Kaizen Event Plan & 90‑Day Follow‑Through Tracker (Facilitator Template)

{ "Title": "Kaizen Event Plan & 90-day Follow‑Through Tracker", "IntroductionHtml": "

This interactive template helps facilitators plan focused, measurable kaizen events and then track execution and sustainment across 90 days. Complete the planning fields before the event, record experiment ideas and owners during the event, and update follow-up checkpoints after the event to make improvements stick.

", "SubmitLabel": "Save Kaizen Plan", "SuccessMessage": "Kaizen plan saved. Return to this record to update experiments and follow-up checkpoints.", "DataType": "KaizenEventPlan", "SchemaVersion": "1.0", "Fields": [ { "Key": "event_title", "FieldType": "text", "Label": "Event Title", "HelpText": "Clear, focused title (e.g., 'Reduce changeover time on Line 3').", "Required": true }, { "Key": "location", "FieldType": "text", "Label": "Plant / Location", "HelpText": "Where the event will occur.", "Required": false }, { "Key": "area_or_line", "FieldType": "text", "Label": "Area / Line / Process", "HelpText": "Specific process, cell, or line affected.", "Required": false }, { "Key": "problem_statement", "FieldType": "textarea", "Label": "Problem Statement", "HelpText": "One or two sentences describing the measurable problem to solve.", "Required": true }, { "Key": "baseline_metric", "FieldType": "text", "Label": "Baseline Metric Name", "HelpText": "What are you going to measure? (e.g., 'Changeover time', 'First Pass Yield').", "Required": true }, { "Key": "baseline_value", "FieldType": "number", "Label": "Baseline Value", "HelpText": "Numeric baseline for the chosen metric.", "Required": true }, { "Key": "target_value", "FieldType": "number", "Label": "Target Value", "HelpText": "Desired metric after the kaizen (numeric).", "Required": true }, { "Key": "event_start_date", "FieldType": "text", "Label": "Planned Start Date", "HelpText": "Use YYYY-MM-DD or a local date string.", "Required": false }, { "Key": "event_duration_days", "FieldType": "number", "Label": "Event Duration (days)", "HelpText": "Suggested default is 3.", "Required": false }, { "Key": "prework_checklist", "FieldType": "checkbox", "Label": "Pre-work Checklist", "HelpText": "Check items completed before the event.", "Options": [ { "Value": "problem_validated", "Label": "Problem validated with data / gemba" }, { "Value": "baseline_data_prepared", "Label": "Baseline data & charts prepared" }, { "Value": "stakeholders_notified", "Label": "Stakeholders / sponsor notified" }, { "Value": "materials_reserved", "Label": "Materials, tools and space reserved" }, { "Value": "safety_review_done", "Label": "Pre-event safety review / permits" }, { "Value": "training_complete", "Label": "Basic training for team (if needed)" } ] }, { "Key": "roles", "FieldType": "textarea", "Label": "Core Roles (facilitator, sponsor, process owner, scribe, data owner, team members)", "HelpText": "List names and responsibilities.", "Required": false }, { "Key": "materials_list", "FieldType": "textarea", "Label": "Materials / Tools Required", "HelpText": "Equipment, data printouts, measurement tools, PPE, etc.", "Required": false }, { "Key": "stakeholder_invites", "FieldType": "checkbox", "Label": "Stakeholder Invites", "HelpText": "Who has been invited or must be informed?", "Options": [ { "Value": "plant_manager", "Label": "Plant / Site Manager" }, { "Value": "operations_supervisor", "Label": "Operations Supervisor" }, { "Value": "quality_manager", "Label": "Quality" }, { "Value": "maintenance", "Label": "Maintenance" }, { "Value": "supply_chain", "Label": "Supply Chain / Materials" }, { "Value": "safety", "Label": "Safety" } ] }, { "Key": "suggested_3_day_agenda_day_1", "FieldType": "textarea", "Label": "Suggested Agenda — Day 1", "HelpText": "e.g., Define problem, review data, gemba, map current state, identify root causes.", "Required": false }, { "Key": "suggested_3_day_agenda_day_2", "FieldType": "textarea", "Label": "Suggested Agenda — Day 2", "HelpText": "e.g., Generate countermeasures, design experiments, prioritize quick wins.", "Required": false }, { "Key": "suggested_3_day_agenda_day_3", "FieldType": "textarea", "Label": "Suggested Agenda — Day 3", "HelpText": "e.g., Run experiments / pilots, measure results, create implementation & sustainment plan.", "Required": false }, { "Key": "experiment_1", "FieldType": "textarea", "Label": "Experiment / Countermeasure 1 (Plan)", "HelpText": "Describe the experiment, acceptance criteria, and how you will measure success.", "Required": false }, { "Key": "experiment_1_owner", "FieldType": "text", "Label": "Experiment 1 Owner", "HelpText": "Person responsible for running the experiment.", "Required": false }, { "Key": "experiment_2", "FieldType": "textarea", "Label": "Experiment / Countermeasure 2 (Plan)", "HelpText": "Optional additional experiment.", "Required": false }, { "Key": "experiment_2_owner", "FieldType": "text", "Label": "Experiment 2 Owner", "HelpText": "", "Required": false }, { "Key": "success_metric_1_name", "FieldType": "text", "Label": "Primary Success Metric", "HelpText": "Name the metric you'll use to judge success (repeat fields below if you track additional metrics).", "Required": true }, { "Key": "success_metric_1_owner", "FieldType": "text", "Label": "Success Metric Owner", "HelpText": "Person accountable for tracking this metric.", "Required": false }, { "Key": "sustainment_plan_summary", "FieldType": "textarea", "Label": "Sustainment Plan Summary", "HelpText": "How will the change be made standard? Include training, standard work updates, audits, and who signs off.", "Required": false }, { "Key": "risks_and_contingencies", "FieldType": "textarea", "Label": "Known Risks & Contingency Actions", "HelpText": "List potential failure modes and mitigations.", "Required": false }, { "Key": "lessons_learned_template", "FieldType": "textarea", "Label": "Lessons Learned Template", "HelpText": "Prompt for what worked, what didn't, and handover notes for the process owner.", "Required": false }, { "Key": "followup_note", "FieldType": "textarea", "Label": "Initial 90-Day Follow-Up Notes", "HelpText": "High-level sustainment activities and who will be tracked.", "Required": false }, { "Key": "followup_check_1_date", "FieldType": "text", "Label": "Follow-up Checkpoint 1 Date", "HelpText": "Planned date for first checkpoint (e.g., 14 days).", "Required": false }, { "Key": "followup_check_1_owner", "FieldType": "text", "Label": "Follow-up Checkpoint 1 Owner", "HelpText": "Person who will report status at this checkpoint.", "Required": false }, { "Key": "followup_check_1_status", "FieldType": "select", "Label": "Checkpoint 1 Status", "HelpText": "Update status at checkpoint.", "Options": [ { "Value": "on_track", "Label": "On track" }, { "Value": "needs_attention", "Label": "Needs attention" }, { "Value": "blocked", "Label": "Blocked" }, { "Value": "closed", "Label": "Closed" } ], "Required": false }, { "Key": "followup_check_1_notes", "FieldType": "textarea", "Label": "Checkpoint 1 Notes / Actions", "HelpText": "Record observations, actions taken, and next steps.", "Required": false }, { "Key": "followup_check_2_date", "FieldType": "text", "Label": "Follow-up Checkpoint 2 Date", "HelpText": "Planned date (e.g., 30 days).", "Required": false }, { "Key": "followup_check_2_owner", "FieldType": "text", "Label": "Follow-up Checkpoint 2 Owner", "HelpText": "", "Required": false }, { "Key": "followup_check_2_status", "FieldType": "select", "Label": "Checkpoint 2 Status", "Options": [ { "Value": "on_track", "Label": "On track" }, { "Value": "needs_attention", "Label": "Needs attention" }, { "Value": "blocked", "Label": "Blocked" }, { "Value": "closed", "Label": "Closed" } ], "Required": false }, { "Key": "followup_check_2_notes", "FieldType": "textarea", "Label": "Checkpoint 2 Notes / Actions", "HelpText": "", "Required": false }, { "Key": "followup_check_3_date", "FieldType": "text", "Label": "Follow-up Checkpoint 3 Date", "HelpText": "Planned date (e.g., 60-90 days).", "Required": false }, { "Key": "followup_check_3_owner", "FieldType": "text", "Label": "Follow-up Checkpoint 3 Owner", "HelpText": "", "Required": false }, { "Key": "followup_check_3_status", "FieldType": "select", "Label": "Checkpoint 3 Status", "Options": [ { "Value": "on_track", "Label": "On track" }, { "Value": "needs_attention", "Label": "Needs attention" }, { "Value": "blocked", "Label": "Blocked" }, { "Value": "closed", "Label": "Closed" } ], "Required": false }, { "Key": "followup_check_3_notes", "FieldType": "textarea", "Label": "Checkpoint 3 Notes / Actions", "HelpText": "", "Required": false } ] }