Planning

Simplify your workflows and optimize your daily routines with our collection of planning templates.

666 Roadmap Template

666 Roadmap Template

Plan your product vision and strategy over 6 weeks, 6 months, and 6 years.

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Action Plan Template

Action Plan Template

Keep track of steps to take, when to take them, and the resources you need.

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Agile Roadmap Template

Agile Roadmap Template

Make near-term decisions without compromising future work.

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Agile Transformation Roadmap Template

Agile Transformation Roadmap Template

Help your team embrace Agile methodology.

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Alignment Chart Template

Alignment Chart Template

This grid of images is characterized by goodness in rows and lawfulness in columns. Use the grid...

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Annual Calendar Template

Annual Calendar Template

Plan, record, and reflect on work 12 months into the future.

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Bull’s Eye Diagram Template

Bull’s Eye Diagram Template

Make better decisions by sorting items into a priority matrix.

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Buyer Persona Template

Buyer Persona Template

Define and target your ideal customers.

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Communications Plan template

Communications Plan template

Send a clear, effective message to your audience with our Communications Plan template.

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Conversion Funnel Backlog Template

Conversion Funnel Backlog Template

Identify potential pain points in your funnel and opportunity areas in your backlog.

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Corrective Action Plan Template

Corrective Action Plan Template

Plan for any undesirable actions, outcomes, or behaviors that occur in the workplace.

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Creative Brief template

Creative Brief template

Define requirements, goals and resources for creative projects to promote alignment.

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Cross-Functional Flowchart Template

Cross-Functional Flowchart Template

Uncover project bottlenecks and clarify team responsibilities.

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DFD Maker Template

DFD Maker Template

Represent the flow of data and model processes with a data flow diagram.

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DMAIC Template

DMAIC Template

Develop a roadmap with DMAIC to solve problems using a structured approach.

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DevOps Roadmap Template

DevOps Roadmap Template

Align development and operations teams to continuously improve products.

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Editorial Calendar Template

Editorial Calendar Template

Plan out your publication schedule and organize your editorial process.

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Event Planning Template

Event Planning Template

Coordinate all the key elements of your event with confidence and ease.

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FMEA Analysis Template

FMEA Analysis Template

Identify risks so you can optimize and stabilize business processes.

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Feature Planning Template

Create a clear and repeatable process for developing new features.

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Floor Plan Template

Floor Plan Template

Visualize and design a room arrangement for an upcoming occasion, event, or team bonding experie...

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Flowchart Template

Flowchart Template

Develop a step-by-step visual guide to different processes.

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Funding Tracker Template

Funding Tracker Template

Track your progress toward a fundraising goal with our Funding Tracker template.

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Gantt Chart Template

Gantt Chart Template

Keep track of all your tasks in this visual timeline.

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Idea Funnel Backlog Template

Idea Funnel Backlog Template

Maintain a single artifact to visualize and prioritize product features.

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Impact Mapping Template

Impact Mapping Template

Set business goals and outline how to achieve them.

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Impact effort matrix

Impact effort matrix

Clearly define the impact and effort of activities to help you and your team prioritize.

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Likert Scale Template

Likert Scale Template

Measure how customers feel about your brand or product to make improvements

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Meeting Organizer Template

Meeting Organizer Template

Organize and structure meetings to be more productive.

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Milestone Chart Template

Milestone Chart Template

Display all your project milestones in a visual timeline with our Milestone Chart template.

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Monthly Planner template

Monthly Planner template

Plan out your day, week, or month in a visual manner.

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One-on-one Meeting template

One-on-one Meeting template

Organize your one-on-one meetings to be more productive.

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Opportunity Solution Tree template

Opportunity Solution Tree template

Meet desired team outcomes with our Opportunity Solution Tree template.

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Organizational Chart Template

Organizational Chart Template

Create a visual guide to the structure of your organization.

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Outcome Mapping Template

Outcome Mapping Template

Visualize and consider all possible outcomes of a complex project.

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PI Planning Template

PI Planning Template

Break down features, identify dependencies and risks, and decide what stories to develop.

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Process Map Template

Process Map Template

Analyze and document your team’s processes and outcomes with our free Process Map template.

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Product Backlog Template

Product Backlog Template

Store and prioritize ideas and tasks.

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Product Development Roadmap Template

Product Development Roadmap Template

Track and align team contributions from product launch to maturity.

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Product Roadmap Template

Product Roadmap Template

Keep large, cross-functional product teams aligned around your product roadmap for successful pr...

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Production Workflow Template

Production Workflow Template

Map out the key steps in a process.

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Project Charter Template

Project Charter Template

Start projects off on the right foot with our free Project Charter template.

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Project Organizational Chart Template

Project Organizational Chart Template

Create a structure for the relationship of every individual carrying out a project.

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Project Planning Template

Project Planning Template

Create a source of truth for teams to visualize and reach project milestones.

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Project Scope Template

Project Scope Template

Define and manage project goals and objectives, on budget and on time.

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Project Status Report Template

Project Status Report Template

Compare the current state of your project against its projected plan.

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Prune the Product Tree Template

Prune the Product Tree Template

Organize and prioritize product feature requests from customers and internal stakeholders.

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RACI Matrix template

RACI Matrix template

Track responsibilities and ensure you have the right conversations with the right people.

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RAID Log template

RAID Log template

Identify the risks, assumptions, issues, and dependencies associated with a project.

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Risk Assessment Template

Risk Assessment Template

Minimize potential risks and keep your project or product development on track.

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SAFe ROAM Board Template

SAFe ROAM Board Template

Document and assess project risks honestly and transparently.

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SIPOC template

SIPOC template

Identify all the relevant elements of a process improvement plan.

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SMART Goals Template

SMART Goals Template

Stay focused and align your team according to the SMART method.

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Simple Project Plan Template

Simple Project Plan Template

Manage your team’s time, budget, and resources, to kick off project goals.

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Sitemap Template

Sitemap Template

Sitemaps are simple and effective visual tools that help you lay out the hierarchical structure ...

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Social Media Calendar Template

Social Media Calendar Template

Use social media as a strategic differentiator. Create a social schedule for Twitter, Facebook, ...

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Stakeholder Analysis Template

Stakeholder Analysis Template

Identify stakeholders and map them to the right communication plan.

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Status Report Template

Status Report Template

Keep track of your team’s status and resolve issues together.

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Strategic Planning Template

Strategic Planning Template

Create a comprehensive plan for the future with our Strategic Planning template.

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Swimlane Diagram Template

Swimlane Diagram Template

Clarify roles and replace lengthy written processes with visuals.

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T-Chart Template

T-Chart Template

Make better, faster decisions by organizing and comparing your ideas.

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Technology Product Canvas Template

Technology Product Canvas Template

Create alignment and clear expectations around the technical product roadmap.

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Technology Roadmap Template

Technology Roadmap Template

Plan and strategize for a technology adoption plan across your organization.

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Timeline Workflow Template

Timeline Workflow Template

Plan design activities and other creative projects, and manage them more effectively by structur...

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To-do List Template

To-do List Template

Organize, prioritize, and improve your work operations at an individual and team level.

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UML Diagram Template

UML Diagram Template

Visualize processes and software system structures.

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Value Stream Map template

Value Stream Map template

Define and optimize the various steps of delivering a product.

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Visual Story Map template

Visual Story Map template

Follow a step-by-step process to plan out your story.

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Weekly Planner Template

Weekly Planner Template

Plan your week, get organized, and keep track of tasks.

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What’s On Your Radar Template

What’s On Your Radar Template

Organize items by importance and track if your ideas are likely to solve a problem.

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Work Breakdown Structure Template

Work Breakdown Structure Template

Visualize the scope of work needed to complete a project.

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Workflow Template

Workflow Template

Easily collaborate on designs and track your status.

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Working Backwards Template

Working Backwards Template

Determine whether a new product or feature is worth building.

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