A3 Action Plan Form (from Getting the Right Things Done)
The action plan template helps us define the who, what, when, where, and how of our plan on one page. It also helps us track progress and highlight problems so we can take action. Action plans help us deploy our mother A3 strategies effectively. We need to ask: What does this mother A3 mean for my section? How do I translate the mother A3 into meaningful tactics? Once we've written our first draft action plan, we need to engage our team members by asking, "what do you think?" Thus, the plan becomes their plan—creating ownership is fundamental to deployment.
Some organizations find it useful to put blank action plan templates on pads of paper and make them available to team leaders and group leaders, and this template can serve that role: Some people aren't comfortable with computers, and we want to make deployment as easy as possible. It's also a good idea to hold learning sessions (called "lunch and learns" at some companies) where people learn the planning and execution basics.
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.