Project management templates

PI Planning Template

PI planning stands for “program increment planning.” Part of a Scaled Agile Framework (SAFe), PI Planning helps teams strategize toward a shared vision. In a typical PI planning session, teams get together to review a program backlog, align cross-functionally, and decide on the next steps. Many teams carry out a PI planning event every 8 to 12 weeks, but you can customize your planning schedule to fit your needs. Use PI planning to break down features, identify risks, find dependencies, and decide which stories you’re going to develop.

Meeting Agenda Template

A detailed, clear agenda — that’s what separates meetings that go completely off the rails from those where goals are met and things get done. So grab this template and set a meeting agenda that lays out expectations for before, during, and after the meeting. It’ll enable participants to get prepared beforehand and empower you to stay on-task and identify when the discussion is complete. (Tip: Plan ahead to send out your meeting agenda at least 24 hours before the meeting.)

Dependency Tracker Template

Tangled project dependencies turning your roadmap into a maze? Our dependency tracker template transforms complex task relationships into clear, visual pathways. Built with Miro Tables, this interactive template helps product teams identify blockers, manage risk levels, and keep deliverables on track. Connect with Jira for real-time updates and never lose sight of what's blocking your next release.

Project Timeline Template

A project timeline template is a visual framework that maps out your product development phases, milestones, and deadlines in one clear, collaborative space. Instead of juggling scattered spreadsheets and conflicting calendars, your entire team can see what's happening when, who's responsible for what, and how each phase connects to your launch goals. Use this template to transform chaotic project coordination into streamlined, deadline-driven execution.

UX Research Plan Template

A research plan communicates the fundamental information that stakeholders need to understand about a user experience research project: who, what, why, and when. The plan ensures everyone is aligned and knows what they must do to make the UX research project a success. Use the research plan to communicate background information about your project; objectives; research methods; the scope of the project, and profiles of the participants. By using a UX research plan, you can achieve stakeholder buy-in, stay on track, and set yourself up for success.