Run team planning sessions, track your progress and keep your entire planning workflow in Miro! This quick overview of tools for strategy & planning will help you to kick off the planning process. When you’re ready to start organizing your meeting, check out the Helpful resources section at the end of this article.
Organize planning sessions
Miro is an online collaboration tool that enables teams to work together on infinite boards. Create a board, add a template, and invite your team members to the planning session. All the changes on the board are saved automatically. You and your team can get back to the planning board at any time and track progress.
Collaboration tools
Use Miro collaboration tools to make your meeting interactive and engaging. All the tools are available in the top-right corner of the board.
Kick off brainstorming with sticky notes by redirecting participants to breakout frames and setting a timer.
Use sticky clustering to categorize ideas and let collaborators vote with the voting tool.
Use reactions in real-time right on the board.
Be sure to take the meeting notes or map out the meeting agenda on the board notes.
For more information on Miro tools, see this section on Using Miro.
Miro collaboration toolbar
Video chat solutions
Take advantage of in-built video chat or integrations with Zoom, Webex, or Microsoft Teams Meetings.
Smart Meetings toolkit
Try Miro Smart meetings and use one of our pre-made Smart meeting templates for planning such as OKR Planning, Project Kickoff, and others.
Templates
Start with a template from Miro template library. Discover the variety of templates for strategy & planning on our website or choose a template right from the template picker on your boards.
Strategy & planning templates on the template picker
Explore Miro template library and pick a template that will be useful at a particular stage of your planning process. See examples below.
- Meeting templates for setting up the strategic plan:
- Templates for research and analysis
Map out your plan with Miro tools
Tools for smart diagramming
Build a visual representation of your plans and projects with Miro shapes, cards, and connection lines.
Building a concept map with sticky notes and connection lines
Kanban
Create a Kanban to plan and prototype with your team and stay organized.
Using Kanban for Monthly planner
Tables
Use tables to summarize and categorize information about your projects.
Using tables for project planning
Integrations with task trackers
Set up integration with Jira, Asana, or Azure to import tasks to Miro as cards and organize your plans and resources in one place. Easily embed cards into your planning process by adding them to Kanban.
Adding Asana cards to Miro Kanban
💡 Discover other Miro plugins and integrations in Miro Marketplace.
Templates for strategic planning
Consider some examples of the templates for strategic planning with your team.
- PI Planning
- Project Kickoff Meeting (Smart Meeting template)
- Product Roadmap