 Great 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:
And then there would be sub-sub-bullets. In the above example, “Develop social posts” would include sub-sub-bullets such as:
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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