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Also known as Value Stream Action Plan, Value Stream Transformation Plan, or Value Stream Work Plan
When and why to use your
Road map for a typical
The 2nd of 4 phases in a typical lean journey is
"Design your value stream to flow"
In the value stream mapping phase
the final tool that you will use is your Value Stream Plan template
to continuously improve your value stream
by establishing clear objectives, responsibilities, and deadlines
and then holding people accountable for results.
Sample Value Stream Plan example
This versatile template is also useful for planning and managing many other types of projects, such as:
Cross Functional Flow
Your Value Stream Map is the right tool
to see and manage flows between processes.
to see and manage flows within each process.
And your Value Stream Plan template is the right tool
to plan and follow up with action items for both types of projects.
should also consider using this template
to plan and manage any type of project or event.
How to use your
Before getting started
If you are launching a new team,
then use the same lean leadership tools and systems that you use to launch any team.
Find and open your template
Find and open your Value Stream Plan template
in the same way that you find and open your other 150+ Systems2win templates.
Save your working document
following the usual document storage and naming conventions established by your leaders
Open a Blank Sheet
When you're ready to start doing your own real work...
click the button to 'Open a Blank Sheet'
Excel Ribbon > Systems2win tab > Open a Blank Sheet
This blank sheet is where you will do your real work
(not on the Sample sheet — which gives you sample data that is extremely helpful for learning how to use your new tool, but is the wrong place to do your real work)
Rename your new sheet.
Or... Insert Sheet
As an alternative to opening a stand-alone document (as instructed above),
you also have the option to Insert Sheet into any other Excel workbook.
If English is not your preferred language
Switch to your language, just like every Systems2win Excel template.
Now your team is ready to get started with
After each round of value stream map improvement
update your Value Stream Plan
As each Kaizen Event, Project, or Task is completed
keep your Value Stream Plan updated
(with special attention to ensuring that periodic reviews are completed as scheduled)
Every 3-6 months, do another Value Stream Mapping Event
A 12 month value stream mapping cycle is simply too long. Your team will get out of the habit of focusing on value stream flow, and 7 month old goals and guidelines simply become stale and neglected.
If you have done a good job of value stream analysis and planning,
your team will have lots of assignments to complete in a short amount of time.
Does re-inventing a template really deserve to be at the top of their To Do List?
When you've learned to use one,
you've learned to use them all
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New User Training
Your Systems2win templates come with free New User Training
to quickly learn features that are common to all 150+ templates
The right tools to
Define, Measure, Analyze, Improve, and Control
your value stream maps
(not just draw them)
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