When talking about Agile project management, most of us understand it as an iterative approach to delivering your goals. Initially brought in as an alternative to executing projects phase by phase, Agile has proven its worth and advantages as a more lenient and adaptive concept.
Today, there are different frameworks to adopt Agile, and as such teams can use a variety of Agile templates for their processes.
In this post, you will find some of the most popular Agile templates to help guide your processes and team. Keep in mind though, that these templates are merely suggestions on how your workflow could be set up. Do not be afraid to adopt and change them according to your needs. We have also included links to our interactive example boards for you to get a better understanding of the templates.
1. Agile product roadmap template
Setting up the product roadmap is an important piece of the Agile project planning process. It allows us to gather all ideas in one place, review them, and then make decisions on which of them should move forward and when.
While Agile promotes iterative planning, having a product roadmap based on larger periods (for example quarters) gives the team a prioritized list of items to focus on. This is especially useful for iteration planning as the team can come into the product roadmap and select the next items to work on based on the priorities there.
This is exactly what you will find in the first Agile template – a prioritized Kanban board used to hold, prioritize, analyze, and commit items once they are ready to be passed on to the team. In this case, different swimlanes represent quarters of the year. At the same time, columns are used to visualize the status of each item. Once the items are ready to be worked on, they are moved from this board to the one the team is carrying out their iterations.
2. Agile project prioritization template
If you work on at least a few projects, the new ideas and possibilities of what should be done next can become overwhelming. In such cases, the Agile project prioritization template can help you separate the most important initiatives based on the criteria you value. This allows you to place focus where it can yield the best results, instead of going with the newest, most shiny proposition.
This Agile template uses different rows to separate larger strategic initiatives, from smaller undertakings. This way, you can separate them more effectively and choose how many from each category can be taken on. Each initiative is then evaluated with the ICE methodology criteria. Using predefined values, you can quickly understand which of them is the most effective.
Lastly, you can define the timeline and budget for each of the items, thus finalizing your priority list.
3. Agile project charter template
Project charter is a term that usually comes from more traditional project management approaches. However, it can just as easily be used in the Agile environments. Essentially, this is a document that contains various information about a possible project or initiative before it begins. It is used to present the idea and get approval from the project stakeholders to take it on.
In most cases, the project charter includes the main reasons why the project should be done, what are its objectives, scope, and required resources.
Below, you will find a few variations for the Agile template of the project charter. You can see which format and presentation is closest to your internal communication and adjust it further as required.
4. Agile project plan template
For those working in larger organizations or teams, project planning is crucial to ensure staying on schedule. It allows teams to visualize their work on a timeline, define dependencies, and then get a clear view of the timeframe required for the project.
While most Agile teams visualize their work on Agile boards, the option of switching to a Gantt view allows them to see how their items look on a timeline and then report progress more easily to their clients.
In this Agile template, you will find a hybrid project management approach. The Kanban view is used to track daily tasks, and the Gantt view, like in the image above is utilized for planning. Allowing you to visualize dependencies between items, identify milestones, and see what schedule the team is working within.
5. Agile user story template
User stories are a key part of the Agile approach, especially for those working within Scrum. They are used to capture the requests of the user or client and then prioritized and implemented by the team.
The standard structure for a user story Agile template goes as follows:
As a … , I want to … , so that … .
In such a format, we can capture both the requirement of the user, its main goal and objective. User stories can then be broken down into more specific tasks, have additional information, assignee, schedule, etc. In most cases, user story templates are saved as item templates and then used in your Agile project management solution.
6. Agile retrospective template
Retrospectives are an important part of Agile, helping to look back and reflect on the process of things. It is usually done either after every iteration or once every few months. The frequency usually depends on the project scope and the size of the team.
An Agile template for retrospectives allows the team to work in a familiar format and easily review the results of previous discussions. As you can see in the example above, statuses are used to separate different insights about the process, while swimlanes separate one discussion from another.
Arguably the most important section in this template is the ‘Actions to take’ status. That determines what the team will try and fix before the next retrospective happens. Keep this to 2-3 initiatives and try to pick the ones you will know have the biggest impact.
7. Agile standup meeting template
One of the most important rituals in Agile approaches is the daily standup. A quick catch-up session with the team to share what has been done, and what issues may have arisen during the previous day. This is especially useful for teams that work remotely and thus have a chance to review progress together.
For this meeting, most Agile teams will use their Agile board. In the example above, you can see a marketing sprint board that reflects the current and upcoming sprints, as well as the progress of separate items. This way, the team can quickly overview what is happening with each item, discuss progress, and then identify whether any other actions should be taken to help move any item along.
8. Agile support team board template
The next Agile template on this list is dedicated specifically to support teams. Having an effective system that allows us to track and solve support tickets is crucial for good customer service. This is why it is also important to include such a template for Agile teams.
In this template, you will find a Kanban board structured to make the most sense for a support team. Swimlanes are used to determine the urgency or service level of each issue. While statuses showcase how far along in the process it is. This gives the team a visual overview of the overall status as well as an easy prioritization approach. Allowing us to quickly identify which issues need to be addressed first.
9. Agile Kanban board template
Let’s finish this list of the best Agile templates with one of the most popular Agile tools – the Kanban board. Due to its high visualization and application capabilities, Kanban boards have been one of the Agile favorites for the last couple of years. They are used by both – those who do apply Agile and those who simply want a tool to visualize their process.
The setup of this board is quite simple – swimlanes are used to categorize the items, while statuses represent their progress. Depending on your team’s setup and goals, different variations or even multiple Kanban boards can be used. Making this a great tool for daily task management and tracking.
Agile templates summary
There you have it, 9 of the best Agile templates to ease your processes and make the team more effective. Looking for more on Agile? Check out our Agile resources library.
Ready to experiment with these tempaltes? Explore the best Agile collaboration tools.
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