Project Canvas

The Project Canvas template is a free, collaborative framework designed to bring clarity and alignment to every stage of your project. From kickoff to delivery, it helps teams unify planning, research, and design outputs in one shared space—creating a single source of truth that keeps everyone on the same page.

Use this template to:

• Define goals, audiences, and success metrics

• Capture research insights and key decisions

• Map deliverables and timelines

• Keep strategy, design, and execution aligned throughout the project

—

How to use this template:

Preparation & Customization


Before a kickoff session, gather any existing documentation—like briefs, research summaries, or design references—to upload into the canvas. Customize sections and guiding questions to reflect your team’s process, goals, and terminology.

Project Process


Work through the canvas from left to right. Begin by aligning on project goals and success measures, then move into research synthesis and planning activities. As you progress, capture insights, priorities, and next steps directly in the canvas to ensure a shared understanding across disciplines.

Final Steps


Once the canvas is complete, the finished board serves as an evolving reference for the project—helping teams stay aligned as work moves from strategy into design and delivery. As you wrap up, use what you’ve built to inform future initiatives—helping you plan the next project with even greater clarity and confidence.