Work Management Templates
Tools to Bring Clarity, Coordination, and Consistency to Your Team
Every team needs structure—but no one wants to spend hours building it from the ground up. That’s why we created a growing library of ready-to-use templates designed to help you organize work, map workflows, set goals, and create smoother, more predictable execution across your organization.
These templates are based on the core principles of Work Management:
Clarity, Coordination, Completion, and Collaboration.
Whether you’re designing a new workflow, setting team OKRs, planning a project, or improving handoffs, these templates give you a strong foundation to work from.
Why Use Work.Management Templates?
✔ Built for Real Teams
Not academic theory—these templates reflect how modern teams actually work.
✔ Easy to Customize
Each template can be tailored to your tools, workflows, and team structure.
✔ Powered by Work Management Principles
Everything aligns with the C4 Flywheel™, Coordination Stack™, and other WMI frameworks.
✔ Improves Clarity and Execution
Reduce confusion, improve handoffs, and help your team move faster with less friction.
✔ Saves Time
No need to reinvent every process. Start with a template, then make it your own.
Workflow Templates
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Workflow Mapping Template
Coordination Templates
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Coordination Stack™ Checklist
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Handoff Checklist
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Roles & Responsibilities (RACI)
Planning & Strategy Templates
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OKR Template​