Following are some resources we've either created or recommend. A recommendation means we've used them and have been impressed with the results.
Online Root Cause Analysis workshop - Here's where you'll find an electronic version of my root cause workshop. It's excellent when you have a small number of people to train, or are trying to earn some continuing education credits for recertification. The course is very highly rated compared to other e-courses.
Online Performance Metrics workshop - Here's where you'll find an electronic version of my performance metrics workshop. When you don't need to train a large group, this is a low-cost option, with lots of examples, case studies, and Q&A.
SigmaXL - I was amazed to find that this software allows you to do Monte Carlo simulation. It's basically a statistics package that runs in Excel, but if you get the DiscoverSim addition, the additional power available is phenomenal for the price.
QI Macros - Allows you to analyze data using a simple set of tools (e.g., paretos, run charts, histograms, control charts). All you do is put your data in MSExcel, and this set of macros will allow you to analyze it very quickly without having to learn a whole new application.
David Walker Designs - This organization managed the update of my website. Quick, professional and inexpensive. Great job!
APLOMET Checklists - Following are some checklists, forms and other documents I've developed over the years as part of working with organizations. Feel free to download and use them to help improve your organization.
Auditor Self Assessment form - Use for QMS auditors. Have them do an occassional self-assessment of their audit skills and develop a plan for improvement.
Project Management Skills Assessment - For evaluating the basic skills of a project manager. It could be used for ongoing development or to provide feedback after completion of a project.
Post Project Audit Form - Useful for assessing a project after it has been completed to determine the degree to which the project met overall objectives and plan and was done in accordance with good project management principles.
Professional Trainer Assessment - Do you have or are you developing or considering hiring a trainer? This evaluation form lets you assess their knowledge and experience relative to training adults.
Facilitation Checklist - If you're responsible for facilitating groups this list of issues to consider may be quite useful.
Change Management Checklist - If you would like to improve the results of change initiatives in your organization this checklist can help.
SIPOC Form - A fundamental tool for helping people understand process management. It can be used to look at interrelationships between suppliers, processes and customers, as well as the inputs & outputs and related performance measures.
Process Management Maturity Matrix - Want to see how well your organization manages processes? Here's a maturity matrix developed for just that purpose.
Metrics Worksheet - If you're developing some metrics this worksheet can help ensure you've considered many of the issues necessary for defining, capturing and using the metrics.
Musings: My Blog
|Long Way to Go?|
|Redefining Risk Management|
|Lack of Learning?|
|Stepping Up from Quality Auditor|
|Zen and RCA|
|Heading in the Right Direction|
|Words of Internal Audit Reporting Wisdom|
|A Great Learning Tool|
|Internal Audit Behind the Curve?|
|FAA Courses on Human Error|
|Significant Gap in Perception|
|Internal Auditor Skills|