Initiative planning templates

Take action faster! Use templates to create implementation plans, business requirement documents, and discovery trees.

Software design document

Used with:

Go to Software design document template

Project charter

Used with:

Go to Project charter template

RAID log

Used with:

Go to RAID log template

Business requirements document example

Used with:

Go to Business requirements document example template

Business requirements document

Used with:

Go to Business requirements document template

Email flow example

Used with:

Go to Email flow example template

Onboarding email flow and template example

Used with:

Go to Onboarding email flow and template example template

Discovery tree

Used with:

Go to Discovery tree template

Event brief

Used with:

Go to Event brief template

Concept / validation pitch

Used with:

Go to Concept / validation pitch template

Shape up methodology

Used with:

Go to Shape up methodology template

Facilitator agenda

Used with:

Go to Facilitator agenda template

Solutions

  • Digital transformation
  • Cloud migration
  • New product development
  • Efficiency through AI
  • View more

Company

  • About us
  • Newsroom
  • Careers
  • Customer stories
  • Contact us
  • Accessibility
PrivacyLegalCookie privacy choicesCookie policy
  • linkedin
  • twitter
  • instagram
  • facebook
  • youtube
  • glassdoor
  • tiktok

© 2025 Lucid Software Inc.