1. 1 Project Name Team Lead Location Month XX, Year

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 2 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 –Subject Matter Experts: Name: expertise –Executive Sponsor: name 3

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? 4

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 5

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 6

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

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) 8

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) 9

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 10

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? 11