Year Timeline Template
This template is useful for outlining milestones of a project/initiative coming to life in the upcoming year(s).
The template would become the first step for strategizing, estimating how realistic the plans are, or explaining complex structures by slicing them into big pieces.
The simplicity of this template is its key advantage: you are not concentrating on details rather getting an overview of the big picture. This “look from the above” allows for planning on meta-level which, in turn, makes you focus on the core meaning, not the package.
The “Year timeline” can help upper management bring their ideas down to their teams to provide them with an overview and ensure the alignment within the team.
This template was created by Ruslan Kildeev.
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Cross Functional Flowchart
Works best for:
Org Charts, Business Management
Have a quick look at everyone on a project and see exactly what they’ll contribute. That’s the clarity and transparency a cross-functional flowchart will give you. These are also called “swim lane” flowcharts because each person (each customer, client, or representative from a specific function) is assigned a lane—a clear line—that will help you visualize their roles at each stage of the project. This template will empower you to streamline processes, reduce inefficiencies, and make meaningful cross-functional relationships.
Corrective Action Plan Template
Works best for:
Project Management, Operations, Strategic Planning
For a manager or HR leader, it’s the least fun part of the job: Documenting an employee’s performance issues and talking about them directly to that employee. A corrective action plan makes that tough task a little easier by putting issues into a professional, written framework. That way the process, next steps, and details of the conversations are all clearly documented. This template will enable you to eliminate murky communication, align on expectations, and provide step-by-step instructions for your employee.
Corrective Action Plan Template
Works best for:
Project Management, Operations, Strategic Planning
For a manager or HR leader, it’s the least fun part of the job: Documenting an employee’s performance issues and talking about them directly to that employee. A corrective action plan makes that tough task a little easier by putting issues into a professional, written framework. That way the process, next steps, and details of the conversations are all clearly documented. This template will enable you to eliminate murky communication, align on expectations, and provide step-by-step instructions for your employee.
Product Strategy Workshop
Works best for:
Product Management, Planning
The Product Strategy Workshop template facilitates collaborative sessions for defining and refining product strategies. By providing frameworks for analyzing market dynamics, identifying customer needs, and setting strategic goals, this template fosters alignment among cross-functional teams. With sections for SWOT analysis, value proposition development, and goal setting, it enables teams to create comprehensive product strategies that drive business growth and customer satisfaction.
Status Report Template
Works best for:
Project Management, Documentation, Strategic Planning
A status report provides a snapshot of how something is going at a given time. You can provide a status report for a project, a team, or a situation, as long as it emphasizes and maps out a project’s chain of events. If you’re a project manager, you can use this report to keep historical records of project timelines. Ideally, any project stakeholder should be able to look at a status report and answer the question, “Where are we, and how did we get here?” Use this template as a starting point to summarize how something is progressing against a projected plan or outcome.
Team Charter Template
Works best for:
Meetings, Workshops, Team Meetings
A team charter is a document that outlines your team’s purpose and objectives, as well as steps you will take to reach your goals. The team charter illustrates the focus and direction for all team members. When created collaboratively, the team charter is a great way for individuals to feel even more connected to one another within the group. A team charter template is useful when you’re first establishing a new team, adding new members to an existing team, or when you need to better align regardless of your team’s tenure.