Category Archives: Planning and Project Management Templates

Here, you will see all the templates that have been published so far on this topic.

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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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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RAID Log Template

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 when conducting audits. This template allows 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.

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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.

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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.

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Project Selection Template

This Project Selection Template is designed to provide management with information to support the project selection process. It allows to identify the most appropriate improvement projects and prioritize them based on their potential impact to the business. This ensures business priorities are taken into account, and drives management commitment by giving them the opportunity to contribute to the continuous improvement effort.

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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.

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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 added activities. This will result in improved quality, efficiency, delivery, cost saving, standardized systems and employee engagement. You can think of a Kaizen event as a continuous improvement activity at the micro level as opposed to some of the other large-scale efforts such as Lean and Six Sigma.

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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. After identifying a high risk, it is necessary to do something about it. FMEA could be applied to manufacturing and non-manufacturing processes, and can be performed at the system, assembly or part level.

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Control Plan Template

A Control Plan is a document that describes what is required to keep a process at its optimum level after an improvement initiative. It helps ensure that the improvement that has been achieved will not deteriorate once the improved process is returned back to its owners. It often includes information such as the controls in place and performance indicators. It can also include a reaction plan that will help the team to know what to do in case of deviation.

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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, responsible persons, and so on. Gantt charts are useful to keep the team and other relevant stakeholders informed of the progress of the project.

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