Healthcare Service Journey Transformation Template
A behavioral-based service journey transformation template specifically designed for healthcare that uses the PPP (People / Product / Process) framework.
This template is flexible enough to be used as a general PPP-based service journey template to analyze gaps and identify capabilities needed to close those gaps.
Includes a place for service gap analysis.
This template was created by Chaz Mee.
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Team Charter Template
Works best for:
Meetings, Workshops, Team Meetings
A team charter is a document that outlines your team’s purpose and objectives, as well as steps you will take to reach your goals. The team charter illustrates the focus and direction for all team members. When created collaboratively, the team charter is a great way for individuals to feel even more connected to one another within the group. A team charter template is useful when you’re first establishing a new team, adding new members to an existing team, or when you need to better align regardless of your team’s tenure.
SAFe Program Board
Works best for:
Agile Methodology, Diagrams, Agile Workflows
Many organizations use the Agile model, but even companies that don’t rigorously adhere to all Agile standards have adopted Agile tools and methods like Program Increment (PI) Planning. Even if you’re not participating in a formal PI session, a program board can be a great way to establish communication across teams and stakeholders, align development objectives with business goals, clarify dependencies, and foster cross-functional collaboration. The board provides much-needed structure to planning sessions, yet is adaptable enough to accommodate brainstorming and alignment meetings.
PI Planning Template
Works best for:
Agile Methodology, Strategic Planning, Software Development
PI planning stands for “program increment planning.” Part of a Scaled Agile Framework (SAFe), PI Planning helps teams strategize toward a shared vision. In a typical PI planning session, teams get together to review a program backlog, align cross-functionally, and decide on the next steps. Many teams carry out a PI planning event every 8 to 12 weeks, but you can customize your planning schedule to fit your needs. Use PI planning to break down features, identify risks, find dependencies, and decide which stories you’re going to develop.
Retrospective
Works best for:
Retrospective, Agile Methodology, Meetings
The Retrospective template offers a versatile and adaptable framework for teams to reflect on their performance and processes. It provides elements for sharing feedback, identifying lessons learned, and brainstorming improvements. This template enables teams to foster open communication, identify opportunities for growth, and enhance collaboration. By promoting reflection and transparency, the Retrospective empowers teams to continuously learn and evolve, driving greater efficiency and effectiveness in their work.
Production Workflow Template
Works best for:
Agile Workflows, Agile Methodology, Project Management
Whether you’re producing a podcast, a marketing campaign, a TV show, or a piece of content, establishing a production workflow is crucial. A production workflow creates a visual guide to the different steps in a process. It can be used to train new team members or give a high-level overview to stakeholders. Although production workflows vary by team and business, they generally contain information about who the stakeholders are, how you brainstorm ideas, what your timeline looks like, and what resources you need to succeed.
User Story Map Template
Works best for:
Marketing, Desk Research, Mapping
Popularized by Jeff Patton in 2005, the user story mapping technique is an agile way to manage product backlogs. Whether you’re working alone or with a product team, you can leverage user story mapping to plan product releases. User story maps help teams stay focused on the business value and release features that customers care about. The framework helps to get a shared understanding for the cross-functional team of what needs to be done to satisfy customers' needs.