Processes, workflows, and team goals are constantly evolving regardless of the size of your organization, and collaboration tools are essential for documenting and maintaining all of them. Among these tools, online whiteboard applications are indispensable for teams to brainstorm, plan, and track projects visually and collaboratively. To maximize the benefits of these tools, using the right templates can transform how your team works together. We’ve gathered seven of our most popular templates that you can use today to reimagine and reinvigorate any of your collaborative workflows.
7 Different Templates to Try
- Organizational Chart
While internal HR systems make it easy for team members to see who their leaders or direct reports are, they often take time to update and are often not as flexible as we’d like them to be. A standard org chart is useful, but a dynamic chart showing relationships between your team and other teams, departments, or external partners can better illustrate your workflows.
- Customer Journey Mapping
Customer journey mapping is essential for marketing teams as well as sales and product teams. -Mapping the entire customer life cycle helps your team understand your customers, their goals, and their experience with your product. Building a clear customer journey helps to surface potential gaps in both the market and the product that your team can work to fill in your industry.
- SWOT (Strengths, Weaknesses, Opportunities, Threats) Analysis
SWOT analysis helps teams of all sizes and calibers make informed decisions and prioritize the next steps for improving the outcomes of any organization. By regularly identifying and leveraging their strengths, teams can achieve their goals more efficiently and boost morale, often leading to higher productivity. Recognizing weaknesses, spotting opportunities, and identifying threats help teams improve, innovate, and manage risks to stay competitive and forward-thinking.
- User Story Map
While marketing, sales, and support teams will need to utilize the broader Customer Journey template mentioned above, engineering, product development, and quality assurance teams will find benefits in the User Story map. This helps teams visualize the end user’s journey within your product, ensuring a clear understanding of user needs and goals. Organizing and prioritizing user stories streamlines product development, ensuring efficient and focused progress. Additionally, user story mapping aids in identifying gaps and dependencies in various product workflows, so you can ensure a high-quality product is delivered. This approach can further enhance collaboration among team members, promote a user-centric development process, and ensure that the final product aligns with your users’ expectations.
- Process Mapping
Process mapping offers significant benefits to your organization. It helps teams visualize workflows and understand the sequence of activities involved in a process. Documenting frequently repeated processes enables your team to work more independently, reducing the need for assistance Outlined processes also make it easier for leaders to identify inefficiencies and bottlenecks, enabling teams to streamline operations and improve their productivity. Clearly outlining processes promotes better communication and collaboration for cross-functional teams, makes aligning team members on process steps and objectives easier, and standardizes procedures for consistency and quality.
- Eisenhower Decision Matrix
The Eisenhower Decision Matrix is a tried and true approach to task prioritization. It helps prioritize tasks by categorizing them based on urgency and importance, ensuring that high-priority tasks receive the most attention. Doing so improves time management and helps reduce the stress in decision-making, as individuals can focus on what truly matters without being overwhelmed by less critical tasks. This approach increases productivity by helping people work more efficiently and effectively. Additionally, it ensures that focus remains on high-impact activities that contribute significantly to personal and organizational goals, ultimately leading to better outcomes and success.
- Kanban Framework
The Kanban method brings several great benefits to the table for task management and tracking. It uses a simple board system to visualize tasks, so teams can easily see what’s being worked on and spot any bottlenecks. By setting limits on how much work is in progress, the Kanban system helps keep your team’s workload balanced and aids in reducing inefficiencies. Use this board to help improve teamwork and communication since everyone can track progress and stay on the same page. Plus, Kanban encourages regular reviews and tweaks to processes, leading to better productivity and a smoother workflow overall.
Customizing Templates in Whiteboard
While there are many more professionally designed templates available for your team to use in Whiteboard,- you can also easily create and save your own templates to meet all of your collaboration needs.
When you’re ready to get more from your whiteboard, get started for free with Frameable Whiteboard.