Tools & Templates

Free downloadable tools and templates with examples for Business Strategy, Operations Excellence, Project Management, and Continuous Improvement. Don’t see what you need? Check back later or suggest a template:

Prioritization Matrix Tool

Prioritize a list of items by comparing against agreed-upon and weighted criteria. Used for prioritization of projects, budget items, ideas, solutions, options, action items, tasks, improvement opportunities, etc.

Project Charter Template

Define the project and its attributes including the objective, the problem statement, the scope, the urgency, the expectations, any phase gates, potential ROI, etc. Used as an agreement document to establish a common understanding of the project for all stakeholders, and gain agreement and approval for execution. A project charter dictates planned action.

Introduced in Workshop(s):

Pugh Matrix Tool

Compare components of a system, product, or entity, relative to those of a standard, current, or minimum requirement criteria. Used to compare ‘better/worse’ scenarios at the component or subcomponent level. Relative comparisons may be made for solution ideas, product improvement ideas, solutions, processes, attributes of candidates for hire, or any entity requiring comparison at the attribute or component level. May also be used to identify combinations of solutions or ideas to create a new solution or idea with the best attributes.

Standardized Work Combination Tool

Understand and capture the human interactions associated with a process and reduce the time of an operation. Essentially a Time Study but with greater dimensionality to specifically identify manual work, automation, waiting, and walking times. Used to understand and streamline a specific interaction between a person and a process, and to eliminate excess motion.

Introduced in Workshop(s):

Time Study Template

Understand the operations of a particular process. Used to study manual work, machine work, or a combination of both. Helps in understanding the process, and identifying sources of waste and opportunities for improvement.

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