Free PowerPoint Template to Improve Your Finance Presentations

A PowerPoint template is a pre-designed set of slides that can be used as a starting point for creating a new PowerPoint presentation. Furthermore, templates provide a consistent design and layout for presentations, making it easy for users to create professional-looking slides quickly and efficiently.

They can include backgrounds, color schemes, fonts, and other design elements that are already set up and ready to use.

Moreover, templates can be created by individuals or organizations and can be customized to meet specific needs. However, they can also be purchased or downloaded from a variety of online sources. As a result, using a PowerPoint template can save time and ensure that presentations have a consistent and polished look.

  • Do you want to make your idea more visual?
  • Do you want a quick solution to transform your PowerPoint presentation and make it more professional?

I worked on a free PowerPoint template to help you solve these issues!

Details of The PowerPoint Template

Here is what the free PowerPoint template includes.

Executive Summary of the PowerPoint Template

  • Description (High-level business objective)
  • Schedule (Current phase, project status, and accomplishments)
  • Costs (Total project budget, actual costs to date, estimates at completion, and variance at completion)
  • Risks

Proposed Solution

Here you need to write the solution to the problem step by step.

  • Step 1
  • Step 2
  • Step 3
  • Step 4
  • Step 5

Business Benefits

  • People
  • Processes
  • Savings

Project Organization

You can organize your project in a chart to have a better understanding.

Project Schedule

You can set your schedule in different phases. Furthermore, this will help you to do everything in the correct order.

3 Steps Graphic of The Project in The PowerPoint Template

You can divide the process into three steps graphic.

  • Research
  • Time
  • Goal

Communications Management Plan

This serves for better communication and management of the plan.

  • Q1
  • Q2
  • Q3
  • Q4
  • Finish

Key Risks and Issues

Here you can note all the potential risks and issues that may occur in the project.

  • Risk 1
  • Issue 1

Steering Committee Members

Here you can keep evidence of all of the members.

  • Name 1
  • Name 2

Action Item List

Here you will keep track of the actions, the owner, and the due date.

  • Action
  • Owner
  • Due Date

Next Steps

In this part, you will list all of the remaining steps you need to take.

  • Step 1
  • Step 2
  • Step 3
  • Step 4
  • Step 5

You can find the presentation here: Free Powerpoint Template

Additionally, you will find inside some great ways to present ideas, list topics, show a project schedule, etc and on top, I added some free icons!

Conclusion – This Free PowerPoint Template Will Help You Reach Your Goals

Using this PowerPoint template in your presentation guarantees that your material is presented logically and succinctly, allowing the audience to focus on the information as needed. Therefore, you will be able to display the facts in a much more practical way with the use of charts and graphs.

Also, it is very helpful in maintaining the company’s reputation with both your clientele and the broader public. It enables you to logically draw attention to your business’s advantages. Additionally, the PowerPoint template gives your presentation more authority.

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1. What exactly does the free PowerPoint template include?

The free PowerPoint template is designed to help you structure your presentation with a professional layout. It includes an executive summary slide, a proposed solution section, details on business benefits, a project organization chart, a project schedule, a three-step graphic for project visualization, a communications management plan, a list of key risks and issues, steering committee member information, an action item list, next steps, and additional resources like free icons for enhancing your presentation’s visual appeal.

2. How can I customize the PowerPoint template to fit my specific project needs?

This PowerPoint template is fully customizable to cater to your project’s specific requirements. You can edit the text, change color schemes, fonts, and backgrounds, adjust the layout of each slide, and add or remove slides as needed. The template serves as a starting point to ensure consistency and professionalism in your presentation, but every aspect can be adjusted to match your content and branding.

3. Where can I download the free PowerPoint template?

You can download the free PowerPoint template by clicking on the link provided in the blog post. The template is available for immediate download and use, ensuring you have access to a high-quality, professional starting point for your presentations without any cost.

4. Can this PowerPoint template be used for any type of project presentation?

Absolutely! While the template is designed with a professional layout suitable for business and finance projects, its versatile structure makes it perfect for a wide range of presentations. Whether you’re presenting a marketing plan, a project update, research findings, or educational material, you can adapt the template to suit your needs.

5. How does using a PowerPoint template benefit my presentations?

Utilizing a PowerPoint template, especially one designed with a professional and coherent structure, saves time and ensures your presentation has a polished and consistent look. It helps effectively convey your message by organizing information logically and clearly. Additionally, it adds an element of visual appeal that can make your presentation more engaging for the audience, helping to maintain their interest and focus on your content.

A To-Do list is simply a list of tasks that you need to complete. In other words, just much anything and everything may be on your To-Do list.

However, just because you’ve written your tasks down doesn’t imply they’ll actually be done.

You can prioritize your tasks and do excellent work by keeping track of when your assignments are due. The purpose of a To-Do list is to help a person stay organized and prioritize their tasks.

Benefits of Using A To-Do List

There are many benefits to using a to-do list for finance professionals:

  1. Improved productivity: A to-do list allows a person to focus on the tasks at hand and avoid distractions. By having a clear list of tasks, a person can work more efficiently and effectively.
  2. Better time management: A to-do list helps a person plan their time more effectively. By identifying the most important tasks and prioritizing them, a person can ensure that they are using their time efficiently.
  3. Enhanced organization: This list helps a person keep track of all their tasks in one place rather than relying on their memory. This can help a person stay organized and avoid missing important deadlines or tasks.

How to Use A To-Do List?

To use a to-do list, a person can simply write down the tasks they need to complete on a piece of paper or in a digital tool. Some people like to organize their lists by priority or by the due date. You can also use a to-do list to track their progress and mark tasks as complete when they are finished.

  1. Open Excel and create a new spreadsheet.
  2. Create a column for the task name and a column for the due date. You can also add additional columns for other details, such as the priority of the task or the person responsible for completing it.
  3. Enter the tasks and their corresponding details in the appropriate columns.
  4. To mark a task as complete, you can use a checkmark symbol or a different font color. You can also create a formula to automatically mark tasks as complete when the due date has passed.
  5. If you want to sort your to-do list by priority or due date, you can use Excel‘s sorting feature. To sort your list, select the data you want to sort and click the “Sort” button in the “Data” ribbon.
  6. To view only the tasks that are still outstanding, you can use Excel’s filter feature. To filter your list, click the “Filter” button in the “Data” ribbon and select the criteria you want to use to filter your tasks.


In conclusion, a to-do list is a simple yet powerful tool that can help you manage your time, stay organized, and accomplish your goals. By breaking down tasks into smaller, actionable items and prioritizing them, you can better focus on what needs to be done and feel a sense of accomplishment as you check items off your list.

Therefore, it’s important to regularly review and update your To-Do list to ensure that you are making progress and not missing any important deadlines. With a well-crafted to-do list and a little bit of discipline, you can achieve great things and live a more productive and fulfilling life. By using Excel to create and manage your to-do list, you can easily track your tasks, prioritize them, and stay organized.

Here is a great To Do List by Jon Macdougall, the Excel MVP. Use it for yourself, for your team, for your meetings, or for project management with other people. You can tailor this template and take the habit of using it instead of redoing the design of your To-Do List each time you create a new one.

If you want to receive more finance tips like this, feel free to sign up for my newsletter. If you subscribe, every two weeks, you will receive an email from where I share best practices, career advice, templates, and insights for Finance Professionals.