Productivity templates
Keep track of where you're going and what you need to accomplish with our productivity templates, including to-do lists, meeting notes and more.
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To-do list
Track and update your to-dos.
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End of week status report
Let team members share how things are going at the end of the week.
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Daily stand up
Keep your team updated on what everyone is doing each day.
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Dependency mapping
Understand all the interrelated factors that make a project successful.
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My user manual
Think of it as your own personal readme.txt
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Meeting notes
Set meeting agendas, take notes, and share action items with your team.
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Weekly meeting notes
Run ongoing meetings efficiently, tracking action items and follow-ups from week to week
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SMART goals
Use the SMART goals framework to keep your team on track.
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1-on-1 meeting
Run 1-on-1 meetings and maintain productive working relationships.
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Retrospective
What went well? What could have gone better? Crowdsource improvements with your team.
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Mutual action plan
Collaborate and track progress with your sales team at each stage of the deal.
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5 whys analysis
Use this template to conduct a 5 whys analysis and discover the sources of team problems.
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Working agreements
Work as a team to develop working agreements using this template.
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DACI: Decision documentation
Use this template to effectively guide your team in making informed group-decisions
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Problem framing
Use this template to run a problem framing exercise and create a problem statement.
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Voting table
Poll your team to prioritize tasks, agree on a strategy, or align on other key decisions to be made.
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Out of office plan
Ensure continuity of your work while you’re out of office.
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Workshop planner
Design your workshop ahead, outline key information, agenda items, and recording decisions.
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All hands meeting
Share business updates, victories, employee spotlights, and more with your larger team.
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Remote team meeting
Organize recurring team syncs and provide your team with the latest project status updates.
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4Ls retrospective
Use this template to conduct a 4Ls retrospective with your team.
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Work trip planner
Keep track of all of your work trip plans and activities.
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ITSM post incident review
Use this template to outline an incident’s causes and prevent it from recurring.
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Virtual event
Streamline your virtual event process from scheduling speakers to adapting in-person experiences for an online audience.
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Brainstorming
Lead a super productive brainstorming session.
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Visualize your AWS network with this guide from Lucidchart’s.
Risk assessment
Identify, prioritize, plan for (and avoid) worst-case scenarios.