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Creating Plans in Visme

A plan is like a roadmap for your projects; it helps you know where you’re going and how to get there. Whether you’re a pro or just starting out, having a good plan is crucial for giving you a guiding light that can help you complete your work more efficiently and achieve your desired results. This article will break down the key elements that are important when planning and provide you with practical tips to make the most out of Visme for your beautifully designed, visual plans. Let’s dive in!


Relevant Resources to help you learn more about Plans

Below is a collection of learning resources to help you hone in on your Plan and reach your project objectives with precision and effectiveness.

Project Planning: Your Full Guide With Templates & Tips

How to Create an Effective Action Plan (Examples & Templates)

Free Strategic Plan Template and Best Practices


How to Start Your Plan

Plan Templates: Here you can find a vast collection of ready-to-use design templates to browse, which are all available in Visme to jumpstart your Plan. Once you find the template you like, select it to log into Visme and start working on it within the editor.


To create your Plan from within Visme: 

Open your web browser and visit the Visme website. Then, sign in to your Visme account or create one if you don’t have one.

Once you’re logged in, you’ll land on the Visme dashboard. Go to the left menu and click on Create New to start a new project.

In the drop-down menu for project creation, you’ll see different categories. To make a Plan, select the Documents category.

In that category, scroll sideways to find the Plan section. Click on it to see the Visme Plan templates.

Check out the different Plan templates available. Visme has lots of options for different industries and styles. When you find one you like, click on it to pick it.

When you choose a template, you’ll be redirected to the Visme editor. Here, you can change and edit everything in the template to fit your details.

Note: In this video, you’ll see how you can locate the template library and select a desired template for your project.


Key Elements your Plan should include


Goals and Objectives: Define specific and achievable goals for your plan. Clearly outlining what you aim to accomplish helps keep everyone on the same page and focused.

SWOT Analysis: Conduct a SWOT analysis to identify Strengths, Weaknesses, Opportunities, and Threats. This strategic assessment provides a comprehensive understanding of internal and external factors, guiding your plan’s development and response to potential challenges and opportunities.

Action Steps: Break down your plan into actionable steps. This provides a roadmap for implementation, making tasks more manageable and progress easily trackable.

Realistic Timeline: Establish a timeline that reflects the practicality of your objectives. Setting achievable deadlines ensures steady progress without unnecessary pressure.

Assigned Responsibilities: Assign tasks to individuals or teams. Knowing who is responsible for what helps streamline collaboration and ensures accountability.

Resource Allocation: Identify and allocate the necessary resources, including budget, manpower, and tools. Efficient resource management is key to successful plan execution.

Contingency Plans: Anticipate potential challenges and have backup plans in place. This proactive approach allows for adaptability and helps minimize disruptions to your overall plan.

Communication Strategy: Outline how information will be shared among team members. Effective communication is essential for seamless collaboration and problem-solving.

Success Metrics: Define metrics to gauge the success of your plan. Whether it’s increased revenue, improved efficiency, or customer satisfaction, having measurable outcomes provides clarity.


Special Touches in Visme for your Plan


Below is a list of great elements you can incorporate into your project to help your Plan stand out and engage your audience effectively.

Table of Contents: Organize and navigate through your plan with a dynamic, clickable Table of Contents. This ensures that your audience can quickly locate specific sections, improving overall readability and accessibility to locate information more easily.

Diagrams: Bring your ideas to life with customizable diagrams. Whether it’s flowcharts, process maps, or organizational structures, visual representations enhance comprehension and make complex concepts more digestible for your audience.

Charts & Graphs: Transform data into compelling visual insights using charts and graphs. Visme provides a variety of customizable options, allowing you to present statistics and trends in a visually engaging manner, fostering better understanding and retention.

Tables: Keep information structured and easily comprehensible with tables. This feature is perfect for presenting detailed data, timelines, or task lists, ensuring your plan remains organized and user-friendly.

Visual Graphics for Key Topics: Enhance the visibility of critical information by using eye-catching visuals. Add graphics to key topics, helping your audience grasp the most important aspects of your plan at a glance.

Hyperlinks: Integrate external resources and additional information into your plan with hyperlinks. This feature allows you to provide supplementary materials, ensuring your audience has access to relevant details without cluttering the main document.

Images and Visuals of Current/Previous States: Provide context and clarity by incorporating images and visuals illustrating the current or previous states relevant to your plan. This visual storytelling approach helps your audience visualize the evolution of your project, fostering a deeper understanding of the proposed changes.

Tip: Leverage “before-and-after” visuals to illustrate the transformative impact of your plan, making it more compelling and persuasive.

Videos: Integrate dynamic video content directly into your plan to provide a more engaging and immersive experience.

Flipbook Effect: Use the Flipbook Effect to create a visually captivating and interactive experience for your audience. This feature allows you to simulate the turning of pages, providing a unique and engaging way to present your plan.

Hotspots: Enable viewer interaction by incorporating Hotspots.These interactive elements allow users to engage with key areas, revealing additional information and explanations, fostering a more interactive and informative presentation.


How to Export and Share Your Plan

Now that your project is completed, how you showcase it and share it with your audience is the next key step. Let’s review Visme’s export and sharing options below to help you determine which one is right for your Plan.

Export Options:

Download your Plan as a PDF – To obtain a high-quality and professional download for your Plan, save it as a PDF. If you plan to print it, download it as a PDF with bleed marks for optimal printing results. Here’s how to Download as a PDF.

Sharing Options:

Publish and share your Plan – Publish your Plan and make it accessible to your desired audience through a shareable link. Here’s how to publish and share your Visme project.

Share your Plan privately – Share your Plan with a select few using a shareable link, while keeping it private from the rest of the world. Here’s how to share your Visme project privately.

Using Visme’s Sharing options as a Pro Plan user allows you to gain analytics for how your projects are being viewed online – Learn more about Visme’s Analytics here! 


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