Continuous Improvement Experiment Tracker

{"Title":"Continuous Improvement Experiment Tracker","IntroductionHtml":"

Use this tracker to design, run, measure, and sustain short experiments that turn ideas into reliable day-to-day improvements. Be specific about the hypothesis, how you will measure success, how long you will run the test, and who will own follow-up. Where possible capture before-and-after data so the team can see what actually changed.

","SubmitLabel":"Save experiment","SuccessMessage":"Experiment saved. You can reopen and update this record or run a new experiment from the template.","DataType":"CIExperiment","SchemaVersion":"1.0","Fields":[{"Key":"title","Type":"text","Label":"Experiment title","HelpText":"Give this experiment a clear, searchable name (e.g., 'Reduce setup time on Press A').","Required":true},{"Key":"owner","Type":"text","Label":"Owner","HelpText":"Person responsible for running the experiment and following up (name and role).","Required":true},{"Key":"stakeholders","Type":"text","Label":"Stakeholders","HelpText":"People or teams to inform or involve (comma-separated).","Required":false},{"Key":"start_date","Type":"text","Label":"Planned start date","HelpText":"Use YYYY-MM-DD or describe the planned start. (Date fields may integrate in future versions.)","Required":false},{"Key":"end_date","Type":"text","Label":"Planned end date","HelpText":"Planned end date or run length (e.g., '2 weeks' or a date).","Required":false},{"Key":"hunger_or_problem","Type":"textarea","Label":"Hunger / problem this experiment addresses","HelpText":"Describe the real outcome you hope to improve (customer need, waste to reduce, quality failure, downtime, etc.).","Required":true},{"Key":"hypothesis","Type":"textarea","Label":"Hypothesis","HelpText":"State a simple, testable hypothesis in 'If we... then...' form, including the signal you expect to change.","Required":true},{"Key":"metric_name","Type":"text","Label":"Primary metric name","HelpText":"What exactly will you measure (e.g., 'average setup time (minutes)', 'first pass yield %', 'downtime minutes per shift').","Required":true},{"Key":"metric_calculation","Type":"text","Label":"How the metric is calculated","HelpText":"Explain how to compute the metric from raw observations or system values so everyone measures the same way.","Required":true},{"Key":"baseline_value","Type":"number","Label":"Baseline value","HelpText":"Current value measured before the experiment (use the same units as the metric). If unknown, describe how you'll determine baseline in the data collection plan.","Required":false},{"Key":"baseline_period","Type":"text","Label":"Baseline measurement period","HelpText":"The period used to calculate baseline (e.g., 'last 30 days', 'last 5 shifts').","Required":false},{"Key":"target_value","Type":"number","Label":"Target value","HelpText":"Numeric target or improvement goal (e.g., reduce from 12 to 8 minutes). If percentage or ratio, enter the numeric value (e.g., 20 for 20%).","Required":true},{"Key":"target_definition","Type":"text","Label":"Success criteria & acceptance","HelpText":"Be explicit: what will count as success? Include confidence or sample-size guidance if appropriate.","Required":true},{"Key":"run_instructions","Type":"textarea","Label":"Experiment run instructions","HelpText":"Step-by-step instructions the team will follow during the experiment. Include who does what, when, and any control conditions.","Required":true},{"Key":"required_materials","Type":"textarea","Label":"Required materials, tools, or support","HelpText":"List forms, equipment, permissions, data access, or training needed to run the test.","Required":false},{"Key":"data_collection_frequency","Type":"select","Label":"Data collection frequency","HelpText":"How often you'll collect or record measurements during the run.","Options":[{"Value":"per_shift","Label":"Per shift"},{"Value":"daily","Label":"Daily"},{"Value":"weekly","Label":"Weekly"},{"Value":"once_before_and_after","Label":"Before and after only"},{"Value":"other","Label":"Other (describe below)"}],"Required":true},{"Key":"data_collection_plan","Type":"textarea","Label":"Data collection plan (who, what, how)","HelpText":"Describe who will collect data, what tools they'll use, where values will be stored, and any sampling rules. If you plan to paste a CSV summary, paste it in the Data points field below.","Required":true},{"Key":"data_points","Type":"textarea","Label":"Collected data / paste CSV or summarized values","HelpText":"Paste measured values, a short CSV, or a summarized table (e.g., 'shift1: 12, shift2: 9, ...'). If you have a system, note where the raw data lives for later analysis.","Required":false},{"Key":"results_summary","Type":"textarea","Label":"Results summary","HelpText":"Summarize what happened: observed changes, unexpected effects, and any contextual notes that could explain the result.","Required":false},{"Key":"target_met","Type":"yesno","Label":"Did the experiment meet the target?","HelpText":"Yes = target achieved as defined in success criteria. No = target not met.","Required":false},{"Key":"statistical_note","Type":"select","Label":"Statistical confidence / note","HelpText":"If applicable, indicate whether results appear statistically meaningful or require further testing.","Options":[{"Value":"not_assessed","Label":"Not assessed"},{"Value":"apparent_change","Label":"Apparent change (informal)"},{"Value":"statistically_significant","Label":"Statistically significant"}],"Required":false},{"Key":"lessons_and_observations","Type":"textarea","Label":"Key lessons and observations","HelpText":"What did the team learn about the process, people, materials, or measurement? List root causes surfaced or constraints discovered.","Required":false},{"Key":"sustainment_plan","Type":"textarea","Label":"Sustainment & standardization actions","HelpText":"If the experiment succeeded, what steps will make the change part of standard work? If it failed, what next steps will you take? Be specific about changes to SOPs, checklists, training, or control plans.","Required":false},{"Key":"sustainment_checklist_done","Type":"checkbox","Label":"Sustainment checklist","HelpText":"Check items the team completed to sustain improvement.","Options":[{"Value":"update_sop","Label":"Update standard work / SOP"},{"Value":"train_team","Label":"Train affected employees"},{"Value":"add_kpi_to_board","Label":"Add metric to shop floor board / dashboard"},{"Value":"assign_monitoring","Label":"Assign monitoring & owner"},{"Value":"schedule_followup","Label":"Schedule follow-up review"}],"Required":false},{"Key":"follow_up_date","Type":"text","Label":"Planned follow-up review date","HelpText":"When the team will review the experiment outcome and confirm sustainment (YYYY-MM-DD or descriptive).","Required":false},{"Key":"attachments_location","Type":"text","Label":"Attachments or raw data location","HelpText":"Note folder, system, or link where raw data, photos, or additional files are stored (do not paste heavy files here).","Required":false},{"Key":"notes_for_next_experiment","Type":"textarea","Label":"Notes for the next experiment","HelpText":"Ideas for the next run, recommended adjustments, or hypotheses to explore next.","Required":false}]}