Strategy & planning templates

Business Model Canvas Template

Your business model: Nothing is more fundamental to who you are, what you create and sell, or ultimately whether or not you succeed. Using nine key building blocks (representing nine core business elements), a BMC gives you a highly usable strategic tool to develop and display your business model. What makes this template great for your team? It’s quick and easy to use, it keeps your value proposition front and center, and it creates a space to inspire ideation.

Strategic Planning Template

Whenever you need to define your goals and figure out the steps you’ll need to take to accomplish them, you’ll benefit from a Strategic Planning template. The Strategic Planning template guides you and your team through exercises to help you assess your current situation, determine their goals for the future, and develop a plan to help them get there. Generally, strategy considers the goals or reasons for doing something while planning refers to the specific actions you’ll take in order to achieve a specific goal. But with strategic planning, you’re considering both at the same time.

Agile Product Roadmap

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.

Timeline Design ⏳

The Timeline Design template is perfect for creating visually engaging timelines. It helps you showcase project milestones, deadlines, and important events in a clear and attractive format. Ideal for presentations and reports, this template ensures your timeline is both informative and visually appealing.

Project - Timeline & Key Infos

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.

Product Vision Canvas

Bring value to your users and develop better products using this Product Vision Template. Help teams craft a killer product vision statement and improve your business and customer experience.

Service Blueprint to connect journey & operations

Connect customer journeys with operational processes using the Service Blueprint by Essence. This template helps you map out service interactions and backend processes, ensuring seamless service delivery. Use it to align teams, identify gaps, and enhance the customer experience. Perfect for visualizing the entire service ecosystem and improving coordination between different service components.

Planning With Purpose

Planning With Purpose template offers a structured approach for setting and achieving goals effectively. By aligning actions with objectives, teams can prioritize tasks and track progress towards desired outcomes. This template fosters clarity and accountability, enabling teams to stay focused on what matters most and adapt their plans as needed to drive success.

8 Different Ways to Organize Your Backlog

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.

Experience Map

Plan your product according to your customer’s needs and desires with the Experience Map Template. Bring a customer-centric approach to product development and branding.

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.