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Project terms

  • Project – This is a tool for the leadership of an organization to manage groups of Improvements which are closely related. Projects usually represent “top-down” driven Improvement.

    For example, a Project might be focused on improving patient wait times at a hospital, and contain several Improvements targeting various elements of the problem. Examples include run of the mill “Projects,” Value Stream Mapping Events, Kaizen Events, Green Belt Classes, etc. 

  • Sponsors – Someone higher up in the organization that is interested in the Project but has no direct responsibility for it.

  • Facilitators – Manages the Project and the users involved with it.

  • Leaders – Manage the Improvements in the Project.

  • Participants – The people involved with the Project who are responsible for identifying and working on Improvements.

  • Status – The status of a Project indicates how far along in the implementation process it is. 

    • Planned - This is an optional status. It is intended for Projects that will be done at a future date.

    • Active - The project has begun.

    • Overdue -  The project has not been completed on time.

    • Completed - The project has ended.

  • Start Date – The first date on which an Improvement can be submitted to a Project.

  • End Date – The last date on which an Improvement can be submitted to a Project.

    Users can continue to work on Improvements after the end date, but no new Improvements can be submitted.

  • Project Comments – Users can enter comments on the Project to log updates and communicate with other users. Comments are noted in the digest email, and can optionally be sent out in individual emails.

  • Attachments – Files that are saved as part of the Project so that all information about the work being done is stored in a single location. They can be used to store images, spreadsheets, project charters, and links to secure documents. All the basic file types are supported.

  • Links - Web addresses that are saved as part of the Project. They can be used to associate a specific web page or even an online document with an Improvement or Project.


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