Teams | Collaboration | Customer Service | Project Management

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Effective one-on-one meetings: Free template and agenda

Both managers and employees sometimes view one-on-one meetings with trepidation. Managers worry about the correct format and handling tough discussions, while employees might dread criticism or question the meetings' usefulness. But when effectively organized and focused on open communication, the one-on-one meeting is a key driver of team productivity, morale, and engagement, benefiting all involved.

7 causes of content calendar chaos-and how to solve them

Discover seven common content calendar management challenges—and their solutions—to effectively transform your content creation process from chaos to clarity. From insightful blog posts to engaging social media campaigns, every piece of content your brand creates serves as a cornerstone of its identity. But the more your organization creates, the more complex the task of managing your content calendar becomes. If you’re facing content chaos, you’re not alone.

Project Schedules 101: Why You Need Them and How to Make Your Own

It’s harder to lose sight of deadlines and goals when they’re right in front of you. Project schedules map your project tasks on a timeline, so you always know what comes next. In this article, we’ll walk you through the seven steps to create a project schedule and share some of our favorite templates to get you started. A new project at work often signals the beginning of another adventure filled with stakeholders, deadlines, deliverables, and tools.

What is a business impact analysis (BIA)? 4 steps to prepare for anything

A business impact analysis (BIA) tells you what to expect when your business is disrupted, so you can proactively create recovery strategies. Learn how a BIA can help you get back on track when roadblocks occur, plus four steps to create one for your own business. “Be prepared.” This concept rings as true in business as it does in The Lion King.

How to build a best-in-class project intake process

A project intake process is a standardized workflow to help teams capture, prioritize, and follow through on new requests. Learn the components of an effective intake process, and how to build one for your team. Swamped by project requests? Overloaded with last-minute asks? If so, you’re not alone—and we have a solution for you. Enter: the project intake process, a tried-and-true method to prioritize the right work at the right time.

How to master organizational planning in 5 simple steps

Organizational planning is the process of defining a company's overarching goals and mapping out the steps necessary to achieve them. Discover how to master it in 5 steps. Every organization is a complex puzzle, with different projects, tasks, and goals scattered across teams and departments. Individually these pieces might seem disjointed, but when put together they form a picture of success.

What is a product launch? A guide from planning to execution

A product launch is the process of bringing a new or updated product to market. Uncover the key steps to planning, managing, and executing a successful product launch. A product launch is more than just unveiling your latest innovation—it’s about making a statement in a crowded marketplace. Whether you’re launching an entirely new product, rolling out new features, or expanding into a new market segment, you want your launch to make a splash—not a ripple.

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.