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.

Funding Tracker Template
Miro
0 likes
27 uses
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.
Production Workflow Template
Miro
1 likes
27 uses
Whether you’re producing a podcast, a marketing campaign, a TV show, or a piece of content, establishing a production workflow is crucial. A production workflow creates a visual guide to the different steps in a process. It can be used to train new team members or give a high-level overview to stakeholders. Although production workflows vary by team and business, they generally contain information about who the stakeholders are, how you brainstorm ideas, what your timeline looks like, and what resources you need to succeed.
PI Planning AI Template
Miro
1 likes
26 uses
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.
Corrective Action Plan Template
Miro
0 likes
26 uses
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.
Feature Planning Template
Miro
0 likes
25 uses
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.
Mountain Climbers Planning
Tiffany Nels
14 likes
25 uses
Monthly Budget Template
Miro
0 likes
25 uses
Cost-Benefit Analysis Template
Miro
0 likes
24 uses
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.
Daily Schedule Template
Miro
3 likes
24 uses
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.
Annual Event Planner Template
Miro
0 likes
23 uses
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.
Lesson Plan Template
Miro
2 likes
23 uses
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.
B2B Metrics Planning
Deanne Watt
10 likes
22 uses
Group Planning
Voltage Control
11 likes
22 uses
OGSM Template
Miro
1 likes
22 uses
The OGSM template provides a readable framework, systematically breaking down business strategies into Objectives, Goals, Strategies, and Measures. This structured approach ensures that overarching visions are translated into actionable plans, fostering alignment across different teams and initiatives. One standout benefit of using this template is its ability to offer clarity. By clearly delineating between broad objectives and specific measures, stakeholders can easily comprehend and stay focused on the most critical elements of a strategy, ensuring that all efforts are directed toward the desired outcomes.
AARRR Template
Miro
0 likes
22 uses
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.
Work / Life Balance Planner
Bryan Froud
12 likes
21 uses
T-Chart Template
Miro
0 likes
20 uses
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.
Working Backwards Template
Miro
1 likes
20 uses
Hiring Process Template
Miro
0 likes
19 uses
Product Brief Template
Miro
2 likes
18 uses
Ever feel like your brilliant product ideas get lost in translation between stakeholders? A product brief template gives you the structure to communicate your vision clearly, secure buy-in, and keep everyone aligned from concept to launch. This template helps you organize everything from user problems and proposed solutions to success metrics and timelines—all in one collaborative space that keeps your team moving forward together.
Planning Yearly Intentions
Katharine Carr
9 likes
18 uses
Multi-Pass Planning
Mitch Mikusek
4 likes
17 uses
Planning Prototyping Experiments
Floris van der Marel
12 likes
17 uses
Cross-Team Initiative Plan Template
Miro
1 likes
17 uses
A cross-team initiative plan timeline is a visual roadmap that connects the dots between different departments working toward a shared goal. It captures key milestones, tracks dependencies between teams, and provides program managers with the clarity they need to spot potential roadblocks before they derail product launches. Use this Timeline template to transform chaotic cross-departmental coordination into smooth, synchronized execution.
Next-Level Planning Experience
Valerie Katulka
8 likes
15 uses
Scope of Work Template
Miro
1 likes
15 uses
RAID Log Template
Miro
0 likes
14 uses
Quarterly Product Planning
Nicole
3 likes
14 uses
Estate Planning
JayC
9 likes
14 uses
Project Review AI Template
Miro
1 likes
13 uses
The Intelligent Project Review Template in Miro is a game-changer for project management. It combines AI-driven insights with interactive features to streamline the review process, making it more efficient and collaborative. One key benefit of this template is its ability to enhance team alignment. By providing a structured format for documenting timelines, hypotheses, target audiences, success metrics, and potential blockers, it ensures that all stakeholders are on the same page, fostering a shared understanding and confidence in the project's direction.
Data Planning Discovery Worksheet
Trility Consulting
7 likes
13 uses
2025 RTO Planner & Tracker
Roya Elison
4 likes
12 uses
Evidence Planning
DIY-Toolkit
3 likes
12 uses
OODA Loop Template
Miro
0 likes
12 uses
The OODA Loop template helps optimize decision-making processes by using four key stages- Observe, Orient, Decide, and Act. Its well-structured layout allows teams to systematically break down complex decisions, leading to a shared understanding of the decision-making workflow. One of the key benefits of the template is its ability to enhance collaboration. Teams can seamlessly contribute to and iterate upon the decision-making cycle in real time, resulting in more informed decisions and a more efficient process. The template provides a clear and visual representation of each stage, accelerating the decision-making process and fostering a collaborative environment where teams can work together to navigate challenges and make well-informed decisions.
Research Plan Template
Miro
0 likes
11 uses
A research plan template helps you organize and execute user research projects from start to finish. It captures everything from research objectives and methodology to participant details and success criteria in one collaborative space. Instead of juggling scattered documents, emails, and spreadsheets, this template creates a single source of truth that keeps your entire research team aligned and stakeholders informed throughout the process.
Project Review Template
Miro
0 likes
7 uses
The Intelligent Project Review Template in Miro is a game-changer for project management. It combines AI-driven insights with interactive features to streamline the review process, making it more efficient and collaborative. One key benefit of this template is its ability to enhance team alignment. By providing a structured format for documenting timelines, hypotheses, target audiences, success metrics, and potential blockers, it ensures that all stakeholders are on the same page, fostering a shared understanding and confidence in the project's direction.

Still haven't found your dream template?

Request it from the community.

Request a template

Explore more

About the Planning Template Collection

Miro's planning template collection is designed to streamline your strategic and project planning processes. Whether you're crafting a business plan, mapping out a project, or developing a strategic planning framework, our templates provide a structured approach to help you achieve your goals. With a variety of templates tailored for different planning needs, you can easily find the right tool to visualize your plans and collaborate with your team.

Why you'll love our planning templates

Versatility: Our collection includes templates for various planning scenarios, such as business plan templates, project plan templates, and strategic planning frameworks. This versatility ensures that you have the right template for any planning task.
Ease of use: Miro's intuitive interface makes it easy to customize templates to fit your specific needs. You can quickly add, remove, or modify elements to create a plan that works for you.
Collaboration: Miro's collaborative features allow team members to work together in real time, making it easier to gather input, share ideas, and make decisions. This fosters a more inclusive and efficient planning process.
Visual clarity: Our templates are designed to help you visualize complex plans clearly and effectively. This visual approach aids in better understanding and communication of your plans.

How to use the planning templates in Miro

Select a template: Browse through our planning template collection and choose the one that best fits your needs. Whether you need a business plan template, a project plan template, or a strategic planning framework, we have you covered.
Customize your template: Use Miro's drag-and-drop interface to customize the template. Add your specific details, adjust the layout, and include any additional elements that are relevant to your plan.
Collaborate with your team: Invite team members to join your Miro board. They can add comments, make edits, and contribute ideas in real time, ensuring that everyone is on the same page.
Finalize and share: Once your plan is complete, you can share it with stakeholders by exporting it as a PDF or sharing a link to the Miro board. This makes it easy to present your plan and gather feedback.

Use Miro's planning templates to enhance your planning processes, improve collaboration, and achieve your strategic goals more effectively, whether you're looking for calendar templates to organize schedules or online weekly planner templates to track tasks and priorities.