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Meetings & Coaching Templates

1:1 Meeting

1:1 Meeting

1:1 meetings guide you to better conversations and outcomes.

4 L's Retrospective

4 L's Retrospective

4 L’s is a quick retrospective that helps teams find what they liked, learned, lacked, and longed for on a topic or project.

4P's Marketing

4P’s are powerful because they concisely account for the seller’s most important objectives and the target audience’s most critical requirements, both of which are pivotal to commercial performance.

5 Why's

5 Why's

5 Whys is an effective brainstorming tool that helps identify problems and gets to the root causes so you can focus on solutions.

6 Thinking Hats Technique

6 Thinking Hats Technique

Six Thinking Hats provides direction to decision-making and group thinking. To help teams generate and evaluate different points of view.

666 Roadmap

666 Roadmap

666 Roadmap focuses you and your team on thinking across three timelines for projects and goals; the next six years, the next six months, and the next six weeks.

7P's Marketing

7P's Marketing

7P’s are powerful because they concisely account for the seller’s most important objectives and the target audience’s most critical requirements, both of which are pivotal to commercial performance.

A3 Problem Solving

A3 Problem Solving

A3 Problem Solving is a problem-solving and continuous-improvement approach. Effectively communicates project status and provides structure to the strategic decision-making process.

Affinity Diagram

Affinity Diagram

Affinity Diagrams are a method that helps you organize a large number of ideas into their natural relationships, typically born out from brainstorming sessions.

Ansoff Matrix

Ansoff Matrix

Ansoff Matrix is a great framework that helps firms devise strategies for product and market growth.

Balanced Scorecard

Balanced Scorecard

Balanced Scorecards are a tool used to establish metrics and targets that measure and manage the organization’s performance against its strategic objectives.

BCG Matrix

BCG Matrix

BCG Matrix is a planning tool designed to help with long-term strategic planning that helps businesses consider growth opportunities by reviewing their portfolio.

Blank Calenedar

Blank Calendar

The monthly blank calendar will assist you in planning for the month.

Brainwriting

Brainwriting

Brainwriting is the group-structured generation of ideas aimed at aiding innovation processes by stimulating creativity.

Bull's Eye Diagram

Bull's Eye Diagram

Bullseye template helps with decision-making, assisting the teams to see what’s critical, essential, and merely peripheral.

Business Model Canvas

Business Model Canvas is a strategic planning tool to determine your business’s priorities and help develop new business models.

Concept Brief

Concept Brief

Concept Briefs are a short outline of concepts or requirements, such as a project’s marketing or advertising requirements.

Concept Poster

Concept Poster

A Concept Poster is a powerful way to concisely and visually convey the essence of a concept or idea.

 

Crazy Eights

Crazy Eights

Crazy Eights is a quick brainstorming session giving team members eight minutes to sketch out eight ideas.

Customer persona

Customer persona

Customer personas are a simple way to gather data on a target audience, therefore helping you design your products or services to cater to their needs.

Customer Journey Map

Customer Journey Map

Customer Journey Map represents your customer’s pain points, wants, needs, and overall experience; this is vital for success. Use CJMs to solve problems and fill gap

Customer Problem Statement

Customer Problem Statement

Customer Problem Statements are detailed descriptions of customer issues and needs for your team to address.



Daily Standup

Daily Standup

Daily Standup is a brief 5-15-minute meeting for agile teams, giving everyone the chance to provide a quick progress update to help keep everyone informed and on track.

Empathy Map

Empathy Map

Empathy Maps are a visual tool that helps you get to know your customers. By understanding what your customers think, feel, say, and do, you can develop rich insight to identify genuine issues, problems, or concerns with your customers.

 

Fishbone Diagram

Fishbone Diagram

Fishbone Diagrams are exceptional at visually identifying problems by focusing on cause and effect.

 

Gap Analysis

Gap Analysis

Gap Analysis compares actual performance or results with what was expected or wanted. Teams can learn from the difference and produce better outcomes in the future.

GO Product Roadmap

GO Product Roadmap

GO Product Roadmap is an excellent tool that helps you plan, share everyone’s ideas, target issues, and prioritize tasks.

Ice Breaker

Ice Breaker

Ice breakers are valuable for any team, particularly remote teams, as they help team members become comfortable and familiar with each other.

Impact Effort Matrix

Impact Effort Matrix

Impact Effort Matrix is a decision-making tool that defines the impact and effort of activities so that your team better prioritizes tasks.

 

JoHari Window Model

JoHari Window Model

Johari Window Model is a framework that allows individuals to enhance their understanding of themselves and others in a group or among other groups, to improve individual and team performance.

Kanban Framework

Kanban Framework

Kanban boards are a visualization tool that enables you to enhance how a team works by using notes representing work items and columns representing each stage of the process.

KPT (Keep, Problem & Try)

KPT (Keep, Problem & Try)

KPT (i.e., Keep, Problem & Try) are retrospectives for meetings that teams use to reflect on their project, assess what your team wants to keep doing, what problems they are facing, and what they want to try out.

KWHLAQ Method

KWHLAQ Method

KWHLAQ Method is a strategy you can apply to significantly improve your ability to learn efficiently and retain what you have learned.

Look Mock Analyze

Look Mock Analyze

Look, Mock, Analyze inspires discovery, outlining the issue, mocking up solutions, and analyzing the scenario with instant feedback.

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Lotus Diagram

Lotus Diagrams help you expand your thinking through the visual representation of an idea. Also known as the lotus blossom technique, it focuses on the power of brainstorming and often yields better results than mind mapping.

Mad Sad Glad Retrospective

Mad Sad Glad Retrospective

Mad, Sad Glad is a quick retrospective for short meetings where your team may reflect on their recently completed work and assess what worked well and what needs to be improved.

Meeting Agenda

Meeting Agenda

Meeting Agenda provides a guide to stay on agreed topics and empowers teammates to come prepared, stay on-task, and leave with productive takeaways.

Meeting Notes

Meeting Notes

Meeting Notes records what happened during a meeting geared for agile teams that helps everyone.

Meeting Planner

Meeting Planner

Meeting Planner provides a guide to stay on agreed topics and empowers teammates to come prepared, stay on-task, and leave with productive takeaways.

Monthly Huddle

Mission Statement

A Mission Statement is a short statement of why your company exists, describing the organization, its function, and its objectives.

Monthly Huddle

Monthly Huddle

A monthly huddle is a meeting for agile teams, giving everyone the chance to provide a quick progress update to help keep everyone informed and on track.

Monthly Planner

Monthly Planner structures you and your team’s tasks for the month ahead to better plan timelines, resources, and outcomes.

Morning Huddle

Morning Huddle

Morning Huddle is a brief 8-10-minute meeting for agile teams, giving everyone the chance to provide a quick progress update to help keep everyone informed and on track.

MoSCoW Prioritization

MoSCoW Prioritization

Morning Huddle is a brief 8-10-minute meeting for agile teams, giving everyone the chance to provide a quick progress update to help keep everyone informed and on track.

Now Next Later Never

Now Next Later Never

Now, Next, Later, Never is a popular four-panel matrix that asks teams to feedback on the positives and negatives of a topic or project.

OKR (Objectives & Key Results)

OKR (Objectives & Key Results)

Objectives & Key Results helps your team build goals or objectives and fast track the outcome.

PESTEL Analysis

PEST Analysis

PEST analyzes internal and external factors that may impact your company’s performance, focusing on political, economic, technological, and social influences. Valuable because they aid strategic planning, market research, and budget allocation.

PESTEL Analysis

PESTEL Analysis

PESTEL analyzes internal and external factors that may impact your company’s performance, focusing on political, economic, technological, social, environmental, and legal influences. Valuable because they aid strategic planning, market research, and budget allocation.

Planner

Planner

Planner structures you and your team’s tasks for the month ahead to better plan timelines, resources, and outcomes.

 

Porter's Five Forces Analysis

Porter's Five Forces Analysis

Porter’s Five Forces is a framework for analyzing a company’s competitive environment, its competitive rivals, potential new market entrants, suppliers, customers, and substitute products that influence a company’s profitability.

Priority Kanban Board

Priority Kanban Board

Porter’s Five Forces is a framework for analyzing a company’s competitive environment, its competitive rivals, potential new market entrants, suppliers, customers, and substitute products that influence a company’s profitability.

Priority Matrix

Priority Matrix

Priority Matrices are a useful technique for identifying problems most important to solve first. The matrix helps you rank problems or issues generated through brainstorming, using weighted criteria critical to your project.

Process Map

Process Map

Process Maps document, analyze and allow you to understand your team’s processes and outcomes.

Product Development Kanban

Product Development Kanban

Kanban boards are a visualization tool that enables you to enhance how a team works by using notes representing work items and columns representing each stage of the process.

Product Management Canvas

Product Management Canvas

Product Management Canvas is a planning tool that aids in building products or features with a great user experience and outlining strategies to deliver.

Product-Market fit Canvas

Product-Market Fit Canvas

Product Market Fit Canvas canvas helps you understand what exactly your potential customers want and how you can fill their needs.

Product Roadmap

Product Roadmap

Product Roadmap is a great tool to forecast a product’s development, milestones, budget, timeline, align stakeholder expectations, and plan a successful product strategy.

Product roadmap Now Next Later

Product Roadmap Now, Next, Later, Never is a great tool to forecast a product’s development, to help plan a successful product strategy.

Product Vision Board

Product Vision Board

Product Vision Boards help your product development team describe and visualize your product, defining what you want your product to accomplish.

Project Canvas

Project Canvas

Project Canvas is an invaluable tool for planning a successful project. It helps answer questions like how it will succeed, your team’s capabilities and shortfalls, what it will cost, and what actions you need to take?

Project Planning

Project Planning

Project Planning helps you prepare for any project by defining goals, tasks, and how to achieve them.

Project Scope Statement

Project Scope Statement

Project Scope Statements help outline all aspects of a project, including all related activities, resources, timelines, deliverables, and the project’s limits.

Quick Retrospective Liked, Learned, Lacked & Longed For

Liked, lacked, learned, longed for is a popular four panel retrospective that asks teams to feedback on positives and negatives of a topic or project

 

RACE Framework

RACE Framework

RACE Framework helps marketers review their team’s digital marketing opportunities, develop strategies and develop action plans. Alternatively, the RACE template can be used as a practical planning framework to improve your team’s digital marketing.

RAID Log

RAID Log

RAID log is a valuable planning tool that concentrates on four key areas: risks, assumptions, issues, and dependencies. It is often used at the beginning of a project to identify events, activities, and individuals that will impact the project’s successful completion.
REAN Model

REAN Model

REAN is a tool for planning and analyzing marketing activities by considering four categories for developing a comprehensive strategy – Reach, Engage, Activate, and Nurture.

Reverse Brainstorming

Reverse Brainstorming

Reverse Brainstorming identifies problems by brainstorming all the ways a plan or idea can fail, helping you avoid those issues and identify a better solution.
Risk Matrix

Risk Matrix

Risk Matrix is a simple tool to help identify and prioritize risks based on their likelihood and severity.

Risk ROAM Board

Risk ROAM Board

Risk ROAM Board is a simple tool to help identify and prioritize risks based on their likelihood and severity.

Rose Bud Thorn

Rose Bud Thorn

Rose, Bud, Thorn helps participants analyze by visually categorizing the positive, potential, or negative aspects of the matter at hand.

Service Blueprint

Service Blueprint

Service Blueprint is a valuable tool for understanding and designing a service experience. It is also helpful in diagnosing obstacles with operational efficiency.

Smart Goals

Smart Goals

SMART stands for: Specific, Measurable, Attainable, Relevant, and Timely. Clarify your ideas, focus your efforts, use your time and resources productively, and increase your chances of achieving the goals you want.

SOSTAC

SOSTAC

SOSTAC is a popular tool used to model the creation of marketing or digital marketing strategies.

Sprint Planning

Sprint Planning

Sprint Planning is a collaborative effort that assigns tasks from the backlog to your team members to which they are responsible for their completion within the defined sprint period. 

Start Stop Continue

Start Stop Continue

Start, Stop, Continue is an action-oriented retrospective where teams reflect and gather feedback and develop practical ideas for improvement.

Strategy Map

Strategy Map

Strategy Map helps you create a plan for your business’s future and discover the best way to achieve it.

 

SWOT Analysis

SWOT Analysis

SWOT Analysis gives a clearer understanding of your strengths, weaknesses, opportunities, and threats and provides insight on how best to move forward.

Team Canvas

Team Canvas

Team Canvas is an excellent tool for teamwork. An effective technique for starting projects, aligning the team’s objectives, resolving conflicts, and setting team members their roles.

Team Charter

Team Charter

Team Charter structures your team’s purpose and objectives. Identifies resources needed and constraints, as well as the actions you need to take to reach your goals.

Venn Diagram

Venn Diagram

Venn diagram is a helpful visual aid in brainstorming, meetings, and presentations. They can be beneficial for teams to break down complex ideas while brainstorming or problem-solving.

Weekly Huddle

Weekly Huddle

Weekly Huddle keeps your team organized by creating weekly task schedules to help you stay on top.

Weekly Social Media Planner

Weekly Social Media Planner

Weekly Social Media Planner will assist you in planning each day’s social media posts for the week.

Weekly Task Planner

Weekly Task Planner

Weekly Task Planner organizes you and your team by creating a weekly task schedule to help you stay on top.

Weekly To Do List

Weekly To Do List

Weekly To Do lists help you stay and your team organized by creating a weekly task schedule.

What do you SEE THINK WONDER?

What do you SEE THINK WONDER?

See, Think, Wonder encourages students to make careful observations and interpretations, enabling the class to build on the group’s thinking and often results in richer discussions.

What How Why

What How Why

How, How, Why enables your team to reflect or plan a project by accessing why something needs to be done, how it will be done, and what you want to accomplish.

What Was Good? What Was Bad? Ideas & Actions

What was good? What was bad? Ideas and actions. An excellent retrospective to figure out what your team thinks is working and what is holding them back.

BCG Matrix

BCG Matrix is a planning tool designed to help with long-term strategic planning that helps businesses consider growth opportunities by reviewing their portfolio.

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