Value stream mapping is a practical and highly effective way to learn to see and resolve disconnects, redundancies, and gaps in how work gets done. This VSM project template helps you and your project team to put together a "storyboard" for effective presentation to your key stakeholders. It includes four key phases: 1) Define and pick product/service family 2) Create a current state map 3) Develop a future state map 4) Develop an implementation plan This document consists of a VSM project template in Powerpoint format and a set of Excel templates comprising VSM charter, Results table, Implementation Plan and common VSM icons.

1. © Operational Excellence Consulting. All rights reserved.
Value Stream Mapping
Project Template
Template for compiling a value stream improvement
storyboard from current state mapping to future state
design implementation

2. 2
Contents
1. Team organization
2. Value stream mapping roadmap
3. Phase 1: Define & Pick Product/Service Family
4. Phase 2: Current State Mapping
5. Phase 3: Future State Mapping
6. Phase 4: Implementation Plan
Appendix 1 – Value stream mapping icons
NOTE: This is a PARTIAL PREVIEW. To download
the complete template, please visit:
http://www.oeconsulting.com.sg

3. © Operational Excellence Consulting. All rights reserved.
< Type Value Stream Improvement
Project Name Here >
Team Leader: <name>
Value Stream Champion: <name>
Executive Sponsor: <name>
Date:

4. 4
Name of Project Team (e.g. Muda Busters)
Insert your team photo here.

5. 5
Create
Implementation
Plan
Design
Future
State Document
Current State
Define
Product
Family
 Define and scope
problem
 Pick product family
 Determine VSM objective
and benefits
 Create VSM charter
 Map current state value
stream
 Quantify current state
value stream performance
 Analyze and identify
improvement
opportunities
 Develop future state
value stream map
 Prioritize improvement
projects
 Develop implementation
plan
 Seek management
approval
 Implement the plan
and monitor
progress
Value Stream Mapping Roadmap
1
2
3
4

6. © Operational Excellence Consulting. All rights reserved.
< Type Value Stream Improvement
Project Name Here >
Define Phase
Team Leader: <name>
Value Stream Champion: <name>
Executive Sponsor: <name>
Date:

7. 7
Value Stream Mapping Roadmap
Create
Implementation
Plan
Design
Future
State Document
Current State
Define
Product
Family
 Define and scope
problem
 Pick product family
 Determine VSM objective
and benefits
 Create VSM charter
 Map current state value
stream
 Quantify current state
value stream performance
 Analyze and identify
improvement
opportunities
 Develop future state
value stream map
 Prioritize improvement
projects
 Develop implementation
plan
 Seek management
approval
 Implement the plan
and monitor
progress
1
2
3
4

8. 8
Scoping: Define a Product FamilyProducts
A
321
B
4
Processes
Product
family
C
D
E
5 6 7 8 9 10
Machining Drilling Assy* Pack*Weld.
F
X X X X X
X X X X X
X X X X
XX X X
X X X X
X X X
* The two work stations at assembly and packaging respectively are similar.
Therefore they are considered as one work station in this analysis.
Product family:
• The characteristics
of a product family
are that the
products go through
the same – or nearly
the same –
processes (same
flow) and that the
products have
similar process
times.
Group Product Families by similar downstream processes, steps or equipment

9. 9
VSM Charter
Value Stream Mapping Charter
Scope Accountable Parties Schedule & Logistics
Value Stream Value Stream being improved Executive Sponsor Director, VP or C-level Event Date(s) 3 days typically
Specific
Conditions
What circumstances are included and
excluded? (e.g type of customer, geographic
location, etc.)
Value Stream
Champion
If needed - often director or manager level Start/End Times Start and end times
Customer Demand How many times is this done per wk, mth, yr? Facilitator / VSM
Manager
Skilled person leading the activity Location Need ample wall space
Trigger What need does the value stream address?
First Step Task on first process block
Team Lead Not always needed Meals Provided?
Always a nice touch; keeps the team from
wandering.Last Step Task on last process block
Boundaries &
Limitations
What is the team NOT authorized to change?
Coordinator
The person arranging logistics (reserving the
room, ordering food, sending meeting notices,
etc.)
Interim Briefing(s)
Aid in consensus building and organizational
learning.
FS Implementation
Timeframe
Typically 90-120 days Briefing Attendees List required attendees; others are optional.
Current State Problems & Business Needs Mapping Team
1 What's driving the need for improvement? Function / Role Name Contact Information
2 1 Leadership-heavy
3 2
4 3
5 4
Measurable Target Condition 5
1 Reduce <defined metric> from X to Y (Z% improvement) 6
2 7
3 8
4 9
5 19
Benefits to Customers On-Call Support
1 How will internal/external customers benefit as a result Function / Role Name Contact Information
2 of improvements to the value stream? 1 SMEs that may not be needed full time
3 2
4 3
5 4
Benefits to Business Approvals
1 What other benefits will the business or internal customers Executive Sponsor Value Stream Champion Facilitator / VSM Manager
2 realize as a result of improvements to the VSM?
3
4 Signature: Signature: Signature:
5 Date: Date: Date:

10. 10
Considerations & Approach
• What are the current and future demand rates?
• Is the VSM showing what happens 80 percent of the time to reduce
variation and focus on improving the majority of the work?
• If it is prudent to focus initially on the 20% that are the exceptions,
the charter should clearly define the specific conditions being
mapped and the reasons for focusing on the exceptions.
Alternatively, the space here can be used.
• Is the VSM depicting the flow of an average lot size or work that
happens on a typical shift or others?
• <Add other relevant information if necessary to help the audience or
reader understand the VSM>

11. 11
Roles & Responsibilities
Team Roles Responsibilities
Executive Sponsor
Value Stream Mapping
Champion
Facilitator
Logistics Coordinator
Team Leader
Team Members

12. 12
Objective Attendees / Roles Day / Time / Frequency
Project Status Meeting
Biweekly ‘drum beat’ to
communicate project status,
success, issue management
Project Phase Tollgate
Conducted at the end of each
phase
Cadence Meeting
Weekly ‘drum beat’ to
communicate project plan
activities, project status,
success, issue mgmt.
<Other Meetings>
<insert description>
Communication Plan

13. 13
Define Phase Deliverables
• VSM charter
• VSM Manager sign-off
• Executive Sponsor sign-off
• Communication plan

14. © Operational Excellence Consulting. All rights reserved.
Current State Mapping Phase
Team Leader: <name>
Value Stream Champion: <name>
Executive Sponsor: <name>
Date:
< Type Value Stream Improvement
Project Name Here >

15. 15
Value Stream Mapping Roadmap
Create
Implementation
Plan
Design
Future
State Document
Current State
Define
Product
Family
 Define and scope
problem
 Pick product family
 Determine VSM objective
and benefits
 Create VSM charter
 Map current state value
stream
 Quantify current state
value stream performance
 Analyze and identify
improvement
opportunities
 Develop future state
value stream map
 Prioritize improvement
projects
 Develop implementation
plan
 Seek management
approval
 Implement the plan
and monitor
progress
1
2
3
4

16. 16
Basic Mapping Symbols
External
Organization
Process Block
Data Block
Work-in-Process
In-box
Push Arrow
Material Receipts
& Shipments
Manual
Information Flow
Electronic
Information Flow
Operator / Employee
Go See Scheduling
Movement by Truck
Minutes MinutesMinutesMinutes
HoursHoursHoursLead Time
Cycle Time
Timeline
Takt = 60 min
2 Shifts
CT = 25 min
C/O = 25 min

17. 17
Data Collection Plan
What Data Box
Metrics to
Measure
How to
Measure
Data Source Sampling Plan
VSM Objective
it relates to
Comments
Prepare a data collection plan for the Data Boxes.

18. 18
Operational Definitions
• Provide operational definitions of each metric in the data box:
 Lead time
 Process time
 Quality
 Changeover time
 FTE (full time equivalent)
 etc.

19. 19
Current State Value Stream Map
Demand all families =
100 pcs/day.
Demand family A =
35 pcs/day.
2 shifts.
Takt time = 532 sec.
Customers
Machining
Ct = 420s
Co = 20m
Up = 70%
☺ = 1
Shifts = 3
Drilling
Ct = 145s
Co = 15m
Up = 50%
☺ = 1
Shifts = 2
Welding
Ct = 185s
Co = 8m
Up = 70%
☺ = 1
Shifts = 2
Assembly
Ct = 360s
Co = 7m
Up = 80%
☺ = 1
Shifts = 2
Packaging
Ct = 40s
Co = 3m
Up = 15%
☺ = 1
Shifts = 2
Suppliers
MRP
Weekly plan
Forecasts =
30 days
Daily orders
Continuous
forecasts
Daily orders
58 days 6 days 9 days 5 days 2 days 42 days
420 sec 145 sec 185 sec 360 sec 40 sec
Component A =
35 pcs per/day.
Orders are placed
on demand.
Lead time from order
is placed= 2 days.
2030 pcs 210 pcs 315 pcs 175 pcs 70 pcs 1470 pcs
= 122
days
=1150
sec.
Current state value stream map should show the key
process activities. A good range is 5 to 15 process boxes.
Show the timeline below the current state value stream.
ILLUSTRATIVE

20. 20
Metric Current State Goal Projected Future State % Improvement
Timeline Lead Time
Timeline Cycle Time
% Activity
Rolled First Pass Yield
# Employees
Floor Space Used
# Shifts
Add Other Relevant Metrics
Current State Value Stream Mapping Results

21. 21
Current State Findings & Analysis
Order
Value Add
Delivery
Unnecessary
Non Value
Add
Necessary
Non Value
Add

22. 22
Current State Findings & Analysis
15%
20%
65%
Value Add (VA)
Necessary Non-Value
Add (SNVA)
Unnecessary Non-
Value Add (UNVA)

23. 23
Current State Mapping Phase Deliverables
• Operational definitions of each metric in the data box
• Current state value stream map
 Process boxes
 Data boxes
 Timeline Metrics
 Lead Time
 Process Time
 Quality
• Current state plant layout/spaghetti diagram
• Current state results
• List of current state analysis and findings

24. © Operational Excellence Consulting. All rights reserved.
Future State Mapping Phase
Team Leader: <name>
Value Stream Champion: <name>
Executive Sponsor: <name>
Date:
< Type Value Stream Improvement
Project Name Here >

25. 25
Value Stream Mapping Roadmap
Create
Implementation
Plan
Design
Future
State Document
Current State
Define
Product
Family
 Define and scope
problem
 Pick product family
 Determine VSM objective
and benefits
 Create VSM charter
 Map current state value
stream
 Quantify current state
value stream performance
 Analyze and identify
improvement
opportunities
 Develop future state
value stream map
 Prioritize improvement
projects
 Develop implementation
plan
 Seek management
approval
 Implement the plan
and monitor
progress
1
2
3
4

26. 26
Develop Future State Value Stream Map
Demand all families =
100 pcs/day.
Demand family A =
35 pcs/day.
1 shift.
Takt time = 266 sec.
Customers
Machining
Ct = 420s
Co = 5m
Up = 85%
☺ = 1
Shifts = 2
U-Cell
Ct = 250s
Co = 1-3m
Up = 65-80%
☺ = 4
Shifts = 1
Suppliers
MRP
Daily plan
Forecasts =
30 days
Daily orders
Continuous
forecasts
Daily ordersComponent A =
35 pcs per/day.
Orders are placed
on demand.
Lead time from order
is placed= 2 days.
Goal 700 pcs Goal 140 pcs Goal 70 pcs
Kanban
U-cell
Orders
20 days 4 days 2 days
Sum = 730 sec
= 26
days
=1150
sec.
420 sec
Kanban
Changeover time
Increase OEE
Physical layout
Flow between
work stations
etc.
Daily
planning
Changeover times
Increase OEE
Task distribution
ILLUSTRATIVE
Define the future state value stream map. Highlight “Kaizen
bursts” to indicate proposed improvements.

27. © Operational Excellence Consulting. All rights reserved.
Implementation Phase
Team Leader: <name>
Value Stream Champion: <name>
Executive Sponsor: <name>
Date:
< Type Value Stream Improvement
Project Name Here >

28. 28
Value Stream Mapping Roadmap
Create
Implementation
Plan
Design
Future
State Document
Current State
Define
Product
Family
 Define and scope
problem
 Pick product family
 Determine VSM objective
and benefits
 Create VSM charter
 Map current state value
stream
 Quantify current state
value stream performance
 Analyze and identify
improvement
opportunities
 Develop future state
value stream map
 Prioritize improvement
projects
 Develop implementation
plan
 Seek management
approval
 Implement the plan
and monitor
progress
1
2
3
4

29. 29
Implementation Plan
Future State Implementation Plan
Value Stream Implementation Plan Review Dates
Executive Sponsor
Value Stream Champion
Value Stream Mapping Facilitator
Date Created
Block # Goal / Objective Improvement Activity Owner
Implementation Schedule (weeks) Date
1 2 3 4 5 6 7 8 9 10 11 12 Complete
Approvals
Executive Sponsor Value Stream Champion Value Stream Mapping Facilitator
Signature: Signature: Signature:
Date: Date: Dates:

30. © Operational Excellence Consulting. All rights reserved.
About
Operational Excellence
Consulting

31. 31
About Operational Excellence
Consulting
• Operational Excellence Consulting is a management
training and consulting firm that assists organizations in
improving business performance and effectiveness.
• The firm’s mission is to create business value for
organizations through innovative operational excellence
management training and consulting solutions.
• OEC takes a unique “beyond the tools” approach to enable
clients develop internal capabilities and cultural
transformation to achieve sustainable world-class excellence
and competitive advantage. For more information, please visit
www.oeconsulting.com.sg

32. © Operational Excellence Consulting. All rights reserved.
To download this template,
please visit us at:
www.oeconsulting.com.sg
END OF PARTIAL PREVIEW