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National Guard
Black Belt Training
Module 05
CPI Roles and Responsibilities
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CPI Roadmap – Define
8-STEP PROCESS
6. See
1.Validate 2. Identify 3. Set 4. Determine 5. Develop 7. Confirm 8. Standardize
Counter-
the Performance Improvement Root Counter- Results Successful
Measures
Problem Gaps Targets Cause Measures & Process Processes
Through
Define Measure Analyze Improve Control
ACTIVITIES TOOLS
• Identify Problem •Project Charter
• Validate Problem Statement •Project Selection Tools
• Establish Strategic Alignment •Value Stream Map
• Gather Voice of the Customer & Business •Various Financial Analysis
• Create Goal Statement •Effective Meeting Skills
• Validate Business Case •Stakeholder Analysis
• Determine Project Scope •Communication Plan
• Select and Launch Team •SIPOC Map
• Develop Project Timeline •High-Level Process Map
• Create Communication Plan •Project Management Tools
• Prepare High-Level Process Map / SIPOC •VOC and Kano Analysis
• Complete Define Tollgate •RACI and Quad Charts
•Strategic Alignment
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Note: Activities and tools vary by project. Lists provided here are not necessarily all-inclusive. UNCLASSIFIED / FOUO
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Learning Objectives
Explain CPI roles and responsibilities
Understand DACI chart
Discuss role of change agent
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CPI Deployment Roles
• Owns vision, direction, business results
• Leads change
• Allocates Resources
• Owns Value Streams
CPI Office Line Departments
Executive
• Owns Deployment Plan Leadership
• Owns Communication • Owns Project Charter
Plan • Owns Financial Results
Deployment Project • Removes Barriers
• Reports Metrics Director Sponsor/Owner
All Employees
• Provide data and voice of
Master customer inputs
Black Belts Team
• Apply concepts to their own Members
• Trains Black Belts jobs and work areas
• Leads Enterprise-wide
Projects • Participate in CPI Events and
• Full-time position Projects
• Part time
Black Belts Green Belts
• Lead and/or support CPI
• Expert on CPI Principles and Events & Projects
Tools • Full time or part time role
• Leads CPI Events & Projects
• Trains & Coaches Green Belts
• Full time or part time role 4
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CPI Deployment Director Roles
Head of the CPI Office (normally full-time)
Owns the CPI Deployment plan
Owns the Communication plan
Captures metrics
Reports directly to the organization’s
commander
Breaks down organizational barriers
Strategically aligns, recommends and
prioritizes projects
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Project Sponsor Responsibilities
Must have a vested interest in success of the project
Empowers the team
Breaks down barriers
Responsible for project charter
Must commit to active support
– Helps kick off project
– Meets regularly with Black Belt to review progress
– Attends the final out-brief
Signs off on Project Tollgates
Celebrates project success
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Process Owner Responsibilities
Individual(s) responsible for the implementation of
process changes
Can be (but does not have to be) Project Sponsor or
Black Belt
Works with Project Sponsor to develop project
charter
Must commit to active support as full time or part
time team member – no surprises!
Signs off on Project Tollgates
Implements process sustainment
Collects, monitors and reports benefits
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Resource/Financial Manager
Helps to determine financial and operational
benefits of the project
Signs off on Financial Benefit estimates at the
Measure and Control phases of the project
Often collects and reports benefits
Validates actual financial and operational
benefits achieved
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Master Black Belt Responsibilities
Provides leadership and guidance for CPI
implementation
Provides guidance and counsel to the site
Commander, CPI Office, Senior Leadership,
Project Sponsors, and Belts in CPI efforts
MBB may also be assigned to enterprise-wide
projects and Value Stream transformations
Train and mentor belts
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Black Belt Responsibilities
Assist Project Sponsor and teams to lead, schedule,
plan and facilitate at least 2 CPI projects
Often assigned to Value Stream transformations
Full time or part time
Train and/or mentor Green Belts and team members
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Green Belt Responsibilities
Under the guidance of a Black Belt:
Lead, schedule, plan and facilitate CPI events
and projects
Assist team with outbriefs
Capture results, lessons learned and future
opportunities
Normally works for the Project Sponsor and
may be part-time or full-time
Train and mentor team members
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Team Responsibilities
Cross functional team including:
Members from the work area (inside
eyes – minimum 1/3)
Members from outside work area (outside
eyes willing to question non-value added
activities)
Customer (internal/external) voice
Suppliers/Partners/Safety Rep/Quality Rep
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Use SIPOC to Find Team Members
Outside Stakeholders: Regulatory Agencies, etc.
Process
Suppliers Process Process Step Process
Step 1 2 Step 3
Safety
Process Process Process
Quality Step 4 Step 5 Step 6
External Customer(s):
Those who receive or use
your product or service,
outside your organization
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The Roles of Change
Process Owners/Project Sponsors:
– The individual or group who has the power to
sanction or legitimize change
– Responsible for creating an environment that
enables the necessary changes to be made on
time and within budget
Change Agents:
– The individuals or groups who are responsible
for actually making the change
– Understand and diagnose the problem, develop
a plan to address the problem and execute the
change effectively (Green Belts, Black Belts,
and Team Members)
SOURCE: Daryl C. Conner “Managing at the Speed of Change” 14
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DACI Chart
Defines roles of team members as:
Driver – Responsible for completing
project deliverables
Approver – Responsible for Project
Charter and tollgate approvals
Contributor – Team members and
resources supporting the project
Informed – Other stakeholders essential
to success of the project
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Cross Functional Team Template
Team Members
Name Role Affiliation DACI
Black Belt Driver
Master Black Belt Driver
Project Sponsor Approver
Process Owner Approver
Contributor
Contributor
Contributor
Contributor
Inform
Inform
Inform
Inform
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NG CPI Tollgate Approvals
8-STEP PROCESS
1. Validate 2. Identify 3. Set 4. Find Root 5. Develop 6. See C-Ms 7. Confirm
8. Standardize
Problem Gaps Targets Cause C-Ms Through Results
Define Measure Analyze Improve Control
Project Charter
• Problem Stmt Detailed As Is Process Potential Xs “To Be” Process Map Process Control Plan
• Defect Definition Map • Brainstorming
• 5 Whys Solution Generation / Process Owner
• Goal Statement Fishbone Prioritization
Value Stream Map • Accountability
• Project Scope Key Process Metrics • Affinity Diagram
• Business Impact
• Strat Alignment Data Collection Plan Critical Xs Improvement Strategy Updated Financial
• Cause & Effect Matrix • Improvement Model Benefits
Measure Systems
Sponsor & Team • Hypothesis Testing • Implementation Plan
Analysis • Pilot Replication Opportunities
• Regression
Replication Check Data Collected • “X” Improvement Target
• Time Studies
Measurable Y Baseline Data Analysis • Theory of Constraints Mistake Proofing Project Documentation
Voice of Customer • Descriptive Stats of revised policies,
FMEA SOP’s, procedures, and
Customer Specs • Graphs • Risk Analysis
training
Voice of Business • Pareto Charts • Risk Mitigation Plan
Project Timeline Est Financial Benefits FMEA Visual Process Control
• Risk Analysis Tools (Optional)
Communication Plan Control Charts (as • Risk Mitigation Plan
• Stakeholder Analysis needed)
High Level Process Process Capability Control Charts
Map (SIPOC) Process Capability
I accept the Define I accept the Measure I accept the Analyze I accept the Improve I accept the Control
Tollgate Tollgate Tollgate Tollgate Tollgate
(Sponsor) (Sponsor) (Sponsor) (Sponsor) (Sponsor)
(Process Owner) (Process Owner) (Process Owner) (Process Owner) (Process Owner)
(MBB) (MBB) (MBB) (MBB) (MBB)
(Finance Owner) (Finance Owner)
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DACI Roles
CPI Deployment Director - Informed
Project Sponsor - Approver
Process Owner - Approver
Resource/Financial Manager - Contributor
Master Black Belt - Driver
Black Belt - Driver
Green Belt – Driver or Contributor
Team Member - Contributor
Other Key Stakeholders - Informed
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Takeaways
CPI Deployment Director Roles
Project Sponsor Responsibilities
Process Owner Responsibilities
Resource/Financial Manager Responsibilities
Master Black Belt Responsibilities
Black Belt Responsibilities
Green Belt Responsibilities
Team Responsibilities
The Roles of Change
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What other comments or questions
do you have?
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