A Kaizen methodology is a phase-by-phase process for reaching a goal, for example D-M-A-I-C or P-D-C-A. Each methodology belongs to a Kaizen type.
Who can do this: admins with permission to manage Kaizen settings.
Before you begin
Open the Add New window in Kaizen Settings, as described in Add a Kaizen type.
Add the methodology
1. In the Add New window, find the Kaizen type you want ("Quick Kaizen" in the example).
2. Click Add Kaizen Methodology at the bottom of that type. Scroll down if needed.
3. In the box that appears, type the name of the new methodology ("Sample New Methodology" in the example).
4. Click Create on the right of the box.
As you type, any existing methodology with a similar name appears in the suggestions list. No Items Found means the name is not in use, so a new methodology will be created.
Add the phases
When the name is confirmed as new, the Add Methodology window opens. Here you create the phases of the methodology.
5. Enter the details and the phases you need.
6. Click the + sign to add a phase, or the - sign to delete one.
7. Click Save at the bottom right.
Result
The message Methodology Added Successfully appears in the notification area at the top.
The new methodology appears under the Kaizen type you selected.
Next steps
Set the timeline and default: each methodology has settings for total days to due, days by phase and whether it is the default. See Edit methodology settings for a Kaizen type.
Add a template for each phase to choose which sections open automatically, such as Problem Description, 5W1H, 5 Whys or Action Plan.
Create a workflow for the project type so Kaizens can move through their statuses.
Note: a project type only appears on the create form once it has a methodology. For the full setup order, see About Kaizen Settings.