Data Collection Plan Template
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Our Data Collection Plan Excel Template is a simple tool that is designed to help you plan and organize your data collection process for your lean six sigma projects. The template is easy to use and can be customized to fit the specific needs of your project.
This worksheet allows you to clearly define what data is being collected, where it is being collected, when it is being collected, the frequency of collection, and who is responsible for collecting it. This helps you to ensure that all necessary data is collected in a timely and efficient manner.
This worksheet allows you to specify the method used for recording the data, whether it’s through surveys, interviews, observations, or any other method. This helps you to ensure that the data is recorded in a consistent and accurate manner.
You can learn more about data collection planning with our Data collection Guide.
A Data Collection Plan is a cornerstone of effective decision-making, ensuring that you gather the right information at the right time for meaningful analysis. By defining clear objectives, methods, and responsibilities, you can streamline your data-collection efforts and generate reliable insights that drive continuous improvement.
On this page, you can download our Data Collection Plan Template, which will help you:
- Identify Relevant Metrics: Pinpoint exactly what data needs to be collected to meet project goals or solve a particular problem.
- Determine Collection Methods: Decide how and when data will be collected, whether through manual checklists, automated systems, or surveys.
- Assign Roles and Responsibilities: Clarify who is accountable for gathering, validating, and reporting the data to maintain accuracy and consistency.
- Ensure Data Validity and Reliability: Establish quality checks and documentation practices so that your findings are trustworthy and easily auditable.
Download our Data Collection Plan Template now to take a proactive approach to data management, enhance organizational decision-making, and fuel your continuous improvement initiatives.

28 Days of Lean Mastery –
Free Templates Inside
Every day you’ll get a proven Lean tool, a tip to apply it, and a downloadable template.
- ✅ Daily email with Lean tools
- ✅ Excel + printable templates
- ✅ Bite-sized lessons you can use

28 Days of Lean Mastery –
Free Templates Inside
Every day you’ll get a proven Lean tool, a tip to apply it, and a downloadable template.
- ✅ Daily email with Lean tools
- ✅ Excel + printable templates
- ✅ Bite-sized lessons you can use

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