Simplify your workflows and optimize your daily routines with our collection of kanban templates.
Why create an action plan? Long-term business strategies and goals are only good if you can make them a reality—by accomplishing every small task along the way. An action plan lists those tasks and lays them out in clear detail. It helps you keep everything in order, make sure nothing is missed, and get stakeholders on the same page to complete a project quickly and effectively. This template will help you write an action plan that’s SMART: Specific, Measurable, Actionable, Realistic, and Time-bound.
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.
To-do lists are simple, yet effective tools that can break down large tasks into smaller, concrete steps. They can range from individual daily tasks to broader group goals. You can make a to-do list for any project or deliverable that your team is responsible for. Breaking down tasks into concrete steps helps your team reach your goals with ease. With the To-Do List template, you can customize your to-do list to include photos, images, videos, color-coding, and documents.
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.
For most organizations, hiring the right new employees is a big deal — a multiple-step, cross-functional, resource-intensive process that takes time and patience. Having a hiring process in place simplifies that process each step of the way, from identifying the job need to 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.
For many organizations, especially non-profits, funding is their lifeblood—and meeting fundraising goals is a crucial part of carrying out their mission. A funding tracker gives them a powerful, easy-to-use tool for measuring their progress and staying on course. And beyond helping you visualize milestones, this template will give you an effective way to inspire the public to donate, and help you keep track of those donors. It’s especially useful when you have multiple donations coming from a variety of sources.
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.
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 Transformation Roadmap
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.