Category Archives: Data Collection Templates

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 »

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 »

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 »