Strategy & planning templates
Propel your plans from strategy through to execution with templates for planning sessions, plan prioritization, visual presentations, and beyond. Visually map processes and have a shared understanding of what to do next.
2x2 Prioritization Matrix Template
Works best for:
Operations, Strategic Planning, Prioritization
Ready to set boundaries, prioritize your to-dos, and determine just what features, fixes, and upgrades to tackle next? The 2x2 prioritization matrix is a great place to start. Based on the lean prioritization approach, this template empowers teams with a quick, efficient way to know what's realistic to accomplish and what’s crucial to separate for success (versus what’s simply nice to have). And guess what—making your own 2x2 prioritization matrix is easy.
Buyer Persona Template
Works best for:
Marketing, Desk Research, User Experience
You have an ideal customer: The group (or few groups) of people who will buy and love your product or service. But to reach that ideal customer, your entire team or company has to align on who that is. Buyer personas give you a simple but creative way to get that done. These semi-fictional representations of your current and potential customers can help you shape your product offering, weed out the “bad apples,” and tailor your marketing strategies for serious success.
Async Roadmap Sharing
Works best for:
Roadmaps, Planning, Mapping
Async Roadmap Sharing template facilitates asynchronous collaboration on roadmap planning and execution. By providing a centralized platform for sharing updates, feedback, and insights, teams can ensure alignment and transparency across distributed teams. This template promotes flexibility and inclusivity, allowing team members to contribute to roadmap discussions at their own pace and asynchronously across different time zones.
Recruitment Strategy Roadmap
Works best for:
Roadmap, Planning, Mapping
The Recruitment Strategy Roadmap template helps organizations plan and execute their talent acquisition initiatives effectively. It provides a structured framework for identifying hiring needs, sourcing candidates, and evaluating recruitment channels. By aligning recruitment efforts with business objectives, organizations can attract and retain top talent, driving organizational growth and success.
Roadmap Mountain
Works best for:
Roadmap, Planning, Mapping
The Roadmap Mountain template provides a metaphorical framework for planning and visualizing project objectives and milestones. By depicting the journey towards achieving goals as a mountain ascent, teams can inspire motivation and focus. This template encourages collaborative goal-setting and fosters a sense of accomplishment as teams progress towards their summit. With clear milestones in sight, teams can stay motivated and track their progress effectively.
Communication Roadmap
Works best for:
Roadmap, Mapping, Planning
The Communication Roadmap template enables teams to plan and execute effective communication strategies. By outlining key messages, channels, and stakeholders, teams can ensure consistent and targeted communication throughout a project lifecycle. This template fosters alignment and transparency, enabling teams to engage stakeholders effectively and mitigate risks associated with miscommunication.
Cone Roadmap
Works best for:
Roadmap, Planning, Mapping
The Cone Roadmap template offers a visual representation of project timelines and dependencies, with a focus on narrowing scope over time. By starting with broad initiatives and gradually refining them into actionable tasks, teams can manage complexity and ensure alignment with strategic goals. This template promotes transparency and adaptability, empowering teams to respond effectively to changing priorities and market dynamics.
Strategic Technology Roadmap Worksheets
Works best for:
Roadmap, Planning, Mapping
We all know that technology commercialization success starts with the end in mind, a product with market viability.
Product Roadmap by Isa Serpa
Works best for:
Roadmapping, Planning
The Product Roadmap Framework template provides a structured approach for visualizing product development initiatives. By outlining key features, timelines, and dependencies, teams can communicate their product strategy effectively. This template facilitates stakeholder alignment and supports informed decision-making throughout the development lifecycle. With a clear roadmap in place, teams can prioritize initiatives and deliver value to customers efficiently.
Goals-based Roadmap
Works best for:
Roadmap, Planning, Mapping
The Goals-based Roadmap template enables teams to set clear objectives and chart a course for achieving them. By defining specific goals and milestones, teams can track progress and adapt their strategies accordingly. This template fosters accountability and transparency, ensuring that everyone is working towards common objectives. With a focus on outcomes, teams can prioritize initiatives that drive the greatest impact and value.
Community Building: A 5 Step Roadmap
Works best for:
Roadmap, Planning, Mapping
Use this five step process for building a community development roadmap.
RACI Matrix Template
Works best for:
Leadership, Decision Making, Org Charts
The RACI Matrix is an essential management tool that helps teams keep track of roles and responsibilities and can avoid confusion during projects. The acronym RACI stands for Responsible (the person who does the work to achieve the task and is responsible for getting the work done or decision made); Accountable (the person who is accountable for the correct and thorough completion of the task); Consulted (the people who provide information for the project and with whom there is two-way communication); Informed (the people who are kept informed of progress and with whom there is one-way communication).
Opportunity Canvas Template
Works best for:
Leadership, Decision Making, Strategic Planning
Features and capabilities — they make or break a product, which is why companies spend so much time and effort focusing on them. Sound like you? Try it with an Opportunity Canvas. This streamlined one-pager gives you and your team the power to improve your product by exploring the use cases, potential setbacks, strategies, challenges, and metrics. An Opportunity Canvas is ideal if you’ve already built a product, because you don’t need to consider the operational or revenue model.
Cost-Benefit Analysis Template
Works best for:
Leadership, Decision Making, Strategic Planning
With so many day-to-day decisions to make—and each one feeling high-stakes—it’s easy for all the choices to weigh a business or organization down. You need a systematic way to analyze the risks and rewards. A cost benefit analysis gives you the clarity you need to make smart decisions. This template will let you conduct a CBA to help your team assess the pros and cons of new projects or business proposals—and ultimately help your company preserve your precious time, money, and social capital.
PEST Analysis Template
Works best for:
Ideation, Strategic Planning, Business Management
No business operates inside a vacuum, so if you want to succeed, you have to successfully deal with local laws, government regulating bodies, the health of the local economy, social factors like the unemployment rate, average household income, and more. Use the PEST Analysis Template to help you explore how the world impacts your business and how you can work around it.
SMART Goals Template
Works best for:
Prioritization, Strategic Planning, Project Management
Setting goals can be encouraging, but can also be overwhelming. It can be hard to conceptualize every step you need to take to achieve a goal, which makes it easy to set goals that are too broad or too much of a stretch. SMART is a framework that allows you to establish goals in a way that sets you up for success. SMART stands for Specific, Measurable, Attainable, Relevant, and Timely. If you keep these attributes in mind whenever you set goals, then you’ll ensure your objectives are clear and reachable. Your team can use the SMART model anytime you want to set goals. You can also use SMART whenever you want to reevaluate and refine those goals.
Porter's Five Forces Template
Works best for:
Leadership, Strategic Planning, Market Research
Developed by Harvard Business School professor Michael Porter, Porter’s Five Forces has become one of the most popular and highly regarded business strategy tools available for teams. Use Porter’s Five Forces to measure the strength of your current competition and decide which markets you might be able to move into. Porter’s Five Forces include: supplier power, buyer power, rivalry among existing competitors, the threat of substitute products or services, the threat of substitute products and services, and the threat of new entrants.
Weekly Planner Template
Works best for:
Business Management, Project Planning
A weekly planner is a schedule that outlines your plans and activities for the week ahead. It helps you manage your time, keep track of your tasks, and organize your team on a day-to-day basis. Unlike traditional planners, which are often non-customizable, this weekly planner can be modified to suit your specific needs.
Communication Matrix Template
Works best for:
Project Management, Project Planning, Meetings
The Communication Matrix Template serves as a structured framework for businesses and projects to streamline their communication strategies. By mapping out types of communication, their purposes, mediums, frequencies, and intended audiences, the template ensures that every stakeholder remains informed and aligned. One of its key benefits is the enhanced clarity it brings. By laying out the specifics of each communication touchpoint, the matrix eliminates ambiguity, ensuring that all involved parties know exactly what to expect and when leading to more efficient collaboration and fewer misunderstandings.
Stakeholder Analysis Template
Works best for:
Project Management, Strategic Planning, Project Planning
Managing stakeholders is integral to completing a project on time and meeting expectations, so here’s how to use a stakeholder analysis to help. A stakeholder analysis empowers you to meet expectations and complete projects on time by identifying individuals, groups, and organizations with a vested interest in a program or process. In a typical stakeholder analysis, you’ll prioritize stakeholders based on their influence on a project and seek to understand how best to interface with them throughout the course of the project.
OKR Board for Product, UX and Engineering Teams
The OKR Board for Product, UX, and Engineering Teams template aligns cross-functional teams around common objectives using Objectives and Key Results (OKRs). By setting ambitious goals, defining measurable outcomes, and tracking progress collaboratively, this template fosters alignment and focus. With sections for defining team OKRs, prioritizing initiatives, and monitoring performance, it enables teams to work cohesively towards shared goals. This template serves as a catalyst for driving product innovation and delivering exceptional user experiences.
Scenario Planning Template
Works best for:
Planning
The Scenario Planning Template simplifies the complex process of strategizing and envisioning various future scenarios. The template’s clear structure helps teams and individuals effectively navigate the multifaceted steps of project planning and execution. A standout benefit of this template is its capability to foster structured thinking. With its distinct sections ranging from definition to action, it ensures that ideas are organized coherently, promoting logical progression and reducing the chances of oversight, making the planning process both efficient and comprehensive.
Eisenhower Matrix Template
Works best for:
Leadership, Strategic Planning, Prioritization
Have an overwhelming list of to-dos? Prioritize them based on two key factors: urgency and importance. It worked for American president Dwight D. Eisenhower, and it can work for you—this decision-making framework will help you know where to start and how to plan your day. With our template, you can easily build an Eisenhower Matrix with a quadrant of key areas (Do, Schedule, Delegate, and Don’t Do) and revisit it throughout the day as your priorities change.
SOP Template
Works best for:
Business Planning
The SOP (Standard Operating Procedure) Template enhances efficiency, transparency, and collaboration within your organization. Take your operations to the next level, streamlining your business processes.
Priority Matrix Template
Works best for:
Business Management, Strategic Planning, Prioritization
If you need a little more than a basic to-do list, then you’d probably benefit from a Priority Matrix. The Priority Matrix template is designed to help you determine which tasks are critical so you can focus on the most urgent needs. In a 2x2 matrix, input your priorities based on whether they must be completed with high or low urgency and are of high or low importance. Applicable to project management and personal management alike, use the Priority Matrix template to improve business processes, create efficiency, remove blockers, and reduce operational waste.
Go-to-Market GTM Template | Miro
Works best for:
Marketing, Desk Research, Strategic Planning
It doesn’t matter how innovative or effective a new product is — if it doesn’t get noticed and adopted by the right audience, the product won’t get off the ground. That’s where your Go-to-Market Strategy comes in. It’s a single resource that houses all of your research, insights, and data, and includes your business plan, target audience, marketing approach, and sales strategy. A GTM is especially important for any startups who grow fast, have to make split-second decisions, and have to be fully in sync.
Objectives and Key Results (OKRs) Template
Works best for:
Leadership, Strategic Planning, Project Planning
Clarity, focus, and structure — those are the key ingredients to feeling confident in your company’s directions and decisions, and an OKR framework is designed to give them to you. Working on two main levels — strategic and operational — OKRs (short for objectives and key results) help an organization’s leaders determine the strategic objectives and define quarterly key results, which are then connected to initiatives. That’s how OKRs empower teams to focus on solving the most pressing organizational problems they face.
Comparison Chart Template
Works best for:
Strategy
Eliminate wasted time and learn to make snap decisions both with your team and on your own. Comparison charts are perfect for collaboration, as they allow you to establish differences between ideas or products and get a full picture of the risks and benefits that come with them.
FMEA Analysis Template
Works best for:
Agile Methodology, Strategic Planning, Software Development
When you’re building a business or running a team, risk comes with the territory. You can’t eliminate it. But you CAN identify it and mitigate it, to up your odds of success. Failure Modes and Effects Analysis (FMEA) is a powerful tool designed to help you manage risk and potential problems by spotting them within a process, product, or system. And you’ll spot them earlier in your process—to let you sidestep costly changes that arise late in the game or, worse, after they’ve impacted your customers and their experience.
Fit Gap Analysis Template
Works best for:
Strategy, Planning, Management
The Fit Gap Analysis Template is a strategic tool designed to help teams and organizations identify discrepancies between their current state and desired outcomes. By visualizing these gaps, it offers a clear roadmap for improvement, allowing for a focused alignment of resources. One significant benefit of using this template is enhanced clarity; teams can visually discern where they currently stand and plot a precise path toward their goals, ensuring efficient decision-making and effective resource allocation.
5W1H Template
Works best for:
Strategy & Planning
The 5W1H Template is a strategic framework that clarifies complex situations or projects into six foundational questions: What, Who, Where, When, How, and Why. This methodological approach ensures a comprehensive understanding, encouraging teams to dissect and explore every aspect of a given challenge or project.
Fault Tree Analysis Template
Works best for:
Diagramming
The Fault Tree Analysis Template visually breaks down potential system malfunctions, highlighting complex causal relationships between faults. One of its standout benefits is its ability to enhance clarity in complex scenarios, allowing professionals to swiftly pinpoint root causes and prioritize interventions, ensuring a more streamlined approach to problem-solving.
666 Roadmap Template
Works best for:
Strategic Planning, Product Management
For most companies, especially startups, it’s important to keep two perspectives in mind when planning for the future: your plan and your vision. Your plan is a close-up view of what you want to accomplish in the near future, while your vision provides a zoomed-out view of what you hope to accomplish in the long term. The 666 Roadmap encourages you to plan for the future by thinking about the next 6 years, 6 months, and 6 weeks. Use this roadmap to strategize, think about what you want to build, and focus on a concrete plan for the upcoming quarter.
Product Discovery Kick Off Workshop
Works best for:
Product Managament, Planning
The Product Discovery Kick Off Workshop template accelerates the start of product discovery initiatives. By facilitating collaborative workshops, defining objectives, and establishing timelines, this template ensures that product discovery efforts are structured and focused. With sections for defining user personas, articulating problem statements, and setting success criteria, it guides teams through the initial stages of product discovery, laying the foundation for successful product development. This template serves as a catalyst for aligning teams and kick-starting product innovation journeys.
Goal Setting Template
Works best for:
Strategic Planning
The Goal Setting Template simplifies the process and fosters strategic thinking. It includes key fields such as goal articulation, rationale, action steps, and blockers. This promotes accountability with a "Date Started" field and a clear deadline. The template turns aspirations into actionable plans with a heightened sense of accountability.
Decision Tree Template
Works best for:
Decision Making, Mind Mapping, Diagrams
Making difficult decisions gets easier when you can look clearly at your choices and visualize the outcomes. That’s just what a decision tree will help you do, empowering you to invest your time and money with confidence. A decision tree is a flowchart that looks just how you’d imagine—with “branches” that represent your available choices. It provides a stylized way to play out a series of decisions and see where they lead before you commit your real-world resources, which is especially valuable for startups and smaller companies.
Project Organizational Chart Template
Works best for:
Project Management, Documentation, Org Charts
When you’re embarking on a long, complex project, you will inevitably hit roadblocks and obstacles. It’s important to have your project organizational chart on hand to overcome those challenges. A project organizational chart is a visual diagram that illustrates who is on your team and the role they play in a given project. It documents the structure of the project organization, the hierarchy between team members, and the relationships between employees. Project organizational charts are useful tools for clarifying who does what, securing buy-in, and setting expectations for the group.
Annual Calendar Template
Works best for:
Business Management, Strategic Planning, Project Planning
Plenty of calendars help you focus on the day-to-day deadlines. With this one, it’s all about the big picture. Borrowing from the grid structure of 12-month wall calendars, this template shows you your projects, commitments, and goals one full year at a time. So you and your team can prepare to hunker down during busy periods, move things around as needed, and celebrate your progress. And getting started is so easy—just name your calendar’s color-coded streams and drag stickies onto the start date.
Monthly Planner Template
Works best for:
Operations, Strategic Planning, Project Planning
To knock out every task and accomplish every goal for the month, it helps to take a big picture, 10,000 foot view of things—meaning a 30-day view. That’s why a monthly calendar can come in so handy, especially on bigger projects. Use our template to create a visual representation that helps you track and space out every deadline and to-do, both for individuals and full teams. You’ll even be able to customize it your way, with images, video, and sticky notes.
Stakeholder Mapping Template
Works best for:
Business Management, Mapping, Workflows
A stakeholder map is a type of analysis that allows you to group people by their power and interest. Use this template to organize all of the people who have an interest in your product, project, or idea in a single visual space. This allows you to easily see who can influence your project, and how each person is related to the other. Widely used in project management, stakeholder mapping is typically performed at the beginning of a project. Doing stakeholder mapping early on will help prevent miscommunication, ensure all groups are aligned on the objectives and set expectations about outcomes and results.
KPI Tree Template
Works best for:
Strategy & Planning
The KPI Tree Diagram is a visual tool that hierarchically illustrates an organization's objectives and breaks them down into their subsequent strategies, tactics, and measurable KPIs. By arranging these components in a tree-like structure, the diagram captures the interrelationships and dependencies between the overarching goals and the specific steps to achieve them.
Action Plan Template
Works best for:
Education, Project Management, Project Planning, Kanban
Why create an action plan? Long-term business strategies and goals are only good if you can make them a reality—by accomplishing every small task along the way. An action plan lists those tasks and lays them out in clear detail. It helps you keep everything in order, make sure nothing is missed, and get stakeholders on the same page to complete a project quickly and effectively. This template will help you write an action plan that’s SMART: Specific, Measurable, Actionable, Realistic, and Time-bound.
Decision Matrix Template
Works best for:
Strategy & Planning
The Decision Matrix Template is an intuitive visual tool for structuring and evaluating multiple choices against distinct criteria. Presenting options in a comparative layout helps distill complex decisions into a digestible format.
Project Timeline Template
Works best for:
Project Management
The Project Timeline Template simplifies project management. Illustrating tasks, milestones, and deliverables on a calendar visually shows teams a project's progression. One of its standout benefits is its ability to foster clarity. With this template, project milestones are translated into an easily digestible format, enabling team members to quickly comprehend the entirety of the project's scope and sequence, thereby enhancing productivity and reducing potential misunderstandings.
Ecomap Template
Works best for:
Strategy & Planning, Diagramming
The Ecomap Template illustrates the multifaceted relationships and environmental interactions encircling an individual or entity. Determine crucial patterns and dynamics by providing a clear and comprehensive visualization of how different systems intertwine and influence each other.
5S Template
Works best for:
Strategy and Planning, Productivity
The 5S Template offers a systematic framework based on the renowned 5S methodology: Sort, Set in order, Shine, Standardize, and Sustain. Originally derived from Japanese manufacturing practices, this template provides clear directions to help teams optimize workspaces. A standout benefit of using this template is its capacity to drastically improve efficiency. Every resource and tool is positioned for maximum productivity by guiding users through decluttering and organizing, reducing time wastage, and enhancing overall workflow.
Impact/Effort Matrix Template
Works best for:
Project Management, Strategic Planning, Prioritization
Growing organizations have countless to-do’s and only so many hours in a day (or weeks before a big launch) to get them done. That’s where an impact effort matrix comes in. It gives you a quick visual guide to help prioritize your tasks and know exactly what’s worth doing. Using our template, you can create a matrix that organizes your activities into four main categories: quick wins that are low effort, effort-intensive projects that provide long-term returns, fill-ins that are low effort but low value, and time-wasters.
SIPOC Template
Works best for:
Agile Methodology, Strategic Planning, Mapping
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.
Root Cause Analysis (RCA) Template
Works best for:
Strategy, Planning
The Root Cause Analysis (RCA) Template is a structured tool that helps teams uncover the underlying reasons behind specific problems or events. By pinpointing and addressing these root causes, rather than just treating the symptoms, organizations can foster long-term solutions and prevent recurring challenges, leading to more efficient and sustainable operations.
PDCA Template
Works best for:
Planning
The PDCA template provides a visually compelling representation of the Plan-Do-Check-Act cycle, a foundational management methodology. Structured around four primary segments, this template helps teams systematically address challenges, test solutions, assess outcomes, and make necessary refinements. Using the PDCA template fosters continuous improvement. By cycling through each phase repeatedly, organizations can perpetually refine their strategies, ensuring they always move towards optimal solutions and processes.
Production Timeline Template
Works best for:
Project Management
The Production Timeline Template is a visual roadmap, systematically outlining the sequence of activities, tasks, and milestones of a project over a defined timeframe. This graphical representation ensures clarity and direction for project teams, allowing everyone to see the project's entirety in one consolidated view. One of its standout benefits is fostering team alignment. By visually laying out tasks and deadlines, team members clearly understand their roles, responsibilities, and timelines, ensuring harmonious collaboration and reducing potential miscommunication or overlaps. This alignment streamlines the workflow and significantly enhances overall project efficiency.
Value Proposition Template
Works best for:
Strategy & Planning, Product Strategy
The Value Proposition Template is a framework that empowers businesses to articulate their offerings' core advantages. By breaking down an offering into its essential elements, this template ensures that stakeholders grasp the unique value a product or service brings to the market.
SWOT Analysis Template
Works best for:
Decision Making, Strategic Planning, Prioritization
When you’re developing a business strategy, it can be hard to figure out what to focus on. A SWOT analysis helps you hone in on key factors. SWOT stands for Strengths, Weaknesses, Opportunities, and Threats. Strengths and weaknesses are internal factors, like your employees, intellectual property, marketing strategy, and location. Opportunities and threats are usually external factors, like market fluctuations, competition, prices of raw materials, and consumer trends. Conduct a SWOT analysis whenever you want to explore opportunities for new businesses and products, decide the best way to launch a product, unlock your company’s potential, or use your strengths to develop opportunities.
Product / Market Fit Canvas Template
Works best for:
Market Research, Strategic Planning, Product Management
The product/market fit canvas template is used to help product teams meet customer and market needs with their product design. This template looks at a product in two dimensions: first, how the product fits user needs, and second, how the fully designed product fits within the market landscape. This combined metric understands a product holistically from the way customers use and desire a product, to the market demand. By comparing customer and product qualities side by side, users should better understand their product space and key metrics.
Competitive Analysis Template
Works best for:
Marketing, Decision Making
Developing a great product starts with knowing the lay of the land (meaning who you’re up against) and answering a few questions: Who are your competitors? How does your product or service compare? What makes you stand out? A competitive analysis will help find the answers, which can ultimately shape your product, value prop, marketing, and sales strategies. It’s a great exercise when a big business event is about to occur — like a new product release or strategic planning session.
OKR Planning Template
Works best for:
Strategic Planning, Meetings, Workshops
The OKR Planning template helps you turn exhaustive OKR sessions into dynamic and productive meetings. Use this template to make OKR planning more interactive, guiding your team through the session with creative Ice Breakers and Brainstorms, so you can co-create your OKRs and define the key results and action plans to achieve them.
Strategic Action Framework
Works best for:
Roadmap, Planning, Mapping
The Strategic Action Framework template provides a structured approach for developing and implementing strategic initiatives. By defining goals, strategies, and action plans, teams can align their efforts with organizational objectives and drive progress towards desired outcomes. This template fosters collaboration and accountability, ensuring that strategic initiatives are executed effectively and deliver measurable results.
User Journey Mapping Workshop
Works best for:
Customer Journey Map
The User Journey Mapping workshop offers a 90 minute + workshop template that helps your team collaborate virtually and create comprehensive user journey maps.
Start, Stop, Continue Template
Works best for:
Retrospectives, Meetings, Workshops
Giving and receiving feedback can be challenging and intimidating. It’s hard to look back over a quarter or even a week and parse a set of decisions into “positive” and “negative.” The Start Stop Continue framework was created to make it easier to reflect on your team’s recent experiences. The Start Stop Continue template encourages teams to look at specific actions they should start doing, stop doing, and continue doing. Together, collaborators agree on the most important steps to be more productive and successful.
Product Development Roadmap Template
Works best for:
Product Management, Software Development
Product development roadmaps cover everything your team needs to achieve when delivering a product from concept to market launch. Your product development roadmap is also a team alignment tool that offers guidance and leadership to help your team focus on balancing product innovation and meeting your customer’s needs. Investing time in creating a roadmap focused on your product development phases helps your team communicate a vision to business leaders, designers, developers, project managers, marketers, and anyone else who influences meeting team goals.
Technology Roadmap Template
Works best for:
Agile Methodology, Roadmaps, Agile Workflows
A technology roadmap helps teams document the rationale of when, why, how, and what tech-related solutions can help the company move forward. Also known as IT roadmaps, technology roadmaps show teams what technology is available to them, focusing on to-be-scheduled improvements. They allow you to identify gaps or overlap between phased-out tech tools, as well as software or programs soon to be installed. From a practical point of view, the roadmap should also outline what kinds of tools are best to spend money on, and the most effective way to introduce new systems and processes.
Product Roadmap Template
Works best for:
Product Management, Roadmaps
Product roadmaps help communicate the vision and progress of what’s coming next for your product. It’s an important asset for aligning teams and valuable stakeholders – including executives, engineering, marketing, customer success, and sales – around your strategy and priorities. Product roadmapping can inform future project management, describe new features and product goals, and spell out the lifecycle of a new product. While product roadmaps are customizable, most contain information about the products you’re building, when you’re building them, and the people involved at each stage.
Thematic Roadmapping (Vision & Strategy)
Works best for:
Roadmap, Planning, Mapping
The Thematic Roadmapping (Vision & Strategy) template empowers organizations to align their vision with actionable strategies. By identifying key themes and strategic objectives, teams can develop a roadmap that guides decision-making and resource allocation. This template facilitates cross-functional collaboration and ensures that initiatives are aligned with overarching goals, leading to more focused and impactful execution.
Working Backwards Template
Works best for:
Desk Research, Strategic Planning, Product Management
Find out how to use the Working Backwards template to plan, structure, and execute the launch of a new product. Using the template, you’ll figure out if the product is worth launching in the first place.
Pugh Matrix Template
Works best for:
Strategy, Planning
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.
Startup Canvas Template
Works best for:
Leadership, Documentation, Strategic Planning
A Startup Canvas helps founders express and map out a new business idea in a less formal format than a traditional business plan. Startup Canvases are a useful visual map for founders who want to judge their new business idea’s strengths and weaknesses. This Canvas can be used as a framework to quickly articulate your business idea’s value proposition, problem, solution, market, team, marketing channels, customer segment, external risks, and Key Performance Indicators. By articulating factors like success, viability, vision, and value to the customer, founders can make a concise case for why a new product or service should exist and get funded.
Mandala Chart Template
Works best for:
Planning, Brainstorming, Goal setting
The Mandala Chart Template helps you visualize the relationships between a central theme and its sub-themes. One of the key benefits is how it fosters a holistic understanding of any topic. This perspective ensures every detail is noticed, making it an invaluable asset for those aiming for comprehensive insight and thorough planning or a better understanding of their goals.
Project Status Report Template
Works best for:
Project Management, Documentation, Project Planning
When a project is in motion, the project manager must keep clients and shareholders updated on the project’s progress. Rather than waste time with constant meetings, leaders can send out weekly or daily project status reports to keep everyone informed. You can use the Project Status Report Template to streamline the report creation and distribution process.
Causal Loop Diagram Template
Works best for:
Diagramming
The Causal Loop Diagram Template offers a structured framework to visualize the intricate interconnections within any system. Its standout benefit is the ability to provide a holistic perspective, ensuring that users don't just see isolated issues but understand the entire web of relationships, ultimately leading to more informed and strategic decision-making.
Blue Ocean 4 Actions Framework Template
Works best for:
Leadership, Decision Making, Strategic Planning
For entrepreneurs, so much comes down to new users—how to attract them, impress them, and convert them to loyal customers. This template, designed by the authors of Blue Ocean Strategy: How to Create Uncontested Market Space and Make the Competition Irrelevant, will help you maximize value for you and your customers alike. Using the template’s four steps (divided into easy columns), you’ll easily evaluate your products in more innovative ways and make sure money is being spent in areas that really matter.
BCG Matrix Template
Works best for:
Strategic Planning
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.
PESTLE Analysis Template
Works best for:
Ideation, Strategic Planning, Business Management
Want to keep your company secure and performing soundly? You have to first know how you’ll be affected by outside elements and factors — especially those that are political, economic, social, technological, legal and environmental in nature. A PESTLE Analysis helps you identify them and prepare for them. With this easy-to-use template, you can conduct a PESTLE Analysis, then use the results to shape your strategic planning, budget allocation, marketing, product updates, and organizational change initiatives.
SOAR Analysis Template
Works best for:
Leadership, Decision Making, Strategic Planning
The SOAR Analysis template prompts you to consider your organization’s strengths and potential to create a shared vision of the future. The SOAR Analysis is unique in that it encourages you to focus on the positive rather than solely identifying areas for growth. SOAR stands for Strengths, Opportunities, Aspirations, and Results. To use the template, examine each category through a positive lens. Perform a SOAR Analysis whenever you want to bring people together and encourage action.
VRIO Analysis Template
Works best for:
Diagramming, Strategy
The VRIO Analysis Template is a framework that helps businesses evaluate their resources and capabilities for competitive advantage. It categorizes resources into four areas: Value, Rarity, Imitability, and Organization. This provides a comprehensive view of an organization's strengths and potential weaknesses. The template has the key benefit of offering quick visual insights. Decision-makers can immediately identify and focus on resources that are valuable, rare, hard to imitate, and well-organized. This ensures a sustainable competitive edge and saves time by avoiding lengthy textual analyses.
Monthly Budget Template
Works best for:
Project management, Planning
Miro's Monthly Budget Template is more than a budgeting tool; it's a step towards more strategic and efficient financial planning. Start today, and take control of your financial future, achieving your projects and goals.
3 Horizons of Growth Template
Works best for:
Leadership, Strategic Planning, Project Planning
Featured in The Alchemy of Growth, this model gives ambitious companies a way to balance the present and the future—in other words, what’s working in the existing business and what emerging, possibly-profitable growth opportunities lie ahead. Then teams across the organization can make sure that their projects map to and support the organization’s goals. The 3 Horizons of Growth model is also a powerful way to foster a culture of innovation—one that values and depends on experimentation and iteration—and to identify opportunities for new business.
Business Model Canvas Template
Works best for:
Leadership, Agile Methodology, Strategic Planning
Your business model: Nothing is more fundamental to who you are, what you create and sell, or ultimately whether or not you succeed. Using nine key building blocks (representing nine core business elements), a BMC gives you a highly usable strategic tool to develop and display your business model. What makes this template great for your team? It’s quick and easy to use, it keeps your value proposition front and center, and it creates a space to inspire ideation.
Vision Board Template
Works best for:
Strategy & Planning, Product Development
Miro's Vision Board Template helps teams to bring their vision to life. From visual representation to real time collaboration, this template facilitates planning, execution, and achievement of any project's goals.
Business Pitch Template
Works best for:
Business Pitch
The Business Pitch Template uses visual aids to enhance your pitch, making it more impactful and easier to understand. This gives your pitch an edge, leaving a lasting impression and greatly improving your ability to convey your ideas persuasively.
Ansoff Matrix Template
Works best for:
Leadership, Operations, Strategic Planning
Keep growing. Keep scaling. Keep finding those new opportunities in new markets—and creative new ways to reach customers there. Sound like your approach? Then this template might be a great fit. An Ansoff Matrix (aka, a product or market expansion grid) is broken into four potential growth strategies: Market Penetration, Market Development, Product Development, and Diversification. When you go through each section with your team, you’ll get a clear view of your options going forward and the potential risks and rewards of each.
Executive Summary Template
Works best for:
Leadership, Project Management, Documentation
Pique their curiosity. Get them excited. Inspire them to keep reading, diving further into your proposal details. That’s what a good executive summary has the power to do—and why it’s a crucial opening statement for business plans, project plans, investment proposals, and more. Use this template to create an executive summary that starts building belief, by answering high-level questions that include: What is your project? What are the goals? How will you bring your skills and resources to the project? And who can expect to benefit?
Innovation Matrix Template
Works best for:
Strategic Planning
Visualize the best way to grow your business with this Innovation Matrix template. It’ll show you how to streamline your innovation, make the right decisions about which areas of your business to innovate, and manage the entire process. So if you want to figure out the best way to innovate in your business, an innovation matrix can help.
MoSCoW Matrix Template
Works best for:
Ideation, Operations, Prioritization
Keeping track of your priorities is a big challenge on big projects, especially when there are lots of deliverables. The MoSCoW method is designed to help you do it. This powerful technique is built on a matrix model divided into four segments: Must Have, Should Have, Could Have, and Won’t Have (which together give MoSCoW its name). Beyond helping you assess and track your priorities, this approach is also helpful for presenting business needs to an audience and collaborating on deliverables with a group of stakeholders.
OGSM Template
Works best for:
Strategy, Planning
The OGSM template provides a readable framework, systematically breaking down business strategies into Objectives, Goals, Strategies, and Measures. This structured approach ensures that overarching visions are translated into actionable plans, fostering alignment across different teams and initiatives. One standout benefit of using this template is its ability to offer clarity. By clearly delineating between broad objectives and specific measures, stakeholders can easily comprehend and stay focused on the most critical elements of a strategy, ensuring that all efforts are directed toward the desired outcomes.
Lean Canvas Template
Works best for:
Agile Methodology, Strategic Planning, Agile Workflows
Business opportunities can get dense, cumbersome, and complex, and evaluating them can be a real challenge. Let a lean canvas streamline things and break down your business idea for you and your team. A great tool or entrepreneurs and emerging businesses, this one-page business model gives you an easy, high-level view of your idea — so you can stay focused on overall strategy, identify potential threats and opportunities, and brainstorm the various factors at play in determining your potential profitability in an industry.
AARRR Template
Works best for:
Marketing, Strategic Planning, Project Planning
Sometimes called “Pirate Metrics” because of the name (go ahead, say it, it’s fun), AARRR is a valuable approach for startups to consider. That’s because AARRR stands for Acquisition, Activation, Retention, Referral, and Revenue—five key types of user behavior that are highly measurable and drive growth. Ask and answer the right questions around each of these five factors, and you’ll be able to establish clear goals and identify the best steps to help reach them.
Strategy Presentation Template
Works best for:
Presentations, Strategic Planning
Presenting your strategies is the best way to allow people to understand what the business will be focusing on in the future. Use this Strategy Presentation Template to communicate your strategic thinking and encourage collaboration.
Problem Tree Template
Works best for:
Strategy & Planning
The Problem Tree Template is a visual tool crafted to examine a primary issue, its consequential effects, and its foundational causes. Picture it: The tree's trunk embodies the central dilemma, its branches display the direct ramifications, and the roots delve into the underlying reasons. By organizing a challenge in such an illustrative manner, users can comprehensively grasp their situation.
Gap Analysis Template
Works best for:
Marketing, Strategic Planning, Business Management
Consider your team’s or organization’s ideal state. Now compare it to your current real-world situation. Want to identify the gaps or obstacles that stand between your present and future? Then you’re ready to run a gap analysis. This easy-to-customize template will let your team align on what obstacles are preventing you from hitting your goals sooner, collaborate on a plan to achieve those goals, and push your organization toward growth and development. You can focus on specific gap analyses — including for skills, candidates, software, processes, vendors, data, and more.
Lesson Plan Template
Works best for:
Education
Use the Lesson Plan to inform everyone about assignments, get clarity when planning lessons, and align your student’s expectations. Many educators use the Lesson Plan template to organize their teaching material and assess learning experiences and insights into students’ progress and interests. The Lesson Plan is an excellent tool for giving students an overview of the learning plan and connecting deeper with the topics and the study sessions.
Media Planning Template
Works best for:
Planning, Strategy, Marketing
The Media Planning Template is a comprehensive tool that helps professionals navigate the complexities of media strategy and event orchestration. This template provides a structured framework that includes event details such as date, location, and description, a systematic countdown to the event, a breakdown of various media types and channels, and key milestones to track week-by-week progress. One of the benefits of using this template is its user-friendly layout, which simplifies the planning process and ensures that every crucial aspect of a media event or campaign is visually represented and easily accessible. This promotes efficiency and helps to ensure that every critical detail is noticed.
Gantt Chart Template
Works best for:
Project Management, Mapping, Roadmaps
Simplicity, clarity, and power — that’s what make Gantt charts such a popular choice for organizing and displaying a project plan. Built upon a horizontal bar that represents the project progress over time, these charts break down projects by task, allowing the whole team to see the task status, who it’s assigned to, and how long it will take to complete. Gantt charts are also easily shareable among team members and stakeholders, making them great tools for collaboration.
Strategy Map Template
Works best for:
Leadership, Strategic Planning, Mapping
How do your individual or team goals relate to an organization’s overall strategy? A Strategy Map is a stylized picture of your organization’s strategy and objectives. It’s powerful because it provides a clear visual guide to how these various elements work together. Strategy Maps can help align various different team goals with the overall strategy and mission. With the Strategy Map in place, teams can create set actionable, relevant KPIs. Strategy mapping is often considered part of the balanced scorecard (BSC) methodology, which is a strategic planning tool for setting overall team goals.
Bar Graph Template
Works best for:
Operations, Diagrams
Bar graphs are an excellent way to compare different types of categories and datasets visually. Many professionals use this type of graph to support their presentations and make data storytelling more understandable. With just a few clicks, use this bar graph template and customize it according to your needs.
Market Segmentation Matrix Template
Works best for:
Marketing, Strategic Planning, Product Management
Successful, compelling marketing begins and ends with knowing your audience — who they are, where they are, and what they want and expect. A market segmentation matrix will help you understand them on a deeper level. This business tool divides your target market into subsets based on demographics, geography, needs, interests, psychographics, or behavioral characteristics. You can then use these insights and data to hit it out of the park, by building better product, sales, and marketing strategies. Our template lets you set up and populate a Market Segmentation Matrix with ease.
Milestone Chart Template
Works best for:
Project Management, Strategic Planning, Project Planning
When your team is collaborating on a large project, keeping track of the many tasks and multiple timelines can be a challenge. That’s why you need a milestone chart. These visual representations of important project events will make it simple for your team to stay on schedule and reach goals on time. And it’s so easy to get started — just determine the major milestones, use our template to create a milestone chart, and define the key dates and deliverables each milestone will require.
Sales Plan Template
Works best for:
Strategy, Sales
The Sales Plan Template streamlines and visualizes the sales process, providing unparalleled clarity and transparency across the entire sales pipeline. This visual clarity enhances team collaboration and enables sales leaders to quickly adapt strategies, driving the collective effort towards success.
Risk Assessment Template
Works best for:
Leadership, Project Management, Decision Making
Every business faces risk. The more you factor it into your decisions early on, the better prepared you’ll be to avoid, absorb, or mitigate the risks you encounter. Use Miro’s risk assessment template to collaborate on a clear-eyed risk assessment that ensures you’ll never be caught unawares.
Proposal Template
Works best for:
Presentations, Strategic Planning
Create the perfect proposal presentation for your prospects with the Business Proposal Presentation Template. Plan, structure, and deliver all the key information in a professional and visually-appealing presentation.
RICE Prioritization Template
Works best for:
Project Management, Strategic Planning, Prioritization
Teams use the RICE framework to prioritize the best course of action for their business. Using the model, you assign a RICE score to different ideas and tasks. This score tells you whether that item is something to prioritize. As a result, you make better-informed decisions about growing your business.
Risk Matrix Template
Works best for:
Leadership, Decision Making, Strategic Planning
A risk matrix--also known as a probability matrix, risk assessment matrix, or impact matrix--is a tool that allows you to evaluate overall risk by visualizing potential risks in a diagram. The tool allows you to weigh the severity of a potential risk against the probability that the risk might occur. Risk matrices are useful for risk management because they visually represent the risks involved in a decision. This empowers you to avoid worst-case scenarios by preparing contingencies or mitigation plans.
Project Scope Template
Works best for:
Project Management, Decision Making, Project Planning
A project scope helps you plan and confirm your project’s goals, deliverables, features, functions, tasks, costs, and deadlines. A project manager and team should develop a project scope as early as possible, as it will directly influence both the schedule and cost of a project as it progresses. Though project scopes will vary depending on your team and objectives, they generally include goals, requirements, major deliverables, assumptions, and constraints. Aim to include the whole team when you create a project scope to ensure everyone is aligned on responsibilities and deadlines.
Corrective Action Plan Template
Works best for:
Project Management, Operations, Strategic Planning
For a manager or HR leader, it’s the least fun part of the job: Documenting an employee’s performance issues and talking about them directly to that employee. A corrective action plan makes that tough task a little easier by putting issues into a professional, written framework. That way the process, next steps, and details of the conversations are all clearly documented. This template will enable you to eliminate murky communication, align on expectations, and provide step-by-step instructions for your employee.
Schedule Template
Works best for:
Project Management
The schedule template streamlines time management. Whether plotting out tasks for a detailed project or simply organizing daily routines, its user-friendly design accommodates diverse scheduling needs quickly. A standout benefit of this template is its exceptional flexibility; users can seamlessly adjust timeframes from hours to weeks, ensuring that their schedule remains adaptable and precise, catering to ever-evolving requirements.
Event Brief Template
Works best for:
Meetings, Workshops, Project Planning
For most any organization, throwing a big deal event is…a big deal. An event can bring in publicity, new clients, and revenue. And planning it can require a substantial chunk of your overall resources. That’s why you’ll want to approach it like a high-stakes project, with clearly outlined goals, stakeholders, timelines, and budget. An event brief combines all of that information in a single source of truth that guides the events team, coordinator, or agency—and ensures the event is well-planned and well-executed.
Change Management Presentation Template
Works best for:
Presentations, Strategic Planning
Employee resistance to change can block any positive initiative. You won’t have to struggle with it if you clearly communicate what upcoming changes mean and how they’ll benefit your company in the long run. Use our Change Management Presentation Template to outline your implementation strategy and spark enthusiasm among employees.
Business Plan Template
Works best for:
Strategy & Planning
The Business Plan Template not only streamlines the complex task of crafting a business plan but also enhances collaboration and creativity. Whether you're a seasoned entrepreneur or just starting, Miro's Business Plan Template offers a practical, comprehensive solution to turn your business ideas into actionable strategies.
OODA Loop Template
Works best for:
Strategic Planning, Strategy
The OODA Loop template helps optimize decision-making processes by using four key stages- Observe, Orient, Decide, and Act. Its well-structured layout allows teams to systematically break down complex decisions, leading to a shared understanding of the decision-making workflow. One of the key benefits of the template is its ability to enhance collaboration. Teams can seamlessly contribute to and iterate upon the decision-making cycle in real time, resulting in more informed decisions and a more efficient process. The template provides a clear and visual representation of each stage, accelerating the decision-making process and fostering a collaborative environment where teams can work together to navigate challenges and make well-informed decisions.
A3 Report Template
Works best for:
Product, Strategy and Planning
The A3 report template is a carefully designed tool that provides teams with a structured and visual methodology to tackle challenges. It divides the problem-solving process into background, current context, data analysis, and implementation plans, ensuring a comprehensive approach to each issue. One of the major advantages of this template is its "Data Analysis" section, which enables teams to delve deeply into concrete insights and trends. This data-driven approach ensures that all recommendations and actions are based on real, tangible evidence rather than just intuition, leading to more effective and strategic decision-making.
Balanced Scorecard Template
Works best for:
Operations, Strategic Planning, Project Planning
Balanced scorecards are useful tools for understanding business performance at a glance with regard to customers, employees, business processes, and financial progress. Learn more about BSCs and create your own using Miro’s Balanced Scorecard template.
Digital Marketing Plan Template
Works best for:
Strategy, Planning, Marketing
Crafting an effective digital marketing strategy can be a daunting task, but the Digital Marketing Plan Template can make it easier for you. This tool allows you to map out every channel tactic and is particularly beneficial in fostering collaboration among team members in a centralized space. The template's clear structure and intuitive editing features ensure a well-defined digital marketing strategy while also encouraging real-time collaboration. With the ability to seamlessly collaborate, share insights, and collectively contribute, your team can create a dynamic and successful digital marketing plan.
3C Analysis Template
Works best for:
Marketing, Strategic Planning
The 3C Analysis Template is a powerful tool that can help you analyze your business environment, identify opportunities for growth, and guide your business strategy. By using the template, you can collaborate with your team in real time, customize the template to fit your needs, and save time, making it an essential tool for any business looking to stay ahead of the competition.
7S Template
Works best for:
Strategy
The 7S Framework Template stands out as an essential tool for organizations aiming to comprehensively understand their internal dynamics. One of its key benefits is its ability to foster strategic alignment. By visually breaking down the interconnectedness of seven core elements - from strategy to staff - the template enables teams to ensure that their business strategies harmoniously align with their internal capabilities and culture. This alignment not only underscores potential areas of strength but also pinpoints avenues for growth and development, ensuring that an organization moves forward with clarity and cohesion.
Growth Experiments Template
Works best for:
Leadership, Desk Research, Strategic Planning
Many ambitious companies are eying the future and aiming to grow. But growth decisions can be leaps of faith that are risky and costly. That’s why growth experiments make so much sense. They offer a systematic six-step method that reveals which strategies are most effective, how they’ll affect your revenue, and how they compare to your past approaches. By helping you test out your strategies for scaling your business before you fully commit, growth experiments can save you serious time, resources, and money.
Assumption Grid Template
Works best for:
Leadership, Decision Making, Strategic Planning
Someone wise once said that nothing in life is certain. But the waters of the business world? It can seem especially uncertain and unclear. An Assumption Grid can help you navigate those waters and make your decisions confidently. It organizes your business ideas according to the certainty and risk of each — then your team can discuss them and make judgment calls, prioritize, mitigate risk, and overcome uncertainties. That’s why an Assumption Grid is a powerful tool for getting past the decision paralysis that every team occasionally faces.
Strategy Diamond Template
Works best for:
Leadership, Operations, Strategic Planning
To achieve key objectives, every business assembles a series of strategies. But what elements should you consider when building a strategy? A strategy diamond is a collection of elements forming a coherent business strategy. These elements include: Arenas, Differentiators, Vehicles, Staging, and Economic Logic. Most strategic plans focus on just one or two of these elements, creating gaps that might cause problems for your business later on. A strategy diamond can help you stay focused and ensure you’re fulfilling all of your business’s needs rather than one or two.
PI Planning Template
Works best for:
Agile Methodology, Strategic Planning, Software Development
PI planning stands for “program increment planning.” Part of a Scaled Agile Framework (SAFe), PI Planning helps teams strategize toward a shared vision. In a typical PI planning session, teams get together to review a program backlog, align cross-functionally, and decide on the next steps. Many teams carry out a PI planning event every 8 to 12 weeks, but you can customize your planning schedule to fit your needs. Use PI planning to break down features, identify risks, find dependencies, and decide which stories you’re going to develop.
Content Strategy Template
Works best for:
Strategic Planning
Bring consistency across communication channels and develop killer content strategies with this Content Strategy Template. Designed to plan and deliver high-impact content, use this tool to collaborate faster and better.
BPMN Template by Pavel Kuksa
Works best for:
Diagramming
The BPMN Template, elements, and example template offers a comprehensive visual notation for modeling business processes using the Business Process Model and Notation (BPMN) standard. It provides elements for defining process flows, activities, and decision points. This template enables teams to document and analyze business processes systematically, facilitating process optimization and automation. By promoting standardization and clarity in process modeling, the BPMN template empowers organizations to improve efficiency, agility, and compliance in their operations.
Burndown Chart Template
Works best for:
Project Management, Agile Workflows, Mapping
Whoa whoa whoa, pace yourself! That means knowing how much work is left—and, based on the delivery date, how much time you’ll have for each task. Perfect for project managers, Burndown Charts create a clear visualization of a team’s remaining work to help get it done on time and on budget. These charts have other big benefits, too. They encourage transparency and help individual team members be aware of their work pace so they can adjust or maintain it.
Theory of Change Template
Works best for:
Leadership
Outline a roadmap to bring change to your organization with the Theory of Change Template. Become the transformational agent inside your organization.
Social Media Strategy Planning
Works best for:
Roadmap, Planning, Mapping
The Social Media Strategy Planning template provides a structured approach for developing and implementing social media strategies. By defining objectives, target audiences, and content plans, teams can maximize the impact of their social media efforts. This template fosters collaboration and alignment across teams, ensuring that social media initiatives are integrated with broader marketing goals and contribute to overall business objectives.
B2B – Product Journey Map & User Network
Works best for:
Planning, Product Management
The B2B Product Journey Map & User Network template helps product teams visualize and understand the complex journey of B2B customers. By mapping user interactions, pain points, and touchpoints across the buyer's journey, this template provides insights into user behavior and preferences. With sections for analyzing user needs, identifying opportunities, and optimizing user experiences, it enables teams to design tailored solutions and drive customer satisfaction. This template serves as a strategic tool for enhancing B2B product offerings and maximizing customer value.
Product Metrics & Analytics
Works best for:
Product Management, Planning
The Compelling Product Offer template assists product teams in defining and measuring key product metrics effectively. By identifying performance indicators, setting benchmarks, and tracking progress, this template enables teams to evaluate the success of product initiatives objectively. With sections for defining KPIs, visualizing data, and analyzing trends, it provides actionable insights for driving product improvements and optimizations. This template serves as a dashboard for monitoring product performance and making data-driven decisions that enhance the overall product offering.
Product Market Fit Board
Works best for:
Product Management, Planning
The Product Market Fit Board template helps product teams assess and validate product-market fit. By capturing user feedback, analyzing market trends, and tracking key metrics, this template enables teams to evaluate product-market alignment objectively. With sections for defining target segments, identifying pain points, and prioritizing features, it guides teams through the process of optimizing product-market fit. This template serves as a tool for iteratively refining products to meet customer needs and drive market success.
AI Product Canvas
Works best for:
Product Management, Planning
The AI Product Canvas template facilitates the development of AI-powered products with a comprehensive framework. By defining AI capabilities, data requirements, and ethical considerations, this template guides teams through the AI product development process. With sections for identifying use cases, defining algorithms, and assessing model performance, it ensures that AI solutions meet user needs and ethical standards. This template serves as a strategic guide for developing innovative AI products that deliver value and drive business success.
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.
Product Vision Statement
Works best for:
Product Management, Planning
The Product Vision Statement template helps product teams articulate clear and inspiring visions for product development. By defining long-term goals, market aspirations, and customer value propositions, this template aligns teams around a shared vision for success. With sections for outlining strategic objectives, guiding principles, and success metrics, it provides clarity and direction for product development efforts. This template serves as a compass for product teams, guiding them towards meaningful outcomes and driving innovation and growth.
Product Feature Presentation
Works best for:
Product Management, Planning
The Product Feature Presentation template aids product teams in showcasing product features and benefits effectively. By providing a structured framework for presenting key features, use cases, and value propositions, this template enables teams to communicate product functionality clearly and persuasively. With sections for creating feature demos, customer testimonials, and competitive differentiators, it facilitates engaging presentations that resonate with target audiences. This template serves as a powerful tool for driving product adoption and generating customer interest.
Define A Winning Product Vision
Works best for:
Product Management, Planning
The Define A Winning Product Vision template assists product teams in articulating compelling visions for product development. By defining goals, target markets, and differentiation strategies, this template aligns teams around a shared vision for success. With sections for outlining product features, benefits, and value propositions, it communicates the essence of the product effectively. This template serves as a guiding light for product development efforts, inspiring creativity and focus as teams work towards bringing the product vision to life.
Product tone of voice
Works best for:
Product Management, Planning
The Tone of Voice Workshop template helps product teams define and align on brand tone and messaging. By facilitating collaborative workshops, exploring brand personality traits, and defining tone guidelines, this template ensures consistent and impactful communication. With sections for identifying target audience personas, articulating brand values, and crafting messaging principles, it enables teams to create authentic and compelling brand voices. This template serves as a foundation for building strong brand identities and resonating with customers across all touchpoints.
Product Hypothesis Canvas
Works best for:
Product Management, Planning
The Product Hypothesis Canvas template assists product teams in formulating and testing hypotheses effectively. By defining assumptions, success metrics, and validation experiments, this template guides teams through the hypothesis validation process. With sections for articulating problem statements, proposed solutions, and expected outcomes, it ensures that hypotheses are clear, testable, and aligned with strategic objectives. This template serves as a framework for hypothesis-driven product development, enabling teams to validate ideas and make data-informed decisions.
Product Reflection
Works best for:
Product Management, Planning
The Product Reflection template encourages teams to reflect on past experiences and lessons learned in product development journeys. By facilitating retrospective sessions, capturing insights, and identifying improvement opportunities, this template fosters a culture of continuous learning and improvement. With sections for evaluating successes, challenges, and areas for growth, it enables teams to iterate on their processes and enhance future product development efforts. This template serves as a tool for fostering team collaboration and driving iterative product innovation.
The Lightning Product Audit
Works best for:
Product Management, Planning
The Lightning Product Audit template streamlines product evaluation processes with a comprehensive framework. By assessing key areas such as market fit, user experience, and feature performance, this template enables teams to identify strengths, weaknesses, and areas for improvement swiftly. With sections for conducting SWOT analysis, user feedback review, and competitive benchmarking, it facilitates data-driven decision-making and prioritization. This template serves as a catalyst for refining product strategies and driving continuous improvement.
Product Inception Canvas
Works best for:
Product Management, Planning
The Product Inception Canvas template facilitates collaborative sessions for defining product visions and strategies. By exploring product goals, user needs, and market opportunities, this template aligns teams around a shared vision. With sections for defining product features, prioritizing initiatives, and setting success criteria, it provides a structured framework for product inception. This template serves as a launchpad for innovative product ideas, guiding teams through the initial stages of product development and setting the foundation for success.
Product Voice Design toolkit
Works best for:
Product Management, Planning
The Product Voice Design toolkit facilitates the development of consistent and impactful product messaging. By defining brand voice attributes, tone guidelines, and messaging principles, this toolkit ensures that product communication resonates with target audiences. With sections for crafting messaging frameworks, storytelling templates, and content guidelines, it empowers product teams to create compelling and cohesive product narratives. This toolkit serves as a valuable resource for enhancing product communication strategies and building strong brand identities.
Product Strategy - Understand the "Why"
Works best for:
Product Management, Planning
The Product Strategy Understand the Why template emphasizes the importance of aligning product strategies with business objectives. By defining the "why" behind product initiatives, setting clear goals, and prioritizing initiatives, this template ensures strategic alignment and focus. With sections for articulating vision, setting objectives, and defining success criteria, it provides clarity and direction for product teams. This template serves as a strategic guide for product managers to develop and execute product strategies that drive business growth and customer value.
Product Thinking Board
Works best for:
Product Management, Planning
Product Thinking Board template encourages a user-centered approach to product development. By fostering empathy, collaboration, and experimentation, this template stimulates innovative thinking and problem-solving. With sections for user research, ideation, and prototyping, it supports iterative product design and validation. This template serves as a visual framework for product teams to engage in user-centric design thinking processes, driving the creation of products that truly meet user needs and deliver exceptional experiences.
Product Evolution Canvas
Works best for:
Product Management, Planning
The Product Evolution Canvas template aids product managers in planning and executing product evolution strategies. By mapping out current product features, identifying areas for improvement, and setting evolution goals, this template guides product evolution efforts. With sections for analyzing user feedback, prioritizing enhancements, and tracking progress, it facilitates iterative product development and enhancement cycles. This template serves as a roadmap for evolving products to meet evolving customer needs and market demands.
Product Vision
Works best for:
Product Management, Planning
The Product Vision template helps articulate a clear and compelling vision for product development. By defining goals, target markets, and success metrics, this template aligns teams around a shared vision. With sections for outlining product features, benefits, and competitive advantages, it communicates the value proposition effectively. This template serves as a guiding light for product teams, inspiring creativity and focus as they work towards bringing the product vision to life and achieving business objectives.
Product Positioning Canvas
Works best for:
Product Management, Planning
The Product Positioning Canvas template aids product managers in defining and communicating product positioning strategies. By analyzing target markets, competitive landscapes, and unique value propositions, this template helps differentiate products in the market. With sections for defining brand attributes, messaging, and market segments, it enables teams to craft compelling positioning statements that resonate with target audiences. This template serves as a guide for aligning product positioning with business objectives and driving market success.
Product Strategy Canvas
Works best for:
Product Management, Planning
The Product Strategy Canvas template aids product managers in defining strategic direction and priorities. By outlining key components, such as target markets, value propositions, and differentiation strategies, this template clarifies product vision and positioning. With sections for analyzing market trends and competitive landscapes, it facilitates informed decision-making in product strategy development. This template serves as a strategic blueprint for driving product success and achieving business objectives.
Product Launch Lifecycle
Works best for:
Product Management, Planning
The Product Launch Lifecycle template guides product managers through the stages of launching new products. By outlining pre-launch, launch, and post-launch activities, this template ensures comprehensive product launch planning and execution. With sections for defining launch objectives, identifying target audiences, and tracking performance metrics, it facilitates coordinated efforts across marketing, sales, and product teams. This template serves as a roadmap for successful product launches, maximizing market impact and customer adoption.
The Product HQ— your product's source of truth
Works best for:
Product Management, Planning
An HQ for all your product thinking. A central place for you and your team to articulate and cultivate your point of view with regard to the concept at hand (be it a product, a service or something in between).
Define Your Product's Target Audience
Works best for:
Product Management, Planning
Too broad an audience? Or trying to target too many audiences? This is a certain path to product failure.
Improve Any Product - Product Management
Works best for:
Product Management, Planning
Improve Any Product - Product Management template provides a structured framework for enhancing product quality and performance. By analyzing customer feedback, identifying improvement areas, and implementing iterative enhancements, this template empowers product managers to optimize product features and functionalities. With sections for prioritizing enhancements and tracking progress, it facilitates continuous improvement efforts, ensuring that products meet evolving customer needs and market demands.
Minimum Viable Product MVP Template
Works best for:
Product Management
Validate your ideas and build products people will use with the Minimum Viable Product MVP Template.
Product Vision & Differentiation Strategy Template
Works best for:
Product Management, Planning
The Product Vision & Differentiation Strategy Template assists product managers in crafting compelling product visions and differentiation strategies. By articulating product goals, unique value propositions, and competitive advantages, this template guides strategic planning and execution. With sections for defining target markets and assessing market dynamics, it enables product managers to create differentiated products that resonate with customers. This template serves as a roadmap for achieving market leadership and sustainable growth through product innovation.
The Product Hunt
Works best for:
Product Management, Planning
The Product Hunt template provides a platform for collecting and prioritizing product ideas. By allowing teams to submit, review, and vote on ideas, this template fosters a culture of innovation and collaboration. With features for categorizing ideas, tracking progress, and celebrating successes, it promotes transparency and engagement across teams. This template serves as a central hub for capturing and nurturing innovative ideas, driving continuous improvement and product innovation.
Product Monetization Canvas
Works best for:
Product Management, Planning
The Product Monetization Canvas template assists product managers in developing effective monetization strategies. By mapping out revenue streams, pricing models, and value propositions, this template helps align product features with revenue generation opportunities. With sections for analyzing market demand and competitive pricing, it enables teams to optimize monetization strategies and maximize profitability. This template serves as a strategic guide for identifying and capitalizing on revenue opportunities throughout the product lifecycle.
Sustainable Product Innovation Board
Works best for:
Product Management, Planning
The Sustainable Product Innovation Board template supports sustainable product development practices. By integrating sustainability criteria into product ideation, design, and implementation processes, this template fosters eco-friendly product innovation. With sections for evaluating environmental impacts and setting sustainability goals, it enables teams to create products that minimize ecological footprints and promote social responsibility. This template serves as a framework for driving sustainable business practices and meeting consumer demands for environmentally conscious products.
Competitor Product Research
Works best for:
Product Management, Planning
The Competitor Product Research template assists product teams in analyzing competitor offerings and market landscapes effectively. By identifying competitor strengths, weaknesses, and market trends, this template enables teams to uncover insights and opportunities for differentiation. With sections for conducting feature comparisons, SWOT analysis, and market positioning assessments, it facilitates informed decision-making and strategic planning. This template serves as a valuable resource for gaining competitive intelligence and driving product innovation and differentiation.
Product Management Onboarding Map
Works best for:
Product Management, Planning
Product Management Onboarding Map template facilitates the onboarding of new product management team members. By outlining key responsibilities, processes, and stakeholder interactions, this template helps new hires quickly acclimate to their roles. With sections for setting learning objectives and resources, it supports structured onboarding experiences, ensuring that new team members are equipped with the knowledge and tools needed to contribute effectively to product initiatives.
Salesforce Implementation Plan
Works best for:
Roadmap, Planning, Mapping
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.
One Page Product Strategy
Works best for:
Product Management, Planning
The One Page Product Strategy template condenses complex product strategies into concise, actionable plans. By providing a structured framework for outlining goals, target markets, and key initiatives, this template enables product teams to align on strategic objectives efficiently. With sections for defining value propositions, competitive differentiators, and success metrics, it facilitates strategic decision-making and execution. This template serves as a roadmap for driving product development efforts and achieving business objectives effectively.
[Triple Diamond] Project Map
Works best for:
Roadmap, Mapping, Planning
The [Triple Diamond] Project Map template provides a comprehensive framework for managing project initiatives from inception to delivery. By guiding teams through the stages of discovery, definition, and delivery, this template ensures alignment with stakeholder expectations and project objectives. With a focus on user-centric design and iterative development, teams can deliver high-quality solutions that meet user needs and drive business value.
Product Strategy Workshop
Works best for:
Product Management, Planning
The Product Strategy Workshop template facilitates collaborative sessions for defining and refining product strategies. By providing frameworks for analyzing market dynamics, identifying customer needs, and setting strategic goals, this template fosters alignment among cross-functional teams. With sections for SWOT analysis, value proposition development, and goal setting, it enables teams to create comprehensive product strategies that drive business growth and customer satisfaction.
The Tiered Pricing Canvas - Product Plans
Works best for:
Product Management, Planning
The Tiered Pricing Canvas - Product Plans template helps product managers design tiered pricing strategies effectively. By mapping out pricing tiers, features, and value propositions, this template enables teams to optimize pricing models and maximize revenue. With sections for analyzing customer segments and competitive pricing, it supports data-driven pricing decisions. This template serves as a guide for crafting compelling pricing plans that align with customer needs and market dynamics, driving profitability and customer satisfaction.
Inspired: Creating Products Customers Love
Works best for:
Product Management, Planning
Inspired: Creating Products Customers Love template guides product managers in developing innovative and customer-centric products. By emphasizing empathy, ideation, and validation, this template fosters a deep understanding of customer needs and preferences. With sections for brainstorming ideas, defining features, and validating concepts, it facilitates the creation of compelling products that resonate with target audiences. This template serves as a roadmap for delivering exceptional customer experiences and driving product success.
Fishbone Diagram by Hanna Havulinna
Works best for:
Diagramming
The Fishbone Diagram template, also known as the Ishikawa or Cause-and-Effect diagram, offers a visual tool for identifying and analyzing root causes of problems or issues. It provides a structured framework for categorizing potential causes into major categories such as people, process, environment, and equipment. This template enables teams to conduct root cause analysis systematically, facilitating problem-solving and decision-making. By promoting a structured approach to problem analysis, the Fishbone Diagram empowers teams to address issues effectively and implement corrective actions efficiently.
Product Ops Canvas
Works best for:
Product Management, Planning
The Product Ops Canvas template helps product managers align product strategies with operational capabilities. By mapping out key operational processes, tools, and metrics, this template fosters alignment between product and operational teams. With sections for identifying bottlenecks and optimizing workflows, it supports continuous improvement in product operations. This template serves as a guide for driving efficiency and scalability in product management processes, enabling teams to deliver high-quality products at scale.
Product Ownership Evolution Model (POEM)
Works best for:
Product Management, Planning
The Product Ownership Evolution Model (POEM) template guides product teams through the evolution of product ownership roles and responsibilities. By illustrating the transition from individual ownership to shared ownership, this template fosters collaboration and accountability. With sections for defining roles, establishing workflows, and setting expectations, it facilitates smooth transitions and enhances team effectiveness. This template serves as a roadmap for optimizing product ownership practices and driving continuous improvement.
Product Management - Product Flow
Works best for:
Product Management, Planning
Product Management - Product Flow template enables product managers to visualize and streamline product development processes. By mapping out key stages, tasks, and dependencies, this template enhances workflow transparency and coordination. With features for identifying bottlenecks and optimizing resource allocation, it empowers teams to improve efficiency and accelerate product delivery. This template serves as a valuable tool for ensuring smooth product development and launch processes, ultimately driving better outcomes.
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Sign up freeAbout the Strategic Planning Templates Collection
Miro's strategic planning templates collection is designed to streamline and enhance your strategic planning process. Our templates cater to various aspects of strategic planning, from setting up your mission and vision to aligning your team and executing your strategy. With a focus on visual and collaborative tools, Miro ensures that your strategic planning is not only effective but also engaging and interactive.
Why you'll love our strategic planning examples
Strategic planning is a critical process for any organization, and having the right tools can make all the difference. Here’s why our strategic planning examples stand out:
Clear and actionable insights: Our strategic planning examples provide clear, actionable insights that you can easily adapt to your specific needs.
Best practices and innovative approaches: These examples demonstrate best practices and innovative approaches to strategic planning, helping you visualize your goals and prioritize tasks.
Ease of use: You'll appreciate the ease of use and the flexibility to customize the templates to fit your organization's unique requirements.
Real time collaboration: The ability to collaborate with your team in real time makes the strategic planning process more efficient and effective.
Progress tracking: Track progress seamlessly with our templates, ensuring that your strategic plan remains aligned with your goals and responsive to any changes in your environment.
How to use the strategic plan templates in Miro
Select a template: Browse through our collection of strategic plan templates and choose the one that best fits your needs. Whether you need a visual strategic plan, a strategy diamond, or a project planning template, Miro has you covered.
Customize your template: Once you've selected a template, customize it to reflect your organization's specific goals, strategies, and metrics. Add your mission, vision, and values, and define the key questions and objectives for your strategic plan.
Collaborate with your team: Invite your team members to join the Miro board. Use Miro's collaborative features, such as real-time editing, comments, and voting, to gather input and align on the strategic plan.
Visualize and assign tasks: Use the template to visualize the activities and milestones of your strategic planning process. Assign tasks to team members and set deadlines to ensure accountability and progress tracking.
Review and adjust: Regularly review the strategic plan with your team. Use Miro's tools to make adjustments as needed, ensuring that your strategy remains aligned with your goals and responsive to any changes in your environment.
By using Miro's strategic planning templates, you can create a comprehensive and dynamic strategic plan that drives your organization towards success.