, clear pitch that positions the company as a key solution to a growing, worldwide problem. It’s compelling and convincing, as a good presentation should be.

13. Fyre Festival pitch deck

The most epic example of a recent pitch deck is this one for Fyre Festival – the greatest event that never happened. Marvel at its persuasion, gasp at the opportunity of being part of the cultural experience of the decade, cringe as everything goes from bad to worse.

Despite the very public outcome, this is a masterclass in how to create hype and get funding with your pitch deck using beautiful imagery, beautiful people, and beautiful promises of riches and fame.

Business presentation examples

Need to get the right message out to the right people? Business presentations can do a lot of the heavy lifting for you.

Simply press play and let your video do the talking. No fumbling your words and sweating buckets in front of those potential clients, just you being cool as a cucumber while your presentation does the talking.

Check out two of our popular templates that you can use as a starting point for your own presentations. While they’re business-minded, they’re definitely not boring.

14. Business intro template

Modern graphics, animations, and upbeat soundtracks keep your prospects engaged as they learn about your business, your team, your values, and how you can help them.

15. Business explainer template

Research presentation examples.

When you’re giving a more technical presentation such as research findings, you need to strike the perfect balance between informing your audience and making sure they stay awake.

As a rule, slides are more effective for research presentations, as they are used to support the speaker’s knowledge rather can capture every small detail on screen.

With often dry, complex, and technical subject matter, there can be a temptation for presentations to follow suit. Use images instead of walls of text, and keep things as easy to follow as possible.

16. TrackMaven research deck

TrackMaven uses their endearing mascot to lighten up this data-heavy slide deck. The graphs help to bring life to their findings, and they ensure to only have one bite-size takeaway per slide so that viewers can easily take notes.

17. Wearable tech research report

Obviously, research can get very researchy and there’s not a lot to be done about it. This slide deck below lays out a ton of in-depth information but breaks it up well with quotes, diagrams, and interesting facts to keep viewers engaged while it delivers its findings on wearable technology.

Team presentation examples

Motivating your team can be a challenge at the best of times, especially when you need to gather them together for….another presentation!

18. Team update template

We created this presentation template as an example of how to engage your team. In this case, it’s for an internal product launch. Using colorful animation and engaging pacing, this video presentation is much better than a static PowerPoint, right?

19. Officevibe collaboration explainer

This short slide deck is a presentation designed to increase awareness of the problems of a disengaged team. Bright colors and relevant images combine with facts and figures that compel viewers to click through to a download to learn more about helping their teams succeed.

Recruitment presentation examples

Recruiting the right people can be a challenge. Presentations can help display your team and your business by painting a dynamic picture of what it’s like to work with you.

Videos and animated slides let you capture the essence of your brand and workplace so the right employees can find you.

20. Company culture explainer

If you’re a recruitment agency, your challenge is to stand out from the hundreds of other agencies in the marketplace.

21. Kaizen culture

Showcasing your agency using a slide deck can give employers and employees a feel for doing business with you. Kaizen clearly displays its credentials and highlights its brand values and personality here (and also its appreciation of the coffee bean).

Explainer presentation examples

Got some explaining to do? Using an explainer video is the ideal way to showcase products that are technical, digital, or otherwise too difficult to explain with still images and text.

Explainer videos help you present the features and values of your product in an engaging way that speaks to your ideal audience and promotes your brand at the same time.

22. Product explainer template

23. lucidchart explainer.

Lucidchart does a stellar job of using explainer videos for their software. Their series of explainers-within-explainers entertains the viewer with cute imagery and an endearing brand voice. At the same time, the video is educating its audience on how to use the actual product. We (almost) guarantee you’ll have more love for spiders after watching this one.

Make a winning video presentation with Biteable

Creating a winning presentation doesn’t need to be difficult or expensive. Modern slide decks and video software make it easy for you to give compelling presentations that sell, explain, and educate without sending your audience to snooze town.

For the best online video presentation software around, check out Biteable. The intuitive platform does all the heavy lifting for you, so making a video presentation is as easy as making a PowerPoint.

Use Biteable’s brand builder to automatically fetch your company colors and logo from your website and apply them to your entire video with the click of a button. Even add a  clickable call-to-action  button to your video.

Share your business presentation anywhere with a single, trackable URL and watch your message turn into gold.

Make stunning videos with ease.

Take the struggle out of team communication.

Try Biteable now.

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How to Make a “Good” Presentation “Great”

• Guy Kawasaki

Remember: Less is more.

A strong presentation is so much more than information pasted onto a series of slides with fancy backgrounds. Whether you’re pitching an idea, reporting market research, or sharing something else, a great presentation can give you a competitive advantage, and be a powerful tool when aiming to persuade, educate, or inspire others. Here are some unique elements that make a presentation stand out.

• Fonts: Sans Serif fonts such as Helvetica or Arial are preferred for their clean lines, which make them easy to digest at various sizes and distances. Limit the number of font styles to two: one for headings and another for body text, to avoid visual confusion or distractions.
• Colors: Colors can evoke emotions and highlight critical points, but their overuse can lead to a cluttered and confusing presentation. A limited palette of two to three main colors, complemented by a simple background, can help you draw attention to key elements without overwhelming the audience.
• Pictures: Pictures can communicate complex ideas quickly and memorably but choosing the right images is key. Images or pictures should be big (perhaps 20-25% of the page), bold, and have a clear purpose that complements the slide’s text.
• Layout: Don’t overcrowd your slides with too much information. When in doubt, adhere to the principle of simplicity, and aim for a clean and uncluttered layout with plenty of white space around text and images. Think phrases and bullets, not sentences.

As an intern or early career professional, chances are that you’ll be tasked with making or giving a presentation in the near future. Whether you’re pitching an idea, reporting market research, or sharing something else, a great presentation can give you a competitive advantage, and be a powerful tool when aiming to persuade, educate, or inspire others.

• Guy Kawasaki is the chief evangelist at Canva and was the former chief evangelist at Apple. Guy is the author of 16 books including Think Remarkable : 9 Paths to Transform Your Life and Make a Difference.

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• Manage your Personal Tasks
• Manage your Team's Plans
• Plan your day with My Day
• Advanced capabilities with Premium Plans

Getting started with Planner in Teams

The Planner app in Microsoft Teams brings together all your tasks and plans across the Microsoft 365 ecosystem in a single convenient location. It helps you manage tasks more efficiently for individual plans and team initiatives, as well as larger scale projects that are aligned to goals and key strategic objectives. 

Once you add the Planner app to Teams, you'll find:

My Day : Includes any tasks that are due today, along with any tasks you choose to add to this view.

My Tasks : Includes a dedicated place called Private Tasks for you to quickly create tasks, Flagged Emails, and Tasks that have been assigned to you from Team’s meeting notes, basic plans, premium plans, and Loop components.

My Plans : Includes all of your To Do lists, basic plans, and premium plans.

New Plan : Create new personal or shared plans directly in the app.

You can also use the Planner app to get notifications about Planner tasks.

Add the Planner app

Tip:  To pin the app for easy access, right click on Planner after adding the app and select Pin . To open the Planner app in a separate window, select Open in new window .

Note:  If you don't see Planner, your organization might not have the app turned on. Check with your administrator to find out more.

Plan your day with My Day 

My Day is a clutter-free focus space that helps you stay on top of tasks that you want to focus on today. Tasks from My Tasks and personal plans that are due today will show up in My Day. You can also create tasks that you feel are important and may need your attention.

Your daily dashboard:

Handpicked priorities: Determine and add your main tasks for the day.

Auto-population: Tasks from My Tasks and personal plans that are due today automatically appear on My Day, keeping you on top of important deadlines.

Prioritize and work on these tasks: Once the tasks are on My Day, you can prioritize the tasks in the order you want to accomplish them today.

Start fresh in My Day each day: My Day clears itself every night, so you can start the next day with a blank slate and personalize your day. Any unfinished tasks in My Day that are left over before it clears will be available in the original Plan that they came from.

Track your tasks in My Tasks

Planner offers a purpose-built My Tasks view, designed to centralize all the tasks relevant to you. My Tasks is organized into four distinct views, each serving a unique purpose:

Private tasks :   Private tasks is a place for you to quickly jot down tasks at the speed of thought. This is a place where you can create tasks that do not belong to a plan yet. You can then further organize these tasks inside Plans by selecting More actions, which will help you move these unorganized tasks in definitive plans.

Assigned to me :   Includes all of the tasks that have been assigned to you in Teams meeting notes, basic plans, premium plans, Loop component, and shared lists in To Do.

Flagged emails : All your flagged emails from Outlook appear in the Flagged emails section. You can also navigate to the emails directly from the task by selecting the attachment.

All : The All view provides an aggregation of all your individual tasks from Private tasks, Assigned to me, and Flagged emails. You can then filter and sort to meet your needs. For example, if you want to see all your tasks that are due tomorrow and are urgent, just apply the filter on this view and you will get a curated list of tasks.

See all of your plans with My Plans

The My Plans page in Planner shows all of your plans, no matter where they were created. This includes lists created in To Do, plans created in Planner and Project for the web, Loop plans, plans from Teams meeting notes, and more.

The My Plans page provides five filters to help find the right plan or list:

Recent:  Shows your most recently accessed plans and lists.

Shared:  Shows your shared plans and lists.

Personal:  Shows your personal plans and lists.

Pinned:  Shows all plans and lists you have pinned.

My teams:  Shows all of your plans that are shared with a Team’s channel.

Tip:  Use keywords to quickly find plans and lists by selecting  Filter by keyword .

Create new plans

With plans, you can easily manage your team workload, track work towards team goals, organize work into sprints using agile planning, track dependencies on the timeline view, and more.

Get notifications about Planner tasks

Task notifications will appear in your Teams activity feed both on your desktop and in the Teams mobile app. You'll get a notification when:

Someone else assigns a task to you.

Someone else assigns an urgent task to you.

Someone else makes a task assigned to you urgent.

Someone else makes a task assigned to you not urgent.

Someone else changes the progress of a task assigned to you.

Someone removes you from a task's assignees.

More information

To learn more about what you can do with plans in Planner, please check out:

Manage your Personal Tasks with Planner in Teams

Manage your Team's Plans with Planner in Teams

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Healthy Living with Diabetes

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How can I plan what to eat or drink when I have diabetes?

How can physical activity help manage my diabetes, what can i do to reach or maintain a healthy weight, should i quit smoking, how can i take care of my mental health, clinical trials for healthy living with diabetes.

Healthy living is a way to manage diabetes . To have a healthy lifestyle, take steps now to plan healthy meals and snacks, do physical activities, get enough sleep, and quit smoking or using tobacco products.

Healthy living may help keep your body’s blood pressure , cholesterol , and blood glucose level, also called blood sugar level, in the range your primary health care professional recommends. Your primary health care professional may be a doctor, a physician assistant, or a nurse practitioner. Healthy living may also help prevent or delay health problems  from diabetes that can affect your heart, kidneys, eyes, brain, and other parts of your body.

Making lifestyle changes can be hard, but starting with small changes and building from there may benefit your health. You may want to get help from family, loved ones, friends, and other trusted people in your community. You can also get information from your health care professionals.

What you choose to eat, how much you eat, and when you eat are parts of a meal plan. Having healthy foods and drinks can help keep your blood glucose, blood pressure, and cholesterol levels in the ranges your health care professional recommends. If you have overweight or obesity, a healthy meal plan—along with regular physical activity, getting enough sleep, and other healthy behaviors—may help you reach and maintain a healthy weight. In some cases, health care professionals may also recommend diabetes medicines that may help you lose weight, or weight-loss surgery, also called metabolic and bariatric surgery.

Choose healthy foods and drinks

There is no right or wrong way to choose healthy foods and drinks that may help manage your diabetes. Healthy meal plans for people who have diabetes may include

• dairy or plant-based dairy products
• nonstarchy vegetables
• protein foods
• whole grains

Try to choose foods that include nutrients such as vitamins, calcium , fiber , and healthy fats . Also try to choose drinks with little or no added sugar , such as tap or bottled water, low-fat or non-fat milk, and unsweetened tea, coffee, or sparkling water.

Try to plan meals and snacks that have fewer

• foods high in saturated fat
• foods high in sodium, a mineral found in salt
• sugary foods , such as cookies and cakes, and sweet drinks, such as soda, juice, flavored coffee, and sports drinks

Your body turns carbohydrates , or carbs, from food into glucose, which can raise your blood glucose level. Some fruits, beans, and starchy vegetables—such as potatoes and corn—have more carbs than other foods. Keep carbs in mind when planning your meals.

You should also limit how much alcohol you drink. If you take insulin  or certain diabetes medicines , drinking alcohol can make your blood glucose level drop too low, which is called hypoglycemia . If you do drink alcohol, be sure to eat food when you drink and remember to check your blood glucose level after drinking. Talk with your health care team about your alcohol-drinking habits.

Find the best times to eat or drink

Talk with your health care professional or health care team about when you should eat or drink. The best time to have meals and snacks may depend on

• what medicines you take for diabetes
• what your level of physical activity or your work schedule is
• whether you have other health conditions or diseases

Ask your health care team if you should eat before, during, or after physical activity. Some diabetes medicines, such as sulfonylureas  or insulin, may make your blood glucose level drop too low during exercise or if you skip or delay a meal.

Plan how much to eat or drink

You may worry that having diabetes means giving up foods and drinks you enjoy. The good news is you can still have your favorite foods and drinks, but you might need to have them in smaller portions  or enjoy them less often.

For people who have diabetes, carb counting and the plate method are two common ways to plan how much to eat or drink. Talk with your health care professional or health care team to find a method that works for you.

Carb counting

Carbohydrate counting , or carb counting, means planning and keeping track of the amount of carbs you eat and drink in each meal or snack. Not all people with diabetes need to count carbs. However, if you take insulin, counting carbs can help you know how much insulin to take.

Plate method

The plate method helps you control portion sizes  without counting and measuring. This method divides a 9-inch plate into the following three sections to help you choose the types and amounts of foods to eat for each meal.

• Nonstarchy vegetables—such as leafy greens, peppers, carrots, or green beans—should make up half of your plate.
• Carb foods that are high in fiber—such as brown rice, whole grains, beans, or fruits—should make up one-quarter of your plate.
• Protein foods—such as lean meats, fish, dairy, or tofu or other soy products—should make up one quarter of your plate.

If you are not taking insulin, you may not need to count carbs when using the plate method.

Work with your health care team to create a meal plan that works for you. You may want to have a diabetes educator  or a registered dietitian  on your team. A registered dietitian can provide medical nutrition therapy , which includes counseling to help you create and follow a meal plan. Your health care team may be able to recommend other resources, such as a healthy lifestyle coach, to help you with making changes. Ask your health care team or your insurance company if your benefits include medical nutrition therapy or other diabetes care resources.

Talk with your health care professional before taking dietary supplements

There is no clear proof that specific foods, herbs, spices, or dietary supplements —such as vitamins or minerals—can help manage diabetes. Your health care professional may ask you to take vitamins or minerals if you can’t get enough from foods. Talk with your health care professional before you take any supplements, because some may cause side effects or affect how well your diabetes medicines work.

Research shows that regular physical activity helps people manage their diabetes and stay healthy. Benefits of physical activity may include

• lower blood glucose, blood pressure, and cholesterol levels
• better heart health
• healthier weight
• better mood and sleep
• better balance and memory

Talk with your health care professional before starting a new physical activity or changing how much physical activity you do. They may suggest types of activities based on your ability, schedule, meal plan, interests, and diabetes medicines. Your health care professional may also tell you the best times of day to be active or what to do if your blood glucose level goes out of the range recommended for you.

Do different types of physical activity

People with diabetes can be active, even if they take insulin or use technology such as insulin pumps .

Try to do different kinds of activities . While being more active may have more health benefits, any physical activity is better than none. Start slowly with activities you enjoy. You may be able to change your level of effort and try other activities over time. Having a friend or family member join you may help you stick to your routine.

The physical activities you do may need to be different if you are age 65 or older , are pregnant , or have a disability or health condition . Physical activities may also need to be different for children and teens . Ask your health care professional or health care team about activities that are safe for you.

Aerobic activities

Aerobic activities make you breathe harder and make your heart beat faster. You can try walking, dancing, wheelchair rolling, or swimming. Most adults should try to get at least 150 minutes of moderate-intensity physical activity each week. Aim to do 30 minutes a day on most days of the week. You don’t have to do all 30 minutes at one time. You can break up physical activity into small amounts during your day and still get the benefit. 1

Strength training or resistance training

Strength training or resistance training may make your muscles and bones stronger. You can try lifting weights or doing other exercises such as wall pushups or arm raises. Try to do this kind of training two times a week. 1

Balance and stretching activities

Balance and stretching activities may help you move better and have stronger muscles and bones. You may want to try standing on one leg or stretching your legs when sitting on the floor. Try to do these kinds of activities two or three times a week. 1

Some activities that need balance may be unsafe for people with nerve damage or vision problems caused by diabetes. Ask your health care professional or health care team about activities that are safe for you.

Stay safe during physical activity

Staying safe during physical activity is important. Here are some tips to keep in mind.

Drink liquids

Drinking liquids helps prevent dehydration , or the loss of too much water in your body. Drinking water is a way to stay hydrated. Sports drinks often have a lot of sugar and calories , and you don’t need them for most moderate physical activities.

Avoid low blood glucose

Check your blood glucose level before, during, and right after physical activity. Physical activity often lowers the level of glucose in your blood. Low blood glucose levels may last for hours or days after physical activity. You are most likely to have low blood glucose if you take insulin or some other diabetes medicines, such as sulfonylureas.

Ask your health care professional if you should take less insulin or eat carbs before, during, or after physical activity. Low blood glucose can be a serious medical emergency that must be treated right away. Take steps to protect yourself. You can learn how to treat low blood glucose , let other people know what to do if you need help, and use a medical alert bracelet.

Avoid high blood glucose and ketoacidosis

Taking less insulin before physical activity may help prevent low blood glucose, but it may also make you more likely to have high blood glucose. If your body does not have enough insulin, it can’t use glucose as a source of energy and will use fat instead. When your body uses fat for energy, your body makes chemicals called ketones .

High levels of ketones in your blood can lead to a condition called diabetic ketoacidosis (DKA) . DKA is a medical emergency that should be treated right away. DKA is most common in people with type 1 diabetes . Occasionally, DKA may affect people with type 2 diabetes  who have lost their ability to produce insulin. Ask your health care professional how much insulin you should take before physical activity, whether you need to test your urine for ketones, and what level of ketones is dangerous for you.

Take care of your feet

People with diabetes may have problems with their feet because high blood glucose levels can damage blood vessels and nerves. To help prevent foot problems, wear comfortable and supportive shoes and take care of your feet  before, during, and after physical activity.

If you have diabetes, managing your weight  may bring you several health benefits. Ask your health care professional or health care team if you are at a healthy weight  or if you should try to lose weight.

If you are an adult with overweight or obesity, work with your health care team to create a weight-loss plan. Losing 5% to 7% of your current weight may help you prevent or improve some health problems  and manage your blood glucose, cholesterol, and blood pressure levels. 2 If you are worried about your child’s weight  and they have diabetes, talk with their health care professional before your child starts a new weight-loss plan.

You may be able to reach and maintain a healthy weight by

• following a healthy meal plan
• consuming fewer calories
• being physically active
• getting 7 to 8 hours of sleep each night 3

If you have type 2 diabetes, your health care professional may recommend diabetes medicines that may help you lose weight.

Online tools such as the Body Weight Planner  may help you create eating and physical activity plans. You may want to talk with your health care professional about other options for managing your weight, including joining a weight-loss program  that can provide helpful information, support, and behavioral or lifestyle counseling. These options may have a cost, so make sure to check the details of the programs.

Your health care professional may recommend weight-loss surgery  if you aren’t able to reach a healthy weight with meal planning, physical activity, and taking diabetes medicines that help with weight loss.

If you are pregnant , trying to lose weight may not be healthy. However, you should ask your health care professional whether it makes sense to monitor or limit your weight gain during pregnancy.

Both diabetes and smoking —including using tobacco products and e-cigarettes—cause your blood vessels to narrow. Both diabetes and smoking increase your risk of having a heart attack or stroke , nerve damage , kidney disease , eye disease , or amputation . Secondhand smoke can also affect the health of your family or others who live with you.

If you smoke or use other tobacco products, stop. Ask for help . You don’t have to do it alone.

Feeling stressed, sad, or angry can be common for people with diabetes. Managing diabetes or learning to cope with new information about your health can be hard. People with chronic illnesses such as diabetes may develop anxiety or other mental health conditions .

Learn healthy ways to lower your stress , and ask for help from your health care team or a mental health professional. While it may be uncomfortable to talk about your feelings, finding a health care professional whom you trust and want to talk with may help you

• lower your feelings of stress, depression, or anxiety
• manage problems sleeping or remembering things
• see how diabetes affects your family, school, work, or financial situation

Ask your health care team for mental health resources for people with diabetes.

Sleeping too much or too little may raise your blood glucose levels. Your sleep habits may also affect your mental health and vice versa. People with diabetes and overweight or obesity can also have other health conditions that affect sleep, such as sleep apnea , which can raise your blood pressure and risk of heart disease.

NIDDK conducts and supports clinical trials in many diseases and conditions, including diabetes. The trials look to find new ways to prevent, detect, or treat disease and improve quality of life.

What are clinical trials for healthy living with diabetes?

Clinical trials—and other types of clinical studies —are part of medical research and involve people like you. When you volunteer to take part in a clinical study, you help health care professionals and researchers learn more about disease and improve health care for people in the future.

Researchers are studying many aspects of healthy living for people with diabetes, such as

• how changing when you eat may affect body weight and metabolism
• how less access to healthy foods may affect diabetes management, other health problems, and risk of dying
• whether low-carbohydrate meal plans can help lower blood glucose levels
• which diabetes medicines are more likely to help people lose weight

Find out if clinical trials are right for you .

Watch a video of NIDDK Director Dr. Griffin P. Rodgers explaining the importance of participating in clinical trials.

What clinical trials for healthy living with diabetes are looking for participants?

You can view a filtered list of clinical studies on healthy living with diabetes that are federally funded, open, and recruiting at www.ClinicalTrials.gov . You can expand or narrow the list to include clinical studies from industry, universities, and individuals; however, the National Institutes of Health does not review these studies and cannot ensure they are safe for you. Always talk with your primary health care professional before you participate in a clinical study.

This content is provided as a service of the National Institute of Diabetes and Digestive and Kidney Diseases (NIDDK), part of the National Institutes of Health. NIDDK translates and disseminates research findings to increase knowledge and understanding about health and disease among patients, health professionals, and the public. Content produced by NIDDK is carefully reviewed by NIDDK scientists and other experts.

NIDDK would like to thank: Elizabeth M. Venditti, Ph.D., University of Pittsburgh School of Medicine.

Home Blog PowerPoint Tutorials How To Present an Action Plan

How To Present an Action Plan

Creating a plan of action helps managers and executives implement their vision. Turn it into reality efficiently and with accountability of the involved stakeholders.

What is an Action Plan?

According to Wikipedia , an Action Plan is a list, with a sequence of tasks and resources, which outlines needed actions and when they need to be carried out, to achieve predefined goals. Action Plans are a very popular management tool within professional organizations. They are extensively used during strategic planning for their simplicity and effectiveness in a reality check.

Benefits of Creating an Action Plan

Action plans are very useful for communicating strategies and establish a clear direction. They provide visibility of objectives and the steps required to make them tangible, concrete. A plan of action breaks down the entire vision into achievable pieces that are manageable and executable. During this process, executives are able to visualize the strategy into smaller chunks and identify during this planning phase if they are realistic enough or if there exist constraints that can disqualify them before even creating projects or initiatives. Generally, Action Plans evolve into Plans which will provide detailed description of tasks, resources, timelines and their preconditions, and can then be monitored during execution.

Key Elements of an Action Plan

Action Plans can differ in structure depending on the area of application or planning practices. Most of them share the following six main components.

1. Describe Your Objectives

Start by defining and describing the objectives you’re trying to achieve. There may be one overarching goal for your strategy, or there may be various. This is an integral part of goals based strategic planning . Break down the vision into objectives and move into the next steps. The objective should be clear and self-explanatory. You can start with a one-liner and iterate drill-downs into more detail.

2. Break Down Tasks and Steps

Break down your objectives into tasks. Visualize the steps that need to be done in order to achieve the goal. Depending on how large the objective is, you may need to break it down into categories or phases, before listing the steps needed. Be exhaustive with this list in order to avoid any unforeseen hurdles in the process.

3. Assign People Responsible

Specify who or what team will be in charge of performing each of the tasks and steps previously listed.

4. Establish Deadlines and Milestones

Make sure you specify when each of the previous tasks should be completed, taking into account review and rework time. If you’ve broken down your action plan into phases, then establish the milestones at each phase in your plan of action. Make sure to determine precedence and preconditions to identify bottlenecks.

5. Anticipate Needed Resources

Visualize what people and resources you will need to get each of the tasks completed? Reasoning about resources is critical to understand the size and dimensions of the endeavor. This step is critical for a reality check.

6. Plan Progress Metrics

No plan is complete until progress and achievement indicators are defined. Individual tasks, milestones, and overall objectives will have their own ways to measure progress and completion. Establish this from the beginning to be able to carry out the appropriate monitoring and control.

How to Make Sure Your Action Plan is Effective

Visualize your action plan.

We can’t stress enough how important it is to have a visual form of your action plan. It will give you an idea of where to go and what your goal is. If you can see it in front of you, it’s easier to follow. Try using action plan PowerPoint templates to make this visualization process all the more easier (and probably more attractive).

Write SMART Goals

SMART stands for specific, measurable, achievable, realistic, and timely. As long as you set your SMART Goals with these key points in consideration, you will be able to reach your objective more effectively. Apart from the SMART Goals method, you can use the OKR framework (Objectives Key Results) to add another level of formality to your objective-setting process. Finally, every goal should pass the “reality check” reasoning. You can read further how to apply critical thinking goals .

Involve the Whole Team in the Planning

Making the best action plan isn’t just the job of managers and executives. The whole team should be involved. Everyone needs to know what their specific roles and responsibilities will be. Teams and individuals need to sign off and accept the tasks and their timeline. If any of the planned activities is at risk of completion, this should be identified and analyzed as soon as possible.

Know Each Step In-Depth

You need to know which tasks are more essential than others, which tasks depend on others being done first, and which are more flexible. This means adding your tasks into a detailed plan. Identify duration, precedence and resources involved.

Break Your Project into Milestones

Milestones are checkpoints during which management and team review what has been worked on and what is done already. These are like small goals you want to reach on your way to the larger objective. It is an essential part of monitoring activities. Make sure milestones are clear and associated with a deliverable.

Go Over the Action Plan (With Others)

Take this space as an opportunity to bring in other people and hear their opinions on the feasibility of your steps, deadlines, roles, and milestones. Make sure your action plan can be easily tracked, is comprehensive, and is accessible to everyone involved, from team members to stakeholders. Everyone should be able to understand what it is and where you are on the project.

Monitor, Measure, and Update as You Go

This might be the most important step in making sure your action plan is effective. You’ll need to be constantly following up on the tasks, checking in with the players, and adjusting when needed. Monitoring should be objective. This means a clear KPI should be used for this purpose. You can start with the basics as “progress of completion” over time, but depending on the level of sophistication, you can include more complex KPIs as budget burn down or risks related KPI’s.

How to Present Your Action Plan?

Presenting an action plan to an audience is a common task in all types of organizations. In every endeavor someone needs to approve the initiative, be it to get it funded or to approve the team’s efforts. Also people need to be notified about the action plan in order to understand its scope and how they are involved, or if any of the planned tasks will affect in any way. There is a difference between the steps involved in writing an action plan (as described above) and the required steps to present the action plan. Mainly because the purposes are different. The creation of an action plan is a planning activity. In this case, the people involved are picturing objectives and how they materialize through actions.

On the other hand, presenting an action plan is a communication activity. The presenter/s needs to clearly transmit the objectives of the action plan, list the high level tasks involved and be able to communicate which were the facts evaluated, during the planning process. Decisions made to reach the plan are also important as they distill the reasoning behind the plan.

As general guidance, we suggest following presentation best practices. Check our guides on how to make a presentation and how to start a presentation .

In the next section, we break down the suggestions in three, based on the objective of the presentation; Persuade, Inform, Monitor & Control.

Present Your Action Plan to Persuade

If you want to persuade an educated audience to approve your action plan, there are three items you will need to highlight:

Achieving the action plan objectives needs to provide a benefit to the audience. Make sure your message is clear. Highlight how the objectives solve an existing problem/pain or how they materialize items of the organization strategy.

Implementation of the Vision

After you present the benefits, you need to communicate how it was planned to achieve them. Ideally a high level roadmap should be presented, in order to allow the audience to divide the solution in smaller pieces and picture the sequence of events.

Return of Investment

The action plan has costs and resources associated. Instead of deliberately explaining the costs of execution, adapt the message monetizing the benefits and contrasting them against the costs. This should be a positive percentage of increase over the investment. Show how this return is evaluated and which time frame covers it. Finally, contrast the return against the option of not doing . This generally settles the idea in the audience and triggers acceptance subconsciously.

Persuading is generally conceived more as an art rather than a science. But science has progressed a lot in this field and there are several frameworks and techniques you can apply. Check out our guide on how to deliver a persuasive speech , or one of our favorite frameworks, the rhetorical triangle .

Present your action plan to Inform

Presenting an action plan to inform is a common task in organizations. Be it before or after approval, informing the stakeholders about the action plan, will align expectations and will help gaining traction within the involved teams or individuals.

The Action Plan presentation will need to focus on two areas, purpose and activities.

To resonate with the audience, it is essential to inform how the action plan will help achieve goals that have a purpose. The message should be crafted in a way that connects with the audience and triggers interest. Empathy is crucial. Fulfilling a purpose is always more powerful as a goal rather than other concepts such as “making more money”. To achieve this, connect the goals and tasks with the strategic vision they are trying to materialize.

As an example, you can think of an organization that sells auto parts. One of the action plan objectives is to produce cheaper parts without compromising quality. The presenter can inform the audience about this objective with an associated purpose like investing more in reducing emissions (which is a concept extracted from the strategy).

Execution of any plan is crucial. Before the endeavor starts, it is necessary to inform everyone involved about their responsibility in the plan, with which resources they will count on, the expected timeline and the relationship between tasks and resources.

Every activity should answer one of the following questions:

• Why is the activity part of the plan?
• Where should the activity happen?
• Who (team or individual) is responsible for carrying out the activity and knowing about it?
• What resources are planned to consume during the activity.?
• When should the activity start and end?
• How will the activity be carried out?

These questions (also known as the 5W1H framework ) will help you drill down the action plan and inform appropriately.

Present your plan for Monitoring and Control

All plans are created to follow and evolve. Once the action plan is converted into a project or program, execution starts, and the management practices too. Management will define regular checkpoints for evaluating the current progress of the activities, resource consumption and achieved goals.

During monitoring and control presentations, the presenter should communicate a simple concept. Current status, versus previous status versus planned status at this point. In this way, the audience will be able to understand where the tasks are at the present time, which was the evolution compared to the previous meeting, and which is the deviation compared to the planned status at this point.

After this presentation, a new set of activities will be planned according to deviations and achievements, and the plan will be updated for future analysis.

Free Action Plan Template

Put all your theoretical knowledge into practice and start developing your own Action Plan with our free template. Thanks to our Action Plan Template you will be able to develop each of the objectives of your project and break down each of its tasks, assigning responsibilities, deadlines and priorities. This action plan presentation template will allow you to organize your teamwork, and optimize time and effort.

Remember: Action Plans Are Not Set in Stone

Action plans are supposed to help organize strategy vision implementations from the beginning, as well as monitor progress throughout. Sticking to the plan is a laudable feat, but not the only endgame. As the initiative takes on its own life, you’ll find tasks you hadn’t anticipated, issues that keep people from delivering as you’d hoped, and many other barriers to success. However, that shouldn’t faze you. Use your action plan as a guide, but be prepared to problem solve and do what it takes to get your project done. If you get it done on the deadline you’d established in the beginning, then give yourself a mighty pat on the back. And if you don’t… You can be sure you’ll have learned many valuable things for the next time you start a new project and create a brand new action plan.

1. Action Plan PowerPoint Diagram

The Action Plan PowerPoint Diagram is designed for Consultants, Managers, or executives in the path of deploying action planning in an organization. The template enumerates the six necessary elements of every action plan. It uses a modern PowerPoint diagram with custom-made PowerPoint icons. Presenters can use these visual metaphors later in any presentation related to the topic, creating a cohesive theme.

Use This Template

2. Goals Based Strategic Planning PowerPoint Templates

Action Plans are created through different Corporate Planning Activities. For example, when applying a Goals-Based Strategy, executives need to write the action plan to execute and target the specified goals. In the Goals Based Strategic Planning PowerPoint Template, there is a specific slide where the action plan is summarized according to the goals created to follow the corporate strategy.

3. Action Plan Slide Template for PowerPoint

The Action Plan Slide Template for PowerPoint is a simple and useful One Pager to write an action plan. Its design seeks to establish a primary objective and break it down into different vital areas and steps to monitor and control its execution. This presentation is a minimalistic approach to Action Planning. The user can display a simple plan and describe each of its steps in detail.

4. Action Priority Matrix PowerPoint Template

The Action Priority Matrix is a management tool designed to prioritize Actions. Based on this concept, the Action Priority Matrix PowerPoint Template provides a visually appealing representation of the matrix that can explain the different prioritization decisions made during the Action Planning process and why specific actions were prioritized or discarded.

5. Project Work Plan Template

The Project Work Plan Template provides a simple layout for a manager when generating and presenting an Action Plan. This work plan template , compatible with PowerPoint and Google Slides, allows establishing an estimated work time, main objectives, the estimated budget, and which team will be responsible for carrying out the tasks. It also allows setting the different phases and milestones of the action plan.

6. 30-60-90 Day Plan Slides for PowerPoint

The 30 60 90 Day Plan is a valuable presentation for new managers and executives of a company, seeking to generate and present an action plan with clear objectives and an estimated time of 3 months. This presentation allows establishing the key areas to work on and the tasks for each of the three months and selecting the different KPIs to measure the success of the actions to be taken.

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Project Execution, Project Management, Project Planning, Strategy Filed under PowerPoint Tutorials

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• San Marcos, TX leaders visit to learn about Louisville economy

LOUISVILLE — Last week, the San Marcos Area Chamber of Commerce brought a group of more than 40 business leaders on their annual InterCity Conference to Greater Louisville. The group spent three days visiting both Louisville and Lexington and ended their visit with a presentation on workforce development and regional economic development from the Greater Louisville Inc. team.

“Every year, GLI takes business leaders to another city to glean best practices on our annual GLIDE trip, so it is always great to host other cities who want to learn from us,” said Sarah Davasher-Wisdom, president and CEO, Greater Louisville Inc. “We were honored to host San Marcos and look forward to seeing how they implement takeaways on Greater Louisville’s workforce and economic development programs.”

During their stay, San Marcos business leaders took part in a range of sessions including learning about workforce development, public private partnerships, and meeting with employers. Organizers also provided authentic Kentucky experiences at Churchill Downs, Keeneland, and stops on the Kentucky Bourbon Trail.

GLI’s Clark Welch, vice president of economic development, Christine Tarquinio, vice president of talent, workforce, and brand strategies, and Natalie Grubbs, director of economic development, delivered the closing presentation which focused on GLI’s Live in Lou initiative and Greater Louisville Partnership. Key takeaways included an overview of GLI’s talent outreach strategies and an explanation of how Louisville has benefitted from enacting a regional approach to economic development.

“We selected this vibrant city because it offers excellent examples of regional collaboration, economic development and innovative placemaking for our community leaders to study,” said Page Michel, president and CEO, San Marcos Area Chamber of Commerce. “As we gather here, we can glean new ideas and cultivate meaningful connections. This will all be instrumental when we return to our home city to work on future goals together.”

The San Marcos Area Chamber of Commerce serves more than 500 members, representing over 13,000 people. As the 2019 Chamber of the Year, GLI, which represents 15 counties in Kentucky and Indiana, has hosted several Chambers of Commerce on learning expeditions over the years. GLI also offers similar opportunities for Greater Louisville business leaders to visit other communities through the annual GLIDE program, which will take business leaders to San Antonio, Texas in September.

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PANEL: Managing Cryptography: Cryptographic Discovery & PQC Migration

Description.

The NCCoE Migration to PQC project offers a panel during which we will share our progress and insights gained from our work with our collaborators. Our project seeks to ease the Migration to PQC. We have focused on cryptographic discovery and on interoperability and performance of the draft algorithms in selected communication protocols.

NIST SP 1800-38B, Quantum Readiness: Cryptographic Discovery , is a preliminary draft offering (1) a functional test plan that exercises the cryptographic discovery tools to determine baseline capabilities; (2) a use case scenario to provide context and scope our demonstration; (3) an examination of the threats addressed in this demonstration; (4) a multifaceted approach to start the discovery process that most organizations can start today; and (5) a high-level architecture based on our use case that integrates contributed discovery tools in our lab.

Presented at

5th PQC Standardization Conference (2024) [in-person]

Event Details

Fifth PQC Standardization Conference

Related Topics

Security and Privacy: post-quantum cryptography