PMO Pilot

Client Onboarding template for PowerPoint

Customer implementation plan by workstream, weeks over months, with go-live and review milestones.

Pro Consulting & client timeline look. Included in PMO Pilot Pro.

Client Onboarding timeline look example slide: Client onboarding — Acme Corp
Shown on a sample plan: Client onboarding — Acme Corp. In the add-in, previews use your own data.

Download (.pptx, 14 KB) Fill it from your notes in PowerPoint

The download is the slide above, made of native PowerPoint shapes you can edit. No sign-up. To draw it from your own dates in the browser, use the free timeline maker. PMO Pilot, the PowerPoint add-in, fills it from notes or a spreadsheet and is free to install.

When to use it

Implementation plans you share with a customer: what happens each week until go-live.

How to make it in PMO Pilot

  1. Put the workstream (Engagement, Delivery, Enablement) in the Workstream column.
  2. Pick Client Onboarding — weeks under months, a lane per workstream.
  3. Mark go-live and the steering review as milestones so they stand out.

Tip: Use deck colors & fonts under Brand when the deck is co-branded.

Best for

Customer success, Implementation leads, Account managers.

Bring your data from…

Column names are matched as each tool exports them: no mapping step.

More Consulting & client templates

Part of Implementation plan templates, with a guide to which one fits which meeting. All 80 timeline looks, each a free .pptx download.

From the blog

Client Onboarding timeline look example slide: Client onboarding — Acme Corp