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Partners templates

Learn how the pros do it with templates from our partners.

  • Team homepage

    HubSpot

    Team homepage

    Create a homepage for your team’s space so others know who you are and what you’re working on.

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  • Master project documentation

    MURAL

    Master project documentation

    Create a master project doc to give stakeholders a single source of truth for your project.

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  • Design sprint

    Figma

    Design sprint

    Create a framework for answering critical business questions through design and testing.

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  • Brainstorming

    MURAL

    Brainstorming

    Plan, run, and document a remote brainstorming session for your next great idea.

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  • Business plan one-pager

    Isos

    Business plan one-pager

    The Business plan one-pager is used to set the medium- and long-term strategy for your company.

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  • Experiment plan and results

    Optimizely

    Experiment plan and results

    Document the details of your experiment including your hypothesis, variations, and results.

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  • Creative brief

    HubSpot

    Creative brief

    Use this template to share creative project requirements and goals with your team.

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  • 1-on-1 meeting

    Meetical

    1-on-1 meeting

    Run 1-on-1 meetings and maintain productive working relationships.

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  • Project status

    Arizona State University

    Project status

    Easily report progress on your projects to stakeholders using Confluence and Jira together.

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  • Email drip campaign

    Trello

    Email drip campaign

    Keep the details of your email sends organized and the results clear for your team.

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  • Workshop planner

    Miro

    Workshop planner

    Design your workshop ahead, outline key information, agenda items, and recording decisions.

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  • Risk assessment matrix

    Stiltsoft

    Risk assessment matrix

    Identify and prioritize risks, then define what further actions you need to take to control.

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  • Hiring process

    Indeed

    Hiring process

    Develop a repeatable hiring process to get everyone on the same page and make recruiting a breeze.

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  • Customer impact assessment

    Zendesk

    Customer impact assessment

    Define and build your process for how you handle customer-impacting changes.

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  • Mutual action plan

    Recapped.io

    Mutual action plan

    Collaborate and track progress with your sales team at each stage of the deal.

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  • AWS architecture diagram

    Lucidchart

    AWS architecture diagram

    Visualize your infrastructure to better identify weaknesses and pinpoint places for refinement.

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  • Job description

    Indeed

    Job description

    Use this template to build job descriptions that will attract the highest quality candidates.

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  • SAFe lean business case

    Scaled Agile, Inc.

    SAFe lean business case

    Create a lean business case for your portfolio epic based on SAFe agile practices

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  • Interview feedback

    Indeed

    Interview feedback

    Use this rubric, from Indeed.com, to improve the quality and consistency of interview feedback.

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  • Design review

    InVision

    Design review

    Document creative requirements, present designs, and record insights and open questions raised during your design review.

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  • Remote team meeting

    Miro

    Remote team meeting

    Organize recurring team syncs and provide your team with the latest project status updates.

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  • Ritual reset

    Atlassian

    Ritual reset

    Use the ritual reset template to examine team processes, improve team meetings, and reset team rituals.

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  • Virtual event

    Gliffy

    Virtual event

    Streamline your virtual event process from scheduling speakers to adapting in-person experiences for an online audience.

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