Template

Kaizen Event Plan & 90‑Day Follow‑Through Tracker (Facilitator Template)

An interactive, facilitator-ready kaizen event planning and follow-through template. Includes a pre-work checklist, suggested 3-day agenda, role assignments, experiment templates, success-metric entries, materials and stakeholder lists, risks, and a structured 90-day follow-up tracker you can save and update.

Interactive Tool

Kaizen Event Plan & 90-day Follow‑Through Tracker

This interactive template helps facilitators plan focused, measurable kaizen events and then track execution and sustainment across 90 days. Complete the planning fields before the event, record experiment ideas and owners during the event, and update follow-up checkpoints after the event to make improvements stick.

Clear, focused title (e.g., 'Reduce changeover time on Line 3').
Where the event will occur.
Specific process, cell, or line affected.
One or two sentences describing the measurable problem to solve.
What are you going to measure? (e.g., 'Changeover time', 'First Pass Yield').
Numeric baseline for the chosen metric.
Desired metric after the kaizen (numeric).
Use YYYY-MM-DD or a local date string.
Suggested default is 3.
Check items completed before the event.
List names and responsibilities.
Equipment, data printouts, measurement tools, PPE, etc.
Who has been invited or must be informed?
e.g., Define problem, review data, gemba, map current state, identify root causes.
e.g., Generate countermeasures, design experiments, prioritize quick wins.
e.g., Run experiments / pilots, measure results, create implementation & sustainment plan.
Describe the experiment, acceptance criteria, and how you will measure success.
Person responsible for running the experiment.
Optional additional experiment.
Name the metric you'll use to judge success (repeat fields below if you track additional metrics).
Person accountable for tracking this metric.
How will the change be made standard? Include training, standard work updates, audits, and who signs off.
List potential failure modes and mitigations.
Prompt for what worked, what didn't, and handover notes for the process owner.
High-level sustainment activities and who will be tracked.
Planned date for first checkpoint (e.g., 14 days).
Person who will report status at this checkpoint.
Update status at checkpoint.
Record observations, actions taken, and next steps.
Planned date (e.g., 30 days).
Planned date (e.g., 60-90 days).
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