All posts in category “Templates”

Switch up your meetings and involve everyone in the discussion with Lean Coffee. This agenda-less meeting style is gaining traction within Agile teams thanks to its ability to ensure the meeting is an effective use of everyone's time.

The Strategic Plan template is a framework that plots the various strategies within an organization on one page. This single document is an invaluable resource to help teams understand how their individual goals fit within the business' strategic plan. It also allows managers to keep track of compet…

In this article, we'll show you just how to define, categorize, capture, and organize all your customers’ needs into the Jobs to be done framework (JTDB for short). This template will help you uncover insights into what causes people to buy a particular product.

A marketing funnel may seem like a complicated tactic used by salespeople, but in actual fact, every business has one. If you bring people to your website, give them some information about your products, then drive them to purchase, that's a very simplified marketing funnel. But, without optimising…

A project kickoff meeting gathers everyone involved in the new project. Ensure the meeting meets its goals by taking advantage of a collaborative online board and template to host the meeting and communicate the agenda.

Check out our list below of 10 strategy planning templates you can use for everything from starting a new business, conducting a risk analysis, identifying business opportunities, and setting big goals.