Agile templates
Minimize the time needed to synthesize and distribute findings after a meeting, and move straight into executing strategies with Miro's Agile templates collection. From kanban framework to agile roadmaps, find everything you need to bring teams up to speed.
PI Planning Template
Works best for:
Agile Methodology, Strategic Planning, Software Development
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.
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.
SIPOC by Dagmar Vlahos
Works best for:
Agile Methodology
The SIPOC template by Dagmar Vlahos provides a structured framework 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. By visualizing key process elements and interdependencies, this template enables teams to identify areas for improvement and optimize workflow efficiency, empowering organizations to deliver value more effectively and satisfy customer needs.
Features Prioritization Tool
Works best for:
Agile
The Features Prioritization Tool offers a systematic approach to prioritizing product features based on criteria such as value, effort, and strategic alignment. It provides a structured framework for capturing, evaluating, and ranking feature ideas, enabling teams to make informed decisions about what to build next. With customizable scoring mechanisms and visual dashboards, this template empowers product teams to optimize their product roadmap and deliver maximum value to customers, driving competitiveness and market success.
Scrum Puzzle
Works best for:
Agile
The Scrum Puzzle is a collaborative activity that reinforces Scrum roles, artifacts, and ceremonies. By assembling a puzzle representing the Scrum framework, teams gain a deeper understanding of its components and how they interrelate. This template offers a fun and interactive way to reinforce Scrum knowledge and promote team alignment, empowering practitioners to apply Scrum principles effectively and deliver value with agility.
Team Norms + Personal Profiles
Works best for:
Agile
The Team Norms + Personal Profiles template fosters team alignment and cohesion by defining shared norms and understanding individual preferences. It provides a structured framework for collaboratively establishing team norms, values, and communication protocols. Additionally, it allows team members to create personal profiles to share their strengths, preferences, and working styles. By promoting transparency and mutual respect, this template empowers teams to build trust, leverage diversity, and enhance collaboration, driving collective success and performance improvement.
Agile Marketing Kanban
Works best for:
Agile, 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.
Lean Coffee: Meetings without Agendas
Works best for:
Agile
Lean Coffee: Meetings without Agendas is a collaborative meeting format that fosters open dialogue and emergent topics. Participants suggest discussion topics, vote on them, and engage in time-boxed conversations. This template provides a structured framework for facilitating Lean Coffee sessions, enabling teams to prioritize topics, share insights, and make decisions collectively. By promoting inclusivity and adaptability, Lean Coffee empowers teams to address issues efficiently and drive continuous improvement.
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.
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.
Team´s High Performance Tree
Works best for:
Agile, Meetings, Workshops
The Team's High Performance Tree is a visual representation of the factors influencing team performance. It provides a structured framework for identifying strengths, weaknesses, and areas for improvement. By visualizing factors such as communication, collaboration, and leadership, this template enables teams to assess their performance and develop strategies for enhancement, empowering them to achieve peak performance and deliver exceptional results.
Penny Game
Works best for:
Agile
The Penny Game is a simulation exercise that illustrates the impact of batch size and work in progress on cycle time and throughput. By tracking the flow of pennies through a production system, teams learn how to identify bottlenecks, optimize processes, and improve efficiency. This template offers a practical way to explore Lean principles and drive continuous improvement, empowering teams to streamline their workflow and deliver value more predictably.
Lean Coffee by Michael de la Maza
Works best for:
Agile Methodology
Lean Coffee is a collaborative meeting format that encourages open dialogue and self-organization. Participants suggest discussion topics, vote on them, and engage in time-boxed conversations. This template provides a structured framework for facilitating Lean Coffee sessions, enabling teams to address issues, share knowledge, and make decisions collectively. By fostering inclusivity and autonomy, Lean Coffee empowers teams to drive meaningful discussions, build consensus, and drive continuous improvement.
Scrum Compass
Works best for:
Agile, Meetings, Workshops
The Scrum Compass is a visual tool for guiding Scrum teams through their journey. It provides a structured framework for understanding Scrum roles, events, artifacts, and values. This template offers a comprehensive overview of Scrum principles and practices, enabling teams to align on common goals, roles, and processes. By promoting clarity and alignment, the Scrum Compass empowers teams to navigate the complexities of Agile development and deliver value with confidence and efficiency.
SIPOC Process Map
Works best for:
Agile Metodology
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.
Scrum Puzzle Iteration Game
Works best for:
Agile, Games, Icebreaker
The Scrum Puzzle Iteration Game is a hands-on activity that reinforces Scrum principles and practices. By simulating iterative development cycles through puzzle-solving, teams learn the importance of collaboration, adaptability, and continuous improvement. This template provides a fun and engaging way to internalize Scrum concepts and enhance teamwork, empowering Agile practitioners to deliver value more effectively.
Kanban Pizza Game
Works best for:
Agile, Kanban
The Kanban Pizza Game is an interactive way for teams to learn and apply Kanban principles. By simulating a pizza delivery process, teams experience how to visualize work, limit work in progress, and optimize flow. Through rounds of iteration and reflection, participants gain insights into continuous improvement and lean thinking, fostering collaboration and driving efficiency. Get ready to slice through inefficiencies and deliver value faster with the Kanban Pizza Game!
Blameless postmortem canvas
Works best for:
Agile
The Blameless Postmortem Canvas is a structured framework for conducting blameless postmortems following incidents or failures. It provides sections for documenting the timeline, impact, root causes, and actionable insights. This template promotes a blame-free culture of learning and improvement, enabling teams to analyze incidents objectively, identify systemic issues, and implement preventive measures. By fostering transparency and accountability, the Blameless Postmortem Canvas empowers organizations to learn from failures and enhance resilience, driving continuous improvement and reliability.
8 Different Ways to Organize Your Backlog
Works best for:
Agile
Explore 8 different techniques for managing and prioritizing work effectively with this template. From prioritization matrices to story mapping, it offers a comprehensive overview of backlog management strategies. By understanding the strengths and limitations of each approach, teams can tailor their backlog organization to optimize workflow, empowering teams to stay organized and focused on delivering value.
Lean Inception
Works best for:
Agile, Meetings
Lean Inception is a collaborative workshop for aligning teams on project goals and scope. It provides a structured framework for defining the product vision, user personas, and feature prioritization. This template enables cross-functional teams to collaborate, validate assumptions, and establish a shared understanding of the project vision and objectives. By promoting early alignment and customer-centric thinking, Lean Inception empowers teams to kickstart projects with clarity and purpose, driving efficiency and innovation from the outset.
The Team Canvas (Basic)
Works best for:
Agile
The Team Canvas (Basic) offers a simplified framework for aligning on goals, roles, and processes within Agile teams. It provides structure for defining purpose, clarifying responsibilities, and visualizing the working environment. By fostering open communication and shared understanding, this template facilitates collaboration and increases team cohesion, empowering you to create a shared vision and drive collective success.
OKR Drafting Board
Works best for:
Agile
The OKR Drafting Board (New) is a visual tool for defining and tracking Objectives and Key Results (OKRs). It provides a structured framework for setting ambitious goals, defining measurable outcomes, and aligning teams around shared objectives. This template enables organizations to articulate their strategic priorities, track progress transparently, and foster accountability and alignment across teams. By promoting focus, alignment, and agility, the OKR Drafting Board empowers organizations to achieve breakthrough results and drive continuous improvement.
Iceberg Reflection
Works best for:
Agile
The Iceberg Reflection template is a visual tool for facilitating reflective exercises within Agile teams. It prompts participants to explore both visible and underlying aspects of challenges or successes, akin to an iceberg where only a portion is visible above the waterline. This template encourages deeper reflection and insights, fostering a culture of continuous improvement and learning. By addressing root causes and hidden factors, teams can better understand and overcome obstacles, driving growth and resilience.
Product Discovery Ideation Session
Works best for:
Agile
The Product Discovery Ideation Session template fosters creativity and innovation in product development. By providing a structured framework for brainstorming ideas, exploring user needs, and generating solutions, this template fuels ideation sessions. With sections for user persona development, problem validation, and idea prioritization, it guides teams through the product discovery process, ensuring that solutions are aligned with user needs and market opportunities. This template serves as a catalyst for generating and refining innovative product ideas.
Lean Change Self-Starter Kit
Works best for:
Agile
The Lean Change Self-Starter Kit is a comprehensive resource for initiating organizational change using Lean principles. It provides tools and templates for assessing readiness, defining change objectives, and planning interventions. This template empowers change agents to navigate complexity, engage stakeholders, and drive meaningful transformation. By promoting adaptability and experimentation, the Lean Change Self-Starter Kit enables organizations to embrace change as a competitive advantage and achieve sustainable growth.
Design Sprint Retrogram
Works best for:
Agile, Retrospective
The Design Sprint Retrogram template facilitates retrospective sessions for Design Sprint teams to reflect on their experiences and identify improvement opportunities. It provides a structured framework for reviewing sprint outcomes, discussing what worked well, what didn't, and generating actionable insights. This template fosters a culture of continuous learning and refinement, empowering teams to enhance their sprint process and deliver better outcomes in subsequent sprints.
Skill Cards
Works best for:
Agile
Skill Cards are a dynamic tool for assessing and developing skill sets within Agile teams. They provide a structured framework for reflecting on strengths, weaknesses, and learning goals, fostering a culture of continuous improvement. With Skill Cards, teams can identify skill gaps, distribute knowledge, and tailor professional development plans, empowering you to cultivate a high-performing team with diverse skill sets and shared expertise.
Lean Project Charter
Works best for:
Agile
The Lean Project Charter template provides a streamlined approach to defining project objectives, scope, and success criteria. It emphasizes clarity, brevity, and alignment with Lean principles, enabling teams to kickstart projects with focus and purpose. This template empowers teams to set clear goals, establish shared understanding, and align stakeholders, driving efficiency and effectiveness in project delivery. By promoting transparency and accountability, the Lean Project Charter sets the foundation for successful project execution and continuous improvement.
All-in-one PI Planning
Works best for:
Agile
The All-in-one PI Planning template streamlines the SAFe Program Increment (PI) Planning process by providing a comprehensive framework for teams to collaboratively plan and align on objectives and dependencies. It integrates essential elements such as PI Objectives, Team Breakouts, and Program Board, enabling teams to visualize, prioritize, and coordinate work effectively. This template empowers Agile Release Trains to deliver value predictably and efficiently, driving alignment and synchronization across the organization.
Lean Inception Workshop
Works best for:
Agile, Lean Methodology
The Lean Inception Workshop streamlines project kickoff by aligning teams on goals, scope, and priorities. It leverages Lean principles to eliminate waste and maximize value, guiding exercises to define user personas, map user journeys, and prioritize features. By fostering cross-functional collaboration and customer-centric thinking, this template accelerates project initiation and ensures alignment between stakeholders, empowering teams to deliver customer value faster.
SaaS Implementation Timeline
Works best for:
Agile
The SaaS Implementation Timeline template offers a visual roadmap for planning and tracking the implementation of Software as a Service (SaaS) solutions. It provides a structured framework for defining milestones, allocating resources, and monitoring progress. This template enables organizations to manage SaaS deployments effectively, ensuring successful adoption and realization of business value. By promoting transparency and accountability, the SaaS Implementation Timeline empowers teams to deliver projects on time and within budget, driving organizational agility and competitiveness.
Lean Procurement Canvas
Works best for:
Agile
The Lean Procurement Canvas is a visual tool for optimizing procurement processes by applying Lean principles. It provides a structured framework for defining customer needs, identifying waste, and streamlining procurement activities. This template enables procurement teams to visualize their processes, identify improvement opportunities, and enhance efficiency and effectiveness. By promoting transparency and collaboration, the Lean Procurement Canvas empowers organizations to deliver value through optimized procurement practices.
The Team Canvas
Works best for:
Agile
The Team Canvas is a versatile tool for aligning on goals, roles, and processes. It provides a structured framework for defining purpose, clarifying responsibilities, and visualizing the working environment. By fostering open communication and shared understanding, this template facilitates collaboration and increases team cohesion, empowering you to create a shared vision and drive collective success.
Miro Basics: Guide for New Participants
Works best for:
Agile
The Miro Basics: Guide for New Participants template offers a comprehensive overview of essential Miro functionalities and best practices for new users. It provides step-by-step instructions, tips, and examples to help participants navigate the Miro platform confidently and effectively. This template empowers new users to leverage Miro's collaborative features and unleash their creativity in visual collaboration. By promoting proficiency and engagement, the Miro Basics: Guide for New Participants enhances collaboration and productivity across teams.
Event Storming
Works best for:
Agile
Event Storming is a collaborative workshop technique for exploring complex business problems and modeling solutions. It fosters communication, uncovers dependencies, and aligns stakeholders by visualizing the flow of events in a system. This template empowers teams to map out processes, identify bottlenecks, and iterate towards more efficient solutions, driving continuous improvement and innovation.
STATIK Canvas
Works best for:
Agile, Kanban
STATIK Canvas template provides a structured framework for implementing Kanban methodology within teams. By focusing on understanding, shaping, and sharing knowledge, this template facilitates continuous improvement and alignment with organizational goals. Teams can visualize their workflow, identify improvement opportunities, and implement changes iteratively to achieve higher efficiency and effectiveness in their processes.
Design Sprint Template
Works best for:
Desk Research, Sprint Planning, UX Design
Solve big challenges, create new products or improve existing ones with this Design Sprint Template. Build better products with innovative and faster processes.
Sprint Planning Template
Works best for:
Agile, Sprint Planning
The Sprint Planning Template is a useful tool for agile teams to organize and conduct sprint planning sessions. It enhances team collaboration and communication by providing a clear visual layout of sprint goals, tasks, and timelines. The interactive design ensures team alignment toward sprint objectives, leading to effective teamwork. The template is a central hub for planning, discussion, and decision-making, creating a collaborative and productive environment.
Sprint Review Template
Works best for:
Sprint Review, Agile
The Sprint Review Template is a vital tool in Agile project management that enhances communication between team members and stakeholders by providing a clear format for presenting the sprint's accomplishments and challenges. It encourages active participation and feedback from all attendees, leading to more informed decision-making and continuous improvement. In essence, it's a catalyst for meaningful dialogue and collaborative growth.
SAFe Roam Board
Works best for:
Agile Methodology, Operations, Agile Workflows
A SAFe ROAM Board is a framework for making risks visible. It gives you and your team a shared space to notice and highlight risks, so they don’t get ignored. The ROAM Board helps everyone consider the likelihood and impact of risks, and decide which risks are low priority versus high priority. The underlying principles of SAFe (Scaled Agile Framework) are: drive cost-effective solutions, apply systems thinking, assume that things will change, build incrementally, base milestones on evaluating working systems, and visualize and limit works in progress.
FMEA Analysis Template
Works best for:
Agile Methodology, Strategic Planning, Software Development
When you’re building a business or running a team, risk comes with the territory. You can’t eliminate it. But you CAN identify it and mitigate it, to up your odds of success. Failure Modes and Effects Analysis (FMEA) is a powerful tool designed to help you manage risk and potential problems by spotting them within a process, product, or system. And you’ll spot them earlier in your process—to let you sidestep costly changes that arise late in the game or, worse, after they’ve impacted your customers and their experience.
Hiring Process Template
Works best for:
Operations, Org Charts, Kanban Boards
Having a hiring process in place simplifies that process each step of the way, from recruiting for the position to making finalizing offers. This simple, effective template will give you a straightforward, high-level view of where employees are as they move from applicant to new hire.
Impact Mapping Template
Works best for:
Agile Methodology, Mapping, Agile Workflows
When you’re building products and shipping goods (oh, and everything in between) there’s nothing more important than staying organized and on-task. Impact mapping is a great way to do it. This trusty product planning technique creates a graphical representation of all your goals and the steps it’ll take to reach each one — so you can clearly communicate with your teammates, align on business objectives, and build better roadmaps. Our template will help you do impact mapping for any type of project planning.
Agile Transition Plan Template
Works best for:
Agile Methodology, Agile Workflows
An Agile transformation roadmap can help you, your team, and your organization transition from rigid compliance-heavy methods to the more flexible Agile way of doing things incrementally. From requirements to integrations to security, you can map out your organization's moving parts as “swim lanes” that you can then update regularly. Use your roadmap as a way to tell the story of how you see your product growing over a period of time. Get buy-in without overselling and keep your roadmap simple, viable and measurable. By using an Agile transformation roadmap, you can avoid getting bogged down in details and instead invest in big-picture strategic thinking.
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.
Mitch Lacey's Estimation Game Template
Works best for:
Leadership, Agile Methodology, Prioritization
A wordy name but a simple tool, Mitch Lacey’s Estimation Game is an effective way to rank your work tasks by size and priority — so you can decide what to tackle first. In the game, notecards represent your work items and feature ROI, business value, or other important metrics. You’ll place each in a quadrant (ranking them by size and priority) to help you order them in your upcoming schedule. The game also empowers developers and product management teams to work together and collaborate effectively.
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.
DMAIC Analysis Template
Works best for:
Agile Methodology, Design Thinking, Operations
Processes might not seem like the funnest thing to dive into and examine, but wow can it pay off—a more efficient process can lead to serious cost savings and a better product. That’s what DMAIC analysis does. Developed as part of the Six Sigma initiative, DMAIC is a data-driven quality strategy for streamlining processes and resolving issues. The technique is broken into five fundamental steps that are followed in order: Define, Measure, Analyze, Improve, and Control.
Change Control Process Template
Works best for:
Agile Methodology, Documentation, Product Management
You can predict, research, and plan for every detail of a project to go a certain way—then along comes the unforeseen and modifications are needed. That’s when a change control process comes into play. It helps define the right steps to take, gives stakeholders full visibility, and reduces the chances of errors and disruption. And this template is easy to use and highly effective—for ensuring that proposed changes are reviewed before they’re implemented, and empowering teams to veto changes that might prove unnecessary or disruptive.
Work Plan Template
Works best for:
Mapping, Project Planning
A work plan is essentially a roadmap for a project. It articulates the steps you must take to achieve the desired goal, sets demonstrable objectives, and establishes measurable deliverables. An effective work plan guides you throughout the project lifecycle, allowing you to realize an outcome by collaborating with your team. Although work plans vary, they generally contain four core components: goals, strategy, tactics, and deliverables.
SAFe Program Template
Works best for:
Agile Methodology, Diagrams, Agile Workflows
Many organizations use the Agile model, but even companies that don’t rigorously adhere to all Agile standards have adopted Agile tools and methods like Program Increment (PI) Planning. Even if you’re not participating in a formal PI session, a program board can be a great way to establish communication across teams and stakeholders, align development objectives with business goals, clarify dependencies, and foster cross-functional collaboration. The board provides much-needed structure to planning sessions, yet is adaptable enough to accommodate brainstorming and alignment meetings.
Product Backlog Template
Works best for:
Agile Methodology, Kanban Boards, Product Management
Development teams are often juggling many products at once. A product backlog is a project management tool that helps teams keep track of projects in flight as they build and iterate, so you can store everyone's ideas, plan epics, and prioritize tasks. The highest-priority tasks are at the top of the product backlog, so your team knows what to work on first. Product backlogs make it easier for teams to plan and allocate resources, but it also provides a single source of truth for everyone to know what development teams are working on.
Production Workflow Template
Works best for:
Agile Workflows, Agile Methodology, Project Management
Whether you’re producing a podcast, a marketing campaign, a TV show, or a piece of content, establishing a production workflow is crucial. A production workflow creates a visual guide to the different steps in a process. It can be used to train new team members or give a high-level overview to stakeholders. Although production workflows vary by team and business, they generally contain information about who the stakeholders are, how you brainstorm ideas, what your timeline looks like, and what resources you need to succeed.
Design Sprint Kit Template
Works best for:
Agile Methodology, UX Design, Sprint Planning
With the right focused and strategic approach, five days is all it takes to address your biggest product challenges. That’s the thinking behind Design Sprint methodology. Created by Tanya Junell of Blue Label Labs, this Design Sprint Kit provides a set of lightweight templates that support the Design Sprint’s collaborative activities and voting—and maintains the energy, team spirit, and momentum that was sparked in the session. Virtual sprint supplies and prepared whiteboards make this kit especially useful for remote Design Sprint Facilitators.
SIPOC Template
Works best for:
Agile Methodology, Strategic Planning, Mapping
A SIPOC diagram maps a process at a high level by identifying the potential gaps between suppliers and input specifications and between customers and output specifications. SIPOC identifies feedback and feed-forward loops between customers, suppliers, and the processes and jump-starts the team to think in terms of cause and effect.
Low-fidelity Wireframes Template
Works best for:
Desk Research, Product Management, Wireframes
When you’re designing a site or building an app, the early stages should be BIG — seeing the big picture and communicating the big idea. Low fidelity wireframes empower you to see it and do it. These rough layouts (think of them as the digital version of a sketch on a napkin) help your teams and project stakeholders quickly determine if a design meeting meets your users’ needs. Our template lets you easily use wireframes during meetings or workshops, presentations, and critique sessions.
Kaizen Report Template
Works best for:
Agile Methodology, Operations, Documentation
What makes a great company great? They know that greatness needs to be fostered and maintained — meaning they never stop working to improve. If you’re one of those companies (or aspire to be), a kaizen report is an ideal tool. It creates a simple visual guide to continuous improvement activities on a team, departmental, and organizational level. Using a kaizen report approach, every employee in an organization audits their own processes and understands what they might have overlooked, making this a powerful tool for increasing accountability at all levels.
To-do List Template
Works best for:
Project Management, Education, Decision Making
A to-do list helps teams manage, organize, and prioritize their upcoming tasks. As a result, they can improve time management and streamline work operations. Using Miro’s to-do list template, teams create interactive, collaborative, and user-friendly task lists.
RAID Log Template
Works best for:
Agile Methodology, Project Management, Agile Workflows
Use the RAID Log template to better understand potential risks, assumptions, issues, and dependencies relating to an upcoming project. With this information, you can make effective contingency plans and prepare your resources accordingly. You’ll know what could go wrong throughout the project and how to fix the problem.
Kanban Framework Template
Works best for:
Kanban Boards, Agile Methodology, Agile Workflows
Optimized processes, improved flow, and increased value for your customers — that’s what the Kanban method can help you achieve. Based on a set of lean principles and practices (and created in the 1950s by a Toyota Automotive employee), Kanban helps your team reduce waste, address numerous other issues, and collaborate on fixing them together. You can use our simple Kanban template to both closely monitor the progress of all work and to display work to yourself and cross-functional partners, so that the behind-the-scenes nature of software is revealed.
Fibonacci Scale Template
Works best for:
Agile Methodology, Prioritization, Agile Workflows
When you manage a team, you often have to estimate how much time and effort tasks will take to complete. Try what often works for Agile teams all over the world: Turn to the Fibonacci Scale for guidance. Based on the Fibonacci sequence, where each number is the summation of the two previous numbers (0, 1, 2, 3, 5, 8, 13, 21, etc.), this template can help you build timelines like a champ—by helping make sure that work is distributed evenly and that everyone is accurate when estimating the work and time involved in a project.
Lean Canvas Template
Works best for:
Agile Methodology, Strategic Planning, Agile Workflows
Business opportunities can get dense, cumbersome, and complex, and evaluating them can be a real challenge. Let a lean canvas streamline things and break down your business idea for you and your team. A great tool or entrepreneurs and emerging businesses, this one-page business model gives you an easy, high-level view of your idea — so you can stay focused on overall strategy, identify potential threats and opportunities, and brainstorm the various factors at play in determining your potential profitability in an industry.
Lean Coffee Template
Works best for:
Agile Methodology, Product Management, Meetings
What makes a great meeting (other than donuts)? It’s appreciating everyone’s skills, resources, and time by making the very best use of them. That’s what the Lean Coffee approach is designed to do. Great for team brainstorms and retrospectives, Lean Coffee breaks the meeting into three basic stages: what to discuss, what’s being discussed, and what’s been discussed. This template makes it easy for you to collect sticky notes and to update the columns as you go from topic to topic.
Sailboat Template
Works best for:
Agile Methodology, Meetings, Retrospectives
The Sailboat Retrospective is a low-pressure way for teams to reflect on how they handled a project. By defining your risks (the rocks), delaying issues (anchors), helping teams (wind), and the goal (land), you’ll be able to work out what you’re doing well and what you need to improve on for the next sprint. Approaching team dynamics with a sailboat metaphor helps everyone describe where they want to go together by figuring out what slows them down and what helps them reach their future goals.
Value Chain Analysis Template
Works best for:
Leadership, Strategic Planning, Workflows
First coined by Harvard Business School professor Michael Porter, the value chain analysis helps your team evaluate your business activities so you can find ways to improve your competitive advantage. A value chain is a set of activities that a company performs in order to deliver a valuable product from start to finish. The analysis itself allows your team to visualize all the business activities involved in creating the product—and helps you identify inefficiencies, bottlenecks, and miscommunication within the process.
Technology Roadmap Template
Works best for:
Agile Methodology, Roadmaps, Agile Workflows
A technology roadmap helps teams document the rationale of when, why, how, and what tech-related solutions can help the company move forward. Also known as IT roadmaps, technology roadmaps show teams what technology is available to them, focusing on to-be-scheduled improvements. They allow you to identify gaps or overlap between phased-out tech tools, as well as software or programs soon to be installed. From a practical point of view, the roadmap should also outline what kinds of tools are best to spend money on, and the most effective way to introduce new systems and processes.
Agile Board Template
Works best for:
Agile Methodology, Meetings, Agile Workflows
Part of the popular Agile framework, an Agile Board is a visual display that allows you to sync on tasks throughout a production cycle. The Agile Board is typically used in the context of Agile development methods like Kanban and Scrum, but anyone can adopt the tool. Used by software developers and project managers, the Agile Board helps manage workload in a flexible, transparent and iterative way. The Agile template provides an easy way to get started with a premade layout of sticky notes customizable for your tasks and team.
Daily Stand-up Meeting Template
Works best for:
Agile Methodology, Meetings, Software Development
The entire team meets to review the day before and discuss the day ahead. These daily meetings, also known as “scrums,” are brief but powerful — they identify roadblocks, give each team member a voice, foster collaboration, keep progress on track, and ultimately keep teams working together effectively. This template makes it so easy for you to plan daily standups for your sprint team. It all starts with picking a date and time, creating an agenda, and sticking with the same format throughout the sprint.
Process Map Template
Works best for:
Agile Methodology, Product Management, Mapping
Process mapping allows you to assess, document, and strategize around any plan or approach your team has put in place. It’s a useful tool for eliminating or preventing blockers. Organized by stages, a process map enables your team to divide up a process or system and record deliverables and action items at each stage of the process. By breaking down the objectives, activities and deliverables at any stage of a project, you can gain insight into whether you are on track or effectively working through a problem.
Website Wireframing Template
Works best for:
Wireframes, User Experience
Wireframing is a method for designing a website at the structural level. A wireframe is a stylized layout of a web page showcasing the interface elements on each page. Use this Wireframe Template to iterate on web pages quickly and cheaply. You can share the wireframe with clients or teammates and collaborate with stakeholders. Wireframes allow teams to get stakeholder buy-in without investing too much time or resources. They help ensure that your website’s structure and flow will meet user needs and expectations.
Idea Funnel Backlog
Works best for:
Design, Brainstorming, Agile Workflows
An Idea Funnel Backlog enables you to visualize your backlog and restrict the number of backlogged items at the top. In doing sos, you can prioritize items on your list without having to engage in unnecessary meetings or create too much operational overhead. To use the Idea Funnel Backlog, break up the funnel into different phases or treat it like a roadmap. Use the Idea Funnel Backlog as a hybrid model that combines your roadmap and backlog into one easily digestible format.
Agile Roadmap Template
Works best for:
Agile Methodology, Roadmaps, Agile Workflows
A roadmap is just as important as sprints and standups for getting Agile right. Use this template to create, revise, and communicate an Agile roadmap in collaboration with your project team.
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