GALLERY
Public Templates
Official and community project templates, ready to copy
230 items
On-the-Job Learning Log: Learn It Once, Then Do It Alone
The On-the-Job Learning Log is a template for first-year employees learning a job from a senior colleague, turning what you are taught into your own written steps you can follow alone next time. The whiteboard carries a three-month target and the rules for being taught, a mind map that takes stock of what you do not understand yet, a three-line question format with the right time to ask, a YWT retrospective in three columns (what you did, what you learned, what to do next), and a frequency-versus-cost matrix for deciding what to learn first. The task board runs four columns, from want to learn through been taught and tried solo to can explain, and starts with five parent tasks - write down the gaps, shape your questions, write your own steps, try it solo, make it teachable - plus their 14 subtasks, all not started. Asking about the same steps for the third time stops being a worry, and in six months the work you were taught is in a shape you can hand to the next new hire.
Business Language Lab: Swap Weak Phrases for Polished Ones in 30 Days
Business Language Lab is a 30-day template for early-career professionals who want to replace weak workplace phrases like Got it and Sorry with polished, professional wording. The whiteboard carries the voice you are aiming for, a mind map inventory of your verbal habits, an off-key to polished swap table with a reason for every change, a frequency by impact priority matrix, and a 30-day PDCA loop. The kanban runs Habits spotted, Writing the swap, Practicing and Fixed, preloaded with five parent tasks and thirteen subtasks that carry you from collecting habits to retiring what is fixed. Because one habit lives on one card, you work on the phrases you actually say instead of rereading a style guide, and the Friday count shows in numbers how far each one has dropped.
Job Hunting While Employed: Fit Interviews and Energy Around Your Current Job
Job Hunting While Employed is a weekly scheduling template for people looking for a new role without leaving their current job, covering interview scheduling and how to book time off. The whiteboard holds the ceiling on the time and energy the search may use, a weekly timetable of days against morning, lunch, and evening slots, three rule panels on answering date proposals, taking leave, and keeping contact channels separate, a five-step run-up from a confirmed interview to the day itself, and a weekly review written as KPT (Keep, Problem, Try). The task board runs Shortlist, Scheduling, Confirmed, Done, and Rescheduled, and arrives with five parent tasks and 13 subtasks, from mapping your free hours to rebuilding the week. With the slots fixed in advance, you can answer any proposed interview date the same day and keep the search going for months without losing sleep or missing deadlines at your current job.
Interview Answer Drills: Build 20 Answers and Sharpen Them Out Loud
Interview Answer Drills is an interview preparation template for building answers to the 20 most common interview questions - why you are leaving, why this company - and polishing them out loud. The whiteboard holds the impression you want to leave with three lines to say outright, a practice loop of write, say it, record, fix, a Q&A grid pairing the 30-second version with the extra minute and the follow-up push, delivery rules with a fallback for when you freeze, and a YWT review - what you did, what you learned, what you do next. The task board runs Question only, Answer drafted, Saying it out loud, Used in an interview, It landed, and starts with five parent tasks and 13 subtasks untouched - listing questions, drafting answers, recording yourself, preparing what you ask, and fixing answers after each interview. Instead of improvising an answer on the spot you clear one stalled question per loop, so your delivery settles over the two to four weeks before the interview.
First Salary Money Plan: Decide Where Your Pay Goes, Then Automate It
A first paycheck budget template for new hires who want the take-home split - savings first, fixed costs, student loan repayment - decided and automated before the money lands. The whiteboard holds a one-year savings target and the order money is protected in, an automated payday routine, a split table in shares and amounts, and a quarterly KPT review (Keep, Problem, Try). The task board runs four columns - Deciding, Setting up, Running, and Monthly check - and starts with five parent tasks and their subtasks, from confirming take-home and automating savings to locking in fixed costs, planning student loan repayment, and reviewing every quarter. Because the split and the standing transfers are set before the money has anywhere to go, the first year ends with savings in the account instead of nothing left by payday.
Your First Performance Review: Setting Goals and Preparing Your Self-Review Over the Half-Year
The first performance review template is for anyone one or two years into a career, and covers the whole half-year - setting goals, logging evidence, writing the self-review, and the meeting itself. The whiteboard builds the half-year goals with GROW (Goal, Reality, Options, Will), then holds a log you add one row to each month, a matrix that picks the three wins worth raising by impact against your own contribution, the running order for the day itself, and a bottom row with the review calendar, the phrasings to avoid, and the questions to always ask. The task board runs four columns, from set as a goal to covered in the review, and starts with five untouched parent tasks, from agreeing your goals to setting the next ones; rewrite the review cycle (half-yearly or annual) to match your team. Instead of scrambling the night before with nothing to point to, you walk in able to back every claim with a number and a piece of proof.
First Client Visit: Prep the Night Before, Show Up Well, Follow Up Within 24 Hours
A first client visit template for junior salespeople who are shadowing a senior colleague, covering the prep the night before, meeting etiquette on the day, and the thank-you email within 24 hours. The whiteboard holds the 5W1H of the visit, the steps from arriving fifteen minutes early through the twenty-four hours after you leave, what to carry and wear and say, a log for each client, and a KPT review. The task board runs Scheduled, Preparing, Visit day, Follow-up and notes, Done, and opens with five parent tasks and thirteen subtasks - research, kit and dress, the trip there, the thank-you email, and the visit log. Run one visit as one card and the worry about being late or forgetting something turns into a routine, so by the second and third visit you have both a method of your own and a file on every client.
Career Change into a New Field: Bridge Your Skills, Set a Prep Window
A career change template for anyone moving into a role they have never held, built to decide what to learn first and how long the preparation window runs. The whiteboard carries Will-Can-Must — what you want, what you can already do, and what the job postings require — alongside a matrix that ranks your missing skills by cost to learn and by how far your current experience transfers. The task board runs Researching → Learning → Building → Proven → In applications, with five parent tasks and 13 subtasks already queued, from collecting 10 postings to setting the budget and the dates. Instead of waiting for one more certificate, you end up with one piece of work finished in 30 hours, a walk-away line, and an application date you can put in the calendar.
Business Email Dojo: Draft, Revise, and Bank Reusable Wording in 30 Days
The Business Email Dojo template shows a first-year professional how to write a business email fast, with subject lines, openings, and closings ready for the four situations that come up most. The whiteboard holds a 5W1H diagram (What, Why, Who, When, Where, How) for settling the ask, four steps from draft to send, a table of subject lines and openings by situation, a check on recipients and attachments, and a growing bank of wording and feedback. The task board runs five columns, from Drafting through Applying a format, Revising and checking, and Sent to Template bank, and starts with five parent tasks not yet begun - taking stock, building formats, checking before you send, following up, and banking what worked. After thirty days you never start from a blank page, and the email that ate thirty minutes goes out in five - paste a banked line, adjust, send.
Hosting Your First Team Dinner: Venue, the Night Itself, and the Follow-Up
The Team Dinner Host template takes a first-time host of a work dinner or farewell party from choosing a restaurant to running the night, splitting the bill, and sending thanks the next morning. The whiteboard holds a 5W1H frame for the shape of the evening, a comparison grid that rates venues on location, cost per head, private space, and dietary needs, a three-part guide to the arrival, the meal, and the close, and a countdown that works backward from booking to thank-yous. The task board runs across five columns, from shortlist to records, and starts with 5 parent tasks and 13 subtasks, all not started, covering the goal, the venue, the booking, the night itself, and the expenses. Every prep item sits on a dated card so nothing slips on the night, and the venue notes, the tipping and bill-splitting calls, and the retro stay behind for whoever hosts next.
Business Chat Etiquette: Your Own Rules for Replies, Mentions, and Channels
New hires who freeze before hitting send in Slack or Teams use the business chat etiquette template to set their own rules for reply times, mentions, and when to call instead of chat. The whiteboard holds the team chat rules, a matrix that picks the channel by urgency and audience size, opening lines for requests, questions, updates, and nudges, a pre-send check, and a KPT retrospective. The task board has four columns - stuck moments, drafting a rule, trying it out, and locked in - and starts with 5 parent tasks and 13 subtasks, from the audit through the two-week review, all not started. Turning one hesitation into one rule at a time means that after two weeks you decide chat or call in three seconds and stop losing minutes in front of the send button.
Contact Exchange and Network Log: Turning New Contacts into Real Relationships
Business card etiquette, the thank-you email, and networking follow-up on one board - the Contact Exchange and Network Log template for juniors who collect cards but never build relationships. The whiteboard holds a policy frame for who to connect with and why, a 5W1H map for capturing what was said the same day, a network log of names, context, and next actions, a two-axis matrix that ranks follow-ups by depth of relationship against closeness to the work, and two etiquette checklists for offering and receiving, including the Japanese practice of using both hands. The task board runs five columns from Just exchanged to Parked, and ships with five parent tasks and twelve subtasks, all unstarted - rehearsing the intro, logging within 24 hours, sending the thank-you by the next business morning, sorting contacts into four tiers, and reviewing the log twice a year. Because one person is one card you can move, follow-up stops depending on memory and a pile of business cards becomes a list of people you can still reach six months later.