SMED Toolkit

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Establish metrics, measurements and tools to improve efficiency, effectiveness and communication; ensuring the requirements of the customer are met, optimizing product value, reducing cost and ensuring On Time Delivery.

More Uses of the SMED Toolkit:

  • Manage production operations and communicate staffing needs to achieve schedule commitments and assure delivery dates and customer demands are met.

  • Oversee: direct and coordinate the activities of employees engaged in the production and processing of goods, batching, filling and packaging.

  • Support the effective application of the Daily Management System to validate that actions lead to desired Performance Improvements.

  • Ensure you exceed; read and analyze charts, work orders, production schedules, and other records and reports to determine production requirements and to evaluate current production estimates and outputs.

  • Generate ideas for optimizing the product range based on Customer Back Innovation findings, where product innovation has Value Engineering / Value Analysis as a key factor.

  • Confirm your project complies; monitors work, alters schedules to meet unforeseen conditions, controls load factors and flow of work to ensure maximum use of available capacity and effective use of labor, tools and equipment.

  • Take ownership for departmental input into Product Line Simplification processes, Financial Analysis, and a strive to increase unit profitability.

  • Assure your enterprise acts as primary contact with Process technicians for issues/projects, Quality team for Product Quality issues, and Maintenance technicians for improvements and work order completion.

  • Facilitate Problem Solving by leveraging/modeling Continuous Improvement methodologies to eliminate root causes and permanently reduce variance.

  • Establish: review the daily and weekly shipping schedules and production capabilities to determine how to employ people, equipment and tooling to execute sequence and expedite daily orders.

  • Ensure you expand; lead cultural change that impacts safety, Employee Engagement and drive results in productivity for your unionized hourly associates.

  • Oversee and actively lead the use of Lean Manufacturing tools to support Continuous Improvement throughout Kaizen efforts.

  • Observe work and monitor manufacturing equipment indicators to ensure that operators conform to production or processing standards.

  • Lead: consistently monitor operations and analyze costs to maximize opportunities to contain costs and increase quality, efficiency and profit margins.

  • Be accountable for identifying and implementing Cost Savings initiatives to drive operational Performance Improvements and cost reduction using Lean Manufacturing Tools and methods.

  • Communicate problems, progress reports and Continuous Improvement ideas to management staff, maintenance and production personnel.

  • Orchestrate: champion efforts to drive out manufacturing variation by analyzing data, drawing conclusions, and leading implementation of appropriate short and long term solutions.

  • Coordinate: perseverance purses everything with energy, drive, and a need to finish; seldom gives up before finishing, especially in the face of resistance or setbacks.

  • Develop: interface accordingly with all appropriate departments and individuals to ensure Open Communications for resolution of operational needs.

  • Secure that your planning participates individually or on cross functional teams focused on relentless Continuous Improvement and Problem Solving activities throughout your organization.

  • Evaluate, redesign and implement Manufacturing Processes to improve Performance Metrics of Safety, Quality, Delivery, Cost and Inventory.

  • Lead: actively engage in Root Cause Analysis and Continuous Improvement exercises providing solutions to issues and how to optimize results.

  • Coordinate: own the supplier development processes, through dialogue with the suppliers and manage performance based on scorecards and defined KPIs.

  • Maintain Quality Control processes to ensure products/services meet Quality Standards; lead implementation of Process Improvements.

  • Ensure downstream equipment is clean and in showroom condition after preventative maintenance is performed on production equipment.

  • Steer: monitor equipment downtime and operator reports and lead Root Cause Analysis initiatives to eliminate downtime or equipment variation.

  • Ensure you start and you finish, taking leadership of getting things done, on time and to high quality, tying up all the loose ends along the way.

  • Ensure area maintains ISO ready compliance for all operations, methods, tooling, processes, work instructions, Test Equipment and training.

  • Warrant that your operation contributes to accident free operations and compliance to all health, safety, environmental, and quality requirements and regulations.

  • Manage services are provided in the area of Process Improvement Engineering (Lean Manufacturing processes), to ensure productivity levels are obtained and sustainable.


Save time, empower your teams and effectively upgrade your processes with access to this practical SMED Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any SMED related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated SMED specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the SMED Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which SMED improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Has a cost center been established?

  2. What is the craziest thing you can do?

  3. Who are four people whose careers you have enhanced?

  4. Do you have a flow diagram of what happens?

  5. Can the solution be designed and implemented within an acceptable time period?

  6. How do you Reduce Costs?

  7. How likely is it that a customer would recommend your company to a friend or colleague?

  8. What training and capacity building actions are needed to implement proposed reforms?

  9. Do you need to do a usability evaluation?

  10. What practices helps your organization to develop its capacity to recognize patterns?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the SMED book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your SMED self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the SMED Self-Assessment and Scorecard you will develop a clear picture of which SMED areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough SMED Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage SMED projects with the 62 implementation resources:

  • 62 step-by-step SMED Project Management Form Templates covering over 1500 SMED project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all SMED project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the SMED project team have enough people to execute the SMED project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed SMED project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete SMED Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 SMED project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 SMED project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any SMED project with this in-depth SMED Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose SMED projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in SMED and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make SMED investments work better.

This SMED All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.