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OWA Tools & Templates

Tools & Templates

Find the templates, tools, reference cards, and playbooks needed to support Performance-to-Plan execution, problem solving, planning, and continuous improvement.

Resource Library

A single access point for OWA execution support materials.

Use this page as the front door for structured Performance-to-Plan materials, problem-solving templates, improvement tools, reference cards, and playbooks.

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P2P Canvas Template
Template

P2P Canvas Template

A PowerPoint template for organizing Performance-to-Plan work into a structured canvas.

P2P Driver Tree Template
Template

P2P Driver Tree Template

A template for mapping outcomes, drivers, and contributing factors in a Performance-to-Plan effort.

Bowler Chart Template
Template

Bowler Chart Template

A PowerPoint template for visual performance tracking and recurring metric review.

Bowler Excel Template
Template

Bowler Excel Template

An Excel-based bowler chart for tracking measures, status, and performance over time.

Forum Briefing Template
Template

Forum Briefing Template

A briefing template for communicating Performance-to-Plan progress, outcomes, and decision points.

5 Why Template
Template

5 Why Template

A root-cause analysis template for exploring why a problem is occurring.

Fishbone Diagram Template
Template

Fishbone Diagram Template

A cause-and-effect diagram template for organizing potential root causes.

Current State Process Map Template
Template

Current State Process Map Template

A template for documenting current workflows and process steps before improvement work.

Prioritization Matrix Template
Template

Prioritization Matrix Template

An Excel matrix for comparing, ranking, and prioritizing actions or improvement options.

Pareto Chart Template
Template

Pareto Chart Template

An Excel template for using Pareto analysis to identify high-impact contributors.

POAM Template
Template

POAM Template

A Plan of Action and Milestones template for tracking actions, owners, dates, and status.

Value Stream Mapping
Tool

Value Stream Mapping

A primer for mapping value streams, identifying waste, and improving process flow.

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P2P Reference Card
Tool

P2P Reference Card

A quick-reference aid for using the Performance-to-Plan method and common P2P concepts.

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Coaching Kata
Tool

Coaching Kata

A coaching tool to support structured improvement routines and leader-led Performance-to-Plan execution.

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DOWNTIME
Tool

DOWNTIME

A tool for identifying common types of waste and opportunities for process improvement.

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PSP Full Deck
Tool

PSP Full Deck

Select the Jan 2026 or June 2026 Problem Solving Practitioner full deck version.

Canvas Companion Guide
Tool

Canvas Companion Guide

A companion guide for completing and using the P2P Canvas during Performance-to-Plan work.

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P2P Playbook
Playbook

P2P Playbook

A playbook for applying the Performance-to-Plan approach to structured execution and improvement.

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Team and Unit Self-Assessment Playbook
Playbook

Team and Unit Self-Assessment Playbook

A playbook for assessing team or unit performance, behaviors, and improvement opportunities.

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NPIER Playbook
Playbook

NPIER Playbook

A playbook supporting NPIER preparation, execution, assessment, and continuous improvement.

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P2P AO Execution Playbook
Playbook

P2P AO Execution Playbook

A playbook focused on Performance-to-Plan execution, operating rhythm, and implementation support.

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