The Kaizen EventPlannerAchieving Rapid Improvement in Office, Service, and Technical EnvironmentsKaren Martin and Mike Osterling

ISBN 978-1-56327-351-3 | 2007 | Soft Cover 240 Pages | CD Item# 3519-P0907A | Cover Price: $50.00

The Kaizen Event Planner is a practical, how-to guide for planning and executing Kaizen Events in non-manufacturing settings, and conducting post-Event follow-up to sustain the changes made. Geared tocontinuous improvement professionals and leadership within the office areas of manufacturing, the servicesector and knowledge-worker environments, this book provides the methodology and practical tools forgenerating measurable results, while building a motivated workforce and laying the foundation forcontinuous improvement.

This workbook:

• Highlights the key success factors when holding Kaizen Events in non-manufacturing environments.

• Provides readers with a set of interactive, Excel-based tools, which serve as standard work for planningand executing Kaizen Events and conducting post-Event follow-up.

• Introduces Metrics-Based Process Mapping—a tactical-level mapping tool that enables processdesigners to make effective, data-based decisions regarding waste elimination—and measure thesuccess of their improvement efforts.

• Includes a CD that contains 15 interactive, Excel-based standard work tools, such as a KaizenEvent Charter, Planning Checklist, Team Formation Worksheet, Event Report (containing programmedformulas that auto-calculate improvement results for key metrics), and a Sustainability Plan.

The Kaizen Event Planner provides those responsible for improving office, service, and technicalprocesses with the skills to effectively scope the activity, engage the right people, and facilitate successful Events!

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Praise for The Kaizen Event Planner

“The Kaizen Event Planner is the “new”standard work for rapid improvement events in administrative/ office environments. KarenMartin and Mike Osterling take all the questionsand potential confusion out of planning,conducting and following-up on a Kaizen Event.This book is a must have for any truly leanpractitioners’ library.”—Jerry M. Wright, P.E.Director, Corporate Quality Assurance & Operational Excellence, DJO, LLC

“This book provides a clear, step-by-step guideto planning and executing successful kaizenevents. It is a detailed primer for those whowant to demonstrate that rapid improvement ispossible in the knowledge work environment.”—Stephen P. Turnipseed Lean Sigma Advisor Chevron Global Upstream

“Martin and Osterling provide an easy to read,practical guide to planning and executing kaizenevents. In addition, they provide numerouschecklists and other useful tools to help thereader begin to develop a ‘culture for kaizen’ inhis or her own organization which is theultimate goal of any Lean Enterprise.” —Drew LocherCo-author, The Complete Lean Enterprise: Value Stream Mapping for Administrative and Office Processes

“Without changing the culture of the workforcethat ultimately carries out any improvementideas, so many lean efforts are left unfulfilledand, at best, not sustained. The Kaizen EventPlanner will help you to avoid these pitfalls.”—Patrick Graupp Co-author of The TWI Workbook—Essential Skills for Supervisors

The Kaizen EventPlannerAchieving Rapid Improvementin Office, Service, andTechnical Environments

Karen Martin and Mike Osterling

Table of Contents

Acknowledgments PrefaceIntroductionCD Instructions for Use

Part I: Lean and Kaizen: An Overview Chapter 1: Lean Enterprise PrinciplesChapter 2: Kaizen Characteristics

Part II: Kaizen Event PlanningChapter 3: Planning EssentialsChapter 4: Event LeadershipChapter 5: Scoping the EventChapter 6: Kaizen Team FormationChapter 7: Event LogisticsChapter 8: Pre-event CommunicationChapter 9: Final Preparations

Part III: Kaizen Event ExecutionChapter 10: Event StructureChapter 11: Event KickoffChapter 12: Documenting the Current StateChapter 13: Identifying Waste and Performing Root

Cause AnalysisChapter 14: Brainstorming and Prioritizing

Improvement OptionsChapter 15: Designing and Testing ImprovementsChapter 16: Implementing ImprovementsChapter 17: Event Wrap-up

Part IV: Beyond the Kaizen Event: Sustaining andExpanding

Chapter 18: Follow-up ActivitiesChapter 19: Creating a Kaizen Culture

Appendix A: Lean TerminologyAppendix B: Additional ResourcesIndexAbout the Authors

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