GALLERY
Public Templates
Official and community project templates, ready to copy
330 items
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.
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.