1. Team 726 - Phase II Short Form - Fall 2004 Phase II Short Form “Statistical Process Control, Six Sigma, Improvement for Lean Systems" Assessment of the ITTTM Toolkit System Under Virtual Team Environment Presented to: Dr. John Sinn Prepared by: Team 726 Fall 2004

2. Team 726 - Phase II Short Form - Fall 2004 Content  Short Form Purposes  Team 726 Membership  Project Descriptions  Project Objectives  Problem Statement  Assumptions/ Limitations  Research Methodology  Tool 13 Summary  FACR – Tool 13  Tool 14 Summary  FACR – Tool 14  Tool 15 Summary  FACR – Tool 15

3. Team 726 - Phase II Short Form - Fall 2004 Content, continued  Tool 16 Summary  FACR – Tool 16  Tool 17 Summary  FACR – Tool 17  Tool 18 Summary  FACR – Tool 18  Team 726 Project

4. Team 726 - Phase II Short Form - Fall 2004 Short Form Purposes Overview and summarize long form (narrative report) findings, analyses, conclusions and recommendations (FACR) for future work (2 nd half of the course). Serve as an executive summary of our team project. Highlight progress and evolving issues related to team project.

5. Team 726 - Phase II Short Form - Fall 2004 Team 726 Membership Team 726 is comprised of graduate students and working professionals across the country serving different types of industries and service sectors. Members include: Jim Bossert, Mark Chandler, Timothy Chow, Janett Gray, Clark Halferty, James Hicks, Vern Morris and Larry Roman. Our Instructor/Advisor is Dr. John Sinn.

6. Team 726 - Phase II Short Form - Fall 2004 Project Descriptions Team 726 is continuing and expanding on research conducted by Team 627/727 (Fall 2003) and Team 682/702 (Summer 2004) in assessing ITTTM Toolkit System under virtual team environment.

7. Team 726 - Phase II Short Form - Fall 2004 Project Objectives 1.Complete six toolkit assignments, assessing five SDA’s in each toolkit,modifying the tools to enhance the virtual team, presenting findings, and recommendations as phase reports. 2.Develop team portfolio reflecting 17 unique SDA’s and 4 continuously improved RCA’s in “grand” forms addressing main elements of appropriate ISO 9000 standard (2002 preferred). 3.Identify areas for improvement to streamline the process in using ITTTM Toolkit System.

8. Team 726 - Phase II Short Form - Fall 2004 Problem Statement The focus of our team project is the assessment of the ITTTM Toolkit System (sections 13-18) to determine the viability of the ITTTM Toolkit System in the application of ISO 9000 type implementation in a small to mid size service organization. We will refer to ISO 9000 (2002) as our reference standard.

9. Team 726 - Phase II Short Form - Fall 2004 Assumptions / Limitations Small to mid-size service organization Operating in virtual team environment Data availability Toolkits applicability Different level of experience in using ITTTM Toolkit System (learning curve)

10. Team 726 - Phase II Short Form - Fall 2004 Methodology The research methodology to be used is that of using the team to attempt to complete each element of the toolkit studied this semester to determine the level of understanding, the ease in completion of the tools and the transference to implementation. If we as students can successfully agree on what works, what needs improvement and how to improve, the beneficiaries will be the organizations who will use this toolkit to implement a Quality System that works.

11. Team 726 - Phase II Short Form - Fall 2004 Tool 13 Summary Focus and benefits of data Foundational definitions of quality Attributes, defects, defectives Inspection, data gathering systems

12. Team 726 - Phase II Short Form - Fall 2004 FACR – Tool 13  Team 726 has reviewed, analyzed and discussed topics related to Toolkit 13.  Members have attempted to use SDA’s, such as PASPC, VSPC, GOTA, DSDC and ISOQSAOPP to document lessons learned and examine processes in approaching our team project.  Our team has come to a consensus on narrowing down research focus and project topic after reviewing postings from members and discussing the alternatives presented to our team.

13. Team 726 - Phase II Short Form - Fall 2004 FACR – Tool 13, continued  All current team members (2 new members will be actively involved starting with Toolkit 14) have participated in discussions, conducted independent research on related topics and taken responsibility in compiling research data. The long and short forms are the results of the teamwork.  Although it has taken Team 726 some time to determine project focus/objectives and to be familiarized with the ITTTM Toolkit System (particularly with new improvements/processes), we have finally come together to explore exciting learning and improvement opportunities.

14. Team 726 - Phase II Short Form - Fall 2004 Tool 14 Summary Focus, definitions, benefits of data revisited Attributes, defects, defectives Preparation, constructing attribute charts Possible actions over time

15. Team 726 - Phase II Short Form - Fall 2004 FACR – Tool 14  Team focus is getting clearer  Some tools are a stretch for this module VSPC is good for variable data but not attribute  Attribute data is common in many service industries  Team is still learning how to work together  Data collection is critical, need to modify form to make more service friendly  General inspection form pretty good can go without any modification  Safety checklist needs work  Outside reading topics show the diversity of the group

16. Team 726 - Phase II Short Form - Fall 2004 Tool 15 Summary Attribute vs. variable systems Requirements and elements for charting Steps for constructing control charts Short run systems Using charts for ongoing improvement

17. Team 726 - Phase II Short Form - Fall 2004 FACR – Tool 15  Team continues to focus, and has developed a project focus.  Effort has started on Discussion Board to identify RCA/SDA’s in Tools 13-18 to be modified as part of Team project.  More involved team members are using and posting to Discussion Board on frequent basis, some multiple times daily.  Most tools are a stretch for ready use in this module.  The VSPC, PASPC, and VDSRPC SDA’s are good for variable data but not attribute.  They would probably not be particularly useful for a small, virtual service organization.  Attribute data is common in many service industries, and the GIS and CEAS SDA’s would be candidates for modification in the Team Project.

18. Team 726 - Phase II Short Form - Fall 2004 FACR – Tool 15, continued  Team is still learning how to work together.  Issues with meeting deadlines and communications.  One team member may drop class, and team will have to redistribute tasks.  Data collection is critical, need to modify form to make more service friendly.  This could include formatting decisions on focus of SDA’s, in particular.  Outside reading topics show the diversity of the group.  Literature search as part of TRIRPA - or FACR – has demonstrated value in bringing in new and related information and ideas.

19. Team 726 - Phase II Short Form - Fall 2004 Tool 16 Summary  Metrology  Precision, Accuracy, Calibration, R&R  Measuring devices  4Fs: Form, Fit, Finish, Function  GDT: Geometric Dimensioning & Tolerancing  Straightness, Roundness, Flatness  Concentricity, Paralelism, Runout  Angularity, Perpendicularity, Cylindricity  Metric System

20. Team 726 - Phase II Short Form - Fall 2004 FACR – Tool 16  Developing team performance measures  FACR added PPDPOA: reduces value of questions at end to PPDPOA  Continued evolution PPDPOA  SDAs to improve selected: VSPC, DSPC, PASPC, GOTA  Assignments made  Continue to assess applicability of new SDAs for Team project  Progression of tailoring forms to service industry

21. Team 726 - Phase II Short Form - Fall 2004 FACR – Tool 17  Characteristics Variation and Systems  Use of Preventive Inspection Routines  Use of FPLP Based On Characteristics  Validation of Standard Procedures In Production.  Gage R&R in Metrology  Standards and Values  Evaluation and Analysis for Quality Improvement  Definitions of Standard Maintenance  Relationships, Issues, Involved In Characteristic Analysis, Improvement

22. Team 726 - Phase II Short Form - Fall 2004 FACR – Tool 17, continued  Raising team performance measures  FACR added PPDOA:  FACR questions at end diminish value to PPDPOA  Continued evolution PPDOA  Expand SDAs – DSDA, GOTA, PASPC & VSPC  Polish SDAs for service sector  Continue to assess applicability of new SDA for Team project  Further define Team 726 performance measures

23. Team 726 - Phase II Short Form - Fall 2004 Tool 18  Why 1.33 as an objective  General Capability Issues  Capability and ongoing improvement  Variation, out of control conditions  Quality characteristic evaluation

24. Team 726 - Phase II Short Form - Fall 2004 Tool 18 - FACR  Enhancing team performance measures  FACR added PPDOA:  FACR questions at end diminish value to PPDPOA  Continued evolution PPDOA  Expand SDAs: DSDA, GOTA, PASPC & VSPC  SDA’s must be clear and concise, formatted so apply to industrial services  Continue to assess applicability of new SDA for Team project  Strive to fully attain business team goals

25. Team 726 - Phase II Short Form - Fall 2004 Team 726 Project  The Team Project included the revision and streamlining of four Standard Dedicated Assessments (SDAs) for use by virtual teams in service industries:  Jim Bossert and Janett Gray - P Attribute Statistical Process Control (PASPC) and the SDA-Variable Statistical Process Control (VSPC)  Mark Chandler and Janett Gray - Glossary Of Terms, Applications (GOTA)  Vern Morris - Documentation System Design, Communication (DSDC)

26. Team 726 - Phase II Short Form - Fall 2004 Team 726 Project, continued  The Team Project also included Form Improvements by Timothy Chow for Tool 17  Portfolio Presentation Documentation Planning Organization Assessment (PPDPOA)  Tool Reading, Information Research, Project Assessment (TRIRPA)  Team Portfolio Presentation Management Assessment (TPPMA)  P Attribute Statistical Process Control (PASPC)  Variable Statistical Process Control (VSPC)  Gage Reproducibility And Repeatability System (GRARS)  Gage R & R, Training, Tradition, Infrastructural Change (GRRTTIC)  Open Agenda Tracking, Corrective Action Form (OATCAF)

27. Team 726 - Phase II Short Form - Fall 2004 Team 726 Project, continued  The Team Project also included Form Improvements by Timothy Chow for Tool 18:  This included PPDPOA, TRIRPA, TPPMA, PASPC, and VSPC from Tool 17  Capability Calculation (CC)  Supplier Audit General Evaluation (SAGE)  Preliminary Systematic Design Of Experiments (PSDOE)  The Team also developed a generic Findings, Analysis, Conclusions, Recommendations (FACR) for use with all Regular Critique Assessments (RCA) and Standard Dedicated Assessments (SDA)

28. Team 726 - Phase II Short Form - Fall 2004 Conclusion  Team 726 adapted new features/processes in using ITTTM Toolkit System, members discussed and reaching consensus in completing all RCA’s and SDA’s, particularly in adopting common practice to streamline FACR process. This step is in accordance with both the Project Objectives #1 and #2.  Utilizing primarily the Discussion Board (R&D Forum) and other communication tools, Team 726 identify four specific SDA’s to be modified for use by virtual teams in service industries. The modified SDA’s will be a part of the project deliverables. This step is corresponding to the Project Objective #3.