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Training Templates

Workshop Training Templates

Our community has developed workshop-based training templates to provide ways for teams to do agile teamwork for the first time. Get training templates for teamwork, UX, agile, operations, product, and more.

Templates

Operations

Agile and Service Leadership Workshop

This template goes over the basics of Agile operations on teams and can be used for kickoff.

Operations

Agile and Service Leadership Workshop

This template goes over the basics of Agile operations on teams and can be used for kickoff.

Operations

Agile and Service Leadership Workshop

This template goes over the basics of Agile operations on teams and can be used for kickoff.

Operations

Agile Maturity Measurements Workshop

Agile maturity measurements help a self-organized team measure how agile their operations are. These are based on the different facets of the Agile Manifesto and the steps to create self-actualized agile teams.

Operations

Agile Maturity Measurements Workshop

Agile maturity measurements help a self-organized team measure how agile their operations are. These are based on the different facets of the Agile Manifesto and the steps to create self-actualized agile teams.

Operations

Agile Maturity Measurements Workshop

Agile maturity measurements help a self-organized team measure how agile their operations are. These are based on the different facets of the Agile Manifesto and the steps to create self-actualized agile teams.

Operations

Agile Product and Service Development Lifecycle Training Workshop

Products aren’t just made from ideas. They take a lot of coordination, research, decisions, and negotiations to make happen. Teams must go through cycles to organize work and decide how to focus their efforts. There are specific deliverables that are involved in different types of projects across research, design, product, and development functions. This training shows the typical cross-functional deliverables set that exist, and how it translates to project phases in Tech Fleet.

Operations

Agile Product and Service Development Lifecycle Training Workshop

Products aren’t just made from ideas. They take a lot of coordination, research, decisions, and negotiations to make happen. Teams must go through cycles to organize work and decide how to focus their efforts. There are specific deliverables that are involved in different types of projects across research, design, product, and development functions. This training shows the typical cross-functional deliverables set that exist, and how it translates to project phases in Tech Fleet.

Operations

Agile Product and Service Development Lifecycle Training Workshop

Products aren’t just made from ideas. They take a lot of coordination, research, decisions, and negotiations to make happen. Teams must go through cycles to organize work and decide how to focus their efforts. There are specific deliverables that are involved in different types of projects across research, design, product, and development functions. This training shows the typical cross-functional deliverables set that exist, and how it translates to project phases in Tech Fleet.

Operations

Agile Team Workshops

An all-inclusive file with all of the agile coaching and product team workshops in one place

Operations

Agile Team Workshops

An all-inclusive file with all of the agile coaching and product team workshops in one place

Operations

Agile Team Workshops

An all-inclusive file with all of the agile coaching and product team workshops in one place

Operations

Client Intake Kickoff Workshop

The client intake workshop helps new teams onboard to new phases in Tech Fleet projects. Project representatives and the client enter basic details about the project, and thoughts about the work for the upcoming phase.

Operations

Client Intake Kickoff Workshop

The client intake workshop helps new teams onboard to new phases in Tech Fleet projects. Project representatives and the client enter basic details about the project, and thoughts about the work for the upcoming phase.

Operations

Client Intake Kickoff Workshop

The client intake workshop helps new teams onboard to new phases in Tech Fleet projects. Project representatives and the client enter basic details about the project, and thoughts about the work for the upcoming phase.

Product Management

Competitor and Market Research Workshop

Competitive analysis is when you look closely at other businesses or products that are similar to yours to see what they do well, what they don’t, and what makes them popular (or not). Product managers do this to make smarter decisions about what features to build, what problems to solve, and how to make their product stand out. Without it, you could end up building something that already exists or doesn’t offer anything better, which means people won’t choose your product.

Product Management

Competitor and Market Research Workshop

Competitive analysis is when you look closely at other businesses or products that are similar to yours to see what they do well, what they don’t, and what makes them popular (or not). Product managers do this to make smarter decisions about what features to build, what problems to solve, and how to make their product stand out. Without it, you could end up building something that already exists or doesn’t offer anything better, which means people won’t choose your product.

Product Management

Competitor and Market Research Workshop

Competitive analysis is when you look closely at other businesses or products that are similar to yours to see what they do well, what they don’t, and what makes them popular (or not). Product managers do this to make smarter decisions about what features to build, what problems to solve, and how to make their product stand out. Without it, you could end up building something that already exists or doesn’t offer anything better, which means people won’t choose your product.

Operations

Conflict Resolution Training Workshop

Conflict is a natural and even necessary part of doing great work in a cross-functional team. This workshop helps teams anticipate conflict and have a plan for what to do when it comes up.

Operations

Conflict Resolution Training Workshop

Conflict is a natural and even necessary part of doing great work in a cross-functional team. This workshop helps teams anticipate conflict and have a plan for what to do when it comes up.

Operations

Conflict Resolution Training Workshop

Conflict is a natural and even necessary part of doing great work in a cross-functional team. This workshop helps teams anticipate conflict and have a plan for what to do when it comes up.

User Experience

Customer Experience Mapping Workshop

A customer experience map is an essential piece of documenting the current and future customer experience for different audiences. It’s a great communication tool for teams to help others build empathy and understand how things work today for user audiences. This workshop helps teams create customer experience maps. It explains the difference between user journey maps and Customer Experience Maps, which are similar but different deliverables for different purposes. Both work together to help teams communicate the current experience and the future experience.

User Experience

Customer Experience Mapping Workshop

A customer experience map is an essential piece of documenting the current and future customer experience for different audiences. It’s a great communication tool for teams to help others build empathy and understand how things work today for user audiences. This workshop helps teams create customer experience maps. It explains the difference between user journey maps and Customer Experience Maps, which are similar but different deliverables for different purposes. Both work together to help teams communicate the current experience and the future experience.

User Experience

Customer Experience Mapping Workshop

A customer experience map is an essential piece of documenting the current and future customer experience for different audiences. It’s a great communication tool for teams to help others build empathy and understand how things work today for user audiences. This workshop helps teams create customer experience maps. It explains the difference between user journey maps and Customer Experience Maps, which are similar but different deliverables for different purposes. Both work together to help teams communicate the current experience and the future experience.

User Experience

Customer Experience Strategy Workshop

This workshop combines elements of user-centered design to help teams identify their purposeful intentions in UX. It was created by Tech Fleet and is maintained as an open source template for teams in the world. Do this with stakeholders or internally as a whole team!

User Experience

Customer Experience Strategy Workshop

This workshop combines elements of user-centered design to help teams identify their purposeful intentions in UX. It was created by Tech Fleet and is maintained as an open source template for teams in the world. Do this with stakeholders or internally as a whole team!

User Experience

Customer Experience Strategy Workshop

This workshop combines elements of user-centered design to help teams identify their purposeful intentions in UX. It was created by Tech Fleet and is maintained as an open source template for teams in the world. Do this with stakeholders or internally as a whole team!

User Experience

Empathy Maps Workshop

Empathy maps help teams communicate how to build empathy with the current state of user audiences. They are used as tools to help teams understand the mindset and perspective of the audiences they are building for. This not only helps a UX team, but helps any other team seek the perspective of the user. The empathy map helps enable user-centered design in everything that teams do. This workshop helps teams create empathy maps for each of their persona audiences.

User Experience

Empathy Maps Workshop

Empathy maps help teams communicate how to build empathy with the current state of user audiences. They are used as tools to help teams understand the mindset and perspective of the audiences they are building for. This not only helps a UX team, but helps any other team seek the perspective of the user. The empathy map helps enable user-centered design in everything that teams do. This workshop helps teams create empathy maps for each of their persona audiences.

User Experience

Empathy Maps Workshop

Empathy maps help teams communicate how to build empathy with the current state of user audiences. They are used as tools to help teams understand the mindset and perspective of the audiences they are building for. This not only helps a UX team, but helps any other team seek the perspective of the user. The empathy map helps enable user-centered design in everything that teams do. This workshop helps teams create empathy maps for each of their persona audiences.

Product Management

KPI Success Measurements Workshop

It’s not enough to just perform agile product development work. How will a team know they have hit their mark? How will they know they have progressed in solving problems? The answer to this lies in Success measurements. Success measurements (otherwise known as Key Performance Indicators) are measurements that can be can be defined in a lot of ways. They relate to the problems that businesses focus on solving in a given release, and outline the steps for teams to measure their progress when they change and deliver results. This workshop outlines a framework for defining key performance indicators and measurements of success based on business goals and user audience pain points today.

Product Management

KPI Success Measurements Workshop

It’s not enough to just perform agile product development work. How will a team know they have hit their mark? How will they know they have progressed in solving problems? The answer to this lies in Success measurements. Success measurements (otherwise known as Key Performance Indicators) are measurements that can be can be defined in a lot of ways. They relate to the problems that businesses focus on solving in a given release, and outline the steps for teams to measure their progress when they change and deliver results. This workshop outlines a framework for defining key performance indicators and measurements of success based on business goals and user audience pain points today.

Product Management

KPI Success Measurements Workshop

It’s not enough to just perform agile product development work. How will a team know they have hit their mark? How will they know they have progressed in solving problems? The answer to this lies in Success measurements. Success measurements (otherwise known as Key Performance Indicators) are measurements that can be can be defined in a lot of ways. They relate to the problems that businesses focus on solving in a given release, and outline the steps for teams to measure their progress when they change and deliver results. This workshop outlines a framework for defining key performance indicators and measurements of success based on business goals and user audience pain points today.

Operations

Personal Growth Vision, Scope, and Roadmap Workshop

We all go through our own journey of growth and learning throughout our lives. Whether you are newly graduating from an education program or changing careers, we will never stop working on ourselves, our skills, our mindsets, and our growth. This is an individualized workshop for a person to run in order to build and maintain their own “vision” and “roadmap” for their own personal growth as a professional and a human.

Operations

Personal Growth Vision, Scope, and Roadmap Workshop

We all go through our own journey of growth and learning throughout our lives. Whether you are newly graduating from an education program or changing careers, we will never stop working on ourselves, our skills, our mindsets, and our growth. This is an individualized workshop for a person to run in order to build and maintain their own “vision” and “roadmap” for their own personal growth as a professional and a human.

Operations

Personal Growth Vision, Scope, and Roadmap Workshop

We all go through our own journey of growth and learning throughout our lives. Whether you are newly graduating from an education program or changing careers, we will never stop working on ourselves, our skills, our mindsets, and our growth. This is an individualized workshop for a person to run in order to build and maintain their own “vision” and “roadmap” for their own personal growth as a professional and a human.

User Experience

Personas Workshop

An audience persona represents traits about your audience. They help you team build for the needs of your audiences instead of building based on guess work. Personas don’t represent one person, but rather an entire audience, and should be generic to fit traits across all people within an audience. You do not need to know everything about your audience to create a persona! You can create a “proto-persona” full of guesses, and use it as a basis for assumption forming and assumption testing in UX work. The persona needs to be updated over time as you learn more about your audience.

User Experience

Personas Workshop

An audience persona represents traits about your audience. They help you team build for the needs of your audiences instead of building based on guess work. Personas don’t represent one person, but rather an entire audience, and should be generic to fit traits across all people within an audience. You do not need to know everything about your audience to create a persona! You can create a “proto-persona” full of guesses, and use it as a basis for assumption forming and assumption testing in UX work. The persona needs to be updated over time as you learn more about your audience.

User Experience

Personas Workshop

An audience persona represents traits about your audience. They help you team build for the needs of your audiences instead of building based on guess work. Personas don’t represent one person, but rather an entire audience, and should be generic to fit traits across all people within an audience. You do not need to know everything about your audience to create a persona! You can create a “proto-persona” full of guesses, and use it as a basis for assumption forming and assumption testing in UX work. The persona needs to be updated over time as you learn more about your audience.

Operations

Portfolio Case Study Creation Workshop

A template for case studies based on storytelling principles of Agile team work.

Operations

Portfolio Case Study Creation Workshop

A template for case studies based on storytelling principles of Agile team work.

Operations

Portfolio Case Study Creation Workshop

A template for case studies based on storytelling principles of Agile team work.

Product Management

Problem Statements Generation Workshop

Every product team in the world needs to solve the right problems and solve the problems correctly. This training template helps teams develop refined statements that describe scenarios of problems in the current state of the world according to each target audience.

Product Management

Problem Statements Generation Workshop

Every product team in the world needs to solve the right problems and solve the problems correctly. This training template helps teams develop refined statements that describe scenarios of problems in the current state of the world according to each target audience.

Product Management

Problem Statements Generation Workshop

Every product team in the world needs to solve the right problems and solve the problems correctly. This training template helps teams develop refined statements that describe scenarios of problems in the current state of the world according to each target audience.

Product Management

Product Release Vision, Scope, and Roadmap Workshop

Products aren’t just made from ideas. They take a lot of coordination, research, decisions, and negotiations to make happen. Teams in the world who focus on their audience’s problems can transform their teamwork into a larger long-term map of success. Teams must maintain and update the deliverables that showcase the long-term outcomes over time as they learn new insights in research. This workshop helps a team to outline how to take a team’s current understanding of the problems in their audience’s current state, identify the goals, and create the maps for long-term release outcomes that they need to follow while performing UX, product, or development work.

Product Management

Product Release Vision, Scope, and Roadmap Workshop

Products aren’t just made from ideas. They take a lot of coordination, research, decisions, and negotiations to make happen. Teams in the world who focus on their audience’s problems can transform their teamwork into a larger long-term map of success. Teams must maintain and update the deliverables that showcase the long-term outcomes over time as they learn new insights in research. This workshop helps a team to outline how to take a team’s current understanding of the problems in their audience’s current state, identify the goals, and create the maps for long-term release outcomes that they need to follow while performing UX, product, or development work.

Product Management

Product Release Vision, Scope, and Roadmap Workshop

Products aren’t just made from ideas. They take a lot of coordination, research, decisions, and negotiations to make happen. Teams in the world who focus on their audience’s problems can transform their teamwork into a larger long-term map of success. Teams must maintain and update the deliverables that showcase the long-term outcomes over time as they learn new insights in research. This workshop helps a team to outline how to take a team’s current understanding of the problems in their audience’s current state, identify the goals, and create the maps for long-term release outcomes that they need to follow while performing UX, product, or development work.

Operations

Project Phase Retrospective Workshop

A PROJECT PHASE retrospective is an important reflection after project phases are over. The full team, all apprentices and co-leads, get together after the project and hold a safe space to reflect on their work together. They celebrate what went well and discuss what they want to improve whenever they are on future projects.

Operations

Project Phase Retrospective Workshop

A PROJECT PHASE retrospective is an important reflection after project phases are over. The full team, all apprentices and co-leads, get together after the project and hold a safe space to reflect on their work together. They celebrate what went well and discuss what they want to improve whenever they are on future projects.

Operations

Project Phase Retrospective Workshop

A PROJECT PHASE retrospective is an important reflection after project phases are over. The full team, all apprentices and co-leads, get together after the project and hold a safe space to reflect on their work together. They celebrate what went well and discuss what they want to improve whenever they are on future projects.

Operations

Project Plan Workshop

A Project Plan outlines each week of work that all team roles are doing, or planning on doing. A sprint team shouldn’t plan everything up front, but rather guess at what’s coming in the later weeks and adjust every week. Every cross-functional Agile team gets together to decide how they deliver value every sprint. This workshop enables teams to break down their cross-functional work based on the shared outcomes that the project needs to achieve. The team takes the goals and deliverables for a project and determines the 11 week plan based on different functions on the team to make the project a success. In the industry, this deliverable is called a Sprint Plan. In this workshop we call it a Project Plan. It’s maintained every sprint and teams typically plan 2 to 3 sprints ahead so that they can forecast and plan ahead.

Operations

Project Plan Workshop

A Project Plan outlines each week of work that all team roles are doing, or planning on doing. A sprint team shouldn’t plan everything up front, but rather guess at what’s coming in the later weeks and adjust every week. Every cross-functional Agile team gets together to decide how they deliver value every sprint. This workshop enables teams to break down their cross-functional work based on the shared outcomes that the project needs to achieve. The team takes the goals and deliverables for a project and determines the 11 week plan based on different functions on the team to make the project a success. In the industry, this deliverable is called a Sprint Plan. In this workshop we call it a Project Plan. It’s maintained every sprint and teams typically plan 2 to 3 sprints ahead so that they can forecast and plan ahead.

Operations

Project Plan Workshop

A Project Plan outlines each week of work that all team roles are doing, or planning on doing. A sprint team shouldn’t plan everything up front, but rather guess at what’s coming in the later weeks and adjust every week. Every cross-functional Agile team gets together to decide how they deliver value every sprint. This workshop enables teams to break down their cross-functional work based on the shared outcomes that the project needs to achieve. The team takes the goals and deliverables for a project and determines the 11 week plan based on different functions on the team to make the project a success. In the industry, this deliverable is called a Sprint Plan. In this workshop we call it a Project Plan. It’s maintained every sprint and teams typically plan 2 to 3 sprints ahead so that they can forecast and plan ahead.

Operations

RACI Chart Creation Workshop

RACI charts are a key Agile team deliverable that breaks down activities and team functions. It shows who’s responsible, who’s accountable, who’s consulted, and who’s informed across the team. Agile teams use this to build shared knowledge and align in their understanding about how they should be working together. Teams create their own RACI charts every sprint. This document shows a template of typical responsibilities based on industry standards.

Operations

RACI Chart Creation Workshop

RACI charts are a key Agile team deliverable that breaks down activities and team functions. It shows who’s responsible, who’s accountable, who’s consulted, and who’s informed across the team. Agile teams use this to build shared knowledge and align in their understanding about how they should be working together. Teams create their own RACI charts every sprint. This document shows a template of typical responsibilities based on industry standards.

Operations

RACI Chart Creation Workshop

RACI charts are a key Agile team deliverable that breaks down activities and team functions. It shows who’s responsible, who’s accountable, who’s consulted, and who’s informed across the team. Agile teams use this to build shared knowledge and align in their understanding about how they should be working together. Teams create their own RACI charts every sprint. This document shows a template of typical responsibilities based on industry standards.

User Experience

Research Analysis Workshop

UX is a scientific field! We UX’ers follow the Scientific Method in our work. We pose hypotheses and build tests to test the hypothesis. They are either true or false. Sometimes, the results are undetermined. In the context of Agile UX, UX’ers finish one single round of research in a short period of time known as “an iteration”. This could be one week, or two weeks, based on the Agile Method you are following. This training framework provides a way to follow a repeated cycle of mapping questions and hypotheses to assumptions and points of measurement for the purposes of building a research test. In this workshop, results from research are analyzed based on assumptions.

User Experience

Research Analysis Workshop

UX is a scientific field! We UX’ers follow the Scientific Method in our work. We pose hypotheses and build tests to test the hypothesis. They are either true or false. Sometimes, the results are undetermined. In the context of Agile UX, UX’ers finish one single round of research in a short period of time known as “an iteration”. This could be one week, or two weeks, based on the Agile Method you are following. This training framework provides a way to follow a repeated cycle of mapping questions and hypotheses to assumptions and points of measurement for the purposes of building a research test. In this workshop, results from research are analyzed based on assumptions.

User Experience

Research Analysis Workshop

UX is a scientific field! We UX’ers follow the Scientific Method in our work. We pose hypotheses and build tests to test the hypothesis. They are either true or false. Sometimes, the results are undetermined. In the context of Agile UX, UX’ers finish one single round of research in a short period of time known as “an iteration”. This could be one week, or two weeks, based on the Agile Method you are following. This training framework provides a way to follow a repeated cycle of mapping questions and hypotheses to assumptions and points of measurement for the purposes of building a research test. In this workshop, results from research are analyzed based on assumptions.

User Experience

Research Plan Creation Workshop

UX is a scientific field! We UX’ers follow the Scientific Method in our work. We pose hypotheses and build tests to test the hypothesis. They are either true or false. Sometimes, the results are undetermined. In the context of Agile UX, UX’ers finish one single round of research in a short period of time known as “an iteration”. This could be one week, or two weeks, based on the Agile Method you are following. This training framework provides a way to follow a repeated cycle of mapping questions and hypotheses to assumptions and points of measurement for the purposes of building a research test. In this workshop, results from research are analyzed based on assumptions.

User Experience

Research Plan Creation Workshop

UX is a scientific field! We UX’ers follow the Scientific Method in our work. We pose hypotheses and build tests to test the hypothesis. They are either true or false. Sometimes, the results are undetermined. In the context of Agile UX, UX’ers finish one single round of research in a short period of time known as “an iteration”. This could be one week, or two weeks, based on the Agile Method you are following. This training framework provides a way to follow a repeated cycle of mapping questions and hypotheses to assumptions and points of measurement for the purposes of building a research test. In this workshop, results from research are analyzed based on assumptions.

User Experience

Research Plan Creation Workshop

UX is a scientific field! We UX’ers follow the Scientific Method in our work. We pose hypotheses and build tests to test the hypothesis. They are either true or false. Sometimes, the results are undetermined. In the context of Agile UX, UX’ers finish one single round of research in a short period of time known as “an iteration”. This could be one week, or two weeks, based on the Agile Method you are following. This training framework provides a way to follow a repeated cycle of mapping questions and hypotheses to assumptions and points of measurement for the purposes of building a research test. In this workshop, results from research are analyzed based on assumptions.

Operations

Sprint Demo Presentation Template

This is a sprint demo template that Tech fleet teams can use each sprint.

Operations

Sprint Demo Presentation Template

This is a sprint demo template that Tech fleet teams can use each sprint.

Operations

Sprint Demo Presentation Template

This is a sprint demo template that Tech fleet teams can use each sprint.

Operations

Sprint Goals Workshop

This is an open source workshop template for Agile cross-functional teams to run Sprint Planning. It helps teams identify shared outcomes for a sprint, break the outcomes down into steps to complete, and help teams collaborate to share responsibilities and accountability for tasks.

Operations

Sprint Goals Workshop

This is an open source workshop template for Agile cross-functional teams to run Sprint Planning. It helps teams identify shared outcomes for a sprint, break the outcomes down into steps to complete, and help teams collaborate to share responsibilities and accountability for tasks.

Operations

Sprint Goals Workshop

This is an open source workshop template for Agile cross-functional teams to run Sprint Planning. It helps teams identify shared outcomes for a sprint, break the outcomes down into steps to complete, and help teams collaborate to share responsibilities and accountability for tasks.

Operations

Sprint Retrospective Workshop

A sprint retrospective is the most important meeting for a sprint team. The full team, all apprentices and co-leads, get together after every sprint and hold a safe space to reflect on their last sprint.

Operations

Sprint Retrospective Workshop

A sprint retrospective is the most important meeting for a sprint team. The full team, all apprentices and co-leads, get together after every sprint and hold a safe space to reflect on their last sprint.

Operations

Sprint Retrospective Workshop

A sprint retrospective is the most important meeting for a sprint team. The full team, all apprentices and co-leads, get together after every sprint and hold a safe space to reflect on their last sprint.

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Hear the voices from the community

Hear the latest from people driving change in the world. Catch the latest alerts when we post new articles on our newsletter.

Join Newsletter

Hear the voices from the community

Hear the latest from people driving change in the world. Catch the latest alerts when we post new articles on our newsletter.

Join Newsletter

Hear the voices from the community

Hear the latest from people driving change in the world. Catch the latest alerts when we post new articles on our newsletter.

Join Newsletter