Strategic Process Management Project Template

<Project Title> <Product Group> <Black Belt/Green Belt Name> <Tollgate> <Date> (xx-xx-xx)

Instructions
Delete This Slide Before Presenting
Basic PowerPoint Skills Are Necessary
In order to properly complete this template, the user should possess basic PowerPoint editing skills including: Entering and editing text Cutting and pasting text and graphics Inserting objects from other applications Creating basic graphics utilizing Autoshapes Copying and deleting slides Moving from/to SLIDE VIEW mode, SLIDE SHOW mode and NOTES mode Editing Masters

Overview
This template is designed to give you flexibility in presenting and documenting your DMAIC project. Most of the slides are required, but offer a lot of open space to tell your story as you see fit. During a particular tollgate, you will be asked to present only those slides leading up to and including the phase of DMAIC you are currently in. For example, if you are presenting at a Measure tollgate, you would only present Define and Measure slides.

Each slide is linked to one of the phases of DMAIC. This phase is designated in the upper right hand corner of each slide.
The DMAIC Project Progress Sheet should be continually updated by the project lead and can serve as an excellent project management tool. Specific instructions for each slide are located in the NOTES section. Click on VIEW, then NOTES PAGE to view. Feel free to add slides if absolutely necessary to make a particular point.
DMAIC Project Template <Project Name>

<Date> 2

Instructions
Delete This Slide Before Presenting
Entering Text
Most of the text fields have to be completed while in the SLIDE SHOW mode. All of the open areas and Takeaway boxes should be completed in the SLIDE VIEW mode

Moving Between Slide Show, Slide View, and Notes

There are two ways to toggle between views in PowerPoint: 1. Click on View from the menu at the top left of the screen From this menu, click on the view you want to work in

2.

Click on the icon at the bottom left of the screen that represents the view you want to work in.

DMAIC Project Template <Project Name>

<Date> 3

BPMS Project Progress Sheet

Kick Off Date:
Define Tollgate

Function or Product Group:

Project: <Project Name>
Measure Tollgate

x/xx/xx

Analyze Tollgate

Improve Tollgate

Control Tollgate

Key Steps:

xx/xx/xx

xx/xx/xx

xx/xx/xx

xx/xx/xx

xx/xx/xx

Define
1. Identify Project CTQs 2. Develop Team Charter 3. Define Process Map Tollgate

Measure
4. Select CTQ Characteristics 5. Define Performance Standards 6. Measurement System Analysis Tollgate

Analyze
7. Identify Variation Sources 8. Define Performance Objective for key Xs 9. Establish relationship with Ys (Transfer Function) Tollgate

Control
10. Standardize the processes & procedures

Operatinoalize
10. Plan for Implementation 11. Execute the Process 12. Collect data and populate dashboard Tollgate

11. Create PM Chart & response Plans

12. Establish Operating Tolerances (Specifications) & Dashboards Tollgate

Overall Project Completion Percentage

XX%
40% 50% 60% 70% 80% 90% 100%

10%

20%

30%

Key Deliverables and Tools

Team Mission & Preliminary goals Identify Customers Project CTQs Project Charter Project Budget High Level Process Map CAP-Appropriate Tools Tools COPIS Project Plan-GANTT Chart-Microsoft Project VOC/CTQ Tree/ QFD VOC/Customer Research Interviews, Focus Groups, Surveys, Complaints, etc. Project Y Performance Standard for Project Y Data Collection Plan & MSA Data for Project Y CAP-Appropriate Tools Tools QFD FMEA Continuous Gage R&R Test/Retest Attribute R&R Detailed Process mapping Prioritized List of all Xs Stratification Simulation & relationship modelling CAP-Appropriate Tools Tools Capability IndicesMinitab Z Tables Benchmarking Process AnalysisFishbone Diagram Graphical Analysis Hypothesis Testing Span List of Vital Few Xs Proposed Solution(s) Cost Benefit Analysis Pilot Implementation Plan CAP-Appropriate Tools Tools DOE-Screening Factorial Designs Simulation Regression Analysis Pilot Score Card MSA Process Capability Y, X Sustained Solution Documentation Full Scale Rollout Plan Control Plan/ Management System CAP - Making Change Last Tools Continuous Gage R&R Test/Retest Attribute R&R Capability Indices Control Charts FMEA

Project CTQs
Remember to Stratify Key Customers/Groups

Define

Customer
Who receives your product & finds value in it

Product/ Service Received

What do you produce or create

Expectations
What are the characteristics of your product that the customer finds valuable

Priority
How important is this product 1= Low 5= high

DMAIC Project Template <Project Name>

<Date> 5

Charter
<Project Name>
1. Business Case (High Level Benefit Analysis linked to Project CTQs): 4. In Scope:

Define

2. Mission Statement 5. Out of Scope:

3. Goal Statement:

6. Definition of a Defect for This Project:

DMAIC Project Template <Project Name>

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Charter
<Project Name>
7. Team Members/Roles
Executive Sponsor: Business Process Owner: Project Leader(s): Subject Matter Experts: Team Member: Team Member: Team Member: Team Member: Team Member: Function/Product:

Define

9. General Information
Customers:

Core Process: Yes No

<Process Name>

Function/Product: Strategic Priority: Key Initiative Black Belt

Green Belt

8. Internal Resource Requirements

Approx. FTE Weeks Functional Leader Approx. FTE Weeks Functional Leader Approx. FTE Weeks Functional Leader

Name

Name

Name

Quality:

E Biz:

HR:

IT:

Risk:

Other:

Finance:

Legal:

DMAIC Project Template <Project Name>

<Date> 7

Current Process COPIS

Define

C
Customer

O
Output
(Use nouns)

P
Process
(Use verbs)

I
Input
(Use nouns)

S
Supplier
Stop:

Key Questions
What are the process boundaries? Start:

What is included/excluded in the scope of this project? Includes: Excludes:

What is the Unit, Opportunity, Defect?

4
Has this process map been validated by key people?

<Takeaway Box>
<Date> 8

DMAIC Project Template <Project Name>

Project Plan

Define

MS Project If you dont have access to MS Project, email the Help Desk at:
HelpDesk, (CAP, )

Key Questions
Are dates achievable based on Business/Customer workload?

Do you have the proper skill set assigned and number of resources?

<Takeaway Box>

DMAIC Project Template <Project Name>

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Change Management Plan

Define

AN OPTIONAL but Highly Recommended Part of the Define Tollgate Review Presentations Might Include: <CM Profile> <Stakeholder Analysis>

Key Questions
Who are the major stakeholders for this project?

What is their level of support for this project?

How engaged is the Champion in this project? How about the Leadership Team?

<Takeaway Box>

DMAIC Project Template <Project Name>

<Date> 10

Selecting CTQ Characteristics

Measure

Key Questions

Insert here the rigor used to determine your CTQs and its specifications Example:

How will we measure our performance?

Quality Function Deployment (QFD), CTQ Tree

What is the Project Y (the primary metric we are trying to improve?)

Is this metric a strong indicator of how well we are meeting the customers CTQ(s)?

<Takeaway Box>
DMAIC Project Template <Project Name>

<Date> 11

CTQ Performance Standards

Y1. (CTQ Name Here)
Target: Tolerance: Unit: To Be Measured: Defined: (the target value to achieve customer expectation) ( the level of tolerance from the target that is acceptable) (The unit that is being processed) ( the attribute that will be captured from the unit) ( the verbal explanation of the the measure and what would constitute a defect)

Measure

Insert here the Operational Definitions for each CTQ

<Takeaway Box>
DMAIC Project Template <Project Name>

<Date> 12

Data Collection Plan (Ys)

Data Collection Plan Worksheet
Clarify Data Collection Goals Operational Definition What How Develop Operational Definitions And Procedures Sampling Collection / Recording What Where When How Many (Attach Data Form)

Measure

Other Conditions To Record

Measure

Type Measure

Type Data

Plan for Data Consistency and Stability Method of Validation Measurement System

Please Sketch Out the Preliminary Data Display

DMAIC Project Template <Project Name>

<Date> 13

Measurement System Analysis

Measure

<Insert Measurement System Analysis> Examples Include:

Minitab Gage R&R Discrete Gage R&R Test for Robustness

Key Questions
How will you ensure the data being collected is accurate and unbiased?

What are the areas of possible bias or system errors?

Have I assessed the Reproducibility & Repeatability aspects of my data collection process?

Are data collectors properly trained?

<Takeaway Box>
DMAIC Project Template <Project Name>

<Takeaway Box>

<Date> 14

Variation Sources

Analyze

You may need to use multiple pages here depending on the complexity of your project Insert Detailed Process Map <Insert Results of Variation Cause Identification> Examples: Ishakawa Diagram, Detailed Process Map, Process Map Analysis,

Key Questions
How did you identify possible variation causes?

What are the real sources of variation for this process?

What methods were used to verify the Variation Causes?

Which X variables will you focus on?

<Takeaway Box>
DMAIC Project Template <Project Name>

<Date> 15

Define Performance Objective for Key Xs

X1. (Control Name Here)
Target: Tolerance: Unit: To Be Measured: Defined: (the target value to achieve customer expectation) ( the level of tolerance from the target that is acceptable) (The unit that is being processed) ( the attribute that will be captured from the unit) ( the verbal explanation of the the measure and what would constitute a defect)

Analyze

Insert here the Operational Definitions for each Control Point (X Metric)

<Takeaway Box>
DMAIC Project Template <Project Name>

<Date> 16

Data Collection Plan (Xs)

Data Collection Plan Worksheet
Clarify Data Collection Goals Operational Definition What How Develop Operational Definitions And Procedures Sampling Collection / Recording What Where When How Many (Attach Data Form) Other Conditions To Record

Measure

Type Measure

Type Data

Plan for Data Consistency and Stability Method of Validation Measurement System

Please Sketch Out the Preliminary Data Display

DMAIC Project Template <Project Name>

<Date> 17

Establish Relationship with Ys

Analyze

You may need to use multiple pages here depending on the complexity of your project <Insert Results of Benchmarking Studies, Competitive Analysis Simulation analysis or mathematical modeling>

Key Questions
What is your assumptions for establishing the relationship?

What methods were used to set the relationship?

<Takeaway Box>
DMAIC Project Template <Project Name>

<Date> 18

Risk Analysis of Process

Analyze

<Insert List of Potential Risks or Formal FMEA>

Key Questions
What other processes or systems are potentially impacted?

How were the potential risks evaluated?

What changes were made to the original proposal to counteract potential risks?

Whats the plan for continuing to monitor these and other risks throughout implementation and transition?

<Takeaway Box>
DMAIC Project Template <Project Name>

<Date> 19

X Variable Operating Tolerances

Clarify Data
X Measure Data Type

Analyze

X Variable Performance Standards

X Variable Performance Characteristics
Operational Definition of X Variable St. Dev Span Mean

<Takeaway Box>
DMAIC Project Template <Project Name>

<Date> 20

Standardized Processes & Procedures

Control

<Insert Results From Standardizing the processes Examples: Process Map Analysis, Results/Graphs of Hypothesis Testing and Regression Analysis, DOE, Non-Parametric Analysis, Pareto-Minitab

Key Questions
Explain the data

How did you avoid the impact of lurking variables?

What are the vital few Xs based on this study?

What interactions did you find?

<Takeaway Box>
DMAIC Project Template <Project Name>

<Date> 21

Process Management System

Process Management System
Process Description: Process Customer: Customer Valid Requirements:

Control

Outcome Quality Indicator(s):

Process Flow chart

Process and/or Quality Indicators

Process Control Charts And Quality Indicators Charts Specs/ Targets What to Check Control Limits Checking Item

Checking
Frequency Responsibility

Misc. Information

When to Check

Contingency Include: Plan Abbreviations Action Req'd Procedures Who Checks for Remarks,etc. Exception

Rev #

Date

Revision Description

By: Appr:

Approved:

Date:

DMAIC Project Template <Project Name>

<Date> 22

Process Control Plan

Control

Check to Make Sure Your Project Metric(s) Is/Are Not Currently Reported On Another Dashboard <Insert Dashboard/Control Plan> <Insert Control Charts for Key Metrics> Insert other aspect of your control plan as appropriate such as PRSAs, Tests, etc.

Key Questions
What metrics will be monitored going forward?

How will these metrics be reported?

Does this project affect metrics that are currently reported on a higher level dashboard? If so, how will this project link in to that reporting process?

What have you done to ensure the data collection becomes institutionalized?

<Takeaway Box>
DMAIC Project Template <Project Name>

<Date> 23

Implementation and Change Management Plan

Operationalize

<Insert Implementation Plan> <Insert Change Management Plan>

Key Questions
What resources are necessary for implementation?

What approaches have been used to mobilize commitment for the proposed changes?

<Takeaway Box>

DMAIC Project Template <Project Name>

<Date> 24

Project Sign-Off

Operationalize

<Project Title>

CONTROL HAND-OFF SHEET

Core Process: Subprocess:

Owner: Owner:

Policies & Procedures were documented and communicated on

(date)

I understand the New Policies and Procedures I understand and take responsibility for monitoring the Defect Measurements as delineated by the Project Team I will report the progress on this subprocess on a regular basis to the Business Quality Council I have reviewed this projects isolated financial benefits with the Project Champion
$ Impact Current Year

I understand the corrective action procedure and am responsible for ensuring that action items are completed to hold the gains and capture the financial benefits

Core Process Owner

Date

Subprocess Owner

Date

DMAIC Project Template <Project Name>

<Date> 25