Marketing

Competitive Analysis Template

Developing a great product starts with knowing the lay of the land (meaning who you’re up against) and answering a few questions: Who are your competitors? How does your product or service compare? What makes you stand out? A competitive analysis will help find the answers, which can ultimately shape your product, value prop, marketing, and sales strategies. It’s a great exercise when a big business event is about to occur — like a new product release or strategic planning session.

Use Case Diagram Template

A use case diagram is a visual tool that helps you analyze the relationships between personas and use cases. Use case diagrams typically depict the expected behavior of the system: what will happen and when. A use case diagram is helpful because it allows you to design a system from the perspective of the end user. It’s a valuable tool for communicating your desired system behavior in the language of the user, by specifying all externally visible system behavior.

One Pager Template

One-page project summaries are essential tools for synthesizing complex information into a clear and concise format. They offer significant benefits by enhancing team alignment. By distilling the core elements of a project or idea onto a single page, these summaries facilitate a shared understanding among team members and stakeholders. This shared understanding is crucial, especially in fast-paced environments where clarity and quick comprehension of key project aspects can dramatically improve decision-making and coordination. The structured yet flexible design of these summaries allows teams to focus on what truly matters, reducing miscommunication and increasing the efficiency of project execution.

Critical Path Method Template

Elevate your project management game with the Critical Path Method Template—an indispensable tool that brings clarity and precision to your project timelines. The template instantaneously adjusts as you edit tasks and dependencies, ensuring that your critical path is consistently up-to-date. This capability not only simplifies the complex process of project scheduling but also empowers your team to proactively respond to evolving project dynamics, fostering adaptability and efficiency throughout the project lifecycle.

Communication Matrix Template

The Communication Matrix Template serves as a structured framework for businesses and projects to streamline their communication strategies. By mapping out types of communication, their purposes, mediums, frequencies, and intended audiences, the template ensures that every stakeholder remains informed and aligned. One of its key benefits is the enhanced clarity it brings. By laying out the specifics of each communication touchpoint, the matrix eliminates ambiguity, ensuring that all involved parties know exactly what to expect and when leading to more efficient collaboration and fewer misunderstandings.

Storyboard Presentation Template

Use this Storyboard Presentation Template to visualize the structure, content, and flow of your presentation. Make sure that your presentation covers all the key points and hits the mark.

Mood Board Template

When you’re kicking off a creative project, it’s sometimes important to communicate the mood you’re trying to evoke — but it’s so hard to do it with words. So create a mood board and use images, color palettes, textures, and typography. Mood boards are also perfect for gathering inspiration and sketching out and pitching ideas, and they’re not just for designers — your content writers, sales teams, and product teams can use them too, and this template makes it easy for all of you to get started.

Logo Presentation Template

Make your logo ideas shine with the Logo Presentation Template. Use it to deliver logo designs, explain the thought process behind them, and show how they work in various contexts.

Voice of the Customer Template

Identifying the voice of the customer is a crucial part of any customer experience strategy. Your Voice of Customer is simply a framework for understanding your customers’ needs, wants, preferences, and expectations as they interact with your brand. Evaluating your Voice of Customer allows you to dive into what your customers are thinking, feeling, and saying about your products and services, so you can build a better customer journey. Use the Voice of Customer template to record answers to key questions about your customer, including: What are they saying about our product? What do they need? How can we fulfill that need? And who is this persona?

UX Research Plan Template

A research plan communicates the fundamental information that stakeholders need to understand about a user experience research project: who, what, why, and when. The plan ensures everyone is aligned and knows what they must do to make the UX research project a success. Use the research plan to communicate background information about your project; objectives; research methods; the scope of the project, and profiles of the participants. By using a UX research plan, you can achieve stakeholder buy-in, stay on track, and set yourself up for success.

Disney Creative Strategy Template

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.