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TEMPLATES

SWOT Analysis
Evaluate your internal Strengths and Weaknesses and external Opportunities and Threats against your objective

Project Plan
Start with a blank project and define your objectives, track your progress with metrics and colors, and assign ownership of items
Template Library - Featured
OKR Goals
Simple, online OKR template everyone can master. OKRs are the core to execution for some of the most innovative and fastest growing companies - including Google, Linkedin, and Intel to name a few. The objectives tell us what we need to do next to achieve our vision. They should be qualitative. Key results "KRs" are quantitative, outcome based, and are the definitions of success for the objective. They define what success looks like and let us know if we are making progress.

Define Your Mission
Proven methodology to help you define a powerful mission for your organization. Get everyone in alignment and achieve remarkable outcomes. Inspired by Jim Collins Core Ideology from his best selling book, Built to Last. Use this collaborative template to get your whole team involved in your company, team, role, or project specific mission.

Kanban Board
Kanban is a scheduling system for agile development and just-in-time manufacturing. Originally developed by Toyota, kanban helps to improve efficiency.

To Do List
Build your own collaborative to do list. Customize sections, track completion score, status colors, and assign ownership.

Define Your Meeting's Desired Outcome
Coming prepared to a meeting is critical to achieving a successful outcome. Understanding your desired outcome, your plan for achieving your desired outcome, and thinking through the obstacles that may present themselves, will help you to come prepared to achieve a successful outcome.

Gap Analysis
Leverage an online Gap Analysis to compare your current state with a future or desired state. Identify the Gaps between current and future state and help your team develop a set of actions to close the gaps.

Meeting Agenda
Plan your next meeting with an online agenda. Define your agenda, tasks, notes, and your next agenda.

Morning Routine
Start your day with this brilliant morning routine template you can perform from any mobile device. Think holistically about the important areas of your life and bring balance, perspective, and focus to help make everyday productive.

PEST Analysis
Leverage a PEST Analysis to analyze your Political, Economic, Social, and Technological factors to stay ahead. A PEST Analysis is often used in conjunction with a SWOT Analysis to provide a macro look at external factors impacting a business objective. Explore how exchange rates, cultural norms, upcoming elections, population growth rates, and many more factors can impact your objective.

Pro & Con
Weight all your options with a thoughful pro and con template. Look at how the stakeholders, those who will be impacted by this decisions, will be impacted. Look at the risks associated with this decision.

Problem Solving
Solve problems together with a proven template for working through root cause issues and focusing on the problem, cause, effects, and ultimately proposed solutions.

Sprint Retrospective
After each sprint, use this online retrospective template to analyze what went well, what went wrong, what could we do differently to improve.

Stop, Start, Continue
Often leveraged by engineering teams, Stop, Start, Continue templates are a classic format helping you look at what's working, not working, needed, and collecting valuable feedback. Sometime referred to as Stop, Keep doing, Start Analysis.

SWOT Plan
Combining SWOT Analysis with an Action plan on one page. Mission, quarterly goals, key metrics, and SWOT Analysis onto a single page.

The Alignment Plan
The Alignment Plan combines Purpose, Vision, Mission, Values with quarterly OKRs. It's anchored in a strong foundation built on purpose and values, and pushed forward by vision and mission. The objectives and key results are rooted in quarterly urgency and provide clarity on what you and your team are working on next to achieve the long-term vision.

V2MOM
Marc Benioff, Co-founder and CEO of Salesforce, developed the V2MOM template for setting annual goals across the organization. Each year he creates a new V2MOM and shares it with the entire company. Each leader and every employee also creates and published their own annual V2MOM plan.

V2MOM w/ OKRs
Marc Benioff, Co-founder and CEO of Salesforce, developed the V2MOM template for setting annual goals across the organization. The extended V2MOM breaks out each of the key Methods into distinct OKRs

Weekly Goals
A repeatable weekly goals template will help you stay focused without becoming over loaded. Each week determine the six most important things you must accomplish tomorrow, ranked in order of importance.

Weekly Update
Each week, send around this update template to your team to understand what got done, what are our goals for next week, and things that are blocking us.

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