GALLERY
Public Templates
Official and community project templates, ready to copy
230 items
Ask, Follow Up, Decline: Ready-Made Lines That Get People Moving
A template for junior staff who freeze up when they need to ask a colleague for help or turn work down, holding ready-made phrases for asking, following up, and declining politely at work. The whiteboard carries a take-it-or-decline matrix scored on your own capacity against the impact on others, three frames of lines for asking, chasing and saying no, a 5W1H diagram for building each request, and a weekly KPT review. The kanban board runs five columns, from stuck moments to go-to phrases, and arrives with 5 parent tasks and 13 subtasks. Swap “as soon as possible” for a real date and time, and keep four ways to decline ready (full no, partial yes, later, refer), and within a few weeks you stop carrying work you never agreed to.
Reporting Rhythm: Never Wonder Who to Tell or When to Ask
The Reporting Rhythm template is for a first-year employee who never knows when to report to a manager, when to escalate, and when to just decide alone. The whiteboard holds a matrix that sorts every item by urgency and by whether it is yours to call into report now, ask later, or act, a 5W1H layout for building the weekly progress update, and scripts for a first alert on bad news and for opening a request (fact, impact, plan, ask). The task board runs four columns - on your mind, to ask about, to report, shared and done - and starts with five parent tasks and 13 subtasks still to do, from mapping who to tell to the Friday review. You stop losing time deciding whether to speak up, fewer problems fester in silence, and your manager learns to trust you.
Remote Work Self-Management: Making Your Hours and Your Progress Visible
Remote Work Self-Management is a template for someone in their first job on remote or hybrid work who has to set their own hours and make daily progress visible to a manager who never sees them. The whiteboard carries a written agreement on start, sign-off and reachable hours, the shape of a day in five steps, a grid that splits office days from home days, a ten-minute Friday KPT retrospective (Keep, Problem, Try), and the rules for messaging and replying. The task board runs five columns - Not started, Focus today, In progress, Shared / waiting, Done - and arrives with five parent tasks and 13 subtasks covering your setup, your hours, your updates, asking for help, and the weekly review. Instead of worrying that nobody can see you working from home, you end up with a three-line update every morning and one honest KPT every Friday.
Recover From Rejection: Fix the Stage You Keep Losing and Lift Your Pass Rate
A rejection recovery template for job seekers who keep getting rejected at the resume screen or in interviews and want to diagnose the cause stage by stage and lift their pass rate. The whiteboard lays out pass rates by stage, a log of every company applied to, a Five Whys chain that asks why five times down to the root cause, and an impact-versus-effort matrix for choosing the fix. The task board runs across five columns, from Logged and Hypothesis through Fix chosen and Testing to Result checked, with five parent tasks - find where you drop, name likely causes, pick one fix, test on three companies, steady yourself - and 13 subtasks, all unstarted. Instead of writing rejections off as bad luck, the job search narrows to one change at a time, and two to four weeks later the numbers show whether the pass rate actually moved.
Reference and Proof Kit: Line Up Referees and Backup Before You Are Asked
A reference check is often the last step before an offer, and this reference-check template lines up your referees and the evidence behind your results before the employer asks. The whiteboard holds the design of the ask, a register of three referees, the request built with 5W1H, the confidentiality line with a fallback for anyone who declines, and an evidence matrix of credibility against how fast you can produce it. The task board runs five columns, from candidates through asked, agreed and briefed to done and thanked, and starts with 5 parent tasks and 12 subtasks. Referees cannot drop everything the day you call, so writing the ask and rebuilding the evidence early keeps the last stage of a job search calm.
Recruiter and Scout Board: Run Multiple Channels Without Crossing Wires
A recruiter and scout tracking template for job seekers working with several recruiters, headhunters, and job board scout platforms at the same time. The whiteboard carries five pieces - a Will-Can-Must frame that fixes three search criteria, a grid comparing every channel on contact, specialty, quality of intros, and contact frequency, a rule frame holding non-negotiables, duplicate applications, reply deadlines, and decline scripts, a matrix sorting roles by fit against interest, and a month-end KPT on each channel. The task board runs five columns - Before signup, Awaiting intro call, Roles incoming, In process, Paused / Passed - and starts with five parent tasks plus their subtasks, all not started. One board shows which channel sent you where, so duplicate applications and late replies stop before they cost you an offer.
Pre-Start Countdown: From Offer to First Day on One Board
The Pre-Start Countdown template is a new job checklist for anyone who has accepted an offer, covering onboarding paperwork, daily-life prep, and the plan for the first day at work. The whiteboard holds the plan up to the start date, a timeline from twelve weeks out to the night before, a table of forms with deadlines and where each one goes, a priority matrix that sorts what to study by how soon you need it and how long it takes to learn, and a 5W1H map of the first morning. The task board runs four columns from Not started to Done, and five parent tasks - paperwork, daily life, work kit, pre-start study, and day one - each carry their own subtasks. Working the deadlines first keeps forms from going missing and gets your bag packed the night before, so you walk in knowing what to bring, what time to arrive, and where to go.
Phone Skills Drill: Answer, Transfer, and Dial Until You Can Take Calls Alone
A phone etiquette template for new hires who freeze when the office phone rings, covering how to answer a business call, how to transfer it and how to place a call yourself. The whiteboard holds this office's rules (answer within three rings, ask before you put anyone on hold and keep it under 30 seconds), a transfer cheat sheet, the wording for all three situations, the five steps from the first ring to handing over a message slip, comebacks for out-of-office and hard-to-hear callers, and a KPT review (Keep, Problem, Try). The task board runs five columns from not started to solid and splits the work into 5 parent tasks and 13 subtasks, from memorizing your greeting to placing one real call to a client. Five minutes of reading the lines aloud each morning plus a KPT note right after every call cuts the moments you freeze on a transfer, and within a few weeks you can cover the phone alone when no senior is around.
Online Meeting Manners and Flow: Same Format Every Time for Camera, Voice, and Notes
Online meeting etiquette and facilitation for anyone newly handed the chair or the note-taking, from camera and audio checks to writing and sharing the minutes. The whiteboard holds the ground rules (camera on or off, lateness, recording), checks on video, audio, and your space, the flow from five minutes before to thirty minutes after, three meeting types side by side (weekly check-in, first sales call, external briefing), and a KPT retro in three columns - Keep, Problem, Try. The task board runs Scheduled → Preparing → In session → Sharing notes → Improving, with five parent tasks - fix your setup, send the agenda ahead, run the format, share notes the same day, review monthly - and 13 subtasks, none of them started. Because one card carries a single meeting from prep to shared notes, you always know what comes next even with outside guests in the room, and the minutes stop slipping to the next day.
First 90 Days Ramp-Up Log: Getting to Your Own Results as a New Hire
The First 90 Days Ramp-Up Log is a 30-60-90 day onboarding template that a brand-new hire opens on day one and updates every week while working toward doing the job alone. The whiteboard holds a declaration of what passing means in numbers, a 3x3 table of what to reach by day 30, 60 and 90, a mind map inventory of the work you own, and a fifteen-minute Friday KPT retrospective (Keep, Problem, Try). The task board runs four columns - to learn, learning now, trying it solo, can do it alone - and ships with five parent tasks and 13 subtasks untouched, covering the whole job, the routine in 30 days, working solo by day 60, one improvement by day 90, and aligning with your manager. Because passing is defined in numbers before you start, a gap with your manager's expectations shows up at the day-30 self-scoring instead of at day 90.
Mistake Recovery Playbook: The First 30 Minutes and Preventing a Repeat
The Mistake Recovery Playbook is a template for a first-year employee who made a serious mistake at work, covering the first response, the report to a manager, five whys analysis, and prevention. The whiteboard holds how to face a mistake, a five-step flow for the first 30 minutes, the five points every report needs with phrasing that avoids excuses, a five whys analysis, and a prevention log. The kanban runs from just happened to done in five columns, with five parent tasks and 13 subtasks already written and untouched - first response, separating fact from impact, reporting, finding the cause, and preventing a repeat. Because the words for the report and the next move are decided in advance, you start moving instead of hiding the mistake, and you end up with a safeguard that stops it happening twice.
Meeting Minutes and Reports: Documents People Read Within 30 Minutes
The meeting minutes template for a new hire who has just been handed the minutes and is learning how to write them, opened right before the note-taking starts and again at the pre-send check. The whiteboard holds a 5W1H frame for the report, a grid showing how minutes, status reports, daily notes, and incident write-ups differ, the 30 minutes right after a meeting, a pre-send checklist with house style rules, and a running log of the corrections you get back. The task board runs Draft, Shaping, In review, Shared, and Into the template - five columns holding five parent tasks and 13 subtasks that all start untouched, from taking notes to updating your own template. Move one document as one card and feed every correction back into the template, and you stop guessing what a report should contain while the corrections per document fall month by month.