Preparation Checklists

With a Kaizen Event, use preparation checklists to plan your Kaizen events. For more information, go to Add and complete a form.

Preparation Checklist - 6 Weeks Prior to Event

Use the Preparation Checklist - 6 Weeks Prior to Event form to complete the following objectives.
  • Define the improvement area and scope the activity to a manageable size.
  • Document support from leadership.
  • Define a team and record leadership commitment for participation of team members.
  • Identify the event facilitator.
  • Provide the basis for the event charter.

How-to

  1. Perform each task in the checklist.
  2. Meet with key leadership personnel.
  3. Record results, findings, and agreements as defined by the event charter.
  4. Update events in the event specific checklist.
  5. Identify any uncompleted items.
  6. Obtain initial leadership buy-in before you start to use the Preparation Checklist - 4 Weeks Prior to Event form.

Preparation Checklist - 4 Weeks Prior to Event

Use the Preparation Checklist - 4 Weeks Prior to Event form to complete the following objectives.
  • Gather data such as financial reports, customer demand, staffing, and so on.
  • Provide lists of facility requirements and event supplies.
  • Verify that the event leaders are committed and available.
  • Identify similar projects or events in the area.

How-to

  1. Perform each task in the checklist.
  2. Record results, findings, and agreements as appropriate.
  3. Identify and reserve the facilities for the event and obtain necessary permission and approval.
  4. Send out detailed invitations to all team members.
  5. Add and act on items in the event specific checklist.
  6. Identify any uncompleted items.

Preparation Checklist - 1 Weeks Prior to Event

Use the Preparation Checklist - 1 Weeks Prior to Event form to complete the following objectives.
  • Validate the deliverables as well as the targets and measurements.
  • Direct a last review of facility set up and event supplies.
  • Set up clear boundaries to avoid scope creep.
  • Ask questions related to the input (suppliers) and output (customer) definitions.

How-to

  1. Perform each task in the checklist.
  2. Record results, findings, and agreements as appropriate.
  3. Complete a SIPOC.
  4. Add and act on items in the event-specific checklist.
  5. Identify any incomplete items.
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