Lean Leadership Training


How to Launch a

Process Improvement Team

Launch Any Type of Team

You can use this same process

(with minor variations)

to launch ANY type of process improvement team

two bikers

Training to get you started.
Tools you won't outgrow.

that might be needed along the way on your Lean Journey:

A Kaizen Event team, Value Stream Mapping Event team,
Six Sigma project team, 8D problem investigation team.
A3 problem solving team, Hoshin Strategic Policy Deployment team ...

You can even use this same process
to launch your Continuous Improvement Steering Committee
and Continuous Improvement Leadership Team

(which will later be responsible for launching all other teams)

Learn more in your 'Continuous Improvement Leadership Roles' template.


How to Launch any type of
Process Improvement Team

Create and Socialize the Team Charter

Who: Continuous Improvement Leadership Team

Complete first draft of the Team Charter

Use your preferred Systems2win Team Charter template to define:

Team Charter template

Define your Team roles

You own several Systems2win templates to define
Team Roles for different types of teams:

Team Roles Template

Continuous Improvement Leadership Roles template

It is not uncommon to use these templates without any modification,
while other customers use them as a terrific starting point
to use familiar Microsoft Word to easily personalize.

Choose the best people — and free up their time

Most important roles:

Executive Sponsor Change Agent, Team Leader, and Facilitator

Job Security Promise
Team Empowerment Boundaries template
Ground Rules template

Dust off (or revise) your standard team guidelines

Your Systems2win templates provide an easy starting point

for your Continuous Improvement Leadership Team
to personalize your company's usual standard policies for:

Your team can usually simply use those standard pre-defined policies.

If anything is different from your company's usual policies,

then personalize your own version to clarify what's different for this team.

Plan logistics for your Event

Use your Systems2win event preparation checklists
to ensure that you've thought of everything,
so that you don't embarrass yourself in front of your entire team and your senior executives.

Potential planning templates include (but are not limited to):

Event Planning Checklist template
Follow the steps on the
'Communication' sheet of your
Event Planning Checklist

Arrange to visit the gemba

Leader and/or facilitator pre-visit the gemba to ensure that everything is ready.

Enough time is allowed for the real gemba visit.

Ensure that the team won’t encounter security clearance surprises.

Ensure there is sufficient safety equipment available for the entire team.

The gemba visit is scheduled for a time when the workers can be interrupted from their usual responsibilities.

Prepare the people in the gemba to feel safe

disclosing honest transparent communication with senior managers that they don’t interact with often.

Perhaps collect some preliminary data

Most data is collected by the team,
but it is sometimes helpful to collect some hard-to-get data ahead of time,
such as demand volume and variability.

Change Management template

Socialize the Team Charter to get political support

Don’t just “communicate” it in an easily-overlooked email.

Use your Change Management template

to identify the stakeholders that might be most affected
by potential changes to this process,

and then to come up with appropriate ways to get their involvement and support.

Train & Motivate the Team

Who: Facilitator (who might be an outside consultant or a member of your Continuous Improvement Leadership Team)

Start the Kickoff Meeting with an inspirational talk

The Executive Sponsor Change Agent starts the Kickoff meeting
with an inspirational message about:

Why this team's mission is important

Perhaps a mix of both compelling vision and reaction to competitive threat.

An honest crisis can provide powerful motivational leverage,
but don’t jeopardize your people's trust by manufacturing an invented crisis

How this project will benefit the daily work of THESE team members

e.g. Free up time for offense. Less wasted time. Less stress. Work in a state of flow...

How your Executive Sponsor has unwavering confidence

that this team will successfully accomplish its important mission.

Review the team mission and plan

The Team Leader and/or Facilitator quickly (but thoroughly) reviews the following:

Kaizen Agenda

Team Charter, Agenda, Job Security Assurance, Team Empowerment Boundaries, Team Roles, Ground Rules for Working Together, logistics...

If you did a good job of socializing the charter,

there should be no surprises, and little discussion

Perhaps do a quick ice breaker exercise

if some members of this team have not worked together before

Training for lean principles, systems, and tools

The Facilitator (and/or others) will then provide brief training

for any concepts, tools, or methods
that are anticipated to be most relevant to the mission of this team.

Lean Kaizen Training PowerPoint
Your Systems2win
Lean Kaizen Training
PowerPoint is designed
to easily cannibalize
slides to include in
your own personalized
training PowerPoints

Your Training Topics might include...

Also see tools and training for how follow up
and Measure Results to ensure that your team accomplishes their mission