Tag Archives: pdf

Four Field Matrix

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 of the quadrants will describe a different aspect of information. Sometimes it is referred to as the Four Quadrant Matrix or the Four Celled Matrix.

Read more »»

Force Field Analysis Template

The main idea behind the Force Field Analysis technique is to identify the forces that help or hinder an organization in reaching a goal or a proposed change. It is a decision making technique that can be used by leaders and change agents to analyze the pros and cons of any organizational decision. It is widely used in the fields of organizational change and development, business process management, and social and cultural sciences.

Read more »»

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.

Read more »»

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.

Read more »»

Cause and Effect Matrix Template

The Cause and Effect Matrix is used to understand the relationship between causes and effects. Whenever an output variable drifts out of specification, that is an effect. When an effect goes out of specification, you need to rank the potential causes in terms of importance, and the causes with the highest overall score should be addressed first in improvement efforts.

Read more »»

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.

Read more »»

Process Chart Template

A Flow Process Chart is a representation showing the sequence of activities within a process. This type of process map is preferable when documenting sequential processes that contain few decisions. This template allows to record the steps of a process in a tabular format. It is often used to identify waste by analyzing the non-value adding steps, long delays and excessive transportation. It then produces performance indicators such as; total value added time, distance traveled for transport activities, and value stream ratio.

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 »»

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.

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 drives management commitment by giving them the opportunity to contribute to the continuous improvement effort.

Read more »»