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 pre-register for the upcoming software workspace.

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80+ Templates
Free XLSX downloads
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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 XLSX downloads
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 XLSX downloads
Find what you need
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.

DMAICDefineXLSXBeginner
Best forStarting a structured improvement project with clear ownership and a stronger project foundation.
0 downloads
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.

DMAICDefineXLSXBeginner
Best forQuick process framing before deeper analysis or data collection begins.
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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.

DMAICDefineXLSXBeginner
Best forTurning vague concerns into a properly defined improvement problem.
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Define 04

Goal Statement

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

DMAICDefineXLSXBeginner
Best forCreating clearer, more measurable improvement goals from the start.
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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.

DMAICDefineXLSXPractitioner
Best forGetting stronger sponsorship and clearer rationale behind a project.
0 downloads
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.

DMAICDefineXLSXPractitioner
Best forPlanning change, alignment and communication around the project.
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Define 07

RACI Matrix

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

DMAICDefineXLSXPractitioner
Best forSorting governance, ownership and team expectations early.
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Define 08

Communication Plan

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

DMAICDefineXLSXPractitioner
Best forMaintaining stakeholder confidence and avoiding communication gaps.
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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.

DMAICDefineXLSXPractitioner
Best forReducing surprises and strengthening delivery planning from the outset.
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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.

DMAICDefineXLSXPractitioner
Best forUnderstanding customer requirements and translating them into measurable project needs before moving into measurement.
0 downloads
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.

DMAICMeasureXLSXBeginner
Best forUnderstanding the current process clearly before collecting data or measuring performance.
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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.

DMAICMeasureXLSXBeginner
Best forPlanning structured data gathering so the team measures the right things consistently.
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Measure 03

Operational Definitions

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

DMAICMeasureXLSXBeginner
Best forReducing confusion and making sure performance data is comparable across the team.
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Measure 04

Sampling Plan

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

DMAICMeasureXLSXPractitioner
Best forChoosing a sensible and repeatable way to gather data from larger populations.
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Measure 05

Measurement System Check

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

DMAICMeasureXLSXPractitioner
Best forMaking sure bad measurement systems do not distort the project findings.
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Measure 06

Baseline Metrics

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

DMAICMeasureXLSXBeginner
Best forShowing where the process is today and proving improvement later on.
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Measure 07

Run Chart

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

DMAICMeasureXLSXBeginner
Best forMonitoring simple time-based performance trends before deeper statistical analysis.
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Measure 08

Control Chart

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

DMAICMeasureXLSXPractitioner
Best forUnderstanding variation and deciding whether the process is behaving predictably.
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Measure 09

Process Capability

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

DMAICMeasureXLSXPractitioner
Best forComparing actual process performance against target specifications or requirements.
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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.

DMAICMeasureXLSXPractitioner
Best forSeeing where time is lost and where improvement effort should focus first.
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Measure 11

Measurement Definitions

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

DMAICMeasureXLSXBeginner
Best forRemoving ambiguity in how numbers are collected and understood during the Measure stage.
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Measure 12

Simple Tally Sheet

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

DMAICMeasureXLSXBeginner
Best forCapturing real-time data on the floor or at the desk without needing a complex tool.
0 downloads
DMAIC Analyse stage
Analyse 01

5 Whys

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

DMAICAnalyseXLSXPractitioner
Best forSimple but structured root cause exploration with individuals or teams.
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Analyse 02

Fishbone Diagram

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

DMAICAnalyseXLSXPractitioner
Best forGroup root cause analysis sessions and structured workshop discussion.
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Analyse 03

Pareto Chart

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

DMAICAnalyseXLSXPractitioner
Best forSeparating the vital few causes from the trivial many.
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Analyse 04

Failure Mode Identification

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

DMAICAnalyseXLSXPractitioner
Best forExploring process weaknesses and failure points before solution design.
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Analyse 05

Correlation Analysis

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

DMAICAnalyseXLSXPractitioner
Best forInvestigating possible links between inputs, outputs and performance variation.
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Analyse 06

Hypothesis Testing Planner

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

DMAICAnalyseXLSXPractitioner
Best forMaking data-led cause validation more disciplined and repeatable.
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Analyse 07

Cause Validation Matrix

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

DMAICAnalyseXLSXPractitioner
Best forComparing possible causes systematically before selecting improvement actions.
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Analyse 08

RCA Worksheet

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

DMAICAnalyseXLSXPractitioner
Best forRecording the end-to-end outcome of root cause analysis work clearly.
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Analyse 09

Quick Pareto Log

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

DMAICAnalyseXLSXBeginner
Best forRunning a light-touch 80/20 review without building a full Pareto chart from scratch.
0 downloads
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.

DMAICAnalyseXLSXBeginner
Best forQuick root cause conversations in team huddles or problem-solving sessions.
0 downloads
Analyse 11

Fishbone Starter

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

DMAICAnalyseXLSXBeginner
Best forKicking off root cause discussion when the team needs structure without overhead.
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Analyse 12

Cause Shortlist

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

DMAICAnalyseXLSXBeginner
Best forPrioritising which causes deserve data, testing or deeper investigation.
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Analyse 13

Data Summary Sheet

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

DMAICAnalyseXLSXBeginner
Best forStructuring raw data into a short, readable summary before deeper analysis.
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Analyse 14

Issue Log

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

DMAICAnalyseXLSXBeginner
Best forKeeping a running list of issues raised during investigation so they get resolved or escalated.
0 downloads
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.

DMAICImproveXLSXPractitioner
Best forSelecting the most promising improvement ideas before implementation begins.
0 downloads
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.

DMAICImproveXLSXBeginner
Best forPrioritising actions visually when the team has multiple solution ideas.
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Improve 03

Cost Benefit Analysis

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

DMAICImproveXLSXPractitioner
Best forBuilding a stronger evidence-based case for solution selection and approval.
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Improve 04

Pilot Plan

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

DMAICImproveXLSXPractitioner
Best forReducing rollout risk and learning from a controlled trial first.
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Improve 05

Solution Testing Plan

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

DMAICImproveXLSXPractitioner
Best forMaking solution trials more structured, measurable and objective.
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Improve 06

Change Implementation Plan

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

DMAICImproveXLSXPractitioner
Best forTurning solution design into a practical and controlled implementation plan.
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Improve 07

Risk Mitigation Plan

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

DMAICImproveXLSXPractitioner
Best forReducing avoidable issues during pilot or rollout activity.
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Improve 08

Action Plan

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

DMAICImproveXLSXBeginner
Best forKeeping improvement delivery visible, accountable and on track.
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Improve 09

Change Checklist

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

DMAICImproveXLSXBeginner
Best forMaking sure small improvements land well and do not create knock-on problems.
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Improve 10

Simple Solution List

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

DMAICImproveXLSXBeginner
Best forQuickly lining up improvement options before deciding what to test or implement.
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Improve 11

Quick Win Tracker

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

DMAICImproveXLSXBeginner
Best forCapturing the small wins that build early credibility and engagement in a CI programme.
0 downloads
Improve 12

Stakeholder Feedback Log

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

DMAICImproveXLSXBeginner
Best forMaking sure the voice of the customer shapes improvement work before it goes wider.
0 downloads
Improve 13

Before and After Comparison

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

DMAICImproveXLSXBeginner
Best forProving that an improvement has genuinely moved performance, not just shifted it around.
0 downloads
DMAIC Control stage
Control 01

Control Plan

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

DMAICControlXLSXPractitioner
Best forMaking sure the gains are protected once the project is closed.
0 downloads
Control 02

Standard Operating Procedure

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

DMAICControlXLSXPractitioner
Best forEmbedding improved process steps into everyday work.
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Control 03

Monitoring Dashboard

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

DMAICControlXLSXPractitioner
Best forOngoing visibility of results, compliance and emerging drift.
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Control 04

Audit Checklist

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

DMAICControlXLSXBeginner
Best forSimple process compliance checks after improvements go live.
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Control 05

Sustainability Plan

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

DMAICControlXLSXPractitioner
Best forPreventing backsliding once the project team steps away.
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Control 06

Handover Checklist

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

DMAICControlXLSXBeginner
Best forClosing projects cleanly and avoiding loose ends at transition.
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Control 07

Lessons Learned Log

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

DMAICControlXLSXBeginner
Best forBuilding practical learning into the next improvement cycle.
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Control 08

Project Closure Report

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

DMAICControlXLSXPractitioner
Best forDocumenting the final status of the work and handing it over with clarity.
0 downloads
Control 09

Results Tracker

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

DMAICControlXLSXBeginner
Best forPost-implementation monitoring during the Control stage of DMAIC.
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Control 10

Daily Check Sheet

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

DMAICControlXLSXBeginner
Best forEmbedding simple daily routines that keep the new standard in place.
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Control 11

Escalation Guide

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

DMAICControlXLSXBeginner
Best forKeeping response times tight and accountability clean during business as usual.
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Control 12

Project Summary One-Pager

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

DMAICControlXLSXBeginner
Best forHanding over a project confidently and showing leaders the value of the work.
0 downloads
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.

LeanFlowXLSXPractitioner
Best forFinding the true constraint in a process before making changes that may not improve overall performance.
0 downloads
Flow & Efficiency 02

Capacity Planning Sheet

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

LeanFlowXLSXPractitioner
Best forMatching workload to available capacity and improving planning accuracy.
0 downloads
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.

LeanFlowXLSXPractitioner
Best forUnderstanding process speed and identifying where time is lost.
0 downloads
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.

LeanFlowXLSXPractitioner
Best forSetting the right operating rhythm and avoiding overproduction.
0 downloads
Flow & Efficiency 05

Throughput Tracker

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

LeanFlowXLSXPractitioner
Best forMonitoring performance trends and verifying improvement impact.
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Flow & Efficiency 06

Workload Balancing Sheet

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

LeanFlowXLSXPractitioner
Best forImproving flow efficiency and reducing bottlenecks caused by uneven workload.
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Flow & Efficiency 07

Process Flow Checklist

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

LeanFlowXLSXBeginner
Best forReviewing flow during a walkthrough, VSM exercise or process health check.
0 downloads
Flow & Efficiency 08

Wait Time Tracker

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

LeanFlowXLSXBeginner
Best forExposing queue time and handoff delays that usually dominate lead time.
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Flow & Efficiency 09

Simple Cycle Time Log

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

LeanFlowXLSXBeginner
Best forGetting a quick, honest read on how long work really takes in practice.
0 downloads
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.

LeanOperationsXLSXBeginner
Best forChecking how well workplace organisation standards are being maintained over time.
0 downloads
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.

LeanOperationsXLSXBeginner
Best forIdentifying waste in day-to-day operations before improvement actions are prioritised.
0 downloads
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.

LeanOperationsXLSXPractitioner
Best forKeeping improvement activity visible and making sure ideas turn into completed actions.
0 downloads
Lean Operations 04

Daily Management Board

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

LeanOperationsXLSXPractitioner
Best forRunning short daily management routines that keep performance and problem-solving visible.
0 downloads
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.

LeanOperationsXLSXPractitioner
Best forMaking workplace walks more focused, repeatable and useful for real operational improvement.
0 downloads
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.

LeanOperationsXLSXPractitioner
Best forOrganising improvement workshops that are structured, practical and easier to execute well.
0 downloads
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.

LeanOperationsXLSXBeginner
Best forCapturing operational reality before designing changes or jumping to conclusions.
0 downloads
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.

LeanOperationsXLSXPractitioner
Best forBuilding consistency into routine work and making training easier to support.
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Lean Operations 09

Visual Management Board

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

LeanOperationsXLSXPractitioner
Best forCreating visible daily control and making team communication more immediate and practical.
0 downloads
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.

LeanOperationsXLSXBeginner
Best forFinding waste during process reviews, workplace walks and day-to-day improvement activity.
0 downloads
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.