Posts Tagged ‘Vision’

The Project Charter – A forgotten but an extremely important tool of Define

Wednesday, May 12th, 2010

Why create a charter it seems just like busy work? I mean the boss wants this done NOW why waste the time on creating a charter? Good questions, but I can guarantee you a charter is NOT a waste of your time, nor the bosses time either. Do you remember the school yard game where you would line up and tell the person next to you something and have them pass it on. What was said at the end of the line? Was it ever the same thing? I’d say NO. Why is that? Because as much as we think we state things clearly the receiver never gets it exactly like what we said. I see this all the time in training and working in teams. We are such a diverse group of people that our individual picture of what is said gets mixed with what we know and that changes the thought.

So we write a charter to capture the “true” reason we are doing the project. It is the best way to capture and pass on what you are doing. With out it your team may get lost very quickly as the direct at the beginning is slightly different in everyone’s mind.

The charter is more than a simple statement of the project objective. It hold a lot of information so everyone gets the same “picture” of what we are doing. Some things in a charter may seem redundant but they are not. They are stating the approach to the issue in a slightly different way so other will get the complete picture of what is happening. You will find that you will come back to the charter time and again to bring the team back on task for what they were brought together to accomplish. So lets look at what should be in your charter.

The Header Block

  • Project Name or Title
  • Who will be the project Lead and their phone number
  • Who will be the project Sponsor and their phone number

Note: A sponsor is ALWAYS needed. The Sponsor will be the manager that the project will impact and help the most . The Sponsor will also help remove road blocks as the team encounters them. Last the Sponsor will be the main conduit to top management that will need to support this project as well.

  • The Project Start and Target End Date. Management will not support a project that we do not have some time frame to complete.

The Problem Statement – Here we need to describe the problem as briefly as we can but with enough detail that everyone understands it. Plus here we need to include a business case statement. This statement is what ties this problem to the company goals and objective and defines why we need to do it NOW. In other words it is the “burning platform or need” to do it now.

A Vision Statement – Many call this the objective but I like to call this a vision of the future state of the process. Many times this makes it easier for others to “picture” what it will look like when the project is complete.

The Metrics – This may seem hard to define right now but believe me when I say management when they saw this problem it was not a touchy feely thing it had hard number associated to it. Numbers they want to see changes in. It could be dollars, volume, time, or number of customers but there are numbers that are the metrics YOU need to improve. Sometimes even management does not quite know what they are but it is your job to ask why they think they see this as an issue and find the metric!

The Benefits – Now we take the metrics and align them to stakeholder benefits. Stakeholders are Customers, Stockholders, and Employees. So here we take the metrics and show how they impact our stakeholders.

Deliverables – Here is one a lot of folks miss but don’t you be one of them. This will define when you know the project is done. These will be the results of the project. They can be minimum changes in the metrics with stretch goals included. But everyone needs to know not only the date the project will be complete but also what will result from it. Yes, it is hard to know the exact solution at the start of a project but you can set some reasonable goals to accomplish. It does seem scary but in the end you will find that you had been very conservative with these.

Scope of the Project – The best way I can describe this is when looking at the process you are trying to improve. What steps of that process will be looked at in this project. This will help you keep the project focus and not have what I call scope creep due to not know what areas of the company this project will cover. It also should be noted that you need to make sure the scope is not to big ( you can not solve world hungry, you may be able to only solve hungry in your neighborhood).

Project Team – list here the member of the project team, what roles they will play and how you can contact them (phone).

DMAIC Est. Completion Times – I know you have the project Start and estimated completion dates above, but you will need an estimated completion time for each of the five step of DMAIC. These will be milestones to you and management on how well the project is moving. It is better to make adjustment as you go then to find you are way behind and over budget near the end of the project.


Well there you have the basic components of a six sigma project charter. At least from my prospective. If you have questions or comments please feel free to leave them below or you can contact me on my website.


Bersbach Consulting
Peter Bersbach
Six Sigma Master Black Belt
http://sixsigmatrainingconsulting.com
peter@bersbach.com

1.520.829.0090


6 Sigma Five Key Elements to Project Success

Thursday, May 14th, 2009

This is a feature that we are implementing with each post. It is here because we provide Six Sigma training coaching and support across Arizona, including the Tucson, Phoenix, Scottsdale, and Marana areas. At this time we would like to thank our friends and clients for their support. If you have landed here looking for our Six Sigma training, coaching or support services in Marana then please follow this Six Sigma Training link.

In the Six Sigma Handbook, by Thomas Pyzdek, he defines nine criterion's on which to score a project. All nine of these criteria fall into one of the following 5 Key elements for success without which failure will most likely occur. These five element are not only important to have at the beginning of a project but you will have to continually clarify them all the way through your project to keep them up-front, supported and visible to all until completion. As such I will give you the “signs” that will show you if you are loosing the focus on any one of the five.

 

1. A Common Vision and aligned goals: Having a vision for a company, personal, or Six Sigma project goal or objective is one thing, making it common and everyone aligned and focused on it is another. What I mean by a vision is what will things look like when we are done? You maybe able to visualize it yourself but does everyone else “see” the same thing. Unusually not and when that happens [sign] you will see and feel confusion. The best way to solve this is to insure everyone involved takes part in creating the vision (brainstorm it) and word smith it until all can live with the end result. Then when the team is slipping bring, it back and review it.

2. A Real Need to Improve. This need can NOT be something nice to do. It has to be something we HAVE TO do to succeed. Usually if it is tied to a top level company objective that the company is having a hard time meeting it IS a “have to do” objective. If it is not at this level what [sign] you will see is very slow progress and eventually the project canceled. Why? Because team members and managers had other priorities and this project was not a high one to them. This causes those delays to happen. As I like to say this need, needs to be something that will impact the company and all see that to make this improvement, this project needs to succeed. If things slip you need to work with your sponsor and insure that priorities have not changed.

3. An Established Method to improve. Many time people are told to go fix something and sometimes that works, but when the solution is not obvious you need a method to develop and implement a workable solution. In our case Six Sigma IS that method. A five step method (process) based on facts and data focused on your customer’s value to solve the need and grow your business. What happens if you don’t have a method? [sign] you will have false starts. Put another way, have you ever been in a meeting where once again an issue comes up that was suppose to be solved last week, last month or last year? Those are fixes that were done with no method to the solution. When you see this during your project step back and look at your six sigma methodology and see if you have to refocus the team. An Example of this is trying to fix the problem from what was learned during or at the end of the Measure step. This leads to skipping analysis were we do a “Deep Dive” for the real root cause of what we see.

4. Committed Resources to do the task. The key word here is COMMITTED! Think about who has committed resources to a bacon and eggs breakfast, the chicken or the pig? It is the PIG! The chicken has given you eggs but the pig has given you his life. That is commitment! On your project a manger or supervisor may say they will support the project with their people but they have not committed the resources until they have directed (schedule) them to be on the team and have worked out how to cover for them when they are gone. Covering does not mean they have to catch up on their own time, covering means someone else picks up tasks that they were assigned. How do you know you are loosing resources? [sign] you are feeling frustrated. An occasional loss of resources is one thing but having it happen all the time means frustration and lack of commitment of resource to be successful. Like “need”, this is an issue you should work with your project sponsor and it is an issue of priorities with other functional areas or the sponsor’s area.

5. Leadership Commitment to the project. Just like ‘resources,” the key word here is commitment. If the leadership is not committed to the project you will fail to get the support to make it happen. Committed like the “Pig”. If you do not have this you and your team will feel [sign] disappointment. This one element really leads back to the other four. With out your leadership’s commitment to the project, you will not get committed resources and you need to re-evaluate the projects Vision and need. Obviously Leadership does not see the need to do this and it must not be aligned to their goals and objectives or they do not see the same results (vision) coming from the project. Work with your sponsor to clear up these before you set forward.

 

If you have a good common vision that is aligned to strategic company goals and a real need by the company to meet those goals, then you can apply the six sigma methodology with committed resources and leadership to have a very successful project that will impact the company’s bottom line.

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