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.

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 »

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 »

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 »

Pareto Chart Template

The purpose of the Pareto Chart is to address the most important among a set of factors, the highest occurring type of defect, the most frequent reasons for customer complaints, and so on. It combines an ordered bar chart and a line graph. The left vertical axis represents the frequency of occurrence, while the right vertical axis represents the cumulative percentage of the total number of occurrence. The items on the left side of the chart are called the “vital few” while the rest are considered the “trivial many”. Read more »

Cause and Effect Matrix Template

The Cause and Effect Matrix is used to understand the relationship between causes and effects. Whenever an output variable drifts out of specification, that is an effect. When an effect goes out of specification, you need to rank the potential causes in terms of importance, and the causes with the highest overall score should be addressed first in improvement efforts. Read more »

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 »