Simplify your workflows and optimize your daily routines with our collection of documentation templates.
A project canvas is a management tool that helps you summarize, visualize, and share all necessary information about your project. It can be used by all team members—from facilitators to project management professionals—at every stage of project development. The project canvas template allows you to keep all stakeholders in the project development process in the loop. By using a single platform for all project-related discussions, you can build a clear project overview and improve collaboration.
A timeline displays a chronological order of important dates, and scheduled events. Timelines help product managers, project managers, and team members tell visual stories about progress and obstacles. Timelines enable teams to see at a glance what happened before, what progress is happening now, and what needs tackling in the future. Projects or products with specific purpose or deliverables should be based on a timeline to be successful. Use the timeline as a shared reference for start dates, end dates, and milestones.
Change Control Process
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.
For any type of project, the Project Proposal template can be a crucial step toward clarifying the context, goals, and scope of a project to get stakeholder buy-in. A project proposal outlines what you want to accomplish, your goals, and how you plan to achieve them. Generally, a project proposal gives the reader some context on the project, explains why it is important, and lists the actions that you will take to complete it. Project proposals have myriad uses. Often, businesses use project proposals to get external buy-in from a donor or outside stakeholder. But many companies draw up project proposals for internal buy-in too.
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.
Pique their curiosity. Get them excited. Inspire them to keep reading, diving further into your proposal details. That’s what a good executive summary has the power to do—and why it’s a crucial opening statement for business plans, project plans, investment proposals, and more. Use this template to create an executive summary that starts building belief, by answering high-level questions that include: What is your project? What are the goals? How will you bring your skills and resources to the project? And who can expect to benefit?
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.
A status report provides a snapshot of how something is going at a given time. You can provide a status report for a project, a team, or a situation, as long as it emphasizes and maps out a project’s chain of events. If you’re a project manager, you can use this report to keep historical records of project timelines. Ideally, any project stakeholder should be able to look at a status report and answer the question, “Where are we, and how did we get here?” Use this template as a starting point to summarize how something is progressing against a projected plan or outcome.
Project Status Report
A project status report is a short, timely document that keeps your project stakeholders informed and aligned on what is happening, and why. You can start writing this document on your own, then include your teammates as well to produce a timely and relevant report. A project status report should ideally compare the current state of your project against its projected plan. The report tracks on a high level how you achieve your goals, even if you experience setbacks. It’s also likely to be read by an executive-level audience controlling budgets and governance, which can help you keep the report focused on critical issues.
A project scope helps you plan and confirm your project’s goals, deliverables, features, functions, tasks, costs, and deadlines. A project manager and team should develop a project scope as early as possible, as it will directly influence both the schedule and cost of a project as it progresses. Though project scopes will vary depending on your team and objectives, they generally include goals, requirements, major deliverables, assumptions, and constraints. Aim to include the whole team when you create a project scope to ensure everyone is aligned on responsibilities and deadlines.
A project kick-off helps set the vision and scope of team assignments. Different stakeholders often need to be involved, such as management, project managers, and the project team. The kick-off helps establish communication and finalize timelines. They can take place after initiation of smaller projects, or when planning of larger projects is complete and execution is about to start. Use this template to set the stage for a kick-off, introduce the team and stakeholders, provide context, define the scope and timeline, and establish metrics for success.
As we bet you’ve experienced, data can get pretty dense and dry. But you need it to be compelling, memorable, and understandable. The solution? Infographics. These are tools that let you present information in a visually striking way and turn quantitative or qualitative data into stories that engage and resonate. Whoever you’ll be presenting to — customers, donors, or your own internal teams — our template will let you design an infographic that combines text and visuals to break down even the most complicated data.
Consider your team’s or organization’s ideal state. Now compare it to your current real-world situation. Want to identify the gaps or obstacles that stand between your present and future? Then you’re ready to run a gap analysis. This easy-to-customize template will let your team align on what obstacles are preventing you from hitting your goals sooner, collaborate on a plan to achieve those goals, and push your organization toward growth and development. You can focus on specific gap analyses — including for skills, candidates, software, processes, vendors, data, and more.
What makes a strong brand? It’s having a well-defined personality, expressed with consistency at every touchpoint, and brand guidelines can help you do it. Brand guidelines are a clear list of rules—all the dos and don’ts—that cover details like colors, fonts, logo usage, photography, and brand voice. They help ensure that employees across a whole company or organization know how to display or speak about the brand. Miro’s whiteboard tool is the perfect canvas for creating brand guidelines, sharing them, and updating them.
Project Organizational Chart
When you’re embarking on a long, complex project, you will inevitably hit roadblocks and obstacles. It’s important to have your project organizational chart on hand to overcome those challenges. A project organizational chart is a visual diagram that illustrates who is on your team and the role they play in a given project. It documents the structure of the project organization, the hierarchy between team members, and the relationships between employees. Project organizational charts are useful tools for clarifying who does what, securing buy-in, and setting expectations for the group.
Pros and Cons List
A pros and cons list is a simple but powerful decision-making tool used to help understand both sides of an argument. Pros are listed as arguments in favor of making a particular decision or action. Cons are listed arguments against it. By creating a list that details both sides of the argument, it becomes easier to visualize the potential impact of your decision. To make your pros and cons list even more objective, it can help to weight each pro and con against the others. You can then present your decision with confidence, making a strong argument for why it’s the right one.
DevOps teams are constantly creating code, iterating, and pushing it live. Against this backdrop of continuous development, it can be hard to stay abreast of your projects. Use this DevOps Roadmap template to get a granular view of the product development process and how it fits into your organization's product strategy. The DevOps Roadmap lays out the development and operations initiatives you have planned in the short term, including milestones and dependencies. This easy-to-use format is easily digestible for audiences such as product, development, and IT ops.
Team Meeting Agenda
Making the time for your team is important to help you to make decisions, align on priorities, and move in the same direction together. Team meeting agendas help add a schedule and structure to your allocated time slot when you need to share information and collaborate with your team. They also allow your team to agree on goals, talking points, action items, and who will lead the next steps. Uninterrupted team meeting time with an agenda can help your team review progress against OKRs, share updates, discuss roadblocks, and brainstorm ideas.
At some point during your career, you’ll probably have to give a presentation. Presentations typically involve speaking alongside an accompanying slide deck that contains visuals, texts, and graphics to illustrate your topic. Take the stress out of presentation planning by using this presentation template to easily create effective, visually appealing slides. The presentation template can take the pressure off by helping your audience stay focused and engaged. Using simple tools, customize a slide deck, share slides with your team, get feedback, and collaborate.
A Startup Canvas helps founders express and map out a new business idea in a less formal format than a traditional business plan. Startup Canvases are a useful visual map for founders who want to judge their new business idea’s strengths and weaknesses. This Canvas can be used as a framework to quickly articulate your business idea’s value proposition, problem, solution, market, team, marketing channels, customer segment, external risks, and Key Performance Indicators. By articulating factors like success, viability, vision, and value to the customer, founders can make a concise case for why a new product or service should exist and get funded.
When you’re working on a new feature that solves a problem for your users, it’s easy to dive right in and start looking for solutions. However, it’s important to understand the initial user problem first. Use the Feature Canvas template to do a deep-dive into the user’s problems, the context in which they will use your feature, and the value proposition you will deliver to your users. The template enables you to spend more time exploring the problem to anticipate any potential blind spots before jumping into solutions mode.