Six Sigma DMAIC Define Phase Checklist

Six Sigma DMAIC Define Phase

Team Readiness

Questions To Determine Appropriate Application:

Who are the improvement project team members, including BBs/Project Leads and MBBs/Coaches?
Has everyone on the team, including the team leaders, been properly trained (on DMAIC)?
Does the team have regular meetings?
How often are the team meetings?
Is there regularly 100% attendance at the team meetings? If not, have appointed substitutes attended to preserve cross-functionality and full representation?
If substitutes have been appointed, have they been briefed on the project charter and goals and received regular communications as to the project’s progress to date?
Has the project work been fairly and/or equitably divided and delegated among team members who are qualified and capable to perform the work? Has everyone contributed?
Are there any constraints known that bear on the ability to perform project work? How is the team addressing them?
How is the team tracking and documenting its work?
Is the team adequately staffed with the desired cross-functionality? If not, what additional resources are available to the team?

Team is sponsored by a champion or business leader.

Team formed and team leaders (MBBs/Coaches and BBs/Project Leads) assigned.

Improvement team members fully trained on Six Sigma and DMAIC.

Full participation by members in regularly held team meetings.

Team members perform project work when assigned and in a timely fashion.

Team members regularly document their project work.

Team is equipped with available and reliable resources.

Customers (and CTQs)

Questions To Determine Appropriate Application:

Has the customer(s) been identified?
Are there different segments of customers?
Has the improvement team collected the ‘voice of the customer’ (obtained feedback – qualitative and quantitative)?
What customer feedback methods were used to solicit their input?
Have the customer needs been translated into specific, measurable requirements? How?

Customer(s) identified and segmented according to their different needs and requirements.

Data collected and displayed to better understand customer(s) critical needs and requirements.

Team Charter

Questions To Determine Appropriate Application:

Has a team charter been developed and communicated?
Has the charter changed at all during the course of the project? If so, when did it change and why?
Does the charter include the following?

– Business Case: What are the compelling business reasons for embarking on this project? Is the project linked to key business goals and objectives? What key business process output measure(s) will the project leverage and how? What are the rough order estimates on cost savings/opportunities on this project?

– Problem Statement: What specifically is the problem? Where does it occur? When does it occur? What is its extent?

– Goal Statement: What is the goal or target for the improvement team’s project? Do the problem and goal statements meet the SMART criteria (specific, measurable, attainable, relevant, and time-bound)? Has anyone else (internal or external to the organization) attempted to solve this problem or a similar one before? If so, what knowledge can be leveraged from these previous efforts? How will the project team and the organization measure complete success for this project?

– Roles and Responsibilities: What are they for each team member and its leadership? Where is this documented?

– Project Scope: What are the boundaries of the scope? What is in bounds and what is not? What is the start point? What is the stop point? How does the project manager ensure against scope creep? Is the project scope manageable? What constraints exist that might impact the team?

– Milestones: When was the project start date? When is the estimated completion date? Is the project currently on schedule according to the plan? Has a project plan, Gantt chart, or similar been developed/completed? How did the project manager receive input to the development of the plan and the estimated completion dates/times of each activity? Is there a critical path to complete the project? How will variation in the actual durations of each activity be dealt with to ensure that the expected project completion date is met?

– Communication Plan: What are the dynamics of the communication plan? What critical content must be communicated – who, what, when, where, and how? When are meeting minutes sent out? Who is on the distribution list? How do you keep key subject matter experts in the loop?

Project management charter, including business case, problem and goal statements, project scope, milestones, roles and responsibilities, communication plan.

Business Process Mapping

Questions To Determine Appropriate Application:

Has a high-level ‘as is’ process map been completed, verified and validated?
Has a SIPOC diagram been produced describing the Suppliers, Inputs, Process, Outputs, and Customers?
Is the improvement team aware of the different versions of a process: what they think it is vs. what it actually is vs. what it should be vs. what it could be?
Is the current ‘as is’ process being followed? If not, what are the discrepancies?
Are different versions of process maps needed to account for the different types of inputs?
How was the ‘as is’ process map developed, reviewed, verified and validated?
What tools and roadmaps did you use for getting through the Define phase?

Completed, verified, and validated high-level ‘as is’ (not ‘should be’ or ‘could be’) business process map.

Completed SIPOC representation, describing the Suppliers, Inputs, Process, Outputs, and Customers.