Strategy & planning templates

User Interview Template

A user interview is a UX research technique in which researchers ask the user questions about a topic. They allow your team to quickly and easily collect user data and learn more about your users. In general, organizations conduct user interviews to gather background data, to understand how people use technology, to take a snapshot of how users interact with a product, to understand user objectives and motivations, and to find users’ pain points. Use this template to record notes during an interview to ensure you’re gathering the data you need to create personas.

Innovation Matrix Template

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.

Meeting Action Items Template

Ever walked out of a productive meeting only to watch great ideas disappear into the void? The Meeting Action Items template helps you capture decisions, assign clear ownership, and track progress—all in one visual workspace. Built with Miro Tables, this template turns your post-meeting chaos into organized accountability that actually drives results.

Communication Matrix Template

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.

PI Planning Template

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.

5W1H Template

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.

OKR Timeline Template

An OKR timeline template helps leadership teams visualize and track Objectives and Key Results across quarters and departments. Instead of buried spreadsheets and disconnected check-ins, you get a dynamic timeline that shows how individual key results connect to bigger objectives, when milestones are due, and where dependencies might derail progress. Use this template to create transparent OKR tracking that keeps strategic initiatives on course and teams aligned on what matters most.

Assumption Grid Template

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.