Team Member Roles & Responsibilities Role Responsibilities

Sponsor(s) / Project Champion(s)

Sponsors have the power and/or influence to impact the success of a project. They are active champions visible to the rest of the organization. The project sponsor has ultimate accountability for project success, and will provide visible leadership through the organization in support of the initiative. Typical responsibilities include:

1. Determine the purpose, goal, scope of the work, and participant roles/responsibilities (complete Project Plan);

2. Arrange for a process facilitator and team leader; 3. Advise the team leader and assure that he/she understands his/her

responsibilities before, during, & after the Kaizen Event; 4. Fund meeting basics; 5. Invest the necessary time/oversight (e.g., participate in daily Kaizen

progress reports, attend Report Out); 6. Invite participants - assure appropriate people are involved; 7. Provide needed background information; 8. Support team members, including their changes and conclusions 9. Review team progress; 10. Remove barriers to progress; 11. Assure new process/tools and standard work are followed; 12. Help the team obtain resources; 13. Keep the team focused; 14. Transfer acquired knowledge.

Process Facilitator(s)

Manage meetings and adapt the meetings to meet evolving needs, changing circumstances, participant input, or recommendations of the sponsor and team leader. Typical responsibilities include: 1. Create a process and environment for participants to successfully

achieve project goals. 2. Time management – start and end meetings on time, and manage

discussions to achieve meeting objectives. 3. Remain neutral and objective. 4. Work with Team to develop and uphold ground rules. 5. Adapt the process to meet evolving needs, changing circumstances,

participant input, or recommendations of the sponsor and team leader. 6. Research to understand the situation. 7. Overview participant responsibilities. 8. Nudge/prompt team to consider Lean and agency-specific CI Principles. 9. Prepare meeting agendas. 10. Facilitate the team and mediate conflicts 11. Coach and educate team members/others. 12. Assist the Team Leader in providing progress reports to sponsor(s).

Team Leader / Project Manager

Serve as the chief operating officer for the project. Responsibilities may also include implementing the new standard of work process and sustainability practices. Typical responsibilities include: 1. Work with sponsor and process facilitator to develop a charter/project

plan 2. Contract resources, subject matter experts, arrange meeting dates and

logistics, etc.

3. Help lead team and guide process 4. Focus the team 5. Negotiate with managers/supervisors for resources (with sponsor) 6. Document and communicate meeting decisions and distribute any

needed updates or materials to sponsor(s), team members and stakeholders, including progress reports.

7. Serve as a team member

Team Members Work with others to achieve or exceed project goals. Typical responsibilities include: 1. Develop and enforce team ground rules 2. Conduct and share research/outreach on promising practices with team 3. Document the current work process and develop a new standard work

process 4. Revise forms or templates 5. Prepare a 30/60/90 day action plan to implement improvements 6. Prepare and deliver a report out presentation to leaders & stakeholders 7. Promote and support the implementation of the new standard work

process.

Stakeholders Provide input and support implementation of the new standard work process.

Role Responsibilities

Sponsor(s) / Project Champion(s)

Sponsors have the power and/or influence to impact the success of a project. They are active champions visible to the rest of the organization. The project sponsor has ultimate accountability for project success, and will provide visible leadership through the organization in support of the initiative. Typical responsibilities include:

15. Determine the purpose, goal, scope of the work, and participant roles/responsibilities (complete Project Plan);

16. Arrange for a process facilitator and team leader; 17. Advise the team leader and assure that he/she understands his/her

responsibilities before, during, & after the Kaizen Event; 18. Fund meeting basics; 19. Invest the necessary time/oversight (e.g., participate in daily Kaizen

progress reports, attend Report Out); 20. Invite participants - assure appropriate people are involved; 21. Provide needed background information; 22. Support team members, including their changes and conclusions 23. Review team progress; 24. Remove barriers to progress; 25. Assure new process/tools and standard work are followed; 26. Help the team obtain resources; 27. Keep the team focused; 28. Transfer acquired knowledge.

Process Facilitator(s)

Manage meetings and adapt the meetings to meet evolving needs, changing circumstances, participant input, or recommendations of the sponsor and team leader. Typical responsibilities include: 13. Create a process and environment for participants to successfully

achieve project goals.

14. Time management – start and end meetings on time, and manage discussions to achieve meeting objectives.

15. Remain neutral and objective. 16. Work with Team to develop and uphold ground rules. 17. Adapt the process to meet evolving needs, changing circumstances,

participant input, or recommendations of the sponsor and team leader. 18. Research to understand the situation. 19. Overview participant responsibilities. 20. Nudge/prompt team to consider Lean and agency-specific CI Principles. 21. Prepare meeting agendas. 22. Facilitate the team and mediate conflicts 23. Coach and educate team members/others. 24. Assist the Team Leader in providing progress reports to sponsor(s).

Team Leader / Project Manager

Serve as the chief operating officer for the project. Responsibilities may also include implementing the new standard of work process and sustainability practices. Typical responsibilities include: 8. Work with sponsor and process facilitator to develop a charter/project

plan 9. Contract resources, subject matter experts, arrange meeting dates and

logistics, etc. 10. Help lead team and guide process 11. Focus the team 12. Negotiate with managers/supervisors for resources (with sponsor) 13. Document and communicate meeting decisions and distribute any

needed updates or materials to sponsor(s), team members and stakeholders, including progress reports.

14. Serve as a team member

Team Members Work with others to achieve or exceed project goals. Typical responsibilities include: 8. Develop and enforce team ground rules 9. Conduct and share research/outreach on promising practices with team 10. Document the current work process and develop a new standard

work process 11. Revise forms or templates 12. Prepare a 30/60/90 day action plan to implement improvements 13. Prepare and deliver a report out presentation to leaders &

stakeholders 14. Promote and support the implementation of the new standard work

process.

Stakeholders Provide input and support implementation of the new standard work process.