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Policy Deployment Bowler / PD Bowler + Training

Do You Want to Settle for Just Getting a Form? | Or Do You Want to Create an Effective Strategy? | Get the PD Bowler That's Part of a Powerful System

Policy Deployment is the most underutilized continuous improvement tool, by far, relative to its potential. When the PD Bowler is combined with a cohesive CI Business Management System, PD gives an incredible advantage.

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  • Level: Advanced

    Sophisticated leadership tool to align teams.
  • Phase: 3

    Getting Started
    Phase 3 contains many leadership tools
  • Type: Form

    Resource to help you put continuous improvement concepts to use.
  • Format: Excel

    Use and edit the form on software you are already familiar with. 
  • License Type:
    Corporate

    Modify and share the form within your company.
  • License Duration:
    Permanent

    Download comes with a permanent license.
  • Access: 30 Days

    Online access to supporting content and download links. Longer access with subs.
About this Form

Make Your Strategic Plan Become Reality

Description
Key Information
Related Training
CI Dev System
General Info

Description

Policy Deployment is a powerful tool used to create alignment in an organization, and the Policy Deployment Bowler is the tool used to track the efforts to improve

The PD Bowler is instrumental in monthly PD meetings. The 'bowler' look provides a place to annotate the status for that month, and highlights trends if progress is slowing down.

The Policy Deployment Bowler…

  • Provides an at-a-glance view of progress towards your goals
  • Builds confidence that there is an actual plan
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Key Information About the PD Bowler

The Policy Deployment Bowler is one of three forms that form the core of Policy Deployment. The PD Matrix is done early on and remains somewhat static. Policy Deployment Action Plans are not generally private document, used by leaders to keep themselves on track.

The PD Bowler, though, is a very public document that is on display for each leader in every monthly Policy Deployment review. PD reviews should be done a bit before the middle of the month, every month. That gives subordinate leaders a chance to compile their data and send it up for compilation. They will also be conducting operations reviews, which provide the core information for PD Reviews.

Link Targets to Plan

PD Bowlers should (almost) NEVER have linear improvement targets for the entire year. The targets should be linked to the action plan and should reflect the accomplishment of tasks.

Print in Color

PD Bowlers should be printed in color. The bottom row for each metric will be updated with green for 'hits', yellow for when within 5% of the expected gain, and red for a 'miss' greater than 5%.

Misses Require Action

Leaders are expected to have a well-conceived plan about how to get back on track for all red, and if there are 2 or more yellows in a row.

Related Training and Resources

As you probably inferred from this Policy Deployment Matrix being part of a system, there is a wealth of information that accompanies it.

This includes the following:

  • Policy Deployment Matrix: This tool is used to establish targets and responsibilites for improvement priorities.
  • Policy Deployment Action Plan: This tool is designed to help you track the tasks related to hitting your PD targets. It also requires that you estimate improvement progress. This estimate is what ends up on our PD Bowler. Note that very few plans should ever involve linear progress.
  • Policy Deployment Training Module: We have a system of training modules that you combine to help teams progress through the phases of building a continuous improvement system.
  • Policy Deployment Training Module Download Pack: This is a Master Black Belt resource. It allows you to download, and share training materials for the PD Module within your company.

The Continuous Improvement Development System

Policy Deployment is one of the first tools taught in our CI Development System for a reason. It does two main things.

It confirms that senior leaders are willing to commit to change. If they don't do it early on, they will likely waver later on down the road when there have been a lot of resources committed to developing a CI-oriented business system.

The other thing that PD does is sets the conditions for success in later phases. It acts as a contract and a highly visible commitment to lofty goals. It takes an 'all-in' approach to hit those goals.

General Information

Our forms and tools product line is closely associated with our Continuous Improvement Development System. There is a great deal of supporting content to enable you to put them to the best use.

Our PD forms are no different. We encourage you to look at our PD content to make sure you get the most out of these forms.

  • Here at CI Central, this form is available only as part of our membership programs.
  • You may purchase a license for just the form (no accompanying content) at Velaction Store.
  • This form comes with a permanent corporate license that lets you share it within your company. It is limited to a single reporting unit (usually identified by having its own president) of fewer than 20,000 people. Once you download the form, it is yours to keep. It is assigned to the company of the email in your account, or to the company designated in your account. Licenses are non-transferrable.
  • ABOUT OUR GUEST MEMBERSHIPS: Our guest membership program provides access to our reference guide, loads of videos, a few training modules, and guest versions of many of our forms. Guest versions are either PDF or provide some limited function.

Form & Supporting Lessons

The lessons below are clickable and will take you to the course player.

Policy Deployment Bowler

DOWNLOAD THE FORM * LEARN TO USE IT * TEACH YOUR TEAM
How do you know if your company is hitting the goals you set in Policy Deployment? You use the PD Bowler. It derives its name from its similarity to a bowling score sheet. The PD Bowler is populated from the action plans your teams develop to meet the PD targets from your Policy Deployment Matrix. 

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