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Control Plan Template

A control plan states, for each characteristic that matters, what is measured, how, how often, and what happens when it is out of specification. The last column is the one that determines whether the plan controls anything, and it is the one most often filled with the word investigate.

KnowQualityPlanQUA-057Full guide
Derived from
FMEA and process flow
Feeds
Work instructions, inspection, SPC

Summary

In short

  • The reaction plan column is the working part of the plan. Without a defined action, an out-of-specification result produces a judgement made under production pressure by whoever is present.
  • IATF 16949 requires control plans at three phases, prototype, pre-launch and production, and requires review after change, after nonconformance and when the process is unstable or not capable.
  • Characteristics should trace to the FMEA. Where they do not, the plan is documenting current inspection practice rather than implementing a risk analysis.
  • Sample size and frequency need a rationale. A plan specifying five pieces per hour with no basis is a guess that will be defended as a standard.
  • The measurement method must be capable for the tolerance it checks, which is why gauge R&R belongs behind the control plan rather than alongside it.
  • A control plan that does not match what operators actually do is worse than none, because it represents a documented commitment that is being breached every shift.

What it is

What it is

What is a control plan?

A control plan is a documented description of the systems used to control a product or process. For each process step it lists the product and process characteristics, the specification or tolerance, the evaluation method, the sample size and frequency, the control method, and the reaction plan when the characteristic falls outside specification.

How does a control plan relate to the FMEA?

The FMEA identifies failure modes, their effects and their causes, and assesses risk. The control plan implements the controls the FMEA identified as necessary. They are a linked pair: a control plan whose contents cannot be traced to an FMEA has controls chosen for reasons nobody recorded, and an FMEA with no corresponding controls is analysis without action.

When to use it

When to use it, and when not to

The control plan sits between the FMEA and the work instruction, and takes on their jobs only at the cost of doing its own badly.

Use it for

  • A new product or process is being introduced and requires prototype, pre-launch and production control plans
  • An existing process has changed in method, equipment, material or supplier
  • A nonconformance or customer complaint indicates the current controls did not detect the condition
  • Process capability studies show the process is not stable or not capable
  • A customer requires a control plan as part of PPAP or an equivalent approval submission

Not for

  • The FMEA itself, which identifies and ranks failure modes and should precede the control plan rather than being replaced by it
  • The work instruction, which tells the operator how to perform the task; the control plan tells them what is checked and what to do when it fails
  • Gauge R&R and measurement system analysis, which sit behind the plan and determine whether its methods are capable
  • The inspection record itself, which is the evidence generated by following the plan
  • Process flow diagrams, which establish the sequence the control plan then annotates

Standards

What it is built against

Control plans are required by automotive quality standards and used well beyond them. The requirements concern completeness, traceability to risk analysis, and review triggers.

ClauseRequirementWhere it lands
IATF 16949 cl.8.5.1.1Control plans developed at system, subsystem, component or material level for prototype, pre-launch and productionPlan header and phase
IATF 16949 cl.8.5.1.1Review and update after change to product, process, measurement, logistics, supply source or FMEARevision control
IATF 16949 cl.9.1.1.1Statistical tools determined during advanced quality planning and included in the control planControl method
IATF 16949 cl.8.5.1.1Reaction plans specified when nonconforming product or process instability is detectedReaction plan
ISO 9001 cl.8.5.1Controlled conditions including availability of documented information defining characteristics and resultsWhole record
AIAG APQPControl plan derived from process flow and FMEA as part of advanced product quality planningCharacteristic derivation
ISO 9001 cl.7.1.5Monitoring and measuring resources suitable and verified for the measurement being madeEvaluation method
ISO 9001 cl.8.7Control of nonconforming outputs, including identification and actionReaction plan

What it does not cover

  • The FMEA, which identifies the failure modes the control plan responds to and must exist first.
  • Work instructions, which describe how the operation is performed rather than what is monitored.
  • Measurement system analysis, which establishes whether the specified evaluation method is capable.
  • Process capability studies, which are performed on a stable process and inform whether the control plan is adequate.
  • Inspection and test records, which are the output of following the plan, not the plan itself.

Filling it in

Filling it in well

A control plan is filled in column by column and lives or dies on two of them: the basis for sample frequency and the content of the reaction plan.

Derive characteristics from the FMEA, not from current practice

The characteristics in the plan should be those the risk analysis identified as needing control, including special characteristics designated by the customer or by design. A plan assembled by documenting what is currently inspected reproduces existing practice and its blind spots, which is exactly what the FMEA was supposed to correct.

Give sample size and frequency a rationale

Whatever the plan specifies will become the standard and will be defended as such long after anyone remembers why. Recording the basis, whether statistical, historical, customer-specified or a conservative judgement, means the frequency can be revised on evidence rather than argued about from memory.

Write reaction plans for a night shift

The reaction plan is executed by whoever is present when the result comes back out of specification, frequently at 3am. It should name what to contain and how far back, who to notify, who decides disposition, and whether production stops. Specificity here is the difference between a control and a documented intention.

Check the plan describes what actually happens

Walk the process against the plan periodically. Where the operator checks something the plan does not mention, or does not check something it requires, one of the two is wrong. A mismatch is a finding either way, and it is the single most common thing an auditor finds by walking the line with the plan in hand.

Audit findings

Common audit findings

Control plan findings cluster around traceability to the FMEA, the reaction plan column, and whether the plan matches the floor.

FindingClauseWhat fixes it
Control plan does not match observed practice at the process.IATF 16949 cl.8.5.1.1Walk the process against the plan; correct whichever is wrong and record why.
Reaction plan absent or non-specific, offering no containment boundary or decision authority.IATF 16949 cl.8.5.1.1Specify containment scope, notification, disposition authority and whether to stop.
Characteristics not traceable to the FMEA, or FMEA updated without the plan following.AIAG APQPLink plan revisions to FMEA revisions so one cannot change without prompting the other.
Special characteristics not identified or not flowed down to suppliers.IATF 16949 cl.8.3.3.3Designate special characteristics explicitly and include them in supplier requirements.
Measurement method specified is not capable for the tolerance being checked.ISO 9001 cl.7.1.5Perform gauge R&R before the method is fixed in the plan, not after a dispute.
Sample size and frequency without documented rationale.IATF 16949 cl.9.1.1.1Record the basis at the point of decision; it will be needed at the first review.
Plan not reviewed after a process, material or supplier change.IATF 16949 cl.8.5.1.1Add control plan review to the change control checklist as a required step.
Pre-launch controls carried into production unchanged despite reduced risk.IATF 16949 cl.8.5.1.1Review at phase transition; pre-launch intensity is deliberate and temporary.
Out-of-specification results recorded with no evidence the reaction plan was followed.ISO 9001 cl.8.7Require the reaction plan reference on the nonconformance record.
Revision control weak, with multiple versions in circulation at the process.ISO 9001 cl.7.5.3Control at the point of use; the version in the operator's hand is the one that matters.

Worked case

Case in point: the plan that was followed exactly

A supplier producing machined components had a mature control plan. Key characteristics were listed, tolerances were correct, gauges were calibrated, and the sampling frequency was met every shift. An audit found no deviation from the plan.

The customer nonetheless received a batch outside tolerance. The investigation found the reaction plan for that characteristic read "quarantine and inform quality". On the night in question the operator quarantined the piece, informed quality by leaving a note, and continued running because nothing told them to stop. Four hours of production went into the customer's stock before the note was read.

Every element of the plan had been followed. The reaction plan simply did not answer the question that mattered, which was how far back to contain and whether to keep running.

Definitions

Definitions and key terms

Special characteristic
A product or process characteristic affecting safety, regulatory compliance, fit, function or subsequent processing, designated by customer or design and requiring specific control.
Reaction plan
The defined action when a characteristic falls outside specification, covering containment, notification, disposition authority and whether production continues.
Control method
How the characteristic is controlled: statistical process control, mistake proofing, one hundred percent inspection or an automated check.
Prototype control plan
Controls applied during prototype build, typically with higher inspection intensity than production.
Pre-launch control plan
Enhanced controls applied after prototype and before full production, deliberately more intensive and deliberately temporary.
Process flow diagram
The sequence of operations the control plan annotates, including inspection points and rework loops.
Mistake proofing
A control preventing the error occurring or preventing defective product passing, which is more reliable than detection by inspection.
PPAP
Production part approval process, the submission package demonstrating a supplier can produce to requirement, in which the control plan is a required element.

FAQ

Frequently asked questions

What makes a reaction plan adequate?+

That it answers, without further consultation, what to contain and how far back, who to notify, who decides disposition and whether to keep running. A reaction plan reading "investigate" or "inform quality" leaves the operational decision to the person least placed to make it, at the moment they are under most pressure.

How does the control plan relate to the FMEA?+

The FMEA identifies and ranks failure modes and determines what needs controlling; the control plan implements those controls. They should be revised together, because an FMEA update that does not reach the control plan means the analysis has changed and the practice has not, which is a common finding and a genuine exposure.

When must a control plan be reviewed?+

After any change to product, process, measurement method, logistics, supply source or FMEA, after a nonconformance, and when the process proves unstable or not capable. IATF 16949 lists these explicitly. In practice the change-driven triggers are missed most often, because control plan review is not on the change control checklist.

Do the three phases need separate plans?+

Yes, and they should genuinely differ. Prototype and pre-launch plans carry deliberately higher inspection intensity because process capability is not yet demonstrated. Carrying pre-launch intensity into production wastes inspection effort; carrying production intensity into pre-launch misses the problems the phase exists to find.

Is a control plan only for automotive?+

It originates in automotive quality planning and is required by IATF 16949, but the structure suits any manufacturing operation. Food, pharmaceutical and general manufacturing all benefit from a single document stating what is monitored, how, how often and what happens when it fails, whatever it is called locally.

The agents

What the agents do with it

The plan is a table. What fails is its currency against the FMEA, its match with the floor, and whether the reaction plan is followed when it is needed.

KnowQuality

Holds the control plan against the FMEA and process flow, flags characteristics that changed in one and not the other, and controls revision at the point of use.

Ella

Watches nonconformances for whether the reaction plan was referenced and followed, and surfaces characteristics that fail repeatedly despite being in control.

KnowMaintain

Connects equipment changes and maintenance to the control plan, since a machine change can invalidate a control method.

KnowTrain

Ties control plan revisions to operator training, so a changed reaction plan reaches the people who execute it.

This template lives in KnowQualityquality and food safety. HACCP, nonconformance, traceability, laboratory and customer complaints.

Sources

Sources

  • IATF 16949:2016 clauses 8.5.1.1, 8.3.3.3 and 9.1.1.1
  • AIAG Advanced Product Quality Planning and Control Plan reference manual
  • AIAG Potential Failure Mode and Effects Analysis reference manual
  • AIAG Measurement Systems Analysis reference manual
  • ISO 9001:2015 clauses 8.5.1, 7.1.5 and 8.7

KnowQuality

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Log

Statistical Process Control Log

Records measurements over time so process variation can be seen and acted on before product fails. Completed at set intervals. Carried out by the operator. Out of control patterns trigger action even when every reading is still in specification.

Assessment

Process Capability Study

Measures whether a process can reliably hold its specification, using data from a stable run. Run at qualification and after significant change. Carried out by quality engineering. Tells you whether to fix the process or widen the specification.

Record

Setup Approval Record

Confirms a new setup is correct and approved before the run continues past the first pieces. Completed at every setup. Signed by the operator and quality. Prevents a full run being made to the wrong settings.

Record

Batch Record

Records everything that happened during the production of one batch, including materials, settings, checks and people. Completed through the run. Reviewed and signed by quality before release. This is the document a regulator or customer asks for by batch number.

Record

Yield Analysis Record

Compares material in against product out and accounts for the difference. Completed per batch or per shift. Carried out by production with quality. Unexplained yield loss often points to a process problem long before it shows up as a defect.

Record

Shift Handover Record

Passes on what the incoming shift needs to know, including running issues, holds and changes. Completed at every shift change. Signed by both supervisors. Most quality problems that cross a shift boundary start with a handover that did not happen.

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