1. Team Lead Location Month XX, Year Project Name

2. Insert Project Title/Team Name • Add bullet summary or pictures etc. to illustrate summarize narrative above. • Utilize pictures instead of text if possible. Be creative – pictures could include a picture of your team, a picture of the “old” process, team members working, etc. • Insert slides if of value Project Description Describe the specific process your team improved, the problem to be addressed, the limits on the scope of the effort.

3. Project Team • Team Members and Role • Leader: Name • Team members: • Name • Name • Subject Matter Experts: • Name: expertise • Name: expertise • Executive Sponsor: name

4. Problem Statement • What is the problem that you want to solve • Detail 1 • Detail 2 • Detail 3 • What metric is to be improved and goal (pick one) • Reduce cycle time to 30days? • Reduce defect rate • Reduce staff time spent • Reduce costs • What key metric is to maintained: (no degradation of?) • Maintain cycle time? • Maintain defect rate? • Maintain staff time?

5. Problem Analysis • Create slides that demonstrate what you know about the problem, and how you analyzed the problem • The voice of the customer • Process flow (as is) • Initial data • Cause and effect diagram • Results of 5 Whys • Value stream mapping • Pareto chart, run chart, histogram, • What work helped you understand the problem

6. Proposed Changes • Delineate proposed changes • Insert revised process flow diagram, or • List of proposed changes and • Hoped for improvements • Description of how we will know it is better • Status of implementation

7. Measured Improvement • Perfect content: • Before and after graphs • Statistical analysis • If not there yet: • Base line data • Plan on how to measure improvement

8. Benefits of Improvement • Summary of improvement to date • What did we measure, • How does the change create value • Customer satisfaction, • Employee satisfaction • Saves overall time, • Saves money • Improves morale. • If you have not had an implementation cycle, discuss what the team believes will be achieved in the next cycle (30 to 60 days)

9. Next 60 Days Action Plan (version a: you have made some changes, but do not have enough data to call it complete) • Identify the Action Steps with target dates • Intent is to identify action steps to establish that the actions improved the process, and • To be able to submit a complete project status report (version b)

10. Report Out Summary • What improvements did you achieve • How are you going to ensure that the improved conditions will be maintained (control plan) • What metric will be measured • Who (the process owner should be defined) • Frequency of review/reporting • Executive Sponsor that will monitor the process

11. Next Project • Provide recommendations of what: • Metric should be improved ( reduced defects, cost, time) in the studied process • Where can this PI be replicated • What is the next problem that the team feels is a priority • What area has the most issues/defects? • Receives the most customer complaints? • Seems too slow? • Frustrates the team? • Where is the money? • Are there any key learning's to pass onto others?