1 | Analysis Type: Specify the tool format for this analysis. This selection is not enabled since there is only one format available. |
2 | Num Tasks: Specify the number of tasks you would like to assign to the leader. This dictates the number of rows that are formatted on the worksheet. Note that all data below the table has been cleared. |
3 | Month: Specify the plan month. This information is used to format the worksheet and place weekly markers such as weekends, holidays, etc. |
4 | Year: Specify the plan year. This information is used to format the worksheet and place weekly markers such as weekends, holidays, etc. |
5 | Weekly Marker: Specify the markers to place on the monthly calendar. If you specify None, then no markers will be placed. However, if you specify the day of the week, say Sunday. Then, all Sundays in that given month/year are marked with a gray bar. |
6 | Current Date: Specify the date to use for analysis. If you specify the current date, the software will calculate the plan's performance for the given date. If you specify a date for the end of the month, then the plan will give you a snapshot of the performance of the leader activities by the end of the month. |
7 | View Example: Click on this button to open the example file. You can view the example to get an idea of how to fill out this tool, or you can use the example as a starting point and modify it to meet your project needs. |
8 | Help Button: Click on this button to open the help file on this topic. |
9 | Cancel Button: Click on this button to exit without saving any changes. |
10 | Create Design: If this is your first time using this template, click this button to format the worksheet template. You can also update the worksheet format any time, but remember that you may lose any data entered on this worksheet. Once you are happy with the worksheet template layout, you must enter any required data on the worksheet. When the data entered into the worksheet is complete, you can click on Analysis Setup and then Compute Outputs to generate analysis results. |
11 | Analyze Design: Click on this button to save all changes and compute the outputs for this analysis. Review the results of your analysis and make changes to your inputs if required to update analysis results. |
Num | Description |
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1 | On the activity portion of the worksheet, specify the activities you would like the leader to execute. Make sure you don't skip any important activity. Ensure that you benchmark with other areas to see the content of their leader standard work and replicate as appropriate. It is also recommended that activities be duplicated or overlapped between different leaders. |
2 | Specify the frequency for each activity - how often the activity should also be listed. It would be best to list daily, weekly, and monthly activities in this column. We don't want to do each activity too often or too few times. |
3 | Specify the timing for each activity in the when column. For example, you can say that for an activity such as daily work through the work area, the timing could be 4:00 - 4:15 pm every day. |
4 | On the right-hand portion of the worksheet, create a plan for the specified activities by marking with a 5. Note that this character contains an empty square using the Wingdings font. For example, all days of the month will be marked with a 5 for daily activities. One day of the week will be marked with a five for weekly activities. This plan needs to be created by the lean deployment leader. |
5 | Ask the leader to track each activity and update the worksheet as and when the activity is completed. This will ensure the highest accuracy of the information on this sheet. They can make notes for the activities in the Observations & Comments column. If an activity has been completed, they mark it with an R (checkmark inside the square). This indicates that they have completed the market activity. If only a five exists on a given day, it indicates that the leader did not execute the plan for that day. If this action is past due, you can change this to a Q (cross mark inside the square). Ideally, if you have planned to execute an activity ten times in a month and you execute it ten or more times, then there is no gap. |
6 | At the end of the month, the leader shares the results of their standard work with the lean deployment leader, who analyzes the report for any follow-up actions and continuous improvement. This worksheet can also be placed in a shared drive, so other leaders can view the status if required. |
1 | Item: The items on the checklist are listed on the left |
2 | Status: The status of whether the checklist has been answered is listed on the right. |
1 | Item: The left-hand side shows the major tabs and the items checked within each section |
2 | Status: The right-hand side shows the status of the checks. |
3 | Overall Status: Shows the overall status of all the checks performed. If all the checked items are okay, the status image in the header will show a green checkmark. If any checks fail, then the status image in the header will show a red cross mark. |
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