Katafacts

Playbooks

A playbook is a sequence of katas for a whole piece of work, in the order they are used. Start at step one, or take the single kata you need.

• Kaizen Process Katas

  Kaizen Process and Sustainment is a collaborative, rapid-improvement methodology that engages cross-functional teams to eliminate waste and optimize targeted workflows, followed by disciplined daily management and audits to ensure the gains are permanently embedded into standard practice.

  5 katas, starting with Kaizen funnel.

• Transactional Process Improvement (TPI)

  Identify and remove waste in an office or knowledge-work process, using the same lean fundamentals a shop-floor kaizen event runs -- charter the initiative, follow a real case through the process with a Makigami process map to see who does each step, what it touches and where it waits or comes back, tag the real waste by category, check the numbers for the whole flow with a value stream map when the problem spans several processes, root-cause the specific bottleneck, plan the fix, and confirm it holds weeks later.

  7 katas, starting with Kaizen event charter.

• Hoshin Kanri - Policy Deployment - Align Targets Across the Organization

  Hoshin Kanri is a structured strategic deployment process that cascades breakthrough organizational objectives into measurable, aligned targets and actionable initiatives across every tier of the company.

  2 katas, starting with Hoshin Kanri — X-Matrix.

• Voice of Customer (VOC) Collection, Analysis and Insights

  Voice of the Customer (VOC) is a structured methodology that systematically captures, analyzes, and translates qualitative and quantitative customer feedback into actionable insights to guide product innovation, process improvement, and strategic decision-making.

  7 katas, starting with Voice of the customer (VOC) collection plan.

• Problem Solving Process (PSP) - Plan-Do-Check-Act (PDCA) cycle

  The Problem Solving Process (PSP) is a disciplined, iterative framework grounded in the Plan-Do-Check-Act (PDCA) cycle that systematically guides teams from defining a performance gap and identifying root causes to implementing, verifying, and standardizing sustainable countermeasures.

  6 katas, starting with A3 problem solving.

• Value Stream Mapping - Identify Wastes and Opportunities for Improvement

  Map how work flows from customer request to delivery, then find out why it gets stuck. Start with the value stream map to see the whole flow across departments -- lead time, takt, the real constraint and where work waits -- and design its future state. When one process in that flow is the problem but nobody can say why, zoom in with a Makigami process map: follow a real case through every handoff, document and system to find the waits, re-keying and rework.

  3 katas, starting with Value stream map — current and future state.

• Standard Work - Standard Operating Procedure Development

  Standard Work is a foundational continuous improvement process that establishes, documents, and maintains the most efficient, repeatable sequence of operations to eliminate variation, ensure consistent quality, and serve as the baseline for future improvements.

  3 katas, starting with Work instruction.

• Daily and Visual Management Katas

  Daily and Visual Management Katas are disciplined, frontline operating routines that track actuals against target performance in real time, making operational gaps immediately visible to trigger structured, team-level problem-solving.

  9 katas, starting with Key performance indicator (KPI) tree.

• Ideal Customer Profile (ICP) Definition

  A structured, iterative practice for rapidly testing hypotheses and systematically refining the attributes of your highest-value target customers to maximize commercial focus and growth.

  6 katas, starting with Ideal customer profile (ICP) canvas.

• Value Messaging - Value Selling Katas

  A disciplined, repeatable practice for uncovering critical customer problems, quantifying their business impact, and articulating differentiated value so commercial teams can consistently win on ROI rather than price.

  6 katas, starting with Value hypothesis.

• Sales Funnel Management Katas

  A systematic, daily coaching and execution rhythm to identify conversion bottlenecks, improve stage velocity, and maintain pipeline hygiene across the entire buyer journey.

  13 katas, starting with Sales funnel value stream map.