A3 Status Review Form (from Getting the Right Things Done)
A current-status or yearend review A3 is a one-page storyboard on 11-inch by 17-inch paper that summarizes the status of an important strategic planning initiative, such as our Customer Satisfaction strategy. Normally, we use them at our midyear and yearend strategic planning reviews.
The yearend review A3 comprises two main boxes: the top box provides an overview of how we're doing with respect to our critical end-of-pipe metrics (e.g. revenue, profit, customer delivery, quality rates, lost time injury rate, etc.) including the target and actual measures, a rating, and a brief explanation. The second box provides an overview of our activities, and usually reflects what's been prescribed on the action plan of the right side of our strategy A3. Again, we provide activity targets and actual measures, ratings, explanations, and next steps.
Getting the Right Things Done, from which this example is taken, Pascal Dennis outlines the nuts and bolts of strategy deployment, answering two tough questions that ultimately can make or break a company's lean transformation.
- What I've Learned About Planning and Execution
- Mike Hoseus on Hoshin Kanri
- White Paper: Strategy Deployment
Forms to download:
Getting the Right Things Done
A major problem in a lean transformation is taking on too many initiatives at once. Policy Deployment guides you in "de-selecting" initiatives down to the ones the organization can really achieve while aligning them with company strategic objectives.
Managing to Learn: The Use of the A3 Management Process
This workshop introduces the A3 management process and the way of thinking represented in the A3 format that capture the heart of lean management. Participants will be provided an overview of various forms and uses of the A3 format and will have an opportunity to create their own A3. Working in small groups, they will be able to read, discuss, and evaluate each another’s A3s.