· Purpose, Scope & Problem Definition
o Define business need, customers, and outcomes; align with strategy.
o Draft problem statements (current vs. desired performance).
o Bound the scope and interfaces with other teams.
o Practical training: Write a brief charter (goal, scope, success metrics, risks).
· Process Mapping & Current-State Diagnosis
o Map processes with SIPOC, swimlanes, and value-stream basics.
o Identify bottlenecks, rework loops, and failure points.
o Prioritize issues with impact/effort and quick-win filters.
o Practical training: Produce a current-state map.
· Measurement & Baseline Data
o Select KPIs: quality, time, cost, throughput, satisfaction.
o Time studies, sampling, and data integrity checks.
o Visualize baselines; set targets and control limits.
o Practical training: Build a baseline KPI sheet from a process sample.
· Work-Method Redesign (Future State)
o Redesign steps for value; simplify, combine, eliminate.
o Standard work: sequence, timing, and expected outcomes.
o Handoff rules and buffers; service-level thinking.
o Practical training: Draw a future-state map with measurable improvements.
· SOPs & Work Instructions
o SOP structure: purpose, scope, roles, steps, controls, records.
o Usability: clarity, screenshots, checklists, numbering, hyperlinks.
o Governance: versioning, approvals, periodic review.
· Roles, Responsibilities & Handoffs (RACI)
o Define ownership, decision rights, and segregation of duties.
o Standardize handoff templates; reduce back-and-forth.
o Interface agreements across teams/vendors.
· Performance Management: KPIs, SLAs & Daily Control
o Translate goals into team-level KPIs and SLAs.
o Early-warning indicators and tiered escalation.
o Daily/weekly operating routines (huddles, boards).
· Root-Cause Problem Solving
o 5 Whys, Fishbone (Ishikawa), Pareto analysis, A3 thinking.
o Validate causes with data; define countermeasures.
o Acceptance criteria and verification of effectiveness.
· Risk, Compliance & Quality Controls (CAPA)
o Map regulatory/compliance requirements to procedures.
o Control points, sampling, audits, and error-proof tests.
o Non-conformity handling and CAPA cycles.
· Digital Enablement & Automation Readiness
o Spot automation candidates (forms, RPA, workflow tools).
o Data quality, permissions, audit trails, and change control.
· Collaboration, Retrospectives & Continuous Improvement
o Psychological safety and facilitation basics.
o Retrospective formats (Start/Stop/Continue, 4Ls) and cadence.
o CI backlog, owners, and 30/60/90-day horizons.
· Change Management & Rollout
o Stakeholder mapping; communications and training plans.
o Pilots, phased rollouts, benefits tracking, reinforcement.
o Preventing drift; audits and refresh cycles.
o Practical training: Draft a rollout plan with training assets and success metrics.