Blog Archives

Learning A3 Downloadable Template

If you look at the page links above you will see a page that has been added labeled Downloads.

This page will have files you can download to keep and use. The initial thought is these will mostly be templates that can be used, but I am not limiting it to just templates.

My intent is not for it to be a template just to fill in but a way for people to learn. I want it to be a tool that can be helpful to understanding lean and facilitate conversations.

Here is the template. There are two worksheets in the template.

  • SWI – Intent of Use – This is meant to explain the best way I have learned to use the learning A3. It tries to answer the questions of what is the purpose of the learning A3 and how to use it. It also, gives a standard operating procedure to go about using it.
  • Learning A3 – This is the template to start with. It leads you through several discussions on what business need is the learning tied to, what is the purpose of the learning, what behaviors and concepts will be the focus on learning and actions to take to reach your targets in the upcoming year.

Please feel free to download and use it. Any feedback on the ease and clarity of use would be appreciated.

Strategy A3 Downloadable Template

If you look at the page links above you will see that a new page that has been added labeled Downloads.

This page will have files you can download to keep and use.  The initial thought is these will mostly be templates that can be used, but I am not limiting it to just templates.

My intent is not for it to be a template just to fill in but a way for people to learn.  I want it to be a tool that can be helpful to understanding lean and facilitate conversations.

Here is the template.  There are three worksheets in the template.

  • SWI – Intent of Use – This is meant to explain the best way I have learned to use the strategy A3.  It tries to answer the questions of what is the purpose of the strategy A3 and how to use it.  It also, gives a standard operating procedure to go about using it.
  • Strategy A3 – This is the template to start with.  It leads you through several discussions on what is your mission, metrics, targets, current business conditions and actions to take to reach your targets in the upcoming year.
  • Goal 1 Tactics – There are 6 of these sheets.  Only use the ones that you need.  It is based off the number of high level goals you have on our Strategy A3.  These sheets help take the initiatives from the Strategy A3 and go another level deeper to develop a tactical plan to complete the initiative and achieve the goal.

Please feel free to download and use it.  Any feedback on the ease and clarity of use would be appreciated.

New Downloadable Section on Beyond Lean

If you look at the page links above you will see that a new page that has been added labeled Downloads.

This page will have files you can download to keep and use.  The initial thought is these will mostly be templates that can be used, but I am not limiting it to just templates.

Currently there is only one file there with plans to add more.  The first file is a skills matrix template.  My intent is not for it to be a template to fill in skills for people learn.  I want it to be a tool that can be helpful to understanding lean and facilitated conversations.

Here is the template.  There are five worksheets in the template.

  • SWI – Intent of Use – This is meant to explain the best way I have learned to use the skill matrix.  It tries to answer the questions of what is the purpose of the skill matrix and how to use it.  It also, gives a standard operating procedure to go about using it.
  • Profile – Skills – This sheet is a place to list the different roles in an organization across the top and set the goal for the ideal rating for that role against the skills listed down the side.  This will help to describe the gap to be closed during the learning process.
  • Assessment – Skills – This sheet is where the names of the individuals are listed and rated for each skill.  Just shade in the appropriate boxes to rate an individual.
  • Ratings – Skills – This sheet has a definition of what the ratings are.
  • Development Plan – This sheet is where you can list the skill to improve, the target rating to achieve, and a plan to achieve it.  Under the Name column, either a specific person’s name can go there or you can enter ‘Group’ that shows this is something the entire group is working on improving.

Please feel free to download and use it.  Any feedback on the ease and clarity of use would be appreciated.