GALLERY
Public Templates
Official and community project templates, ready to copy
130 items
To-Do List for Beginners: Dump Everything, Then Do Only 3 Things Today
The to-do list template for beginners whose list never gets finished: first get every task out of your head, then narrow the day down to the 3 things you will actually do. The whiteboard runs from an Inbox frame that empties your head, to the 4 boxes Today's 3, This week, Someday and Waiting, a 4-column MoSCoW that picks today's 3 out of This week, the 5 steps of GTD, a clarify table that decides where each inbox item goes, 3 writing rules and a 10-minute Friday review. The task board has 5 columns - Inbox, Someday & waiting, This week, Today's 3, Done - with 4 parent tasks and 12 subtasks, all not started. If you are not sure how to write a to-do list, follow the three rules - start with a verb, do it now if it takes under 2 minutes, one action per card. When you cannot choose today's 3, split the 5 items in This week into Must, Should, Could and Won't, then take only 3 starting from Must.
Time Management for Beginners: Log Your First Week, Find the Waste, Rebuild Your Schedule
Time management for beginners: workers and students who never have enough time log their first week here, find the waste and rebuild a weekly schedule that fits real life. The whiteboard holds a guide to logging in 30-minute blocks, a weekly schedule grid of five time bands across seven days, three frames that sort wasted time, a Starfish that reviews the week in five directions, a four-step Pomodoro flow, three frames on the focus ritual, time thieves and what the log revealed, a seven-row diary of the trial week, and a closing frame for the single change you make next week. The task board runs five columns - logging, spotting waste, fixing the plan, trying it out and locked in - with four parent tasks and twelve subtasks, all not started. If you do not know how to start, one week of real data lets you plan from facts. The Pomodoro Technique is 25 minutes of work and a 5-minute break repeated four times, then a long break of 15 to 30 minutes.
3C Analysis for Beginners: Find the Key Success Factor (KSF) from Customer, Competitor and Company
A beginner-friendly 3C analysis template for people learning how to do a 3C analysis, from lining up customer, competitor and company facts to choosing one KSF (key success factor). On the whiteboard, the left page holds the purpose and scope frame, three frames for Customer, Competitor and Company, a four-column SWOT (strengths, weaknesses, opportunities, threats) and a frame for the KSF and your winning angle; the right page holds the four steps of a 3C analysis, a grid of what to research for each C (3 rows by 3 columns) and three frames of common mistakes. The task board has five columns, To research, Researching, Analyzing, KSF candidates and Decided, and starts with 4 parent tasks and 12 subtasks, from setting the purpose to deciding the KSF. A 3C analysis looks at Customer, Competitor and Company to find the condition you can win on. If you get stuck, sort your facts into the four SWOT boxes and take the KSF where a strength and an opportunity overlap and no rival delivers yet.
Task Management for Beginners: Your First Week of Brain-Dump, Priorities and Today's 3
A beginner task management template for anyone building a system for the first time: write every task down, set priorities, and keep only 3 for today, all within your first week. On the whiteboard, the left page holds a frame for dumping every task of the week, a four-quadrant importance and urgency matrix, three frames for today's 3, this week and waiting on others, and the four steps of the daily loop of 5 minutes each morning and evening; the right page holds a weekly log of 5 rows by 3 columns, the Friday 10-minute KPT review in three columns of Keep, Problem and Try, two stuck-point frames and a frame on how to keep going. The task board has five columns, Brain-dumped, Today's 3, This week, Waiting on others and Done, and starts with 4 parent tasks and 12 subtasks, from the brain dump to the Friday review, all not started. Task management habits fail when one item is too big and too many go into a day, so the board splits each task to its first step and caps today at three.
STP Analysis for Beginners: Segmentation, Targeting and Positioning in Three Steps
People selling a small product for the first time use this beginner-friendly STP analysis template to pick the market they aim at in three steps - segmentation, targeting and positioning. The whiteboard holds a frame for the product and how you sell it today, the three STP steps, a table of three criteria by three segments, a four-quadrant grid of market appeal against your strengths, a six-area empathy map of the buyer you chose (think and feel, hear, gains, say and do, pains, see), a positioning map of price against craft, and three frames for your S, T and P. The task board runs in five columns - gather facts, split the market, choose the target, set the position and wrap up - and starts with 4 parent tasks and 12 subtasks, all not started. If you have never done an STP analysis, filling the frames from the top links S, T and P into one line of reasoning. STP is the model Kotler made popular, and the empathy map turns the buyer you chose into words you can use.
SMART Goal Setting for Beginners: A Workbook to State Your Goal and Plan This Week
Anyone who can only write a fuzzy goal like I want to speak English uses this beginner-friendly SMART goal setting workbook to state one clear goal and plan the actions for this week. The whiteboard lays out Will, Can and Must in three columns to narrow the list to one goal, a radial diagram of the five SMART conditions, a four-step backcast from one year to this week, a frame for the rewritten goal, a table that contrasts fuzzy and SMART wording, and three frames for keeping the habit. The task board has four columns - write it out, fix with SMART, this week and review - and starts with 4 parent tasks and 12 subtasks, all not started. If you do not know how to set goals, filling in Specific, Measurable, Achievable, Relevant and Time-bound in order gives you a goal that another person reads the same way. Unlike an OKR board for company-wide goal management, this workbook is built for one person setting a personal goal.
Sales Activity Tracking for Beginners: Log Your Daily Calls and Deal Stages, Then Plan Next Week
Sales reps in their first months use this beginner-friendly sales activity tracking template to log daily calls and deal stages and decide what to do next week. The whiteboard works back from this month's target to the activity it needs, then adds a 5-row by 5-column activity tracker (calls, meetings, proposals, quotes and wins across weeks 1 to 4 plus the monthly goal), a deal list split into prospects, proposals and closing, the five steps from first contact to a win, a stakeholder map in four quadrants, a weekly YWT retrospective, and three frames for common mistakes, rules and habits. The task board has five columns - this week's plan, called or visited, waiting for a reply, quote or proposal out, and done - with 4 parent tasks and 12 subtasks, all not started. Even with no pipeline experience you just count what you did and sort deals into three stages, so it works from day one. YWT reviews what you did (Y), learned (W) and will do next (T). Example amounts are in US dollars.
Project Management for Beginners: Plan Board for Goal, Scope, Schedule, Team, and Risks
Someone leading a small project for the first time uses this project management template for beginners to set the goal, scope, schedule, team, and risks of the plan on one board. The left page of the whiteboard holds the project charter, the five process groups from initiating to closing, a stakeholder map of influence by interest, and three frames for scope, team, and risks; the right page holds a 4 by 4 milestone table, a risk quadrant of likelihood by impact, and three frames on the weekly check, delays, and closing. The task board has five columns, from planning and preparing to in progress, in review, and done, and starts with 4 parent tasks and 12 subtasks, all not started. Starting work without knowing that a project plan follows a set order leaves gaps, so the five PMBOK process groups run through the board as its flow. It suits small projects that finish in a few weeks to a few months, such as an in-house event or a trial of a new service.
PDCA Cycle Board for Beginners: Plan, Do, Check, Act One Loop at a Time and Keep the Record
Anyone learning how to run a PDCA cycle for the first time picks one work or study theme and finishes Plan, Do, Check and Act in two weeks with this beginner-friendly PDCA template. The left page of the whiteboard holds a theme and goal frame, a four-step PDCA chain of Plan, Do, Check and Act, a four-quadrant sort for what Check told you, and a six-step 5 Whys that takes the one thing that failed and asks why five times until you reach the root cause. The right page holds a five-step two-week schedule, an improvement history table for loops 1 to 3, and the three points beginners stumble on. The task board has five columns - Plan, Do, Check, Act and Loop done - and starts with 4 parent tasks and 12 subtasks, from choosing the theme through to Act, all not started. If you are unsure how to run PDCA or you stall halfway, narrow it to one theme, follow the worked examples and finish the first loop. From loop 2 the history table stacks up, so you can see later what actually worked.
Mandalart for Beginners: Goal Setting Sheet That Turns 1 Goal into 8 Themes and 64 Actions
Students and working beginners who are writing a Mandalart for the first time use this goal setting sheet template to turn one central goal into 8 themes and 64 daily actions. The whiteboard runs on two pages; on the left a Will / Can / Must trio for choosing the single goal, the 3x3 core with the goal in the center and 8 themes around it, a four-step writing order and a frame for the 3 actions of this week, on the right the 8 themes x 8 actions grid of 64 cells and a weekend YWT review (did, learned, next). The task board has four columns, Brain dump, This week, In progress and Weekly review, and holds 4 parent tasks with 3 subtasks each, 16 cards in total, all not started. If the 81 squares of a 9x9 sheet make you freeze, fill the 3x3 core first, then write 8 actions per theme, and the sheet is finished without a blank page. It is the same structure as the goal setting sheet a famous baseball player wrote in high school.
KJ Method Affinity Board for Beginners: Write Notes, Group Them, Add Labels, Draw the Diagram
Beginners who need to make sense of open survey answers or meeting comments use this KJ Method affinity board to move step by step from sticky notes to group labels and a finished diagram. The whiteboard uses two pages - on the left the rules for writing one fact per note, a 5W1H radial map, and four labelled island examples; on the right the four KJ Method stages, a three-by-three worked example, an arrow diagram of the islands, and three frames on common mistakes. The task board has five columns - notes written, grouping, labelled, diagram and write-up, done - and starts with 4 parent tasks and 12 subtasks, from setting the question to writing the final text, all not started. Even if you have only ever stuck notes on a wall and stopped there, the one fact per note rule and the worked label examples turn a pile of opinions into one diagram and a short text. The board follows Jiro Kawakita's original order, so it works as it is for training days and seminar group work.
Business Proposal Board for Beginners: Build the Outline with 5W1H and the 6 Elements
Junior staff writing their first internal business proposal use this beginner template to learn proposal writing with 5W1H and the six elements an approver checks before signing off. The whiteboard uses two pages, with a frame for raw ideas on the left, a 5W1H radial that opens the idea into Why, What, Who, When, Where and How, a two-column pros and cons comparison and a six-step guide to a proposal that gets approved, then on the right a one-line summary frame, a table of the six elements (background, purpose, content, benefit, cost, schedule) and three frames on what approvers check, why proposals fail and the first move after sign-off. The task board has five columns, Idea pool, Outline, Drafting, In review and Submitted, with four parent tasks and three subtasks each, 16 cards in total, all not started. If you freeze on line one because you do not know how to write a proposal, answering the six 5W1H questions gives you the outline. It targets internal approval, not client sales.