Category Archives: Understanding Performance Templates

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

Time Value Map Template

A time value map is a tool for representing the value-added and non-value-added time in a process. In a time value map, all activities are plotted as bars proportional to their time values along a horizontal timeline. Only value-added activities are plotted above the timeline and everything else is plotted below the timeline. This time value map template can be used to monitor how much time is wasted in any process.

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Histogram Template

A histogram is a bar chart that represents the frequency distribution of data on a given variable. It indicates where most of the data is grouped and how much variation there is in the process. This template allows you to enter up to 100 individual data points, and the histogram will be displayed automatically to reflect your data. The more data there is, the more accurate the histogram will be.

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Process Yield Calculator

Process yield measures are metrics used to better understand process yield. These metrics should be able to reveal even the smallest inefficiencies in the process in to order to improve process efficiency and capability. Process yield measures are basically obtained by dividing good product units produced by the number of total units entered the process. Many companies use two metrics to measure the total process yield; final yield and rolled throughput yield.

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Process Map Template

A process map is a graphical representation of the process. Process maps are simple ways of making sense of what happens or should happen in a process. There are many software applications and online services that allow the drawing of process maps. However, this template is pretty simple and straightforward where you can draw simple customizable process maps.

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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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