Six Sigma Tool Navigator: The Master Guide for Teams
AKA | Impact-Effort Analysis, List Reduction |
Classification | Evaluating/Selecting (ES) |
Tool description
The criteria filtering technique is a screening methodology that uses certain criteria to sort identified problem areas into two categories, one of easy-to-do "low hanging fruit activities" requiring relatively few resources, and the other of hard-to-do activities that require a more extensive problem-solving approach and, therefore, more resources to solve a problem.
Typical application
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To prioritize team activities on the basis of high impact—low resource requirements.
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To identify quick fix opportunities.
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To brainstorm selection criteria to be used as a filter to screen out easy-to-do problem-solving activities.
Problem-solving phase
→ | Select and define problem or opportunity |
→ | Identify and analyze causes or potential change |
→ | Develop and plan possible solutions or change |
→ | Implement and evaluate solution or change |
Measure and report solution or change results | |
Recognize and reward team efforts |
Typically used by
Research/statistics | |
Creativity/innovation | |
Engineering | |
2 | Project management |
4 | Manufacturing |
Marketing/sales | |
Administration/documentation | |
3 | Servicing/support |
Customer/quality metrics | |
1 | Change management |
before
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Criteria rating form
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Consensus Decision Making
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Activity analysis
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Countermeasures Matrix
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Project Prioritization Matrix
after
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Run-It-By
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What-If Analysis
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Five Whys
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Value analysis
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Cycle Time Flowchart
Notes and key points
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The selection criteria should be determined by team consensus and should cover resource requirements such as time, cost, expertise, quantity, quality, legal, safety, and approval authorization levels.
Step-by-step procedure
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STEP 1 As a first step, the team brainstorms appropriate criteria that will screen and sort potential problem-solving or improvement opportunities into two categories, easy-to-do and hard-to-do.
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STEP 2 The established criteria is displayed on a flip chart alongside a recommended list of problem-solving or process-improvement opportunities.
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STEP 3 Using the criteria as a filter, the team screens every item on the list by answering the questions (criteria) as seen in the example.
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STEP 4 Lastly, a new list of easy-to-do items is compiled, dated, and assigned for action.
Example of tool application
Training Improvement Opportunities
(Activity #6 – Revise Training Registration Form)
Criteria (Filter) | Date: xx/xx/xx | |
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Estimated hours (≤ 160) | Yes | No___ |
Cost to implement (≤ $500) | Yes | No___ |
Adverse impact? | Yes___ | No |
Legal involved? | Yes___ | No |
Safety involved? | Yes___ | No |
Support organizational goals? | Yes | No___ |
Outside expertise required? | Yes___ | No |
Estimated schedule (≤ 3 months) | Yes | No___ |
Note: This activity is categorized as "easy to do." |
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