Project templates

[Project name] Executive Summary
3 to 4 bullets that summarize the business case, underline key points
Example 1: Maintenance for part x requires y hrs of downtime costing the company Z in lost production
[project headline, 5 words to summarize the project goal]
Benefits
Qualitative Benefits:
Cost savings:
[Yr 1]
[Yr 2]
[Yr 3]
xx
xx
xx
XXXX
Project Costs:
xx
xx
xx
XXXX
Cost avoidance:
xx
xx
xx
XXXX
Timeline
Date
Milestone
XXX XXXXXX
XXX XXXXXX

[Project Name] Charter
[project lead]
Problem Statement:
Project Scope:
In Scope:
Out of Scope:
Business Case
Measurements
XXXXX
Before:
After:
Defect Definition: xxxxxxxxxxxxxxxxxxxxxxxx
Xx
Xx
Timeline
Date
Milestone
XXX XXXXXX
XXX XXXXXX
Project Opportunity
Current Scope:
Cost of Process
Before:
After:
Xx
Xx
Translation Opportunity:
Cost of Process
Xx
Xx
If this project was implemented across the company in like areas (ex. Similar machines, similar processes for sales) What would the benefit be

[Project Name] Team
[project lead
Name
Project Champion
Name
[Position]
Name
[Position]
Name
[Position]
Steering Committee]
Name
Project Leader
Core Team
As Needed Support/
Functional Experts
Name
position
Function name
Name
position
Name
position
Name
position
Function name
Name
position
Name
position
Name
position
Function name
Name
position
Name
position
Name
position
Function name
Name
position
Name
position
Name
position
Function name
Name
position
Name
position
Name
position
Function name
Name
position
Name
position
__________
Name
Master Black belt
__________
Name
Finance
Representative

[Project Name] Plan
[project lead]
Insert Specific Project Time line

[Project Name] Communication Plan
[project lead]

[Project Name] SIPOC
[project lead]
Supplier
Input
Process
Output
Customer
Template extracted from Moresteam.com. All Rights Reserved.

[Project Name] High-level Pareto Chart
[project lead]

[Project Name] Data Collection Plan
[project lead]
Data Collection Goal:
Operational Definitions:
Data Collection Plan:
(Detail the Who, What, When, and How)

[Project Name] FMEA
[project lead]

[Project Name] Fishbone
[project lead]
Human
Machines
Materials
Methods
Measurements
Mother Nature
Cause-and-Effect Diagram
Measurable Undesirable Effect
Insert Minitab Cause-and-Effect Diagram

[Project Name] Process Analysis
[project lead]
Insert additional process Analysis tools

[Project Name] Action Plan
[project lead]

[Project Name] Process Changes
[project lead]
As is Process [name]
x
x
x
x
x
x
x
“To Be” Process [name]
x
New Step
x
x
x
If applicable detail any process changes
X
X
X

Define Tollgate
[project lead]
1 page to summary of define phase, to be used in the project tollgate to move to Measure Phase.
Include plans for testing plans, include key learnings and plans for the next phase of the project
Key Findings From Define Phase:
Measure Proposal
4- 5 bullets documenting plans for Measure phase
4 – 5 bullets summarizing findings
Benefits
Qualitative Benefits:
Cost savings:
[Yr 1]
[Yr 2]
[Yr 3]
xx
xx
xx
XXXX
Project Costs:
xx
xx
xx
XXXX
Cost avoidance:
xx
xx
xx
XXXX
Timeline for Measure Phase:
Date
Milestone
XXX XXXXXX
XXX XXXXXX
Revisit, mark adjustments

[Project Name] Project Status Update
[project lead]
Planned Actions: Next 7 Days
Key Actions: Last 7 days
Project Risks:
Low Risk
Low Impact
High Risk
High Impact
This area is only for high impact risks where you need additional support

[Project Name] Measure Summary
[project lead]
Create a summary of the actions taken

[Project Name] Measure Tollgate
[project lead]
1 page to summary of Measure phase, to be used in the project tollgate to move to Analyze Phase.
Include Plans for implementation of standard operating procedures, incorporation into existing excellence programs, updated training documents, etc
(insert Minitab )
Key Learnings from Measure:
Proposal for Analyize Phase:
Timeline for Analyze Phase:
Proposed Process Changes:
Detail any process changes, or impact to the current process

[Project Name] Analyze Tollgate
[project lead]
1 page to summary of Analyze phase, to be used in the project tollgate to move to Improve Phase.
Include Plans for implementation of standard operating procedures, incorporation into existing excellence programs, updated training documents, etc
(insert Minitab )
Key Learnings from Analyze:
Proposal for Improve Phase:
Timeline for Improve Phase:
Proposed Process Changes:
Detail any process changes, or impact to the current process

[Project Name] Improve Tollgate
[project lead]
1 page to summary of Improve phase, to be used in the project tollgate to move to Control Phase.
Include Plans for implementation of standard operating procedures, incorporation into existing excellence programs, updated training documents, etc
(insert Minitab )
Key Learnings from Improve:
Proposal for Control Phase:
Timeline for Control Phase:
Proposed Process Changes:
Detail any process changes, or impact to the current process

[Project Name] Process Control
[project lead]
Show proof of process control through control charts

[Project Name] Control Plan Tollgate
[project lead]

[Project Name] Control Tollgate
[project lead]
1 page to summary of Check phase, to be used in the project tollgate to move to “act” Phase.
Include Plans for implementation of standard operating procedures, incorporation into existing excellence programs, updated training documents, etc
Evidence of control
(insert Minitab control chart)
Evidence of Control:
Control Plan Actions:
Update to Standard Operating Procedure
Training document update
Incorporate into VOP, WCCP program
Timeline for Implementation:
Key Process Changes:
Detail any process changes, or impact to the current process

[Project name] Conclusion
3 to 4 bullets that summarize action taken & Problem Solved
[project headline, 5 words to summarize the project goal]
Benefits
Qualitative Benefits:
Cost savings:
[Yr 1]
[Yr 2]
[Yr 3]
xx
xx
xx
XXXX
Project Costs:
xx
xx
xx
XXXX
Cost avoidance:
xx
xx
xx
XXXX
Timeline
Date
Milestone
XXX XXXXXX
XXX XXXXXX