Briefcase – Visual Management Boards and Huddles

All forms, tools, and resources to support Visual Management Boards and Huddles are available on this page. Expand the categories below to access the relevant resources.

Attribution

Please note: Some of the QI Forms and Resources were developed through collaboration with and/or based on materials developed by John Black and Associates.

Visual Management Maturity Assessment Tool - Excel (QI Form)
(XLSX 487.72 KB)
Published September 11, 2026
Visual Management Maturity Assessment Tool - Printable (QI Form)
(PDF 470.13 KB)
Published September 11, 2026
Visual Management Maturity Assessment Work Standard (QI Form)
(PDF 268.88 KB)
Published September 9, 2026

Use these resources to assess the maturity of your visual management boards and related elements. Submit your results on the Visual Management Assessment Tracking SharePoint Site once completed.

A3 Template - Problem Solving (QI Form)
(DOCX 64.35 KB)
Published May 15, 2026
SAFE - Safety Improvement Dashboard Template
(DOCX 106.47 KB)
Published April 23, 2025
Safety Cross - 12-Months (QI Form)
(PDF 46.72 KB)
Published January 17, 2024
Safety Cross - Monthly (QI Form)
(PDF 230.09 KB)
Published January 17, 2024
Safety Cross - Monthly - Landscape (QI Form)
(PDF 395.37 KB)
Published January 17, 2024
Standard Work Template
(DOCX 50.45 KB)
Published January 4, 2024
VM Board Key Categories (QI Form)
(PDF 457.37 KB)
Published February 20, 2025
VM Key Categories Example (QI Form)
(PDF 1.75 MB)
Published February 20, 2025
VM Key Categories Worksheet (QI Form)
(PDF 983.62 KB)
Published February 20, 2025
Work Standard - SAFE Safety Improvement Dashboard
(PDF 371.03 KB)
Published April 23, 2025
Work Standard Template
(DOCX 50.6 KB)
Published January 4, 2024
Corrective Action Plan (QI Form)
(DOCX 98.01 KB)
Published January 31, 2024
Eight Wastes (QI Form)
(PDF 305.26 KB)
Published September 3, 2026
Idea Summary Sheet (QI Form)
(PDF 356.15 KB)
Published January 3, 2024
Improvement Summary (QI Form)
(PDF 115.7 KB)
Published July 11, 2024
Optimizing Flow: The 7 Flows of Healthcare
(PDF 10.2 MB)
Published February 5, 2026
PDSA Cycle (QI Form)
(PDF 243.39 KB)
Published February 25, 2026
PICK chart graphic
(PDF 11.63 KB)
Published February 5, 2026
Stick Tally (QI Form)
(PDF 97.26 KB)
Published January 15, 2024
Corrective Action Plan (QI Form)
(DOCX 98.01 KB)
Published January 31, 2024
Frequency Measuring Chart (QI Form)
(XLSX 15.51 KB)
Published February 20, 2025
How to Make a Pareto Chart
(DOC 1.28 MB)
Published September 22, 2022
Measurement Plan Template 1
(DOCX 36.51 KB)
Published January 31, 2025
Measurement Plan Template 2
(DOCX 29.9 KB)
Published January 31, 2025
Pareto Template
(XLS 157 KB)
Published September 22, 2022
Percent Load Chart (QI Form)
(PDF 144.52 KB)
Published January 15, 2024
Percent Load Chart - How-to (QI Form)
(PDF 466.45 KB)
Published January 15, 2024
Run Chart Analysis Toolkit
(PDF 1011.28 KB)
Published February 15, 2024
Run Chart Rules
(PDF 513.77 KB)
Published June 15, 2023
Run Chart Template
(XLS 645.5 KB)
Published June 15, 2023
Run Chart Template - Manual (QI Form)
(PDF 135.12 KB)
Published February 20, 2025
Stick Tally (QI Form)
(PDF 97.26 KB)
Published January 15, 2024
Takt Time Worksheet (QI Form)
(PDF 212.19 KB)
Published January 15, 2024
Huddle Talks Guide (QI)
(PDF 683.65 KB)
Published September 10, 2025
PDSA Worksheet - TEMPLATE 2 (QI Form)
(DOCX 45.61 KB)
Published January 17, 2025
PDSA Worksheet TEMPLATE 1 (QI Form)
(DOCX 32.79 KB)
Published January 15, 2024
Visual Management Boards and Huddles Intro Summary (QI Form)
(PDF 109.41 KB)
Published September 11, 2026

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Contact Info

All other questions or information requests can be directed to qilearning@saskhealthauthority.ca