Category: Document Templates

Business Documents UK offers a wide range of document templates to help support and improve your business.

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Roadmap Visio

Our Visio Roadmap Template experts have assembled a range of Visio Roadmap Templates

These Roadmap Visio templates:-

  1. Communicate the project plans, at-a-glance
  2. Give a clear indication of workstreams and team activities
  3. Show milestones, and key delivery points

Our Roadmap Visio Document Formats

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Product Roadmap Examples

Project Schedule Roadmap

The Project Schedule Roadmap has a great presentation style which matches modern infographic layout.

This Product Roadmap shows Timeline, Workstreams and a Project Dashboard

Product Roadmap

  1. Product Title & details
  2. Project Timeline (in quarters, and you can change this)
  3. Workstreams areas, for Marketing, Development, KPI
  4. Product Dashboard (with RAG – Red, Amber, Green): Delivery, Budget, Resource, Marcomms, Dependencies  Risks, Issues, Radar
  5. Impressive “Activity Bar” graphics

See the Product Roadmap Template.

This template features both the Product Roadmap, and the Project Dashboard

Product Roadmap with Dashboard – 2

  1. Three Workstreams
  2. Product activities, with a RAG status
    1. Red – high risk
    2. Amber – medium risk
    3. Green – all ok
  3. Timeline
  4. Milestones on the timeline
  5. A project dashboard for project status
    1. Successes
    2. Upcoming releases
    3. Live risks
    4. Blockages
    5. Caveats

See the Product Roadmap Template with Dashboard 2.

The Agile Roadmap shows iterations alongside the Roadmap

Agile Product Roadmap

The Agile Product Roadmap format is a Powerpoint template that has slides for

  1. Agile Iterations Roadmap
  2. Agile Roadmap with Dashboard
  3. Agile Theme Summary Roadmap
  4. Agile Roadmap 2-Year Summary

These templates are used in scenarios when a roadmap is required for stakeholder communications, and when it needs to be aligned with multiple Agile delivery workstreams.

View the Agile Product Roadmap.

This Roadmap Template shows KPI, STATE, Projects, PEST factors

Product Roadmap with PEST factors

This Roadmap displays

  1. Business Change – START and TARGET STATEs
  2. KPI – Revenue and Market Share
  3. Projects & Initiatives
  4. PEST factors; Political, Economical, Social, Technological.

View the Roadmap Template (also features PEST area).

This Roadmap with Resources and Budget is perfect for project communication

Product Roadmap with Budget & Resources

This Product Roadmap emphasises the Product Investment, in terms of resources and budget.

Features:

  1. 5 workstreams
  2. An area against each workstream to detail the resources and/or budget allocated to that workstream
  3. A “Summary” area where the resources and/or budget can be summarised
  4. A timeline with example milestones
  5. The milestones can be dragged along the timeline, and the dates change automatically
  6. A legend for the timeline areas

See the Project Roadmap with Budget and Resource Template.

View our recently added Transition Plan Template

Product Transition Roadmap

This Roadmap is designed to communicate Transition Plans

  1. Timeline
  2. Milestones
  3. Event markers in each workstream
  4. Management workstream (to show coordination activities in the transition project)
  5. Communications Workstream (announcements, comms)
  6. HR Workstream (transition HR issues management)
  7. Relocation Workstream
  8. IT Workstream (PC and telecomms)
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Project Dashboard

The Project Dashboard – the perfect way to deliver Project Status reports to stakeholders.

  1. Summary RAG
  2. KPI Status
  3. RAG by Project Area
  4. RAID – Risks, Assumptions, Issues, Dependencies

You can use this format as a form of regular project communication update.

Project Dashboard Formats

Outline the key Project Status points in minutes, on this Dashboard

Highlight the important messages of your Project

  1. Successes
  2. Upcoming releases
  3. Live risks
  4. Blockages
  5. Caveats

It also includes a Roadmap format to compliment the Dashboard.

This Product Roadmap shows Timeline, Workstreams and a Project Dashboard

Outline the Red, Amber, Green Project Statuses with this Dashboard

This Dashboard, part of a Product Roadmap Template, features these Dashboard status updates:-

  1. Delivery (with RAG – Red, Amber, Green)
  2. Budget (with RAG – Red, Amber, Green)
  3. Resource (with RAG – Red, Amber, Green)
  4. Marcom – Marketing and Communications (with RAG – Red, Amber, Green)
  5. Dependencies
  6. Risks
  7. Issues
  8. On Radar (‘heads up’ items)
This template features both the Product Roadmap, and the Project Dashboard

Reduce your Project Update Documentation down to 1 Document

  1. No need to send around an unfathomable Gantt – your stakeholders hate them!
  2. No need to pull out boring spreadsheets
  3. No need for piles of PDF attachments

Project Dashboard Templates

 

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Powerpoint Timeline

Our Powerpoint timeline presentation templates have a selection of professional powerpoint timeline slides.

Our Powerpoint Timeline Document Formats

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SWOT Analyse – Simple Idiots Guide: Templates, Examples & Help

We can help you SWOT Analyse your project or your idea. Here are some simple templates and guides to help you with SWOT, with examples.

The SWOT Analyse Template Pack

SWOT is part of Management Jargon, but is pretty useful for fast assessment of lots of ideas.

What EXACTLY Does SWOT Analyse Mean?

S.W.O.T. stands for:

  1. Strengths – What things are GOOD?
  2. Weaknesses – …and what things are BAD?
  3. Opportunities – Does it open up areas which are GOOD?
  4. Threats – Are there things that MESS IT UP?

SWOT Cheat Sheet

Here are some prompts for your SWOT, so that you can make it complete:

Strengths

  • Patents?
  • Strong brand name?
  • Good reputation among customers?
  • Many product lines?
  • Broad market coverage?
  • Manufacturing competence?
  • Good marketing skills?
  • Good materials management systems?
  • R&D skills and leadership?
  • Information system competencies
  • .. more available from our SWOT analysis template discount bundle

Weaknesses

  • Obsolete, narrow product lines?
  • Rising manufacturing costs?
  • Decline in R&D innovations?
  • Poor marketing skills?
  • Old content management systems?
  • Poor reputation?
  • High cost structure?
  • Loss of customer good will?
  • Bad information systems?
  • Inadequate human resources?
  • Lack of access to distribution channels?
  • .. more available from our SWOT analysis template discount bundle

Opportunities

  • Expand core business(es)?
  • Exploit new market segments?
  • Arrival of new technologies?
  • Removal of international trade barriers?
  • Exploit unfulfilled customer need?
  • Widen new market segments?
  • Extend cost or differentiation advantage?
  • Diversify into new growth businesses?
  • … more available from our SWOT analysis template discount bundle

Threats

  • Attacks on your core business(es)?
  • Increases in domestic competition?
  • Shift in consumer tastes?
  • Emergence of substitute products?
  • New regulations?
  • Increased trade barriers?
  • Increases in foreign competition?
  • Change in consumer taste?
  • Fall in barriers to entry?
  • Rise in new or substitute products?
  • … more available in our SWOT analysis template discount bundle

Get a bundle of templates to help

SWOT Analyse Template Discount Bundle
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Running a Website Tender – RFI, RFP, ITT

Have you run a website tender before? If not, here are some pointers to help. (NB – this is only for sub-OJEU level tenders – less than ~£140k [see OJEC]).

For sub £15k projects, you should find the supplier you like, and award the contract directly. For those between £15k and £100k, you should include 3-6 suppliers in a tender process.

Use reliable templates for your tender documents

We have a set of tried and tested website design tender templates here, which will help you through the process.

What is your website project? Define it!

Be sure your project is well defined – the features you want, target platforms (mobile, web,..), a design brief, start date, delivery date, guide budget, and include any support you are likely to need during the process.

Find some suitable suppliers…

Put together a list of 3rd party suppliers who are suitable. If you do not know any, you can find help from e.g. Business Link.

If you have too many, you can narrow the list down by using an RFI to screen for suitable suppliers – this is a document with a set of questions which probe whether suppliers could deliver your project to your satisfaction.

Send out a Website RFP (request for proposal)

Using an RFP template, send out your “Request for Proposal”. You then allow the group of suppliers to work on this proposal for at least a couple of weeks

Select your supplier, fairly

You will need to conduct a fair evaluation of each proposal, with scores, to assist you in making a fair and documented decision. Use a pre-agreed set of criteria (which should be lined up with the requirements you put in your RFP) to mark each supplier’s proposal. You should do this with at least 1 other person, so that you have another point of view, and so that you can mitigate any ommissions you may have made.

The Website Design Tender template pack

Website Tender Templates

You can find a set of website design tender templates here – this includes RFI, RFP and Evaluation templates. If you need help with these, please contact us.