Sticky Notes

Lean Project Charter

The Lean Project Charter template provides a streamlined approach to defining project objectives, scope, and success criteria. It emphasizes clarity, brevity, and alignment with Lean principles, enabling teams to kickstart projects with focus and purpose. This template empowers teams to set clear goals, establish shared understanding, and align stakeholders, driving efficiency and effectiveness in project delivery. By promoting transparency and accountability, the Lean Project Charter sets the foundation for successful project execution and continuous improvement.

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.

The Storyboarding Workshop

Kick off your creative projects with the Storyboard Canvas template. This template is designed to help you map out your interactive video projects, providing a clear roadmap through branching scenarios. It's perfect for UX designers, marketers, and creative teams to visually organize and communicate the narrative flow. Use it to outline scenes, choices, and outcomes, ensuring every project element is accounted for and visually represented, making collaboration and brainstorming seamless.

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.

Product Development Phases

The Product Development Phases template assists product teams in managing and tracking product development stages effectively. By defining key phases such as ideation, design, development, and launch, this template provides a structured framework for project planning and execution. With sections for setting milestones, allocating resources, and tracking progress, it enables teams to streamline development processes and drive projects to successful completion. This template serves as a roadmap for navigating the complexities of product development and ensuring timely delivery of high-quality products.

Planning Schedule Template

Juggling multiple projects across different teams while trying to keep everyone aligned on deadlines? A planning schedule timeline template helps you visualize how company goals, department initiatives, and team projects connect across time. This multi-level template lets you map out everything from quarterly objectives to daily tasks, creating a single source of truth that shows dependencies, priorities, and progress at every level of your organization.

Affinity Diagram Template

You can use an affinity diagram to generate, organize, and consolidate information that comes out of a brainstorming session. Whether you’re building a product, working through a complex problem, establishing a process, or piecing apart an issue, an affinity diagram is a useful and simple framework that gives each team member the opportunity to pitch in and share their thoughts. But it’s not just ideal for brainstorms—this is a great template and tool when you need to reach consensus or analyze data such as survey results.

Likert Scale Template

It’s not always easy to measure complex, highly subjective data — like how people feel about your product, service, or experience. But the Likert scale is designed to help you do it. This scale allows your existing or potential customers to respond to a statement or question with a range of phrases or numbers (e.g., from “strongly agree” to “neutral,” to “strongly disagree,” or from 1 to 5). The goal is to ask your customer some specific questions to turn into easy-to-interpret actionable user insights.

User Flow Template

User flows are diagrams that help UX and product teams map out the logical path a user should take when interacting with a system. As a visual tool, the user flow shows the relationship between a website or app’s functionality, potential actions a user could take, and the outcome of what the user decides to do. User flows help you understand what a user does to finish a task or complete a goal through your product or experience.

Conversion Funnel Backlog Template

If you’re working on a product that has clear conversions, then it can help to structure your backlog around the conversion funnel to make sure you’re reaching your audience. Creating a conversion funnel backlog brings together information around potential pain-points in your funnel and opportunities for growth. Once you’ve identified that information, it becomes easier to prioritize. You and your team can use the conversion funnel backlog to focus on conversion, retention, and referral, or to tweak your workflow in more mature products.

Pros and Cons List Template

A pros and cons list is a simple but powerful decision-making tool used to help understand both sides of an argument. Pros are listed as arguments in favor of making a particular decision or action. Cons are listed arguments against it. By creating a list that details both sides of the argument, it becomes easier to visualize the potential impact of your decision. To make your pros and cons list even more objective, it can help to weight each pro and con against the others. You can then present your decision with confidence, making a strong argument for why it’s the right one.

Card Sorting Template

Card sorting is a brainstorming technique typically used by design teams but applicable to any brainstorm or team. The method is designed to facilitate more efficient and creative brainstorms. In a card sorting exercise, you and your team create groups out of content, objects, or ideas. You begin by labeling a deck of cards with information related to the topic of the brainstorm. Working as a group or individuals, you then sort the cards in a way that makes sense to you, then label each group with a short description. Card sorting allows you to form unexpected but meaningful connections between ideas.

SIPOC Template

A SIPOC diagram maps a process at a high level by identifying the potential gaps between suppliers and input specifications and between customers and output specifications. SIPOC identifies feedback and feed-forward loops between customers, suppliers, and the processes and jump-starts the team to think in terms of cause and effect.