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Topics: Consulting, Healthcare, Marketing and Sales
Implementation Plan for Healthcare Business Proposal
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Hi everyone, I'm new to MS Project and only have less than 1 year of experience with Project Management. I'm helping my company writing an implementation plan using MS Project for a healthcare business proposal My boss doesn't like Gantt Chart because it's too busy to look at. Besides our customers, who will make decisions, do not have Project Management background and so they won't be able to interpret Gantt Chart. But my company and our competitors have always use Gantt Chart to create implementation plans in our proposals. My questions are: Is there a way to make Gantt chart more presentable so people with no Project Management background can read and understand it? Or is there another way to present implementation plan without using a Gantt chart? Many thanks!
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I use MS Project. When communicating a project to customers I often use both a task list and a network diagram showing milestones. Customers can use the network diagram to view the project at an easy-to-understand high level, and they can use the task list when they want to view details.
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1 reply by Anh Lucci
Apr 24, 2017 1:29 PM
Anh Lucci
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Thanks Eric, but there's a page number limit on the proposal so we can't be that flexible. Besides, we will have to convert it to pdf to include with the proposal.
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Think of the Gantt Chart as the detailed view for the whole project. I don't recall the last time I needed to share it with anyone.

Occasionally, I'll use the timeline feature in MS Project. Most of the time I use Visio to create a swimlane diagram of a schedule summary, focusing on higher level work packages, milestones, and key events.

Most non-project managers where I work do not have MS Project, so I have to either create a PDF (to just share the schedule) or I have to copy and paste it into Word, Excel, or PowerPoint if I want to manipulate it before sending it out. Since I deal with multiple time zones for some of my implementations, detailed events, such as production cutovers, are done only in Excel with work displayed in the time zone where it will be performed.

My point is that you have an arsenal of tools to help communicate the project in multiple ways. Being able to tailor your communication to the needs of your audience will serve you better than being an expert in MS Project. Don't get me wrong, there's nothing wrong with being an expert in MS Project. The more you know how to use it, the more you can get out of it. Just don't lock yourself into using it to the exclusion of tools that may be better suited to presenting information in a way that your audience will actually read.
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1 reply by Anh Lucci
Apr 24, 2017 1:31 PM
Anh Lucci
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Thanks Aaron, I'm not familiar with Visio, but the swimlane diagram doesn't show start and end dates and duration.
Network:250



Apr 24, 2017 12:38 PM
Replying to Eric Simms
...
I use MS Project. When communicating a project to customers I often use both a task list and a network diagram showing milestones. Customers can use the network diagram to view the project at an easy-to-understand high level, and they can use the task list when they want to view details.
Thanks Eric, but there's a page number limit on the proposal so we can't be that flexible. Besides, we will have to convert it to pdf to include with the proposal.
Network:250



Apr 24, 2017 12:58 PM
Replying to Aaron Porter
...
Think of the Gantt Chart as the detailed view for the whole project. I don't recall the last time I needed to share it with anyone.

Occasionally, I'll use the timeline feature in MS Project. Most of the time I use Visio to create a swimlane diagram of a schedule summary, focusing on higher level work packages, milestones, and key events.

Most non-project managers where I work do not have MS Project, so I have to either create a PDF (to just share the schedule) or I have to copy and paste it into Word, Excel, or PowerPoint if I want to manipulate it before sending it out. Since I deal with multiple time zones for some of my implementations, detailed events, such as production cutovers, are done only in Excel with work displayed in the time zone where it will be performed.

My point is that you have an arsenal of tools to help communicate the project in multiple ways. Being able to tailor your communication to the needs of your audience will serve you better than being an expert in MS Project. Don't get me wrong, there's nothing wrong with being an expert in MS Project. The more you know how to use it, the more you can get out of it. Just don't lock yourself into using it to the exclusion of tools that may be better suited to presenting information in a way that your audience will actually read.
Thanks Aaron, I'm not familiar with Visio, but the swimlane diagram doesn't show start and end dates and duration.
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1 reply by Aaron Porter
Apr 24, 2017 3:21 PM
Aaron Porter
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There's nothing automatic when creating the swimlane in Visio (or PowerPoint), but you can add the detail in, manually.
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Anh,

Try the timeline approach Aaron suggested. You can add the summary tasks to the timeline, and also callout any tasks needing special attention. MS Project offers an easy way to copy the timeline out for presentations or emails.

MS Project 2016 offers the ability to have multiple timelines, so you can have a more detailed timeline for team members, and a more broad view timeline for executives.

http://www.knowledgewave.com/blog/multiple...crosoft-project

Additionally, if your organization uses SharePoint, you can sync your project and timeline with a SharePoint task list, providing a platform to share information as needed to all stakeholders.

Good Luck. Keep us posted on your progress.
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I use either Visio or Excel to create high-level GANTT charts. MS Project will show all of the activities, but if you roll them up your chart will just show the high-level stuff as well.
Network:615



Apr 24, 2017 1:31 PM
Replying to Anh Lucci
...
Thanks Aaron, I'm not familiar with Visio, but the swimlane diagram doesn't show start and end dates and duration.
There's nothing automatic when creating the swimlane in Visio (or PowerPoint), but you can add the detail in, manually.
Network:447



Task list in MS Project could be very extensive, try with a timeline of milestones, and you can add any detail you consider important
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I'm surprise you don't need to include the full schedule in the proposal, at least has an annex.

You can present a high level GANTT, (like Engineering, procurement, construction, transfer)
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Agree with my colleagues here . Milestones using MS Project would provide most value. It shows the dates , key milestones, time line for your project . you can also include the Work Breakdown Structure as a Visio diagram to show what work will be done on the project and attach, as Vincent said, the detailed schedule in the Appendix.
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