The printable CI toolkit.
Blank, fill-in versions of every continuous-improvement tool in the method, grouped by DMAIC stage. Print it, grab a pencil, and fill one in over coffee. Pencil beats perfect.
Each tool prints on its own page. Filled-in examples live in the method.
Personal SIPOC
CI tool · SIPOCD · DefineMap your life once, on one page: where the work comes from, what it is, how you handle it, what good looks like, and who it's for. Fill left to right. Twenty minutes, not an afternoon.
| S · Suppliersroles, channels, plans | I · Inputswhat actually shows up | P · Processfive steps or fewer | O · Outputswhat “good” looks like | C · Customerswho it serves |
|---|---|---|---|---|
| Capture → Triage → Decide → Do → File & improve | ||||
Check: does every output serve a named customer? If not, drop it or park it.
See the example →Stakeholder analysis
CI tool · Stakeholder analysisD · DefineOnce you know your customers, map what each one needs from you. Start with the C column of your SIPOC. Ideas: family, spouse, work team, close friends, guests, and yourself.
| Who | What they need from me | How often | How I keep them in the loop |
|---|---|---|---|
| Myself |
Voice of the Customer → CTQ
CI tool · VOC → CTQ treeD · DefineFor each customer from your SIPOC, write what they would actually say, the need underneath, and a plain, checkable standard for “good” (critical to quality).
| Who | What they'd saytheir words | What they really need | CTQhow I'll know it's good | Target |
|---|---|---|---|---|
| Myself |
A good CTQ is something you could check on a calendar or a count. “Be more present” → “dinners without screens, most nights.”
See the example →Macro plan → 90-day cascade
CI tool · Hoshin cascadeD · DefineEvery small thing points up. Write top to bottom; each level should name the one above it serves.
Vision · mission · values
Vision: an ordinary Tuesday, three years out. Mission: this season, one line. Values: three to five filters.
Three or four themes (big rocks)
A few rocks
| Rock | Serves theme | Done when |
|---|---|---|
Blocks that move a rock
Plus: what's waiting on you, and the day you keep free.
Virtual 5S checklist
CI tool · Virtual 5SM · MeasureFiles, inboxes and notes, organized like a well-run workshop. Do the first pass once; then keep the weekly shine.
| Step | What it means | My action | Done |
|---|---|---|---|
| 1 · Sort | Delete or archive what you don't need | ☐ | |
| 2 · Set in order | One home for each kind of information | ☐ | |
| 3 · Shine | Weekly clean-up: Downloads, desktop, inbox | ☐ | |
| 4 · Standardize | Naming, and where things go | ☐ | |
| 5 · Sustain | A routine that keeps it tidy | ☐ |
The weekly shine · 15 min
- Downloads emptied
- Desktop holds this week's work only
- Inbox sorted into piles
- Stray files renamed to the standard
- Captures filed to a lane
My naming standard
Try: date · lane · what it is. My shine day and time: ____________
Baseline & data collection plan
CI tool · Baseline & data collection planM · MeasureDecide exactly what counts before you measure. Then measure two ordinary weeks, before you change anything.
| Measure | Operational definitionexactly what counts | Source | Who collects | How often | Baseline |
|---|---|---|---|---|---|
Write the definition before you look at the number.
See the example →Waste walk (value stream)
CI tool · Gemba & waste walkA · AnalyzeWalk one real loop with real data (screenshots, a week of inbox and calendar). For each step, write what really happens and tag the waste with a DOWNTIME letter.
| Step | What really happens | WasteDOWNTIME letter | Idea to remove it |
|---|---|---|---|
| Capture | |||
| Triage | |||
| Decide | |||
| Do | |||
| File |
Pareto tally
CI tool · Pareto 80/20A · AnalyzeTally a month of one thing (emails by kind, tasks by type, hours by lane). Sort biggest first, add a running total, and circle the few that make about 80%.
| Category | Tally | Count | % | Running % |
|---|---|---|---|---|
The vital few
One rule that handles them
A filter, a pile, a routine, or an unsubscribe. AI proposes; you approve.
5 Whys
CI tool · 5 WhysA · AnalyzeWhen something slips, ask why until you reach a cause you can fix. Stop when the answer is a process, not a person.
| Why? | Because… | Evidence |
|---|---|---|
| Why 1 | ||
| Why 2 | ||
| Why 3 | ||
| Why 4 | ||
| Why 5 |
Root cause
Countermeasure · check on
Then check it next month (PDCA).
Fishbone (Ishikawa)
CI tool · FishboneA · AnalyzeWrite the problem in the middle. Brainstorm possible causes under each category, then circle the likeliest and test it with 5 Whys.
Method
the routine and its steps
Tools
apps and bots
Inputs
what arrives, from where
People
me, my spouse, the team
Timing
routines and schedules
Environment
busy seasons, travel weeks
Standard work card
CI tool · Standard workI · ImproveThe current best way to run a routine, written down. If a step has a clear “done when,” a routine can eventually run it for you.
| Time | Step | Done when | Can a routine run it? |
|---|---|---|---|
Kanban board with limits
CI tool · Kanban & WIP limitsI · ImproveOne card per item. Set a small limit on Doing and on Waiting on you; when a column is full, nothing new moves in until something moves out.
Captured
Doing · limit ___
Waiting on you · limit ___
Done
Level-week planner
CI tool · HeijunkaI · ImproveSpread the week evenly: a little deep work, admin, people time and home each day, instead of spikes. Keep one day free.
| Day | Deep work | Admin | People | Home | Loadlight · ok · heavy |
|---|---|---|---|---|---|
| Mon | |||||
| Tue | |||||
| Wed | |||||
| Thu | |||||
| Fri | |||||
| Sat | |||||
| Sun | Kept free · being present | ||||
Any day marked heavy? Move one block to a light day before the week starts.
See the example →RACI chart
CI tool · RACI chartI · ImproveOne row per recurring task. Exactly one A per row. If it leaves the house, the A is you.
| Task | Me | Chief of staff | Specialist | Specialist |
|---|---|---|---|---|
Mind map & A3 brief
CI tool · A3 brief & mind mapI · ImprovePut the one-off in the middle. Fill the branches before you hand it to a deep-work partner; the branches become the brief's headings.
| Backgroundwhy now | Current statewhat I have | Goaldone when | Plansteps, who | Checkhow I'll know |
|---|---|---|---|---|
The A3: the same brief on one page. The mind map's branches fill it in.
See the example →FMEA-lite
CI tool · FMEA-liteI · ImproveFor each agent or routine: what could go wrong, how bad, how likely, and the guardrail that prevents it. Re-check when a new bot joins the team.
| Agent / step | What could go wrong | Effect | SeverityH · M · L | LikelyH · M · L | Guardrail |
|---|---|---|---|---|---|
Standard guardrails: drafts not sends (poka-yoke) · stops and asks (jidoka) · heartbeat, fail loud.
See the example →Control plan
CI tool · Control planC · ControlFor each Dashboard measure: what normal looks like, who checks it, the signal that means act, and the reaction.
| Measure | Normal range | Checked by · how often | Signal: act when… | Reaction |
|---|---|---|---|---|
Signal vs. noise: one odd week is noise. A run of three drifting the same way, or a point outside the range, is a signal.
See the example →Visual management board
CI tool · Visual management & andonC · ControlOne glance, not a read. Sort this week's items by color, put anything red in “Waiting on you,” and keep the page short.
Waiting on you
Green · handled
Amber · needs a glance
Red · needs a decision
Dashboard KPI sheet
CI tool · DashboardC · ControlOne page that tells you whether the system is working. Pick three to six measures, tie each to your future self or a macro-plan theme, and review them weekly in the week-ahead, not daily.
| Measure | Why it matterswhich theme it serves | Target | This week | Statusgreen · amber · red | Trend |
|---|---|---|---|---|---|
| G · A · R | ↑ → ↓ | ||||
| G · A · R | ↑ → ↓ | ||||
| G · A · R | ↑ → ↓ | ||||
| G · A · R | ↑ → ↓ | ||||
| G · A · R | ↑ → ↓ | ||||
| G · A · R | ↑ → ↓ |
By specialist · one number each
Color rules
- Green: handled, no action
- Amber: needs a glance
- Red: needs a decision
Ideas: routines on time · decisions waiting on me · inbox calm · rocks on track · first-pass approvals · days kept for being present · time where I meant it.
Say vs. do review
CI tool · Say vs. do reviewC · ControlMonthly or quarterly. List what you say matters (from your future-self values), then pull the facts from your calendar or a time audit. No grades: one observation, one small experiment, check again next month.
| What I say matters | Rank | Hours this month | % of time | Gapbigger · smaller · fine | One experiment |
|---|---|---|---|---|---|
One observation
The biggest gap, in neutral words. Facts, not judgment.
One experiment for next month
Small, specific, on the calendar. Then check it (PDCA).
PDCA feedback log
CI tool · PDCA & kaizenC · ControlEvery time you edit or turn down a draft, jot what you changed and what the system should keep. Then save it where your AI will read it next time.
| Date | Draft / task | Check: what I changed or rejected | Act: the lesson | Saved asstyle · rule · preference |
|---|---|---|---|---|
Examples: “warmer, shorter” → style · “never say X” → rule · “always cc Y” → preference.
See the example →