All Operations related checklists...
5 Pillar Supply Chain Analysis Checklist
Checklist to ensure your supply chain has the five elements that drive value.
- TALENT - Have you hired talented supply chain managers and created an environment in which they can develop and grow?
- TECHNOLOGY - Have you completed a technology assessment of your organization and identified any gaps?
- INTERNAL COLLABORATION - Are the supply chain function and other areas of your business (e.g. marketing, human resources) focused on meeting the needs of your customer in the most effective way possible?
- EXTERNAL COLLABORATION - Do you collaborate effectively with your external vendors/upstream suppliers?
- EFFECTIVELY GETTING THINGS DONE - Is your supply chain supported by effective project management and change management people and processes?
Reuben Sloan et al. “The New Supply Chain Agenda” (Harvard Business Review Press, 2010).
Business Process Mapping Checklist
Business Process Mapping Checklist
Business Process Mapping is drawing a picture of the steps involved in how something is done so that you can understand it and improve its effectiveness and efficiency. This checklist poses some critical questions to ensure the effective use of this tool.
- Mark all that apply .
- Do you have a clear understanding of what business process you are trying to address? In other words, what are you trying to make more effective and efficient?
- Is a business process map the right tool for the job? Or do the business problem and associated process require a more complex business tool such as a Value Stream Map (that involves more measurement) or perhaps a simpler tool, such as: critical thinking or a conversation that can inspire change.
- Does the process have a clear beginning and end?
- Does the process have a clear input?
- Does the process have a clear output?
- Is the process cross-functional? In other words, does it involve different areas of your organization in different steps?
- If you are working on a team, do all members have the right experience and training with business process mapping?
- Will you leverage specialized software such as Microsoft Visio to create your process map?
- What set of symbols will be used in your process map?
- What are all of the steps in the process? Are you being consistent with the level of detail you are capturing in your map throughout the whole process?
- Once you have mapped the current state of your business process, do you have a clear plan of action for how to redesign and then implement your improved process?
Supplier Forward Supply Chain Strategy Checklist
Checklist to be used to develop a supply chain strategy by starting with the needs of your customers and working backwards.
J. Paul Dittman. “Supply Chain Transformation: Building and Executing an Integrated Supply Chain Strategy” (McGraw-Hill, 2013), pp. 55.
Data Mining Checklist
Checklist to be used as a sequential guide to automatically explore large amounts of data to uncover patterns.
- GOAL DEFINITION - What is the goal/objective of your data mining project?
- DATA SELECTION - What is the data needed for the project and what is/are the sources(s) for this data?
- DATA PREPARATION - What processing does the data need to undergo before it is ready to be mined? Does it need to be sorted? Do any exclusion criteria need to be applied? Do multiple data sources need to be aggregated?
- DATA EXPLORATION - Have you undergone any data verification processes to validate the data set prior to pattern discovery?
- PATTERN DISCOVERY - Have you determined a pattern discovery algorithm and applied it to the data set?
- PATTERN DEPLOYMENT - Have you applied the patterns discovered in the data to the initial business goal/objective of your data mining project?
- PATTERN PRESENTATION - Have you communicated the pattern and its relationship to the business goal/objective to relevant stakeholders?
- BUSINESS INTELLIGENCE - Have you deployed the discovered patterns as queries against a database to derive reports?
- DATA SCORING AND LABELLING - Have you applied the discovered patterns to score and label each data record in the database?
- DECISION SUPPORT SYSTEMS - Have the discovered patterns been used to make a decision support system?
- ALARM MONITORING - Have the discovered patterns been established as norms for a business process against which deviations from the normal pattern can be set up with alarms?
- PATTERN VALIDITY MONITORING - As the business process changes over time, has the validity of the discovered patterns been re-evaluated?
Pyzdek, Thomas & Keller, Paul A. "The Six Sigma Handbook" 3rd Edition. McGraw Hill (2010), p. 110-112.
Developing Business Metrics Checklist
Checklist to develop solid business metrics to monitor performance.
- Are your metrics focused on indicators that provide direct value to end customers or alternatively on internal processes that provide indirect value to end customers?
- Are your metrics relevant to your organization's mission, vision, and strategic direction?
- Do your metrics provide useable information that can support management decisions and actions without requiring further analysis?
- Do your metrics measure performance across time to show trends?
- Are your metrics developed collaboratively by those who need to collect, process, and use the data?
K. H. Rose. “A Performance Measurement Model”, Quality Progress, (February 1995), p. 63-66.
See also Vision Statement Checklist