Project Planning
- ___Select area and topic
- ___Determine coleader and the team members.
- ___Complete Team Charter.
- ___Ask a few hard questions, e.g.:
— Will this team improve your value stream?
— Will this team improve the area's key measurements?
- ___Prepare the business case for this improvement event.
- ___Define the objectives and deliverables expected from the event team.
- ___Define the measurements and targets for the team. Make sure there are only three or fewer key measurements.
- ___Review action deliverables, measurements, and targets with the external or internal consultant. Revise if needed.
Details
- ___Schedule event team meetings for next 2 weeks.
- ___Schedule meeting to educate stakeholders (ssc/ managers/directors of involved departments).
- ___Send invitations to join to team members.
Schedule Team Meetings |
Project Planning—Develop Plan To Gather Current State Data
- ___Determine actual customer demand.
- ___Determine backlog or wait times.
- ___Determine actual output.
- ___Determine total hours worked to create this output.
- ___Calculate productivity: output/total hours worked.
- ___Calculate relevant cycle times.
- ___Determine top 5–10 problems.
- ___Review occurrences/complaints in the past 12 months, if applicable.
- ___Review customer and patient satisfaction comments. List top five issues from complaints, rework, and delays.
Communication
- ___Post announcement about rapid improvement event date, time, and focus.
- ___Put up a blank flipchart to get suggestions/feedback. Ask questions, clarify, and put these ideas on a list.
- ___Discuss rapid improvement event in staff meetings. Explain objectives, measurements, and targets.
- ___Review and confirm team members. Confirm entire week commitment.
Team Meeting
- ___Team introductions
- ___Why are we here? What is the scope?
- ___Lean orientation
- ___Event schedule, measurements, targets, and action deliverables
- ___Business case and Team Charter
- ___Tasks to team for data preparation
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- ___Resolve open items.
- ___Define clearly the boundaries of the event:
—Who are the customers? What are the outputs? What triggers the area to do something for a customer?
—Who are the suppliers? What are the inputs?
—Prepare additional flowcharts, spaghetti diagrams, layouts, and time studies, as needed.
- ___Brief the consultant.
- ___Prepare supplies and logistics for the team:
—Locations and schedules
—Food, supplies
Team Meeting
- ___Review measurements, targets, and objectives.
- ___Review data collected to date.
- ___Ask for feedback, try to address concerns.
- ___Reinforce what's in it for them.
- ___Establish group norms.
- ___Discuss roles of team members during week.
- ___Reconfirm scheduled commitments with each team member, supervisor, etc.
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