Templates | Vani

Strategy and Planning

Strategic goal board

Chart out goals and work together with your teammates toward achieving them.

Strategy planning

A step-by-step approach to kickstart your brand or product.

Service blueprint

Design a new process or improve an existing one by visually laying out the steps involved in a service process.

Sitemap

Visualize your website flow with this sitemap template.

Social media strategy and planning

Bring everyone together in one Space to plan and streamline your next social media campaign.

PEST analysis

Quickly analyze external factors and threats that could impact your organization.

Business case

Document and present your project or initiative and make informed decisions.

Customer journey map

Deliver your best customer journey experience and increase customer satisfaction.

Buyer persona

Understand your target customers better by building detailed profiles that guide your team in understanding their needs.

3C analysis

Quickly understand your company's environmental factors to develop competitive strategies and strengthen your market position.

A3 report

Address your problem systematically using an effective, ready-made, structured approach. Document the process for continuous improvement and keep everyone on the same page.

PDCA cycle

Quickly spot inefficiencies in your business processes and refine them through continuous improvement to achieve your goals.

FMEA

Help your team easily spot and assess potential failures in your project, product, or service.

Growth experiments

Reduce your business risks by testing and validating ideas, products, or features before putting them into action.

SOAR analysis

Help your team craft a winning strategy that's effective and forward-thinking by analyzing its current strengths and potential.

AARRR template

Easily optimize your business's customer experience and measure success.

Stakeholder analysis

Understand your stakeholders and their roles better by assessing their needs and their impact on your project.

5S template

Build a quality work environment for your team and improve productivity, safety, and cleanliness.

7S template

Quickly evaluate your organization's operation and bridge the performance gap using this 7S template.

Comparison chart

Easily compare your product features with your competitor's to find the perfect fit for your product.

Start, Stop, Continue

A Start, Stop, Continue template is a simple feedback framework teams use during retrospectives to reflect, align, and continuously improve performance.

Project canvas

Quickly create a clear, structured overview of your project and present it to your stakeholders.

Three horizons of growth

Lay a strong business plan for your organization that perfectly balances driving short-term success and fostering long-term innovation and growth.

Mandala chart

Bring more clarity and focus to your work by breaking complex tasks into achievable parts.

OGSM

Align your goals and strategies and measure progress for effective planning and execution.

Sailboat Retrospective

Set sail toward team success by uncovering what propels you forward—and what’s holding you back.

Decision tree

Branch out your choices. See every path. Decide with confidence.

Impact mapping

Plan your business goals and see how they connect to outcomes.

PESTLE analysis

See what shapes your business—before it shapes your decisions.

Ideal customer profile

Know exactly who you're building for and why it matters.

Brainstorming

Round robin brainstorming

Team up to brainstorm and generate ideas together.

Research topic brainstorming

Come up with ideas for your research topic together with your teammates.

Likert scale brainstorming

Run surveys to get your team's opinions.

Reverse brainstorming

Team up to brainstorm potential problems that could affect your product or brand.

Customer touchpoint map

Quickly map out your customer journey with your product or service to identify key touchpoints and improve their overall experience.

KWL chart

Get to know your students' understanding of a topic to make learning more effective and engaging!

Affinity diagram

Easily organize large amounts of ideas into logical groups.

Fishbone diagram

Quickly analyze the root cause of a problem using a structured approach.

Tier list maker

Discover your team's preferences and gather opinions by ranking items.

UX empathy map

Turn user emotions into UX breakthroughs. Spot hidden pains and design experiences your users truly value.

SaaS Onboarding Journey Map

Visualize the full user experience from awareness to advocacy.

Customer Journey Map

Understand your users. Improve your app. Drive conversions.

Six Thinking Hats

Solve problems by exploring different perspectives with your team before making a decision.

Mental model

Turn structured thinking into decisions you team can act on.

Research & Ideation

Customer problem statement

Step in to your customer's shoes to better understand their problems.

Lean canvas

Grow an idea into a full-fledged plan with this template.

Product positioning

Working on a new product or revising an existing one? Here are some positioning exercises for you and your teammates to brainstorm and fill in.

5 Whys

Find the root cause of a problem by asking "why" questions.

User Persona

Create user personas based on the target audience for your product.

SWOT analysis

Plan your strategy by assessing the strengths, weaknesses, opportunities, and threats of your business, project, or organization.

Root cause analysis

Quickly identify the underlying causes of issues or problems and prevent them from happening again.

Vision board

Bring your goals and dreams to life with a vision board of images and words to keep you inspired and focused.

Design critique

Quickly get constructive feedback on your design to make improvements.

Look-mock-analyze

Easily build your website or mobile app by simplifying the design research process and analyzing potential designs in one place.

Triple diamond process

Team up to tackle complex problems with creative and impactful solutions aligned with your business strategy.

Business Model Canvas

A visual framework that outlines how a business creates, delivers, and captures value.

Value proposition canvas

Align what you offer with what your customers truly care about.

Concept mapping

Concepts aren’t isolated—they’re linked by logic.

Software development concept map

Bring structure to your development workflow so every phase is clear, connected, and ready for action.

Marketing strategy concept map

Plan smarter campaigns by visualizing how every part of your marketing strategy connects.

Academia concept map

Map your study journey. Master your exams. From “Where do I start?” to “I’ve got this,” start mapping your way to success.

Nursing concept map

Turn scattered patient information into clear clinical thinking—visually.

Project Planning

Marketing release checklist

Got an upcoming release? Here's an easier way to plan and execute your marketing goals so that you get everything covered.

New teammate project milestones

Help new teammates understand everything about your team's projects, the stuff they need to work on, and the expectations you've set for them.

Team priority: Now, Next, Later

Working on your next team project? Quickly list down tasks and details, sort the most-important things to do, and keep track of progress.

Impact effort matrix

An impact effort matrix is a tool used in project management to help prioritize tasks based on their level of impact and effort required.

Eisenhower matrix

The Eisenhower matrix, or the urgent-important matrix, is a productivity tool used to prioritize tasks based on urgency and importance.

Project planning

Team up to plan your project together and keep everything on track.

Meetings

Weekly team planner

Plan your week with your teammates using this template.

Sales call follow up

A quick way to share insights after a sales call and discuss them with your team.

Daily standup

Create to-do lists and ask teammates for help during the course of your work day.

New teammate onboarding

Onboard new team members with this fun template.

Team culture guide

A handy guide for new members to learn more about their team's culture and the values behind product/project building.

1-on-1 feedback

Help a mentor or teammate get an idea of what you're going to discuss with them in your 1-on-1 feedback sessions.

OKR planning

Easily plan your organization's goals and track key results.

Book club meeting

Dive into a world of stories and ideas with your fellow book lovers!

Project kickoff

Easily organize and brief projects with your clients.

Bull's eye diagram

Help your team stay focused and organized on priority tasks to achieve your organization's objectives.

Huddle board

Run focused team huddles and keep everyone aligned on goals, updates, and next steps.

Icebreakers and watercolors

Guess the doodle

Just want to chill with the team for a while? This visual game will help you and your team relax and bond with each other.

Team bookshelf

Build your team library with book recommendations from everyone.

Team recipe board

A fun team activity to share favorite recipes with each other.

Team coffee discussion

Bond with your team over coffee—or any other drink—and fun discussions.

Never have I ever

"Never have I ever" is a popular game designed to reveal interesting and embarrassing secrets about its players. Its a great icebreaker and often opens up fun, entertaining conversations.