Value Stream Mapping Toolkit

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Conduct, lead, or implement the appropriate process audits; the audits will identify the need for the appropriate containment, corrective, and preventive actions, leading to minimizing or eliminating process deviations and non conforming product root causes.

More Uses of the Value Stream Mapping Toolkit:

  • Lead: working in close partnership with systems leadership team and the functional organizations, the lean leader, implements lean practices across the business team and collaborate with stakeholders from other functions.

  • Drive project engagements as a technical, facilitative and analytical expert; consult with project teams, coach project managers, and implement data driven improvement efforts.

  • Supervise: positively impact results and culture by establishing standards, organizationalizing daily management processes, and adopting consistent problem solving methods across the business.

  • Manage work with the entire value stream organization to transform to a culture of significant focus on value for the customer, and rigorous continuous improvement and problem solving drive the customer value proposition.

  • Collaborate, recommend, and help build utilities and tools for internal use that enable you and your colleagues to work efficiently and effectively on the highest value work, at high speed, and wide scale.

  • Evaluate: coach site managers, supervisors, and team leaders to establish performance measurement systems and goals for safety, quality, delivery, and cost aligned with organizational objectives.

  • Oversee cross functional teams engaged in continuous improvement activities of your organization using standard methods for value creation and waste elimination in accordance with industry standard strategic deployment of Lean and Six Sigma.

  • Audit strategic solutions aimed at optimizing your end to end supply chain and which align to where your stakeholders and customers are evolving, are critical in ensuring the highest levels of service in what is a rapidly changing environment.

  • Drive business improvements by identifying the opportunities, defining business requirements, build the business case, and design the process and technology solutions to achieve results.

  • Coordinate the development of the value stream focus scoping document across the function and customer groups that ensures buy in and agreement on the direction of the value stream.

  • Support field failure and reliability analysis based on product performance in the field to identify top field failure modes and drive resolution through cross functional teams to meet or exceed customer defect targets.

  • Develop and drive turnaround times from performance issue to problem identification (surfacing insights), and from problem identification to taking action (surfacing interventions).

  • Ensure that the implementation of manufacturing solutions for existing products or product improvements is completed in accordance with project ROI and timeline objectives.

  • Facilitate workshops, process and value stream mapping activities to create awareness, document inputs/outputs of complex workflows, understand dependencies, highlight waste and illustrate value delivered.

  • Manage leading cross functional teams, use problem solving and continuous improvement methodologies to improve processes, reduce product costs, and eliminate quality problems.


Save time, empower your teams and effectively upgrade your processes with access to this practical Value Stream Mapping Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Value Stream Mapping 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 Value Stream Mapping specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Value Stream Mapping 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 916 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Value Stream Mapping improvements can be made.

Examples; 10 of the 916 standard requirements:

  1. Who is the staff person responsible for implementing the specific change successfully - who has the commitment, authority, influence, and time to assure implementation, to remove barriers to change?

  2. The first step is to identify the tasks that make up the process, and the basic flows of information between them. The map will establish the topology of the value stream: Is it linear?

  3. It is arguable if you have reached a root cause, which is the objective of problem solving. Do you ask yourself, why is management more interested in production than quality?

  4. Which additional data that may be required. When data is identified, how can it be collected, and how can it be transformed into metrics applicable for a value stream map?

  5. When you put on your lean thinking lenses and look at any manufacturing process the first question you should ask is: what does the customer want from this process?

  6. Having this cycle time to takt time relationship will take care of your production problems in the long run, and what about the short-term problems you might have?

  7. If the process were improved by applying lean concepts and tools, what would the future state of the process look like and how do you anticipate it would perform?

  8. Functions and processes define your organizations value chain is organized. How can processes be harmonized / streamlined across locations and/or business units?

  9. Is VSM the only model that can effectively and objectively benchmark your existing organization and find out where is it well organized and where not?

  10. Are you willing to listen to critiques of your facility and then understand and change the already stated areas in your facility that are not Lean?

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 Value Stream Mapping book in PDF containing 916 requirements, which criteria correspond to the criteria in...

Your Value Stream Mapping 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 Value Stream Mapping Self-Assessment and Scorecard you will develop a clear picture of which Value Stream Mapping 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 Value Stream Mapping 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 Value Stream Mapping projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Project Performance Report: To what degree does the information network provide individuals with the information they require?

  2. Roles and Responsibilities: Does the team have access to and ability to use data analysis tools?

  3. Procurement Audit: Did your organization decide for an appropriate and admissible procurement procedure?

  4. Activity Duration Estimates: Why is there a new or renewed interest in the field of Value Stream Mapping project management?

  5. Quality Metrics: How do you know if everyone is trying to improve the right things?

  6. Risk Register: Contingency actions - planned actions to reduce the immediate seriousness of the risk when it does occur. What should you do when?

  7. Stakeholder Management Plan: Is it standard practice to formally commit stakeholders to the Value Stream Mapping project via agreements?

  8. Schedule Management Plan: Are non-critical path items updated and agreed upon with the teams?

  9. Procurement Management Plan: What were things that you did very well and want to do the same again on the next Value Stream Mapping project?

  10. Stakeholder Management Plan: Will the current technology alter during the life of the Value Stream Mapping project?

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

1.0 Initiating Process Group:

  • 1.1 Value Stream Mapping project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Value Stream Mapping project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Value Stream Mapping project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Value Stream Mapping project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

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 Value Stream Mapping 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 Value Stream Mapping project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Value Stream Mapping 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 Value Stream Mapping 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 Value Stream Mapping investments work better.

This Value Stream Mapping 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.