The Project Summary Report plays a key role in your Catena project
management tool kit. It is designed to provide a detailed listing of your key
project metrics documenting the base condition, the projected state based on
your analysis and the final accomplishments of the project.
The tool has also been designed to include periodic post implementation audits
on the same metrics. This combined with the Audit Score Card provide the
discipline and objective view by which to evaluate project outcomes and ensure
gains are sustained.
How To Use
1. From the Project Panel, click the Sustain tab, and then click the Project Summary
Sheet button.
Catena® will launch Microsoft Excel® and load the Project Summary tool into it.
2. Click the PROJECT SUMMARY tab to open the Project Summary worksheet.
3. Complete header block with decision topic, project name, revision (date) and
comments.
4. Under Total Direct Project Area FTE’s, add direct staff titles, baseline, projected,
and actual FTE counts.
5. Under Direct Overtime, enter baseline, projected and actual overtime hours and
dollars for direct staff.
6. Under Direct Flexibility, rate the degree of Cross Training on a scale from 1 =
limited to 5 = maximum for baseline, projected, and actual.
7. Under Direct Activity Analysis, enter baseline, projected, and actual results for
key Activities.
8. Under Indirect Project Area FTE’s, enter titles for clerks, supervisors, managers
and other support staff. Also add baseline, projected and actual FTE counts.
9. Under Indirect Overtime enter overtime dollars and hours for indirect staff.
10. Under Cycle Time, enter baseline,
projected, and actual process flow
times for selected products/services.
11. Under Capacity & Scheduling,
enter unit output per total hours paid and
hourly capacity for baseline, projected and actual. Also rate degree of Production
Control (1 = weak to 5 = strong) and the ability to Schedule (staffing) to Demand
(1 = limited to 5 = effectively).
12. Under Work in Process (WIP_, enter
the number of units or components
and the value of them for baseline, projected, and actual.
13. Under Floor Space, enter the baseline,
projected and actual values for
floor space used to produce products/services and for storage and inventory
holding areas.
14. Under Process Analysis, enter baseline,
projected, and actual results from
key Process flows.
15. Under Change Over Between Shifts,
enter baseline, projected, and actual
times required to go from one shift to the next.
16. Under Change Over Equipment, Machine,
and Instrument Change Over,
enter internal and external change over minutes for key equipment.
17. Under Standard Work, rate the quality
of standard work instructions (1 =
poor to 5 = excellent). Also rate how well project area is aware of critical quality
and safety points.
18. Under Data, rate the availability
and integrity of operational data (1 = poor
to 5 = excellent). Also rate how effectively that data is used in operations (1 =
minimally to 5 = highly effective).
19. Many of the tables in the Project
Summary are composed of multiple
items, with ratings. To add more items to a table, click the ‘Add’ button located
next to the table.
Fill out any accompanying windows, and then click OK to add the new rows.
(Note: Some of the add buttons will automatically add a single new item, without
any prompts or windows).
20. To Print the Project Summary, click
the Print button.
Microsoft Excel® will open the Print Dialog window.
21. To Email the Project Summary, click
the Email button.
Microsoft Outlook® will open the new message window. The current Project
Summary will be attached.
22. In order to sustain the improvements,
periodically update this summary
using the columns on the right.
