Project Presentation to Client

Edniel

As you have 2.8 years of experience in planning I’m sure you had the chance to join some project presentations.

What to show?
- Contractual milestones; plan versus actual
- S-curves
- Status of main deliverables
- If project will continue as started, will targets be achieved in time, within budget and in agreed quality
...

It’s depending on the project.

Software: If you use a tool, show significant screenshots and reports from that tool.

Good luck
Dieter

Hi Edniel

I use powerpoint for presentations.

The most useful tool is the "PrintScreen" key from the programme software which is then pasted onto powerpoint and edited with the "Picture Edit" toolbar.

I then add text boxes and callouts to explain what is on the screen.

Best regards

Mike Testro.

Edniel,

I suggest that you focus on "key figures", i.e. how much the client will profit from this project?

cheers

Edniel,
Very important that you only put relavant and easily explained information on the screen.

If you can aim to cover all the major bases in the presentation in a very succinct set of screen shots and dot points, you can then use your deeper understanding of the project to talk off slide or answer the questions as they flow from the client.

Just make sure there is nothing in the presentation that you are unsure of or would have difficulty explaining (or for that matter the client wont understand).

Good luck
Andy

Dear Edniel,

It is highly recommended that you print out 1 (ONE) page and give to your client during the meeting. This page will contain most of the information in your presentation.

The key issue that the Client would need to know is the progress/ Changes/ time schedule. So Basically you can talk about:

1. Scope: % completed until now
2. Time: % completed until now
2.1 Schedule: Planned, Updated, Expected Finish date.
2.2 Critical Path.
3. Cost: % invoiced until now.
4. Change Orders: No of Change orders and Value
5. Change Orders in process, under review, pending approval.
6. Issues.
7. Open discussion.

All you presentation should be available on CD to be given to the client immediately after the meeting.

Best Regards,

Samer

Dear all,

Can I add in the presentation status of shop drawings, manpower & procurement issues even if some of these info are already delayed?

I have this impression that we should avoid (if possible) showing delays to the Client.

Thanks to Dieter, Mike, Andrew, Anoon and Samer. This is really the place to go.

Best of all,
Edniel

Edniel

In Germany there is a saying "You shouldn’t wake up sleeping dogs". This is to be decided by the PM. If such delays are relevant for project’s end: I prefer yes together with a recovery plan, if not: depends on project, customer, relationship between the parties - a more political decision.
If you’ll show delays, always add a recovery plan or show that they aren’t relevant for contractual dates.
In most of standard contracts - FIDIC, German VOB, ... - you are obliged to show delays when they occur.
The use of Powerpoint in my opinion is ok if visible that the data is from the scheduling tool - screenshot, ...

Good luck!

Dieter

Dear Edniel,

It depends on the type of project that you have. Like Dieter said, the information presented should be decided by the Project Manager.

On some projects, the client will have expeditors at site and they will know more information about the site than the Contractor’s management team.

It also depends on the time during the project life that you will give the presentation. At the beginning of the project life time, Shop Drawings and Material Status Summary is very important, whereas, if you are over 75% of the project duration, these reports are not that important because everyone is expecting to know about what is holding back the project to achieve the target dates and who should do what to complete the project.

Take this opportunity to deliver the right message to the stakeholders to assist the Project Team to complete the project.

With best regards,

Samer