GALLERY
Public Templates
Official and community project templates, ready to copy
230 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.
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.
Monthly Household Budget for Beginners: log income, fixed and variable costs, close the month
Anyone keeping a household budget for the first time - living alone, in a first job or newly married - opens this beginner template at the start of the month, logs by category and closes the month. The whiteboard runs across two pages, with a frame for this month's income and savings goal on the left, a log table of 5 categories by weeks 1 to 4 plus a month total, and a three-step Gap Analysis (As-Is, Gap and issue, To-Be) that shows how far you landed from the goal, and on the right three frames for telling fixed, variable and one-off costs apart, a 5-step routine for closing the month, and three frames on what keeps you going and where people get stuck. The task board has four columns, to do this month, logging, closing and done, and starts with 4 parent tasks and 12 subtasks, all not started. If you are unsure how to keep a budget, follow the pattern of 5 minutes of logging once a week and 15 minutes of closing at month end.
Gantt Chart for Beginners: Schedule Board to List Tasks and Draw Start Dates, End Dates, and Owners
Beginners learning how to make a Gantt chart use this schedule template to list the tasks of a small project and draw start dates, end dates, and owners as bars on a weekly timeline. The left page of the whiteboard has three WBS frames that split the work into prepare, produce, and publish, a four-column MoSCoW filter that narrows the rows, and a Gantt grid of 5 tasks across 6 weeks; the right page holds the goal and deadline, a five-step how-to, three frames on common mistakes and staying on track, the weekly update rules, and a three-column KPT. The task board has five columns, from listing tasks and setting dates to in progress, in review, and done, and starts with 4 parent tasks and 12 subtasks, all not started. A Gantt chart is a table with tasks down the side and weeks across the top, where each period is drawn as a bar. Putting every task on it makes a wall of bars, so narrow the rows with MoSCoW first.
5 Whys for Beginners: Ask Why Five Times to Find the Root Cause and Stop It Coming Back
This beginner-friendly 5 Whys template is for anyone handling root cause analysis for the first time, to follow the method step by step and land on a root cause and a preventive fix. The whiteboard uses two pages: on the left, a frame for the facts, the four steps of a session, a fishbone diagram covering people, method, machine and materials, and a six-row 5 Whys chain; on the right, good and bad whys, the root cause with its fix, and a four-by-four action plan. The task board has five columns - problem, digging into why, fix decided, in progress and effect checked - and starts with 4 parent tasks and 12 subtasks, all not started. Beginners usually get stuck by blaming carelessness and stopping there, so the board spreads the causes across four angles first and uses them as clues for the five whys. A worked example about a double-booked meeting room fills all six rows, and one review takes about 30 minutes.
Customer Management (CRM) Board for Beginners: Customer Cards and A-D Ranks
Customer management (CRM) for beginners: freelancers, small shops and first-year sales reps use customer cards and A-D ranks so they never miss the right moment to follow up. The whiteboard holds the goal and the ground rules, four rank frames (A keep, B grow, C new, D dormant), an empathy map covering six areas for one A customer, a customer card grid of four columns by four customers, three frames on logging contacts, a four-step contact cycle, and a frame for the three people to call this week. The task board has five columns - to contact this week, contacted, waiting for reply, in progress and done - with 4 parent tasks and 12 subtasks, from listing customers to the monthly re-ranking. The A-D ranking is a beginner-friendly version of RFM analysis, which looks at how recently, how often and how much each customer buys. It also shows how to start customer management: the criteria and the contact frequency are written on the board, so you always know who to call next and when.
Client Proposal Board for Beginners: From the Client's Problem to Solution, Impact, and Price
Salespeople and freelancers writing their first client proposal use this beginner-friendly template to move from the client's problem to cause, solution, impact, price, and the next step. The whiteboard runs across two pages: on the left sit the client's details and what you heard, a two-column value proposition canvas facing customer jobs, pains, and gains against your own value, a six-step proposal story, and three plans - full, core, and starter; on the right sit three frames of likely questions, a table of the page structure, and a pre-send check. The task board has five columns - Discovery, Outline, Writing, Internal review, and Sent - and starts with four parent tasks, each holding three subtasks, 16 cards in all, none of them started. When you are not sure how to write a proposal, the order is already fixed on the board: you open with the client's problem, not with a description of your own product.
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.
Brainstorming for Beginners: Run the Session with 4 Rules, Group Ideas, Then Narrow Down
If you are running a brainstorming session for the first time, this beginner template helps 4 to 6 people spend 60 minutes getting every idea out under 4 rules and then narrowing them down. The whiteboard puts the topic and the 4 brainstorming rules, a mind map that opens the topic into 6 branches, 3 frames for grouping similar notes and the Six Thinking Hats on the left page, then a 7-row SCAMPER checklist, an impact and ease matrix and a 5-step plan for the 60 minutes on the right page. The task board has 5 columns - topic and prep, diverging, grouping, narrowing down and next actions - and starts with 4 parent tasks and 12 subtasks, from preparation through naming an owner, all not started. If you are not sure how to run a brainstorm, or the same person always does the talking, read the 4 rules aloud first and give everyone 5 silent minutes to write on their own. The topic is not fixed, so the same board works for process improvement or new product ideas.
Agile Development for Beginners: Scrum Roles, Events and Artifacts in Your First Sprint
Anyone new to agile development or joining their first Scrum team uses this beginner template to learn the 3 roles, 5 events and 3 artifacts and to run a first two-week sprint. The whiteboard lays out what agile development means, the 5 steps of a two-week sprint, three frames for the 3 roles, three frames for the 3 artifacts, a table of the 5 events, four MoSCoW columns that pick what fits this sprint, and a KPT retrospective. The task board has five columns - Product Backlog, Sprint Backlog, In development, Waiting for review and Done - and starts with 4 parent tasks and 12 subtasks, from learning the terms to review and retrospective, all not started. Join a team without knowing how Scrum works and the vocabulary leaves you behind, so follow this board from top to bottom for one sprint and you will also know what to say in the daily scrum. Unlike a board for teams already running sprints, this one is about the terms and the first cycle.