CLBB study materials
CLBB study resources

CLBB cheat sheet

CLBB · Keep the key ideas within reach.

Quick reference

Enterprise-wide Deployment and Lean Six Sigma Fundamentals

  • Six Sigma targets 3.4 defects per million opportunities (DPMO), which corresponds to a process centered at 1.5 sigma shift from specification limits.

  • DPMO = (number of defects / (units × opportunities per unit)) × 1,000,000.

  • Rolled throughput yield (RTY) = product of each process step's first-pass yield; five steps at 95% yield give RTY ≈ 0.95^5 ≈ 77%.

  • Lean's eight wastes: defects, overproduction, waiting, non-utilized talent, transportation, inventory, motion, extra processing.

  • DMAIC applies to improving existing processes; DMADV (Define, Measure, Analyze, Design, Verify) applies to designing new processes or products.

  • Belt hierarchy: Champion sponsors and removes barriers, Master Black Belt provides technical leadership, Black Belt leads projects, Green Belt supports part-time.

  • Cost of poor quality categories: internal failure, external failure, appraisal, and prevention; prevention and appraisal are costs of good quality.

  • Critical to quality (CTQ) translates the voice of the customer into measurable characteristics with defined specification limits.

Quick reference

Organizational Process Management and Measures

  • Process capability Cp = (USL − LSL) / (6σ); it ignores centering and measures potential capability.

  • Cpk = min[(USL − mean)/(3σ), (mean − LSL)/(3σ)]; Cpk ≤ Cp always, and equality implies the process is centered.

  • Ppk uses overall sample standard deviation while Cpk uses within-subgroup sigma; Ppk ≤ Cpk for a stable process.

  • A process is considered capable at Cpk ≥ 1.33; Cpk ≥ 1.67 is often required for critical characteristics.

  • Sigma level ≈ 3 × Cpk when the process is centered (e.g., Cpk 1.33 ≈ 4 sigma).

  • OEE = Availability × Performance × Quality; world-class OEE is commonly cited as 85%.

  • Takt time = available production time / customer demand rate.

  • Little's Law: Work-in-process = throughput rate × flow time; a key relationship for process flow analysis.

  • KPIs must be SMART (specific, measurable, achievable, relevant, time-bound) and tied to a balanced-scorecard perspective.

Quick reference

Team Management and Leadership

  • Tuckman's stages of team development: forming, storming, norming, performing, and adjourning.

  • RACI assigns each task one Accountable party, plus Responsible, Consulted, and Informed roles; only one person is accountable per task.

  • Situational leadership matches style to follower readiness: directing, coaching, supporting, and delegating.

  • A team charter documents purpose, scope, sponsor, members, milestones, and decision authority.

  • Stakeholder analysis plots influence versus interest to choose engagement strategy (manage closely, keep satisfied, keep informed, monitor).

  • Conflict resolution modes from the Thomas-Kilmann model: competing, collaborating, compromising, avoiding, accommodating.

  • Effective meeting cadence: short daily stand-ups, weekly team reviews, and milestone tollgate reviews with the sponsor.

  • Groupthink countermeasures include assigning a devil's advocate, anonymous idea collection, and leader speaking last.

Quick reference

Define Phase

  • A project charter states the business case, problem statement, goal statement, scope, team, and milestones.

  • A problem statement must be data-based, quantified, and free of cause or solution language.

  • SMART goal statements specify metric, baseline, target, and target date.

  • SIPOC maps Suppliers, Inputs, Process, Outputs, and Customers at a high level to define scope boundaries.

  • Voice of the customer is gathered via interviews, surveys, focus groups, complaints, and observation, then translated into CTQs.

  • Kano model classifies requirements as must-be, performance, attractive, indifferent, and reverse.

  • A Pareto chart applies the 80/20 rule to prioritize the vital few problems.

  • Project scope is bounded by explicit in-scope and out-of-scope statements; scope creep is controlled through the charter.

Quick reference

Measure Phase

  • A measurement system analysis (MSA) qualifies a gauge; Gage R&R variation should be under 10% of tolerance to be acceptable, 10–30% conditional, above 30% unacceptable.

  • Gage R&R partitions variation into repeatability (equipment) and reproducibility (appraiser).

  • Data types: continuous (variable) versus discrete (attribute: nominal or ordinal).

  • A process map or detailed flowchart identifies inputs, outputs, and decision points for data collection planning.

  • Data collection plans specify what, how, when, where, who, and how much data to collect.

  • Baseline capability uses Cp/Cpk or DPMO computed from measured data before improvement.

  • Sampling: random sampling supports representativeness; rational subgrouping keeps within-subgroup variation from common causes.

  • Stratification separates data by shift, machine, operator, or lot to reveal hidden variation before analysis.

Quick reference

Analyze Phase

  • Hypothesis testing steps: state H0 and Ha, choose significance level α, select test, compute statistic, compare to critical value or p-value, conclude.

  • A p-value below α leads to rejecting H0; failing to reject does not prove H0 is true.

  • Type I error (α) rejects a true null; Type II error (β) fails to reject a false null; power = 1 − β.

  • Two-sample t-test compares means of two independent groups when data are continuous and approximately normal.

  • ANOVA compares means of three or more groups; F = between-group variance / within-group variance.

  • Chi-square test of independence evaluates association between two categorical variables.

  • Regression estimates the relationship between a continuous response and one or more predictors; R² is the proportion of variation explained.

  • A cause-and-effect (fishbone) diagram organizes potential causes into categories such as Man, Machine, Method, Material, Measurement, and Environment.

  • Correlation does not imply causation; a statistically significant correlation may be spurious or confounded.

Quick reference

Improve Phase

  • Design of experiments (DOE) varies factors systematically to estimate main effects and interactions.

  • A full factorial with k factors at two levels requires 2^k runs; a fractional factorial reduces runs at the cost of confounding.

  • PDCA (Plan-Do-Check-Act) is the iterative improvement cycle underlying kaizen.

  • Poka-yoke (error proofing) prevents defects by design rather than by inspection.

  • 5S: sort, set in order, shine, standardize, sustain.

  • Kaizen events (rapid improvement workshops) target a defined scope over a short, focused period.

  • FMEA prioritizes failure modes by Risk Priority Number = Severity × Occurrence × Detection.

  • Standard work documents the current best method and is the baseline for further improvement.

Quick reference

Control Phase

  • Control charts distinguish common-cause from special-cause variation; a point outside control limits signals special cause.

  • X-bar and R charts monitor continuous data in subgroups; individuals (I-MR) charts are used when subgroup size is one.

  • p, np, c, and u charts monitor attribute data; p and np for proportion defective, c and u for defect counts.

  • Control limits are computed from process data (typically ±3σ), not from specification limits.

  • Western Electric rules flag runs of 8 points on one side of centerline, trends, and repeating patterns as special cause.

  • A control plan records the characteristic, specification, measurement method, sample size, frequency, and reaction plan.

  • The project is handed off with documented standard work, training, and ownership transferred to the process owner.

  • Benefits are validated by comparing post-improvement capability to the baseline and confirming sustainment over time.

Quick reference

Lean Six Sigma Fundamentals

  • Lean focuses on eliminating waste and improving flow; Six Sigma focuses on reducing variation and defects.

  • Value-added activities transform the product in ways the customer pays for; everything else is waste.

  • Value stream mapping depicts material and information flow and identifies cycle time, lead time, and queues.

  • Kanban is a pull signal that limits work-in-process and triggers replenishment.

  • Single-minute exchange of die (SMED) reduces changeover time by converting internal to external setup tasks.

  • Total productive maintenance (TPM) targets equipment availability through autonomous and planned maintenance.

  • Cycle time reduction increases capacity; the constraint (bottleneck) governs system throughput per theory of constraints.

  • Standard deviation measures spread; reducing σ narrows the distribution and raises capability without changing the mean.

Quick reference

Team Management and Leadership Fundamentals

  • Project sponsor authorizes resources and champions the project; the process owner sustains gains after handoff.

  • A team's decision-making methods include consensus, majority vote, and leader-decides; consensus requires all members to support the decision.

  • Ground rules and a team charter reduce ambiguity and set behavioral expectations.

  • Effective facilitation uses a parking lot for off-topic items, a timekeeper, and a scribe.

  • Motivation theory: Herzberg's hygiene factors prevent dissatisfaction while motivators drive satisfaction.

  • Maslow's hierarchy orders needs from physiological through safety, belonging, esteem, and self-actualization.

  • Feedback should be specific, behavioral, and timely rather than evaluative.

  • Cross-functional teams bring diverse expertise but require deliberate coordination to avoid silos and miscommunication.

Quick reference

Define and Measure Fundamentals

  • The DMAIC tollgate at Define confirms the charter, scope, and CTQs before data collection begins.

  • Measurement system error is quantified by bias, linearity, stability, repeatability, and reproducibility.

  • Attribute agreement analysis assesses agreement among appraisers on categorical judgments.

  • Sample size increases precision; larger n reduces the standard error of the mean (σ/√n).

  • Normal distribution: approximately 68% of values lie within ±1σ, 95% within ±2σ, 99.7% within ±3σ.

  • Baseline data should be plotted over time (run chart or control chart) to confirm stability before capability is computed.

  • A histogram reveals shape, center, and spread but hides time order; a run chart reveals trends.

  • Defect opportunity counts must be defined consistently to make DPMO comparisons valid.

Quick reference

Analyze and Improve Fundamentals

  • Before hypothesis testing, verify data normality; non-normal data may require transformation or nonparametric tests.

  • Paired t-test is used when two measurements are taken on the same subject or matched pairs.

  • Regression diagnostics include residual normality, constant variance, and independence.

  • Multi-vari studies separate positional, cyclical, and temporal variation.

  • DOE screening designs (e.g., Plackett-Burman) identify important factors; response surface methods optimize them.

  • Interaction means the effect of one factor depends on the level of another; main effects alone can mislead.

  • Piloting an improvement on a small scale validates the change before full deployment.

  • Improvement selection weighs impact versus effort; high-impact, low-effort changes are prioritized first.

Quick reference

Control and Sustainment Fundamentals

  • Phase 1 of a control chart establishes limits; Phase 2 monitors against those limits.

  • Out-of-control signals should trigger a documented reaction plan, not ad hoc adjustment.

  • Rational subgrouping should capture only common-cause variation within a subgroup.

  • Process audits and layered process audits verify adherence to the control plan.

  • Mistake-proofing and standard work reduce reliance on operator vigilance for sustained control.

  • Control charts require recalculation of limits when the process changes intentionally.

  • Documentation of lessons learned supports knowledge transfer across the organization.

  • A closed project has validated benefits, transferred ownership, and a sustainment plan in place.

Quick reference

Deployment and Organizational Fundamentals

  • Deployment planning aligns projects to strategic goals through a portfolio review and project prioritization.

  • Project selection criteria include financial impact, customer impact, feasibility, and cycle time.

  • Cost-benefit analysis compares projected savings against implementation costs and payback period.

  • Change management addresses communication, training, sponsorship, and resistance to sustain improvements.

  • A balanced scorecard tracks financial, customer, internal process, and learning-and-growth measures.

  • Benchmarking compares process performance against internal or external best practice.

  • A lessons-learned repository and belt certification records institutionalize capability.

  • Leadership engagement is a leading indicator of deployment success; lack of sponsorship is a common failure cause.