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National Guard
Black Belt Training
Module 11
CPI Project Tracking Tool
Power Steering
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CPI Roadmap – Define
8-STEP PROCESS
6. See
1.Validate 2. Identify 3. Set 4. Determine 5. Develop 7. Confirm 8. Standardize
Counter-
the Performance Improvement Root Counter- Results Successful
Measures
Problem Gaps Targets Cause Measures & Process Processes
Through
Define Measure Analyze Improve Control
ACTIVITIES TOOLS
• Identify Problem •Project Charter
• Validate Problem Statement •Project Selection Tools
• Establish Strategic Alignment •Value Stream Map
• Gather Voice of the Customer & Business •Various Financial Analysis
• Create Goal Statement •Effective Meeting Skills
• Validate Business Case •Stakeholder Analysis
• Determine Project Scope •Communication Plan
• Select and Launch Team •SIPOC Map
• Develop Project Timeline •High-Level Process Map
• Create Communication Plan •Project Management Tools
• Prepare High-Level Process Map / SIPOC •VOC and Kano Analysis
• Complete Define Tollgate •RACI and Quad Charts
•Strategic Alignment
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Learning Objectives
• Learn how to navigate through the Power
Steering tool
• Understand the Black Belt‟s responsibility
• Understand how to use the tool to track
projects progress
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Power Steering
Power Steering is a knowledge management and
project tracking tool used to:
• Track DoD CPI projects
• Access and store project tools and templates
• Track project progress by phase
• Manage gate approvals
• Share project best practices and provide
replication opportunities
DEPMS – Defense Enterprise Project Management System
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Accessing Power Steering
To get into PowerSteering, you need the following:
1) PowerSteering URL
2) User name and password
• National Guard students who attend Black Belt training will have a PS
account set up for them
• You will receive an email with your PowerSteering URL and login
information
- User name: Your email address
- Password: A temporary password will be sent in the email
BLACK BELT ROLE:
Enter your project into Power Steering
Keep your project updated
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General Navigation
Power Steering Navigation Menu (blue bar)
• Home Takes you back to Home page
• Inbox View Questions, Alerts and Status Reports Due
• Browse Various Power Steering functions that you can access
• Important Links Quick links to import areas on the site
• Last Visited Tracks your most recent activities for quick reference
• Search Simple keyword search
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General Navigation
The Help button provides
additional training and Help
Important Links information and also is used
provides easy access for submitting Help Desk
to Tools and Requests.
Templates, Reference
Guides, Tutorials, and
other important
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General Navigation
Click on Browse to access various options as shown including
updating your profile and customizing your PowerSteering views.
Work Tree contains special information folders. You can also start a
new project from here by clicking on “Create New Work”.
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General Navigation
From the Home Page, use these Quick Links that provide shortcuts to
common tasks.
Note the option to Create New Work from here versus clicking “Browse”
then “Create New Work”. They both get you to the same page for
creating a new project.
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General Navigation
Under Browse, >My Settings, > Preferences you can customize your Home Page.
You can display various formats on your home page. For instance, “Dashboard”
provides an overview of all projects that you are involved with.
This is informational - the default is already set to display basic home page 10
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Updating Your Power Steering Profile
Access your profile at the top right
corner or under “Browse”. Click on
your name and select Edit Profile.
Make sure all of your information is up-to-date, especially this
section, which is used to give your organization credit for your
training (for organizations who use Power Steering as their
primary CPI data collection system).
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Inviting A New Power Steering User
From the “Browse” option, select
“Invite/Create New User” under
“People”
Step 1: Red dot items are
mandatory. As a basic user, you
can only invite someone into
Power Steering with “view only”
privileges.
(See your Deployment Director to assign
someone editing privileges.)
Step 2: Once you‟re finished The individual can fill in this
filling in the red dot items, information when they log
select “Invite”. The individual into Power Steering.
will receive an Outlook email
invite to join Power Steering.
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Locating An Existing Project
Find existing projects easily using any of the following methods:
(1) On your Home page - your projects should be listed per your User
Preference setup.
(2) Use the Search button.
(3) Select Browse, Work Tree, find your organization, then select your
project.
(4) Use the Quick Link Find a project or idea and enter search words.
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Replication Check Define Template
I confirm that:
 DEPMS (DoD Enterprise Performance Management System) has been
searched for similar projects: Yes / No
 Replication: List relevant initiatives / potential replication projects found
(if any):
• Project 1: (DEPMS # or other tracking tool project number)
• Project 2:
 Collaboration: Identify organizations that can/should be considered for
working this project collaboratively:
• Organization 1:
• Organization 2:
Required Deliverable 14
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Creating a DMAIC Project
1) Click on Create New Work
2) Select project work type
from the pull-down menu
3) Select Continue
Most common Project Work Types:
•Non-gated project (AKA “Just Do It”
or JDI)
•Rapid Improvement Event (RIE)
•DMAIC gated project 15
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Creating a DMAIC Project
Fields with red dot are
required.
Enter your project name.
Hint: Enter the full name of
the project - spelled out.
Also include acronyms - it
helps when searching for
your project.
Enter organization
information.
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Creating a DMAIC Project
Under Parent, click the drop
down to select your project
location in the Work Tree; this
pop up window of the work tree
will appear.
Use the drop downs to select
your organization levels – this
is the organization who is the
lead and will get credit for the
project.
Go as low as you can go!
Important: This is the most
common error people tend to make.
Select exactly where you want the
project to reside under. Look to
find your sub-organization under
the parent org. 17
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Creating a DMAIC Project
Mandatory fields to fill out:
• Your project‟s problem
statement
• The project‟s business
case – why is it important
to the organization?
• The project‟s goal
statement
• Team members
• Scope of the project
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Creating a DMAIC Project
Step 1 To add Team Members:
1) Search by a person‟s name/partial name. If
the person‟s name doesn‟t appear, then
they are not registered in PowerSteering
and you cannot add them as part of the
team in this section. See your
Deployment Director or Master Black Belt
to determine if that person should be
registered in PowerSteering.
Step 2
2) Drag and drop the name under the
appropriate role:
a) Project Lead: The person creating the
project is automatically set as Project
Lead. If the Lead drags & drops another
into the role (in this example, Anne-marie
is entered), that person will receive a
Mandatory fields; notice to accept the role as Project Lead.
In the meantime, the project originator
• Project Owner (Lead) remains as the Lead and Anne-marie will
be listed with an hour-glass beside her
• Gate Approver (for gated name, indicating that she has not yet
projects) accepted the role.
b) Other roles- the members will be listed
with an hour-glass beside their name
Optional field: until they accept the invite.
• Project Mentors (your MBB)
• NOTE: For National Guard Select “Finish & Create”. We recommend this,
versus “Continue” to ensure you don‟t
students, this field is mandatory lose your work.
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Creating a DMAIC Project
Finally, select dates to indicate planned timeline for completion by phase
Then select Finish & Create.
(We recommend this, versus “Continue” to ensure you don’t lose your
work.)
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Adding Important Project Information
After selecting “finish and create”, the screen will refresh to your project‟s
Summary page. However, you still need to provide a few more pieces of
information. Go into the Edit mode for the Project Details section.
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Setting Project Planned End Date
Edit Project Details:
• Under “Schedule”,
select “Finish No Later
Than”.
This allows you to select
an end date, which is
how National Guard
schedules projects.
• Enter the planned end
date. Typically 3-4
months after the start
date.
Save the changes.
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Updating Tollgate Status & Dates
Use the “Update
Status” button to
change the status
of the Tollgate or
the Tollgate End
Date
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Requesting Gate Approval
Before you request a tollgate approval, make
sure any required documents are attached to
the tollgate and that you‟ve met your
organization‟s requirements for tollgate
completion.
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Requesting Gate Approval
This is the view only seen by the Project Lead-
notice the “Request Approval” box
Once you are ready, click this box to send an
email to your Gate Approver.
A box will then appear where
you can type a message to
your gate approver. Select
“Request Approval”
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Requesting Gate Approval
The Gate Approver will receive an email and a link to a “question” in
their PowerSteering “in box”. They will (hopefully) check “Approve” and
submit the approval back to you.
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Requesting Gate Approval
After the Gate Approver approves your gate, the project will automatically
update by:
1) Making your next gate active (notice the green color in the “Measure”
tollgate bar)
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DMAIC Project Summary Page
Basic project information shows whether the project is on track, %
complete, and which phase of the project you are in. In this case, the
project is in the Control phase (notice the green color) and is on track.
Green=on track, Yellow=needs attention, Red=off track, Grey=complete.
Scroll further down to see the various stages and documentation. 28
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Project Status Reports
Status Report: Click
“add new” to add a
status report. Status
reports are used to
update your team and
your MBB regarding
what‟s going on with
the project. For
example, this is the
place where you can
let everyone know
when you are briefing
the project champion.
Notice this project has two gate
approvers-one is the project
MBB and one is the project
champion. See your MBB or
your organization‟s DD to find
out who should be in the “Gate
Click on a Phase to view the documentation and Approver” box-each
status, “Improve” is shown as an example. Note organization has its own
that there are currently no “required” documents business rule.
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Adding Documents
Use the
“Add/Remove”
button to add
documents. You can
then specify the
document type and
the Gate to which the
document is
attached.
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Deployment Director Options
• Deployment Directors have additional capabilities that basic
users do not have. Deployment Directors can:
– Delete projects
– Move a project from one organization to another
– Create a completed project
– Invite “no access” users (user will not receive any email notification)
– Assign a user license (basic users can invite someone, but with
view-only capability)
• Deployment Directors cannot delete people profiles-contact
the NGB Program Office to delete a profile
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Takeaways
• Power Steering tracks projects through the
cycle
• Power Steering is not an „Optional‟ tool
• It is the Black Belt‟s responsibility to
update and keep record current
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What other comments or questions
do you have?
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