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How we use AI · CI toolkit

The printable CI toolkit.

Blank, fill-in versions of every continuous-improvement tool in the method, grouped by DMAIC stage. Print it, grab a pencil, and fill one in over coffee. Pencil beats perfect.

Each tool prints on its own page. Filled-in examples live in the method.

1

Personal SIPOC

CI tool · SIPOCD · Define

Map your life once, on one page: where the work comes from, what it is, how you handle it, what good looks like, and who it's for. Fill left to right. Twenty minutes, not an afternoon.

S · Suppliersroles, channels, plansI · Inputswhat actually shows upP · Processfive steps or fewerO · Outputswhat “good” looks likeC · Customerswho it serves
Capture →

Triage →

Decide →

Do →

File & improve

Check: does every output serve a named customer? If not, drop it or park it.

See the example →
2

Stakeholder analysis

CI tool · Stakeholder analysisD · Define

Once you know your customers, map what each one needs from you. Start with the C column of your SIPOC. Ideas: family, spouse, work team, close friends, guests, and yourself.

WhoWhat they need from meHow oftenHow I keep them in the loop
Myself
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3

Voice of the Customer → CTQ

CI tool · VOC → CTQ treeD · Define

For each customer from your SIPOC, write what they would actually say, the need underneath, and a plain, checkable standard for “good” (critical to quality).

WhoWhat they'd saytheir wordsWhat they really needCTQhow I'll know it's goodTarget
Myself

A good CTQ is something you could check on a calendar or a count. “Be more present” → “dinners without screens, most nights.”

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4

Macro plan → 90-day cascade

CI tool · Hoshin cascadeD · Define

Every small thing points up. Write top to bottom; each level should name the one above it serves.

Future self · 3+ years

Vision · mission · values

Vision: an ordinary Tuesday, three years out. Mission: this season, one line. Values: three to five filters.

Macro plan · this year

Three or four themes (big rocks)

90-day plan · this quarter

A few rocks

RockServes themeDone when
This week · one page

Blocks that move a rock

Plus: what's waiting on you, and the day you keep free.

See the example →
5

Virtual 5S checklist

CI tool · Virtual 5SM · Measure

Files, inboxes and notes, organized like a well-run workshop. Do the first pass once; then keep the weekly shine.

StepWhat it meansMy actionDone
1 · SortDelete or archive what you don't need☐
2 · Set in orderOne home for each kind of information☐
3 · ShineWeekly clean-up: Downloads, desktop, inbox☐
4 · StandardizeNaming, and where things go☐
5 · SustainA routine that keeps it tidy☐

The weekly shine · 15 min

  • Downloads emptied
  • Desktop holds this week's work only
  • Inbox sorted into piles
  • Stray files renamed to the standard
  • Captures filed to a lane

My naming standard

Try: date · lane · what it is. My shine day and time: ____________

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6

Baseline & data collection plan

CI tool · Baseline & data collection planM · Measure

Decide exactly what counts before you measure. Then measure two ordinary weeks, before you change anything.

Baseline from:
to:
Reviewed in:
MeasureOperational definitionexactly what countsSourceWho collectsHow oftenBaseline

Write the definition before you look at the number.

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7

Waste walk (value stream)

CI tool · Gemba & waste walkA · Analyze

Walk one real loop with real data (screenshots, a week of inbox and calendar). For each step, write what really happens and tag the waste with a DOWNTIME letter.

Process walked:
Date:
Real data used:
StepWhat really happensWasteDOWNTIME letterIdea to remove it
Capture
Triage
Decide
Do
File
D DefectsO OverproductionW WaitingN Non-utilized talentT TransportationI InventoryM MotionE Extra processing
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8

Pareto tally

CI tool · Pareto 80/20A · Analyze

Tally a month of one thing (emails by kind, tasks by type, hours by lane). Sort biggest first, add a running total, and circle the few that make about 80%.

What I'm tallying:
Period:
CategoryTallyCount%Running %

The vital few

One rule that handles them

A filter, a pile, a routine, or an unsubscribe. AI proposes; you approve.

See the example →
9

5 Whys

CI tool · 5 WhysA · Analyze

When something slips, ask why until you reach a cause you can fix. Stop when the answer is a process, not a person.

What happened:
When:
How often:
Why?Because…Evidence
Why 1
Why 2
Why 3
Why 4
Why 5

Root cause

Countermeasure · check on

Then check it next month (PDCA).

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10

Fishbone (Ishikawa)

CI tool · FishboneA · Analyze

Write the problem in the middle. Brainstorm possible causes under each category, then circle the likeliest and test it with 5 Whys.

Method

the routine and its steps

Tools

apps and bots

Inputs

what arrives, from where

The problem →

People

me, my spouse, the team

Timing

routines and schedules

Environment

busy seasons, travel weeks

See the example →
11

Standard work card

CI tool · Standard workI · Improve

The current best way to run a routine, written down. If a step has a clear “done when,” a routine can eventually run it for you.

Routine:
Owner:
Last revised:
TimeStepDone whenCan a routine run it?
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12

Kanban board with limits

CI tool · Kanban & WIP limitsI · Improve

One card per item. Set a small limit on Doing and on Waiting on you; when a column is full, nothing new moves in until something moves out.

Week of:
Doing limit:
Waiting-on-you limit:

Captured

Doing · limit ___

Waiting on you · limit ___

Done

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13

Level-week planner

CI tool · HeijunkaI · Improve

Spread the week evenly: a little deep work, admin, people time and home each day, instead of spikes. Keep one day free.

Week of:
DayDeep workAdminPeopleHomeLoadlight · ok · heavy
Mon
Tue
Wed
Thu
Fri
Sat
SunKept free · being present

Any day marked heavy? Move one block to a light day before the week starts.

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14

RACI chart

CI tool · RACI chartI · Improve

One row per recurring task. Exactly one A per row. If it leaves the house, the A is you.

TaskMeChief of staffSpecialistSpecialist
R Responsible · does the workA Accountable · owns it, gives the yesC Consulted · asked beforeI Informed · told after
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15

Mind map & A3 brief

CI tool · A3 brief & mind mapI · Improve

Put the one-off in the middle. Fill the branches before you hand it to a deep-work partner; the branches become the brief's headings.

The topicone line
Why it mattersthe outcome
Who it's forthe reader or user
What I already haveinputs, drafts, notes
Must-havesnon-negotiables
Keep outprivate, off-limits, out of scope
Done whenthe finish line
Backgroundwhy nowCurrent statewhat I haveGoaldone whenPlansteps, whoCheckhow I'll know

The A3: the same brief on one page. The mind map's branches fill it in.

See the example →
16

FMEA-lite

CI tool · FMEA-liteI · Improve

For each agent or routine: what could go wrong, how bad, how likely, and the guardrail that prevents it. Re-check when a new bot joins the team.

Agent / stepWhat could go wrongEffectSeverityH · M · LLikelyH · M · LGuardrail

Standard guardrails: drafts not sends (poka-yoke) · stops and asks (jidoka) · heartbeat, fail loud.

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17

Control plan

CI tool · Control planC · Control

For each Dashboard measure: what normal looks like, who checks it, the signal that means act, and the reaction.

MeasureNormal rangeChecked by · how oftenSignal: act when…Reaction

Signal vs. noise: one odd week is noise. A run of three drifting the same way, or a point outside the range, is a signal.

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18

Visual management board

CI tool · Visual management & andonC · Control

One glance, not a read. Sort this week's items by color, put anything red in “Waiting on you,” and keep the page short.

Week of:

Waiting on you

Green · handled

Amber · needs a glance

Red · needs a decision

Mon
Tue
Wed
Thu
Fri
Sat
Sun
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19

Dashboard KPI sheet

CI tool · DashboardC · Control

One page that tells you whether the system is working. Pick three to six measures, tie each to your future self or a macro-plan theme, and review them weekly in the week-ahead, not daily.

Week of:
Reviewed in:
MeasureWhy it matterswhich theme it servesTargetThis weekStatusgreen · amber · redTrend
G · A · R↑ → ↓
G · A · R↑ → ↓
G · A · R↑ → ↓
G · A · R↑ → ↓
G · A · R↑ → ↓
G · A · R↑ → ↓

By specialist · one number each

Color rules

  • Green: handled, no action
  • Amber: needs a glance
  • Red: needs a decision

Ideas: routines on time · decisions waiting on me · inbox calm · rocks on track · first-pass approvals · days kept for being present · time where I meant it.

See the example →
20

Say vs. do review

CI tool · Say vs. do reviewC · Control

Monthly or quarterly. List what you say matters (from your future-self values), then pull the facts from your calendar or a time audit. No grades: one observation, one small experiment, check again next month.

Month / quarter:
Facts from:
Check again on:
What I say mattersRankHours this month% of timeGapbigger · smaller · fineOne experiment

One observation

The biggest gap, in neutral words. Facts, not judgment.

One experiment for next month

Small, specific, on the calendar. Then check it (PDCA).

21

PDCA feedback log

CI tool · PDCA & kaizenC · Control

Every time you edit or turn down a draft, jot what you changed and what the system should keep. Then save it where your AI will read it next time.

PlanAI drafts from notes
DoI review: yes / edit / no
CheckWhat I changed or rejected
ActSave as style, rule or preference
DateDraft / taskCheck: what I changed or rejectedAct: the lessonSaved asstyle · rule · preference

Examples: “warmer, shorter” → style · “never say X” → rule · “always cc Y” → preference.

See the example →