Workshop Planner
The workshop planner contains two sections to help you create dynamic and effective workshops.
Workshop planner
Section A: the first section has three steps to support you and other facilitators to think about the workshop's details, activities, and facilitation strategies.
Section B: the second section has a template for you to organise the ideas generated in section A and visualise the workshop's final plan.
This planner can be used for small or large workshops. You can use it to quickly build a shared vision with your team and create an engaging experience for participants!
Acknowledgements: Thanks to Professor Deb Polson, who has generously provided feedback during the creation of this template.
This template was created by Carla Amaral.
Get started with this template right now.
Fishbone Diagram for Marketing
Works best for:
Fishbone diagram
Identifying the root causes of marketing challenges is essential for effective strategy development. The Fishbone Diagram for Marketing template helps you systematically explore factors affecting your marketing efforts. Categorize potential causes into areas such as market research, product positioning, promotional strategies, and distribution channels. This structured analysis enables your team to pinpoint and address issues, optimizing marketing campaigns.
Product tone of voice
Works best for:
Product Management, Planning
The Tone of Voice Workshop template helps product teams define and align on brand tone and messaging. By facilitating collaborative workshops, exploring brand personality traits, and defining tone guidelines, this template ensures consistent and impactful communication. With sections for identifying target audience personas, articulating brand values, and crafting messaging principles, it enables teams to create authentic and compelling brand voices. This template serves as a foundation for building strong brand identities and resonating with customers across all touchpoints.
Marketing Campaign Timeline
Works best for:
Timeline, Planning
Plan and execute your marketing strategies seamlessly with the Marketing Campaign Timeline template. This tool allows you to map out every stage of your campaign, from planning to launch and analysis. Visualize key milestones, set deadlines, and track progress to ensure your marketing efforts are well-coordinated and effective. Ideal for marketing teams looking to optimize their campaign management.
Value Stream Mapping Template
Works best for:
Project Management, Strategic Planning, Mapping
A value stream map can help you refocus your business on steps that actually provide value to your customers, cutting out wasteful and inefficient processes. With this template, you and your process team can collaborate on a value stream map today.
Buyer Persona Template
Works best for:
Marketing, Desk Research, User Experience
You have an ideal customer: The group (or few groups) of people who will buy and love your product or service. But to reach that ideal customer, your entire team or company has to align on who that is. Buyer personas give you a simple but creative way to get that done. These semi-fictional representations of your current and potential customers can help you shape your product offering, weed out the “bad apples,” and tailor your marketing strategies for serious success.
Conversion Funnel Backlog Template
Works best for:
Decision Making, Product Management, Prioritization
If you’re working on a product that has clear conversions, then it can help to structure your backlog around the conversion funnel to make sure you’re reaching your audience. Creating a conversion funnel backlog brings together information around potential pain-points in your funnel and opportunities for growth. Once you’ve identified that information, it becomes easier to prioritize. You and your team can use the conversion funnel backlog to focus on conversion, retention, and referral, or to tweak your workflow in more mature products.