Heijunka (Production Leveling) Implementation Checklist

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This Template was installed 2 times.

Phase 1: Assessment & Preparation

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Focuses on understanding the current state, identifying pain points, and gaining buy-in for Heijunka implementation.

Describe the current production environment (e.g., make-to-stock, make-to-order, mixed).

Estimate the current level of production variability (e.g., using a scale of 1-10, 1 being very stable, 10 being extremely variable).

Identify the primary goals of Heijunka implementation (Select all that apply).

Identify key stakeholders for Heijunka implementation and their roles.

What are the current challenges that contribute to production instability? (Select all that apply)

Target Date for Initial Heijunka Assessment Completion

Document potential resistance to change and strategies for addressing it.

Phase 2: Data Gathering & Analysis

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Involves collecting and analyzing historical data to understand demand patterns and production capabilities.

Historical Demand Data Collection Period (Months)

Upload Historical Sales Data (CSV/Excel)

Describe Data Sources Used (e.g., ERP, CRM, spreadsheets)

Number of Product Families/Lines to Analyze

Which Demand Patterns Observed (Select all that apply)

Average Lead Time for Raw Materials (Days)

Current WIP (Work-In-Progress) Levels (Units)

Describe any significant external factors impacting demand (e.g., promotions, competitor actions)

Phase 2a: Demand Forecasting & Segmentation (if applicable)

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Focus on forecasting and classifying demand to understand variability and prioritize product lines.

Historical Demand Data Points Analyzed (Months/Years)

Forecasting Methods Considered/Implemented

Primary Demand Segmentation Criteria

Forecast Accuracy (MAPE - Mean Absolute Percentage Error) - Baseline

Forecast Accuracy (MAPE - Mean Absolute Percentage Error) - Post-Segmentation/Forecasting

Justification for Selected Segmentation Criteria

Level of Customer Collaboration in Forecasting

Phase 3: Heijunka Design & Planning

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Defining the Heijunka plan: Establishing takt time, batch sizes, sequence, and buffer strategies.

Calculate Current Takt Time

Determine Initial Heijunka Sequence Type (e.g., Fixed Sequence, Dynamic Sequence)

Establish Initial Batch Sizes (considering changeover time and inventory costs)

Document Rationale for Batch Size Decisions

Calculate Changeover Times for all Product Variations

Define Buffer Strategy (e.g., Supermarket, Kanban)

Calculate Minimum Buffer Levels (based on variability and takt time)

Describe the Heijunka Schedule Logic (how production is sequenced)

Phase 4: Pilot Implementation & Testing

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Implementing Heijunka on a limited scope to test the plan and identify areas for improvement.

Select Pilot Production Line

Pilot Duration (in days)

Describe the initial scope of the pilot Heijunka implementation (e.g., products, processes)

Which metrics will be tracked during the pilot?

Pilot Start Date

Pilot End Date (Planned)

Document any significant challenges encountered during the pilot.

Overall Pilot Success (Initial Assessment)

Upload relevant data/charts from the pilot (optional)

Phase 5: Full-Scale Implementation

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Rolling out the Heijunka plan across the entire manufacturing operation.

Initial Product Line Rollout Sequence

Scheduled Start Date for Full-Scale Implementation

Number of Production Lines Initially Included

Describe any deviations from the original Heijunka design plan during full-scale rollout.

Which departments are actively participating in the full-scale rollout?

Level of Automation used in initial rollout.

Contact Person for Full-Scale Implementation

Document any initial training provided to employees during full-scale launch.

Phase 6: Monitoring & Continuous Improvement

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Tracking key metrics and making adjustments to the Heijunka plan to optimize performance.

Average Daily Production Variation (compared to target)

On-Time Delivery Performance (OTD)

Work-in-Progress (WIP) Inventory Levels

Overall team satisfaction with the Heijunka system

Summarize key observations and issues encountered during the monitoring period.

Which metrics are showing a concerning trend?

Date of last Heijunka Review Meeting

Document Action Items and assigned owners resulting from the review

Supporting Infrastructure & Training

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Ensuring necessary systems, tools, and employee training are in place to support Heijunka.

Current Level of Kanban System Usage (if applicable)

Systems/Tools to be Integrated with Heijunka (select all that apply)

Number of Employees Requiring Initial Heijunka Training

Target Date for Initial Heijunka Training Completion

Training Program Outline (brief description)

Training Delivery Method (select one)

Training Materials (presentations, guides, etc.)

Documented Standard Operating Procedures (SOPs) for Heijunka Processes (describe)

Availability of Visual Management Tools (e.g., whiteboards, displays)

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