D06 Project Selection


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D06 Project Selection

  1. 1. Project Identification and Selection Process Project Criteria 1
  2. 2. <ul><li>Upon completing this module, students should be able to: </li></ul><ul><ul><li>Identify and select projects </li></ul></ul><ul><ul><ul><li>Evaluate a potential Black Belt Project </li></ul></ul></ul><ul><ul><ul><li>Explain the project selection process </li></ul></ul></ul>Objectives – Project ID and Selection
  3. 3. Project Identification <ul><ul><li>Pain point or strategic concern is identified </li></ul></ul><ul><ul><li>Black Belt investigates to see what BB Team could do to help resolve the issue </li></ul></ul><ul><ul><ul><li>Establish a Green Belt DMAGIC project </li></ul></ul></ul><ul><ul><ul><li>Establish a Black Belt DMAGIC project </li></ul></ul></ul><ul><ul><ul><li>Conduct a Lean Event </li></ul></ul></ul><ul><ul><ul><ul><li>Kaizen </li></ul></ul></ul></ul><ul><ul><ul><ul><li>VSM </li></ul></ul></ul></ul><ul><ul><ul><ul><li>5S </li></ul></ul></ul></ul><ul><ul><ul><li>Establish a Black Belt DMADV project </li></ul></ul></ul><ul><ul><ul><li>Establish a Black Belt Consulting project </li></ul></ul></ul><ul><ul><ul><li>Do nothing </li></ul></ul></ul>
  4. 4. Project Selection Criteria <ul><li>Projects will likely have greater success if… </li></ul><ul><ul><li>The problem is related to a key business issue </li></ul></ul><ul><ul><li>The problem is linked to a clearly defined process (you can identify the starting and ending points) </li></ul></ul><ul><ul><li>You can identify the internal or external customers who use or receive the output from this process </li></ul></ul><ul><ul><ul><li>You know or can find out how the customers use the output </li></ul></ul></ul><ul><ul><ul><li>You know or can find out what is important to the customer about the output </li></ul></ul></ul>4 .
  5. 5. Project Selection Criteria <ul><ul><li>You can clearly identify what a defect is and count its occurrence </li></ul></ul><ul><ul><li>You can demonstrate how improvements could enhance financial performance </li></ul></ul><ul><ul><li>There is appropriate organizational support </li></ul></ul><ul><ul><ul><li>The Champion cares about this work and wants to make it happen </li></ul></ul></ul><ul><ul><ul><li>The Champion has the authority to commit time and resources </li></ul></ul></ul><ul><ul><ul><li>A process owner has been identified </li></ul></ul></ul>
  6. 6. Documenting a possible project <ul><ul><li>Contact the potential project idea author to understand the full nature of the project idea. </li></ul></ul><ul><ul><li>Discuss the project idea with the proposed process owner, champion, etc. as necessary to gather information required to complete the project charter </li></ul></ul>
  7. 7. Documenting a possible project <ul><ul><li>Fill in a project charter with the information available. </li></ul></ul><ul><ul><ul><li>Customer CTQ's </li></ul></ul></ul><ul><ul><ul><li>Champion Name </li></ul></ul></ul><ul><ul><ul><li>Problem Statement </li></ul></ul></ul><ul><ul><ul><li>Process Owner Name </li></ul></ul></ul><ul><ul><ul><li>Project Scope </li></ul></ul></ul><ul><ul><ul><li>Goal Statement </li></ul></ul></ul><ul><ul><ul><li>Baseline Metric Performance </li></ul></ul></ul><ul><ul><ul><li>Expected Benefits Estimate </li></ul></ul></ul><ul><ul><ul><li>Process Map Number (if available) </li></ul></ul></ul><ul><ul><ul><li>Proposed Team Member Function and/or name </li></ul></ul></ul><ul><ul><ul><li>Estimated overall project cycle time (100,140.180 days?) </li></ul></ul></ul>
  8. 8. Recording An Idea
  9. 9. Recording An Idea <ul><ul><li>What data is necessary to prioritize and select? </li></ul></ul>
  10. 10. Common Problems and Recommendations <ul><ul><li>Many projects encounter one or more of the following problems: </li></ul></ul><ul><ul><ul><li>Not relevant to customers or to business needs </li></ul></ul></ul><ul><ul><ul><li>Project scope too large; won’t have authority to commit time/resources or to make changes in the process; can’t easily identify starting and ending points </li></ul></ul></ul><ul><ul><ul><li>Relevant data hard to collect or too much data </li></ul></ul></ul><ul><ul><ul><li>Can’t define what a defect is </li></ul></ul></ul><ul><ul><ul><li>Process doesn’t cycle often enough </li></ul></ul></ul><ul><ul><ul><li>Problem written as solution (defect defined as the X that needs correction) </li></ul></ul></ul>
  11. 11. Estimating Financial Impact <ul><ul><li>Limited resources necessitate project prioritization </li></ul></ul><ul><ul><li>Estimates of potential financial impact plus identifying strategic support projects facilitate this prioritization </li></ul></ul><ul><ul><li>At this point, exact financial estimates are not necessary, but the values do need to be quantified well enough to correctly place the project in the priority list </li></ul></ul><ul><ul><li>In 3D, we will review financial categories in more detail </li></ul></ul>
  12. 12. BB Project Evaluation Exercise Instructions: Using the criteria for shaping a project, make rough estimates of the impact your project is likely to have. Be prepared to discuss your ideas with the class. 10 Min
  13. 13. Project Charter {Project Name & No. Here} Assigned Define Measure Analyze Green Improve Control Sched Date Date Date Date Date Date Date Actual Date Date Date Date Date Date Date Process Map Number: Number here Black Belt: Name here Process Owner: Name here Champion: Name here Implementation Coordinator : Name here Data Coordinator : Name here Team Members: Name & function here Name & function here Name & function here Name & function here Name & function here Expected Benefits: Hard Savings –$ xxx K Soft Savings –$ xxx K Other Benefits: List benefit here List benefit here Project Timeline: Customer CTQ(s): Describe customer CTQ (customer need/defect and spec limit.) Problem Statement : List the 4 elements of a problem statement: * Defect identification * Magnitude of the defect (events/unit time, etc) * Where is the defect (location/group/segment) * Why this project is important to work now ($, strategy support, etc) Project Scope: List project/process boundaries here Goal Statement: Increase(/decrease) the {primary metric} from {baseline state} to {improved state} by {date} without negatively impacting {secondary metric}. Baseline Metric Performance ( Time frame here ): Short Term Long Term Zbench x.x x.x DPMO xxxxxx xxxxxx 15 Deliv template.ppt
  14. 14. <ul><li>Upon completing this module, students should be able to: </li></ul><ul><ul><li>Identify and select projects </li></ul></ul><ul><ul><ul><li>Evaluate a potential Black Belt Project </li></ul></ul></ul><ul><ul><ul><li>Explain the project selection process </li></ul></ul></ul>Learning Check – Project ID and Selection