Toolbox
1
How can I discover what the current problems are and why they are happening?
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Tools for Identifying Obstacles:
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Communication Circle
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Empathy Map
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Fishbone
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5 Whys
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Gemba
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Process Mapping
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Spaghetti Diagram
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Tally Sheet
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Voice of the Customer
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Pareto Chart
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Bottlenecks
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Value Stream Mapping
2
How can I solve for root cause problems?
Tools for Eliminating Obstacles:
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5S
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Future State
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Impact-Effort Matrix
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Just Do It
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Visual Management
3
How can I manage an improvement effort and motivate a team?
Tools for Project Management:
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A3
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Change Management
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Huddle
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Rapid Improvement
Identifying
obstacles
Communication Circle is a tool that provides a visual representation of the communication flows that occur between departments, staff, and customers in a process.
Reference Guide
5 Whys is a question-asking technique to help participants get to the root cause(s) of an issue.
Reference Guide
Spaghetti Diagram is a visual representation of physical space using a continuous flow line tracing the path of an item or person through a process.
Reference Guide
Pareto Chart highlights the most important issues from a series of factors by categorizing data and sorting it by frequency.
Reference Guide
Template
Empathy Map is a collaborative tool teams can use to gain deeper insight into their customers’ experiences.
Reference Guide
Gemba is when you go to where the process happens and observe it.
Reference Guide
Template
Tally Sheet sheet is a simple, low-tech tool that you can use to count and visually represent the frequency of an event or error in a process.
Reference Guide
Bottlenecks is a constraint in the flow of a process which limits the capacity for a successful outcome to occur. Identification starts after the current process is mapped and the desired outcome has been clearly defined.
Reference Guide
Fishbone diagram shows multiple root causes of a problem. The problem is shown at the head of the fish, and branches of the diagram (the “fishbones”) are categories of causes.
Reference Guide
Process Mapping is a visual representation of the steps in a business process.
Reference Guide
Voice of the Customer is a structured way to get feedback from users about their expectations, preferences, common problems, and requests.
Reference Guide
Value Stream Mapping is a comprehensive visual representation of the customer’s experience in a business process from start to finish.
Reference Guide
ELIMINATING
obstacles
5S is a simple, structured, repeatable method for removing obstacles and keeping workspaces clean, organized,
and safe. 5S is also a form of visual management.
Reference Guide
Just Do It is a simplified approach to process improvement that enables individuals or very small groups (2-3 people) to quickly remove one or more obstacles from a process.
Reference Guide
Template
Future State Mapping provides teams or individuals with a visual representation of steps in a process after two to three months of improvements.
Reference Guide
Visual Management is any communication device used in the work environment that shows at a glance how work should be done and whether work is deviating from the standard.
Reference Guide
Impact-Effort Matrix is a decision-making tool that helps teams or individuals choose the best option based on relative impact and effort.
Reference Guide
PROJECT MANAGEMENT
A3 is a tool that both helps you structure your own thinking about how to make an improvement and communicate the purpose, research, and findings of your project to others.
Huddle is a team meeting, where the team discusses, prioritizes, and plans to execute improvement ideas that move the needle on department or team strategic goals.
Change Management is the process of helping people prepare for and move through change.
A Rapid Improvement Event is a carefully structured, facilitated workshop that employs lean tools to guide a team to make improvements to their work process.