Step 7 · 3 min read

Executive summary

Every project has one Reports menu with six outputs, and each row says who it is for and how long it is. The Executive summary is the answer on one page, with the live detail beneath it — it updates as you work, and nobody has to assemble it. This chapter explains the six outputs, then what the summary shows and how a run stays on the reports.

About 3 minutes

Six outputs, one door

Pick the one for the reader.

  • Sponsor brief — the project on one page for the person the team answers to: the decision needed, health with its reasons, the result, money, risks and what happens next. It fills in as the project moves.
  • Executive summary — the answer on one page, with the live detail for the team beneath it.
  • Executive report — the presentation for a steering or board review: one message per section, each proved by a numbered exhibit, ending in the decisions and how the numbers were produced.
  • A3 — Toyota’s one-sheet problem-solving format: background, current condition, goal, analysis, countermeasures, plan, follow-up.
  • Tollgate review — the gate on one page, for the meeting that decides it: the exit criteria with their evidence and the decisions on record.
  • Full report — the complete record, a chapter per part of the work, as many pages as the project has content. It also keeps archive PDFsrendered on the server with their provenance.

Every one is drawn from the project as it stands and reads as one web page, in light or dark, with charts that show their values on hover or tap. Present shows it full screen for a meeting, a section at a time, and Download PDF prints it on A4 landscape (the A3 on A3).

What's on the summary

One page, then the live detail.

The page at the top is the answer: the problem, what was found and done, three numbers, the exhibits that prove the headline, and the decision. Before anything is measured it shows the starting estimate from setup against the target — always labelled as an estimate — and where the time goes on the value stream map. Beneath it sits the live detail:

KPI strip

VOC · CTQ counts, value-stream efficiency, high and medium risks, processes and recommendations — plus the sigma range, Ppk range and stability once a process has measurements.

Overall or one process

Tabs switch between the whole project and each process. Overall reads in story order: charter summary, plan Gantt, VOC · CTQ pairing, a combined value-stream Pareto and fishbone, process performance, the FMEA Pareto and recommendations.

Tools tab

The toolkit runs shown on the summary, grouped by DMAIC phase, each with its result card and a link back to its editor.

How it's built

From the project, automatically.

As you fill in the DMAIC tabs and run toolkit tools, LeanProjax draws the summary from them: the KPIs come from the capability studies of your processes, the Gantt from the charter schedule, the Pareto from your value-stream steps, and the Tools tab from your runs. There is no narrative to write and no export step — open it, and it is current.

The toolbar at the top presents the one-page summary full screen or prints it; the Reports menu opens the Full report when the reader needs everything.

web.leanprojax.co
leanProjaxWORKSPACEOverviewProjectsInvitationsWORKSPACE ADMINSettingsWORKSPACESCOWNEREXECUTIVE SUMMARYDecrease line-3 scrap rate — Q3 initiativeCut line-3 scrap from 7.2% to under 2% by end of Q3, without adding inspection headcountor rework loops; hold the gain through the holiday production push.⏱ Updated May 13, 2026 ✓ Completed Apr 20, 2026CompletedFull report →VOC · CTQ8 · 10Voice & CTQEFFICIENCY8.4%VA ratioHIGH RISK13RPN ≥ 200MEDIUM RISK1RPN 100–199PROCESSES4AnalyzedRECS12ImprovementsSIGMA RANGE1.0–1.4σAcross processesPPK RANGE0.45–0.573 measuredSTABILITY2/31 out of control⇅ OverallInbound material checkStamping operationAssembly cellOutbound packagingVOICE OF CUSTOMER · CTQ8 VOC10 CTQ— 1.3 CTQ per VOC on averageCoverage ratioCOMBINED PARETO · ALL VSM STEPSTop 10 by cycle time across every processCycle (min)
Figure 1The Executive summary — header, two KPI rows, process tabs, VOC ↔ CTQ coverage, and a combined-process Pareto.
  1. 1The toolbar — Present shows the one-page summary full screen; Download PDF prints it as one sheet.
  2. 2Top KPI row — VOC/CTQ counts, efficiency, risk distribution, and the count of recommendations.
  3. 3Sigma + Ppk ranges across processes, plus stability (how many processes are in control).
  4. 4Combined Pareto across every process — red bars are the biggest cycle-time contributors; the blue line is cumulative coverage.

What the reports carry

Every run is in until you switch it off.

A toolkit run is born with two switches on: Show on Executive summary and Include in Full report & PDF. You never have to pin anything to get it into a report — you switch off the runs you want to leave out.

Where to switch

  • In the run’s editor — the two switches sit in the editor’s form, so you decide as you finish the analysis.
  • In one place — the What the reports carry panel at the top of the Full report lists every run with both switches, and the appendix below it updates as you flip them.
  • On the Toolkit hub — the pin on a run row flips both switches at once, and the strip at the bottom shows what is currently in the Full report.