Tools and Templates

Planning the Project

• Project Management
• Project Launch Questions (pdf)

Understanding the Process

• Flowcharting Guide (pdf)
• Flowcharting Case Study and Practice Example (pdf)
• Focus Group Guide (pdf)
• Check Sheets (pdf)
• Force Field Analysis (pdf)
• Pareto Chart (pdf)
• Brainstorming Techniques (pdf)
• Survey Tools (pdf)
• Cause and Effect Diagram (pdf)
• "Five Why's" Method of Root Cause Analysis (pdf)

If it is necessary to analyze a great deal of numerical data in order to understand the process, tools like scatter plots, run charts, control charts, and histograms can be very useful. A concise online resource with detailed step-by-step instructions for using these and other classic quality control charts and management tools is located at: http://www.skymark.com/resources/tools/management_tools.asp

Finding Solutions, Decision-Making Tools, Facilitator's Toolkit, Chapter 9 (pdf)

• Criteria Matrix (pdf)
• Force Field Analysis (pdf)
• Dot Voting (pdf)
• 'Zero to Ten' Rating Method (pdf)
• Impact/Effort Matrix (pdf)

Measuring Impact, Facilitator's Toolkit, Chapter 10 (pdf)

• Functions of Impact Measures (pdf)
• Why Measurement Systems Fail (pdf)
• Limitations of Measurement Systems (pdf)
• Metrics on Campus (pdf)
• Tools for Developing Measures (pdf)
• Worksheet for Identifying Impact Measures

Implementing Change

• Executing Your Strategic Plan (pdf)
• Administrative Process Redesign (APR) Toolkit