Category Archives: Understanding Performance Templates

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

Safety Audit Checklist

Commitment to occupational health and safety is considered an important step toward achieving safe and productive working conditions. A safety audit checklist is a tool that will help to evaluate the safety conditions and practices in any workplace in accordance to common safety standards and regulations. It lists the safety criteria to be met in order to better address compliance gaps, and provides opportunities to improve the workplace environment.

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Lean Audit Checklist

This lean audit checklist is used to evaluate the progress made toward implementing lean in your facility. It helps you understand the strong areas as well as the areas that need to be improved. An action plan for improvement can then be developed and implemented. It uses a six-dimensional model that includes leadership, support systems, value stream, continuous improvement, lean techniques, and standard work. You may conduct lean audits on a periodic basis (for example, annually) or whenever it is needed.

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Skills Matrix Template

The main idea behind the Skills Matrix is to evaluate the available skills of a team. It allows to understand the skills that the team is missing which are required for the job or project at hand. Start by listing the team members in the left hand column and the relevant skills that are required or desired in the top row. Then fill the matrix with the skill ratings of each team member. Finally, look at the bottom of the table to see what are the training needs to improve the skill levels.

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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 areas in your life to improve such as health, relationships, career, finance, etc.

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Audit Checklist

An audit checklist is a set of questions that must be answered to verify requirements or 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 audit checklists and 5S audit checklists.

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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. It consists of two worksheets; one that enables you to enter the data of your respondents, and the other is the interpretation of your data in a scorecard format. Further statistical analysis, conclusions and recommendations can be added to the report as needed.

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Visual Management Audit 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 Audit 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.

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Benchmark Analysis Template

Benchmarking is a process that measures how a company is performing against those of world-class performance. It is used to better understand how outstanding companies perform, then helps your company develop plans to adapt specific best practices. This template allows to conduct benchmarking studies to compare the performance of your processes and activities against top performers in a very simple manner.

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Monthly Performance Report Template

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

This template is designed to provide manager 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. This template is especially useful during the management review meetings, and on a monthly, quarterly or annual basis.

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Project Tracking Template

The Project Tracking Template is designed to provide project managers and team leaders with the methods 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:

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5S Audit Checklist

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 the flow of work. 5S audits are often used to evaluate the performance of 5S implementation in any workplace. This 5S audit checklist will help ensuring that 5S standards and workplace organization are being met. It enables the observer to better address compliance gaps and provides opportunities for continuous improvement.

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Annual Performance Report Template

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

This template is designed to provide decision makers with the strategic direction needed to monitor and improve the overall performance of the organization. It encourages using longer-term KPIs and on an annual basis, and thus, the target users are more likely to be at top levels (including performance managers).

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