Kaizen Overview Tab by Tab

About the Charter Screen Video Help for Kaizen Set Up
Step	Click	Screen
	Charter The Charter Tab is the culmination of inputs from the other tabs. The Charter tab is meant to replace the static excel charter, and can be downloaded as a power point file. Aspects of this tab are configurable via the admin tools - contact your local admin or support@kaizenoptimizer.com Video Help
1	Creating the Kaizen - Initial Set Up Set up the core information of your Kaizen here. The following fields are configurable, Kaizen Type, Status and Additional Criteria. Contact your local admin or support@kaizenoptimizer.com. Overview of the Set Up Tab Video Help for Kaizen Set Up Learn More About Archiving Kaizens
2	Tagging/Aligning the Kaizen Is your Kaizen supporting a Hoshin Kanri priority, TTI or KPI that has been created in Optimizer? Align/Tag those items here.
3	Building the Team Select a name from the dropdown, choose the appropriate role and add to the team. Team Roles are configurable - contact your local admin or support@kaizenoptimizer.com. Overview of Team Tab Functions Learn more about the Open Seat functionality Learn more about sending announcement emails Learn more about printing Kaizen Certificates
4	Pre and Post Event Tasks Add and assign your pre and post event tasks here. Task types are configurable - contact your local admin or support@kaizenoptimizer.com Default tasks by Kaizen type are configurable - contact your local admin or support@kaizenoptimizer.com Learn more about Parking Lot Options Learn more about the My Task Screen
5	Metric Objectives / Scorecard Every Kaizen should have have measurable objectives. Select them here, add your Baseline or starting point, your Kaizen goal and your Kaizen Actual. Can the improvement be monetized? Add monetization as well.
6	Setting up Sustainment Checks If your measurable objectives are being tracked in a KPI or TTI, you may not need sustainment checks. If not, set sustainment checks at intervals of your choice, assign to owners and track progress on the Charter tab. Sustainment schedules are configurable by metric - contact your local admin or support@kaizenoptimizer.com
7	Adding Photos and Documentation Kaizens typically have before/after visuals, charts and supporting documentation. Load the items here, drag and drop to place in your preferred order. Compliance upload warnings are available for configuration - contact support@kaizenoptimizer.com
8	Comments / Lessons Learned Kaizen participants always have an important "ah ha" moment during the event - record those in the comments/lessons learned tab. These will also be part of the PowerPoint download