LEAN

Project Definition Worksheet

Project Number (from your project tracking tool):

Project Title (50 words or less):

Local Champion Name:

Assignment Priority: High Medium Low

Assignment:

LEAN Belt:

Finance Rep Name:

LEAN
Project Definition Worksheet
Lean Methods Group. You may freely modify, distribute and/or reproduce this only if Lean Methods Group's
logo is not altered or removed.
 LEAN Project Definition Worksheet
Step Element Actual
What is the specific project idea?
Is project idea tied to business strategy? Yes / No
Is the project important to achieving the strategy? Describe.
Who is the Customer of the output of the process?
Will the project affect the Customer directly? Yes / No (CTx's)
Will this project create value for the Customer? Describe.
Can the project be completed in less than 4 weeks? Yes / No
Describe the Business Problem

Where does the project idea reside? (Process location)

Has the process been documented? (Existing Process Flows and Maps; Current
state, SIPOC-R) Yes / No

Is the project location a distinct process within a business unit? Yes / No

Is there existing data on the problem that quantifies current performance

results?
How much? What is the extent or magnitude of the problem, as it relates to
the business issue?
The Problem Statement: <What> <Who> <Where> <How much> (Sentence
format) describing the opportunity.
Is there a Champion identified to remove barriers and provide resources?
Who?
Identify and describe the types of wastes in the current state of the process
below:
Overproduction
Conveyance
Describing the Current State

Waiting
Processing
Correction
Motion
Intellect
Inventory
Of the 8 wastes of LEAN, are there sufficient amounts to warrant a project?
Yes / No
Is cycletime a prime indicator of the issue? Yes / No
Is the cycletime issue due to defects (quality)? Yes / No
Is detailed data and statistical analysis required? Yes / No
With respect to the process, are the stakeholders in the project area willing to
Team Assignment

help?
Identify the Process Owner (person with primary responsibility for ongoing
operation of impacted process).
Identify the project team members (typically 3-6 people who have a good
level of expertise or process knowledge).
Identify the project approval team (people required to approve the project
Project Launch

before it can be started or implemented).

Obtain the necessary approval signatures to launch the project.
Are there other process initiatives (in work) that would be affected by this
project? If yes, what are they?
Process Current State
 Lean Methods Group. You may freely modify, distribute and/or reproduce this only if Lean Methods Group's logo is not altered or
removed.