Tools and Templates - Lean Innovation

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This tool encourages equal opportunity ideation between all participants, regardless of their standing within the team or organizations. Use when the group is in danger of domination by certain participants, or when...
The C&E Matrix is used to quantitatively relate the impact of inputs (X's) on the customer outputs (Y's) of a given process. The C&E Matrix template provides a framework for this evaluation.
Investigate the root causes of performance problems. Use this tool, also known as fishbone diagram to brainstorm and categorize the variables that might be causing poor performance in your new process, product service...
Identify the key input-output relationships in need of attention. Use this tool to determine which critical process inputs have the most impact on your process output. You can use this tool after the Cause & Effect...
Ensure that your new solution becomes commercialized as planned. Use this tool to ensure that your innovation will produce or deliver according to your careful design regardless of location, personnel, environment or...
A DOE, or Design of Experiment, is a test in which purposeful changes are made to the input variables in a process so that changes in the output can be observed. The DOE Outline provides a framework for students to...
A DOE, or Design of Experiment, is a test in which purposeful changes are made to the input variables in a process so that changes in the output can be observed. The DOE Plan is a document that students can use to plan...
The Force Field analysis identifies the forces and factors that impact a solution, so that positives can be reinforced and negatives can be eliminated. This worksheet provides a framework for the development of a Force...
Hypothesis tests are used to determine whether the observed differences between two or more samples are due to random chance or true differences in the samples. Based on the type of data and the situation, there are...
Organize and shape your ideas to improve your idea yield. Use this tool to make your ideas more practical, viable and more appealing to those funding the innovation project. Are the ideas immediately applicable or do...
Sometimes to come up with the breakthrough idea you must get silly for the sake of creativity. Use this tool when you are struggling to develop innovative ideas around a particular area.
Constantly improve your assumption-to-knowledge ratio. At the beginning of a project use this form to evaluate the feasibility of your innovation before putting too much time, money and resources into it. As you move...
Keep your innovation team focused and on track using this worksheet. Use this tool to define your project so that all team members and stakeholders understand what the project is and is not to help you manage the risks...
Use this to to broaden or narrow your innovation focus to ensure that the innovation opportunity is effectively targeted at an actionable level.
This form helps you determine the human need you are trying to fulfill. Use it to understand why customers buy products, services and solutions, answering the question: what is the customer's true need? Do they...
Identify the key inputs and outputs of your process. Use this tool when you need a shared understanding of how your process currently works (Select and Clarify), how you plan to produce and deliver your innovation to...
A team meeting should be handled as a process by itself. The templates in this document will help the student to appropriately manage the resources involved in the meeting and all the other inputs and desired output...
To generate solutions for minimizing and eliminating potential mistakes, use this matrix to come up with new and previously unexplored mistake-proofing ideas. Combine the matrix with the 21 Mistake Proofing Techniques...
Generate solution concepts by combining design alternatives. Use this tool to combine design options at the sub function level to help you come up with new solutions. You can use this after you have used the Function...
The Pareto Principle states that 80% of defects come from 20% of root causes. The Pareto Chart helps to identify those causes that contribute the most defects to a product or process. This template provides a structure...
A pilot program tests the final design under limited real world conditions to verify original design assumptions versus actual performance. The Pilot Charter is a document that students can use to plan the pilot to make...
The Potential Solution Analysis matrix summarizes potential solutions and prioritizes them based on their Solution Priority Number (SPN). The SPN rates a solution on its Ease, Permanence, Impact and Cost.
Prioritizing and selecting projects is an essential part of the Lean Six Sigma process. This template provides a format for quantitatively evaluating projects in order to select them. Company leaders and managers can...
The process design analysis template compares Current State versus Proposed Changes. This spreadsheet compares the number of operators, WIP, Lead Time, 5S Rating, Value Add, and PPM.
Build a fully functioning model of your new product to test and perfect it. This tool is typically used by product or component manufacturers who need to prove a new design concept, or when the design is particularly...
Blocked in your idea generation? Use this to to step around the roadblocks in your thinking. This tool forces your team to question the status quo, shock yourself and your team into a new reality. The perfect "What...
Evaluate all your design concepts to create the invincible solution. Use this tool when you need to evaluate ideas against a set of criteria related to solution-neutral outcome expectations or when you need to evaluate...
Ask eight important questions to develop more potential ideas for your opportunity. Use this tool when when you have an idea or set of ideas that need to be made even stronger. It is especially helpful in a mature...
Identify the key inputs and outputs of your process. Use this tool when you need a shared understanding of how your process currently works (Select and Clarify), how you plan to produce and deliver your innovation to...
The Solution Selection Matrix evaluates solution ideas against specific criteria: ease of implementing, permanence of the solution, impact on performance and cost-benefit. This template provides a format for creating a...
The Stakeholder Analysis is a tool used to understand stakeholders' views and attitudes towards the change so that you can respond to them in the best possible way. This template includes a stakeholder analysis you...
Get the key influencers involved and on your side. Use this tool to identify and understand key stakeholders and their level of support or resistance.; This information can then help you design the communication and...