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LEAN: Understanding Check Sheets
Series on Quality Systems Management Tools
Dr. Sharon L. Burton, DBA
Goal
The goal of this lesson is for users to understand
the usage of a Check Sheet as a quality and
business process improvement tool.
Learning Objectives
At the end of this lesson users should be able to
 Articulate the usage of a Check Sheet
 Explain how to develop a Check Sheet
 Demonstrate the development of a Check Sheet
What is a Check Sheet?
Check Sheet is:
A structured form for collecting and analyzing
data. It is a basic tool that can be adapted for a
wide variety of purposes in quality systems
management.
What are the Usages of a Check Sheet?
Check Sheet Usage:
 For gathering data from a production process
 Use while data can be witnessed and collected
recurrently by the same individual or at the same
location
 Collecting data in real-time and at the site where
the data is generated
 Qualitative data
 Quantitative data
What is the defining characteristic of the
check sheet?
An important distinguishing point of a check sheet
is that information and data is documented by
making marks (e.g., checks, lines) on it.
What are the different types of check sheets?
Check List: Task items are documented for a particular
process. As each item is completed, it is checked off.
Classification: Tracks a defect or failure mode into categories.
Frequency: Tracks the presence or absence of a trait or
combination of traits: and tracks the quantity of occurrences of
a trait on a part.
Location: Tracks physical location of a trait that is indicated on
a picture of a part or item being evaluated.
Measurement Scale: Tracks by intervals; measurements are
specified by checking an appropriate interval.
Daily Number of Recommended Defects to Track
10 is the recommended number of defects to track
per day.
Creation Time to Allot for the Check Sheet Diagram
From Start to Finish Allow 5 hours
• Data Collection: 1-3 hours
• Diagramming the Check List: 1 hour
• Walk through of Check List with Stakeholders: 1 hour
How to Develop a type of Check Sheet?
How to Develop a type of Check Sheet?
How to Develop a type of Check Sheet?
How to Develop a type of Check Sheet?
How to Develop a type of Check Sheet?
How to Develop a type of Check Sheet?
How to Develop a type of Check Sheet?
How to Develop a type of Check Sheet?
Bibliography
Chaneski, W. S. (1998). Reviewing seven tools for quality management.
Modern Machine Shop, 70(12), 50.
Czajkowska, A., Stasiak-Betlejewska, R. (2015). Quality management tools
applying in the strategy of logistics services quality improvement. Serbian
Journal of Management [serial online]. September 2015; 10(2), 225-234.
Available from Business Source Complete, Ipswich, MA. Accessed June
7, 2016.
Gonzalez, M. E., Quesada, G., Davis, J., & Mora-Monge, C. (2015).
Application of quality management tools in the evaluation of websites: The
case of sports organizations. Quality Management Journal, 22(1), 30-46,
Rich, C. R., & Valle, M. (2012). Quality Control Tools for Project Management:
A classroom exercise. Business Education Innovation Journal, 4(2), 87-93.

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Lean: Understanding Check Sheets

  • 1. 1 LEAN: Understanding Check Sheets Series on Quality Systems Management Tools Dr. Sharon L. Burton, DBA
  • 2. Goal The goal of this lesson is for users to understand the usage of a Check Sheet as a quality and business process improvement tool.
  • 3. Learning Objectives At the end of this lesson users should be able to  Articulate the usage of a Check Sheet  Explain how to develop a Check Sheet  Demonstrate the development of a Check Sheet
  • 4. What is a Check Sheet? Check Sheet is: A structured form for collecting and analyzing data. It is a basic tool that can be adapted for a wide variety of purposes in quality systems management.
  • 5. What are the Usages of a Check Sheet? Check Sheet Usage:  For gathering data from a production process  Use while data can be witnessed and collected recurrently by the same individual or at the same location  Collecting data in real-time and at the site where the data is generated  Qualitative data  Quantitative data
  • 6. What is the defining characteristic of the check sheet? An important distinguishing point of a check sheet is that information and data is documented by making marks (e.g., checks, lines) on it.
  • 7. What are the different types of check sheets? Check List: Task items are documented for a particular process. As each item is completed, it is checked off. Classification: Tracks a defect or failure mode into categories. Frequency: Tracks the presence or absence of a trait or combination of traits: and tracks the quantity of occurrences of a trait on a part. Location: Tracks physical location of a trait that is indicated on a picture of a part or item being evaluated. Measurement Scale: Tracks by intervals; measurements are specified by checking an appropriate interval.
  • 8. Daily Number of Recommended Defects to Track 10 is the recommended number of defects to track per day.
  • 9. Creation Time to Allot for the Check Sheet Diagram From Start to Finish Allow 5 hours • Data Collection: 1-3 hours • Diagramming the Check List: 1 hour • Walk through of Check List with Stakeholders: 1 hour
  • 10. How to Develop a type of Check Sheet?
  • 11. How to Develop a type of Check Sheet?
  • 12. How to Develop a type of Check Sheet?
  • 13. How to Develop a type of Check Sheet?
  • 14. How to Develop a type of Check Sheet?
  • 15. How to Develop a type of Check Sheet?
  • 16. How to Develop a type of Check Sheet?
  • 17. How to Develop a type of Check Sheet?
  • 18. Bibliography Chaneski, W. S. (1998). Reviewing seven tools for quality management. Modern Machine Shop, 70(12), 50. Czajkowska, A., Stasiak-Betlejewska, R. (2015). Quality management tools applying in the strategy of logistics services quality improvement. Serbian Journal of Management [serial online]. September 2015; 10(2), 225-234. Available from Business Source Complete, Ipswich, MA. Accessed June 7, 2016. Gonzalez, M. E., Quesada, G., Davis, J., & Mora-Monge, C. (2015). Application of quality management tools in the evaluation of websites: The case of sports organizations. Quality Management Journal, 22(1), 30-46, Rich, C. R., & Valle, M. (2012). Quality Control Tools for Project Management: A classroom exercise. Business Education Innovation Journal, 4(2), 87-93.