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Control Phase · DMAIC Template

Results Tracker Template

Track your improvement results over time and confirm that the gains from your project are sustained.

SimplicityHub Results Tracker Template — editable Excel template

What is a Results Tracker Template?

A Results Tracker Template provides a structured table for recording the actual performance of a process against targets, over time, across multiple metrics. It is the primary tool for demonstrating that a project or programme is delivering measurable, sustained results.

When to use a Results Tracker Template

Use it from the Measure phase (to establish baseline results) through to project closure and beyond. Continue updating it for at least 12 months post-implementation to demonstrate sustainability to the sponsor and finance team.

Who should use a Results Tracker Template

  • Black Belts and Green Belts — tracking and reporting project results throughout and after the DMAIC lifecycle
  • Process owners — maintaining the ongoing record of process performance after project handover
  • Finance business partners — validating that financial results are genuine and sustainable before formal sign-off
  • Programme managers — aggregating results across a portfolio to report CI programme impact to leadership

How to use a Results Tracker — step by step

  1. 1
    Define the metrics to track

    List every metric that was defined as a project success measure in the charter. Include financial and non-financial measures.

  2. 2
    Record the baseline for each metric

    Capture the pre-improvement baseline value with the measurement date and data source. This is the reference point for all improvement claims.

  3. 3
    Set the target for each metric

    Record the target agreed in the project charter. Where targets have changed, record both the original and revised target with the reason.

  4. 4
    Update actuals on a defined schedule

    Record actual performance monthly. Use the same data source and measurement method as the baseline.

  5. 5
    Calculate improvement vs baseline and target

    Show both: actual vs baseline (how much has improved) and actual vs target (how close to goal).

  6. 6
    Flag metrics at risk

    Any metric that is not on track for target needs a RAG status and a recovery plan.

  7. 7
    Obtain finance sign-off for financial results

    All hard financial results should be validated by the finance team before being reported externally.

Worked example — Quality Improvement Programme Results

A quality team tracked 6 metrics monthly for 12 months post-implementation — showing sustained improvement in defect rate (4.1% → 0.6%), customer complaints (34 → 4 per month) and rework cost (£47k → £8k per month), all validated by the finance controller.

Worked example — Quality Improvement Programme Results

Common mistakes — and how to avoid them

⚠️

Stopping measurement at project closure. Sustainability is proved over 6–12 months, not at go-live. Continue tracking until the improvement is proven sustainable.

⚠️

Using different measurement methods for before and after. If the method changes, the comparison is invalid. Standardise the method from the start.

⚠️

Tracking outputs instead of outcomes. Activities completed (training delivered, SOPs written) are not results. Results are changes in process performance metrics.

⚠️

Not tracking non-financial results. Defect reduction, lead time improvement and customer satisfaction are real results even if they don't directly reduce cost. Track and report them.

Tips for getting better results

💡

Show trends graphically. A line chart showing 12 months of actuals vs target tells the story far more powerfully than a table of numbers.

💡

Review at every sponsor update. The results tracker should be the first item on every sponsor review agenda. It keeps the focus on outcomes.

💡

Archive with the project closure report. A complete results tracker is a core component of the project closure documentation and a valuable reference for future projects.

Frequently asked questions

What metrics should I track?

The primary metric from your goal statement, plus secondary metrics using the same measurement method as the baseline.

How long should I track?

Minimum three months post-implementation, ideally six to twelve.

Who reviews it?

The process owner regularly. The sponsor should see a monthly summary for the first three to six months.

What if results start to deteriorate?

Investigate immediately. Check controls are being followed and whether any process changes have been made.

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