Operations templates

Tackle every aspect of operations and turn decisions into actionable tasks for everyone supporting the project. Use our operational templates collection and align your team's tasks, track execution, and iterate processes as needed.

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Swimlane Diagram Template

Works best for:

Flowcharts, Diagrams, Workflows

A swimlane diagram shows you which stakeholders are responsible for each area of your critical processes. You can use it to understand current processes or plan new ones.

Swimlane Diagram Template
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SCAMPER Model

Works best for:

Ideation, Operations, Brainstorming

Is your team in a rut? Have you had a lingering problem that can’t seem to be solved? First introduced in 1972, SCAMPER. is a brainstorming method developed by Bob Eberle, an author of creativity books for young people. This clever, easy-to-use method helps teams overcome creative roadblocks. SCAMPER walks you through seven questions that are meant to encourage your team to approach a problem through seven unique filters. By asking your team to think through a problem using this framework, you’ll unlock fresh, innovative ways to understand the problem you’re trying to solve.

SCAMPER Model
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Risk Matrix Template

Works best for:

Leadership, Decision Making, Strategic Planning

A risk matrix--also known as a probability matrix, risk assessment matrix, or impact matrix--is a tool that allows you to evaluate overall risk by visualizing potential risks in a diagram. The tool allows you to weigh the severity of a potential risk against the probability that the risk might occur. Risk matrices are useful for risk management because they visually represent the risks involved in a decision. This empowers you to avoid worst-case scenarios by preparing contingencies or mitigation plans.

Risk Matrix Template
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SAFe Roam Board

Works best for:

Agile Methodology, Operations, Agile Workflows

A SAFe ROAM Board is a framework for making risks visible. It gives you and your team a shared space to notice and highlight risks, so they don’t get ignored. The ROAM Board helps everyone consider the likelihood and impact of risks, and decide which risks are low priority versus high priority. The underlying principles of SAFe (Scaled Agile Framework) are: drive cost-effective solutions, apply systems thinking, assume that things will change, build incrementally, base milestones on evaluating working systems, and visualize and limit works in progress.

SAFe Roam Board
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SMART Goals Template

Works best for:

Prioritization, Strategic Planning, Project Management

Setting goals can be encouraging, but can also be overwhelming. It can be hard to conceptualize every step you need to take to achieve a goal, which makes it easy to set goals that are too broad or too much of a stretch. SMART is a framework that allows you to establish goals in a way that sets you up for success. SMART stands for Specific, Measurable, Attainable, Relevant, and Timely. If you keep these attributes in mind whenever you set goals, then you’ll ensure your objectives are clear and reachable. Your team can use the SMART model anytime you want to set goals. You can also use SMART whenever you want to reevaluate and refine those goals.

SMART Goals Template
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Spaghetti Diagram Template

Works best for:

Operations, Mapping, Diagrams

Spaghetti diagrams are valuable for finding connections between assets, services, and products, as well as identifying dependencies in a visual way. Use this template to get an overview of a process and quickly find areas of improvement.

Spaghetti Diagram Template
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Stakeholder Analysis Template

Works best for:

Project Management, Strategic Planning, Project Planning

Managing stakeholders is integral to completing a project on time and meeting expectations, so here’s how to use a stakeholder analysis to help. A stakeholder analysis empowers you to meet expectations and complete projects on time by identifying individuals, groups, and organizations with a vested interest in a program or process. In a typical stakeholder analysis, you’ll prioritize stakeholders based on their influence on a project and seek to understand how best to interface with them throughout the course of the project.

Stakeholder Analysis Template
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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.

Stakeholder Map Template
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Mad Sad Glad Retrospective

Works best for:

Brainstorming, Ideation

It's tempting to measure a sprint’s success solely by whether goals and timelines were met. But there’s another important success metric: emotions. And Mad Sad Glad is a popular, effective technique for teams to explore and share their emotions after a sprint. That allows you to highlight the positive, underline the concerns, and decide how to move forward as a team. This template makes it easy to conduct a Mad Sad Glad that helps you build trust, improve team morale, and increase engagement.

Mad Sad Glad Retrospective
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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.

Event Planning Template
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Monthly Planner Template

Works best for:

Operations, Strategic Planning, Project Planning

To knock out every task and accomplish every goal for the month, it helps to take a big picture, 10,000 foot view of things—meaning a 30-day view. That’s why a monthly calendar can come in so handy, especially on bigger projects. Use our template to create a visual representation that helps you track and space out every deadline and to-do, both for individuals and full teams. You’ll even be able to customize it your way, with images, video, and sticky notes.

Monthly Planner Template
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Mind Map Template

Works best for:

Planning, Mind Mapping, Education

We see you, visual learners. You grasp concepts and understand data easier when they're presented in well-organized, memorable graphics. Mind mapping is perfect for you. This powerful brainstorming tool presents concepts or ideas as a tree — with the central subject as the trunk and your many ideas and subtopics as the branches. This template is a fast, effective way for you to start mind mapping, which can help you and your team become more creative, remember more, and solve problems more effectively.

Mind Map Template
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Company Organizational Chart

Works best for:

Org Charts, Operations, Mapping

An org chart is a visual guide that sums up a company’s structure at a glance—who reports to whom and who manages what teams. But it does more than just display the chain of command. It also showcases the structure of different departments and informs employees who to reach out to with issues and concerns. That makes it an especially valuable tool for new hires who are getting familiar with the company. Our templates make it easy for you to add your entire team and customize the chart with colors and shapes.

Company Organizational Chart
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Fishbone Diagram Template

Works best for:

Operations, Diagrams, Workflows

What is the best way to solve any problem your team faces? Go straight to the root. That means identifying the root causes of the problem, and fishbone diagrams are designed to help you do it best. Also known as the Ishikawa Diagram (named after Japanese quality control expert Kaoru Ishikawa), fishbone diagrams allow teams to visualize all possible causes of a problem, to explore and understand how they fit together holistically. Teams can also use fishbone diagrams as a starting point for thinking about what the root cause of a future problem might be.

Fishbone Diagram Template
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Entity Relationship Diagram Template

Works best for:

Flowcharts, Strategic Planning, Diagrams

Sometimes the most important relationships in business are the internal ones—between the teams, entities, and actors within a system. An entity relationship diagram (ERD) is a structural diagram that will help you visualize and understand the many complex connections between different roles. When will an ERD come in handy? It’s a great tool to have for educating and onboarding new employees or members of a team, and our template makes it so easy to customize according to your unique needs.

Entity Relationship Diagram Template
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MoSCoW Matrix Template

Works best for:

Ideation, Operations, Prioritization

Keeping track of your priorities is a big challenge on big projects, especially when there are lots of deliverables. The MoSCoW method is designed to help you do it. This powerful technique is built on a matrix model divided into four segments: Must Have, Should Have, Could Have, and Won’t Have (which together give MoSCoW its name). Beyond helping you assess and track your priorities, this approach is also helpful for presenting business needs to an audience and collaborating on deliverables with a group of stakeholders.

MoSCoW Matrix Template
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Service Blueprint Template

Works best for:

Desk Research, Operations, Market Research

First introduced by G. Lynn Shostack in 1984, service blueprints allow you to visualize the steps that go into a service process from the customer’s perspective. Service blueprints are useful tools for understanding and designing a service experience – and finding ways to improve it. Service blueprint diagrams make it simpler for teams to design new processes or improve existing ones. To create a service blueprint, map out each process and actor that contributes to the customer experience, from in-house contributors to third-party vendors.

Service Blueprint Template
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KWL Chart Template

Works best for:

Education, Brainstorming, Retrospectives

Sharing and learning new knowledge is the fuel in the tank of any ambitious team or organization. A KWL chart is a graphical organizer that powers the learning process. This easy template lets you design and use a KWL, with three columns: Know, Want to Know, and Learned. Then you and your team will fill in each column by following three steps: Take stock of what you know, document what you want to get out of your session, and finally, record what you’ve learned.

KWL Chart Template
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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.

Timeline Workflow
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Pie Chart Template

Works best for:

Education, Operations

Pie charts are an excellent way to present relationships between datasets graphically, where you can quickly compare information and see contrast right away. Professionals from many fields use pie charts to support their presentations and enrich their storytelling as it’s one of the most commonly used data charts.

Pie Chart Template
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Bar Graph Template

Works best for:

Operations, Diagrams

Bar graphs are an excellent way to compare different types of categories and datasets visually. Many professionals use this type of graph to support their presentations and make data storytelling more understandable. With just a few clicks, use this bar graph template and customize it according to your needs.

Bar Graph Template
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2x2 Prioritization Matrix Template

Works best for:

Operations, Strategic Planning, Prioritization

Ready to set boundaries, prioritize your to-dos, and determine just what features, fixes, and upgrades to tackle next? The 2x2 prioritization matrix is a great place to start. Based on the lean prioritization approach, this template empowers teams with a quick, efficient way to know what's realistic to accomplish and what’s crucial to separate for success (versus what’s simply nice to have). And guess what—making your own 2x2 prioritization matrix is easy.

2x2 Prioritization Matrix Template
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3x3 Prioritization Method Template

Works best for:

Operations, Prioritization, Strategic Planning

It’s all about assessing a task or idea, and quickly deciding the effort it will take and the potential impact it will have—ranked low, medium, or high. That’s what the 3x3 prioritization method does: Help teams prioritize and identify quick wins, big projects, filler tasks, or time-wasters. With nine bucket areas, it offers slightly greater detail than the 2x2 Prioritization Matrix (or Lean Prioritization Method). It’s easy to make your own 3x3 prioritization matrix—then use it to determine what activities or ideas to focus on with your valuable resources.

3x3 Prioritization Method Template
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5 Whys Template

Works best for:

Design Thinking, Operations, Mapping

Ready to get to the root of the problem? There’s no simpler way to do it than the 5 Whys technique. You’ll start with a simple question: Why did the problem happen? Then you’ll keep asking, up to four more times, until the answer becomes clear and you can work toward a solution. And Miro’s features enhance the approach: You can ask team members questions in chat or @mention them in comments, and use color-coded sticky notes to call out issues that are central to the problem at hand.

5 Whys Template
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Ansoff Matrix Template

Works best for:

Leadership, Operations, Strategic Planning

Keep growing. Keep scaling. Keep finding those new opportunities in new markets—and creative new ways to reach customers there. Sound like your approach? Then this template might be a great fit. An Ansoff Matrix (aka, a product or market expansion grid) is broken into four potential growth strategies: Market Penetration, Market Development, Product Development, and Diversification. When you go through each section with your team, you’ll get a clear view of your options going forward and the potential risks and rewards of each.

Ansoff Matrix Template
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Balanced Scorecard Template

Works best for:

Operations, Strategic Planning, Project Planning

Balanced scorecards are useful tools for understanding business performance at a glance with regard to customers, employees, business processes, and financial progress. Learn more about BSCs and create your own using Miro’s Balanced Scorecard template.

Balanced Scorecard Template
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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.

Bang for the Buck Template
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Blue Ocean 4 Actions Framework Template

Works best for:

Leadership, Decision Making, Strategic Planning

For entrepreneurs, so much comes down to new users—how to attract them, impress them, and convert them to loyal customers. This template, designed by the authors of Blue Ocean Strategy: How to Create Uncontested Market Space and Make the Competition Irrelevant, will help you maximize value for you and your customers alike. Using the template’s four steps (divided into easy columns), you’ll easily evaluate your products in more innovative ways and make sure money is being spent in areas that really matter.

Blue Ocean 4 Actions Framework Template
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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.

Business Organizational Chart Template
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Corrective Action Plan Template

Works best for:

Project Management, Operations, Strategic Planning

For a manager or HR leader, it’s the least fun part of the job: Documenting an employee’s performance issues and talking about them directly to that employee. A corrective action plan makes that tough task a little easier by putting issues into a professional, written framework. That way the process, next steps, and details of the conversations are all clearly documented. This template will enable you to eliminate murky communication, align on expectations, and provide step-by-step instructions for your employee.

Corrective Action Plan Template
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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.

Cross Functional Flowchart
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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.

Cynefin Framework Template
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DMAIC Analysis Template

Works best for:

Agile Methodology, Design Thinking, Operations

Processes might not seem like the funnest thing to dive into and examine, but wow can it pay off—a more efficient process can lead to serious cost savings and a better product. That’s what DMAIC analysis does. Developed as part of the Six Sigma initiative, DMAIC is a data-driven quality strategy for streamlining processes and resolving issues. The technique is broken into five fundamental steps that are followed in order: Define, Measure, Analyze, Improve, and Control.

DMAIC Analysis Template
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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.

Euler Diagram Template
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Executive Summary Template

Works best for:

Leadership, Project Management, Documentation

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?

Executive Summary Template
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Floor Plan Template

Works best for:

Operations, Workshops

Maybe you’re planning a big occasion or event. Or maybe you’re arranging seating structures and traffic flows that are more permanent. Either way, creating a floor plan—an overhead scaled diagram of the space—is equal parts functional and fun. This template will let you visualize how people will move about the space and know quickly if the space will do what you need, before you commit time, money, or resources. And you’ll be able to get as detailed as you want—finding the right measurements and dimensions, and adding or removing appliances and furniture.

Floor Plan Template
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Funding Tracker Template

Works best for:

Kanban Boards, Operations

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.

Funding Tracker Template
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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.

Gap Analysis Template
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Hiring Process Template

Works best for:

Operations, Org Charts, Kanban Boards

Having a hiring process in place simplifies that process each step of the way, from 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.

Hiring Process Template
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Kaizen Report Template

Works best for:

Agile Methodology, Operations, Documentation

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.

Kaizen Report Template
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Stickies Packs Template

Works best for:

Brainstorming, Meetings, Workshops

Use Miro’s Stickies Packs template to facilitate your brainstorming and group sessions. Use them to organize your ideas, collaborate as a team, and encourage participation from everyone involved.

Stickies Packs Template
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Strategy Diamond

Works best for:

Leadership, Operations, Strategic Planning

To achieve key objectives, every business assembles a series of strategies. But what elements should you consider when building a strategy? A strategy diamond is a collection of elements forming a coherent business strategy. These elements include: Arenas, Differentiators, Vehicles, Staging, and Economic Logic. Most strategic plans focus on just one or two of these elements, creating gaps that might cause problems for your business later on. A strategy diamond can help you stay focused and ensure you’re fulfilling all of your business’s needs rather than one or two.

Strategy Diamond
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T-Chart Template

Works best for:

Ideation, Operations, Strategic Planning

T-Charts can help you compare and contrast two different ideas, group information into different categories, and prove a change through “before” and “after” analysis. T-Charts are visual organizational tools that enable you to compare ideas, so you can evaluate pros and cons, facts and opinions, strengths and weaknesses, or big-picture views versus specific details. Designers and content creators can use T-Charts to turn possibilities into actionable ideas. T-Charts are useful for discussing differences and similarities with your team or clients and can help you to reach a decision together.

T-Chart Template
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Team Meeting Agenda Template

Works best for:

Documentation, Team Meetings, Workshops

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.

Team Meeting Agenda Template
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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.

To-do List Template
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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.

Value Stream Map Template
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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.

Venn Diagram Template
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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's on Your Radar Template
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Organizational Chart Template

Works best for:

Org Charts, Operations, Mapping

Who makes up the team? What roles do they play? Who does each member report to? An organizational chart, or org chart, can answer it all at a glance. Ideal for onboarding new employees, these visual diagrams plot out company structure and the chain of command to help your team members understand reporting relationships, their role, and how they fit into the broader organization. Our template lets you choose your own chart structure and easily plot the connections between employees, roles, and departments.

Organizational Chart Template
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