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A Guide to Effective Group Presentations + Free Checklist ✨

A Guide to Effective Group Presentations + Free Checklist ✨

Picture this, it is the morning of your big group presentation.

AI generated image of a woman looking at a calendar

You and your team have put in many late nights, working on slides, rehearsing lines, and fine-tuning every detail (if only, sigh). As you gather in the conference room, there’s a mix of nerves and excitement in the air.

AI generated image of a group of people sitting in a room, about to deliver a group presentation

You’ve got a solid plan, but there’s ALWAYS that lingering doubt: will everything work according to plan? Will everything go off without a hitch?

We’ve all been there, the anticipation, the hope that all your hard work pays off. Group presentations can be tough to pull off. But with the right strategies, and a bit of know-how, you can transform your next group presentations into a success story.

Most of the challenges surrounding group presentations revolve around navigating the dynamics of a team presentation, and ensuring a smooth, cohesive delivery. This requires careful planning and practice. In this guide, you’ll learn tips and strategies to nail your upcoming group presentation.

How to Get Started on Your Group Presentation

There is a different dynamic to group presentations because different individuals bring with them different ideas. Here are some basics on getting started with group presentations.

Decide How You are Going to Collaborate

First things first. Decide how your team and you are going to collaborate on the presentation material. If you’re using MS Word, you can easily save a document and share its link with team members. And each member can then work on the same document, on the specific subject that they’ve been assigned. Alternatively, you can also use Google Docs.

When it’s time to create the slides, PowerPoint has collaborative features that you can put to good use.

👉 First create a PowerPoint file.

👉 At some point you need to decide what your slides should look like. You can check out SlideBazaar’s choice of presentation themes, or work on slide designs from scratch (which will take more time).

👉 If you’ve already worked on the content for the slides on a Word file, you can divide the work in PowerPoint for each member as well. To do this, go to the outline view on the left, and create sections for each team member:

PowerPoint's outline view with some purple slides visible, which are themes designed by SlideBazaar

To create sections, simply right click a slide, and click on Add Section, and name your section. You can even right-click the area between 2 slides to create a section.

Once you’ve created sections, each member can work on the section assigned to them.

👉 But be sure to lay down some ground rules on what kinds of fonts, images, etc. are allowed. This is to maintain a visual consistency across the entire presentation.

👉 Now all you have to do is share the file with your team and let each member work on each slide.

How to Nail the Slideshow Part of Group Presentations

Now when it comes to preparing the content for your group presentation, the slideshow, there are some things that you should keep in mind:

Know Your Audience, Understand the Objective

Before creating content, take a step back and clearly define your target audience and the goals you want to achieve with your group presentation. Tailor your content, language and visuals around them, for a better presentation.

Visual Appeal

Create visually engaging slides that complement your presentation delivery. You can spend time working on the design of your slides, or use templates or themes, like those found on SlideBazaar, to create stunning presentations in no time.

Content Quality

Proofread the content in your slideshows. Make sure your slides are organized well. You may also want to rehearse presenting the entire slideshow, while recording yourself. Watch the recording back to ensure your slideshow has a logical flow, and that the content in your slides is easy to understand.

👉 Pro Tip 1: Never fill your slides with too much text. You are not supposed to read aloud from the slides. These slides are meant to support your presentation. 👉 Pro Tip 2: To ensure seamless sharing and distribution of your presentation after rehearsal and finalization, consider converting your PowerPoint slides to PDF format using an online PPT to PDF converter . This not only preserves the layout and design integrity but also makes it easier to share across different platforms and devices without the need for specific software.

A good rule to follow is Guy Kawasaki’s 10/20/30 rule. Have less than 10 slides, spend 20 minutes presenting them, and don’t use font sizes smaller than 30 pts. This ensures that your presentation is short, concise, and does not have too much text.

Presentation Delivery – Useful Tips

Nonverbal cues and stage presence.

Pay attention to your posture while presenting. Maintain good posture, and don’t forget to make eye contact with your audience. Use natural hand gestures to emphasize your points.

Speak loud enough for the audience to hear. You can also try varying your tone to keep the audience engaged. Remember, even silent team members that are with you, contribute to the overall impression through their body language and attentiveness. So, make sure you’re all standing with good posture, and look relaxed and confident.

Transitions and Handovers

When presenting as a group, seamless transitions between speakers are crucial. Practice clear handoff cues.

Handoff cues are signals or actions used to coordinate the transfer of responsibility from one person to another. These could be either verbal or non-verbal, and are needed to maintain a smooth flow during your group presentation.

Here are some examples of handoff cues that you can use:

Verbal Cues:

  • Introduction: Now, I’ll hand it over to [NAME], who will talk about [TOPIC].
  • Summary and lead-in: Now that we’ve covered [TOPIC], I would like to invite [NAME] to expand on [NEXT TOPIC].
  • Question prompt: To answer this question, I’ll pass the stage to [NAME].

Non-Verbal Cues:

  • Physical gesture: A nod or a smile towards the next speaker.
  • Movement: Stepping aside to physically clear up space for the next speaker.
  • Eye Contact: Making eye contact with the next speaker to signal it’s their turn.

Visual Cues:

  • Props or clicker handoff: Passing the clicker or a relevant prop to the next speaker.

Addressing Questions as a Team

Designate a team member to manage the Q&A session or establish a system for fielding questions. This ensures all inquiries are addressed effectively and avoids confusion for the audience.

Common Challenges You Might Face – And Solutions

Here are some of the most common challenges people usually face with group presentations:

Coordination

Problem: It’s a challenge to coordinate schedules and align everyone’s availability for meetings and rehearsals.  

Solution: One way to fix this problem is to use tools like polls or Google Calendar to find times that work for everyone. If you’re all in one group chat, add a poll, and ask your team members to vote on a time and date that they’re available. Try to finalise a time that everyone’s available, and set regular meeting times and dates in advance to allow team members to plan accordingly.

A WhatsApp chat that shows a poll, asking people when they're free for a quick meeting

Communication

Problem: Miscommunication or lack of clarity can lead to confusion among team members and can cause inconsistencies in the final presentation.

Solution: Make sure you establish clear channels of communication, such as a group chat, to facilitate ongoing discussions and updates. Document important decisions and action items in these channels to ensure everyone on your team is on the same page.

Unequal Contribution

Problem: Balancing workload and ensuring everyone contributes can be difficult.

Solution: One of the first things to do, is assign specific roles and responsibilities to each team member to ensure a fair distribution of tasks. There should be regular check-ins with team members to assess progress and address any concerns about workload distribution.

Creative Differences

Problem: Creative differences and disagreements can arise in groups.

Solution: Your meetings can have brainstorming sessions where every team member can openly share ideas and provide feedback. Focus on finding a common ground, and compromise to reach consensus on the decisions you make.

Time Constraints

Problem: Tight deadlines can add pressure, which can impact the quality of the final presentation.

Solution: Break down your presentation project into smaller tasks with clear deadlines . Prioritize tasks based on urgency, and allocate time for regular progress checks to make sure you’re all on track.

Nervousness and Performance Anxiety

Problem: Some members may struggle with anxiety or nervousness, affecting their ability to deliver their parts of the presentation effectively.

Solution: Offer support and encouragement to team members who may be struggling with presentation anxiety. Make sure they get to practice their parts enough. The rest of the team can also pretend to be the audience, if they want to practice in front of people.

Additional Tips for Success

Embrace technology:.

Instead of assigning someone to click through your slides, you can use a clicker, or even a wireless mouse. If you’re using a wireless mouse, make sure you only click through your slides, and do not accidentally move the mouse about.

However, the simplest way I’ve found to move through the slides in your presentation, is to just use your phone. If you have an Android, install PPTControl and its desktop client (search for PPTControl Desktop in the Microsoft Store). Once done, simply connect the app to your device, and you’ll now be able to control the presentation using your phone. It’s super useful!

A picture of a phone and a laptop, the phone is being used to control a presentation on the laptop.

You can also use other tools like polls, quizzes, and more to keep your audience engaged throughout your presentation.

Time Management:

You should be mindful of the allocated time for your presentation. There’s a quick way to keep track of time during your presentation. You can either do this during rehearsals, or during the actual presentation.

Click on the Windows button on your keyboard and search for “Clock”.

A windows search bar, showing someone search for "clock".

Click on Clock, and in the sidebar of the app, find and click on Stopwatch.

The sidebar of the clock app on Windows, showing the stopwatch option.

Now just above the stopwatch, click on the Keep on top button.

The stopwatch on Windows, with a tiny button on one corner that reads "Keep on top"

You now have an onscreen, floating timer. Place it somewhere on the screen as you practice or during your presentation, to keep track of time.

Oh and, one more thing. Here’s a group presentation checklist for you to make sure everything is on track.

Group Presentation Checklist

  • Establish clear communication channels for the team.
  • Pick a tool (polls, Calendar), to schedule meetings and rehearsals.
  • Assign roles and responsibilities.
  • Define target audience and presentation goals.
  • Tailor your content, language, and visuals (with SlideBazaar themes).
  • Create sections in PowerPoint, share it with your team.
  • Let members create slides.
  • Proofread for errors, and logical flow. Check for visual consistency.
  • Rehearse the presentation and record yourselves.
  • Practice handoff cues for seamless transition between speakers.
  • Decide on a system for handling audience questions.
  • Use a clicker or a smartphone app to transition between slides.
  • Use tools like polls or quizzes in the presentation to keep your audience engaged.
  • Keep track of time with a floating stopwatch.

Well, that’s about it. These were some tips on how you can get started on your group presentations, some best practices on nailing them, and general advice on getting success! I sure hope you found this article helpful, and that your presentation goes well. Why not check out SlideBazaar, you might find a presentation theme or template that might make your slideshow look amazing. Don’t believe me? Have a look for yourself.

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A Checklist for Project/Presentation

 

1. Have you been keeping a record of your meetings and progress?    
2. Have you set up an online page to work together and has each group member contributed their visuals, interactive media and online websites used in the project?    
3.

Group Process Report: Has your group written a short summary (in sentence/paragraph form) of the group's work- a summary - the ups and downs of the group experience, detailing meetings and accomplishments, late members added or leaving the group?
Have you placed this at the end of your report?

   
4. Has each member done research and prepared content to present? Has each member written a summary of the content she/he will present? (This should be in point form, no essays, no plagiarism please or mark will be zero)    
5.

Has each member written a complete Bibliography/ Works Cited page that includes at least 3 credible academic sources using the format? Members may have more than three references but each member must have references that are exclusive to them.

Dictionaries, Encyclopedias and google.com type references will not be considered as sources. Each member's Bibliography should be done by the individual ( ) on the computer and should have their first and last name clearly written at the top of the page.

See these sites for MLA format and to learn how to document online sources see l

and also the example page -see link on presentation assignment page.

   
6.

Has the group prepared a summary, in point form, of the whole presentation so I can follow as it is presented and write comments as each member speaks? Have you placed this at the front of your report after the cover page?

If you are using powerpoint this could be a copy of your powerpoint slides.

   
7. Have you prepared a cover page that includes your Exact Presentation topic, your Pinterest page name and link, the Date of presentation and a list of all members first and last names spelled correctly?    
8. Is your report compiled in order and bound in some fashion- stapled in a folder, plastic or other protective cover?    
9. Have you made a photocopy of the complete report?
Have you prepared all of the above to be given to the instructor before you start your presentation?
   
10. Have you included a copy of this completed checklist in your report?    
11.

Have you tested all your materials in class prior to presentation? Has your group done a practice run of the presentation?

For example does your version of powerpoint work on the computer in the room, have you downloaded images to a flash drive, or CD to show, or are you depending on information on a website?

If you are depending on info from another's website, make sure you have a backup plan in case the internet goes down or in case the website becomes unavailable. Make sure if you are using powerpoint that you choose a common font so that the presentation shows the way you have prepared it. If you use some unusual font the computer in the room may not have that font and your points could run off the page or not appear correctly.

   
       
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Guidelines for Planning a Group Presentation

While every group (and every project for that matter) is unique, certain tasks seem to present themselves no matter what the particular group’s assigned project is.

The following group project task list offers a suggested order for approaching a project. It’s certainly possible to do these steps in a different order if you wish. But taking the time to accomplish each step will help you produce better work.

It’s also likely that you’ll have to go back and forth between steps. In other words, your group may decide that it needs to repeat one or more of these steps in order to correct deficiencies that become apparent after the group thinks that it has “finished” one part of its preparation.

Group Project Task List

Step #1: orientation.

Group members need to learn who everyone is– exchange names, phone numbers, addresses, etc. and keep a record of this information. Discuss what the group is expected to do — don’t assume that the requirements of the group project are clear to everyone. More often than not, people are not always sure about what the group is expected to do.

STEP #2: Division of Labor

Divide the project up into a series of smaller steps or parts. Put the parts of the project into a time sequence — in what order must each step or part of the project be done? Agree on a time table — when must each part of the project be finished? Agree on who is responsible for each part of the project. Agree on what each person must PRODUCE for their part of the project by the agreed upon deadline. BE SPECIFIC — everyone in the group must agree to turn in something tangible to the group at a stated time. Agree about what to do if people in the group “get behind” and won’t be able to meet a deadline. Agree upon a schedule of meetings — most groups think all they need to do is divide up the work, meet five minutes before the presentation, and “whip it together.” You can do it this way, but the approach rarely works!

STEP #3. Assessment

Use some of your group meetings to review what members have accomplished up to that point. Have group members provide feedback about each other’s work — is the material provided by the member what the group needs, is something missing, what else needs to be done? Set new expectations and deadlines as appropriate — group’s usually discover as the project moves along that the original time table and division of group member responsibilities needs to be modified. Take the time to do that so that the work doesn’t all pile up at the end. Pay attention to possible gaps in the group’s work — are there important topics or tasks that the group is overlooking?

STEP #4. Presentation Planning

Once the research on the project is fairly far along, the group needs to turn its attention to the question of HOW to orally present the material the group gathered. Many groups make the mistake of wanting to talk about the plan for the presentation too early. Wait until the group has a pretty good idea of what they’ll be talking about. Decide on a presentation format Determine who will serve as the presentation moderator Decide on audio/visual aids for the presentation Make decisions about physical arrangements for the presentation Practice Work to improve delivery skills of group members

  • Speaking Intensive Program
  • SI Course Expectations
  • Archive of the 2015 NACC Conference at UMW
  • Body Language
  • Formats for Group Presentations
  • Handling Speech Anxiety
  • Leading Discussion Groups
  • Moderating a Group Presentation
  • Outline Checklist
  • People Ask Me to Repeat Myself
  • Planning a Group Presentation
  • Preparing Speaking Notes
  • Preparing Supporting Materials
  • Settings for Group Presentations
  • Speech Organization
  • Toulmin Argument Model
  • Transitions
  • Using a Script
  • Using PowerPoint
  • Available Articles
  • Class Discussion
  • Communication
  • Evaluation Sheets
  • Learning Groups
  • Public Speaking
  • Task Groups
  • Sample Assignments
  • Speaking Center Video
  • Your First In-Class Presentation
  • Accommodations and Oral Communication Assignments
  • New Course Proposals
  • Speaking Intensive Committee
  • Speaking Intensive Committee – Minutes and Reports
  • Speaking Intensive Course List – courses approved by the SI committee
  • Using Video for Student Presentations
  • Speaking and Writing Center

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The Complete Presentation Checklist

presentation checklist

presentation planning

presentation preparation

Nov 26, 2014

Prepare for your presentation with this checklist

Are you ready for your presentation? This presentation checklist will help you cover all the bases.

We often emphasize that the secret to a great presentation is sufficient preparation. As you know, the most compelling speakers won’t face an audience expecting they can “wing it”. What makes their presentations so memorable is the fact that they took the time to craft their message. Just take a look at Steve Jobs, who was known to have  spent hours practicing and perfecting his keynotes .

Thought leader Michael Hyatt says it best :

“The reason I do a good job is because I prepare. I don’t believe in ‘winging it’.”

While it may take up much of your time, preparation is the best way to a successful outcome. It’s not enough to string together a bunch of slides. You need to dig  deeper if you want to provide the audience with a complete and informative discussion. Here’s a presentation checklist to help with your preparation:

1. Identify the goal you want to achieve

Before you take on any other task, the first thing you need to do is identify the purpose of your presentation. What is the end goal? What would you consider a successful outcome? What’s the ultimate takeaway that you want your audience to remember? What is your core message ? Answering these questions will give you a clear direction for your presentation.

2. Learn more about your audience

The audience is a crucial part of your presentation. This may seem pretty obvious, but some do tend to ignore the importance of their role. That’s why a lot of us have sat through presentations that seemed too long  and tedious. If you want to give your audience an experience that’s totally different from the usual scenario, you need to learn more about where they’re coming from.

The people in your audience have the power to accept or dismiss the message you’re sharing. If you want to connect with them, you need to learn more about their point of view. Where are they coming from? What are their backgrounds? How much do they know about the topic you’re presenting? You can use this guide to make sure you answer all the important question about your audience.

Another thing you should consider is the event or conference you’re participating in. What type of event is it? Is it an industry event where you’re expected to address professionals? Is it a seminar for aspiring leaders looking for inspiration and motivation? By learning the culture of a particular event, you can better understand how to communicate with your audience.

3. Create an outline of your initial ideas

Having established context, you’ll find it easier to form some great ideas. Let your presentation take shape by using different brainstorming methods . Whatever you decide to use, make sure you keep writing down everything that comes to mind. Don’t attempt to edit anything out until you’ve exhausted all your ideas.

After brainstorming, you can take your initial ideas and turn them into a rough outline. Review what you’ve written and decide which points stand out the most. You can also rearrange what you’ve written to give your points a clear and logical flow. From there, you can eventually make a presentation storyboard .

4. Fine-tune your content

Once you have a rough outline for your presentation, it’s time to bolster your message with strong presentation content. You can’t just present your ideas through a series of bullet points . You need to present your message through content that tells a story .

As you write your content, always remember your core message. Make sure the goal you’ve established is clearly highlighted on all the points you make. Keep your content well-structured and make sure you don’t include an overwhelming amount of information. You’ll need to discern which of the information you have is the most important to your overall objective.

5. Design a compelling PowerPoint deck

We’ve always emphasized how important visuals are to presentations . To keep your audience engaged, you’ll need to create a PowerPoint deck that can emphasize your message while following the principles of design .

Generally, it’s important to keep PowerPoint designs simple and concise . Use minimal text and high quality pictures. Everything in your design should cohere to the story you’re trying to tell. If you’re pitching sales prospects, make sure your brand is leveraged by your slides . If you really want the best of your story to stand out, consulting with a PowerPoint expert will be a big help.

6. Plan your presentation wear

As we’ve written in the past, first impressions are crucial in presentations. The audience can quickly decide on your credibility based on how you present yourself. To avoid giving them a bad impression, you need to maintain a polished and professional look.  A sloppy attire will make you lose the credibility you want to achieve.

Appropriate attire will depend on the context of your presentation, so take note of the information you have about the event. The easiest way to gauge what you should wear is by thinking about your audience. As a general rule, Forbes contributor Nick Morgan said that you should be dressed slightly better than your audience .

7. Internalize your entire presentation

With everything else prepared, it’s time to internalize every detail of your presentation. If you want to avoid committing mistakes, you need to rehearse your presentation as much as you can. Practice helps you become more familiar with your material . Review your speech, plan how you’ll incorporate your PowerPoint deck, and think about how you’ll deliver everything on stage. Interruptions won’t phase you if you’re sure of what you need to do.

It’s important to prepare as much as you can for any presentation. If you want to deliver a message with noticeable impact, you can’t risk to miss any step. Use this presentation checklist as a guide to make sure you cover all the bases and accomplishing everything you need.

Featured Image:  Chris Lott  via Flickr

Illustration:  Oliver Tacke  via Flickr

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.css-1qrtm5m{display:block;margin-bottom:8px;text-transform:uppercase;font-size:14px;line-height:1.5714285714285714;-webkit-letter-spacing:-0.35px;-moz-letter-spacing:-0.35px;-ms-letter-spacing:-0.35px;letter-spacing:-0.35px;font-weight:300;color:#606F7B;}@media (min-width:600px){.css-1qrtm5m{font-size:16px;line-height:1.625;-webkit-letter-spacing:-0.5px;-moz-letter-spacing:-0.5px;-ms-letter-spacing:-0.5px;letter-spacing:-0.5px;}} Best Practices 5 essential preparation steps for a successful presentation

by Tom Rielly • June 15, 2020

checklist for group project presentation

Keeping your presentation visuals minimalistic, simple, and clear is just one important step to remember when designing a hit presentation. Leaving nothing to chance, great presenters prove quite methodical as they prepare. Here’s a checklist for everything you need to keep in mind before your next presentation:

1. Choose the right software for your needs

visualpres blogpost 2 softwares

The easiest way to select the right presentation software for you is to simply find the one that is native to your device. For example, if you have a Mac, use Apple Keynote, if you work on Windows, use PowerPoint. Google Slides is recommended if you’re working with someone, as it makes collaboration very easy. Another software option is Prezi: a specialty tool called Prezi that creates a presentation using motion, zoom, and panning across one giant visual space.

2. Organize your files

As you develop your script and visuals, you will need to start assembling all the assets for your slides. Create a unique folder on your computer to hold these items. Keep the folder organized by media type (presentation drafts, photos, videos, scripts) and back them up frequently to the Cloud or external disk. Label each file with a specific descriptive name, e.g. “Susan Johnson singing magpie 2020”, as opposed to “IMG_4043.jpg”, which can make it confusing to find your assets. The more organized you are up front, the easier preparing for your presentation will be.

3. Prepare your presentation materials

Make sure your presentation materials (script, graphics, actual slides) are saved in at least two safe spots (for example, your computer and an external USB drive) and are backed-up frequently. If you are using an online presentation software, such as Google Slides, be sure to also download a copy of your presentation in case the internet connection is unreliable. Having all the individual assets on hand in addition to your presentation slides can be helpful if you experience tech issues before presenting, or if you need to make any last minute changes. Make sure to label your final presentation with the title and your name so it’s easy to find.

4. Practice, practice, practice!

Remember, practice makes perfect. People often run out of time making their presentations and have no time to practice. Most TED speakers practice at least ten times. Neuroscientist Jill-Bolte Taylor gave one of the most successful Talks in TED history with nearly 27 million views. How did she do it? She practiced her Talk over 40 times! By rehearsing multiple times you will naturally memorize your Talk, which means you won’t need note cards when you give your final presentation.

5. Do a final test run

Before presenting, make sure the equipment you need is working properly. It’s generally good practice to rehearse standing on the exact stage with the exact lighting using the exact computer that you will be using in your final presentation.

Here’s a quick checklist of what to look for when testing your equipment:

  • If you're not using your own computer, the one provided might be slower and have trouble playing media. If you have videos or other media, make sure they play correctly
  • Test the projector to make sure it’s HD
  • Make sure images are clear
  • Test the sound of any clips you use, as this is what goes wrong most frequently
  • If you’re using a mic, test the volume

Don’t let technical issues or other blunders overshadow your presentation. By following these guidelines, and with a little preparation, you can engineer out the problems BEFORE they happen.

Ready to learn more about how to make your presentation even better? Get TED Masterclass and develop your ideas into TED-style talks

© 2024 TED Conferences, LLC. All rights reserved. Please note that the TED Talks Usage policy does not apply to this content and is not subject to our creative commons license.

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Presentation Checklist: What to do Before and After Delivery

October 27, 2017 - Dom Barnard

Before you give a presentation, you might want to work through this checklist to make sure you haven’t missed anything.

Purpose of the presentation

  • What is the purpose of your presentation?
  • What is the end goal?
  • What would you consider a successful outcome?

Presentation preparation

  • Check how long your presentation slot is
  • Check that your presentation doesn’t overrun on time
  • Rehearse your presentation to friends or colleagues
  • Rehearse your presentation using  virtual reality  to reduce nerves
  • Prepare speaker notes or cue cards
  • Take a  presentations training course  to improve your skills
  • Think about where to breathe and pause
  • Number your notes in case you drop them
  • Ensure  your introduction  explains your objectives and grabs the audiences’ attention
  • Clearly define the points of the presentation
  • Check the main points are in  logical order  and flow well
  • The conclusion should be clear, concise and tie with the introduction
  • Make sure you are knowledgeable about the topic you are presenting

Presentation slides

  • Keep slide designs  simple and concise  – use minimal text and high quality pictures
  • Make sure there are no grammar or spelling errors on the presentation slides
  • Check and facts you display and make sure you can back them up
  • If appropriate, post slides to the web, include URL at end of talk
  • Saved your presentation onto two different formats (USB, cloud storage, etc.)
  • Confirmed that the audio-visual equipment you require will be in the room
  • Ensure you  practice with your presentation slides  to get the correct timings

Visual aids and handouts

  • Check the  visual aids  are easy to read and understand
  • Make sure they tie into the points you are trying to communicate
  • Ensure they can be easily seen from all areas of the room
  • Prepare any handouts  you want to give out and proof read them
  • Make sure you have sufficient handouts
  • Double check the visual aids are working (especially if it’s a demo)

Audience analysis

  • Think about  who will be in the audience
  • Determine if there will be decision makers
  • Think about their knowledge of the topic
  • Think about if their native language is the same language as the presentation
  • Check if the organiser can provide a rough demographic

Audience questions

  • Think about possible  questions you will be asked  and have spare slides to address them
  • Decide how long you will leave for questions at the end
  • Decide if you want to specify areas you are willing to answer questions on

Other speakers at the event

  • Found out who else will be speaking and what they will be speaking about
  • Check if other speaker topics are related to yours
  • Check if someone else will introduce you or if you need to do it yourself
  • Determine whether you will be presenting alone or as part of a group

Location and type of event

  • Check the floor, room and location of the event
  • Find a contact persons email or number in case you are running late
  • Get directions to the venue, including parking vouchers if required
  • Try to find last year’s programs to determine the style of the event
  • Check if there are reviews of the event on blogs or social media
  • Check the type of event – is it an industry event where you’re expected to address professionals? Is it a seminar for aspiring leaders looking for inspiration and motivation?
  • Check the style of presenting you’ll be doing (indoors, outdoors, standing, sitting, etc.)
  • Understand the size and layout of the room you will be presenting in

Your appearance

  • Make sure you are dressed and groomed appropriately and aligned with the audience’s expectations
  • First impressions  are very important for credibility, maintain a polished and professional look
  • Practice your speech paying close attention to your body language and posture, both of which will be assessed by the audience
  • Decided what to wear the day before
  • As a rule of thumb, dress slightly better than your audience members

On the morning of the event

  • Eat a good breakfast to give you energy on stage
  • Get some light exercise in
  • Check your laptop is charged
  • Check you have your slides ready on your laptop
  • Avoid unnecessary stress by getting to the venue early

Bring with you to the event

  • Bottle of water in case your throat goes dry
  • Your laptop and any necessary cables
  • Backup slides on a USB or hard drive
  • A remote to  control your slides  if required
  • Extension cord if required
  • Any physical demo, handouts, or other visual aids if required
  • Your presentation notes or cue cards

At the event

  • Register and let the organiser know you’ve arrived
  • Find your room and watch another speaker present
  • If time allows, mingle and  meet people  who might be in your audience
  • Return to the room before the speaker before you finishes, maximising your time to set up
  • Get your laptop hooked up to projector immediately – most problems occur here
  • Test your slides and any videos
  • Walk around on stage and get comfortable with the room
  • Run through the first couple of minutes of your presentation
  • Make sure you have a glass or bottle of water with you
  • Sit in the back row and make sure your text is readable
  • If you’re nervous, distract yourself by going for a walk
  • Turn your mobile on silent

After the event

  • Make yourself visible so people can find you to ask questions about your talk
  • Write questions from attendees on their business cards so you can answer in email later
  • Post slides online or to  SlideShare  if appropriate
  • Email people who gave you their cards, answering their questions
  • Thank the organiser and ask for any feedback
  • If your talk was filmed, ask for a copy so you can learn from it

The Go-to Presentation Checklist That'll Help You Knock it Out of the Park

person writing in meeting

Some presentations are so good that you can’t help but assume that person’s just a natural. They’d have to be, right? After all, presenting in front of an audience is a challenge for most people, yet there are those who make it seem like it’s the easiest thing in the world.

But you want to know the secret to that confidence? Preparation! No matter how effortless your favorite speakers make it seem, every one of them were meticulous about creating their slides, jotting down thorough speaker’s notes, and practicing the you-know-what out of it.

Want to impress the heck out of your client, your colleagues, or your boss the next time you have to present? Use the checklists below to stay on track and make sure you’re prepared.

checklist for group project presentation

Build Your Presentation

You might be reusing an old PowerPoint document. Or you might need to create one from scratch. Either way, spend time creating your slides in advance . Plan on spending an hour outlining the presentation, another hour prepping the speaking notes, and a third hour working on the design.

If that feels like a lot, let’s break it down:

The Outline

Research the daylights out of your topic. If it’s a sales pitch, get the data you need to drive home the point. If it’s for a larger audience, back up your main talking points with research-based data. This might sound like a lot of work, but a good outline will make your life so much easier over the next few days.

The Speaking Notes

Here’s where you should figure out what types of speaking notes you need. Some people might need short reminders to reference during their talk. For those of you like me, you might need to write out your entire presentation. Neither is wrong—but here’s where you should figure it out for yourself.

Creating presentation slides are one of those things that seem harder than they really are. Even if you don’t have an eye for design you can still make it look cohesive by choosing a color scheme, using templates (such as these free ones from Google Drive), and keeping it simple.

checklist for group project presentation

Nail Down the Logistics

Do you have to book a conference room? Figure out the tech in the conference room? Dial people in? Do you know how long it should last? Should you leave time for questions?

Do yourself a favor and get answers to all these questions now.

Oh, and expert tip, book the room a day before, too so that you can practice in the real setting.

Pick Out Your Outfit

This might sound silly, but this will help you avoid a lot of stress on the day of your talk. It doesn’t have to be formal—especially if your office isn’t—but it should be something you feel confident in. The fewer choices you have to make that morning, the more you can focus on what’s important

checklist for group project presentation

Get Feedback on Your Slides

Reach out to a few of your most honest, trustworthy teammates and ask them for feedback on both your presentation itself and your presentation style.

Here are a few things you could (and should) ask for them to look for:

  • How do these slides look?
  • Does the information flow well?
  • Are there any grammatical errors?
  • Is it too long? Too short?
  • Did I talk too fast?
  • Is there a clear takeaway?
  • My goal of this presentation is to get across [goal here]. How can I make that more clear?

Remember: This is a good opportunity to time yourself, practice exactly what you want to say, and even insert a little humor if you think it’s appropriate. With your colleagues in the room, you’ll get instant feedback on how you can expect your audience to respond.

checklist for group project presentation

Make Final Edits to Your Slides

From both a design and speaking perspective, you’ve gotten a good amount of feedback by now. While there’s still a good amount of work to do, take an editor’s pen to your slide deck and make final changes.

And when I say final, I mean final . The more you tweak your presentation, the more you’ll confuse yourself when it’s show time.

checklist for group project presentation

Practice Your Talk (Again)

This time, practice your talk under the exact circumstances you’ll be presenting it the next day. Is it a webinar-style call? Test your video conferencing software and iron out the technical kinks. Then, run through your deck.

If you’ve followed this checklist, you should have already booked your practice space. Take advantage of that and set up everything you need for the next day.

Give Yourself a Break

You might want to jump back into your normal tasks to catch up a bit. But don’t forget to give yourself some time to relax. Grab a coffee in the kitchen or take a walk around the block. Do something nice for yourself, even if you only have a few minutes. After all, you’ve put a lot of hard work into your presentation.

checklist for group project presentation

Read Through Your Speaker’s Notes One Last Time

You’ve done a lot of work to get to this day. Don’t overthink it, but give your speaker’s notes one last look-through before you present. If you’ve identified areas that you’ve tripped up on during your practice, so make additional notes wherever necessary.

Get to the Room Early

If it’s possible, get in there five minutes early to start setting up and making yourself feel comfortable.

Don’t Be Too Hard on Yourself

Even the most manicured presentations have their hiccups. It could be a faulty internet connection. Or maybe a joke won’t land as you hoped it would. Try not to beat yourself up too much about these things, especially before they’ve happened. Trust me, it happens to even the most accomplished presenters.

I just outlined a lot, but the good news is that I’ve created this checklist to go along with it.

checklist for group project presentation

Let’s face it: Giving presentations is hard. But because you’ve prepared like crazy, you’ll be in a much better position to knock it out of the park. It might not go exactly to plan, but it won’t be because you didn’t do everything in your power to put everything in place for success. Plus, I’m willing to bet that you’ll be way harder on yourself than anyone who’s listening to you speak—especially since you’ve done all this work to get ready.

checklist for group project presentation

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What It Takes to Give a Great Presentation

  • Carmine Gallo

checklist for group project presentation

Five tips to set yourself apart.

Never underestimate the power of great communication. It can help you land the job of your dreams, attract investors to back your idea, or elevate your stature within your organization. But while there are plenty of good speakers in the world, you can set yourself apart out by being the person who can deliver something great over and over. Here are a few tips for business professionals who want to move from being good speakers to great ones: be concise (the fewer words, the better); never use bullet points (photos and images paired together are more memorable); don’t underestimate the power of your voice (raise and lower it for emphasis); give your audience something extra (unexpected moments will grab their attention); rehearse (the best speakers are the best because they practice — a lot).

I was sitting across the table from a Silicon Valley CEO who had pioneered a technology that touches many of our lives — the flash memory that stores data on smartphones, digital cameras, and computers. He was a frequent guest on CNBC and had been delivering business presentations for at least 20 years before we met. And yet, the CEO wanted to sharpen his public speaking skills.

checklist for group project presentation

  • Carmine Gallo is a Harvard University instructor, keynote speaker, and author of 10 books translated into 40 languages. Gallo is the author of The Bezos Blueprint: Communication Secrets of the World’s Greatest Salesman  (St. Martin’s Press).

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Presentation Checklist Template Pack

checklist on notes with pen and cup

Number of slides: 10

A checklist is a list of tasks that have to be accomplished or points that have to be considered. In order for every project to be easily manageable, the company should break it down into this list of tasks. The template will enable for a clear depiction and representation of every responsibility connected to the company’s operations. As well as for corporate purposes, it can also be used for personal ones.

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Set of Presentation Checklist Slides

Basic checklist slide.

The basic checklist slide is great when you are managing a group project and you need to organize the daily, weekly or monthly routine. By doing this, you will make sure that the whole process runs smooth and the final outcome will be quite successful. It is also very easy to be edited and updated when there is a need for that, no matter if it’s urgent or not.

Pie Chart Checklist Slide

The pie chart in this slide is used to show how much of the tasks have been accomplished and to show them as parts of the whole project. You can create great visuals and the audience will have a clear picture of which tasks are still left to be done. You can also mark off every completed task next to the pie chart.

Steps Checklist Slide

This is the slide where you can break down any task into smaller steps. The idea is to create a straightforward approach to the task’s implementation that will contribute to the easier management of the process in general. Also, the audience will get a clear picture of how the company is performing.

The company can easily break down the company’s projects into smaller tasks

The template will enable for a clear depiction and representation of every task.

The basic checklist will help you organize the group project on a daily, weekly and monthly routine

You can rest assured that the whole project can run smoothly and that the final outcome will be successful.

The pie chart is a great visual for the tasks that have to be accomplished

You can easily show how much of the tasks have already been accomplished and you can show them as a part of the whole project.

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How to Create a Project Management Checklist: A Step-by-Step Guide [Free PDF and Templates Included]

How to Create a Project Management Checklist: A Step-by-Step Guide [Free PDF and Templates Included]

Mohammed Sameer

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Do you get overwhelmed and disorganized when managing projects? Do you struggle to keep track of tasks, deadlines, and deliverables? If so, you're not alone. Project management can be challenging, but with the right tools and strategies, it is possible to achieve your goals.

Project Management Checklist  is one of the most effective project management tools to get mind over matter and deliver big-time. A project management checklist is a comprehensive list of tasks, activities, and milestones that must be completed throughout a project. It helps individuals and teams stay organized, focused, and on track by breaking down a project into smaller, more manageable tasks.

Stay Organized, Stay On Track: Why You Need a Project Management Checklist?

Here are some of the benefits of using a project management checklist:

  • Improved Efficiency:  A checklist can break down complex projects into smaller, more manageable tasks, making it easier to track progress and manage time effectively.
  • Reduced Errors: It can help ensure that necessary steps are completed, reducing the risk of errors and oversights.
  • Better Communication: It facilitates communication among team members, with a clear understanding of what needs to be done and who is responsible for each task.

Business Powerhouses Rely on Project Management Checklist

Toyota uses a standardized checklist known as the Toyota Production System to ensure that every step of its manufacturing process is completed correctly and efficiently.

Marriott International uses a project management checklist to ensure consistency and quality across its hotels and resorts. The checklist includes guest room setup, employee training, and safety inspections.

A Step-by-Step Guide to Creating a Project Management Checklist

Step 1: Define the project scope 

Start with the basics! Define the project scope by identifying the goals, objectives, deliverables, timelines, and budget. Creating a checklist that covers necessary tasks and activities is impossible without a clear understanding of the project scope.

Step 2: Identify project phases

Now that you have defined the project scope, it's time to break it into manageable components. Identify project phases, including planning, design, development, testing, implementation, and maintenance.

Step 3: Determine the tasks for each phase

Let's create a list of activities that need to be completed to move the project forward. Be as detailed as possible and involve relevant stakeholders.

Step 4: Organize tasks into categories

Categorize tasks to prioritize and ensure that necessary activities are included in the checklist. Categories could include project planning, design, development, testing, implementation, and maintenance tasks.

Step 5: Prioritize tasks

Determine which tasks are important and which ones can be completed later. Prioritization ensures that the most critical tasks are completed first and that the project stays on track.

Step 6: Assign responsibility for each task

Decide which team members are responsible for completing each task and ensure everyone understands their roles and responsibilities.

Step 7: Set deadlines for each task

Set deadlines for each task to ensure that everyone knows when tasks need to be completed to keep the project on schedule.

Step 8: Review and refine the checklist

This ensures that all necessary tasks are included, it's organized logically, and it reflects the specific needs and requirements of the project.

Project Management Checklist Templates

Here are ten project management checklist templates you can download and use to jumpstart your project management efforts. Let's get started!

Template 1: Project Management Integration Activity Checklist

Project managers are responsible for varied tasks. They handle everything, from negotiating with project stakeholders to dealing with vendors. You can use our PowerPoint checklist to ensure that you don't skip any steps or waste valuable resources in the repetition of tasks. It is excellent for analyzing tasks and activities that contribute to project progress. Download this template now.

Project Management Integration Activity Checklist

Get this template

Template 2: Project Evaluation Checklist PPT Template

Most businesses conduct regular evaluations to ensure that tasks are completed effectively and efficiently. A company creates a checklist to keep track of the entire evaluation process. Use our PPT Template to keep track of contractors' work, contract document compliance, and project schedule adherence, including project completion. Making routine evaluations throughout the project's execution is a vital part of ensuring success. Download the design now!

Project Evaluation Checklist PPT Template

Grab this template

Template 3: Business Project Schedule Management Checklist PPT Layout

Starting a new project can be stressful, especially if you lack project management experience. There's a lot to remember, and you might not know where to begin. Our project schedule management checklist can help you stay calm. The slide shows a checklist of tasks that must be completed when the project is started. It includes funding sources, sponsors, goals, roles, responsibilities, etc. Have every task well managed with this content-ready slide. Download now! 

Business Project Schedule Management Checklist PPT Layout

Download this template

Template 4: Project Management Practices Checklist With Status

If you're a project manager, you probably have a lot on your plate already. We have created this quick and easy checklist to help you streamline tasks and prioritize your must-do duties. Following our PPT checklist helps you stay focused and encourages you to finish your projects on (or ahead of!) schedule. This slide is helpful at the start of any project to avoid last-minute delays and confusion. It also displays the status of each task on the list, allowing you to track the project's progress. Download now and make your project a huge success. 

Project Management Practices Checklist With Status

Template 5: Project Management Plan With Task Checklist

Get this PPT Set to keep track of project planning and execution tasks. In the presentation template, record the time required for each task and mark it as not started, in progress, or completed. This slide ensures that tasks assigned to team members are completed on time by including the duration in days. Download it now and customize it for use on any project in any industry.

Project Management Plan With Task Checklist

Template 6: Project Management Checklist for Deliverable Tracking

What’s the point of using a checklist when you can’t track the deliverables? Designed to address this lacuna with checklists, we have prepared an exclusive PPT Framework that helps you track everything, from project initiation to execution. Use it to bring synergy to your activities. Get it now.

Project Management Checklist for Deliverable Tracking

Template 7: Consulting Project Management and Assessment Checklist

Having a checklist alone doesn’t ensure you are cruising toward the successful accomplishment of targets. An assessment framework is a must! Use this PPT Slide to evaluate your consulting project efforts and make a good fist of project execution. These insights are helpful in raising red flags where necessary and giving additional attention to rectifying errors. Get it now.

Consulting Project Management and Assessment Checklist

Template 8: Agile Engagement Project Management Checklist

This slide is your ultimate manual to ensure your Scrum team is always on the right track. With a focus on building the team, setting up communication infrastructure, and executing sprint planning, this checklist helps you achieve your project goals. Our PPT Design presents four process stages, making navigating and staying organized throughout your Agile project easy. Download now.

Agile Engagement Project Management Checklist

Template 9: DevOps Project Management Checklist PPT Template

Get your DevOps project on the fast track with our powerful checklist! This PPT Layout provides a comprehensive set of guidelines. It covers everything, from prioritization to automation, ensuring sustainable and efficient progress. With topics including Communication, Software, and Development, our DevOps Project Management Checklist is a must-have tool for any team looking to streamline their processes and maximize results. Download it right away.

DevOps Project Management Checklist PPT Template

Template 10: Stakeholder Project Management Communication Checklist

This PPT Template is your key to successful project management stakeholder engagement. It includes essentials you need to keep your stakeholders informed and engaged, such as progress reports, organizational updates, daily check-ins, and meeting invites. This PPT Design covers everything you need to know about engaging stakeholders, managing your project, and keeping everyone on the same page. Get it now.

Stakeholder Project Management Communication Checklist

Checkmate: Master Your Projects with a Project Management Checklist

A project management checklist is your ticket to completing projects efficiently, effectively, and on time. It ensures you enjoy smoother workflows, better communication, and more efficient use of time and resources. With a download of our project management ppt Templates, you can create a customized project management checklist. Let's get started and bring your project to success!

FAQs on Project Management Checklist

What is a checklist in project management .

A project management checklist breaks down a project into smaller tasks and activities to ensure that everything is done correctly, on time, and within budget. It's a simple yet powerful way to track progress, manage resources, and communicate with team members. A project management checklist can include tasks, deadlines, deliverables, milestones, and other important project elements. It's a dynamic document that can be updated throughout the project's lifecycle.

What are the six points of the project checklist?  

A project checklist includes six key points: Scope, time, cost, quality, communication, and risk management. 

  • ‘Scope’ refers to the project's objectives, deliverables, and requirements. 
  • ‘Time’ focuses on the project timeline, milestones, and deadlines. 
  • ‘Cost’ covers the project's budget and expenses. 
  • ‘Quality’ portrays the standards that the project should meet. 
  • ‘Communication’ outlines the communication channels and protocols used by the project team. 
  • ‘Risk management’ identifies potential risks to the project and outlines strategies to mitigate them.

What are the ten steps in the project management checklist? 

A typical project management checklist includes the following ten steps:

  • Define the project scope.
  • Identify stakeholders.
  • Develop a project plan.
  • Establish a project budget.
  • Create a project schedule.
  • Assign resources and responsibilities.
  • Identify and manage risks.
  • Monitor and control project progress.
  • Ensure quality control.
  • Close out the project.

These steps provide a comprehensive framework for planning, executing, and completing a successful project.

What are the 14 parts of the project management plan? 

A project management plan typically includes 14 parts: Project overview, project organization, scope management, schedule management, cost management, quality management, resource management, communications management, risk management, procurement management, stakeholder management, change management, governance, and project closure.

Each part provides a detailed overview of how the project will be managed, monitored, and controlled throughout its lifecycle. Addressing these parts, the project team can ensure that they are working together to achieve the project's objectives while minimizing risks and maximizing efficiency.

Download the free  Project Management Checklist Templates PDF .

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Group Presentation Rubric

Updated:  13 Jun 2024

Make assigning grades for group presentations a breeze with a printable Group Presentation Rubric.

Editable:  Google Slides

Non-Editable:  PDF

Pages:  1 Page

Grades:  3 - 7

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Group Presentation Rubric teaching resource

How Do You Give Grades for a Group Project?

Working with classmates on school projects is a required part of the learning experience. It helps them learn how to work well with others and communicate. It improves student problem-solving skills and motivates students to participate due to the collaborative nature of activities. However, for teachers, sometimes group projects can be challenging, especially when it comes to grading!

Grab a Group Presentation Rubric!

This year, we’re excited to share a brand new printable group presentation rubric for teachers. It simplifies the grading process by providing clear, structured criteria to assess various aspects of student presentations. This rubric is divided into several key categories, each with specific performance indicators and corresponding point ranges.

We recommend sharing your grading rubric with students at the beginning of the group project. Then, review the individual indicators and discuss what each point level entails.

Download and Print Your Self-Assessment Rubric Today!

This resource is available as an easy-to-use Google Slides or Printable PDF Resource file. To get your copy, click the dropdown arrow on the download button to select your preferred file format.

This resource was created by Lindsey Phillips, a teacher in Michigan and Teach Starter Collaborator.

Even More Assessment Tools for the Classroom!

Looking for more ways to implement self-assessment in the classroom? Make sure you check these out before you go!

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Emoji themed self-assessment desk cards.

Print these emoji themed self-assessment cards for students to reflect on their learning and display on their desk to indicate the level of teacher support they need.

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Back-to-School Self-Assessment Template

Get to know your students on the first day and learn their thoughts on school with a printable self assessment.

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Learning Scale and Self-Assessment Checklists

Have your students reflect on their work and effort using this self-assessment learning scale.

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Eberly Center

Teaching excellence & educational innovation, how can i assess group work.

All of the principles of assessment that apply to individual work apply to group work as well. Assessing group work has added challenges, however. 

First, depending on the objectives of the assignment, the instructor might want to assess the team’s final product (e.g., design, report, presentation), their group processes (e.g., ability to meet deadlines, contribute fairly, communicate effectively), or both. Second, group performance must be translated into individual grades – which raises issues of fairness and equity. Complicating both these issues is the fact that neither group processes nor individual contribution are necessarily apparent in the final product.

Thus, in addition to evaluating the group’s output, instructors may need to find ways to determine how groups functioned and the extent to which individuals contributed to the effort. This isn’t always easy, but these general principles can guide you, and the Eberly Center for Teaching Excellence can help you find and implement the right approach for your goals and context.

Assess individual, as well as group, learning and performance.

Assess process as well as product..

  • Make your assessment criteria and grading scheme clear .

Find samples of group project assessment tools here...

Diligent students can be profoundly demotivated by group projects if they feel that their own success is dependent on team members who don’t do their share. One way to counteract the motivational hazards of group projects is to assess individual students’ learning and performance in addition to the group’s output. This strategy gives diligent students a greater sense of fairness and control and discourages free ridership. 

Individual learning and performance can be assessed in any number of ways. Some instructors add an individual component to group projects (e.g., a short essay, journal entries); some combine a group project with an individual test or quiz. Both group and individual performance are then reflected in the total project grade (e.g., some faculty members make the group grade worth 50% and the individual grade worth 50%; others split it 80%/20%. There’s no perfect breakdown, but the grading scheme should (a) reflect your goals for student learning and (b) seek to motivate the kind of work you want to see.)

Professor Solomon asks student groups to research a famous anthropological controversy, and give an oral presentation analyzing the issues, positions, and people involved. She assigns a group grade for the presentation, but also requires all the team members to write a short, individual paper summarizing what they learned from the assignment and what they contributed to the team. If the individual piece demonstrates a poor understanding of the material or a low level of participation in the group, she reserves the right to lower the individual’s grade by a full letter grade. If it is particularly informed, thorough, or demonstrates an exceptionally high contribution to the team, she raises the individual’s grade by a full letter grade.

If developing teamwork skills is one of your learning objectives for the course, it’s important to assess students’ progress toward that goal. In other words, you should assess process (how students work) as well as product (the work they produce).

Process can be assessed according to a number of dimensions, such as the ability to generate a range of ideas, listen respectfully to disparate perspectives, distribute work fairly, resolve differences, and communicate effectively. Since instructors don’t always have a direct window into the dynamics of student groups, they often rely on teams to self-report via:

  • team evaluations: each member of the team evaluates the dynamics of the team as a whole.
  • peer evaluations: each team member evaluates the contributions of his/her teammates. 
  • self-evaluations: each team member documents and evaluates his own contributions to the team.
  • Find samples of evaluations here...

These assessments can be quantitative or qualitative. They can be done as reflective writing assignments or as questionnaires targeting specific dimensions of teamwork. Think about which tools suit your purpose and context. Also give some thought to when you’ll use them (in the middle of the semester? at the end? both?), who should see them (just you? other team members?), and whether or not they should be anonymous. The Eberly Center can help you find, adapt, or create the right tool and determine how to use it to best effect.

Remember, too, that process assessments are subjective and students are not always straightforward when evaluating one another or themselves. However, in combination with product assessments and individual assessments, they can offer valuable glimpses into how teams function and alert you to major problems (e.g., particularly problematic team members or serious conflict), which can help to inform your feedback and grading.

Professor Montoya assigns a multi-stage information systems project where students work together in teams over much of the semester. Over the course of the semester, he periodically asks students to evaluate both the dynamics of the team as a whole and their own contributions, and to reflect on ways to improve both as the project continues. At the end of the project, he asks students to complete a peer evaluation for every member of their team, indicating each member’s contribution to the group. Professor Montoya’s total grade for the project combines a group grade (75%) and an individual grade (25%). The individual grade is based, in equal parts, on how each student’s teammates evaluated his contribution to the group and on the quality of the feedback he provided to them.

Make your assessment criteria and grading scheme clear.

It’s always important to articulate your performance criteria so students understand your expectations and standards. This is especially true if you are emphasizing skills that are not usually assessed, such as the ability to resolve conflict, delegate tasks, etc. Criteria for evaluating both product and process can be communicated by giving students a group work rubric ( pdf ) before they begin their work and then using it to provide meaningful feedback during and at the end of the project. 

It’s also important to think about how you will weigh the various components of group projects in your grading scheme. Some questions to consider include:

  • What percentage of the student’s total project grade will be based on the group’s performance vs. individual components? 
  • What percentage will be based on assessments of product vs. assessments of process? 
  • How much weight will you give to peer evaluations or self-evaluations? 
  • Will feedback from external clients also be incorporated into your assessment of the group’s work? If so, what sorts of feedback will you solicit: feedback on product (e.g., Does it work? Is it a good solution/design?), feedback on process (e.g., Did the group communicate effectively with the client? Did it meet deadlines?), or both?

A number of dimensions of group work can factor, either formally or informally, into a student’s grade. What’s important is to think about what dimensions of student performance matter to you and how your grading criteria and the weighting of assessment components can help motivate the behaviors you want to see. Finally, it’s critical to clearly communicate your grading scheme to students.

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How to Use Checklists in Project Management

By Kate Eby | July 22, 2022

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Project managers use checklists to help plan and execute all types of projects. We’ll teach you how checklists can help you stay organized and consistent from project to project.

Included in this article, you’ll find a list of the benefits of using checklists , a 12-step general project checklist , and examples of three additional types of checklists for project managers.

What Is a Checklist in Project Management?

A checklist is a tool that project managers use to stay organized. Checklists can help project managers keep track of project tasks, requirements, goals, and deadlines. You can always update checklists for later assignments or initiatives as needed. 

Project managers create checklists with input from their team and project sponsors. A good checklist should be as brief as possible while still remaining comprehensive. It should also be easy to customize to meet the needs of any project. A checklist should include the major steps involved in a project or process, as well as important substeps that are necessary for successful project completion.

What Is a Project Checklist?

A project checklist is a list of the steps required to successfully complete a project. These steps focus on the planning and setup phases. Using a checklist helps teams prepare sufficiently for future project work.

Project sponsors usually create a general project checklist for use in all of an organization’s endeavors. Project managers then adapt the checklist to individual projects. A project checklist should include both the general elements needed to complete a project and the specific elements needed to complete the project at hand.

Why Do You Need a Project Checklist?

Project checklists provide many benefits. Project managers can use them to improve task management, risk management, and more. From keeping track of project approvals to making solid project plans, we’ve created a list of the major benefits of project checklists.

These are some benefits of using checklists in project management:

  • Task Management: Checklists make it easier for project managers and their teams to manage tasks by providing a simple organizational framework. Checklists make it easy to create and assign tasks and to mark them as completed.
  • Project Planning: Planning a project is simpler when you use a project checklist. A checklist helps ensure that all necessary project elements are present and accounted for before you move on to the next steps.
  • Risk Management: Using project checklists is an easy form of risk management. A checklist can provide security by ensuring that teams complete process steps in the correct order. Using checklists also helps prevent the risk of missing or incomplete work.
  • Resource Management: Creating a work breakdown structure (WBS) and checklist helps project managers visualize the resources needed at each step in the process.
  • Project Approval: A project checklist can help inform your project charter and project plan. Both charters and plans are valuable tools that provide sponsors with the insight and visibility they need to approve projects with confidence.

How Do You Make a Project Checklist?

The first step in creating a project checklist is to understand the project. Identify its goals and the problems it will solve. You might also use or adapt old project checklists for use in future projects.

We’ve outlined a series of tasks and factors to consider when creating a checklist:

  • Research the Project: Identify the need for your project and the problems it will solve. Determine how it will solve those problems, what are its goals, and how you will measure its success. This will help inform what you choose to include on your project checklist.
  • Get to Know Your Stakeholders: Learn who will be on the team and who is responsible for project results. Identify their strengths and their current project commitments. Find out who is the project sponsor and what are their needs and priorities. This will help you plot your project’s roadmap and assign tasks.
  • Start Planning the Project: Plan initial project details with a project charter, and then finalize them in a project plan. Create a work breakdown structure (WBS) to help plan process workflows, assign tasks, and manage resources. Develop a schedule, budget, and  communication plan. These elements will all likely become steps on your checklist.
  • Use Information from Past Projects: Past projects can become a template for future endeavors. Take a look at your most successful projects, and try to re-create their success. Identify the planning tools that were used, and integrate them into your current plans. Make a note of anything you would do differently next time, and then add those processes to your next checklist.
  • Identify Possible Risks: Many risks are related to missing or incomplete project steps. Identifying the potential risks of your project can help you locate areas where you should pay better attention to detail. Describe these checklist items clearly and ensure that you account for them.
  • Consider Visibility: Determine early on how often and with whom you will need to share project updates. Consider using online dashboards to consolidate this information, and make your checklists and updates accessible to everyone who needs them.

Project Management Checklist

A project management checklist includes all of the steps required for successful project completion. This includes conducting research, forming a team, identifying goals, and planning and executing your project.

A project management checklist is sometimes called a project management plan, project execution checklist, project implementation checklist, checklist of project processes, or simply a project checklist . The exact items on your checklist might vary based on your industry, the type of project, or your company’s history and expectations.

We’ve outlined 12 basic steps for any project management checklist that you can adapt to suit the needs of your project: 

  • Perform Project Research: Research should always be the first step in your project checklist. Reference similar completed projects for an estimated schedule and budget. Put this information into a project charter to present to your sponsor for approval. Consider roadblocks you might encounter and additional resources you might need. Use the lessons learned from previous projects to inform your strategies.
  • Assemble Your Team: Define your stakeholders, and assign specific roles to your team members. Set expectations for deadlines and reporting, and begin to lay out who will be responsible for what. 
  • Define Your Scope and Goals: Decide on the goals of your project, what is required to achieve them, and the specific problems they will solve. Determine how you will measure project success and what is in and out of scope for your project. 
  • Review Your Budget: Confirm the budget you have available for your project. Next, start to categorize and add up your costs. Include all of the costs required to complete the project, including labor, materials, equipment, and any additional resources you might need. Consider using a project budget template to help keep your budget updated and organized throughout your project’s lifecycle.
  • Estimate Your Schedule: Outline a schedule for the project. Start with major milestones, and fill in smaller details as your plan comes together. By creating a draft schedule early in the planning process, you make it easier to adjust as the planning progresses. The draft also provides a great jumping-off point for creating your finalized schedule.
  • Create a Work Breakdown Structure: Once you’ve covered the basics, create a work breakdown structure (WBS) to define your project workflow. Identify the critical path , and create task lists for each project step and phase.
  • Finalize a Formal Project Plan: Your project plan should include a project overview, finalized budget, project schedule with deadlines and deliverables, list of potential risks, risk mitigation strategy, and communication plan. Read our guide to writing a project plan for tips and templates that will help you create a thorough plan of your own.
  • Define Your Success Measurements: Determine how you will measure your project’s success. This will depend heavily on the type of project you are undertaking. For example, the measure of success for a sales or production project might involve the total number of items sold or produced, but other projects might focus on throwing a successful event, developing a better version of an app, or improving an existing process. Read this guide on measuring project success to learn more.
  • Employ Your Risk Management Plan: Adapt the strategies outlined in your company’s risk management plan to the specific types of risks you might encounter in your project. If you do not yet have a risk management plan, create one using any of these customizable risk management plan templates .
  • Create and Share Project Information: Create a centralized repository or dashboard for storing project information, and keep it updated throughout the project’s lifecycle. Hold a project kickoff meeting to go over project information, and let stakeholders know where they can find updates. Use project management software to create shareable dashboards and visual aids for scheduling and budget information. Gantt charts and pie charts make complicated project information easier to digest.
  • Execute Your Plan and Monitor Progress: Once you finish planning and kick off your project, it is time for your team to execute their assignments. As the project manager, it is your job to keep the project on track by assigning and overseeing tasks, sending regular updates to stakeholders, and holding meetings based on your communication plan. It is also important to keep project status information updated and accessible at all times and to take steps to mitigate and avoid risks.
  •  Confirm Completion and Close the Project: When your project is complete, the last step is to hand it off or close it down. Hand off any necessary contracts with vendors or clients to the people who will be responsible for them, or close out those contracts entirely. Gather information on the lessons learned during the project, and hold a lessons learned meeting to share your findings with the team and stakeholders. Prepare a project closure report, and finalize all project findings and deliverables with the sponsor. Finally, store that information for later reference before moving on to your next project.

Project Management Checklist Template

Project Management Checklist Template Example

Download Project Management Checklist Template for Microsoft Excel | Microsoft Word | Google Docs | Google Sheets

Download Project Management Checklist Template with Sample Data for Microsoft Excel | Microsoft Word | Google Docs | Google Sheets

Use this downloadable project management checklist template to keep track of project planning and execution tasks. Document the time needed for each task in the template, and mark them as not started, in progress, or completed. We’ve populated a sample template with the 12 steps outlined above to get you started, but this template is completely customizable. Adapt it for your use on any type of project in any industry.

For more checklists, take a look at this list of free project checklist templates .

Additional Types of Project Management Checklists

Project managers might use additional types of project management checklists. These checklists are more specific than a generic project checklist. The most common types are used for project planning, program management, and project closeout.

Project Planning Checklist

A project planning checklist includes all steps needed to set up and plan a project. These checklists include everything between project inception and kickoff. Use them to ensure that your project plan satisfies all sponsor requirements.

Project planning checklists are also called project setup checklists, planning phase checklists, project development checklists, or pre-project checklists. Depending on your company, they can sometimes encompass project compliance elements as well. 

We’ve outlined a generic project planning checklist in eight steps that you can adapt to any project:

  • Research Your Project: Speak with your project sponsor to understand their expectations for the project. Reference past project information to determine what is feasible with the time and resources you will have available. Use the lessons learned from past projects to inform your project planning.
  • Assemble Your Team: Identify your stakeholders, and assign roles to team members. Determine their strengths and current commitments to other projects as you make decisions.
  • Estimate Requirements and Create a Project Charter: Put together a project charter with an estimated project budget and schedule. Your charter should also include preliminary risk management plans and an initial scope statement.
  • Secure Sponsor Approval: Present your completed charter to your project sponsor for approval. Once they approve it, you can begin to solidify your plans.
  • Finalize Budget, Schedule, and Resource Needs: Use the initial plans in your project charter to finalize a budget. Create a work breakdown structure, and use it to design a schedule with all relevant deliverables and deadlines. Begin assigning tasks to your team members based on their strengths and availability. Acquire any additional resources and equipment you will need to complete your project.
  • Create a Formal Project Plan: Combine all of your planning and research into a formal project plan. Your project plan should include a budget, a schedule, a statement of scope, a communication plan, and risk management strategies. Your project plan will serve as an authoritative document for each project phase, so it should be as accurate as possible. Once it is complete, you should only deviate from it when absolutely necessary.
  • Identify and Monitor Potential Risks: Risk mitigation starts before work on the project begins. Identify potential risks as early as possible, and let your team know what risks they will likely encounter. Keep an eye out for those risks, and pivot when necessary to mitigate their impact or avoid them entirely. 
  • Hold a Project Kickoff Meeting and Begin Execution: Hold a project kickoff meeting to present the plan to the team and stakeholders. A project kickoff should present the project’s goals, schedule, and roles and responsibilities, and they should encourage stakeholder buy-in. A successful kickoff meeting will be informative and exciting so that the team can hit the ground running.

Program Management Checklist

Program management checklists include the basic steps for managing a program or portfolio. They prioritize projects based on the goals of the organization as a whole. They also include steps for monitoring programs for continuous value.

We’ve outlined five basic steps for a general program management checklist:

  • Define Program Goals: Establish the goals of your program. Speak to executives to determine the goals of the organization and how they relate to the goals of your program. Program goals might include the growth of a business department, an increase in sales, or an expansion of a business’s presence in a market.
  • Organize Current Program Information: Gather information about any active projects within the program. Speak with project managers, and gain access to their status dashboards and reports. Project goals, scheduling information, budgets, and team compositions can be useful in determining the value of existing projects.
  • Define Prioritization Criteria: Determine the prioritization criteria you will use to rank projects within the program. Prioritization criteria might include the total cost of the project, the ultimate benefits of project completion, or maintenance needs that the project addresses. Speak with executives to help determine the criteria that are most important to the company.
  • Prioritize Projects Within the Program: Once you have determined your prioritization criteria, use a priority matrix or project prioritization template to rank the projects within your program by order of need and importance. As time goes on and new projects arise, you can update these criteria.
  • Monitor and Report: Track the progress of projects within the program. Shift priorities as you add or complete projects. Create a regular reporting schedule to inform executives about the progress and status of program goals.

Project Closeout Checklist

A project closeout checklist includes the steps needed to finalize a completed project. It should include handing off project information, measuring the project’s success, preparing a project closure report, and archiving project data for later reference.

A project closeout checklist is also sometimes referred to as a project retrospective checklist or a post-mortem checklist .

We’ve outlined six steps to create a general checklist for closing out a project:

  • Formally Hand Off Contracts and Documents: Some projects end when they are handed off to another team or department. If this is the case, create a formal system of ending your own project involvement and getting the next team up to speed. Make sure to include client or vendor contracts that the new team or department will still need. Close out any contracts that are no longer required.
  • Measure Success Metrics: Review your project success metrics, and measure your project’s success based on that criteria. Conduct surveys to get team feedback on project processes. If clients are involved, get their input on the success of the project. Document all of this information for your project report.
  • Identify and Review Lessons Learned: Call out and review the lessons you learned while undertaking this project with your team and stakeholders. Document this information in your report for future reference.
  • Prepare a Project Closure Report: Assemble a project closure report that includes lessons learned, success findings, and basic project information. Describe the schedule you followed and your final budget, including any overages. Your report should present all project information, good and bad, for reference by future project managers.
  • Formally Share Findings with Stakeholders and Sponsors: Hold a final meeting to share the results of your project with stakeholders and sponsors. Present a high-level overview of the project and what it accomplished or failed to accomplish. Use visual aids such as graphs and charts to represent data, and provide insight into what went well and what you would do differently next time.
  • Archive Project Data: Collect your project data in a centrally accessible drive. Make sure to follow your company’s file naming conventions for easy searchability. Use this drive to reference past project data and to help conduct research for future projects.

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Project/Presentation Checklist

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COMMENTS

  1. PDF Checklist for group presentations

    Checklist for group presentationsSamp. Checklist for group presentationsIn pl. Found ways to keep the audience interested. Avoided including too much content. Made it clear where we are going (at the start, linking sections etc.) Made sure that each presenter states how their section fits in with the rest. Developed clear and appropriate ...

  2. The Presentation Planning Checklist

    Make sure you are dressed and groomed appropriately and in keeping with the audience's expectations. Practice your speech standing (or sitting, if applicable), paying close attention to your body language, even your posture, both of which will be assessed by the audience.

  3. A Guide to Effective Group Presentations + Free Checklist

    Physical gesture: A nod or a smile towards the next speaker. Movement: Stepping aside to physically clear up space for the next speaker. Eye Contact: Making eye contact with the next speaker to signal it's their turn. Visual Cues: Props or clicker handoff: Passing the clicker or a relevant prop to the next speaker.

  4. How To Make a Good Presentation [A Complete Guide]

    Apply the 10-20-30 rule. Apply the 10-20-30 presentation rule and keep it short, sweet and impactful! Stick to ten slides, deliver your presentation within 20 minutes and use a 30-point font to ensure clarity and focus. Less is more, and your audience will thank you for it! 9. Implement the 5-5-5 rule. Simplicity is key.

  5. PDF Advice and Checklists for Oral Group Presentations

    BE SURE TO REVIEW HOW ORAL PRESENTATIONS ARE GRADED TO EARN MAXIMUM POINTS: oral group grade form CHECKLIST FOR DAY OF GROUP PRESENTATION: On the day of your presentation, please provide a STAPLED, hardcopy set of slides for your instructor. Please print only 2 slides per page.

  6. A Checklist for Project/Presentation

    Completed. 1. Have you been keeping a record of your meetings and progress? 2. Have you set up an online page to work together and has each group member contributed their visuals, interactive media and online websites used in the project? 3. Group Process Report: Has your group written a short summary (in sentence/paragraph form) of the group's ...

  7. Planning a Group Presentation

    STEP #1: Orientation. Group members need to learn who everyone is- exchange names, phone numbers, addresses, etc. and keep a record of this information. Discuss what the group is expected to do — don't assume that the requirements of the group project are clear to everyone. More often than not, people are not always sure about what the ...

  8. Essential Presentation Checklist for Success

    By learning the culture of a particular event, you can better understand how to communicate with your audience. 3. Create an outline of your initial ideas. Having established context, you'll find it easier to form some great ideas. Let your presentation take shape by using different brainstorming methods.

  9. 5 essential preparation steps for a successful presentation

    Get started with TED Masterclass. When preparing for your presentation, there are 5 steps to keep in mind when preparing for your presentation. These include: choosing the right software for your needs, organizing your files, preparing your presentation materials, practice, and make sure to do a final test run.

  10. Presentation Checklist: What to do Before and After Delivery

    Prepare speaker notes or cue cards. Take a presentations training course to improve your skills. Think about where to breathe and pause. Number your notes in case you drop them. Ensure your introduction explains your objectives and grabs the audiences' attention. Clearly define the points of the presentation.

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    The Outline. Research the daylights out of your topic. If it's a sales pitch, get the data you need to drive home the point. If it's for a larger audience, back up your main talking points with research-based data. This might sound like a lot of work, but a good outline will make your life so much easier over the next few days.

  12. What It Takes to Give a Great Presentation

    Here are a few tips for business professionals who want to move from being good speakers to great ones: be concise (the fewer words, the better); never use bullet points (photos and images paired ...

  13. Presentation Checklist Template Pack

    Download our Free Presentation Checklist Template Pack! A checklist is a list of tasks that have to be accomplished or points that have to be considered. In order fo ... The basic checklist slide is great when you are managing a group project and you need to organize the daily, weekly or monthly routine. By doing this, you will make sure that ...

  14. What are best practices for designing group projects?

    To create individual accountability, some instructors combine a group project with an individual quiz on relevant material. Others base part of the total project grade on a group product (e.g., report, presentation, design, paper) and part on an individual submission. The individual portion might consist of a summary of the group's decision ...

  15. Free Group Project Presentation Templates

    Elevate your group project presentations with Venngage's free and customizable templates. Collaborate seamlessly, design visually stunning slides and captivate your audience with professional-grade presentations. 1/5. Tradewind Group Project Education Presentation Template group project presentations. 1/5.

  16. Presentation Overview

    We have got some good ideas for you not only in preparing the project materials but also how to present them. This section provides you with useful guidelines on how to: Previewing your presentation skills. Tips for planning and presentation. Structure the presentation. Preparing presentation. Presenting the project: Delivery.

  17. Using Group Projects Effectively

    Using Group Projects Effectively. If structured well, group projects can promote important intellectual and social skills and help to prepare students for a work world in which teamwork and collaboration are increasingly the norm. This section provides advice for faculty employing group projects. We examine the following questions:

  18. How to Create a Project Management Checklist: A Step-by ...

    Step 1: Define the project scope. Start with the basics! Define the project scope by identifying the goals, objectives, deliverables, timelines, and budget. Creating a checklist that covers necessary tasks and activities is impossible without a clear understanding of the project scope. Step 2: Identify project phases.

  19. Group Presentation Rubric

    This year, we're excited to share a brand new printable group presentation rubric for teachers. It simplifies the grading process by providing clear, structured criteria to assess various aspects of student presentations. This rubric is divided into several key categories, each with specific performance indicators and corresponding point ranges.

  20. Free group project education presentation templates

    138 templates. Create a blank Group Project Education Presentation. Group Project Financial Education Presentation in Grey Dark Green Blue Bold Shapes Style. Presentation by Canva Creative Studio. Black White Pink Cute Fun Illustration Notebook Group Project School Presentation. Presentation by Alma Aurelia.

  21. How can I assess group work?

    This strategy gives diligent students a greater sense of fairness and control and discourages free ridership. Individual learning and performance can be assessed in any number of ways. Some instructors add an individual component to group projects (e.g., a short essay, journal entries); some combine a group project with an individual test or quiz.

  22. Project Management Checklists

    A checklist is a tool that project managers use to stay organized. Checklists can help project managers keep track of project tasks, requirements, goals, and deadlines. You can always update checklists for later assignments or initiatives as needed. Project managers create checklists with input from their team and project sponsors.

  23. Project/Presentation Checklist

    Project/Presentation Checklist. Download. Add to Favorites. Add to Folder; creative writing: children's book: activities: classroom tools ... Create new folder. CREATE NEW FOLDER. Share. Use this form to evaluate an individual or group student project. The checklist can also be used to guide students as they plan a project. Authored by: Scott ...