roadmap

Salesforce Implementation Plan

The Salesforce Implementation Plan template offers a structured framework for planning and executing Salesforce deployment projects. By outlining key milestones, tasks, and dependencies, teams can ensure a smooth transition to the Salesforce platform. This template facilitates collaboration between IT and business teams, ensuring that implementation efforts are aligned with strategic objectives and deliver value to stakeholders.

Impact Mapping Template

When you’re building products and shipping goods (oh, and everything in between) there’s nothing more important than staying organized and on-task. Impact mapping is a great way to do it. This trusty product planning technique creates a graphical representation of all your goals and the steps it’ll take to reach each one — so you can clearly communicate with your teammates, align on business objectives, and build better roadmaps. Our template will help you do impact mapping for any type of project planning.

Root Cause Evaluation Template

When you first encounter a complex situation, it's not common to immediately delve into its underlying causes and effects. Often, we grasp the overall picture but fail to separate the problem from its surrounding circumstances. Root Cause Evaluation provides a method to better understand the interconnected factors that have contributed to the current situation.

Elevator Pitch Template

Elevator Pitch Boards are concise and effective tools to showcase your idea and generate interest from stakeholders. It's an opportunity to receive valuable feedback and ensure that your proposal aligns with your target audience's needs.