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.

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 »»

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 »»

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 »»