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.
Sticky Note Packs Template
Works best for:
Brainstorming, Meetings, Workshops
Use Miro’s Stickies Packs template to facilitate your brainstorming and group sessions. Use them to organize your ideas, collaborate as a team, and encourage participation from everyone involved.
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.
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).
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.
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.
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.
Quick Retrospective Template
Works best for:
Education, Retrospectives, Meetings
A retrospective template empowers you to run insightful meetings, take stock of your work, and iterate effectively. The term “retrospective” has gained popularity over the more common “debriefing” and “post-mortem,” since it’s more value-neutral than the other terms. Some teams refer to these meetings as “sprint retrospectives” or “iteration retrospectives,” “agile retrospectives” or “iteration retrospectives.” Whether you are a scrum team, using the agile methodology, or doing a specific type of retrospective (e.g. a mad, sad, glad retrospective), the goals are generally the same: discovering what went well, identifying the root cause of problems you had, and finding ways to do better in the next iteration.
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.
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.
Go-to-Market Strategy Template
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.
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.
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.
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.
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.
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.
Action Plan Template
Works best for:
Education, Project Management, Project Planning
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.
3x3 Prioritization Method Template
Works best for:
Operations, Prioritization, Strategic Planning
It’s all about assessing a task or idea, and quickly deciding the effort it will take and the potential impact it will have—ranked low, medium, or high. That’s what the 3x3 prioritization method does: Help teams prioritize and identify quick wins, big projects, filler tasks, or time-wasters. With nine bucket areas, it offers slightly greater detail than the 2x2 Prioritization Matrix (or Lean Prioritization Method). It’s easy to make your own 3x3 prioritization matrix—then use it to determine what activities or ideas to focus on with your valuable resources.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Product Canvas Template
Works best for:
Desk Research, UX Design
Product canvases are a concise yet content-rich tool that conveys what your product is and how it is strategically positioned. Combining Agile and UX, a project canvas complements user stories with personas, storyboards, scenarios, design sketches, and other UX artefacts. Product canvases are useful because they help product managers define a prototype. Creating a product canvas is an important first step in deciding who potential users may be, the problem to be solved, basic product functionality, advanced functionalities worth exploring, competitive advantage, and customers’ potential gain from the product.
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.
Product Positioning Template
Works best for:
Marketing, Product Management, Desk Research
For better or for worse, your company’s chances for success hinge partially on your market. As such, before you start building products and planning strategies, it’s a good idea to conduct a product positioning exercise. A product positioning exercise is designed to situate your company and your offering within a market. The product positioning template guides you to consider key topics such as defining your product and market category, identifying your target segment and competitors, and understanding your key benefits and differentiation.
What's on Your Radar Template
Works best for:
Business Management, Operations, Strategic Planning
Do you or your team feel overburdened by tasks? Having trouble focusing on particular problems? What’s on Your Radar is a thought exercise in which you plot ideas according to their importance or relevance. Designers and teams use what’s on your radar to ensure that their ideas are within the scope of a given project. They also rely on the method to assess whether a given solution is likely to solve the problem at hand. But even if you’re not a designer, the method can help assign priorities and ground your ideas in reality.
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.
Event Planning Template
Works best for:
Planning, Workshops
Whether you’re planning a product launch, fully remote conference, or milestone event, the Event Planning Template will act as a visual checklist and map for all the details you need to consider before the big day. The Event Planning Template is an adaptable way to make sure the creative and strategic vision of your event doesn’t get lost in the details. By mapping out different sections - from the marketing plan, to the agenda, to snacks and swag for guests — you and your team can focus on the details most important to your functions, and collaborate as needed when overlaps occur.
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.
Business Organizational Chart Template
Works best for:
Leadership, Org Charts, Operations
Establishing hierarchy in a business can empower employees—to know their roles and responsibilities, team members, potential cross-functional collaborators, and who to turn to with a specific need. That’s just what a Business Organizational Chart does. And this template makes it simple to build a BOC for your company. The first step is to determine the high-level organizational structure of your company. Then it's easy to create a visual representation of how different employees are interconnected.
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.
Communications Plan Template
Works best for:
Marketing, Project Management, Project Planning
You saw the opportunity. You developed the product. Now comes an important step: Find your audience and speak to them in a way that’s clear, memorable, and inspiring. You need a communications plan—a strategy for controlling your narrative at every stage of your business—and this template will help you create a good one. No need to build a new strategy every time you have something to communicate. Here, you can simplify the process, streamline your messaging, and empower you to communicate in ways that grow with your business.
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.
Creative Brief Template
Works best for:
Design, Marketing, Desk Research
Even creative thinkers (or maybe especially creative thinkers) need clear guidelines to push their ideas in productive, usable directions. And a good creative lays down those guidelines, with information that includes target audience, goals, timeline, and budget, as well as the scope and specifications of the project itself. The foundation of any marketing or advertising campaign, a creative brief is the first step in building websites, videos, ads, banners, and much more. The brief is generally prepared before kicking off a project, and this template will make it easy.
Cynefin Framework Template
Works best for:
Leadership, Decision Making, Prioritization
Companies face a range of complex problems. At times, these problems leave the decision makers unsure where to even begin or what questions to ask. The Cynefin Framework, developed by Dave Snowden at IBM in 1999, can help you navigate those problems and find the appropriate response. Many organizations use this powerful, flexible framework to aid them during product development, marketing plans, and organizational strategy, or when faced with a crisis. This template is also ideal for training new hires on how to react to such an event.
Design Brief Template
Works best for:
Design, Marketing, UX Design
For a design to be successful, let alone to be great, design agencies and teams have to know the project’s goals, timelines, budget, and scope. In other words, design takes a strategic process—and that starts with a design brief. This helpful template will empower you to create a brief that builds alignment and clear communication between your business and your design agency. It’s the foundation of any creative project, and a single source of truth that teams can refer to all along the way.
Editorial Calendar Template
Works best for:
Marketing, Strategic Planning, Project Planning
If your company is like most, content is a big thing. You create more of it (and a lot faster) than you create almost anything else. It includes blogs, newsletters, social media posts, ads, and more—and it requires ideating, writing, editing, and publishing. That’s why every content team needs an editorial calendar. The template will let you easily create a calendar that empowers your team to plan strategically, keep things organized (by content type, writer, channel, and delivery date), and finalize/post all content on schedule.
Entity Relationship Diagram Template
Works best for:
Flowcharts, Strategic Planning, Diagrams
Sometimes the most important relationships in business are the internal ones—between the teams, entities, and actors within a system. An entity relationship diagram (ERD) is a structural diagram that will help you visualize and understand the many complex connections between different roles. When will an ERD come in handy? It’s a great tool to have for educating and onboarding new employees or members of a team, and our template makes it so easy to customize according to your unique needs.
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.
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.
Timeline Workflow
Works best for:
Project Management, Flowcharts, Operations
A timeline is a visual tool that chronologically plots out projects step by step. It’s an ideal tool for your team to tell stories (such as an overview of events in your organization) and visualize your projects or processes. The Timeline Workflow template is perfect for any project that relies on visual content. You may find it beneficial to use with your team and also to share with other stakeholders or clients to keep them in the loop on your progress.
Status Report Template
Works best for:
Project Management, Documentation, Strategic Planning
A status report provides a snapshot of how something is going at a given time. You can provide a status report for a project, a team, or a situation, as long as it emphasizes and maps out a project’s chain of events. If you’re a project manager, you can use this report to keep historical records of project timelines. Ideally, any project stakeholder should be able to look at a status report and answer the question, “Where are we, and how did we get here?” Use this template as a starting point to summarize how something is progressing against a projected plan or outcome.
Strategy Diamond
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.
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.
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.
Project Charter Template
Works best for:
Project Management, Documentation, Strategic Planning
Project managers rely on project charters as a source of truth for the details of a project. Project charters explain the core objectives, scope, team members and more involved in a project. For an organized project management, charters can be useful to align everyone around a shared understanding of the objectives, strategies and deliverables for a project of any scope. This template ensures that you document all aspects of a project so all stakeholders are informed and on the same page. Always know where your project is going, its purpose, and its scope.
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.
4 L's Retrospective Template
Works best for:
Retrospectives, Decision Making
So you just completed a sprint. Teams busted their humps and emotions ran high. Now take a clear-eyed look back and grade the sprint honestly—what worked, what didn’t, and what can be improved. This approach (4Ls stand for liked, learned, lacked, and longed for) is an invaluable way to remove the emotion and look at the process critically. That’s how you can build trust, improve morale, and increase engagement—as well as make adjustments to be more productive and successful in the future.
Project Canvas Template
Works best for:
Project Management, Documentation, Project Planning
A project canvas is a management tool that helps you summarize, visualize, and share all necessary information about your project. It can be used by all team members—from facilitators to project management professionals—at every stage of project development. The project canvas template allows you to keep all stakeholders in the project development process in the loop. By using a single platform for all project-related discussions, you can build a clear project overview and improve collaboration.
T-Chart Template
Works best for:
Ideation, Operations, Strategic Planning
T-Charts can help you compare and contrast two different ideas, group information into different categories, and prove a change through “before” and “after” analysis. T-Charts are visual organizational tools that enable you to compare ideas, so you can evaluate pros and cons, facts and opinions, strengths and weaknesses, or big-picture views versus specific details. Designers and content creators can use T-Charts to turn possibilities into actionable ideas. T-Charts are useful for discussing differences and similarities with your team or clients and can help you to reach a decision together.
Project Proposal Template
Works best for:
Project Management, Documentation, Project Planning
For any type of project, the Project Proposal template can be a crucial step toward clarifying the context, goals, and scope of a project to get stakeholder buy-in. A project proposal outlines what you want to accomplish, your goals, and how you plan to achieve them. Generally, a project proposal gives the reader some context on the project, explains why it is important, and lists the actions that you will take to complete it. Project proposals have myriad uses. Often, businesses use project proposals to get external buy-in from a donor or outside stakeholder. But many companies draw up project proposals for internal buy-in too.
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.
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.
Pros and Cons List Template
Works best for:
Decision Making, Documentation, Strategic Planning
A pros and cons list is a simple but powerful decision-making tool used to help understand both sides of an argument. Pros are listed as arguments in favor of making a particular decision or action. Cons are listed arguments against it. By creating a list that details both sides of the argument, it becomes easier to visualize the potential impact of your decision. To make your pros and cons list even more objective, it can help to weight each pro and con against the others. You can then present your decision with confidence, making a strong argument for why it’s the right one.
REAN Template
Works best for:
Marketing, Strategic Planning, Meetings
First introduced in Cult of Analytics, the REAN model is used to measure and understand the efficacy of marketing efforts. REAN stands for Reach, Engage, Activate, and Nurture, the main stages a marketer’s audiences experience during a typical journey. The REAN model helps marketing teams develop useful KPIs that can help capture how well their marketing or ad campaigns are working. Many teams rely on the REAN model because it is adaptable to a variety of marketing efforts, including planning measurement frameworks, setting goals, deciding on objectives, and mapping digital marketing channels.
Timeline Template
Works best for:
Project Management, Flowcharts, Project Planning
A timeline displays a chronological order of important dates, and scheduled events. Timelines help product managers, project managers, and team members tell visual stories about progress and obstacles. Timelines enable teams to see at a glance what happened before, what progress is happening now, and what needs tackling in the future. Projects or products with specific purpose or deliverables should be based on a timeline to be successful. Use the timeline as a shared reference for start dates, end dates, and milestones.
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 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.
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.
Value Chain Template
Works best for:
Leadership, Strategic Planning, Workflows
First coined by Harvard Business School professor Michael Porter, the value chain analysis helps your team evaluate your business activities so you can find ways to improve your competitive advantage. A value chain is a set of activities that a company performs in order to deliver a valuable product from start to finish. The analysis itself allows your team to visualize all the business activities involved in creating the product—and helps you identify inefficiencies, bottlenecks, and miscommunication within the process.
Value Stream Map Template
Works best for:
Project Management, Strategic Planning, Mapping
A value stream map can help you refocus your business on steps that actually provide value to your customers, cutting out wasteful and inefficient processes. With this template, you and your process team can collaborate on a value stream map today.
Wardley Mapping Canvas Template
Works best for:
Leadership, Strategic Planning, Mapping
A Wardley Map represents the landscape in which a business operates. It's made up of a value chain (the activities required to fulfill user needs) graphed against the evolution of individual activities over time. You place components with value on the y-axis and commodity on the x-axis. Use a Wardley Map to understand shared assumptions about your environment and discover what strategic options are available. Easily communicate your understanding of the landscape to your team, new hires, and stakeholders.
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.
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.
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.
Bang for the Buck Template
Works best for:
Project Management, Strategic Planning, Prioritization
The name pretty much says it—this Agile framework is all about helping you maximize efficiency by powering collaboration between product managers and dev teams. Together you can go over each to-do on the project agenda and evaluate them in terms of costs and benefits. That way you can prioritize tasks based on how much bang for your buck they deliver. This template is great for teams and organizations that want to make a strategic plan to tackle an upcoming sprint.
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.
Brand Guidelines Template
Works best for:
Design, Marketing, Documentation
What makes a strong brand? It’s having a well-defined personality, expressed with consistency at every touchpoint, and brand guidelines can help you do it. Brand guidelines are a clear list of rules—all the dos and don’ts—that cover details like colors, fonts, logo usage, photography, and brand voice. They help ensure that employees across a whole company or organization know how to display or speak about the brand. Miro’s whiteboard tool is the perfect canvas for creating brand guidelines, sharing them, and updating them.
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.
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?
Floor Plan Template
Works best for:
Operations, Workshops
Maybe you’re planning a big occasion or event. Or maybe you’re arranging seating structures and traffic flows that are more permanent. Either way, creating a floor plan—an overhead scaled diagram of the space—is equal parts functional and fun. This template will let you visualize how people will move about the space and know quickly if the space will do what you need, before you commit time, money, or resources. And you’ll be able to get as detailed as you want—finding the right measurements and dimensions, and adding or removing appliances and furniture.
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.
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.
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.
Simple Project Plan Template
Works best for:
Project Management, Strategic Planning, Project Planning
A simple project is a North Star for your team, helping them answer any big questions about the project. The project plan should describe the nature of the plan, why you’re doing it, how you’ll make it happen, how you’ll carry out each step of the process, and how long each step is projected to take. If you’re a project manager or team lead, use this template to start a simple project plan, which can then be adapted to suit internal team projects or external client partner projects.
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.
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.
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.
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.
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.
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.
Project Kickoff Template
Works best for:
Project Management, Documentation, Meetings
This Project Kickoff Meeting template helps you have all the information about your project in one shared space, like a project manifesto. This template has seven activities to define your project’s goals and objectives, the team’s roles and responsibilities, and the next steps and resource materials for further consultation. Use the Project Kickoff Meeting template to manage projects effectively and keep everyone aligned.
Product Development Roadmap Template
Works best for:
Product Management, Software Development, Roadmaps
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.
Concept Map Template
Works best for:
Education, Mapping, Brainstorming
Use the concept map template to create new ideas, structure your thoughts, and bring your innovations to life. It allows you to explore connections between concepts and let your creativity flow in an organized format. As a result, you’re able to visualize how to bring your new ideas to reality and how various concepts relate to each other.
Job Map Template
Works best for:
Design, Desk Research, Mapping
Want to truly understand your consumers’ mindset? Take a look at things from their perspective — by identifying the “jobs” they need to accomplish and exploring what would make them “hire” or “fire” a product or service like yours. Ideal for UX researchers, job mapping is a staged process that gives you that POV by breaking the “jobs” down step by step, so you can ultimately offer something unique, useful, and different from your competitors. This template makes it easy to create a detailed, comprehensive job map.
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.
STAR Technique Template
Works best for:
Strategic Planning, Prioritization
Find out how to use the STAR interview method to identify the best candidate for the role. Interviewees can also use the STAR technique to prepare detailed and thorough responses during the interview.
V2MOM Salesforce Template
Works best for:
Meetings, Strategic Planning
Align goals and strategies across your organization with the Salesforce V2MOM Template. Bring everyone together towards the same goals.
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.
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.
Social Media Calendar Template
Works best for:
Project Planning, Marketing
Most businesses have a social media presence, but many of them aren’t using social media as a competitive differentiator. The Social Media Calendar template allows you to plan, schedule, and craft posts for LinkedIn, Twitter, Facebook, Instagram, and Pinterest, so you can leverage social media as a strategic tool to promote your brand. Use the Social Media Calendar template to plan out your social content a week, month, or quarter in advance. Collaborate with the marketing team, prepare for product launches and major initiatives, and share draft social posts.
Miro is a collaborative online whiteboard platform designed for remote and distributed teams.