Planning

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

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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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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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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Design Brief Template

Design Brief Template

Identify the competitive landscape and your company’s relation to it with our Design Brief templ...

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Editorial Calendar Template

Editorial Calendar Template

Plan out your publication schedule and organize your editorial process.

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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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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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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 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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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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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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