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.
You will find a canvas for laying out a whole business on one page, boards for writing internal proposals or loan documents, frameworks for closing out a meeting with a decision, and a step-by-step board for rolling out AI. Pick by what stage you are at and what you are stuck on.
30 items
Business Plan Numbers for Beginners: Sales, Costs, and Startup Funds Tables
Founders stuck on the numbers after outlining their business plan use this beginner template to fill in three tables - sales, costs, and startup funds - for their plan. The whiteboard holds a sales plan grid across four periods, an expense list split into fixed and variable costs, five steps for building the numbers, three basis frames for customer count, price, and costs, a startup funds and financing frame, and a monthly cash flow frame. The task board runs five columns from gathering numbers to done, opening with four parent tasks and twelve subtasks, all not started. Sales come from customers times price times days open, then costs split into fixed and variable to find the sales level that turns a profit, so this suits anyone about to apply for a startup loan or pitch an internal proposal who needs to explain where the numbers come from. Every example amount is filled in, so you only need to swap in your own numbers to complete all three tables.
Business Model Canvas for Beginners: Fill 9 Blocks in Order to Explain Your Business on One Page
First-time Business Model Canvas writers use this beginner template to fill in all 9 blocks in the right order without getting stuck on what goes where. The whiteboard holds the canvas frame with the top 7 blocks in 5 columns and 2 rows, a 2-column frame for cost structure and revenue streams, two flow diagrams that split the writing order into the first 5 steps and the last 4, 3 hint frames for when you get stuck, and an example frame built around a small cafe. The task board runs from research to done across 4 columns, with 4 parent tasks and 3 subtasks each, 16 in all, all set to not started. The writing order runs Customer Segments, Value Proposition, Channels, Customer Relationships, Revenue Streams, Resources, Key Activities, Partners, then Cost Structure; connect the 9 filled blocks and you already have your business pitch. Unlike the Lean Canvas, built for hypotheses you still need to test, this fits an already-running business or shop you want to explain on one page.
AI Risk Response Board for Beginners: Leaks, Misinformation, Rights, and Overreliance
New employees unsure how risky generative AI is at work use this beginner AI risk board to plan responses in advance. The whiteboard holds a four-quadrant matrix sorting risk by likelihood and impact, four frames explaining data leaks, misinformation, rights infringement, and overreliance, a frame for the owner and review date, a response table with prevention, steps, and contacts per risk, and five first-response steps for when something goes wrong. The task board runs five columns from listing risks to running it as a team, starting with 4 parent tasks - learn AI usage, sort risks, set response steps, run it as a team - and 12 subtasks (16 total) in the first column, list the risks. Even without knowing how to write AI rules, ranking risks on the matrix then filling in the response table lets you hand this out as a simple in-house guide. It stays at the level of everyday precautions, not legal wording.
AI Pilot Plan Board for Beginners: One Task, One Team, 4 Weeks, Then Decide Whether to Scale
This beginner template helps first-time AI users plan and run a small AI pilot - one task, one team, four weeks - before deciding whether to scale it up. The whiteboard holds a 4-week plan grid for what to do, what to observe, and who's in charge, three frames for narrowing the scope to one task, one team, and four weeks, four PDCA steps, three frames for weekly notes on what worked, what got stuck, and what to change, and a final frame for the scale, adjust, or stop decision. The task board has five columns - choose the pilot, preparing, running the 4 weeks, review, and done - starting with 4 parent tasks and 12 subtasks, all in the choose the pilot column. Narrow the scope to one task, run it for four weeks, keep a 3-line weekly log, and make the call in week 4, instead of getting stuck on an all-or-nothing rollout. Before-and-after metrics belong in another template; this board only covers testing and deciding. It works solo or with a team of about five.
AI Adoption 3-Month Retro for Beginners | KPT: Decide What to Keep, Stop, Try Next, Then Advance
This beginner-friendly template helps a team three months into AI adoption run a KPT retrospective before the early buzz fades, and decide how to use AI for the next three months. The whiteboard holds a spot for the tasks used, their effects, and pain points, a three-column KPT board (Keep, Problem, Try), three criteria frames for picking a candidate, a four-by-four table comparing candidates for the next three months, and frames for the decision and who to share it with. The task board runs five columns from gathering results to done, with four parent tasks - gather results, reflect with KPT, decide the next three months, and roll out the decision - split into three subtasks each (16 cards, all not started). Just fill the board top-left to bottom-right and you will end up with the one initiative to try next, its owner, a start date, and who to share it with. Every term is explained on the board, so teams new to AI, or a one-person department, can use it as is.
AI Effect Measurement Board for Beginners: Compare Before and After, Report to Your Manager
Someone whose AI tool only feels vaguely useful uses this beginner board to compare time, quality, and satisfaction before and after, then report it to their manager on one page. The whiteboard has three frames on how to measure each indicator, a 3x4 before/after table, five steps for measuring and reporting, three frames for hard-to-quantify effects, and a one-page report frame. The task board has five columns - getting ready, before log, after log, tally and compare, reported - with 4 parent tasks and 12 subtasks, from getting ready to reporting and deciding. The usual reason people stall is missing a before number, so this board lets you estimate it from your gut feeling over the past week, and shows how. Effects that are hard to quantify, like feeling less weighed down, can still be written down using the example wording. To plan the trial itself, use the AI Pilot Plan Board instead - this one is for measuring and reporting.
AI Adoption Meeting Board for Beginners: Goal, Target Task, Concerns, and Trial Scope
This beginner template helps first-time organizers nail down the goal, target task, concerns, and small trial scope for AI adoption in one meeting. The whiteboard lines up the four frames, a radial diagram detailing the trial with 5W1H, five steps for a 60-minute meeting, a decisions table (4 rows x 3 columns), and a frame for what stays undecided plus the next meeting date. The task board has five columns from gathering points to reviewed, and four parent tasks - meeting prep, meeting day, trial prep, and judging results - each with three child tasks in the first column. If you're unsure how to run the meeting, fill the four frames left to right and copy the results into the decisions table with an owner and deadline. It suits small teams starting to look at AI use, and people juggling IT duties too.
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. Use it in meetings where strengths and weaknesses keep coming up but the conversation never turns into an actual move. It suits a business lead or manager searching for how to run a SWOT analysis or a cross-SWOT template, and any team trying to set direction for the quarter. A facilitator running a half-day strategy session or offsite can also use it as the on-the-day script. Open with Goal and ground rules for this session to align on what the group needs to decide and how far to take it. Move into The four SWOT quadrants to list strengths, weaknesses, opportunities and threats, then turn those pairs into moves in Cross strategy (combine the SWOT groups). Keep pace with The 90-minute agenda, and close by confirming decisions and homework in Definition of done and takeaways. The task board runs through To Do, Analyzing, Review, and Done, with cards moving once an owner is assigned. You don't need everything settled in one sitting. On the first pass, stop at List SWOT items and build the cross-strategy moves in a separate session within a week so the discussion has room to deepen. A month later, return on the date set in Set a review date and check whether your assumptions about opportunities and threats still hold.
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. Use it when meetings run long but nobody can say what was decided, or when last week's to-dos still haven't moved. It's for organizers searching for how to build a strategy meeting agenda or notes template, and for anyone who wants decisions and to-dos captured without slipping through cracks. It suits leadership meetings, standups, and quarterly planning where a decider sits in the room. Before the meeting, fill in What This Meeting Must Settle: the question, the decider, and what happens to open items. On the day, follow How the 90 Minutes Usually Go, and use Sorting the Topics when an item is hard to place. Sort outcomes into Decisions (only what is settled), Parked (not today), and Homework (before next time), and date what you park. Once it ends, follow What Happens in the First 24 Hours: share the notes and turn items into tasks within a day. The board runs Agenda Ideas, Preparing, In the Meeting, Decided / To-Do, and Done. Just finishing Write the question and Name the decider before the first session changes how the room feels. During the meeting, write decisions down and read them back instead of ending on "probably." After a month, open Chase stalled items and reassign owners and deadlines on any stalled card.
How to Choose a Strategy Template
There are many strategy frameworks, and choosing by name alone often means filling in a grid that doesn't fit your actual problem. Decide what you need to decide before you pick a method. Start with whichever of the four purposes below is closest to yours.
Mapping Your Business and Market
To turn your strengths and weaknesses into concrete moves, use "SWOT Analysis & Cross Strategy Template". After filling the four quadrants, combine them in an SO/ST/WO/WT cross-strategy grid. To line yourself up against competitors on price, features, and customer segment, "Competitor Analysis Matrix (Comparison & Positioning)" builds a comparison table and a positioning map. To get a new business hypothesis onto a single page, "Lean Canvas" fits the bill.
Writing a Proposal or Business Plan
Pitching an idea internally for the first time? "Business Proposal Board for Beginners" has you answer six 5W1H questions to lock the outline, then move it into a six-element table. Writing a business plan for a bank for the first time? "Business Plan Board for Beginners" lets you fill in eight chapters by following worked examples. If you plan to apply for a startup loan, "Startup Business Plan Board for Beginners" lets you draft all eight sections in the order you write them, with examples for each.
Reaching a Decision in a Meeting
Stuck choosing between three or so options? "Decision Matrix" scores each option against weighted criteria, so you can note the reasoning and revisit it later. If meetings keep ending without anyone sure what was decided, "Strategy Meeting Agenda" has you write the question to answer and who makes the final call before the meeting starts, then keeps decisions, open items, and follow-ups separate, plus what to do in the 24 hours after.
Rolling Out AI Step by Step
For teams starting to use AI at work, there is a board for every stage. Once a single meeting settles the goal and any concerns, "AI Pilot Plan Board for Beginners" tries it on one task with one team for four weeks. From there you can move to a board that compares before-and-after results, then a KPT board for a three-month review. A separate board covers deciding how to handle information leaks and inaccurate output up front.
Frequently Asked Questions
Can I view the SWOT analysis template without signing up?
Yes, the contents are viewable without an account. You can check the field names and task structure on the public page to see whether it fits your meeting. Copying it to fill in as your own project requires free registration.
How should I build a competitor comparison table?
Start by deciding who you're comparing against and on which criteria before you research. "Competitor Analysis Matrix (Comparison & Positioning)" lists parent tasks in order: pick competitors, gather primary information, fill the comparison table, then decide your differentiation. Filling it first with public information and setting a limit on how much you read keeps the research from dragging on.
Should I use a Lean Canvas or a Business Model Canvas?
A Lean Canvas suits a hypothesis you still need to test; a Business Model Canvas suits explaining a business that is already running. Both use nine blocks, but the Lean Canvas adds a one-week validation-cycle frame, while the Business Model Canvas comes with a suggested fill-in order and a small-cafe worked example.
What if I can't pin down the numbers for a business plan?
There is a template focused only on building the numbers. "Business Plan Numbers for Beginners" fills in monthly sales as customers times price times business days, splits costs into fixed and variable, and works through startup funds and how to raise them, all as tables to complete.