Tools and Templates

Customer Journey Map Customer journey mapping (or journey mapping) is a visual story of how your customers interact with and experience your products, processes, and services.The customer journey map is a visual map that illustrates the customers’ processes, goals, needs, and perceptions throughout their interaction and...

Elevator Speech A common framework for helping to articulate why a project is important and what success looks like is to use an Elevator Speech, or Pitch. An Elevator Speech is a short, persuasive speech you use to introduce yourself, your project, or your call to...

Design Sprint A common framework for applying Design Thinking to solve a problem is use of a Design Sprint. The Design Sprint seeks to solve big problems in a rapid fashion, over a week's timeline, using Design Thinking tools.The primary focus of the Design Sprint is to...

Hosting Effective Meetings Meetings are an important part of the organization's ability to share information, build consensus, and making decisions. To get started on improving your organization's meetings, check out the provided resources below. Never Miss an Improvement Nerds Episode Sign up for our newsletter to get the...

5 Whys The 5 Whys exercise helps project teams to identify the root cause issue(s) of a specific problem by repeating the question “Why?” until the underlying root cause issue or issues are identified. As the exercise is performed, the Belt will iterate and dive deeper...

Process Mapping Process mapping is the activity of documenting and visualizing the process steps taken to create/deliver the organization's products and services to its customers. Process maps are useful for many reasons. Process maps help managers and operators to discover opportunities for improvement. In most cases, once...

Forms of Waste The concept of waste is important to understand for a variety of reasons. Waste is the inefficiencies that exist within a process. Waste consumes valuable resources, and in most cases, it goes unnoticed Henry Ford and other improvement gurus have said that, “waste is...

SMART Aim Statement The SMART Aim Statement helps the project team to articulate the project's goal. The acronym SMART stands for specific, measurable, attainable, relevant, and time-bound. Need help completing your SMART Aim Statement?Schedule a 30 minute coach call today and let's talk through the details.  Schedule a...

Problem Statement A good problem statement can serve as the main touchstone for a project team as they undertake any improvement effort. The problem statement helps to create a shared need by clearly explaining what the problem is, where the problem is occurring, who is impacted...

Business Case Canvas The Business Case Canvas provides the Project Sponsor with a framework for presenting the project’s business case to key stakeholders to garner support for prioritizing and activating the project. The Business Case Canvas, like the SBAR can be used as a standardized template...