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CATEGORIES

Advertising and Marketing

Customer Success

Decision Making

Goals and Objectives

HR and Recruiting

Personal Development

PR and Communications

Problem Solving

Product, Design, UX

Project Management

Software Development

Venture Capital

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TEMPLATES

SWOT Analysis

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

Build a strategic OKR plan and define your objectives, track your progress with metrics and colors, and assign ownership of items

Create your own custom project template and customize your page layout to be a grid, plan, or board, select colors, section titles, and more

Template Library - Featured

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

Meeting Strategy

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.

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

Mission, Vision, Values

Define a powerful mission statement based on your purpose, mission, vision, values, metrics for your team. Inspired by Jim Collins best selling book, Built to Last.

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.

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.

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 Analysis Light

This SWOT Analysis template defaults the modules to light grey. Great for use cases where you want the SWOT framework to blend into the flow of other project planning motions. You can customize the colors of your modules at anytime.

Team To Do List

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

The Alignment OKR 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. RHYTHM - Every team member performs the following each quarter. 1. Each team member clicks above "use template" and sets visibility to "Team Edit" 2. Each team member completes all 4 aspects of the STRATEGY section, each project set to "Team Edit" 3. Team leader meets with each team member and reviews and confirms SWOT conclusion and Retrospective action items 4. Each team member posts their OKRs to their Alignment OKR plan 5. Team members give and record a "How to achieve presentation" laying out how they plan to achieve objectives and key results Review previous and next quarter highest level Alignment OKR plan during the next all-hands meeting

The Balanced Scorecard

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

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.

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