Initiative planning templates

Take action faster! Use templates to create implementation plans, business requirement documents, and discovery trees.

Typing filters results after every character typed

Find a template or partner

Onboarding email flow and template example

Used with:

Go to Onboarding email flow and template example template

Company overview

Used with:

Go to Company overview template

Discovery tree

Used with:

Go to Discovery tree template

Event brief

Used with:

Go to Event brief template

Concept / validation pitch

Used with:

Go to Concept / validation pitch template

Shape up methodology

Used with:

Go to Shape up methodology template

Lesson plan template

Used with:

Go to Lesson plan template template

Facilitator agenda

Used with:

Go to Facilitator agenda template

Engineering project documentation

Used with:

Go to Engineering project documentation template

Product launch checklist

Used with:

Go to Product launch checklist template

A3 problem solving

Used with:

Go to A3 problem solving template

Example mapping example

Used with:

Go to Example mapping example template

Product overview

By initiative

By team

By industry

Support and services

Education

Policies and practices

About Lucid Software

Initiative planning templates

Onboarding email flow and template example

Company overview

Discovery tree

Event brief

Concept / validation pitch

Shape up methodology

Lesson plan template

Facilitator agenda

Engineering project documentation

Product launch checklist

A3 problem solving

Example mapping example