Process & workflow templates

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.

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.

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.

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.

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.

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.

API Development Template

Scattered API documentation living in different tools while your endpoints multiply faster than you can document them? This visual API development template brings structure to the chaos. Map your complete API workflow from initial planning through deployment, identify potential issues early, and create documentation that actually stays current. Perfect for engineering teams who want to ship better APIs without the usual documentation headaches. Use this template to create comprehensive API plans using Miro's advanced Diagrams format.

Roles and Responsibilities Template

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.

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.

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.

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.