Force Field Analysis Template

The main idea behind the Force Field Analysis technique is to identify the forces that help or hinder an organization in reaching a goal or a proposed change. It is a decision making technique that can be used by leaders and change agents to analyze the pros and cons of any organizational decision. It is widely used in the fields of organizational change and development, business process management, and social and cultural sciences. Read more »»

Four Field Matrix

A Four Field Matrix is an effective model for planning, organizing and making decisions. It is a two-dimensional chart that consists of four equal-sized quadrants, each will describe different aspects of information. It helps you organize your ideas or information in a logical manner that makes sense. Complex problems can be broken down into easier to handle groups by considering two of the important characteristics (represented on the X and Y axes). For example, a team may select the most appropriate improvement projects based on the implementation time and the resource availability. Sometimes it is referred to as the Four Quadrant Matrix or the Four Celled Matrix. Read more »»

Responsibility Log

A Responsibility Log template allows team leaders to track the duties and responsibilities of their subordinates. It can be used when managing projects to track the responsibilities of project team members. It might be also used as a delegation log where responsibilities are delegated to specific team members. It comes with a dashboard that displays responsibility information at a glance. Read more »»

Project Closure

Project Closure

All projects have to be implemented within a specific period of time, and the process of closing the project is an important aspect of the overall project life-cycle. A Project Closure is often used to bring the project to its final state. It is a report that provides a formal way for closing the project and a place to record the final project outcome. It is linked to and considered the bookend to the project charter. Read more »»

Prioritization Matrix Template

The main idea behind the Prioritization Matrix is to compare and select the best alternative from a set of options. A basic matrix consists of a set of criteria options and the alternatives under consideration. Start by placing the criteria in the left hand column and the alternatives in the top row. Fill the matrix by ranking the alternatives against each criteria from best to worst. Finally, look at the bottom of the table to make the best decision for your situation. Read more »»

Skills Matrix Template

A Skills Matrix is a tool that helps to evaluate the available skills of a team. It allows you to understand the skills that the team is missing and which are required for the job or project. Start by listing the team members and the relevant skills or competencies that are required or desired. Then fill the matrix with the skill ratings of the team members. Finally, look at the bottom of the table to see what are the training needs to improve these skill levels. Read more »»

5S – Page 2

Sorting and setting in order

Setting in order refers to the practice of arranging the required items so that anyone can locate and access them easily. It defines where and how the items to perform the work should be arranged. Once you have eliminated all the unneeded items, get back to the left items and organize them in a way that makes it easy to find what is needed. It should be obvious at a glance when an item is not in its designated place. This will result in an improved workflow and reduced wasted time and motion. Read more »»



5S is an improvement tool for organizing and maintaining a disciplined and productive workplace. It helps creating a better working environment, reduces waste while improving efficiency, safety and quality. 5S represents five simple practices that starts with the letter ā€œSā€. It is commonly applied in manufacturing facilities in production lines, storage areas, maintenance areas, and office areas. It is now being increasingly applied to a wide variety of industries including health care, education, hospitality and retail. Read more »»

Daily Self-Evaluation Template

Whether you are a parent, a student, an employee, a community member, or any combination of these roles, evaluating yourself by the end of the day can tell a lot about the kind of person you are. Self-evaluation is an important first step in being aware of yourself, and self-awareness is the first step to personality development and leading a life of meaning and integrity. The main goal is to make you see what you are doing well and what you need to focus on in order to achieve your personal goals. This allows to identify some key areas in your life that you would like to improve such as health, relationships, career, finance and spirituality. 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 »»

Best Practices

Best Practices

A Best Practice is that practice that has been proven to achieve the best results. It represents creative solutions to common problems and has the potential to be replicated internally and externally. Companies are able to learn from other successful organizations by adopting their best practices without the need to reinvent the wheel. Companies can also develop and share their own best practices and innovative solutions. Read more »»

Audit Checklist

An audit checklist is a set of questions that must be answered to verify requirements and standards are being met. It compensates for the limitation of human memory and helps the observer to ensure that nothing is missed or left behind. It enables the observer to better address compliance gaps and provides an opportunity for continuous improvement. Common examples of checklists are: to-do lists, preventive maintenance schedules, safety checklists and 5S checklists. Read more »»