Operations Management Templates
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Top Operations Management Tools & Templates
Action Item List
An Action Item List is a simple tool for tracking tasks, owners of tasks, and the time frame that tasks need to be completed during a project.Learn More »
Balanced Scorecard
A Balanced Scorecard is a model that summarizes an organization’s high-level strategic goals, initiatives designed to reach those goals, and metrics, or key performance indicators, that monitor success over time, and shows how they are connected to the mission, vision, and core values of the organization. It is a strategic planning tool used ubiquitously in organizational management that clearly and concisely communicates what the organization has set out to achieve and how it proposes to do it.Learn More »
Benchmarking
Benchmarking is the process of comparing an organizations performance to those of the top standards in the industry, which can be another organization within the industry or an organization in another industry that operates at the level that the industry is hoping to achieve.Learn More »
Contingency Planning
Contingency Planning is a methodical and systematic process for preparing for and developing a course of action in the face of unexpected events that can adversely impact your business.
Core Competence Analysis
Core Competence Analysis is the process of identifying a company’s fundamental strengths and attributes that are unique and serve to differentiate it from its competitors, as well as how to capitalize on these core capabilities to build sustained competitive advantage. To be a true core competency, it must be relevant to the needs of customers such that they are strongly compelled to purchase your product or service, it must be difficult for competitors to imitate, and it must be applicable to a wide variety of potential markets accessible to the company.
Critical Path Chart
A Critical Path Chart is a project management tool that can be used with any project containing interdependent tasks, actions, or activities.Learn More »
Critical Path Method
Critical Path Method (CPM) Project Management is a step-by-step project management process in which the project is split into the most critical, smaller tasks that progress from idea generation to project completion.Learn More »
Critical Success Factors
Critical Success Factors are the core actions that underlie an organization’s strategic objectives that must be accomplished at the highest level possible in order to achieve the overall goals and mission of the organization.Learn More »
Gantt Chart
A Gantt Chart is a project management tool that uses a bar chart format to lay out each activity required to complete a project.Learn More »
Gap Analysis
Gap Analysis is a method of determining how an organization’s current state differs from its desired future state and the steps it needs to take to achieve desired performance results.Learn More »
Hoshin Planning System
The Hoshin Planning System is a seven-step procedure that outlines how to implement business strategy. More specifically, this system aims to align the goals that the organization is trying to achieve with its strategy and the resources that are available within the company.Learn More »
Issue Tracker
An Issue Tracker is a management tool for tracking incoming issues, often related to a customer support center or software development program.Learn More »
IT Roadmap
An IT Roadmap is a strategic tool used to plot out at what stages and which technologies will be used to support and implement a new project. An IT Roadmap can be used to explain why a project is important and why the related technological support is required.Learn More »
Job Analysis
Job Analysis is the process used to determine in detail the particular job duties and requirements as well as the degree of importance of these duties for a specific job. The job analysis is then used to create a job description.Learn More »
Key Outcome Indicators
Key Outcome Indicators help measure the overall performance and success of an organization. Many companies use Key Outcome Indicators across departments to measure the success of specific groups and the organization as a whole.Learn More »
Key Performance Indicators (KPIs)
Key Performance Indicators (also known as KPIs) help measure the overall performance and success of an organization. Many companies use KPIs across departments to measure the success of specific groups and the organization as a whole. In addition, Key Performance Indicators are a helpful tool in decision-making since they create visibility into the measurable success factors of an organization. KPIs can also be used to understand where a team, department or organization stands with respect to the implementation of its strategies, goals and projects.Learn More »
Leading & Lagging Indicators
Leading and Lagging Indicators are two types of measurements used when assessing performance in a business or organization. The difference between the two is that a leading indicator can influence change and a lagging indicator records only what has happened in the past.Learn More »
McKinsey 7S Model
The McKinsey 7S Model has stood the test of time as a framework to ensure that all parts of an organization work in harmony. The most common uses of the framework are to facilitate organizational change, implement a new strategy, identify areas that may change in the future, and to facilitate the merger of organizations.Learn More »
Meeting and Project Roles Template
In order to avoid wasting valuable time on team meetings which lead to no clear outcome, use the Meeting and Project Roles template. This template provides you with a simple structure and outline to identify members of a project team and their duties during regular team meetings.Learn More »
Mission Statement
A Mission Statement defines the fundamental purpose for why a company exists and may include aspects of the organization’s scope and values.Learn More »
Performance Management
Performance Management is a process in which managers and employees work together to plan, monitor and review an employee’s work objectives and overall contribution to the organization.Learn More »
Plan of Record (PoR)
A Plan of Record (PoR) is an approved plan by senior leadership that illustrates an organization’s prioritized initiatives and projects. These initiatives should be in direct alignment with the operational plan that supports the organization’s annual goals and objectives.Learn More »
Portfolio Management
Portfolio Management centralizes the management of all projects across an organization and their associated components, such as goals, resources, staffing, timeline, and budgets. Portfolio Management provides a high-level overview of the business’ projects and requirements, which allows managers to more effectively prioritize and implement upcoming projects based on ROI, risk factors, and strategic fit. In its broadest sense, Portfolio Management can be applied to any set of projects, but it is most often applied to business strategy and new product innovation management.Learn More »
Program Management
Program Management consists of running an interrelated group of projects, called a program. Generally, programs are created with the intent of improving the organization’s current processes and policies or implementing change management.Learn More »
Project Budgeting
Project Budgeting is a project management tool that controls the cost of a project by researching all possible costs associated with a project and combining them to come up with a project budget.Learn More »
Project Charter
A Project Charter lists the main goals of a project as well as a detailed plan for how to attain those goals. This detailed plan involves identifying the relevant stakeholders and determining the roles and responsibilities of each individual involved with the project.Learn More »
Project Dashboard
A Project Dashboard provides an overall measurement of the current status of a project. It is usually presented in spreadsheet format and contains all the key performance indicators relevant to a specific project in one place so that project managers can instantly evaluate progress.Learn More »
Project Portfolio Management (PPM)
Project Portfolio Management (PPM) is a method utilized by project managers to determine what the value would be of investing time and other organizational resources in a particular project. Ultimately, PPM aims to establish the ideal combination of resources and tasks for a project that will promote the financial and procedural goals of an organization.Learn More »
Project Portfolio Timeline
A Project Portfolio Timeline is a tool that can be used to visually plan a series of projects at the same time and provide a broad overview of all the projects happening in an organization at any given time.Learn More »
Project Priority Matrix
Project Priority Matrix is a tool to help business leaders work out what the key priorities for a specific project should be. The tool can also be used to prioritize and select from multiple projects in order to prioritize and select which project among many should be pursued first.Learn More »
Project Risk Management
Project Risk Management is an approach to project management that helps reduce the overall risk of a project by researching all possible costs and major risk factors associated with the successful execution of the project, including ensuring it remains within the defined budget.Learn More »
Project Schedule
A Project Schedule is a project management tool that outlines the work that needs to be performed for a project, the resources needed, and the timeframe during which completion is expected.Learn More »
Project Scorecard
A Project Scorecard can be used to assess the risk and complexity of a project. A scorecard also indicates how efficient and successful the project is based on various criteria like return on investment or cost containment.Learn More »
Project Selection Guide
The Project Selection Guide is a tool used by business leaders and managers to assess whether or not a project should be pursued based on the value of potential improvements, overall meaningfulness to the business, and ability for the project to be managed effectively by the existing team.Learn More »
Project Timeline
A Project Timeline is a display of a list of events in chronological order. It is usually shown as a graphic with a horizontal bar depicting events and related dates.
Project Tracker
A Project Tracker is a tool to help project managers track a project from beginning to end. It itemizes specific jobs within a project by effectively managing work and resources required to complete a project. When each of the tasks is completed, it is checked off and the team can move on.
Purpose Statement
The Purpose Statement defines the basic customer needs the organization exists to fulfill. Not associated with a definitive end point, time frame, or deadline, Purpose Statements essentially answer the question “what business are we in?” in a broad yet focused way.Learn More »
RACI
RACI is an acronym for Responsible, Accountable, Consulted and Informed. RACI Charts or the RACI Matrix are tools for outlining roles and responsibilities within a team or organization to ensure that nothing falls through the cracks.Learn More »
Resource Breakdown Structure
Resource Breakdown Structures is a hierarchical list of resources related by function and resource type that is used to facilitate planning and controlling of project work.Learn More »
Scenario Planning
Scenario Planning is a process for businesses to think about and plan for the future. Also known as scenario development or scenario analysis, the process typically involves identify external trends and disruptors, exploring how the future could unfold, what the consequences would be for the business, and how to respond.Learn More »
Skills Requirement Checklist
A Skills Requirement Checklist is a tool for employees and potential employees which lists the skills needed to perform a specific job, and the level of competency required of each skill.Learn More »
SMART Performance Metrics
SMART Performance Metrics is a tool used to create criteria to help improve the chances of an organization’s business success. It is an acronym that many businesses use for different purposes, from goal-setting to performance reviews to evaluating innovation.Learn More »
SMART(ER) Goals
SMART(ER) Goals stands for Specific, Measurable, Achievable, Relevant, Time-Bound, Evaluate and Re-Do. Setting SMART(ER) Goals helps to clarify ideas, focus individual or team efforts and efficiently use time and resources.Learn More »
SOAR
SOAR stands for strengths, opportunities, aspirations and results and is a strategic planning tool used as an alternative to a SWOT analysis. It uses “appreciative inquiry” principles to identify an organization’s strengths, opportunities, and ambitions and reframes the negative connotations associated with weaknesses and threats included in a SWOT analysis to avoid resistance and mobilize commitment towards the organization’s desired future state.Learn More »
Stakeholder Analysis
A Stakeholder Analysis is a strategy used to identify the individuals in your organization who will and will not support your change efforts. In addition, a stakeholder analysis allows your team to determine how to treat these individuals, and what actions to take with them during the change process. This analysis is useful to ensure that your change management program can be implemented successfully sine these actions help minimize resistance to change.Learn More »
Stakeholder Interviews
A Stakeholder Interview is a discussion conducted with high- or low-level stakeholders in the organization regarding the change program. These interviews provide a deeper sense of the budget, timeline, and objectives for the change program as well as the people involved in the organization and its competition. The purpose of the stakeholder interview is to help outside change-makers gain a better understanding of the organization and the way it operates as well as what the stakeholders hope to achieve with the change.Learn More »
Standard Operating Procedure (SOP)
A Standard Operating Procedure, or SOP, is a document or process outline that has been created to show operators how to carry out a specific task, process or activity. It can be delivered as a document, presentation, workflow document, or even a video.Learn More »
Strategic Goals
Strategic Goals are the high-level, overarching objectives that an organization sets out to achieve over a set timeframe. They articulate what the organization plans to do to fulfill its mission and vision, and they form the foundation for designing and implementing strategic initiatives, which are the actual projects and programs that get implemented in service of accomplishing the Strategic Goals.Learn More »
Strategy Map
A Strategy Map is a clear visual representation of the major strategic objectives of an organization, usually based on a framework or model like the balanced scorecard. This representation is useful for communicating the organization’s strategy in a digestible way to employees at all levels of the organization.Learn More »
Strategy Roadmap
A Strategy Roadmap, also known as a Strategic Roadmap, is a visual depiction of where the organization currently is and where it would like to go in the future, including a plan to get from the current to the desired state.Learn More »
SWOT Analysis
SWOT Analysis is a strategic planning tool that explores an organization’s internal and external environment, including strengths, weaknesses, opportunities, and threats.Learn More »
Task List
A Task List is a prioritized list of all the tasks and responsibilities that need to be performed for a job or role on a team. The list typically shows everything that needs to be done in the order in which it needs to be completed.
Training Development Plan
A Training Development Plan is a series of checklists or action plans which act as working documents to support employees and line managers in elevating the skills and competence of a particular set of employees across a team. The correct implementation of a Training Development Plan ensures the manager and the employee are both meeting their personal growth goals while simultaneously developing their ability to achieve more in the workplace while helping to support the long-term strategies of the business.Learn More »
Values Statement
Values Statements articulate an organization’s core beliefs and principles that drive performance and behavior. They contain the essential and enduring tenets of an organization.Learn More »
Vision Statement
Vision Statements define and describe the vibrant future an organization wishes to create and achieve. The intention of a vision is to guide, inspire, and motivate people to reach the desired end state for the organization.Learn More »
Voice of the Customer Table
The Voice of the Customer Table is a template which helps business leaders and managers frame the inputs received through the process of carrying out a Voice of the Customer (VOC) exercise.Learn More »
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Operations Management Templates
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Our resident experts in manufacturing, business processes, and operations, along with our network of global manufacturing operations experts, have assembled a portfolio of free tools and templates for any manager or team focused on process innovation. Use these best practices as standalone processes or mix and match individual tools to create your own leading-edge collaborative environment. With Praxie, you’re up and running in minutes.
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