Strategy & planning templates

Content Strategy

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.

SIPOC Process Map

The SIPOC Process Map is a visual tool for documenting the high-level process flow of a system or project. It helps teams identify Suppliers, Inputs, Processes, Outputs, and Customers, facilitating a holistic understanding of the value stream. This template enables teams to visualize key process elements and interdependencies, empowering them to identify areas for improvement and optimize workflow efficiency. By promoting transparency and collaboration, the SIPOC Process Map empowers organizations to deliver value more effectively and satisfy customer needs.

Empathy Map Canvas

Empathy Map Canvas is an essential tool for capturing user insights. By visualizing what users think, feel, and experience, you can create more effective and user-friendly designs. This template is perfect for teams focused on user-centered design.

Agile Marketing KANBAN

The Agile Marketing KANBAN template adapts Kanban principles to the marketing domain, enabling teams to manage campaigns, tasks, and workflows efficiently. It provides visual boards for planning, prioritizing, and tracking marketing activities, ensuring alignment with strategic goals and timely delivery of campaigns. With customizable columns and swimlanes, this template empowers marketing teams to visualize work, limit work in progress, and optimize their processes, driving agility and effectiveness in marketing operations.

Good, Bad, Ideas, Action, Kudos Retrospective

The Good, Bad, Ideas, Action, Kudos Retrospective template offers a structured approach to retrospectives by categorizing feedback into five key areas: good, bad, ideas, action items, and kudos (appreciations). It provides elements for team members to share their thoughts, suggestions, and acknowledgments. This template enables teams to reflect on past performance, generate actionable insights, and celebrate achievements. By promoting inclusivity and constructive feedback, the Good, Bad, Ideas, Action, Kudos Retrospective empowers teams to foster collaboration, drive continuous improvement, and strengthen team dynamics effectively.

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.

Project Timeline Builder

The Project Timeline Builder template is a powerful tool for planning and managing project timelines. It helps you break down projects into manageable tasks, set deadlines, and track progress. This template ensures you stay organized and meet your project goals efficiently.

SIPOC

The SIPOC template by Dagmar Vlahos provides a structured framework for documenting the high-level process flow of a system or project. It helps teams identify Suppliers, Inputs, Processes, Outputs, and Customers, facilitating a holistic understanding of the value stream. By visualizing key process elements and interdependencies, this template enables teams to identify areas for improvement and optimize workflow efficiency, empowering organizations to deliver value more effectively and satisfy customer needs.

Business Model Canvas Template

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.

V2MOM Workshop

Align goals and strategies across your organization with the Salesforce V2MOM Template. Bring everyone together towards the same goals.

Features Prioritization Tool

The Features Prioritization Tool offers a systematic approach to prioritizing product features based on criteria such as value, effort, and strategic alignment. It provides a structured framework for capturing, evaluating, and ranking feature ideas, enabling teams to make informed decisions about what to build next. With customizable scoring mechanisms and visual dashboards, this template empowers product teams to optimize their product roadmap and deliver maximum value to customers, driving competitiveness and market success.

Agile Product Roadmap

Enhance your agile workflow with the Agile Product Roadmap by HatchWorks. This template helps you plan and track product development in agile sprints, ensuring continuous delivery and improvement. Use it to align teams, prioritize features, and adapt quickly to changes. Ideal for agile teams aiming to maintain flexibility and efficiency in their product development process, ensuring timely and iterative delivery of enhancements.

Epic & Feature Roadmap Planning

Epic & Feature Roadmap Planning template facilitates the breakdown of large-scale initiatives into manageable features and tasks. It helps teams prioritize development efforts based on business impact and strategic objectives. By visualizing the relationship between epics and features, teams can effectively plan releases and ensure alignment with overall project goals and timelines.