Consultancies, project or programme delivery teams often use the benefits of an integrated summary plan on a page. This concept refers to a succinct one-page visual representation that sets out a long-term delivery plan spanning over 12-18 months of activities. An integrated summary plan representation will also show the workstreams and the points of collaboration between them to achieve a common goal.

Plan on a page documents create transparency and help delivery teams - Bogdan Ciocoiu

A plan on a page will leverage the Y-axis to highlight a timeline such as weeks, months or quarters and use symbols to reflect the deliverables and the roles and responsibilities of the executive teams. PowerPoint or Keynote are the primary tools used to create integrated summary plans and technical programme and project delivery reports because of the ease and level of flexibility.

Notably, Microsoft project or alternative tools such as Assana, Teambox, Jira, Primavera, Microsoft Planner, Power BI, Tableau or others can also represent individual formats for similar plans. However, using PowerPoint or Keynote is highly efficient, given that project and programme plans might require a high level of flexibility.

Planning dashboards also allow for complete flexibility in terms of the themes they use, which means that should there be any preference in terms of corporate colours or the colour scheme, using PowerPoint or Keynote will provide that level of flexibility to leverage any colour scheme, including your client’s template, corporate colours, symbols and fonts.

Next steps:

Get in touch with us using the form below to develop your programme or project’s plan on a page. Send us a brief description of the initiative and any milestones or deliverables you may have committed to providing. The amount of information required showing on the planning page influences the complexity and readability of the file; therefore, please share with us such information as you have, and we will prioritise it for you to show only the critical milestones and workstream interfaces.

We will ensure that any integration between work streams or projects highlights existing dependencies and set out roles and responsibilities, quality assurance checks, and sign-offs for all deliverables and artefacts.

Let us have a conversation first to understand your requirements, and then we will agree on the next steps.

We usually respond within 1-2 days.
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