The New Operating Model for
Lean Healthcare + AI
Terry Norris


Healthcare Operational Excellence
If you're new to Lean, start with the A3 Template to frame your first improvement project, then use the Standard Work and Process Observation worksheets to understand your current state. Once you're running improvement events, the Lean Improvement Board and 5S tools help you sustain the gains.
Med Surg 5S Board
A framework for healthcare root-cause analysis and action.
5S Hospital Checklist
Audit checklist for the 5 S's: Sort, Straighten, Scrub, Standardize, Sustain.
A3 Template with Instructions
Includes step-by-step guidance in each box
A3 Template
A3 Template: A versatile template for various designs.
A3 with List of Pitfalls
This section highlights issues in patient care paths.
Lean Improvement Board Example with A3
Define project, metrics, and timelines for improvements.
Lean Improvement Board Example with no A3
Example: Questions for hospital leaders to address operational issues with staff.
Lean Improvement Board Template
A brief overview of inquiry methods to identify healthcare leaders' operational challenges.
Marketing Success Example (OR 5S)
Effective marketing strategies showcasing the success of the 5S methodology.
Marketing Success Example (OR RIE)
An example of marketing success: the impact of the 5S methodology.
Metrics Board Example (Emergency Dept)
An illustration of performance indicators: the Metrics Board in the Emergency Department.
Metrics Board Example (OR Dept)
An example of performance metrics: the Metrics Board's success in the OR.
Process Observation Worksheet
A brief overview of the Process Observation Worksheet: used to document workflow assessments.
Standard Work Worksheet
An overview of Standard Work Worksheet: tool for consistent work and procedures.
Typical RIE Lifecyle
Overview of the 7-week Rapid Improvement Event lifecycle.
15 ready-to-use Lean templates and examples, just download and start using them.

