Measure Results
It's easier to launch a team than it is to follow up and measure results
to ensure that the team accomplishes
the mission
defined in their Team Charter
How to use your lean management tools to measure results
Find and open your template
Find and open your templates
the same way that you find and open
all of your other 150+ Systems2win templates.
Save your working document, following the usual
document storage and naming conventions
established by your leaders.
Before getting started
Your leaders should have already personalized
the DV sheets in your master templates
so that you are starting with typical dropdown lists for YOUR company.
Event Action List
aka Kaizen Action List, Kaizen Newspaper, Event Follow-up Checklist
Use your Event Action List template (eventAction.xlsx)
to collect Issues & Ideas
as they arise before, during,
and in the days immediately following the Event.
Your Event Action List template has 3 sheets:
Sheet 1) Action List
Use the 30-Day Action List to assign responsibilities
for things that need to be completed in the days immediately following THIS Improvement Event
Tip: Try to do as much as possible during the Event — only using the 30-Day List as a last resort
When completing the 30-Day Audit(s) —
part of the Audit is to review the 30-Day Action and Always To Do lists
to make sure that all Action Items get completed
Sheet 2) Always To Do
Action items on the Always To Do List sheet are consistently done for all (or most) Improvement Events.
Action items unique to the event should be itemized on the Action sheet.
Tip to personalize your list to make it your own:
If you are not using translations, you can simply overwrite any VLOOKUP formula with your own text.
Sheet 3) Issues and Ideas
Collect Issues and Ideas
Use the Issues & Ideas sheet to collect issues and ideas that might need to be addressed outside the scope of this Improvement Event.
Before finalizing the Scope of this Event
Quickly review this list to decide which issues and ideas should be part of the scope of this event, and which should be added to your master Potential Future Improvements list (PotentialFuture.xlsx)
(maintained by your central Process Improvement Leadership Team)
A week or two after the Event
Review the issues & ideas that arose from this Event,
and transcribe the keeper ideas to your master list for Potential Future Improvements
and/or Learning Lessons (LessonsLearned.docx)
Process Analysis
Use your Process Analysis template (Analysis.xlsx)
to scientifically measure expected vs. actual results
for the Key Performance Indicators (KPI's)
that your leadership team chose
to objectively evaluate the performance of this team
Choose metrics
that are relevant and useful to improve and control your unique process.
Perform a 30-Day Audit
Enter observed measures, and any suggested corrective actions.
If there is even one corrective action that still needs to be completed
then schedule and perform another audit in another 30 days.
Copy columns as needed—for however many audits are required
until you can be confident that your process improvements can be sustained.
Presentation of Results
At the end of each day of a Kaizen Event or Value Stream Mapping Event,
the team makes a Presentation of Results for the day's activities
to your Executive Steering Committee and other stakeholders.
Event Audit
aka Kaizen Action List, Kaizen Newspaper, Event Follow-up Checklist
30 days after the Event - perform a 30-Day Audit
using your Event Audit form (eventAudit.xlsx)
and Results Metrics template (ResultsMetrics.xlsx)
If ANYTHING is still unresolved…
Schedule another audit in another 30 days
Repeat the audit on another copy of the blank template worksheet -
renaming the new sheet 60, 90, or 120 Days
Visual Management
One essential assignment for every Kaizen Team or Value Stream Team (or any process improvement team)
should be to choose, design, and deploy visual management systems
so that with one glance, any first-time visitor can easily tell whether or not that team is or is not meeting the Key Performance Indicators for that process — with frequently updated real-time data.
"How is this team performing right now? Today."
Own all 150+ templates for process improvement
to consistently charter teams and measure results |
Get even more Results
In addition to the desired outcomes defined in the Mission Statement for each Team Charter
additional good ideas will always bubble up
Inexperienced leaders miss those ideas and opportunities for your next big strategic challenges.
Great leaders don't.
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