Bpms Project Template

Strategic Process Management Project Template

<Date>2

DMAIC Project Template<Project Name>

Instructions

Delete This Slide Before PresentingBasic PowerPoint Skills Are NecessaryIn order to properly complete this template, the user should possess basic PowerPoint editing skills including:

Entering and editing textCutting and pasting text and graphicsInserting objects from other applicationsCreating basic graphics utilizing Autoshapes

Copying and deleting slidesMoving from/to SLIDE VIEW mode, SLIDE SHOW mode and NOTES modeEditing Masters

Overview• This template is designed to give you flexibility in presenting and documenting your DMAIC project. Most of the slides are required, but offer a lot of open space to tell your story as you see fit. • During a particular tollgate, you will be asked to present only those slides leading up to and including the phase of DMAIC you are currently in. For example, if you are presenting at a Measure tollgate, you would only present Define and Measure slides.

• Each slide is linked to one of the phases of DMAIC. This phase is designated in the upper right hand corner of each slide.

• The DMAIC Project Progress Sheet should be continually updated by the project lead and can serve as an excellent project management tool.

• Specific instructions for each slide are located in the NOTES section. Click on VIEW, then NOTES PAGE to view. • Feel free to add slides if absolutely necessary to make a particular point.

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Instructions

Delete This Slide Before Presenting

Entering Text• Most of the text fields have to be completed while in the SLIDE SHOW mode.

• All of the open areas and “Takeaway” boxes should be completed in the SLIDE VIEW mode

Moving Between Slide Show, Slide View, and Notes There are two ways to toggle between views in PowerPoint:

1. Click on View from the menu at the top left of the screenFrom this menu, click on the view you want to work in

2. Click on the icon at the bottom left of the screen that representsthe view you want to work in.

Define Tollgate

DefineDefine

1. Identify Project CTQs

2. Develop Team Charter

3. Define Process Map

1Measure Tollgate

MeasureMeasure

4. Select CTQ Characteristics

5. Define Performance Standards

6. Measurement System Analysis

2Analyze Tollgate

AnalyzeAnalyze

7. Identify Variation Sources

8. Define Performance Objective for key X’s

9. Establish relationship with Y’s (Transfer Function)

3

ControlControl

Improve Tollgate

10. Standardize the processes & procedures

11. Create PM Chart & response Plans

12. Establish Operating Tolerances (Specifications) & Dashboards

4

OperatinoalizeOperatinoalize

Control Tollgate

10. Plan for Implementation

11. Execute the Process

12. Collect data and populate dashboard

5

Key Deliverables and Tools• Team Mission &

Preliminary goals• Identify Customers• Project CTQ’s• Project Charter• Project Budget• High Level Process Map• CAP-Appropriate Tools

Tools• COPIS• Project Plan-GANTT

Chart-Microsoft Project• VOC/CTQ Tree/ QFD• VOC/Customer Research

• Interviews, Focus Groups, Surveys, Complaints, etc.

• Project Y• Performance Standard

for Project Y• Data Collection Plan &

MSA• Data for Project Y• CAP-Appropriate Tools

Tools• QFD• FMEA• Continuous Gage R&R• Test/Retest• Attribute R&R

• Detailed Process mapping

• Prioritized List of all X’s

• Stratification• Simulation &

relationship modelling• CAP-Appropriate Tools

Tools• Capability Indices-

Minitab• Z Tables• Benchmarking• Process Analysis-

Fishbone Diagram• Graphical Analysis• Hypothesis Testing• Span

• List of Vital Few X’s• Proposed Solution(s)• Cost Benefit Analysis• Pilot Implementation

Plan • CAP-Appropriate Tools

Tools• DOE-Screening• Factorial Designs• Simulation• Regression Analysis• Pilot Score Card

• MSA• Process Capability Y, X• Sustained Solution• Documentation• Full Scale Rollout Plan• Control Plan/

Management System• CAP - Making Change

Last

Tools• Continuous Gage R&R• Test/Retest• Attribute R&R• Capability Indices• Control Charts• FMEA

Overall Project Completion Percentage

10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

Key Steps:

BPMS Project Progress Sheet Function or Product Group: Kick Off Date: Project:

Tollgate Tollgate Tollgate Tollgate Tollgate

<Date>5


Project CTQ’s DefineDefine

Remember to Stratify Key Customers/Groups

CustomerWho receives your product

& finds value in it

Product/ Service Received

What do you produce or create

ExpectationsWhat are the characteristics of your product

that the customer finds valuable

PriorityHow important is

this product 1= Low 5= high

<Date>6


DefineDefineCharter

1. Business Case (High Level Benefit Analysis linked to Project CTQs):

4. In Scope:

2. Mission Statement

3. Goal Statement:

5. Out of Scope:

6. Definition of a Defect for This Project:

<Date>7


Executive Sponsor:

Business Process Owner:

Project Leader(s):

Subject Matter Experts:

Team Member:

Team Member:

Team Member:

Team Member:

Team Member:

Approx. Functional Name FTE Weeks Leader

DefineDefine

Quality:

IT:

Finance:

Function/Product:

Core Process:

Yes

No

Strategic Priority:

Key Initiative Green Belt

Black Belt

7. Team Members/Roles 9. General Information

8. Internal Resource Requirements

Customers:

Function/Product:

E Biz:

Risk:

Legal:

HR:

Other:



Charter

<Process Name>

<Date>8


Supplier

SSIIInput

(Use nouns)

PPProcess

(Use verbs)

OOOutput

(Use nouns)

CCCustomer

Current Process COPIS

Key Questions

What are the process boundaries?Start:

Stop:

<Takeaway Box>

1

2

3

4

5

6

7

What is included/excluded in the scope of this project?Includes:

Excludes:

What is the Unit, Opportunity, Defect?

Has this process map been validated by key people?

DefineDefine

<Date>9


<Takeaway Box>

Key Questions

Are dates achievable based on Business/Customer workload?

Project Plan

MS Project

If you don’t have access to MS Project, email the Help Desk at:

– HelpDesk, (CAP, )

DefineDefine

Do you have the proper skill set assigned and number of resources?

<Date>10


<Takeaway Box>

Key Questions

Who are the major stakeholders for this project?

Change Management Plan

AN “OPTIONAL” but Highly Recommended Part of the Define Tollgate Review

Presentations Might Include: <CM Profile>

<Stakeholder Analysis>

DefineDefine

What is their level of support for this project?

How engaged is the Champion in this project? How about the Leadership Team?

<Date>11


<Takeaway Box>

Key Questions

How will we measure our performance?

Selecting CTQ Characteristics

MeasureMeasure

What is the Project Y (the primary metric we are trying to improve?)

Is this metric a strong indicator of how well we are meeting the customer’s CTQ(s)?

Insert here the rigor used to determine your CTQ’s and its specifications

Example: Quality Function Deployment (QFD), CTQ Tree

<Date>12


CTQ Performance Standards

<Takeaway Box><Takeaway Box>

MeasureMeasure

Insert here the Operational Definitions for each CTQ

Y1. (CTQ Name Here) Target: (the target value to achieve customer expectation)

Tolerance: ( the level of tolerance from the target that is acceptable)

Unit: (The unit that is being processed)

To Be Measured: ( the attribute that will be captured from the unit)

Defined: ( the verbal explanation of the the measure and what would constitute a defect)

<Date>13


Data Collection Plan (Y’s) MeasureMeasure

Data Collection Plan Worksheet

Clarify Data Collection Goals Develop Operational Definitions And Procedures Operational

Definition Sampling Collection / Recording Other Conditions To

Record Measure Type

Measure Type Data

What How What Where When How Many

(Attach Data Form)

Plan for Data Consistency and Stability Method of Validation Measurement System Please Sketch Out the Preliminary Data Display

<Date>14


<Takeaway Box>

Measurement System Analysis

<Insert Measurement System Analysis> Examples Include:

– Minitab Gage R&R

– Discrete Gage R&R

– Test for Robustness

Key Questions

How will you ensure the data being collected is accurate and unbiased?

What are the areas of possible bias or system errors?

Have I assessed the Reproducibility & Repeatability aspects of my data collection process?

Are data collectors properly trained?


MeasureMeasure

<Date>15



Key Questions

How did you identify possible variation causes?

Variation Sources

You may need to use multiple pages here depending on the complexity of your project

Insert Detailed Process Map <Insert Results of Variation Cause

Identification> Examples: Ishakawa Diagram,

Detailed Process Map, Process Map Analysis,

What are the real sources of variation for this process?

What methods were used to verify the Variation Causes?

Which X variables will you focus on?

AnalyzeAnalyze

<Date>16


Define Performance Objective for Key X’s

AnalyzeAnalyze


Insert here the Operational Definitions for each Control Point (X Metric)

X1. (Control Name Here) Target: (the target value to achieve customer expectation)

Tolerance: ( the level of tolerance from the target that is acceptable)

Unit: (The unit that is being processed)

To Be Measured: ( the attribute that will be captured from the unit)

Defined: ( the verbal explanation of the the measure and what would constitute a defect)

<Date>17


Data Collection Plan Worksheet

Clarify Data Collection Goals Develop Operational Definitions And Procedures Operational

Definition Sampling Collection / Recording Other Conditions To

Record Measure Type

Measure Type Data

What How What Where When How Many

(Attach Data Form)

Plan for Data Consistency and Stability Method of Validation Measurement System Please Sketch Out the Preliminary Data Display

Data Collection Plan (X’s)

<Date>18



Key Questions

What is your assumptions for establishing the relationship?

Establish Relationship with Y’s

You may need to use multiple pages here depending on the complexity of your project

<Insert Results of Benchmarking Studies, Competitive Analysis Simulation analysis or mathematical modeling>

What methods were used to set the relationship?

AnalyzeAnalyze

<Date>19


AnalyzeAnalyzeRisk Analysis of Process

<Insert List of Potential Risks or Formal FMEA>

Key Questions

What other processes or systems are potentially impacted?

How were the potential risks evaluated?

What changes were made to the original proposal to counteract potential risks?

What’s the plan for continuing to monitor these and other risks throughout implementation and transition?


<Date>20


AnalyzeAnalyzeX Variable Operating Tolerances


XMeasure Type

Data

Clarify Data X Variable Performance Standards

Operational Definition of X VariableSt.Dev

X Variable Performance Characteristics

Span Mean

<Date>21


ControlControlStandardized Processes & Procedures

<Insert Results From Standardizing the processes

Examples: Process Map Analysis, Results/Graphs of Hypothesis Testing and Regression Analysis, DOE, Non-Parametric Analysis, Pareto-Minitab

Key Questions

Explain the data

How did you avoid the impact of lurking variables?

What are the vital few Xs based on this study?

What interactions did you find?


<Date>22


ControlControlProcess Management System

<Date>23


Key Questions

What metrics will be monitored going forward?

Process Control Plan

Check to Make Sure Your Project Metric(s) Is/Are Not Currently Reported On Another Dashboard

<Insert Dashboard/Control Plan> <Insert Control Charts for Key

Metrics> Insert other aspect of your control plan

as appropriate such as PRSA’s, Tests, etc.

ControlControl

How will these metrics be reported?

Does this project affect metrics that are currently reported on a higher level dashboard? If so, how will this project link in to that reporting process?

What have you done to ensure the data collection becomes institutionalized?


<Date>24


<Takeaway Box>

Key Questions

What resources are necessary for implementation?

OperationalizeOperationalizeImplementation and Change Management Plan

<Insert Implementation Plan> <Insert Change Management Plan>

What approaches have been used to mobilize commitment for the proposed changes?

<Date>25


OperationalizeOperationalizeProject Sign-Off

CONTROL HAND-OFF SHEET

Core Process: Owner:

Subprocess: Owner:

Policies & Procedures were documented and communicated on

I understand the New Policies and Procedures

I understand and take responsibility for monitoring the Defect Measurements as delineatedby the Project Team

I will report the progress on this subprocess on a regular basis to the Business Quality Council

I have reviewed this project’s isolated financial benefits with the Project Champion

I understand the corrective action procedure and am responsible for ensuring that action items are completed to hold the gains and capture the financial benefits

(date)

$ Impact Current Year

Core Process Owner Date Subprocess Owner Date

Documents

Bpms Project Template