Project Management Flow Chart
A project management workflow is a sequence of tasks that need to be completed in order for a team or individual to complete a project, reach a goal, or finish a process step.
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It’s a way of breaking down complex processes and projects into smaller steps and then sequencing those steps in a logical order that allows all parties to complete their tasks successfully.
Having good project management workflows in place is key for project managers and leaders who want to see work get done without stoppages, arguments, waiting on dependencies, or confusion about who does what and when.
In other words, if you want your teams to run smoothly and face fewer snags along the path toward project execution, you need to provide project management workflows to those teams.
This template was created by Sarah Moffatt.
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Production Workflow Template
Works best for:
Agile Workflows, Agile Methodology, Project Management
Whether you’re producing a podcast, a marketing campaign, a TV show, or a piece of content, establishing a production workflow is crucial. A production workflow creates a visual guide to the different steps in a process. It can be used to train new team members or give a high-level overview to stakeholders. Although production workflows vary by team and business, they generally contain information about who the stakeholders are, how you brainstorm ideas, what your timeline looks like, and what resources you need to succeed.
Communications Plan Template
Works best for:
Marketing, Project Management, Project Planning
You saw the opportunity. You developed the product. Now comes an important step: Find your audience and speak to them in a way that’s clear, memorable, and inspiring. You need a communications plan—a strategy for controlling your narrative at every stage of your business—and this template will help you create a good one. No need to build a new strategy every time you have something to communicate. Here, you can simplify the process, streamline your messaging, and empower you to communicate in ways that grow with your business.
Flowchart Template
Works best for:
Flowcharts, Mapping, Diagrams
Trying to explain a process or workflow to your team — or just wrap your head around it yourself? Sometimes the best way is to see it, and that’s when you create a flowchart. Using common shapes (generally just ovals, rectangles, diamonds, and arrows), a flowchart shows you the direction a process or workflow goes and the order of steps. Beyond giving you a clear understanding, you’ll also be able to see potential flaws and bottlenecks, which helps you refine and improve your process and create a better product more efficiently.
Insightful Venn
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Venn Diagram
Discover insights and visualize data relationships with the Insightful Venn template. This tool helps you compare multiple datasets, identify intersections, and understand unique and common elements. Use it for data analysis, research, and presentations to communicate complex information effectively. Perfect for analysts, educators, and researchers aiming to convey data-driven insights visually.
Stakeholder Analysis Template
Works best for:
Project Management, Strategic Planning, Project Planning
Managing stakeholders is integral to completing a project on time and meeting expectations, so here’s how to use a stakeholder analysis to help. A stakeholder analysis empowers you to meet expectations and complete projects on time by identifying individuals, groups, and organizations with a vested interest in a program or process. In a typical stakeholder analysis, you’ll prioritize stakeholders based on their influence on a project and seek to understand how best to interface with them throughout the course of the project.
Infographic Template
Works best for:
Marketing, Desk Research, Documentation
As we bet you’ve experienced, data can get pretty dense and dry. But you need it to be compelling, memorable, and understandable. The solution? Infographics. These are tools that let you present information in a visually striking way and turn quantitative or qualitative data into stories that engage and resonate. Whoever you’ll be presenting to — customers, donors, or your own internal teams — our template will let you design an infographic that combines text and visuals to break down even the most complicated data.