Check out the Top 101 Best Practices in Operational Excellence and Lean Six Sigma
David Tang
Founder at Flevy.com | 8,000+ Best Practices from MBB Consultants & Fortune 100 Execs | Download Business Frameworks, PPT Templates, Financial Models, etc. @ Flevy.com
Monday, I published the top 101 best practices related to Strategy, Transformation, & Innovation (see that newsletter here).
Today, let's recap the top 101 best practices on Flevy related to Operational Excellence and Lean Six Sigma (LSS). This ranking is based on YTD metrics.
What do you think of this list?
Leave your thoughts in the comments.
This training package includes a 78-slide PowerPoint presentation and supplementary materials on ISO 9001:2015. The training material provides a comprehensive overview of the ISO 9001:2015 standard, its benefits, the certification process, and practical tips for handling audit sessions effectively. It is designed to create awareness of the standard among management and staff, new hires, and potential auditees, and to supplement the materials for the training of QMS professionals and internal auditors. Download the full document here.
This 254-slide PPT PowerPoint presentation explores the evolution of Kaizen, a transformative strategy originating in the 1980s that has revolutionized the success of renowned Japanese companies like Toyota. Beyond a conventional management concept, Kaizen is a dynamic and contemporary approach to achieving continuous improvement, fostering a culture that adapts to the demands of the modern business landscape. The presentation serves as a comprehensive guide to kick-start and implement Kaizen activities in work areas, ensuring organizations can drive meaningful change and achieve enduring success in the contemporary business landscape. Download the full document here.
This presentation is a comprehensive guide to Hoshin Kanri, a strategy deployment methodology utilized by some of the world's most successful companies. It provides practical knowledge and skills in planning and deploying Hoshin Kanri in an organization, emphasizing goal alignment and continuous improvement. The package includes a PowerPoint training presentation, templates, and learning objectives to ensure a thorough understanding of this strategic methodology. Download the full document here.
This training kit is a comprehensive PowerPoint deck that provides valuable insights into benchmarking and Objectives & Key Results (OKRs). It covers benchmarking techniques, strategy development, result-based management approaches, and OKRs strategy and implementation. By leveraging this training kit, organizations can optimize their operations, set realistic targets, and achieve sustainable growth. The kit also includes practical insights on the use of performance management systems to drive organizational improvement. Download the full document here.
This is a 1-page PDF that provides a concise and user-friendly overview of the PMBOK? Guide - Seventh Edition released by the Project Management Institute. It serves as a valuable resource for both PMP exam preparation and understanding the evolving principles of project management. The document includes a simplified knowledge framework, a systems thinking model, and a detailed breakdown of the 49 processes, making it an invaluable tool for project managers at all levels. Download the full document here.
This comprehensive guide delves into the intricacies of cost reduction, providing a robust framework for identifying and prioritizing savings opportunities. The Savings Prioritization Matrix is a key tool illustrated within, enabling executives to pinpoint high-impact areas such as Application Maintenance Outsourcing and Data Center Consolidation. This matrix helps in aligning cost reduction initiatives with strategic business goals, ensuring that efforts are both effective and sustainable. The document also outlines a meticulous Activity Based Assessment approach, breaking down the process into four critical steps: Planning/Alignment, Analysis of the "As Is" and "To Be" states, Opportunity Selection, and Transformation Mapping. Each step is designed to provide a clear pathway from initial diagnostics to actionable transformation plans. This structured methodology ensures that all potential savings are thoroughly evaluated and validated before implementation, minimizing risks and maximizing returns. In addition, the guide covers an end-to-end sourcing methodology, segmented into four phases: Assessment Snapshot, Spend Analysis, Category Sourcing, and Implementation. This phased approach ensures a comprehensive evaluation of procurement practices, aligning them with organizational goals. By leveraging this methodology, companies can achieve significant cost reductions while maintaining or even enhancing service quality. This document is an essential resource for any executive looking to drive cost efficiency and operational excellence. Download the full document here.
This is a comprehensive PowerPoint presentation consisting of over 600 Key Performance Indicators (KPI) related to Sales Management and Strategy. KPIs are crucial for evaluating the success of an organization or employee in meeting performance objectives. This document is important as it enables organizations to precisely track sales performance and customer engagement, leading to more targeted and effective sales strategies. Download the full document here.
This is a 167-slide PPT PowerPoint presentation (PPTX) that outlines the principles and methods of Lean Manufacturing, rooted in the Toyota Production System. Lean Manufacturing aims to enhance customer value by optimizing processes and eliminating waste, ultimately increasing productivity and value with fewer resources. The presentation provides a comprehensive framework for value creation and waste reduction, equipping managers and employees with a better understanding of Lean principles, waste elimination, and encouraging active involvement in Lean implementation. Download the full document here.
This presentation is a comprehensive collection of Key Performance Indicators (KPI) related to Supply Chain Management (SCM). KPIs in SCM allow for precise monitoring and optimization of Supply Chain operations, enhancing efficiency and resiliency, while reducing costs. The presentation includes over 600+ SCM KPIs categorized into 14 groups, providing critical data on spending efficiency, vendor negotiations, and contract management, driving cost savings and value creation. The PPT outlines the potential insights and measurement methods for each KPI, providing clear guidance on their practical application and includes detailed formulas for calculating each KPI, ensuring accurate and consistent performance tracking. Download the full document here.
This resource is a 23-slide PPT presentation that provides an in-depth understanding of the Objectives and Key Results (OKR) Framework. OKRs are an efficient way to track company and team goals and measure their progress, cutting out unimportant goals and focusing on what truly is important within the organization. The presentation delves into the nuances of setting effective objectives and key results, emphasizing the importance of qualitative and time-bound goals, and includes customizable templates to streamline OKR implementation process. This resource is indispensable for leaders aiming to drive measurable outcomes and foster a culture of accountability within their organizations. Download the full document here.
The Lean - Value Stream Mapping (VSM) Training Module is a 157-slide PPT PowerPoint presentation that provides comprehensive training on the lean management technique of Value Stream Mapping. This training is important for organizations looking to reduce end-to-end lead time of processes by highlighting and eliminating sources of waste. The module includes historical context, multimedia elements, practical examples, and detailed templates to facilitate hands-on learning and implementation of lean principles. Download the full document here.
This 157-slide PPT presentation provides guidance on implementing a sustainable and successful Lean transformation by fostering a culture in which stakeholders at all levels of the organization are involved and invested in the outcome. It equips you with the knowledge and tools to implement the four key elements of the Lean Daily Management System, enhancing your effectiveness as a Lean transformation leader. The document delves into the critical role of Leader Standard Work, visual controls, and daily accountability processes in maintaining Lean gains, as well as the importance of leadership discipline in embedding Lean principles into the organizational culture. Download the full document here.
This 20-page Word document is a Business Continuity Plan (BCP) that outlines how an organization can continue operations in the event of a disaster. It includes a detailed template for departmental contact information, a structured approach to identifying salvageable assets, and a "Battle Box" section for pre-planning essential resources. The document also comes with a Business Continuity Glossary and a BCM Best Practices Checklist to help organizations evaluate and improve their BCP and BCM programs. Download the full document here.
This presentation provides a comprehensive overview of ISO 22301:2019, Security and Resilience - Business Continuity Management System, and is essential for organizations looking to implement and maintain effective business continuity plans and processes. The content covers the certification process, audit approach, and the rights and conduct of auditees during an audit session. The recent COVID-19 pandemic and cyber-attacks have underscored the importance of business continuity plans, making this presentation a valuable resource for organizations of all sizes and industries. Download the full document here.
This extensive training resource provides a comprehensive suite of Lean Six Sigma tools and templates, including PowerPoint presentations, Minitab and Excel-based exercises, and case studies. By covering a wide range of methodologies and statistical analysis techniques, it ensures a structured approach to problem-solving and process improvement. The material emphasizes the importance of customer loyalty and profitability, integrating tools like the Kano Model and QFD for enhanced customer satisfaction, and is designed to equip professionals with the skills needed to drive significant improvements in quality and efficiency. Download the full document here.
This presentation provides a comprehensive overview of the 8D problem-solving methodology, emphasizing the importance of defining problems accurately and documenting findings systematically. It also highlights the critical role of team dynamics and effective communication in achieving successful outcomes. Download the full document here.
This is a 115-slide PPT PowerPoint presentation that provides a comprehensive guide to strategic planning, performance measurement, and the OGSM methodology. It is designed to equip organizations with the knowledge and tools necessary to navigate the complexities of modern business environments and drive success with precision and purpose. The document covers strategic planning definition, environmental analysis, SWOT analysis, mission statement, PESTLE analysis, and the OGSM framework, among other key topics, making it an essential toolkit for organizations looking to transform their strategic planning process. Download the full document here.
This 157-slide PPT presentation covers the principles and modern concepts of Business Process Reengineering (BPR), emphasizing the need for agile responses to technological shifts and the integration of digital solutions. It provides a structured and technologically-informed approach to transform processes, optimizing them for maximum productivity. The presentation also highlights the transformative potential of reengineering over incremental improvements, making it a critical resource for organizations looking to enhance customer experiences, optimize operations, and achieve transformative results. Download the full document here.
This is a 138-slide PPT PowerPoint presentation that provides a Strategic Planning Process based on Hoshin Policy Deployment. It offers a comprehensive approach to developing, communicating, and aligning an organization's strategic goals, objectives, and initiatives. This document addresses common pitfalls in strategic planning, emphasizing the importance of critical thinking skills and rigorous review processes to ensure successful policy deployment. Download the full document here.
This is a 230-slide PPT presentation that covers the PDCA cycle, a four-step continuous improvement process widely used in quality management, business improvement, and project management. The PDCA cycle is an iterative process that is repeated continuously to improve and refine processes. This training presentation is important for organizations looking to teach employees a structured approach to problem-solving, with a focus on essential concepts, team dynamics, the PDCA process, analytical tools, process management, and practical tips for success. Download the full document here.
This PowerPoint presentation offers guidance on developing effective presentations, emphasizing clear communication and compelling storytelling. It covers the principles of document writing and the importance of tailoring your message to your audience. The document also provides insights on storyboarding, slide structuring, and the use of clear headlines to capture the essence of the story. Download the full document here.
This PDF is a business capability model for an Insurance company, serving as a core document for Enterprise Architects and Business Architects. It outlines the essential functions and processes critical to the operations of an insurance firm, aiding in the alignment of IT initiatives with business strategies and mapping out business processes. The model delves into capability domains such as underwriting, claims processing, policy administration, and customer service, offering insights into specific capabilities required to excel in these areas and aiding in strategic planning and operational optimization. It is a valuable resource for any insurance company looking to enhance its operational effectiveness and achieve a competitive edge in the market. Download the full document here.
This is a 136-slide PPT PowerPoint presentation that focuses on delivering service excellence in customer experience. It equips staff with the skills to create quality customer experiences, differentiate from the competition, and build trust and long-term relationships. The document covers techniques for managing emotions, delivering personalized service, and applying the five A's of service recovery to enhance customer satisfaction and loyalty. Download the full document here.
This activity is a 23-slide PowerPoint presentation that outlines an interactive and fun exercise called the Silly Cow Exercise. This exercise is designed to promote out-of-the-box thinking and creativity in teams, making it an ideal tool for organizations looking to innovate their products, services, and business models. The exercise is structured into three activities and requires minimal equipment, making it easy to implement in various settings. Download the full document here.
This 48-slide PowerPoint presentation is a comprehensive guide on how to create and execute a 3–5-day Kaizen workshop. It provides theory around Kaizen, templates for facilitating the workshop, and practical steps for workshop preparation. The document also outlines what a Kaizen workshop week could look like and provides a detailed agenda for the workshop, assuming the project lead is a trained lean leader. Additionally, it includes guidance on what to do after the workshop has ended. Download the full document here.
This is a 43-slide PowerPoint presentation that covers major Root Cause Analysis frameworks and methodologies. Root Cause Analysis is a method used in problem-solving to identify the underlying causes contributing to faults, failures, or problems. This document provides valuable insights and understanding of the underlying causes of a problem, which can then be used to develop appropriate corrective actions or solutions to prevent the problem from recurring in the future. Download the full document here.
This 88-slide PPT PowerPoint presentation provides a comprehensive understanding of Root Cause Analysis as a problem-solving technique. By identifying the underlying causes of a problem, organizations can prevent it from recurring and develop long-term solutions that improve efficiency, reduce costs, and increase customer satisfaction. The presentation covers the 5 Whys and Cause & Effect Diagram tools, how to prioritize root causes using a Pareto Chart, and common pitfalls and strategies for overcoming them. By the end of the presentation, participants will be equipped with the skills needed to identify and solve problems effectively. Download the full document here.
This training program is a 121-slide PPT presentation with tutor notes, designed for internal and external auditors for various management system standards. It is based on the ISO 19011:2018 standard and includes templates for auditing forms. The program covers the purpose of management system standards, concepts of management system auditing, and auditor competence requirements. Download the full document here.
This is a comprehensive 183-slide PowerPoint presentation on Good Manufacturing Practices (GMP) in the pharmaceutical, nutraceutical, food, and dairy industries. GMP is crucial for ensuring the consistent production of safe and high-quality products, and this training material covers topics such as personnel hygiene, equipment validation, and documentation protocols. It also emphasizes the importance of avoiding mix-ups and contamination, and provides practical steps to maintain product integrity. Compliance with GMP guidelines is enforced by regulatory agencies, and failure to comply can result in penalties or product recalls. Download the full document here.
This is an extensive 208-slide PPT PowerPoint presentation that offers a comprehensive roadmap to effectively implement ISO 9001. Quality is crucial for business success, and the ISO 9001:2015 standard provides a globally recognized framework for ensuring consistency, customer satisfaction, and continuous improvement. This guide equips professionals with the knowledge and tools to drive lasting positive change within their organizations, ensuring top-quality products and services while staying competitive in today's dynamic business environment. Whether you are a seasoned quality professional or new to QMS, this guide will empower you to deliver excellence. Download the full document here.
This toolkit is an Excel template that includes a set of templates, workplans, and diagnostics for any ISO 19011 / Management Systems Auditing related project. It is important because it provides a structured, 3-step process to guide organizations from idea to implementation, helping them identify areas for improvement, set concrete goals, tasks, and dates, and implement, track, follow up, and revise strategy. The toolkit ensures offline data protection and dynamically prioritized projects, providing a professional Dashboard to guide and perform a thorough ISO 19011 Self-Assessment. Download the full document here.
This 100-slide PPT presentation explains the concept of a Gemba Walk and its importance in Lean management. The practice involves leaders visiting the front lines of their organization to gain first-hand knowledge of how work is done and identify opportunities for improvement. The presentation covers the four steps of a Gemba Walk, the three MUs (Muda, Mura, Muri), and how to implement and conduct successful Gemba Walks. By following the steps in this presentation, leaders can gain a deep understanding of their processes, see opportunities for improvement, and drive a culture of continuous improvement in their organization. Download the full document here.
This PowerPoint presentation is a comprehensive framework designed to help organizations identify opportunities for streamlining operations, reducing manual efforts, and leveraging technology to drive efficiency and scalability. It provides a structured approach to identifying and implementing Process Automation and Digital Transformation initiatives, allowing organizations to make informed decisions, prioritize initiatives, and develop a pragmatic plan for successful adoption and long-term sustainability of the changes. The assessment evaluates over 150+ items across 6 functional workstreams, providing a detailed explanation of key objectives, key insights, and a list of checklist assessment items for each workstream. Download the full document here.
This Excel template is a comprehensive tool designed to streamline and document your organization's processes. It covers various aspects of business operations, ensuring no critical process is overlooked. Each process is categorized and detailed, providing clarity and ease of use for your team. The template also includes a section for assessing the criticality and duration of each process, allowing for a thorough analysis of process efficiency and improvement. This template is an essential tool for any organization looking to optimize its processes and achieve operational excellence. Download the full document here.
This Excel template captures specific Activities and Deliverables across the 5 maturity levels of the Capability Maturity Model (CMM) and CMMI (Capability Maturity Model Integration). It is important because it provides a structured and comprehensive checklist to ensure that all necessary activities and deliverables are covered at each level. This tool is designed to facilitate rigorous project monitoring and control, ensuring that all aspects of project management are covered to achieve project success. Download the full document here.
This is a 186-slide PPT presentation that provides a comprehensive collection of Key Performance Indicators (KPI) related to Corporate Strategy. KPIs are essential for evaluating the success of an organization in meeting its strategic objectives. This document provides executives with a vast array of data points for making strategic decisions and includes guidelines for selecting the most relevant KPIs tailored to an organization's strategic goals. Download the full document here.
This 1-page PDF provides a detailed business capability model for a construction company, offering a comprehensive understanding of core functions and technical support mechanisms. The model is designed to align with Enterprise Architecture and Business Architecture principles, making it a critical tool for strategic planning. It helps executives streamline operations, enhance efficiency, and stay competitive in the construction industry. This document is particularly useful for identifying process gaps and developing targeted improvement strategies, making it an indispensable guide for achieving operational excellence and long-term growth. Download the full document here.
This Excel template provides a sophisticated financial model for a Startup Manufacturing Company. It is a flexible tool for CEOs and CFOs to control and improve daily operations, forecast financial and operational activities, manage payroll, expenses, and inventory, and analyze product profitability. The model includes assumptions and calculations of startup expenses, product data, factory and headquarters payroll and operating expenses, fixed assets and depreciation, financing through debt and equity, and exit valuation assumptions. The template also follows best practices principles and is fully customizable, with detailed instructions included in the file. Download the full document here.
This 206-slide PPT PowerPoint presentation provides a comprehensive training module on the 8D Problem Solving Process, a standard in many industries for problem solving and improvement. It includes tools, templates, and examples for implementing the process, as well as detailed definitions of key terms and roles essential for effective problem-solving. The document emphasizes the importance of technical input, descriptive feedback, and interim containment actions, making it a valuable resource for organizations looking to enhance their problem-solving capabilities. Download the full document here.
This 139-slide PowerPoint presentation provides a comprehensive framework for Business Process Improvement (BPI 7). The methodology includes 7 steps, such as defining process measures, setting targets, and analyzing and improving processes. The module also includes practical worksheets and templates, empowering participants to drive continuous improvement and overcome common challenges in performance measure deployment. Download the full document here.
This Excel template is designed to assess an organization's supply chain practices and processes, from forecasting and demand management to post-sales support. It uses a 4 Stage Model to categorize activities and subprocesses into different stages, allowing for a nuanced evaluation against industry best practices. The template's visual layout and clear demarcations make it easy to use, and it includes evaluation and target columns to aid in goal setting and progress tracking. This tool is essential for organizations looking to optimize their supply chain operations and achieve operational excellence. Download the full document here.
This 129-slide PPT presentation provides comprehensive training on the ISO 19011:2018 standard for auditing management systems. The material is designed to help organizations train their internal auditors on the systematic process for auditing management systems, such as ISO 9001, ISO 14001, and ISO 45001. By the end of this training, participants will have gained an understanding of the ISO 19011:2018 standard, its structure and principles of auditing, and how to manage and conduct audits in line with the standard. This training is essential for ensuring that auditors are equipped to conduct effective management system audits that help organizations meet their goals and objectives. Download the full document here.
This is a 163-slide PPT PowerPoint presentation that teaches the principles and key concepts of Lean Thinking, a management philosophy based on the Toyota Production System. By becoming a Lean organization, you can improve personal effectiveness, increase productivity, and create greater customer value with fewer resources. The presentation covers the key Lean methods and tools, including Gemba framework, 5S principles, value stream mapping, standard work, and more, as well as ways to develop "Kaizen eyes" to look for improvement opportunities and the various Lean roles within an organization. Additionally, it outlines the impact of Lean principles on key performance metrics and emphasizes the role of visual management and 5S principles in sustaining Lean initiatives within the organization. Download the full document here.
This 21-slide PowerPoint presentation provides a framework for using Key Performance Indicators (KPIs) to transform organizations and drive performance improvements. It outlines 4 best practices for leveraging KPIs, including focusing on customer experience, identifying top KPIs, fostering enterprise-wide discussion, and treating KPIs as a special class of data. The presentation also includes a KPI Alignment Index tool to measure and improve alignment of KPIs with strategic objectives, ensuring they drive performance and value creation. Download the full document here.
This Excel template is a Project Prioritization Tool that enables organizations to rank and prioritize projects based on strategic fit, economic impact, and feasibility. It includes a weighted scoring system and automatically generates a bubble matrix chart to visually communicate project priorities. The tool is designed for ease of use, with drop-down menus for scoring and a simple color-coded format, saving time on formatting and facilitating communication with the team. It is essential for organizations looking to streamline project portfolio management and achieve better alignment with strategic goals. Download the full document here.
This 26-slide PPT PowerPoint presentation is a creative approach to learning that demonstrates the value of standard work in creating stable and repeatable processes to maximize performance and minimize waste. The game can be played in a classroom or workshop setting and consists of three rounds, each with different instructions and discussions. By participating in the game, individuals will gain a better understanding of the importance and approach of standard work practices and be encouraged to apply these concepts in their work to achieve better outcomes. Download the full document here.
This 1-page PDF document is a business capability model for a food and beverage company. It is a core document for Enterprise Architects and Business Architects, providing a comprehensive framework for streamlining operations and enhancing strategic planning. The model covers critical aspects of business capabilities, from supply chain management to customer engagement, and offers insights into optimizing production processes, improving quality control, and managing regulatory compliance. It serves as a practical guide for aligning business capabilities with strategic objectives and driving efficiency and innovation across various business functions. Download the full document here.
This is a 105-slide PPT PowerPoint presentation (PPTX) that explores the evolving landscape of customer preferences and the need for transformation in customer service to meet digital demands. It covers the techniques and skills required for human-supported digital customer service and highlights pitfalls to avoid and factors for success. The presentation offers actionable strategies for building an effective digital customer service framework, making it an invaluable resource for customer service professionals and visionary leaders. Download the full document here.
This is a 33-slide PPT PowerPoint presentation (PPTX) that provides a detailed overview of the 6 building blocks in the Lean Six Sigma Approach for improving Warehouse efficiency and cost effectiveness. It delves into the intricacies of Supply Chain Costs, with a particular emphasis on Warehousing Cost Reduction, and outlines a strategic 3-phase approach to address inefficiencies and optimize warehouse operations. By focusing on the six building blocks of performance, this presentation provides actionable insights and practical templates to streamline warehousing operations, ultimately driving significant cost savings and operational improvements. Download the full document here.
This 113-slide PPT PowerPoint presentation provides a comprehensive training on A3 Hoshin Planning, a strategic approach rooted in Toyota's lean management philosophy. It includes templates and covers key concepts, principles, and the A3 tool for effective deployment. The presentation also delves into strategic alignment across various sectors and provides real-world illustrations to enhance understanding. It is important for organizations looking to drive strategic vision and operational excellence through a collaborative and structured approach to planning and execution. Download the full document here.
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This resource is a 27-slide PPT presentation that provides a comprehensive guide to navigating the complexities of modern customer service environments. It covers the evolution of multichannel strategies, blending traditional and web-enabled services to enhance efficiency. The PPT delves into decision parameters for service types, optimizing channel mix, and leveraging self-service solutions to gain a competitive edge. This resource is essential for executives aiming to streamline operations and elevate customer satisfaction through a well-defined multichannel approach. Download the full document here.
This PowerPoint presentation emphasizes the necessity of focusing on cost reduction to survive economic downturns and highlights the importance of capturing opportunities created by such periods. It details specific examples of cost reduction initiatives in areas like IT, logistics, and product innovation, with potential savings quantified. Cost reduction allows organizations to allocate resources to innovation, technology adoption, and market expansion. Moreover, it can enhance efficiency, improve operational performance, and drive higher profitability. Download the full document here.
This is a comprehensive 120+ slide PowerPoint deck that revolutionizes your approach to design, offering invaluable insights and strategies for success in today's fast-paced business world. It covers various aspects of design, such as manufacturing, sustainability, cost, and how to define and apply Design for X principles. The toolkit also provides real-world examples and case studies to illustrate the practical application of DfX principles. Download the full document here.
This 35-slide PowerPoint presentation offers a framework that combines the strengths of the Balanced Scorecard with an exclusive proprietary methodology. It empowers senior leaders to articulate their organization's primary goals, initiatives, and metrics in a clear manner. The Performance Scorecard Framework is a roadmap from vision to reality, enhancing your organization's strategy execution and teamwork under the guidance of experts from BCG and EY. Download the full document here.
This 129-slide PPT PowerPoint presentation provides a comprehensive toolkit for Enterprise Performance Management. It covers various components of performance management, including the performance management framework, performance management cycle, balanced scorecard, key performance indicators, performance appraisal, and measuring employee performance. The document is important for organizations looking to optimize their performance, foster growth, and achieve unparalleled success in the dynamic landscape of modern business. Download the full document here.
This comprehensive resource is a 157-slide PPT PowerPoint presentation that provides invaluable insights and guidance for successful post-merger integration (PMI) and project management endeavors. With contributions from over 30 former senior management consultants from top firms, this resource offers proven methodologies, industry-leading strategies, and guiding principles for navigating the complexities of integration with precision and efficiency. Beyond PMI, the principles and best practices outlined in this deck are applicable to various project management initiatives, empowering organizations to achieve seamless integration and successful project outcomes. Download the full document here.
This 854-slide PowerPoint presentation provides a comprehensive toolkit of over 800 metrics and KPIs across various business functions, such as Operations, Sales, Marketing, HR, Finance, and more. It is curated by former McKinsey consultants and serves as a transformative journey to reshape how organizations measure success, unlock untapped potential, and drive unparalleled growth. The guide emphasizes the importance of aligning KPIs with strategic objectives to drive organizational focus and efficiency, as well as fostering effective stakeholder communication and adaptability in dynamic business environments. Download the full document here.
This PowerPoint presentation offers a detailed breakdown of the Hire to Retire process, providing insights into high-level strategic planning and specific operational steps. The document is important because it provides a structured approach to understanding and improving HR operations, covering key stages such as Human Resources Planning, Recruiting, Employee Management, Compensation, and Payroll. The Level 1, 2, and 3 processes outlined in the document offer granular insights into managing employee orientation, performance, and information, ensuring that all aspects of employee lifecycle management are covered. Download the full document here.
This is a 15-slide PowerPoint presentation that outlines a 4-phase framework for Strategic Sourcing. Strategic Sourcing, also known as Procurement Strategy, is essential for organizations looking to realize significant savings on procurement costs. The document provides a comprehensive breakdown of key activities within each phase, ensuring clarity and actionable insights for organizations pursuing cost management initiatives. Download the full document here.
This role play activity is a 15-slide PPT PowerPoint presentation that simulates the Quotation Process to identify office wastes. It provides a hands-on experience for participants to understand and eliminate inefficiencies in the process. The structured role-play exercise emphasizes practical application and fosters a lean culture within the organization. Download the full document here.
This 166-slide PowerPoint presentation provides a comprehensive framework for project management, merging the Systems Approach with six instinctive pathways embodied in our everyday project queries. It simplifies the complex landscape of project management and empowers individuals to effectively plan and execute projects, manage resources, build meaningful stakeholder relationships, and maintain project scope, budget, and timelines with precision. The presentation includes practical tools like network diagrams and Gantt charts for effective scheduling, as well as strategies for stakeholder management and resource allocation to ensure project success. Download the full document here.
This 3-page PDF provides a visual summary of the principles, framework, and key clause structure of the ISO 9001:2015 Quality Management System. It is available in two themes and formats, making it easy to print and display in the workplace. The poster is a valuable supplement to ISO 9001:2015 QMS Awareness training presentations and serves as a takeaway to reinforce key principles of the Quality Management System. Download the full document here.
This 112-slide PPT presentation covers the requirements for a robust business continuity management system, allowing companies to minimize the risk associated with disruptions and ensure control is maintained at all times. ISO 22301 implementation is crucial for organizations to be able to continue operations regardless of any incident, and this document provides training courseware to help achieve success in this area. The ability to implement a Business Continuity Management System is important for organizations to drive robust systems and gain greater customer confidence and satisfaction. Download the full document here.
This PowerPoint presentation provides a detailed breakdown of the Order to Cash process, offering a comprehensive approach to revenue operations. Understanding and documenting business processes is crucial for identifying inefficiencies and bottlenecks, enabling organizations to introduce new and improved processes. Making informed business decisions without a clear understanding of process details can lead to costly mistakes and inefficiencies. Download the full document here.
This 108-slide presentation provides a comprehensive assessment of an organization's sourcing and procurement practices across 18 spend categories and 9 assessment areas. It is important for organizations to systematically review their procurement process to ensure that every purchasing decision aligns with the company's broader strategic goals. Conducting this assessment can help organizations identify areas for improvement and inform the development of Procurement/Sourcing Strategies. Download the full document here.
This 60-slide PPT presentation provides a comprehensive framework for establishing and running a Center of Excellence (CoE). A CoE is crucial for organizations to achieve timely project delivery, cost control, and strategic alignment. The presentation covers the benefits, challenges, and different models of CoE, as well as the roles and responsibilities needed for successful implementation. It also includes valuable additional materials in the extensive appendix to assist with the details of constructing a CoE. Download the full document here.
This is a 20-slide PowerPoint presentation that provides an introduction to Strategy Maps and the Balanced Scorecard framework. It includes Strategy Map templates and a comprehensive overview of how to translate mission and values into strategic outcomes. This resource is essential for executives looking to streamline their strategic planning process and enhance their strategic management capabilities. Download the full document here.
This 163-slide PPT PowerPoint presentation delves into the Lean philosophy, drawing inspiration from the principles of Lean Manufacturing and the Toyota Production System. The objective is to optimize processes and eliminate waste, aligning with Lean's core goal of augmenting customer value, boosting productivity, and achieving efficiency with fewer resources. The presentation equips managers and employees with a comprehensive understanding of Lean principles, waste reduction strategies, and fosters active participation in the Lean implementation process. The goal is to cultivate a culture of continuous improvement, driving efficiency and customer satisfaction in service and office settings. Download the full document here.
This toolkit is a comprehensive resource designed to empower organizations with the knowledge and skills to proactively manage risks across various domains. By mastering risk management, organizations can make informed decisions and steer towards a future of sustained success. The toolkit covers a wide range of topics, from financial planning to cybersecurity, strategic partnerships to employee engagement, and much more, ensuring that organizations are well-equipped to navigate the complex world of risks. With insights and best practices, this toolkit serves as the ultimate guide to mastering risk management. Download the full document here.
This training presentation provides a comprehensive overview of Total Quality Management (TQM) and its importance in achieving long-term success. It covers key TQM philosophies, process management, cost of quality, leadership attitudes, tools and techniques, and steps for implementation. Emphasizing the importance of customer focus and employee involvement, the presentation equips organizations with the knowledge to foster a culture of continuous improvement and excellence. By integrating TQM principles, organizations can experience improved operational efficiency, heightened customer satisfaction, reduced costs, and enhanced employee morale. Download the full document here.
This toolkit is a comprehensive 130+ slide PowerPoint deck that covers all aspects of Procurement Spend Analysis. It is important because effective procurement is essential for sustainable growth and profitability, and this toolkit provides the knowledge, strategies, and actionable insights needed to harness the full potential of procurement and drive strategic decision-making. It covers everything from procurement overview and strategies to spend analysis process, KPIs, and case studies, empowering procurement teams and elevating an organization's approach to spending analysis. Download the full document here.
This 234-slide PowerPoint presentation provides a comprehensive training experience on Total Productive Maintenance (TPM). TPM is a holistic approach to equipment maintenance, aiming to optimize equipment efficiency, reliability, and performance. The presentation covers the TPM tools, 5S, OEE, and the eight pillars with a focus on Autonomous and Planned Maintenance, providing a step-by-step process for TPM implementation with practical examples and real-world applications. Download the full document here.
This is a 6-page Word document that provides a qualitative methodology for assessing an organization's vulnerability to threats and establishing its overall risk profile. It includes a comprehensive scoring system to evaluate the probability and impact of various threats, allowing for a nuanced assessment of potential risks. This tool is indispensable for organizations aiming to bolster their resilience against disruptions and is essential for creating a Business Continuity Plan. Download the full document here.
This is a 30-slide PPT PowerPoint presentation (PPTX) that provides a comprehensive guide to implementing a Lean-driven Operating Model. It emphasizes the importance of balancing workloads and minimizing trade-offs, as well as the critical role of Functional Centers of Excellence (CoE) in managing specialized tasks. By focusing on process efficiency and IT, it addresses the need for continuous improvement and the inclusion of robust performance measurement metrics. This deck is an indispensable resource for executives aiming to drive transformational change in their organizations. Download the full document here.
This 27-slide PowerPoint presentation provides a detailed overview of Lean Warehousing—a comprehensive methodology designed to unlock significant productivity enhancement and growth opportunities. The Lean Warehousing approach focuses on cost reduction, customer quality, and service levels. It also emphasizes the importance of continuous improvement and the role of a Model Warehouse. This document is important because it addresses the untapped potential for improvement in Warehousing, a hugely neglected part of global Supply Chains, and provides a comprehensive framework for achieving significant operational efficiencies and maintaining a competitive edge in the market. Download the full document here.
This 284-slide PowerPoint presentation provides comprehensive insights and strategies for effective supply chain management, logistics, and distribution. It covers essential topics such as warehousing, inventory management, distribution management, and IT in logistics. This document is important because it equips organizations with the knowledge and strategies needed to optimize every facet of their operations, leading to streamlined operations and enhanced profitability. Download the full document here.
This toolkit is a comprehensive resource with over 370 PowerPoint slides to help you unlock manufacturing efficiency and success. It covers key components of production planning and control, demand forecasting techniques, innovative production scheduling, and material requirement planning. Whether you're a seasoned professional or a newcomer, this toolkit empowers you with the knowledge and tools needed to excel in the dynamic world of manufacturing. Download the full document here.
This presentation is a 25-slide PPT PowerPoint that provides a comprehensive framework for evaluating and advancing an organization's performance management capabilities. It outlines the five distinct maturity levels, each with specific characteristics and requirements, enabling organizations to identify their current state and chart a clear path toward optimization. The model is backed by detailed assessment criteria, tools, and techniques, ensuring organizations have the necessary resources to implement effective performance management practices. Additionally, the presentation includes practical templates that can be customized for organizations, facilitating the creation of tailored performance management strategies. This resource is essential for any organization committed to continuous improvement and achieving high performance. Download the full document here.
This 162-slide PowerPoint presentation provides a step-by-step guide to implementing the 5S management concept and principles. 5S is a set of basic management principles that are widely adopted in industries today, aimed at creating a cleaner, safer, and more organized workplace. The guidebook offers practical tips, strategies, and tools for sustaining 5S, and is an essential resource for organizations looking to build a culture of continuous improvement. Download the full document here.
This toolkit provides detailed insights into the coordination of material, information, and financial flows within the supply chain. It also covers the transition from traditional push-based models to modern pull-based strategies, emphasizing customer-driven demand. This is important for businesses looking to synchronize sales and operations, optimize demand planning, and streamline supply chain management processes. Download the full document here.
This training package is a 61-slide PowerPoint presentation that provides an in-depth understanding of the ISO 31000 standard for Risk Management. In today's world, organizations face various risks that can impact their objectives and assets. This training helps create awareness of risk management best practices and outlines how to develop a risk management plan, ultimately enhancing an organization's risk management practices and increasing the likelihood of achieving their objectives. Download the full document here.
This 143-slide PPT PowerPoint presentation provides a step-by-step guidance to the planning, preparation, and conducting of a Kaizen Event, a focused and time-limited improvement activity that brings together a departmental or cross-functional team to identify and address a specific problem or opportunity for improvement. It includes practical tips for selecting impactful areas, a comprehensive checklist for team leader responsibilities, real-world examples of Kaizen events, and detailed event schedules. This guide is important for organizations looking to drive continuous improvement, eliminate waste, enhance quality, and increase efficiency. Download the full document here.
This 40-slide PPT PowerPoint presentation (PPTX) explains the process of setting up and implementing a Project Management Office (PMO) or Program Management Office (PgMO). Many organizations face challenges during implementation of change initiatives, including portfolios/programs and projects. An organizational office supporting the portfolio/program and projects can facilitate their better success. This comprehensive guide delves into the intricacies of setting up and operationalizing PMOs, covering essential aspects such as program benefits management and performance monitoring. Download the full document here.
This Excel template provides a set of tools to capture data and analysis when conducting a Business Continuity Planning (BCP) and Disaster Recovery (DR) project for any size organization. It includes sections for capturing critical business process dependencies, impact analyses, and readiness to respond to a crisis or emergency. The templates facilitate thorough data collection and analysis, providing a robust framework for assessing and mitigating risks, making it an indispensable resource for executives aiming to fortify their organization's resilience against unforeseen events. Download the full document here.
This 73-slide PowerPoint presentation provides a comprehensive training program for Six Sigma Yellow Belt certification. It covers Lean Management, Six Sigma, and Process Management, equipping participants with the necessary tools to become valuable players in their organization's larger goals. The program delves into core principles of Lean, statistical concepts, and the DMAIC methodology, ultimately preparing participants to contribute to continuous improvement initiatives and drive higher quality and customer satisfaction. Download the full document here.
This is an Excel template (XLSX) that includes a set of best-practice templates, step-by-step workplans, and maturity diagnostics for any BCM and IT DR related project. The toolkit guides users through a 3-step process, from idea to implementation, and includes 970 new and updated case-based questions organized into 7 core areas of process design. It also features a comprehensive RACI Matrix, auto-populated with critical questions to address, ensuring clear role assignments and actionable insights. Download the full document here.
This 28-slide PPT PowerPoint presentation provides a comprehensive framework for post merger integration, outlining six key steps to successfully combine two separate companies. The document emphasizes the importance of aligning integration activities with the overarching corporate strategy and tailoring integration approaches based on the specific logic and focus of different divisions. It also highlights the necessity of establishing a Corporate "Control Tower" to oversee the integration process. This framework is essential for consultants and corporate professionals involved in post-merger integration activities. Download the full document here.
This PPT presentation is a valuable resource for IT professionals looking to improve their processes and drive results. It covers the importance of process improvement in IT, introduces Lean Six Sigma principles, and provides a detailed overview of the DMAIC methodology with practical tools and real-world examples. It also outlines key steps and requirements for successful project implementation, making it an essential resource for anyone interested in enhancing operational efficiency and customer satisfaction in their organization. Download the full document here.
This is a 3-page PDF that provides a visual representation of the 5S principles of workplace organization and good housekeeping. It is important as 5S is a fundamental platform for world-class manufacturing and is widely adopted in industries for creating a cleaner, safer, and more organized workplace. The poster serves as a valuable supplement to Lean-related training presentations and can be used to reinforce training takeaways. Download the full document here.
This is a 12-slide PPT PowerPoint presentation that delves into the hierarchical structure of process mapping, breaking down processes from a high-level overview to detailed sub-activities. It offers a systematic methodology for naming, describing, and classifying business processes, ensuring that every aspect of an operation is meticulously documented. The guide emphasizes the importance of creating a process flow diagram for each identified Level 1 process, assigning specific roles and responsibilities, and structuring decision points to streamline operations. The "To-Be" state process map is highlighted as a crucial tool for training employees on new processes, fostering a culture of continuous improvement. By eliminating task duplication, reducing costs, and improving efficiency, this guide aims to enhance the overall quality of work and the effective deployment of staff. Download the full document here.
This 23-slide PPT presentation provides a comprehensive approach to mitigating the increasing risk of Supply Chain disruptions and improving Supply Chain Resilience. With the rising level of logistical complexity and the impact of events such as the COVID-19 pandemic, organizations need to understand and plan for increased risks of disruptions in order to reconfigure their Supply Chains. This document outlines a 5-step approach to reconfiguring the Supply Chain and includes slide templates for use in business presentations. Download the full document here.
This 208-slide PPT presentation provides comprehensive training on Reliability Centered Maintenance and Total Productive Maintenance. It covers a wide range of topics, including the principles, techniques, and implementation steps for RCM and TPM. The document also includes a bonus zip file of 41 Lean documents, making it a valuable resource for Operations and Maintenance personnel. Download the full document here.
This Excel template is an advanced tool for calculating the total landed cost of importing goods into the USA. It has been developed and refined by a logistics industry expert, making it a reliable and practical resource. The template includes clear instructions, flexible user entry for import costs and duty rates, and automatic calculations for total import costs and per unit landed costs. Additionally, it features detailed sections for air freight, customs clearance, and handling fees, and allows for the generation of professional invoices directly from the spreadsheet. Download the full document here.
This is a 34-slide PPT PowerPoint presentation that explains the Balanced Scorecard (BSC) business framework and how to use it as a strategic management system. The BSC approach takes a "balanced" approach by supplementing traditional financial measures with 3 key non-financial areas: customer relationships, internal business processes, and learning and growth. The document provides practical examples and templates to facilitate immediate application in organizations. Download the full document here.
This bundle includes 80 chapters and 1970+ slides covering Design for Six Sigma (DFSS) and Design of Experiments (DoE). It provides a comprehensive understanding of DFSS and DoE, including formulas, theory, practical examples, and digital copies of 65 presentations. This document is important for anyone looking to understand, teach, or apply DFSS and DoE in their organization. Download the full document here.
This 131-slide PowerPoint presentation outlines a system for measuring and reducing the Cost of Quality (COQ). Poor quality costs a company money and decreases its competitive advantage, while good quality saves a company money and increases its competitive advantage. The presentation covers the four essential steps of setting up a measurement system to track COQ: identification, collection, reporting and analysis, and reduction of quality costs. By understanding and implementing COQ, organizations can prioritize quality improvement opportunities based on their expected financial return and shift their problem-solving focus from quick fixes to preventing issues before they occur. Download the full document here.
This is a 25-slide PPT PowerPoint presentation (PPTX) that addresses the challenges and opportunities facing modern Supply Chain management in the Digital Age. It emphasizes the necessity of adaptability and technological integration, providing actionable strategies for developing a dynamically responsive and pivoting Supply Chain. The presentation outlines the importance of leveraging advanced technologies like IoT, RPA, and AI to enhance Supply Chain capabilities and resilience, and includes detailed case studies and practical templates to equip organizations with the tools needed to maintain a competitive edge. Download the full document here.
This 56-slide PPT PowerPoint presentation is a comprehensive guide for small and medium-sized businesses and manufacturing companies on improving their negotiation skills with external suppliers and vendors. The material provides valuable insights and strategies for achieving mutually beneficial outcomes and building lasting business relationships. Emphasizing the importance of preparation, the presentation covers various negotiation strategies to suit different scenarios and ensures that organizations can effectively handle negotiations with suppliers and vendors of all sizes. Download the full document here.
This comprehensive guide on revolutionizing Supply Chain Management through the power of Artificial Intelligence and Blockchain technology is a 210+ slide PowerPoint deck. The guide covers fundamental concepts of Supply Chain Management and explores the game-changing potential of AI and Blockchain in this field. It provides practical insights into vendor evaluation and purchase order structure to streamline procurement processes and explores the intricacies of pull vs. push supply chain models. Download the full document here.
This toolkit is a comprehensive solution to elevate your business to new heights of success, providing strategies for strategic process improvement and tools to harness continuous improvement. It covers a diverse array of process improvement methods and provides guidance on implementing process improvement initiatives, fostering a culture of continuous improvement, and monitoring performance with KPIs and metrics. Embracing the power of strategic process improvement will allow your business to embark on a journey toward enhanced productivity, efficiency, and profitability, staying ahead of the competition. Download the full document here.
This Excel workbook contains 30 templates for Total Productive Maintenance (TPM) concepts. These forms facilitate the capture of critical data and ensure that all team members are aligned on maintenance standards and practices. This comprehensive suite of templates is a valuable asset for any organization committed to achieving operational excellence through Total Productive Maintenance. Download the full document here.
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Operations Leader | Lean Manufacturing| Master Black Belt | Six Sigma | Quality | Manufacturing| Op Excellence | R&D
2 个月I commend you on your creation of the 101 Best Practices for Continuous Improvement and, for that matter, many of your other white papers and compilations of methods and practices. A commenter asked about prioritizing these tools and practices. While that may be the subject of a follow-on discussion, in the meantime I think some categorization groups might make the methods and tools more classifiable and searchable for the user.?By working iteratively with an AI app I have generated a sample set of workable categories that the various methods or practices can be assigned to.?Obviously, many methods or practices could be assigned to two categories such as Learning and Development as one category and Continuous Improvement as another. The spread sheet in the URL link below lays out the various methods / practices by title with one or more categories assigned to them.?While this example suggests two logical categories for many entries, others might be suitable for just one or, infrequently, as many as three categories. I will be referencing your thorough work and this idea in my own pending LinkedIn postings. https://tinyurl.com/yvjtyt2e
Surreal Architect of E-commerce Growth | AI & API Maestro | Digital Transformation Visionary & Mentor
4 个月Thanks for this resource, David.
Student at dj
4 个月Flevy's comprehensive guides are a great asset.
Instagram Wizard ??♂?
4 个月Which KPI category do you find most crucial for driving business growth and why?
Helping teens, young adults, and their families overcome mental health and substance use challenges.
4 个月Flevy’s extensive repository is impressive. Each document is thorough and practical. They offer valuable insights and tools for various business needs.