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Banking, Finance, and Insurance Examples

Initial Public Offering Schedule Investment Portfolio Timeline Investment Build-Out Plan

Industry Applications

    • Planning for significant financial events such as IPOs or mergers and acquisitions
    • Understanding the major events that drive the performance of an investment portfolio
    • Executive-level presentations on the steps required to invest in a new region or technology
    • Managing projects involving complex enterprise financial systems
    • Assessing the impact of schedule changes and the risks they present to overall program performance

Sample Banking, Finance, and Insurance Projects

The following charts are examples of program and project timelines used by financial services firms and insurance companies:

Initial Public Offering Schedule

Initial Public Offering Schedule

This schedule shows a technology company's plan to evaluate and complete an initial public offering on a US stock exchange.

View Initial Public Offering Schedule >

Investment Organization Build-Out Plan

Investment Organization Build-Out Plan

This plan shows executives the tasks required to build a new organization of highly-skilled financial professionals to serve a new investor market.

View Investment Organization Build-Out Plan >

IT Upgrade of Financial System

IT Upgrade of Financial System

This Gantt chart shows the schedule and risks for a multi-month upgrade of an enterprise financial system by a company's IT department.

View Financial System Upgrade Schedule >

Leasing Futures Plan

Leasing Futures Plan

This project plan illustrates an investment firm's entry into a new international futures market, and includes all of the due diligence required to begin operations.

View Leasing Futures Plan >

Regional Branch Bank Expansion Program

Regional Branch Bank Expansion Program

This program summary gives bank executives a high-level timeline for its retail banking division's expansion into new regions.

View Regional Branch Bank Expansion Program >

Venture Capital Portfolio Timeline

Venture Capital Portfolio Timeline

This timeline shows the history of capital infusion for all of the companies in a VC firm's investment fund, including level of participation and liquidity events.

View Venture Capital Portfolio Timeline >

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