Current State

Details Data
Name of Business Unit

# BU Departments

# BU Products

Total Number of Assets

Total Number of Employees

Fiscal Year FY2018 FY2019 FY2020

Income to Business
Unit in SDG
Cost from Business
Unit in SDG

Details Product Product Product Product Product Product

A B C D E F
Demand
Frequency
End customer

Demand for
FY2020
Units sold
FY2020
 Culture
Question Yes/No Comments
Does the organization have a rewards and
recognition culture for front line or Level 1
employees?
Does the organization have a process for
sharing the performance of front line employees
with them on a weekly/ monthly basis?
Has the organization invested in data collection
systems to collect data for all relevant metrics?
Does the organization run Quality Circles in their
shop floors or operational areas?
Does the organization leadership invest enough
time on walking the shopfloors?
Does the organization understand the
motivational needs of their employees?
Does the organization have an integration
framework that integrates HR, Finance,
Marketing and other support areas with
Operations?

Marketing
Question Yes/No Comments
Does the marketing department maintain current
customer segmentation?
Has the marketing performed BTL activities to
focus on customer segments?
Does the marketing know its most profitable
customer segment?
Has the company focused on prioritizing their
most profitable customer segment?
Metrics – Does the marketing track Cost per
client, Calls to Sales Ratio?
Does the Marketing department monitor its
campaigns?
How many marketing campaigns did the
marketing department run in the last 3 years and
what were the outcomes?
How frequently does the Marketing department
run its marketing campaign?
Does the BU have an Internet presence? (SEO
website, Social media etc)? Are the Internet
Assets well exploited and optimized?

Purchase
Question Yes/No Comments
Does the purchase department declare penalties
on the supplier in case of late delivery of goods?
Does the purchase department follow the
process of “Multi-supplier” for raw materials?
Does the purchase department follow a
standardized process of selecting suppliers
based on technical competence and financial
offer?
Does the purchase department update the Part
or Raw Material requestor on the estimated
receipt date?
Does the purchase department ask the
supplier(s) to provide a follow up on part and raw
material shipment?
Metrics – Does the Purchase department track
TCO, Time delays of Suppliers?

Logistics
Question Yes/No Comments
How many warehouses does the BU have?
Does the Warehouse have targets on Stock out
dates?
Does the Warehouse track Time in Time out for
parts or products?
Does the Warehouse store items using barcode
procedures?

Operations
Question Yes/No Comments
Does the Operations have a monthly/ quarterly
target for performance or productivity?
Does the Operations department measure Setup
time loss?
Does the Operations department measure
Quality Reworks?
Does the Operations department measure a
unified measure of yield, RTY?
Does the Operations department measure and
report performance monthly/ quarterly?
What is the current quality improvement initiative
the departments are using? (Kaizen, Quality
Circles etc)?
Does the Operations Manager have visibility on
the stage of production of a particular part and
the estimated time the part(s) will finish their
cycle?
Do the Operations Manager know the Lead time
and TAKT for their products?
Does Operations manage its production through
a Workflow Control Software?

Maintenance
Question Yes/No Comments
Does maintenance team perform preventive
maintenance?
Do they maintain logs of preventive maintenance
and corrective maintenance performed?
Do the maintenance team track metrics (MTTR/
MTBF)?
Does the maintenance team track part
performance by measuring reliability?
Does the maintenance team maintain its records
in a Computerized Maintenance Management
System (CMMS)?

Human Resources Question Yes

Question Yes/No Comments
Does the Human Resources identify training
needs?
Does the Human Resources arrange for training
programs to meet the training needs?
Does the Human Resources department
evaluate human behaviors at work?
How frequently Human Resources perform
behavioral transformation and evaluation?
Does Human Resources own the Performance
Management of employees?
How many employee grievances the Human
Resources get and address?
How much time do they take to address and is
the address mechanism satisfactory?
Has the Human Resources department identified
the motivational needs for each employee in the
organization?
Has the Human Resources championed
Balanced Scorecard for the organization?
 Information Technology
Question Yes/No Comments
Do the IT assets provide timely information to all
other stakeholders and with 100% quality?
Does the IT department support operations and
other departments in Data Warehousing?
Have the IT investments made in your
organization delivered value?
Are there any gaps in Information Technology,
which you would like to be filled that will help
your organization take data based decisions?

Quality Control
Question Yes/No Comments
Does Quality Control deliver products in an
acceptable time by Operations for further
processes?
Have there cases of “False Positives from the
QC department?
Have there been identified instances of “False
Negativesi” from the Quality Control
department?
Has the Quality Control department ever
attempted to implement Quality Assurance?
Does Quality Control Department record its
quality control logs in a computerized quality
control and management system?
Does Quality Control department accept
ownership for the maintenance and upkeep of
the Standard Operating Procedures of the BU?

Business unit GM Approval Group CEO Approval

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