Advanced Process Improvement Tools and Templates

We’re excited to help you along on your journey to creating joy in work.

Standardized problem-solving helps to empower everyone in the organization to help identify and action on opportunities for improvement.


Having a shared language and a common framework allows for teams to collaborate, share best practices, and continually improve.

Nerdy process improvement tools and templates galore...

Project charter template used to provide a high-level overview of the project scope, deliverables, and resources.

Project Charter

Get your project started on the right foot by documenting the project's scope, timeline, and required resources.

Project Team Canvas

Team Canvas

Get everyone on the same page. Whether it is a project team or a committee, everyone needs to know what the goal is and why the work is important

Template for creating an SBAR (situation, background, assessment, recommendation).


When discussing the need for a project, try to summarize the need for the project and your recommendation using an SBAR.

Project A3 Report Template

A3 Template (6 box)

The A3 template is used to help guide the problem-solving process through asking the basic improvement questions.

Collecting Voice of the Customer

Voice of the Customer

Voice of the Customer (VOC) allows you to gain insights from customers to better understand their requirements and identify opportunities for improvement.

Stakeholder Analysis template

Stakeholder Analysis

Managing stakeholder expectations, keeping everyone engaged and informed, starts with a stakeholder's analysis.

Communication Plan

Communication Plan

It is important that a plan exist to help facilitate effective communication from project start to project finish.

Problem Statement

Problem Statement

A well-defined problem is a half-solved problem. The problem statement explains what the problem is and why it is needed.

Template for creating a SMART statement. SMART stands for specific, measurable, attainable, relevant, and time-bound

SMART Aim Statement

Help set the project up for success with a clear, measurable objective. SMART stands for specific, measurable, attainable, relevant, and time-bound

Elevator Pitch

Elevator Pitch

Provide a high-level overview of the project in less than 2 minutes.



The Gemba, or process walk, is a useful activity for observing the process in action. Through observation and questioning, the Gemba is a helpful way for studying the current state.

Additional resources coming soon. Until then, enjoy the free PDF template.

Process Mapping

Process Map

A process map helps to capture the process steps and activities that are followed in order to create a specific product or service.

Critical to Quality Tree (CTQs)

Critical to Quality

The Critical to Quality (CTQ) Tree helps to define the customer's needs, requirements, and expectations in measurable terms.

Additional resources coming soon. Until then, enjoy the free PDF template.



The SIPOC map is an acronym for Supplier, Input, Process, Output, and Customer. The SIPOC provides a high-level process view.

Additional resources coming soon. Until then, enjoy the free PDF template.

Understand the 8 common forms of waste using the acronym DOWNTIME (defects, overproduction, waiting, non-utilized talent, transportation, inventory, motion, and extra-processing).

8 Forms of Waste

DOWNTIME is a acronym that is helpful in identifying and targeting the 8 common forms of waste that exist within a process.

Template for facilitating 5 whys.

5 Whys

To determine root cause, ask the question "Why is this happening?" a minimum of 5 times. Helps teams understand the difference between symptoms and causes.

We are excited about the opportunity to partner. Check out our list of game change services.

Green Dot Mission, Vision, and Values

Service Offerings

For a list of the services that the Green Dot Group provides, please reference the attached Service Offerings List.

If you don’t see something you are looking for, please reach out to us.


Want to learn more about more about process improvement tools and templates, then click here.

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