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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Sailboat Template
Works best for:
Agile Methodology, Meetings, Retrospectives
The Sailboat Retrospective is a low-pressure way for teams to reflect on how they handled a project. By defining your risks (the rocks), delaying issues (anchors), helping teams (wind), and the goal (land), you’ll be able to work out what you’re doing well and what you need to improve on for the next sprint. Approaching team dynamics with a sailboat metaphor helps everyone describe where they want to go together by figuring out what slows them down and what helps them reach their future goals.
Funding Tracker Template
Works best for:
Kanban Boards, Operations
For many organizations, especially non-profits, funding is their lifeblood—and meeting fundraising goals is a crucial part of carrying out their mission. A funding tracker gives them a powerful, easy-to-use tool for measuring their progress and staying on course. And beyond helping you visualize milestones, this template will give you an effective way to inspire the public to donate, and help you keep track of those donors. It’s especially useful when you have multiple donations coming from a variety of sources.
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.
Product Management - Product Flow
Works best for:
Product Management, Planning
Product Management - Product Flow template enables product managers to visualize and streamline product development processes. By mapping out key stages, tasks, and dependencies, this template enhances workflow transparency and coordination. With features for identifying bottlenecks and optimizing resource allocation, it empowers teams to improve efficiency and accelerate product delivery. This template serves as a valuable tool for ensuring smooth product development and launch processes, ultimately driving better outcomes.
Journey Map To Plot the Customer Experience
Works best for:
Customer Journey Map
A journey is a tool to map out the customer experience of (a part of) your product/service in a visual way.
Card Sorting Template
Works best for:
Desk Research, UX Design, Brainstorming
Card sorting is a brainstorming technique typically used by design teams but applicable to any brainstorm or team. The method is designed to facilitate more efficient and creative brainstorms. In a card sorting exercise, you and your team create groups out of content, objects, or ideas. You begin by labeling a deck of cards with information related to the topic of the brainstorm. Working as a group or individuals, you then sort the cards in a way that makes sense to you, then label each group with a short description. Card sorting allows you to form unexpected but meaningful connections between ideas.