Value Stream Toolkit

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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.

More Uses of the Value Stream Toolkit:

  • Drive project engagements as a technical, facilitative and analytical expert; consult with Project Teams, coach Project Managers, and implement Data Driven improvement efforts.

  • Analyze Value Streams performance measurements and communicate opportunities to eliminate barriers, improve production flow, and implement Continuous Improvement projects.

  • Support projects in the Program Management departments through administration of Project Charter, detail plans, coordination of meetings and monitoring progress.

  • Be accountable for building capabilities around the Application Delivery practices, processes, and tools, driving further adoption of Discover Management Systems, Agile, and Value Stream and platform first principles.

  • Direct: positively impact results and culture by establishing standards, organizationalizing Daily Management processes, and adopting consistent Problem Solving methods across thE Business.

  • Confirm you propel; lead planning, initiation and discovery activities across cross functional teams and stakeholders to effectively manage program scope and ensure execution of Value Delivery for key initiatives.

  • 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.

  • Ensure that the implementation of manufacturing solutions for existing products or Product Improvements is completed in accordance with Project ROI and timeline objectives.

  • Drive Business Improvements by identifying the opportunities, defining Business Requirements, build thE Business case, and design the process and Technology Solutions to achieve results.

  • Prepare report and statistics of strategic costs; cost out initiatives; various planned Process Improvements; new product introductions and various others.

  • Assure your group develops and drive Lean Roadmap in collaboration with commercial and Business Teams to use in the deployment of Voice Of Customer, Product Development, and commercialization Strategic Objectives.

  • Ensure you devise; lead Continuous Improvement projects, in support of organizational objectives, and delivers sustainable improvements that translate to positive financial results for your organization.

  • Provide Effective Leadership by constructively challenging deployed processes, inspiring a Shared Vision enabling others to act, transparently modeling/leading the way.

  • Methodize: coach and develop leaders from the front line to the Leadership Team on performing lean Value Streams through leadership culture and behavior changes, process operating rhythm, and method changes.

  • Ensure you specify; lead and/or aid in the design, development and implementation of project policies and standardized processes to improve and/or establish Best Practices for efficiency and consistency.

  • Orchestrate: key to your organizations enduring success is your sincere and thorough effort to do the right thing for customers, for employees, for the community and for the environment.

  • Ensure design for deployment (dfx) principles are incorporated into the design of New Technology as projects progress through Product Development milestones and phases.

  • 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.

  • Drive lean, sustainable and DFMA processes for Continuous Improvement across all Product Offerings (Value Stream map, reduced part count, standardization across offerings).

  • Confirm your organization complies; monitors product team progress to ensure expected behaviors are exhibited by product teams; frequently review the progress of teams based on the set KPIs.

  • Systematize: surfacE Business objectives, identify desired outcomes, outline key results and establish/monitor KPIs to show progress and measure the value of delivery.

  • Confirm your organization develops and implements methods and procedures for Process Control, Process Improvement, testing and inspection to ensure that the products are free of flaws and function as designed.

  • Coordinate: coach site managers, supervisors, and Team Leaders to establish performance Measurement Systems and goals for safety, quality, delivery, and cost aligned with organizational objectives.

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

  • Confirm you lead; lead, coach, develop and motivate to ensure proper training, resources, and supplies are managed appropriately throughout the Value Stream to attain Strategic Objectives.

  • Provide leadership and management accountability for all aspects of Safety, Quality, Delivery, Production Schedule Attainment, and Cost Performance for assigned Value Stream.

  • Develop and execute integrated Supply Chain strategies focused on protecting the long term viability of production Value Streams and integrity to achieve superior contract execution performance.

  • Ensure your venture maximizes Quality And Productivity by understanding and mastering all job standards for each function, and Evaluating Performance variances in order to identify Root Cause, Corrective Action and training needs.

  • Coordinate: effectively applies Problem Solving methodologies to perform process reengineering or Supply Chain Project Support to achieve significant business results.

  • Manage work with engineering and operations team to identify, recommend and source equipment that increases efficiency and leads to Cost Savings for the customer.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Value Stream 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 Value Stream improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What are the Value Stream key cost drivers?

  2. Have design-to-cost goals been established?

  3. What evidence is there and what is measured?

  4. In retrospect, of the projects that you pulled the plug on, what percent do you wish had been allowed to keep going, and what percent do you wish had ended earlier?

  5. What output to create?

  6. Is there an opportunity to verify requirements?

  7. What potential environmental factors impact the Value Stream effort?

  8. How do you manage and improve your Value Stream Work Systems to deliver Customer Value and achieve organizational success and sustainability?

  9. Do you, as a leader, bounce back quickly from setbacks?

  10. Why a Value Stream focus?

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 book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Value Stream Project Management Form Templates covering over 1500 Value Stream 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 Value Stream project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Value Stream Project Team have enough people to execute the Value Stream 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 Value Stream 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 Value Stream 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 Value Stream 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 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 project with this in-depth Value Stream Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Value Stream 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 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 investments work better.

This Value Stream 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.