Strategy & planning templates

Goals-based Roadmap

The Goals-based Roadmap template enables teams to set clear objectives and chart a course for achieving them. By defining specific goals and milestones, teams can track progress and adapt their strategies accordingly. This template fosters accountability and transparency, ensuring that everyone is working towards common objectives. With a focus on outcomes, teams can prioritize initiatives that drive the greatest impact and value.

Product Launch Lifecycle

The Product Launch Lifecycle template guides product managers through the stages of launching new products. By outlining pre-launch, launch, and post-launch activities, this template ensures comprehensive product launch planning and execution. With sections for defining launch objectives, identifying target audiences, and tracking performance metrics, it facilitates coordinated efforts across marketing, sales, and product teams. This template serves as a roadmap for successful product launches, maximizing market impact and customer adoption.

Swimlane Diagram Template

A swimlane diagram shows you which stakeholders are responsible for each area of your critical processes. You can use it to understand current processes or plan new ones.

Product Discovery Kick Off Workshop

The Product Discovery Kick Off Workshop template accelerates the start of product discovery initiatives. By facilitating collaborative workshops, defining objectives, and establishing timelines, this template ensures that product discovery efforts are structured and focused. With sections for defining user personas, articulating problem statements, and setting success criteria, it guides teams through the initial stages of product discovery, laying the foundation for successful product development. This template serves as a catalyst for aligning teams and kick-starting product innovation journeys.

SaaS Implementation Timeline

The SaaS Implementation Timeline template offers a visual roadmap for planning and tracking the implementation of Software as a Service (SaaS) solutions. It provides a structured framework for defining milestones, allocating resources, and monitoring progress. This template enables organizations to manage SaaS deployments effectively, ensuring successful adoption and realization of business value. By promoting transparency and accountability, the SaaS Implementation Timeline empowers teams to deliver projects on time and within budget, driving organizational agility and competitiveness.

Flowchart Template

Trying to explain a process or workflow to your team — or just wrap your head around it yourself? Sometimes the best way is to see it, and that’s when you create a flowchart. Using common shapes (generally just ovals, rectangles, diamonds, and arrows), a flowchart shows you the direction a process or workflow goes and the order of steps. Beyond giving you a clear understanding, you’ll also be able to see potential flaws and bottlenecks, which helps you refine and improve your process and create a better product more efficiently.