238055544.xlsx.

ms_office
Kaizen Planning Checklist
Weeks Prior Activity Due Date Owner Comments
4 Identify event using selection criteria worksheet and benefits
worksheet
4 Create draft charter
4 Determine event budget
4 Identify supplies and equipment needed. Include cleaning and
organizational supplies if 5S activity
4 Distribute draft charter
4 Reserve event war room and if 5S involved, sort dispositioning area
4 Select team members
4 Schedule Kaizen training for team members that haven't been yet
introduced to rapid process improvement
4 Make sure team member supervisors are aware of event time
commitment
4 Send meeting notices to team members, on call resources (usually
IT), leadership. Notices should include calendar appointments for
pre event meeting and charter approval, event date(s), final
presentation, and workforce training. Include draft charter
3 Finalize charter
3 Distribute charter to leadership and team
3 Review charter with team lead/facilitator to determine what current
state metrics need to be collected
3 If appropriate, begin customer and important stakeholder analysis
(VOC)
3 Work with IT on database queries for current state metrics (if
needed), event IT resources needed, and team IT resources (shared
web space, email distribution list.)
3 Prepare event refresher training material on lean waste
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238055544.xlsx.ms_office
Kaizen Planning Checklist
Weeks Prior Activity Due Date Owner Comments
3 Send out communication to affected stakeholders of the event and
possible disruptions during that time
3 Follow up with people that haven't responded to 4 week milestones
3 Schedule an executive to kickoff the event
2 Team lead/facilitator walks the process with management
2 If significant staffing redeployment is anticipated, begin
conversations with HR
2 Get samples of current state policies, procedures, forms, reports.
Place on team web site
2 Get floor plans, sample data, and begin mapping process
2 Make arrangements for food and housekeeping for event
2 Organize appreciation gifts or celebration for end of event
1 Consider holding a team icebreaker (lunch usually)
1 Provide lean waste refresher to team and affected workers
1 Summarize ideas and feedback that may have been submitted by
stakeholders listening sessions
1 Send reminders of event to team members, their supervisors, senior
leadership, and affected process workers
1 Create tentative agenda for event day(s)
1 Obtain or develop a floor layout of the area
1 Create or fill a team supplies box
1 Wrap up current state data collection and distribute to team
1 Confirm room location for team, final presentation room and A/V
needs, as well as supplies, food, etc.
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238055544.xlsx.ms_office
Kaizen Event Checklist
Day Description Step Activity Comment
Monday
Assessing
Current
State 1
Hold kickoff meeting and include:
Executive comments to show support
Review of charter and Q&A
Finish any team training that hasn't occurred
Clarify any team member issues/concerns
Post a rough agenda for the week
Create/review team rules
Review collected data
Monday
Assessing
Current
State 2
Pair up and walk the process. Observe and record:
Cycle time/Lead time/ VCT
Spaghetti map
High level process map
Lean waste identification
Standard work documents (if not already in data packet)
Monday
Assessing
Current
State 3
Review and prioritize wastes, process steps, non value
added activities
Monday
Assessing
Current
State 4 Brainstorm solutions to highest priority problems
Monday
Assessing
Current
State 5
Select possible improvements based on some sort of
scoring such as IFAT or implementation burden vs benefits
Monday
Assessing
Current
State 6
Complete a daily progress report including:
Action items
Resources needed in future days
Schedule for Tuesday complete
Leadership check-in/feedback
Tuesday
Make
the
Change 1
Review metrics and action items from previous day's
activity
Tuesday
Make
the
Change 2 Implement changes determined on Monday
Tuesday
Make
the
Change 3 Update standard work procedures
Tuesday
Make
the
Change 4
Remove excess inventory and run with new
improvements. This will point out weaknesses quicker
Tuesday
Make
the
Change 5 Communicate to process workers the changes
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238055544.xlsx.ms_office
Kaizen Event Checklist
Day Description Step Activity Comment
Tuesday
Make
the
Change 6
Complete a daily progress report including:
Action items
Resources needed in future days
Schedule for Wednesday complete
Leadership check-in/feedback
Wednesday
Run
the
New Process 1
Review metrics and action items from previous day's
activity
Wednesday
Run
the
New Process 2 Observe process workers on the new process
Wednesday
Run
the
New Process 3 Train operators that haven't seen the new process
Wednesday
Run
the
New Process 4 Identify process problems and have team resolve them
Wednesday
Run
the
New Process 5
After lunch divide team into two groups: one for further
process improvements the other for observing training
process workers
Wednesday
Run
the
New Process 6
Repeat time and motion studies, measuring for
improvement
Wednesday
Run
the
New Process 7
Complete a daily progress report including:
Action items
Thursday agenda
Leadership check-in/feedback
Thursday
Create
and Post
SOP 1
Review metrics and action items from previous day's
activity
Thursday
Create
and Post
SOP 2 Review to-do list and prioritize and assign
Thursday
Create
and Post
SOP 3 Part of team will create/post standard work documents
Thursday
Create
and Post
SOP 4 Part of team will observe and tweak process
Thursday
Create
and Post
SOP 5 Implement visual controls wherever possible
Thursday
Create
and Post
SOP 6 Error proof wherever possible
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238055544.xlsx.ms_office
Kaizen Event Checklist
Day Description Step Activity Comment
Thursday
Create
and Post
SOP 7 After lunch begin work on final presentation
Thursday
Create
and Post
SOP 8 Calculate improvement savings and impact on customers
Thursday
Create
and Post
SOP 9 Dry run of presentation
Thursday
Create
and Post
SOP 10 Confirm presentation logistics
Friday
Final
Presentation
Celebration 1
Choose morning presentation time that works best for
team/leadership
Friday
Final
Presentation
Celebration 2
Recommended presentation flow:
Event Summary
Accomplishments
Lessons Learned
To-do and follow-up
Evaluation / Review / Audit
Q&A
Friday
Final
Presentation
Celebration 3 Small team celebration and recognition
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238055544.xlsx.ms_office
Kaizen Review/Evaluate Checklist
Weeks After Activity Due Date Owner Comments
1 Conduct walk through to determine if SOP's
are being followed
1 Assist process owner with any problems
1 Update area postings with fresh
improvement metrics
1 Post a team to-do and follow-up list with
assignments and due dates
1 Conduct a Kaizen review for improvement
to the Kaizen method
1 Make recommendations for future events
2 Conduct walk through to determine if SOP's
are being followed
2 Assist process owner with any problems
2 Update area postings with fresh
improvement metrics
2 Post a team to-do and follow-up list with
assignments and due dates
3 Conduct final walk through
3 Reassess financial and organizational
impacts to improvement
3 Update area postings with fresh
improvement metrics
3 Confirm to do and follow up items are
complete
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