GALLERY
Business & Strategy Templates
The framework and the tasks for what to do next are built in from the start, so you can skip the blank-page stage.
11 items
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.
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.
Business Plan Board for Beginners: Fill In 8 Chapters and Finish Your First Plan
A beginner-friendly business plan template for first-time founders and side-hustlers who need to know how to write a business plan and what belongs in each of the 8 chapters. On the whiteboard, the left page holds a table of the 8 chapters in two columns, what to write and an example, a 3C analysis in three columns and a 4P analysis in four; the right page holds who the plan is for, the five steps of the writing order, three frames of common criticism, a memo of the sales and cost figures and two pre-submission checklists. The task board has five columns, Gathering, Drafting, Numbers, Review and Done, with 4 parent tasks and 3 subtasks each, 16 in all, none of them started. Because every chapter tells you what to put in it, you never face a blank page, even for the first plan you hand to a lender. Amounts are in dollars. If researching the market feels hard, fill the 3C columns first and they become the draft of chapter 4, and the 4P columns become the draft of chapters 3 and 5.
SWOT Analysis & Cross Strategy Template
Open this template with your business lead and the team at a quarterly strategy session or an offsite. The whiteboard runs top to bottom: a goal and ground-rules frame, the four SWOT quadrants, an SO/ST/WO/WT cross-strategy grid, a 90-minute agenda, and a closing frame with the definition of done. The task board mirrors that flow with four parent tasks, each holding three children: agree on scope, list SWOT items, build cross-strategy moves, and turn them into an execution plan.
Strategy Meeting Agenda: Capture Every Decision and To-Do
For whoever runs the meeting, opened a few days ahead and used through the end of the session. The whiteboard holds the question the meeting must answer, the decider, a 90-minute running order, a grid for sorting topics, separate frames for decisions, parked items and homework, and what to do in the first 24 hours afterward. The task board moves work from agenda ideas through prep and discussion into decisions and to-dos, and starts with five parent tasks - framing, prep, facilitation, follow-through, and tracking - each with its own subtasks.
New Business Ideation: From Divergence to a Shortlist
For whoever runs the ideation session, opened on the morning of the workshop and used straight through until everyone leaves. The whiteboard lays out how the day runs, three angles for generating ideas plus what's off limits while diverging, a feasibility-and-impact quadrant, a sheet for working up the top three, and a takeaway frame to fill in before you close. The task board runs from the idea pool through shortlisting, framing, and customer interviews to a pending decision, starting with five parent tasks (prep, diverge, cluster, score, pick) and their subtasks.
Lean Canvas: Your Business Hypothesis on One Page
For founders and new-business leads, opened right after the idea shows up, to get the whole hypothesis out of your head and onto one page. The whiteboard holds the ground rules for filling it in, the nine-block lean canvas laid out three by three, a matrix for deciding which hypothesis to test first, three frames for customer quotes, existing alternatives and change history, plus a one-week testing cycle. The task board runs from draft hypothesis through testing to canvas updates in five columns, starting with five parent tasks - customer and problem, solution and value, channels and edge, the numbers, and testing - each with its own subtasks.
KPI Tree Board: From North Star to Daily Actions
For whoever owns the numbers on a product or business unit, opened at the start of a quarter or whenever the strategy gets revisited. The whiteboard holds the north star metric, a mindmap breaking it into KPIs and the actions behind them, a definition sheet for every metric, a quadrant for deciding what to tackle first, and frames for operating rules, common pitfalls, and weekly notes. The task board runs from candidate metrics through definition, instrumentation, and review to live, starting with four parent tasks (pick the north star, build the tree, write the specs, run the weekly loop) and their subtasks.
Decision Matrix: Compare Options with Weighted Scoring
For a team stuck comparing options, opened before the decision meeting and used until the call is made. The whiteboard holds a frame for the question and the scoring rules, a weighted matrix of options against criteria, a flow of the five steps that lead to the call, a quadrant for what to do when scores are close, and a frame for what to record afterward. The task board moves work from open questions through research and scoring into decided and handed off, and starts with four parent tasks - framing, setting criteria, scoring, and recording the call - each with its own subtasks.
Competitor Analysis Matrix (Comparison & Positioning)
Open this template with marketing and sales before you scope a new feature or refresh the sales deck. The whiteboard holds a frame for choosing rivals and criteria, a comparison table of you, Rival A and Rival B across price, features and customer base, a positioning map of price against feature breadth, a mind map of differentiation candidates, and a frame with the update rules. The task board carries four parent tasks with three children each: choose competitors, gather source data, fill the table, and decide how to win.
Business Plan Roadmap: Three Years Broken into Quarters
For founders and business leads, opened at the start of a fiscal year or ahead of a funding round to turn a three-year picture into work that can start this quarter. The whiteboard holds the three-year goal and its assumptions, the steps for breaking years into quarters, a year-by-lane roadmap grid, a matrix for choosing what to do first, and the rules that keep the plan alive. The task board runs from ideas through this quarter's execution to review in five columns, starting with five parent tasks - the goal, today's numbers, yearly targets, this quarter, and the review rhythm - each with its own subtasks.