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Kaizen planning template

Kaizen planning template

This template provides a clear framework for tracking continuous improvement efforts from problem identification through implementation with structured analysis.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
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Kaizen planning template

This template provides a clear framework for tracking continuous improvement efforts from problem identification through implementation with structured analysis.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

This kaizen planning template is a systematic tool for implementing small, incremental changes that yield significant results. You’ll be able to document current processes, identify improvement opportunities, and create actionable plans with clear responsibilities.

According to research, kaizen events often deliver more effective solutions to organizational problems than many other problem-solving approaches. With sections for KPI tracking and risk assessment in the template, you can monitor implementation progress and address potential barriers before they impact your improvement initiatives.

Related categories

  • Operational excellence templates
  • Quality management templates
  • General templates
  • Manufacturing templates
  • Templates for business processes
Preview of the template
Page 1
Project Overview
Project Title
Project Sponsor
Project Start Date
Project End Date
Project Description
Current State Analysis
Describe the current state of the process
What are the key problems or opportunities for improvement?
What are the root causes of the problems?
What data or metrics support the need for improvement?
Future State Vision
What is the desired future state of the process?
What are the key performance indicators (KPIs) that will be improved?
What are the measurable targets for the KPIs?
What are the potential benefits of achieving the future state?
Kaizen Plan
What are the specific kaizen activities or countermeasures to be implemented?
Who are the team members responsible for each activity?
What are the target completion dates for each activity?
What resources (budget, equipment, training, etc.) are required to implement the kaizen?
How will the implementation of the kaizen be communicated and monitored?
Risk Assessment
What are the potential risks or barriers to successful implementation?
What mitigation strategies will be employed to address the risks?
Who is responsible for managing the risks?
Plan Review and Approval
Has the kaizen plan been reviewed and approved by the project sponsor?
What feedback or changes were requested by the project sponsor?
What is the final approval date of the kaizen plan?

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

What is kaizen? The complete guideWhat is karakuri kaizen? A practical guideTotal productive maintenance (TPM): A comprehensive guide
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Template collections

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Use cases

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10 principles of operational excellenceHow to implement operational excellence5 ways workflow automation streamlines business waste management4 ways process improvement increases profits

Frequently asked questions

How do you use a kaizen planning template effectively?

Use your kaizen planning template as a dynamic document that evolves throughout your improvement project. First, document the current state thoroughly with specific metrics, then involve team members in identifying root causes rather than symptoms. Set realistic timelines for implementation and review progress regularly, adjusting your approach based on real-world feedback and results.

What should you do if your kaizen implementation falls behind schedule?

Determine whether the delay stems from resource constraints, unforeseen technical challenges, or resistance to change. Focus on addressing root causes rather than symptoms. You might also consider breaking larger tasks into smaller steps, reallocating resources, or adjusting timelines if needed. Communicate transparently with stakeholders about the challenges and your adjusted approach instead of hiding difficulties.

How do you sustain improvements after completing your kaizen project?

Develop standard operating procedures that document new processes and train all affected employees. You can also set up regular audits to ensure compliance with new methods. Create ownership by assigning process champions who monitor performance and advocate for additional improvements when needed.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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