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.
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.
PERT Chart Template
Works best for:
Mapping, Project Planning
A Program Evaluation and Review Technique (PERT) diagram is used to plan projects efficiently. They help you set a clear timeline, plan out tasks and dependencies, and determine a critical path.
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.
Workflow Diagram Template
Works best for:
Diagramming, Mapping, Process mapping
The Workflow Diagram Template maps out and represents processes or systems using standardized symbols and shapes. By delineating the various steps or stages in a process, it ensures that tasks flow seamlessly from initiation to completion. One of the standout benefits of using this template is its clarity. By translating processes into a visual format, all participants can gain a comprehensive understanding at a glance, eliminating confusion and ensuring everyone is on the same page. This clarity not only promotes efficient task execution but also fosters collaboration among team members.
Value Stream Mapping 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.
3-Circle Venn Diagram
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.
Decision Tree Template
Works best for:
Decision Making, Mind Mapping, Diagrams
Making difficult decisions gets easier when you can look clearly at your choices and visualize the outcomes. That’s just what a decision tree will help you do, empowering you to invest your time and money with confidence. A decision tree is a flowchart that looks just how you’d imagine—with “branches” that represent your available choices. It provides a stylized way to play out a series of decisions and see where they lead before you commit your real-world resources, which is especially valuable for startups and smaller companies.
Stakeholder Mapping 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.
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.
SOP Template
Works best for:
Business Planning
The SOP (Standard Operating Procedure) Template enhances efficiency, transparency, and collaboration within your organization. Take your operations to the next level, streamlining your business processes.
Supply and Demand Graph Template
Works best for:
Market Research, Mapping, Diagrams
How do you price your product so that you make a profit while keeping customers and manufacturers happy? By finding a fair price. A supply and demand diagram is a graph that visualizes how much demand there is for your product and how many products you need. This, in turn, helps you with product pricing.
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.
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.
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.
Porter's Five Forces Template
Works best for:
Leadership, Strategic Planning, Market Research
Developed by Harvard Business School professor Michael Porter, Porter’s Five Forces has become one of the most popular and highly regarded business strategy tools available for teams. Use Porter’s Five Forces to measure the strength of your current competition and decide which markets you might be able to move into. Porter’s Five Forces include: supplier power, buyer power, rivalry among existing competitors, the threat of substitute products or services, the threat of substitute products and services, and the threat of new entrants.
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.
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.
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.
Strategy Diamond Template
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.
Target Audience Template
Works best for:
Marketing, Desk Research, Prioritization
Understanding your target audience is vital to business success. How can you market yourself effectively if you don’t know who you’re targeting? Using the Target Audience template, you can review valuable data about who your customers are and what they want from your product or service.
Financial Presentation Template
Works best for:
Presentations
A financial presentation informs relevant team members of a company’s economic situation. Show your company’s progress toward future financial objectives with this customizable Financial Presentation Template.
Go-to-Market Strategy Template
Works best for:
Marketing, Desk Research, Strategic Planning
It doesn’t matter how innovative or effective a new product is — if it doesn’t get noticed and adopted by the right audience, the product won’t get off the ground. That’s where your Go-to-Market Strategy comes in. It’s a single resource that houses all of your research, insights, and data, and includes your business plan, target audience, marketing approach, and sales strategy. A GTM is especially important for any startups who grow fast, have to make split-second decisions, and have to be fully in sync.
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.
Jobs to be Done template
Works best for:
Ideation, Design Thinking, Brainstorming
It’s all about a job done right — customers “hire” a product or service to do a “job,” and if it's not done right, the customer will find someone to do it better. Built on that simple premise, the Jobs To Be Done (JTBD) framework helps entrepreneurs, start-ups, and business managers define who their customer is and see unmet needs in the market. A standard job story lets you see things from your customers’ perspective by telling their story with a “When I…I Want To…So That I …” story structure.
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.
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.
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.
Business Model Canvas Template
Works best for:
Leadership, Agile Methodology, Strategic Planning
Your business model: Nothing is more fundamental to who you are, what you create and sell, or ultimately whether or not you succeed. Using nine key building blocks (representing nine core business elements), a BMC gives you a highly usable strategic tool to develop and display your business model. What makes this template great for your team? It’s quick and easy to use, it keeps your value proposition front and center, and it creates a space to inspire ideation.
Workflow Template
Works best for:
Project Management, Workflows
The digital world requires collaboration, and better collaboration leads to better results. A workflow is a project management tool that allows you to sketch out the various steps, resources, timeline and roles necessary to complete a project. It can be used on any multi-step project, whether it’s a business process or otherwise, and is ideal for plotting out the tangible actions you’ll need to take to achieve a goal and the order in which you need to complete those actions.
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.
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.
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.
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.
Syllabus Template
Works best for:
Education
A Syllabus is a brief guide to your course, including expectations for your students, readings they will complete throughout the course, and a mission statement or course description. The Syllabus outlines any policies your students should follow during the course, rules and regulations that apply to them, and anything else your students should know. A Syllabus is a valuable tool for orienting your students, and it’s important the syllabus be clear and easy to follow. Use the Syllabus template to streamline the process of creating a simple, intuitive syllabus for your course.
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.
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.
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.
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.
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.
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.
Work Breakdown Structure Template
Works best for:
Project Management, Mapping, Workflows
A work breakdown is a project management tool that lays out everything you must accomplish to complete a project. It organizes these tasks into multiple levels and displays each element graphically. Creating a work breakdown is a deliverable-based approach, meaning you’ll end up with a detailed project plan of the deliverables you must create to finish the job. Create a Work Breakdown Structure when you need to deconstruct your team's work into smaller, well-defined elements to make it more manageable.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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?
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.
UX Research Plan Template
Works best for:
Market Research, Desk Research, User Experience
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.
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.
Project Timeline Template
Works best for:
Project Management
The Project Timeline Template simplifies project management. Illustrating tasks, milestones, and deliverables on a calendar visually shows teams a project's progression. One of its standout benefits is its ability to foster clarity. With this template, project milestones are translated into an easily digestible format, enabling team members to quickly comprehend the entirety of the project's scope and sequence, thereby enhancing productivity and reducing potential misunderstandings.
Production Timeline Template
Works best for:
Project Management
The Production Timeline Template is a visual roadmap, systematically outlining the sequence of activities, tasks, and milestones of a project over a defined timeframe. This graphical representation ensures clarity and direction for project teams, allowing everyone to see the project's entirety in one consolidated view. One of its standout benefits is fostering team alignment. By visually laying out tasks and deadlines, team members clearly understand their roles, responsibilities, and timelines, ensuring harmonious collaboration and reducing potential miscommunication or overlaps. This alignment streamlines the workflow and significantly enhances overall project efficiency.
Schedule Template
Works best for:
Project Management
The schedule template streamlines time management. Whether plotting out tasks for a detailed project or simply organizing daily routines, its user-friendly design accommodates diverse scheduling needs quickly. A standout benefit of this template is its exceptional flexibility; users can seamlessly adjust timeframes from hours to weeks, ensuring that their schedule remains adaptable and precise, catering to ever-evolving requirements.
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.
Organization & Process Mapping
Works best for:
Org Charts, Operations, Mapping
The Organization & Process Mapping template facilitates the analysis and optimization of organizational processes. By visualizing process flows, bottlenecks, and handoffs, this template helps teams identify inefficiencies and streamline workflows. With sections for documenting process steps and improvement opportunities, this template empowers teams to implement process enhancements and drive operational excellence.
Organizational Change Map
Works best for:
Org Charts, Operations, Mapping
The Organizational Change Map template helps teams navigate organizational change effectively. By visualizing change initiatives, stakeholders, and timelines, this template facilitates change planning and communication. With sections for documenting change impacts and mitigation strategies, this template empowers teams to manage change proactively and minimize disruption.
Collaboration Cosmos Team Charter
Works best for:
Org Charts, Operations, Mapping
The Collaboration Cosmos Team Charter template fosters collaboration by defining team goals and values. By visualizing team dynamics and norms, this template aligns team members and promotes mutual understanding. With sections for setting collaboration guidelines and documenting team agreements, this template enhances communication and teamwork, enabling teams to achieve shared objectives effectively.
Organization & Accountability Chart
Works best for:
Org Charts, Operations, Mapping
The Organization & Accountability Chart template clarifies roles and accountabilities within teams or projects. By outlining key responsibilities and decision-making authority, this template fosters accountability and empowers individuals to contribute effectively. With customizable features for adding roles and defining accountability levels, this template promotes clarity and alignment across the organization.
Company Organization Chart
Works best for:
Org Charts, Operations, Mapping
The Company Organization Chart template enables clear visualization of hierarchical structures within an organization. It helps teams understand reporting lines, roles, and responsibilities, fostering transparency and alignment. With customizable features, such as color-coding and labeling, this template facilitates effective communication and decision-making across departments and levels.
Architect Organization Canvas
Works best for:
Org Charts, Operations, Mapping
The architecture organization canvas is a kind of business capability card specifically tailored to understanding and improving the architecture capability of an organization.
Cross Disciplinary Org Structure
Works best for:
Org Charts, Operations, Mapping
This template is for cross-disciplinary, distributed teams to show how teams are made up.
Fantasy Heroes - Team Charter
Works best for:
Org Charts, Operations, Mapping
The Fantasy Heroes Team Charter template offers a creative approach to team chartering. By framing team roles and objectives within a fantasy theme, this template engages team members and encourages collaboration. With sections for defining team missions and superpowers, this template fosters a sense of purpose and camaraderie, enhancing team motivation and productivity.
Org Topologies
Works best for:
Org Charts, Operations, Mapping
The Org Topologies™ template provides a comprehensive overview of organizational structures. By visualizing different topology models, such as hierarchical, matrix, or network structures, this template helps teams understand organizational dynamics and design effective structures. With examples and explanations of each topology, this template supports informed decision-making in organizational design.
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.
PI Planning Template
Works best for:
Agile Methodology, Strategic Planning, Software Development
PI planning stands for “program increment planning.” Part of a Scaled Agile Framework (SAFe), PI Planning helps teams strategize toward a shared vision. In a typical PI planning session, teams get together to review a program backlog, align cross-functionally, and decide on the next steps. Many teams carry out a PI planning event every 8 to 12 weeks, but you can customize your planning schedule to fit your needs. Use PI planning to break down features, identify risks, find dependencies, and decide which stories you’re going to develop.
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.
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.
Cross Functional Flowchart
Works best for:
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.
Service Blueprint Template
Works best for:
Desk Research, Operations, Market Research
The Service Blueprint template is a visual tool for designing and optimizing service experiences. It provides a structured framework for mapping customer journeys, identifying touchpoints, and aligning internal processes. This template enables teams to visualize the entire service ecosystem, uncover pain points, and innovate solutions to enhance customer satisfaction. By promoting customer-centricity and collaboration, the Service Blueprint empowers organizations to deliver exceptional service experiences and drive sustainable growth.
About Me Template
Works best for:
Meetings, Operations, Management
The About Me Template is a comprehensive tool designed to help individuals compile and present both personal and professional details. One of its standout benefits is the structured format, which not only ensures a polished and professional appearance but also lets users convey their narratives with clarity and consistency, making a memorable impression on viewers.
Org Unit Visual Guide
Works best for:
Org Charts, Operations, Mapping
Org Unit Visual Guide template offers a visual reference for understanding organizational units and their relationships. By mapping out departments, teams, and reporting lines, this template enhances clarity and transparency. With customizable features for adding annotations and descriptions, this template facilitates communication and alignment across organizational units.
Data Org Chart
Works best for:
Org Charts, Operations, Mapping
The Data Org Chart template provides a visual representation of data-related roles and relationships within an organization. By mapping out data management responsibilities and dependencies, teams can enhance data governance and improve collaboration. With features for customizing data roles and connections, this template empowers teams to optimize data processes and ensure data integrity and compliance.
Design Sprint Template
Works best for:
Desk Research, Sprint Planning, UX Design
Solve big challenges, create new products or improve existing ones with this Design Sprint Template. Build better products with innovative and faster processes.
V2MOM Salesforce Template
Works best for:
Meetings, Strategic Planning
Align goals and strategies across your organization with the Salesforce V2MOM Template. Bring everyone together towards the same goals.
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.
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