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ALIGNMENT PLAN TEMPLATES

Mission Framework

Define your company, team, role, project mission vision statement

SWOT Analysis

Evaluate your internal strengths and weaknesses and external opportunities and threats against your objective

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Alignment Plan

Build a one page plan to define your objectives (OKRs), track your progress, and assign ownership

Template Library - Featured

Retrospective

Perform Team Retrospective. After each quarter, 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.

Business Model Canvas

Together with the SWOT analysis, the Business Model Canvas is one of the most used tools to help businesses look at the current state of their business in a strategic way.

Collaborative Whiteboard

Use this collaborative whiteboarding template to brainstorm ideas, strategies, and concepts. Easily drag and drop or vote on the most important ideas and sort to the top. Customize the colors, the card titles and add embedded notes. You can also enable scores and sort by score. The most powerful and structured whiteboarding canvas online.

Eisenhower Matrix

Eisenhower Matrix helps you prioritize your time. You can use this framework to help manage your daily to do list based on what is urgent vs not urgent and what is important vs not important.

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.

Kanban Board

Kanban is a very simple way of improving your team's efficiency and agility

OKRs

OKRs are a powerful goal execution framework based on objectives and key results.

One Page Memo

P&G one page memo helps you create a clear and concise summary. Next time you are working on a new idea, leverage the One Page Memo to help formulate your idea into a simple, concise, plan.

PESTEL Analysis

Analyze your Political, Economic, Social, Technological, Legal, and Environmental factors to stay ahead. A PESTEL Analysis is often used in conjunction with a SWOT Analysis to provide a macro look at external factors impacting a business objective. This includes looking at political, economic, social/cultural, and technological factors that could have impact on your business objectives. This includes looking at exchange rates, cultural norms, upcoming elections, population growth rates, and many more.

Pro & Con List

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 Analysis

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

Project Mission Framework: Purpose+Vision

Define your teams purpose, vision, & key metric goal. A powerful mission statement is based on your purpose, vision, and values, summarized into a crisp 7-12 word mission statement. Inspired by Jim Collins best selling book, Built to Last.

Role Mission Framework: Purpose+Vision

Define your personal missions including your purpose, vision, & key metric goal. A powerful mission statement is based on your purpose, vision, and values, summarized into a crisp 7-12 word mission statement. Inspired by Jim Collins best selling book, Built to Last.

Team Mission Framework: Purpose+Vision

Define your team purpose, vision, & key metric goal. A powerful mission statement is based on your purpose, vision, and values, summarized into a crisp 7-12 word mission statement. Inspired by Jim Collins best selling book, Built to Last.

The Balanced Scorecard

The Balanced Scorecard—Measures that Drive Performance by Robert S. Kaplan, David P. Norton

To Do List

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

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.

Vision SWOT

An envisioned future SWOT can help you see the future and design a winning strategy to achieve your vision. Remember to rank your items in order of importance.

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. This daily productivity method has been a key model since 1918 when Bethlehem Steel Corporation CEO hired Ivy Lee to help them increase productivity. 1. At the end of each workday, write down the six most important things you need to accomplish tomorrow. 2. Prioritize those six items in order of their true importance. 3. When you arrive tomorrow, concentrate only on the first task. Work until the first task is finished before moving on to the second task. 4. Approach the rest of your list in the same fashion. At the end of the day, move any unfinished items to the following day. 5. Repeat this process every working day.

Weekly Top 6

Execute Weekly Top 6. This is the rhythm that brilliantly and rigorously drives your PLAN execution. Each week determine the six most important things each leader must accomplish for the week, ranked in order of importance and mapped to your company or team objectives. This productivity method has been a key model since 1918 when Bethlehem Steel Corporation CEO hired Ivy Lee to help them increase productivity. 1. Add the six most important things you need to accomplish for the week, mapped to a core group-wide objective. 2. Prioritize those six items in order of their true importance. 3. At end of each week score your Top 6 - add a % score for what was completed [Green = 80%+, Yellow = 60-79%, Red = Below 59]