Templates

Download the templates and guides used at each phase of a continuous improvement project. Resources are grouped by the project phase where they're most useful.

Phase 1: Project Planning

Project Proposal Template.docx

Purpose: Communicate the why, what, and how of your project.

Process Map Template.xlsx

Purpose: Map processes using this template.

Yellow Belt Modules Note-taking.docx

Purpose: Guide to support learning from the online Yellow Belt modules.

Phase 2: Solution (Idea) Generation

Fishbone Diagram and 5 Whys Template.docx

Purpose: Identify potential causes and drill down to the root cause.

Decision Matrix Template.xlsm

Purpose: Choose between options based on a set of criteria.

Phase 3: Data Gathering

Continuous Improvement Metric Collection Best Practices and Examples.docx

Purpose: Identify the metrics you can use for your improvement project.

How to Identify Project Metrics.docx

Purpose: Guidance for selecting meaningful and measurable project metrics.

Check Sheet, Bar Chart, and Pareto Chart Template.xlsm

Purpose: Track how frequently different errors or events occur.

Data Collection Plan Template.docx

Purpose: Guide consistent and effective data collection.

Phase 4: Implementation

Implementation Plan and Gantt Chart Template.xlsm

Purpose: Plan and manage a project's timeline.

Control Plan Template.docx

Purpose: Plan how to monitor metrics after the project has been completed.

RACI Matrix.xlsx

Purpose: Assign roles, responsibilities, and deadlines to project implementation tasks.