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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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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
Hypothesis Testing Roadmap

Hypothesis tests are used to determine whether the observed differences between two or more samples are due to random chance or true differences in the samples. Based on the type of data and the situation, there are multiple hypothesis tests that can be run. This document provides a roadmap to help students find the right test to run.

  • Analyze
  • Strategy
  • Innovation
  • Lean Six Sigma
  • Performance Excellence
Idea Harvesting and Treatment

Organize and shape your ideas to improve your idea yield.   Use this tool to make your ideas more practical, viable and more appealing to those funding the innovation project.  Are the ideas immediately applicable or do you need to overcome some constraints, such as cost, time, resources or perception?

  • Discover
  • Innovation
  • Innovation
Imaginary Brainstorming

Sometimes to come up with the breakthrough idea you must get silly for the sake of creativity.  Use this tool when you are struggling to develop innovative ideas around a particular area.

  • Discover
  • Innovation
  • Innovation
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