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Researched and created by John L. Reel: All Rights Reserved
American Society for Quality
2012 Northwest Quality and
Improvement Conference
“Systematic RACI, Swim-lanes, Kaizen
Newspaper, and Project Management”
12 April 2012
John L. Reel, LSSMBB
Bockman-Strand
Bockman-Strand
800 NE Tenney Road, S110/#435
Vancouver, WA 98685
360.931.7260

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The key to process improvement is
empowering employees to simplify
their business processes, to guide
teams through effective facilitation,
and systematic use of Lean tools
John Reel

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Presentation objectives…
• Core four connection
• Systems approach to…
• Swim-lane
• RACI
• Kaizen Newspaper
• Project Management
• Presentation flip-chart examples
• MS SharePoint, Visio, and Project
Objectives… Your take away

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In between SIPOC and production

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Core four

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Swim-lane anchoring business process

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RACI responsibility accountability consulted informed

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Kaizen newspaper assigned accountable implementation tasks

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Project Management visual mapping

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Overview and what to expect
Let the team know
what to expect…
• Global overview
• Overview of swim-lane mapping
• Overview of RACI
• Overview Project Management

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Swim-lane Mapping

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Mapping Sequence…
• Mapping logic training
• Hands on mapping exercise
• Create “Current State” map
• Perception shifting
• Observation tools & skills
• Create “Future State” map
Swim-lane sequence

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Mapping logic and associated example

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Cultural thinking and sometimes herding cats
Every cohesive team will form it’s
own unique culture, and develop
their own mapping uniqueness.

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“Future State” map

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“Future State” map Visio

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Simple Process Metrics…
• Number of Steps
• Number of Decisions
• Number of electronic hand-offs
• Number of physical hand-offs
• Number of loop backs
• Number of wait states
• Number of “value-added” steps
• L/T: Lead Time
• C/T: Cycle Time
• C/O: Change-over Time
Swim-lane metrics

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RACI

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RACI…
• Responsible
• Accountable
• Consulted
• Informed
RACI is for…
• Multi-task activities
• Who does what, where transparency
• Identify dependence between tasks
• Facilitate communication
• Decision process is required
• Multiple decision points
• Elimination of infighting (finger-pointing)
RACI facilitation example

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Left “Future State” map, Right “Future State” RACI creation
Transferring functions and tasks to RACI chart…
• Transfer functions (who touches it)
• Transfer tasks (the action)
• Assign one Accountable per task
• Assign Responsible, Consulted, and Informed

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RACI chart to spreadsheet
Create and
transfer the
RACI chart
into a more
permanent
spreadsheet

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Kaizen Newspaper

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Kaizen newspaper with RACI accountable owner
A list of required tasks for implementation…
• Task description
• One accountable owner per task
• Delivery commitment date

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Project Scheduling

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Project Management Lite Chart …
• Time flows left to right
• Grouping of associated tasks
• Sequential and parallel implementation lines
• Time for each task is estimated
Project Management Lite sequence

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Swim-lane to simplify
Project Management Lite
Chart …
• Global section heading
• Task grouping header (3x5)
• Time flows left to right
• Individual tasks (3x3)
• Arrange under group header

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Calculating time estimates
Cycle Time
Estimate Chart …
• Order individual tasks
• Estimate each task’s O.M.P.
• Add the individual “Te” times
• Write total “C/Te” (3x5)

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High-level Implementation Map
Expanded section from below Global Implementation
Where are we going; keep this as simple as the project will allow

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Newspaper Accountable tasks

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Gantt chart and spreadsheet Visio and MS Project

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Project Management options

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Project Implementation customer deliverable
Visio Global

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Visio Representation of generic Gantt chart
Gantt customer deliverable

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SharePoint clearly defined standards
• Standard file naming convention format
• Accountable assigned task owners are responsible
• SharePoint links directed to common shared directory

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Systems overview

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Questions, Comments, or Innovations
Bockman-Strand
800 NE Tenney Road,
S110/#435
Vancouver, WA 98685
360.931.7260
John L. Reel, LSSMBB
Researched and created by John L. Reel: All Rights Reserved