Home Software Templates Calculators Academy Videos About Contact Login
Templates

Free templates.
Built to be used.

A growing library of practical templates with completed examples, designed to simplify improvement work and bring more structure to delivery. Start with free resources, use what helps, and see what software we offer.

simplicityhub.co.uk/templates
80+ Templates
Free downloads, multiple formats
100% With examples
Always growing

Every template includes a completed example so you can see exactly how it should be used in practice.

Project Charter
Define scope and ownership
SIPOC Template
Map process boundaries
5 Whys
Root cause analysis
Pareto Chart
Prioritise biggest causes
Control Plan
Sustain improvements
80+ Templates
Free downloads, multiple formats
Project Charter
Define scope and ownership
SIPOC Template
Map process boundaries
5 Whys
Root cause analysis
Pareto Chart
Prioritise biggest causes
Control Plan
Sustain improvements
80+ Templates
Free downloads, multiple formats
Find what you need
Most popular templates

Built for real work in operations, quality, and business improvement.

SIPOC Template Process Map Control Plan Pareto Chart Action Plan Daily Management Board
DMAIC Define stage

Define 01

Project Charter

Set the project up properly with scope, objectives, stakeholders, measures, risks and ownership in one practical working template.

DMAICDefineBeginner
Best forStarting a structured improvement project with clear ownership and a stronger project foundation.
Was this useful?
A user requested this, so we built it — "MAKING THINGS SIMPLE"
Define 02

SIPOC Template

Map suppliers, inputs, process, outputs and customers at a high level so the team can align on what the process actually covers.

DMAICDefineBeginner
Best forQuick process framing before deeper analysis or data collection begins.
Was this useful?
Define 03

Problem Statement

Write the problem clearly and factually so the team understands what is happening, where it is happening and why it matters.

DMAICDefineBeginner
Best forTurning vague concerns into a properly defined improvement problem.
Was this useful?
Define 04

Goal Statement

Translate the project objective into a measurable target with timing, baseline and intended outcome so success is easier to judge.

DMAICDefineBeginner
Best forCreating clearer, more measurable improvement goals from the start.
Was this useful?
Define 05

Business Case

Set out the reason for doing the work, expected benefits, strategic fit and value case in a format that supports better decision-making.

DMAICDefinePractitioner
Best forGetting stronger sponsorship and clearer rationale behind a project.
Was this useful?
Define 06

Stakeholder Analysis

Identify who matters, what they care about, how influential they are and what level of engagement is needed to move the work forward.

DMAICDefinePractitioner
Best forPlanning change, alignment and communication around the project.
Was this useful?
A user requested this, so we built it — "MAKING THINGS SIMPLE"
Define 07

RACI Matrix

Clarify who is responsible, accountable, consulted and informed so project activity is cleaner and role confusion is reduced.

DMAICDefinePractitioner
Best forSorting governance, ownership and team expectations early.
Was this useful?
A user requested this, so we built it — "MAKING THINGS SIMPLE"
Define 08

Communication Plan

Plan what gets communicated, to whom, when and by whom so the project keeps people informed without creating noise.

DMAICDefinePractitioner
Best forMaintaining stakeholder confidence and avoiding communication gaps.
Was this useful?
Define 09

Project Risk Assessment

Capture delivery risks, likely issues, mitigation actions and owners so the team can manage threats before they slow the project down.

DMAICDefinePractitioner
Best forReducing surprises and strengthening delivery planning from the outset.
Was this useful?
Define 10

Voice of the Customer (VOC)

Capture customer needs, expectations and feedback in a structured way so the team can align improvement work to what really matters to users and stakeholders.

DMAICDefinePractitioner
Best forUnderstanding customer requirements and translating them into measurable project needs before moving into measurement.
Was this useful?
DMAIC Measure stage
Measure 01

Process Map

Visualise the current process flow step by step so the team can understand how work actually moves through the process today.

DMAICMeasureBeginner
Best forUnderstanding the current process clearly before collecting data or measuring performance.
Was this useful?
Measure 02

Data Collection Plan

Define what data will be collected, where it comes from, who collects it and how often it should be captured.

DMAICMeasureBeginner
Best forPlanning structured data gathering so the team measures the right things consistently.
Was this useful?
Measure 03

Operational Definitions

Create clear shared definitions so everyone records, interprets and measures the data in the same way.

DMAICMeasureBeginner
Best forReducing confusion and making sure performance data is comparable across the team.
Was this useful?
Measure 04

Sampling Plan

Set the sample size, selection method and collection frequency so your data is reliable without overcomplicating the work.

DMAICMeasurePractitioner
Best forChoosing a sensible and repeatable way to gather data from larger populations.
Was this useful?
A user requested this, so we built it — "MAKING THINGS SIMPLE"
Measure 05

Measurement System Check

Check that your measurement method is stable, repeatable and trustworthy before using the results for analysis.

DMAICMeasurePractitioner
Best forMaking sure bad measurement systems do not distort the project findings.
Was this useful?
Measure 06

Baseline Metrics

Capture the current level of performance before changes are made so the project has a clear starting point.

DMAICMeasureBeginner
Best forShowing where the process is today and proving improvement later on.
Was this useful?
A user requested this, so we built it — "MAKING THINGS SIMPLE"
Measure 07

Run Chart

Track performance over time to spot trends, shifts and emerging patterns in process results.

DMAICMeasureBeginner
Best forMonitoring simple time-based performance trends before deeper statistical analysis.
Was this useful?
A user requested this, so we built it — "MAKING THINGS SIMPLE"
Measure 08

Control Chart

Monitor process stability and distinguish common cause variation from signals that something unusual is happening.

DMAICMeasurePractitioner
Best forUnderstanding variation and deciding whether the process is behaving predictably.
Was this useful?
Measure 09

Process Capability

Assess whether the process can consistently perform within the required limits or customer expectations.

DMAICMeasurePractitioner
Best forComparing actual process performance against target specifications or requirements.
Was this useful?
Measure 10

Value Stream Map

Map the end-to-end flow including process time, waiting and waste so the team can see the system more clearly.

DMAICMeasurePractitioner
Best forSeeing where time is lost and where improvement effort should focus first.
Was this useful?
A user requested this, so we built it — "MAKING THINGS SIMPLE"
Measure 11

Measurement Definitions

Define how each measure is calculated, captured and reported so data is collected consistently across the team.

DMAICMeasureBeginner
Best forRemoving ambiguity in how numbers are collected and understood during the Measure stage.
Was this useful?
Measure 12

Simple Tally Sheet

Count occurrences of issues, defects or events quickly with a clean, printable tally layout.

DMAICMeasureBeginner
Best forCapturing real-time data on the floor or at the desk without needing a complex tool.
Was this useful?
DMAIC Analyse stage
Analyse 01

5 Whys

Identify root causes by repeatedly asking why the problem occurs until the underlying issue becomes clearer.

DMAICAnalysePractitioner
Best forSimple but structured root cause exploration with individuals or teams.
Was this useful?
Analyse 02

Fishbone Diagram

Structure possible causes into logical categories so teams can analyse problems more thoroughly and avoid shallow assumptions.

DMAICAnalysePractitioner
Best forGroup root cause analysis sessions and structured workshop discussion.
Was this useful?
Analyse 03

Pareto Chart

Prioritise the biggest contributors to the problem so effort is focused on the causes with the greatest impact.

DMAICAnalysePractitioner
Best forSeparating the vital few causes from the trivial many.
Was this useful?
Analyse 04

Failure Mode Identification

Identify where the process can fail and what the likely effects are so risks and weaknesses are exposed early.

DMAICAnalysePractitioner
Best forExploring process weaknesses and failure points before solution design.
Was this useful?
Analyse 05

Correlation Analysis

Assess whether variables appear to move together so suspected relationships can be explored using evidence.

DMAICAnalysePractitioner
Best forInvestigating possible links between inputs, outputs and performance variation.
Was this useful?
A user requested this, so we built it — "MAKING THINGS SIMPLE"
Analyse 06

Hypothesis Testing Planner

Plan the right statistical test, data requirements and decision logic before running formal analysis.

DMAICAnalysePractitioner
Best forMaking data-led cause validation more disciplined and repeatable.
Was this useful?
A user requested this, so we built it — "MAKING THINGS SIMPLE"
Analyse 07

Cause Validation Matrix

Test suspected causes against available evidence so the team can separate assumptions from validated drivers.

DMAICAnalysePractitioner
Best forComparing possible causes systematically before selecting improvement actions.
Was this useful?
Analyse 08

RCA Worksheet

Document structured root cause analysis findings, evidence and validated conclusions in one place.

DMAICAnalysePractitioner
Best forRecording the end-to-end outcome of root cause analysis work clearly.
Was this useful?
A user requested this, so we built it — "MAKING THINGS SIMPLE"
Analyse 09

Quick Pareto Log

Capture and rank the most frequent issues fast so the team can focus on the biggest contributors first.

DMAICAnalyseBeginner
Best forRunning a light-touch 80/20 review without building a full Pareto chart from scratch.
Was this useful?
A user requested this, so we built it — "MAKING THINGS SIMPLE"
Analyse 10

Simple 5 Whys Worksheet

Work through a problem one "why" at a time to move past symptoms and land on a real root cause.

DMAICAnalyseBeginner
Best forQuick root cause conversations in team huddles or problem-solving sessions.
Was this useful?
Analyse 11

Fishbone Starter

A lightweight fishbone layout to brainstorm possible causes across people, process, equipment, materials and environment.

DMAICAnalyseBeginner
Best forKicking off root cause discussion when the team needs structure without overhead.
Was this useful?
Analyse 12

Cause Shortlist

Narrow a long list of possible causes down to the few most likely drivers so analysis effort is focused.

DMAICAnalyseBeginner
Best forPrioritising which causes deserve data, testing or deeper investigation.
Was this useful?
A user requested this, so we built it — "MAKING THINGS SIMPLE"
Analyse 13

Data Summary Sheet

Pull together key figures, averages and ranges in one place so patterns and outliers are easier to spot.

DMAICAnalyseBeginner
Best forStructuring raw data into a short, readable summary before deeper analysis.
Was this useful?
Analyse 14

Issue Log

Track ongoing issues, their status, owners and impact so nothing gets lost during analysis and problem-solving.

DMAICAnalyseBeginner
Best forKeeping a running list of issues raised during investigation so they get resolved or escalated.
Was this useful?
DMAIC Improve stage
Improve 01

Solution Prioritisation Matrix

Compare solution options systematically so the team can focus on the actions with the strongest overall case.

DMAICImprovePractitioner
Best forSelecting the most promising improvement ideas before implementation begins.
Was this useful?
Improve 02

Impact vs Effort Matrix

Sort possible improvements by likely value and delivery effort so quick wins and bigger bets are easier to see.

DMAICImproveBeginner
Best forPrioritising actions visually when the team has multiple solution ideas.
Was this useful?
A user requested this, so we built it — "MAKING THINGS SIMPLE"
Improve 03

Cost Benefit Analysis

Weigh likely costs against expected gains so proposed solutions can be justified more clearly.

DMAICImprovePractitioner
Best forBuilding a stronger evidence-based case for solution selection and approval.
Was this useful?
Improve 04

Pilot Plan

Plan how the change will be tested on a smaller scale before broader rollout begins.

DMAICImprovePractitioner
Best forReducing rollout risk and learning from a controlled trial first.
Was this useful?
Improve 05

Solution Testing Plan

Set out what will be tested, how success will be judged and what evidence will be reviewed.

DMAICImprovePractitioner
Best forMaking solution trials more structured, measurable and objective.
Was this useful?
Improve 06

Change Implementation Plan

Plan the rollout activity, owners, timing and dependencies needed to move the change into practice.

DMAICImprovePractitioner
Best forTurning solution design into a practical and controlled implementation plan.
Was this useful?
Improve 07

Risk Mitigation Plan

Capture implementation risks, prevention actions and contingency steps before changes are introduced.

DMAICImprovePractitioner
Best forReducing avoidable issues during pilot or rollout activity.
Was this useful?
Improve 08

Action Plan

Break the agreed improvements into practical actions, owners and due dates so delivery is easier to manage.

DMAICImproveBeginner
Best forKeeping improvement delivery visible, accountable and on track.
Was this useful?
Improve 09

Change Checklist

Run through the key steps needed to plan, test and deploy a change safely without missing anything.

DMAICImproveBeginner
Best forMaking sure small improvements land well and do not create knock-on problems.
Was this useful?
Improve 10

Simple Solution List

Capture candidate solutions with their expected impact and effort so the team can compare and choose.

DMAICImproveBeginner
Best forQuickly lining up improvement options before deciding what to test or implement.
Was this useful?
Improve 11

Quick Win Tracker

Log fast, low-risk improvements and track them through to completion so momentum stays visible.

DMAICImproveBeginner
Best forCapturing the small wins that build early credibility and engagement in a CI programme.
Was this useful?
Improve 12

Stakeholder Feedback Log

Record feedback from users, customers and stakeholders during pilots or change roll-outs in one clear log.

DMAICImproveBeginner
Best forMaking sure the voice of the customer shapes improvement work before it goes wider.
Was this useful?
Improve 13

Before and After Comparison

Compare key metrics and process behaviour before and after a change to show the real impact clearly.

DMAICImproveBeginner
Best forProving that an improvement has genuinely moved performance, not just shifted it around.
Was this useful?
DMAIC Control stage
Control 01

Control Plan

Set out how the improved process will be monitored, owned and kept under control after implementation.

DMAICControlPractitioner
Best forMaking sure the gains are protected once the project is closed.
Was this useful?
Control 02

Standard Operating Procedure

Document the agreed standard way of working so the process is carried out consistently after the change.

DMAICControlPractitioner
Best forEmbedding improved process steps into everyday work.
Was this useful?
Control 03

Monitoring Dashboard

Track key control measures in one place so performance can be reviewed quickly and regularly.

DMAICControlPractitioner
Best forOngoing visibility of results, compliance and emerging drift.
Was this useful?
Control 04

Audit Checklist

Use a structured checklist to check whether the new process is being followed as intended.

DMAICControlBeginner
Best forSimple process compliance checks after improvements go live.
Was this useful?
Control 05

Sustainability Plan

Plan the activity needed to keep the gains in place over time, including ownership, review and reinforcement.

DMAICControlPractitioner
Best forPreventing backsliding once the project team steps away.
Was this useful?
Control 06

Handover Checklist

Make sure everything needed for handover is complete before the project responsibility transfers to the process owner.

DMAICControlBeginner
Best forClosing projects cleanly and avoiding loose ends at transition.
Was this useful?
Control 07

Lessons Learned Log

Capture what worked, what did not and what should be repeated or avoided in future projects.

DMAICControlBeginner
Best forBuilding practical learning into the next improvement cycle.
Was this useful?
Control 08

Project Closure Report

Summarise the project outcome, control arrangements and final conclusions at the point of closure.

DMAICControlPractitioner
Best forDocumenting the final status of the work and handing it over with clarity.
Was this useful?
A user requested this, so we built it — "MAKING THINGS SIMPLE"
Control 09

Results Tracker

Track the sustained performance of a change over time so improvement gains do not quietly slip backwards.

DMAICControlBeginner
Best forPost-implementation monitoring during the Control stage of DMAIC.
Was this useful?
Control 10

Daily Check Sheet

Run short, consistent daily checks on the things that matter most so problems surface early.

DMAICControlBeginner
Best forEmbedding simple daily routines that keep the new standard in place.
Was this useful?
Control 11

Escalation Guide

Make clear what gets escalated, to whom and when so issues are handled at the right level quickly.

DMAICControlBeginner
Best forKeeping response times tight and accountability clean during business as usual.
Was this useful?
Control 12

Project Summary One-Pager

Summarise the project, outcome, key learnings and sustained impact on a single, shareable page.

DMAICControlBeginner
Best forHanding over a project confidently and showing leaders the value of the work.
Was this useful?
Lean — Flow & Efficiency
Flow & Efficiency 01

Bottleneck Analysis

Identify the constraint that limits process performance and understand where flow slows down so improvement effort can be focused in the right place.

LeanFlowPractitioner
Best forFinding the true constraint in a process before making changes that may not improve overall performance.
Was this useful?
Flow & Efficiency 02

Capacity Planning Sheet

Calculate available capacity against demand so teams can plan resources realistically and avoid overload or under-utilisation.

LeanFlowPractitioner
Best forMatching workload to available capacity and improving planning accuracy.
Was this useful?
Flow & Efficiency 03

Lead Time Calculator

Measure the total time taken for work to move from start to completion so delays and waiting time can be clearly understood.

LeanFlowPractitioner
Best forUnderstanding process speed and identifying where time is lost.
Was this useful?
Flow & Efficiency 04

Takt Time Calculator

Calculate the pace required to meet customer demand so production and service delivery can be balanced against real demand levels.

LeanFlowPractitioner
Best forSetting the right operating rhythm and avoiding overproduction.
Was this useful?
Flow & Efficiency 05

Throughput Tracker

Track output over time to monitor performance stability and understand whether changes are improving flow.

LeanFlowPractitioner
Best forMonitoring performance trends and verifying improvement impact.
Was this useful?
Flow & Efficiency 06

Workload Balancing Sheet

Distribute work evenly across people or steps so the process runs more smoothly and waiting time is reduced.

LeanFlowPractitioner
Best forImproving flow efficiency and reducing bottlenecks caused by uneven workload.
Was this useful?
Flow & Efficiency 07

Process Flow Checklist

Check that a process flows cleanly from step to step with no avoidable stops, queues or rework.

LeanFlowBeginner
Best forReviewing flow during a walkthrough, VSM exercise or process health check.
Was this useful?
Flow & Efficiency 08

Wait Time Tracker

Capture where and how long work waits between steps so hidden delay becomes visible.

LeanFlowBeginner
Best forExposing queue time and handoff delays that usually dominate lead time.
Was this useful?
Flow & Efficiency 09

Simple Cycle Time Log

Record cycle times for a process step over several runs so variation and typical performance are clear.

LeanFlowBeginner
Best forGetting a quick, honest read on how long work really takes in practice.
Was this useful?
Lean — Lean Operations
Lean Operations 01

5S Audit Sheet

Audit workplace organisation against 5S principles so teams can sustain cleaner, safer and more efficient working environments.

LeanOperationsBeginner
Best forChecking how well workplace organisation standards are being maintained over time.
Was this useful?
A user requested this, so we built it — "MAKING THINGS SIMPLE"
Lean Operations 02

8 Wastes Assessment

Review a process against the eight wastes of Lean so teams can spot inefficiency, delay and unnecessary effort more consistently.

LeanOperationsBeginner
Best forIdentifying waste in day-to-day operations before improvement actions are prioritised.
Was this useful?
A user requested this, so we built it — "MAKING THINGS SIMPLE"
Lean Operations 03

Continuous Improvement Log

Capture improvement ideas, actions, ownership and progress in one place so operational improvement work is easier to track and review.

LeanOperationsPractitioner
Best forKeeping improvement activity visible and making sure ideas turn into completed actions.
Was this useful?
Lean Operations 04

Daily Management Board

Structure daily operational review conversations around performance, issues, actions and accountability so teams stay aligned and responsive.

LeanOperationsPractitioner
Best forRunning short daily management routines that keep performance and problem-solving visible.
Was this useful?
Lean Operations 05

Gemba Walk Checklist

Guide structured observation at the place where work happens so leaders and teams can see issues, barriers and opportunities first-hand.

LeanOperationsPractitioner
Best forMaking workplace walks more focused, repeatable and useful for real operational improvement.
Was this useful?
Lean Operations 06

Kaizen Event Planner

Plan focused improvement events with clear objectives, timings, responsibilities and follow-up so Kaizen activity leads to measurable change.

LeanOperationsPractitioner
Best forOrganising improvement workshops that are structured, practical and easier to execute well.
Was this useful?
Lean Operations 07

Process Observation Sheet

Record what is seen during process observation so teams can document variation, delays, rework and issues in a structured way.

LeanOperationsBeginner
Best forCapturing operational reality before designing changes or jumping to conclusions.
Was this useful?
Lean Operations 08

Standard Work Template

Define the agreed best current method for completing a task so work is carried out more consistently, safely and efficiently.

LeanOperationsPractitioner
Best forBuilding consistency into routine work and making training easier to support.
Was this useful?
A user requested this, so we built it — "MAKING THINGS SIMPLE"
Lean Operations 09

Visual Management Board

Make performance, priorities, actions and issues visible at a glance so operational control becomes easier and communication improves.

LeanOperationsPractitioner
Best forCreating visible daily control and making team communication more immediate and practical.
Was this useful?
Lean Operations 10

Waste Identification Checklist

Use a practical checklist to spot non-value-added activity across a process so teams can identify improvement opportunities more quickly.

LeanOperationsBeginner
Best forFinding waste during process reviews, workplace walks and day-to-day improvement activity.
Was this useful?
More coming

More templates on the way

The SimplicityHub template library is growing. Got a specific template or resource you need? Let us know and we will add it to the roadmap.

Template guidance

Use the right template at the right stage

SimplicityHub templates are designed to support practical Lean Six Sigma, continuous improvement, quality, and operational excellence work. Each template includes a completed example so you can see how it should be used before applying it to your own project.

Start with the problem

Use project charters, SIPOC, VOC, CTQ and problem definition templates to clarify the issue, scope the work and agree what success looks like.

Analyse the process

Use process maps, waste walks, data collection plans, Pareto analysis, root cause tools and capability templates to understand where performance is being lost.

Control the improvement

Use action plans, control plans, audit checklists, standard work and handover templates to lock in the improvement and make the change sustainable.

Learning paths

Templates that support your Lean Six Sigma training

These free templates can be used alongside SimplicityHub Academy courses. Yellow Belt learners can use them to understand improvement basics, Green Belt learners can apply them through DMAIC projects, and Black Belt learners can use them to structure more advanced analysis and delivery.

Template FAQs

Frequently asked questions

Are the templates free to download?

Yes. The templates are free to download and use. They are designed to make improvement work easier without needing specialist software or a paid tool just to get started.

Do the templates include examples?

Yes. Each template includes a completed example so you can understand how the document should be used before applying it to your own process, team or project.

Which template should I start with?

For a new improvement project, start with a project charter, SIPOC, problem statement or VOC template. These help define the issue, align stakeholders and keep the work focused.

Can these templates support Lean Six Sigma projects?

Yes. The library includes templates commonly used across Define, Measure, Analyse, Improve and Control, including project charters, process maps, root cause tools, control plans and action trackers.

Are the templates suitable for work projects?

Yes. The templates are built for practical business improvement, quality, operations and continuous improvement work. They can be adapted for manufacturing, service, healthcare, logistics and office-based processes.

Do I need to be trained in Lean Six Sigma to use them?

No. The examples are designed to make the templates easy to follow. If you want more structure, the Yellow, Green and Black Belt courses explain how the tools fit into wider improvement projects.

Can I request a template?

Yes — absolutely. We actively build new templates based on real user needs. If you can't find what you're looking for, scroll to the bottom of the page and use the Request a template option in the More templates on the way section. You can also explore our calculators if a quick calculation would help solve the problem.

Newsletter

Want some insight?

Sign up here.