Fun With Bullet Points – The Toyota Way

Jenny Hardy - March 12th, 2009

For anybody reading the Toyota Way Field book, I have made some bullet points for you to use, a circle with four quadrants. I have found them particularly useful as, I want to break down the training goals into clearly definable tasks and make them tie in with the Multifunction Training Time Table (chapter 11, p 225-258).

The Training Timetable is a useful tool in giving an overview of all staff, their skills and importantly where they are in their training. Using the bullet points will help me along with the timetable to make visual indications of the requirements needed to achieve professional standards.

These bullet points can be imported into Word and Pages, I have described the process below.

Word Instructions

First right click on the images in this post and download the files I have made to your computer, Save them in Applications > Microsoft Office folder > Clipart > Bullets

In Word > Format > Bullets and Numbering. Select a bullet you wish to change and click Customise. Select picture and find the bullet point you want to use, select it and click OK.

The bullet will appear on your document where you have the cursor. Customise the remaining bullets for the remaining images. Remember to customise the bullets on the Bullets and Numbering window NOT customise the images to one of the bullet options, otherwise Word will change all of the bullets in your document to the same image.

To add a bullet to your document Place the insertion point where you want the list to begin click the bullet point button in the toolbar. To choose your custom image, open it, in the Formatting Palette, this can be found in View.

Pages Instructions

Right click and save the images.

On the Pages document, Place the insertion point where you want the list to begin.
Click Inspector in the toolbar, click the Text Inspector button, and then click List.
Choose a bullet style from the Bullets & Numbering pop-up menu. 
To use your own image as a bullet, choose Custom Image and choose an image in the Open dialog that appears.

In response to Mark a Blank Training Document where I have used the bullet points (explanation of fields in italics)

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3 Responses to “Fun With Bullet Points – The Toyota Way”

  1. Mark graban says:

    I don’t see how that’s useful. Seems like a lot of work to insert different bullet points into a table or a word document.

    There’s something to be said for simplicity and that’s one reason these training grids are normally done on paper, where the circles are filled in manually.

    Can you post an example of a document where this is used?

  2. jennyh says:

    In the role I am training, we have 12 processes. I have identified that there are up to 3 tasks that require training and assessment, for each of the 12 processes, a total 36 tasks. I will need to see evidence for the each of the performance keys; Apprentice, Operator and Trainer. I would have to type the word apprentice, operator and trainer 103 times.

    After the process of entering the bullet points once, I can copy and paste through the remainder of my document, therefore saving time. I admit that I may have missed a way of designing my table that would have allowed for them to be typed once. I stuck to my decision to make the bullet points because I wanted my table to be easily compared with the Multifunctional Table.

    I hope I am not falling into a myth trap. The table I have created is for a job where many of the processes cannot or are not yet fully standardised but still need to achieve professional standards and be trained.

    At any point somebody that is not familiar with the Toyota Way Field Book, or our job role can see what is expected at different levels of understanding of the job, and I can see what needs to be in place for their training. I made the bullet points for my own love of making information visual.

    I have added a blank copy of the table as a Word document, that I have referenced in my post. I welcome advice.

  3. Mark Graban says:

    Sorry to play devil’s advocate, but you can copy and paste bullets, but you can’t copy or paste words?

    When I do training matrices like this, I use Excel and just use numbers to signify levels. You can set up conditional formatting so different levels display as different colors – yellow, red, green even. Printed in color, it makes a nice visual and I’d argue a better one than the filled in circles.

    Cheers,
    Mark

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