Product Positioning Canvas
Based on the work of April Dumford, a simple tool for mapping out the positioning of a product or startup idea.
Use this template on your own or with your team to idenitfy and challenge your assumptions and then plan to prove or disprove them with evidence. A great reflection tool for early stage founders and startup teams.
This template was created by Scotty Allen.
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Product Strategy - Understand the "Why"
Works best for:
Product Management, Planning
The Product Strategy Understand the Why template emphasizes the importance of aligning product strategies with business objectives. By defining the "why" behind product initiatives, setting clear goals, and prioritizing initiatives, this template ensures strategic alignment and focus. With sections for articulating vision, setting objectives, and defining success criteria, it provides clarity and direction for product teams. This template serves as a strategic guide for product managers to develop and execute product strategies that drive business growth and customer value.
Technology Product Canvas Template
Works best for:
Product Management, Meetings
Originally created by Prem Sundaram, the Technology Product Canvas allows product and engineering teams to achieve alignment about their shared roadmap. The canvas combines agile methodologies with UX principles to help validate product solutions. Each team states and visualizes both product and technology goals, then discusses each stage of the roadmap explicitly. This exercise ensures the teams are in sync and everyone leaves with clear expectations and direction. By going through the process of creating a Technology Product Canvas, you can start managing alignment between the teams -- in under an hour.
Action Plan Template
Works best for:
Education, Project Management, Project Planning, Kanban
Why create an action plan? Long-term business strategies and goals are only good if you can make them a reality—by accomplishing every small task along the way. An action plan lists those tasks and lays them out in clear detail. It helps you keep everything in order, make sure nothing is missed, and get stakeholders on the same page to complete a project quickly and effectively. This template will help you write an action plan that’s SMART: Specific, Measurable, Actionable, Realistic, and Time-bound.
Product Vision
Works best for:
Product Management, Planning
The Product Vision template helps articulate a clear and compelling vision for product development. By defining goals, target markets, and success metrics, this template aligns teams around a shared vision. With sections for outlining product features, benefits, and competitive advantages, it communicates the value proposition effectively. This template serves as a guiding light for product teams, inspiring creativity and focus as they work towards bringing the product vision to life and achieving business objectives.
ERD Customer Relationship Management (CRM) Template
Works best for:
ERD, CRM
The ERD Customer Relationship Management (CRM) template streamlines and enhances the management of customer relationships within businesses. It focuses on organizing customer information and interactions in a visually intuitive manner. Key entities such as Customer, Interaction, Sales Opportunity, Product, and Support Ticket are central to the template, facilitating the tracking of customer relationships, sales funnel activities, product purchases, and customer service interactions. This structured approach is critical for boosting customer satisfaction and optimizing sales strategies, making the ERD CRM template an invaluable asset for businesses aiming to improve their CRM processes.
Product Voice Design toolkit
Works best for:
Product Management, Planning
The Product Voice Design toolkit facilitates the development of consistent and impactful product messaging. By defining brand voice attributes, tone guidelines, and messaging principles, this toolkit ensures that product communication resonates with target audiences. With sections for crafting messaging frameworks, storytelling templates, and content guidelines, it empowers product teams to create compelling and cohesive product narratives. This toolkit serves as a valuable resource for enhancing product communication strategies and building strong brand identities.