Visual Management Toolkit

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Drive Operational Excellence related to IT infrastructure and Networking by developing system health monitoring scorecards, Visual Management dashboards, and defining Key Performance Indicators to be reviewed during daily site flash meetings.

More Uses of the Visual Management Toolkit:

  • Manage and mentor team leads on Visual Management Boards.

  • Lean leadership (daily management, Visual Management, Gemba Walks, leader Standard Work).

  • Maintain Visual Management of part and raw material storage; clean and organized work area.

  • Develop Visual Management tools to track critical business and process KPIs.

  • Supervise: one piece flow, Visual Management, context switching, and simplification have become a way of life for you.

  • Pilot: KPI leadership and lean leadership (daily accountability, Visual Management, leader Standard Work, and Gemba Walks).

  • Develop/maintain Visual Management board for kaizen progress/results/sustainability.

  • Oversee: implement Visual Management systems to drive Continuous Improvement.

  • Be accountable for making constraints known through Visual Management.

  • Support and maintain metrics and relevant information on current Visual Management boards to drive teamwork and facilitate shift change over.

  • Methodize: Visual Management (problem identification).

  • Ensure you orchestrate; good organizational and Visual Management skills.

  • Secure that your organization utilizes Visual Management for Problem Resolution.

  • Head: error proofing, eyes for waste, Visual Management.

  • Govern: Visual Management systems.

  • Be accountable for stabilizing a process and creating exception management using Visual Management.

  • Maintain electronic Visual Management to facilitate visibility to project status across multiple geographies.

  • Develop, implement, and maintain Visual Management boards for production measurements and general business communication.

  • Manage and enforce material flow and traceability in a warehousing environment using scanning technology and Visual Management.

  • Create and maintain Visual Management related to annual losses.

  • Confirm your enterprise ensures the warehouse layout is organized, with an emphasis on Visual Management.

  • Communicate plans, actions and results to the team through a Visual Management system.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Visual Management 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 Visual Management improvements can be made.

Examples; 10 of the 999 standard requirements:

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

  2. What qualifications are needed?

  3. How can a Visual Management test verify your ideas or assumptions?

  4. How scalable is your Visual Management solution?

  5. How do your measurements capture actionable Visual Management information for use in exceeding your customers expectations and securing your customers engagement?

  6. Will the team be available to assist members in planning investigations?

  7. How will your organization measure success?

  8. Do you know what you need to know about Visual Management?

  9. Where can you break convention?

  10. What needs improvement? Why?

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

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

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

  4. Closing Process Group: Did the Visual Management project team have enough people to execute the Visual Management 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 Visual Management 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 Visual Management 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 Visual Management 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 Visual Management project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Visual Management 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 Visual Management 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 Visual Management investments work better.

This Visual Management 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.