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Sigma Magic Help Version 17

Lean Maturity Audit

Overview

Lean Maturity Audit can be used to Audit an area to evaluate the progress of lean deployment and provide recommendations for improvement. This model is based on the 14 Toyota principles described in the book "The Toyota Way" by Jeffrey Liker. This audit can be conducted periodically to inform management of the progress in lean deployment and the "weak" areas the organization needs to focus on to make further improvements in the lean journey. This audit can be performed for a specific department, function, work area, factory, or homogeneous entity.

The Lean Maturity Audit worksheet can be added to your active workbook by clicking on Lean and then selecting Audits > Lean Maturity Audit.

Inputs

Click Analysis Setup on the main menu to open the dialog box.

Setup

A sample screenshot of the setup menu is shown below.
Lean Maturity
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Analysis Type: Specify the tool format for this analysis. This selection is not enabled since there is only one format available.
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Chart Type: Specify the type of graph you would like to generate. You can specify this option by clicking on the caption. The various options are:
OptionDescription
Bar ChartShow a bar chart for the audit results.
Radar ChartShow a line chart for the audit results.
Line ChartShow a radar chart for the audit results.
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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.
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Help Button: Click on this button to open the help file on this topic.
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Cancel Button: Click on this button to exit without saving any changes.
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OK Button: Click on this button to save changes and update your analysis results.
Enter the following information on the worksheet:
  1. Enter the details of your Lean Maturity Audit area, such as (team name, department, team members, reviewers, and the review date). Any qualitative observations for the audit team can also be entered.
  2. Enter the quantitative score for each audit element on a scale of 1-10. If you want to provide any comments, please add them to the Observations section.
  3. Provide the overall score and the scorecard to the team. Document the Lean Maturity Audit scores over time to document the progress and sustain results.

Checklist

You will see the following dialog box if you click the Checklist button. Checklist The checklist contains a few pointers on things you must pay particular attention to while performing this analysis. The checklist has been derived from experience working on past projects. Not all the checklist items need to apply to you. However, you should carefully review the checklist and apply any recommendations that make sense for your project. Make sure to read each checklist item and mark it as completed after you have read and taken actions as appropriate for your project.
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Item: The items on the checklist are listed on the left
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Status: The status of whether the checklist has been answered is listed on the right.
Ideally, all items on the checklist should be marked as reviewed/completed.

Charts

You will see the following dialog box if you click the Charts button. Charts
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Title: The system will automatically pick a title for your chart. However, if you want to override that with your title, you can specify a title for your chart here. Note that this input is optional.
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Sub Title: The system will automatically pick a subtitle for your chart. However, if you want to override that with your subtitle, specify a subtitle for your chart here. Note that this input is optional.
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X Label: The system will automatically pick a label for the x-axis. However, if you would like to override that with your label for the x-axis, you can specify a different label here. Note that this input is optional.
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Y Label: The system will automatically pick a label for the y-axis. However, if you would like to override that with your label for the y-axis, you can specify a different label here. Note that this input is optional.
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X Axis: The system will automatically pick a scale for the x-axis. However, if you would like to override that with your values for the x-axis, you can specify them here. The format for this input is to specify the minimum, increment, and maximum values separated by a semi-colon. For example, if you specify 10;20, the minimum x-axis scale is set at 10, and the maximum x-axis scale is set at 20. If you specify 10;2;20, then, in addition to minimum and maximum values, the x-axis increment is set at 2. Note that this input is currently disabled, and you cannot change this setting.
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Y Axis: The system will automatically pick a scale for the y-axis. However, if you would like to override that with your values for the y-axis, you can specify them here. The format for this input is to specify the minimum, increment, and maximum values separated by a semi-colon. For example, if you specify 10;20, the minimum y-axis scale is set at 10, and the maximum y-axis is set at 20. If you specify 10;2;20, then, in addition to minimum and maximum values, the y-axis increment is set at 2. Note that this input is optional.
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Horizontal Lines: You can specify the values here if you want to add a few extra horizontal reference lines on top of your chart. The format for this input is numeric values separated by semi-colon. For example, if you specify 12;15, two horizontal lines are plotted at Y = 12 and Y = 15, respectively. Note that this input is optional.
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Vertical Lines: You can specify the values here if you want to add a few extra vertical reference lines on top of your chart. The format for this input is numeric values separated by semi-colon. For example, if you specify 2;5, two vertical lines are plotted at X = 2 and X = 5, respectively. Note that this input is optional.

Verify

If you click the Verify button, the software will perform some checks on the data you entered. A sample screenshot of the dialog box is shown in the figure below. Verify The software checks if you have correctly specified the input options and entered the required data on the worksheet. The results of the analysis checks are listed on the right. If the checks are passed, they are shown as green-colored checkmarks. If the verification checks fail, they are shown as a red-colored cross. If the verification checks result in a warning, they are shown in the orange exclamation mark, and finally, any checks that are required to be performed by the user are shown as blue info icons.
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Item: The left-hand side shows the major tabs and the items checked within each section
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Status: The right-hand side shows the status of the checks.
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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.

Outputs

Click on Compute Outputs to update the output calculations. The software will calculate the overall average score and create the appropriate chart.

Lean Maturity If all template elements have been completed, the following message is displayed when you click the Compute Outputs button. Outputs 2 The overall Lean Maturity Audit score can be used to track the team's progress over time. It provides a written record of the audit process so the team can focus on areas to improve their lean deployment further. The charts show areas where the team is strong and areas where it is weak.

FAQ

This section contains some frequently asked questions. If you have other questions about this module, please get in touch with technical support.
Do you have any other tools for service or other areas?
Currently, only one tool has been provided. This may be increased in future releases. You can unlock the worksheet and manually edit the Audit questions to modify them to meet your needs. If you need to customize the audit form to meet your specific needs, please get in touch with the help desk.

Examples

Data for the following problems and sample reference solutions can be found in the Examples folder. Click Examples on the main menu to open this folder.
  1. Select an area and perform a lean maturity audit. (File: Lean Maturity Audit 1. xlsx)



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