SaaS Implementation Timeline
This template was created for Implementation/Professional Service Consultants to help them through their implementation process (from discovery to implementation + training).
In this template:
Discovery Checklist/Subtask Items:
Validate Scope of Work & Deliverables, potential roadblocks from client/implementation team, understand key stakeholders, etc.
Data Migration:
What is the process/mechanism for migrating data, what is the rollback plan if it is not successful, etc.
This template was created by ClickUp.
Get started with this template right now.
5Gs Retrospective
Works best for:
Agile Methodology, Retrospectives, Meetings
The 5Gs Retrospective template offers a structured approach for teams to reflect on their projects or iterations, focusing on five key aspects: Goals, Gains, Gratitude, Gaps, and Growth. It provides elements for identifying achievements, expressing gratitude, and addressing areas for improvement. This template enables teams to conduct retrospectives systematically, fostering a culture of learning, appreciation, and continuous improvement. By emphasizing the five dimensions of reflection, the 5Gs Retrospective empowers teams to optimize their performance, enhance collaboration, and achieve their goals effectively.
Project - Timeline & Key Infos
Works best for:
Agile, Project Management
The Project - Timeline & Key Infos template provides a visual framework for planning and tracking project timelines, milestones, and key information. It enables teams to align on project objectives, allocate resources, and monitor progress effectively. With customizable timelines and informative dashboards, this template empowers project managers and stakeholders to stay organized and informed throughout the project lifecycle, ensuring successful delivery within scope, time, and budget constraints.
Customer Touchpoint Map Template
Works best for:
Desk Research, Product Management, Mapping
To attract and keep loyal customers, you have to truly start to understand them—their pain point, wants, and needs. A customer touchpoint map helps you gain that understanding by visualizing the path your customers follow, from signing up for a service, to using your site, to buying your product. And because no two customers are exactly alike, a CJM lets you plot out multiple pathways through your product. Soon you’ll be able to anticipate those pathways and satisfy your customers at every step.
Feature Planning Template
Works best for:
Desk Research, Agile Methodology, Product Management
Features are what make a product or service fun, but adding new ones is no walk in the park. It takes many steps—ideating, designing, refining, building, testing, launching, and promoting—and just as many stakeholders. Feature Planning lets you put a smooth, sturdy process in place, so you can add a feature successfully, and spend less time and resources doing it. That makes our Feature Planning Template a smart starting point for anyone looking to add new product features, especially members of product, engineering, marketing, and sales teams.
Backlog Refinement with Jira Template
Works best for:
Agile, Backlog Refinement
The Backlog Refinement with Jira template in Miro improves collaboration among team members. It provides a visual and interactive space for teams to review, prioritize, and clarify upcoming work items together in real time. This collaborative approach ensures alignment on priorities and details, leading to a more organized and efficient workflow. The seamless integration with Jira automatically syncs all changes, reducing the need for manual updates and keeping both platforms up-to-date.
What? So What? Now What? Template
Works best for:
Agile Workflows, Retrospectives, Brainstorming
The What? So What? Now What? Framework empowers you to uncover gaps in your understanding and learn from others’ perspectives. You can use the What? So What? Now What? Template to guide yourself or a group through a reflection exercise. Begin by thinking of a specific event or situation. During each phase, ask guiding questions to help participants reflect on their thoughts and experience. Working with your team, you can then utilize the template to record your ideas and to guide the experience.