Management Templates
Manage teams at ease and influence outcomes with our templates for managers. Quickly get buy-in with the Stakeholder Map template, or get everyone on the same page with the Timeline template. Give opportunity for people to contribute and set your team up for success.
Team Charter Template
Works best for:
Meetings, Workshops, Team Meetings
A team charter is a document that outlines your team’s purpose and objectives, as well as steps you will take to reach your goals. The team charter illustrates the focus and direction for all team members. When created collaboratively, the team charter is a great way for individuals to feel even more connected to one another within the group. A team charter template is useful when you’re first establishing a new team, adding new members to an existing team, or when you need to better align regardless of your team’s tenure.
BPMN Template
Works best for:
Mapping, Diagrams, Business Management
The BPMN template helps you track and get an overview of your business processes. It’s a great way to identify any bottlenecks and make your operations more efficient. The BPMN methodology became a universal language when managing business processes, and multiple industries use it as a management tool. Project managers, business analysts, and IT administrators use the BPMN process flow diagram to manage projects, visually communicate the process flows, and keep track of process constraints. Try it for yourself and see improvements in your organization’s agility.
Pyramid Diagram Template
Works best for:
Business Management, Strategic Planning, Prioritization
A pyramid diagram is a perfect tool for demonstrating concepts that can be broken down into a layered hierarchy. Each level of the pyramid builds on the one before it, clearly illustrating how certain actions lead to specific results. The Miro Pyramid Diagram template is your tool for any and all pyramid illustrations.
Euler Diagram Template
Works best for:
Business Management, Operations, Diagrams
Euler diagrams are valuable for showing different relationships between subjects by representing them with circles or "cells." Euler diagrams are frequently used in IT systems to show how objects relate to one another and how they interact. However, you can use them for any sort of explanation that needs to show connections.
Customer Journey Mapping Template Pack
Works best for:
Mapping, User Experience, Workshops
A customer journey map (CJM) is a visual representation of your customer’s experience. It allows you to capture the path that a customer follows when they buy a product, sign up for a service, or otherwise interact with your site. Most maps include a specific persona, outlines their customer experience from beginning to end, and captures the potential emotional highs and lows of interacting with the product or service. Use this template to easily create customer journey maps for projects of all kinds.
Mental Model Template
Works best for:
Business Management, Mind Mapping, Diagrams
Smart solutions and strong, strategic decisions. The best organizations make both, and a mental model is designed to help them do it. We give you a fast and easy way to try it out — just fill out our ready-made, flexible template and add sticky notes, shapes, and arrows to create a powerful map.
Meeting Template
Works best for:
Meetings, Team Meetings, Workshops
Everyone has been in a meeting that didn’t go as planned. Maybe it ran off course, or you ran out of time to accomplish everything you set out to do -- or maybe it just felt like a waste of time. To avoid that, it’s important to prepare to run a team meeting ahead of time. With this simple but effective template, you can prepare to run a team meeting that ticks all the boxes. By creating a streamlined way to build preparation into your workflow, you’ll ensure your meetings are efficient, enjoyable, and collaborative.
Consulting Proposal Template
Works best for:
Presentations, Business Management
Use this Consulting Proposal Template to develop an active working relationship with your prospects. Show them what you do, what you can deliver for them, and why they should work with you.
Breakout Group Template
Works best for:
Education, Team Meetings, Workshops
Breakout groups provide an excellent opportunity for teammates to have candid conversations and connect on a more intimate level than is possible during a broader meeting. When you’re in a large group setting, it can be difficult for people to feel safe or comfortable speaking up. In a smaller group, participants can feel safer sharing their ideas. Since the group is more intimate, teams are empowered to participate rather than observe.
Icebreaker Template
Works best for:
Icebreakers
There’s no better way to kickoff a meeting or workshop than by building comfort and familiarity between your guests — to put them at ease and get them ready to participate and collaborate. That’s just the kind of human connection that icebreakers create, which make them great for remote gatherings or introducing new team members. There are many icebreakers to choose from, including: Describe yourself in one word. Share a photo of yourself as a baby. And if you were an animal, what would you be?
One-on-one Meeting Template
Works best for:
Meetings
Ensure your meetings are productive by using a one-on-one meeting template. Create and stick to your agenda items, understand what’s going well, what isn’t working, and how to improve. Discuss what’s been accomplished and what’s still in progress.
Flowchart Template
Works best for:
Flowcharts, Mapping, Diagrams
Trying to explain a process or workflow to your team — or just wrap your head around it yourself? Sometimes the best way is to see it, and that’s when you create a flowchart. Using common shapes (generally just ovals, rectangles, diamonds, and arrows), a flowchart shows you the direction a process or workflow goes and the order of steps. Beyond giving you a clear understanding, you’ll also be able to see potential flaws and bottlenecks, which helps you refine and improve your process and create a better product more efficiently.
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.
Feature Canvas Template
Works best for:
Design, Desk Research, Product Management
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.
Annual Calendar Template
Works best for:
Business Management, Strategic Planning, Project Planning
Plenty of calendars help you focus on the day-to-day deadlines. With this one, it’s all about the big picture. Borrowing from the grid structure of 12-month wall calendars, this template shows you your projects, commitments, and goals one full year at a time. So you and your team can prepare to hunker down during busy periods, move things around as needed, and celebrate your progress. And getting started is so easy—just name your calendar’s color-coded streams and drag stickies onto the start date.
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.
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.
Meeting Agenda Template
Works best for:
Business Management, Meetings, Workshops
A detailed, clear agenda — that’s what separates meetings that go completely off the rails from those where goals are met and things get done. So grab this template and set a meeting agenda that lays out expectations for before, during, and after the meeting. It’ll enable participants to get prepared beforehand and empower you to stay on-task and identify when the discussion is complete. (Tip: Plan ahead to send out your meeting agenda at least 24 hours before the meeting.)
Meeting Organizer Template
Works best for:
Meetings, Workshops, Project Planning
When it comes to ideas generated during a meeting, you want quantity AND quality. So why choose? Our meeting organizer template will maximize your meeting’s chances of yielding lots of great ideas. It will give you a simple, efficient way to design any activity (including meetings and daily planning) and make sure remote teammates know just what the meeting aims to accomplish. And you can give your meeting organizer power by connecting Miro to your favorite apps and services: Atlassian’s JIRA, Google Drive, Slack, Trello, DropBox and OneDrive.
PEST Analysis Template
Works best for:
Ideation, Strategic Planning, Business Management
No business operates inside a vacuum, so if you want to succeed, you have to successfully deal with local laws, government regulating bodies, the health of the local economy, social factors like the unemployment rate, average household income, and more. Use the PEST Analysis Template to help you explore how the world impacts your business and how you can work around it.
PESTLE Analysis Template
Works best for:
Ideation, Strategic Planning, Business Management
Want to keep your company secure and performing soundly? You have to first know how you’ll be affected by outside elements and factors — especially those that are political, economic, social, technological, legal and environmental in nature. A PESTLE Analysis helps you identify them and prepare for them. With this easy-to-use template, you can conduct a PESTLE Analysis, then use the results to shape your strategic planning, budget allocation, marketing, product updates, and organizational change initiatives.
Priority Matrix Template
Works best for:
Business Management, Strategic Planning, Prioritization
If you need a little more than a basic to-do list, then you’d probably benefit from a Priority Matrix. The Priority Matrix template is designed to help you determine which tasks are critical so you can focus on the most urgent needs. In a 2x2 matrix, input your priorities based on whether they must be completed with high or low urgency and are of high or low importance. Applicable to project management and personal management alike, use the Priority Matrix template to improve business processes, create efficiency, remove blockers, and reduce operational waste.
What's on Your Radar Template
Works best for:
Business Management, Operations, Strategic Planning
Do you or your team feel overburdened by tasks? Having trouble focusing on particular problems? What’s on Your Radar is a thought exercise in which you plot ideas according to their importance or relevance. Designers and teams use what’s on your radar to ensure that their ideas are within the scope of a given project. They also rely on the method to assess whether a given solution is likely to solve the problem at hand. But even if you’re not a designer, the method can help assign priorities and ground your ideas in reality.
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.
Event Planning Template
Works best for:
Planning, Workshops
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.
Business Organizational Chart Template
Works best for:
Leadership, Org Charts, Operations
Establishing hierarchy in a business can empower employees—to know their roles and responsibilities, team members, potential cross-functional collaborators, and who to turn to with a specific need. That’s just what a Business Organizational Chart does. And this template makes it simple to build a BOC for your company. The first step is to determine the high-level organizational structure of your company. Then it's easy to create a visual representation of how different employees are interconnected.
Card Sorting Template
Works best for:
Desk Research, UX Design, Brainstorming
Card sorting is a brainstorming technique typically used by design teams but applicable to any brainstorm or team. The method is designed to facilitate more efficient and creative brainstorms. In a card sorting exercise, you and your team create groups out of content, objects, or ideas. You begin by labeling a deck of cards with information related to the topic of the brainstorm. Working as a group or individuals, you then sort the cards in a way that makes sense to you, then label each group with a short description. Card sorting allows you to form unexpected but meaningful connections between ideas.
Context Diagram Template
Works best for:
Business Management, Mapping, Diagrams
A context diagram is a perfect tool to view an entire system as a single process and understand how external factors interact with it. These external factors can include customers, developers, management, and more. The Context Diagram Template is your tool for creating this diagram.
Cross Functional Flowchart
Works best for:
Flowcharts, Org Charts, Business Management
Have a quick look at everyone on a project and see exactly what they’ll contribute. That’s the clarity and transparency a cross-functional flowchart will give you. These are also called “swim lane” flowcharts because each person (each customer, client, or representative from a specific function) is assigned a lane—a clear line—that will help you visualize their roles at each stage of the project. This template will empower you to streamline processes, reduce inefficiencies, and make meaningful cross-functional relationships.
Cynefin Framework Template
Works best for:
Leadership, Decision Making, Prioritization
Companies face a range of complex problems. At times, these problems leave the decision makers unsure where to even begin or what questions to ask. The Cynefin Framework, developed by Dave Snowden at IBM in 1999, can help you navigate those problems and find the appropriate response. Many organizations use this powerful, flexible framework to aid them during product development, marketing plans, and organizational strategy, or when faced with a crisis. This template is also ideal for training new hires on how to react to such an event.
Disney Creative Strategy Template
Works best for:
Business Management, Ideation, Brainstorming
Know who knew a little something about coming up with ideas that set imaginations alight? Walt Disney. And he inspired the Disney Creative Strategy, an approach that establishes three types of thinkers—dreamers, realists, and critics—and gives each the space to do clear thinking. Your team will go through an engaging exercise of adopting the three mindsets, where they’ll focus on a specific aspect of the idea. The Disney Creative Strategy has a way of yielding brilliant ideas and great products. That’s why it’s used successfully by organizations of all kinds and sizes.
Dot Voting Template
Works best for:
Decision Making, Meetings, Workshops
Dot voting, also known as “sticker voting,” “dotmocracy,” or “voting with dots”, allows teams to point out issues in a series of potential solutions or to prioritize tasks when presented with various options. Dot voting is different from the default “one-share” or “one-vote” rule. Instead, each person in the group is given as many votes (or “points”) as can be filled. Those votes can either all be cast for one idea, or distributed among many ideas. You can use dot voting any time your team prioritizes options or agrees on a direction to take for a high-stakes project.
Event Brief Template
Works best for:
Meetings, Workshops, Project Planning
For most any organization, throwing a big deal event is…a big deal. An event can bring in publicity, new clients, and revenue. And planning it can require a substantial chunk of your overall resources. That’s why you’ll want to approach it like a high-stakes project, with clearly outlined goals, stakeholders, timelines, and budget. An event brief combines all of that information in a single source of truth that guides the events team, coordinator, or agency—and ensures the event is well-planned and well-executed.
Timeline Workflow
Works best for:
Project Management, Flowcharts, Operations
A timeline is a visual tool that chronologically plots out projects step by step. It’s an ideal tool for your team to tell stories (such as an overview of events in your organization) and visualize your projects or processes. The Timeline Workflow template is perfect for any project that relies on visual content. You may find it beneficial to use with your team and also to share with other stakeholders or clients to keep them in the loop on your progress.
Start, Stop, Continue Retrospective Template
Works best for:
Retrospectives, Meetings, Workshops
Giving and receiving feedback can be challenging and intimidating. It’s hard to look back over a quarter or even a week and parse a set of decisions into “positive” and “negative.” The Start Stop Continue framework was created to make it easier to reflect on your team’s recent experiences. The Start Stop Continue template encourages teams to look at specific actions they should start doing, stop doing, and continue doing. Together, collaborators agree on the most important steps to be more productive and successful.
Status Report Template
Works best for:
Project Management, Documentation, Strategic Planning
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.
Timeline Template
Works best for:
Project Management, Flowcharts, Project Planning
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.
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.
Value Stream Map Template
Works best for:
Project Management, Strategic Planning, Mapping
A value stream map can help you refocus your business on steps that actually provide value to your customers, cutting out wasteful and inefficient processes. With this template, you and your process team can collaborate on a value stream map today.
Venn Diagram Template
Works best for:
Education, Diagrams, Brainstorming
Venn Diagrams have been a staple of business meetings and presentations since the 1800s, and there’s a good reason why. Venn diagrams provide a clear, effective way to visually showcase relationships between datasets. They serve as a helpful visual aid in brainstorming sessions, meetings, and presentations. You start by drawing a circle containing one concept, and then draw an overlapping circle containing another concept. In the space where the circles overlap, you can make note of the concepts’ similarities. In the space where they do not, you can make note of their differences.
Stakeholder Map Template
Works best for:
Business Management, Mapping, Workflows
A stakeholder map is a type of analysis that allows you to group people by their power and interest. Use this template to organize all of the people who have an interest in your product, project, or idea in a single visual space. This allows you to easily see who can influence your project, and how each person is related to the other. Widely used in project management, stakeholder mapping is typically performed at the beginning of a project. Doing stakeholder mapping early on will help prevent miscommunication, ensure all groups are aligned on the objectives and set expectations about outcomes and results.
Meeting Notes Template
Works best for:
Business Management, Meetings
When your meeting is a success (and Miro will help make sure it is), participation will run high, brilliant ideas will be had, and decisions will be made. Make sure you don’t miss a single one — use our meeting notes template to track notes and feedback in a centralized place that the whole team can access. Just assign a notetaker before the meeting, identify the discussion topics, and let the notetaker take down the participants, important points covered, and any decisions made.
Bang for the Buck Template
Works best for:
Project Management, Strategic Planning, Prioritization
The name pretty much says it—this Agile framework is all about helping you maximize efficiency by powering collaboration between product managers and dev teams. Together you can go over each to-do on the project agenda and evaluate them in terms of costs and benefits. That way you can prioritize tasks based on how much bang for your buck they deliver. This template is great for teams and organizations that want to make a strategic plan to tackle an upcoming sprint.
Gap Analysis Template
Works best for:
Marketing, Strategic Planning, Business Management
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.
Influence Diagram Template
Works best for:
Business Management, Decision Making, Diagrams
See the big picture of any business decision with this Influence Diagram Template. You’ll define the decision you have to make and brainstorm everything that could impact it. When you build connections between these factors, you’ll be able to put the right amount of weight into each one as you make your decision.
Weekly Planner Template
Works best for:
Business Management, Project Planning
In our hectic world, it can be hard to plan out a schedule and stick to it. Whether you’re rigorous about scheduling or you struggle to keep your calendar updated, you’ll benefit from a weekly planner. A weekly planner is a schedule of your plans and activities over a week. It enables you to manage your time, track tasks, and organize your team by day. Unlike most paper planners, which are not personalizable, you can change up this weekly planner to create an agenda that fits your needs.
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.
Meeting Reflection Template
Works best for:
Meetings, Brainstorming, Team Meetings
When schedules get hectic, “learning by doing” becomes the default way to learn. So make time for your team to learn in other valuable ways — by reflecting and listening. Led by “learners,” (team members who share with the rest of the team), a meeting reflection lets teammates share new information about a client’s business or an internal business initiative, offer problem-solving techniques, or even recommend books or podcasts worth checking out. Meeting reflections also encourage colleagues at all levels to engage in each other’s professional development of their teammates.
Brainwriting Template
Works best for:
Education, Ideation, Brainstorming
Brainstorming is such a big part of ideation. But not everyone does their best work out loud and on the spot, yelling out thoughts and building on others’ ideas. Brainwriting is a brilliant solution for them—creative thinkers who happen to be more introverted. This approach and template invites participants to reflect quietly and write out their ideas, and then pass them to someone else who will read the idea and add to it. So you’ll get creative ideas from everyone—not just the loudest few.
Company Vision Presentation Template
Works best for:
Presentations, Business Management
Creating or reimagining a company vision is just half the battle. You also need to make sure that your employees and customers understand and share it. Communicate your vision statement in the most effective and concise way with this Company Vision Presentation Template.
Annual Report Presentation Template
Works best for:
Presentations, Business Management
Trying to cut down on the time it takes to create a stunning yet professional annual report presentation to wow your stakeholders? Use this template to outline all the in-depth information about your company’s performance in an engaging and easy-to-digest way.
Miro is a collaborative online whiteboard platform designed for remote and distributed teams.