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.
Product / Market Fit Canvas Template
Works best for:
Market Research, Strategic Planning, Product Management
The product/market fit canvas template is used to help product teams meet customer and market needs with their product design. This template looks at a product in two dimensions: first, how the product fits user needs, and second, how the fully designed product fits within the market landscape. This combined metric understands a product holistically from the way customers use and desire a product, to the market demand. By comparing customer and product qualities side by side, users should better understand their product space and key metrics.
Cross Functional (Swimlane) Chart
Works best for:
Flowcharts, Mapping, Diagrams
The Cross Functional (Swimlane) Chart template offers a visual tool for mapping out processes or workflows with multiple stakeholders or functional areas. It provides swimlanes for organizing tasks and responsibilities by department or role. This template enables teams to visualize process flows, identify handoffs, and improve coordination and collaboration across functions. By promoting transparency and accountability, the Cross Functional (Swimlane) Chart empowers organizations to streamline workflows and drive cross-functional alignment effectively.
Communication Matrix Template
Works best for:
Project Management, Project Planning, Meetings
The Communication Matrix Template serves as a structured framework for businesses and projects to streamline their communication strategies. By mapping out types of communication, their purposes, mediums, frequencies, and intended audiences, the template ensures that every stakeholder remains informed and aligned. One of its key benefits is the enhanced clarity it brings. By laying out the specifics of each communication touchpoint, the matrix eliminates ambiguity, ensuring that all involved parties know exactly what to expect and when leading to more efficient collaboration and fewer misunderstandings.
The Working & Stuck Venn Diagram
Works best for:
Venn Diagrams
The Working Stuck Venn Diagram template helps you identify and resolve project blockages. Use it to compare tasks, resources, and challenges, pinpointing where work is getting stuck. This template facilitates problem-solving and strategic planning, helping teams overcome obstacles and improve workflow efficiency. Ideal for project managers, team leaders, and anyone looking to enhance productivity and ensure smooth project execution.
Salesforce Implementation Plan
Works best for:
Roadmap, Planning, Mapping
The Salesforce Implementation Plan template offers a structured framework for planning and executing Salesforce deployment projects. By outlining key milestones, tasks, and dependencies, teams can ensure a smooth transition to the Salesforce platform. This template facilitates collaboration between IT and business teams, ensuring that implementation efforts are aligned with strategic objectives and deliver value to stakeholders.
Resource Management Gantt Chart
Works best for:
Strategy, Planning
Efficient resource allocation is crucial for project success. The Resource Management Gantt Chart template helps you plan and manage your resources effectively. Use it to track the availability and allocation of personnel, equipment, and materials throughout your project. This template ensures resources are optimally utilized, reducing waste and avoiding delays, providing a clear overview of assignments and workload balance.