Planning templates
Visually communicate complex projects with Miro's planning templates collection. Create one single source of truth and share it with stakeholders to address concerns, outline risks, and get buy-in. Put plans into action in a collaborative way.
Project Planning Mind Map
Works best for:
Planning, Mind Map
The Project Planning Mind Map Template offers clarity and strategic insight for efficient project management. Its intuitive color-coding functionality makes it easy for your team to navigate complex details easily. You can assign distinct colors to different project elements, promoting efficient decision-making and collaboration. With our mind map template, project planning becomes a seamlessly visual and insightful experience.
Daily Schedule Template
Works best for:
Planning, Project Management
The Daily Schedule Template is a vital tool for managing daily routines efficiently. It helps plan and organize tasks, appointments, and priorities with great precision. Its adaptability allows users to allocate time efficiently, adjust schedules as per changing priorities, and navigate the day with ease. With this template, individuals can integrate daily activities with their broader goals, contributing meaningfully to their overall success.
Monthly Schedule Template
Works best for:
Planning, Project Management
The Monthly Schedule Template is a flexible tool for long-term planning. It allows you to organize events, projects, and personal activities. You can easily adjust to accommodate changing priorities, unforeseen events, or long-term goals. This ensures sustained productivity and goal achievement.
Weekly Schedule Template
Works best for:
Planning, Project Management
The Weekly Schedule Template is a powerful tool that makes it easy for users to manage their time effectively. Specifically designed for weekly planning, this template provides a visual guide for organizing tasks, events, and activities. Its most notable feature is its ability to prioritize and allocate time systematically throughout the week. This unique flexibility ensures that users have a comprehensive overview of their schedule and can adjust it as needed to meet changing priorities and goals. With this template, people can achieve a well-organized and balanced week, promoting increased productivity and focus.
Budget Planning Template
Works best for:
Planning
A budget template is a comprehensive yet flexible framework that allows you to monitor and control your finances. With user-friendly functions and numerous customization options, this tool helps you create a budget tailored to your specific needs and goals. Whether new to budgeting or an experienced financial planner, a budget template is an excellent tool to help you manage finances effectively.
Project Tracking Template
Works best for:
Project Management, Visual Project Management, Planning
The Project Tracking Template is an all-inclusive solution to help you manage your projects more efficiently. This dynamic template allows you to easily organize, track, and collaborate on your projects. One of the key advantages of this template is its ability to provide enhanced visibility into project progress. By looking at the Kanban board, teams can quickly gain real-time insights into task statuses identify completed milestones, tasks in progress, and those requiring attention. This level of transparency facilitates informed decision-making and promotes accountability among team members, ensuring that everyone is aligned towards the project's successful completion.
Annual Event Planner Template
Works best for:
Planning, Project Management
Miro's Annual Event Planner Template is a powerful tool that can help you improve your organizational strategy and simplify the coordination and execution of events throughout the year. One of its main benefits is that it enables seamless collaboration among team members. The template provides a centralized space where everyone can contribute, discuss, and monitor progress in real-time, which promotes clear communication and speeds up decision-making processes. As a result, you can expect to deliver more successful and memorable events. Elevate your planning experience and unlock unparalleled teamwork with Miro's Annual Event Planner Template.
Digital Marketing Plan Template
Works best for:
Strategy, Planning, Marketing
Crafting an effective digital marketing strategy can be a daunting task, but the Digital Marketing Plan Template can make it easier for you. This tool allows you to map out every channel tactic and is particularly beneficial in fostering collaboration among team members in a centralized space. The template's clear structure and intuitive editing features ensure a well-defined digital marketing strategy while also encouraging real-time collaboration. With the ability to seamlessly collaborate, share insights, and collectively contribute, your team can create a dynamic and successful digital marketing plan.
Media Planning Template
Works best for:
Planning, Strategy, Marketing
The Media Planning Template is a comprehensive tool that helps professionals navigate the complexities of media strategy and event orchestration. This template provides a structured framework that includes event details such as date, location, and description, a systematic countdown to the event, a breakdown of various media types and channels, and key milestones to track week-by-week progress. One of the benefits of using this template is its user-friendly layout, which simplifies the planning process and ensures that every crucial aspect of a media event or campaign is visually represented and easily accessible. This promotes efficiency and helps to ensure that every critical detail is noticed.
Scenario Planning Template
Works best for:
Planning
The Scenario Planning Template simplifies the complex process of strategizing and envisioning various future scenarios. The template’s clear structure helps teams and individuals effectively navigate the multifaceted steps of project planning and execution. A standout benefit of this template is its capability to foster structured thinking. With its distinct sections ranging from definition to action, it ensures that ideas are organized coherently, promoting logical progression and reducing the chances of oversight, making the planning process both efficient and comprehensive.
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.
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.
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.
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.
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.
Simple Project Plan Template
Works best for:
Project Management, Strategic Planning, Project Planning
A simple project is a North Star for your team, helping them answer any big questions about the project. The project plan should describe the nature of the plan, why you’re doing it, how you’ll make it happen, how you’ll carry out each step of the process, and how long each step is projected to take. If you’re a project manager or team lead, use this template to start a simple project plan, which can then be adapted to suit internal team projects or external client partner projects.
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.
AARRR Template
Works best for:
Marketing, Strategic Planning, Project Planning
Sometimes called “Pirate Metrics” because of the name (go ahead, say it, it’s fun), AARRR is a valuable approach for startups to consider. That’s because AARRR stands for Acquisition, Activation, Retention, Referral, and Revenue—five key types of user behavior that are highly measurable and drive growth. Ask and answer the right questions around each of these five factors, and you’ll be able to establish clear goals and identify the best steps to help reach them.
Lesson Plan Template
Works best for:
Education
Use the Lesson Plan to inform everyone about assignments, get clarity when planning lessons, and align your student’s expectations. Many educators use the Lesson Plan template to organize their teaching material and assess learning experiences and insights into students’ progress and interests. The Lesson Plan is an excellent tool for giving students an overview of the learning plan and connecting deeper with the topics and the study sessions.
Feature Planning Template
Works best for:
Desk Research, Agile Methodology, Product Management
Features are what make a product or service fun, but adding new ones is no walk in the park. It takes many steps—ideating, designing, refining, building, testing, launching, and promoting—and just as many stakeholders. Feature Planning lets you put a smooth, sturdy process in place, so you can add a feature successfully, and spend less time and resources doing it. That makes our Feature Planning Template a smart starting point for anyone looking to add new product features, especially members of product, engineering, marketing, and sales teams.
Meeting Organizer Template
Works best for:
Meetings, Workshops, Project Planning
When it comes to ideas generated during a meeting, you want quantity AND quality. So why choose? Our meeting organizer template will maximize your meeting’s chances of yielding lots of great ideas. It will give you a simple, efficient way to design any activity (including meetings and daily planning) and make sure remote teammates know just what the meeting aims to accomplish. And you can give your meeting organizer power by connecting Miro to your favorite apps and services: Atlassian’s JIRA, Google Drive, Slack, Trello, DropBox and OneDrive.
Editorial Calendar Template
Works best for:
Marketing, Strategic Planning, Project Planning
If your company is like most, content is a big thing. You create more of it (and a lot faster) than you create almost anything else. It includes blogs, newsletters, social media posts, ads, and more—and it requires ideating, writing, editing, and publishing. That’s why every content team needs an editorial calendar. The template will let you easily create a calendar that empowers your team to plan strategically, keep things organized (by content type, writer, channel, and delivery date), and finalize/post all content on schedule.
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.
Project Planning Template
Works best for:
Project Management, Project Planning
A project plan is a single source of truth that helps teams visualize and reach project milestones. Project plans are most useful when you outline the project’s “what” and “why” to anyone who needs to give you project buy-in. Use a project plan to proactively discuss team needs; expectations; and baselines for timeline, budget, and scope. The plan will also help you clarify available resources before you kick off a project, as well as expected deliverables at the end of the project.
Project Proposal Template
Works best for:
Project Management, Documentation, Project Planning
For any type of project, the Project Proposal template can be a crucial step toward clarifying the context, goals, and scope of a project to get stakeholder buy-in. A project proposal outlines what you want to accomplish, your goals, and how you plan to achieve them. Generally, a project proposal gives the reader some context on the project, explains why it is important, and lists the actions that you will take to complete it. Project proposals have myriad uses. Often, businesses use project proposals to get external buy-in from a donor or outside stakeholder. But many companies draw up project proposals for internal buy-in too.
Project Scope Template
Works best for:
Project Management, Decision Making, Project Planning
A project scope helps you plan and confirm your project’s goals, deliverables, features, functions, tasks, costs, and deadlines. A project manager and team should develop a project scope as early as possible, as it will directly influence both the schedule and cost of a project as it progresses. Though project scopes will vary depending on your team and objectives, they generally include goals, requirements, major deliverables, assumptions, and constraints. Aim to include the whole team when you create a project scope to ensure everyone is aligned on responsibilities and deadlines.
Project Status Report Template
Works best for:
Project Management, Documentation, Project Planning
When a project is in motion, the project manager must keep clients and shareholders updated on the project’s progress. Rather than waste time with constant meetings, leaders can send out weekly or daily project status reports to keep everyone informed. You can use the Project Status Report Template to streamline the report creation and distribution process.
Communications Plan Template
Works best for:
Marketing, Project Management, Project Planning
You saw the opportunity. You developed the product. Now comes an important step: Find your audience and speak to them in a way that’s clear, memorable, and inspiring. You need a communications plan—a strategy for controlling your narrative at every stage of your business—and this template will help you create a good one. No need to build a new strategy every time you have something to communicate. Here, you can simplify the process, streamline your messaging, and empower you to communicate in ways that grow with your business.
Buyer Persona Template
Works best for:
Marketing, Desk Research, User Experience
You have an ideal customer: The group (or few groups) of people who will buy and love your product or service. But to reach that ideal customer, your entire team or company has to align on who that is. Buyer personas give you a simple but creative way to get that done. These semi-fictional representations of your current and potential customers can help you shape your product offering, weed out the “bad apples,” and tailor your marketing strategies for serious success.
Work Plan Template
Works best for:
Mapping, Project Planning
A work plan is essentially a roadmap for a project. It articulates the steps you must take to achieve the desired goal, sets demonstrable objectives, and establishes measurable deliverables. An effective work plan guides you throughout the project lifecycle, allowing you to realize an outcome by collaborating with your team. Although work plans vary, they generally contain four core components: goals, strategy, tactics, and deliverables.
Working Backwards Template
Works best for:
Desk Research, Strategic Planning, Product Management
Find out how to use the Working Backwards template to plan, structure, and execute the launch of a new product. Using the template, you’ll figure out if the product is worth launching in the first place.
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.
Milestone Chart Template
Works best for:
Project Management, Strategic Planning, Project Planning
When your team is collaborating on a large project, keeping track of the many tasks and multiple timelines can be a challenge. That’s why you need a milestone chart. These visual representations of important project events will make it simple for your team to stay on schedule and reach goals on time. And it’s so easy to get started — just determine the major milestones, use our template to create a milestone chart, and define the key dates and deliverables each milestone will require.
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.
RAID Log Template
Works best for:
Agile Methodology, Project Management, Agile Workflows
Use the RAID Log template to better understand potential risks, assumptions, issues, and dependencies relating to an upcoming project. With this information, you can make effective contingency plans and prepare your resources accordingly. You’ll know what could go wrong throughout the project and how to fix the problem.
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.
Weekly Planner Template
Works best for:
Business Management, Project Planning
A weekly planner is a schedule that outlines your plans and activities for the week ahead. It helps you manage your time, keep track of your tasks, and organize your team on a day-to-day basis. Unlike traditional planners, which are often non-customizable, this weekly planner can be modified to suit your specific needs.
Data Migration Plan Template
Works best for:
Data Migration, Planning
The Data Migration Plan Template is a useful tool for any data migration project, providing a simple and flexible structure. The template outlines the various stages of data migration and can be customized to meet the specific needs of your project. This ensures that the plan remains relevant and effective regardless of the scale or complexity of the migration.
Social Media Calendar Template
Works best for:
Project Planning, Marketing
Most businesses have a social media presence, but many of them aren’t using social media as a competitive differentiator. The Social Media Calendar template allows you to plan, schedule, and craft posts for LinkedIn, Twitter, Facebook, Instagram, and Pinterest, so you can leverage social media as a strategic tool to promote your brand. Use the Social Media Calendar template to plan out your social content a week, month, or quarter in advance. Collaborate with the marketing team, prepare for product launches and major initiatives, and share draft social posts.
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.
Quick Retrospective Template
Works best for:
Education, Retrospectives, Meetings
A retrospective template empowers you to run insightful meetings, take stock of your work, and iterate effectively. The term “retrospective” has gained popularity over the more common “debriefing” and “post-mortem,” since it’s more value-neutral than the other terms. Some teams refer to these meetings as “sprint retrospectives” or “iteration retrospectives,” “agile retrospectives” or “iteration retrospectives.” Whether you are a scrum team, using the agile methodology, or doing a specific type of retrospective (e.g. a mad, sad, glad retrospective), the goals are generally the same: discovering what went well, identifying the root cause of problems you had, and finding ways to do better in the next iteration.
OKR Planning Template
Works best for:
Strategic Planning, Meetings, Workshops
The OKR Planning template helps you turn exhaustive OKR sessions into dynamic and productive meetings. Use this template to make OKR planning more interactive, guiding your team through the session with creative Ice Breakers and Brainstorms, so you can co-create your OKRs and define the key results and action plans to achieve them.
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.
Product Roadmap Template
Works best for:
Product Management, Roadmaps
Product roadmaps help communicate the vision and progress of what’s coming next for your product. It’s an important asset for aligning teams and valuable stakeholders – including executives, engineering, marketing, customer success, and sales – around your strategy and priorities. Product roadmapping can inform future project management, describe new features and product goals, and spell out the lifecycle of a new product. While product roadmaps are customizable, most contain information about the products you’re building, when you’re building them, and the people involved at each stage.
Concept Map Template
Works best for:
Education, Mapping, Brainstorming
Use the concept map template to create new ideas, structure your thoughts, and bring your innovations to life. It allows you to explore connections between concepts and let your creativity flow in an organized format. As a result, you’re able to visualize how to bring your new ideas to reality and how various concepts relate to each other.
Communication Matrix Template
Works best for:
Project Management, Project Planning, Meetings
The Communication Matrix Template serves as a structured framework for businesses and projects to streamline their communication strategies. By mapping out types of communication, their purposes, mediums, frequencies, and intended audiences, the template ensures that every stakeholder remains informed and aligned. One of its key benefits is the enhanced clarity it brings. By laying out the specifics of each communication touchpoint, the matrix eliminates ambiguity, ensuring that all involved parties know exactly what to expect and when leading to more efficient collaboration and fewer misunderstandings.
Action Plan Template
Works best for:
Education, Project Management, Project Planning, Kanban
Why create an action plan? Long-term business strategies and goals are only good if you can make them a reality—by accomplishing every small task along the way. An action plan lists those tasks and lays them out in clear detail. It helps you keep everything in order, make sure nothing is missed, and get stakeholders on the same page to complete a project quickly and effectively. This template will help you write an action plan that’s SMART: Specific, Measurable, Actionable, Realistic, and Time-bound.
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.
Project Canvas Template
Works best for:
Project Management, Documentation, Project Planning
A project canvas is a management tool that helps you summarize, visualize, and share all necessary information about your project. It can be used by all team members—from facilitators to project management professionals—at every stage of project development. The project canvas template allows you to keep all stakeholders in the project development process in the loop. By using a single platform for all project-related discussions, you can build a clear project overview and improve collaboration.
Scope of Work Template
Works best for:
Project management, Planning
The Scope of Work Template from Miro brings structure, clarity, and efficiency to project planning. It's more than just a template—it's an adaptable and dynamic platform that adapts to your unique project needs. Join thousands of satisfied users and make the Scope of Work Template a part of your project management toolkit.
Monthly Budget Template
Works best for:
Project management, Planning
Miro's Monthly Budget Template is more than a budgeting tool; it's a step towards more strategic and efficient financial planning. Start today, and take control of your financial future, achieving your projects and goals.
Vision Board Template
Works best for:
Strategy & Planning, Product Development
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.
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.
Timeline Template
Works best for:
Project Management, Flowcharts, Project Planning
A timeline displays a chronological order of important dates, and scheduled events. Timelines help product managers, project managers, and team members tell visual stories about progress and obstacles. Timelines enable teams to see at a glance what happened before, what progress is happening now, and what needs tackling in the future. Projects or products with specific purpose or deliverables should be based on a timeline to be successful. Use the timeline as a shared reference for start dates, end dates, and milestones.
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.
3 Horizons of Growth Template
Works best for:
Leadership, Strategic Planning, Project Planning
Featured in The Alchemy of Growth, this model gives ambitious companies a way to balance the present and the future—in other words, what’s working in the existing business and what emerging, possibly-profitable growth opportunities lie ahead. Then teams across the organization can make sure that their projects map to and support the organization’s goals. The 3 Horizons of Growth model is also a powerful way to foster a culture of innovation—one that values and depends on experimentation and iteration—and to identify opportunities for new business.
PERT Chart Template
Works best for:
Mapping, Diagrams, 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.
Opportunity Canvas Template
Works best for:
Leadership, Decision Making, Strategic Planning
Features and capabilities — they make or break a product, which is why companies spend so much time and effort focusing on them. Sound like you? Try it with an Opportunity Canvas. This streamlined one-pager gives you and your team the power to improve your product by exploring the use cases, potential setbacks, strategies, challenges, and metrics. An Opportunity Canvas is ideal if you’ve already built a product, because you don’t need to consider the operational or revenue model.
Eisenhower Matrix Template
Works best for:
Leadership, Strategic Planning, Prioritization
Have an overwhelming list of to-dos? Prioritize them based on two key factors: urgency and importance. It worked for American president Dwight D. Eisenhower, and it can work for you—this decision-making framework will help you know where to start and how to plan your day. With our template, you can easily build an Eisenhower Matrix with a quadrant of key areas (Do, Schedule, Delegate, and Don’t Do) and revisit it throughout the day as your priorities change.
Market Segmentation Matrix Template
Works best for:
Marketing, Strategic Planning, Product Management
Successful, compelling marketing begins and ends with knowing your audience — who they are, where they are, and what they want and expect. A market segmentation matrix will help you understand them on a deeper level. This business tool divides your target market into subsets based on demographics, geography, needs, interests, psychographics, or behavioral characteristics. You can then use these insights and data to hit it out of the park, by building better product, sales, and marketing strategies. Our template lets you set up and populate a Market Segmentation Matrix with ease.
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.
Action Priority Matrix Template
Works best for:
Mapping
You and your teammates probably have more ideas than resources, which can make it difficult to prioritize tasks. Use an Action Priority Matrix to help choose the order in which you will work on your tasks, allowing you to save time and money and avoid getting bogged down in unnecessary work. An Action Priority Matrix is a simple diagram that allows you to score tasks based on their impact and the effort needed to complete them. You use your scores to plot each task in one of four quadrants: quick wins, major projects, fill-ins, and thankless tasks.
4 L's Retrospective Template
Works best for:
Retrospectives, Decision Making
So you just completed a sprint. Teams busted their humps and emotions ran high. Now take a clear-eyed look back and grade the sprint honestly—what worked, what didn’t, and what can be improved. This approach (4Ls stand for liked, learned, lacked, and longed for) is an invaluable way to remove the emotion and look at the process critically. That’s how you can build trust, improve morale, and increase engagement—as well as make adjustments to be more productive and successful in the future.
Pros and Cons List Template
Works best for:
Decision Making, Documentation, Strategic Planning
A pros and cons list is a simple but powerful decision-making tool used to help understand both sides of an argument. Pros are listed as arguments in favor of making a particular decision or action. Cons are listed arguments against it. By creating a list that details both sides of the argument, it becomes easier to visualize the potential impact of your decision. To make your pros and cons list even more objective, it can help to weight each pro and con against the others. You can then present your decision with confidence, making a strong argument for why it’s the right one.
Impact/Effort Matrix Template
Works best for:
Project Management, Strategic Planning, Prioritization
Growing organizations have countless to-do’s and only so many hours in a day (or weeks before a big launch) to get them done. That’s where an impact effort matrix comes in. It gives you a quick visual guide to help prioritize your tasks and know exactly what’s worth doing. Using our template, you can create a matrix that organizes your activities into four main categories: quick wins that are low effort, effort-intensive projects that provide long-term returns, fill-ins that are low effort but low value, and time-wasters.
Technology Roadmap Template
Works best for:
Agile Methodology, Roadmaps, Agile Workflows
A technology roadmap helps teams document the rationale of when, why, how, and what tech-related solutions can help the company move forward. Also known as IT roadmaps, technology roadmaps show teams what technology is available to them, focusing on to-be-scheduled improvements. They allow you to identify gaps or overlap between phased-out tech tools, as well as software or programs soon to be installed. From a practical point of view, the roadmap should also outline what kinds of tools are best to spend money on, and the most effective way to introduce new systems and processes.
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.
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.
Objectives and Key Results (OKRs) Template
Works best for:
Leadership, Strategic Planning, Project Planning
Clarity, focus, and structure — those are the key ingredients to feeling confident in your company’s directions and decisions, and an OKR framework is designed to give them to you. Working on two main levels — strategic and operational — OKRs (short for objectives and key results) help an organization’s leaders determine the strategic objectives and define quarterly key results, which are then connected to initiatives. That’s how OKRs empower teams to focus on solving the most pressing organizational problems they face.
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.
Burndown Chart Template
Works best for:
Project Management, Agile Workflows, Mapping
Whoa whoa whoa, pace yourself! That means knowing how much work is left—and, based on the delivery date, how much time you’ll have for each task. Perfect for project managers, Burndown Charts create a clear visualization of a team’s remaining work to help get it done on time and on budget. These charts have other big benefits, too. They encourage transparency and help individual team members be aware of their work pace so they can adjust or maintain it.
Cost-Benefit Analysis Template
Works best for:
Leadership, Decision Making, Strategic Planning
With so many day-to-day decisions to make—and each one feeling high-stakes—it’s easy for all the choices to weigh a business or organization down. You need a systematic way to analyze the risks and rewards. A cost benefit analysis gives you the clarity you need to make smart decisions. This template will let you conduct a CBA to help your team assess the pros and cons of new projects or business proposals—and ultimately help your company preserve your precious time, money, and social capital.
DevOps Roadmap Template
Works best for:
Documentation, Product Management, Software Development
DevOps teams are constantly creating code, iterating, and pushing it live. Against this backdrop of continuous development, it can be hard to stay abreast of your projects. Use this DevOps Roadmap template to get a granular view of the product development process and how it fits into your organization's product strategy. The DevOps Roadmap lays out the development and operations initiatives you have planned in the short term, including milestones and dependencies. This easy-to-use format is easily digestible for audiences such as product, development, and IT ops.
Strategy Map Template
Works best for:
Leadership, Strategic Planning, Mapping
How do your individual or team goals relate to an organization’s overall strategy? A Strategy Map is a stylized picture of your organization’s strategy and objectives. It’s powerful because it provides a clear visual guide to how these various elements work together. Strategy Maps can help align various different team goals with the overall strategy and mission. With the Strategy Map in place, teams can create set actionable, relevant KPIs. Strategy mapping is often considered part of the balanced scorecard (BSC) methodology, which is a strategic planning tool for setting overall team goals.
Job Map Template
Works best for:
Design, Desk Research, Mapping
Want to truly understand your consumers’ mindset? Take a look at things from their perspective — by identifying the “jobs” they need to accomplish and exploring what would make them “hire” or “fire” a product or service like yours. Ideal for UX researchers, job mapping is a staged process that gives you that POV by breaking the “jobs” down step by step, so you can ultimately offer something unique, useful, and different from your competitors. This template makes it easy to create a detailed, comprehensive job map.
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 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.
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.
Gantt Chart Template
Works best for:
Project Management, Mapping, Roadmaps
Simplicity, clarity, and power — that’s what make Gantt charts such a popular choice for organizing and displaying a project plan. Built upon a horizontal bar that represents the project progress over time, these charts break down projects by task, allowing the whole team to see the task status, who it’s assigned to, and how long it will take to complete. Gantt charts are also easily shareable among team members and stakeholders, making them great tools for collaboration.
Project Organizational Chart Template
Works best for:
Project Management, Documentation, Org Charts
When you’re embarking on a long, complex project, you will inevitably hit roadblocks and obstacles. It’s important to have your project organizational chart on hand to overcome those challenges. A project organizational chart is a visual diagram that illustrates who is on your team and the role they play in a given project. It documents the structure of the project organization, the hierarchy between team members, and the relationships between employees. Project organizational charts are useful tools for clarifying who does what, securing buy-in, and setting expectations for the group.
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.
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.
Event Brief Template
Works best for:
Meetings, Workshops, Project Planning
For most any organization, throwing a big deal event is…a big deal. An event can bring in publicity, new clients, and revenue. And planning it can require a substantial chunk of your overall resources. That’s why you’ll want to approach it like a high-stakes project, with clearly outlined goals, stakeholders, timelines, and budget. An event brief combines all of that information in a single source of truth that guides the events team, coordinator, or agency—and ensures the event is well-planned and well-executed.
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.
STAR Technique Template
Works best for:
Strategic Planning, Prioritization
Find out how to use the STAR interview method to identify the best candidate for the role. Interviewees can also use the STAR technique to prepare detailed and thorough responses during the interview.
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