Kaizen Event Planner & Facilitator Checklist

{ "Title": "Kaizen Event Planner & Facilitator Checklist", "IntroductionHtml": "

This interactive checklist helps facilitators scope, staff, run, and sustain a kaizen event that delivers measurable improvement. Fill the fields, check items as you complete them, assign owners, and submit to save the event record for follow-up.

", "SubmitLabel": "Save Kaizen Event", "SuccessMessage": "Kaizen event saved. You can update the event later, export it, or trigger follow-up governance actions.", "DataType": "KaizenEventSubmission", "SchemaVersion": 1, "Fields": [ { "Key": "eventName", "Type": "text", "Label": "Event name / short title", "Required": true, "HelpText": "Example: Reduce changeover time on Line 3" }, { "Key": "eventDate", "Type": "text", "Label": "Planned event date or week", "HelpText": "Enter a date or week (no calendar field available)." }, { "Key": "teamLead", "Type": "text", "Label": "Facilitator / Team lead", "Required": true }, { "Key": "teamMembers", "Type": "textarea", "Label": "Core team (names & roles)", "HelpText": "List key participants and their roles. e.g., Jane (Operator), Sam (Maintenance)" }, { "Key": "scope", "Type": "textarea", "Label": "Scope (what’s in / out)", "HelpText": "Be explicit about boundaries so the team stays focused." }, { "Key": "problemStatement", "Type": "textarea", "Label": "Problem statement (current gap to close)", "Required": true, "HelpText": "Describe the practical problem the event will solve. Include who is affected and how." }, { "Key": "targetMetricDescription", "Type": "text", "Label": "Primary metric to improve", "HelpText": "e.g., changeover time, first-pass yield, cycle time, downtime minutes" }, { "Key": "baselineValue", "Type": "number", "Label": "Baseline value", "HelpText": "Numeric baseline (enter units in the next field)", "Required": false }, { "Key": "baselineUnit", "Type": "text", "Label": "Baseline unit", "HelpText": "e.g., minutes, %, units/hour" }, { "Key": "targetValue", "Type": "number", "Label": "Target value (after event)", "HelpText": "Specify the measurable target the event aims to achieve." }, { "Key": "dataCollectionPlan", "Type": "textarea", "Label": "Data collection plan", "HelpText": "What data will be collected, how, by whom, and for how long? Include sampling frequency." }, { "Key": "processMappingChecklist", "Type": "checkbox", "Label": "Mapping & observation checklist", "Options": [ { "Value": "gemba_walk", "Label": "Conduct Gemba walk and observe process" }, { "Value": "process_map", "Label": "Develop current state process map" }, { "Value": "takt_cycle", "Label": "Capture takt/cycle times and downtime reasons" }, { "Value": "material_flow", "Label": "Map material & information flow" }, { "Value": "waste_identification", "Label": "Identify obvious waste types (motion, waiting, defects, etc.)" } ], "HelpText": "Check items as you complete them during pre-work." }, { "Key": "experimentHypothesis", "Type": "textarea", "Label": "Experiment hypothesis", "HelpText": "State the hypothesis you will test (if we change X, then Y will improve because...)." }, { "Key": "changeIdeas", "Type": "textarea", "Label": "Change ideas to test", "HelpText": "List the simplest, fastest experiments you can run to validate the hypothesis." }, { "Key": "experimentSteps", "Type": "textarea", "Label": "Experiment / pilot steps (step-by-step)", "HelpText": "Be concrete: who does what, when, and how will data be recorded?" }, { "Key": "pilotChecklist", "Type": "checkbox", "Label": "Pilot checklist", "Options": [ { "Value": "pilot_one_shift", "Label": "Run pilot on single shift/line before scale-up" }, { "Value": "safety_review", "Label": "Complete safety review (ensure no new hazards)" }, { "Value": "operator_brief", "Label": "Brief and train operators on pilot changes" }, { "Value": "data_capture_confirmed", "Label": "Confirm data collection and measurement method" }, { "Value": "small_batch_test", "Label": "Test with a small batch/sample to validate assumptions" } ], "HelpText": "Pilot checks to verify readiness and reduce risk." }, { "Key": "pilotSuccessCriteria", "Type": "textarea", "Label": "Pilot success criteria", "HelpText": "Specify clear, measurable criteria used to accept or reject the pilot." }, { "Key": "pilotOutcomeVerified", "Type": "yesno", "Label": "Was the pilot outcome verified against success criteria?", "HelpText": "Yes if data show the target was met and changes are stable." }, { "Key": "sustainmentOwner", "Type": "text", "Label": "Sustainment owner (name)", "HelpText": "Person accountable for converting wins into standard work and ongoing monitoring." }, { "Key": "standardWorkCreated", "Type": "yesno", "Label": "Has standard work / updated procedure been created?", "HelpText": "Standard work should reflect the improvement and include visuals where helpful." }, { "Key": "trainingComplete", "Type": "yesno", "Label": "Operator training completed for sustained change?" }, { "Key": "controlPlan", "Type": "textarea", "Label": "Control plan / measurement cadence", "HelpText": "How will the metric be monitored after rollout? Who reviews data and how often?" }, { "Key": "governanceReviewFrequency", "Type": "select", "Label": "Follow-up / governance review frequency", "Options": [ { "Value": "weekly", "Label": "Weekly" }, { "Value": "biweekly", "Label": "Biweekly" }, { "Value": "monthly", "Label": "Monthly" }, { "Value": "quarterly", "Label": "Quarterly" } ] }, { "Key": "reviewOwner", "Type": "text", "Label": "Review owner (who will run governance reviews)", "HelpText": "Name of person/role responsible for periodic reviews (e.g., Production Manager)." }, { "Key": "escalationThreshold", "Type": "number", "Label": "Escalation threshold (numeric)", "HelpText": "If the metric drifts by this amount from target, an escalation is triggered. Enter as a number in same units as the metric." }, { "Key": "notesAndRisks", "Type": "textarea", "Label": "Known risks, constraints, and notes", "HelpText": "Capture anything that could stop sustainment or affect test validity." }, { "Key": "finalDecision", "Type": "radio", "Label": "Final decision after pilot", "Options": [ { "Value": "adopt", "Label": "Adopt and standardize" }, { "Value": "adapt", "Label": "Adapt & re-test (iterate)" }, { "Value": "abandon", "Label": "Abandon (not effective)" } ], "HelpText": "Select outcome and capture next steps in notes." } ] }