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  • Lean Six Sigma
  • Lean
  • Strategy
  • Innovation

DRIVING METHODOLOGIES

WITH TOOLS & TEMPLATES

No matter what project or problems you are solving,
our Resource Hub offers a meticulously curated
collection of tools and templates to support and
enhance your work.

 

Organized by methodologies for easy access, these
resources simplify processes, ensure consistency, and
boost efficiency—helping you deliver impactful results
with confidence.

TOOLS & TEMPLATES

Select and download tools or templates from the option below to suit your needs.

TOOL / TEMPLATEDESCRIPTION
5S Audit Form A 5S Audit Form is a checklist used to evaluate adherence to the 5S methodology, which focuses on workplace organization through sorting, setting in order, shining, standardizing, and sustaining practices.
5S Evaluation Radar Chart A 5S Evaluation Radar Chart shows 5S performance across Sort, Set in Order, Shine, Standardize, and Sustain, in a compelling visual way highlighting strengths and areas for improvement.
Brainwriting 6-3-5 The Brainwriting 6-3-5 template fosters equal ideation by allowing all team members to contribute their ideas independently, minimizing dominance and encouraging participation regardless of status.
Cause And Effect Diagram A Cause and Effect Diagram, or fishbone diagram, helps identify and organize possible causes of performance issues. Its clear, fishbone-like structure makes it easy to pinpoint factors affecting processes, products, or services.
Cause Effect Matrix A Cause and Effect Matrix helps identify and prioritize potential causes of issues by evaluating the impact of various factors on outcomes. Its matrix format makes it simple to compare and focus on the most critical factors.
Control Plan A Control Plan template summarizes key control activities in a process. It helps process owners maintain and sustain improvements achieved through Lean Six Sigma projects, providing a clear framework for essential controls.
Data Collection Plan A Data Collection Plan template outlines the types of data to gather and provides a clear framework for documenting the collection process. It streamlines data-gathering efforts, ensuring the success of Six Sigma projects.
Data Validation Questions A Data Validation Question Form is used when traditional MSA isn’t feasible. It evaluates data through specific questions, ensuring answers are documented in the Final Report for effective project documentation.
DOE Plan A Design of Experiment (DOE) Plan tests how changing input variables affects outputs. Its structured format helps plan experiments and track results, making it a valuable tool for learning and analysis.
EPIC Potential Solution Analysis An EPIC Potential Solution Analysis Matrix summarizes and ranks solutions using the Solution Priority Number (SPN), based on impact, ease of implementation, cost, and permanence. It helps decide on the best solution for a problem effectively.
FMEA The Failure Modes and Effects Analysis (FMEA) is a powerful tool used to identify potential problems within a process and prevent their occurrence. The FMEA form contains a comprehensive template that can be used to analyze any process, enabling businesses to mitigate risks with a proactive approach.
Hypothesis Testing Roadmap The Hypothesis Testing Roadmap in Lean Six Sigma helps determine if differences between samples are due to chance or genuine. It guides students in selecting the right test based on data type and situation.
Input Output Worksheet The Input Output Worksheet is a table that records a compilation of important details for process activities.
Job Scoping Ensure you focus your innovation strategy effectively by using this tool to broaden or narrow your innovation scope, targeting the opportunity at an actionable level.
Job To Be Done A Job To Be Done tool helps users craft precise JTBD statements by focusing on customer goals and tasks, driving effective product and service development.
Lean Six Sigma DMAIC Project Charter The LSS Project Charter defines and guides Lean Six Sigma projects, ensuring clarity, alignment, and a solid framework to keep the team on track.
Lean Six Sigma DMAIC Project Definition Worksheet The LSS Project Definition Worksheet helps define, scope, and organize Lean and Lean Six Sigma projects, ensuring clear goals and a solid foundation for success.
Measurement System Analysis For Attribute Data A 5S Audit Form is a checklist used to evaluate adherence to the 5S methodology, which focuses on workplace organization through sorting, setting in order, shining, standardizing, and sustaining practices.
Meeting Tool The Meeting Tool Template helps team leaders organize productive meetings by managing resources, defining desired outcomes, and ensuring thorough preparation, ultimately enhancing meeting effectiveness.
Mistake Proofing Matrix The Mistake Proofing Matrix, used with the 21 Mistake Proofing Techniques, helps examine systems, match solutions to error types, and eliminate mistakes to boost efficiency.
Mistake Proofing Techniques The 21 Mistake Proofing Techniques, used with the Mistake Proofing Matrix, provide practical methods to examine systems, identify error types, and implement targeted solutions, ensuring mistake elimination and improved efficiency.
Pareto Analysis Pareto Analysis uses the 80/20 rule to find the main causes of defects. With a Pareto Chart, you can pinpoint the biggest issues, and the template makes creating the chart in Excel easy.
Pilot Charter The Pilot Charter tool helps test design assumptions in real-world settings and plan pilot programs for success.
Poke Yoke Solution Selection Matrix Same as Mistake Proofing Matrix.
Process Capability Non Normal Data This is the template for Process Capability for non-normally ditributed data that follows Exponential or Weibull distribution.
Process Management Assessment Tool The Process Management Assessment Tool helps manage and monitor business processes by evaluating key areas like customer insight, process understanding, standardization, and more.
Project Selection List The Project Selection List helps to prioritize projects and project ideas based on a number of criteria.
Project Transition Action Plan The Project Transition Action Plan (PTAP) ensures sustained success after a project by assigning tasks and clarifying team responsibilities.
Pugh Matrix The Pugh Matrix enables impartial evaluation of design concepts, assessing them objectively against unbiased outcomes while aligning performance and perception with your design goals.
Sample Size Calculator This tool calculates the minimum sample size needed to accurately estimate process parameters, tailored to the type of hypothesis test, ensuring your project is well-prepared from the start.
SCAMPER SCAMPER sparks creativity with eight essential questions, helping you expand ideas, refine concepts, and stand out in competitive, mature markets with innovative solutions.
Sigma Conversion Calculator The Sigma Conversion Calculator simplifies performance analysis by allowing you to input one value—Process Yield, DPMO, percent defective, or Process Sigma level—while instantly calculating the other three.
SIPOC - R The SIPOC-R Template is a comprehensive process mapping tool that outlines key elements—Suppliers, Inputs, Process Steps, Outputs, and Customers—offering a clear and concise snapshot of essential process details.
Solution Selection Matrix The Solution Selection Matrix helps evaluate solution ideas using key criteria like ease of implementation, permanence, performance impact, and cost-benefit. It provides a simple framework to create a custom ranking matrix for better decisions.
Stakeholder Analysis Toolkit The Stakeholder Analysis tool helps you understand stakeholder perspectives on change, enabling effective responses. It includes templates for a Power Influence Map, Leverage Matrix, and Action Plan to streamline progress and highlight key insights.
Standard Work Combination Worksheet The Standard Work Combination Worksheet organizes tasks and timing to improve productivity and decisions.
Value Stream Data Collection Sheet The Value Stream Data Collection Sheet offers templates for gathering data, supporting value stream mapping in both transactional and manufacturing settings.
Work Plan The Work Plan Template outlines milestones, provides a timeline, maintains project trajectory, and tracks estimated and actual data in Lean Six Sigma projects.
Z Table The Z Table Worksheet is a tool to determine probabilities and critical values for standard normal distributions, supporting accurate statistical analysis and informed decision-making.

TOOL / TEMPLATEDESCRIPTION
5S Audit Form A 5S Audit Form is a checklist used to evaluate adherence to the 5S methodology, which focuses on workplace organization through sorting, setting in order, shining, standardizing, and sustaining practices.
5S Evaluation Radar Chart A 5S Evaluation Radar Chart shows 5S performance across Sort, Set in Order, Shine, Standardize, and Sustain, in a compelling visual way highlighting strengths and areas for improvement.
Cause And Effect Diagram A Cause and Effect Diagram, or fishbone diagram, helps identify and organize possible causes of performance issues. Its clear, fishbone-like structure makes it easy to pinpoint factors affecting processes, products, or services.
Cause And Effect Matrix A Cause and Effect Matrix helps identify and prioritize potential causes of issues by evaluating the impact of various factors on outcomes. Its matrix format makes it simple to compare and focus on the most critical factors.
Cycle Time Loading Chart A Cycle Time Loading Chart shows the number of people needed for a procedure and provides a visual summary of work distribution. It’s a useful tool for tracking and managing process operations effectively.
Data Collection Plan A Data Collection Plan template outlines the types of data to gather and provides a clear framework for documenting the collection process. It streamlines data-gathering efforts, ensuring the success of Six Sigma projects.
Imaginary Brainstorming The Imaginary Brainstorming Tool sparks creativity by encouraging unconventional thinking to develop breakthrough ideas when pioneering concepts in a specific domain feel out of reach.
Lean Kaizen Project Worksheet The Kaizen Charter Worksheet outlines the scope of Lean Kaizen projects to maximize efficiency, overcome obstacles, and ensure success.
Lean Project Definition Worksheet The Lean Project Definition Worksheet helps define, scope, and organize Lean and Lean Six Sigma projects, ensuring clear goals and a solid foundation for success.
Lean Templates The Lean Templates spreadsheet offers a complete list of Lean tools with definitions, usage guidance, and helpful details—ideal for quick reference.
Meeting Tool The Meeting Tool Template helps team leaders organize productive meetings by managing resources, defining desired outcomes, and ensuring thorough preparation, ultimately enhancing meeting effectiveness.
Mistake Proofing Matrix The Mistake Proofing Matrix, used with the 21 Mistake Proofing Techniques, helps examine systems, match solutions to error types, and eliminate mistakes to boost efficiency.
Mistake Proofing Techniques The 21 Mistake Proofing Techniques, used with the Mistake Proofing Matrix, provide practical methods to examine systems, identify error types, and implement targeted solutions, ensuring mistake elimination and improved efficiency.
Pareto Analysis Pareto Analysis uses the 80/20 rule to find the main causes of defects. With a Pareto Chart, you can pinpoint the biggest issues, and the template makes creating the chart in Excel easy.
Pilot Charter The Pilot Charter tool helps test design assumptions in real-world settings and plan pilot programs for success.
Poka Yoke Solution Selection Matrix Same as Mistake Proofing Matrix.
Prioritization Matrix The Prioritization Matrix helps select and rank Lean Six Sigma projects, ensuring leaders use resources effectively for the best results.
Process Capacity Table The Process Capacity Table helps figure out equipment needs and estimate process capability using data like machine cycle time, idle time, and production numbers.
Process Design Analysis Table The Process Design Analysis Template compares current processes with proposed improvements, tracking metrics like operators, lead time, 5S rating, and more.
Process Management Assessment Tool The Process Management Assessment Tool helps manage and monitor business processes by evaluating key areas like customer insight, process understanding, standardization, and more.
Product Family Relationship Matrix The Product Family Relationship Matrix groups product families by their process steps, helping businesses understand interactions and find improvement opportunities.
Project Transition Action Plan The Project Transition Action Plan (PTAP) ensures sustained success after a project by assigning tasks and clarifying team responsibilities.
SCO Tools SCO Tools support the Lean Methods Group's SCORE methodology for Kaizen events, guiding the first three phases—Select, Clarify, and Organize. This set includes worksheets such as the Team Leader Checklist, Savings Potential assessment, Team Leader Selection guide, Event Selection guide, and the Project 4x4 resource to streamline planning and tracking.
SCORE Event Charter SCORE is the Lean Methods Group's framework for executing Kaizen events, with the event charter serving as a clear tool to communicate the event's goals across the organization after its completion.
SCORE Event Selection Criteria Matrix The SCORE Event Selection Criteria matrix, part of the Lean Methods Group's methodology for Kaizen events, enables teams to quantitatively evaluate and rank events, ensuring focused prioritization for future implementation.
SCORE Event Team Leader Selection Criteria Matrix The SCORE Team Leader Selection Criteria template, part of the Lean Methods Group's methodology for Kaizen events, helps businesses evaluate and select the best team leaders through a quantitative approach, driving successful projects with measurable outcomes.
SIPOC - R The SIPOC-R Template is a comprehensive process mapping tool that outlines key elements—Suppliers, Inputs, Process Steps, Outputs, and Customers—offering a clear and concise snapshot of essential process details.
Stakeholder Analysis Toolkit The Stakeholder Analysis tool helps you understand stakeholder perspectives on change, enabling effective responses. It includes templates for a Power Influence Map, Leverage Matrix, and Action Plan to streamline progress and highlight key insights.
Standard Work Combination Worksheet The Standard Work Combination Worksheet organizes tasks and timing to improve productivity and decisions.
Time Observation Sheet The Time Observation Sheet is used in Lean environments to document work processes, identify waste, and evaluate performance.
Tool Selection Matrix This is a table providing more desrciption on variety of different tools, provides hints when to use them and explains what are the key questions that should be asked while using the tool in an effective way.
Value Stream Data Collection Sheet The Value Stream Data Collection Sheet offers templates for gathering data, supporting value stream mapping in both transactional and manufacturing settings.
Work Plan The Work Plan Template outlines milestones, provides a timeline, maintains project trajectory, and tracks estimated and actual data in Lean Six Sigma projects.

TOOL / TEMPLATEDESCRIPTION
Cause And Effect Diagram A Cause and Effect Diagram, or fishbone diagram, helps identify and organize possible causes of performance issues. Its clear, fishbone-like structure makes it easy to pinpoint factors affecting processes, products, or services.
Cause And Effect Matrix A Cause and Effect Matrix helps identify and prioritize potential causes of issues by evaluating the impact of various factors on outcomes. Its matrix format makes it simple to compare and focus on the most critical factors.
Communication Plan Communication Plan Template provides the structure for sharing key messages, specifying audiences, methods, frequency, and timelines for effective project communication.
Force Field Analysis The Force Field Analysis identifies factors impacting a solution, allowing for reinforcement of the positives and elimination of the negatives. This worksheet provides a framework for developing a Force Field Analysis, ultimately leading to better decision-making and strategic implementation.
Hoshin Matrix The Hoshin Policy Deployment Template - X-Matrix supports strategy development with X-Matrices to capture objectives, third-level matrices for detailed insights, Bowling Chart scorecards to track progress, and A3 reports for action plans. It includes all templates needed for the Hoshin Planning Process.
Meeting Tool The Meeting Tool Template helps team leaders organize productive meetings by managing resources, defining desired outcomes, and ensuring thorough preparation, ultimately enhancing meeting effectiveness.
Mistake Proofing Matrix The Mistake Proofing Matrix, used with the 21 Mistake Proofing Techniques, helps examine systems, match solutions to error types, and eliminate mistakes to boost efficiency.
Mistake Proofing Techniques The 21 Mistake Proofing Techniques, used with the Mistake Proofing Matrix, provide practical methods to examine systems, identify error types, and implement targeted solutions, ensuring mistake elimination and improved efficiency.
Poke Yoke Solution Selection Matrix Same as Mistake Proofing Matrix
Prioritization Matrix The Prioritization Matrix helps select and rank Lean Six Sigma projects, ensuring leaders use resources effectively for the best results.
Process Management Assessment Tool The Process Management Assessment Tool helps manage and monitor business processes by evaluating key areas like customer insight, process understanding, standardization, and more.
Project Selection List The Project Selection List helps to prioritize projects and project ideas based on a number of criteria.
Pugh Matrix The Pugh Matrix enables impartial evaluation of design concepts, assessing them objectively against unbiased outcomes while aligning performance and perception with your design goals.
Resistance Diagnosis The Resistance Diagnosis Worksheet helps identify and analyze stakeholder resistance, offering insights to address concerns and ensure smoother project implementation.
Score Event Charter SCORE is the Lean Methods Group's framework for executing Kaizen events, with the event charter serving as a clear tool to communicate the event's goals across the organization after its completion.
Score Event Selection Criteria Matrix The SCORE Event Selection Criteria matrix, part of the Lean Methods Group's methodology for Kaizen events, enables teams to quantitatively evaluate and rank events, ensuring focused prioritization for future implementation.
Score Event Team Leader Selection Criteria Matrix The SCORE Team Leader Selection Criteria template, part of the Lean Methods Group's methodology for Kaizen events, helps businesses evaluate and select the best team leaders through a quantitative approach, driving successful projects with measurable outcomes.
Stakeholder Analysis Toolkit The Stakeholder Analysis tool helps you understand stakeholder perspectives on change, enabling effective responses. It includes templates for a Power Influence Map, Leverage Matrix, and Action Plan to streamline progress and highlight key insights.

TOOL / TEMPLATEDESCRIPTION
Brainwriting 6-3-5 The Brainwriting 6-3-5 template fosters equal ideation by allowing all team members to contribute their ideas independently, minimizing dominance and encouraging participation regardless of status.
Cause And Effect Diagram A Cause and Effect Diagram, or fishbone diagram, helps identify and organize possible causes of performance issues. Its clear, fishbone-like structure makes it easy to pinpoint factors affecting processes, products, or services.
Cause And Effect Matrix A Cause and Effect Matrix helps identify and prioritize potential causes of issues by evaluating the impact of various factors on outcomes. Its matrix format makes it simple to compare and focus on the most critical factors.
Control Plan A Control Plan template summarizes key control activities in a process. It helps process owners maintain and sustain improvements achieved through Lean Six Sigma projects, providing a clear framework for essential controls.
Design FMEA A Design FMEA tool identifies and mitigates risks in product design by analyzing potential failures and prioritizing corrective actions.
EPIC Potential Solution Analysis An EPIC Potential Solution Analysis Matrix summarizes and ranks solutions using the Solution Priority Number (SPN), based on impact, ease of implementation, cost, and permanence. It helps decide on the best solution for a problem effectively.
Idea Harvesting TreatmentThe Idea Harvesting and Treatment Tool helps organize and refine ideas to boost yield, improve practicality, and enhance appeal for innovation investors. It evaluates feasibility and identifies constraints like cost, time, resources, or perception to ensure ideas are actionable.
Imaginary Brainstorming The Imaginary Brainstorming Tool sparks creativity by encouraging unconventional thinking to develop breakthrough ideas when pioneering concepts in a specific domain feel out of reach.
Innovation Financial Management The Innovation Financial Management Template improves the assumption-to-knowledge ratio by assessing innovation feasibility early and revisiting assumptions during implementation to ensure ongoing project viability.
Innovation Project Charter The Innovation Project Charter keeps teams focused by defining the project's scope clearly for all stakeholders, helping manage risks by clarifying what the project is and isn’t.
Job Scoping Ensure you focus your innovation strategy effectively by using this tool to broaden or narrow your innovation scope, titleing the opportunity at an actionable level.
Job To Be Done A Job To Be Done tool helps users craft precise JTBD statements by focusing on customer goals and tasks, driving effective product and service development.
Meeting Tool The Meeting Tool Template helps team leaders organize productive meetings by managing resources, defining desired outcomes, and ensuring thorough preparation, ultimately enhancing meeting effectiveness.
Mistake Proofing Matrix The Mistake Proofing Matrix, used with the 21 Mistake Proofing Techniques, helps examine systems, match solutions to error types, and eliminate mistakes to boost efficiency.
Mistake Proofing Techniques The 21 Mistake Proofing Techniques, used with the Mistake Proofing Matrix, provide practical methods to examine systems, identify error types, and implement titleed solutions, ensuring mistake elimination and improved efficiency.
Morphological Matrix The Morphological Matrix helps generate new solutions by combining design options and turning functional needs into design choices, improving design effectiveness.
Nine Windows The Nine Windows tool helps explore opportunities from different angles—present, past, and future—to evaluate how your innovation can be applied.
Poke Yoke Solution Selection Matrix Same as Mistake Proofing Matrix
Prioritization Matrix The Prioritization Matrix helps select and rank Lean Six Sigma projects, ensuring leaders use resources effectively for the best results.
Process Design Analysis TableThe Process Design Analysis Template compares current processes with proposed improvements, tracking metrics like operators, lead time, 5S rating, and more.
Process Management Assessment Tool The Process Management Assessment Tool helps manage and monitor business processes by evaluating key areas like customer insight, process understanding, standardization, and more.
Project Charter The Innovation Project Charter keeps teams focused by defining the project's scope clearly for all stakeholders, helping manage risks by clarifying what the project is and isn’t.
Project Selection List The Project Selection List helps to prioritize projects and project ideas based on a number of criteria.
Prototyping Function Audit The Prototyping Function Audit Worksheet aids in creating fully-functioning prototypes to test and refine designs, commonly used by manufacturers for intricate or costly products, while predicting customer reactions to innovations.
Provocation And Movement The Provocation and Movement tool shatters creative barriers, inspires bold challenges to the norm, and fuels fresh, innovative ideas using a powerful 'What If' mindset.
Pugh Matrix The Pugh Matrix enables impartial evaluation of design concepts, assessing them objectively against unbiased outcomes while aligning performance and perception with your design goals.
SCAMPER SCAMPER sparks creativity with eight essential questions, helping you expand ideas, refine concepts, and stand out in competitive, mature markets with innovative solutions.
Solution Selection Matrix The Solution Selection Matrix helps evaluate solution ideas using key criteria like ease of implementation, permanence, performance impact, and cost-benefit. It provides a simple framework to create a custom ranking matrix for better decisions.
Stakeholder Analysis Toolkit The Stakeholder Analysis tool helps you understand stakeholder perspectives on change, enabling effective responses. It includes templates for a Power Influence Map, Leverage Matrix, and Action Plan to streamline progress and highlight key insights.

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