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What is the "Action Plan" phase section and how to use it?

Angad Singh avatar
Written by Angad Singh
Updated over 4 months ago

Section: Action Plan

The Action Plan section, as its name suggests allows you to add action items to a kaizen.

This section is to some measure similar to a To Do List but specifically for a kaizen.

You can add an action item, the team members can get on the work/task described and when finished mark it as complete.

Let’s understand it with a flowchart:

Action Plan Section Workflow

Steps

Corresponding Fields in Section

Type of Fields

Add a new Action Item

Title

Text Field

Description

Rich Text Editor

Action Type

Drop-down Menu

Add someone responsible for the Action

Add Assignee Window

Drop-down Search Menu

Add a date for the action

Calender Window

Calender field

Perform Action

This Step is performed on site or as required by the description mentioned.

Communicate the Result

Mark As Close

Clickable Button

Let’s go ahead and add Action Plans to our Check Phase!


Section: How to use Action Plan

Check out the Video Guide for a step-by-step walkthrough and detailed insights.

(Runtime: 2:25) Watch Now ▶️

The Action Plan Section inside kaizen is used in three phases:

Phase 1: Adding Action Plan

Phase 2: Adding Information/Criterion

Phase 3: Communicating the Result


Phase 1: Adding Action Plan (Expand below for details)


Phase 2: Adding Information/Criterion (Expand below for details)


Phase 3: Communicating the Result (Expand below for details)


Using the above three phases, you can add action items to the kaizen and see them through completion!


Congratulations! We have successfully learned about the Action Plan Section inside Kaizen!


We’re near the end of Check phase with three sections added and 1 more to go!

11 Sections down, 6 more to go!

Let’s wrap up our Check Phase with one more section!

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