Project kick off

Consulting Proposal Template

Use this Consulting Proposal Template to develop an active working relationship with your prospects. Show them what you do, what you can deliver for them, and why they should work with you.

Pugh Matrix Template

The Pugh Matrix Template is a powerful tool that enhances your decision-making process. It enables you to systematically compare and evaluate multiple options, leading to more informed and objective decisions. Using this template, you streamline your decision-making process, identify the best alternatives, and ultimately achieve better outcomes.

Meeting Agenda Template

A detailed, clear agenda — that’s what separates meetings that go completely off the rails from those where goals are met and things get done. So grab this template and set a meeting agenda that lays out expectations for before, during, and after the meeting. It’ll enable participants to get prepared beforehand and empower you to stay on-task and identify when the discussion is complete. (Tip: Plan ahead to send out your meeting agenda at least 24 hours before the meeting.)

Swimlane Flowchart Template

Ever watched a project stall because nobody knew whose turn it was to act? A swimlane flowchart eliminates the guesswork by visually organizing processes across departments, roles, or systems. Each "lane" represents a different actor, making it instantly clear who owns each step in your workflow. Use this template to bring transparency to complex multi-department processes, streamline handoffs, and keep everyone aligned on their responsibilities.

Rebranding Presentation

Out with the old, in with the new! Showcase your brand’s newly revised strategy with this dynamic Rebranding Presentation Template.

Prune the Product Tree Template

Prune the Product Tree (also known as the product tree game or the product tree prioritization framework) is a visual tool that helps product managers organize and prioritize product feature requests. The tree represents a product roadmap and helps your team think about how to grow and shape your product or service by gamifying feedback-gathering from customers and stakeholders. A typical product tree has four symbolic features: the trunk, which represents the existing product features your team is building; the branches, each of which represents a product or system function; roots, which are technical requirements or infrastructure; and leaves, which are new ideas for product features.

Sitemap Template

Building a website is a complex task. Numerous stakeholders come together to create pages, write content, design elements, and build a website architecture that serves a target audience. A sitemap is an effective tool for simplifying the website design process. It allows you to take stock of the content and design elements you plan to include on your site. By visualizing your site, you can structure and build each component in a way that makes sense for your audience.

Funding Tracker Template

For many organizations, especially non-profits, funding is their lifeblood—and meeting fundraising goals is a crucial part of carrying out their mission. A funding tracker gives them a powerful, easy-to-use tool for measuring their progress and staying on course. And beyond helping you visualize milestones, this template will give you an effective way to inspire the public to donate, and help you keep track of those donors. It’s especially useful when you have multiple donations coming from a variety of sources.