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.

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 »

Project Selection Template

The Project Selection Template is designed to provide management with information that supports the project selection process to ensure business priorities are taken into account. It helps identify the most appropriate improvement projects and prioritize them based on their potential impact to the business. This can also drive management commitment by giving them an opportunity to contribute to the continuous improvement effort. Read more »

Improvement Roadmap Template

An Improvement Roadmap is an approach for achieving improvement. It is a document that will guide through the implementation of a long-term goal or project. Whether you are a department manager, a Lean practitioner or Master Black Belt, this template will enable you to list your goals or improvement priorities, identify the baseline performance for each goal, identify where you want to be at some time in the future, and then identify the metrics that will be used to measure the performance over time. Read more »

Kaizen Event Charter Template

Kaizen Events are focused improvement activities designed to improve a process or work area. They emphasize on the elimination of unnecessary non-value adding activities. This will result in improved quality, efficiency, delivery, cost savings, standardized systems and employee engagement. Kaizen can be used on any process, task, or function. Read more »

Monthly Performance Reporting Template

How to Review the Progress of your Company in an Integrated Manner

This template is designed to provide management and supervisory staff with a clear and accurate picture of the performance in a company. It allows to understand the current performance levels, set realistic performance goals, and understand the weaknesses to establish improvement priorities. Read more »

Kaizen Report Template

A Kaizen Report is a form that documents and summarizes continuous improvement activities. It is used to share and spread best practices across an organization, division or group. There are a variety of ways to share Kaizens including public display boards, emails and the intranet. Some departments or teams may prefer to use a dedicated Kaizen bulletin board. In all cases, Kaizens should be written simple and interesting to read. Kaizens with photos or drawings tend to capture more attention. Read more »

Failure Mode and Effect Analysis Template

Failure Mode and Effect Analysis (FMEA) is a risk analysis tool that can be used to identify the points at which the process may fail. It is a systematic approach that identifies potential failure modes, their causes and effects, and identify actions to reduce or correct the failures. FMEAs can be performed at the system, assembly or part level. It could also be applied to manufacturing and non-manufacturing processes. Read more »

Control Plan Template

A Control Plan is a document that describes what is required to keep a process at its optimum level. It helps ensure that the improvements implemented will not deteriorate once the improved process is returned back to the process owners. It includes information such as inspections, audits, training plans, visual controls, etc. It also includes a reaction plan that will help the team to know what to do if anything deviates from the plan. Read more »

Quality Function Deployment Template

The main idea behind the Quality Function Deployment (QFD) is to translate customer requests into solutions to meet those requirements. It is a methodology for taking the Voice of the Customer (VOC) and using that information to drive aspects of product development or process improvement. It allows for answers to questions such as: what do our customers need and want? how well are we doing relative to our competitors, and so on. Read more »

Gantt Chart Template

A Gantt Chart is a way to graphically show progress of a project. It outlines all activities involved in a project and illustrates other project-related information such as the start and finish dates of activities, completion percentages, etc. Gantt charts are useful to keep the team and other relevant stakeholders informed of the progress of the project. Read more »

Project Tracking Template

The Project Tracking Template is designed to provide project managers and team leaders with the techniques required to manage and control improvement projects. It is an easy project management tool that can be used to monitor and track improvement projects from planning to full implementation. It includes three sections each of which has its own purpose. 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 »