“true” need
CTB
1-2CTB
Net Benefit Estimate
"How big is the monetary value of the project?"
[Project Title] [Estimate date]
Benefit Estimate + Margin from revenue increase
12 months [Date] yes no
<Fill In> T€ <Fill In> T€ <Fill In> T€
<Fill In> T€ <Fill In> T€
Estimated Net Benefit
Assumptions: • ... • ...
<Fill In> T€
Explanations • ... • Documents Attached: ...
(SMART: specific, measurable, accepted / attractive, realistic, time bound)
Goal :
Fill in: SMART description of To-Be-Situation (solutions free)
(SMART: specific, measurable, accepted / attractive, realistic, time bound)
Business Area
Time Commitment
hrs per week / per month… Or percentage
Committed by Manager
Project Timeline Display of Milestones is mandatory. "Is the project on time?U" se the best tool (MSExcel, Msproject, etc) to plan and track milestones. A copy in enhanced metafile format recomendable.
Week 9 Week 8 Week 6 Week 5 Week 4 Week 3 Week 1 Week 1 Week 52 Week 51 Week 50 Week 49 Week 48 Week 47 Week 46 Week 45 Week 44 Week 43 Week 42 Week 41 Week 40 Week 39 Week 38 Week 37 Week 36 Week 35 Week 34
Time base interval
Net Benefit Measurement Start
An Excel-screenshoPtM(Teanpphroavanl rceequdired metafile) is acceptable. If necessary for understanding please fill in the assumptions for estimation.
Start TT.MM.JJ
End TT.MM.JJ
Status ✓
Fill in: Realistic milestones plan
6 Phase Control
Project Team: Name
Role Black Belt (Team Leader) Sponsor Team Member Team Member Team Member
VoC
Complaint Solution SCpTeBcisf:icmataioynalsoObtheeirdenti“ctarluwe”itnheed
CTQ
goals, also service levels,
1-3 CTQ
VoB
Complaint Solution Specification Other
9
3
0
0
Use CTQs and CTBs from Define Phase CTQ/CTB Table
Correlation Intensity: 9 strong, 3 medium, 1 weak, 0 none
Operational Definition of [FILL IN]
“what and how exactly have to be measured?"
Duplicate this template for all measurements Characteristic of interest Relevant for all measurements
Measuring instrument Relevant for all measurements
SIPOC: [Process Name] SIPOC or an other high level project "Do we have a common understanding how thdeepsrocrciepsstiwoonrkws ittohdacya?."5 process steps,
Improvements: (How can the measurement system be improved?)
Data Collection Plan
"How do we obtain performance data of the as-is process?"
Variable
Variable Type (Output / Process / Input)
<Fill In>
<Fill In>
<Fill In>
Output 1
STOP
Customer 1
CTQ/CTB Table (Tool 1)
"How make the customer feel satisfied?"
CTQs: „Each output fulfill…“etc.
(customers perspective)
Data source / place of measurement
Target Value
Use selected output variables from ‘Output Variable Matrix’ as well as available input and process information variables
Measurement System Analysis Method: (How have the measurement system be checked?)
Duplicate this template for all measurements
Results: (Is the measurement system trustable?)
+ Cost reduction
+ Reduced cost of capital
To be checked with financial controlling !!!
Costs Estimate -- Project costs (travel, accommodation, manuals, etc.) -- Implementation costs (training, investments)
Project Charter SIPOC VOC / VOB / CTQ / CTB Net Benefit Estimate
Clearance for DEFINE Phase Closure:
Authorized Not Authorized, Reason:
>>Fill In<<
Signature Master Black Belt, Date
Output
Data Type (cont. / discrete)
Output
Input
Process
Operational Definition
Who is responsible for data collection
Data collection method
Date / time / frequency of measurement
Signature Sponsor, Date
Output Variable Matrix
"Which output variables measure CTQs and CTBs in the best way?"
CTQs/CTBs
[Top1 CTQ Customer Requirement] [Top2 CTQ Customer Requirement] [Top3 CTQ Customer Requirement] [Top1 CTB Business Requirement]
main suppliers, inputs, for the
project relevant output and
customers
Supplier
Input
Process
Output
Customer
Supplier 1
Input 1
START
<Fill In>
<Fill In>
<Fill In>
MEASURE Results: Summary for [FILL
IN]
"How well are customer requirements met today?"