Standard Approach for Setting Up a Kaizen Event

Creating a Kaizen Event The optimizer provides an on-line charter to create and manage Kaizen events. Typical Timeline Creation and 20% of Charter complete prior to event Completion and 100% of Charter complete by final day of the event. Keep Using White Boards and Flip Charts DURING YOUR EVENT! Keep it dynamic!

LEANOPTIMA™ ©2009 All Rights Reserved | www.leanoptima.com Adding A Kaizen Event From the Top Level Navigation: Kaizens>Add Kaizens LEANOPTIMA™ ©2009 All Rights Reserved | www.leanoptima.com

LEANOPTIMA™ ©2009 All Rights Reserved | www.leanoptima.com Set Up Tab Pre-Event Event Name Start/End Date Event Type Remaining details can be completed as they become available. By Report Out All details on the Set Up tab should be completed prior to the event starting LEANOPTIMA™ ©2009 All Rights Reserved | www.leanoptima.com

LEANOPTIMA™ ©2009 All Rights Reserved | www.leanoptima.com Alignment Tab Often a Kaizen event is being held to improve a specific KPI, in support of a value stream, part of an action plan … or all of these! Pre-Event If this is the case, choose the appropriate items that the Kaizen event aligns with. These items will appear on the Kaizen Dashboard… and the Kaizen will appear on the KPI/Action Plan or Value Stream Dashboards. By Report Out Alignment should be determined prior ot the event as part of answering the question “Why are we doing this event?” LEANOPTIMA™ ©2009 All Rights Reserved | www.leanoptima.com

LEANOPTIMA™ ©2009 All Rights Reserved | www.leanoptima.com Team Tab Pre-Event Enter the team members and their specific roles. Team members will get notification and reminders regarding the event This data will populate the Event Participation/Tracking reports Task owners and assists will automatically be added to this list. By Report Out Upload the Team Photo for the Charter Tab More information regarding registration workflows can be found in the Optimizer help screens. LEANOPTIMA™ ©2009 All Rights Reserved | www.leanoptima.com

LEANOPTIMA™ ©2009 All Rights Reserved | www.leanoptima.com Task Tab Kaizen events often do not achieve their full potential due to a lack of pre-work and post event follow up. Optimizer can help improve success! Pre-Event Assign prework such as data collection, reserving conference rooms or whatever is necessary to make the event a success. By Report Out Any tasks that are not completed by the report out should be added to the task list with specific owners and due dates Kaizen owners can track progress Task owners receive automatic reminders and notifications Indicates the due date has changed… rollover for due date history Add comments or read prior comments Task Complete Task Late Task In Progress Task Due within the next 7 days LEANOPTIMA™ ©2009 All Rights Reserved | www.leanoptima.com

LEANOPTIMA™ ©2009 All Rights Reserved | www.leanoptima.com Scorecard Tab Kaizen is all about improvement! The scorecard tab is where to capture those improvements. Pre-Event Choose the appropriate metrics to be improved Add baseline data and Plan goal By Report Out Add Actual Improvement If possible, monetize the results Set up any sustainment checks Don’t see the metric you need? Contact your site admin or support@kaizenoptimizer.com to have it added to the list. LEANOPTIMA™ ©2009 All Rights Reserved | www.leanoptima.com

LEANOPTIMA™ ©2009 All Rights Reserved | www.leanoptima.com Photos and Docs An important part of any Kaizen is documentation. Add any new process documents, data, before and after photos and whatever else is relevant to your event. Pre-Event Data collection that the team needs access to Other… By Report Out Before/After photos Standard process documents Final PPT deck LEANOPTIMA™ ©2009 All Rights Reserved | www.leanoptima.com

LEANOPTIMA™ ©2009 All Rights Reserved | www.leanoptima.com Charter Tab The Charter Tab brings all of the information together in one place as a summary of the event. Pre-Event Kaizen owners can review the tab to monitor task completion and complete missing information. By Report Out Use the Charter tab as part of the report out presentation to summarize the event, view before/after photos and launch any additional uploaded presentation materials LEANOPTIMA™ ©2009 All Rights Reserved | www.leanoptima.com

Kaizen Event Reporting There are a number of reports available to answer the common questions regarding Kaizen activity: Who has participated in what Kaizens? Use the Reports>Event Participation Tracking… populated by completing the Team Tab How much have we saved across all our Kaizens? Use Reports>Events>Lean Savings Results … populated by completing the monetization portion of the event scorecard How many events have we done to address inventory reduction, and what is the overall savings? Reports>Events>Metric Rollup …. Populated by adding specific metrics to the scorecard and populating the baseline and improvement data How well have we sustained progress on a specific measure? Reports>Events>Sustainment Reporting .. Populated by including sustainment checks on appropriate event metrics LEANOPTIMA™ ©2009 All Rights Reserved | www.leanoptima.com