GALLERY
Public Templates
Official and community project templates, ready to copy
230 items
AI Answer Fact-Check Board for Beginners: Confirm Evidence, Source, Numbers, and Dates
This beginner template is for anyone who takes an AI chatbot's answer at face value, helping you check the reasoning, source, numbers, and date so you catch mistakes before you rely on the answer. The whiteboard has four frames for the four checks, a 4x4 mistake record, five checking steps, three frames of common mistakes, and a frame on when to check harder and where the line is. The task board has five columns from answer to check to ask an expert, with four parent tasks - learning the method, checking one answer, logging mistake patterns, and holding the risk line - each with three not-started subtasks. Even without knowing how to judge an AI answer, working the board from the top left checks one answer fully; for medicine, law, tax, or money, use AI answers as background research only and confirm the final call with an expert.
AI Adoption 3-Month Retro for Beginners | KPT: Decide What to Keep, Stop, Try Next, Then Advance
This beginner-friendly template helps a team three months into AI adoption run a KPT retrospective before the early buzz fades, and decide how to use AI for the next three months. The whiteboard holds a spot for the tasks used, their effects, and pain points, a three-column KPT board (Keep, Problem, Try), three criteria frames for picking a candidate, a four-by-four table comparing candidates for the next three months, and frames for the decision and who to share it with. The task board runs five columns from gathering results to done, with four parent tasks - gather results, reflect with KPT, decide the next three months, and roll out the decision - split into three subtasks each (16 cards, all not started). Just fill the board top-left to bottom-right and you will end up with the one initiative to try next, its owner, a start date, and who to share it with. Every term is explained on the board, so teams new to AI, or a one-person department, can use it as is.
AI Effect Measurement Board for Beginners: Compare Before and After, Report to Your Manager
Someone whose AI tool only feels vaguely useful uses this beginner board to compare time, quality, and satisfaction before and after, then report it to their manager on one page. The whiteboard has three frames on how to measure each indicator, a 3x4 before/after table, five steps for measuring and reporting, three frames for hard-to-quantify effects, and a one-page report frame. The task board has five columns - getting ready, before log, after log, tally and compare, reported - with 4 parent tasks and 12 subtasks, from getting ready to reporting and deciding. The usual reason people stall is missing a before number, so this board lets you estimate it from your gut feeling over the past week, and shows how. Effects that are hard to quantify, like feeling less weighed down, can still be written down using the example wording. To plan the trial itself, use the AI Pilot Plan Board instead - this one is for measuring and reporting.
AI Adoption Meeting Board for Beginners: Goal, Target Task, Concerns, and Trial Scope
This beginner template helps first-time organizers nail down the goal, target task, concerns, and small trial scope for AI adoption in one meeting. The whiteboard lines up the four frames, a radial diagram detailing the trial with 5W1H, five steps for a 60-minute meeting, a decisions table (4 rows x 3 columns), and a frame for what stays undecided plus the next meeting date. The task board has five columns from gathering points to reviewed, and four parent tasks - meeting prep, meeting day, trial prep, and judging results - each with three child tasks in the first column. If you're unsure how to run the meeting, fill the four frames left to right and copy the results into the decisions table with an owner and deadline. It suits small teams starting to look at AI use, and people juggling IT duties too.
To-Do List for Beginners: Dump Everything, Then Do Only 3 Things Today
The to-do list template for beginners whose list never gets finished: first get every task out of your head, then narrow the day down to the 3 things you will actually do. The whiteboard runs from an Inbox frame that empties your head, to the 4 boxes Today's 3, This week, Someday and Waiting, a 4-column MoSCoW that picks today's 3 out of This week, the 5 steps of GTD, a clarify table that decides where each inbox item goes, 3 writing rules and a 10-minute Friday review. The task board has 5 columns - Inbox, Someday & waiting, This week, Today's 3, Done - with 4 parent tasks and 12 subtasks, all not started. If you are not sure how to write a to-do list, follow the three rules - start with a verb, do it now if it takes under 2 minutes, one action per card. When you cannot choose today's 3, split the 5 items in This week into Must, Should, Could and Won't, then take only 3 starting from Must.
Time Management for Beginners: Log Your First Week, Find the Waste, Rebuild Your Schedule
Time management for beginners: workers and students who never have enough time log their first week here, find the waste and rebuild a weekly schedule that fits real life. The whiteboard holds a guide to logging in 30-minute blocks, a weekly schedule grid of five time bands across seven days, three frames that sort wasted time, a Starfish that reviews the week in five directions, a four-step Pomodoro flow, three frames on the focus ritual, time thieves and what the log revealed, a seven-row diary of the trial week, and a closing frame for the single change you make next week. The task board runs five columns - logging, spotting waste, fixing the plan, trying it out and locked in - with four parent tasks and twelve subtasks, all not started. If you do not know how to start, one week of real data lets you plan from facts. The Pomodoro Technique is 25 minutes of work and a 5-minute break repeated four times, then a long break of 15 to 30 minutes.
3C Analysis for Beginners: Find the Key Success Factor (KSF) from Customer, Competitor and Company
A beginner-friendly 3C analysis template for people learning how to do a 3C analysis, from lining up customer, competitor and company facts to choosing one KSF (key success factor). On the whiteboard, the left page holds the purpose and scope frame, three frames for Customer, Competitor and Company, a four-column SWOT (strengths, weaknesses, opportunities, threats) and a frame for the KSF and your winning angle; the right page holds the four steps of a 3C analysis, a grid of what to research for each C (3 rows by 3 columns) and three frames of common mistakes. The task board has five columns, To research, Researching, Analyzing, KSF candidates and Decided, and starts with 4 parent tasks and 12 subtasks, from setting the purpose to deciding the KSF. A 3C analysis looks at Customer, Competitor and Company to find the condition you can win on. If you get stuck, sort your facts into the four SWOT boxes and take the KSF where a strength and an opportunity overlap and no rival delivers yet.
Task Management for Beginners: Your First Week of Brain-Dump, Priorities and Today's 3
A beginner task management template for anyone building a system for the first time: write every task down, set priorities, and keep only 3 for today, all within your first week. On the whiteboard, the left page holds a frame for dumping every task of the week, a four-quadrant importance and urgency matrix, three frames for today's 3, this week and waiting on others, and the four steps of the daily loop of 5 minutes each morning and evening; the right page holds a weekly log of 5 rows by 3 columns, the Friday 10-minute KPT review in three columns of Keep, Problem and Try, two stuck-point frames and a frame on how to keep going. The task board has five columns, Brain-dumped, Today's 3, This week, Waiting on others and Done, and starts with 4 parent tasks and 12 subtasks, from the brain dump to the Friday review, all not started. Task management habits fail when one item is too big and too many go into a day, so the board splits each task to its first step and caps today at three.
STP Analysis for Beginners: Segmentation, Targeting and Positioning in Three Steps
People selling a small product for the first time use this beginner-friendly STP analysis template to pick the market they aim at in three steps - segmentation, targeting and positioning. The whiteboard holds a frame for the product and how you sell it today, the three STP steps, a table of three criteria by three segments, a four-quadrant grid of market appeal against your strengths, a six-area empathy map of the buyer you chose (think and feel, hear, gains, say and do, pains, see), a positioning map of price against craft, and three frames for your S, T and P. The task board runs in five columns - gather facts, split the market, choose the target, set the position and wrap up - and starts with 4 parent tasks and 12 subtasks, all not started. If you have never done an STP analysis, filling the frames from the top links S, T and P into one line of reasoning. STP is the model Kotler made popular, and the empathy map turns the buyer you chose into words you can use.
SMART Goal Setting for Beginners: A Workbook to State Your Goal and Plan This Week
Anyone who can only write a fuzzy goal like I want to speak English uses this beginner-friendly SMART goal setting workbook to state one clear goal and plan the actions for this week. The whiteboard lays out Will, Can and Must in three columns to narrow the list to one goal, a radial diagram of the five SMART conditions, a four-step backcast from one year to this week, a frame for the rewritten goal, a table that contrasts fuzzy and SMART wording, and three frames for keeping the habit. The task board has four columns - write it out, fix with SMART, this week and review - and starts with 4 parent tasks and 12 subtasks, all not started. If you do not know how to set goals, filling in Specific, Measurable, Achievable, Relevant and Time-bound in order gives you a goal that another person reads the same way. Unlike an OKR board for company-wide goal management, this workbook is built for one person setting a personal goal.
Sales Activity Tracking for Beginners: Log Your Daily Calls and Deal Stages, Then Plan Next Week
Sales reps in their first months use this beginner-friendly sales activity tracking template to log daily calls and deal stages and decide what to do next week. The whiteboard works back from this month's target to the activity it needs, then adds a 5-row by 5-column activity tracker (calls, meetings, proposals, quotes and wins across weeks 1 to 4 plus the monthly goal), a deal list split into prospects, proposals and closing, the five steps from first contact to a win, a stakeholder map in four quadrants, a weekly YWT retrospective, and three frames for common mistakes, rules and habits. The task board has five columns - this week's plan, called or visited, waiting for a reply, quote or proposal out, and done - with 4 parent tasks and 12 subtasks, all not started. Even with no pipeline experience you just count what you did and sort deals into three stages, so it works from day one. YWT reviews what you did (Y), learned (W) and will do next (T). Example amounts are in US dollars.
Project Management for Beginners: Plan Board for Goal, Scope, Schedule, Team, and Risks
Someone leading a small project for the first time uses this project management template for beginners to set the goal, scope, schedule, team, and risks of the plan on one board. The left page of the whiteboard holds the project charter, the five process groups from initiating to closing, a stakeholder map of influence by interest, and three frames for scope, team, and risks; the right page holds a 4 by 4 milestone table, a risk quadrant of likelihood by impact, and three frames on the weekly check, delays, and closing. The task board has five columns, from planning and preparing to in progress, in review, and done, and starts with 4 parent tasks and 12 subtasks, all not started. Starting work without knowing that a project plan follows a set order leaves gaps, so the five PMBOK process groups run through the board as its flow. It suits small projects that finish in a few weeks to a few months, such as an in-house event or a trial of a new service.