Process Improvement template
Define, Measure, Analyse, Improve, Control as a linked plan with baseline and target KPIs, pilots and a control handover.
Operations managers, continuous improvement leads and process owners.
- 4 views
- 11 fields
- 5 groups
- 17 sample tasks
- 5 milestones
- 17 dependencies
- 5 dashboard widgets
- 5 workflow statuses
- 1 automation
Timeline · Gantt view · opens first
What's included
An improvement project in five phases, each depending on the last: define the problem and the metric, measure the baseline, analyse root causes, improve with a pilot before the rollout, and hand over controls. Every task carries the KPI it moves, with baseline and target values, and the phase gates are milestones. The dashboard shows phase progress and what is late; the timeline shows what a slow pilot does to the rollout.
Views
- Timeline (Gantt)
- Plan (Table)
- By phase (Board)
- Dashboard
Task fields
- Status
- Timeline
- Owner
- Progress
- Impact
- Dependencies
- KPIcustom
- Baselinecustom
- Targetcustom
- Currentcustom
- Root cause typecustom
Groups
- Define
- Measure
- Analyse
- Improve
- Control
Dashboard
- KPIs
- Group progress
- Upcoming milestones
- Overdue tasks
- Tasks by status
Automation
- Notify when a task becomes overdue
5 statuses that match the work
Statuses are the board's columns and the filters everywhere else. The one marked complete counts a task as done; edit the list any time.
- Define
- Measure
- Analyse
- Improve
- Control
17 links, so a slip shows up where it lands
The longest chain in the template. Every link is real: the Gantt draws it, the Impact view scores it, and the simulator moves everything downstream when you delay a task.
- Problem statement and charterDefine
- Define gateDefine
- Measure gateMeasure
- Root cause analysis workshopsAnalyse
- Analyse gateAnalyse · feeds 2 tasks
- Rollout to all regionsImprove
- Improve gateImprove
- Project closedControl
7 more linked steps between these. Delay Problem statement and charter and Depentra shows the 15 downstream tasks it reaches, the milestones that move, and by how many days, before anyone accepts the slip.
Dashboard: 5 widgets chosen for this work
Not the same dashboard for every template. This one opens with:
Often used alongside Process Improvement
Use the Process Improvement template
Create your account and this template is already selected on the Create project page. Pick a start date, name the project, and the 4 views are ready. Available on Standard and above.