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Charter: Critical planning, communication, and consensus‐building tool Value Stream Mapping Charter Value Stream Analysis: Beyond the Mechanics - Part 1 (Planning)

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Charter: Critical planning, communication, and consensus‐building tool
Value Stream Mapping Charter
Scope

Accountable Parties

Logistics

Executive
Required: typically VP or C-level
Sponsor

Value Stream Value stream being improved

Value Stream If needed—often director or
Champion manager level

Specific What circumstances are included and excluded?
Conditions (e.g., type of customer, geographic location, etc.)
Demand Rate How many times is this done per wk, qtr, mo, or yr?

Facilitator

Trigger What initiates the process?
First Step Task on first process block

Required: skilled, objective person
leading the activity

3 days typically; consecutive
Event Dates
is best; 6 hrs per day
& Times
minimum; 7 or 8 hrs is best
Base-camp On-site, ample wall space,
Location quiet/private location

Logistics
Not always needed
Coordinator

Last Step Task on last process block
Boundaries &
What is the team NOT authorized to change?
Limitations

Meals Always a nice touch; keeps
Provided the team from wandering

Briefing List the the people that are
Attendees required to attend the briefings (**)
** required and those whose attendance is
*optional optional (*).

Improvement Time
Typically 3-6 months
Frame

Current State Problems & Business Needs

Aids in consensus building
Briefing
and organizational learning.
Dates &
Typically the last hour of the
Times
day.

Mapping Team
Function

1 What's driving the need for improvement?
2
3

Contact Information

2

4

Name

1 Leadership-heavy
3

5

4

Measurable Target Condition

5

1 Reduce <defined metric> from X to Y (Z% improvement).

6

2 Increase <defined metric> from X to Y (Z% improvement).

7

3

8

4

9

5

10

Benefits to Customers & Business

On-Call Support
Function

1 How will the business, internal and external customers, and
2 internal and external suppliers benefit from value stream improvement?
3

Contact Information

2

4

Name

1 SMEs that may not be needed full time
3

5

4

Relevant Data

Agreement
Executive Sponsor

1 What data is required to understand relevant current state isues.

Value Stream Champion

Facilitator

2 Examples: work volume & volume variation, process quality &
3 effectiveness, market trends, customer satisfaction, employee

Signature:

Signature:

Signature:

4 engagement, financials, lead time, safety records, etc.

Date:

Date:

Date:

© 2014 The Karen Martin Group, Inc.

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Publicado en: Empresariales, Tecnología
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  • Hi Skip - Yes, these slides aren't meant as standalones - they're slides for my webinars, which are recorded and houses on Slideshare as well.. And YouTube. And Vimeo. And my website. Recommend subscribing so you can attend free webinars real time - www.ksmartin.com/subscribe.
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  • Thank you. You realize that the videos are uploaded as well here on Slideshare. Also on YouTube and Vimeo. FAR better than simply viewing slides.They are slides that accompany my webinars, not slides meant to be viewed in isolation. Recommend subscribing as well: www.ksmartin.com/subscribe
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  • Good Job, Karen.... Maybe you just verbalize this, but I would suggest supplying detail notes on the common failings regarding slide 15. Thanks.
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  • excellent work
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