1. Driving Successful Projects
[Your company logo here]
Driving Successful Projects
The Business Case for LiquidPlanner
Schedule your pitch meeting at a time when your stakeholders are going to be most receptive. Then, bring your proposal, this presentation, and your FAQ and objection cheat sheets.
[Your company name here]

2. Vision
A world where projects are delivered on time and on budget and status meetings evolve to strategy meetings.
Begin your presentation with the end in mind. Open with a description of what could be achieved with this new tool. Your goal is to build your stakeholders’ interest before you even begin your pitch.

3. Our Business Objectives
Improve time-to-market for new product or service releases.
Business Objective 2:
Reduce delays and customer disappointments from supply-chain changes, resource constraints, or re-prioritization by management.
Business Objective 3:
Improve employee engagement and reduce turnover.
Now, illustrate that you’re approaching this from the perspective of your stakeholder. To do this, choose three of your company’s objectives to target. If you’re unsure, work with your manager to determine these.

4. Why do we need a different way of managing projects?
Challenges of Traditional Methodologies
Capabilities of Dynamic Project Management
Priorities
Priorities are scattered and disjointed. Difficult to keep up with changes.
Priorities are clear, easy to change, and are accounted for in the schedule.
Timelines
Uncertainty is high. Timelines and budgets are unreliable because they are usually out-of-date.
Uncertainty is managed with ranged estimates (best case and worst case scenarios) and automatic schedule recalculations.
Communication
Frequent communication gaps and delays.
Single platform for communication increases visibility around progress and risks.
Ownership
One person is responsible for manual and cumbersome project updates. Single point of failure.
Team members maintain projects collaboratively with a sense of accountability.
Analytics
Lack of performance metrics and retrospective project data.
Visual analytics. Capture and compare estimated time to actual duration.
With your objectives in mind, list the ways your current project management system is impeding progress in this area. Then, explain how a new tool will help overcome these challenges and drive results.

5. The right project management software can help us achieve our business goals.

6. What is LiquidPlanner?
LiquidPlanner is a dynamic project management solution that automatically accounts for uncertainty, resource constraints, and changes in priorities and scope.
Automatic schedules
Not a static spreadsheet or task management tool
Cloud-based; iOS and Android apps available
Real-time dashboards and analytics
Briefly introduce the tool and list the features that will be most attractive to your stakeholders.

7. Our Current PM Tool vs LiquidPlanner
MS PROJECT
LIQUIDPLANNER
Accountability
Project manager, single point of failure
Crowd-sourced across the team
Estimates
Single number, deterministic
Best case to worst case range, fact-based incorporation of uncertainty
Change
Manually collect updates, re-calculate the schedule, assess cross-team impact
Always live, automatically updated
Status
In person / / meetings
Dashboards deliver Real-time updates
Multi-project scheduling
Manual, difficult, delayed; every project is separate
Automated, dynamic, current; projects and resources are connected
Analytics
Limited, external product dependencies
Native, access to external analytics if desired
Visibility
Limited
Native
Compare current system capabilities to the proposed PM tool.

8. Saved Meeting Time Alone Pays for LiquidPlanner
Reducing meetings and manual schedule maintenance saves us 16 hours per month or 192 hours per year
For our team of 12, that’s 2,304 hours per year (equating to $76,032 in salaried hours) that can be applied to project work
Increased capacity of 10% allows us to go from 8 projects to 9.6 projects completed per year
Additional annual revenue of approximately $55,000
Find your own real world scenarios that demonstrate the value a new project management tool would bring.

9. Demo
During the meeting, use a conference room projector to demo the software so stakeholders can better picture how their teams will use it. As you walk through your proposal, demonstrate the features and functionalities and explain how these are an improvement from your current system.

10. Implementing LiquidPlanner
Technical Logistics
IT Implementation: [Description]
Integration Setup: [Description]
Process Logistics
Workflow Adjustments: [Description]
Replace Existing Tools: [Description]
Consider implementation logistics, which includes things like IT involvement and adjustments to existing workflows. Once you’ve identified areas of impact, contact the people at your company who will help with these logistics and get rough estimates for the amount of effort each item will require. They also might be able to suggest implementation steps or requirements you didn’t think of. Meeting with the right people will ensure that you have answers to your stakeholders’ questions.

11. [Your name], [Your title]
Contact
[Your name], [Your title]
[Phone number]
[ address]
When you reach the end of your pitch, restate your proposal for adopting or piloting a new tool. Then, allow your stakeholders ample time to ask questions. Be prepared to respond to common questions and objections.