1. Standard Approach for Setting Up a Kaizen Event

2. 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!

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Adding A Kaizen Event
From the Top Level Navigation:
Kaizens>Add Kaizens
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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
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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?”
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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.
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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
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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 to have it added to the list.
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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
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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
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11. 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
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