Professional Documents
Culture Documents
Process
Improvement
Notebook
Forms Packet
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Quality Team Charter
Name
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
1 of 2
Quality Team Charter (Continued)
Resources
Reporting Requirements
Suggested Timeline
2 of 2
Team Composition
Process: Date: / /
Present Present
Members Yes/No Yes/No
1. 7.
2. 8.
3. 9.
4. 10.
5. 11.
6. 12.
1. 5.
2. 6.
3. 7.
4. 8.
Reports Made
Topic Reported by
1 of 2
Team Meeting and Action Plan (Continued)
Process: Date: / /
2 of 2
Team Member Self Assessment Survey
Process: Date: / /
Please rate your knowledge/skill in the following TQL subjects. Honest ratings will help your team function
more effectively. If you have relevant skills not listed here, write them in the “OTHER” category.
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TQL PRINCIPLES (e.g., DON approach, systems
theory, Deming’s 14 points) 1 2 3 4 5
OTHER ___________________________________ 1 2 3 4 5
OTHER ___________________________________ 1 2 3 4 5
OTHER ___________________________________ 1 2 3 4 5
Tally Sheet for the Team Member Self Assessment
Process: Date: / /
Use this form to tally the results of each team member’s Self Assessment Survey.
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Subjects 1 2 3 4 5
OTHER ________________________________
OTHER ________________________________
OTHER ________________________________
Who Are Our Customers?
Process: Date: / /
Segment
Customers
Segment
Customers
Segment
Customers
Segment
Customers
Customer Background Information
Process: Date: / /
What products and/or services has this customer acquired or used from your
organization in the past?
Does this customer have any pattern in the acquisition or use of your products/services?
Customer’s
Organization:
Department/Division:
1 of 3
1
Customer Interview Form (Continued)
2 of 3
Customer Interview Form (Continued)
3 of 3
Product/Service Assessment Form
Process: Date: / /
Customer: Product/Service:
Importance
1 2 3 4 5
I* SLow
✟ High
Concerns/Suggestions
Satisfaction
1 2 3 4 5
Low High
Importance
1 2 3 4 5
SL
✟ ow High
I* Concerns/Suggestions
Satisfaction
1 2 3 4 5
Low High
Importance
1 2 3 4 5
SL
✟ ow High
I* Concerns/Suggestions
Satisfaction
1 2 3 4 5
Low High
Importance
1 2 3 4 5
SL
✟ ow High
I* Concerns/Suggestions
Satisfaction
1 2 3 4 5
Low High
Quality Characteristics Worksheet
Process: Date: / /
Customer: Product/Service:
Products/Services Effected
Customer Impact
Brainstorming Form
Process: Date: / /
Category Name:
Category Name:
Category Name:
Category Name:
Flow Chart
Process: Date: / /
Symbol Description of
Step (Draw symbol) Activity
Cause and Effect Diagram
Process: Date: / /
Outcome and Output Measures
Process: Date: / /
Outcome Measures
Output Measures
Process Measures
Process: Date: / /
Process Variable
Existing Measures
Name Description
Measures to Develop
Name Description
Data Collection Plan
Process: Date: / /
Measure
Date
Process:
Interval/Category Total
Check Sheet
Date:
/
/
Total
Pareto Chart of Causes of Quality
Process: Date: / /
Topic/Measure
Total
1 of 2
Pareto Chart of Causes of Quality (Continued)
Process: Date: / /
Interval/Category
Topic/Measure:
Measurement
Scale
2 of 2
Histogram Worksheet
Process: Date: / /
Topic/Measure
Class Intervals
Topic/Measure:
Measurement
Scale
Scatter Diagram Worksheet
Process: Date: / /
X Y X Y
Order Variable Variable Order Variable Variable
Scatter Diagram Worksheet (Continued)
Process: Date: / /
x Variable:
y Variable:
UNIT OF MEASURE MEASUREMENT DESCRIPTION
PROCESS DATE
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
COUNTS
Run Chart
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
DATE
TIME
COUNT
NOTES
UNIT OF MEASURE MEASUREMENT DESCRIPTION
PROCESS DATE
1 of 2
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
MEASURE OF LOCATION
MEASURE OF VARIATION
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
DATE
TIME
1
Variables Control Chart (X and R)
2
3
SAMPLE
4
SUBGROUP,
MEASUREMENT
5
SUM
LOCATION
VARIATION
2 of 2
Rules for Defining Special Cause Signals Formulas (X and R) Table of Constants
Rule 1 Rule 2 n A2 D3 D4
n = ______ k = ______
UCL
Zone A 2 1.880 — 3.268
Zone B
D4 = ______ A2 = ______
Zone C 3 1.023 — 2.574
Zone C ΣX
Zone B = _____ 4 0.729 — 2.282
X=
Zone A k 5 0.577 — 2.114
LCL
1. Any point outside of the control 2. Two out of three successive points ΣR _____ 6 0.483 — 2.004
R= k =
limits. fall on the same side of the center 7 0.419 0.076 1.924
Rule 3 line in zone A or beyond. A2R = ______ 8 0.373 0.136 1.864
UCL Rule 4 9 0.337 0.184 1.816
Zone A
UCL
10 0.308 0.223 1.777
Zone B
UCLX = X + A2R = ______
Zone C
Zone C LCLX = X - A2 R = ______ 11 0.285 0.256 1.744
Zone B
Zone A 12 0.266 0.283 1.717
LCL
LCL
UCLR = D4 R = ______ 13 0.249 0.307 1.693
3. Four out of five successive values 14 0.235 0.328 1.672
fall on the same side of the center 4. Eight successive points fall on LCLR = D3 R = ______ 15 0.223 0.347 1.653
line in zone B or beyond. the same side of the center line.
DATE/TIME DESCRIPTION
Variables Control Chart (X and R) (Continued)
UNIT OF MEASURE MEASUREMENT DESCRIPTION
PROCESS DATE
1 of 2
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
MEASURE OF LOCATION
MEASURE OF VARIATION
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
DATE
TIME
Variables Control Chart (X and s)
2
3
SAMPLE
4
SUBGROUP,
MEASUREMENT
5
SUM
LOCATION
VARIATION
2 of 2
Rules for Defining Special Cause Signals Formulas (X and s) Table of Constants
Rule 1 Rule 2 n A3 B3 B4
n= ______ k= ______
UCL
Zone A 2 2.659 — 3.267
Zone B B3 = ______ B4 = ______ A3 = ______
Zone C 3 1.954 — 2.568
Zone C
Zone B
4 1.628 — 2.266
ΣX
Zone A
_____ s = Σs = _____ 5 1.427 — 2.089
LCL k
X= k =
1. Any point outside of the control 2. Two out of three successive points A3 s = ______ 6 1.287 0.030 1.970
limits. fall on the same side of the center 7 1.182 0.118 1.882
Rule 3 line in zone A or beyond. 8 1.099 0.185 1.815
UCL Rule 4 UCLx = X+ A3 s = ______ 9 1.032 0.239 1.761
Zone A
UCL
10 0.975 0.284 1.716
Zone B
Zone C LCLx = X– A3 s = ______
Zone C 11 0.927 0.322 1.678
Zone B
Zone A 12 0.886 0.354 1.646
LCL UCLs = B4 s = ______
LCL
13 0.850 0.382 1.619
3. Four out of five successive values 14 0.817 0.407 1.593
fall on the same side of the center 4. Eight successive points fall on LCLs = B3 s = ______ 15 0.789 0.428 1.572
line in zone B or beyond. the same side of the center line.
DATE/TIME DESCRIPTION
Variables Control Chart (X and s) (Continued)
UNIT OF MEASURE MEASUREMENT DESCRIPTION
PROCESS DATE
1 of 3
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
DATE
TIME
X
mR
NOTES
Individual Values and Moving Range (X, mR)
2 of 3
Calculations for X chart:
Rules for Defining Special Cause Signals
Center line: X = ΣX = ______ = ______
Rule 1 Rule 2
UCL
k
Zone A
Zone B UCLX = X + 2.660 mR = _____ + (2.660) = ______
Zone C
Zone C
Zone B
Zone A
LCLX = X - 2.660 mR = _____ – (2.660) = ______
LCL
1. Any point outside of the control 2. Two out of three successive points Calculations for mR chart:
limits. fall on the same side of the center
Rule 3 line in zone A or beyond. Center line: mR = ΣmR = ______ = ______
UCL Rule 4
Zone A
k-1
Zone B UCL
Zone C UCLmR = 3.268 mR = (3.268) (_____) = ______
Zone C
Zone B
Zone A
LCL
LCL
(Formulas are based on a two-point moving range)
3. Four out of five successive values
fall on the same side of the center 4. Eight successive points fall on
line in zone B or beyond. the same side of the center line.
DATE/TIME DESCRIPTION
Individual Values and Moving Range (X, mR) (Continued)
Revising Control Limits
3 of 3
Rules for Defining Special Cause Signals
IIf control limits are inflated, and the following two conditions are
Rule 2 I
Rule 1 present, revision of control limits is in order:
UCL
Zone A (1) Very few
Zone B
~ signals~ are present in the original X chart
Zone C (2) 2.660 R > 3.144 R
Zone C
Zone B
Zone A Center line: X = ______
LCL
1. Any point outside of the control 2. Two out of three successive points ~
fall on the same side of the center
UCLX = X + 3.144 mR = _____ + (3.144) = (______) = ______
limits.
Rule 3 line in zone A or beyond. ~
LCLX = X – 3.144 mR = _____ – (3.144) = (______) = ______
UCL Rule 4
Zone A
Zone B UCL
Zone C ~
Zone C Center line: mR = ______
Zone B
Zone A ~
LCL
LCL
UCLR = 3.865 mR = (3.865) (_____) = ______
3. Four out of five successive values
fall on the same side of the center 4. Eight successive points fall on
line in zone B or beyond. the same side of the center line.
DATE/TIME DESCRIPTION
Individual Values and Moving Range (X, mR) (Continued)
UNIT OF MEASURE MEASUREMENT DESCRIPTION
1 of 2
PROCESS DATE
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
np
COUNTS
c
u
Attribute Control Chart
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
DATE
TIME
COUNT
NOTES
2 of 2
Rules for Defining Special Cause Signals Calculations
Rule 1 Rule 2
UCL
Zone A
Zone B
Zone C
Zone C
Zone B
Zone A
LCL
1. Any point outside of the control 2. Two out of three successive points
limits. fall on the same side of the center
Rule 3 line in zone A or beyond.
UCL Rule 4
Zone A
Zone B UCL
Zone C
Zone C
Zone B
Zone A
LCL
LCL
3. Four out of five successive values
fall on the same side of the center 4. Eight successive points fall on
line in zone B or beyond. the same side of the center line.
DATE/TIME DESCRIPTION
Attribute Control Chart (Continued)
Special Cause Improvement
Process: Date: / /
Actions Taken
Effects of Changes
Common Cause Improvement
Process: Date: / /
Rationale
Rationale
Change Agent
Resources Allocated
Timeline
Types of Process Causes
Process: Date: / /
Impact of Improvement
Change Implementation Report
1 of 2
Report made by
Process:
Report made to
Recommendations Decisions
Change Implementation Plan
Date:
/
/
Process: Start Date End Date
2 of 2
Activity Person Responsible Estimated Actual Estimated Actual
Change Implementation Plan (Continued)
Team Development Plan
Process: Date: / /
Name
Objective
Tool/Course
When
Where
Date Completed
Name
Objective
Tool/Course
When
Where
Date Completed
Name
Objective
Tool/Course
When
Where
Date Completed
Team Dynamics Survey
Process: Date: // /
This survey assesses each team member’s perceptions of how well we are functioning as a team. Read
each item and then indicate how much you agree or disagree with it. Be honest in your feedback. The results
will be tallied and then discussed by the team so as to improve our effectiveness.
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Team Meetings
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1. Our meetings begin and end on time. 1 2 3 4 5
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Roles and Responsibilities
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1 of 3
Team Dynamics Survey (Continued)
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Communication
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13. Team members communicate effectively with
one another. 1 2 3 4 5
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2 of 3
Team Dynamics Survey (Continued)
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Climate
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25. New ideas and ways of doing things are
encouraged by team members. 1 2 3 4 5
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3 of 3
Tally Sheet for the Team Dynamics Survey
Process: Date: / /
Use this form to tally the results of the Team Dynamics Survey.
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Team Meetings 1 2 3 4 5
1 of 3
Tally Sheet for the Team Dynamics Survey (Continued)
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Communication 1 2 3 4 5
Decision Making
2 of 3
Tally Sheet for the Team Dynamics Survey (Continued)
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Climate 1 2 3 4 5
Overall Effectiveness
3 of 3
Summary of the Team Dynamics Survey
Process: Date: / /
Use this form to summarize the results from the Tally Sheet for the Team Dynamics Survey.
Team Meetings n % n % n %
Total
Total
1 of 3
Summary of the Team Dynamics Survey (Continued)
Neither Agree
Disagree nor Disagree Agree
Communication n % n % n %
13. Team members communicate effectively
with one another.
Total
Decision Making
Total
2 of 3
Summary of the Team Dynamics Survey (Continued)
Neither
Agree nor
Disagree Disagree Agree
Climate n % n % n %
25. New ideas and ways of doing things are
encouraged by team members.
Total
Overall Effectiveness
Total
3 of 3
Graph of the Team Dynamics Survey
Process: Date: / /
100%
90%
80%
70%
60%
50%
40%
30%
20%
10%
D N A D N A D N A D N A D N A D N A
Team Roles and Communi- Decision Climate Overall
Meetings Responsibilities cation Making Effectiveness
Comments
Team Dynamics Action Plan
Process: Date: / /
Team Meetings
Communication
Decision Making
Climate
Other
1 of 2
Team Dynamics Action Plan (Continued)
2 of 2
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