Project templates can be used to add templates related to project execution to your active workbook. These templates can help deploy different tools
and methods on projects for successful project completion and delivering benefits to the firm.
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.
Cause and Effect > 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.
Cause and Effect > 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.
Check Sheet
This template can be used to create a check sheet which can be used to collect data at any point in the process to identify problems using facts/data.
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.
Failure Analysis > Fault Tree Analysis
Fault Tree Analysis (FTA) is a top-down, deductive failure analysis in which an undesired state of a system is analyzed
using Boolean logic to combine a series of lower-level elements.
Failure Analysis > FMEA
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.
Financial Benefits
This template can be used to quantify the financial benefits of any project on both profitability and cash flow.
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.
Mapping Tools > 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.
Mapping Tools > Relationship Diagram
This template can be used to create a relationship diagram which can be used to graphically
show the relationship between causes and effects. This diagram can be used to determine the
most important cause.
Meeting Minutes
This template can be used to capture the minutes of a meeting and any actions/agreements between the team members. It can be
used to communicate and keep stakeholders informed on project progress.
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.
Project Plans > GANTT Charts
GANTT chart is a type of chart that illustrates the breakdown of a project into its component tasks. It shows time in an
explicit and linear fashion with all tasks visible and deadlines shown along with project progress.
Project Plans > 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.
QFD Analysis
This template can be used to translate user needs to the critical to quality factors.
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 > Pugh Analysis
This template can be used to select the best possible concept from a range of concepts.
Solution Selection > Solution 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.
TRIZ Analysis
TRIZ is a problem-solving tool derived from the study of patterns of invention in the global patent literature.
This template can be used to help users apply these principles to develop innovative solutions to existing challenges.