Category Archives: Templates

Templates and Worksheets

We hope that you find our continuous improvement templates and worksheets useful. Most of our 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.

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 »

Failure Mode and Effect Analysis Template

Failure Mode and Effect Analysis (FMEA) is a risk analysis tool that can be used to identify the points at which the process may fail. It is a systematic approach that identifies potential failure modes, their causes and effects, and identify actions to reduce or correct the failures. FMEAs can be performed at the system, assembly or part level. It could also be applied to manufacturing and non-manufacturing processes. Read more »

Control Plan Template

A Control Plan is a document that describes what is required to keep a process at its optimum level. It helps ensure that the improvements implemented will not deteriorate once the improved process is returned back to the process owners. It includes information such as inspections, audits, training plans, visual controls, etc. It also includes a reaction plan that will help the team to know what to do if anything deviates from the plan. Read more »

Data Collection Plan Template

A Data Collection Plan is a document that provides a focused plan for collecting data for a given project. It helps specifying the objective of data collection, what data do we need, how are we going to collect it, and who is going to collect it. The goal is to answer questions such as whether a process is stable, whether a process is capable, or whether a particular input will work better for a process than a currently used input. Read more »

Quality Function Deployment Template

The main idea behind the Quality Function Deployment (QFD) is to translate customer requests into solutions to meet those requirements. It is a methodology for taking the Voice of the Customer (VOC) and using that information to drive aspects of product development or process improvement. It allows for answers to questions such as: what do our customers need and want? how well are we doing relative to our competitors, and so on. Read more »

Gantt Chart Template

A Gantt Chart is a way to graphically show progress of a project. It outlines all activities involved in a project and illustrates other project-related information such as the start and finish dates of activities, completion percentages, etc. Gantt charts are useful to keep the team and other relevant stakeholders informed of the progress of the project. Read more »

Project Tracking Template

The Project Tracking Template is designed to provide project managers and team leaders with the techniques required to manage and control improvement projects. It is an easy project management tool that can be used to monitor and track improvement projects from planning to full implementation. It includes three sections each of which has its own purpose. Read more »

Project Closure Template

As part of the process of ending a project, the Project Closure is a stage that often attracts less attention. It is a formal documentation that enables to assess the project outcome against its initial objectives. It is an important part of the overall project life-cycle and the bookend to the Project Charter. At this stage, a formal acceptance from the main stakeholders is gained to indicate their sign-off on the project. Read more »

5S Checklist Template

5S is a Lean technique that involves activities designed to create and maintain a disciplined workplace. It helps create a better working environment and can be implemented to eliminate waste and improve operational processes. The performance of 5S in a workplace could be evaluated using a 5S Checklist, which is a tool that will help ensuring that 5S standards and workplace organization are being met. It enables the observer to better address compliance gaps and provides an opportunity for continuous improvement. Read more »