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Q. What are some CORE principles for achieving desirable LEAN Six Sigma Return on Investment (ROI) goals?
  • Make absolutely sure every program has a Champion from senior management or it is unlikely to achieve targeted returns on investment.
  • Returns can be segregated into hard (traceable to actual cash) and soft savings (less bankable like cycle time reductions) as well as one-time vs. recurring (equal to the present value of the related cash flows over the time they recur) savings.
  • Apply practical valuation methods such as Economic Value Analysis when you need to measure non-cash-yielding improvements that could impact a company’s intrinsic value, thus yielding shareholder value well beyond the scope of any project’s anticipated savings.

However, the greatest difficulty in measuring ROI in any performance improvement initiative is assigning value to non-cash-yielding improvements, like if the initiative boosts sales growth rates or advances the company's competitive position.

These kind of improvements can impact a company's intrinsic value, thus creating shareholder value well in excess of any project savings. To assign value to such improvements, one must look to more sophisticated valuation theories such as Economic Value Analysis, which addresses shareholder value in a more significant way.

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