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About phases and sections in a Best Practice

Learn how methodologies, phases and sections structure a Best Practice into a step-by-step process.

Written by Angad Singh

Phases and sections are linked. Sections are attached to phases, phases belong to a methodology, and the methodology is attached to a Best Practice. Together they build a step-by-step process.

Phases

When you create a Best Practice, one of the fields you fill in is Methodology. See Create a Best Practice.

A methodology is the method a Best Practice follows. It contains phases, which are the steps the Best Practice moves through.

Example: Common methodologies are P-D-C-A (Plan, Do, Check, Act) and D-M-A-I-C (Define, Measure, Analyze, Improve, Control).

You can create a new methodology and add the phases you need. Best Practices use the same methodology options as Kaizens. To create one, see Add a new Kaizen methodology.

When you attach a methodology to a Best Practice during creation, its phases are attached automatically. You see them when you open the Best Practice. See Open an existing Best Practice.

Sections

Below the phases, you see a list of sections. Some are attached to specific phases.

Sections are tools or process types, such as Team, Target or Tool, that you add to a phase to help it progress.

Several sections are ready to add to a phase, and new sections can be created when needed.

Depending on the methodology or section you choose, sections contain further options, for example to assign a team, choose tools or allocate hours. For details of each section, see About Kaizen phase sections.

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