14 Essential Product Management Templates
Much like Her Royal Highness Queen Elizabeth II, your typical product manager wears many hats.
Your product manager is a key figure in everything to do with the lifecycle of your product, and we mean everything.
Almost 80% of product managers assist in product design, but they also double-dip into other areas like development, management strategy, marketing, and user experience.
Still, it’s common for product managers to spend most of their time addressing unexpected problems. This is no easy feat! 😳
All of this is to say, your product manager could probably use a little help. And maybe a cocktail. 🍸
Luckily, that help is out there! There are tons of free and reliable product management tools and templates available to help product managers save time and be more efficient every step of the way.
Product management tools, templates & time-saving tips ⏰
Even if you aren’t a product manager but work closely with one, are developing a product, reevaluating your current processes, or just looking to save a little time—this list of templates is for you.
These product management templates weren’t created with the intention of providing a comprehensive work management solution, they’re here to help you store information on specific action items related to your product in ways that are easy to find and even easier to understand.
While pre-made templates can be extremely helpful for building out processes, constructing roadmaps, and ensuring that every little detail is covered, they lack support when it comes to assisting with the actual management part of a product manager’s role.
Your product manager will stay in the picture long after a successful product launch. New iterations, bugs, and customer feedback keep product managers continuously moving and they typically need more than prompting documents or spreadsheets to make serious progress.
So, what’s our ultimate time-saving tip for anything and everything related to product management? 🥁🥁🥁
Supplement this list of templates with powerful product management software that was built to consolidate, organize, and manage your assets in a single place.
Like ClickUp. 🚀
ClickUp offers hundreds of tools to streamline your product management processes and offers collaboration and customization at the core of every feature.
Plus, it integrates with over 1,000 other tools to seamlessly align with your current tech stack and ensure that you waste no time when it comes to saving time on your projects! 🙌🏼
Another major asset that ClickUp offers is its Template Center, filled with a diverse and growing number of pre-made templates to help organize, expedite, and elevate your task management system.
ClickUp’s collection of pre-built templates is pretty comprehensive—if we do say so ourselves. 💅🏼
But there is an endless number of valuable templates out there tailored to any product manager on their way to product roadmap success.
Product management templates are a great way to make sure you’re covering all of your bases with your product roadmap needs and can save you time, even if your project is already in progress.
Sounds a little overwhelming? Don’t worry, we’ve already done the work to bring you the 14 essential templates to help optimize every stage of product management.
Buckle your seatbelts and let’s hit the roadmap. 🚙
14 essential product management templates
Before you hit the ground running on your product roadmap, make sure you have a clear product idea and that there is a market for it. Start with square one by asking yourself the most pressing immediate questions:
- What does this product look like?
- What solutions does it create?
- Who are the target customers?
This list is a top-to-bottom walk-through of product management templates that will pave the way on your product management journey.
Templates for solidifying your value proposition
This ClickUp Doc covers the basics of your product and is ideal for the early stages of planning and concept.
This is an excellent tool to have if you are in the research phase or pitching your idea to someone.
This template is helpful to keep docs related to how you know this product will succeed, its purpose, and its value. It describes your product, the problem it’s solving, context, design notes, and more.
If you’re new to product management, this template is for you!
This template is your answer to the question: who would use this product?
It is your stepping stool to research and identify the target audience for your product by creating the ideal fictional customer known as your buyer persona.
Your buyer persona provides a thorough look into the demographics, interests, lifestyle, location, and common story of the primary group you’re likely to succeed with. These templates help you build out those people and will help you prove the value of your product to similar customers when presenting to stakeholders.
This Excel template from Smartsheet is used to compare product features with other similar products.
You or your product manager would use this to see how the value of your product measures up to other products that solve similar issues.
Plus, you can use this template multiple times through different iterations of your product. So while you might find it helpful in the initial design and development stages, you can also refer back or use it again when considering updates to stay competitive.
If you’re feeling bogged down at the thought of creating your product roadmap or if sprints seem a little complicated, this template might be a better next step for you.
This template is short and sweet, but it will help you flesh out the necessary minor details to justify your product and start making it come to life.
Summarize your value proposition or the “story” related to the problem your product solves, and your design plan.
If you’re still finding it hard to summarize your UVP without handing over a near novel-length document, start by listing out the features and key releases of your product. This will help you prioritize the initial tasks and deadlines to make those features happen, and your roadmap to eventually take shape.
Templates for managing your product roadmaps
Ahh, now we’re getting to the good stuff, creating the product roadmap.
Your strategic roadmap is your North Star for product management. It will keep you steadily moving in a productive direction and help you define long-term and short-term goals.
This template from Miro helps cross-functional teams work together in the same space and manage big-picture goals.
Most Agile development teams are cross-functional, meaning that a group of individuals with different skill sets work together to create a working product. But while Agile frameworks are very popular, over two-thirds of surveyed product managers do not have cross-functional teams.
So if this method doesn’t sound like your jam yet or is entirely new to you, this template will be your agile product management bread and butter. 🙏🏻
And did we mention that Miro integrates with ClickUp? 👀
For big projects, developers use Sprints to break the timeline up into manageable time frames.
Tasks are linked to these Sprints, and by completing these tasks in the Sprint time frame, the project continues to move forward. Unfinished Sprint tasks will spill over to the next Sprint.
Pro tip: You can set up Sprint Automations to save time on repetitive actions each time you complete a task in ClickUp!
What’s more, with this template, you can…
- Set Sprint time estimates and points in Custom Fields
- Find step-by-step instructions on how to customize your tasks, Custom Fields, statuses, and views based on your team’s sprint needs
With similar functionality as ClickUp’s Board view, this tool from Trello will help you view and prioritize your tasks.
This template is a collaborative visual representation of action items left in your project timeline and allows you to move tasks from one column to another to represent their status toward completion.
Click on tasks to expand for more detail and share or embed a link to your task card for external access. And use ClickUp’s Trello integration to automatically upload your work with just a few clicks!
If you are revisiting your system and trying to come up with ways to improve your existing product or increase conversion rates on your website—this is your template.
This template from Miro puts you in the customer’s shoes and reminds you to put the customer first, always. It visually maps out the step-by-step process a customer takes while using your system or product and can help you make a more intuitive interface.
Set a clear beginning and end to your user flow, set the direction you want the customer to move through, and identify decision points.
And if you think this template is cool, wait ’til you check out ClickUp’s Mind Maps. 😎
Templates for details that make all the difference
This beginner-friendly template is a must-have for keeping your engineering teams up to date on updates to your product!
Add details and revisions to your value proposition for the new releases to come, and plan how to present the updates externally with this ClickUp Doc.
Even after its release, products continue to change and improve through customer feedback and innovation. It’s crucial to outline where your product is headed and get everyone on the same page about it, ASAP! So let this template do the heavy lifting for ya. 😌
Use this template as a reference sheet to keep information together about your product launch including strategy, market analysis, target audience types, and a brief overview of the value proposition.
This Google Sheets template is set up similar to a document where each cell has space to respond with as much detail as you need. Think of this template as your personal Spark Notes description of what you’ve completed, major tasks, and a final-check asset to make sure you’ve covered your bases before carrying out a successful product launch strategy.
Customize your own product launch plan in ClickUp Docs, or easily embed your Google Sheets into your tasks and docs!
Pro tip: Keep your product launch plan handy at all times by linking to it in a Custom Field at the end of your task descriptions!
Oh Canva, how do I love thee? Let me count the ways…and I’ll start with this template!
Canva is known for helping people easily create high-quality-looking graphics and images for social media without having to be social media experts. And this template is no different!
Create an on-brand aesthetically pleasing Instagram story template to share information about your product and gain initial awareness! It’s like plug-n-play for your social posts.
Canva has a ton of open-licensed themes to pick from, so there will definitely be one that fits your marketing strategy.
Especially if you are not on a cross-functional team, this template would be very helpful for you. Want some more good news about this template? If you are at this stage, your product is likely almost ready to share with the world! 😍
When you encounter bugs, either in the product development process or after you’ve released it, this template from Airtable will help product managers prioritize and manage the status of those defects.
Assign bug reports to specific people, rank priority textually and with color for the engineering team, give descriptions, note how long the report has been open, the original source, and more. In true Airtable fashion, this template is set up like a spreadsheet with live links, and you can embed forms to quickly refer back to as much as you need.
Why else do we love this template? Because you can embed your Airtable template into ClickUp to access without opening any extra tabs. 😉
Objectives and key results, AKA OKRs, are a popular goal-setting framework that helps product managers measure the achievements of your product. Defining your OKRs also helps you define what success will look like for your product and therefore, tracking your OKRs is extremely important.
This OKR confidence tracker template in Excel will help your product managers determine how your product measures up to your initial value proposition. Use this table to put a little numerical confidence into the work you’ve done, or identify places to grow.
But no need to stop at OKRs! There are tons of valuable key performance indicators and metrics to help measure the overall health and prosperity of your product. 👀
Even after product release, there is still work to be done! New features require just as much time, intention, and product management as the first iteration.
This template in Confluence by Atlassian is like a personal checklist for product managers to make sure what you’re doing will add value to your end goal.
Think of this as a mini product roadmap template to break down and solidify the description, design, story, audience, and details of your new features to ensure that you are making strategic decisions.
Type directly into the template, tag team members, upload images, add diagrams, and embed your roadmap directly in the template.
Take your product across the finish line
It may feel like a product manager’s job is never done, but taking advantage of these templates from the tippity-top to the list to the tippity-bottom will help your product manager save time, energy, and several potential headaches.
But it’s still a lot to keep track of.
Even with the help of these templates, the most important and valuable time-saving favor you can do in product management is to seek out a powerful work management solution that is meant for this very job.
Look no further than ClickUp! 🚀
We’re here to help, and we know exactly what you need because ClickUp was quite literally built for this. 🥳
So let us work our productivity magic so you can focus on executing the product roadmap you’ve always dreamed of! Download ClickUp and get started for free! ✨