Yagna Assessment Methodology
Deepak Nagar
Simplicity Practitioner, Founder Resultant- YAGNA Entrepreneur Success Services Pvt Ltd, Visiting Professor - IIM Indore, DDP - Endorsed Instructor
Our assessment involves:
The objective during Discussions is to understand the current challenges and unmet aspirations of the company, initiatives taken to overcome them, and obstacles encountered.
It is proposed to have discussions with all key functions. Indicative list below:
●??????? ?Directors / Top Management
●??????? Marketing and Sales
●??????? Design
●??????? Planning
●??????? Procurement
●??????? Production
●??????? Quality
●??????? Installation
●??????? Service and Spares
●??????? Finance
●??????? HR
●??????? Cross-Functional Teams (e.g. Project team, New Product Development & Introduction team)
●????? Key Customers and Suppliers* (optional)?
*Interaction with key customers and suppliers will bring in additional perspective
Direct observation involves visit to different locations. The objective of direct observation is for our team to better understand the current reality at the company and clarify the points picked up during discussion phase.
Data Analysis will involve analysis of financial, operational and transactions data. The objective of data analysis is for the team to get better acquainted with your business and validate the problems or undesirable effects (UDEs) picked up during Discussions. Data analysis will be included as part of Assessment presentation to the senior leadership team.
Data requirement is given below:
●??????? Financial and Non-Financial Data to understand the performance trend over last 3 years
●??????? Operations measures of Lead Time, On-time in Full (OTIF), Inventory Turns over last 3 years
●??????? Transaction data of Purchase, Sales, Production, Inventory, Receivables, Payables for last 104 weeks
●????? Sample Bill of Material of key products
●????? Projections for next 2 years