What is Vendor Risk Management: A Complete Guide + Examples
Creating the ideal project management system that works is a skill you improve on practice. Finding the perfect combination of tools to engage the team and get the tasks done is winning the project management lottery.
As your project management career grows and expands, your systems evolve and improve. Your Work OS is at the center of it all — the platform where everyone on the team connects and makes decisions. But what most Work OS platforms are missing is the power of Visme.
Are you looking for the perfect companion to your Work OS that will help you get projects done better and more fun? This guide will give you an overview of how Visme can help you better manage projects while staying organized and on-brand.
We'll cover how Visme can help you in different areas. We’ve also sprinkled the best templates for project managers and exclusive tips on incorporating Visme into your work throughout the post.
Let's get started.
As a project manager, you know the importance of reaching goals with your team. When learning the ropes as a project manager, you learned that the best way to succeed is to have systems.
Systems for:
Once these systems are set up and running, they are repeatable and ongoing. Having a set of systems you believe in will help your project management be more efficient and successful.
But how can Visme help you manage projects?
All the steps to take care of a project, from ideation to organization, include documentation, tracking, reporting and visualizations. At Visme, we believe in the power of visuals to communicate, and we’ve created templates that will fit right into your systems.
You’ll notice quickly that even Visme can be a system in itself to manage projects with a team. In this guide, we’ll share the best ways Visme can help with your project management.
Project management is 80% communication. Internal and external communication keep projects going. Visme has several communication templates to help you manage projects with a team.
First up is the communication plan — a document where the project manager shares all the essential communication information for the project. It’s the first thing to take care of before starting the work.
For example;
Among other communication documents available in your Visme editor, there are:
Each document holds valuable information about the expected outcome of a project in specific details. Create them inside Visme, share them via Visme, and organize them with folders and tags (also inside Visme.)
Here's a creative brief template you can use:
Alongside communication, you’ve also got scheduling and time management right at the top of the board.
From project management plans, roadmaps and flowcharts to Gantt charts and checklists, Visme has all the templates you need to manage teams and tasks more effectively.
You can lay out the main steps to complete the project with a roadmap. Using an infographic template to create a roadmap is a great way to communicate visually with your team and stakeholders.
Make it interactive to share more information in popups or videos. Then, if things change over time, you can adjust the roadmap accordingly.
For more detailed time management, use color-coded Gantt charts. Daily task management uses checklists or forms to ensure everything is done.
The template below is a Gantt chart covering one month of work and space for another month if things take a little longer and you need to adjust.
You can easily organize everything when creating communication collateral or management documents with Visme. Your Visme account has a few different organizational systems for everything you upload, make and need on hand.
Keep all your project-related files, images, and documents in one place using Visme's "My Files" feature. Visme will automatically save all the photos, videos, audio and other files you upload. You can further organize files in folders according to project or team member, making it easy to find and access your needed resources.
Utilize the "My Brand" feature to maintain consistent branding across all project materials. By setting up brand colors, fonts, and logos, you can ensure that every presentation, infographic, or report created in Visme adheres to your brand guidelines.
You also have access to a slide library with your custom slides, a content block library and a brand kit that organizes your colors, fonts, logos and brand templates.
At the top level, you’ve got Workspaces. Visme workspaces let you create separate areas for your work — for example, one workspace per project or different workspaces for internal and external communications. Organize your Visme creations inside each workspace into folders.
You can create a workspace for different projects and invite your collaborators using their email, so only invitees can access it.
As a project manager with a Visme team account, you’re able to choose permissions for everything your team can do inside the main account. Permissions help keep some things unchangeable, helping your team stay on brand and avoid unwanted errors.
The project manager is in charge of all the people in the team working towards the same goal. Collaboration and teamwork are the basis of success; a well-led team is more productive and enjoyable for everyone involved.
With Visme, your team can collaborate on any visual content, ensuring that everyone is on task and on-brand.
Invite your team members via email or by sharing a link. Here are some of the critical components of Visme’s design collaboration feature:
Read this article about how to do a collaborative design with Visme or watch the video below to learn more.
Here’s what one of our customers Jaime Kelm, the Director of Business and Data Strategy at LAFC has to say about Visme’s collaborative capabilities.
“I absolutely recommend Visme due to its dynamic functionality and ability to integrate everchanging media and digital technologies. That combined with a collaborative environment which empowers our team to be more efficient with time has been a huge plus.”
“The sharing and communal ability of the users and the ability for our reps to use what someone else has made and tweak it to fit their needs has been a huge time saver.”
You can read the complete case study from here: How a Professional Soccer Club Achieves Ease of Use With Visme.
While on the project management cycle, you’ll need to track and report the progress to your teams and the stakeholders. Visme has all the tools you need for an ongoing and detailed tracking and reporting section of the work.
Visme's built-in analytics provide a comprehensive overview of your content's performance. You can access crucial metrics such as views, downloads and time spent on each slide or page. Use this data to identify trends, evaluate the effectiveness of your visual content and make informed decisions for future projects.
To take it one step further, Visme’s deeper analytics allows you to view the user name, location, date/time, IP, organization and source.
Create reports however you like, as a document, a multi-slide project presentation or an interactive infographic. Share reports with the team using a live Visme link. You won’t need to print anything — Visme designs are viewable on any device.
Another tracking and performance tool that helps keep track of progress is performance reviews. Use these to assess the team’s progress as a group or individually per member.
Visme seamlessly integrates with Google Analytics, allowing you to track user behavior and gather in-depth insights into your content's performance. By combining Visme's built-in analytics with the powerful data analysis capabilities of Google Analytics, you can uncover hidden patterns to optimize your projects.
Managing a project while staying on brand is easy with your Visme team account. Everyone on the team has access to the brand kit, collaborating on existing projects or creating their own as part of their tasks.
At any moment, use our Brand Design Tool to generate a complete selection of templates with your brand already applied. They are a huge time saver and will get you started quickly. Open and save the templates you think you might need at any point in the project.
From the Brand Kit, set the generated templates as brand templates. This way, you and your team will have access to them at any time. If you wish to have a printed or digital brand guidelines document for your team, that’s also available inside Visme in different styles.
Customize Dynamic Fields in your Visme dashboard to make your personal and project information consistent across the pages of your report.
The possibility of creating interactive content is what takes your project management to the next level. Why make an uninspiring all text document when you can make a visually rich interactive experience?
Add hotspots for popups, links, and supporting content to your already amazing creations. Add videos, animations, fillable forms, maps and lots more.
Interactivity helps you better manage projects and adds the perfect finishing touch. Here's an interactive map template you can try hovering on to get a taste of Visme's interactivity features.
Visme can help you better manage projects of any type, including marketing projects. Not only can you manage the project collaboratively, but you can also plan and create the content to share on social media and other marketing channels.
Start with strategic templates like buyer personas and customer journey maps at the planning stage. These documents will help you strategize before the launch of the marketing project and make it visual.
When it’s time to create content for your marketing campaign project, Visme has your back. Make engaging social media content, ads, blog graphics, lead magnets and course content in collaboration with your team.
This lead magnet template, for example, is a perfect example of one of many visual marketing possibilities available inside Visme.
As a product manager, you need to stay on top of every feature that goes into your products. You must ensure it’s well-tested and the user experience is up to par before releasing it to the public.
And between developing and releasing the product, you need to create many documents to stay organized, including user stories and wireframes. Visme can help you with all of that.
Visme enables product managers to develop visually appealing roadmaps, interactive timelines, and Gantt charts to communicate product development plans with stakeholders. Presenting complex information in a visually digestible format ensures everyone understands your product's direction and milestones.
Furthermore, Visme can help you create user personas, customer journey maps, competitive analysis reports and more.
Here is an example of a customer journey map that you can use for product management. The template will help you visualize how your customers interact with your products and services.
Presenting technical information is one of the significant challenges for Tech & Software projects, especially if your team is working remotely.
Create flowcharts, network diagrams and system architecture diagrams to visualize complex technical concepts and processes. Also, with Visme's presentation capabilities, you can create engaging presentations for team meetings, training sessions and client demos.
This will help you foster better understanding and collaboration within your team.
Below is one of the many wireframe templates from Visme’s library that you can use to create a diagram for an SEO dashboard. Take advantage of the charts, graphs, radial gauges and other data visualization used in this template.
Human Resources plays a pivotal role in an organization's success. Visme offers powerful tools to help HR professionals create visually engaging materials and streamline their processes.
From attracting top talent and developing interactive company documents to boosting team morale, your HR projects will surely get some boost.
Visme can help you design visually engaging job postings, onboarding materials, and training manuals to attract and retain top talent. With eye-catching visuals and interactive elements, you can make a lasting impression on prospective and current employees.
Use the training manual template below to show your company objectives to the new hires and streamline the onboarding process. It includes the objectives, skills required and strategies needed to become a successful community manager at your organization.
Create interactive company culture and policy documents that can easily update as needed using Visme.
Recognizing and celebrating the achievements of your team members can significantly improve employee satisfaction, engagement and productivity. Visme can help you create visually appealing performance review templates and employee recognition certificates to boost team morale.
That being said, here’s a weekly performance report template that you can use to evaluate employee performance.
Brad Wills, Sourcing Executive at IBM attracts top talent using Visme infographics. Here’s what he has to say about Visme.
"We’ve definitely seen a large uptick in engagement from candidates whenever infographics are utilized as part of recruitment strategies.”
"Now, many applicants autofilter themselves after they read a few of the key points on the infographic, so we've definitely seen an improved quality of applicants whenever infographics are used.”
Effective sales strategies rely on persuasive presentations and data visualizations. Visme allows you to develop engaging sales presentations, proposals, and pitch decks that showcase the value of your products or services.
Create visually appealing charts and graphs to demonstrate sales performance and trends. Coordinate with team members, share updates, and gather feedback on sales materials using Visme's collaboration tools.
Here's a presentation template that will help you explain your sales strategy in the next meeting.
The template includes slides for Q1 and Q2 metrics, customer acquisitions and a forecast for the next quarter. It also explains how to reduce the sales cycle, increase social media reach and more.
Here's another template that you can use to create a monthly sales report. Customize the template to fit the monthly sales data you gathered throughout the month.
Integrations play a crucial role in streamlining project management processes and enhancing team collaboration. By connecting various tools and platforms your team uses daily, integrations facilitate seamless communication and simplify information sharing across different channels.
Visme offers a range of powerful integrations with popular tools and platforms, enabling you to streamline processes, centralize resources and enhance communication. Experience the benefits of a connected ecosystem and empower your team with Visme's versatile integration capabilities.
The app integration library in Visme has a large selection of productivity integrations. These are the apps we have integrated and more are coming soon.
Are you looking for specific templates to use in your project management? Visme has many visual templates to help your productivity and overall functioning towards reaching a common goal.
An online whiteboard can be a valuable tool for project management by allowing team members to collaborate in real time. This will enable you to represent project plans visually, make project planning accessible to remote team members, customize the project plan and save time.
Visme comes with a free online whiteboard tool perfect for beginners and non-designers. Its low learning curve and intuitive interface will help you brainstorm ideas, sketch and design in seconds.
Also, it comes with various templates for brainstorming, wireframing and creating flows that make your job even easier.
Here’s a whiteboard template for the scaled agile framework roadmap. It’s perfect for outlining the development of products, services and features.
Data visualization, otherwise known as charts and graphs, can be useful at any stage of the project management cycle. Add a bar chart like the one below to an initial proposal to share market research or in a report to share the state of things at any given point.
Roadmaps are infographic-style visuals that can be either vertical or horizontal, depending on how you plan to present them. The idea behind a roadmap is to lay out an overarching plan with steps in chronological order from beginning to end.
And when it comes to communicating complex data, a simple chart is needed to do the job. Charts are an easy way to visually represent data and make it easier for people to understand what you’re trying to say.
If you want to create a powerful visual that shows how your products, services or customer base is changing over time, a chart might be just what you need.
Below is an example of a gauge chart template that’ll help you showcase your project goal completion status to your stakeholders and team members. Write a short description of what you have achieved and use the gauge to showcase the percentage of the goal completed.
A Gantt chart breaks up the main goals into smaller doable tasks. Use color codes to differentiate tasks per person or per time period. Use it as an interactive tool, so you can adjust the timing or the order as you work through tasks with your team.
If you are leading a software development project, this Gantt chart template below is perfect. Break down marketing, DevOps and UI team tasks and assign deadlines to every one of them. Share this document with all your team members to ensure everyone is on the same page.
Flowcharts are similar to roadmaps because they follow a chronological or processional order. What’s different is that flowcharts can tangent in different directions, depending on the outcome of the previous step or for a flow of content that a roadmap can’t handle.
Read this comprehensive guide on the top 14 project management charts and choose the ones that fit your project management needs.
Use reusable progress reports for ongoing reporting and tracking. Keep one live link that you share with the team and stakeholders. When it’s ready to look at new data, just let everyone know or share the link again.
Visme's dynamic fields feature is a powerful tool that can help you to keep your project progress reports up to date by saving fields that need to be changed over time. This feature enables you to create interactive and dynamic presentations, infographics and reports that automatically update with the latest data.
For example, if you're working on a project progress report and need to update the completion percentage, you can simply enter the new rate into the dynamic field. The field will automatically update throughout your presentation or report, saving you time and ensuring accuracy.
Dynamic fields can be used for various purposes, such as displaying real-time data, tracking progress, or creating interactive surveys.
Creating proposals is easy with Visme. Simply choose a template that you can fill in with your content, or use the Brand Wizard to generate proposals that already have your branding set up. Include your roadmaps, data visualizations and timelines.
Put together visual project plans to share all the important information your team needs to reach the expected goal. Include flowcharts, tables and data visualization to share how you plan to tackle a specific project.
A creative brief is an ideal document for requesting something from another team member or an external hire or collaborator. Include everything the creator needs to know to return the deliverables as expected.
Booklets are practical as informational documents to share with stakeholders or team members that need information about a specific task or section of the project. It can even be a booklet telling the company’s story for inspiration.
Some team members may need a training manual to follow one of the processes or use a specific tool to get something done. Training manuals with videos and easy-to-follow information are the best option.
Every project manager has a slightly different way of doing things. If you’re a project manager with a PM certification, you’ve learned the ropes like everyone else. But if you had a good instructor, you also know that personalizing your systems will only make you more productive.
If your system helps both you and your team reach common goals promptly and successfully, then you’ve hit the jackpot. A great way to create a system that achieves this is to supplement it with a Visme Team account.
Collaboration, innovation, content creation, tracking, reporting and more is what you get when you add Visme to your suite of project management tools. Your Work OS + Visme is the key to better managing projects of any size.
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