Strategy & planning templates

The 4-Step Retrospective

The 4-Step Retrospective template offers a simple yet effective framework for conducting retrospectives. It provides steps for reflecting on what went well, what didn't go well, what could be improved, and action planning. This template enables teams to systematically review past iterations, identify areas for growth, and implement actionable improvements. By promoting a structured approach to reflection and improvement, the 4-Step Retrospective empowers teams to drive continuous learning and enhancement effectively.

Content Strategy

Bring consistency across communication channels and develop killer content strategies with this Content Strategy Template. Designed to plan and deliver high-impact content, use this tool to collaborate faster and better.

Agile Marketing KANBAN

The Agile Marketing KANBAN template adapts Kanban principles to the marketing domain, enabling teams to manage campaigns, tasks, and workflows efficiently. It provides visual boards for planning, prioritizing, and tracking marketing activities, ensuring alignment with strategic goals and timely delivery of campaigns. With customizable columns and swimlanes, this template empowers marketing teams to visualize work, limit work in progress, and optimize their processes, driving agility and effectiveness in marketing operations.

Good, Bad, Ideas, Action, Kudos Retrospective

The Good, Bad, Ideas, Action, Kudos Retrospective template offers a structured approach to retrospectives by categorizing feedback into five key areas: good, bad, ideas, action items, and kudos (appreciations). It provides elements for team members to share their thoughts, suggestions, and acknowledgments. This template enables teams to reflect on past performance, generate actionable insights, and celebrate achievements. By promoting inclusivity and constructive feedback, the Good, Bad, Ideas, Action, Kudos Retrospective empowers teams to foster collaboration, drive continuous improvement, and strengthen team dynamics effectively.

SIPOC Process Map

The SIPOC Process Map is a visual tool for documenting the high-level process flow of a system or project. It helps teams identify Suppliers, Inputs, Processes, Outputs, and Customers, facilitating a holistic understanding of the value stream. This template enables teams to visualize key process elements and interdependencies, empowering them to identify areas for improvement and optimize workflow efficiency. By promoting transparency and collaboration, the SIPOC Process Map empowers organizations to deliver value more effectively and satisfy customer needs.

Journey Map To Plot the Customer Experience

A journey is a tool to map out the customer experience of (a part of) your product/service in a visual way.

OKR Board for Product, UX and Engineering Teams

The OKR Board for Product, UX, and Engineering Teams template aligns cross-functional teams around common objectives using Objectives and Key Results (OKRs). By setting ambitious goals, defining measurable outcomes, and tracking progress collaboratively, this template fosters alignment and focus. With sections for defining team OKRs, prioritizing initiatives, and monitoring performance, it enables teams to work cohesively towards shared goals. This template serves as a catalyst for driving product innovation and delivering exceptional user experiences.