Agile workflow templates
Put your ideas into action and supercharge your agile rituals with templates for remote standups, sprint planning, retrospectives, and more. Bring product, design, and software teams together and create the space for spontaneous collaboration to happen.
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.
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.
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.
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.
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.
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.
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.
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.
Rose, Bud, Thorn Retrospective Template
Works best for:
Agile Workflows, Retrospectives
Run a simple yet effective retrospective with the Rose, Bud, Thorn Retrospective Template. Identify positive outcomes, challenges, and opportunities moving forward.
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.
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.
Business Model Canvas Template
Works best for:
Leadership, Agile Methodology, Strategic Planning
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.
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.
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.
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.
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.
Agile Transition Plan Template
Works best for:
Agile Methodology, Roadmaps, 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.
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.
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.
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.
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.
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.
Burndown Chart Template
Works best for:
Project Management, Agile Workflows, Mapping
Whoa whoa whoa, pace yourself! That means knowing how much work is left—and, based on the delivery date, how much time you’ll have for each task. Perfect for project managers, Burndown Charts create a clear visualization of a team’s remaining work to help get it done on time and on budget. These charts have other big benefits, too. They encourage transparency and help individual team members be aware of their work pace so they can adjust or maintain it.
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.
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.
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.
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.
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.
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.
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.
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.
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