Category Archives: Understanding Performance Templates

Questionnaire Analysis Report

After collecting the answered questionnaires from your respondents, you have to analyze the data and report the results. This template is used to analyze the collected qualitative data from a large number of individuals and summarize the results in a report which can be easily printed. Further statistical analysis, conclusions and recommendations can be added to the report as well. 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 »

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 »

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 »

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 »

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 »

Annual Performance Reporting Template

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

This template is designed to provide decision makers with the strategic direction needed to monitor and improve the overall performance of the organization. It encourages using longer-term KPIs and on an annual basis, and thus, the target users are more likely to be at top levels (including performance managers). Read more »