Wiki BoK Levels |
In
traditional Lean Six Sigma this level is known as Lean Six Sigma White Belt |
In
traditional Lean Six Sigma this level is known as Lean Six Sigma Yellow Belt |
In
traditional Lean Six Sigma this level is known as Lean Six Sigma Green Belt |
In
traditional Lean Six Sigma this level is known as Lean Six Sigma Black Belt |
In
traditional Lean Six Sigma this level is known as Lean Six Sigma Master Black
Belt |
Our
aim is not to invent new frameworks and terminology, but to integrate and
leverage the individual merits of each respective BoK where appropriate. |
These columns are for reference and example only, and are not
intended to be an exhaustive list. |
Category
Name |
Concept Name |
Knowledge
Element Number |
Knowledge
Element Name |
Description |
Level 1 |
Level 2 |
Level
3 |
Level 4 |
Level 5 |
Supporting
BoK |
Enabling
Skill, Knowledge, or Behavior
(Examples are a Short List for Reference) |
Enabling
Templates, Forms, or Methods
(Examples are a Short List for Reference) |
Enabling
Software, Hardware, or Application
(Examples are a Short List for Reference) |
People |
Leadership |
1 |
Facilitate Decision Making |
The
process of making choices through identification of critical factors,
evaluating options, anticipating outcomes, and navigating risk |
-Identify and deliver requested
information and data to allow leaders the ability to make an informed decision |
-Identify and deliver requested
information and data to allow leaders the ability to make an informed decision |
-Differentiate who makes which
decisions for the team |
-Apply the elements of good
decision making (see description)-Facilitate the action(s) when a decision has been made |
-Analyze decions made by the
project team and recommend course corrections if applicable
-Coach others on the elements of making good decisions (see description) |
|
-Consensus building
-Nemawashi (Japanase) |
-Strategic Execution Model (SEM) |
-Powersteering
-Minitab Engage
-Instantis |
People |
Leadership |
2 |
KPI/OKR Alignment |
KPI/OKR influence and drive the
behaviors of the enterprise from top to bottom |
-Recall organizational KPIs/OKRs |
-Recall organizational KPIs/OKRs |
-Understand how process-level
metrics support applicable KPIs/OKRs
-Describe different levels of KPIs/OKRs |
-Develop improvement projects to
achieve KPI/OKR results
-Facilitate and apply improvement projects to meet KPIs/OKRs |
-Synthesize KPIs/OKRs from top
to bottom of the organization, and align across the enterprise
-Design improvement program to support and align to KPIs/OKRs |
|
-Enterprise process management |
-Strategic Execution Model (SEM) |
-Powersteering
-Minitab Engage
-Instantis |
People |
Leadership |
3 |
Strategic Planning, Alignment,
and Execution |
Uniting vision to mission and
aligning continuous improvement efforts to enterprise strategy through
end-to-end value stream analysis |
-Recall the enterprise vision
and mission |
-Recall the enterprise vision
and mission |
-Explain the enterprise vision
and mission
-Understand how a project aligns with the enterprise vision and mission |
-Facilitate improvement efforts
that align with the vision and mission |
-Create the continuous
improvment strategy supporting the vision and mission
-Synthesize continuous improvement activities that support and align to the
vision and mission |
|
-Enterprise process
management
-Hoshin Kanri |
-Strategic Execution Model (SEM) |
-Powersteering
-Minitab Engage
-Instantis |
People |
Leadership |
4 |
Leaders as Coaches |
Coaching enables the team to
succeed, and leaders must be able to coach the vision and mission -
one cannot be a Leader without being a coach |
-NR |
-NR |
-NR |
-Apply coaching techniques to
your projects
-Develop Levels 1-3 teammates in improvement methodologies |
-Analyze Level 4 coaching
ability
-Identify and develop coaches and design coaching culture across the
enterprise |
International Coaching Federation- Professional Coaching Association |
See supporting BoK |
See supporting BoK |
See supporting BoK |
People |
Leadership |
5 |
Whole Person Intelligence |
Effective leaders and teams are
well-rounded and collectively possess all three smarts (i.e., book,
emotional, and street) |
-NR |
-Define the different types of
smarts |
-Understand and explain the
smarts
-Differentiate between the smarts and when each is required |
-Apply your strengths
-Interpret and navigate your weaknesses |
-Analyze strengths and
weaknesses in others
-Analyze your weaknesses and develop strategies around them them |
www.franklincovey.com |
See supporting BoK |
See supporting BoK |
See supporting BoK |
People |
Leadership |
6 |
Virtual Leadership |
Inspire, motivate and enable
teams to succeed in a virtual or blended environment |
-NR |
-Identify what to expect from a
leader in a virtual environment |
-Explain effective virtual
leadership traits and behaviors
-Differentiate effective and ineffective virtual leadership |
-Develop virtual engagement plan
to maintain a line of communication
-Facilitate the inspiration, motivation and enablement of virtual teams |
-Create a culture of
inspiration, motivation and enablement
-Analyze team health and well-being both emotionally and physically |
Leadership Training Solutions (johnmaxwell.co) |
See supporting BoK |
See supporting BoK |
See supporting BoK |
People |
Leadership |
7 |
Virtual Management |
Oversee team as they accomplish
tasks, goals and objectives in a virtual or blended environment |
-NR |
-Identify what to expect from a
manager in a virtual environment |
-Explain effective virtual
management traits and behaviors
-Differentiate effective and ineffective virtual management |
-Develop virtual engagement plan
to maintain progress toward goals and objectives
-Facilitate the execution of the mission and tasks to accomplish goals and
objetives |
-Analyze health and well-being
of the progress toward goals and objectives
-Create course correction plans as appropriate |
|
-Create collaborative
environment
-Manage team conflict |
Miro and Mural templates |
-MS Teams
-Dropbox
-Miro / Mural |
People |
Leadership |
8 |
Candidate Selection / Assessing
Talent |
Being able to correctly assess a
candidate's ability, capability and potential to progress through the levels
of continuous improvement |
-NR |
-NR |
-NR |
-Interpret candidate's
knowledge, skills, abilities and potential for progression
-Construct an individual development plan with candidates |
-Analyze candidate's performance
and progress
-Recommend candidate's with the appropriate knowledge, skills, ability and
potential for progression |
|
Analyze and interpret candidate
resumes, job applications, and interview responses |
Applicant tracking system (APS) |
-Workday
-Oracle Taleo |
People |
Teaching and Learning |
1 |
Mentoring |
An agreed upon repriprocal
learning partnership where the mentor assists in the development of mutually
defined knowledge, skills, abilities and thinking |
-Identify the need for a mentor
and request one |
-Identify the need for a mentor
and request one |
-Explain the benefits a mentor
provides and request one
-Differentiate your strengths and weakensses for a potential mentee role |
-Develop the knowledge, skills
and abilities of a mentor
-Construct a level 1-3 mentor program |
-Design a mentorhsip program
within your portfolio
-Identify and recommend who would make a good mentor for different
strenghts and weaknesses |
|
- Emotional intelligence
-Communication skills |
Tool within MentorCloud |
MentorCloud |
People |
Teaching and Learning |
2 |
Facilitation (Virtual,
Face-to-Face, Blended) |
To lead a team by asking
questions, mediating opposing viewpoints, and ensuring all team members'
viewpoints are heard |
-NR |
-Define the elements of
effective facilitation |
-Differentiate strategies for
engaging individual team members
-Understand the importance of moving the team to consensus |
-Develop team trust
-Apply the elements of effective facilitation |
-Create an environment for a
flow of ideas to maximize performance
-Recommend alternate ways to redirect the team when they are stuck |
|
Intimate knowledge of learning
styles: Auditory, tactile, visual, kinesthetic |
VARK questionarre |
- MS Teams
-Zoom
-Augmented reality / virtual reality |
People |
Teaching and Learning |
3 |
Knowledge Management |
The set of processes relating to
creating, sharing, using, storing and managing knowledge to support
organizational learning |
-NR |
-Recall where the knowledge
management portals are within the organization |
-Explain how the knowledge
management portals work
-Differentiate what knowledge goes into what portal |
-Facilitate updates to knowledge
management portals
-Apply leveraged opportunities and best practices from knowledge management
portals |
-Synthesize knowledge management
portals to support organizational learning and leverage potential
opportunities and best practices
-Design policies for knowledge management for continuous improvement |
|
-Information management
-Data management |
-Failure modes and effects
analysis |
-Sharepoint
-Knowledge managment systems
-Slack |
People |
Teaching and Learning |
4 |
Learning Management |
Managing the learning and
development within the organization |
-NR |
-Recall the importance of
learning management in the organization |
-Understand the importance of
learning management in the organization |
-Develop a learning and
development roadmap for continuous improvement within the organization |
-Analyze the learning management
system within the organization
-Make recommendations on how to improve the learning management within the
organization |
|
-Information management
-Data management |
-Virtual learning
environments
-Mobil learning platforms
-Khan Academy |
-Sharepoint
-Learning management systems |
People |
Teaching and Learning |
5 |
Benchmarking |
The process of evaluation by
comparison to a standard or best-in-class |
-Define benchmarking |
-Define benchmarking |
-Understand where to apply
benchmarking |
-Apply benchmarking
techniques
-Facilitate benchmarking events |
-Analyze and recommend the type
of benchmark event needed (e.g., internal, functional, competitive,
strategic)
-Recommend, based on benchmarking events, activities to close the gap |
|
-Humility
-Industry knowledge |
-Benchmarking databse
-House of quality
-Balance scorecard |
-APQC
-SigmaXL |
People |
Teams |
1 |
Team Dynamics |
How a team interacts,
communicates and works together to meet its goals |
-Identify your role on the team |
-Identify your role on the team |
-Differentitate the different
team roles
-Understand the key drivers of behavior |
-Apply different team
roles
-Facilitate cross behavioral teams |
-Analyze team behavior
-Recommend guidance based on team behavior |
StrengthsFinder 2.0 | EN - Gallup |
See supporting BoK |
See supporting BoK |
See supporting BoK |
People |
Teams |
2 |
Team Roles and
Responsibilities |
Identify the roles and
responsibilities for team members and key stakeholders |
-NR |
-Recall the different team roles |
-Describe the responsibilities
of each role
-Understand the importance of each role |
-Appy knowledge of roles and
responsibilities to execute continusous improvement |
-Develop the roles and
responsibilities for project teams
-Coach roles on how to perform their responsibilities |
Belbin | High Performing Teams |
See supporting BoK |
See supporting BoK |
See supporting BoK |
People |
Teams |
3 |
High-Performing Teams |
Teams that are empowered,
achieve common goals, and share a common purpose, leadership responsibility
and trust |
-Identify common goals and
purpose for the team |
-Identify common goals and
purpose for the team |
-Summarize key characteristics
and behaviors of a high performing team
-Understand how people work together to create high peforming teams |
-Develop a plan to address
weaknesses within the team
-Facilitate high peforming teams |
-Create and nurture high
peforming teams
-Coach high performing teams |
Leadership, Facilitation and Training Development (superteams.com) |
See supporting BoK |
See supporting BoK |
See supporting BoK |
People |
Teams |
4 |
Team Member Selection |
Ensure the right people, with
the right skills, at the right cost, at the right place, and at the right
time |
-NR |
-Recall the importance of having
the right people on the team |
-Understand the expertise
required for the team
-Differentiate who possess the expertise |
-Facilitate SME's at the right
place at the right time |
-Analyze the cost (hard and
soft) of resourcing the team
-Recommend strategic workforce planning improvement |
Belbin | High Performing Teams |
See supporting BoK |
See supporting BoK |
See supporting BoK |
People |
Culture |
1 |
Effective Communication |
Develop a culture of effective
communication |
-Identify the importance of
effective communication at all levels |
-Identify the importance of
effective communication at all levels |
-Explain the importance of
communication at all levels
-Understand how you need to communicate with your teams |
-Develop a communication plan to
engage key stakeholders
-Facilitate communiction on your project teams |
-Create a culture of effective
communication at all levels
-Recommend strategies to improve communication throughout the organization |
|
- Cultural awareness
- Active listening |
-Stakeholder analysis
-Communication plan |
-MS Teams
-Zoom |
People |
Culture |
2 |
Accountability |
Making and keeping commitments
to yourself, your team, and your organization |
-Recall the importance of
accountability and follow-through |
-Recall the importance of
accountability and follow-through |
-Differentiate between
responsible and accountable
-Understand what you are accountable for in your role on the project team |
-Develop accountability in your
project team |
-Analyze accountability in your
sphere of influence
-Design the accountability structure in your sphere of influence |
|
- Follow-through
- Results validation |
-Daily walk board
-RASCI |
-Miro
-Kanbanize |
People |
Culture |
3 |
Organizational Change |
The system of creating a climate
for change, engaging and enabling the organization, and sustaining change |
-NR |
-Identify the importance of
change in the process of improving |
-Understand what needs to change
and why
-Describe change management and roles and responsibilities of
organizational change agents |
-Apply change management models,
tools, techniques and/or procedures |
-Synthesize a change management
model with improvement methodologies (e.g., Kotter)
-Recommend the most appropriate models, tools, techniques and/or procedures
for change management (e.g., ADKAR) |
Strategy Execution and Change Management Consultants - Kotter (kotterinc.com) |
See supporting BoK |
See supporting BoK |
See supporting BoK |
People |
Culture |
4 |
Organizational Resiliency |
Foster a culture of agility,
adaptability, and self-sufficiency |
-NR |
-Identify how your role
participates in organizational resiliency |
-Understand the importance of
organizational resiliency
-Explain how your organization prepares for organizational resiliency |
-Facilitate resilient
teams
-Develop resilient teams |
-Coach resilient teams and
leaders
-Analyze the organization's resiliency in continuous improvement and make
recommendations based on the findings |
|
-Risk management
-Change management
-Mindfulness |
-FMEA
-Kotter's eight step model |
-Service now
-AIAG CTS |
People |
Culture |
5 |
Diversity, Equity and Inclusion |
Leverage DE&I resources to
create an environment where all team members feel accepted, encouraged,
and empowered. An environment where
differences are welcome and different perspectives are respectfully heard, advancing
the organization's collective capabilities. |
-Recall the key tenets of
DE&I |
-Recall the key tenets of
DE&I |
-Differentiate diversity,
equity, and inclusion |
-Develop the culture of DE&I
within your sphere of influence |
-Recommend improvements for gaps
in DE&I |
|
-'Active listening
-Create a safe space |
-Chat funtion |
-MS Teams |
Process |
Project Management |
1 |
Project Selection |
Identify and select projects
that align with organizational goals and objectives |
-Identify organizational goals
and objectives |
-Identify organizational goals
and objectives |
-Understand the process of
project selection
-Descrive how a project aligns with organizational goals and objectives |
-Facilitate project selection
workshops
-Develop and maintain backlog of
projects that align with organizational goals and objectives |
-Recommend enterprise level
projects that align with organizational goals and objectives
-Analyze potential projects and validate they align with organizational
goals and objectives |
Project Management Institute | PMI |
Achieving Business Agility and Agile Planning | Scaled Agile |
-Strategic Execution Model |
See supporting BoK |
Process |
Project Management |
2 |
Project Initiation |
Define the project goal(s) and
objectives and establish project leadership and team members |
-Recall the elements of the
project charter |
-Recall the elements of the
project charter |
-Explain the elements of the
project charter
-Understand the importance of the project charter |
-Facilitate development of the
project charter
-Interpret strengths and weaknesses of the team's project charter |
-Coach the project team on
charter development and leadership on how to articulate elements of the
charter
-Analyze the project charter for completeness and accuracy |
Project Management Institute | PMI |
Achieving Business Agility and Agile Planning | Scaled Agile |
-DMAIC toolkit |
See supporting BoK |
Process |
Project Management |
3 |
Project Planning |
Solidify scope, revise goal(s)
and objectives and create the plan of action to achieve those goal(s) and
objectives |
-Recall the elements of a good
plan of action |
-Recall the elements of a good
plan of action |
-Understand the importance of
creating a cohesive and comprehensive plan of action
-Explain how to scope a project and identify key goal(s) and objectives |
-Develop project scope, goal(s)
and objectives
-Construct a cohesive and comprehensive plan of action |
-Analyze the scope, goal(s),
objectives and plan of action
-Coach key leaders and Levels (belts) on developing scope, goal(s),
objectives and plan of action |
Project Management Institute | PMI |
Achieving Business Agility and Agile Planning | Scaled Agile |
-DMAIC toolkit |
See supporting BoK |
Process |
Project Management |
4 |
Project Execution |
Organize and manage resources to
bring about the successful completion of specific project milestones |
-NR |
-Recall the steps to execute a
project |
-Describe the steps for
executing a project
-Understand the deliverables of each step |
-Faciliate the steps to execute
a project
-Interpret the completion of each
project milestone |
-Analyze the work done at each
step of the project
-Recommend improvements based on analysis |
Project Management Institute | PMI |
Achieving Business Agility and Agile Planning | Scaled Agile |
-DMAIC toolkit |
See supporting BoK |
Process |
Project Management |
5 |
Project Monitoring and
Controlling |
Organize and manage resources to
put long term controls in place, re-baseline the process and validate project
goal(s) and objectives |
-NR |
-Recall the importance of
re-baselining and validating the improved process |
-Explain the process re-baseling
and validating the improved process
-Understand if project goals and objectives were achieved |
-Interpret if the process is in
a state of control after improvements have been made
-Facilitate the resources to re-baseline and validate the project goal(s)
and objectives |
-Analyze controls
-Recommend refinements based on analysis as well as achievement of goal(s)
and objectives |
Project Management Institute | PMI |
Achieving Business Agility and Agile Planning | Scaled Agile |
-DMAIC toolkit |
See supporting BoK |
Process |
Project Management |
6 |
Project Closing |
Organize and manage resources
to bring the project to a close; debrief with stakeholders and project
leadership, and finalize next steps (e.g., hand-offs, sprints, beta projects,
lessons learned) |
-NR |
-List the steps to project
closure |
-Describe the steps of project
closure
|
-Facilitate the steps of project
closure
-Compile lessons learned |
-Recommend opportunities for
next sprint/beta project initiation
-Recommend team members for recognition |
Project Management Institute | PMI |
Achieving Business Agility and Agile Planning | Scaled Agile |
-DMAIC toolkit |
See supporting BoK |
Process |
Project Management |
7 |
Risk Management |
An uncertain event or condition
that, if it occurs, has a positive or a negative effect on at least one
organizational objective. Project risk, such as time, cost, scope; process
risk, such as legal, safety, quality business. A risk may have one or more
cause and, if it occurs, one or more impact. (Adapted from PMI) |
-Recall the key concepts of risk
management |
-Recall the key concepts of risk
management |
-Differentiate between positive
and negative risk as well as project and process risk
- |
-Apply risk management for your
project
-Facilitate risk management for your project |
-Synthesize the key concepts of
risk management to develop a strategy for risk management
-Coach risk management |
Project Management Institute | PMI |
Achieving Business Agility and Agile Planning | Scaled Agile |
-DMAIC toolkit |
See supporting BoK |
Process |
Improvement Approach |
1 |
Waste |
Identify and reduce
non-value-added activities within the process |
-List the types of waste |
-List the types of waste |
-Explain the types of
waste
-Differentiate between NVA that may be eliminated and NVA that should be
minimized |
-Facilitate the team in
identifying and reducing NVA in the process
-Interpret NVA, VA and NVA-R within the process |
-Coach the team on identifiying
and reducing NVA in the process |
|
-Gemba walk or waste walk
-Eight wastes (DOWNTIME) |
-Value stream analysis |
-Miro
-Mural |
Process |
Improvement Approach |
2 |
Variation |
Identify and reduce variation
within the process |
-Recall the different types and
sources of variation |
-Recall the different types and
sources of variation |
-Explain the different types and
sources of variation
-Differentiate the types of variation |
-Facilitate the team in
identifying the different types and sources of variation
-Interpret data to confirm the type and source of variation |
-Analyze the data to confirm the
type and source of variation
-Recommend ways to minimize variation in the process |
|
-Data collection and
analysis
-Graphical interpretation |
-Data collection plan
-Statistical tools and methods |
-SigmaXL
-Minitab
-R, Python |
Process |
Improvement Approach |
3 |
Constraints |
Identify and eliminate
constraints within the process |
-List the steps in constraint
management |
-List the steps in constraint
management |
-Understand the importance of
beginning every project by identifying and eliminating the constraints
-Differentiate between a constraint and a bottleneck |
-Facilitate the team in
identifying constraints within the process
-Construct a plan to eliminate constraints |
-Analyze the process to identify
and eliminate constraints within the process
|
|
-Systems thinking
-Problem-solving |
-Takt chart |
-SigmaXL |
Process |
Improvement Approach |
4 |
Go and see the work being done |
Go to where the work is being
done and observe the actual process |
-List the answers to the
"go and see" questions |
-List the answers to the
"go and see" questions |
-Understand the importance of
"go and see"
-Summarize the findings from "go and see" |
-Facilitate the act of going and
seeing
-Interpret findings from "go and see" |
-Create the "go see"
questions
-Mentor leadership to see the unseen in processes and throughout the
organization |
|
-Active listening
-People skills |
-Value stream analysis |
-Miro
-Mural |
Process |
Improvement Approach |
5 |
Process Mapping |
Visually display and understand
the process / value stream from end-to-end |
-Identify the key steps in the
process
-Select the appropriate symbol for developing the process map |
-Identify the key steps in the
process
-Select the appropriate symbol for developing the process map |
-Differentiate between inputs
and outputs at each step in the process
-Differentiate between common types of process maps and when to use each |
-Construct a process map
-Facilitate the creation of a process map |
-Analyze the team's process map
-Make recommendations as necessary |
|
-Gemba walk or waste walk |
-Process flow diagram
-Spaghetti diagram
-Journey map |
-IGraphx
-Visio
-BizFlow |
Process |
Improvement Approach |
6 |
Error-Proofing |
Identify areas of high human
touch points and implement practical error-proofing techniques |
-Identify steps with high human
touch points for error proofing |
-Identify steps with high human
touch points for error proofing |
-Differentiate between
prevention and detection techniques
-Understand use cases for both prevention and detection |
-Apply error proofing techniques
to the process
-Facilitate the team as they interrogate the process for error proofing
oppotunities |
-Analyze the team's error
proofing techniques
-Make recommendations on error proofing techniques |
|
-Attention to detail
-Problem solving |
-FMEA
-Mistake proofing tool |
-RFID
-Machine vision
-Sensors |
Process |
Improvement Approach |
7 |
Creating Flow |
Develop a pull system |
-Define a pull process
-Identify bottlenecks and constraints within the process |
-Define a pull process
-Identify bottlenecks and constraints within the process |
-Differentiate between push and
pull systems
-Understand the importance of constraint management |
-Facilitate the identification
of bottlenecks and constraints
-Develop a plan to eliminate bottlenecks and manage constraints |
-Design the pull system
-Coach the team through constraint management |
|
-ToC
-Kanban |
-Kanban
-Andon |
-Andon light
-E-kanban |
Process |
Improvement Approach |
8 |
Standardized Work |
Develop and document standard
procedures |
-Recall the importance of
standard work
-Help develop standard work |
-Recall the importance of
standard work
-Help develop standard work |
-Differentiate the different
types of standard work (e.g., process mapping, SOPs, WI)
-Help develop standard work |
-Faciliate the development of
standard work
-Compile standard work for turnover to the Process Owner |
-Analyze standard work for
accuracy
-Recommend improvements for standard work |
|
-Attention to detail |
-SOP's
-Checklists
-Kaizen |
-MS Excel or Word
-Visual factory
-Hubspot |
Data |
Data Types |
1 |
Qualitative |
Subjective data (e.g., ranking,
quality assessments, etc.) |
-NR |
-List examples of qualitative
data |
-Describe qualitative data
-Understand the usefulness of qualitative data and its limitations |
-Apply appropriate analysis
methods for qualitative data
-Interpret the practical implications of the analysis |
-Coach the team on moving
towards quantitative data (e.g., exam pass/fail to a numerical score)
-Coach the team on the appropriate analysis methods |
|
-Ordinal, Nominal/Categorical,
-Binomial vs Count / Poisson
-Analytical thinking |
-Data collection plan |
-SigmaXL
-Minitab
-R, Python |
Data |
Data Types |
2 |
Quantitative |
Objective data (i.e.,
numerically measured) |
-NR |
-List examples of quantitative
data |
-Describe quantitative
data
-Understand the usefulness of quantitative data and its limitations |
-Apply appropriate analysis
methods for quantitative data
-Interpret the practical implications of the analysis |
-Coach the team on the
appropriate analysis methods |
|
-Interval, Ratio
-Parametric distributions
-Analytical thinking |
-Data collection |
-SigmaXL
-Minitab
-R, Python |
Data |
Financial Data |
1 |
Return on Investment (ROI) and
Return on Effort (ROE) |
Measure value of a project or
event |
-NR |
-Recall the types of ROI (i.e.,
type 1 hard savings) and ROE (i.e., type 2 cost avoidance and type 3 quality
of life) |
-Differentiate the types of
ROI
|
-Facilitate the team in
capturing the ROI
|
-Analyze the teams ROI for
accuracy and missing elements
-Recommend how to capture missing elements |
|
-Type of savings |
-Net present value |
-Quickbooks |
Data |
Financial Data |
2 |
Cost of Quality (CoQ) / Cost of
Poor Quality (CoPQ) |
Resources used for activites
that prevent poor quality, as well as those used once poor quality has been
produced |
-NR |
-List the resources needed for
CoQ and CoPQ |
-Differentiate between CoQ and
CoPQ
|
-Facilitate the CoPQ calculation
-Interpret how the project will impact the CoPQ |
-Analyze the process to capture
CoPQ
-Recommend factors for the CoPQ calculation |
|
-Cost of prevention and detecion |
-COPQ calculator |
-MS Excel |
Data |
Data Collection |
1 |
Data Collection Plan |
Collecting the right data, for
the right reason, at the right time that captures the process output(s) |
-NR |
-List ideas for data to collect
for the project |
-Understand the right data to
collect for the project
-Differentiate between quantitative and qualitative data |
-Facilitate data
collection
-Develop the data collection plan |
-Coach team on data collection
planning and techniques
-Recommend any improvements to the data collection plan |
|
-Asking the Right
Questions
-Understanding sampling strategies
- Voice of the Customer (VoC), Voice of the Buiness (VoB), Voice of the
Employee (VoE), Voice of the Stakeholder (VoS), Voice of the Supplier (VOSUP) |
-Data collection plan |
-SigmaXL
-Minitab
-R, Python |
Data |
Data Collection |
2 |
Data Pedigree |
Quality of a data set including
aspects such as where it came from, how it was obtained, what's been done to
it, what it represents and possible biases/errors |
-NR |
-Identify data pedigree |
-Understand data pedigree
-Explain the importance of data pedigree |
-Interpret how data pedigree can
influence the project
-Apply appropriate tools and methods for data pedigree |
-Coach and recommend other
strategies for different levels of data pedigree |
|
-Primary vs secondary data
sources (authoritative data source)
-Ask the right questions |
-Control charts or other graphs |
-SigmaXL
-Minitab
-R, Python |
Data |
Data Collection |
3 |
Sampling Strategies |
Strategy for collecting data to
provide reliable representative information to answer the questions of
interest |
-NR |
-List common strategies for
sampling |
-Understand when to use
different strategies for sampling |
-Apply the appropriate sampling
strategy based on the question of interest
-Facilitate execution of the sampling strategy |
-Coach and recommend
improvements to the sampling strategies |
|
- Hierarchical / stratification
of data
- Meta-data
- Power and sample size
- Observational vs experimental |
-Data collection plan |
-SigmaXL
-Minitab
-R, Python |
Data |
Data Collection |
4 |
Data Organization / Preparation |
Cleaning and re-organizing data
for use in the software |
-NR |
-Recall the importance of
organizing and preparing data |
-Understand how the data should
be organized for use |
-Construct properly organized
and cleaned data sets |
-Coach and recommend
improvements for cleaning and re-organizing data |
|
-Structured vs
unstructured
-Internet of things
-Data mining
-Feature engineering |
-Normalization
-Standardization
-Stacking and unstacking |
Featuretools on Python |
|
|
1 |
Graphical: visualize the data /
exploratory data analysis |
The right visualization tool for
the right data |
-NR |
-Recall basic visualization
tools for data |
-Differentiate different
visualization tools for different data sets
-Explain what the graphic is visualizing |
-Apply the right visualization
tool for the data set
-Interpret what the graphic is visualizing |
-Recommend the right
visualization tool for the data set
-Analyze the graphics for underlying patterns and causes |
|
- Tabular
- Visual |
-Pivot tables
-Heat maps
-Histograms |
-SigmaXL
-Minitab
-Tableau
-PowerBI |
Data |
Data Analysis |
2 |
Analytical: descriptive
statistics |
Calculations that describe,
analyze, and summarize the features of a data set, such as location,
variation, and shape |
-NR |
-Recall location, variation, and
shape concepts |
-Explain basic statistical
calculations (e.g., average, CLT)
-Understand what descriptive statistics relate to location, variation, and
shape |
-Interpret the statistics, how
they tie into the project phases
-Construct an analysis of descriptive statistics in the software |
-Analyze basic through advanced
statistics
-Recommend next steps based on analysis |
|
- Qualitative vs
quantitative
- Time-based/sequential |
-Basic statistics summary
(min-max, range, histogram, boxplot, etc.) |
-SigmaXL
-Minitab
-PowerBI |
Data |
Data Analysis |
3 |
Analytical: inferential
statistics |
Using descriptive statistics to
infer (predict) parameters of the population |
-NR |
-NR |
-Understand basic inferential
statistical analysis (e.g., hypothesis testing, distributions) |
-Apply appropriate inferential
statistical analysis
-Interpret inferential statistical analysis outputs (e.g., p-values, t
stats) |
-Analyze basic through advanced
statistics (e.g., design of experiments)
-Recommend next steps based on analysis |
|
-Parametric vs
nonparametric
-Quantitative vs qualitative
-Time-based/sequential
-Asking the right questions |
-Hypothesis testing
-Confidence intervals
-Control charts |
-SigmaXL
-Minitab
-R, Python |
Data |
Data Analysis |
4 |
Practical: data interpretation,
translation and insights |
Understand from a practical
standpoint how a statistical analysis impacts the process |
-NR |
-NR |
-Differentiate between
statistical and practical significance
-Summarize the practical impact on the project |
-Interpret the practical
significance and explain what it means for the project
-Develop plans to achieve significant practical impact |
-Synthesize the statistical and
practical analysis for further insights
-Recommend next steps based on analysis |
|
-Asking the right
questions
-Domain knowledge
-Practical vs statistical significance |
-Confidence intervals
-Power and sample size |
-SigmaXL
-Minitab
-R, Python |
Data |
Data Characterization |
1 |
Metrics |
Tracking what matters to the
customer, process and business |
-Recall the types of metrics |
-Recall the types of metrics |
-Differentiate between the types
of metrics
-Explain the different types of metrics |
-Facilitate metrics development
for your project
-Apply the tools and methodologies to improve the process metrics |
-Coach metrics development for a
project
-Recommend appropriate metrics |
|
-Levels of metrics
-Leading vs lagging
-Input vs output |
-SIPOOC
-Hoshin Kanri
-Vo(X) |
-PowerBI
-Sharepoint
-Jira Align |
Data |
Data Characterization |
2 |
Measurement systems analysis |
A thorough assessement of the
qualitative or quantitative measurement process variation |
-NR |
-Identify where a measurement
process exists |
-Understand that measurement
systems have error
-Differentiate between qualitative and quantitative measurement systems and
their variation |
-Apply MSA to identify and
quantify the measurement variation
-Facilitate any improvements necessary to the measurement system |
-Recommed how to measure and
ways to assess measurement systems
-Analyze results of MSA and recommend improvements |
|
-Sources of measurment variation
(precision, bias, etc.) |
-Gage studies
-Attribute studies
-Linearity and bias study |
-SigmaXL
-Minitab |
Data |
Data Characterization |
1 |
Process behavior |
Visualizing and quantifying
common cause and special cause variation in the process |
-NR |
-Identify common cause and
special cause variation |
-Differentiate between common
cause and special cause variation
-Summarize the behavior of a process |
-Interpret process behavior
-Facilitate appropriate actions in the process and the project in response
to the two types of variation |
-Recommend the appropriate tool
to visualize and quantify process behavior
-Analyze process behavior for deeper insights |
|
-Sources of process
variation
-Time-based/sequential |
-Statistical process
control
-Multi-vari analysis |
-SigmaXL
-Minitab |
Data |
Data Characterization |
2 |
Process capability |
Visualize and quantifying the
ability of a process to meet customer specifications |
-NR |
-Visualize how the process
compares to the specifications |
-Visualize and quantify how the
process compares to the specifications
-Summarize the capability of a process |
-Apply statistical methodology
and tools for capability (e.g., distribution, fit, indices) |
-Recommend appropriate analysis
to assess process capability
-Analyze process capability for deepr insights |
|
-Capability indicies
-Tolerance intervals |
-Capability analysis
-95/95 capability |
-SigmaXL
-Minitab |
Data |
Data Characterization |
3 |
Root cause |
Use data to identify and verify
root cause(s) |
-Recall the importance of
verifying root cause(s) with data |
-Recall the importance of
verifying root cause(s) with data |
-Explain the importance of
verifying root ccause(s) with data
-Understand how data supports (or doesn't) the root cause(s) |
-Apply the statistical
methodology to identify and verify root cause(s)
-Interpret the practical implications of the analysis |
-Analyze the results of the
statistical analysis and make recommendations based on the findings
-Recommend techniques, tools, methodologies for root cause identification
and verification |
|
-Ask the right questions
-Power and sample size |
-5 why's
-Fishbone diagram
-Hypothesis testing |
-SigmaXL
-Minitab |
Data |
Data Optimization |
1 |
Process Optimization |
Using data to verify solutions'
effectiveness |
-NR |
-Recall the importance of
verifying solutions' effectiveness with data |
-Explain the importance of
verifying solutions' effectiveness with data
-Understand how the data supports (or doesn't) solutions' effectiveness |
-Apply the statistical
methodology to verify solution effectiveness
-Interpret the practical implications of the analysis |
-Analyze the results of the
statistical analysis and make recommendations based on findings
-Recommend techniques, tools, methodologies for solution identification and
verification |
|
- Simulation (e.g., Monte
Carlo)
- Prototyping
- Piloting / local deployment |
-Control charts
-Control plan
-Hypothesis testing |
-Artificial intelligence
-Software (e.g., Minitab and SigmaXL, etc.)
-Expert systems
-Neural networks
-Machine learning
-Intelligent automation |
Data |
Presenting Data |
1 |
Telling the Story |
Interpret and translate the data
and analysis for the appropriate audience |
-NR |
-Recall the importance of
understanding your audiene |
-Summarize the data and analysis
for the audience
-Describe the practical impacts of the outcomes |
-Develop the storyline of the
data and analysis
|
-Synthesize the statistical
resluts with the practical results |
|
-Storytelling framework(s)
-Understand the audience |
-Storyboards
-A3
-Tollgate (gate) reviews |
-Microsoft suite |
Data |
Presenting Data |
2 |
Data Visualization (Conceptual
Data Model) |
Graphically depict the data and
analysis for the appropriate audience |
-NR |
-Recall the importance of
understanding your audiene |
-Summarize the graphical
depiction for the audience
-Describe the practical impacts of the outcomes |
-Construct visualizations to
support the practical impacts in the storyline |
-Create impactful visualizations
to support the practical impacts in the storyline |
|
-Storytelling framework(s)
-Understand the audience |
-Process flow diagram
-Bar charts, historgrams, line charts, etc. |
-SigmaXL
-Minitab |