How to use the Improvement event plan template

Start a board from it
Use this template opens a new Freero board with the Improvement event plan template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Improvement event plan”.
Follow the instruction on the board
“Choose a process small enough to change in the week. People who do the work make the changes; managers clear the way.”
Fill in each part
- Scope Before
- See it Day 1
- Ideas Day 2
- Try it Days 3–4
- Keep it Day 5
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Improvement event plan board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Value stream map
Follow one request through every step to delivery, with work time and wait time at each, to see where time really goes.
Workplace organisation audit
Score a work area on sort, set in order, shine, standardise and sustain, and agree the actions to lift each score.
Floor walk notes
Notes from walking where the work happens: what you saw, what people told you, problems spotted and what you’ll follow up.
Process map
Lay out how a piece of work really flows today, step by step, with who does it, the tools involved and where time is lost.
Five whys
Ask "why?" until you reach a cause you can actually fix, writing down the evidence for each answer on the way.
Supplier-to-customer map
One process on a page: who supplies what goes in, the few main steps, what comes out and who receives it.