Dive into teamwork with templates

Replace your stand up meetings with asynchronous check-ins that your team can fill out and read in their own time.

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.

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).

They 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.

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?

Centralize and keep a running history of your research for any other team to refer to.

Bring clarity to each of your new feature's goals, blindspots and details.

Talking to users is one of the most essential parts of building the right product for them. What are you nailing? What should be improved? Centralizing all the precious user insights you get from talking to users allows your team to focus on how to improve the product for your users.

Schedule and keep tabs of all the content your team is producing from articles, to social posts.

Get a feel of how top Product leaders like Romain and his team craft his exceptional user experiences and stay ahead of competitors.

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.

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.

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.

Keep your verbal and visual identity consistent across functions with clear rules on voice and tone, typography, colors, and more.

Outline your company's strategy and mission to align key stakeholders.

Build a team directory to know who's who, where they're from, what they like, what they do in your company.

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.

Keep tabs on the articles you need to update in your help center when new features get updated or released.

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.

A project status report is a team, and sometimes a company-wide document, designed to ensure your project stays on track. The report should give a clear outline of a project's progress, celebrate the milestones you've hit, and those you didn't quite manage.

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.

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.

A performance review, also known as a performance appraisal or employee evaluation, is a kind of assessment where an employee's job performance is evaluated. They're usually conducted at specific times throughout the year; often quarterly, bi-annually, or annually.

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.

Process documentation is essentially a collection of documents that provides information about how specific processes work within a business.

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.

A user persona, also known as a customer persona, is a comprehensive description of a company's ideal customer.

This is the template our friends over at Homerun use for employee to evaluate their work. It's a framework for everyone in the team to assess their growth and go over their goals at the company with their manager/team lead.

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.

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.

Real estate projects are exciting, but they also bring together many different resources and stakeholders from a variety of industries. This means that it's easy to get overwhelmed when developing a real estate project... and fast. Anticipate this problem before it happens by keeping all your key information organized from the outset of your next real estate project with a useful template.

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.

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.

Whether you are using a meeting agenda template or creating it on your own, there are some essential elements that every agenda must have.

Capture a summary of everything that happened in team meetings, from important takeaways to follow-up actions. Keep these easy to read and find for all people who weren't able to attend the meeting.

A creative brief is an absolutely essential component of any project. It acts as a project's blueprint or roadmap, established from the get-go and answering big questions like the whats and the hows.

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?"

An interview feedback template is a form that's created for interviewer(s) to fill out during the interview process, usually after interviewing a candidate for a specific position. It's sometimes referred to as a candidate evaluation form, interview evaluation form, or interview feedback form.

Release notes are documents that people receive when they buy and/or download software products. Nowadays, they're often distributed virtually. 💻

A product requirements document, also known as a PRD, concisely outlines key information about a new product or feature.

The concept of marketing meetings is relatively straightforward - they provide opportunities for marketing teams to come together and discuss relative topics of importance.

A marketing plan, also known as a business plan, is a document that delineates how your company's marketing strategy will be executed within a specific timeframe.

A project summary, sometimes referred to as a project summary report or an executive summary template, provides a synopsis of a project's status at a given time.

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.

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.

The term project plan is very literal. Project plans can be as complicated or as simple as you want them to be. At their cores, however, they're tools that outline the life cycles of entire projects from start to finish.

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.

A progress report is an opportunity for managers and other team members to sync up with a team player and get an overview of project plans, goals, and deadlines.

Use this time to align all stakeholders and ensure you've addressed all possible blindspots.

Polish your features before and after release by inviting teammates to report any fishy behavior, or possible improvements in a QA doc.

Employee handbooks 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.

Basically, 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.

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.

It's a way of communicating a business growth idea to leadership and getting the go-ahead to run with that idea.

This project scope statement helps everyone understand what the project includes and what it will not include.

Project status reports are essential parts of project reporting and are used frequently in the project management world.

A project charter document formalizes a specific project's existence. It's a key internal document used for project planning.

Reply's mission is to help Sales teams everywhere improve their engagement and close more deals. To practice what they preach, William's team strives to be state of the Sales art.

A project update is a document that updates the reader about the current status of a project. In that sense, it's a fairly self-explanatory document.

Software Documentation is a document used in project management and software development that helps users understand and learn to use a software tool.

You might be wondering what technical documentation is, but it's difficult to describe. It's an umbrella term that refers to a wide range of technical documents that explain the use, functionality or development of a given product.

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.

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.