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.
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Rose, Bud, Thorn Template
Works best for:
Retros, Agile
The Rose, Bud, Thorn template is a structured method for team reflection and feedback, designed to help teams identify positive aspects, potential opportunities, and challenges within a project or situation. One key benefit of using this template is its ability to promote balanced feedback and productive discussions, which can lead to improved team processes and outcomes.
I Like | I Wish | I Wonder
Works best for:
Agile
Feedback is a key part of any project development and crucial to the iterative process.
Mad Sad Glad Retrospective
Works best for:
Brainstorming, Ideation
It's tempting to measure a sprint’s success solely by whether goals and timelines were met. But there’s another important success metric: emotions. And Mad Sad Glad is a popular, effective technique for teams to explore and share their emotions after a sprint. That allows you to highlight the positive, underline the concerns, and decide how to move forward as a team. This template makes it easy to conduct a Mad Sad Glad that helps you build trust, improve team morale, and increase engagement.
Quick Retrospective Template
Works best for:
Education, Retrospectives, Meetings
A retrospective template empowers you to run insightful meetings, take stock of your work, and iterate effectively. The term “retrospective” has gained popularity over the more common “debriefing” and “post-mortem,” since it’s more value-neutral than the other terms. Some teams refer to these meetings as “sprint retrospectives” or “iteration retrospectives,” “agile retrospectives” or “iteration retrospectives.” Whether you are a scrum team, using the agile methodology, or doing a specific type of retrospective (e.g. a mad, sad, glad retrospective), the goals are generally the same: discovering what went well, identifying the root cause of problems you had, and finding ways to do better in the next iteration.
SAFe PI Planning
Works best for:
Agile
SAFe PI Planning is a collaborative event for Agile Release Trains to plan and align on program increments. It provides a structured framework for setting objectives, identifying dependencies, and sequencing work. This template facilitates PI Planning sessions, enabling teams to visualize their commitments and coordinate cross-team dependencies effectively. By promoting transparency and alignment, SAFe PI Planning empowers Agile organizations to deliver value at scale with predictability and quality.
Festival Retrospective
Works best for:
Retrospectives, Meetings, Agile Methodology
The Festival Retrospective template offers a unique and engaging approach to retrospectives by framing the session as a festive event. It provides elements for reflecting on past experiences, celebrating achievements, and setting goals for the future. This template enables teams to foster a positive and celebratory atmosphere, encouraging open communication and collaboration. By promoting a festive spirit, the Festival Retrospective empowers teams to strengthen bonds, boost morale, and drive continuous improvement effectively.