Category Archives: Templates

Templates and Worksheets

We hope that you find our continuous improvement templates and worksheets useful. Most of these templates and worksheets have been made using Microsoft Excel, and some are available in PDF format.

 

You can modify them to suit your specific needs. They can easily be modified to include additional sections if needed. Feel Free also to distribute, however, you need to properly reference and maintain CITookit information in the files.

 

We are providing these templates and worksheets for free. And if you want something unique then let us create it for you. Just tell us what you need and we will convert it into reality.

Matrix Diagram Template

A Matrix Diagram is a table that allows sets of data to be compared to understand the relationship between them. It displays the existence and strength of the relationship between pairs of items of the data sets. The relationship is indicated by a number or symbol in each cell where each two items intersect in the matrix. Matrix diagrams can be useful in a wide range of applications including matching requirements with specifications and assigning responsibilities based on competencies. To learn more about matrix diagrams, please click here. Read more »

RAID Log Template

A RAID Log is a project management tool that is used to store several project information in one place. It allows project managers to track risks, assumptions, issues and dependencies, making it a useful document in regular project meetings and for audit purposes. This template allows you to keep track of everything happening in your project. You may use it to record relevant project information, and to regularly review and update these information at any time. It also comes with a dashboard that displays these information at a glance. Read more »

Visual Management Checklist

Visual Management is a technique that uses information displays, visual controls, labels and signs, color coding and other markings instead of written instructions. This Visual Management Checklist will help in detecting abnormalities and reinforcing standards ensuring stability and safety remain a top priority. It also provides an opportunity for performance review and promotes continuous improvement. Read more »

Flow Process Chart Template

A Flow Process Chart is a representation illustrating the sequence of activities within a process. This type of process map is preferable when documenting processes that are more sequential and containing few decisions. This template allows to record the steps of a process in a tabular format. It can be used to identify waste in processes by analyzing the non-value adding steps, long delays and excessive transportation. It then produces performance indicators such as: total value added time, distance traveled for transport activities, and value stream ratio. Read more »

A3 Problem Solving Template

A3 Thinking is a logical and structured approach to problem solving adopted by Lean organizations around the world. It allows to focus on the real issues while helping the team collaborate to gain deeper insight into problems. It is aligned with and supports the PDCA management philosophy. Read more »

Cost Benefit Analysis Template

The Cost-Benefit Analysis provides a way to decide which proposed option or project is the most valuable. This template will allow decision makers to compare among several solutions or projects and select the one that offers the greatest return against the cost of implementation. For simplicity, the analysis results here are expressed as a payback period and as a benefit-cost ratio, assuming that all projects are short-term in nature. Read more »

Benchmark Analysis Template

Benchmarking is a process that measures how a company is performing against those industry leaders. It is used to better understand how outstanding companies perform, and then helps your company develop plans to improve or adapt specific best practices. This template will allow to compare the performance of your processes and activities against similar organizations, business units or departments. It can be used for example to learn from high-performing departments in your company and to adapt their best practices. Read more »

Project Selection Template

The Project Selection Template is designed to provide management with information that supports the project selection process to ensure business priorities are taken into account. It helps identify the most appropriate improvement projects and prioritize them based on their potential impact to the business. This can also drive management commitment by giving them an opportunity to contribute to the continuous improvement effort. Read more »

Improvement Roadmap Template

An Improvement Roadmap is an approach for achieving improvement. It is a document that will guide through the implementation of a long-term goal or project. Whether you are a department manager, a Lean practitioner or Master Black Belt, this template will enable you to list your goals or improvement priorities, identify the baseline performance for each goal, identify where you want to be at some time in the future, and then identify the metrics that will be used to measure the performance over time. Read more »

Kaizen Event Charter Template

Kaizen Events are focused improvement activities designed to improve a process or work area. They emphasize on the elimination of unnecessary non-value adding activities. This will result in improved quality, efficiency, delivery, cost savings, standardized systems and employee engagement. Kaizen can be used on any process, task, or function. Read more »

Monthly Performance Reporting Template

How to Review the Progress of your Company in an Integrated Manner

This template is designed to provide management and supervisory staff with a clear and accurate picture of the performance in a company. It allows to understand the current performance levels, set realistic performance goals, and understand the weaknesses to establish improvement priorities. Read more »

Kaizen Report Template

A Kaizen Report is a form that documents and summarizes continuous improvement activities. It is used to share and spread best practices across an organization, division or group. There are a variety of ways to share Kaizens including public display boards, emails and the intranet. Some departments or teams may prefer to use a dedicated Kaizen bulletin board. In all cases, Kaizens should be written simple and interesting to read. Kaizens with photos or drawings tend to capture more attention. Read more »