Name of Project:



|Name of CPI Project:       |CPI Sponsor:      |

|Team Lead(s):      |Team Members:      |

|Define : | |

|Purpose or Goal: |A clear statement of the intended |

| |improvement that addresses: |

|      |What problem is the team addressing? |

| |What is important to the customers |

| |about the product, process, or service?|

| |What problems do customers have with |

| |the product or service? |

| |How will reducing the problem affect: |

| |- The customers? |

| |- The organization? |

| |- Employees? |

| |What is wrong or not working? |

| |Why should this project or work be done|

| |now? |

| |What is the link between this project &|

| |the strategic priorities of the |

| |department or the organization? |

|Scope: |Clarify governance for the team: |

| |lines of authority |

| |decision-making process |

|      |State how the team will focus its work:|

| |what is included & what is not. |

| |List number of people involved & time |

| |commitments. |

| |List size of budget. |

| |State the anticipated duration of the |

| |project. |

| |Identify how communication should take |

| |place. |

| |Address how scope creep will be managed|

| |(who has decision-making authority to |

| |modify scope?) |

|Define | |

|Perform SIPOC: |Complete a high-level flow chart, or |

| |SIPOC for the current process. |

| | |

| |Have you correctly identified all |

| |suppliers & core customers? |

| | |

| |Have you identified all of the inputs &|

| |outputs? |

| | |

| |Is there feedback or requirements you |

| |either need to get (from customer) or |

| |give (to suppliers)? |

| | |

| |What are the boundaries (process start |

| |and end points)? |

| | |

| |What conclusions can be drawn from the |

| |SIPOC? |

| | |

| |Attach separate excel spreadsheet to |

| |document the SIPOC as needed. |

| | |

| | |

|Customer VOC: (Top 3 – Anticipated or solicited) |What requirements are most important to|

| |the customer? |

|      |Timeliness |

| |Accuracy |

|      |Responsiveness |

| |Functionality |

|      |Follow-Through |

| |Thoroughness |

| |Availability |

| |Quantity |

| |Dimension |

| |Cost/Price |

| | |

| |What methods were used to identify VOC?|

| | |

| | |

| |** Modify CPI project goals or scope |

| |based on results of the SIPOC & VOC |

| |analysis, as needed, using identified |

| |communication & decision-making |

| |processes. |

|Define | |

|Stakeholder Analysis: |Identify the stakeholders & their |

| |relationship to the process. |

| | |

| |Identify current level of commitment. |

| | |

| |Attach separate stakeholder worksheet |

| |as needed. |

| | |

| | |

| | |

|Additional People to Involve (as needed): |Identify additional people that should |

|      |be involved. |

| | |

| |Identify each member’s |

| |responsibilities. |

| | |

| | |

| | |

| | |

| | |

|Milestones & Key Deliverables: |Identify anticipated dates for critical|

| |steps/phases. |

|      | |

| |Identify reporting dates. |

| | |

| | |

| | |

| | |

| | |

| | |

| | |

| | |

|Risks & Constraints: |List risks that may keep project from |

| |proceeding & implementing. |

|      | |

| |List any & all constraints (resource, |

| |time, budget…..). |

| | |

| |Describe process of communication & |

| |decision-making regarding risks & |

| |constraints. |

| | |

| | |

|Define | |

|Business Case (Financial Impact) |Develop a cost-benefit analysis for the|

| |CPI effort. |

| | |

| |Enlist the assistance of the Finance |

| |Department. |

| | |

| |Rough estimates can be used (and will |

| |likely change). |

|Proposed Date to Transfer to Process Owners: |List the target date for completion of |

|      |the process improvement project & and |

| |transfer to Process Owner. |

| | |

| | |

| | |

| | |

| | |

| | |

| | |

CPI Sponsor Signature:__________________________________________________

CPI Manager/Lead Signature:_____________________________________________

|Measure | |

|Gathered Data: |Gather information on the current |

| |situation so that you can focus your |

| |improvement efforts. (The goal is to |

| |pinpoint the location & source of |

| |problems in your process.) |

| | |

| |Solicit additional VOC. |

| | |

| |Document sampling methods used to |

| |collect data not immediately |

| |available. |

| | |

| |Organize & report data Attach check |

| |sheets, Pareto charts, run charts, |

| |control charts, histograms & attach. |

| | |

| |Look at data, patterns, & process |

| |capability. |

| | |

| |Describe specific observations about |

| |variation & areas selected for |

| |further analysis. |

| | |

| |Modify CPI project goals or scope as |

| |needed, using identified |

| |communication & decision-making |

| |processes. |

|Analyze | |

|Current “As Is” Flow Chart: |Construct a flow chart of your process|

| |“as is.” |

|Summary of flow chart process & findings: | |

| |Attach completed flow chart as |

|      |available. |

| | |

| | |

| |Analyze flow chart for: |

| | |

| |Value-added tasks |

| |Non-value added tasks |

| |Bottlenecks & delays |

| |Rework |

| |Inefficiencies |

| |Waste |

| |Complexity |

| |Touching the same thing twice |

| |Bouncing between departments |

| |Levels of authority |

| |# of required approvals |

| | |

| |Record process cycle times. |

|Analyze | |

|Interpret the Data: |Use your data collected during the |

| |Measure phase & the results of your |

|      |flow chart to examine the specifics |

| |about what happens in your process. |

| | |

| |Identify pain points for the |

| |customer. |

| | |

| |Identify process variation. |

| | |

| |Ensure you seek input from the people|

| |closest to the process. |

| | |

| | |

| | |

| | |

|Identify Causes: |Document tools and processes used to |

| |generate theories of possible causes |

|      |of the problem/variation. (e.g., |

| |brainstorming, cause-and-effect or |

| |fishbone diagram, “5-why’s”). |

| | |

| |Identify root (most likely) causes. |

| | |

| |Ensure you seek input from the people|

| |closest to the process. |

| | |

| | |

| | |

| | |

| | |

|Improve | |

|Refined Problem Statement/Goal: |Sharpen & refine problem statement to|

| |reflect the insights gained, using |

|      |the following tips: |

| |Problem statement should reflect the |

| |identified true root cause. |

| |State the problem objectively. |

| |Keep problem statement short & |

| |concise. |

| |Keep the problem statement limited in|

| |scope. |

| |Avoid any implied solutions. |

| |Identify the outcomes you hope to |

| |reach in measurable, observable |

| |terms. |

| |Is the problem worth solving? |

| | |

|Potential Solutions: |Describe the process used to identify|

|      |possible solutions: |

| | |

|      |Did you use a brainstorm? |

| | |

|      |Who provided input? |

| | |

| |Did you seek input from the people |

| |closest to the process? |

| | |

| | |

| | |

| | |

|Improve | |

|Evaluate Solutions: |Document process of developing the |

| |criteria that were used to evaluate |

| |solution options. |

| | |

|[pic] |Identify the top 4-6 criteria. |

| | |

| |Evaluate solution options (document |

| |the criteria decision-making matrix).|

| | |

| | |

|Analysis:       | |

| | |

| | |

| | |

| | |

| | |

|Improve | |

|Choose Best Solutions (1-3): |Document your process for choosing |

| |the best solution(s): |

|Solution #1:       |Did you choose the solutions with the|

| |highest scores? |

|Solution #2:       |Will they produce a change for the |

| |better? |

|Solution #3:       |Will they have an impact on the |

| |customer? |

| |Have they a good chance of |

| |succeeding? |

|Decision process and result (description):       |Has anything been overlooked? |

| |How will the solutions affect the |

| |work of other units, departments, |

| |systems, or schedules? |

| |Is the timing right? |

| |Are the resources for the change |

| |available now? |

| |Is it cost-prohibitive? |

| | |

| |Create proposed improved process flow|

| |chart (assuming selected solution is |

| |implemented). |

| | |

| |Report selection/ recommendation to |

| |management. |

| | |

| |Obtain approval to proceed with |

| |implementation. |

|Implement | |

|Task Name |Create your project plan for |

|Responsible Person or Group |implementation. |

|Begin |Identify tasks. |

|Date |Develop contingency plans for the most |

|End |critical steps. |

|Date |Develop risk management plan. |

|Estimated Hours |Identify how you will know if the |

|Cost |implementation is off-track & |

| |decision-making authority re: changes. |

| |Develop communication plan. |

| |Develop data-gathering plan: identify the|

| |critical metrics you will collect in |

| |order to monitor the tasks & targets. |

| |Link back to data collected during |

| |Measure). |

| | |

| |Schedule tasks and assign resources. |

| | |

| |Attach Project Charter, plans and charts |

| |as needed |

| | |

| |Execute your plans. |

| | |

| | |

| | |

| | |

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| | |

| | |

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| | |

| | |

| | |

| | |

| | |

| | |

| | |

| | |

| | |

| | |

| | |

| | |

|Control | |

|Monitor Implementation: |Monitor & verify that tasks and |

| |targets are being achieved as |

|      |planned. |

| | |

| |Gather critical metrics for |

| |monitoring performance. |

| |Be sure data collection, analysis & |

| |reporting plans are implemented. |

| | |

| |Chart data to compare with |

| |pre-implementation data to |

| |demonstrate value of the process |

| |changes & the project. |

| | |

| | |

| |Create a flow chart of the new |

| |process. |

| | |

| | |

| | |

| | |

| | |

| | |

| | |

|Implement Contingency Plans (as needed): | |

| |Document how scope changes or |

|      |contingencies were addressed, |

| |including what decisions were made, |

| |who made them, and how changes were |

| |communicated. |

| | |

| | |

| | |

| | |

| | |

| | |

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| | |

| | |

| | |

|Evaluate & Standardize |Determine if the desired state has |

| |been reached. |

|      | |

| |Re-cycle through DMAIIC as needed. |

| | |

| |Propose maintenance or corrective |

| |measures if needed. |

| | |

| |Announce changes to employees & |

| |others affected. |

| | |

| |Provide training as needed. |

| | |

| |Ensure new process is completely |

| |documented. |

| | |

| |Identify how new process owners will |

| |be held accountable for ongoing |

| |process performance. |

| | |

| |Formally hand-off improved process to|

| |process owner. |

|Closure: |Complete final reports: overview & |

| |detailed. |

|      | |

| |Document successes & factors that led|

| |to success.* |

| | |

| |Identify opportunities for |

| |improvement in CPI methods, tools & |

| |approaches.* |

| | |

| |Show appreciation to employees and |

| |others involved in the CPI effort. |

| | |

| |*Note: Attach a project evaluation |

| |form if used |

| | |

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Requirements

Value-Added

Feedbackck

Feedbackck

Requirements

Outputs

Inputs

Process

Customer

Supplier

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Weight

Criteria

SOLUTION OPTION

 

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