<Lean Event Name><Conducted Date(s)><Evaluated Date(s)>

BB: (Name)Champion: (Name)

Defining the Kaizen Focus and Value

Define VOC, VOB

• Voice of the customer

• Voice of the business

Add slides with pictures, words, graphs, cartoons, clipart or whatever will communicate as appropriate to show “the story”.

Customer CTQ Tree

• The Voice of the Customer and the Voice of the Business is copied into here.

Need Drivers CTQ’sQ1=

Q2 -

P1 -

Q1 -

KPI

Driver 1

Driver 2

Driver 3

GeneralHard to measure

SpecificEasy to measure

Q2-

Describe the Baseline Condition

Include Pareto Charts, trend charts, histograms etc to characterize existing process.

The purpose of the chart(s) on this page is to explore what is happening with the Y or Y’s that will make this an appropriate project to execute. Plot your primary metric here.

Good!

Project Charter{Project Name & No. Here}

Assigned Define Measure Analyze Improve Control

Sched Date Date Date Date Date Date

Actual Date Date Date Date Date Date

Process Map Number: Number here

Black Belt: Name hereProcess Owner: Name hereChampion: Name hereImplementation Coordinator: Name hereData Coordinator: Name hereTeam Members:Name & function hereName & function hereName & function hereName & function hereName & function here

Expected Benefits: Hard Savings – xxx $KSoft Savings – xxx $KOther Benefits:List benefit hereList benefit here

Project Timeline:

Customer CTQ(s): Describe customer CTQ (customer need/defect and spec limit.)

Problem Statement: List the 4 elements of a problem statement: * Defect identification * Magnitude of the defect (events/unit time, etc) * Where is the defect (location/group/segment) * Why this project is important to work now ($, BHAG support, etc)

Project Scope:List project/process boundaries here by using includes … and excludes …

Goal Statement: Increase(/decrease) the {primary metric} from {baseline state} to {improved state} by {date} without negatively impacting {secondary metric}.

SIPOC

Suppliers Inputs Process Outputs Customers

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Process Description

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?? ?? ?? ?? ??

Process StepsProject Boundary

Project Boundary

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Included/Excluded

INCLUDED

• What __________________

• Where _________________

• When __________________

• Who ___________________

• Other __________________

EXCLUDED

• _____________________

• _____________________

• _____________________

• _____________________

• _____________________

Quantify Project Value

• Hard $$ savingso Dollars a Manager/Director and VP are willing to remove from

budgets• Soft $$ savings

o Savings dollars identified but no one is willing to remove them from a budget

• Productivity improvemento Work content and/or results delivered improvements

• Internal customer satisfaction

• External customer satisfaction

Be sure to show• $ broken down by savings category• Cost Center number which will receive the savings

Kaizen Team

Key Stakeholders Define Measure Analyze Improve Control

John M M M M M

Paul A A A A A

George R M M R R

Ringo I R I I I

A - Approval of team decisions outside their charter/authorities, i.e., sponsor, business leader.R - Resource to the team, one whose expertise, skills, “clout” may be needed on an ad-hoc basis.M - Member of team, with the authorities and boundaries of the charter.I - Interested party, one who will need to be kept informed on direction, findings, if later support is to be forthcoming.

Project Phase

Pre-Event Work

Document Existing Process

• Document what is actually happening in the workplace• Flow charts are often useful• Pictures are very useful• Videos are often useful• Cartoons and clip art can be helpful to communicate the

“as-found” condition

Identify Targets of Opportunity

1. List the expected focus area(s) of the event. Could include, for example:

2. Materials3. Tools4. Supplies5. Etc…

Pre-Session Research

• Identify the data and information collected prior to the working session. Some examples could include:o Inventory usage historyo History of purchaseso Labor times or work contento Scale drawing of the work areao A basic process flow diagram o etc….

Communicate and Secure

• Communication to assure resources are available to do the work

• Commitment from participants and their superiors to do the work

All Ready Check Point

• Is the Champion happy with and in agreement to support:o The Purpose of the Project?o The Committed Resources to Execute the Project?o The Effort That Will Be Necessary to Deploy Changes?o The Conclusion of the Project Which May Not Align With Pre-

Conceived Notions of the Right Solution?

During the Event

Documented Baseline

• For the baseline state, create some form of clear record of where the project bagano Flow charts are often usefulo Pictures are very usefulo Videos are often usefulo Cartoons and clip art can be helpful to communicate the “as-

found” condition

Work Product

• Document the desired future state defined by the groupo Flow charts are often usefulo Pictures are very usefulo Videos are often usefulo Cartoons and clip art can be helpful to communicate the “future-

state” condition

Document the Transition Plan

Item Description Responsibility Date

Write new procedures

Identify which procedures need to be documented

Identify who will do it Identify when it will be done

Train employees

Identify which employees need to be trained

Identify who will do it Identify when it will be done

Use this slide to list the things that must be accomplished to transition from the baseline state to the envisioned future state

Assuring Implementation

Document the Transition Plan

Item Description Responsibility Date Date

Write new procedures

Identify which procedures need to be documented

Identify who will do it Identify when it will be done

Identify when completed

Train employees

Identify which employees need to be trained

Identify who will do it Identify when it will be done

Identify when completed

Use this slide to record what is accomplished to transition from the baseline state to the envisioned future state

Control Phase

Control Tools

• Identify what has been put in place to assure the sustenance for the benefits of the new current state. Some possible examples:o Color codingo Physical restrictionso Replenish methodso Periodic management reviewo Etc.

Was It Worth It?

• PO, Champion, and MBB need to agree on benefits calculations.

• Be sure to showo $ broken down by savings categoryo Cost Center number which will receive the savingso Final posted version should state that savings have been

reviewed with Champion and that the Champion agrees with values

Closing Report

• This document is the final report for this project.

• Transition information to support the flow of the report is included in the speaker notes.

• If there are further questions, please contact <Black/Green Belt> at 665-XXXX