2. Page 2

3. Data from (6) Month Review
1.1.1 Strategic Planning
Purpose: to define and deploy the most important strategic priorities to drive performance improvement.
STRATEGIC PLANNING
Data from (6) Month Review
Preparation
SWOT
Planning Session
Deployment
Meetings
Leadership Communication (Lisa)
Organization Performance (Chuck)
Continuous Improvement (Anthony)
Workforce Development (Kelly)
PAC 13 assignments
Financial Analysis
Operations Analysis
Technology Analysis
Customer and Markets Analysis
Competitive Analysis
Standards – AS9100,
NADCAP and
SEA/LES
SWOT Completion From- Customers,
Suppliers, and
Employee Skills Assessment
Customer Interviews/Surveys
Employee Interviews/Surveys
Supplier Interviews/Surveys
SWOT and Business Annual
Report Vision Review
Mission Review
Targets & Objectives
Value Stream Mapping (if needed)
Review Champions
Review Process Owners
Review Process Maturity
Employee Meetings (4)
Supplier Meetings (if needed)
Customer Meetings
Department and
Individual Goals (if needed)
Action Plans
Recognition
Communication
(6) Month Review
of revised or new
“Strategic Planning”
Goals, Targets and
Objectives.
Please read and keep these questions in mind as you complete the attached SPW worksheets.
1.1.1 Strategic Planning Process – How does your organization accomplish its strategic planning? What are the key process steps and who are the participants? How do you ensure that the process addresses strengths, weaknesses, opportunities, and threats; major shifts in technology, markets, and competition? How are standards such as AS9100 integrated into the planning process? What are your key strategic goals and timetables?
Page 3

4. Page 4

5. 1.1.1 Strategic Planning- Preparation
Preparation will encompass the following information gathering-
Financial Analysis Report from the CFO
Operations Analysis Report from the COO
Technology Analysis Report from the General Manager (are we a “Front Runner”)
Competitive Analysis Report (based on surveys below)
Review of Standards (QAM)-
AS9100 Rev. C
NADCAP Specifications for Special Processes
SEA/LES
Surveys used for information gathering-
Customer Interview/Survey (see page 6)
This Survey should be sent to customers within the top 5% of the customer base and repeated among selected customers to develop better business trends.
Supplier Interview/Survey (see page 7)
This Survey should be sent to suppliers within the top 5% of the supplier base and repeated among selected suppliers to develop better business trends.
Employee Feedback Forms (see page 8)
This Survey should be taken from a random sample of 8 to 10 employees involved in the day to day operation of the company.
Leadership Processes Self-Assessment Survey (see page 9)
Self-Assessment Survey is to be completed by all members of the Lean Management Team and/or Process Owners.
PAC 13 assignments
Financial Analysis
Operations Analysis
Technology Analysis
Customer and Markets Analysis
Competitive Analysis
Standards – AS9100,
NADCAP and
SEA/LES
Page 5

6. Customer Interview/Survey
Customer/Company Name:
Date:
Customer Contact:
Title:
In our continuing efforts to improve our quality system, we would ask you to complete this Customer Survey Form and
return it to us within one work week of receipt. Your input will assist us significantly in further improving our product
quality and responsiveness to your requirements.
PLEASE SELECT THE APPROPRIATE NUMBER, WITH "5" INDICATING "VERY PLEASED" AND "1" INDICATING
"VERY DISPLEASED". 1 2 3 4 5
OVERALL QUALITY OF PRODUCT ORDERED
OVERALL QUALITY OF PACKING, PACKAGING AND PRESERVATION
ON-TIME DELIVERY
DOCUMENTATION PROVIDED
RESPONSIVENESS TO SHIPPING SCHEDULES AND CHANGES 6
PRICING 7
INVOICING 8
COURTESY OF OUR PERSONNEL 9
RESPONSIVENESS OF OUR REQUEST FOR QUOTES 10
RESPONSIVENESS OF OUR PERSONNEL TO COMPLAINTS
WE WOULD WELCOME ANY COMMENTS/SUGGESTIONS OR IMPROVEMENTS YOU WOULD CARE TO MAKE
ELABORATING ON ANY OF THE SURVEY ITEMS LISTED ABOVE OR ANY TOPIC YOU FEEL WE HAVE OMITTED.
COMMENTS:
NAME
TITLE
DATE
THANK YOU IN ADVANCE FOR TAKING TIME TO COMPLETE THIS SURVEY. THIS WILL ASSIST C&H MACHINE
IN THE CONTINUOUS IMPROVEMENTS EFFORTS. PLEASE SEND THIS SURVEY BACK TO THE ATTENTION OF
C&H MACHINE'S QUALITY DEPARTMENT VIA FAX TO:
Page 6

7. Supplier Interview/Survey
943 S. Andreasen Escondido, Ca (760) Fax(760)
Supplier Quality Survey
Survey Conducted By
Initial Survey
False Yes
False No
Follow-up Survey
Company Name:
Supplier
Address:
Sub-contractor
City:
State:
Zip:
Phone:
Fax:
Web:
State or City License #
List products and services offered
List number of employees
Production
Quality
Total
Management
Name
Title
Do you have a documented Quality policy that defines objectives and commitment.
Are you ISO 9000 and/or AS9100 approved?
Yes No
Certification Number
If so you do not need to complete the questionnaire below. Please submit a copy of your Certification with this form.
Other Certifications
Does your company allow pre-arranged visits to your facility by our quality rep to review your quality system?
If certified to an accredited third party STOP HERE AND SUBMIT copy of certificate
Management Please include Section of Manual / Procedure
Does your company have a quality system which is overseen by sufficient authority?
Is your quality system reviewed and maintained at regular intervals?
Does your company have an organizational chart?
Do you have a system for conducting internal audits?
Are your quality system procedures available for personnel responsible for the requirements?
Contract Review
Do you have a documented review procedure that ensures all contract obligations can be met?
Document and Data Control
Do you have a documented procedure that defines the control and maintenance of documents?
What is your length for retention?
Handling of Customer Supplied Material
Do you have a documented procedure that defines the method of proper material handling?
Do you have a documented procedure for notification of damaged customer material?
QSF
Rev. NC
943 S. Andreasen Escondido, Ca (760) Fax(760)
Supplier Quality Survey
Survey Conducted By
Page of 2
Process Control
Are clearly defined work instructions documented?
False Yes
False No
Are documented procedures in place for reviewing, controlling and updating work instructions?
Inspection
Are in process inspections and tests performed in accordance to documented procedures?
Are the personnel adequately trained who perform functions related to quality?
Inspection Measuring and Test Equipment
Is measuring and test equipment controlled, calibrated and traceable to NIST?
Are documented procedures in place for the identification and calibration of test equipment?
Corrective Action
Are documented procedures in place that establish requirements for corrective action?
Does this procedure define the verification of affectivity?
Training
Are training records maintained to show personnel have been adequately trained?
Print Name of Person Completing Survey:
Title:
Signature:
Date:
Office Use Only
Does the inquiry and attachments satisfy criteria for approval?
Comments
Approval
Title
QSF
Rev. NC
Page 7

8. Page 8

9. Leadership Processes Assessment
Page 9

10. Page 10

11. 1.1.1 Strategic Planning- SWOT
SWOT will utilize the following gathered information-
Financial Analysis Report from the CFO
Operations Analysis Report from the COO
Technology Analysis Report from the General Manager (are we a “Front Runner”?)
Competitive Analysis Report (based on surveys below)
Review of Standards-
AS9100 Rev. C
NADCAP Specifications for Special Processes
SEA/LES
Surveys gathered-
Customer Interview/Survey (see page 6) 5 (Min.) Completed
This Survey should be sent to customers within the top 5% of the customer base and repeated among selected customers to develop better business trends.
Supplier Interview/Survey (see page 7) 5 (Min.) Completed
This Survey should be sent to suppliers within the top 5% of the supplier base and repeated among selected suppliers to develop better business trends.
Employee Feedback Forms (see page 8) 8 (Min.) Completed
This Survey should be taken from a random sample of 8 to 10 employees involved in the day to day operation of the company.
Leadership Processes Self-Assessment Survey (see page 9) 1 per Process Owner
Self-Assessment Survey is to be completed by all members of the Lean Management Team and/or Process Owners.
SWOT Completion From- Financial Analysis Report
Operations Analysis Report
Technology Analysis Report
Competitive Analysis Report
Review of Standards
Customer Interviews/Surveys
Employee Interviews/Surveys
Supplier Interviews/Surveys
Leadership Processes Self-Assessment
Page 11

12. Complete as Tentative SWOT Analysis Prior to Planning Session.
SWOT Analysis 20XX/20XX
Strengths (Internal)
Weakness (Internal)
1) Versatile Technology (20XX)
1) Divided Location / Team (20XX)
2) Capacity Level (20XX)
2) Lack of Communication (20XX)
3) Service to Customers (20XX)
3) Lack of Training (20XX)
4) Non-standardized Processes (20XX)
Opportunities (Internal and External)
Threats (Internal and External)
1) New Sales (20XX)
1) Competition (20XX)
2) New Equipment (20XX)
2) Economy (20XX)
3) New Technology (20XX)
3) Inefficiency (20XX)
4) Better Working Environment (20XX)
4) Healthcare Cost (20XX)
5) Increase in Workforce (20XX)
5) Environmental Impact (20XX)
Consider the current conditions within C&H Machine, changes in customer requirements, competition and technology. Does the pre-existing
SWOT Analysis still apply to calendar year 20XX?
Summary of Analysis:
What strengths can we build on that would help us to capture the "Opportunities" or deal with the "Threats"? A) B) C)
What weaknesses are there to minimize that would enable C&H Machine to capture the "Opportunities" or deal with the "Threats"?
Complete as Tentative SWOT Analysis Prior to Planning Session.
Page 16

13. Complete as Tentative Strategic Goals Prior to Planning Session.
Page 17

14. Complete as Tentative Strategic Goal Planning Prior to Planning Session.
Page 18

15. Use as it applies to the SWOT and Planning Session Preparation
Page 21

16. Page 22

17. 1.1.1 Strategic Planning- Planning Session
Deployment
Meetings
1.1.1 Strategic Planning- Planning Session
SWOT and Business Annual
Report Vision Review
Mission Review
Targets & Objectives
Value Stream Mapping (if needed)
Review Champions
Review Process Owners
Review Process Maturity
Employee Meetings (4)
Supplier Meetings (if needed)
Customer Meetings (if needed)
Department and
Individual Goals (if needed)
Action Plans
Recognition
Communication
Go over SWOT and Annual Business Report (open discussion after report).
Review Company Mission (open discussion after review)
Review Mission (open discussion after review)
Review Targets and Objectives (open discussion after review)
Review Champions (open discussion after review)
Review Process Owners (open discussion after review)
Review Process Maturity (open discussion after review)
Create a value stream of any problem area (if needed)
If needed, discuss any matters or issues that arise in deployment.
Address these matters or issues and how they relate to (1) thru (6).
Revise Goals for Deployment Meetings
Page 23

18. Example Use and Format Only
Process Worksheet Example
Date XX
1.              Name of the Process ___Box Assembly Sub-process of Manufacturing Value Stream Owner Joe P.
2.      Customer Requirements - what each customer or segment needs/expects from your process:
Shipping: Quality boxes in batches of 50. with complete paperwork; adhering to shipping schedule;
Accounting: Accurate complete traveler
3.      Business Requirements - things the business demands of the process: Within budget, adhering to schedule, no scrap, safety
4.      What triggers the start of the process: Receipt of order from Production Control
End of process: Acceptance of completed batches of 50 boxes to Shipping
5. Measures of process effectiveness or efficiency are: Assembly cycle time: $ value of scrapped materials; labor costs
Example Use and Format Only
6. SUPPLIERS' SPECIFIC INPUTS Internal or external suppliers' specific inputs -materials, labor,, equipment, software, info.
7. PROCESS STEPS Current steps or tasks involved in the process and job roles. List in sequence, then develop flowchart.
8. PRODUCT / SERVICE OUTPUTS All products and service outputs given to internal or external customers
Supplier Names
Specific Inputs
Steps Review traveler Layout cardboard pieces according to template Select appropriate size tape Sharpen scissors Tape each joint in specified sequence Fold each joint Stack completed boxes in basket, up to 50 per basket Fill in items 6-8 on traveler and sign 9. Place on cart 10. shipping re: batch completion 11. Record shift results on work log and to accounting 12. Receive acceptance reply from accounting
Job Role Line/cell lead Assembler
Assembler Assembler Assembler Assembler Assembler
Assembler Assembler Assembler Line lead
Line/cell lead
Customers Shipping & Accounting
Shipping
Specific Outputs Completed traveler
Batches of 50 boxes in baskets Notification
Accurate measurement logs each shift
Production Control
Traveler with box size and color specifications
Cardboard sheets Clear adhesive |" tape or 1" tape depending upon box size Scissors Baskets
Template Work instructions
Purchasing
Accounting
Quality Dept.
Dept. Manager...
Page 24
Managing Process Improvement I

19. Use as it applies to either the Planning Session or Deployment Meeting(s)
Page 25

20. Page 26

21. 1.1.1 Strategic Planning- Deployment Meeting(s)
Planning Session
Deployment
Meetings
1.1.1 Strategic Planning- Deployment Meeting(s)
SWOT and Business Annual
Report Vision Review
Mission Review
Targets & Objectives
Value Stream Mapping (if needed)
Review Champions
Review Process Owners
Review Process Maturity
Employee Meetings (4)
Supplier Meetings (if needed)
Customer Meetings
Department and
Individual Goals (if needed)
Action Plans
Recognition
Communication
Through the Deployment Meeting(s) share “Improvements” based on-
SWOT and Annual Business Report
Company Mission Review
Targets and Objectives
Review of Champions
Review of Process Owners
Review of Process Maturity
Note-
The Deployment Meeting(s) can be a further outlet for ideas that may help to refine the goals of the Planning Session. If needed, a Planning Session shall be reconvened to consider these ideas to see how they dovetail into the goals of the coming year.
A new abbreviated Deployment Meeting(s) will be schedule to share the goal change(s).
Page 27

22. Process Worksheet Example
Date XX
1.              Name of the Process ___Box Assembly Sub-process of Manufacturing Value Stream Owner Joe P.
2.      Customer Requirements - what each customer or segment needs/expects from your process:
Shipping: Quality boxes in batches of 50. with complete paperwork; adhering to shipping schedule;
Accounting: Accurate complete traveler
3.      Business Requirements - things the business demands of the process: Within budget, adhering to schedule, no scrap, safety
4.      What triggers the start of the process: Receipt of order from Production Control
End of process: Acceptance of completed batches of 50 boxes to Shipping
5. Measures of process effectiveness or efficiency are: Assembly cycle time: $ value of scrapped materials; labor costs
Revise Process Worksheet- based on new ideas discussed on Deployment Meeting(s).
6. SUPPLIERS' SPECIFIC INPUTS Internal or external suppliers' specific inputs -materials, labor,, equipment, software, info.
7. PROCESS STEPS Current steps or tasks involved in the process and job roles. List in sequence, then develop flowchart.
8. PRODUCT / SERVICE OUTPUTS All products and service outputs given to internal or external customers
Supplier Names
Specific Inputs
Steps Review traveler Layout cardboard pieces according to template Select appropriate size tape Sharpen scissors Tape each joint in specified sequence Fold each joint Stack completed boxes in basket, up to 50 per basket Fill in items 6-8 on traveler and sign 9. Place on cart 10. shipping re: batch completion 11. Record shift results on work log and to accounting 12. Receive acceptance reply from accounting
Job Role Line/cell lead Assembler
Assembler Assembler Assembler Assembler Assembler
Assembler Assembler Assembler Line lead
Line/cell lead
Customers Shipping & Accounting
Shipping
Specific Outputs Completed traveler
Batches of 50 boxes in baskets Notification
Accurate measurement logs each shift
Production Control
Traveler with box size and color specifications
Cardboard sheets Clear adhesive |" tape or 1" tape depending upon box size Scissors Baskets
Template Work instructions
Purchasing
Accounting
Quality Dept.
Dept. Manager...
Page 28
Managing Process Improvement I