Operations templates

What? So What? Now What? Template

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.

T-Chart Template

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.

Hiring Process Template

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.

Vision Board Template

Miro's Vision Board Template helps teams to bring their vision to life. From visual representation to real time collaboration, this template facilitates planning, execution, and achievement of any project's goals.

Status Report Template

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.

Sales Presentation Template

The Sales Presentation Template provides you with a straightforward, ready-to-go structure for your next sales pitch — all you need to do is plug in the information specific to your buyer and focus on your delivery.

Cynefin Framework Template

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.

PI Planning Template

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.

Syllabus Template

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.

Sales Plan Template

The Sales Plan Template streamlines and visualizes the sales process, providing unparalleled clarity and transparency across the entire sales pipeline. This visual clarity enhances team collaboration and enables sales leaders to quickly adapt strategies, driving the collective effort towards success.