1. Name of Project Agency(ies) involved
Logo(s) – all agencies/divisions involved
Photo
Name of Project
Agency(ies) involved
Date
Location
Logo(s) – all agencies/divisions involved
Photo

2. (and other pictures if available)
Team
Insert Team Photo Here
(and other pictures if available)
Team Sponsor – Name
Team Champion - Name
Team Leader – Name
Team Members – Names

3. Why this project? Why now?
Provide some general overview data about the process, what you do and what you value

4. Project Team Charter
Summarize major focus areas of your project charter here
Insert photo of charter if possible

5. Goals and Objectives
Summarize the major “high-level” goals of your project
Insert photos if possible

6. Process Overview
List all important steps/terms that are unique to this process and DEFINE them
Include the Start and End of the process and the types of data you looked at
Insert photos if possible

7. Current State Include summary of KEY findings
Insert photo of value stream map(s)

8. Current State Process Flow Map
Create a Process Flow Map using Visio to capture the major steps of the process. Include how many steps/days are value added vs. non-value added.

9. What We Learned: Benchmarking
Include summary of best practices from other states/agencies
Insert photos if possible

10. What We Learned: Data Analysis
Include summary of KEY findings related the data your team looked at. Include a bar or line graph if possible.
Insert photos if possible

11. What We Learned: Non-Value Added Steps
Include summary of KEY findings related to waste (reasons, sources, types, etc.)
Insert photos if possible

12. What We Learned: 5S and Visual Controls
5S: Sort, Straighten, Shine, Standardize and Sustain
List opportunities to apply 5S and how to use visual controls to ensure changes are sustainable
Insert photos if possible

13. What We Learned From Our Guests
Include summary of KEY findings related to meetings and discussions with stakeholders, managers, subject-matter experts and other guests.
Insert photos if possible

14. What We Learned From Kaizen
Include summary of KEY findings related to this week (teamwork, tools, the experience overall, etc.)
Insert photos if possible

15. Future State Include summary of KEY findings
Insert photo of value stream map(s)

16. Current State vs. Future State
Summarize differences using the table below or include bullet points of overall change/results (add photos if possible). Include time (days, hours, etc.), expenses, revenue, etc. Your process steps (post-its) can be summarized on the following slide.
Current
Future

17. Summary of Value Stream Mapping
Type of Steps
Current State: Number of Steps
Future State: Number of Steps
Percent Reduction
No Value Added - Pink
No Value Added but Necessary - Yellow
Value Added - Green
Transport - Blue
Waiting - Purple
Total

18. Recommendations
List all recommendations your team has agreed upon. Include “task owners” and timelines/deadlines if you can
Insert photos if possible

19. Key Performance Indicators (KPIs)
List the top 3-5 KPIs for this project
Insert photos if possible

20. Project Implementation Plan
Include your implementation plan here. If it was completed in Excel, simply copy and paste it

21. Project Plan Schedule: Year 1
Highlight some of the most important items here, focusing on your 3, 6, 9 and 12 month goals. In other words, what can we expect to see over the next year?

22. What Does “Good” Look Like?
Project Plan Schedule:
What Does “Good” Look Like?
Include information on improvements that can be made now, with little change to current staffing level, funding or technology. What is your low-hanging fruit?

23. What Does “Great” Look Like?
Project Plan Schedule:
What Does “Great” Look Like?
Include information on improvements that will need some commitment and resources to be successful, including staff, funding, technology, change in legislation, assistance from other agencies, etc.

24. Communication Plan/Stakeholder Analysis
Who needs to know about this change and how will we tell them?
Stakeholder Name
Role
How Important to our Success is this Stakeholder?
Low, Medium, High
Current Level of Support?
What Do We Want from this Stakeholder?
What's Important to this Stakeholder?
Type of Resistance
Plan to address

25. Best Practices Slide

26. Summary of all Potential Benefits
WHAT are the benefits and HOW will we achieve them:
Improved service delivery
Time saved/efficiency
Direct impact on CT residents
Financial (direct and indirect)

27. Related Issues Outside the Project Scope
List all other needs, issues and additional opportunities for improvement that the team identified during the Kaizen
Insert photos if possible

28. Thank You/Acknowledgements/Recognition
LIST:
Your Commissioner and Deputy Commissioner(s)
Team Sponsor, Team Champion, Process Owner
Team Leader
Stakeholders, Guests, Subject Matter Experts, Support
Facilitator
Host
Insert photos if possible