National GuardBlack Belt Training

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UNCLASSIFIED / FOUO

Module 05

CPI Roles and Responsibilities

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CPI Roadmap – Define

Note: Activities and tools vary by project. Lists provided here are not necessarily all-inclusive.

TOOLS

•Project Charter

•Project Selection Tools

•Value Stream Map

•Various Financial Analysis

•Effective Meeting Skills

•Stakeholder Analysis

•Communication Plan

•SIPOC Map

•High-Level Process Map

•Project Management Tools

•VOC and Kano Analysis

•RACI and Quad Charts

•Strategic Alignment

ACTIVITIES• Identify Problem

• Validate Problem Statement

• Establish Strategic Alignment

• Gather Voice of the Customer & Business

• Create Goal Statement

• Validate Business Case

• Determine Project Scope

• Select and Launch Team

• Develop Project Timeline

• Create Communication Plan

• Prepare High-Level Process Map / SIPOC

• Complete Define Tollgate

1.Validate the

Problem

4. Determine Root

Cause

3. Set Improvement

Targets

5. Develop Counter-

Measures

6. See Counter-MeasuresThrough

2. IdentifyPerformance

Gaps

7. Confirm Results

& Process

8. StandardizeSuccessfulProcesses

Define Measure Analyze ControlImprove

8-STEP PROCESS

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Explain CPI roles and responsibilities

Understand DACI chart

Discuss role of change agent

Learning Objectives

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CPI Deployment Roles

All Employees

• Provide data and voice of customer inputs

• Apply concepts to their own jobs and work areas

• Owns vision, direction, business results• Leads change• Allocates Resources• Owns Value Streams

• Owns Project Charter• Owns Financial Results• Removes Barriers

• Expert on CPI Principles and Tools

• Leads CPI Events & Projects • Trains & Coaches Green Belts• Full time or part time role

• Lead and/or support CPI Events & Projects

• Full time or part time role

• Participate in CPI Events and Projects

• Part time

• Owns Deployment Plan• Owns Communication

Plan• Reports Metrics

DeploymentDirector

Project Sponsor/Owner

TeamMembers

ExecutiveLeadership

Green BeltsBlack Belts

• Trains Black Belts• Leads Enterprise-wideProjects • Full-time position

MasterBlack Belts

CPI Office Line Departments

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Head of the CPI Office (normally full-time)

Owns the CPI Deployment plan

Owns the Communication plan

Captures metrics

Reports directly to the organization’s

commander

Breaks down organizational barriers

Strategically aligns, recommends and

prioritizes projects

CPI Deployment Director Roles

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Project Sponsor Responsibilities

Must have a vested interest in success of the project

Empowers the team

Breaks down barriers

Responsible for project charter

Must commit to active support– Helps kick off project

– Meets regularly with Black Belt to review progress

– Attends the final out-brief

Signs off on Project Tollgates

Celebrates project success

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Process Owner Responsibilities

Individual(s) responsible for the implementation of process changes

Can be (but does not have to be) Project Sponsor or Black Belt

Works with Project Sponsor to develop project charter

Must commit to active support as full time or part time team member – no surprises!

Signs off on Project Tollgates

Implements process sustainment

Collects, monitors and reports benefits

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Resource/Financial Manager

Helps to determine financial and operational benefits of the project

Signs off on Financial Benefit estimates at the Measure and Control phases of the project

Often collects and reports benefits

Validates actual financial and operational benefits achieved

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Provides leadership and guidance for CPI implementation

Provides guidance and counsel to the site Commander, CPI Office, Senior Leadership, Project Sponsors, and Belts in CPI efforts

MBB may also be assigned to enterprise-wide projects and Value Stream transformations

Train and mentor belts

Master Black Belt Responsibilities

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Assist Project Sponsor and teams to lead, schedule,

plan and facilitate at least 2 CPI projects

Often assigned to Value Stream transformations

Full time or part time

Train and/or mentor Green Belts and team members

Black Belt Responsibilities

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Under the guidance of a Black Belt:

Lead, schedule, plan and facilitate CPI events

and projects

Assist team with outbriefs

Capture results, lessons learned and future

opportunities

Normally works for the Project Sponsor and

may be part-time or full-time

Train and mentor team members

Green Belt Responsibilities

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Team Responsibilities

Cross functional team including:

Members from the work area (inside

eyes – minimum 1/3)

Members from outside work area (outside

eyes willing to question non-value added

activities)

Customer (internal/external) voice

Suppliers/Partners/Safety Rep/Quality Rep

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Use SIPOC to Find Team Members

Process

Step 1

Process Step

2

Process

Step 3

Process

Step 5Process

Step 6

Process

Step 4

External Customer(s):

Those who receive or use

your product or service,

outside your organization

Outside Stakeholders: Regulatory Agencies, etc.

Process

Suppliers

Safety

Quality

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The Roles of Change

Process Owners/Project Sponsors:– The individual or group who has the power to

sanction or legitimize change

– Responsible for creating an environment that enables the necessary changes to be made on time and within budget

Change Agents:– The individuals or groups who are responsible

for actually making the change

– Understand and diagnose the problem, develop a plan to address the problem and execute the change effectively (Green Belts, Black Belts, and Team Members)

SOURCE: Daryl C. Conner “Managing at the Speed of Change”

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Defines roles of team members as:

Driver – Responsible for completing

project deliverables

Approver – Responsible for Project

Charter and tollgate approvals

Contributor – Team members and

resources supporting the project

Informed – Other stakeholders essential

to success of the project

DACI Chart

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Team MembersName Role Affiliation DACI

Black Belt Driver

Master Black Belt Driver

Project Sponsor Approver

Process Owner Approver

Contributor

Contributor

Contributor

Contributor

Inform

Inform

Inform

Inform

Cross Functional Team Template

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NG CPI Tollgate Approvals

1. ValidateProblem

4. Find Root Cause

3. Set Targets

5. Develop C-Ms

6. See C-Ms Through

2. IdentifyGaps

7. Confirm Results

8. Standardize

Define Measure Analyze ControlImprove

8-STEP PROCESS

Control Charts Process Capability

Process Capability High Level Process Map (SIPOC)

(Finance Owner)(Finance Owner)

(MBB)(MBB)(MBB)(MBB)(MBB)

(Sponsor)(Sponsor)(Sponsor)(Sponsor)(Sponsor)

I accept the ControlTollgate

I accept the Improve Tollgate

I accept the Analyze Tollgate

I accept the MeasureTollgate

I accept the Define Tollgate

(Process Owner)(Process Owner)(Process Owner)(Process Owner)(Process Owner)

Project Charter• Problem Stmt• Defect Definition• Goal Statement• Project Scope• Business Impact• Strat Alignment

Detailed As Is Process Map

Value Stream Map Key Process Metrics

Potential Xs• Brainstorming• 5 Whys • Fishbone • Affinity Diagram

“To Be” Process Map

Solution Generation / Prioritization

Process Control Plan

Process Owner Accountability

Sponsor & Team

Replication Check

Data Collection Plan

Measure Systems

Analysis

Data Collected

Critical Xs • Cause & Effect Matrix• Hypothesis Testing• Regression• Time Studies• Theory of Constraints

Improvement Strategy• Improvement Model• Implementation Plan• Pilot • “X” Improvement Target

Updated Financial Benefits

Replication Opportunities

Measurable Y

Voice of Customer

Customer Specs

Voice of Business

Baseline Data Analysis

• Descriptive Stats

• Graphs

• Pareto Charts

FMEA• Risk Analysis • Risk Mitigation Plan

Mistake Proofing Project Documentation of revised policies, SOP’s, procedures, and training

Project Timeline

Communication Plan• Stakeholder Analysis

Est Financial Benefits

Control Charts (as needed)

FMEA• Risk Analysis • Risk Mitigation Plan

Visual Process Control Tools (Optional)

Control Charts Process Capability

Process Capability High Level Process Map (SIPOC)

(Finance Owner)(Finance Owner)

(MBB)(MBB)(MBB)(MBB)(MBB)

(Sponsor)(Sponsor)(Sponsor)(Sponsor)(Sponsor)

I accept the ControlTollgate

I accept the Improve Tollgate

I accept the Analyze Tollgate

I accept the MeasureTollgate

I accept the Define Tollgate

(Process Owner)(Process Owner)(Process Owner)(Process Owner)(Process Owner)

Project Charter• Problem Stmt• Defect Definition• Goal Statement• Project Scope• Business Impact• Strat Alignment

Detailed As Is Process Map

Value Stream Map Key Process Metrics

Potential Xs• Brainstorming• 5 Whys • Fishbone • Affinity Diagram

“To Be” Process Map

Solution Generation / Prioritization

Process Control Plan

Process Owner Accountability

Sponsor & Team

Replication Check

Data Collection Plan

Measure Systems

Analysis

Data Collected

Critical Xs • Cause & Effect Matrix• Hypothesis Testing• Regression• Time Studies• Theory of Constraints

Improvement Strategy• Improvement Model• Implementation Plan• Pilot • “X” Improvement Target

Updated Financial Benefits

Replication Opportunities

Measurable Y

Voice of Customer

Customer Specs

Voice of Business

Baseline Data Analysis

• Descriptive Stats

• Graphs

• Pareto Charts

FMEA• Risk Analysis • Risk Mitigation Plan

Mistake Proofing Project Documentation of revised policies, SOP’s, procedures, and training

Project Timeline

Communication Plan• Stakeholder Analysis

Est Financial Benefits

Control Charts (as needed)

FMEA• Risk Analysis • Risk Mitigation Plan

Visual Process Control Tools (Optional)

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DACI Roles

CPI Deployment Director - Informed

Project Sponsor - Approver

Process Owner - Approver

Resource/Financial Manager - Contributor

Master Black Belt - Driver

Black Belt - Driver

Green Belt – Driver or Contributor

Team Member - Contributor

Other Key Stakeholders - Informed

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Takeaways

CPI Deployment Director Roles

Project Sponsor Responsibilities

Process Owner Responsibilities

Resource/Financial Manager Responsibilities

Master Black Belt Responsibilities

Black Belt Responsibilities

Green Belt Responsibilities

Team Responsibilities

The Roles of Change

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What other comments or questions

do you have?