Skip to main content

Lean Tools, Training, and Systems

Measurement Selection

Why is this important?

Use your Measurement Selection templates to answer the (all-important) question:

What should we measure to improve and control this process?

(that our customers care about most)

If your customer doesn't care about it..

Why are you measuring it?

Why are you developing and supporting features that your customers don't care about?

When should we do measurement selection?

After gathering your Voice of the Customer data, and after customer segmentation.

Which tool should we use?

Measurement Selection Matrix

Your Measurement Selection Matrix is the fastest, simplest way to answer the question:

"What should we measure that our customers care about most?"

As a rule... simple is good.

In the next section on this page, you will find the training for how to use this popular template

Measurement Selection template

Cause and Effect Matrix

Your Cause & Effect Matrix provides another simple way to answer that same (important) question:

"What should we measure that our customers care most about?"

That question is important enough that many teams will use multiple tools, to consider customer needs from multiple perspectives.

Cause and Effect Matrix template

QFD House of Quality

Answering that same question is so important that it sometimes justifies bringing out the big gun.

One of the most sophisticated quality improvement tools, your QFD template provides a guiding structure for a cross-functional product development team to rapidly design and deploy new products and services.

QFD template

How to use your

Measurement Selection template

Find and open your template

Find and open your Measurement Selection template


in the same way that you find and open your other 150+ Systems2win templates.

Excel Ribbon bar > Systems2win menu

Save your working document

following the usual document storage and naming conventions established by your leaders

Open a Blank Sheet

When you're ready to start doing your own real work...

click the button to 'Open a Blank Sheet'

Excel Ribbon bar > Systems2win tab > Open a Blank Sheet

This blank sheet is where you will do your real work

(not on the Sample sheet — which gives you sample data that is extremely helpful for learning how to use your new tool, but is the wrong place to do your real work)

Systems2win menu > Open a Blank Sheet

Rename your new sheet.

If English is not your preferred language

Switch to your language, just like every Systems2win Excel template.

Now your team is ready to get started...

Step 1) List Customer Requirements

Perhaps using your Voice of the Customer Data Collection Worksheet and/or Voice of the Customer Requirements Translation Worksheet.

And be sure to clearly define your Operational Definitions.

Step 2) List Potential Output Measurement Metrics

Perhaps use Hansei Lean Thinking, brainstorming, SIPOC Diagram, data already being collected, intuition, etc.

Time to reflect

Step 3) Define your team's agreed-upon Correlation Rating System

Document your team's agreed-upon Correlation Rating System

by editing the Legend text box. (Which can be re-sized and/or moved)

Your rating system should be numeric — not symbols.

Use a period (.) to indicate that your team has discussed it and decided that the correlation is zero.

A blank cell indicates that your team has not yet decided on a correlation value.

See ideas for different types of rating scales.

Step 4) Identify Other Factors to Consider

In the section for 'Additional Criteria', add rows for other factors to consider.

Perhaps define agreed-upon rating systems for each factor.

Step 5) Assign Values

Discuss and agree upon Correlation Values for each combination of Customer Requirement and possible Measurement Metric.

Discuss and agree upon values for each Additional Criteria.

Measurement Selection template

You'll get a lot more out of this training if you have your template open in front of you

And like every Systems2win template, click any column header for pop-up help

Step 6) Select Measures

Decide which Metrics are worth collecting, and make data collection plans.

Tip: Many teams will find that they are able to quickly reach consensus just by visually reviewing the data.

If, however, you believe that it might be helpful to concoct some formulas to help analyze your assigned values,
you have all of the power of Excel at your disposal.

Step 7) Establish Data Collection Plan


This Measurement Selection template comes with many other useful tools for Continuous Process Improvement



to empower every team member





Training and Coaching

Consider Training and Coaching to support your teams to succeed



Schedule a Conference

Schedule a conference
to discuss your challenges
with an experienced lean advisor







Own Yours Now

If your organization has
not yet provided a license,
own yours now