GALLERY
Team & People Templates
From launching a new team to day-to-day operations, discussions and role assignments happen right on the board.
There are templates for both sides of joining a team: the manager welcoming someone new, and the person who just started. Running 1:1s and meetings, managing hiring and shifts, or getting AI use started at work — pick by your role and what you're stuck on right now.
27 items
Stakeholder Map for Beginners: Sort by Influence x Interest, Plan Your Outreach as Tasks
Organizers of a community event or a new workplace project use this stakeholder map for beginners to sort each person by influence and interest, then plan how and when to reach out. Across four pages, you write the goal and timing and list stakeholders by role, place them on an influence-by-interest grid with reasons and feelings, pick what and how often to tell each quadrant, and fill in a contact plan for five people through to reviewing responses. The task board has four columns - prep, contacted, awaiting response, and done - with one parent task per page and three subtasks each. List everyone by role first, then reach high-influence, high-interest people before anyone else. The example plans a park summer festival, and using roles instead of names keeps it safe to share with your team.
Salon Assistant Training Curriculum for Beginners: Skill Check-off Board
This beginner template helps salon training leads and managers run a hair stylist assistant's training curriculum by skill and stage, with weekly pass checks. The four whiteboard pages set the training goal in a GROW interview, lay out the four skills' stages and pass criteria in a table, pick this week's practice and assign it Monday through Friday, and log results in a five-week record sheet, repeating weekly until every skill passes. The task board has three columns - practicing, awaiting check, and passed - with four parent tasks matching the four pages, each holding three subtasks. Start by filling in the skill-and-stage table and deciding who watches this week's practice, and the path to qualifying as a stylist becomes clear. Recreate the board from this template for each assistant and share it with training leads and managers using limited visibility. Follow your salon's training lead and the manufacturer's instructions for chemicals and treatment steps.
ECRS (4 Principles of Improvement) for Beginners | Review & Simplify Your Work Steps
This beginner ECRS (4 Principles of Improvement) template helps anyone tasked with streamlining work at an office, shop, or factory write out their current steps and timing before reviewing them. Across four pages, page 1 sets the task and lists 6 current steps with timing, page 2 fills an ECRS table with ideas per step, page 3 groups ideas by principle and picks what to try by effect vs. effort, and page 4 writes the improvement plan and moves cards through trial, check, and lock-in. The task board has four columns - prep, trial, check effect, and locked in - with 4 parent tasks matching the pages and 3 subtasks each, all starting in prep. ECRS stands for Eliminate, Combine, Rearrange, and Simplify, in the order that tends to pay off most. Unsure how to start? Rewrite the invoice example in your own words. You're cutting steps, not people. Share the board with your department, and roll out what works to other teams too.
AAR (After-Action Review) for Beginners: Decide Improvements Right After an Event with 4 Questions
This After-Action Review (AAR) template for beginners helps event teams review the plan, what happened, why it differed, and next steps in four questions right after a festival or exhibition. The whiteboard has four pages: page 1 sets the no-blame rule and recalls the event plan, page 2 compares planned vs. actual by scene and by number, page 3 sorts scenes by gap size to dig into the reasons, and page 4 sets the improvement steps and hands off to the next person. The task board has three columns - preparing, check next time, and done - with four parent tasks matching the four pages and three subtasks each, all starting in preparing with due dates and owners left blank. Just rewrite the e.g. notes with your own event's details to work through it step by step, co-edit with your team on a limited-visibility share, and hand off the board and improvement steps to the next person via a limited-visibility URL.
World Café Facilitation Board for Beginners: 3 Table Rounds, One Shared Insight Map
This beginner template helps first-time facilitators run a World Café for workplace dialogue or training. Across 4 pages, page 1 sets the topic, aim, 90-minute flow, ground rules, and table/host assignments; page 2 fills each table's flip-chart area with 3 rounds of talk as hosts relay the previous conversation to new arrivals; page 3 gathers every table's insights on a mind map, placed by how much they resonate and how soon you can act; page 4 decides what to take home, the first step, deadlines, a month of follow-up, and the next question. The task board has 5 columns from prep to done, with 4 parent tasks matching the 4 pages and 3 subtasks each. A World Café is a dialogue format: small tables of 4-6 people talk, then rotate so one table's conversation flows into the next. Sticky notes spell out example prompts, a 20-minute round structure, and the 3 things a host repeats at each rotation, so a first-timer can run it well. Built for about 16-24 participants.
Starfish Retrospective for Beginners | Team Habits in 5 Ways: Keep, More, Start, Stop, Less
For teams whose KPT retros stall on how much to change, this beginner Starfish template reviews meeting, work-step, and communication habits in five directions: keep, more, start, stop, and less. Across four pages: page 1 sets the period and goal and lists habits with facts (boards①–⑤); page 2 sorts habits into 5 directions and discusses the splits (boards⑥⑦); page 3 sorts by impact and ease and narrows this round's changes to 1–3 across now/next/later (boards⑧–⑩); page 4 sets owner, timeframe, and check method, plus the keep-or-revert rule and 2-week trial (boards⑪–⑮). The task board has five columns - awaiting review, discussing, trying it, checking, and locked in - with four parent tasks matching the four pages, each holding three subtasks. Even first-timers can avoid an all-or-nothing choice between stopping and keeping everything, since more and less let you adjust by degree. After a two-week trial, the next retrospective checks results and decides keep or revert.
Roleplay Training for Beginners: Rotate Actor, Partner, and Observer to Fix One Thing
First-time roleplay trainers for customer service, sales, or phone calls rotate actor, partner, and observer roles in trios with this beginner template, narrowing each fix to one point. The whiteboard has four pages; page 1 sets the goal, three roles, round flow, and scenario cards; page 2 rotates roles for three rounds while filling in the observation sheet; page 3 has each person pick one fix and write the gap between current and target phrasing; and page 4 sets the line to try and the one-week follow-up. The task board has five columns, prep to done, with four parent tasks for the four pages and three subtasks each. Roleplaying means acting out a real scenario to rehearse what to say. Sticky notes model an example scenario, an 11-minute round flow, and the observer's write-up format, so first-timers can follow along from round one. Built for 6-12 people in 2-4 trios.
Icebreaker Idea Bank Board for Beginners: Pick by Group Size, Time, and Format
First-time trainers running an icebreaker at a workshop or a team's first meeting use this beginner idea bank template to pick today's activity by group size, time, and format. The 4 pages set the day's terms, gather matching activities into a table and matrix, pick a main and backup with a run sheet, and log pros and cons after trying it. The task board has 5 columns from candidate ideas to logged in the bank, with 4 parent tasks matching the 4 pages and 3 subtasks each. If you are unsure how to run an icebreaker, this template suggests a four-step flow (explain, demo, do, share a word) that fits in about 10 minutes. It suits a trainer's first workshop, a team's first meeting, or anyone breaking the ice on a video call. Each frame has an e.g. example, so filling pages in order gets you ready even the first time, and every round adds an activity that fits your team.
Team Task Inventory for Beginners: Pick the Top 5 Tasks to Hand Off to AI by Impact and Effort
Team leads who want to decide which tasks to hand off to AI use this beginner template to inventory each person's tasks by frequency and time, then pick candidates by impact and effort. The whiteboard holds a 6-row, 5-column task inventory table, three frames on what does and does not suit AI, an impact-versus-effort matrix, four MoSCoW columns, and a frame for the top 5 and the order to try them. The task board has five columns from inventorying to decided, four parent tasks - inventory, sort, narrow to 5, and try and decide - with three subtasks each, all not started.
Team Prompt Library Board for Beginners: Save What Worked, by Use Case
Teams where only the AI-savvy build know-how use this beginner prompt board to save prompts that worked, sorted by use case, so anyone gets the same quality. The whiteboard holds a library table with each prompt's name, use case, cautions, and author (board 1), full-text examples of the 3 top prompts (board 2 to 4), 3 conditions for a good prompt, a 4-row registration rule table, and a frame for the update owner and review cadence. The task board has four columns - collecting, rewriting, in review, and published - with 4 parent tasks and 12 subtasks, from narrowing use cases to full-text collection, team testing, and upkeep. Start by narrowing your team's frequent use cases to 3 and keeping full text, not a summary, since a short note drops conditions and results vary when copied. Unlike the personal AI prompt board, this one is about team-wide sharing and standardizing, down to registration rules and an update owner.
Online Whiteboard Practice Board for Beginners: Learn Sticky Notes, Frames & Arrows in 15 Minutes
New online whiteboard users learn sticky notes, frames, and arrows in 15 minutes with this beginner practice board built for meetings. The whiteboard has 8 frames in order - a practice canvas for sticking, moving, and color-coding notes; three tasks for grouping, connecting, and sorting; four fixes for when you get stuck; five steps for running a meeting; a mind map of where to use it; and example meeting rules. The task board has four columns - try it, practicing, try it in a meeting, and review - with 4 parent tasks and 12 subtasks, from getting used to the tools to making the habit stick, all not started. Follow this board top to bottom and in 15 minutes you go from your first sticky note to arrows, then meetings and saving and sharing. It is a hands-on practice board, not a feature tour - keep what you write for next time.
Real-Time Meeting Minutes Board for Beginners: Notes, Decisions, and To-Dos in 3 Columns
Beginners unused to writing minutes open this template during the meeting to sort notes, decisions, and to-dos into separate columns instead of mixing them. The whiteboard holds a table with 4 agenda rows by 3 columns for notes, decisions, and to-dos, 3 meeting-header frames, a 5-stage flow from 5 minutes before to 10 minutes after the meeting, a to-do list frame, and 2 frames contrasting a bad and a good way to write. The task board has 5 columns from "Still notes" to "Done & shared", starting with 4 parent tasks - preparing before, sorting during, finishing within 10 minutes after, and following up until next time - each with 3 not-started subtasks. If you don't know how to write minutes, keep the 3 columns and write single words first; sentences can wait until after. If you mainly want to polish minutes into a report afterward, a different template focused on post-meeting documentation fits better.
How to Choose a Team or HR Template
Team and HR templates are easiest to pick by who uses them. A manager, a recruiter, someone building shift schedules, and someone rolling out AI at work each need a different board. The sections below mostly cover people leading a team; boards for someone who just joined show up in the FAQ.
Welcoming Someone and Handing Off Work
Managers and mentors bringing on a new hire can use "Employee Onboarding", which sets the day-by-day plan for week one and what to cover in the 30-, 60-, and 90-day check-ins ahead of time. Whoever is leaving a role and whoever is taking it over can use "Job Handover Checklist", which orders tasks by frequency and how much only one person knows, and tracks five columns from writing procedure docs through the successor working solo.
Running 1:1s and Meetings
A manager starting biweekly or monthly check-ins can use "1:1 Meeting Toolkit" to set the purpose, ground rules, a 30-minute structure, and how to sort discussion topics before the first session. Someone newly running the agenda and notes for online meetings can follow "Online Meeting Manners and Flow" from five minutes before the start to 30 minutes after the end, including sending the notes out the same day. Whoever is organizing a team event can use "Team Building Workshop", which includes a 90-minute run of show and a shared-understanding worksheet.
Managing Hiring and Shifts
Recruiters and interviewers can use "Hiring Pipeline Tracker", which lists what to do at each screening stage alongside a criteria-by-candidate table so everyone is judged on the same scale. Whoever builds the schedule for a shift-based team can use "Shift Scheduling Board", setting required headcount by day and time slot before moving through five monthly steps: collect requests, draft, adjust, finalize, and record.
Getting Started with AI at Work
A workplace with no rules yet for generative AI can start with "AI Usage Rules Board for Beginners", which fits allowed tasks, data you must never enter, a check-before-you-send step, and who to ask onto a single page. Whoever wants to give coworkers actual hands-on time can use "AI Hands-On Session Planning Board for Beginners", which structures a 30-minute session in five steps and prepares answers to common objections.
Frequently Asked Questions
How do templates for new hires differ from ones for the people welcoming them?
They're built for different roles. "Employee Onboarding" is used by the manager and mentor on the receiving end, starting before the new hire's first day. Someone who just joined and wants a board of their own can use "Workplace People Map" instead, to sort out who to ask about what.
Where do I start writing a handover document?
Start by defining what "done" looks like for the handover. "Job Handover Checklist" then has you rank tasks by frequency and how much only you know, write procedure docs for the highest-priority ones first, and finish once the successor has run the task solo and any questions have been folded back into the docs.
What should I prepare first for a team-building workshop?
Start by writing the session's goal in one sentence. "Team Building Workshop" then has you plot activity ideas on two axes — how much prep they need and how much they build connection — and narrow it down to one or two. Booking a venue and supplies goes more smoothly once the goal is locked in.
Can I view the 1:1 and handover templates without signing up?
Yes. Field names, columns, and task order for the 1:1 and handover boards are all viewable on the public page without an account, so you can compare before choosing. To fill one in for your own use, register for free and copy it from the marketplace.