ECRS (4 Principles of Improvement) for Beginners | Review & Simplify Your Work Steps

Team & People

ECRS (4 Principles of Improvement) for Beginners | Review & Simplify Your Work Steps

This beginner ECRS (4 Principles of Improvement) template helps anyone tasked with streamlining work at an office, shop, or factory write out their current steps and timing before reviewing them. Across four pages, page 1 sets the task and lists 6 current steps with timing, page 2 fills an ECRS table with ideas per step, page 3 groups ideas by principle and picks what to try by effect vs. effort, and page 4 writes the improvement plan and moves cards through trial, check, and lock-in. The task board has four columns - prep, trial, check effect, and locked in - with 4 parent tasks matching the pages and 3 subtasks each, all starting in prep. ECRS stands for Eliminate, Combine, Rearrange, and Simplify, in the order that tends to pay off most. Unsure how to start? Rewrite the invoice example in your own words. You're cutting steps, not people. Share the board with your department, and roll out what works to other teams too.

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ECRS work efficiency process improvement 4 principles of improvement for beginners
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① How to Use This, and Start Here (ta... ② Current Steps (break the task into ... ③ Takes a Long Time (from ②'s steps) ④ Causes Mistakes ⑤ Has a Long Wait ⑦ ECRS Table (for each of ②'s steps, ... ⑧ Ideas You're Unsure About, Question... ⑨ Eliminate (from ⑦'s eliminate column) ⑩ Combine (from ⑦'s combine column) ⑪ Rearrange (from ⑦'s rearrange column) ⑫ Simplify (from ⑦'s simplify column) ⑬ Effect x Effort to Try (place ⑨–⑫'s... High effect x high effort High effect x low effort Low effect x high effort Low effect x low effort ⑭ Improvements to Try, and Why (pick ... ⑮ Trial (try the improvement picked i... ⑯ Check Effect (compare before and af... ⑰ Locked In (keep the improvement tha... ⑱ Improvement Plan (write ⑭'s improve... Review Work Steps... How to use (4 pag... The improvement c... How to use it, st... Steps where time,... Ideas, insights, ... 1/4 Pick the task to ... Ctrl+F / ⌘F : 2/4... → 2/4 2/4 Apply the 4 princ... ↙ 3/4 Writing orderPage 1: pick the task to review → Page 2: generate ECRS ideas → Page 3: narrow down what to try → Page 4: try it and make it stick"e.g." examples use making an invoice. Rewrite them in your own words for your task You're cutting steps, not peopleThe goal is cutting wasted steps and reducing time, errors, and waits - not a table for cutting people Start here (task to review, goal, timeframe)e.g. Making invoices (40/month) / Cut 70 min per invoice to 60 min or less / By the end of next month Step 1 Intakee.g. Check an invoice request that came by emailTime: 10 min Step 2 Check amounte.g. Cross-check the quote and the delivery slipTime: 20 min Step 3 Drafte.g. Build the invoice in a spreadsheet and type the recipientTime: 15 min Step 4 Approvee.g. Print it and get your manager's stampTime: 5 min (1-day wait) Step 5 Sende.g. Turn it into a PDF and email itTime: 10 min Step 6 Loge.g. Copy the sent invoice into the ledgerTime: 10 min e.g. Checking the amount (step 2) takes 20 minutes e.g. Typing the recipient by hand every time in step 3 (draft) Write one slow step per sticky note, from ② e.g. Mistyping the amount in step 3 (draft) e.g. Missed entries when logging in step 6 Write the step and how often the mistake happens e.g. Waiting a day for approval in step 4 e.g. Waiting for the delivery slip in step 2 Write who or what you're waiting on ⑥ ECRS (4 Princip... Eliminate Is there a step that wouldn't be missed? e.g. Stop printing a copy nobody looks at Combine Can separate steps or trips be merged into one? e.g. Batch every send into once a day Rearrange Would changing the order or owner cut the wait? e.g. Move the amount check right after intake Simplify Can what's left be made easier or harder to get wrong? e.g. Pre-fill the recipient in the invoice template Eliminate Combine Rearrange Simplify Step 1 Intake e.g. Stop forwarding the request email e.g. Batch requests and take them twice a week e.g. Have the person who took intake check the amount right away e.g. Settle on one request format Step 2 Check amount e.g. Drop the second round of double-checking e.g. Keep the quote and delivery slip in one folder e.g. Start intake only once the delivery slip arrives e.g. Make a cross-check sheet Step 3 Draft e.g. Stop typing the recipient by hand e.g. Combine invoices to the same client into one e.g. Draft it on the delivery date, not month-end e.g. Pre-register the client in the template Step 4 Approve e.g. Stop printing and stamping e.g. Batch approvals once a day e.g. Get approval on-screen before printing e.g. Approve with a single chat reply Step 5 Send e.g. Stop printing a copy after sending e.g. Batch sending once a day e.g. Send right after approval e.g. Use a standard send email template Step 6 Log e.g. Stop copying into the ledger e.g. Log it in the same sheet as the draft e.g. Log it before sending, not after e.g. Turn the ledger into a sheet that totals automatically e.g. Unsure about - is it okay to stop printing and stamping? Want to ask the approving manager e.g. Want to know - how many minutes do others spend checking the amount? Share the board with your department (limited visibility) and have them add ideas to ⑦. Ask them to add their name to what they add 3/4 Narrow down what ... → 4/4 4/4 Try it and make i... e.g. Stop copying into the ledger - saves 10 min e.g. Drop the second round of double-checking - saves 10 min Note the time saved for each idea e.g. Batch approvals once a day - 1-day wait becomes half a day e.g. Batch sending once a day - saves 5 min Note the time saved for each idea e.g. Have the intake person check the amount right away - saves 5 min e.g. Send right after approval - cuts the wait Note the time saved for each idea e.g. Pre-register the client in the template - saves 10 min e.g. Use a standard send email template - saves 5 min Note the time saved for each idea 縦軸: Effect, time ... e.g. Turn the ledger into an auto-totaling sheet. Needs setup, so try it after the 2 picks in ⑭. e.g. Batch approvals once a day. Pick your first try from here. e.g. Settle on one request format. Skip it for now and just note it. e.g. Use a standard send email template. Whoever notices it can fix it right away. e.g. Try e.g. Try e.g. Why - both can start next week, and cut half a day of waiting plus 10 minutes of copying e.g. Start with just one person for one week e.g. Measure the current time 3 times before you start e.g. Keep the current procedure so you can revert Write who's trying it and for how long e.g. Time per invoice - 70 min to 60 min (saved the 10-minute copy step) e.g. Count mistakes the same way as before e.g. Ask the person trying it what gave them trouble If it didn't work, go back to ⑨–⑫ e.g. Rewrite the new steps into your procedure e.g. Re-measure the time a month later e.g. Show the shared board to other departments Decide and write whether to keep it or drop it What to improve Steps to try How to measure ef... Where to roll out Eliminate e.g. Stop copying into the ledger e.g. For one week, log only in the draft sheet e.g. Measure the time spent logging e.g. Expense reimbursement team Combine e.g. Batch approvals once a day e.g. Ask your manager at 4 p.m. every day, all at once e.g. Measure the wait time until approval e.g. Purchase order approvals Rearrange e.g. Next candidate - have the intake person check the amount right away e.g. Have the same person handle intake and checking e.g. Count how often it gets sent back e.g. Quote drafting Simplify e.g. Next candidate - use a standard send email template e.g. Make 3 standard templates and use them e.g. Measure the time spent sending e.g. Sales department announcement emails → 2/4 Apply the 4 princ... ↙ 3/4 Narrow down what ... → 4/4 Try it and make i...
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Task board contents

Prep 16 items

Pick the task
Apply ECRS
Narrow the fix
Try & lock in
Set task & goal
Log steps & time
Flag problem steps
ECRS per step
Note doubts
Share with team
Group by ECRS
Plot effect/effort
Pick 2 to try
Write the plan
Trial & check
Lock in & share

Trial 0 items

Check Effect 0 items

Locked In 0 items

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