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.

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.)

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.

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.

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.

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.

Workshop and Meeting Energizers

Begin every online session by engaging people right away with workshops and meeting energizers.

HEART Framework Template

Happiness, Engagement, Adoption, Retention, and Task Success. Those are the pillars of user experience — which is why they serve as the key metrics in the HEART framework. Developed by the research team at Google, this framework gives larger companies an accurate way to measure user experience at scale, which you can then reference throughout the product development lifecycle. While the HEART framework uses five metrics, you might not need all five for every project — choose the ones that will be most useful for your company and project.

Meet the Team Template

A Meet the Team page is the best way to introduce each member of the team or organizational leaders. It includes profile pictures and bios with their work experience, achievements, and social media links. The Meet the Team Template helps you design a page that genuinely reflects your team.

BCG Matrix Template

Use the BCG matrix template to make informed and strategic decisions about growth opportunities for your business. Assign your portfolio of products to different areas within the matrix (cash cows, dogs, question marks, stars) to prioritize where you should invest your time and money to see the best results.

Lean Coffee Template

What makes a great meeting (other than donuts)? It’s appreciating everyone’s skills, resources, and time by making the very best use of them. That’s what the Lean Coffee approach is designed to do. Great for team brainstorms and retrospectives, Lean Coffee breaks the meeting into three basic stages: what to discuss, what’s being discussed, and what’s been discussed. This template makes it easy for you to collect sticky notes and to update the columns as you go from topic to topic.

Design Research Template

A design research map is a grid framework showing the relationship between two key intersections in research methodologies: mindset and approach. Design research maps encourage your team or clients to develop new business strategies using generative design thinking. Originally designed by academic Liz Sanders, the framework is meant to resolve confusion or overlap between research and design methods. Whether your team is in problem-solving or problem space definition mode, using a research design template can help you consider the collective value of many unrelated practices.

Cynefin Framework Template

Companies face a range of complex problems. At times, these problems leave the decision makers unsure where to even begin or what questions to ask. The Cynefin Framework, developed by Dave Snowden at IBM in 1999, can help you navigate those problems and find the appropriate response. Many organizations use this powerful, flexible framework to aid them during product development, marketing plans, and organizational strategy, or when faced with a crisis. This template is also ideal for training new hires on how to react to such an event.

Product Roadmap Template

A product roadmap template is a strategic planning framework that helps product managers visualize feature development, prioritize initiatives, and communicate product strategy across teams. It captures key milestones, dependencies, and timelines in a visual format that keeps stakeholders aligned on priorities and delivery dates. The most effective product roadmap templates show clear relationships between features and how they build toward your product vision. Use this free template to create roadmaps that guide decision-making and drive product success instead of gathering digital dust.

Demo Presentation Template

Present your ideas confidently and professionally with this Demo Presentation Template. Use it to show potential and existing customers how your product or service works so they can fully appreciate its value.

Low-fidelity Wireframes Template

When you’re designing a site or building an app, the early stages should be BIG — seeing the big picture and communicating the big idea. Low fidelity wireframes empower you to see it and do it. These rough layouts (think of them as the digital version of a sketch on a napkin) help your teams and project stakeholders quickly determine if a design meeting meets your users’ needs. Our template lets you easily use wireframes during meetings or workshops, presentations, and critique sessions.