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Project Templates

Project templates can be used to add templates related to project execution to your active workbook. These templates can be found under Add Templates in the main menu.

The following templates are available within Projects:

Balanced Scorecard

This template can be used to create a balanced scorecard which can in turn be used to monitor key performance indicators on a regular basis.

Benefit Effort Plot

This template can be used to plot various initiatives on a benefit-effort plot with the objective of selecting those initiatives which have the lest effort and the most benefit.

C&E Diagram

This template can be used to create a C&E diagram also known as the fishbone diagram. A fishbone diagram can be used to graphically show the most important causes that impact a particular problem.

C&E Matrix

This template can be used to determine the most important potential causes.

Closure Form

This template can be used to close a project by getting it signed off by key stakeholders.

Control Plan

This template can be used to create a control plan. A control plan is a document that can be used to ensure the long term sustenance of a process.

Design Scorecard

This template can be used to develop a design scorecard which can be used to track the performance of critical to quality indicators over the course of the project.

Financial Report

This template can be used to quantify the financial benefits of any project on both profitability and cash flow.

FMEA Analysis

This template can be used to brainstorm with the team to identify and prioritize risks and take actions to reduce risk for the high risk elements.

Implementation Plan

This template can be used to create a high level implementation plan. An implementation plan addresses the what, when, and who of the solution.

Kano Analysis

This template can be used to create a Kano analysis of a product/service. Based on answers to specific questions, the Kano analysis maps the user needs to basic needs, performance needs, and excitement needs.

Process Map

This template can be used to create a cross-functional map of the process. It can be used to document the current way of working and identify improvement opportunities.

Project Charter

This template can be used to create a charter for a project.

Project Filter

This template can be used to rank different projects and select the right projects for implementation.

Pugh Analysis

This template can be used to select the best possible concept from a range of concepts.

QFD Analysis

This template can be used to translate user needs to the critical to quality factors.

RACI Chart

This template can be used to identify the roles and responsibilities of various stakeholders on a given project so that there is no confusion on who is responsible for what activity.

SIPOC Analysis

This template can be used to create a high level overview of a process by identifying the suppliers, inputs, process steps, outputs, and customers.

Solution Selection Matrix

This template can be used to select the best possible solution ranking using a structured ranking approach.

Tree Diagram

This template can be used to identify the focus of the project and explain the logic of the selection to other stakeholders.