Project Plan Tool

Project Name
Project Team Leader
Project Team Members
Sponsor
Start Date: / Proposed Completion Date: / Actual Date:

Visualise

Check Tools & Skills Used:

  • Visioning
  • Gemba
  • Brainstorming
  • Benchmarking
  • Communication Skills
  • Facilitation Skills
  • Other:

Vision/Need/Strategy:

“What Is your vision of the future?” “What are you trying to accomplish?” “How should it work?”
“What is the compelling need?” (Burning Platform)

Purpose/Benefit:

“Why are you doing it?” “What benefits will the organization realize?”

Commit

Check Tools & Skills Used:

  • Active Participation in project
  • Facilitation Skills
  • Communication Skill
  • Other

Target Area/Team/Stakeholders:

“How will I accomplish it” “Where will it be implemented” “Who will implement”
“Is outside support needed (i.e., IT, PDM, CSC, Facilities, etc)

Target Area (if applicable):

Stakeholders:

Team (Who do you need): / What do you need:
Name / Knowledge/Function / Signature

Outputs/Deliverables:

“What is the expected outcome of the project” ”How do you know you are done (exit criteria)”
“What are your defined goals, objectives and benefits”

Committed Sponsor’s Name(s) and Supervisor’s Name(s):

Sponsor’s Signature______

Supervisor Signature______

DMAIC Tools

Define

Tools & Skills:

  • Project Plan Tool
  • Problem Statement
  • Brainstorming
  • Visioning
  • Communication Skills
  • Facilitation Skills

Define

What is the current state? What is the impact of the current state? What is the desired future state?

Measure

Tools & Skills:

  • Metrics
  • Process Flow Chart
  • Control Chart

Measure

What metrics will you collect to establish baseline data on current state?

Analyse

Tools & Skills:

  • Fishbone diagram
  • Bar chart analysis
  • Root cause analysis
  • Cost benefit analysis
  • Force field
  • SCAMPER
  • Selection grid
  • Process flow chart
  • Value flow analysis
  • MS Project
  • Gemba
  • Brainstorm
  • Benchmark
  • Focus group
  • Other

Define the current state condition:

“What is the current condition?” “What are the Desirable Effects (DE’s)?”
“What are the Undesirable Effects (UDE’s)?”

Metrics/Measurements:

“What metrics are needed to demonstrate improvement?”

DE’s:

UDE’s:

Metrics:

Develop the “Future state” condition:

“What is/are the root cause(s) of the condition?” “What is the set of possible solutions?”
“What is the improvement plan?”

Root Cause(s):

Possible Solutions:

Improvement Plan Steps:

Baseline Metrics: (Align these with your Outputs/Deliverables)

Benefits: (Project improvements on baseline metrics)

Supervisor Signature______Date______

Improve

Check Tools & Skills Used:

  • Gantt chart
  • Facilitation skills
  • MS Project
  • Communication skills
  • Check list
  • Metrics
  • Other

Monitor/Report Progress Against Improvement Plan to Sponsor:

“Work your plan” “Brief your sponser”

Sponsor Briefings (ie. weekly, monthly):

Control

Check Tools & Skills Used:

  • Control chart
  • Standard operating procedures
  • Metrics
  • Lessons learnt
  • MS Project

“What have you done to ensure holding the gain”

(IPDS, policies, metrics posted, building internal commitment, etc.)

Where is the new process documented (be specific):

List any additional control or management applications:

Achieve

Check Tools & Skills Used:

  • Imagination
  • Recognition
  • Metrics
  • Facilitation Skills
  • Communication Skills
  • Other:

Results:

“What are the measurable and quantifiable results”“Is the organization realizing the benefits”

Lessons Learned:

Parking Lot:

“Are other future projects identified” “Are there possible extensions to the project”

Recognition/Rewards:

“Have we recognized and rewarded those who helped with the project” “Have we published the results”

Key Questions:

Were changes clearly documented? / Yes / No
Were all stakeholders involved? / Yes / No
Did you complete your plan? / Yes / No
Do you have metrics in place? / Yes / No
Is the improvement working? / Yes / No
Are you keeping your sponsor(s) informed? / Yes / No

Sponsor’s Acceptance Signature______Date______

Knowledge Transfer: (Project Summary in 30 words or less)