Your next workshop starts here.
37 editable templates for workshops, customer journeys and team plans. Preview the layout first. Then add your own context in Boards.
37 templates
Preview any template. No account needed to look around.
Account Plan / QBR Prep
Overview, goals, risks, renewal
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Action Plan
To do / in progress / done
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AI Opportunity Discovery
Evidence runway from real workflow to one safe AI test
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Brainstorm
A grid of sticky notes
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Business Model Canvas
The classic nine-block business model
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Competitive Analysis Grid
Benchmark yourself against competitors
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Decision Matrix (weighted)
Score options against weighted criteria
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Eisenhower Matrix
Prioritise by urgency & impact
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Empathy Map
Says, thinks, does, feels
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Fishbone (Ishikawa) Diagram
Root-cause brainstorming by category
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5 Whys
Drill from symptom to root cause
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Flowchart Starter
Start, process, decision, end
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Gantt-lite Quarter Plan
Workstreams across a 12-week quarter
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GTM Plan
Segment, positioning, channels, launch
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Icebreaker / Workshop Warm-up
Six prompts to open a session
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Impact / Effort Matrix
Quick wins vs major projects
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Account Journey Map
Stages, touchpoints and emotion
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Kanban Board
Backlog through to done, five lanes
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Lean Canvas
Problem-first startup model, one page
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MEDDIC Sales Qualification
Metrics, buyer, criteria, pain, champion
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Mind Map
A central idea and radiating themes
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OKR Planning
One objective, three key results
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Persona Canvas
Goals, frustrations, channels
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Pros / Cons
Two columns, one decision
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RACI Matrix
Responsible, accountable, consulted, informed
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RAID Log
Risks, assumptions, issues, dependencies
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Retrospective
Start / stop / continue
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Roadmap Timeline
Quarterly milestones at a glance
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Sales Pipeline Board
Prospecting through to closed won
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Service Blueprint
Front-stage and back-stage, lane by lane
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Sprint Planning
Sprint goal, committed & stretch work
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Stakeholder Map
Sponsors, champions and users
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Standup Board
Yesterday, today, blockers
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Swimlane Process Map
Who does what, across teams
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SWOT
Strengths, weaknesses, opps, threats
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User Story Map
Activities, stories and releases
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Value Stream Map
Process vs wait time, step by step
Preview templateAre the templates included with Free?
Yes. All 37 native templates are included on Free, Host and Team. Your plan determines how many boards can stay live, rather than which templates you can choose.
What happens when I choose a template here?
Select a template to see its full-size layout before creating an account. When you are ready, create a free host account. Your selected template will be ready in Boards for you to confirm and customise. Invited guests can join your board without an account.
Can I change the layout?
Yes. Native templates create editable board content. Move the objects, change the labels and add your own notes as the conversation develops.
The template is just the beginning.
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