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Measurement plan

Mastering Lean: Crafting a Solid Measurement Plan

Within the domain of Lean principles, fact-based orientation is always of utmost importance. Central to this antecedent are robust data, and specifically the underlying blueprint, referred to as the measurement plan. This artifact not only detail what specifically needs measured but also sets the operational framework with which it will be done.

Establishing Metrics and Operational Definitions: Key Steps in Measurement

After setting the gauge of the targets, the next step to measure is set the metrics in the objectives and make them a CTQ of the processes which creates a direct measure between the target and objectives, then create the operational and objective definitions, and establish accurate procedures about the data collection.

The “Comprehensive Measurement Plan” would feature the following constituents:

  • Identification of CTQs/Output indicators to be measured.
  • Type of data: this could be continuous or discrete form.
  • Operational definitions: ‘what ’ and ‘ how’ to be specified.
  • Sources and locations of such data, e.g. databases.
  • Sampling strategies, such as the method and size.
  • Who, as in the roles or responsibilities, will be involved in the collection of data?
  • Measurement periods, what type and how should temporal factors, such as seasonal variations, be considered?
  • Data collection method, including “how”, since this may range from manual data gathering to complementary mechanisms.

If system-generated data is not available, the collection of information will have to be made manually. At the same time, such methods as counting, marking some points, or registering measurements, as well as the use of control mechanisms and checklists, should be used.

It should also be noted that manual data collection is time-intensive. To remain effective, it is necessary to concentrate on the essentials, rely on sampling approaches, and simplify the used checklists chore.


An effective measurement plan is about more than just data collection – it’s the key to using that data to make real changes to the operational and quality metrics. When you follow the four principles above and prioritize data analysis over intuition, you can begin your journey toward Lean excellence.

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