Best Practice Business Tools & Templates for Teams

Use the Kanban Board to increase your team’s overall effectiveness and enhance collaboration. Keep track of activities and action plans for your team as a whole and for individual team members. Use a simple activity template to define specific actions, owners, status, priority, and more. Include documents and notes for ever activity and define tasks and assign owners to create role clarity, accountability, and focus for your team. Search across activities for specific action items, and export actions into spreadsheets. Save time while increasing the productivity and effectiveness of your remote team.

The Team Meeting & Agenda Manager provides a simple way to create agendas, capture action items, and track actions for every individual from one meeting to the next. Create an unlimited number of meeting records, upload and archive files for each meeting, search across meetings for specific action items, and export actions into spreadsheets. The Team Meeting Manager will save you time planning and summarizing your meetings while increasing the productivity and effectiveness of your team.

Run a complete team brainstorm process. Generate ideas on any topic, from new products to marketing strategies to business processes. The Brainstorming Process app goes far beyond simply listing ideas. It Includes best practices for managing the brainstorm process including developing problem statements, defining ground rules, setting selection criteria, prioritizing ideas, and much more.

Getting clear on roles and responsibilities is critical for any team and organization. The RACI Manager provides a simple, scalable way to create RACIs for teams and business functions that clarify who is Responsible, Accountable, Consulted, and Informed for specific business processes and process steps. Customize the groups that will be part of the RACI. Define the processes you want to map and the steps within them for each RACI element. Run reports that dynamically create RACI charts and tables by process, COE, or function. Search and find processes and steps anytime and track status to ensure they are being implemented successfully using your defined RACIs.