Why would you need a vision board for your team’s work project? Aren’t they for personal planning, affirmations, and self-care goals?
They’re certainly great for all of that, but vision boards are also a fantastic business tool. They capture the same information you would put into lists and documents but in a visual way. On top of that, they’re a way to communicate how your product will look and feel in a picture. 🖼️
Before you get out your scissors, stickers, and glue sticks, remember that you have to keep things efficient in business. The end product must be something you can share digitally across your team and your company. And you want to avoid glitter at all costs.
This is where a vision board template in ClickUp comes in. It gives you a headstart on collaboratively creating any type of vision board your team needs and updating it as your project progresses.
This article will cover some basic pointers on vision board templates. We’ll also share some of our favorites so you’ll be sure to earn a gold star from your team (even if you didn’t get one in Arts and Crafts). ⭐
- What’s a Vision Board Template?
- What Makes a Good Vision Board Template?
- 3 Free Vision Board Templates to Use in 2023
- Benefits of Using a Vision Board for Your Team
- Vision Board Template FAQs
- Use Vision Board Templates to Inspire Your Team
What’s a Vision Board Template?
A personal vision board—sometimes called a dream board, manifestation board, or goal board—is a visual representation of your personal life goals or professional goals and wishes for the future. It’s usually a collage of words and images cut out and glued on a board, designed to provide inspiration, motivation, and positive thoughts.
For a business, a product vision board is similar. But instead of life goals, it focuses on the goals for a product your team is working on. It captures your product’s objectives and ideal state in a digital format that your team can cooperatively create, review, and reference.
When you create a vision board, it should work like a tool that guides the creation of vision boards by capturing the OKRs for a product or project. The template walks your team through the tasks to develop vision boards and it can even help your team make decisions about the vision behind your product.
The arrangement, colors, and images of a product vision board capture your product’s emotional and creative aspects—not just what it does but how it makes users feel. When you create a vision board, it also guides you in connecting your corporate vision and brand identity.
What Makes a Good Vision Board Template?
Creating a vision board is not just about virtually creating a photo collage. It’s a small project itself, and a good vision board template guides a team through the process and suggests the layout.
In most cases, you will need two templates: one to manage the process of creating the board and the other to help with the look and feel of the vision board.
Here are some characteristics of a good vision board template:
- Focuses on business applications and not personal goals
- Easily includes your corporate vision and branding
- Supports an environment where team members can work on the vision board together at the same time
- Guides you through representing stakeholder input, market segmentation, branding, functionality, and target market information
- Encourages the use of images, colors, text, fonts, inspirational quotes, and other types of media
- Keeps all the vision board ideas in an attractive and professional format that is presentation ready
- Works inside your project tool
- Who doesn’t love free? Using a free template reduces the pressure when you’re first creating a vision board
3 Free Vision Board Templates to Use in 2023
The place to start defining your product’s vision is with one of these easy-to-use vision board templates.
1. ClickUp Vision Board Template
Standing out from your competition requires a clear product vision. This free ClickUp Vision Board Template helps your team describe your product’s function, your target market, and the clients and users.
Once you lay out the basics, you can dig in and represent the issues your product will address and the resources you need to succeed. As your team starts organizing their vision board project, they’ll find four helpful custom fields and different categories for each task in the To Do list:
- Vision: Sum up the big picture and overall feel, whether it’s for the entire product or some subset of the product or project
- Needs: Share what’s needed to complete the tasks of each portion of your vision board as a team
- Target Group: Choose from set of predefined demographic groups so you can assign an audience and purpose to each piece of your vision
- Business Goals: Put the product, project, or tasks in context by identifying the impact you hope to have on your business—large or small
This intermediate-level project template guides your team through gathering the ideas you want to include on your vision board. It breaks your project into vision, target groups, business goals, and needs.
For each of these, team members can collaboratively assign and execute tasks, prioritize each step, develop checklists, and share media that will end up on the vision board.
The template also provides a handy “Start Here” guide for your team members on leveraging the template and developing a great vision board. The guide explains the structure of the project defined in the template as well as a useful overview of what a vision board is and why you need one for your product.
These are good reminders your whole team can refer to as they work on your own vision board.
And because the template builds your vision board project in ClickUp, you have time tracking, chat, documentation, schedule, daily task planning, and even AI text generation right there as part of the process. You can also use the ClickUp Whiteboard to create your graphics.
2. ClickUp Vision Board Whiteboard Template
We also offer a free vision board template for visual thinkers with Whiteboard design elements achieve exactly what you need. The ClickUp Vision Whiteboard Template complements the project-oriented vision board template too.
It provides a straightforward framework for outlining and specifying your product objectives and what your product’s ideal state looks like. Or use it as a mood board for product inspiration to collaboratively brainstorm everything from design to marketing.
The template is color-coded, dividing the vision board into:
- Target group
Each of these sections comes with descriptive icons that you can keep or modify to reflect your company or brand style. This template gets you started on the creative side of defining your product vision. If you’ve been admiring colorful and stylish vision board templates like those offered by Canva, this is the template for you. It gives you the visual appeal of an artistic vision board plus the functionality and integration of the tools at ClickUp.
This free template plugs right into ClickUp’s Whiteboard view, where you have access to all the design tools you need. You can add text, pictures, icons, videos, and more right from a simple-to-use interface built into your project management tool with all the collaboration capabilities you use every day.
This is also a printable vision board template, so if you want, you can put it down on a poster board and modify it in the physical world. as a PDF file. This template is a starting point for letting your creativity loose.
3. ClickUp Vision to Values Template
The terms “vision” and “values” get tossed around a lot. But they’re more than buzzwords that make a presentation seem convincing. Without a vision—and the values needed to realize that vision—projects and products can fall short or feel empty.
Of course, getting from the big picture of your product vision to the important details, like the values you need to arrive at that vision, takes time and effort. This thought process can be hard to get your head around sometimes, especially if you come from a more technical side. But don’t worry. We got a template for that too.
ClickUp’s Vision to Values Template steps you and your team through the process of mapping out all the things you need to fully document where you want your company or project to go. Think of it as a worksheet you complete before building your digital vision board.
It includes sections on:
- Strategies, including competitive advantages and product strategy
- Corporate objectives, including goals and metrics
- Action items
- Customer values
- Customer segments
The template leverages all the capabilities available in a ClickUp Doc, and its layout is attractive and attention-grabbing, so you don’t need to bring in a graphic artist to clean it up. There are placeholders for your product name and branding and icons for each section.
And there’s plenty of support built in. The template includes notes explaining each section’s purpose and how to best complete that part of the document, so you and your team can clarify your values and vision together.
Because your new document will sit inside a ClickUp project, your team can work through the sections together, collaborating as you iterate. And once you iron everything out, you have a high-quality, attractive document you can use as a reference in your team and share with all the stakeholders.
Benefits of Using a Vision Board for Your Team
Most teams use a vision board because a picture is worth a thousand words. However, the act of creating a vision board is even more important. The creative process of taking your team’s ideas and consolidating them down into graphics and text helps the team think and make decisions about your product.
Suppose your team is tasked with developing a new digital marketing campaign for social media. You probably have a bunch of emails and proposals outlining your metrics, target demographics, graphical style, brand messaging, and the dozen other things your team needs to know to execute a successful campaign.
Getting them in front of a digital whiteboard with a well-designed vision board template is like pouring all the ideas around a project through a funnel and ending up with a focused and complete vision of what your team is trying to produce.
Once shared, a vision board keeps the team on task and can pull them out of the weeds to look at the actual big picture for the project. And don’t forget that some people are visual learners and communicators, and the graphical nature of a vision board can save hours of emails and conversations.
To summarize, a great vision board can help you:
- Identify if your product is above standard
- Check if your product meets your company’s requirements
- Create a product strategy
- Improve product features
- Understand your target market’s needs and develop action plans
- Foster team collaboration and goal setting while keeping everyone working towards a unified objective
The benefits of creating and using a vision board depend on one important factor. Your team needs to use this powerful tool throughout your project. Start with a good vision board template that enables the team to create, modify, and reference regularly, not as something stuck on a virtual wall somewhere else.
Vision Board Template FAQs
How do teams come up with vision board ideas?
When teams come together to create a vision board, it’s important to foster collaboration and open communication. Start by scheduling a brainstorming session where everyone can contribute their ideas and visions for the team’s future.
Encourage team members to share their goals, aspirations, and values. Take a collective approach to collecting visual inspiration, such as images, quotes, and symbols, that represent the team’s shared vision.
Is a Virtual Vision Board Better than Physical Vision Board?
While traditional vision boards are physical collages created on poster boards or corkboards, you can also create digital vision boards using online tools or apps. Both physical and digital vision boards can be effective in visualizing your goals and aspirations.
What questions should I ask myself before creating a vision board?
Reflecting on the past year and what you would change or improve is a helpful starting point. Asking yourself what you need the most right now, what you love about life, and what story you are telling yourself about yourself can also provide valuable insights.
Use Vision Board Templates to Inspire Your Team
It’s always better to know where you’re headed before you start a new product or project. Vision boards are a powerful tool for capturing what your team needs to know and keeping them moving in the same direction throughout the project.
Creative or technical, individual contributor or team leader, everyone has the same problem at the start of a project—figuring out where to start. But with ClickUp’s vision board templates, you have a proven and efficient jumping-off point for your vision board journey. And you have begun that process in a collaborative, easy-to-use platform.
These vision board templates help you manage the process of creating the vision board, lay it out on a ClickUp Whiteboard, and document the big picture. One even guides your team through the process of anchoring your vision in your values. Think of them as a vision board kit where you have everything you need to get started. 🏃
If you’re already a ClickUp user, add a template to your Workspace now. If you haven’t tried our powerful project management and collaboration platform out yet, sign up for a free trial of ClickUp and give it a spin—glitter optional. ✨