A-Z tools list

Browse the full range of Focus toolkit learning resources and templates, listed A-Z.

The Focus A-Z toolkit provides a selection of tools for a range of situations. It's important to understand which tool to use for what job. Use the A-Z list to see at a glance what each tool does - and download the learning resource and any associated templates.

You can download guides and templates from the table below:

TOOLPURPOSELEARNING RESOURCEACCOMPANYING TEMPLATE
5 WhysRepeatedly asks the question 'why' to get to the root cause of the problem or issue (it uses 5 as a rule of thumb).

Learning: 5 Whys
5W&1HA structured questioning technique used to explore a situation and gain clarity, by asking six key questions: What, Where, When, Why, Who, and How.

Learning: 5W&1H
 6SA visual system for improvement that helps create and maintain an organised, clean, high performance workspace.

Learning: 6S
8 WastesClassification of waste sources which works effectively, in conjunction with other Focus continuous improvement tools, in identifying and eradicating waste.

Learning: 8 Wastes
Action PlanA simple template to record agreed actions

Template: Action Plan
After Action Review (AAR)

Capture the lessons learnt from their experiences with the goal of improving future performance.



Learning: After Action Review

Template: After Action Review
Bugs and ButterfliesA Bug board is a place to capture issues i.e. what frustrates. A Butterfly board is a great tool to boost morale and focus on the things that the team does well

Learning: Bugs and Butterflies Boards
Case for ChangeSet out clearly and concisely a reasoned case to gain agreement to your proposed changes by using this structured template.



Template: Case for Change

Collaborative Problem Solving (CPS)

Useful structure for examining and defining problems and identifying solutions to address these. This is the key to the continuous improvement process. You may find the Problem on a Page template (see below) helpful to use in conjunction with your CPS



Learning: Collaborative Problem Solving
Daily Update

A regular 10-15 minute team catch-up to track progress, address issues immediately and celebrate success



Learning: Daily Update

Template: Daily Update
DiscoveriesGet your team into the habit of regularly reflecting on, sharing and logging their discoveries - you'll together compile a wealth of useful learning points that others in the team will benefit from 

Learning: Discoveries

Template for the Daily Update (which includes a Discoveries log)
End-of-Project Report Record what your project achieved, how it was conducted and what you learnt from it to inform future projects 

Template: End-of-Project Report
ESCRAA useful structure to help you question each step of a process to see where improvements can be made

Learning: ESCRA
Feedback FormSimple format for requesting and giving constructive feedback 

Learning: Feedback Form

Template: Feedback Form
Fishbone

Helps you to articulate the possible causes of a problem visually



Learning: Fishbone

Template: Fishbone
Fresh Eyes

Used to help generate fresh perspectives



Learning: Fresh Eyes
Go See

Observe a process in action. It stops you drawing premature conclusions about the process, any waste and root causes based on hearsay, opinion or even data



Learning: Go See
Impact/Effort MatrixAn easy-to-use tool to help you to decide which opportunities or ideas to focus on first when you have collected lots of potential solutions to solve a problem

Learning: Impact/Effort Matrix



Template: Impact/Effort Matrix

KanoCategorise your customers' needs according to their importance to them. By doing this you can understand whether the changes you are planning will meet their expectations or not - and also plan to exceed their expectations

Learning: Kano
Lotus BlossomA structured problem-solving and brainstorming technique that helps individuals and teams break down complex ideas into manageable parts

Learning: Lotus Blossom
Opportunity LogA simple tool to capture and track potential opportunities that arise when reviewing a process

Learning: Opportunity Log

Template: Opportunity Log
Plan-Do-Check-Act (PDCA) cycleAn iterative four-step approach which is at the heart of the continuous improvement process

Learning: Plan-Do-Check-Act
POST

Simple principle for running meetings and workshops



Learning: POST



Template: POST

Problem on a PageDistil your structured thinking to work through solving a problem onto a single sheet of A4. A helpful template to use in conjunction with a Collaborative Problem Solving process (see above)



Template (digital version): Problem on a Page



Template (printable version): Problem on a Page

Process Confirmation

A useful tool to verify that any changes made to a process have improved the process



Learning: Process Confirmation
Process Mapping

Quick and simple methods of showing the links between actions or steps in the process. Used to map both the current state and the future state



Learning: Process Mapping
Project CharterA summary document setting out the key information about your proposed project. You would use this obtain formal approval for the project to proceed

Template: Project Charter
Project Review templateA simple template to report progress on projects, including what has been achieved, what the next tasks are, and any issues that need escalating

Template: Project Review
RACI Matrix

A simple matrix tool that ensures that everyone involved is clear about roles and responsibilities



Learning: RACI

Template: RACI
Risk MappingRisk mapping helps identify a project or initiative’s success factors and potential obstacles, understand how concerned to be about them and decide how best to mitigate them. 

Learning:
Risk mapping


Template: Risk map
SIPOC

A simple tool that is used to visualise at a high level who does what, with what and for whom



Learning: SIPOC

Template: SIPOC
Solution on a SheetDistil your structured thinking to work through a solution onto a single sheet of A4. A helpful template to use in conjunction with a Collaborative Problem Solving process (see above) and Problem on a Page (see above)



Template: Solution on a Sheet (for editing)



Template: Solution on a Sheet (for printing)

Specific Problem Statement (SMART)

A simple sentence that contains the problem but no causes or solutions



Learning: SMART Problem Statement

Template: SMART Problem Statement
Stakeholder mappingA technique for identifying individuals or groups with an interest in a project or initiative, understanding their influence and level of importance and deciding how best to gather feedback from and share information with them

Learning: Stakeholder mapping

Template: Stakeholder map
Standard Operating Procedures

Achieving and documenting a consistent, best way of doing things



Learning: Standard Operating Procedures

Template: Standard Operating Procedures
Stop, Start, ContinueA simple format to gather team or customer feedback on what is working well now, what needs to be improved and ideas on how to improve. The end goal is to have an action plan to take forward

Learning: Stop, Start, Continue

Template: Stop, Start, Continue
Visual Management

Communicating information in a simple non-verbal manner so that a situation can be understood in a matter of seconds



Learning: Visual Management
Voice of the Customer (VOC)

Helps you to really understand what your customer or end-user's needs are and what they value



Learning: Voice of the Customer



Template: Voice of the Customer



Template example: Voice of the Customer

Work Summary ProposalA framework for clarifying your thinking about your proposed plan of work and recording it in a short summary format that you can share with others to establish a shared understanding

Template: Work Summary Proposal