<<Project Title>>

Project Leader: <<Name of Project Leader>>

April 10, 2015

Standard Instructions
DEFINE

MEASURE

ANALYZE

IMPROVE

Standard FONT <VERDANA> to be used across the presentation.

Standard size of Graphs/Outputs from Minitab

-2-

CONTROL

Define Phase Deliverables

DEFINE

MEASURE

ANALYZE

Deliverable

IMPROVE

Target Completion
Date

Project Charter
VOC - VOB
Financial Validation Sheet
KANO / Project Priority Calculations /
Balanced Scorecard /CSAT Analysis (Justify
need of Project)
Macro Map
SIPOC
Stakeholder Analysis
Metrics Tracker (Graphical Representation)

-3-

CONTROL

Actual Completion
Date

Project Charter
DEFINE

MEASURE

ANALYZE

IMPROVE

Project Leader

Project Champion

Project Mentor

Team Members

Process Owner

Project Sponsor

BUSINESS CASE

PROJECT SCOPE INCLUDES

<< Enter Project Scope

<< Enter the Business Case

>>

>>

PROBLEM STATEMENT
<<

Enter

Problem

PROJECT SCOPE EXCLUDES

<< Enter Exclusions

Statement
>>

GOAL STATEMENT
<<

Enter

Goal

CONTROL

>>
CRITICALITY OF PROCESS

Statement

<< Enter Criticality

>>

-4-

>>

VOC VOB & Benefits

DEFINE

MEASURE

ANALYZE

IMPROVE

CONTROL

VOC

xxxxxxxxxxxxxxxxxx xxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxx

xxxxxxxxxxx xxxxxxxxxx xxxxxxxx
-Customer , Designation

VOB

xxxxxxxxxxxxxxxxxx xxxxxxxxxxxxx xxxxxxxxxx xxxxxxxxxxxxxx xxxx

xxxxxxxxxxx xxxxxxxxxx xxxxxxxxx xxxxxxxx
-Process Owner, Designation
Benefits from the projects ( choose from whatever is applicable) :
- Customer SLA , CSAT Score , Growth ,Profitability, Retention ,Any other ( pls specify)

Financial Benefit Calculation ( Show calculations ) :

xxxxxxxxxxxxxxxxxx xxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxx
xxxxxxxxxx xxxxxxxxxxx xxxxxxxxxx xxxxxxxxx xxxxxxxx
( To be discussed with Finance rep)

-5-

Need of Project
DEFINE

MEASURE

ANALYZE

IMPROVE

CONTROL

<<KANO / Project Priority Calculations / Balanced Scorecard /CSAT Analysis>>

-6-

Macro Map
DEFINE

MEASURE

ANALYZE

<<Insert the Macro Map>>

-7-

IMPROVE

CONTROL

SIPOC
DEFINE

MEASURE

ANALYZE

IMPROVE

CONTROL

Supplier

Input

Process

Output

Customer

Activity

-8-

Stakeholder Analysis
DEFINE
Stakeholder
Stakeholder Name / Role

MEASURE
ARMI*

ANALYZE

Strongly
Opposed

Opposed

IMPROVE
Neutral

CONTROL

Supportiv
e

Strongly
Supportiv
e

Stakeholder Name / Role

Stakeholder Name / Role
Stakeholder Name / Role
Stakeholder Name / Role
Stakeholder Name / Role

* When Populating the Stakeholder, consider the ARMI:

A= Approver of team decisions
R= Resource or subject matter expert (ad hoc)
M= Member of team
I= Interested Party who will need to be kept informed

X = Where this Stakeholder IS TODAY on the Project

O = Where this Stakeholder NEEDS TO BE on the Project

Metrics Tracker
DEFINE

Primary
Metric

MEASURE
Baselin
e

Goal

Mon

ANALYZE
Mon

Mon

Mon

Mon

IMPROVE
Mon

Mon

Mon

CONTROL
Mon

Mon

Mon

Mon

Consequenti
al Metric

Graphical Representation is required

- 10 -

Measure Phase Deliverables

DEFINE

MEASURE

ANALYZE

IMPROVE
Target
Completion
Date

Deliverable
As Is Process Map
Value Analysis & List of Quick Wins
Improved Process Map
Measurement System Analysis
Data Collection Plan for Y
Normality, Stability Testing
Capability Analysis
Identification of Input, process and output indicators
Cause and Effect Diagram
Conversion of Causes to Xs
Cause - Effect Matrix
Data collection Plan

- 11 -

CONTROL
Actual
Completion
Date

AS IS Process Map
DEFINE

MEASURE

ANALYZE

IMPROVE

CONTROL

<<Insert the Process Map>>

- 12 -

Value Analysis
DEFINE

Activity

MEASURE

Classification of
Activity

Quick Win
Opportunity

ANALYZE

Proposed Solutions

CVA

OVA

NV
A

Step # 1

N/A

Step # 2

Solution # 1

Interpretation :

- 13 -

IMPROVE

Tools Used

Brainstorming

CONTROL
Responsibilit
y

Improved Process Map

DEFINE

MEASURE

ANALYZE

<<Insert the Improved Process Map>>

Interpretation :

- 14 -

IMPROVE

CONTROL

Measurement System Analysis

DEFINE

MEASURE

ANALYZE

IMPROVE

CONTROL

A sample worksheet where 3 operators look at a piece and decide whether it is a

Defect or Not based on a classification criteria in 2 trials each

Micros oft Excel

Works heet

Interpretation :

- 15 -

Data Collection Plan for Y

DEFINE

MEASURE

ANALYZE

IMPROVE

CONTROL

Process Information

Operational Definition of Metric

<<

Domain
FTE Size

>>

Opn
Window
Type
Product
Client
Billing
Type

Measure

Data type

What

How

Frequency

Source

Period

Size

Y1
Y2
- 16 -

Normality & Stability Testing

DEFINE

MEASURE

ANALYZE

IMPROVE

CONTROL

<<Insert the Normality Test & other test as deemed appropriate>>

Interpretation :

- 17 -

Capability Analysis
DEFINE

MEASURE

ANALYZE

IMPROVE

CONTROL

<<Insert the Process Capability Analysis>>

Interpretation :

- 18 -

CA Discrete Data
DEFINE

MEASURE

ANALYZE

IMPROVE

CONTROL

Sigma Calculator for non-normally distributed Y or Discrete (Attribute)

data Type

Interpretation :

- 19 -

CA Continuous Data
DEFINE

MEASURE

ANALYZE

IMPROVE

CONTROL

Help : To be used only if Y is normally distributed.

Interpretation :

- 20 -

IPO Metrics
DEFINE

MEASURE

ANALYZE

IMPROVE

CONTROL

Please do not select Primary Metric as Output Indicator.

Interpretation :

- 21 -

Cause & Effect Diagram

DEFINE

MEASURE

ANALYZE

IMPROVE

Potential Causes (Xs)

Environment

Methods / Procedures

CONTROL
Effect (Y)

Machines / Equipment

Sample text for you to replace

Sample text for you to replace

Sample text for you to replace

Sample text for you to replace

Sample text for you to replace

Sample text for you to replace

What are the Potential

Causes of the Defect?
(Enter it for your project
in the form of a
question)

Sample text for you to replace

Sample text for you to replace

Materials

Measurement

People
- 22 -

Conversion of Cause to Xs
DEFINE
Sr. No.

MEASURE
Root Cause

ANALYZE
Corresponding X

Interpretation :

- 23 -

IMPROVE
D/ C

CONTROL

Unit of Measure

Cause & Effect Matrix

DEFINE

MEASURE

ANALYZE

IMPROVE

CONTROL

Cause-Effect Matrix
Output
#1

Output
#2

Output
#3

Output
#4

<<<<Output Indicators
<<<<<<<<Importance (1-10 scale)

----- Input/Process Indicators -----

--------- Correlation of Input to Output

---------

--------- Total --------0

0
0
0
0
0
0
0
0
0
0
0
0

Micros oft Excel

Works heet

- 24 -

Data Collection Plan for X

DEFINE

Measure

MEASURE

Data type

ANALYZE

What

How

- 25 -

IMPROVE

Frequency

Source

CONTROL

Period

Size

Analyze Phase Deliverables

DEFINE

MEASURE

ANALYZE

IMPROVE
Target
Completion
Date

Deliverable
FMEA
List of FMEA Action Plans
Exploratory Graphical Testing
Statistical Test Plan and Results
Validated X's Summary

- 26 -

CONTROL
Actual
Completion
Date

FMEA
DEFINE

MEASURE

ANALYZE

FMEA Template
Interpretation :

- 27 -

IMPROVE

CONTROL

Action Plan based on FMEA

DEFINE

MEASURE

ANALYZE

<<Insert the Action Plan >>

Interpretation :

- 28 -

IMPROVE

CONTROL

Validated Xs
DEFINE

MEASURE

ANALYZE

IMPROVE

CONTROL

<<We are at par with others in terms of Analysis done , but a step ahead would
give the extra edge
e.g. If ANOVA is to be done then Pre-requisites of ANOVA like equal variance
and normality should be shown or mentioned.>>

X Data Type

Y Data Type

Test Used

Interpretation :

- 29 -

Inference

Identification of Critical Xs
DEFINE

MEASURE

ANALYZE

- 30 -

IMPROVE

CONTROL

Improve Phase Deliverables

DEFINE

MEASURE
Deliverable

ANALYZE

IMPROVE

Target Completion
Date

Solution Generation for Validated X's

Pilot Implementation Plan
Pilot Results
Hypothesis test / Sigma Level
Calculation
Control Charts
Financial Benefit Endorsement
Horizontal Deployment

- 31 -

CONTROL

Actual Completion
Date

Solutions Generated
DEFINE

MEASURE

ANALYZE

IMPROVE

CONTROL

Statistical Analysis

Validated Xs

Possible Solutions

Accepted
(Y/N)

Tool Used

Accepted
(Y/N)

Tool Used

GEMBA - Observations on Floor

Observations

Possible Solutions

- 32 -

Pilot Solution Implementation

DEFINE

MEASURE

ANALYZE

Interpretation :

- 33 -

IMPROVE

CONTROL

Process Sigma After Discrete

DEFINE

MEASURE

ANALYZE

IMPROVE

CONTROL

Sigma Calculator for non-normally distributed Y or Discrete (Attribute)

data Type

Interpretation :

- 34 -

Process Sigma After Continuous

DEFINE

MEASURE

ANALYZE

IMPROVE

Help : To be used only if Y is normally distributed.

Interpretation :

- 35 -

CONTROL

Control Phase Deliverables

DEFINE

MEASURE

ANALYZE

IMPROVE
Target
Completion
Date

Deliverable
Control Plan
Control Charts
Financial Benefit Calculation and endorsement
Project transition action plan
Horizontal Deployments & Benefits realized
Project summary ( Four Blocker )

- 36 -

CONTROL
Actual
Completion
Date

Control Plan
DEFINE

MEASURE

ANALYZE

IMPROVE

CONTROL

Control Plan

- 37 -

Control Charts
DEFINE

MEASURE

ANALYZE

- 38 -

IMPROVE

CONTROL

Financial Benefit Calculation & Endorsement

DEFINE

MEASURE

ANALYZE

IMPROVE

CONTROL

Benefits from Project

Comparison with the actual & estimated benefits
e.g Must clearly indicate breakthrough improvement as a result of the project in one
or more of the following ways:
Reduction in defects (90% or more)
Increase in process sigma level (minimum of 2-sigma increase if initial sigma level was
less than or equal to 3; minimum of 1-sigma increase if initial sigma level was greater
than 3)
Financial benefit (minimum $250,000 in U.S. dollars AND 5x or more return on
investment, calculated to include the cost of the project and resulting expenses)

Customer Endorsement or Business Endorsement

- 39 -

Project Transition Action Plan

DEFINE

MEASURE

ANALYZE

IMPROVE

Detailed worksheet

- 40 -

CONTROL

Micros oft Excel

Works heet

Horizontal Deployments

- 41 -

Project Summary
1

Define

Control

2 Measure / Analyze

.
- 42 -

Improve

Thank You