Process & workflow templates
Have an end-to-end overview of projects with our process and workflow templates collection. Create the big vision with an infinite canvas and simultaneously drill down to specific details all in one place to identify opportunities, bottlenecks, and improve efficiency.
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.
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.
Swimlane Diagram Template
Works best for:
Flowcharts, Diagrams, Workflows
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.
Strategic Group Mapping Template
Works best for:
Mapping, Strategy
The Strategic Group Mapping Template is a cutting-edge visual tool designed to translate the competitive landscape of their industry. By allowing users to plot entities based on distinct criteria, this template provides an at-a-glance view of market dynamics. One standout benefit of using this tool is its ability to identify clusters of competitors and market gaps, paving the way for businesses to strategically position themselves for optimal success.
Stakeholder Mapping Template
Works best for:
Business Management, Mapping, Workflows
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.
Project Review Template
Works best for:
Project Management, Project Review
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.
Cross Functional (Swimlane) Chart
Works best for:
Flowcharts, Mapping, Diagrams
The Cross Functional (Swimlane) Chart template offers a visual tool for mapping out processes or workflows with multiple stakeholders or functional areas. It provides swimlanes for organizing tasks and responsibilities by department or role. This template enables teams to visualize process flows, identify handoffs, and improve coordination and collaboration across functions. By promoting transparency and accountability, the Cross Functional (Swimlane) Chart empowers organizations to streamline workflows and drive cross-functional alignment effectively.
Swim Lane Diagram with Data
Works best for:
Flowchart, Mapping, Diagrams
The Swim Lane Diagram with Data template is a visual tool for illustrating processes or workflows with swimlanes that contain additional data or information. It provides elements for documenting process steps, timelines, and performance metrics within each swimlane. This template enables teams to analyze process efficiency, identify bottlenecks, and make data-driven decisions for process improvement. By combining visual clarity with data insights, the Swim Lane Diagram with Data empowers organizations to optimize workflows and drive continuous improvement effectively.
Checklist Template
Works best for:
Project Management, Task Management
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.
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.
Matrix Org Chart
Works best for:
Organizational Charts, Diagramming
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.
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.
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.
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.
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.
Entity Relationship Diagram Template
Works best for:
Flowcharts, Strategic Planning, Diagrams
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.
Flat Org Chart Template
Works best for:
Organizational Chart, Diagramming
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.
Website Flowchart Template
Works best for:
Flowcharts, Mapping, User Experience
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
Works best for:
Agile Methodology, Product Management, Mapping
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.
Root Cause Analysis (RCA) Template
Works best for:
Strategy, Planning
The Root Cause Analysis (RCA) Template is a structured tool that helps teams uncover the underlying reasons behind specific problems or events. By pinpointing and addressing these root causes, rather than just treating the symptoms, organizations can foster long-term solutions and prevent recurring challenges, leading to more efficient and sustainable operations.
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.
Flowchart Template
Works best for:
Flowcharts, Mapping, Diagrams
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.
Roles and Responsibilities Template
Works best for:
Organizational Chart, Organizational Design
The Roles and Responsibilities Template is a key tool, acting as a visual compass to guide teams in delineating and understanding every member's specific tasks within a project or organizational setting. Its standout benefit is its clarity, ensuring that each team member is aligned in their tasks, ultimately fostering enhanced collaboration. By eliminating potential ambiguities and misunderstandings about who does what, this template becomes an essential asset for teams aiming for efficiency, cohesiveness, and streamlined project execution. Whether for onboarding, day-to-day operations, or strategic planning, this template acts as a clear map to understand each team member’s responsibilities.
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.
Accountability Chart Template
Works best for:
Organizational Chart, Org Design
The Accountability Chart Template is a visual map detailing the various roles within an organization and the responsibilities tied to each. This systematic layout ensures clarity in defining duties and fosters a culture of accountability. A standout benefit of using this template is its capacity to eliminate role ambiguity. The Accountability Chart template ensures that every team member understands tasks by clearly depicting who is responsible for what. This leads to enhanced productivity and reduced task overlaps or missed assignments.
Agile Board Template
Works best for:
Agile Methodology, Meetings, Agile Workflows
Part of the popular Agile framework, an Agile Board is a visual display that allows you to sync on tasks throughout a production cycle. The Agile Board is typically used in the context of Agile development methods like Kanban and Scrum, but anyone can adopt the tool. Used by software developers and project managers, the Agile Board helps manage workload in a flexible, transparent and iterative way. The Agile template provides an easy way to get started with a premade layout of sticky notes customizable for your tasks and team.
Cross Functional Flowchart
Works best for:
Org Charts, Business Management
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.
Workflow Diagram Template
Works best for:
Diagramming, Mapping, Process mapping
The Workflow Diagram Template maps out and represents processes or systems using standardized symbols and shapes. By delineating the various steps or stages in a process, it ensures that tasks flow seamlessly from initiation to completion. One of the standout benefits of using this template is its clarity. By translating processes into a visual format, all participants can gain a comprehensive understanding at a glance, eliminating confusion and ensuring everyone is on the same page. This clarity not only promotes efficient task execution but also fosters collaboration among team members.
Spaghetti Diagram Template
Works best for:
Operations, Mapping, Diagrams
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.
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.
Timeline Workflow
Works best for:
Project Management, Flowcharts, Operations
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.
Value Stream Mapping Template
Works best for:
Project Management, Strategic Planning, Mapping
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.
Precedence Diagram
Works best for:
Diagramming, Mapping
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.
Value Chain Analysis Template
Works best for:
Leadership, Strategic Planning, Workflows
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.
Chain of Command Template
Works best for:
Organizational design, Org chart
The Chain of Command Template represents an organization's hierarchical structure, paving the way for enhanced clarity in roles and responsibilities. One of its standout benefits is the promotion of efficient communication. By clearly delineating the channels of authority and the reporting structure, team members can effortlessly identify the right people to approach with specific queries, concerns, or updates. This streamlined communication fosters better team collaboration and ensures that pivotal information reaches its intended destination promptly, driving overall organizational efficiency.
Production Workflow Template
Works best for:
Agile Workflows, Agile Methodology, Project Management
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.
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.
Onion Diagram Template
Works best for:
Diagramming, Mapping and Diagramming
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.
Pyramid Diagram Template
Works best for:
Business Management, Strategic Planning, Prioritization
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.
Work Breakdown Structure Template
Works best for:
Project Management, Mapping, Workflows
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.
ICOR® Workflows
Works best for:
Flowcharts, Diagrams, Mapping
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.
Canvas Playground Template
Works best for:
Templates
The canvas playground template is the ultimate way to explore all the features that make up Miro's Intelligent Canvas. This dynamic and interactive space is designed to help you get work done faster while engaging your team. From AI creation and Sidekicks to intelligent widgets, this template allows you to try it all and discover how these capabilities can streamline your workflow and enhance collaboration.
User Flows
The User Flows template offers a visual tool for mapping out the sequence of steps that users take to accomplish a specific task or achieve a goal within a digital product or service. It provides elements for documenting user interactions, screens, and decision points along the user journey. This template enables UX designers and product teams to understand user behaviors, identify pain points, and optimize the user experience effectively. By promoting user-centric design and empathy, the User Flows template empowers teams to create intuitive and engaging digital experiences that meet user needs and drive satisfaction.
BPMN Template by Pavel Kuksa
Works best for:
Diagramming
The BPMN Template, elements, and example template offers a comprehensive visual notation for modeling business processes using the Business Process Model and Notation (BPMN) standard. It provides elements for defining process flows, activities, and decision points. This template enables teams to document and analyze business processes systematically, facilitating process optimization and automation. By promoting standardization and clarity in process modeling, the BPMN template empowers organizations to improve efficiency, agility, and compliance in their operations.
Headcount Approval Process Flowchart
Works best for:
Flowcharts, Mapping, Diagrams
The Headcount Approval Process Flowchart template offers a visual framework for illustrating the steps and stages involved in the headcount approval process within an organization. It provides a structured framework for documenting approval workflows, roles, and decision points. This template enables HR professionals and managers to streamline the headcount approval process, ensure compliance, and improve transparency and accountability. By promoting clarity and efficiency, the Headcount Approval Process Flowchart empowers organizations to manage their workforce effectively and make informed staffing decisions.
BPMN 2.0
Works best for:
Diagramming
The BPMN 2.0 template offers a visual notation for modeling business processes using the Business Process Model and Notation (BPMN) standard. It provides elements for defining process flows, activities, and decision points. This template enables teams to document and analyze business processes systematically, facilitating process optimization and automation. By promoting standardization and clarity in process modeling, the BPMN 2.0 template empowers organizations to improve efficiency, agility, and compliance in their operations.
Customer Journey Mapping Template Pack
Works best for:
Mapping, User Experience, Workshops
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.
BPM
Works best for:
Diagramming
The BPM (Business Process Management) template is a visual tool for modeling, analyzing, and optimizing business processes. It provides a structured framework for documenting process flows, identifying bottlenecks, and improving efficiency. This template enables organizations to streamline operations, enhance productivity, and drive business performance. By promoting process transparency and agility, the BPM template empowers teams to achieve operational excellence and deliver value to stakeholders.
AHA! Moment Flowchart
Works best for:
Mapping, Flowcharts
The AHA! Moment Flowchart template offers a visual tool for mapping out the journey of users or customers and identifying key moments of realization or insight (AHA moments). It provides a structured framework for documenting user interactions, emotions, and pain points throughout their journey. This template enables teams to understand user experiences, identify opportunities for improvement, and enhance product or service offerings. By promoting empathy and customer-centric design, the AHA! Moment Flowchart empowers organizations to create meaningful and impactful user experiences effectively.
Project Management Flow Chart
Works best for:
Flowcharts, Diagrams, Mapping
The Project Management Flow Chart template offers a visual tool for planning and managing projects using flowchart diagrams. It provides elements for mapping out project phases, tasks, dependencies, and timelines. This template enables project managers and teams to visualize project workflows, identify critical paths, and track progress effectively. By promoting clarity and transparency, the Project Management Flow Chart empowers organizations to deliver projects on time, within budget, and according to specifications.
GenAI Application Workflow
Works best for:
Flowcharts, Mapping, Diagrams
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.
User Flow Example
Works best for:
Flowcharts, Mapping, Diagrams
The User Flow Example template offers a visual representation of a typical user flow within a digital product or service. It provides elements for documenting user interactions, navigation paths, and decision points along the user journey. This template enables UX designers and product teams to understand user behavior, identify pain points, and optimize the user experience. By providing a concrete example of user flow, the User Flow Example template serves as a valuable reference for designing intuitive and engaging digital experiences that meet user needs effectively.
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Sign up freeAbout the Process and Workflow Templates Collection
Miro's process and workflow templates collection is designed to streamline and improve the way teams collaborate and manage their projects. These templates provide a structured approach to mapping out processes, ensuring that every step is clearly defined and easily accessible. By leveraging these templates, teams can visualize complex workflows, identify inefficiencies, and implement improvements seamlessly. The collection includes a variety of templates tailored to different methodologies and industries, making it a versatile tool for any team looking to optimize their processes.
Why you'll love our process and workflow templates
Using Miro's process and workflow templates offers numerous benefits:
Standardization: Ensure consistency across projects by using predefined templates that align with best practices.
Efficiency: Save time by eliminating the need to create workflows from scratch. Templates provide a ready-made structure that can be quickly customized.
Collaboration: Enhance team collaboration with a shared visual workspace where everyone can contribute and stay aligned.
Transparency: Improve transparency by making all steps of the process visible to the entire team, which helps in tracking progress and identifying bottlenecks.
Flexibility: Adapt templates to fit the specific needs of your project or team, ensuring that they are always relevant and useful.
Integration: Seamlessly integrate with other tools and platforms, allowing for a more cohesive workflow.
How to use the process and workflow templates in Miro
Select a template: Once you've found a suitable template, click on it to preview its structure and components. If it meets your requirements, select it to create a new board based on this template.
Customize the template: Tailor the template to your specific project by adding, removing, or modifying elements. You can adjust the steps, add notes, and include any additional information that is relevant to your workflow.
Collaborate with your team: Invite team members to the board and assign roles or tasks. Use Miro's collaboration features, such as comments, mentions, and real-time editing, to work together efficiently.
Track progress: Monitor progress and ensure that all steps are being followed. Make adjustments as needed to keep the workflow on track.
Review and improve: After completing the workflow, take time to review the entire process with your team. Identify any areas that could be optimized or any steps that may have been missed. Use the feedback to refine the workflow template, ensuring it meets the evolving needs of your project. Regularly updating and improving your workflow templates will help maintain their effectiveness and relevance.
Miro's process and workflow templates are more than just tools; they are catalysts for team success. By providing a structured yet flexible framework, these templates empower teams to work more efficiently and collaboratively. They help in visualizing complex processes, ensuring everyone is on the same page, and fostering a culture of continuous improvement. With Miro, teams can streamline their workflows, enhance productivity, and ultimately achieve their goals more effectively.