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By: Todd Sperl, Rob Ptacek, Jayant Trewn (PhD)The A3 Pocket Handbook for Kaizen Events allows team members to be literally and figuratively on the same page when participating in an improvement event.  This allows more ownership, while at the same time preserving organizational knowledge.  The improvement methodology used (i.e., Six Sigma D-M-A-I-C, PDCA, etc.) will relate to the A3 Report that is conveyed in this publication.  (The A3 Report is designed to help you “tell the story” in a logical and visual way and act as a road map for continuous improvement and problem solving initiatives.) The purpose of this pocket handbook is to:

1. Ensure all team members have a quick reference for Lean Six Sigma definitions.
2. Compliment, as a mini-workbook, the Practical Lean Six Sigma for Healthcare and The Lean Six Sigma Pocket Guide XL books as well as any other training materials used in an improvement event.
3. Provide a road map for continuous improvement projects if no other methodology (i.e., PDCA, D-M-A-I-C, etc.) is used.
4. Provide Lean Thinking Statement assessments at the end of each section for employees to “think” Lean and continue their engagement.
5. Be a repository of thoughts, ideas, and any action items that may be assigned, etc.
6. To retain organizational knowledge by being a personal detailed log of the Kaizen Event to be shared and/or referenced later.

First of its kind! The Simply Lean Pocket Guide is the integration of Lean and the PDCA methodology. The interactive Tinker Town case study allows you to take problem solving with a Lean twist to your next performance level. The most basic premise of Lean is to simply and effectively problem solve.   The Simply Lean Pocket Guide is a step-by-step approach to the implementation of process improvements using the PDCA model along with a Lean twist.  If you are just beginning to adopt Lean or Six Sigma as a business improvement model, whether you are in the healthcare, financial services, construction, armed services, manufacturing, government, logistics, service, or construction industry, the first thing that should be acknowledged is that the solution to the problem (or improvement target that is to be reached) will be found in the intellect of the people who are working the process.  Therefore, as a trainer, consultant (internal or external), or departmental head, the focus to improve a situation would be to “somehow” work with that group (and their intellect) and find a solution.  However, that “somehow” is not always easy to attain and will require some guidance along the way.

This handbook is designed to be:

1. A quick-reference guide.  Lean tools are explained in more detail in other manuals or by your facilitator during the instruction portion of the workshop.
2. Your individual (i.e., personal) log. When working outside the formal training class, notes and ideas about the area or process that are being analyzed can be easily written down in this handbook (serving as your personal log) so as not to lose valuable process information.
3. Your personal Kaizen planner. Kaizen Events will require that individual tasks be assigned to team members to be completed prior to the next meeting.  Many of these tasks will need to be scheduled within the individual’s current work day. This handbook will thus serve as your “planner” to assure these tasks are adequately planned and completed on time.
4. A tool to self-initiate Idea Kaizens.  An Idea Kaizen is an individual that implements an improvement with little or no assistance or resource required.  This is similar to a Suggestion Program submission; however, the individual with the Idea Kaizen would be responsible for immediate implementation of the idea.
5. A learning tool.  Each tool will have illustrations to graphically represent the essence of each tool. This will allow you to better understand and learn about each tool prior to using them in your Kaizen Event.