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Quad chart template
A quad chart is a one-page summary of a project, idea or plan, split into four boxes on a landscape page: text in most of them and one picture. It is built to brief a decision maker fast. No standard fixes the four boxes, so this template uses the common layout: the idea and its owner at top left, the problem or need at top right, the approach with a picture at bottom left, and cost, schedule and result at bottom right. The PDF is a printable form plus a worked example of a changeover project. The Excel version counts the words in each box and flags a box that passes the limit, so the page stays readable. A quad chart is not an SQDC board, which tracks daily results, and it is not a 2x2 matrix such as an impact/effort matrix. For the full story of a problem solve, use the A3 template.
Free to use: print it, copy it and edit it for your team. Enter your name and work email once to download.
Fields for project title, owner, date and status above a landscape page split into four boxes for the idea and its owner, the problem or need, the approach with a picture area, and cost, schedule and result.Four-box layoutTitle, owner, date and statusPicture boxWord count per boxWorked exampleQuad chart or something else?
When to use it
When to use a quad chart
- To brief a manager or review panel on a project in half a minute, before or instead of a longer report.
- At a kaizen event readout or project review, with one page per project so they can be compared side by side.
- To ask for a decision, such as a trial, a budget or a schedule change, with the facts it rests on in one place.
- To pitch an improvement idea before it becomes a project.
- Not for tracking daily results (use a tier board) or for working out a root cause (use an A3 or a 5 Whys).
How to fill it in
- 1
Name the project and its owner
Fill in the title, owner, date and status. One owner, by name. A chart with no owner has no one to ask about it.
- 2
Write the idea (box 1)
One sentence on what the project is, then who owns it and where it applies. If you cannot say it in a sentence, the scope is not clear yet.
- 3
State the problem or need (box 2)
What is wrong now and who feels it, with one number, its unit and where it came from. A reader should know from this box alone whether the project matters.
- 4
Describe the approach (box 3)
What you will do, in order, and one picture: a sketch of the new layout, a before and after photo or a simple flow. The picture does more work than the words.
- 5
Give cost, schedule and result (box 4)
What it costs, the dates that matter, the result so far against the target, and the decision you want from the reader.
- 6
Cut it to fit
Aim for about 60 words a box. In the Excel version the count under each box turns amber past the limit. Cut words rather than shrinking the type, and print it landscape.
A filled-in example
Illustrative, not a benchmarkAn example: a changeover project on press 7, using the same illustrative goal as the SMART goals template.
- Box 1: cut changeover time on press 7, owned by the press area supervisor, on the press line first shift.
- Box 2: changeovers take 48 minutes, which keeps batches large on the press line. The source is the changeover log.
- Box 3: separate the setup steps done with the press stopped from those that can be done while it runs, stage tools and the next die beside the press, and add a first-piece check. The picture shows the changeover sequence before and after.
- Box 4: staff time only, no new equipment, 1 August to 30 November. On 1 October the changeover is 38 minutes against a target of 20, and the decision wanted is a one-shift trial.
The whole project reads in about half a minute: what it is, why it matters, what is being done, and what is being asked for.
Common mistakes
Too much text
A quad chart that needs scrolling or small type has stopped being a summary. If a box is full, the detail belongs in an A3 or a project plan that the chart points to.
No picture
Four boxes of words is a memo cut into pieces. One sketch, photo or flow in the approach box is what makes the page quick to read.
No owner or date
Without them the reader cannot tell who to ask or how old the numbers are. Both go in the header.
Stale numbers
A chart showing last quarter's result under this quarter's title misleads. Update the result and the date, or take the chart down.
Using it as a live board
A quad chart summarises a project at a point in time. For results that change daily, use an SQDC or tier board and link to it.
Download the template
Free to use: print it, copy it and edit it for your team. Enter your name and work email once to download.
Run this template in LeanSuite
LeanSuite's continuous improvement software runs every project the same way with built-in A3, DMAIC and PDCA templates, and tracks projected and actual savings for each one.
See it in a 45-minute demoIn the lean glossary
FAQ
Quad chart template: common questions
A quad chart is a one-page summary of a project, idea or plan in four boxes on a landscape page, usually with short text and one picture. It is used to brief decision makers quickly.
There is no fixed standard. A common layout puts the idea and its owner top left, the problem or need top right, the approach and a picture bottom left, and cost, schedule and result bottom right. This template uses that layout.
No. A SWOT or an impact/effort matrix sorts items on two axes. A quad chart summarises one project in four boxes. They both have four areas, which is why the names get mixed up.
No. An SQDC or SQCDP board tracks results by pillar every day. A quad chart summarises a project once, at a point in time, and is updated when the project changes.
Use a landscape slide with a 2 by 2 table, put short bullets in each cell and one picture in the approach box, and keep the type large enough to read when printed. Or print this template and fill it in by hand.
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- Cost per unit worksheet (manufacturing cost per good unit)One product's cost per good unit by materials, labor, machine and overhead, the gap to target, and which cost lever is worth most a year.
- Digital manufacturing readiness assessmentScore 24 statements on process, technology and people from 0 to 4, check the balance between them and rank the gaps by what matters in your plant.
- Manufacturing KPI dashboard templateWeekly plant numbers in, 14 KPIs out: OEE and its parts, first pass yield, scrap, on-time delivery, recordable rate, cost and absence, each against a target.
- RCM worksheet (failure mode and task selection)Failure modes classed as hidden, safety, operational or non-operational, then a task chosen for each: condition-based, discard, failure-finding, redesign or run to failure.
- Error-proofing verification log (daily master-sample check)Each poka-yoke device proved every day or week with a known-bad sample, with missed checks counted and the hours and parts at risk worked out when one fails.
- Training matrix template with expiry datesPeople by required trainings with expiry dates, OK, due, expired and missing flags, compliance by person and area, cover per training and a renewal list.
- Downtime reason codes template26 starter codes mapped to the six big losses, a log with drop-downs, a Pareto by code and by loss, and a code card for the line.
- Defect catalogue template with boundary samplesEvery defect with a definition, a class and the reason for it, measured accept and reject limits by zone, boundary samples, a defect log with DPU and Pareto, and an inspector agreement check.
- I-MR chart template (individuals and moving range)Up to 100 single readings with moving ranges, limits from a baseline, five run-rule flags, both charts, a second phase and a reaction log.
- Attribute control chart template (p, np, c and u charts)p, np, c and u charts in one workbook: a chart selector, a sample size check, limits for each subgroup, signal flags and four worked examples.
- Critical spare parts list and stocking levelsAssets ranked by consequence, each part classed and given a stocking policy, and min and max worked out from usage and lead time, with the downtime each stock-out would cost.
- Tier 2 meeting agenda and escalation sheetA 15-minute tier 2 agenda in ten timed blocks, fixed roles and rules, escalation triggers with time limits, and a log that ages every escalation and sends the answer back down.
- HACCP plan template: hazard analysis and CCP worksheetThe Codex 12 steps in one workbook: team and product, process steps checked on site, hazard analysis with the CCP decision tree, the CCP table with completeness checks, an allergen matrix and a verification schedule.
- Forklift operator training and evaluation recordPer-operator training and evaluation record, a register with three-year due dates and refresher triggers, and a weighted practical evaluation scoresheet.
- REBA worksheet (Rapid Entire Body Assessment)Score up to six postures with REBA: body-part drop-downs, Tables A, B and C as lookups, final score and action level, and a before and after comparison.
- Mock recall template: traceability exercise worksheetTrace a finished lot back to every input lot and forward to every first customer, reconcile the quantities against a tolerance and time it against your target.
- ISO 9001 internal audit checklist (production area)46 audit questions for the production floor in 11 processes, each with its ISO 9001:2015 clause, what evidence to look for and the sample to take, plus five defined grades, a findings log, a finding report and a summary by clause.
- ISO 45001 internal audit checklist44 audit questions for the plant floor in 16 safety topics, each with its ISO 45001:2018 clause, the evidence to look for and the sample to take, plus 12 worker interview prompts, a findings log and a summary by clause.
- Plan for every part (PFEP) templateOne row per part: supplier, pack, container, usage, lead time and locations, with ABC classes, market and line kanban counts and a lineside space check.
- Food plant GMP inspection checklist (21 CFR 117 subpart B)55 checks in the order of 21 CFR 117 subpart B, each citing its paragraph and saying what to look at, with a grade, finding, owner and due date; results by section and grade, a walk route and a bakery example.
- Master sanitation schedule with pre-op verificationA master list of cleaning tasks by area and equipment with frequency, chemical, lockout, who and next due date, a weekly on-time count, and the pre-operational verification log with a release step.
- Changeover matrix templateA from-to matrix of changeover minutes with the clean each transition needs (allergen, colour, format), and a weekly planner that totals the order and suggests a shorter one.
- Overhead crane inspection checklist: frequent and periodic34 crane checks tied to OSHA 1910.179: an operator's pre-shift card, frequent and periodic inspections with signed records, a deficiency and tag-out log, and a register of next due dates.
- Measurement uncertainty budget templateA GUM uncertainty budget: Type A and B rows, divisors by distribution, sensitivity coefficients, uc, νeff, k from the t-table, U, TUR and a guard band check.
- Maintenance job plan templateOne job planned on one sheet: steps and craft hours, parts checked against stock, tools, lockout and permits, documents, a ready check for the schedule, and technician feedback.
- Video time study filming checklistA pre-shoot checklist and shot log for filming a time study on video: camera, light, people, settings, power and review.
- Reorder point and safety stock sheet (many parts)Safety stock, reorder point, order quantity and an order list for up to 500 parts, worked out from each part's own demand and lead time history.
- OSHA compliance calendar (general industry)37 recurring federal OSHA duties with the paragraph, interval, owner, next due date and an overdue flag, plus a 12-month view and counts by owner.
- TRIR and DART rate trackerMonthly hours, OSHA 300 case counts and near misses in; rolling 12-month TRIR and DART rate, a case budget against your target and a trend chart out.
- Energy use and EnPI trackerMonthly electricity, gas and fuel in one unit, a 12-month regression baseline, expected against actual energy for each month, an EnPI ratio, the running saving and the tests that say whether the model can be trusted.
- FIFO lane sizing sheetThe maximum for a FIFO lane from the stop it must cover, in whole containers, with length, refill and wait checks for up to eight lanes.
- Machine guarding inspection sheetA machine register with due dates and a status per machine, 21 checks tied to OSHA 1910.212, .219 and .147, a guard opening check against Table O-10, and an action log.
- Condition monitoring route sheetA route of measuring points with baselines, alert and alarm limits, a check interval from the P-F interval, readings with rising and overdue flags, and an exceptions list worst first.
- Fire extinguisher inspection logOne row for every portable extinguisher: hydro test interval from OSHA Table L-1, annual and 6-year due dates, a 12-month check grid and open issues.
- Toolbox talk topics (52 weekly topics)52 weekly toolbox talk topics, each with a one-line key message and a discussion question, and a tracker for the year.
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A shift handover sheet, a red tag log, a changeover checklist for one machine: if your team uses it on the floor, ask.