Streamline your business strategy with these 6 must-have Confluence templates

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Want to make big decisions with a considered approach, or understand which actions will get the biggest returns? With a Confluence template on your side, it’s easy to get clarity on the things that matter to further your business goals and vision.

This article covers a mix of templates that use frameworks, matrices, and more to help you take stock of what matters most and turn your strategy into action.

3 built-in Confluence templates

The following templates are native to Confluence Cloud, and can help you figure out where your business stands, what actions to prioritise, and how to make future projects or sprints more efficient and effective.

1. SWOT Analysis

Looking to understand the current market landscape and where your business fits in? A SWOT analysis can help you do just that.

This template helps you identify the strengths and weaknesses within your organisation, as well as any external opportunities and threats that you may face. Taking stock of these attributes helps you think from a new perspective and use what you've learned to your advantage, helping you respond better to any potential risks or opportunities.

To use this template: Search "SWOT Analysis" in the Confluence templates library.

2. Prioritization Matrix

If your team is overwhelmed with tasks and doesn’t know where to start, this template is here to help you cut through the noise. Classify all your tasks by the effort they take and the impact you expect them to have, and then tackle the ones in the green cells first.

This template helps you slow down and consider whether actions are worth investing in before taking that leap, which reduces wasted energy on tasks that don't serve your goals best.

To use this template: Search "Prioritization Matrix" in the Confluence templates library.

3. 4 Ls Retrospective

If you want to understand how a sprint or project has gone and ways to improve going forward, a 4Ls retrospective is a great reflective exercise for the whole team.

This template lets colleagues share what they loved, loathed, longed for, and learned. It’s ideal for highlighting what went well or was effective, identifying areas of frustration, determining what they wanted more of, and gathering any valuable insights. It’s great for making strategic decisions around what to prioritise in future work.

Use this template to close out projects or releases, or simply to bring together team members during regular meetings.

To use this template: Search "4 Ls Retrospective" in the Confluence templates library.

3 visual Confluence templates from third-party apps

Some formatting apps available on the Atlassian Marketplace include built-in templates that add extra visual and structural features, helping you keep decisions, goals, and outcomes organised in a clean and digestible layout. We've showcased our top three from Mosaic for Confluence below.

4. DACI

DACI is a framework that changes ideas into action. If you have a project, idea, or vision with different options or outcomes that you need to evaluate, the DACI decision-making framework helps you weigh up your options and come up with the right solution.

The template assigns teammates to Driver, Approver, Contributor, and Informed in handy visual cards, so that everyone involved knows their role and stays on the same page, helping to drive momentum.⚡️To use this template: Install Mosaic, then search "DACI" in the Confluence templates library.

5. OKRs

“OKRs” – which stands for “Objectives and Key Results” – is a fantastic framework for setting measurable goals for your team to work towards. Each OKR comprises a clear objective, with key results that contribute to the realisation of that objective.

This template helps you lay out your OKRs in an easy-to-digest format. Objectives sit in their own individual tabs, with relevant key results nested within each, keeping the page clear and concise. If you’re ready to boil down big ideas into actionable achievements, it’s the template for you.

⚡️To use this template: Install Mosaic, then search "OKRs" in the Confluence templates library.

6. To Do List

Everyday work doesn’t always call for a big framework or matrix. Sometimes, you just need a list to keep track of who’s responsible for what and how it’s going.

This template is perfect for keeping your team aligned on their work, featuring a visual to-do table and related resources on one handy page. From sprints to projects and everything in between, a collaborative to-do list is a great way to help team members quantify their workload. You can even add it to a Confluence live doc for easy updating!

⚡️To use this template: Install Mosaic, then search "To Do List" in the Confluence templates library.

How do you use Confluence to keep your business strategy on track? Let us know in the comments below! 👇