Strategy & planning templates

Lesson Plan Template

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.

AARRR Template

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.

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.

Requirements Gathering Template

The Requirements Gathering Template is an indispensable tool for project teams. It is the perfect solution for those who want to ensure their objectives are crystal clear and prioritize them efficiently. The three-category hierarchy created by this template - must-haves, should-haves, and good-to-haves - is an excellent way to streamline project requirements and allocate resources effectively. Any project team looking to optimize their workflow should consider this tool a must-have. It is a shining example of organized foresight, which is critical in today's world, where clarity is crucial.

OGSM Template

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.

Idea Funnel Backlog

An Idea Funnel Backlog enables you to visualize your backlog and restrict the number of backlogged items at the top. In doing sos, you can prioritize items on your list without having to engage in unnecessary meetings or create too much operational overhead. To use the Idea Funnel Backlog, break up the funnel into different phases or treat it like a roadmap. Use the Idea Funnel Backlog as a hybrid model that combines your roadmap and backlog into one easily digestible format.