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A3 Reports
Aims & Objectives

Target Audience :Anyone who has to write a report or proposal

Purpose of Module :To confirm understanding and benefits of
A3 report writing to how to create one.

Aims & Objectives :
            • To confirm understanding of how to clarify thinking in a
            concise way
            • To define a standard format for reports
            • To guide in the various steps in the creation of a report
            • To demonstrate the ability to create an A3
Course Agenda



•Define a standard format for reports

•Guide in the various steps in the creation

of a report

• To demonstrate the ability to create an

A3
What is an A3 Report

A process used to document and report solutions to
problems established within any area of the organisation.
This differs from other types of report in the way that all
information is disclosed on an A3 sheet.

Data being:
•Aim
•Objectives
•Methodology
•Result
•Post result analysis
•Learning points
Why A3 Report

A3 Reports offer a simple and structured approach to reporting
solutions to problems.

A3 Reports are particularly effective in demonstrating to third
parties the development stages of a fault, in reaching a
solution.

A3 Reports reveal the actions taken, or to be taken, in
eradicating faults.

A3 Reports reflect the benefits of implementing a particular
methods to a problem, with the provision of justification.

Essentially, A3 Reports leads to the identification & elimination
of waste, in order to control processes.
80 / 20 Rule

         When writing the report remember the 80/20 rule!



•What
•when
                Summary                              20%

•where
•why
•who
•how                   Detail
                       5 w’s 1 h

                                                     80%




                       Proposal
Make it Easy to Read!
Summary
                              If it’s difficult to read I’m not going to
          Summary
                               read it and you will not get
                    Summary    what you want!




            Detail
            5 w’s 1 h




           Proposal
Show the Status if Report on Progress


                    status       -on plan

      Summary                    -away from plan with
                                  recovery action in place

                             x   -away from plan,
                                  no recovery in place
       Detail
       5 w’s 1 h




       Proposal
A3 Reports - Example


                                                     A3 Report
Title: Area or fault that A3 report is being implemented for.   REPORT NUMBER: A number must be assigned to report
                                                                for tracaebility purposes.


AIM: Simple & Concise statement reflecting targets or problem   RESULT: Results obtained from pursuing described
description.                                                    methodology, in satisfying aims and objectives.


OBJECTIVES: Listing of all objectives necessary to achieve
aims (bullet points).


METHOD: Step-by-step description of method to be
employed in satisfying aims and objectives.




POST RESULT ANALYSIS: Suggested changes in                      LEARNING POINTS: Conclusion to an A3 Report. Was
methodology, in order to improve results obtained.              aims and objectives satisfied? Any unexpected findings observed?
How?
Decide and construct your
           story
Must satisfy your reader’s
          needs

                      Visualise you’re A-3
                      *Does it tell a story?
                      *Is it brief, concise?


                                       Decide type of A-3


                                                  Provide information to
                                                    Support your story


                                                                 Determine your goal.
                                                                 What’s the purpose?

                                                                                Did we reach a conclusion?
                                                                                What’s the recommendation?
                                                                                Did we satisfy our goal?


                                                                                              Analyze your information
                                                                                                  Charts, graphs
A3 Reports - Benefits


•Helps define a standard for all to use.

•Provides a clear and concise method of reporting information.

•Method of operation is visible and accessible to all.

•Can promote communication, and team working.

•Leads to reduction of waste.

•A continuous improvement activity.

•Creates efficient working environment.
A3 Reports - Example
                   PROPOSAL STORY                                                  TO:
           (replace this heading with your title)
                                                    DATE:                          FROM:


                                                    PROPOSAL, Cont’d
THEME




INTRODUCTION




                                                            PLAN


                                                       WHAT                          WHO                   WHEN
                                                    _____________________________________________________________________
                                                    __________

PROPOSAL                                            _____________________________________________________________________
                                                    __________

                                                    _____________________________________________________________________
                                                    __________




                                                    UNRESOLVED ISSUES
A3 Reports - Example
        PROBLEM SOLVING REPORT STORY                                             TO:
         (replace this heading with your title)
                                                  DATE:                          FROM:

THEME
                                                  COUNTERMEASURES




PROBLEM SITUATION


                                                  IMPLEMENTATION


                                                     WHAT                          WHO                   WHEN
                                                  ______________________________________________________________________
                                                  _________

                                                  ______________________________________________________________________
TARGET/ GOAL
                                                  _________

                                                  ______________________________________________________________________
                                                  _________

                                                  ______________________________________________________________________
                                                  _________



CAUSE ANALYSIS
                                                  FOLLOW-UP
A3 Reports - Example
               STATUS REPORT STORY
         (replace this heading with your title)                         TO:

                                                  DATE:                 FROM:
THEME




BACKGROUND                                        TOTAL EFFECT




OBJECTIVES

                                                  UNRESOLVED PROBLEMS/ FUTURE ACTIONS




IMPLEMENTATION
A3 Reports - Example
INTRODUCTION                                                TO:
Name:
                                 DATE:                      FROM:
Plant:

                                 PLANT LEARNINGS (Cont’d)



PURPOSE OF VISIT




PLANT LEARNINGS

                             IMPLEMENTATION PLAN
                                         WHAT                       WHO   WHEN




                            11
A3 Reports - When to Use Them




  Anytime you wish to clearly
  tell a story, especially when
  You wish to simplify or
  clarify a complicated issue




               12
A3 reports - Why?
     BECAUSE AN A-3 REPORT encourages….
•Logical Thinking – What/How to accomplish
•Decision-Making – All facts on one page
•Provides Standardised Method of Communication – is easy for to
recognize and read
•Forces Addressing of All Issues – any steps/facts left out?
•Focuses Problem–Solving Activities – 5 Whys
•Eliminates Waste – New methods help you think about waste
and how it can be eliminated
•Forces You to Ask:
        Why do this? Does it make sense?
       Will it improve the current process? Will it solve a
problem?
A3 Reports - Why?
A3 Reports - Why

 REDUCTION IN
  VARIATION
                -Standardised Format

QUICK SET-
    UP
                -Standardised Format

LEAD TIME       -Promotes quicker decision making
REDUCTION
                -Concise, clear communication
 ERROR          -Easier to spot defects
PROOFING        -Improves decision making
 SMALL LOT
 STRATEGY
                -Reduces multi-page reports to one

 VISUAL         -Standardised Format
CONTROLS

PEOPLE          -A standardised approach to business
                communication
                 used to develop people •Eliminates waste
                                        •Lowers costs
                                        •Improves profits
A3 Reports - Summary


•Plan time to grasp the ENTIRE situation
•Decide what kind of story you need to tell
•Relate the story to top company values, philosophies
•Make your story flow in a logical sequence
•Save words – use graphs and visuals
•Make every word count
Example
Date   Issue   Sign                                                                                                    G.M/ MMT.
                                                                                                       Key Stakeholders.                                      H.O.L.          Ch.Eng..                Origin.
                                                                                                                                               TU

                      Module:
1. Purpose of this module / element.     2.Benefits

   Definition:




  Helicopter view:
                                         3. Proposal




                                                                                      Step by step




                                                                                                                                                                           Highlight on
                                                                                                                                                Simulations




                                                                                                                                                                                          route map
                                                                                                                                                              Experts to
                                                                                                     examples




                                                                                                                                                                           route map
                                                                 summary
                                                                           Standard
                                                      Glossary




                                                                                                                                                exercises




                                                                                                                                                                                          Detailed
                                                                                                                                    Training
                                                                                                                          Memory



                                                                                                                                    courses
                                                                                                     Worked




                                                                                                                          joggers




                                                                                                                                                              contact
                                                                                                                studies
                                                                           formas


                                                                                      guides
                                                                 Exec.




                                                                                                                Case
                                         Elements




   Detailed view:




                                        4. Potential issues and countermeasures




                                        5. Reference documents:
Case Study
Case Study
Quick Changeover (QCO)
Purpose

Bring a batch production process as close as possible to a flow production process! Increase the flexibility of the process!
Explanation/ How to proceed
                                                                                                                                                                      6                       Draw current state
        1                      What is QCO?                                                  5                Implementation Steps                                                                                                                    c/o process steps
                                                                                                                                                                   Purpose: Display the actual situation in a standar-                                     recorded
                                                                                       1.        Select a production team and train the people in the
  A standardised method for a production work group to analyse and                                                                                                 dised way to to get a common understanding
                                                                                                 new methods and their roles and resposibilities.
  significantly reduce set-up time.                                                                                                                                 of the problems or potential improvements.
                                                                                       2.        Select the target area
                                                                                                                                                                   • Select the target area
  Change over time is the time between the last good part of one                       3.        Document the current c/o Method ( Video, Spaghetti
                                                                                                                                                                   • Display the activities
  production run to the first good part of the Next Production run.                              – Chart, Step Chart, Standardised Work Sheet )
                                                                                                                                                                   • Standardise the steps and the work content
                                                                                       4.        Develop the Future State.
  An important influence on the QCO activities has the required                        5.        Implement the Suggestions ( Activity Plan,
  process capacity to satisfy the customer demand in planned                                     Standardise the new situation, train the people )                                                                                          Standard Work Sheet (SWS)
  production time (Customer Takt )                                                                                                                                                                                                        Standard Work Sheet (SWS)
                                                                                       6.        Monitor the success
                            Leadtime / lot / part No.                                  7.        Identify long term equipment modifications                                                                                               Create a SWS for the
                                                                                                                                                                                                                                          Create a SWS for the
                                                                                                                                                                                                                                          current state to show
                                                                                                                                                                                                                                          current state to show
         100 parts A               c/o           100 parts B               c/o
                                                                                                                                                                                                                                          workplace and and
                                                                                                                                                                                                                                          workplace and and
                                                                                        4              Quick Change Over Method                                                                                                           c/o process.
                                   QCO activities                                                                                                                                                                                         c/o process.
                                                                                                                8 Standardise & Document
                                                                                                                                                                                                                                                                                         Draw current state
       50 parts A   Qc/o   50 parts B   Qc/o   50 parts A   Qc/o   50 parts B   Qc/o                          7 Validate Procedure/Verify Results                       c/o Matrix:
                                                                                                                                                                                                                                                                                         • Show the waste (walking,
 Result                                                                                                   6    Implement the Plan
                                                                                                                                                                        1. To decide the target (i.e. Look at the red
                                                                                                                                                                            (difficult) c/o first)                                                                                         transport, tooling storage
 ! Same volume produced                                                                                                                                                                                                                                                                    etc.)
                                                                                                       5 Streamline Internal/External Activities                        2. Useful aid for production control in
 ! Leadtime/product cut in half. Products can be pulled by next process                                                                                                    deciding the production sequence for
   much earlier                                                                                      4 Locate Parallel Activities
                                                                                                                                                                           different products
                                                                                                  3 Shift Internal Activities to External                                                                  7                   Draw future state
         2                        Objectives
                                                                                              2 Separate Internal and External Activities
      Bring a batch production process as close possible to                                                                                                       Design future c/o process :
                      a flow production process                                             1 Document Current Changeover Elements
          Traditionally                       Future                                                                                                                                                                          CHANGE OVER TIME
                                                                                                                                                               1 Document Current C/O Elements
 ! Big lot sizes, avoid c/o               ! Small lot sizes, frequent c/o
                                                                                                                                                                                                     RU                                                            RUN                Draw future state
 ! C/o not done by operator but           ! C/o done by operator                                                                                                                                     NA                       All Changeover Elements               B
                                                                                                                                                                                                                                                                                      • Waste removed (less
   by maintenance people                  ! Standards for all c/o processes
                                                                                        8 Considerations for future equipment planning                                                                                                                                                  walking, transport, tooling
 ! No c/o planning                        ! Produce product on demand
                                                                                                                                                               2 Separate Internal / External Activities                       50% Reduction
                                                                                                                                                                                                                                                                                        prepared in advance etc.)
 ! High inventory/long lead               ! Lower manufacturing costs
                                                                                                                                                                                                      RU
                                                                                                                                                                                                                           Internal
                                                                                                                                                                                                                                                RU
                                                                                                                                                                                                                                                NB
                                                                                                                                                                                                                                                           EXT

   times                                                                               ! During the planning phase for new equipment provide                                                          NA                                                   .

                                                                                         for quick and simple c/o.
        3           Opportunities for improvement
                                                                                       ! Use o-point systems (Nullpunkt-Systeme)
                                                                                                                                                               3 Shift Internal Activities to External                    Additional 25% Reduction
                                                                                       ! Use common fixtures                                                   4 Locate Parallel Activities
     80% Workplace                                                                                                                                                                                   RU

     Organization &                                                10% Equipment       ! Avoid threads in favor of quick release mechanisms                                                          NA            Internal                RUN B           EXT.
                                                                                                                                                                                                                                                                                                Record new c/o
     Management                                                                                                                                                                                                                                                                                 times to




                                                                                                                                                                                                                                                                          C/o Time
                                                                                                                                                               5 Streamline Internal/External Activities                  Additional 15% Reduction                                              visualise and
                                                                                                                                                                                                     RU                       RU
                                                                                                                                                                                                                                                                                                sustain
                                                                                                                                                                                                     NA                       NB                   EXT.                                         improvements
                                                                                                                                                                                                               Internal
                                                                                                                                                               6 Implement the Plan

                                                                                                                                                                                                                                                                                     Current   Test
                                                                                                                                                                   7 Validate Procedure/Verify Results8 Document New Procedure on a SWS                                              State       Date
                                                                    5% Tooling
                           5% Product Design

Properties                                                                                             Hints for implementation                                                                                       Relation to other – elements: *
QCO integrates the c/o into the production responsibility                                              • QCO activities focus firstly on bottlenecks (determined by e.g. VSM on a large scale                         • Standardised Work
                                                                                                         and by the c/o matrix on a smale scale)
                                                                                                                                                                                                                      • SPC
Service Departments are involved by supporting the production in
                                                                                                                                                                                                                      • 5S – Visual Management
  reaching                                                                                             • All shifts have to be involved into the activities.
                                                                                                                                                                                                                      • Logistics
their production targets.                                                                                                                                                                                             • TPM
                                                                                                       • QCO has a significant impact on the traditional roles and responsibilities of
Overriding Metrics is the Production Performance.                                                                                                                                                                     • VSD
                                                                                                         production and service. Issues have to be solved before starting the module.
                                                                                                                                                                                                                      • Performance Measurables

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A3 reports

  • 2. Aims & Objectives Target Audience :Anyone who has to write a report or proposal Purpose of Module :To confirm understanding and benefits of A3 report writing to how to create one. Aims & Objectives : • To confirm understanding of how to clarify thinking in a concise way • To define a standard format for reports • To guide in the various steps in the creation of a report • To demonstrate the ability to create an A3
  • 3. Course Agenda •Define a standard format for reports •Guide in the various steps in the creation of a report • To demonstrate the ability to create an A3
  • 4. What is an A3 Report A process used to document and report solutions to problems established within any area of the organisation. This differs from other types of report in the way that all information is disclosed on an A3 sheet. Data being: •Aim •Objectives •Methodology •Result •Post result analysis •Learning points
  • 5. Why A3 Report A3 Reports offer a simple and structured approach to reporting solutions to problems. A3 Reports are particularly effective in demonstrating to third parties the development stages of a fault, in reaching a solution. A3 Reports reveal the actions taken, or to be taken, in eradicating faults. A3 Reports reflect the benefits of implementing a particular methods to a problem, with the provision of justification. Essentially, A3 Reports leads to the identification & elimination of waste, in order to control processes.
  • 6. 80 / 20 Rule When writing the report remember the 80/20 rule! •What •when Summary 20% •where •why •who •how Detail 5 w’s 1 h 80% Proposal
  • 7. Make it Easy to Read! Summary If it’s difficult to read I’m not going to Summary read it and you will not get Summary what you want! Detail 5 w’s 1 h Proposal
  • 8. Show the Status if Report on Progress status -on plan Summary -away from plan with recovery action in place x -away from plan, no recovery in place Detail 5 w’s 1 h Proposal
  • 9. A3 Reports - Example A3 Report Title: Area or fault that A3 report is being implemented for. REPORT NUMBER: A number must be assigned to report for tracaebility purposes. AIM: Simple & Concise statement reflecting targets or problem RESULT: Results obtained from pursuing described description. methodology, in satisfying aims and objectives. OBJECTIVES: Listing of all objectives necessary to achieve aims (bullet points). METHOD: Step-by-step description of method to be employed in satisfying aims and objectives. POST RESULT ANALYSIS: Suggested changes in LEARNING POINTS: Conclusion to an A3 Report. Was methodology, in order to improve results obtained. aims and objectives satisfied? Any unexpected findings observed?
  • 10. How? Decide and construct your story Must satisfy your reader’s needs Visualise you’re A-3 *Does it tell a story? *Is it brief, concise? Decide type of A-3 Provide information to Support your story Determine your goal. What’s the purpose? Did we reach a conclusion? What’s the recommendation? Did we satisfy our goal? Analyze your information Charts, graphs
  • 11. A3 Reports - Benefits •Helps define a standard for all to use. •Provides a clear and concise method of reporting information. •Method of operation is visible and accessible to all. •Can promote communication, and team working. •Leads to reduction of waste. •A continuous improvement activity. •Creates efficient working environment.
  • 12. A3 Reports - Example PROPOSAL STORY TO: (replace this heading with your title) DATE: FROM: PROPOSAL, Cont’d THEME INTRODUCTION PLAN WHAT WHO WHEN _____________________________________________________________________ __________ PROPOSAL _____________________________________________________________________ __________ _____________________________________________________________________ __________ UNRESOLVED ISSUES
  • 13. A3 Reports - Example PROBLEM SOLVING REPORT STORY TO: (replace this heading with your title) DATE: FROM: THEME COUNTERMEASURES PROBLEM SITUATION IMPLEMENTATION WHAT WHO WHEN ______________________________________________________________________ _________ ______________________________________________________________________ TARGET/ GOAL _________ ______________________________________________________________________ _________ ______________________________________________________________________ _________ CAUSE ANALYSIS FOLLOW-UP
  • 14. A3 Reports - Example STATUS REPORT STORY (replace this heading with your title) TO: DATE: FROM: THEME BACKGROUND TOTAL EFFECT OBJECTIVES UNRESOLVED PROBLEMS/ FUTURE ACTIONS IMPLEMENTATION
  • 15. A3 Reports - Example INTRODUCTION TO: Name: DATE: FROM: Plant: PLANT LEARNINGS (Cont’d) PURPOSE OF VISIT PLANT LEARNINGS IMPLEMENTATION PLAN WHAT WHO WHEN 11
  • 16. A3 Reports - When to Use Them Anytime you wish to clearly tell a story, especially when You wish to simplify or clarify a complicated issue 12
  • 17. A3 reports - Why? BECAUSE AN A-3 REPORT encourages…. •Logical Thinking – What/How to accomplish •Decision-Making – All facts on one page •Provides Standardised Method of Communication – is easy for to recognize and read •Forces Addressing of All Issues – any steps/facts left out? •Focuses Problem–Solving Activities – 5 Whys •Eliminates Waste – New methods help you think about waste and how it can be eliminated •Forces You to Ask: Why do this? Does it make sense? Will it improve the current process? Will it solve a problem?
  • 18. A3 Reports - Why? A3 Reports - Why REDUCTION IN VARIATION -Standardised Format QUICK SET- UP -Standardised Format LEAD TIME -Promotes quicker decision making REDUCTION -Concise, clear communication ERROR -Easier to spot defects PROOFING -Improves decision making SMALL LOT STRATEGY -Reduces multi-page reports to one VISUAL -Standardised Format CONTROLS PEOPLE -A standardised approach to business communication used to develop people •Eliminates waste •Lowers costs •Improves profits
  • 19. A3 Reports - Summary •Plan time to grasp the ENTIRE situation •Decide what kind of story you need to tell •Relate the story to top company values, philosophies •Make your story flow in a logical sequence •Save words – use graphs and visuals •Make every word count
  • 20. Example Date Issue Sign G.M/ MMT. Key Stakeholders. H.O.L. Ch.Eng.. Origin. TU Module: 1. Purpose of this module / element. 2.Benefits Definition: Helicopter view: 3. Proposal Step by step Highlight on Simulations route map Experts to examples route map summary Standard Glossary exercises Detailed Training Memory courses Worked joggers contact studies formas guides Exec. Case Elements Detailed view: 4. Potential issues and countermeasures 5. Reference documents:
  • 22. Case Study Quick Changeover (QCO) Purpose Bring a batch production process as close as possible to a flow production process! Increase the flexibility of the process! Explanation/ How to proceed 6 Draw current state 1 What is QCO? 5 Implementation Steps c/o process steps Purpose: Display the actual situation in a standar- recorded 1. Select a production team and train the people in the A standardised method for a production work group to analyse and dised way to to get a common understanding new methods and their roles and resposibilities. significantly reduce set-up time. of the problems or potential improvements. 2. Select the target area • Select the target area Change over time is the time between the last good part of one 3. Document the current c/o Method ( Video, Spaghetti • Display the activities production run to the first good part of the Next Production run. – Chart, Step Chart, Standardised Work Sheet ) • Standardise the steps and the work content 4. Develop the Future State. An important influence on the QCO activities has the required 5. Implement the Suggestions ( Activity Plan, process capacity to satisfy the customer demand in planned Standardise the new situation, train the people ) Standard Work Sheet (SWS) production time (Customer Takt ) Standard Work Sheet (SWS) 6. Monitor the success Leadtime / lot / part No. 7. Identify long term equipment modifications Create a SWS for the Create a SWS for the current state to show current state to show 100 parts A c/o 100 parts B c/o workplace and and workplace and and 4 Quick Change Over Method c/o process. QCO activities c/o process. 8 Standardise & Document Draw current state 50 parts A Qc/o 50 parts B Qc/o 50 parts A Qc/o 50 parts B Qc/o 7 Validate Procedure/Verify Results c/o Matrix: • Show the waste (walking, Result 6 Implement the Plan 1. To decide the target (i.e. Look at the red (difficult) c/o first) transport, tooling storage ! Same volume produced etc.) 5 Streamline Internal/External Activities 2. Useful aid for production control in ! Leadtime/product cut in half. Products can be pulled by next process deciding the production sequence for much earlier 4 Locate Parallel Activities different products 3 Shift Internal Activities to External 7 Draw future state 2 Objectives 2 Separate Internal and External Activities Bring a batch production process as close possible to Design future c/o process : a flow production process 1 Document Current Changeover Elements Traditionally Future CHANGE OVER TIME 1 Document Current C/O Elements ! Big lot sizes, avoid c/o ! Small lot sizes, frequent c/o RU RUN Draw future state ! C/o not done by operator but ! C/o done by operator NA All Changeover Elements B • Waste removed (less by maintenance people ! Standards for all c/o processes 8 Considerations for future equipment planning walking, transport, tooling ! No c/o planning ! Produce product on demand 2 Separate Internal / External Activities 50% Reduction prepared in advance etc.) ! High inventory/long lead ! Lower manufacturing costs RU Internal RU NB EXT times ! During the planning phase for new equipment provide NA . for quick and simple c/o. 3 Opportunities for improvement ! Use o-point systems (Nullpunkt-Systeme) 3 Shift Internal Activities to External Additional 25% Reduction ! Use common fixtures 4 Locate Parallel Activities 80% Workplace RU Organization & 10% Equipment ! Avoid threads in favor of quick release mechanisms NA Internal RUN B EXT. Record new c/o Management times to C/o Time 5 Streamline Internal/External Activities Additional 15% Reduction visualise and RU RU sustain NA NB EXT. improvements Internal 6 Implement the Plan Current Test 7 Validate Procedure/Verify Results8 Document New Procedure on a SWS State Date 5% Tooling 5% Product Design Properties Hints for implementation Relation to other – elements: * QCO integrates the c/o into the production responsibility • QCO activities focus firstly on bottlenecks (determined by e.g. VSM on a large scale • Standardised Work and by the c/o matrix on a smale scale) • SPC Service Departments are involved by supporting the production in • 5S – Visual Management reaching • All shifts have to be involved into the activities. • Logistics their production targets. • TPM • QCO has a significant impact on the traditional roles and responsibilities of Overriding Metrics is the Production Performance. • VSD production and service. Issues have to be solved before starting the module. • Performance Measurables