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Strategy that reaches
your whole team.

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Grace
Schneider Electric
Dover
Gates
Aptiv
Woodward

Most teams set goals in January. By March, they've lost track.

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Strategy Execution

Execution is where strategy gets real.
Strategy Deployment X-Matrix: Apex Technologies (L1) Owner: D. Carter
Accelerate growththrough AI andhigh-performanceexecution. Key Improvement Priorities 3-5 Year Critical Few Objectives 1st Year Annual Objectives Targets to Improve
3-5 Year Objectives
Double revenue while maintaining margins
D. Carter
AI across 80% of core processes
R. Jenkins
Annual Objectives
Unified dashboards company-wide
R. Jenkins L. Brooks
AI quality control in 3 sites
R. Jenkins
2 AI products with measurable ROI
L. Brooks D. Carter
Key Priorities
Reduce lead time by 15%
M. Sullivan D. Carter
Improve productivity by 10%
K. Hayes M. Sullivan
Implement unified KPI tracking
R. Jenkins
Launch 2 AI-enhanced products
L. Brooks R. Jenkins
Targets
Revenue: +20% YoY
D. Carter
AI processes: >30%
R. Jenkins
Productivity: +10%
M. Sullivan
Set Direction
Prioritize
Quantify
Own
Strategy Deployment Cascade goals from boardroom to shop floor
Action Management Owned actions with clear deadlines
KPI Dashboards Real-time performance at every level
Automated Reporting One-click reports from live data
Sam Carver
"An extremely valuable tool to drive our strategy, execute action plans, and measure performance all in one location."
Sam Carver
VP Operations
A.O. Smith
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Daily Management

Keep things moving, every day.
Kaizen: Parts out of reach at assembly station 3
Originator Tom Reyes
Location Torrance
Created 8/24/2026
Team Assembly Line 2
Category Ergonomics
Open 25 days
Kaizen Stages
Draft
Go for implementation
Implemented
Published
Improvement idea (before)
Bins behind and beside the operator. Twisting and reaching back every cycle.
Bins behind and beside the operator. Twisting and reaching back every cycle.
Results (after)
Bins on a rail in front of the fixture. Cycle 40% faster, no twisting.
Photo after implementation
Bins on a rail in front of the fixture. Cycle 40% faster, no twisting.
SM
Sarah Mitchell @Mike Turner Good idea, please review. Can maintenance mount a bin rail this month?
Kaizen scoring Locked
Impact
1 3 5
Originality
1 3 5
Feasibility
1 3 5
Total score – 11
Actions
Mount a bin rail in front of the fixture M. Turner 9/4
Update the work instruction and retime the cycle S. Mitchell 9/11
Impact Summary
ImpactSaving / BenefitApplicable period Cycle time –−40% –from 9/2026 Hours saved –310 h / year –9/2026 – 8/2027 Safety risks –−1 (ergonomics) –from 9/2026
Submit
Approve & score
Implement
Publish
Tier Meetings Every shift works from one board
Leader Standard Work Routines done, and on record
Kaizen Ideas tracked to implementation
Skill Matrix Who can cover which station
Colin Blair
"The breakthrough moment was when teams realized their individual contributions were making the difference."
Colin Blair
Quality Director
Honeywell
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Quality Management

Stop firefighting, start preventing.
PE film instead of PP on Line 4 Initiate RCCA Initiate 8D Open Closed
Doc No. QA-0015
Reject Type Wrong material
Severity High
Leader Lisa Roberts
Qty Defective 500
Cost (COPQ) $18,400
Customer Norvik Automotive
Problem Description
PE film used instead of PP on Line 4. The reels look the same; the label is the only difference.
Stock Hold Actions
Block lots PK-4417, PK-4418. Quarantine B3. No shipping under deviation.
Field Actions Management
Sort stock at Norvik, replace from safety stock.
Whom To Inform
LR L. Roberts
JC J. Chen
MT M. Turner
Send Alert Notification Notification sent
Corrective / Preventive Actions 0 of 31 of 32 of 33 of 3
Block lots PK-4417 and PK-4418 9/8 LR Sort stock at the customer 9/9 JC Scan the film barcode at changeover 9/12 MT
Capture
Contain
Notify
Resolve
Quality Alerts Instant issue notifications
Root Cause Analysis 5-Why, Fishbone, and 8D built in
Checklists & Audits Always audit-ready
Document Management Standards and best practices captured
Eric Granning
"The TeamGuru platform and team's expertise helped us certify our business management system to IATF 16949 and ISO 9001."
Eric Granning
Quality Manager
Rough Country
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on onboarding

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