Workshop Planner
The workshop planner contains two sections to help you create dynamic and effective workshops.
Workshop planner
Section A: the first section has three steps to support you and other facilitators to think about the workshop's details, activities, and facilitation strategies.
Section B: the second section has a template for you to organise the ideas generated in section A and visualise the workshop's final plan.
This planner can be used for small or large workshops. You can use it to quickly build a shared vision with your team and create an engaging experience for participants!
Acknowledgements: Thanks to Professor Deb Polson, who has generously provided feedback during the creation of this template.
This template was created by Carla Amaral.
Get started with this template right now.
Journey Map To Plot the Customer Experience
Works best for:
Customer Journey Map
A journey is a tool to map out the customer experience of (a part of) your product/service in a visual way.
Ansoff Matrix Template
Works best for:
Leadership, Operations, Strategic Planning
Keep growing. Keep scaling. Keep finding those new opportunities in new markets—and creative new ways to reach customers there. Sound like your approach? Then this template might be a great fit. An Ansoff Matrix (aka, a product or market expansion grid) is broken into four potential growth strategies: Market Penetration, Market Development, Product Development, and Diversification. When you go through each section with your team, you’ll get a clear view of your options going forward and the potential risks and rewards of each.
Event Planning Template
Works best for:
Planning, Workshops
Whether you’re planning a product launch, fully remote conference, or milestone event, the Event Planning Template will act as a visual checklist and map for all the details you need to consider before the big day. The Event Planning Template is an adaptable way to make sure the creative and strategic vision of your event doesn’t get lost in the details. By mapping out different sections - from the marketing plan, to the agenda, to snacks and swag for guests — you and your team can focus on the details most important to your functions, and collaborate as needed when overlaps occur.
Agile Product Roadmap
Works best for:
Roadmap, Planning, Mapping
The Agile Product Roadmap template enables teams to visualize and communicate the strategic direction of their product development in an agile environment. It allows for flexibility and adaptation to changing requirements while providing a clear overview of priorities and timelines. By incorporating feedback loops and iterative planning, teams can ensure alignment with stakeholder expectations and deliver value incrementally.
Fishbone Diagram for Marketing
Works best for:
Fishbone diagram
Identifying the root causes of marketing challenges is essential for effective strategy development. The Fishbone Diagram for Marketing template helps you systematically explore factors affecting your marketing efforts. Categorize potential causes into areas such as market research, product positioning, promotional strategies, and distribution channels. This structured analysis enables your team to pinpoint and address issues, optimizing marketing campaigns.
Product Ownership Evolution Model (POEM)
Works best for:
Product Management, Planning
The Product Ownership Evolution Model (POEM) template guides product teams through the evolution of product ownership roles and responsibilities. By illustrating the transition from individual ownership to shared ownership, this template fosters collaboration and accountability. With sections for defining roles, establishing workflows, and setting expectations, it facilitates smooth transitions and enhances team effectiveness. This template serves as a roadmap for optimizing product ownership practices and driving continuous improvement.