Quarterly quality review for idea implementation

Template

Pipefy’s Quarter Quality Review for Idea Implementation was designed to help you manage and keep track of the idea acceptance and results, which involve measuring costs, time saved and other KPIs.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  • 1. Idea name

  • 2. Suggester's email

  • 3. Functional area

    • Human Resources
    • Marketing
    • Sales
    • Financial/Accounting
    • Production
    • Customer Support
    • General
    • Other
  • 4. Idea description

  • 5. KPIs

  • 6. Implementation notes

  • 7. Implementation date

  • 8. Review responsible

First review

  • 1. Improvements checklist

    • Automation improvements
    • Scalability improvements
    • Work environment improvements
    • Processes improvements
    • Communication improvements
  • 2. Return on investment (1st review)

  • 3. Time saved (men hours) (1st review)

  • 4. How effective do you think the idea implementation was? (1st review)

  • 5. General comments

  • 6. First review done?

    • Yes

Second review

  • 1. Improvements checklist

    • Automation improvements
    • Scalability improvements
    • Work environment improvements
    • Processes improvements
    • Communication improvements
  • 2. Return of Investment (2nd review)

  • 3. Time saved (men hours) (2nd review)

  • 4. How effective do you think the idea implementation was? (2nd review)

  • 5. General comments

  • 6. Second review done?

    • Yes

Third review

  • 1. Improvements checklist

    • Automation improvements
    • Scalability improvements
    • Work environment improvements
    • Processes improvements
    • Communication improvements
  • 2. Return of investment (3rd review)

  • 3. Time saved (men hours) (3rd review)

  • 4. How effective do you think the idea implementation was? (3rd review)

  • 5. General comments

  • 6. Third review done?

    • Yes

Fourth review

  • 1. Improvements checklist

    • Automation improvements
    • Scalability improvements
    • Work environment improvements
    • Processes improvements
    • Communication improvements
  • 2. Return of investment (4th review)

  • 3. Time saved (men hours) (4th review)

  • 4. How effective do you think the idea implementation was? (4th review)

  • 5. General comments

  • 6. Fourth review done?

    • Yes

Holistic evaluation

  • 1. Positive aspects

  • 2. Negative aspects

  • 3. Acceptance

  • 4. Final evaluation

Done

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