Strategy & planning templates

Bull's Eye Diagram Template

When you’re a growing organization, every decision can feel like it has make-or-break consequences—which can lead to decision paralysis, an inability to prioritize, inefficient meetings, and even low morale. If that sounds like you, put a Bull’s Eye Diagram to work. True to its name, a Bull’s Eye Diagram uses a model of concentric circles to help companies establish priorities, make critical decisions, or discuss how to remove or overcome obstacles.

FMEA Analysis Template

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.

Communications Plan Template

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.

RICE Prioritization Template

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.

How Now Wow Matrix Template

There are no bad ideas in a brainstorm — but some are more original and easier to implement. The How Now Wow matrix is a tool that helps you identify and organize those great ideas, as well as reinvigorates your team to think creatively and take risks (a taller order as you scale). Grab this template to create your own matrix, then rank the ideas you generated in a brainstorm as “How” (difficult to implement), “Now” (easy to implement), or “Wow” (both original and easy to implement).

ERD Healthcare Management System Template

The ERD Healthcare Management System Template streamlines the process of creating and managing entity-relationship diagrams for healthcare management systems. This template helps users visualize the complex relationships between different entities such as patients, healthcare providers, medical records, and billing information. It offers a flexible and customizable framework that can be adapted to fit the specific needs of any healthcare management system, ensuring clarity and efficiency in system design and database structure.