Data Org Chart
Succeed with your data-driven culture by creating a data 'org chart'.
This template will be most useful for Analysts, PMs, Marketers and Department Leaders who want to achieve data accountability with tight connection between initiatives and business outcomes. Having clear roles and responsibilities is always the key!
How to read this chart:
Individual Contributors — where 90% of the work is happening and how all of the growth initiatives are measured. Individual Contributor KPIs are constantly iterated (~ on quarterly basis) in the search for the best causality and predictive power. These KPIs are used for setting initiative goals and are often reflected in the individual team member quarterly goals.
Team Leads — responsible for the evaluation and selection of ICs. Team Lead metrics are often set as 'company metrics' on the leadership level and have a clear source of truth for self-serve consumption. Owned by PMs or Marketers.
Common pitfalls: The biggest mistake is to not set ownership of the team metrics. It can result in vanity IC selection or floating definitions ultimately leading to distrust and data-culture failure.
Department execs — data levers, not KPIs, and are the closest predictors to revenue. Department exec metrics are owned by the head of growth, product, marketing, etc.
Common pitfalls: Unfortunately, often misassigned. For example, in a product-led monetization model, only sales own revenue.
CEO — fearless leader, but not a doer.
Common pitfalls: Looking at revenue as your metric is being at least 3 months late to the party of your ability to impact it.
Use this template to:
Map out all of the metrics your cross-functional team is tracking and visualize the relationships (or lack thereof) to ‘Team Leads’ and ‘Department Execs’ metrics.
Highlight lack of ownership of certain metrics.
Understand over/under focus on certain growth levers, if no individual contributors are being tracked under ‘Team Lead’ or ‘Department Execs’ metrics.
Understand correlation vs. causation by reviewing data org chart on a quarterly basis.
Become hyper focused on metrics that matter the most.
This template was created by Elena Verna.
Get started with this template right now.
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.
AI Product Canvas
Works best for:
Product Management, Planning
The AI Product Canvas template facilitates the development of AI-powered products with a comprehensive framework. By defining AI capabilities, data requirements, and ethical considerations, this template guides teams through the AI product development process. With sections for identifying use cases, defining algorithms, and assessing model performance, it ensures that AI solutions meet user needs and ethical standards. This template serves as a strategic guide for developing innovative AI products that deliver value and drive business success.
[Triple Diamond] Project Map
Works best for:
Roadmap, Mapping, Planning
The [Triple Diamond] Project Map template provides a comprehensive framework for managing project initiatives from inception to delivery. By guiding teams through the stages of discovery, definition, and delivery, this template ensures alignment with stakeholder expectations and project objectives. With a focus on user-centric design and iterative development, teams can deliver high-quality solutions that meet user needs and drive business value.
Agile Project Gantt Chart
Works best for:
Gantt Chart, Planning
Streamline your agile projects with the Agile Project Gantt Chart. This template combines the flexibility of agile methodology with the structure of Gantt charts, allowing you to plan sprints, track progress, and adjust timelines dynamically. Perfect for agile teams seeking to enhance their project management efficiency and deliver timely results.
Collaboration Cosmos Team Charter
Works best for:
Org Charts, Operations, Mapping
The Collaboration Cosmos Team Charter template fosters collaboration by defining team goals and values. By visualizing team dynamics and norms, this template aligns team members and promotes mutual understanding. With sections for setting collaboration guidelines and documenting team agreements, this template enhances communication and teamwork, enabling teams to achieve shared objectives effectively.
PDCA Template
Works best for:
Planning
The PDCA template provides a visually compelling representation of the Plan-Do-Check-Act cycle, a foundational management methodology. Structured around four primary segments, this template helps teams systematically address challenges, test solutions, assess outcomes, and make necessary refinements. Using the PDCA template fosters continuous improvement. By cycling through each phase repeatedly, organizations can perpetually refine their strategies, ensuring they always move towards optimal solutions and processes.