A3 REPORT

Instructions:
1) A key characteristic of the A3 One Page Report is its flexibility. The idea is that the person or team using the report first
evaluates the situation being considered and identifies the critical information that needs to be communicated.

2) Next, the report is designed so that it contains, on one page, the critical information identified above. The table below p

3) Populate the report with information. See the example on the third worksheet.

5) Use Page Setup on the Template worksheet to modify the report attributes.

MoreSteam Note: The A3 One Page Report is a Lean tool that was developed for use in documenting and deciding betwee
improvement plans for relatively short duration Kaizen improvement activities. It may not be as useful in a DMAIC environme
more complex projects.

A3 REPORT CATEGORIES
Category Category Name Other Names Description

Brief description of the problem highlighting

1 Background Theme the importance to the organization and the
measures used.
Current State,
Visual depictions of the problem under
2 Current Situation Problem Statement,
consideration
Investigation

The analysis performed to determine root

3 Analysis Root Cause, Analyze
cause(s)

Objective, Future Visual depiction of what the situation would

4 Goal
State, Target need to be so that the problem did not occur

5 Recommendations
6 Implementation Plan
Proposal, Proposed
The solution that will be (or has been)
Solution,
implemented
Countermeasures
Schedule, Action Tasks, start dates, duration, responsibilities,
Plan completion status *

Verification, Review, Post-implementation tasks to ensure

7 Follow Up
Further Action solution benefits are maintained

8 Results Report * Status Progress to plan: implementation, measures

* Optional when the A3 One Page Report is also used as a progress tracking report
person or team using the report first
eds to be communicated.

dentified above. The table below provides descriptions of typical report information categories. The list of categories is not exhaustive.

documenting and deciding between

be as useful in a DMAIC environment or for

Representation

Brief statement, bullet list

Value stream map, flow chart,

control chart, check sheet,
scatter diagram
Fishbone, histogram, Pareto,
tree diagram, scatter diagram, 5-
Why, cost-benefit

Value stream map, flow chart

Bullet list

Gantt chart

Bullet list, with responsibilities

and timing, Gant chart

Control chart, trend chart,

Pareto, histogram, measure
status
 <company name> <Report Title> 09/17/2018

Background Recommentations
<summary of background> <recommended actions to be taken>

Current Situation
<flow chart of value stream map of the current process>

Implementation Plan
<Specific actions to be taken along with timing, responsibility and % complete>

Analysis
<analysis (e.g. root cause) of the current situation>

Follow Up
<actions to take to ensure improvement is maintained>

Goal Results Report

<flow chart of value stream map of the future process> <progress charts of key measures>

Company: A3 Report: Prepared by:

 Prepared By: A3 Report 09/17/2018

Background
The time between product delivery and invoicing our customers averages 1405 days with
a max of 25 days. Our customers pay their invoices on time (<30days) 99.95% of the
time. The invoicing process has, on average, $22.3 million in invoices in process.
Current Situation
Recommentations
- Eliminate external approval, invoice preparer is responsible for making sure invoice is
correct
- Eliminate logging delivery acknowledgement into the system; system has capability
to generate invoices on user authority
- Use electronic delivery acknowledgement which returns our original information,
thereby eliminating the need for re-entry of information and minimizing the need for
P.O. matching and reconciliation
- T13Use electronic (EDI) transmittal of invoice to eliminate FAX problems

Implementation Plan
# Description Week Who % Comp
1 2 3 4 5 6 7 8
1 Process design MK 100%
2 Simulation MK 100%
3 Capital approval DH 100%
4 Customer input GF 100%
5 Set up EDI GF 100%
6 Pilot runs MK 80%
Analysis
7 Launch TJ 50%

Follow Up
- Include section in next 6 customer surveys to determine any negative impact;
MK, 03/01.
- Review back-up procedures with IS to ensure data continuity; DH, 03/01.

Goal Results Report