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Welcome to the BMGI Tools & Templates library. Browse by keyword or refine your results by Methodology or Phase. Innovation tools have just arrived!.

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Final Report Deliverables Matrix

Tracking project deliverables is an important way to ensure a Lean Six Sigma project is on target.  This worksheet lists the deliverables for the Define, Measure, Analyze, Improve and Control phases of a Lean Six Sigma project. 

  • Analyze
  • Control
  • Define
  • Improve
  • Measure
  • Recognize
  • Lean Six Sigma
  • Performance Excellence
Final Report Template

Reports are important management tools for influencing future actions and documenting learning and accomplishments.  The Final Report Template provides instructions for writing a clear and concise Lean Six Sigma project final report.  Key sections include the executive summary, project overview, and phase summaries.  This template can be used by Green Belts and Black Belts to document their projects.  

  • Analyze
  • Control
  • Define
  • Improve
  • Measure
  • Recognize
  • Lean Six Sigma
  • Performance Excellence
Heuristic Redefinition

This form will help you create a picture of your system and its parts to focus ideation.  Use this when your Job-to-be-Done (JTBD) is not well defined, or is broad rather than targeted in nature and you need more specificity to take meaningful innovation action.

  • Define
  • Innovation
  • Innovation
Hoshin Policy Deployment Templates: X Matrix

Strategic plans developed using the Hoshin Kanri process are usually visualized in X-Matrices. A Top Level Matrix and a number of 2nd Level Matrices outline Breakthrough Objectives and Top Level Improvement Priorities that each of the stakeholders are accountable for. Depending on the structure of an organization, 3rd level Matrices may be used to drill down to other Improvement Priorities that help reach the goals. Each X-Matrix is supported by a Bowling Chart, or Scorecard. At the project level, an Action Plan is used in the format of an A3 report, alongside a Countermeasures report, which lists all the actions to be taken to put the strategy back on track. This document contains all the templates needed for the complete Hoshin Planning Process.

  • Define
  • Strategy
  • Strategy Execution
Innovation Financial Management

Constantly improve your assumption-to-knowledge ratio.  At the beginning of a project use this form to evaluate the feasibility of your innovation before putting too much time, money and resources into it.  As you move through the implementation continue to visit this form to make sure your assumptions are still accurate and the project is still viable.

  • Define
  • Innovation
  • Innovation
Innovation Project Charter

Keep your innovation team focused and on track using this worksheet.   Use this tool to define your project so that all team members and stakeholders understand what the project is and is not to help you manage the risks associated with innovation.

  • Define
  • Innovation
  • Innovation
  • Change Management
Job Scoping

Use this to to broaden or narrow your innovation focus to ensure that the innovation opportunity is effectively targeted at an actionable level.

  • Define
  • Innovation
  • Innovation
Job to be Done

This form helps you determine the human need you are trying to fulfill.  Use it to understand why customers buy products, services and solutions, answering the question: what is the customer's true need?  Do they need to buy a 1/4" drill bit or a 1/4" hole?

  • Define
  • Innovation
  • Innovation
Kaizen Charter Worksheet

Project definition is an integral first step in any Lean or Lean Six Sigma project. The Kaizen Charter Worksheet is a best practice document used to scope and define a Lean Kaizen project.

  • Define
  • Lean
  • Performance Excellence
  • Change Management
Lean Process Improvement Worksheets

This compilation of lean process improvement worksheets provides templates to document your process, develop standard work, analyze stakeholders, identify process capacity and eliminate waste.

  • Analyze
  • Control
  • Define
  • Improve
  • Measure
  • Lean
  • Performance Excellence