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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User Flows
The User Flows template offers a visual tool for mapping out the sequence of steps that users take to accomplish a specific task or achieve a goal within a digital product or service. It provides elements for documenting user interactions, screens, and decision points along the user journey. This template enables UX designers and product teams to understand user behaviors, identify pain points, and optimize the user experience effectively. By promoting user-centric design and empathy, the User Flows template empowers teams to create intuitive and engaging digital experiences that meet user needs and drive satisfaction.
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.
Driver Diagram Template
Works best for:
Diagramming
The driver diagram template is a strategic visual tool that helps teams map out their primary objectives and break them down into actionable components. It presents goals, drivers, and specific change ideas in a coherent and interconnected format, ensuring clarity of objective. By doing so, every team member is aligned towards a common endpoint, fostering unified efforts. The visual nature of the template simplifies complex objectives, making it easier for teams to stay on track and measure their progress effectively.
Gantt Chart Template
Works best for:
Project Management, Mapping, Roadmaps
Simplicity, clarity, and power — that’s what make Gantt charts such a popular choice for organizing and displaying a project plan. Built upon a horizontal bar that represents the project progress over time, these charts break down projects by task, allowing the whole team to see the task status, who it’s assigned to, and how long it will take to complete. Gantt charts are also easily shareable among team members and stakeholders, making them great tools for collaboration.
Project Proposal Template
Works best for:
Project Management, Documentation, Project Planning
For any type of project, the Project Proposal template can be a crucial step toward clarifying the context, goals, and scope of a project to get stakeholder buy-in. A project proposal outlines what you want to accomplish, your goals, and how you plan to achieve them. Generally, a project proposal gives the reader some context on the project, explains why it is important, and lists the actions that you will take to complete it. Project proposals have myriad uses. Often, businesses use project proposals to get external buy-in from a donor or outside stakeholder. But many companies draw up project proposals for internal buy-in too.
ERD Customer Relationship Management (CRM) Template
Works best for:
ERD, CRM
The ERD Customer Relationship Management (CRM) template streamlines and enhances the management of customer relationships within businesses. It focuses on organizing customer information and interactions in a visually intuitive manner. Key entities such as Customer, Interaction, Sales Opportunity, Product, and Support Ticket are central to the template, facilitating the tracking of customer relationships, sales funnel activities, product purchases, and customer service interactions. This structured approach is critical for boosting customer satisfaction and optimizing sales strategies, making the ERD CRM template an invaluable asset for businesses aiming to improve their CRM processes.