Project Planning Templates
Streamline your team's planning with our collection of templates for sprint planning, roadmapping, prioritization, and task management. Collaborate visually to organize work efficiently.
Planning
Email Sequence Planning
Brainstorm and plan the content of a new email sequence, like an user onboarding series.
Tigers, Paper Tigers, And Elephants
An engaging pre-mortem exercise that helps a team identify risks and issues before they occur, producing an action plan for the risks that will hurt the project if left unchecked.
Design Review
This template helps a group provide feedback and comments during a design review.
Simple Launch Plan
This template helps a team plan all the tasks needed for a successful launch.
Workstream Planning
Use this template to visualise multiple workstreams, plan tasks, and prioritize the work across them.
Lean Prioritization Matrix
A 2x2 matrix for prioritizing items by value and effort. Useful for product management and general decision making.
Story Mapping
Map the interactions with your product and split each step into user stories to build your product plan.
MoSCoW Prioritization
A classic method of prioritizing items into Must, Should, Could, and Won't.
Eisenhower Box
Classic 2x2 matrix helping you make decisions and prioritize tasks
One Page Test Plan
Use the One Page Test plan to clearly communicate the test plan for your sprint or project.
Now - Next - Later Roadmap
The Now Next Later roadmap is a lean method of planning the initiatives that a product team wants to work on.
Operational Task Planner
Use this collaborative template to plan what needs to be done before, during, and after an event, such as preparing a complex deployment or running a workshop.
Feature Prioritisation Grid
Use this sequence of grids to prioritise features by comparing them against each other, using factors like feasibility and value to customer.
Landing Page Content Mapping
Deciding what to show on your landing pages doesn't need to be complicated. Follow a Jobs to Be Done process to decide content for your website.
Timeline Roadmap
Use this template to assemble a clear timeline roadmap, align the team, and communicate the plan.
RAID Analysis
Classic planning technique that asks participants to identify Risks, Assumptions, Issues & Dependencies for an upcoming project or session.
SWOT Analysis
Popular analysis technique that helps users look at Strengths, Weaknesses, Opportunities and Threats facing a team or business.
Pricing and Packaging Planning
Use this template to devise your product plans, features and price points.
OKRs
Use this template to brainstorm and set OKRs.
Goal-Oriented Product Roadmap
The goal-oriented product roadmap is designed for creating products with Lean Startup or Scrum. Use to establish product goals, plan releases, and coordinate the development and launch of products.
Calendar - Monthly Planner
A monthly planner with three streams of work.
Simple Kanban
Classic Kanban board with Backlog, Todo, In Progress and Done. Great as an alternative to more complex tools for quick and easy task tracking.
Product Backlog
A Kanban style product backlog template that is based on the layout we used to manage the Metro Retro backlog.
Sprint Planning
A dynamic template for running Sprint Planning with your team. Work together on the Sprint Goal, then allocate tasks to the team via the ticket lanes.