Tag Archives for templates

Did you check our last week’s template round up post yet? We shared five new templates useful for project planning that can help streamline planning, mapping, managing, and executing various tasks.

This week, we have five new templates that are helpful for team building, UX design, and risk analysis. These templates will help streamline communication, foster creativity, and improve decision-making within your projects.

Explore our diagram community to discover a wide range of industry-specific templates and examples that can help you efficiently manage your daily tasks.

This week’s templates include:

• Icebreaker template
• Connect 4 template
• Look, mock, analyze template
• Card sorting template
• Risk assessment template

Icebreaker Template

The icebreaker template is designed to foster team cohesion and energize group interactions. This online visual whiteboard template is a fantastic asset for team-building activities, workshops, and meetings. It encourages participants to engage, share, and connect with each other in a lighthearted and enjoyable manner. By breaking down initial barriers and building a positive atmosphere, the Ice Breaker template paves the way for more productive collaborations and open communication within the team.

How to use the icebreaker template:

1. Setup: Open the Creately app and create a new board. Access the Ice Breaker template from the template library or create a new board and add the template elements.
2. Introduction: Gather your team members in a meeting or workshop. Introduce the Ice Breaker activity and explain its purpose: to create a relaxed environment for everyone to get to know each other better.
3. Choose an icebreaker: Select an icebreaker activity from the template, such as “Two Truths and a Lie” or “Emoji Introductions.” Each activity is designed to encourage participants to share personal anecdotes, interests, or experiences.
4. Engagement: Follow the steps of the chosen activity as outlined in the template. For example, if you’re doing “Two Truths and a Lie,” ask each team member to share two true statements and one false statement about themselves. The others will try to guess which statement is the lie.
5. Discussion and connection: As each team member participates, encourage lighthearted discussions and interactions among the group. After everyone has shared, take a moment for reflections and celebrate the newfound insights into each other’s lives.

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Connect 4 Template

The connect 4 dots ice breaker template is an interactive and engaging tool designed to strengthen team bonds and encourage meaningful conversations. This online visual whiteboard template offers a unique twist on the classic Connect 4 game, infusing an element of fun and friendly competition into team-building activities. The template promotes teamwork, problem-solving, and collaboration in a relaxed and enjoyable setting.

How to Use the Connect 4 Dots Ice Breaker Template:

1. Open the template: Use the Creately app and find the Connect 4 Dots Ice Breaker template.
2. Pair up: Put team members into pairs.
3. Play the game: Take turns placing your colored dots on the board. Before placing a dot, answer a question related to the prompt.
4. Connect dots: Try to get four dots in a row: up/down, side-to-side, or diagonally.
5. Chat and play: Talk to your partner while playing. Share stories and ideas related to the prompts.

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Look, Mock, Analyze Template

The look, mock, analyze template is a handy tool for UX designers aiming to improve their designs through teamwork. This online visual whiteboard template simplifies the process of reviewing user interfaces, finding areas for improvement, and encouraging productive discussions. By guiding designers and stakeholders through a structured evaluation, this template contributes to creating user-friendly and effective digital experiences.

How to use the look, mock, analyze template:

1. Prepare your workspace: Open the Creately app or use a physical whiteboard. Create three sections labeled “Look,” “Mock,” and “Discuss.”
2. Introduction: Gather your design team and stakeholders for a collaborative session. Explain that you’ll be using the Look, Mock, Analyze method to improve the user interface.
3. Look: In the “Look” section, show the design you want to evaluate. It could be a wireframe, prototype, or screenshot. Give everyone a moment to study it individually and note their initial thoughts.
4. Mock: In the “Mock” section, ask participants to suggest changes directly on the design. They can draw new elements, mark areas needing improvement, or propose layout adjustments.
5. Discuss and analyze: In the “Analyze” section, gather as a group to talk about each person’s insights and suggested changes. Discuss the usability and visual aspects of the design. Decide on the most important improvements and make a plan for implementing them.

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Card Sorting Template

The card sorting template can be used by UX designers aiming to create user-friendly digital experiences. This online visual whiteboard template simplifies the process of understanding how users group and categorize information. By involving users in the organization of content, the template helps designers create intuitive navigation systems and information architectures that match users’ mental models.

How to use the card sorting template:

1. Set up your workspace: Open Creately app. Create a new board or use an existing one to set up the Card Sorting template.
2. Prepare content cards: Create digital cards representing pieces of content, features, or categories. Each card should have a clear label and description.
3. Introduction: Gather a group of participants who represent your target users. Introduce the Card Sorting activity and explain that you’re seeking their input to improve the content organization.
4. Sort the cards: Distribute the content cards among the participants. Ask them to group and arrange the cards in a way that makes the most sense to them. They can use categories or labels they create themselves.
5. Discussion and analysis: Once participants have sorted the cards, gather as a group to discuss their decisions. Ask about their thought process, why they grouped items a certain way, and if anything was challenging. Use their insights to refine your content structure and navigation design.

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Risk Assessment Template

The risk assessment template helps with risk analysis and management. This template simplifies the process of identifying, evaluating, and prioritizing potential risks in projects, processes, or initiatives. By systematically assessing risks, this template helps teams with making informed decisions to mitigate negative impacts and improve overall project success.

How to use the risk assessment template:

1. Open your workspace: Access Creately app. Create a new board or use an existing one to set up the Risk Assessment template.
2. List potential risks: Begin by listing all potential risks related to your project or initiative. Each risk should be specific and clearly described.
3. Assess likelihood and Impact: For each risk, assess its likelihood of occurring and the potential impact it could have. Use a simple scale (e.g., low, medium, high) or numerical values.
4. Prioritize risks: Calculate a risk score by combining the likelihood and impact assessments. Identify high-priority risks by focusing on those with the highest scores.
5. Develop mitigation strategies: For each high-priority risk, brainstorm and outline potential mitigation strategies. These strategies should help reduce the likelihood or impact of the risk.

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In our last week’s roundup article, we shared templates tailored for product managers to help them to track delivery dates, assess consensus on product options, apply effective problem-solving approaches, and organize product strategy.

This week, we are focusing on project managers, with templates designed to facilitate tracking and prioritizing conversion initiatives, fostering progress communication and collaboration, promoting continuous improvement, visualizing strategic direction, and defining project scope and roles.

Explore our diagram community for industry-specific templates and examples to support your unique use cases.

This week’s templates include:

• Product roadmap template
• Project charter template
• Conversion funnel backlog template
• Show and tell meeting template
• Four Ls retrospective template

Product Roadmap Template

The product roadmap template is a powerful tool that project managers can use to plan and communicate the strategic direction of their projects. It provides a clear visual overview of the product’s development journey, helping teams and stakeholders stay aligned with the project’s goals and progress.

5 simple steps to use the product roadmap template:

1. Define goals – Clearly outline your project objectives and key milestones.
2. Set timelines – Establish realistic timelines for each milestone.
3. Prioritize features – List and prioritize the essential features to achieve goals.
4. Visualize the roadmap – Create a clear visual representation of the project’s journey.
5. Communicate and review – Share the roadmap with your team and stakeholders, and regularly review and adjust as needed.

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Project Charter Template

The project charter template can be used by project managers to kickstart their projects on the right track. It serves as a foundational document that outlines the project’s purpose, scope, objectives, and key stakeholders, providing a clear roadmap for successful project management.

5 simple steps to use the project charter template:

1. Project overview: Provide a brief description of the project, including its name, purpose, and the problem it aims to solve. Clearly state the project’s goals and how it aligns with the organization’s objectives.
2. Scope definition: Clearly define the project’s boundaries and what is included or excluded. Identify the deliverables and outcomes the project will produce.
3. Roles and responsibilities: Outline the roles and responsibilities of each team member involved in the project. This ensures everyone knows their tasks and helps avoid confusion.
4. Timeline and milestones: Set a realistic timeline for the project and identify key milestones. This will help keep the project on schedule and track progress.
5. Stakeholder identification: List all the stakeholders involved in the project, both internal and external. Understand their interests and involvement to effectively manage communications and expectations.

This way by using the project charter template, project managers can streamline their projects’ initiation phase, gain clarity on project scope and objectives, establish clear roles and responsibilities, and build a strong foundation for successful project execution.

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Conversion Funnel Backlog Template

Project managers can use the conversion funnel backlog template to optimize customer conversions and enhance the user journey. It helps them track and prioritize improvement initiatives, ensuring a smooth and effective flow of potential customers through the conversion funnel.

Here’s how to use the conversion funnel backlog template:

1. Identify funnel stages: Define the stages of your conversion process.
2. List improvement ideas: Brainstorm and list potential improvements for each stage.
3. Prioritize initiatives: Rank the ideas based on their impact and feasibility
4. Assign responsibilities: Assign team members to implement each initiative.
5. Monitor and optimize: Regularly track performance and make necessary adjustments.

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Show and Tell Meeting Template

The show and tell meeting template can be used by project managers to effectively communicate project progress and foster collaboration among team members and stakeholders. It facilitates a structured format for showcasing project updates, achievements, and challenges, while also providing an opportunity for valuable feedback and discussion.

Simple steps to use the show and tell meeting template:

1. Set meeting schedule: Determine a regular schedule for the Show and Tell meetings. This could be weekly, bi-weekly, or monthly, depending on the project’s timeline and complexity.
2. Prepare updates: Prior to the meeting, team members should prepare concise updates on their project tasks and accomplishments. Visuals like charts, graphs, or prototypes can make the presentations more engaging.
3. Present progress: During the meeting, each team member presents their progress, sharing what they have accomplished since the last meeting and any challenges they encountered.
4. Encourage feedback: After each presentation, encourage questions and feedback from the audience. This fosters collaboration and helps identify potential roadblocks or opportunities for improvement.
5. Capture action items: At the end of the meeting, document any action items or follow-up tasks that arise from the discussion. Assign responsibilities and deadlines to ensure progress after the meeting

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Four Ls Retrospective Template

The four Ls retrospective template can help project managers to conduct comprehensive retrospectives and foster continuous improvement within their teams. It enables a structured approach to reflect on the project’s performance, identify successes and challenges, and define actionable steps for future growth.

Here are 5 simple steps to use the 4Ls retrospective template:

1. Gather the team: Bring together all team members involved in the project for the retrospective meeting.
2. Start with liked: Begin the retrospective by asking team members to share what they liked or appreciated about the project. This highlights the positive aspects and acknowledges team efforts.
3. Move to learned: Discuss what the team learned throughout the project, including insights, new skills, or valuable experiences gained.
4. Address lacked: Identify aspects that the team felt were lacking or could have been improved during the project. Openly discuss the challenges and obstacles faced.
5. End with longed for: Finally, have the team share their aspirations and what they longed for during the project. This can include desired improvements or opportunities for future projects.

Use the four Ls retrospective template to create a collaborative environment for feedback and learning, allowing the team to adapt and grow, leading to more successful projects in the future.

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In our last week’s roundup post, we shared several templates specifically designed for UX designers, product managers, project managers, and HR professionals.

This week, we have five new templates which are useful for organizing projects effectively. These templates will help project teams with planning, mapping, managing, and executing various tasks.

Explore our diagram community to discover a wide range of industry-specific templates and examples that can assist you in efficiently managing your daily tasks.

This week’s templates include:

• Project proposal template
• Work breakdown structure
• Problem prioritization template
• Cynefin framework
• Timeline workflow template

Project Proposal Template

The project proposal template is designed to streamline project planning and organization. This template provides a structured framework to outline your project’s objectives, scope, resources, and timeline. By utilizing this template, you can effectively communicate project ideas and strategies to stakeholders, ensuring clarity and alignment from the very beginning.

Here’s how to use the project proposal template:

1. Introduction: Begin by introducing your project proposal. Clearly state the project’s purpose, goals, and expected outcomes. This section should provide an overview that captures the reader’s attention and highlights the project’s significance.
2. Project details: Provide a comprehensive description of the project. Define its scope, key features, and deliverables. Specify the resources required, including personnel, budget, and equipment. This step ensures everyone understands what the project entails.
3. Timeline: Outline the project’s timeline from start to finish. Break down the major milestones and their respective deadlines. This helps in visualizing the project’s progression and managing time effectively.
4. Methodology: Explain the approach you’ll take to complete the project. Describe the methods, tools, and techniques you’ll employ. This section demonstrates your preparedness and expertise in handling the project’s challenges.
5. Conclusion: Sum up your proposal by reiterating the project’s benefits and alignment with strategic goals. Address potential risks and mitigation strategies. Encourage feedback and questions to foster collaboration and refine your proposal.

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Work Breakdown Structure

The work breakdown structure (WBS) template assists with effectively organizing complex projects. It breaks down a project into smaller, manageable tasks, allowing professionals to allocate resources, track progress, and ensure efficient project execution.

5 simple steps to use the work breakdown structure:

1. Project basics: Start by explaining the project’s main goal and why it matters. Briefly introduce the project’s scope and objectives to give context.
2. Main phases: Divide the project into big phases or key parts. These are like the main chapters of your project. List them at the top level.
3. Break into tasks: Under each phase, break the work into smaller tasks. These are the specific to-do items that need to get done. Arrange them in a list to show what needs to happen.
4. Assign who does what: Say who is responsible for each task. Clearly show who is in charge of each thing. This helps everyone know who does what.
5. Time and order: Estimate how long each task might take and if any tasks depend on others. This helps plan the order of tasks and when they should happen.

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Problem Prioritization Template

The problem prioritization template helps make informed decisions by identifying and ranking problems or challenges. This template enables efficient allocation of resources and focus on the most critical issues, leading to effective project management with innovative elements like the sailboat, Cynefin, problem categorization, and “I like, I wish, I wonder” approaches, this template offers a holistic view of project issues.

5 simple steps to use the problem prioritization template:

1. Identify challenges: Start by listing the challenges your project faces. Be comprehensive in noting down the obstacles and issues.
2. Sailboat visualization: Use the sailboat graphic to visualize your project’s “winds” (positive forces) and “anchors” (negative factors). This helps you understand what propels your project forward and what holds it back.
3. Cynefin framework: Categorize problems into the Cynefin framework’s domains: Simple, Complicated, Complex, and Chaotic. This categorization guides you in choosing suitable strategies for each problem type.
4. Problem categorization: Utilize the problem categorization template to sort challenges into different categories based on their nature. This helps you focus on addressing similar challenges together.
5. “I Like, I Wish, I Wonder”: Encourage team collaboration by using the “I like, I wish, I wonder” approach. Team members share what they appreciate, what they want to improve, and what questions they have about the project. This fosters open communication and generates insights.

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Cynefin Framework

The cynefin framework template is a powerful resource for project organization to help with making sense of complex situations. This template categorizes challenges into four domains: Complex, Complicated, Chaotic, and Simple. It offers a structured approach to understanding and addressing various project scenarios.

Here’s how to use the cynefin framework template:

1. Recognize the challenge: Identify the challenge or issue you’re dealing with in your project. Understand its characteristics and how it affects your goals.
2. Categorize into domains: Place the challenge into one of the Cynefin domains:
   • Complex: Problems with no clear cause-and-effect pattern, requiring experimentation and adaptability.
   • Complicated: Issues with discernible patterns, needing expertise and analysis for solutions.
   • Chaotic: Situations of unpredictability, where quick action is needed to restore stability.
   • Simple: Clear cause-and-effect relationships, allowing for standard best practices.
3. Domain insights: Learn about the characteristics of the chosen domain. Understand how problems in that domain tend to behave and what approaches tend to work best.
4. Choose strategies: Based on the domain, select suitable strategies to address the challenge. Different domains suggest different ways to approach, analyze, and resolve problems.
5. Apply and monitor: Implement the chosen strategies to tackle the challenge. Monitor progress and be ready to adapt if the situation changes. If uncertainty arises, reassess the domain and adjust your strategy.

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Timeline Workflow Template

The timeline workflow template is a valuable tool for project organization, as it helps with visualizing and managing project timelines effectively. This template provides a clear roadmap for tasks and milestones, improving project coordination and ensuring timely completion.

5 simple steps to use the timeline workflow template:

1. List tasks and milestones: Begin by listing all the tasks and milestones that need to be completed for your project. Make sure to include both major milestones and smaller tasks.
2. Arrange in sequence: Organize the tasks and milestones in chronological order. This helps you see the natural flow of the project and how tasks relate to one another.
3. Assign durations: Estimate the time required for each task or milestone. This will help you create a realistic timeline for the entire project.
4. Visualize the timeline: Use the template to create a visual representation of the timeline. You can use a Gantt chart or a simple chronological list to display the sequence and durations of tasks.
5. Monitor and adjust: As the project progresses, regularly update the template to reflect the actual progress. If there are any delays or changes, adjust the timeline accordingly to keep everyone informed.

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In our last week’s roundup post, we shared several templates specifically designed to help project managers streamline their project workflows.

This week, we are focusing on templates for UX designers, product managers, project managers, and HR professionals. These templates will help them with planning, mapping, managing, and executing various tasks.

Check out our diagram community for more industry-specific templates and examples to support your day-to-day tasks.

This week’s templates include:

• UX research plan template
• Skip-level 1:1 template
• User story map
• Stakeholder management template
• Project canvas template

UX Research Plan Template

The UX research plan template is typically used for user experience (UX) and user research. It helps structure and plan research activities effectively, ensuring a user-centered approach in product development. This template further helps with defining research objectives, identifying target users, selecting appropriate research methods, and creating a timeline for the research process.

Here’s how to use the UX research plan template:

1. Objective setting: Clearly define the research goals and objectives. Identify what insights you seek to gain from the research and how it aligns with the product development process.
2. Participant identification: Identify the target audience and user groups for the research. Determine specific user personas or characteristics that will be included in the study.
3. Method selection: Choose proper research methodologies and techniques that align with the research objectives. Common methods include interviews, surveys, usability testing, and observation.
4. Timeline and schedule: Create a timeline that outlines the research activities and milestones. Allocate sufficient time for data collection, analysis, and reporting.
5. Resources and logistics: List the resources needed for the research, such as tools, equipment, and participant incentives. Make sure logistics, such as participant recruitment and research environment, are well-organized.

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Skip-Level 1:1 Template

The skip-level 1:1 template is used by managers, team leads, or executives when conducting skip-level meetings. In these meetings, the manager meets directly with employees who are not their direct reports but work in different hierarchical levels within the organization.

This template facilitates effective communication and creates a safe space for direct reports to share feedback and ideas to improve the organization. It allows managers to gain unfiltered insights into the team dynamics and identify areas for growth and development.

5 simple steps to use the skip-level 1:1 template:

1. Plan the meeting: Prepare a meeting agenda with topics you want to discuss, like team performance or challenges.
2. Be friendly and open: Create a welcoming atmosphere to make direct reports comfortable sharing their thoughts.
3. Ask questions: Use open-ended questions to encourage detailed responses. For example, “How do you think we can improve?” or “What challenges do you face?”
4. Listen actively: Pay attention to what they say, don’t interrupt, and show empathy for their concerns.
5. Take action: Based on their feedback, create an action plan to address issues and make positive changes.

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User Story Map

The user story map template is an essential tool for UX designers involved in Agile product development. It allows UX designers to collaborate with cross-functional teams in visualizing and prioritizing user stories in a structured manner.

This template organizes user stories based on user needs and goals, providing a comprehensive overview of the product’s features and functionalities. With itUX designers can ensure a user-centric approach to design, aligning with user requirements and improving the overall user experience.

5 simple steps to use the user story map template:

• Identify user goals: Begin by understanding the goals of the target users. Identify what problems they want to solve and the outcomes they expect from the product.
• List user stories: Create a list of user stories that address each user goal. Each user story should represent a specific functionality or feature that fulfills a user’s need.
• Arrange user stories: Organize the user stories in a logical sequence based on user workflow. This helps create a flow that aligns with the user’s journey through the product.
• Prioritize and slice: Prioritize the user stories based on importance and impact. Divide larger user stories into smaller, manageable “slices” to facilitate iterative development.
• Build the roadmap: Use the user story map to build a product roadmap. This roadmap will help guide the development process, ensuring that the team delivers value to users at every step

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Stakeholder Management Template

The stakeholder management template is useful for project managers to effectively manage stakeholders throughout the project lifecycle. It helps with identifying and analyzing stakeholders involved in the project, understanding their interests, and building strong relationships.

By using this template, project managers can ensure open communication, address concerns, and secure stakeholders’ support, ultimately leading to project success.

Here’s how to use the stakeholder management template:

1. Stakeholder identification: Begin by identifying all stakeholders involved in the project or initiative. List both internal and external stakeholders, including individuals, groups, or organizations impacted by or impacting the project.
2. Stakeholder analysis: Analyze each stakeholder’s interests, needs, and expectations. Identify their level of influence and potential impact on the project. This analysis helps prioritize stakeholders and tailor communication strategies accordingly.
3. Engagement plan: Develop a stakeholder engagement plan based on the analysis. Define the frequency and mode of communication with each stakeholder, outlining the key messages and desired outcomes.
4. Mitigating concerns: Address any potential conflicts or concerns that may arise during the project. Plan strategies to manage stakeholders’ conflicting interests and ensure their support throughout the project lifecycle.
5. Continuous monitoring: Regularly review and update the stakeholder management template throughout the project. Monitor stakeholder dynamics, adapt engagement strategies as needed, and proactively address any emerging issues.
6. Capture action items: At the end of the meeting, document any action items or follow-up tasks that arise from the discussion. Assign responsibilities and deadlines to ensure progress after the meeting.

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Project Canvas Template

The project canvas template is a powerful tool for project management and planning. This template provides a high-level overview of a project, capturing essential details and aligning team members on project goals. It is a concise and visual way to communicate project essentials, ensuring everyone is on the same page and working towards a common objective.

5 simple steps to use the project canvas template:

1. Project purpose: Define the purpose and vision of the project. Clearly state the problem the project aims to solve or the opportunity it aims to capture.
2. Key deliverables: Identify and list the primary deliverables the project will produce. These could be products, services, or outcomes that add value to stakeholders.
3. Project scope: Define the boundaries of the project scope. Clarify what is included and what is not included in the project to prevent scope creep.
4. Target users and stakeholders: Identify the target users or customers who will benefit from the project’s outcomes. Additionally, list the key stakeholders who will be impacted or have an interest in the project.
5. Success criteria and risks: Set clear success criteria to measure the project’s performance. Define what success looks like and the metrics to evaluate progress. Also, identify potential risks that could impact the project and plan risk mitigation strategies.

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Did you check out our last week’s roundup post yet? We shared several useful templates tailored to meet the needs of event organizers, human resources professionals, public relations experts, and UX designers.

In this week’s post, we’ve got new templates specifically designed to meet the requirements of product managers. They help with tracking delivery dates, assessing consensus on various product options, providing problem-solving approaches, and organizing product strategy.

Do check out our diagram community if you’re looking for templates and examples for use cases in your industry.

This week’s templates include:

• SAFe program board
• Likert scale template
• Opportunity solution tree template
• Lightning demo template
• Product brief template

SAFe Program Board

The SAFe program board is an essential visual tool for agile teams in the Scaled Agile Framework (SAFe). It serves as a living document that allows teams to manage and track their progress during the Program Increment (PI). 

This board helps in visualizing dependencies, identifying potential risks, and promoting collaboration among teams. Product managers play a crucial role in managing the Program Board to ensure successful PI execution and alignment with strategic objectives. 

Here’s how to use the SAFe program board template:

1. Gather the team: Bring together all team members and stakeholders involved in the PI.
2. Define objectives and prioritize: Set clear PI objectives and prioritize work items based on importance.
3. Visualize on the board: Use the Program Board template to map out and organize the work items.
4. Update progress: Regularly move items on the board to reflect their progress – “To Do”, “In Progress”, “Blocked” or “Done.”
5. Hold meetings: Conduct frequent meetings with teams to review the Program Board and address any issues.

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Likert Scale Template

The Likert Scale template is used to gauge the level of agreement or satisfaction with specific product options. It empowers product managers to gather valuable insights from customers or team members and make data-driven decisions to enhance products. 

By leveraging the Likert Scale template, product managers can foster a deeper understanding of user preferences and sentiment, leading to more customer-centric product development and improved overall satisfaction.

Here are five simple steps to use this template:

1. Define assessment goals: Clearly outline what you want to know about your product.
2. Create the Likert Scale: Design simple questions with response options like “Strongly Disagree” to “Strongly Agree.”
3. Gather responses: Share the survey with customers or team members.
4. Analyze the data: Look for patterns and trends in the responses.
5. Data-driven decisions: Use insights to improve your product and meet user needs better.

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Opportunity Solution Tree Template

The opportunity solution tree template is a valuable tool that empowers product teams to improve their problem-solving approach and achieve desired outcomes efficiently. It enables product managers to identify opportunities, brainstorm solutions, and align efforts towards successful product development. 

Here’s how you can use the opportunity solution tree template:

1. Identify opportunities: Search for areas where your product can be improved or innovative ideas can be applied.
2. Brainstorm solutions: Gather creative and diverse ideas from your team to tackle the identified opportunities.
3. Evaluate and prioritize: Assess potential solutions based on their practicality and the positive impact they can bring.
4. Visualize the tree: Create a visual representation of the opportunities and corresponding solutions for clarity and easy communication.
5. Action and iteration: Take action by implementing the chosen solutions and be open to refining your approach through iterative feedback and adaptation.

The opportunity solution tree template fosters a systematic and collaborative approach to problem-solving, empowering product teams to make informed decisions and achieve successful outcomes.

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Lightning Demo Template

The lightning demo template is a powerful tool that energizes teams through show-and-tell sessions, where members share inspiring examples found “in the wild” to fuel their own product ideation. Product managers can leverage this template to foster creativity and collaborative thinking, driving innovation in their product development process.

Here are five simple steps to effectively use the lightning demo template:

1. Set the objective: Product managers begin by defining the objective of the lightning demo session. It could be exploring new features, user experiences, or innovative solutions relevant to the product’s goals.
2. Gather inspirations: Encourage team members to search for inspiring examples from various sources such as websites, apps, or real-life experiences. These examples should relate to the objectives set earlier.
3. Organize the session: Schedule the lightning demo session and ensure each team member has a brief time to present their inspiring findings. Keep the session lively and time-boxed to maintain energy and focus.
4. Share the insights: During the lightning demo session, team members present their findings, explaining why they find each example inspiring and how it relates to the product’s goals. Encourage open discussion and questions.
5. Derive insights for ideation: After the lightning demo, conduct a brainstorming session to derive insights from the examples shared. Product managers and the team can use these insights as springboards for ideation and product improvement.

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Product Brief Template

The product brief template is a comprehensive tool that outlines all the essential requirements, goals, and specifications needed to successfully build and launch a product. It helps product managers define the problem, address business and user needs, set clear success metrics, and identify potential risks.

Here’s how to use the product brief template:

1. Identify the problem: Clearly state the problem the product aims to solve, backed by market insights and customer feedback.
2. Address needs: Define the specific business and user needs the product will fulfill, ensuring a focus on value delivery.
3. Set scope and exclusions: Specify the product’s boundaries, outlining what it will include and what it won’t to avoid scope creep.
4. Measure success: Establish clear metrics to measure the product’s performance and validate assumptions, guiding data-driven decisions.
5. Identify risks: Assess potential risks that could affect the product’s development or market success, preparing contingency plans to ensure a smoother journey.

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In our most recent roundup post, we shared a collection of helpful templates designed to streamline the daily tasks of business consultants, scrum masters, human resources professionals, digital marketers, customer experience managers, and growth hackers.

And this week, our team has created five new templates that specifically cater to the needs of event organizers, human resources professionals, public relations professionals, and UX designers. These templates are designed to simplify their day-to-day tasks and boost their efficiency.

Explore our diagram community to access a wide range of templates that cover countless business use cases across diverse industries. This week’s templates include:

• New Hire 1:1 Template
• Good Partner Map
• Accessibility Personas
• Bracket Template
• Press Release Template

New Hire 1:1 Template

The new hire 1:1 template is a tool human resources professionals can use to effectively onboard and engage with new employees. It allows them to have structured and productive one-on-one meetings with new hires, ensuring a smooth transition and building a positive working relationship. Here are five simple steps to use the new hire 1:1 template:

1. Introduction and rapport: Begin by introducing yourself and making the new hire feel welcome. Get to know them and their interests to build a positive connection.
2. Review onboarding progress: Discuss how the new hire is progressing in their orientation and onboarding. Address any questions or concerns they have and provide helpful information.
3. Set expectations and goals: Clearly communicate the performance expectations and goals for the new hire. Use the template to define objectives and align their efforts with the company’s expectations.
4. Seek feedback and address concerns: Encourage open communication and ask for their feedback. Record their input using the template and promptly address any issues or concerns they may have.
5. Plan for support and development: Collaborate with the new hire to identify areas for growth and provide resources or training to improve their skills. Show a commitment to their ongoing development and provide support when needed.

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Good Partner Map

The good partner map template helps teams understand and improve the value they bring to cross-functional partners. With this template, team members can build trust and build stronger, more mutually beneficial relationships with both internal and external partners. Here are five simple steps to use this template:

1. Define your team’s value: On the left side of the map, clearly state who your team is, what value you bring, how you deliver it, and why partners should collaborate with you.
2. Understand partner perspectives: Look at the center of the map to see how partners react and what they say. Understand their feedback, suggestions, and needs to see things from their point of view.
3. Identify gaps and opportunities: Compare your team’s value with partner reactions. Find any differences or areas where you can improve to better meet partner expectations.
4. Explore innovative solutions: Use partner feedback to think of new ways to strengthen relationships. Consider joint projects, collaborative initiatives, or better communication methods.
5. Take action and monitor progress: Create an action plan based on what you’ve learned. Implement changes and keep track of how they impact partner relationships. Make adjustments as needed.

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Accessibility Personas

UX designers can use the accessibility personas template to understand and address the specific needs of diverse users in the accessibility environment. It helps designers to create inclusive experiences that cater to a wide range of users.  Here’s how to use this template:

1. Identify user groups: Identify different user groups with disabilities or limitations that may interact with your product.
2. Create personas: Use the template to create fictional personas representing each user group. Give them names and provide background information, including their skills, difficulties, and objectives.
3. Define user characteristics: Fill out the template with details about each persona’s age, occupation, and technology proficiency.
4. Understand user needs: Dive into the personas’ difficulties and challenges, identifying barriers they may face while using your product.
5. Design inclusively: Use the insights gained from the personas to inform your design decisions. Consider the personas’ objectives, preferences, and limitations to create accessible and inclusive experiences.

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Bracket Template

The bracket template is a useful tool for event organizers to manage and organize sports tournaments or competitions. They can use it to easily create and track brackets, ensuring smooth and efficient tournament operations.  Here are five simple steps to effectively use the bracket template:

1. Define the tournament structure: Decide on the tournament format and choose the appropriate bracket layout.
2. Enter participant information: Fill out the template with the names or teams taking part in the tournament.
3. Seed the brackets: Assign seed numbers or rankings to participants to create fair matchups.
4. Update match results: Record the outcomes of each match in the brackets as the tournament progresses.
5. Communicate and share the brackets: Share the brackets with participants and spectators to keep them informed about the tournament’s progress.

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Press Release Template

The press release template by Creately is a handy tool for public relations professionals to plan and structure their press releases efficiently. With this template, you can collaborate with your team and seamlessly incorporate essential content. Here are five simple steps to use the press release template:

1. Write a catchy headline: Start by creating an attention-grabbing headline for your press release.
2. Add key details: Include important information like the date, location, and a brief summary of the news or announcement.
3. Craft the body content: Organize your press release into sections such as introduction, key points, supporting details, and conclusion.
4. Include quotes or testimonials: Add quotes from relevant individuals to add credibility and interest to your press release.
5. Review and refine: Collaborate with your team to review and make any necessary adjustments to ensure a clear and concise press release.

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