How to Create a Stakeholder Engagement Plan (+ Templates)
When it comes to meeting deadlines, prioritizing important tasks, or successfully accomplishing projects, checklists are invaluable. Having a thorough checklist on hand not only keeps you on track but also helps you manage your time effectively.
So, if you’re tired of missing steps when executing projects, getting frustrated with unwarranted hiccups or missing key opportunities to help you succeed in your tasks, then this article on checklist templates is for you!
We'll dive into what makes a good checklist and share some easy-to-use checklist templates to get your tasks in line and your projects running smoothly. Whether it's for your team, projects, clients or new hires, we've got you covered.
Ready to dive in?
A checklist is a document that outlines tasks, steps, or items to be completed or considered when working towards a specific goal. It’s essentially a guide to ensure that no task is overlooked, increasing accuracy and consistency for processes or activities that need to be completed. The length and structure of the checklist is based on the project or task at hand, but it should always be customized to the needs of the user.
A good checklist has the following key elements to ensure successful project and task completion, regardless if the checklist will be used by yourself, managers, team members or clients:
There are four main types of checklist methods you can apply to your checklist to ensure that it’s executed in a highly productive and accurate way. Top checklist methods include but are not limited to:
Now that we’ve covered the basics of a good checklist and a few methods to help you use them effectively, let's dive into the various types of checklists to streamline your workflows, processes, teams and even clients.
Each checklist template is professionally designed and can be easily customized to cover a variety of needs and projects. You can swap, remove or add sections; change the text and fonts and so much more.
They’re so easy to use; see what our Visme users are saying about them:
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Hosting worthwhile virtual meetings is the new normal for some, while for others it’s a regular struggle. Having a daily checklist template and an agenda is crucial to ensuring that each virtual meeting is a successful use of time.
You can either use this virtual meeting checklist yourself or share it with team members to establish key rules or etiquette to follow before, during and after a meeting. This checklist can improve your remote collaboration and communication and seamlessly integrate with your main agendas.
Additionally, you can customize this virtual meeting template to host daily tasks, monthly to-do lists or use it as a personal checklist template to keep you focused and ready for each meeting.
Launching a new product can be stressful, and it can be easy to let important tasks fall through the cracks until they’re needed at the last minute. Use this product launch checklist to keep you and your team on track from start to finish.
This prepopulated task checklist template already has an overview of a few product launch items you’ll need to get started. Use it as is or customize, edit and add sections so that it’s suited to your specific product, service or project.
Use Visme to add interactive elements to your checklist. For example, you can make each item listed a hotspot or add a link to the documents, live action items or URLs so you can track all the completed items from your list in one place.
Brandon Hall Group found that companies with strong onboarding best practices or processes had their retention increase by 82% and had a productivity rate of over 70%. Having an onboarding checklist in your arsenal can provide an exceptional experience, as new hires have clear objectives and tasks to guide them through their first week, days or months.
This new hire onboarding checklist template features bold colors, eye-catching fonts, icons and sections with minimalist designs that make it informative and engaging. You can customize them based on a specific role or department.
You can make this checklist template your own by adding your company branding to provide a more uniform look using Visme’s AI-Powered Brand Wizard. Simply input your company website and watch the Wizard gather your colors, fonts, icons and more to create a brand kit. It will also suggest templates that automatically match your branding. You can always access this brand kit in the Visme Editor under new or current projects.
Whether you’re doing a merger, acquisition, investment or partnership, this due diligence report checklist will allow you to thoroughly check off all the key aspects of a business or potential investment opportunity.
This customizable checklist template covers multiple areas, including financial, legal, operational, taxation and regulatory aspects. It comes with a minimalist design featuring cool tones and yellow highlights. Including three pages, each containing sections for you to complete an effective due diligence report.
If you’re creating, refining or incorporating customer success in your company, use this customer success training checklist to ensure your training program is effective. It sets your employees up for success and helps them understand the essential touchpoints of the customer success journey.
This template design is meant to keep information simple and easy to follow. It has a clutter-free design with smart use of spaces and fronts. You can swap out the placeholder logo for your own, change the colors to match your brand and tailor sections based on your client or employees in training.
Visme offers a wide range of training materials, whether it's for your clients, employees or as lead magnets. Access checklists, training manuals, ebooks, videos and courses. Visme also allows you to export content in SCORM and xAPI, enabling you to upload or work with the best learning management system (LMS) or learning record store (LRS).
Clients need a good onboarding process just as much as a new employee. Using a client onboarding checklist not only helps give a great first impression but also improves client retention, brand loyalty and longevity of your partnership.
This client onboarding checklist is generalized. So you can quickly tailor it to your industry or services. It comes with clean spaces, bold color along the edges and icons and headers.
Visme offers a wide range of icons, graphics and illustrations, so you can change the preset icons to ones that are more to your liking.
Finally, as crucial as having a client onboarding checklist is, ensuring that your clients or employees actively use, view or follow this checklist is equally important. Share your checklist as an online link or within the Visme workspace and tap into Visme's analytics to understand how your viewers engage with your content, including its usage, average time spent and more.
When you're planning your next influencer collaboration, partnership or campaign, use this checklist with your team to make sure you’re on the right track. It features a sleek visual layout that's equipped with a professional selection of fonts, eye-catching icons and shapes.
This checklist template is designed as an infographic, offering you the flexibility of having all your items listed in one place, similar to a one pager. This format enables your team to quickly review and check off the necessary items at a glance.
Need some extra help or someone to review your checklist? You can use Visme to collaborate on this checklist seamlessly with your team, eliminating back-and-forth emails and communication bottlenecks.
Visme enables you to manage user permissions, controlling viewing, editing, and commenting access. Leave comments directly on checklist sections, tag team members or share your checklist with password protection, ensuring that only those who need access can view it.
This event flyer checklist is perfect for anyone planning an in-person or virtual event. While the current checklist items offer a general overview of necessary elements, you can customize the details according to the type of event you want to host.
Alternatively, you can use Visme's AI Writer to generate a more detailed checklist. This will significantly reduce your brainstorming time for tasks and ideas. Simply provide a prompt, and the AI Writer will generate drafts, ideas, outlines or overviews. Additionally, it can proofread and edit your final checklist, eliminating any grammatical errors or repetitions.
For project or product managers aiming to ensure the smooth progression of their app or software development, this printable checklist template was made with you in mind.
This customizable checklist template offers a color-coded outline of various stages or tasks for your team. Plus, you can seamlessly integrate Visme with your team’s favorite apps, such as Slack and monday.com to streamline work processes and task completion.
If you need more software or app focused templates to guide your team of developers, check out Visme’s extensive library of templates made with project, program and product managers in mind. Each covers a wide range of use cases, formats and designs, so you’re sure to find something you’ll love.
For marketing agencies aiming to provide new clients with a smooth onboarding experience, use this to-do list template. It covers all the fundamental tasks you’ll need to give your client a professional and welcoming experience.
This checklist also aids in setting clear expectations and providing opportunities for upselling or cross-selling services. It also helps with tracking customer satisfaction within your agency.
If your team is assisting with the tasks outlined in the client onboarding checklist, leverage Visme’s Workflows to easily manage roles, tasks, deadlines and revisions in one centralized platform. This feature helps centralize your project management needs within and outside of the scope of your content.
Visme doesn’t just offer templates for you to customize but allows you to create your own, even if it’s from scratch. Visme’s user interface is perfect for non-designers or those looking to level up their checklist experience.
To help get you started, here’s a step-by-step guide on how to create a checklist with Visme's checklist maker.
It’s free to create a Visme account—all you need is your email address, or you can easily link it with your Gmail or Facebook account.
You won’t be asked to put your credit card information in first. We want you to test out the Visme Editor before you decide to upgrade from a free account to a paid one.
If you already have an account, simply log in and you’ll be taken to your Visme Workspace.
After logging in, head over to Visme's template library and use the search bar. Simply type 'checklist' in the search bar and browse through the available options. Visme offers a wide range of different checklists, from onboarding checklists to weekly checklist templates to business checklist templates and other options.
Pick the one that best suits your needs and prepare to customize it.
You can also skip the template and let Visme AI Document Generator whip up the perfect checklist format for your productivity and team needs. Simply enter a prompt, and Visme’s AI will do the heavy lifting, offering you templates for checklists, presentations, reports and so much more.
Now that you have your checklist, it’s time to incorporate your company's branding elements—logos, colors and fonts—into it. This not only maintains brand integrity but also provides a professional look and feel.
Explore all of Visme’s icons, animations, royalty-free photos and graphic tools until you're completely satisfied with your checklist.
Additionally, don’t forget that Visme's built-in collaboration tools make it easy for teams to collaborate, edit and update checklists. Invite team members to view, comment or edit the checklist; engage in real-time discussions and ensure alignment or agreement among managers and employees before finalizing the checklist.
Once you’ve finished designing your checklist, you have a few options to download, share or use it. This includes:
The power of a good checklist should never be underestimated. With Visme's checklist maker, it's easy to create one. Choose a checklist template to create one for any project or purpose so you can confidently go forward knowing each step required to successfully complete your tasks.
Not to mention, Visme goes beyond your checklist and takes on the task at hand with its intuitive and comprehensive design, content creation, brand and project management tools and features. You can collaborate effectively, elevate and tackle projects like never before, cut down on costs and save time, all while finding new ways to improve your workflows.
Curious to see what Visme can do for you? Sign up or book a demo to discover how Visme can benefit your team, department and company.
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