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We made a Gantt chart in Word! (And so can you)

9/16/2025

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Businesswoman creating a Gantt chart at her computerGreat photo by Grok.
Here at Copel Communications, we recently helped a client of ours to plan, execute, and roll out a new product. It was a big initiative, spanning several months. 
 
Our client, not surprisingly or unreasonably, asked us to craft the rollout plan, along with a Gantt Chart so they could easily visualize the process. 
 
You know what a Gantt Chart is, right? It was invented by an early 20th century management consultant named Henry Chart. 
 
Okay, we couldn’t resist that one. It was Henry L. Gantt. And the chart—you’ve seen tons of them—is made up of little colored horizontal bars that “move forward” over time, showing what gets done and when. 
 
It’s basically a matrix. For ours, the vertical columns represented months, going forward in time from left-to-right. 
 
And the horizontal rows represented the different activity streams of this project. Some would, say, start in August and run through October. Others wouldn’t start until November, but would run for six months. And so on. 
 
Confession: We are not Excel mavens here at Copel Communications. If you are, we salute you! But you might still pick up a tidbit or two from this article. 
 
List, then draw
 
The plan/execute/rollout initiative was, as we’d mentioned, very detailed. Indeed, the way for us to even wrap our minds around it was doing it as an outline.
 
And that’s how we proceeded. 
 
It went something like this: 
 
Step One: Write up the highest-level bullet points of the outline. Things like “Come up with product ideas.” “Develop the best idea.” “Create marketing materials.” And so on. 
 
Step Two: Populate the sub-bullets of each. So bullets such as “Create marketing materials” would include sub-bullets such as: 

  • Write blogs 
  • Create an email sequence 
  • Develop social posts 
 
And then there would be sub-sub-bullets. In the above example, “Develop social posts” would include sub-sub-bullets such as: 

  • LinkedIn
  • Facebook
  • Instagram 
  • X
 
And so on. 
 
Chart your course
 
Even if you’re an Excel maven, that little bit of Word-play can help you. Just use indented bullets for brainstorming; you don’t need any special Word skills to do that. 
 
Here’s the thing: The Gantt chart isn’t as detailed as that outline.
 
It basically just charts out the highest-level bullet points, over time. 
 
There’s probably some built-in Excel (or even PowerPoint) command that will “Gantt-ify” a bullet list; if there is, illuminate us in the comments section. 
 
In the meantime, if you’re living in Word Land, like us, the chart-“drawing” process is actually quite easy: 
 
All you do is create a table in Word. The top row is the months (or days, weeks, whatever). The left-most column lists the titles of the different activity streams (“Come up with product ideas,” “Develop the best idea,” etc.). 
 
And then all you do is fill in the colors for where the two will overlap. If the first month of “Develop social posts” is, say, October, then make that cell a color other than white. And click-to-fill the other cells as needed. 
 
It takes all of about two minutes. 
 
We delivered both of these docs to our client, who was delighted to receive them. First and foremost was the Gantt chart they’d requested: A quick and easy visualization of how the project would play out over time. 
 
And, for added detail, there was a Word doc outline of the project, in which each row of the Gantt chart teed up to a top-level section of the outline. It was perfect. 
 
It may not have been obvious to the client that we “worked in reverse” to make these deliverables, i.e., starting with the outline and then culling from it to make the Gantt chart, but who cares? They were happy, and the process was efficient. 
 
Have a marketing challenge you’d like to address? Or have tips for us on how to make Gantt charting even easier? In either case, we’d love to hear from you! Contact us today. 

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Sometimes it’s okay to ask the customer what they want

9/2/2025

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Young businesswoman completing a Customer Satisfaction Survey at her computer.Great photo by Grok.
Steve Jobs famously said “It’s not the customer’s job to know what they want.” 
 
What did he mean by that? Is that a hard-and-fast rule that you should never break? If not, when should you break it? 
 
And most importantly, how can you generate more revenue from the answers to these questions? 
 
Let’s dive in! 
 
Creative inference
 
That (in)famous Steve Jobs quote was about his notion of eschewing focus groups when it came to product development. His thinking was, that if you’d asked a customer, say in 1983, what they “wanted,” in terms of electronic brainpower, they would have simply said “a better calculator.” They couldn’t envision a Macintosh, because they didn’t know what was technically possible, nor how to transform that technology into a wholly new product category which would surprise and delight them at every turn. 
 
Gee. Steve Jobs was onto something. Who’da thunk? 
 
Is this a hard-and-fast rule? Hate to be squishy, but it depends. If you really want to nail product or service development, you can certainly borrow a page from Steve Jobs. The whole idea of creatively inferring what customers want, based on their day-in-the-life situation, is a specialized practice that doesn’t come naturally to many business owners; as such, there are consultancies (and we’ve worked with them) which specialize in this. 
 
Let’s talk about marketing. And let’s assume, for now, that you’ve got a product or service to sell which already checks the surprise-and-delight boxes for your customers. 
 
If those customers are repeat customers, you have an opportunity here. Yep: you can ask them things.
 
Oh, the sacrilege!
 
Survey the situation
 
We recently helped a client craft a customer-satisfaction survey campaign. We say “campaign,” because it included a few components. Pay attention, and you’ll get ideas for your own business: 
 
Our client had always conducted customer-satisfaction surveys at the conclusion of any engagement with any of their clients. It was, and is, a sound business practice: It helps them to continually improve. 
 
But, assuming that they’re doing most things very well, it also makes for a very nice marketing opportunity. 
 
Think about that: Let’s say you’re a client of this company. They just served you very nicely. You’re about to move on, and lose that precious top-of-mind awareness of what they do… when you get a friendly email from them, asking you to please complete their customer-satisfaction survey. 
 
Aha. You’re instantly reminded of them! When you complete the survey, you’re instantly reminded of just what they did, and how good they were at it. What a wonderful reinforcement!
 
…But what if you don’t complete the survey? Then what? 
 
Well, you still got the email, inviting you to participate. And there was another dollop of incentive therein; as we’d said, this was a “campaign.”
 
Sweetening the deal
 
The customer-satisfaction survey email was a classic opportunity for our client—and for you, reading this—to easily capture low-hanging re-sell and/or up-sell opportunities. 
 
That’s because the email included a referral offer. 
 
It went something like this: 
 
“Complete the survey, and we’ll send you a $25 Amazon Gift Card. Bonus: After you’ve completed the survey, you can earn a $500 Amazon Gift Card by referring a new client to us. And to make you feel better about referring us, you can tell your friends that we’ll give them a $1,000 discount off of our services because you sent them our way! Everyone wins!”
 
You got that right. Everyone wins. 
 
So. The survey is somewhat anti-Jobsian, in that it asks customers how they feel about something that they already bought. But in that regard, Apple is no different: We’ve actually received surveys from them, asking us about products we’ve purchased from them… which have actually included radio-box options for products and features that Apple has not released yet (32-inch iMac, anyone?) So much for their ultra-secretive/customer-detached company culture. 
 
You can also use this technique for other, very basic stuff: What topics would your clients like to see addressed in your upcoming blogs, webinars, or YouTube videos? Ask them.
 
And if you toss in, say, a referral program along with the ask, we surely won’t hold it against you. 
 
Have a marketing challenge you could use help with? Contact us. We’d be delighted to help! 

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