Visual management, an essential asset for building your marketing campaigns

Visual management refers to techniques and tools increasingly used in companies to structure projects and collaboration. It involves sharing visual formats that are easier to assimilate and memorize: images, diagrams, graphs, etc.

Visual management allows you to easily present complex ideas in an unlimited space, such as an online whiteboard, including an entire marketing campaign. Here is how this approach can help you boost your efficiency:

• A more structured workspace: On an online whiteboard, you can organize each stage of your marketing campaign logically. This helps you clearly define your objectives, tasks, and deadlines while ensuring you don't lose any information.
• More visibility and transparency: Visual management allows all stakeholders to see the progress of a campaign at a glance. This enhances clear communication and reduces misunderstandings, as everyone knows exactly where the project stands.
• Stronger collaboration: A visual workspace encourages collaboration in real time, but also asynchronously. Teams can easily share their ideas, give their opinions, and make changes at any time and wherever they are.
• More effective actions: By centralizing all your campaign data in a single space, you save time by avoiding searching for information and files scattered throughout your email exchanges. This allows you to focus on what is essential: creating value for your marketing campaign.
• Campaigns that are easier to adjust: Visual management tools allow you to quickly adjust your strategy based on the feedback and results you get as you go. For example, if a new competitor enters the market, you can easily reorganize the elements of your campaign to meet the new market demands.
• More engaged teams: Visual management strengthens team engagement by actively involving all stakeholders in the process of creating and monitoring your marketing campaigns. Each member can see how their contribution fits into the overall project, which encourages active participation.

How to use this template to create your next campaign

This Marketing Campaign template includes all the important steps from designing to sharing your campaign:

• Firstly, frame and plan your campaign with your team. Define your personas and clarify your internal roles and responsibilities, then plan the execution of your campaign.
• Secondly, present the elements of your campaign in a visual and structured way to external stakeholders: your managers, the company's executives, external stakeholders, etc.
• Finally, carry out a retrospective based on the feedback and data obtained at the end of your campaign.

These stages are structured in Zones, which you can navigate using the sidebar on the right of your Board. You can also add, delete, or change their order to represent all the specificities of your marketing campaign.

Here are the stages that you can find in the section dedicated to collaboration and team brainstorming (Area 1):

1. Definition of personas
2. Assignment of roles and responsibilities using the RACI method
3. Planning of tasks related to your campaign in the form of a Gantt chart
4. An action plan as a Kanban board
5. Retrospective using the FLAP method

Once this section is completed, take these elements and organize them in the area dedicated to the presentation of your marketing campaign (Area 2).

When your presentation is finalized, you can simply select the Zones to export to generate an export in PDF format and share it with the relevant stakeholders.

Finally, once you have collected enough data and feedback from your campaign, plan a team retrospective (Area 3) to identify what worked well, what the challenges were, and what needs to be improved for future campaigns.