Aha! Create | Templates

A blank slate has endless possibilities but a tried-and-true template can be a blueprint for productivity. Templates in Aha! Create empower you to start your next collaborative session with structure and inspiration. Your Aha! account includes a growing library of purpose-built templates for whiteboards that you can use for ideation, planning, prioritization, sprint retrospectives, and more. In addition to the template library included in your account, the Aha! Roadmaps product management guide offers whiteboard and note templates that you can access directly by link — so you can hit the ground running and follow the guide as you go.

Click any of the following links to skip ahead:

Built-in template library

Add a template from Aha! Create

While editing a whiteboard, select the Template icon on your toolbar. From here, you can use the search bar at the top to find a specific template or browse templates by category on the left. Click a template to see its description. Click Use template to add the template to your whiteboard.

Note: Only whiteboard templates are available in the Aha! Create template library at this time.

Since a whiteboard provides infinite space, you can add multiple templates to a single whiteboard. We recommend adding frames to your whiteboard and then adding the templates within those frames.

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10Ps marketing matrix

Define the essential elements of your go-to-market strategy.

Useful for: ✓ Strategy

How to use the 10Ps marketing matrix template:

  • Capture the fundamentals

  • Build out the matrix

  • Assemble your team

  • Plan and share

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2x2 prioritization matrix

Identify the most valuable projects to work on next with a 2x2 prioritization matrix.

Useful for: ✓ Research ✓ Strategy ✓ Planning

How to use the 2x2 prioritization matrix:

  • Create sticky notes to represent each upcoming project

  • Place sticky notes in the appropriate matrix section

  • Share findings with your team

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Brainstorming session

Quickly capture ideas, group them into themes, and identify solutions to any problem.

Useful for: ✓ Ideation ✓ Meetings

How to use the brainstorming session template:

  • Define the problem

  • Create sticky notes for each idea

  • Assign a color to each person

  • Organize your ideas into themes

  • Create sticky notes for solutions

  • Use 👍 to vote on the best ideas

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Business model

Align on how your company creates value by answering fundamental questions.

Useful for: ✓ Strategy

How to use this template:

  • Research the market

  • Build out components

  • Customize your template

  • Get to work

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Customer journey map

Collaborate with your team to identify improvements across the customer journey.

Useful for: ✓ Research

How to use the customer journey map:

  • Discuss each step of the customer journey row by row

  • Complete Actions for all steps before moving on to Touchpoints

  • Use sticky notes to capture data in each section

  • Identify solutions that will improve each step

  • Use 👍 to vote on the best ideas and solutions

  • Share findings with your team

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Kanban

Track tasks by status to stay on top of work in progress.

Useful for: ✓ Planning

How to use the kanban template:

  • Visualize your workflow

  • Limit WIP

  • Visualize roadblocks

  • Share with your team

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Lean canvas

Take a problem-focused approach to making an actionable business plan.

Useful for: ✓ Strategy

How to use this template:

  • Solve the problem

  • Position your product

  • Optimize workflows

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Mind map

Diagram each component of your customer experiences.

Useful for: ✓ Brainstorming

How to use the mind map:

  • Choose a central topic for your mind map to focus on

  • Break out related thoughts by adding branches

  • Click on one thought and select the blue dot to connect it to a new thought

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Porter's 5 forces

Analyze the market and competitive landscape as you plan for the future of the business.

Useful for: ✓ Strategy

How to use this template:

  • Conduct market research

  • Evaluate the competition

  • Apply your learnings

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Product roadmap

Communicate your product vision and put product plans into action.

Useful for: ✓ Planning ✓ Strategy

How to use the product roadmap:

  • Identify strategic initiatives

  • Identify key epics

  • Identify core features

  • Set a timeline

Use the Aha! Roadmaps roadmapping guide for inspiration.

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Pros and cons list

Be confident in your choices by weighing the positives and negatives.

Useful for: ✓ Research

How to use the pros and cons table:

  • Outline each choice with a name and brief description

  • List pros and cons on individual sticky notes

  • Summarize and share your recommendation

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SAFe PI board

Align on team goals, foster collaboration, and boost productivity. Facilitate your PI planning meeting and coordinate the delivery of your upcoming increment.

Useful for: ✓ Planning

How to use the SAFe PI board template:

  • Prepare for PI planning

  • Share your PI board

  • Create a high-level plan

  • Finalize the details

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SAFe PI planning

Use these four program increment (PI) planning templates to coordinate delivery across multiple agile teams.

Useful for: ✓ Planning

How to use this template:

  • Plan your program increment

  • Organize sprints by team

  • Assess program risks

  • Conduct a planning retrospective

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SAFe PI retrospective

Reflect on your PI planning session and take actionable steps to improve.

Useful for: ✓ Planning

How to use the SAFe PI retrospective template:

  • Share the whiteboard

  • Reflect on proceedings

  • Apply your learnings

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SAFe ROAM board

Categorize the risks in your SAFe program by resolved, owned, accepted, and mitigated work items.

Useful for: ✓ Planning

How to use the SAFe ROAM board template:

  • Identify the risks

  • Categorize and prioritize

  • Mitigate and update

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SAFe team sprint planning

Help each team in the agile release train create a sprint plan so they can effectively deliver the PI on time.

Useful for: ✓ Planning

How to use the SAFe team sprint planning template:

  • Outline the work

  • Create a sprint plan

  • Commit and regroup

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Segment profile

Define each group of customers, the market value of serving them, and a plan for your approach.

Useful for: ✓ Strategy

How to use the Segment profile template:

  • Define the segment

  • Research the potential

  • Outline your approach

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Sprint retrospective

Reflect on completed work as a team and identify ways to improve.

Useful for: ✓ Meetings

How to use the sprint retrospective template:

  • Reflect on the previous sprint

  • Assign a color to each person

  • Use sticky notes to share input

  • Use 👍 to vote on others' notes

  • Discuss as a team

  • Identify and assign action items

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Sticky note pack

Jot your ideas down on sticky notes.

Useful for: ✓ Ideation ✓ Design

How to use the sticky note pack:

  • Add your thoughts to a sticky note

  • Place the sticky note anywhere you need to point out relevant details

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SWOT analysis

Identify what you do well, what you can improve, and how you compare.

Useful for: ✓ Research

How to use the SWOT analysis:

  • Identify your strengths, weaknesses, opportunities, and threats

  • Use 👍 to vote on the most important items

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User story map

Virtually map out a user journey, and break it into prioritized user stories.

Useful for: ✓ Ideation ✓ Planning

How to use the user story map:

  • Frame the problem

  • Understand the product's users

  • Map activities and user stories

  • Flow and prioritize

  • Plan sprints and releases

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Product management guide templates

Add a product management guide template

The Aha! product management guide offers a range of resources and insights to help you explore the role and responsibilities of a product manager. Find both whiteboard and note templates in the guide that you can access with just a click. Then use the product management guide for direction and inspiration while filling out your template.

The templates included in this section are note templates. Note templates cannot be added from within Aha! Create at this time — but you can still add a template from the Aha! guide or from the links provided in this article. Click a template's link to open it. If you are logged in to Aha! Create the template will open immediately in a new document. If you are not logged in, you will be directed to the login page before the template opens.

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Feature requirement template

Outline what you are building and why. Keep your team united on the plan by updating the feature requirement template throughout the product development process.

Start using the feature requirement template now

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Job interview template

Prepare for your product management interview with a list of potential questions. The job interview template includes some of the most common questions that product managers are asked during interviews.

Start using the job interview template now

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PRD template

Communicate what you are building, who it is for, and how it will deliver value to end users and to the business. The product requirements document (PRD) template makes it easy to capture requirements in a shareable note right away.

Note: The PRD template is a note template. Note templates cannot be added from within Aha! Create at this time — but you can still add the template from the Aha! guide or click this link to add the PRD template now.

Start using the PRD template now

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User story template

Provide context to your development team on what the end user needs from your new functionality. This user story template will help you write user stories and acceptance criteria and organize them in one easy-to-read view.

Start using the user story template now

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