Resources
Free templates and checklists to help you plan projects, lead change, and improve how your organization operates.
Templates
Project Charter Template
Align your team on purpose, people, and success — before the work begins.
Portfolio Prioritization Template
Start your efforts with the Hoshin Kanri X Matrix approach to rank what matters most and keep your portfolio focused on results.
Change Assessment Template
Get a clear, structured view of your organization's readiness to lead change with confidence.
Kaizen Planning Template
Plan a Kaizen event that uncovers hidden improvements.
Day 1 - 100 Integration Roadmap
Keep your M&A team on track through the first 100 days.
Checklists
Healthcare Checklist
Launch your continuous improvement effort in healthcare by using this checklist to evaluate readiness to improve patient flow, compliance, efficiency and a shift to a lean culture.
Telecomm Checklist
Use this telecom‑tailored checklist to launch a disciplined Continuous Improvement effort that streamlines network operations, strengthens service delivery, elevates customer satisfaction, and optimizes every supplier relationship across the end‑to‑end supply chain.
Manufacturing Checklist
Use this lean‑manufacturing readiness checklist to assess how prepared your organization is to launch a floor‑driven, problem‑solving culture—one that cuts waste, reduces downtime, and strengthens continuous improvement from the production line all the way through your operations.
Services Checklist
Use this services‑readiness checklist to assess how prepared your organization is to build a disciplined, standardized delivery model that protects margins, strengthens customer experience, and drives a problem‑solving culture across every stage of service operations.
Oil & Gas Checklist
Use this oil‑and‑gas readiness checklist to gauge your organization’s ability to build a disciplined, safety‑driven, compliance‑focused culture that boosts reliability, reduces operational risk, and embeds continuous improvement across exploration, production, and field operations.
Government Checklist
Use this public‑sector readiness checklist to assess how prepared your agency is to build disciplined, standardized, accountable operations that improve service delivery, strengthen transparency, and help teams do more within tight budgets.