Use Loom to create clear, engaging project walkthroughs
Key takeaways
- Project walkthroughs help stakeholders understand project objectives, timelines, workflows, and key decisions more quickly.
- Narration combined with visuals makes it easier to explain important project details in context.
- Project walkthrough videos can reduce the need for live meetings, giving teams more time to focus on the work itself.
- Loom makes it easy to record your screen, add a voiceover, edit your walkthrough, and share it with key stakeholders.
When a project involves multiple stakeholders, clear communication can make the difference between steady progress and constant follow-up. With each additional voice comes a new potential roadblock. Project walkthroughs help teams explain what the project aims to achieve, how the work will proceed, and what stakeholders need to know.
With tools like Loom, teams can create project walkthroughs that combine screen recording, narration, and async feedback in one shareable video. Let’s explore the essential components of a project walkthrough and how Loom can improve your process.
How to create a project walkthrough with Loom in 6 steps
Creating a project walkthrough is easier when you have the right recording, editing, and sharing tools in place. With features like screen recording, narration, and built-in editing, Loom helps teams create walkthroughs that are easier to follow and share.
Step 1. Define what the walkthrough covers
Before you begin recording your project walkthrough, define which parts of the project you want to explain. A strong project walkthrough may include:
- Project objective: Explain the primary goal of the project and how it connects to broader business objectives.
- Current status: Share where the project stands now, including completed work, active tasks, and remaining gaps.
- Key milestones or timeline: Outline the major milestones, deadlines, or phases stakeholders need to understand. Breaking larger projects down into smaller milestones makes the work easier to track and manage.
- Important decisions: Highlight decisions that need stakeholder input, such as budget approvals, scope changes, or tool purchases.
- Risks, blockers, or dependencies: Identify potential risks, blockers, or dependencies that could affect the project. Calling these out early helps teams plan around roadblocks before they slow progress.
- Next steps and owners: Clarify what happens next and who owns each action item. This gives stakeholders a clear path forward after the walkthrough.
Narrowing the focus of your project walkthrough makes it clearer and easier for stakeholders to follow.
Step 2. Get the project materials ready to record
Preparation is the key to recording a clear, concise project walkthrough. Before you start recording, spend some time gathering the materials you plan to walk through. These materials might include:
- Jira boards that visualize workflows and break larger projects into more manageable tasks
- Confluence pages that include key project details, such as the project objective, key milestones, and project owners
- A project roadmap to help visualize the project from start to finish
- A slide deck that includes screenshots and key details about the project
- A planning document that lays out the project clearly, including the objectives, potential risks, and next steps
Preparing these materials in advance helps the walkthrough feel more organized and easier for stakeholders to follow. Your walkthrough should be as concise as possible. That way, you won’t lose time searching for a Jira board, roadmap, or document in the middle of the recording.
Step 3. Record the project walkthrough in Loom
Once you’ve defined the walkthrough and gathered your materials, you’re ready to record.
Open the Loom app and click Record. This will open a small window where you can choose whether to record just your screen or your entire desktop. You can also choose which microphone you want to use.
When you’re ready to start recording, press Start Recording. Loom will automatically capture everything you do on screen, so you can simply walk through the project materials and press Stop Recording when you’re finished.
Screen recorder tools like Loom give stakeholders a visual way to follow the project without joining a live meeting. This allows stakeholders to watch the project walkthrough on their own time.
Step 4. Add narration that explains the project clearly
Loom can record your voice and your screen at the same time, but it can be difficult to narrate clearly while clicking through every step. The best way to make sure you’re clearly explaining your project is recording a voiceover after you’re done capturing the video.
The goal is to use narration to guide viewers through what they’re seeing on the screen and why it matters. You can use your voice to clarify priorities, explain how different parts of the project connect, and add context that may be difficult to communicate through writing alone.
Once the video is recorded, you can go back and record the narration as many times as you’d like. Try to keep narration clear and concise.
Step 5. Edit the recording so it’s easier to follow
Project walkthroughs should be concise and easy to follow, but the first recording may include pauses, extra context, or moments that need cleanup. Fortunately, Loom has a built-in editor with three key features:
- Trim: This feature allows you to remove sections of your video using the audio waveform.
- Edit by transcript: Identify and remove sections of Loom videos using the written transcript.
- Stitch: Combine multiple videos to create a single, longer video.
Use the Trim feature to cut out any parts of the recording that aren’t necessary. For example, you can cut out any parts where you paused for several seconds or couldn’t find what you were looking for. You can also cut out any distracting or repetitive parts that may take away from the viewing experience.
A more focused recording is easier for stakeholders to watch and revisit, giving them a better understanding of the project.
Step 6. Share the Loom and gather feedback asynchronously
The final step is sharing the finished Loom video in the tools your team already uses so stakeholders can review it in context. For example, you can share the Loom in Slack, Teams, a project brief, or a related task thread.
Stakeholders can give feedback asynchronously by leaving questions and comments on your Loom. This helps keep the conversation moving without another live meeting, making it easier for everyone involved.
Stakeholder feedback can help you clarify next steps, uncover risks, and improve the project plan before work moves too far ahead. Their comments can also help the team resolve open questions and prepare for roadblocks.