Cindermoor Mutual CRM Replacement: Steering Committee, August 2027
Steering committee presentation: status, budget, decisions
A steering committee presentation has to show the sponsor in minutes whether the project is on track for money and time, what has gone wrong, and which decisions only the committee can make. Cindermoor Mutual, an invented insurer, reports its CRM replacement at month 7 of 12: 62 percent of budget spent at 58 percent of the time, a $290K forecast overrun and three decisions for today.
Every slide, in order
The whole deck as it renders, one slide after another. Read it the way the audience would.
The structure
What each slide is doing, so you can reuse the order even with different content.
- Slide 1cover
- Names the project, the meeting and the overall status before any detail.
- Slide 2pillars
- Status in four cards, the one slide a committee member reads if they read nothing else.
- Slide 3metrics
- Budget spent against time elapsed and three delivery measures, so the 62 against 58 reads in context.
- Slide 4metrics
- Budget by workstream with spend and forecast, so the $290K overrun can be traced to its lines.
- Slide 5timeline
- The plan as a Gantt with the critical path grouped, so the committee sees which slip moves go live.
- Slide 6comparison
- Open risks and issues with impact and owner, separated so the committee can see what has already happened.
- Slide 7checklist
- The decisions required today, each with its cost, so the meeting ends with them made.
- Slide 8process
- The next phase in three steps, so the committee knows what the next report will cover.
- Slide 9closing
- Closes by restating the three decisions so the minutes record them exactly.
Slide by slide
Slide one names the project, the meeting date and the overall amber status. Slide two gives budget, schedule, scope and people a status each. Slide three shows six progress measures. Slide four is budget by workstream: $4.8M budget, $2.98M spent, $5.09M forecast. Slide five is the Gantt for 2027 in two month columns. Slide six separates two issues that have happened from three risks that might. Slide seven asks for three decisions. Slide eight sets out the next phase, migrate, test and launch, each ending with a gate. Slide nine restates the decisions for the minutes.
How to adapt this deck
A project that is green everywhere can cut to five slides: status, progress, plan, risks and next phase, with no decisions slide, since a committee asked to decide nothing will happily approve the plan and move on. A programme with several projects should replace the Gantt with one row per project and move the detail to each project's own report. If the committee meets monthly rather than at milestones, add a slide comparing this month's forecast with last month's.
What project governance guidance says
The Association for Project Management describes a governance board as the body that provides sponsorship to a project, representing financial, provider and user interests and making decisions through the life cycle, often chaired by the sponsor. The UK Government's project delivery functional standard sets expectations for governance, assurance and reporting on public projects. Both put decisions, not status, at the centre of the board's role, which is why this deck spends a full slide on them.
What makes this deck work
Spend against time is explained
Slide three sets 62 percent of budget spent against 58 percent of time elapsed and says why at once: the $1.2M of licences was paid in full in March. Slide four then traces the $290K forecast overrun to its lines, mostly $190K on the implementation partner, so the committee argues about the right number.
The critical path is visible
The Gantt on slide five marks five tasks as critical path, from migration design to go live, and the description says any slip in data migration moves go live day for day. That is why the 7 percent duplicate contact rate on slide six matters more than the other risks.
Decisions are asked for, then minuted
Slide seven asks for three decisions with costs: the $290K from a $400K contingency, go live moved to 15 November, and two contract analysts. Slide nine restates them in the words the minutes should record, so nobody leaves with a different version of what was agreed.
Questions people ask
What should a steering committee presentation include?
Overall status, budget against time, progress on delivery, the plan with its critical path, open risks and issues, the decisions needed today and what happens next. Nine slides is enough. Put the detailed RAID log and financials in an appendix or the project workspace for anyone who wants them.
How do I show budget spent against time elapsed?
Put both as percentages side by side and explain any gap in one sentence. Spend ahead of time is not always bad: upfront licence payments, as here, push spend early. Follow with a forecast at completion so the committee sees where the project will land, not only where it is.
Should risks and issues sit in one table for a steering committee?
One table works if a type column separates them. A risk might happen; an issue already has. A partner billing over budget is an issue, while possible data quality problems are a risk. Listing issues first helps the committee act on them now and then decide which risks to fund.
How do I show the critical path without dependency arrows?
Label each critical path task in the Gantt, for example with a group under the task name, and say in the description which slip moves the end date. Committees rarely need the full network; they need to know which few tasks set the go live date.
How do I get a steering committee to make decisions?
Ask for each decision explicitly, with its cost, its owner and what happens if it is not made. Send the deck a few days ahead so members arrive with views. End the meeting by reading the decisions back for the minutes, so agreement is recorded rather than assumed.
Can I export the Gantt slide into a PowerPoint for the board pack?
Yes. In an editable PPTX export, the Gantt artwork stays a picture but its labels become native text boxes, so task names and dates can still be edited in PowerPoint. Tables become native PowerPoint tables. PowerPoint exports are paid features; a PDF export costs about 1 credit per 10 slides.
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Sources
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