Stage gate approvers are requested to give approval for stage gates when an initiative has been submitted for approval. There are three types of approvers: Team defined gate approvers: Gate approvers can be defined by team and gate. For example, the team sponsor/business owner would expect to be a gate approver for all initiatives in […]
Gate approvers – how to define gate approvers for the team’s initiatives Read More »
Many users can be associated with improvement in an organisation and it’s important for leads and sponsors to be fully aware of everyone’s roles. Team improvement roles include: Allocated roles: Typically business sponsor, leads, admin and members. These roles are defined by Super Admin during set-up and deployment and each team can attribute these roles
Defining team roles Read More »
Bottom-up targets are used in the later implementation phases of the improvement program, when each initiative has been evaluated and a detailed understanding and analysis has been made of the each initiative’s impact and contribution to the target. A bottom-up target is based on the collective planned impacts of the team’s initiatives. Unlike top-down targets,
How to set a bottom-up target Read More »
Top-down targets are mainly used in the initial diagnostic phases of the improvement program, when the overall opportunity (or gap) is defined but without a clear understanding of the detail initiatives in the program or how much each initiative will contribute towards the target. A top-down target is based on an overall expected impact value
How to set a top-down target Read More »
Targets help provide direction, set expectations and provide pace and urgency to an improvement effort whilst also providing some indication of the expected final impact. Targets can be set top-down or bottom-up by team leads (requires ‘Lead’ Authority level): Top-down targets: Used in the initial diagnostic phases of the improvement program, when the overall opportunity
Target setting – why use them and what makes a good target Read More »
Review owners are able to: Show/hide selected review pages: Reviews are initially created with a default format defined by Super Admin and typically some pages are defined as ‘always shown’ whilst for other other pages the review owner can choose to hide if they with to simplify the initiative menu layout on the left of
How to define review pages and edit rights Read More »
The review owner has complete control over who participates in the review. To add a review participant: Select the ‘People’ menu option for the selected review Select ‘Create Reviewer’ button Complete ‘Create Reviewer’ form The review owner can define if the selected reviewer is simply a participant and/or if the reviewer is also an editor
How to add a participant to the review Read More »
Progress review updates are created for each progress review by the review owner. A ‘review update’ belongs to a review and is the review that happened on a specific date and includes the content that was reviewed on that date. Each update includes a summary page to define current progress e.g., highlights, lowlights, issues, priorities
How to create, edit and share a progress review update Read More »
Team leads (requires ‘Lead’ authority level) can set-up improvement progress reviews for their teams at any time. Steps to create an improvement progress review: Select ‘Reviews’ section Select ‘Create Review’ button Complete ‘Create Review’ form Form fields include: Team: Selected team to be reviewed. This can be a work org, if continuous improvement, or
How to create a progress review Read More »
Progress reviews are used to: Drive improvement pace by reviewing progress on a regular basis (ideally a weekly cadence) and ensure the improvement effort meets targets (or understand accept deviations from target) Provide direction to the improvement team when needed e.g., agree on team priorities Resolve team escalations and roadblocks The 5Ps for improvement progress
Purpose of progress reviews and how to run them Read More »
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