Lean Event Sponsor Checklist

Process/Event Selection (if more than one project)

• Define the problem(s) to be solved.
• Develop project names (for each problem).
• Determine the organization/system (e.g. work process) where the problem resides.
• Define the impact of the problem on the customer and the business.
• Assess how critical is the problem (to the customer or business).
• Estimate how many resources will be needed to work with the project (staff from different divisions)
• How much data is available to support the project?

Charter

• Why is this taking place? What is the urgency?
• Discuss current state.
• What are your greatest fears about the project?
• Are there any issues that might disrupt the project?
• What is the desired outcome(s)?
• Current Situation (High Level process steps)
  • Suppliers
  • Input
  • Process
  • Output
  • Customer
• Scope (book ends)
  • Where does this process start?
  • Where does this process end?
• Out of Scope
  • Non-negotiables?
• Objective
  • What outcomes do you want to be accomplished from the event?
  • What will the group produce or decide?
• Goals (should be measurable)
• Project Name
• Project Type (Kaizen, Design, VSM, 5S)

Explain Process for an Event

• Draft charter
• Pre-event
• Event
• Follow-ups

Explain Roles and Responsibilities & Identify Team Members -

• Sponsor (contract as needed)
• Customer
• Team members (Gain understanding of their nature (fun, serious…)
• Facilitator
• Observer

Dates- When do you want to start and when do you want to implement new process?

• Event Start/End
• Pre-event Start (4 weeks prior to event)

Meeting Details (Where does the process take place vs where event held?)

• Location
  • Pre-event
  • Event
  • Report out
• Time
  • Pre-event Start/end (3 hours)
  • Event Start/end
  • Report out
• Expenses:
  • Lunch/Snacks/Celebration for Report-out
  • Hotel
  • Overtime (available?)
  • Supplies

Communication (Once dates and team members established)

• Email from Sponsor explaining Lean and the Event
  • Consider if supervisors should be informed first
  • Team members
  • Others not on the team
• Meeting Invite from Facilitator for pre-event
• Meeting invite from Facilitator for event
• Meeting invite from Facilitator for report-out

Next steps

• Prepare draft charter for sponsor to review and finalize details