Data Collection Plan

A data collection plan is where you house all your information about where you got your data and details about it.

When working on a project that has a data element you should make sure to include this artifact.


Benefits:

  • Everyone involved with the project can read the plan and collect the data to run their own analysis

  • Can capture baseline data location, source, and frequency and compare it to after-implementation data.


Included in the Data Collection Plan


Workbook information:

Report Name:

What is the specific name of the report you are getting your information from?

Sheet/Tab:
Which specific excel sheet or tab is the information on?

Description of Report:
What is the report for? What information does it contain?


Data Source

Where does the data live:

What system(s)?


Collection Method

Who will collect the data:

How often do you collect the data?


When

What is the timespan you are looking at:

What is the date range of the report needed?


Measurement System

How do you confirm the data is accurate:

Verify data with another report. Check the data against another source.

Example of what a plan can look like.










Dena Black

Dena Black is an Operational Excellence consultant with over 10 years of experience leading enterprise level process improvement and transformation initiatives. She partners with leaders to improve performance, accelerate execution, and embed sustainable ways of working across complex organizations.

Dena is a Lean Six Sigma Black Belt and SAFe 6.0 certified professional with deep expertise in operational efficiency, standard work, and scaled continuous improvement. Her work focuses on aligning strategy to execution, reducing cycle time, and enabling teams to deliver measurable business outcomes.

In 2025, Dena was named a finalist for the Kaizen Academy Kaizen Award in recognition of her impact and leadership in continuous improvement. She is known for her pragmatic, data‑driven approach and her ability to translate operational rigor into results that matter at the executive level.

https://Leanonmeconsultingservices.com
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