Category Archives: Planning and Project Management Templates

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 »»

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 »»

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. Read more »»

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. Read more »»

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. Read more »»

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 drive management commitment by giving them the 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 »»

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 »»

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 »»