Elevate Your Business Efficiency
Discover the ultimate business management templates designed to boost productivity and streamline your workflow. From project management to strategic planning, unleash your business’s full potential today!
Welcome to our comprehensive library of business management templates, meticulously designed to elevate your organizational prowess and supercharge your company’s productivity. Inside you will find ready-to-use templates for a large number of organizational functions like legal, HR, marketing, operations and more.
We understand that a well-organized workflow is essential for success in today’s fast-paced market, and that’s why we’re thrilled to offer you a range of highly effective business management templates tailored to meet your organizational needs.
Whether you’re a budding startup or a seasoned industry leader, our business management templates cover every aspect of your journey – from seamless project management and efficient task tracking to strategic planning and insightful performance analysis. Embrace efficiency, bid farewell to chaos, and pave the way for greatness with our business management templates. Unlock your business’s full potential and explore our extensive library now!
Business Management Templates by Function
HR – Employee Onboarding
As the name suggests, the Employee Onboarding Template is a simple template for both employees and employers to coordinate their work during onboarding and welcoming new employees.
HR – Hiring Process
We mapped out the hiring process to include 5 phases (Screen, Interview, Verify, Offer, Hire) and each phase has specific steps (sub columns). The goal is to map out the ideal process and confirm the right order of the key steps within that process. For example, we believe that the most expensive part of this process is the interview phase, we will do everything possible to only schedule interviews once the candidates have truly demonstrated that they are a good fit for the position. This can be achieved within the first columns of this board within the Screen phase.
HR – New Hire Preparation
A New Hire Preparation Template is a business management board template for employers, team leads, HR, or anyone who has to prepare for a new hire coming into the office. We know there are many things that have to be prepared before a new hire is coming, from the tech to the welcome emails. That’s why we created this board, to make your job welcoming the new hire easier.
IT – Bug Tracking
The Bug Tracking template is a simple template that can help you manage and monitor bugs that you find in your software. Designed for a team, this template is easy to use, but robust enough to include all of the phases in a bug lifecycle.
IT – Software Development
We think it’s only fair to share this board that has helped our team be more effective and efficient while developing Kanban Zone. Just like all our templates, based on your plan, you can use this template immediately for your team.
Legal – Basic Litigation Kanban
Kanban Zone provides templates for legal practitioners to kickstart their Legal Kanban journey. We have two basic workflow templates: one for litigation and one for transactional workflows. You can customize each template to suit your preferences and specific steps your team does. When creating your Legal Kanban board, think of your board columns like they are stations on a factory floor. The goal is for work to flow through the factory as smoothly as possible while minimizing unnecessary delay. Your Legal Kanban board will give you an overall view of where things are in your factory.
Legal – Basic Transactional Kanban
Kanban Zone provides business management templates for legal practitioners to kickstart their Legal Kanban journey. We have two basic workflow templates: one for litigation and one for transactional workflows. You can customize each template to suit your preferences and specific steps your team does. When creating your Legal Kanban board, think of your board columns like they are stations on a factory floor. The goal is for work to flow through the factory as smoothly as possible while minimizing unnecessary delay. Your Legal Kanban board will give you an overall view of where things are in your factory.
Marketing – Agency
Use the template for Kanban Marketing Agencies shown above to structure all of the client work in your Kanban marketing agency on one board. With this board set up, you can plan and manage all of your ongoing work as well as house additional resources you need to get your client projects Done.
Marketing – Blogging
This blogging board template also has concrete steps to guide your writing process with reminders embedded in them. This ensures you have all you need to create a winning blog post even before you hit the publish button.
Marketing – Internal Team
Use the template for Kanban Marketing Agencies shown above to structure all of the client work in your Kanban marketing agency on one board. With this board set up, you can plan and manage all of your ongoing work as well as house additional resources you need to get your client projects Done.
Marketing – Video Production
It’s a template that we’ve developed for you, to help you produce videos consistently. Designed for a team, this template is the perfect way to collaborate together on a visualization tool, making sure everyone can see every work that’s being done on the board.
Operations – Creative Process
This board is based on the 4 stages of the creative process as articulated by Graham Wallas, a renowned English psychologist and co-founder of the London School of Economics. In his book, The Art of Thought, Wallas describes that creativity happens in 4 stages – Preparation, Incubation, Illumination, and Verification. The process is a combination of both conscious and sub-conscious events, by which ideas come to life. These 4 stages are adopted as the columns for our Creative Process board.
Operations – Crisis Management
This business management template is based on the five Crisis Management Phases of Prevention, Response, Resumption, Recovery, and Restoration (PR4). The idea is that for each type of crisis, there can be a combination of actions and strategies that target to prevent the worsening impact of the crisis, respond to the immediate concerns of the crisis, resume critical operations, recover less critical operations, and fully restore operations.
Operations – Problem Solving
For this board template we use the simple 5-step process: Define, Analyze, Contain, Solve, Confirm. Each card represents a problem that must flow through each step (column) and obviously, none of the steps can be skipped. The key is to respect the flow of the board, and by having a clearly defined process and visualizing it on a Kanban board, problems will get solved correctly the first time.
Operations – Request for Proposals
An RFP Preparation Template is a template that you can use to prepare an RFP (Request for Proposal) in search of the best vendor available on the market. This board template will allow you to follow a simple RFP process, ensuring you don’t forget any important part of an RFP. Having a Kanban board for your RFP also means you can visualize your process for every key stakeholder.
Operations – Vendor Selection
A Vendor Selection Template is a simple business management template that guides you through the complicated steps of selecting a vendor. Using the explicit agreements in each column, this template will give you pointers on the process, from planning to contract closure.
Product – Working Backwards
Working Backwards itself is already a powerful method. Imagine Working Backwards combined with the power of a Kanban board to visualize the process. You get to drag and drop tasks in columns, while focusing on your process. There are several steps in Working Backwards: Start, Evaluate, Discover, Build, and Create. On this board, you will be guided through the steps needed to follow this approach. There is an explicit agreement in each column, explaining what you have to do in each stage.
Sales – Lead Tracking
Start tracking your leads and improve your sales process. With this Kanban board template, you can make sure that all your leads follow the same explicit path to success. See all your leads in a single view that ensures that every lead proceeds by following the ideal steps of your internal sales process.
Team – Community of Practice
Each team can have their own Kanban board with their specific way of flowing their work. The cards from the Team boards are children of the parent cards on the Discovery board, but just like all cards in Kanban Zone, you can also identify your dependencies between cards by using the predecessor/successor relationship. These dependencies can be associated to cards on the same board, or other boards to create more connected boards.
Need a Template? If you can’t find the right template for your needs, just contact us and we will gladly add a board template to Kanban Zone that suits your needs.
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