The document discusses roles and responsibilities in continuous process improvement (CPI). It describes the CPI deployment director as owning the deployment plan and communication plan. Project sponsors are responsible for the project charter and removing barriers. Process owners implement process changes. Black belts and green belts lead CPI projects under a master black belt. A DACI chart defines roles as drivers, approvers, contributors, and informers. CPI uses tollgates to approve project definitions, measures, analyses, improvements and controls.

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National Guard
Black Belt Training
Module 05
CPI Roles and Responsibilities
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CPI Roadmap – Define
8-STEP PROCESS
6. See
1.Validate 2. Identify 3. Set 4. Determine 5. Develop 7. Confirm 8. Standardize
Counter-
the Performance Improvement Root Counter- Results Successful
Measures
Problem Gaps Targets Cause Measures & Process Processes
Through
Define Measure Analyze Improve Control
ACTIVITIES TOOLS
• Identify Problem •Project Charter
• Validate Problem Statement •Project Selection Tools
• Establish Strategic Alignment •Value Stream Map
• Gather Voice of the Customer & Business •Various Financial Analysis
• Create Goal Statement •Effective Meeting Skills
• Validate Business Case •Stakeholder Analysis
• Determine Project Scope •Communication Plan
• Select and Launch Team •SIPOC Map
• Develop Project Timeline •High-Level Process Map
• Create Communication Plan •Project Management Tools
• Prepare High-Level Process Map / SIPOC •VOC and Kano Analysis
• Complete Define Tollgate •RACI and Quad Charts
•Strategic Alignment
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Note: Activities and tools vary by project. Lists provided here are not necessarily all-inclusive. UNCLASSIFIED / FOUO

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Learning Objectives
 Explain CPI roles and responsibilities
 Understand DACI chart
 Discuss role of change agent
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CPI Deployment Roles
• Owns vision, direction, business results
• Leads change
• Allocates Resources
• Owns Value Streams
CPI Office Line Departments
Executive
• Owns Deployment Plan Leadership
• Owns Communication • Owns Project Charter
Plan • Owns Financial Results
Deployment Project • Removes Barriers
• Reports Metrics Director Sponsor/Owner
All Employees
• Provide data and voice of
Master customer inputs
Black Belts Team
• Apply concepts to their own Members
• Trains Black Belts jobs and work areas
• Leads Enterprise-wide
Projects • Participate in CPI Events and
• Full-time position Projects
• Part time
Black Belts Green Belts
• Lead and/or support CPI
• Expert on CPI Principles and Events & Projects
Tools • Full time or part time role
• Leads CPI Events & Projects
• Trains & Coaches Green Belts
• Full time or part time role 4
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CPI Deployment Director Roles
 Head of the CPI Office (normally full-time)
 Owns the CPI Deployment plan
 Owns the Communication plan
 Captures metrics
 Reports directly to the organization’s
commander
 Breaks down organizational barriers
 Strategically aligns, recommends and
prioritizes projects
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Project Sponsor Responsibilities
 Must have a vested interest in success of the project
 Empowers the team
 Breaks down barriers
 Responsible for project charter
 Must commit to active support
– Helps kick off project
– Meets regularly with Black Belt to review progress
– Attends the final out-brief
 Signs off on Project Tollgates
 Celebrates project success
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Process Owner Responsibilities
 Individual(s) responsible for the implementation of
process changes
 Can be (but does not have to be) Project Sponsor or
Black Belt
 Works with Project Sponsor to develop project
charter
 Must commit to active support as full time or part
time team member – no surprises!
 Signs off on Project Tollgates
 Implements process sustainment
 Collects, monitors and reports benefits
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Resource/Financial Manager
 Helps to determine financial and operational
benefits of the project
 Signs off on Financial Benefit estimates at the
Measure and Control phases of the project
 Often collects and reports benefits
 Validates actual financial and operational
benefits achieved
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Master Black Belt Responsibilities
 Provides leadership and guidance for CPI
implementation
 Provides guidance and counsel to the site
Commander, CPI Office, Senior Leadership,
Project Sponsors, and Belts in CPI efforts
 MBB may also be assigned to enterprise-wide
projects and Value Stream transformations
 Train and mentor belts
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Black Belt Responsibilities
 Assist Project Sponsor and teams to lead, schedule,
plan and facilitate at least 2 CPI projects
 Often assigned to Value Stream transformations
 Full time or part time
 Train and/or mentor Green Belts and team members
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Green Belt Responsibilities
Under the guidance of a Black Belt:
 Lead, schedule, plan and facilitate CPI events
and projects
 Assist team with outbriefs
 Capture results, lessons learned and future
opportunities
 Normally works for the Project Sponsor and
may be part-time or full-time
 Train and mentor team members
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Team Responsibilities
Cross functional team including:
 Members from the work area (inside
eyes – minimum 1/3)
 Members from outside work area (outside
eyes willing to question non-value added
activities)
 Customer (internal/external) voice
 Suppliers/Partners/Safety Rep/Quality Rep
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Use SIPOC to Find Team Members
Outside Stakeholders: Regulatory Agencies, etc.
Process
Suppliers Process Process Step Process
Step 1 2 Step 3
Safety
Process Process Process
Quality Step 4 Step 5 Step 6
External Customer(s):
Those who receive or use
your product or service,
outside your organization
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The Roles of Change
 Process Owners/Project Sponsors:
– The individual or group who has the power to
sanction or legitimize change
– Responsible for creating an environment that
enables the necessary changes to be made on
time and within budget
 Change Agents:
– The individuals or groups who are responsible
for actually making the change
– Understand and diagnose the problem, develop
a plan to address the problem and execute the
change effectively (Green Belts, Black Belts,
and Team Members)
SOURCE: Daryl C. Conner “Managing at the Speed of Change” 14
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DACI Chart
Defines roles of team members as:
 Driver – Responsible for completing
project deliverables
 Approver – Responsible for Project
Charter and tollgate approvals
 Contributor – Team members and
resources supporting the project
 Informed – Other stakeholders essential
to success of the project
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Cross Functional Team Template
Team Members
Name Role Affiliation DACI
Black Belt Driver
Master Black Belt Driver
Project Sponsor Approver
Process Owner Approver
Contributor
Contributor
Contributor
Contributor
Inform
Inform
Inform
Inform
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NG CPI Tollgate Approvals
8-STEP PROCESS
1. Validate 2. Identify 3. Set 4. Find Root 5. Develop 6. See C-Ms 7. Confirm
8. Standardize
Problem Gaps Targets Cause C-Ms Through Results
Define Measure Analyze Improve Control
 Project Charter
• Problem Stmt  Detailed As Is Process  Potential Xs  “To Be” Process Map  Process Control Plan
• Defect Definition Map • Brainstorming
• 5 Whys  Solution Generation /  Process Owner
• Goal Statement Fishbone Prioritization
 Value Stream Map • Accountability
• Project Scope  Key Process Metrics • Affinity Diagram
• Business Impact
• Strat Alignment  Data Collection Plan  Critical Xs  Improvement Strategy  Updated Financial
• Cause & Effect Matrix • Improvement Model Benefits
 Measure Systems
 Sponsor & Team • Hypothesis Testing • Implementation Plan
Analysis • Pilot Replication Opportunities
• Regression
 Replication Check  Data Collected • “X” Improvement Target
• Time Studies
 Measurable Y  Baseline Data Analysis • Theory of Constraints  Mistake Proofing  Project Documentation
 Voice of Customer • Descriptive Stats of revised policies,
 FMEA SOP’s, procedures, and
 Customer Specs • Graphs • Risk Analysis
training
 Voice of Business • Pareto Charts • Risk Mitigation Plan
 Project Timeline  Est Financial Benefits  FMEA  Visual Process Control
• Risk Analysis Tools (Optional)
 Communication Plan  Control Charts (as • Risk Mitigation Plan
• Stakeholder Analysis needed)
 High Level Process  Process Capability  Control Charts
Map (SIPOC)  Process Capability
I accept the Define I accept the Measure I accept the Analyze I accept the Improve I accept the Control
Tollgate Tollgate Tollgate Tollgate Tollgate
(Sponsor) (Sponsor) (Sponsor) (Sponsor) (Sponsor)
(Process Owner) (Process Owner) (Process Owner) (Process Owner) (Process Owner)
(MBB) (MBB) (MBB) (MBB) (MBB)
(Finance Owner) (Finance Owner)
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DACI Roles
 CPI Deployment Director - Informed
 Project Sponsor - Approver
 Process Owner - Approver
 Resource/Financial Manager - Contributor
 Master Black Belt - Driver
 Black Belt - Driver
 Green Belt – Driver or Contributor
 Team Member - Contributor
 Other Key Stakeholders - Informed
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Takeaways
 CPI Deployment Director Roles
 Project Sponsor Responsibilities
 Process Owner Responsibilities
 Resource/Financial Manager Responsibilities
 Master Black Belt Responsibilities
 Black Belt Responsibilities
 Green Belt Responsibilities
 Team Responsibilities
 The Roles of Change
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What other comments or questions
do you have?
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