Kaizen checklist

Kaizen Event Preparation Checklist


• Scope of event
• High level process steps
• Reserve room for Pre-Event, Event, and Report Out presentation
• Reserve laptop, projector and speakers
• Invitation/Email to team members about Pre-Event and Event date, time and location
• Data available (time, quantity, frequency)
• Budget (Cost center)
• Potential internal and external team members
• Identify support staff (refer to support staff role)
• Identify communication staff (prints team certificate, communication to other employees)
• Identify staff with Microsoft Visio software (installed on laptop)

Pre-Event Meeting (2 – 4 weeks prior to event)

• Setup room
• Finalize team member selection
• Identify sub-team leader
• Finalize team members meals selection
• Get Social Security Number for all State employee team members (for paying taxable meals)
• Setup projector and laptop (for Kaizen overview)
• Setup 1 easel stand and pad, provide easel markers
• Develop Team Charter (Scope, Goals, and Objectives) for event
• Identify pre-work

Before Event

• Prepare folder and nametag (include training manual, agenda, team charter)
• Invite Management to Daily Briefing (Tuesday and Wednesday from 4:00 to 4:30 p.m.)
• Invite interested parties and employees to Report Out (Friday from 10:00 to 11:00 a.m.)
• Order meals, snacks and drinks
• Fill out Request for Exceptions to State Wide Policy form (2-4 weeks prior if possible)
• Order supplies (refer to Supplies List)
• Print/Order training manuals


• Setup room with 2-3 computer/laptop on Wednesday and Thursday (connected to network for accessing files if possible)
• Print and distribute team certificate on Friday
• Communicate with other staff via website or email on progress of team
• Setup room and layout folders and nametag
• Setup projector, laptop and speakers
• Setup 2 easel stands and pads, provide easel markers
• Event supplies available in the room
• Provide meals, snacks and drinks
• Take team picture on Tuesday morning (for team certificate)

After Event

• Setup 30 day follow-up date, time, and location
• Develop communication plan (e.g. update website with event results, inform stakeholder groups)
• Email team member Report Out Presentation and other relevant files
• Fill out Travel Payment form
• Send Thank you to team members

Related docs to Kaizen

Kaizen standard
Kaizen implementation

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