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.

Safety Audit Checklist

Commitment to occupational health and safety is considered an important step toward achieving safe and productive working conditions. A safety audit checklist is a tool that will help to evaluate the safety conditions and practices in any workplace in accordance to common safety standards and regulations. It lists the safety criteria to be met in order to better address compliance gaps, and provides opportunities to improve the workplace environment.

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Lean Audit Checklist

This lean audit checklist is used to evaluate the progress made toward implementing lean in your facility. It helps you understand the strong areas as well as the areas that need to be improved. An action plan for improvement can then be developed and implemented. It uses a six-dimensional model that includes leadership, support systems, value stream, continuous improvement, lean techniques, and standard work. You may conduct lean audits on a periodic basis (for example, annually) or whenever it is needed.

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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.

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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 is 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.

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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.

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Skills Matrix Template

The main idea behind the Skills Matrix is to evaluate the available skills of a team. It allows to understand the skills that the team is missing which are required for the job or project at hand. Start by listing the team members in the left hand column and the relevant skills that are required or desired in the top row. Then fill the matrix with the skill ratings of each team member. Finally, look at the bottom of the table to see what are the training needs to improve the skill levels.

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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 areas in your life to improve such as health, relationships, career, finance, etc.

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Data Collection Plan Template

The main reason behind the Data Collection Plan is to provide a focused approach to data collection for any given study or project. It helps specifying the objective of the 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 the process is stable and capable, and whether the measurement system is accurate and capable.

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Audit Checklist

An audit checklist is a set of questions that must be answered to verify requirements or 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 audit checklists and 5S audit checklists.

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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. It consists of two worksheets; one enables you to enter the data of your respondents, and the other is the interpretation of your data in a scorecard format. Further statistical analysis, conclusions and recommendations can be added to the report as needed.

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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 chart. The items on the left side of the chart are called the “vital few” while the rest are considered the “trivial many”.

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