SaaS Implementation Timeline
This template was created for Implementation/Professional Service Consultants to help them through their implementation process (from discovery to implementation + training).
In this template:
Discovery Checklist/Subtask Items:
Validate Scope of Work & Deliverables, potential roadblocks from client/implementation team, understand key stakeholders, etc.
Data Migration:
What is the process/mechanism for migrating data, what is the rollback plan if it is not successful, etc.
This template was created by ClickUp.
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Daily Stand-up Meeting Template
Works best for:
Agile Methodology, Meetings, Software Development
The entire team meets to review the day before and discuss the day ahead. These daily meetings, also known as “scrums,” are brief but powerful — they identify roadblocks, give each team member a voice, foster collaboration, keep progress on track, and ultimately keep teams working together effectively. This template makes it so easy for you to plan daily standups for your sprint team. It all starts with picking a date and time, creating an agenda, and sticking with the same format throughout the sprint.
User Story Map Template
Works best for:
Marketing, Desk Research, Mapping
Popularized by Jeff Patton in 2005, the user story mapping technique is an agile way to manage product backlogs. Whether you’re working alone or with a product team, you can leverage user story mapping to plan product releases. User story maps help teams stay focused on the business value and release features that customers care about. The framework helps to get a shared understanding for the cross-functional team of what needs to be done to satisfy customers' needs.
What? So What? Now What? Template
Works best for:
Agile Workflows, Retrospectives, Brainstorming
The What? So What? Now What? Framework empowers you to uncover gaps in your understanding and learn from others’ perspectives. You can use the What? So What? Now What? Template to guide yourself or a group through a reflection exercise. Begin by thinking of a specific event or situation. During each phase, ask guiding questions to help participants reflect on their thoughts and experience. Working with your team, you can then utilize the template to record your ideas and to guide the experience.
The Hot Air Balloon Retrospective
The Hot Air Balloon is a simple activity for helping the team identify things that makes them move faster, and things that slow them down.
Features Prioritization Tool
Works best for:
Agile
The Features Prioritization Tool offers a systematic approach to prioritizing product features based on criteria such as value, effort, and strategic alignment. It provides a structured framework for capturing, evaluating, and ranking feature ideas, enabling teams to make informed decisions about what to build next. With customizable scoring mechanisms and visual dashboards, this template empowers product teams to optimize their product roadmap and deliver maximum value to customers, driving competitiveness and market success.
I Like | I Wish | I Wonder
Works best for:
Agile
Feedback is a key part of any project development and crucial to the iterative process.