Playbooks

How To Reduce Changeover Time

Minimize Lost Production Time by Standardizing and Accelerating Changeovers

Purpose

Help teams identify, measure, and reduce the time it takes to change from one job, part, or setup to another — using data captured in Caddis to drive structured improvements and accountability.

“Setup times dropped from 14 minutes to 9 just by focusing weekly and assigning ownership.”

— Manufacturing Engineer, Aluminum Manufacturer (LeClaire Meeting)

Outcomes

  • Shorter, more consistent changeover times
  • Clear accountability for changeover execution
  • Data-driven improvement process for setup activities
  • Increased machine availability and throughput

Tools You’ll Use in Caddis:

  • Run and downtime history for each machine
  • Tags (e.g. Part Number, Job Number, Operator)
  • Downtime thresholds (to flag excessive setups)
  • Notes on excessive downtime events
  • Weekly reports comparing shift/setup performance

Timeline:

4–6 weeks initial improvement sprint, then ongoing weekly follow-up

Who’s Involved:

  • Caddis Champion
    • Tracks setup times and tags active runs
  • Operators
    • Execute changeovers and follow checklists
  • Maintenance
    • Support for tool or fixture issues
  • Production Manager
    • Reviews changeover metrics weekly
  • Engineering
    • Supports fixture/tooling or redesigns

Step-by-Step Execution

Step 1: Tag All Active Runs by Job or Part

Make sure every active run in Caddis includes tags like:

  • Part Number
  • Job Number
  • Operator Name

This allows you to compare average setup times by:

  • Operator
  • Job type
  • Shift
  • Part Number

📌 Caddis tags are applied at the start of an active run, grouped by category. Use these to build production context.

Step 2: Identify Setup Events Through Downtime Analysis

Use Caddis to locate excessive downtime periods between tagged runs:

  • Look for repeat setups that exceed your target time (e.g., >10 min)
  • Cross-reference notes or operator comments for cause

Use this to:

  • Quantify average and worst-case setup time per job
  • Identify jobs or operators with high variation

Step 3: Create a Changeover Checklist

Use 5 Why’s to identify barriers in long setups:

  • Why did this setup take so long?
  • Why wasn’t tooling ready?
  • Why wasn’t the fixture preloaded?

Design a standard checklist for pre-setup and execution:

  • Confirm tool/fixture staged
  • Material ready
  • Operator trained
  • First article inspection expected time

🧠 Use root cause findings to define new checklist items.

Step 4: Assign Setup Ownership and Start Weekly Standups

Each high-variation setup should have an owner:

  • Could be the lead operator or area supervisor

Start a 30-minute weekly review meeting:

Attendees: Operators, Caddis Champion, Production Lead

Agenda:

  1. Review average and longest setup times by job
  2. Investigate any excessive events
  3. Identify one improvement for the next week
  4. Validate checklist use and prep actions

🔁 Build weekly momentum and celebrate wins.

Step 5: Add a PM if the Setup Delay Was Mechanical

If a root cause is related to:

  • Tooling wear or fixture misalignment
  • Dirty machine bases
  • Sensor or calibration drift

Use your 5 Why’s worksheet to:

  • Identify the root cause
  • Build a PM that prevents recurrence

🛠 Example: "Fixture bolts loose" → PM every 60 hours: Inspect bolt torque

Metrics to Track

Metric Why It Matters
Avg Setup Time Per Part/td> Less than 10 minutes
Excessive Setups Zero repeat occurences
Setup Time Variation by Operator Decreasing trend
Pms created from setup issues 1+ per month

Common Challenges (and Solutions)

Challenge Solutions
We don't know when changeovers start Use run end + tag transitions to infer setups
Setups vary widely by shift Tag by Operator + Job to identify gaps
Checklist isn’t used consistently” Review usage weekly and re-train if neccessary

✅ What Success Looks Like:

  • Setups become routine and repeatable
  • Less machine downtime between jobs
  • Setup time is known, measured, and improved
  • Preventive actions are tied to mechanical delays

📝 5 Why’s Root Cause Worksheet (Printable)

Use this worksheet during changeover investigations to build better prep and PMs.

Setup Issue Description:

Why #1: Why was this setup delayed?

Why #2: Why wasn’t the material/tooling ready?

Why #3: Why was that step missed?

Why #4: Why wasn’t someone assigned to check it?

Why #5: Why isn’t that built into our process?

Root Cause Statement:

Proposed Fix (Checklist or PM):

Owner: ___________________ Due Date: ________________

Follow-Up Notes:

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