1. Initiative Name Initiative Leader Target Go Live Date: Reporting Date
Objective:
Overall
Scope
Schedule
Cost
Resources
Risk
Benefit
“Get to Green” Date (if applicable)
Phase:
Headline
Key Milestones and Actions
Owner
Due
Status
Risks / Issues
Owner
Due
Status
Decisions Needed / Made
Owner
Due
Status
Value Delivery Q1 Q2 Q3 Q4 On
Track At
Risk
Complete
Attention

2. EXAMPLE: Kanban Inventory System
Target Go Live Date: November 11, 2016
Luca Singh
June 24, 2016
Objective: Develop and deploy Kanban inventory system across all locations. Achieve objectives of 10% reduction inventory-on-hand, 50% reduction in inventory-related downtime, and improve free cash flow by 10%.
Overall
Scope
Schedule
Cost
Resources
Risk
Benefit
“Get to Green” Date (if applicable) NA
Phase: Plan
Headline
Key Milestones and Actions
Owner
Due
Status
Define batch size for all items JB
6/20
Develop Kanban tags for all inventory items
6/27
Training session 1 for Pilot site 1 LS
7/1
Set up pilot site warehouse. Launch
7/8
Launch Pilot site 2.
8/8
Determine Go/No Go to roll out to all locations
9/15
Summary: Completed analysis and determined batch sizes for all items in all locations, including Pilot site 1. Batch storage bins ordered for Pilot sites 1 and 2.
In Progress: Completing Kanban tags (on schedule). Working thru scheduling issues for Pilot site 1 training. At risk of 1 week delay.
Risks / Issues
Owner
Due
Status
R- Scheduling issues may delay Pilot Site 1 roll out by 1 week. Mitigation: Adjust overall schedule to accommodate delay + adjust training LS
6/30
Decisions Needed/Made
Owner
Due
Status
Complete vendor X negotiation to ensure Vendor X can deliver small batch/just in time + support process LS
6/27
Value Delivery Q1 Q2 Q3 Q4
2 sites 8/8
All sites 11/11 On
Track At
Risk
Complete
Attention