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UNCLASSIFIED / FOUO UNCLASSIFIED / FOUO 1 UNCLASSIFIED / FOUO UNCLASSIFIED / FOUO UNCLASSIFIED / FOUO UNCLASSIFIED / FOUO National Guard Black Belt Training Module 11 CPI Project Tracking Tool UNCLASSIFIED Power Steering

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National GuardBlack Belt Training

Module 11

CPI Project Tracking Tool

UNCLASSIFIED

Power Steering

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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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• Learn how to navigate through the Power

Steering tool

• Understand the Black Belt‟s responsibility

• Understand how to use the tool to track

projects progress

Learning Objectives

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Power Steering is a knowledge management and

project tracking tool used to:

• Track DoD CPI projects

• Access and store project tools and templates

• Track project progress by phase

• Manage gate approvals

• Share project best practices and provide

replication opportunities

Power Steering

DEPMS – Defense Enterprise Project Management System

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To get into PowerSteering, you need the following:

1) PowerSteering URL

2) User name and password

• National Guard students who attend Black Belt training will have a PS

account set up for them

• You will receive an email with your PowerSteering URL and login

information

- User name: Your email address

- Password: A temporary password will be sent in the email

Accessing Power Steering

BLACK BELT ROLE:

Enter your project into Power Steering

Keep your project updated

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Power Steering Navigation Menu (blue bar)

• Home Takes you back to Home page

• Inbox View Questions, Alerts and Status Reports Due

• Browse Various Power Steering functions that you can access

• Important Links Quick links to import areas on the site

• Last Visited Tracks your most recent activities for quick reference

• Search Simple keyword search

General Navigation

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General Navigation

Important Links

provides easy access

to Tools and

Templates, Reference

Guides, Tutorials, and

other important

information.

The Help button provides additional training and Help information and also is used for submitting Help Desk Requests.

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General Navigation

Click on Browse to access various options as shown including

updating your profile and customizing your PowerSteering views.

Work Tree contains special information folders. You can also start a

new project from here by clicking on “Create New Work”.

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From the Home Page, use these Quick Links that provide shortcuts to

common tasks.

Note the option to Create New Work from here versus clicking “Browse”

then “Create New Work”. They both get you to the same page for

creating a new project.

General Navigation

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Under Browse, >My Settings, > Preferences you can customize your Home Page.

You can display various formats on your home page. For instance, “Dashboard”

provides an overview of all projects that you are involved with.

This is informational - the default is already set to display basic home page

information.

General Navigation

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Updating Your Power Steering Profile

Access your profile at the top right corner or under “Browse”. Click on your name and select Edit Profile.

Make sure all of your information is up-to-date, especially this section, which is used to give your organization credit for your training (for organizations who use Power Steering as their primary CPI data collection system).

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Inviting A New Power Steering User

From the “Browse” option, select

“Invite/Create New User” under

“People”

Step 1: Red dot items are

mandatory. As a basic user, you

can only invite someone into

Power Steering with “view only”

privileges.

(See your Deployment Director to assign

someone editing privileges.)

The individual can fill in this

information when they log

into Power Steering.

Step 2: Once you‟re finished

filling in the red dot items,

select “Invite”. The individual

will receive an Outlook email

invite to join Power Steering.

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Locating An Existing Project

Find existing projects easily using any of the following methods:

(1) On your Home page - your projects should be listed per your User

Preference setup.

(2) Use the Search button.

(3) Select Browse, Work Tree, find your organization, then select your

project.

(4) Use the Quick Link Find a project or idea and enter search words.

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I confirm that:

DEPMS (DoD Enterprise Performance Management System) has been

searched for similar projects: Yes / No

Replication: List relevant initiatives / potential replication projects found

(if any):

• Project 1: (DEPMS # or other tracking tool project number)

• Project 2:

Collaboration: Identify organizations that can/should be considered for

working this project collaboratively:

• Organization 1:

• Organization 2:

Required Deliverable

Replication Check Define Template

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Creating a DMAIC Project

1) Click on Create New Work

2) Select project work type

from the pull-down menu

3) Select Continue

Most common Project Work Types:

•Non-gated project (AKA “Just Do It”

or JDI)

•Rapid Improvement Event (RIE)

•DMAIC gated project

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Creating a DMAIC Project

Fields with red dot are

required.

Enter your project name.

Hint: Enter the full name of

the project - spelled out.

Also include acronyms - it

helps when searching for

your project.

Enter organization

information.

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Creating a DMAIC Project

Under Parent, click the drop

down to select your project

location in the Work Tree; this

pop up window of the work tree

will appear.

Use the drop downs to select

your organization levels – this

is the organization who is the

lead and will get credit for the

project.

Go as low as you can go!

Important: This is the most

common error people tend to make.

Select exactly where you want the

project to reside under. Look to

find your sub-organization under

the parent org.

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Creating a DMAIC Project

Mandatory fields to fill out:

• Your project‟s problem

statement

• The project‟s business

case – why is it important

to the organization?

• The project‟s goal

statement

• Team members

• Scope of the project

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Creating a DMAIC Project

Mandatory fields;

• Project Owner (Lead)

• Gate Approver (for gated

projects)

Optional field:

• Project Mentors (your MBB)

• NOTE: For National Guard

students, this field is mandatory

To add Team Members:1) Search by a person‟s name/partial name. If

the person‟s name doesn‟t appear, then they are not registered in PowerSteering and you cannot add them as part of the team in this section. See your Deployment Director or Master Black Belt to determine if that person should be registered in PowerSteering.

2) Drag and drop the name under the appropriate role:

a) Project Lead: The person creating the project is automatically set as Project Lead. If the Lead drags & drops another into the role (in this example, Anne-marie is entered), that person will receive a notice to accept the role as Project Lead. In the meantime, the project originator remains as the Lead and Anne-marie will be listed with an hour-glass beside her name, indicating that she has not yet accepted the role.

b) Other roles- the members will be listed with an hour-glass beside their name until they accept the invite.

Select “Finish & Create”. We recommend this, versus “Continue” to ensure you don‟t lose your work.

Step 1

Step 2

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Creating a DMAIC Project

Finally, select dates to indicate planned timeline for completion by phase

Then select Finish & Create. (We recommend this, versus “Continue” to ensure you don’t lose your work.)

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After selecting “finish and create”, the screen will refresh to your project‟s

Summary page. However, you still need to provide a few more pieces of

information. Go into the Edit mode for the Project Details section.

Adding Important Project Information

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Setting Project Planned End Date

Edit Project Details:

• Under “Schedule”,

select “Finish No Later

Than”.

This allows you to select

an end date, which is

how National Guard

schedules projects.

• Enter the planned end

date. Typically 3-4

months after the start

date.

Save the changes.

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Updating Tollgate Status & Dates

Use the “Update

Status” button to

change the status

of the Tollgate or

the Tollgate End

Date

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Requesting Gate Approval

Before you request a tollgate approval, make

sure any required documents are attached to

the tollgate and that you‟ve met your

organization‟s requirements for tollgate

completion.

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Requesting Gate Approval

This is the view only seen by the Project Lead-

notice the “Request Approval” box

Once you are ready, click this box to send an

email to your Gate Approver.

A box will then appear where

you can type a message to

your gate approver. Select

“Request Approval”

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Requesting Gate Approval

The Gate Approver will receive an email and a link to a “question” in

their PowerSteering “in box”. They will (hopefully) check “Approve” and

submit the approval back to you.

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Requesting Gate Approval

After the Gate Approver approves your gate, the project will automatically

update by:

1) Making your next gate active (notice the green color in the “Measure”

tollgate bar)

2) Marking the approved gate as “complete” (see the “Define” tollgate status)

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DMAIC Project Summary Page

Basic project information shows whether the project is on track, %

complete, and which phase of the project you are in. In this case, the

project is in the Control phase (notice the green color) and is on track.

Green=on track, Yellow=needs attention, Red=off track, Grey=complete.

Scroll further down to see the various stages and documentation.

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Project Status Reports

Click on a Phase to view the documentation and

status, “Improve” is shown as an example. Note

that there are currently no “required” documents

established for any of the phases.

Status Report: Click

“add new” to add a

status report. Status

reports are used to

update your team and

your MBB regarding

what‟s going on with

the project. For

example, this is the

place where you can

let everyone know

when you are briefing

the project champion.

Notice this project has two gate

approvers-one is the project

MBB and one is the project

champion. See your MBB or

your organization‟s DD to find

out who should be in the “Gate

Approver” box-each

organization has its own

business rule.

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Adding Documents

Use the

“Add/Remove”

button to add

documents. You can

then specify the

document type and

the Gate to which the

document is

attached.

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Deployment Director Options

• Deployment Directors have additional capabilities that basic

users do not have. Deployment Directors can:– Delete projects

– Move a project from one organization to another

– Create a completed project

– Invite “no access” users (user will not receive any email notification)

– Assign a user license (basic users can invite someone, but with

view-only capability)

• Deployment Directors cannot delete people profiles-contact

the NGB Program Office to delete a profile

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Takeaways

• Power Steering tracks projects through the

cycle

• Power Steering is not an „Optional‟ tool

• It is the Black Belt‟s responsibility to

update and keep record current

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What other comments or questions

do you have?