Six Sigma Tools for continuous quality improvement


Visual Scorecard
Also comes with
Scorecard template
(scroll down)

Check Sheet template

aka Quality Check Sheet or Tally Sheet template

What is a Tally Sheet template used for?


Check Sheet template

How to use your
Check Sheet template

The worker or team gathers data in real time at the place where the work happens — making simple hand drawn hash marks on the printed Check Sheet template each time that a problem occurs, or an event occurs that is believed to contribute toward
causing problems.

Although you can do some limited data analysis on this same sheet, it is far more powerful to summarize your data into a Quality Scorecard for much more insightful analysis.

(see the next section below)

How to personalize it

One of the biggest benefits of using ANY Systems2win template is that you can use everything you know about Microsoft Excel to make your document yours.

Familiar surroundings

Familiar Microsoft Excel

With your Systems2win templates, you can use everything you already know about familiar Microsoft Word and Excel


1) Define the types of problems, defects, or events that you want to analyze.

2) Define the time columns, which might be days, shifts, am/pm, or any other
consistent unit of time.

3) Define any user-defined columns. Perhaps symbols. Perhaps Product or Product Family. It's Excel. You already know how to easily add unlimited user rows or columns.

4) Define your Operational Definitions — to ensure that everyone collects and interprets data in the same way.
Perhaps link to related documents — such as perhaps the Operational Definitions template, if your criteria are particularly complex.

5) Optionally hide or unhide the section for the Defect Concentration Diagram,
which can contain a picture or diagram of the object, perhaps overlaid with clearly
defined boundary markers, so that the data entry person can indicate where each
type of problem occurs, perhaps using agreed-upon symbols for each type of problem.

6) Define your symbols (optional)

Usually, you will use an ink pen to draw a simple hash mark to indicate each time that a problem occurs during each time period.

If using a Defect Concentration Diagram, then a symbol can be associated with each problem (row) — to visually identify where each problem occurs.

A variation (without the Defect Concentration Diagram) is to use symbols to differentiate between different causes that manifest the same problem.

If you use Symbols — be sure to provide a Legend of what each symbol means.

7) Set the Print Area.

Perhaps change Print Orientation (between portrait or landscape)

And perhaps rearrange columns to be within our outside of your desired Print Area.

If you already know how to use Excel, then you already know how to do all of these personalizations.
If not, then like every Systems2win template, the Help sheet provides links to online training.

Bookmark = scorecard

Scorecard Analysis of Results

Video Help

Scorecard video Scorecard video

aka Quality Scorecard, Visual Scorecard, or Tally Sheet
Also serves as Production Schedule to Actual Report.

Before you begin

If all you want to do is to create a simple chart —

then see our online training for how to create simple Excel Charts.

If you want a well-designed system to organize your data —

then use your scorecard.xls template,
and see how much fun you have
personalizing your own scorecards


Quality Scorecard Excel template

The Visual Scorecard section of the Scorecard template

See how much fun you have personalizing your own

How to use it

On a periodic basis... (usually daily or weekly)

The check marks on the Check Sheet
are tallied up and the results are entered
into a Scorecard workbook for analysis
and process improvement.

The data from your Check Sheets becomes increasingly valuable when collected over
a long period of time.

Your Scorecard can also optionally summarize and analyze data from your production schedule, production results, scrap reporting, and any other data
that you want to analyze alongside your Check Sheet quality data.

On a longer periodic basis... (usually monthly)

Click the button for 'Period End Processing',
and watch it automatically:

  • Summarize the averages
    of your most recent month's data
    (in ways that make these charts possible — that show both monthly averages and current month details on a single chart)
  • Clear last month's data
    to make room for a fresh new month
    (in ways that avoid human errors and keep all of your formulas intact)

Whenever needed...

Analyze your well-organized data...

using your personalized Visual Scorecard section of your worksheet —
as well as perhaps any of your other favorite Excel data analysis tools —
such as these popular free tools:

Use the Copy Chart button
to copy a picture of any chart to the clipboard,
where it can then be pasted to any other type of document (Word, PowerPoint, etc)

How to personalize your Visual Scorecard

Again... if you're already familiar with Excel,
then you're going to find everything very familiar whenever you personalize any Systems2win template.

1) Add any type of Excel charts

2) Personalize any of the existing fields

3) Easily add your own custom fields & data

4) Easily hide or unhide the pre-formatted section for detailed 'History by Date'
only if you want to maintain detailed history on the same sheet with your Current Period and Prior Period Averages.

Benefits of your Systems2win Scorecard

1) Most statistical software assumes that you already have a good system for organizing and archiving your data.

That's a big assumption, isn't it?

2) A data analysis time frame longer than 1 week

Anyone can download a cheap Check Sheet off the Internet.
But is your goal to just gather data?
Or do you want to analyze it to make decisions?

Quality Scorecard

If you're going to make decisions, then is one week's worth of data sufficient?

Have you noticed how Check Sheets have a very short time horizon?
That's because they are designed to gather data — not to analyze it.

So what about your processes that deserve ongoing attention to quality?
(more than 1 week of short-term attention)

3) Pivot Tables and Filters

How are you going to use a Pivot Table on 1 week's worth of data?

Why even bother?

4) Pareto Charts

This Scorecard template comes with 3 pre-programmed Pareto charts.

Pareto Chart Excel
  1. Current period — which is located right beside a second Pareto chart
    for easy side-by-side comparisons with...
  2. Prior periods — and averages for each individual prior period —
    easily switching your Pareto chart by using simple pre-programmed dropdown lists
    that automatically scale to any number of prior periods.
  3. A third Pareto Chart that can also easily switch between any of the above —
    and with the click of a button, can be copied to ANY other document (Excel, Word, PowerPoint, etc.)
    just like our standard Pareto Chart template.
Excel Run Chart

5) Run Charts

Your Scorecard template comes with
a pre-programmed Run Chart
that allows you to easily select any column of data
to display in your Run Chart

6) Copy Charts

Use the Copy Chart button
to copy a picture of any chart to the clipboard,
where it can then be pasted to any other type of document (Word, PowerPoint, etc)

7) All the benefits that you've come to expect from every Systems2win template

Why reinvent

Why reinvent?

Consistent, standardized user interface — using familiar Microsoft Excel

Consistent lean systems for version control

Easily add any type of Excel Charts

Professional on-line training and videos

Helpful technical support when you need it



Bookmark = Reading

Suggested Reading and Resources for Tally Sheets

Wikipedia has a good page explaining the different types & purposes of Quality Check Sheets.


These Check Sheet templates come bundled with
all the other Six Sigma tools


and you can empower every team member
with steep quantity discounts



Begin using these tools now!








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