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Project portfolio management 101

Project portfolio management helps you organize data and highlight crucial information during project life cycles inside each portfolio, which saves time and increases efficiency. In this article, learn how you and top-level executives can get a bird’s-eye view of all your business project life cycles and remove barriers to high-level performance. If you manage various initiatives across different teams and departments, you know how hard capturing and sharing results can be.

What is a flowchart? Symbols and types explained

A flowchart is the perfect way to visualize a complex process for your team. There are over 30 standardized symbols you can use to create a flowchart. These symbols can indicate anything from a process to a document or decisions that need to be made. In this article, you’ll learn what the different shapes mean, when a flowchart can be useful, and what types of flowcharts you can implement at work. A flowchart is a diagram that illustrates the steps, sequences, and decisions of a process or workflow.

Marketing campaign management: 7 steps for success

Marketing campaign management is the process of coordinating all the moving pieces of a campaign, from planning to launch. Learn why effective campaign management is essential, and how to streamline your process into seven key steps. Marketing campaigns can be big, unwieldy projects. With many stakeholders, teams, and deliverables to coordinate, launching a successful campaign can feel like a herculean task. But it doesn’t have to be so hard.

What is creative production? The 6-step process

Creative production is the process of transforming creative concepts into tangible outputs. Learn how to bring creative visions to life in six steps. Cutting through the market noise with high-quality creative assets is essential to setting your brand apart. Whether it’s captivating video content, compelling graphics, or innovative digital campaigns, every creative asset is a chance to capture your audience’s attention—and keep it.

Burnout: 20 signs, causes, and how to prevent it

Burnout happens when the stress or pressure from work reaches a tipping point—it either becomes too much or goes on for too long. While burnout is surprisingly common (71% of knowledge workers experienced burnout at least once in 2020), you’re empowered as a manager to prevent and reverse it within your team. Read on to learn about the signs of burnout, what causes it, and most importantly—how to prevent it. As a team lead, the last thing you want is for a team member to feel burnt out.

What is resource management? A guide to getting started

Resource management is the process of planning and scheduling your team’s resources and activities—essentially anything that helps you complete a project. Developing a resource management plan can give you visibility into team member workloads. Learn how to manage resources and improve team performance. Making sure your team doesn’t feel overworked or underutilized is a challenge you’ll often face as a leader. It's easy to lose sight of your team's workload and bandwidth.

What is strategic planning? A 5-step guide

Strategic planning is a process through which business leaders map out their vision for their organization’s growth and how they’re going to get there. In this article, we'll guide you through the strategic planning process, including why it's important, the benefits and best practices, and five steps to get you from beginning to end.

What is a bill of materials (BOM)? Free template and examples

Like the ingredient list on a recipe card, a bill of materials (BOM) lists what's required to complete a project. Though typically used for product manufacturing, BOMs can benefit software developers, engineers, and even marketing and sales teams. In this guide, we’ll cover the different benefits, types, and best practices for writing your bill of materials.

4 steps to create an effective employee onboarding process

An onboarding process is a structured approach to welcome new hires and set them up for success. When done right, onboarding helps new employees learn quickly, grow in their roles, and understand why their work matters. Learn about the benefits of great onboarding and how to achieve them, plus create your own onboarding process with four simple steps.

Free SOP template: A standard operating procedures guide

Standard operating procedures (SOPs) map out how your company or team performs a specific procedure or work process. You can use SOPs to improve communication and consistency among team members and make training easier for new hires. Read on to learn how to write an SOP. The most efficient teams have processes for everything, from best practices to naming company file folders. Teams perform these processes routinely and get better at them over time.