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An organizational strategy structure and process is essential if you want to keep your team focused, grow exponentially and keep clients happy.

Defined strategies streamline efforts and interests regarding investments, prioritization and performance across stakeholders. You want to make sure your business is sending a clear signal and value proposition both internally and externally.

Strategy is about making choices, trade-offs; it's about deliberately choosing to be different. - Michael Porter, esteemed Harvard Business School professor

A strong organizational strategy definition ensures everyone is on the same page. This way your goals and objectives clearly connect to your mission and vision while leveraging your core competencies.

This article walks you through the types of organizational strategy and everything you need to know if you want to define your organizational strategy.

Get started with the organizational strategy project management template for FREE.

Definition organizational strategy

What is organizational strategy? An organizational strategy outlines the long-term goals, objectives, and structure of an organization. The strategy highlights how the organization plans to achieve its mission, leverage core competencies, and position itself in an ever-changing competitive landscape.

Effective organizational strategies help guide decision-making, prioritize tasks, and align the efforts of team members across the organization.

An effective strategy is key to improve productivity in an organization, as everyone knows what they're working towards. When configured correctly, it sets your business up for success to keep achieving company goals and objectives.

Key components of the strategy for an organization typically include:

1. Vision and mission
2. Market and competitive analysis
3. Organizational structure and culture
4. Core competencies
5. Goals and objectives
6. Monitoring and evaluation

To develop and implement an organizational strategy, you should understand both the internal and external forces that apply to your business. This typically involves setting a vision, conducting market and internal analyses, and defining a plan for execution.

Set up your organizational strategy through a hands-on template that highlights everything that should be considered. Make sure to follow the steps in the order given, as they built upon each other.

What is the vision and mission of your organization?

The vision and mission represent an organization's purpose, direction, and aspirations. These statements serve as guideposts for decision-making and help to align the efforts of all stakeholders.

These statements are a great first step in defining your organizational strategy as they highlight the higher purpose of your business. Once they’re defined, you can break down the different components that will help you achieve the vision and mission.

Here’s what you should be looking for to define your vision and mission:

Vision:

• Describes the organization's desired future state or long-term impact.
• Is aspirational, ambitious, and inspiring, painting a vivid picture of what success looks like.
• Provides a sense of direction and motivation for stakeholders.
• Typically remains constant over time, but may be revisited as the organization evolves or external conditions change.

Example of a vision statement: A world where everyone has access to clean and affordable energy.

Mission:

• Outlines the organization's core purpose and how it will achieve its vision.
• Specifies the primary activities, target audience, and unique value proposition.
• Is actionable and focused on the organization's day-to-day work.
• May evolve over time as the organization adapts to new challenges and opportunities.

Example of a mission statement: To provide innovative, clean energy solutions that empower communities and protect the environment.

In summary, the vision of a company paints a picture of the desired future, while a mission statement defines the path and actions the organization will take to achieve that future. Both play their own role in guiding an organization's strategy, culture, and decision-making.

Ready to create your very own vision and mission? The organizational strategy template includes a 9-step process to create and implement a strong vision and mission.

Conducting market & competitive analysis

Conducting a market and competitive analysis is a crucial step in developing a strategy for your organization. It helps you understand your target market, industry trends, and the competitive landscape. This way you can more effectively position your business and set realistic goals.

Nevertheless, the process of conducting market research and competitive analysis can feel daunting at first. What frameworks and metrics are most relevant to your organization? What steps should you prioritize?

To streamline the process, we included a step-by-step task management workflow in the template. This way you can break down the steps within the market and competitive analysis of your industry.

Activities include:

1. Define your market
2. Analyze market trends
3. Study your competition
4. Analyze your target customers
5. Assess market opportunities and threats

Individual tasks in the template include further resources and checklists to fully define the organizational strategy. This way you can more effectively break down the different activities that have to be completed to understand the external forces around your business.

Conduct your own market and competitive analysis. The organizational strategy template includes a 5-step process to develop a market and competitive analysis.

Defining Your Organizational Structure and Culture

Your organizational structure and culture are essential components of the business. They influence how the company operates, strategies for improving organizational communication, and decision making.

Understanding these aspects creates a more efficient, collaborative, and successful environment for your team. Let’s start with some high level definitions:

• Organizational Structure: Organizational structure refers to the way a company arranges its people, roles, and responsibilities to achieve its goals. There are several types of organizational structures, each with its advantages and disadvantages.
• Organizational Culture: the shared values, beliefs, norms, and practices that shape the behavior of individuals within a company. It influences how employees interact with one another and your organizational communication strategies.

Creating a cohesive organizational structure and culture requires a deep understanding of your company's goals, values, and desired ways of working. If you want your team to work effectively and efficiently then clearly defining structure and culture is crucial.

Culture eats strategy for breakfast. - Peter Drucker

The template includes two dedicated tasks that offer a step-by-step process to define both your structure and culture within your organizational strategy.

Regularly revisiting and adjusting these elements as your business grows and evolves will help you maintain a healthy, adaptive organization that supports long-term success.

What are the core competencies of your business?

Core competencies are the unique combination of capabilities, resources, and skills that give your business a competitive advantage. They are the strengths that enable differentiation from competitors and create unique value for customers.

These attributes can stem from various aspects, such as technology, innovation, processes, or organizational culture.

In order to be considered a core competency, the advantage should check the following boxes:

1. Value creation: superior products, services, or solutions that uniquely meet needs and preferences of the customer.
2. Differentiation: the characteristic or offering should set your company apart from competitors and provide a unique selling proposition.
3. Hard to imitate: core competencies must be difficult for competitors to replicate, either because they involve proprietary knowledge, technology, or processes, or because they are deeply rooted in the organization's culture and history.
4. Flexibility: the competency should be adaptable and can be leveraged across multiple products, services, or markets. This enables a business to innovate, expand, and respond to changing market conditions.
5. Sustainability: core competencies should be sustainable over the long term, providing a stable foundation for a company's growth and success.

By focusing on these areas, a business can allocate its resources efficiently, develop a competitive advantage, and create value for customers and stakeholders.

Identifying and nurturing core competencies is an essential aspect of your organizational strategy. Apply our 8-step process to start defining the core competencies of your business.

Defining your organization’s goals and objectives in the strategy

Goals and objectives are the most actionable and ever-changing elements in your organizational strategy. They serve as milestones and targets that guide decision-making, performance evaluation, and resource allocation.

Goals and objectives are the last step in your strategy. Take all the information you previously gathered and define the short-to-medium term accomplishments you want to focus on.

The trouble with not having a goal is that you can spend your life running up and down the field and never score. - Bill Copeland

Consider your mission and vision, market and competitive analysis and internal forces when setting new goals and objectives.

Understanding the differences between a goal and objective and how they complement each other is crucial in creating an effective strategy for your organization. Here are some key things to consider:

Goals:

• Goals are broad, high-level statements that describe the desired outcomes or achievements of an organization or team.
• They are typically long-term, focusing on the overall direction and purpose of the organization.
• Goals help provide a sense of direction and offer a framework for setting more specific, actionable objectives.

Objectives:

• Objectives are specific, measurable, achievable, relevant, and time-bound (SMART) targets that support the accomplishment of goals.
• They break down the broader goals into actionable steps, providing clear guidance on what needs to be accomplished, by when, and to what extent.
• Objectives help keep teams focused and accountable, as they can be used to track progress and evaluate performance.

Creating goals and objectives for your organizational strategy requires multiple steps. Our dedicated template includes examples and a step-by-step workflow.

Monitoring and evaluation

Monitoring and evaluation (M&E) of an organizational strategy are essential processes that help ensure that a company's strategic plans are on track to meet their objectives.

M&E help identify areas for improvement, assess the effectiveness of strategies, and inform data-driven decision-making. Set recurring timelines for the different activities within your organization strategy.

What gets measured gets managed. - Peter Drucker.

Goals and objectives should be refreshed most frequently, adapting them to the needs and current priorities of the business. Other activities might only be relevant once a year, three years or even longer term. Nevertheless, setting a due date for redoing the activity guarantees nothing fall through the cracks.

You can easily do this in the project template for creating an organizational strategy by adding a new due date after finishing the task.

Start building your organization strategy today: free template

In conclusion, developing a robust organizational strategy is crucial for achieving company goals and objectives and ensuring long-term success. Remember, the key to a thriving organization lies in its ability to adapt and evolve, and our template is designed to help you achieve just that.

Invite other team members to the project, leverage task management, notes, topics and chat and connect cloud files to your project space. You can also start a meeting with Zoom or Google Meet without leaving the template.

Now that you know how to define organizational strategies and all the elements in in you can Get started with free organizational strategy template

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Change is hard. Our work habits have been honed through years to decades of professional experience. Stacked with the habits of colleagues, organizations, stakeholders, and clients, change is all the more challenging.

One habit that can be especially painful when poorly addressed, is getting good feedback.

How you gather and manage comments or revisions is so often overlooked. That is, until it becomes an impossible-to-ignore problem that chips away at your project's success.

Addressing the review and approval process doesn’t require a “digital transformation”. Your clients are already providing revision comments and suggestions. Adapting your approach can be simple and significantly boost the quality of your deliverables.

So how do you build a system for gathering accurate, timely, and useful feedback from key stakeholders?

The Symptoms of Poor Feedback

We’ve all been there; Project delays, finger-pointing, disgruntled clients and teams… These are often the signs that there is something wrong with how we are communicating around a project.

All too often, perhaps because we can be so used to it, we ignore the symptoms of a broken feedback process or misattribute it.

Is it the person’s fault that they missed a deadline, or was the process too complicated?

Before getting to the solution, there are a few key problem areas that you might recognize if you’ve ever had a broken creative workflow:

• You lose or miss comments and notes from stakeholders.
• There’s often a need to return to someone for clarification.
• You find your team redoing revision tasks because they were poorly communicated.
• There is no clear connection between the requests and who must act on them.
• Deliverables are always delayed.
• You and the client are often unsatisfied with the creative output.

Do you recognize any of these symptoms? If you identify with them it’s time to take a look how your creative workflow.

The Pillars of Healthy Feedback

On the flip side, it isn’t that difficult to update your creative communication process.

To get there, there are a few key considerations that you’ll need to address.

• Quality: On the most basic level, you want revision suggestions, questions, and conversations to be relevant and informed.
• Clarity: Ideally, all forms of communications, especially requests or updates, are accurate and clear. This is especially important with visual references. For example, think about the last time you got notes on a video project via email - and it contained multiple timestamps saying “cut here”.
• Coordination: Moving communication with stakeholders across silos, such as different tools, meetings, and emails, can result in confusion. Retrieving information and versions can also be an issue. For example, finding the latest version of a file can sometimes become a guessing game and relies on messy title conventions.
• Accountability: Who does what? Why was it done a certain way? Without transparency, issues are bound to repeat themselves and result in  avoidable mistakes. Without accountability there is no learning.

4 Steps to Better Feedback

So how do you set up feedback systems that cover all 4 of the aforementioned pillars?

Here are 4 steps to deliver significant improvements to the quality, clarity, coordination and accountability of the communication.

1. The Clear and Relevant Ask

Getting quality feedback on projects starts with knowing who, when, and how to ask for it. Before reaching out to request revisions, consider what you hope to gain from it. Is it creative input from stakeholders? A general review of visuals and graphics? Final approval from the project’s decision-maker?

A good question is half the answer. Ask the right questions if you need clarification on something. Everyone wants the project to succeed, so don’t be afraid to request clarification if you’re unsure of what’s expected. To use another cliche, an ounce of prevention is a pound of the cure.

Ideally, plan how you will tackle the review and approval process before starting your project, with all stakeholders buying in. This is simpler with an online communication tool that’s easily accessible to everyone involved.

2. Make it Simple

Once you’ve tackled the clear ask, make it simple for the receiver to take their next step(s). The more time spent on figuring out how to tackle your ask, the longer it will take to start (or possibly just give up).

Removing friction is essential for simplicity. Any time someone has to download anything, sign up, or learn a challenging new software, it adds potential delays to your project. Ensure they have the right tools to keep the back-and-forth quick and effective.

Email, shared documents, phone calls, and team video conferencing can all be useful communication methods for certain tasks. But these forms of communication can quickly get confusing and time-consuming.

By making it simple for your stakeholders, with purpose-built tools, you can effectively share information, tasks and updates.

3. Be Receptive and Respond Well

Being receptive to feedback is a crucial part of collaboration. Stakeholders will feel more comfortable being straightforward when they know the recipient(s) is open to suggestions, constructive criticism, and new ideas.

Taking feedback well can be a challenge. Fear of failure, an emotional connection to your work, and negativity bias can all make you feel uncomfortable receiving edits or suggestions. Developing a positive attitude towards this process will benefit your workplace relationships and communication skills.

Temper your initial reaction and emotions to show collaborators you’re receptive to their suggestions. Take time to consider it before responding if necessary. Consider their perspective of the issue, ask follow-up questions, and thank them for their input - even if you disagree.

Being receptive creates a cycle where people see you as a positive person to work with. In return, they will be more open with you and will ultimately be happier with the results. And, of course, they will enjoy working with you or your team.

4. Maintain Accountability

A critical part of the creative process is maintaining accountability. Be sure to set clear expectations. What is required or expected of everyone, and by when? Workflows are much easier when there’s transparency regarding expectations, roles, project stages, and deadlines.

Consolidation (keeping comments, notes, file versions, and relevant activity in a central space) is essential. This maintains accountability across the entire project so everyone can go back and see the logic behind a decision.

The Right Tools for The Right Feedback

The right tools are essential to enable clarity, simplify workflows, facilitate a healthy feedback loop and maintain accountability.  Here are 3 to consider:

Rock - Rock allows users to communicate with collaborators while also assigning tasks. It’s a seamless messaging platform and project management rolled into one. Besides your internal team, you can also add clients and external collaborators can also be added to project spaces without issue. Keep all your communication in one place and say goodbye to the context switching that comes from working with different messaging and project management apps on your projects.

ReviewStudio - As a creative workflow and online proofing software, ReviewStudio makes it simple for teams to gather precise, clear, and consolidated feedback. Highly intuitive, it provides an effective way to mark up, share, and approve creative in a centralized location. All your versions are collated, comments and notes are threaded, and tasks are integrated with markups. Whether video, image, web, or documents - it is a standalone space that can incorporate easily into your current workflows.

Loom - Sometimes, recording a video of your experience or just walking through your revision notes can be most effective through a tool like Loom. If a picture is a thousand words, a video is a book. A great tool to capture your screen, with the option of recording your voice and face. Sharing is very straightforward, and features like adjusting playback make the whole experience very useful.

Good Feedback Leads to Successful Collaboration

Getting good and timely communication with decision-makers and outside clients is essential for any project to succeed.

Showing collaborators you’re open to listening and implementing their suggestions or requests will help them feel comfortable providing more in-depth thoughts and requests. In addition, provide them with the tools and resources to make the creative review and approval process as easy as possible.

It's important to remember that receiving feedback can and should be a continuous process. Use what you learn from the process to adjust your strategies, improve your products or services, and ultimately enhance the overall experience for your team or clients.

With a proactive approach to your creative workflows, you can build stronger working relationships, ensure deadlines are met, make better decisions, and drive growth and success for everyone involved.

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Working across spaces and upgrading to Unlimited has never been easier! Create spaces in seconds with template spaces, Gift a month of Rock Unlimited and receive $20 in balance to upgrade, and move discussions across spaces by forwarding messages.

Space templates

Create new projects faster than ever with space templates. Duplicate any existing space configurations for future collaborations; from client onboarding to marketing campaigns and event management.

To access templates, go to space settings (admin permissions required) and create a new template.

Select the icon and space name of your template. You can choose what information you want to carry over to future copies (tasks, notes, topics, pinned items).

Once you've created a template, access it anytime from your user settings under "templates". Simply select apply to new space and a new space will be created.

Create unlimited new spaces with the template configuration and invite anyone to join you for messaging, tasks, and all your favorite apps in one place.

To learn more about space templates, check out this dedicated product guide.

Give Get

Looking to help out your clients, freelancers, or contacts while also saving money on your own unlimited plan? You can now Give a month of Unlimited and get $20 to your own plan.

Once your invitee successfully redeems the reward and signs up they will get a month of unlimited for free. If they stay on the plan, you'll receive $20 off on your own Unlimited plan.

To get started, simply head to your user settings to find your personalized gift link. Share this link with anyone you want to gift a free month of Rock Unlimited to.

For more information on how to use Give Unlimited, Get $20, check out this dedicated product guide.

Forwarding messages

With forwarding messages you can move discussions across spaces without copy-pasting or manually moving messages. To forward a message simply hover over it and select the forward icon.

Improvements on mobile

We have also made a bunch of improvements to the mobile app.

• Templates: Create your own space templates. Use templates to skip setting up new spaces from scratch every single time or share your Rock template with others.
• Referral program: Gift a month of Unlimited for free and get $20
• Chat: More organized and less cluttered message threads
• Workspaces: More fine-tuned privacy options for workspaces and spaces

If you have any questions about this release, connect with us at space.new/support.

Download the mobile app

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Support us by sharing Rock content with your network and earn credits, exclusive discounts, and free upgrades!

Starting a new project with clients, partners or freelancers often requires too many tools that don’t easily connect to each other. This makes work between organizations unnecessarily difficult, time-consuming, and inefficient. To solve this, we built Rock which allows anyone to start collaborating on a project within seconds with messaging, tasks, and everything related to a project in one space.

With this program we set out a simple list of activities teams can do as part of this program. In return, you can earn credits, discounts, and free upgrades to the unlimited plan.

With your help, we can reach more people and inform a wide number of audiences about a better way of working. The best part? You are not just earning rewards towards the unlimited plan. Participating in the program also allows you to actively advocate for better collaboration and build out your business or personal brand.

Ready to support our mission and earn rewards? Get started today.

Rewards

Upgrade for free or receive major discounts on a monthly or annual unlimited plan! Collect 200, 400 or 600 credits to redeem one of the available rewards.

Are you looking for significant discounts or want to upgrade for free? We now offer options that cater to everyone! Collect 200, 400 or 600 credits to redeem one of the available rewards, listed below. 👇

What new activities allow you to earn credits?

We defined a set of activities that teams and individual users do to receive rewards. We directly transfer credits to your account once an activity has been completed and verified from our side. Credits can be used to get a discount on your paid plan or upgrade for free. Get started.

Share valuable content on your channels: Receive 1 credit per shared post per channel. Quickly stack up credits by posting across channels or multiple times a week. Here are some example workflows that can be set up as part of the program:

• Post 2 times a week on 3 different channels and earn 24 credits per month!
• Post every week day on LinkedIn and earn 20 credits per month!

Feature Rock on your next newsletter edition: Add valuable content to your newsletter and engage your audience in a variety of ways. Think of for example linking to one of our content pieces, a product page or a space.new link. Receive 25 credits every time you add Rock in your newsletter! Get started!

Power your site with our webform: Collect data from your website visitors, streamline the workflow and earn credits by adding a custom Rock webform to your website! Receive 40 credits per live webform on your website. Get Started!

Reach a large audience: Are you an influencer or do your posts often gain a lot of attention? Quickly rack up thousands of credits by getting quality content in front of your audience! Rewards start at 200 credits, but you can earn up to 1000 credits with this activity!
For more details regarding posts that gain a lot of impressions, reach out to us!

Join the program today!

Ready to join the program? Open a space with us. Let us know how many credits you want to earn and we will help you get set up, share assets, and configure a custom flow.

Activities are not set in stone, if you have suggestions for other ways to earn credits you can reach out to us by creating a dedicated support space.

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It’s hard to manage marketing work when you constantly need to switch between apps. Roles across your marketing team need specialized tools to complete certain functions (i.e. design, SEO, video, or social media management). Nevertheless, for day-to-day communication and project management, it's best to keep things tidy and stay conscious about how many tools you really need.

When everything doesn't connect, you end up spending more time juggling tools than getting actual work done. Teams spend hours juggling email with a chat, internal project management, and a separate channel for clients and freelancers.

‍32% of professionals say inadequate or lack of communication is the biggest problem for any project and it’s not hard to see why. Too often, you need several tools for each client. All-in-one marketing tools for communications have more capabilities which means you can do more with just one tool.

Choosing your marketing tools wisely helps keep your team productive as information becomes more well-documented and easily accessible.

Why are too many marketing tools a bad thing?

It’s hard to keep track of information when communication is scattered across the web. Too often, you have to switch between apps to keep up with ongoing work, clients, and freelancers. With all this, staying organized at work becomes a project on top of your actual work.

Imagine juggling WhatsApp, Slack and email to communicate with your clients. It could also be that you have some documents on a file storage tool but others stored in the chat. Maybe your internal project management and workflows with clients live across different platforms to keep costs at bay.

Fractured communications strategies make it hard to share progress and collaborate. While these flows naturally occur, they are not actually productive. Here are two typical issues that happen when communications are scattered across multiple tools:

• More things for you to manage: You’re already bombarded with notifications, and more of them aren’t helpful. Constantly juggling between tools requires a lot of context switching. This can make you more stressed, less focused and give the feeling like work never really ends.
• It all costs time and money: When you’re paying for more tools that should help your productivity, those tools should make your job easier. Unfortunately, this isn’t always the case and could end up hurting your bottom line. This is especially true when all your tools operate with per-user pricing, which often leaves valuable collaborators such as clients and freelancers out of the equation.

All-in-one project management is the solution

The solution? Look for tools that offer all-in-one functionality. All-in-one tools save you time and stress by reducing the number of platforms and apps you need to use. This makes it easier to work with different clients and projects while still offering flexibility and functionality for different use cases and projects in your department or team.

All-in-one solutions save time and help you stay organized because they meet several needs at once. Think of combining documentation with project management, chat with tasks, or your CRM with project management. Marketing work involves a lot of moving parts, whether it's purely internal operations, work with clients or managing projects with freelancers. The tools you use should cover multiple needs at once so you can to keep up.

Some examples of all-in-one tools and the features they offer their users: Rock, Notion and Coda.

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Collaboration and communication on Rock

Starting a new project with clients, partners or freelancers often requires too many tools that don’t easily connect to each other. This makes work between organizations unnecessarily difficult, time-consuming, and inefficient. To solve this, we built Rock which allows anyone to start collaborating on a project within seconds with messaging, task management, and everything related to a project in one space.

You can also link your favorite cloud storage apps such as Google Drive, Dropbox, OneDrive, Figma, Adobe and more to the files mini-app in Rock so everyone can access anything project-related, right from Rock. This prevents important information from being siloed in inboxes or folders.

Team members, clients, and freelancers can all make edits to projects or address feedback so all important information is stored in one dedicated project space.

Advanced note-taking with Notion

Notion is a tool that offers a team wiki for you and collaborators to store information for future reference. Like other all-in-one tools, you can have discussions with clients and your team members without leaving the platform.

Both Rock and Notion let you manage your to-do list with task boards; you can update your team members or clients on progress without clogging their inboxes with emails. Since these free marketing tools are more centralized, information is easier to find and keep organized.

Centralized information with Coda

Another all-in-one tool is Coda, which offers teams and freelancers a centralized place to keep their documents and spreadsheets. Instead of being forced to store information across different remote work tools, you can keep all your information where everyone can see it.

Coda also has different productivity and project management features within the platform, so you can reduce the number of things you’re juggling.

Make the most of marketing tools for communications

Using too many marketing tools to drive your collaboration efforts can cost you time and make work harder. Work becomes disorganized and tough to manage, while also eating away at your overall budget.

On the topic of saving time and money. If you are struggling to make sense of payments and tools your team is currently using, then a platform like NachoNacho can come in handy. This SaaS marketplace offers an all-in-one destination to manage your subscriptions, exclusive discounts, and discover new solutions.

With all-in-one collaboration, your work will be more effective and it'll be easier to get feedback. Remote work tools like Rock, Notion, and Coda can solve a lot of these challenges by streamlining your work, getting everybody on the same page, and making it easier to work on any marketing project.

In this release we're introducing Rock webforms, adding the ability to display thumbnails on the task board, and making a ton of other improvements to the core Rock experience. Interested in learning more? Check out the key changes below:

1. Webform - add a Rock webform to any website and when an entry is submitted a task is created in Rock. Use this for incoming requests, sales inquiries, or support tickets, and do the follow-up in Rock.
2. Thumbnails on the task board - see images on the task board so you can quickly see creative, visuals, and other attachments without having to go into a task.
3. Scheduled messages - send messages when people are going to be online by scheduling these based on their timezone.
4. Workspace improvements - instead of automatically adding everyone to all spaces in a workspace, you can now selectively invite people to a specific space.
5. Minimize space panel - need a bit more space for your space? You can now minimize the space panel so you can see more. No larger monitor needed.
6. Tons of other improvements - from improved task objects in chat to improvements on the way you navigate around Rock, we've added tens of small improvements that will keep you rocking.

Embeddable Rock webform

Set up new webforms between your website and Rock, available in both free and PRO spaces. Rock webforms automatically convert new website responses into tasks, creating a more centralized and intuitive flow of information.

This makes it easier for website visitors to contact you and allows your team to access and handle new form submissions without leaving Rock.

Here are some instances where the new webform could benefit to your team operations:

1. Product demos and consultations: Create a form that allows visitors to request a demo or consultation. This helps you gather pre-sales information while also directly assigning a new lead to a space member.
2. Contact forms: Add a "Contact Us" form to allow visitors to ask questions about your business or products and collect their information for future marketing. Visit our contact page to see this example in action!
3. Newsletter sign-up: Add a form for visitors to seamlessly sign up for your mailing list to stay engaged with updates, promotions and other important business announcements.
4. Feedback: Collect reviews or feedback from visitors on a specific product or service. You can use labels to categorize all information within your dedicated Rock space.
5. Event registration: Make it easy for attendees to register for your next digital or in-person event.

Check out our support page to see the webform in action, feel free to leave any feedback, queries or share anything else with us.

The new webform feature has been made available in both free and PRO spaces. Any user with admin permissions in a space can access the feature by visiting the space settings.

For additional information on how to embed a custom Rock webform, please visit this dedicated product guide.

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Thumbnails on board view

It is now possible to display images on tasks when viewing the Tasks mini-app in board view. This can increase clarity on how to operate tasks, improve engagement or bring more personalized branding to your projects on Rock.

To set an image as a thumbnail, follow these simple steps:

1. Upload an attachment in .PNG .JPG or .JPEG to a task.
2. Hover over the element and select “Set as task preview”.
3. Done! Your preview now shows on the board view. To remove the preview, repeat the steps and click on “Remove thumbnail”.

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Workspace improvements

We have implemented an update to workspaces that enables you to selectively invite users to specific spaces within a workspace.

This means that once a user is invited, they will only be part of the spaces chosen by you, and will not automatically become a member of any current or future spaces added to that workspace.

To invite a new user to specific spaces, select the "invite manually" option in the workspaces panel.

Next, ensure to deselect the default option of "invite to all workspace spaces". Then, manually choose the users you want to invite to the subset of spaces in the workspace.

Once you have selected all desired users, press the "next" button.

You now have the option to choose which spaces to add the user to. They will no longer be automatically included in new spaces added to the workspace or already existing spaces within your workspace.

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Remove link previews

You now have the ability to eliminate the thumbnail previews for links shared in chat. This change will be reflected for all users sharing the chat space with you.

To remove a thumbnail, simply hover over it once it appears and click the "x" button. Keep in mind, once removed, the thumbnail cannot be restored for that specific message.

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Jump to message

Want to quickly access the original message in a notification or thread? The chat panel now offers the option to jump to the message in the chat.

This makes it easier to view past conversations and navigate through messages in your different spaces and discussions. To activate the feature, simply select “Jump to Message” at the top of the panel.

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Minimize spaces panel

Maximize your Rock spaces view by hiding the spaces to the left. This feature can be easily enabled by pressing “hide” at the top of the spaces view.

This reduces clutter and increases the size of an open mini-app in a space, making it easier to get work done within your different workstreams.

Tasks objects in chat, now with due date and assignee status

Task objects now provide a more comprehensive view when shared in a space. Along with the standard information, we have added due date and assignee status.

This additional information will automatically appear when creating a new task or mentioning a task in your next conversation.

Time tracker improvements

We have made numerous improvements to the time tracker. This should result in a smoother experience overall with bug fixes and speed improvements across the board. Additionally, the format of the CSV exported from the time tracker has been updated.

To export tracked time in a CSV follow these steps. Go to your personal time tracker or the time view in the management dashboard -> set the desired time frame -> select "export" in the top right corner of the view.

Scheduled messages (unlimited)

Send messages or polls at a convenient time by scheduling them. This enables you to send messages at a time that aligns with your team members' time zones, plan ahead or set reminders.

Note that this feature is only available in PRO spaces under the Unlimited plan. To learn more about this new feature check out the dedicated product guide.

Unlimited plan in full effect

The unlimited plan is available for everyone, and limits for the free plan are now in effect. All users have access to free spaces, but with limitations.

FREE spaces are limited to creating 50 tasks and notes, adding 10 members, and uploading 250MB of files per FREE space.

Free users can also create only 3 group spaces and one workspace. However, you can create unlimited 1:1 spaces and use the Chat and Topics mini-apps without any restrictions.

Upgrading to unlimited will eliminate these limitations and unlock PRO spaces that include all the following features:

• Up to 1000 users and unlimited tasks, notes, set aside items, and file uploads in each space
• Time tracker
• Management dashboard
• Automations (Zapier, Github, Public API, Rollbar, Sentry)
• Sprints
• Custom fields
• Scheduled messages
• Pinboard
• Calendar integration
• … And more! Read the guide on PRO spaces for more information

Purchasers and managers can create as many PRO spaces as needed under the Unlimited plan.

Upgrade today and unlock access to PRO spaces for your team, partners, clients, freelancers and anyone else that wants to collaborate together with you on Rock.

Download the mobile app

We’re building Rock in public, share your thoughts, ideas, and feedback with us!

Join the Rock team as we build the future of collaboration and productivity. Learn more about upcoming features, share product suggestions and access the latest resources and events from the Rock team. Everyone is welcome to join through this link.

I wanted to share some important changes we are making to Rock.

Two years ago, we opened Rock to the public and thousands of people now use Rock to get work done with their team, clients, and customers. We know a lot of you love the product we’ve built and we are truly thankful for that.

With Rock we set out to build a productivity tool that would simplify how teams get work done. We also wanted to make this tool as accessible as possible by providing a lot of functionality for free or at a substantially lower price than alternative solutions. 

Building a product like Rock is hard and requires a lot of skill, resources, and commitment from our team and the reality is that all of this is not sustainable with the pricing we had in place. We have also heard from users that our existing paid plans are too complicated and that they felt too much nickeled-and-dimed for additional functionality beyond the free plan. 

Today, we’re making a change to our free and paid plans to allow us to keep building a great product while still keeping Rock simple to use and as accessible as possible.

Changes

• The Unlimited Plan - We are introducing a new paid plan called Unlimited which will replace the current PRO and TEAMS plans. This plan takes all the premium features in Rock and combines them into one easy to use, unlimited plan. We’re not doing per user pricing for this plan so you don’t have to worry about costs spiraling out of control while your business scales. This plan starts at $49 per month with discounts for existing customers, NGOs, and educational institutions. Read more
  
• Changes to the Free plan - The Free plan will continue to have unlimited 1:1 spaces and messages, but will now have limits on group spaces, tasks, notes, and other features. In most cases, this will allow anyone to use Rock for small to mid sized projects for free. Read more

Even with these changes, Rock costs considerably less compared to for instance a combination of Slack and Trello as these charge per user, don’t easily allow you to add guest users for free, and or put other limitations on their products. With the new, simple-to-use Unlimited plan – we hope more people will now be able to benefit from all the new features we’ve built in the last couple of months.

So what’s next?

We know that this might change how you currently use Rock so we want to make this transition as seamless as possible and provide different options to help you decide what to do next:

1. The changes to the Free plan will take effect in 14 days. None of your conversations, tasks, notes, or files will be lost if you’re over the new limits on the free plan. In most cases, you will still be able to read everything, but you might not be able to edit/make any changes unless you upgrade or decrease your Rock usage. 
2. As before you can always export all your account data and tasks for each space without limitations.
3. If you’re on a PRO plan, your subscription will expire at the end of your payment period. This could be within a month or within a year, and you can upgrade to Unlimited at any time. As an existing customer you will get an automatic 30% discount off the monthly or annual plan if you do decide to upgrade.
4. If you’re on the TEAMS plan, you will be switched to the Unlimited plan at no additional cost to you. 

Your support

As a current Rock user, you will receive a message in the Rock Support and Updates space with further information about upcoming pricing changes. If you have any questions or need additional information, please visit our Pricing page, check the Unlimited Plan page, email us at support@rock.so or connect with us at https://space.new/support.

Making this change today will allow us to simplify how people access all of our premium features while also allowing us to keep building a product that is loved by thousands of people. We hope we can count on your continued support. Thank you! 🙏

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Managing relationships with clients is a big part of your job when freelancing. Keeping a close relationship with clients is key for all freelance services including copywriting, design or engineering work.

Efficient and smooth collaboration with clients ensures that you can meet deadlines and build long lasting connections. However, setting up smooth collaboration flows is often easier said than done.

How do you make sure that communicating with clients is effective and tailored to their needs?

Read along to learn more about some best practices. We have gathered workflows and best practices from freelancers all across Rock which you can easily implement in your next freelance project!

What does good client management look like for a freelancer?

You want your clients to be heard and understood, all while meeting their expectations and deadlines. Likely you have more than one client, and all of them require your input on the daily or at least weekly or monthly basis.

This means you need to learn how to balance your time on each client effectively and efficiently. Don’t forget about at the same time providing personalized support, at the end of the day every client wants to feel like you’re prioritizing their project.

To do so, you need to create processes, workflows and systems that support this. Here are 7 habits most of our freelancers mentioned when discussing client management on Rock.

1. Balance personal with scalable

How do you keep your communication with multiple clients personal yet scalable? You need to set up a system which allows you to provide personalized support on your client projects in a scalable way.

Define typical projects you work on and create templates containing specific workflows. The templates might include systems, steps, and playbooks. You can use these templates every time you start a new project and adjust them depending on the needs of your client.

Think of a welcome or project start note that is shared in the beginning of a project. Feedback forms at certain milestones can also be scalable but personalized to your brand and project experience.

A common way to keep track of these activities is by implementing internal task management to set reminders about certain milestones or completed activities.

2. Easy access to information

Think about which information or files have to be shared with a client before starting a project. Making all relevant information such as project details and deliverables easily accessible will save you time. It also gives clients a more professional and well-prepared first impression of you.

Make sure your client knows how to access all information they might need. You should inform them of the documentation and grant access at the beginning of any project.

Neither you nor your client need to waste time searching for files or information across multiple folders, apps or long email threads.

Implementing this open up valuable time as clients don’t have to reach out to find files, reports or workflows. You can use this gained time to focus on nurturing the relationship, accelerate implementation, gather feedback or provide support.

3. Overview of progress

It’s crucial to provide your clients with an overview of your progress regarding projects you work on. This allows you to avoid miscommunication and make sure that the final result aligns with expectations.

You might want to establish a process and use a project management tool to keep your clients in the loop. A defined process and efficient tools work way more effectively than scattered progress pings via, for instance, email.

It also gives room for more asynchronous work. Clients can chime in whenever they have time if you update work through a shared system. No need to wait for a meeting or scroll through a messy email thread.

4. Fast and seamless communication

Communication is key. You should make sure that your clients are able to get in touch with you effortlessly. Make sure to have internal communication strategies that align with your brand voice and business offering.

It’s important to keep conversations flowing. Rock has a mobile app and offers the option to send audio messages. This way you can make sure that communication is fast and seamless anywhere, and can be taken on the go.

5. Make it effortless to enter in contact for first projects

It should be easy to start a conversation with you to discuss a new project or start working together. The Quick Connect feature on Rock comes in handy here.

We built Quick Connect in order to make it easier and quicker for everyone, including freelancers, to open new communication channels.

If you use Quick Connect, your clients can scan your QR code or click on your personal link to open a space with you to communicate. You can share the QR code and/or the link on your website, email, or any other external page.

6. Relationship building

It is cheaper and more efficient to keep existing clients than to search for new ones. Also, satisfied clients who are in touch with you even after a project might spread the word and refer friends or other businesses to you.

It’s very beneficial to stay connected with your clients even after the official project. You never know when a new opportunity arises. Build a long lasting relationship and stay in touch with your clients via, for instance, a newsletter.

Alternatively, you can build a community where your previous clients can connect with each other and keep their relationship with you.

7. Avoid multi-channels

Using several different channels for your communication and collaboration with clients can become confusing for both parties.

Things get messy if you use email, a messaging app, a separate cloud storage and a project management tool simultaneously. It gets quite time-consuming to find relevant information fast and you might not now where you left off in terms of communication.

By using one application for everything you can be sure that the information or files will be found within that one tool. You don’t need to switch your focus between different applications. It saves you time and stress.

How to manage your clients from one place

We’ve talked with freelancers who use Rock to manage UX and low-code development, content writing, design, engineering and other workflows. They share their experiences and suggestions on how to organize spaces, set up workflows and take the best out of Rock as a freelancer.

Here are three spaces we often see freelancers manage on Rock:

• Client spaces
• Customer relationship management (CRM)
• Communities

Client spaces

You can create dedicated spaces on Rock for each client you work with and invite them for free.

By creating a space per client you will be able to stay highly organized. Each client, their project information and communication will be grouped and easily accessible. Client spaces can be useful for day-to-day communication, project management and documentation.

Day-to-day communication

Use client spaces for seamless day-to-day communication. Discuss daily activities and quickly catch-up with your clients by leveraging full-fledged messaging functionality in every space.

The chat is at the forefront of a space and intuitive to use. This makes it a great solution for direct communication with the client. Leverage reactions, audio messages, polls, threads and so much more to keep the conversation going.

Sometimes you might need to arrange a quick video meeting with your client.  Rock offers the Meetings mini-app in ever space with integration to Zoom, Google Meet and Jitsi and Loom.

This can be beneficial for freelancers as they can connect their video conferencing account to Rock and start a meeting when other channels are not cutting it.

Project management

Besides day-to-day communication, you can use your same client spaces to manage ongoing projects. Project management through tasks mini-app will have you strongly equipped in managing your next project while involving clients..

You can toggle between multiple task views including board, list and calendar. The task board view allows you to visualize projects by dividing tasks in different columns and stages. Categorize tasks and filter them depending on your needs by leveraging labels, priority, assignees and so much more..

The comment section within each task makes it easy to follow up or have a more focused discussion with the client. This way you can make sure that both parties are always on the same page.

Documentation

Rock allows you to document relevant information so it’s easily accessible and safely stored.

The Notes mini-app can be used to store general information that is relevant for your client projects. It might contain some project guidelines, rules or briefings. When you add this information to notes it becomes easily accessible anytime. Otherwise, it might get scattered across different channels and eventually lost.

The Files mini-app is helpful if you often share files with your client. This can come in useful if you’re a copywriter, doing website project management, or graphic designer. Connect cloud storage providers such as Google Drive, Figma, Miro or Notion to Rock and share files with your clients without searching across folders or sharing links across messages, tasks and notes.

You can even attach files from a cloud storage of your choice to any task. It allows you to share task related files with your clients easily.

CRM space

Besides dedicated client spaces on Rock you can also create a space for yourself which serves as a CRM system.

This allows you to keep track of projects and details of current, past or potential clients. You don’t need to invest in any additional tools as spaces can be adjusted to support this use case.

Here’s how freelancers can manage their ongoing projects with a CRM space on Rock:

1. Use the task board as your main CRM view

Use the Tasks mini-app in the board view to arrange your CRM system. You can use lists to define the current status of each client.

For instance, you can organize lists as Leads, Active projects, Closed Projects, Revisit Later and more, depending on your needs.

2. Create a task per client

Create a task per client and add all relevant information to the task description. Easily attach any important documents or files such as contracts or invoices.

You can even set a deadline to prospect tasks in case you need to follow up or reach out before a certain date. Make sure you’re assigned to the task to receive a dedicated notification.

With individual task cards you can make sure all contacts, updates and remarks are stored and well-documented. You can update and adjust this information at any time.

3. Use labels and priority status to categorize

Labels might come in handy as you can categorize your clients by labeling them depending on a project type or size.

Labels will help you to visualize your client management and filter across client cards easier. Also, you can use the priority status feature to categorize your clients depending on their size, number of available projects or income potential.

4. Keep project details close by combining the checklist, @mention feature and attaching could files

Use the checklist to include relevant points about each client to keep your documentation neat.

You can @ mention tasks from different spaces. For example, you want to save a task that you were working on in a space with a client. You can mention that task as a reference in a client task in your CRM space. It allows you to easily connect spaces and find information faster.

Moreover, you might want to connect your cloud storage to the CRM space. You can easily attach cloud files to your client’s CRM tasks which will allow you to quickly check which files are relevant to each client.

Community space

Build a community on Rock! Do you design websites? Or write content? Whatever it is that you do as a freelancer, you can bring your target audience together by creating a themed community space on Rock.

Invite your former, existing or potential clients to the community for free. You can engage your community by asking stimulating questions, sharing industry news and creating polls to gather opinions.

You can use the Topics mini-app to spark more in depth discussion while reducing the noise! This way the discussions will be structured and people will be able to choose which topics they want to follow, similar to a discussion board.

The community space can become a unique tool in your project acquisition funnel. It will help you to nurture connections with your clients, build trust and show that you are knowledgeable in your field. Curious what a community space can look like? Join ours!

Advantages of using Rock for working with clients

Why should you start managing your client relationships on Rock? There are some advantages to using an all-in-one solution to work with clients. Here are two main advantages of centralized client management you should consider.

More functionality

If you manage your client relationships via email you likely know how confusing and long email threads can become.

In addition to that, it’s often difficult to involve new people into email conversations. We all know how easy it is to lose work details or documents between threads that include a different set of participants or revolve around a different discussion topic.

Rock allows you to forget about emails and have all the communication and collaboration in one place. All-in-one messaging combined with tasks, notes and files, provides a seamless experience.

Faster

You will save time as you don’t have to switch between different tools and keep an eye on your emails simultaneously. Using one tool for everything will pay off as you will be able to spend more time getting your work done faster.

Start managing your clients on Rock today

Rock is used by many freelancers around the world to manage and nurture their client relationships everyday.

Having everything in one place will improve your workflows and will get your client relationships to the next level!

‍Sign up today and facilitate your day-to-day client communication, project management, documentation, CRM and community building.

Budget overruns are a manager's nightmare. Even with all the checks and balances in place, you might still exceed the available finances. Underestimated costs can make the best idea turn into a failed project. So budgeting sometimes becomes a test for the success of a project.  

Budgeting is the key skill for ensuring organizations have sufficient financial resources to execute ideas. There are only few skills as critical to running a business as project budget management.

In fact, establishing a budget is the first step you should take to ensure that your plan is reliable and can work out. It also becomes critical if you are looking into how to improve productivity in an organization. 

But what is project budgeting and how can you apply it? In this article you will learn all you need to know to master project management budget planning and take your project to the next level. Let’s get started!

Project Budget Management: What Does it Consist of? 

Project budget management is the process of creating a document to estimate incomes and expenses for a project during a given timing (for instance, the upcoming quarter or year). When you develop your budget, you have to take into account three main aspects: money, people and time.

1. Money. Every project involves costs, regardless of its size and nature. Knowing how much you can spend sets the path for a prosperous launch. And it helps you put some order across the different phases of the project, helping you stay organized at work. Sometimes as the project evolves, the cost forecast changes, so you have to update the project planning budget accordingly.

2. People. Budgeting project management also involves people. When you are managing a project budget, you have to estimate not only financial resources but also human capital.Think on how many people will be involved in the project, what is their required level of expertise and how many hours are they going to work.

3. Time. Time is money, as it translates into productivity. Making sure you're not spending too much time on something unproductive will help you get better results. So having a realistic budget for project management will save you time.

Benefits of Project Budget Management

Why is managing project budgets so relevant? The most obvious reason is that an accurate budget helps you keep costs at bay. It also gives you a clear idea of the project feasibility, so you can see in advance if you can really get started with a certain project.

But there is more to it than that. According to Harvard Business School, these are five main reasons why budgeting is key for running any business:

1. Project budget management helps you achieve company goals and objectives. You can use budgeting to set financial goals. And you can also apply project management budgeting methods to see how those goals evolve.
2. ‍It ensures resource availability. Project management budget planning’s primary function is to ensure you have enough resources to meet your project's goals. By establishing and organizing your finances in advance you can plan task management better and determine which teams require more resources.‍
3. It provides a core plan. A budget is a financial roadmap for the upcoming period. It gives you a plan and shows how much you should earn and spend. The budget is updated as the project gets through that plan.
4. ‍It makes prioritizing projects easier. When you are managing a budget you have to decide which projects and initiatives come first. So having a good understanding of project vs task management is relevant.
5. ‍It can lead you to financing opportunities. Investors highly value documented budgetary information when deciding whether to fund a company or a business project, says the Harvard Business School. Don’t miss out on these opportunities! Master your budgeting skills.

Project Management Budgeting Methods

Now that you know what project budget management is and why it matters, let’s explore how to set up a budget. Here are six different methods:

• Bottom up: individual tasks add up to the overall cost of your project. Each department creates a list of expenses and cost projections, submitted for review. Cross departmental communication is used to keep everyone on the loop. Once agreed, these separate budgets are added to the company’s overall budget. 

• Top down: an overall cost is set and then calculated back. In top down budgeting, the senior management prepares the budget based on objectives, and passes it on to different departments, says the Corporate Financial Institute. The departments create their own budget based on established allocation and goals.

• Parametric estimation: you use industry rates to calculate the budget. Parametric estimating does not focus on every single task, but on the most important ones within the project management framework. An algorithm is used to calculate cost or duration, based on data and parameters.

• Analogous estimation: you compare to similar past projects to calculate the budget. Analogous estimation relies on expert judgment rather than data. It uses experiences from previous or similar projects, comparing its duration, budget, size and complexity, among other characteristics.

• Three point estimate: you calculate the budget based on risk analysis. This technique determines the probable outcomes of future events. It is established through three main points: the best-case estimate, the most likely estimate and the worst-case estimate.

• Earned value analysis: you make a comparison of budget and past projects. “Earned Value Analysis (EVA) allows the project manager to measure the amount of work performed on a project beyond the basic review of cost”, explains senior manager Reichel Chance from the Project Management Institute. 

Common Reasons for Project go Over Budget

How can you fail on your  project management budget planning? When something in the project goes wrong, time and money have to be invested to direct it back on the right track. So execution mistakes - either they are small mistakes or fatal errors - can induce a significant risk of surpassing the estimated budget. These are some of the main mistakes:

• Poor planning. A recent PwC’s Cloud Business Survey showed that just 17% of chief risk officers are brought into projects at the planning stage. Most come to the table much later, which often results in poor planning and bad budgeting.  
  
  ‍Poor organization of a project can make activities take longer than expected. There might be new activities that were not accounted for, or accounted activities that ended up not being relevant. Poor planning can make you waste resources unnecessarily. 

• Lack of coordination. This often happens when people lack professional communication skills, or when cross functional collaboration is not taken into account.
  ‍
  For instance, if employees engaged in the project do not fully comprehend its objectives and tasks, they will tend to make mistakes. In turn, managers will demand revisions and corrections, so things have to be remade multiple times. Hence, inadequate stakeholder communication may lead to cost overruns.

• Project changes. Since the business environment is highly dynamic, changes in projects are usually hard to get away from. This happens, for example, when the end deliverable of a project suddenly changes to something else. These changes can affect the whole project budget management plan. 

• Scope changes. The unchecked growth of the project’s scope is a massive problem for project managers. It happens when a project becomes much bigger than expected. Or when some parts that were initially not considered important are added. This occurs if a project’s complexity has been underestimated. 

Best Practices for Managing Project Budget

So how can you prevent going over budget? In the following you can find five project budget management  best practices for maintaining your project budget under control. Try them out:

1. Review frequently. Have an overview of tasks with deadlines to make sure that the work gets completed on time. It will not only help you manage your budget, but also have a better understanding on how to improve work performance.
   ‍
   Use Rock to review and prioritize tasks. Move the project’s tasks to a calendar view to see the starting dates and deadlines more clearly. 

2. Clear overview of progress and costs. In the Tasks mini-app on Rock, use labels, custom fields, lists and statuses to stay up to date on the progress and costs of your project.
   
   The board view in the Tasks mini-app can help by visualizing how the project and its budget are developing. It gives you a clear overview and reduces potential contingencies.‍
3. Implement a Project management framework. You have to choose the right framework to manage a project successfully. Set up a system with rules for everyone in your team to know which tasks they have been assigned. Agile can be good to deal with scope changes. Check out our previous article on Agile vs Waterfall to learn all about this method.‍
4. Enact transparency. Make sure that all team members can clearly see how far the project is getting along, and whether something is taking too long. It will allow you to have more control over your budget. A better transparency will reflect on a more organized project planning budget.
   ‍
   You can use the Notes mini-app on Rock to share relevant information about the budget. This way everyone involved has a quick access to information.‍
5. Communicate clearly. Better communication usually results in more structured budget information. Use clear, well-documented channels to communicate challenges and accomplishments. Also, don’t forget to foster cross departmental communication.
   
   Rock can help to keep your communication structured and in one place. Use chat, polls, or meetings to have quick interactions. You can also use the Topics mini-app for more in-depth and structured discussions.

Software Picks to Make Sure Work Gets Done While Staying in Budget

Which software can you use to avoid last minute surprises on your budgeting? Try out the following remote work tools:

• Rock. We have already given you some tips on how to use Rock for managing project budgets in the best possible way, but there is more to it.
  
  Something to highlight is Rock’s all-in-one project management functionality. Combine messaging with tasks, notes, files, topics and meetings to keep your whole project budget management in one place. Instead of using many different apps, you can use the same platform in a more organized way.Set up your budget and get everyone informed without having to switch between different apps.

• Loom. Loom complements Rock and it can be used to provide feedback in asynchronous work video format. Rock has a Loom integration, so you can share Looms on Rock easily.
  
  Use Looms for different parts of the project budget management process. Share information with your team about the different stages of the project and the budget prospects. Send and record videos at any time, so people can watch them as many times as they want to and leave comments if something is unclear.

• Google Drive. You can connect Google Drive with Rock. Integrate your files to the Files mini-app and have easy access to them. All your project budget related documents will be accessible to everyone in the platform. Learn about what file management is and make your work easier.

• Notion. Just like Google Drive, you can integrate Notion to Rock to work on your budget plan and get everyone on the same page.
  
  ​​Through this integration, teams can connect all necessary documentation from Notion to Rock more efficiently. 

Use Rock to Keep your Project Budget Management in One Place

Rock can help you to plan your budget effectively! Stay on track by sharing information and communicating about the budgeting project management process with your team on Rock.

Integrations such as Loom, Google Drive and Notion will allow you to manage all the budget information in one place. Spend less time switching tools and focus on finishing the project within your budget successfully!

Whatsapp is primarily used for personal communication, however, some companies use it for business. At the first sight this might look as an attractive solution as it's free and easy to use. Nevertheless, switching from WhatsApp to Rock unlocks a new set of functionality that can help your team stay productive.

There are several reasons why you should move your business communication to a more suitable platform. Rock is a great WhatsApp alternative to switch your business messaging. In this article we will highlight some benefits of making this change.

We also lay down the steps to take if you want to seamlessly switch between platforms.

4 reasons to move your business communication away from Whatsapp

There are a few relevant points which you should reconsider if you still use Whatsapp or other messaging-only tools for your business communication. Read on to learn more.

WhatsApp provides only messaging functionality

Even though messaging is an important part of any business’ communication, it’s not everything.

If you rely only on messaging, your team ends up being dependent on synchronous communication. Synchronous communication implies that employees expect others to reply in real time in order to move on with their work. WhatsApp chats get noisy and messy, and it becomes difficult to stay up to date and easily find relevant information.

Rock combines both messaging and tasks. This way communication becomes way more structured and information is easier to find. You can still use chat for general communication but the Tasks mini-app is great for tracking your to-do’s and easily seeing what your colleagues are working on.

On Rock, your team doesn't need to follow long chats to find what’s relevant for them. You can simply create tasks and assign employees, so everyone knows what they need to do.

Each task has its own comments section. Instead of writing everything in one chat, you can discuss each task individually in the dedicated space. This keeps all information easily accessible to the relevant team members.

Communication on Whatsapp is siloed

Often you might need more than one chat to manage your work communication on Whatsapp. This is where it becomes difficult. It can be quite a challenge to communicate across chats as they are not really connected.

For example, if you interact with colleagues on several different projects in multiple chats. It is challenging to manage the work between a number of disconnected streams of communication.

You might need to reference messages or action items which were discussed in a different chat. Whatsapp doesn’t provide a smooth way to interconnect multiple chats and easily reference information across them.

On Rock, you can create Workspaces which enable you to connect your group chats together based on function and focus. Using Workspaces allows you to invite or remove people from multiple spaces at once which saves you time.

Work related communication on Whatsapp is harmful for your work-life balance

It’s likely that you use WhatsApp to communicate with your family and friends. If you also use the same app for work communication, the line between work and personal life is blurred.

That makes it more challenging to disconnect and rest after your working hours.

According to Forbes, a separation between work and private life helps to avoid stress and is critical for your and your colleagues mental health.

Rock allows you to have a dedicated tool only for work communication. It means you won’t see unwanted work related messages coming in during your free time. This will help you to establish a healthy work-life balance.

WhatsApp needs to be combined with another project management tool

WhatsApp is great for chatting but not powerful enough for many teams that want to manage projects. Likely, you need to combine Whatsapp with another project management tool as messaging isn’t enough to establish a sustainable workflow.

Consequently, your team will have to communicate via messages on one tool, and monitor tasks on another one. This type of context switching causes employees to lose focus as their productivity is temporarily reduced every time they have to switch between tools.

Why not keep it all in one place? Rock has a bunch of features beyond the chat that will help you further supercharge your work. Here are a few benefits of Rock which will allow you to do way more than just messaging:

@mention.

You can create and easily mention tasks, notes, topics, files and people in the chat. It provides direct links to the objects you are referring to. As all the objects are on Rock, you don’t need to leave the platform to view them. Everything becomes interconnected and easily accessible!

Tap-to-organize.

Convert a string of messages into a new task, note or topic. No more copy pasting information between platforms so you save time. Also, your chats become clean and organized.

Less context switching.

The fewer platforms in your toolstack, the better the focus. With Rock, everything is integrated so you can stay on one platform and focus on your work with less distractions.

Use import from WhatsApp to quickly migrate conversations and users

Ready to move from WhatsApp to Rock? You don’t need to worry about losing your previous chat history as you can bring it over. You can simply import all your information, users and messages, from Whatsapp to Rock for free.

You can do that in a few easy steps. We’re going to guide you through this simple procedure:

1. Export your chats from WhatsApp

Firstly, export the chats from WhatsApp which you want to bring over to Rock. This is possible on your mobile device only.

2. Import to Rock

You can import a chat directly to Rock when saving from Whatsapp. Whatsapp will show you a selection of different apps to share the exported chat to. Select Rock among these and it will start the importing process.

3. Select the Rock space

Choose a space where you want to import your Whatsapp chat. Alternatively, you can also create a new space to host the messages and invite your WhatsApp contacts to.

4. Map the users you are importing

Invite users that were part of the WhatsApp chat to Rock. This way, the messages are assigned to the correct sender. You can invite people inside and outside your organization to Rock for free.

5. Confirm the import

Your messages and users are now on Rock! You will get notified and will see an ‘imported’ tag to your imported messages.
If you need more detailed information on how to carry on an import, please read this guide to walk you through all the steps in detail.

Switch from WhatsApp to Rock today, it’s free!

Get your team on Rock today to leverage more functionality through tasks, notes, files and meetings. Rock was built with a focus on productivity and collaboration.

Improve your workflow, reduce stress and access a complete overview of what your team is working on from a single app. Pick and choose how to communicate with your team and bring tasks to the finish line.

If you need any support with importing from WhatsApp or have questions to our team, feel free to get in touch with us.

We also encourage you to join the Future of Rock community to learn more about how we organize our work, collaborate with people and stay productive with messaging, tasks and more in one place.

Working remotely can be great. More personal autonomy, less commuting time to the office and a better work-life balance are just some of the pros. But while many people are embracing the flexibility of the virtual work environment, others might feel a loss of connection and structure.

The challenge is to create a solid remote work culture that allows achieving company goals and objectives without making people feel disconnected.

The sense of shared culture that is usually implemented in the office space needs to be effectively translated into the remote work environment.

In this article you will find a guide with some remote work culture ideas to learn how to build a strong culture with a remote team, and how to maintain it through time.

How does remote working impact culture? 

The pandemic has pushed many companies and organizations to become fully remote and try to build an engaging remote work culture.

As a result, the traditional office-centric ways of reinforcing work culture doesn’t work the same way as before.

Adapting to this new working model can be challenging. Especially when it comes to corporate values and interpersonal relationships in the virtual culture.

Zoom happy hours and implementing virtual meeting best practices can help, but they are not enough in the shift to a remote work culture.

Social events are harder to make entertaining without an office environment and it is more difficult staying organized at work with coworkers you can’t casually pass around the office.

That is why interactions in a remote work environment have to be more deliberate and intentional.

In the following, you will learn how to create those interactions through a strong remote work culture. It will also help you to build better connections with your coworkers.

What are the benefits of having a strong remote work culture?

In order to make employees feel more connected and satisfied within their jobs, companies need to reimagine and foster new ways of working remotely.

Creating and implementing a well grounded remote culture lies at the core of a healthy work environment. 

These are some of the benefits of a strong remote work culture.

Lower employee turnover

One of the consequences of caring about how to build a remote team culture is that employees will experience higher levels of satisfaction.

That is why when you implement a healthy remote culture, employees are less likely to leave. People are less stressed and feel better connected to their peers, and the amount of sick days requests also decreases.

Statistics support this claim. According to research by Owl Labs and Global Workplace Analytics, companies that support remote work have 25% lower employee turnover than those that don’t.

And another recent study by PR Newswire concluded that 80% of U.S. workers would turn down a job that wouldn’t offer remote or flexible work.

As a result, if you don’t develop a strong remote culture you will be risking losing actual and potential employees. They might find remote work opportunities elsewhere.

More productive teams

When remote work culture ideas are put into practice, your team becomes more productive.

A strong remote work culture is essential when you look into ways on how to improve work performance.

This way, you can understand better what they are working towards if a work culture is strong and well defined in the virtual environment.

More creativity

Team culture nurtures creativity in the workplace. This happens because employees feel at ease to share their opinions and ideas, and interact with people across  departments.

At the same time, the question of how to build a strong remote team culture leads to exploring new ways to make the work environment more creative.

Increase workplace attractiveness

A strong and positive remote work culture attracts more people.

Employees might leave good reviews and share their experiences of a positive virtual culture with their environment and with potential new colleagues.

It fuels new dynamics and becomes a talent magnet.

How do you maintain company culture while working remotely?

To figure out how to build a strong culture with a remote team, you need to use some communication strategies to introduce changes.

You don’t need to rethink everything – just make the adjustments that better suit the values, nature and size of your company.

There are really not many differences between how small businesses create remote work culture and how it is achieved by big corporations. It all relies on adjusting the mindset and implementing a plan.

Here are some remote work culture ideas to get started with.

Set up a water cooler space

Digital water cooler spaces are essential to engage remote employees because they allow people to chat about more informal topics.

If you’ve ever worked in an office, you probably remember the water cooler as the place you can rest, rehydrate, have a quick chat with a colleague or just take some air. It might as well be the kitchen, the printer or the coffee machine. 

But who says remote employees can’t have those office water cooler spaces too?

In a remote work environment, you can create a virtual water cooler to take a break, relax and connect with others.

Virtual coffee chats

One of the things that is most commonly missed from the traditional office environment are the human interactions.

Set up virtual coffee chats with team members across departments to learn more about each other. This encourages your team to take breaks while meeting others in the company and helps bond teams.

When teams work asynchronously, virtual coffee chats become even more relevant because it allows them to feel more connected with coworkers that don’t usually have much chance to interact with.

Virtual, scheduled coffee chats can foster better relationships in the workplace and increase productivity.

However, it is important to always make these events voluntary. Getting a good remote work culture is also very much adapting to different kinds of people within your team.

Create cross functional and departmental projects

You should have people across functions and departments work and collaborate together. This can strengthen the shared vision and allow everyone to meet each other.

Cross functional teams can spark innovation and grant a more collaborative working environment.

In the remote work culture, these teamwork experiences can really help your team members to expand beyond their area and enhance their productivity, creativity and motivation.

Voluntary virtual office spaces

Create a virtual office space and have it open for those interested in more interaction with the team. Leadership can set up open office hours for the team to come by and chat about anything.

A virtual office gives employees access to a remote working space to interact between each other and organize meetings through virtual rooms and video conferencing.

This way, people can communicate easier with their colleagues and also engage with others that won’t see them in person.

Make use of virtual meeting best practices

A lot of people are burned out from doing constant meetings in their day to day. A lot of them might not be that needed or even useful. In order to avoid this, make use of virtual meeting best practices.

Don’t overuse meetings and make sure that synchronous interactions in remote work environments add value. You don’t want your team to become desensitized to meeting up!

Don’t forget to add check in questions for meetings. It helps ensure high-quality communication and build team relationships.

Also, these meeting agenda examples can bring structure to your meetings and make them more meaningful, practical and valuable.

Celebrate victories and completed tasks

A great way to show appreciation and build a positive culture is to celebrate a job well done. Make sure victories and accomplishments don’t go unnoticed – you have to celebrate them!

In order to create a positive remote work culture, it's always good to find ways to congratulate people on their achievements, such as completing a big task or bringing in that huge client. Sharing success stories and acknowledging victories can hugely improve motivation in the virtual office. 

There are many ways to celebrate achievements in the virtual world. You can send a GIF into a common chat with employers and coworkers to congratulate an employee. Or mention that great success in the monthly meeting.

If you have more time and resources, host a virtual event and make it more fun. Create a memorable experience with the team to celebrate the milestones.

Look into fun voluntary social events

From virtual wine tastings to virtual escape rooms or team member quizzes, social events can enhance teamwork and build a strong remote team culture.

You can set up these and so many more things just so people can interact with each other, learn more about each other, have a less formal interaction and simply have fun.

These events can be fun and entertaining, but remember to make sure they are always voluntary, so no one feels forced to make part of them.

Establish shared goals and objectives

When everyone is working towards the same goals and objectives, people are more likely to be better connected in their interactions. You should make sure teams like Marketing, Sales and Engineering are all aligned on some high level goals and objectives.

This way there will be more understanding and initiative into learning what other people are doing. Make sure that these common goals are highlighted and well shared with the team and that everybody understands them fully.

If everybody is working towards the same target, it is much easier to set everyone up for success, especially in the digital workplace.

Build a strong remote work culture with Rock

Rock allows you to manage your whole team remotely through its multimodal communication.

Combine messaging with tasks, notes and files to communicate and collaborate in your day-to-day. Create unlimited spaces and make sure your team can get work done without switching tools.

All-in-one functionality allows you to keep all communication and projects in one place, which makes it easier for team members to feel more connected as interactions are not scattered across platforms. Anything you need to communicate with your team in a virtual work environment is within one platform! It helps to nurture interactions and empower your remote work culture at the same time.

Healthy remote work culture that lasts

Achieving a healthy remote work culture can be challenging. But it is greatly enriching for both employers and employees in the virtual environment.

It helps you to be more in tune with coworkers, goals and corporate values. And it’s a great way to engage current team members and attract new talent!

No matter your organization’s size or industry. In today’s virtual office, you need to build a remote work culture that lasts. Rock integrates messages, tasks and all-in-one virtual spaces to make it possible. You will find all the tools that you need in just one platform. Get started today!

Every project has a number of stakeholders involved, both internal and external. And for the project to be a success, everyone has to work seamlessly together, no matter what their roles are. This may seem tricky especially with projects involving a large team, but that’s where project managers come in.

Project managers help ensure that everything is going according to plan, and that every stakeholder involved is on the same page. That’s why one of the most important things to master as a project manager is stakeholder communication. 

Stakeholder communication refers to talking and collaborating with stakeholders of a project or business. Stakeholder communication involves all the groups of people who are affected by the project, or have a say in making decisions in relation to it.

That being said, it becomes clear that project management and stakeholder engagement go hand in hand. Effective communication with stakeholders is one of the keys to having a smooth-sailing project. And even if challenges come up along the way, having open and constant communication can help the team better solve any issue. 

To help you better understand what stakeholder communication is, this article will first define who stakeholders are, why communicating with stakeholders is important, and what you need in order to effectively communicate with any type of stakeholder. 

Who are your stakeholders?

Before knowing how to engage with stakeholders, you have to identify who they are first. By definition, stakeholders are groups or individuals who are invested in your project or business. More often than not, these stakeholders have different needs or expectations in relation to the project’s outcome. 

Some examples of stakeholders include, but are not limited to: 

• Founders/CEOs
• Management Committee
• Stockholders
• Investors
• Company employees
• Colleagues and team members
• Suppliers
• Partners
• Creditors
• Contractors
• Subcontractors 
• The government

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For each project, you usually have a set of key stakeholders, meaning the people who are  involved in the planning and decision-making process for it. This varies per project, but no matter who your stakeholders are, it can get tricky to make each one of them happy. And if your stakeholders aren’t satisfied, chances are the project may have a lot of back and forth. 

This highlights one reason for knowing who your stakeholders are – you can’t engage stakeholders unless you know what they’re looking for with the project. 

You can go about this by first mapping out your stakeholder groups and planning how to best engage each of them. By prioritizing which stakeholders need the most communication, engagement, and consideration, you’ll be more efficient in keeping up with all of them. 

Why is stakeholder communication so important?

If you’re wondering why engaging with stakeholders is important in the first place, let’s look at a few reasons. 

1. Builds trust

Having constant, open communication with stakeholders is an example of an easy way to form a solid business relationship. That’s because communication is key if you want to know more about their perspectives and needs.

Furthermore, it shows stakeholders that you also care about them, and not just the interests of your company. When you’re open and transparent, it will be easier for stakeholders to trust you.

2. Promotes better decision-making

Prioritizing effective stakeholder communication means that you get to gather insights and ideas that can help your project move forward. By consistently communicating and aligning with your stakeholders, you will have an easier time making informed and universally beneficial decisions for the project. This is one of the keys in helping you and your team succeed.

3. Breeds innovation

Without communication, ideas won’t have a channel to flow. But by learning how to go about stakeholder communications, you create an environment where stakeholders are happy to contribute to the conversations regarding the project. This leads to collaboration, and ultimately, innovation for the company. 

4. Prevents miscommunications 

Miscommunications happen when members of a project aren’t on the same page. This further highlights the importance of learning how to communicate with stakeholders. Through effective stakeholder communication, you’ll be able to lessen mishaps or challenges as you complete your project. 

This is especially important considering that some mistakes or moments of miscommunication may result in expenses that could have been avoided.

5. Encourages accountability 

Constant stakeholder communication is one way to ensure that everyone is accountable for their work. When you have open lines of communication and regular channels for updates, keeping track of who has to do what becomes more hassle-free. 

It’s also a good way to show each stakeholder and team member that their contributions are necessary for the project to succeed. 

What are some stakeholder communication needs?

Now that you know some of the reasons why stakeholder communication is important, you can look into what you need to have to reach out and collaborate with stakeholders effectively. 

For one, it’s important to know the right communication strategies when dealing with different stakeholders. That’s because one approach won’t necessarily work for everyone. For example, some stakeholders prefer having one-on-one alignments, while others are okay with receiving updates in a community or group space.

It’s also important to discern the right channels in which you can best communicate with your stakeholders. 

How do you effectively communicate with stakeholders?

If you’re now wondering how you can go about communicating with your stakeholder, it’s helpful to recognize the importance of different channels. Whether you’re dealing with a client, a supplier or a contractor, you should consider leveraging different ways to reach them. 

Being present in as many seamlessly integrated channels as possible will help your stakeholders better communicate with you. Here are some of the ways you can use different communication channels:

1. Leverage asynchronous video

There’s no denying that asynchronous work has gained popularity and acceptance in recent years. One way you can get in touch with different stakeholder groups is through asynchronous videos. 

For example, during onboarding it would make a lot of sense to record walk-through videos to explain the various processes. You can use a platform like Loom to record your screen while explaining what’s being shown. Just make sure there’s opportunity and space for asking questions and clarification afterwards. 

Asynchronous video can also be a more personal way of reaching out, because stakeholders see not just the brand you represent, but you yourself. 

2. Create communities

One easy way to connect with numerous stakeholders at once is to create a community for them. A community gives you the opportunity to engage with your stakeholders, just like for example in a Reddit community or a Rock space. 

Creating communities for your stakeholders is a convenient way to share salient information, updates, and discussion points with a group. Your stakeholders can also quickly raise any questions or concerns they may have. Furthermore, it encourages stakeholders to interact not only with you, but also with each other.

3. White-glove stakeholder communication‍

Certain stakeholders require a more personal and private form of communication. These are mostly stakeholders with very crucial roles in the project, or someone who is a driving force for the business. To address the needs of these stakeholders, you can set up a space on Rock where you can talk one on one. 

The beauty of Rock, a holistic project management and communication tool, is that you can create as many spaces as you need, for free. They can be created for a group of stakeholders or for individual one-on-one interactions. By creating these spaces, you get to have a more personalized and structured communication.

4. Newsletters

Another great way to engage with stakeholders is to create a company newsletter. This gives you the opportunity to gather pieces of content that are relevant to your company and industry. 

A newsletter can prove to be an engaging way of sending out company updates, project news, or any other information that’s relevant to your stakeholders. Depending on your preference, you can send out newsletters every week, bi-monthly, or once a month. 

5. Social media

Communicating with stakeholders doesn’t have to be limited to work tools. You can also engage with them through social media. With over four billion social media users in the world, this is a channel you shouldn’t ignore.

Leveraging platforms like TikTok, Facebook, Instagram, and Twitter can help you put out much more engaging content. This can result in a new way of getting closer to your stakeholders. Social media platforms also have in-app messaging, which helps stakeholders easily connect with you, so it pays to be responsive.

Just remember that while social media can be a source of fun content and interactions, it shouldn’t be your priority channel for stakeholder communication.

6. Webinars

If you want to engage stakeholders while also providing added value, you may want to do webinars. This is effective if you want to get closer to certain stakeholder groups. Webinars are a great way to share knowledge, hear from relevant thought leaders, and learn from your stakeholders.

Organizing dedicated webinars will also help you better understand and interact with your stakeholders, which can prove to be advantageous while working on projects together.

These are just some of the channels that you can tap into when it comes to stakeholder communication. Aside from exploring these channels, you can also look for tools that can make communication with stakeholders more seamless and engaging, such as Rock. 

How Rock helps you manage your stakeholder communication

As a holistic communication and project management tool, Rock provides everything you need to engage with stakeholders on one platform. To give you an idea, here are some ways Rock can help stakeholder communication, and project management in general, simple and easy.

1. Create community spaces

With Rock’s spaces, you won’t have to switch from channel to channel when it comes to creating communities. You can already do so on the platform itself. This also makes it easier for you to be more responsive to various stakeholders. 

Additionally, if you’re already using Rock for your day-to-day tasks, you won’t have to learn a new tool for creating communities. It’s already on the same platform you’re using!

2. Create 1:1 spaces with key stakeholders

If you have certain stakeholders that need more in-depth collaboration, you can create a one on one space with them on Rock. This is great if you have to communicate with these stakeholders often, and if they’re heavily involved in your project.

Just like the spaces for communities, you won’t have to use another tool or platform for these one on one spaces – you can manage it on Rock.

3. Manage newsletter, social media and webinar projects 

Rock isn’t just solely for communicating with stakeholders. It’s also a great way to manage all your tasks. With the Chat, Tasks, Topics, Notes, and Files mini-apps, you get a full-fledged communication and management tool. Whether you’re looking to create a newsletter or host a webinar, you can coordinate and manage all the work on one  platform. 

This way, Rock becomes both the channel for engaging with stakeholders and the channel for your team to collaborate on project’s deliverables and next steps.

Ultimately, Rock helps ensure that nothing falls through the cracks as you go about your project. Through this one platform, you’ll get to stay engaged with your stakeholders, communicate with them consistently, and make collaborating on a project easier and more seamless for everyone involved.