Part 1: Creating Your Six Sigma template – Project Vision & ROI

(If you missed the beginning of this series, click here)

At Traction Consulting Group, we have created our own custom process to improve sales and operations processes, while ahering to the Six Sigma toolset.  These series of posts will not only walk you through it, but also give you a good background in StreamWork and how you may be able to apply it within your own process improvement initiatives.

Create a new StreamWork template

Log into StreamWork.  Once there, click on the “Activities” tab.

Once there, click on “My Templates”, then click on the “New Template” button.   This will initiate the creation of a new blank template in StreamWork.

Once you have the New Template screen, give it a name and a description.

You should then be taken into a blank “work canvas”.

Here, we want to add our first Tool, the “Decision”.  To do this, click on the “Add Tool” button, and you should see it directly in the list:

Once the Decision tool is added, you need to change the description, and add the “template” text to define the Problem Statement.  To do so, click on the title of the tool “Decision”, and it should automatically turn into a Edit box.  Here you can see I changed the name of my box to “Problem Statement”.  Next, you need to define “what” needs to be decided.  Here, I have added some default text to frame the problem statement – essentially I want to make sure that for every project we are defining the problem, as well as tie it to some form of ROI.

Once done, click on the “Save” button to save the Problem Statement section.

Now that we have our Problem Statement section created, we need to make sure it has “action”.  You see, in StreamWork, the primary Activity is just a placeholder – maybe someone comes here and fills it out, maybe they don’t.  Instead, each Tool within StreamWork can have “Action Items”.  These serve as the To Dos of the system.

So, in this case, I am going to make a two Action Items – one noting that we need to define this problem statement and the ROI, and a second assigned to the management team to “approve” or decide on this project.  To do this, I need to click on the Action Items tab next to the Problem Statement, and click on the “New Action Item” button.

For the first action item, I am simply going to ask a set of users to finish this section, and mark it “complete”.  However, since this is a template, I do not want to assign it right now – so I will make an “unassigned” task.  (When I kick off a live project later in this series, you will see how the “assignments” come into play).

Next, I will create a second Action Item which will later be assigned to the manager to approve this project scope and projected ROI.  (For this task, note how I left the “To be completed by” person.  This is due to to the fact that I approve all of the scope and ROI statements before sending to the customer.  So, no need to do additional assigning work later – we can take care of this now in the template).

Once this is done, you should then be able to see both tasks in the Action Items list of the Tool.

The final step is to give your Tool some detailed instructions.  This is mostly helpful in providing “self service” instructions to your users.  We can do this on the “About” tab of the tool.

That’s it!  Your Template is now under way – you have the first section done.  Next we will add a way to document the 4m for this project.  Stay tuned!