12. Key Success Factor – Plan & Communicate via Charter
Improvement Charter
Improvement Scope
Leadership
Due Dates
Value Stream /
Process
Executive
Sponsor
Current State
Analysis
Specific
Conditions
Value Stream
Champion
Root Cause
Analysis
Process Owner
Future State
Design
Facilitator
Testing
Complete
Customer Demand
Trigger
First Step
Last Step
Boundaries &
Limitations
Implementation
Timeframe
Required
Interim Briefing
Attendees
Event Drivers / Current State Issues
Implementation
Complete
Results
Validated
Core Improvement Team
Function
1
2
3
Contact Information
2
4
Name
1
3
5
4
Event Goals & Measurable Objectives
5
1
6
2
7
3
8
4
9
5
10
Benefit(s) to Customers, Company, Staff
Additional Support
Function
1
2
3
Contact Information
2
4
Name
1
3
5
4
Results Validation - Planned Method & Frequency
5
6
7
8
9
To download:
www.ksmartin.com/files/templates/improvement_charter.xls
12
22. Traditional Mapping Method:
Process Flow Chart
Look up Customer
in Eclipse
SALES
New
Customer?
Yes
Enter Order
SALES
Product in
Stock?
Yes
Print Ship Ticket
SALES
Load Trucks
SHIPPING
No
No
Enter Customer
Information
ADMIN
Yes
Perform Credit
Check
FINANCE
Okay?
Notify Sales COD
Only; Notify Admin
No
to update
Customer Profile
FINANCE
Order Material
PURCHASING
Receive Material
RECEIVING
Where’s the quality? Where’s the time?
22
27. Step 1: Label the map
Process Name
Included/Excluded Conditions
Current State MBPM
Date
Facilitator and/or Team Names
Use 36” wide white paper with 6” swim lanes (hand drawn, chalk
lines, or pre-printed). Pre-printed 8’ template is available at:
www.ksmartin.com/files/templates/MBPM_swimlanes.pdf
29. Step 2: List functions
Function A
Function B
Function C
Function D
Function E
Function F
Process Name
Included/Excluded Conditions
Current State MBPM
Date
Facilitator and/or Team Names
51. Metrics-Based Process Mapping
Summary Metrics
Metric
Timeline PT
Timeline LT
% Activity
Rolled First
Pass Yield
Total Process
Time
Labor effort
Freed capacity
Current State
Projected
Future State
Projected %
Improvement
66. Future State Design Considerations
Eliminate steps / handoffs
Combine steps
Create parallel paths
Alter task sequencing
and/or timing
Implement pull
Reduce / eliminate batches
Improve quality
Create an organized, visual
workplace
Reduce changeover
Eliminate motion &
transportation
Standardize work
Eliminate unnecessary
approvals /
authorizations
Stop performing nonvalue adding (NVA)
tasks
Co-locate functions
based on flow; create
cells (teams of crossfunctional staff)
Balance work to meet
takt time requirements
66
67. Standardizing Work While
Allowing for Variation
Create a “process spine”
Standard work at key milestone points
Controlled variation between the standard
work points
Accommodates the “art” of knowledge work
x
x
x
Standardized Work
x
x
69. Create an Action Plan: Who, What, When, Where, and How?
Future State Implementation Plan
Value Stream Outpatient Imaging
Implementation Plan Review Dates
Executive Sponsor Allen Ward
11/1/2007
Value Stream Champion Sally McKinsey
11/21/2007
Value Stream Mapping Facilitator Dave Parks
12/13/2007
Date Created 10/18/2007
Block
#
2
Goal / Objective
Improve quality of referral
Improvement Activity
Type
KE
Implement standard work for referral
process
Owner
Sean O'Ryan
PROJ
1/10/2008
Implementation Schedule (weeks)
2 3 4 5 6 7 8 9 10 11 12
Dianne
Prichard
3, 4
Reduce lead time beween schedulingand
Cross-train and colocate work teams
preregistration steps
5, 6
Eliminate the need for two patient checkins
Collect copays in Imaging
KE
Michael
O'Shea
6
Eliminate bottleneck in waiting area
Balance work / level demand
KE
Dianne
Prichard
9
Eliminate lead time associated with
transcription step
Implement voice recognition technology
PROJ
Sam Parks
10
Eliminate batched reading
Reduce setup required
KE
Sam Parks
7
Reduce inventory costs, regulatory risk
and storage needs
5S CT supplies area; implement kanban
KE
Michael
O'Shea
12
Reduce delay in report delivery
Implement additional fax ports
PROJ
Martha Allen
12
Reduce delay in report delivery
Increase percentage of physicians
receiving electronic delivery (rather than
hard copy)
KE
1
Martha Allen
Approvals
Executive Sponsor
Value Stream Champion
Value Stream Mapping Facilitator
Signature:
Signature:
Signature:
Date:
Date:
Date:
Date
Complete
76. The Improved State Becomes Standard Work
Current State Metrics-Based Process Map
0
PT Units
1
0
Seconds
Hours
Minutes
Days
LT Units
15
6
-1
0
Seconds
Hours
Minutes
Days
Process Details
Specific Conditions Domestic orders through sales force
Occurrences per Year 37,500
Hours Worked per Day 8
Date Mapped 25-Jun-08
Step # ►
Function /
Department
1 Customer
Mapping Team
Diane O'Shea
Sean Michaels
Sam Parks
Sally Dampier
Michael Prichard
Process Name Order Fulfillment
1
2
Activity
PT
LT
%C&A
Fax PO to Sales
Rep
0
0
Ryan Austin
Mary Townsend
Facilitator
Dave Morgan
3
4
45%
PT
LT
%C&A
Activity
PT
LT
%C&A
Review PO;
clarify with
customer as
needed
20
2
90%
Fax PO to
warehouse
10
4
Activity
PT
LT
%C&A
Activity
PT
LT
%C&A
Check inventory
levels; notify
Sales Rep re:
status
2 Sales Rep
Activity
5
90%
5
4
95%
Fax PO to Sales
Rep
5
0.33
90%
5 Finance
6
Warehouse /
Shipping
Critical Path PT
Critical Path LT
Rolled %C&A
Total PT
0
20
0
0
10
2
45%
20
5
4
90%
10
5
4
90%
0.33
95%
5
90%
5
From Metrics-Based Process Mapping: An Excel-Based Solution (Productivity Press)
77. Color-Coded Summary Metrics Sheet
Auto-Calculates:
Summary time and quality metrics for before and after maps
Projected % improvement (color-coded for visual ease)
Staffing requirements
User-defined metrics
78. Standardized Work Job Aids
• Simple
• Visual
• Physical
• Posted at
point of use
• Created by
people who
do the work
and tested
by others
82. Assembly Visual Aid
Page 1 of 2
OP#:
CELL:
2
25
DESC.:
Threading Operation
Authorized By: Joe Blow
MODEL(S):
DOC. NO. :
Inspect work done at previous station
Step 1
1Take part from cart
2 Inspect for cracks, burrs and poor plating (see
sample boards)
Step 4
1. Switch button from “manual” to “automatic”
Value add operations
Step 2
1. Place body in machine fixture.
2. Make sure part is seated in fixture as shown in photo
Step 5
1. Once part is threaded, take out of fixture and load
next part
2. Review that part is threaded properly
All model “A”s
V25-2A
DATE:
03 / 03 / 97
Self inspection
Step 3
1. Pull the red button located at the front of the
machine
Step 6
1. Place piece on mounting rail for next operation.