Dive into teamwork with templates
Ready-to-use docs for product specs, company handbooks, meeting notes and more.
360° Performance Review
The Performance Review Template is designed to streamline your employee evaluation process, providing a comprehensive framework for self-reviews, peer feedback, and manager assessments. This template guides you through each step, from gathering accomplishments and identifying development areas to setting future goals. It ensures that performance reviews are thorough, constructive, and aligned with organizational objectives, fostering professional growth and team success.
Agency Creative Brief
The creative brief is an agency's best friend. Whether your team is working on marketing materials, video projects, web design, or other creative projects, the brief is the starting point. This downloadable template is a basic, clear brief that's perfect for customizing according to your needs. With fields on client guidelines, target audience, and execution strategy, it's ready to go.
Project Management
Designed for efficiency, this template helps you manage tasks, timelines, and resources effortlessly. Perfect for agencies looking to enhance productivity and deliver projects on time.
Annual Performance Review
Conduct a yearly review of employee performance with this 1:1 meeting template
Brand Guidelines
Keep your verbal and visual identity consistent across functions with clear rules on voice and tone, typography, colors, and more.
Business Project Proposal
A business proposal template suitable for any kind of project - big or small! Easily customize and share - get yours today.
Campaign Creative Brief
If your creative team is working on a marketing campaign, it's likely that they'll need to write a creative brief. In fact, briefs are one of the main ways agencies and in-house marketing teams gather their ideas and launch new projects. This simple creative brief template is perfect for any marketing or advertising creative working on a campaign. It has fields on campaign context, campaign schedule, and campaign goals, but it can be customized to perfectly fit your needs.
Client Brief Template
Our Agency Client Brief Template helps you capture all the essential project details, goals, and requirements in one tidy place. Say goodbye to confusion and hello to clear, concise briefs that get everyone on the same page from day one. Perfect for agencies looking to start projects with confidence and clarity. Let's make your next project a success!
Client Meetings Template
Our Agency Client Meetings Template keeps you organized and on-point for every client pow-wow. Map out agendas, take collaborative notes in real-time, and assign action items - all without the chaos of endless email threads. Consider it your secret weapon for running productive meetings that keep clients happy and projects moving forward like a well-oiled machine. Let's get this show on the road!
Client Proposal Template
This template is designed to help you create clear, professional, and compelling proposals effortlessly. Streamline your process and impress your clients with a polished and efficient format that showcases your expertise and attention to detail.
Company offsite
Gathering your team together in one place is a special time. Use this doc to plan out several days of activities including team bonding, workshops, and presentations; as well as more practical logistics such as travel, accomodations, and meals.
Company wiki template
Create a company wiki to structure company-wide information in one place that's easy to access for your team. Support your team growth by documenting everything: facilitate employee onboarding and reduce interruptions.
Competitive analysis
Centralize and keep a running history of your research for any other team to refer to.
Conflict resolution playbook
Remote teams can't always "talk it out." When difficult conversations arise at work, this playbook template can help the whole team navigate the problem and find a solution.
Consulting Project Proposal Template
This template is intended for consulting firms to use when proposing their services to potential clients. It’s suitable for firms and projects of any size.
Content planning
Schedule and keep tabs of all the content your team is producing from articles, to social posts.
Creative brief
A creative brief is an absolutely essential component of any project. It acts as a project's blueprint or roadmap, established from the very beginning and answering big questions like the whats and the hows.
Customer Success: 90-Day Plan Template
Congratulations on your new role as a Customer Success Manager! This 90-day plan template will guide you through onboarding, building customer relationships, and implementing quick wins. By the third month, you'll align your goals with company objectives and set strategic plans for the future, ensuring a strong start and lasting impact in your new position.
Customer CRM
Keep a 360° view on your customers, so that anyone in your team can pick up where the conversation left off with the right amount of context.
Customer Product Feedback Template
The Customer Product Feedback Template is designed to systematically collect and document customer feedback on our products. This template helps us gain a deeper understanding of customer experiences, identify areas for improvement, and prioritize product development efforts. By capturing detailed feedback, use cases, and customer suggestions, we can enhance our products to better meet customer needs and expectations, ultimately driving satisfaction and loyalty.
Daily check-ins
Replace your stand up meetings with asynchronous check-ins that your team can fill out and read in their own time.
Discount & Promotion Guidelines Template
The Discount & Promotion Guidelines Template is designed to equip support teams with clear, consistent policies for offering discounts and promotions during customer interactions. This comprehensive guide helps support representatives make informed decisions about when and how to apply discounts, ensuring fair treatment of customers while maintaining profitability. Use this template to standardize your team's approach to pricing discussions, reduce escalations, and enhance customer satisfaction.
Employee handbook
They can take many different forms, but they essentially consist of a collection of resources, documents, and information distributed to a company's employees. They're often sent out to new hires just before their first day of work in the form of a welcome e-mail.
Employee Onboarding Checklist Template
Employee onboarding checklists, also known as onboarding templates, are incredibly useful human resources tools. Most simply, they act as roadmaps for the employee onboarding process.
Escalation Guidelines Template
The Escalation Guidelines Template offers support teams a structured approach to managing complex customer issues. It outlines clear escalation processes, defines escalation levels, and establishes communication protocols. This template helps teams resolve issues efficiently, reduce response times, and enhance customer satisfaction while minimizing team stress.
Feature Overview Template
The Feature Overview Template provides support teams with a structured format to document and understand product features. It includes sections for feature descriptions, use cases, limitations, and common troubleshooting tips. By using this template, support teams can quickly access accurate information, provide better assistance to customers, and stay updated on product capabilities.
Fraud Detection Report Template
Our Fraud Detection Report Template helps you document incidents, analyze patterns, and outline preventive measures all in one organized place. It's your go-to tool for enhancing your team's fraud detection and prevention strategies, ensuring you stay one step ahead of potential threats. Let's keep your operations secure and fraud-free!
Graphic Design Creative Brief
This creative brief template is specifically designed for graphic design professionals working in-house or at an agency, so read on if that's you! It's a simple template that's easy to customize according to your own and your client's ideas. It includes fields on branding, colour palette, colour codes, and preferred file types, but the sky's the limit in terms of possibilities.
GTM Strategy Template
Startups don't fail because of bad products, they fail because of bad timing and distribution. So how do you nail your GTM strategy? Read on, as we demystify it for you with tips from Slite's marketing team!
Help center planning
Keep tabs on the articles you need to update in your help center when new features get updated or released.
Hiring scorecard
Hiring scorecards make your recruiting process more efficient and fair, at scale. Define success criteria so that your team knows what to look for in each candidate.
Interview feedback
Take the hassle out of your hiring process! This interview feedback template is designed to gather standardized feedback from interviewers and simplify your decision-making. Make your hiring process more efficient today!
Investor update
Keep your startup's investors informed and aligned with this quarterly and/or monthly memo template.
IT Project Proposal Template
This project proposal template is designed with IT projects in mind. It takes an action-oriented approach and would be perfect for developing IT infrastructure or systems.
IT Project Report
There are so many little details that go into the development of IT projects. More often than not, there are tons of different elements, teams, resources and timelines working together to get the finished project completed. Avoid getting overwhelmed by all these different aspects by using a project report template specifically designed for IT from the get-go.
Job description template
Plain and simple, a job description is a summary of a specific job. It answers questions like: "What kind of experience would an ideal candidate for this position have?" and "What would an employee's day-to-day tasks look like working in this position?"
KYC Template
Designed for teams that prioritize thoroughness and efficiency, this template helps you ensure comprehensive client verification with ease and clarity. Keep your compliance efforts organized and effective, making it simple to meet regulatory requirements and build trust with your clients.
Launch doc
Launching a product successfully requires that multiple teams—Product, Marketing, Customer Success—get aligned. And what better way to stay on the same page than by writing up a clear checklist of everything you need to check/produce before D-Day?
Marketing meeting agenda
The concept of marketing meetings is relatively straightforward - they provide opportunities for marketing teams to come together and discuss relative topics of importance.
Marketing plan template
Looking for a shortcut to create a marketing plan? Use Slite's marketing plan template to achieve your business goals.
Marketing Project Proposal Template
This template is designed specifically for marketing projects. It would be well-suited to use for any marketing campaign or marketing strategy project, no matter the size.
Meeting agenda template
Slite’s meeting agenda template provides a structure that ensures you cover all the important issues and keep the discussions on topic. It’s helpful, easy to use, and free.
Meeting minutes template
Capture a summary of everything that happened in team meetings, from important takeaways to follow-up actions with our free meeting minutes template. Keep these easy to read and to find for anyone who wasn't able to attend the meeting.
Meeting notes
Although taking meeting notes is often considered an arduous task, they provide useful written records of all the most important meeting takeaways, insights, and action items.
Meeting report
Before you start learning how to prepare meeting reports, you first need to know about what exactly they are. You can check more here about how to write effective meeting minutes.
Mid-Year Performance Review
Use this performance review template at the halfway point to mark accomplishments, give feedback, and map out goals for the rest of the year.
Mission Vision Template
Struggling to articulate your company's mission and vision? This guide will help you craft meaningful statements that reflect your values and goals, not just empty buzzwords.
Mobile App Project Proposal Template
If you’re proposing a mobile app development project, this is the template for you. It’s perfectly suited for a mobile app project of any kind, and it’s sure to help you land enthusiastic approval.
Monthly NRR Reporting Template
The Monthly NRR Reporting Template is your essential tool for tracking key Customer Success metrics and assessing progress towards your goals. This template provides a comprehensive overview of your monthly retention rate, upsells, downgrades, and churn, complete with key insights and actionable learnings. Use it to identify trends, evaluate performance, and plan strategic actions to enhance customer retention and drive business growth.
Monthly Performance Review
Use this template as a joint document between employees and managers to assess the month's work and plan ahead for next month's progress.
Monthly Project Report Template
Sometimes putting together a project report at the outset of your planning process just isn't enough. If you really want to stay on top of things, consider using our free template and creating monthly project reports. Monthly reports are perfect because they allow your team to stay on top of your planning without getting bogged down in the details.
New business project report
Launching a new business is a hands-on endeavor, but don't make the mistake of forgetting to keep all your written details and documents in one easily accessible place.
New Vendor Due Diligence
Ensure transparency and mitigate risks with Slite's New Vendor Due Diligence Template. This template is designed to streamline your vendor assessment process, making it easy to evaluate potential partners with confidence. Keep your team aligned and make informed decisions with a clear, organized approach to due diligence.
Office Hours Planning
The Office Hours Planning Template is your essential guide for organizing monthly online events with customers, leads, and enthusiasts. Use this template to structure engaging sessions where you can showcase new features, discuss upcoming developments, and dive deep into product challenges. Enhance interaction by gathering feedback and providing additional resources, ensuring a valuable experience for all participants. Join our community to keep the conversation going!
OKRs
A comprehensive guide on OKR templates and how to use them for setting and tracking team goals. Learn how to maximize your team's performance with our easy-to-follow OKR template and guide.
One-on-ones
When done well, 1:1s can fuel your company's feedback culture, with caring and engaged employees. In a nutshell, "1:1s are a kind of ceremony to force continuous improvement" (Chris, Slite CEO).
One-on-one meetings by Front
There are three different types of one-on-one meetings at Front. They've crafted templates for each of them: the very first one-on-one, regular weekly and monthly one-on-ones and even the occasional coaching session.
Performance Improvement Plan (PIP)
The Performance Improvement Plan (PIP) Template provides HR teams with a structured framework to address employee performance issues. It outlines objectives, action steps, and success metrics, ensuring a consistent approach to performance improvement and fostering employee growth.
Performance Review Templates
An employee performance review template, also known as an employee evaluation template or performance review form, is an assessment of a team member’s performance in their role. Reviews are usually conducted at specific dates throughout the year: monthly, quarterly, annually, or all of the above.
Performance Review Templates Directory
Keep up with feedback and career development with these five performance review templates that can be adapted to fit your team's needs.
User persona
A user persona, also known as a customer persona, is a comprehensive description of a company's ideal customer.
Process documentation
Process documentation is essentially a collection of documents that provides information about how specific processes work within a business.
Product Requirements Document Template
A product requirements document template, also known as a PRD template, concisely outlines key information about a new product or feature.
Product roadmap
At their most basic, product roadmaps are plans used in the development process that outline product vision and objectives, as well as the steps necessary to achieve them.
Product specs
A product specifications document gives the team and engineers the ultimate insight into the intended design. Our product specification template is all you need to write an outstanding document and get everyone set!
Product Roadmap
A progress report helps managers and other team members to get an overview of project plans, goals, and deadlines.
Project brief by Intercom
Discover the templates the team over at Intercom uses to plan out new projects. They lay out all the problems they are solving, the stories they are creating, and the goals they are tracking before tackling them.
Project budget
Project managers, stakeholders and team members put together project budgets in order to estimate total project costs. This usually occurs at the beginning of the project planning process and is a key element of any successful project.
Project charter document
A project charter template formalizes a specific project's existence. Get your free project charter document template today and start building the key internal documents for project planning.
Project closure report
Congratulations, you've made it to the end of your project! ...now what? Make sure that you conclude your project properly, of course! Your project closure procedure is just as important as your project initiation procedure because it allows you to ensure that you've accomplished all your main project goals, taken note of tasks & issues that still need to be addressed, and formalized your project closure with all the key people involved.
Project documentation
Project documentation templates are essential project management tools. They act a roadmaps for projects and serve to communicate goals, timelines, project scopes and deliverables to stakeholders.
Project kickoff
Use this time to align all stakeholders and ensure you've addressed all possible blindspots.
Project Outline Template
A project outline is a project plan made simple. No matter whether your project is routine and straightforward or long and complex, it's made up of tons of different details, logistics, ideas, and documents. Project outlines concisely bring together all that information, allowing them to be easily digested and referred to at a glance.
Project plan
Using a project plan template is a simple and effective way to organize your project plan. With Slite, your project plan templates can be as complicated or as simple as you want them to be. Get your customizable template here!
Project Proposal Templates Directory
Browse 9 Project Proposal templates adapted to your industry.
Sprint Retrospective
Use this project proposal template when communicating a business growth idea to leadership and getting the go-ahead to run with that idea.
Technical Documentation
Give a clear outline of any project's progress, celebrate the milestones you've hit, and those you didn't quite manage with our project report template.
Project scope
This project scope statement helps everyone understand what the project includes and what it will not include.
Project status report
Project status reports are essential parts of project reporting and are used frequently in the project management world.
Project summary
A project summary template is a project management tool that gives a synopsis of a project status at a given time. Try Slite's project summary template for free.
Project update
A project update is a document that updates the reader about the current status of a project.
QA template
Polish your features before and after release by inviting teammates to report any fishy behavior, or possible improvements in a QA doc.
RACI Template
Streamline your project management with the RACI template! Learn how to clarify roles, reduce confusion, and improve collaboration.
Release notes
Release notes are documents used to update your users on changes in your software product. Our free release notes template is all you need to write outstanding documentation and build customer loyalty.
Research Project Proposal Template
Our research project proposal template is designed to be used for projects carried out in a traditional, academic environment. It would be ideal to use for university research projects.
Sprint retrospective meeting
A sprint retrospective, sometimes referred to as an agile retrospective, is a short meeting that gives team members the opportunity to stop and reflect on past stages of a given project.
Sales Competitor Battle Card Template
The Sales Competitor Battle Card Template is designed to equip your team with essential insights into competitors, enhancing your strategic positioning in the market. This template allows you to compile detailed competitor profiles, including their business type, reputation, target audience, and value propositions. By understanding common objections and developing strategic responses, your team can effectively address competitive challenges. Use this template to identify areas where competitors excel, overlap, or should be avoided, providing your team with the tactical knowledge needed to outmaneuver competitors and win more deals.
Livementor's Sales Playbook Template: The secret behind a high performance sales team
Livementor has supported 25,000+ projects all-time using their mentor network, with a staggering 98% satisfaction rate. All done by a team less than 50. The answer to closing all those deals? Not a huge sales team, just the right sales playbook. And that's exactly what we'll unpack here.
Sales-to-Success Handover Template
The Sales-to-Success Handover Template is designed to facilitate smooth transitions from sales to customer success, ensuring happy customer relationships from the start. This template helps your team capture crucial information from the sales process, such as customer motivations, key contacts, and potential roadblocks. It provides a structured approach to onboarding, updating CRM accounts, and scheduling handoff meetings, ensuring that your customer-facing team is fully equipped to build and nurture strong customer relationships.
Scope of Work
Brief but powerful, the scope of work is one of the essential tools in the project management world. This is because it describes exactly what falls under the framework of a project, as well as what doesn't.
Hiring scorecard by Intercom
Hiring scorecards help the team over at Intercom define success criteria for each of their open positions. This template helps the hiring team reduce possible biases and focus on the main skills they're looking for in candidates.
SDR playbook by Reply.io
Reply.io helps global sales teams improve their engagement and close more deals. The secret? It's not about large sales orgs, but carefully crafted playbooks! Check out their SDR playbook template to boost your sales!
Employee-led Performance Review
Get employee and manager on the same page with this simple employee-led performance review template that covers skills, goals, and action steps
Software Design Documentation Template
Software design documents explain how a specific piece of software or software feature should be developed. They're important technical documents that focus on the how of the development process. A design documentation template is all you need to write outstanding documentation to impress your clients!
Software documentation
Software Documentation is a document used in project management and software development that helps users understand and learn to use a software tool.
Software Proposal Template
This template is written with software projects in mind. It would be suitable for any kind of software project or software development process, including everything from apps to web-based software.
Standard Operating Procedure (SOP)
Learn how to use an SOP template to create a well-defined set of procedures that will help your organization save time and money.
Sprint Retrospective
A statement of work, also known as a SoW, is an essential project planning and project management tool. At its most basic, it acts as a kind of formative contract between a customer and a company.
Strategic plan
Outline your company's strategy and mission to align key stakeholders.
Team Directory
Build a team directory to know who's who, where they're from, what they like, what they do in your company.
Team Performance Review
Map out team accomplishments, goals, and action steps using the team performance review template for group self-evaluation and improvement.
Technical documentation
A technical documentation document is a document that describes product information and detailed data about the handling, functionality and use.
Test Plan Template
A test plan describes the testing required to ensure your product meets the requirements for implementation. Slite's test plan template helps everyone stay in the loop, not just the testing team.
Time off Handover Template
Going on vacation? Don't sweat it! Our nifty time off handover template keeps your team in the loop and projects running smoothly. It's like a well-organized high-five between you and your colleagues. Jot down your ongoing tasks, share those nuggets of wisdom, and delegate like a pro. With this template, you'll be sipping cocktails on the beach (or binge-watching your favorite show) knowing your work is in good hands. It's the perfect way to disconnect without dropping the ball. Happy handover, happy holiday!
User Research Plan Template
The User Research Plan Template offers product and design teams a structured approach to planning and executing user research. It outlines key elements like objectives, methodologies, and timelines, ensuring research is focused and aligned with product goals. This template helps teams gather actionable insights for user-centered design decisions.
Video Production Creative Brief
This creative brief template is designed for any video production creative who's working on a new project. It's a simple template that's easy to customize to meet your specific production needs. It has fields where you can enter in your video overview, target audience, and video objective. The creative brief template will keep your project running calmly and productively, so you can focus on the big picture.
Voice of the Customer Template
Introducing the Voice of the Customer template! This resource is designed to help you capture and organize feedback from customer interactions on a recurrent basis. Use it to document insights from one-on-one conversations, track market conditions, manage feature requests, and review feedback on recent releases. This template ensures that customer voices are heard and aligned with our vision, driving meaningful improvements.
Web Design Project Proposal Template
This template is similar to our IT project proposal template, but it’s been written specifically with website design projects in mind.
Weekly Market Update
Stay ahead of the curve with Slite's Weekly Market Update Template. Designed for teams that value clarity and efficiency, this template helps you effortlessly track market trends, analyze key data, and keep everyone informed and aligned. Make smarter decisions with a streamlined approach to your weekly market updates.
Weekly project report
Mapping out a long-term project can be daunting, especially considering all the details that often go into project reports. Luckily, weekly project reports can make these kinds of projects a little more manageable for the teams working on them.
Weekly update
Replace your all-hands meetings with written updates covering your company's highlights. Ask each head of department to share what their team is working on, and share it with everyone.
User story by Yousign
Get a feel of how top Product leaders like Romain and his team craft his exceptional user experiences and stay ahead of competitors.
