Tool 29: Checksheet


AKA

Tally Sheet

Classification

Data Collecting (DC)

Tool description

A checksheet is a simple form designed to record and quantify facts and data over a period of time. The construction of the checksheet should be tailored to collect data on specific categories and location of defects, frequency of events, or possible causes.

Typical application

  • To observe an operation and record specific data over a period of time.

  • To acquire a short-term observation of process variability on the current situation.

  • To identify what potential problem should be addressed first.

  • To confirm the effects of problems.

Problem-solving phase

Select and define problem or opportunity

Identify and analyze causes or potential change

Develop and plan possible solutions or change

Implement and evaluate solution or change

Measure and report solution or change results

Recognize and reward team efforts

Typically used by

3

Research/statistics

Creativity/innovation

Engineering

Project management

2

Manufacturing

Marketing/sales

4

Administration/documentation

Servicing/support

1

Customer/quality metrics

Change management

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links to other tools

before

  • Data Collection Strategy

  • Observation

  • Surveying

  • Interview Technique

  • Focus Group

after

  • Stratum Chart

  • Histogram

  • Frequency Distribution (FD)

  • Box Plot

  • Pareto Chart

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Notes and key points

Types of frequently used Checksheets:

  • To count occurrences (Tally ).

  • To measure activities (amounts, time, etc.)

  • To locate problems or defects (Defect Map)

Step-by-step procedure

  • STEP 1 Identify data to be collected. See example Customer Complaints.

  • STEP 2 Design checksheet for easy data capture.

  • STEP 3 Collect data for the stated time period. Example: 20 days.

  • STEP 4 After a specified period, total the check marks and input this data into the problem-solving process. Date the checksheet.

  • STEP 5 Note: For another type of checksheet, see the defect map approach.

Example of tool application

Customer Complaints

click to expand




Six Sigma Tool Navigator(c) The Master Guide for Teams
Six Sigma Tool Navigator: The Master Guide for Teams
ISBN: 1563272954
EAN: 2147483647
Year: 2005
Pages: 326

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