Tools and Templates

Displaying 1 - 71 of 71
The 5S radar chart is used to report on the effectiveness of a 5S program. This template allows users to visually demonstrate their 5S efforts.
This tool encourages equal opportunity ideation between all participants, regardless of their standing within the team or organizations. Use when the group is in danger of domination by certain participants, or when...
Capability refers to an analysis that determines how well a process can deliver to customer requirements. Scorecards list the capability of key process and/or product requirements.
The C&E Matrix is used to quantitatively relate the impact of inputs (X's) on the customer outputs (Y's) of a given process. The C&E Matrix template provides a framework for this evaluation.
Project prioritization is one of the most important aspects of Lean Six Sigma. This C&E Matrix template can be used to prioritize projects based on quantitative evaluation.
Investigate the root causes of performance problems. Use this tool, also known as fishbone diagram to brainstorm and categorize the variables that might be causing poor performance in your new process, product service...
Identify the key input-output relationships in need of attention. Use this tool to determine which critical process inputs have the most impact on your process output. You can use this tool after the Cause & Effect...
Contingency Tables are used to evaluate relationships between two or more attribute or categorical factors. This Excel-based template provides formulas for expected values and chi-square values.
The Control Plan is a summary of all control activities for a process. It is intended to be used after the project is handed off to the process owner in order to sustain the gains of the Lean Six Sigma project. This...
Ensure that your new solution becomes commercialized as planned. Use this tool to ensure that your innovation will produce or deliver according to your careful design regardless of location, personnel, environment or...
This chart defines how many people are required to perform a specific procedure. It provides a visual summary of how work is distributed in a process area. This worksheet provides a framework for gathering a displaying...
The Data Collection Plan defines what type of data will be collected during a Six Sigma project. This template provides a framework for documenting the what, where and how much of your data collection efforts.
If it just isn't feasible to conduct a traditional MSA, then at the very least, these questions should be applied. You should document the answers to this checklist as part of your project documentation / Final...
A DOE, or Design of Experiment, is a test in which purposeful changes are made to the input variables in a process so that changes in the output can be observed. The DOE Outline provides a framework for students to...
A DOE, or Design of Experiment, is a test in which purposeful changes are made to the input variables in a process so that changes in the output can be observed. The DOE Plan is a document that students can use to plan...
Tracking project deliverables is an important way to ensure a Lean Six Sigma project is on target. This worksheet lists the deliverables for the Define, Measure, Analyze, Improve and Control phases of a Lean Six Sigma...
Reports are important management tools for influencing future actions and documenting learning and accomplishments. The Final Report Template provides instructions for writing a clear and concise Lean Six Sigma project...
The FMEA, or Failure Modes and Effects Analysis, is used to identify potential failures within a process and prevent their occurance. The FMEA form contains a template that can be used to build an analysis on any...
The Force Field analysis identifies the forces and factors that impact a solution, so that positives can be reinforced and negatives can be eliminated. This worksheet provides a framework for the development of a Force...
Compare existing solutions to spark new breakthroughs. Used to compare the characteristics of two seemingly unrelated products or services to develop new ideas.
This form will help you create a picture of your system and its parts to focus ideation. Use this when your Job-to-be-Done (JTBD) is not well defined, or is broad rather than targeted in nature and you need more...
Strategic plans developed using the Hoshin Kanri process are usually visualized in X-Matrices. A Top Level Matrix and a number of 2nd Level Matrices outline Breakthrough Objectives and Top Level Improvement Priorities...
Hypothesis tests are used to determine whether the observed differences between two or more samples are due to random chance or true differences in the samples. Based on the type of data and the situation, there are...
Organize and shape your ideas to improve your idea yield. Use this tool to make your ideas more practical, viable and more appealing to those funding the innovation project. Are the ideas immediately applicable or do...
Sometimes to come up with the breakthrough idea you must get silly for the sake of creativity. Use this tool when you are struggling to develop innovative ideas around a particular area.
Constantly improve your assumption-to-knowledge ratio. At the beginning of a project use this form to evaluate the feasibility of your innovation before putting too much time, money and resources into it. As you move...
Keep your innovation team focused and on track using this worksheet. Use this tool to define your project so that all team members and stakeholders understand what the project is and is not to help you manage the risks...
Use this to to broaden or narrow your innovation focus to ensure that the innovation opportunity is effectively targeted at an actionable level.
This form helps you determine the human need you are trying to fulfill. Use it to understand why customers buy products, services and solutions, answering the question: what is the customer's true need? Do they...
Project definition is an integral first step in any Lean or Lean Six Sigma project. The Kaizen Charter Worksheet is a best practice document used to scope and define a Lean Kaizen project.
This compilation of lean process improvement worksheets provides templates to document your process, develop standard work, analyze stakeholders, identify process capacity and eliminate waste.
Project definition is an integral first step in any Lean or Lean Six Sigma project. The Lean Project Definition Worksheet is a best practice document used to scope and define a Lean project.
Keep your Lean Six Sigma project and team on track with a clear and thorough project charter. Use this tool to define your project so that all team members and stakeholders understand what the project is and is not. A...
Project definition is an integral first step in any Lean or Lean Six Sigma project. The Lean Six Sigma Project Definition Worksheet is a best practice document used to scope and define a Lean Six Sigma project.
This spreadsheet presents a list of Lean tools, combined with their definition, when to use them, what questions they answer and any additional helpful information. This matrix is ideal as a refresher document.
Identify the key inputs and outputs of your process. Use this tool when you need a shared understanding of how your process currently works (Select and Clarify), how you plan to produce and deliver your innovation to...
A team meeting should be handled as a process by itself. The templates in this document will help the student to appropriately manage the resources involved in the meeting and all the other inputs and desired output...
To generate solutions for minimizing and eliminating potential mistakes, use this matrix to come up with new and previously unexplored mistake-proofing ideas. Combine the matrix with the 21 Mistake Proofing Techniques...
Generate solution concepts by combining design alternatives. Use this tool to combine design options at the sub function level to help you come up with new solutions. You can use this after you have used the Function...
Look at your opportunity through nine different lenses. What is the current state, what was it in the past, what will it become in the future? This tool helps you decide how and at what level to apply your innovation.
The Pareto Principle states that 80% of defects come from 20% of root causes. The Pareto Chart helps to identify those causes that contribute the most defects to a product or process. This template provides a structure...
A pilot program tests the final design under limited real world conditions to verify original design assumptions versus actual performance. The Pilot Charter is a document that students can use to plan the pilot to make...
The Potential Solution Analysis matrix summarizes potential solutions and prioritizes them based on their Solution Priority Number (SPN). The SPN rates a solution on its Ease, Permanence, Impact and Cost.
Prioritizing and selecting projects is an essential part of the Lean Six Sigma process. This template provides a format for quantitatively evaluating projects in order to select them. Company leaders and managers can...
The Process Capacity Table defines how much equipment is needed within a process. This template outlines a structure to capture this data. It provides a computational chart to calaculate process capability via machine...
The process design analysis template compares Current State versus Proposed Changes. This spreadsheet compares the number of operators, WIP, Lead Time, 5S Rating, Value Add, and PPM.
This Process Management Assessment Tool is designed to give a structure to managing and monitoring your core business processes. Use this form with your process owners and operational managers to rate your daily process...
The Product Family Relationship Matrix is used to identify and group product families based on process steps.
Tracking project deliverables is an important way to ensure a Lean Six Sigma project is on target. This worksheet lists the deliverables for the Define, Measure, Analyze, Improve and Control phases of a Lean Six Sigma...
The Project Transition Action Plan (PTAP) defines who is responsible for driving a Lean Six Sigma project after completion. It includes the tasks that need to be completed and who owns those tasks. This template can be...
Build a fully functioning model of your new product to test and perfect it. This tool is typically used by product or component manufacturers who need to prove a new design concept, or when the design is particularly...
Blocked in your idea generation? Use this to to step around the roadblocks in your thinking. This tool forces your team to question the status quo, shock yourself and your team into a new reality. The perfect "What...
Evaluate all your design concepts to create the invincible solution. Use this tool when you need to evaluate ideas against a set of criteria related to solution-neutral outcome expectations or when you need to evaluate...
The sample size is the size of a sample needed to estimate process parameters. This document will calculate the sample size needed for any project based on the type of hypothesis test required.
Ask eight important questions to develop more potential ideas for your opportunity. Use this tool when when you have an idea or set of ideas that need to be made even stronger. It is especially helpful in a mature...
SCORE is Lean Method Group's methodology for driving Kaizen events. This collection of worksheets provides a framework for tracking the activities and events done during the first three phases: Select, Clarify,...
SCORE is Lean Method Group's methodology for driving Kaizen events. The event charter is a format that can be used after the event to communicate the goal of the event to others in the organization.
SCORE is Lean Method Group's methodology for driving Kaizen events. This worksheet allows teams to quantitatively evaluate and rank specific events in order to prioritize them for implementation.
SCORE is Lean Method's Group's methodology for driving Kaizen events. This worksheet allows companies to quantitatively evaluate and rank potential team leaders in order to select them for leading Kaizen...
Given the number of units, opportunities for defects per unit, and number of defects, you can use this spreadsheet to calculate DPO,DPU, DPMO amd Sigma level with a 1.5 shift for Attribute data.
Enter any one of the following: Process Yield, DPMO, percent defective or Process Sigma level, and obtain the other three values.
Identify the key inputs and outputs of your process. Use this tool when you need a shared understanding of how your process currently works (Select and Clarify), how you plan to produce and deliver your innovation to...
A SIPOC is a type of process map that includes the identification of the basic elements of a process: Suppliers, Inputs, Process Steps, Outputs and Customers. This worksheet presents a format in which all information...
The Solution Selection Matrix evaluates solution ideas against specific criteria: ease of implementing, permanence of the solution, impact on performance and cost-benefit. This template provides a format for creating a...
The Stakeholder Analysis is a tool used to understand stakeholders' views and attitudes towards the change so that you can respond to them in the best possible way. This template includes a stakeholder analysis you...
Get the key influencers involved and on your side. Use this tool to identify and understand key stakeholders and their level of support or resistance.; This information can then help you design the communication and...
This worksheet defines who does what and in what time intervals in order to manage the productivity of a process. This template can be used to capture and display meaningful data.
In a Lean environment, Time Observation Sheets are used to observe and document what work looks like in order to identify and eliminate waste. This worksheet is a template for documenting a process and evaluating its...
Graphical analysis using Minitab is essential to any Lean Six Sigma project. This document provides a visual demonstration of which analysis tools to use, based on the desired outcome and the type of data being analyzed.
Data is what separates a Value Stream Map from other process maps. This workbook provides templates for gathering data to be used in a value stream mapping exercise. Templates for both transactional and manufacturing...
A work plan defines the major milestones of a Lean Six Sigma project. This template offers a timeline that can be used to keep the project on track and document estimated and actual data.