Teams and organizations templates

Improve team outcomes with templates for tracking and optimizing individual, account, and team performance.

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Sales enablement

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Executive deal review (example)

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Traditional vs. account-based marketing

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Processing and qualifying leads example

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Org charts

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Travel agency org chart example

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Org chart by location

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Marketing org chart example

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People processes

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Career progression chart example (marketing)

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B&W multifunctional employee training chart

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Full cycle recruiting timeline example

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Account mapping

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Strategic account map example

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Local account map

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Local account plan

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Standups and team check-ins

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Kanban board with prioritization

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Kanban board with Smart Containers example

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Scrum task board template

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Retrospectives

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WWW sprint retrospective

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Glad, sad, mad sprint retrospective

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The 4 L's (sprint retrospective)

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Stakeholders and communication

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Roles/responsibilities framework example

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Communication plan

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Stakeholder map example

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Icebreakers and team building

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2 truths and a lie

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Quiz show example

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Work-from-home bingo example

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Team meetings

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1:1 meeting

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Team meeting notes

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Action items

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Team charters and overviews

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Team charter

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Scrum master roles and responsibilities

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Project team charter example

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