Process & workflow templates

Work Breakdown Structure Template

A work breakdown is a project management tool that lays out everything you must accomplish to complete a project. It organizes these tasks into multiple levels and displays each element graphically. Creating a work breakdown is a deliverable-based approach, meaning you’ll end up with a detailed project plan of the deliverables you must create to finish the job. Create a Work Breakdown Structure when you need to deconstruct your team's work into smaller, well-defined elements to make it more manageable.

Entity Relationship Diagram Template

Sometimes the most important relationships in business are the internal ones—between the teams, entities, and actors within a system. An entity relationship diagram (ERD) is a structural diagram that will help you visualize and understand the many complex connections between different roles. When will an ERD come in handy? It’s a great tool to have for educating and onboarding new employees or members of a team, and our template makes it so easy to customize according to your unique needs.

Swimlane Diagram Template

A swimlane diagram shows you which stakeholders are responsible for each area of your critical processes. You can use it to understand current processes or plan new ones.

Flowchart Template

Trying to explain a process or workflow to your team — or just wrap your head around it yourself? Sometimes the best way is to see it, and that’s when you create a flowchart. Using common shapes (generally just ovals, rectangles, diamonds, and arrows), a flowchart shows you the direction a process or workflow goes and the order of steps. Beyond giving you a clear understanding, you’ll also be able to see potential flaws and bottlenecks, which helps you refine and improve your process and create a better product more efficiently.

Value Stream Mapping Template

A value stream map can help you refocus your business on steps that actually provide value to your customers, cutting out wasteful and inefficient processes. With this template, you and your process team can collaborate on a value stream map today.

Value Chain Analysis Template

First coined by Harvard Business School professor Michael Porter, the value chain analysis helps your team evaluate your business activities so you can find ways to improve your competitive advantage. A value chain is a set of activities that a company performs in order to deliver a valuable product from start to finish. The analysis itself allows your team to visualize all the business activities involved in creating the product—and helps you identify inefficiencies, bottlenecks, and miscommunication within the process.

ICOR® Workflows

The ICOR® Workflows template offers a visual framework for documenting and optimizing business processes according to the ICOR® (Input, Control, Output, Resources) methodology. It provides elements for defining process inputs, controls, outputs, and resource requirements. This template enables organizations to streamline operations, enhance quality management, and achieve process excellence. By promoting systematic process documentation and analysis, the ICOR® Workflows template empowers organizations to optimize efficiency, minimize risks, and deliver value to stakeholders effectively.

Pyramid Diagram Template

A pyramid diagram is a perfect tool for demonstrating concepts that can be broken down into a layered hierarchy. Each level of the pyramid builds on the one before it, clearly illustrating how certain actions lead to specific results. The Miro Pyramid Diagram template is your tool for any and all pyramid illustrations.

GenAI Application Workflow

The GenAI Application Workflow template is a visual tool for mapping out the workflow of applications developed using GenAI. It provides elements for defining process steps, decision points, and data flows within the application. This template enables developers and project teams to visualize the application workflow, identify potential bottlenecks, and optimize the user experience. By promoting clarity and efficiency in application development, the GenAI Application Workflow empowers teams to deliver innovative and user-friendly applications effectively.

Annual Calendar Template

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.

Website Flowchart Template

A website flowchart, also known as a sitemap, maps out the structure and complexity of any current or future website. The flowchart can also help your team identify knowledge gaps for future content. When you’re building a website, you want to ensure that each piece of content gives users accurate research results based on keywords associated with your web content. Product, UX, and content teams can use flowcharts or sitemaps to understand everything contained in a website, and plan to add or restructure content to improve a website’s user experience.

Process Map Template

Process mapping allows you to assess, document, and strategize around any plan or approach your team has put in place. It’s a useful tool for eliminating or preventing blockers. Organized by stages, a process map enables your team to divide up a process or system and record deliverables and action items at each stage of the process. By breaking down the objectives, activities and deliverables at any stage of a project, you can gain insight into whether you are on track or effectively working through a problem.

Matrix Org Chart

The matrix org chart template organizes teams efficiently and promotes effective communication. It is an essential tool for businesses that require complex decision-making capabilities and rapid response times. With this template, people can easily visualize their roles, responsibilities, and relationships within the organization, leading to improved alignment and performance.

Onion Diagram Template

The Onion Diagram Template is a distinct tool designed to visually represent layers of a specific concept, system, or process, akin to the layers of an onion. Each concentric layer of the diagram provides insights into a different aspect or phase of the topic at hand, moving from the core foundational element outwards to more peripheral components. One of the prime benefits of this template is its ability to offer hierarchical clarity. Users can immediately discern the importance, sequence, or interrelation of different elements within a system, facilitating enhanced comprehension and efficient decision-making.

Spaghetti Diagram Template

Spaghetti diagrams are valuable for finding connections between assets, services, and products, as well as identifying dependencies in a visual way. Use this template to get an overview of a process and quickly find areas of improvement.

Schedule Template

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.

Project Schedule

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.

Cross Functional Flowchart

Have a quick look at everyone on a project and see exactly what they’ll contribute. That’s the clarity and transparency a cross-functional flowchart will give you. These are also called “swim lane” flowcharts because each person (each customer, client, or representative from a specific function) is assigned a lane—a clear line—that will help you visualize their roles at each stage of the project. This template will empower you to streamline processes, reduce inefficiencies, and make meaningful cross-functional relationships.

Objectives and Key Results (OKRs) Template

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.

Flowchart Template

Trying to explain a process or workflow to your team — or just wrap your head around it yourself? Sometimes the best way is to see it, and that’s when you create a flowchart. Using common shapes (generally just ovals, rectangles, diamonds, and arrows), a flowchart shows you the direction a process or workflow goes and the order of steps. Beyond giving you a clear understanding, you’ll also be able to see potential flaws and bottlenecks, which helps you refine and improve your process and create a better product more efficiently.

Stakeholder Mapping Template

A stakeholder map is a type of analysis that allows you to group people by their power and interest. Use this template to organize all of the people who have an interest in your product, project, or idea in a single visual space. This allows you to easily see who can influence your project, and how each person is related to the other. Widely used in project management, stakeholder mapping is typically performed at the beginning of a project. Doing stakeholder mapping early on will help prevent miscommunication, ensure all groups are aligned on the objectives and set expectations about outcomes and results.

Checklist Template

The Checklist Template is designed to organize and track tasks visually, offering workflow clarity. A key benefit of using this template is its potential to amplify collaboration, ensuring that all team members remain aligned and informed, paving the way for efficient project completion.

Customer Journey Mapping Template Pack

A customer journey map (CJM) is a visual representation of your customer’s experience. It allows you to capture the path that a customer follows when they buy a product, sign up for a service, or otherwise interact with your site. Most maps include a specific persona, outlines their customer experience from beginning to end, and captures the potential emotional highs and lows of interacting with the product or service. Use this template to easily create customer journey maps for projects of all kinds.

Precedence Diagram

The Precedence Diagram Template offers a visual tool that maps out project activities and their interrelated sequences. This diagram empowers teams to recognize and anticipate workflow structures by illustrating the connections and dependencies among tasks.

Product Roadmap Template

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.

Flat Org Chart Template

The flat org chart template provides a clear and visual representation of modern organizational structures that prioritize collaboration and horizontal relationships over complex hierarchical chains of command. One of the major advantages of using this template is that it promotes clarity and transparency, making it easy for organizations to showcase team configurations and ensure that all team members understand their roles in the larger context. This clarity fosters a more inclusive and collaborative environment, which aligns perfectly with contemporary organizational values. The template is a great tool for promoting effective communication and teamwork.

Timeline Workflow

A timeline is a visual tool that chronologically plots out projects step by step. It’s an ideal tool for your team to tell stories (such as an overview of events in your organization) and visualize your projects or processes. The Timeline Workflow template is perfect for any project that relies on visual content. You may find it beneficial to use with your team and also to share with other stakeholders or clients to keep them in the loop on your progress.

Workflow Template

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.