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 ā 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.
10Ps marketing matrix
Define the essential elements of your go-to-market strategy.
Useful for: ā Strategy
How to use the 10Ps marketing matrix template:
Capture the fundamentals
Build out the matrix
Assemble your team
Plan and share
2x2 prioritization matrix
Identify the most valuable projects to work on next with a 2x2 prioritization matrix.
Useful for: ā Research ā Strategy ā 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
Brainstorming session
Quickly capture ideas, group them into themes, and identify solutions to any problem.
Useful for: ā Ideation ā 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 š to vote on the best ideas
Business model
Align on how your company creates value by answering fundamental questions.
Useful for: ā Strategy
How to use this template:
Research the market
Build out components
Customize your template
Get to work
Customer journey map
Collaborate with your team to identify improvements across the customer journey.
Useful for: ā 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 š to vote on the best ideas and solutions
Share findings with your team
Kanban
Track tasks by status to stay on top of work in progress.
Useful for: ā Planning
How to use the kanban template:
Visualize your workflow
Limit WIP
Visualize roadblocks
Share with your team
Lean canvas
Take a problem-focused approach to making an actionable business plan.
Useful for: ā Strategy
How to use this template:
Solve the problem
Position your product
Optimize workflows
Mind map
Diagram each component of your customer experiences.
Useful for: ā 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
Porter's 5 forces
Analyze the market and competitive landscape as you plan for the future of the business.
Useful for: ā Strategy
How to use this template:
Conduct market research
Evaluate the competition
Apply your learnings
Product roadmap
Communicate your product vision and put product plans into action.
Useful for: ā Planning ā 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.
Pros and cons list
Be confident in your choices by weighing the positives and negatives.
Useful for: ā 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
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: ā 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
SAFe PI planning
Use these four program increment (PI) planning templates to coordinate delivery across multiple agile teams.
Useful for: ā Planning
How to use this template:
Plan your program increment
Organize sprints by team
Assess program risks
Conduct a planning retrospective
SAFe PI retrospective
Reflect on your PI planning session and take actionable steps to improve.
Useful for: ā Planning
How to use the SAFe PI retrospective template:
Share the whiteboard
Reflect on proceedings
Apply your learnings
SAFe ROAM board
Categorize the risks in your SAFe program by resolved, owned, accepted, and mitigated work items.
Useful for: ā Planning
How to use the SAFe ROAM board template:
Identify the risks
Categorize and prioritize
Mitigate and update
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: ā Planning
How to use the SAFe team sprint planning template:
Outline the work
Create a sprint plan
Commit and regroup
Segment profile
Define each group of customers, the market value of serving them, and a plan for your approach.
Useful for: ā Strategy
How to use the Segment profile template:
Define the segment
Research the potential
Outline your approach
Sprint retrospective
Reflect on completed work as a team and identify ways to improve.
Useful for: ā 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 š to vote on others' notes
Discuss as a team
Identify and assign action items
Sticky note pack
Jot your ideas down on sticky notes.
Useful for: ā Ideation ā 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
SWOT analysis
Identify what you do well, what you can improve, and how you compare.
Useful for: ā Research
How to use the SWOT analysis:
Identify your strengths, weaknesses, opportunities, and threats
Use š to vote on the most important items
User story map
Virtually map out a user journey, and break it into prioritized user stories.
Useful for: ā Ideation ā 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
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 ā 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.
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
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
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 ā 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
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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