Archive for category Lean Transformation Leadership

Guest Post: Missing Elements of Change = Bad Formula

For virtually everyone change means hard work, risk, and the need to learn new ways for unproven benefits. Change is one of the most difficult things for humans to readily accept.  Charles Darwin said, “It is not the strongest species that survive, nor the most intelligent, but the ones who are most responsive to change” which holds true for culture change.

Fortunately, there is a formula that provides insight into how to successfully facilitate change:

L x V x K x AP x A > R = Change

Where:

L = Lever: Find a sense of urgency by identifying a crisis in which action is the only choice.  It is necessary to overcome inertia.

V = Vision: How you would like things to be in the future, this is the “True North” thinking.

K = Knowledge: Learn the skills necessary to facilitate the change. Find a change agent.  Understand and disseminate the lean knowledge.

AP = Action Plan: Actions and strategies needed to move the organization toward the vision.  It is important to begin as soon as possible with visible activity.  Often, a great start is to identify and map your value streams.

A = Alignment: Communicate the why and how of the vision to inspire people to want to try to achieve it.  As  you gain momentum you need to expand your scope. Apply strategy deployment (Hoshin Kanri) to facilitate horizontal and vertical alignment.

R = Resistance: People tend to naturally resist change.  Reduce resistance by making the change known, easy, beneficial, and popular.

To ensure successful change all of these elements are needed.  If an element is missing you won’t get change but rather something short of that as shown below:

Lever x Vision x Knowledge x Action Plan x Alignment = Change
.……….
Vision x Knowledge x Action Plan x Alignment = Status Quo
Lever x                Knowledge x Action Plan x Alignment = Confusion
Lever x Vision x                         Action Plan x Alignment = Frustration
Lever x Vision x Knowledge x                         Alignment = False Starts
Lever x Vision x Knowledge x Action Plan                        = Resistance

There is no quick solution for creating a lean culture.  Successful initial implementation and ongoing maintenance of process improvements, among other things, requires overcoming the resistance to change.

This post was authored by Tim McMahon, the Founder and Contributor of A Lean Journey Blog.  Tim’s blog site is dedicated to sharing lessons and experiences along the Lean Journey in the Quest for True North. He is a lean practitioner, leading continuous improvement efforts for a high tech manufacturer of fiber optic cables and assemblies. Tim teaches problem solving skills, lean countermeasures, and how to see opportunities for improvement by actively learning, thinking and being engaged.

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Change Leadership – Ignore Best Practices at Your Peril

Too often we forget the basics. And we pay dearly for it.

One of the basics of a successful lean transformation, heck any transformation, is change management. When it comes to stuff like that, I defer to the experts for insight into the “how.”

John P. Kotter, author of Leading Change and A Sense of Urgency and co-author of several other great books, is a change management, or should I say change leadership, expert.  Kotter identifies an eight-stage process for creating major change. There’s obviously a lot to discuss behind each one of the stages, but for now, the list is a great start.

  1. Establishing a sense of urgency,
  2. Creating a guiding coalition,
  3. Developing a vision and strategy,
  4. Communicating the change vision,
  5. Empowering broad-based action,
  6. Generating short-term wins,
  7. Consolidating gains and producing more change, and
  8. Anchoring new approaches in the culture.

It’s great stuff and hard to argue against any of it, in total or at the elemental level.  But, lean leaders routinely fail (I’m guilty) to follow this game plan (or other proven change management game plans by folks like Daryl R. Conner). I believe that there are a handful of reasons for this lack of adherence, including:

  • Degree of difficulty (and/or leadership impatience). Change is hard (one of my better statements of the obvious). Applying the rigor of a proven multi-step process, in the short-term, just seems to make it harder and delays getting into the action of changing processes, value streams. organization structures, etc.  Q: Isn’t there a short-cut? A: Not if you want to be successful.
  • Lack of humility. This can be translated as, “I know what I’m doing…I don’t need no stinkin’ process.” Of course, you never actually hear people say that, they just act that way.
  • Drift. At the launch of any sort of transformation, everything is shiny and new – full of hope…and I dare say, the promise of change. But, shortly after the launch, things can get very messy.  Even if an organization applies best practices to optimize the chance of success from the perspective of learning and leverage while managing technical and human resource related risks, there will be no shortage of  problems. Amidst the fog of issues and challenges, it is very easy to lose one’s change leadership bearings. Urgency can make leaders “forget” or procrastinate when it comes to living the basics of change leadership.

So, what to do? Study what the masters of change leadership teach relative to strategy and technology.  Apply the rigor and build it into the overall implementation plan relative to timing, level of effort and ownership  (for example, provide yourself and your team with the requisite time to develop a vision and strategy). Religiously conduct frequent formal and informal PDCA checkpoints to keep yourself on track and to identify necessary adjustments. Use an external coach to keep everyone honest.

Change leadership is hard enough. Don’t handicap yourself and your organization by ignoring best practices.

Related posts: The War Room – More than an Interior Decorating Statement, The Post-Value Stream Analysis Hangover

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Lean Leadership – Lessons from My Dog Obedience Sensei

My dog, Bailey, has a sensei – a dog obedience trainer. Actually, my wife and I have a sensei… to teach us how to train our dog. In fact, my wife and I have used the same dog obedience trainer for the last three dogs, all German Shepherds. No one will mistake us for Mr. and Mrs. Dog Whisperer.

Recently, while I was on business travel, my wife and Bailey had a lesson with the trainer. In short, the trainer was not impressed. Bailey was unfocused and not very successful at executing the new commands from the prior lesson.

The trainer astutely noted that the dog was suffering from the effect of inconsistent training. Yes, I was the master at the previous lesson (while my wife was out of town with kid #2) and maybe, just maybe,  I did not train rigorously enough to help Bailey master the latest technique…and maybe I did not effectively transfer the knowledge to my wife so that she could herself learn the new technique and practice it with Bailey.

If you have ever taken your dog to obedience school or done the private lesson thing, it does not take long to figure out that the training has more to do with the master and less about the dog. In other words, the dog does not magically absorb Lassie-like obedience and intelligence in a few hours of training.

The master is responsible for learning the techniques and commands through practice (PDCA) with their animal under the tutelage of the sensei. Then the expectation is that the master(s) will rigorously practice the new techniques and commands (more PDCA) over the following week or weeks until the next lesson, whereupon they will demonstrate their new (sort of) mastered skills and be ready for new learnings. To help, my trainer even leaves a one page “standard work” document after each lesson. It details the proper technique, command, etc.

So, the connection to lean leadership…or what my dog obedience sensei has reinforced for me:

  • Lean leaders must learn proper behaviors and techniques from the external sensei, so that they in turn can coach others within the organization.
  • Lean leaders cannot abdicate their responsibility for transformation to the external sensei.
  • The followers in the organization can only absorb so much from the external sensei during his/her relatively short time at their gemba. The long-term effect (or lack thereof) is purely up to the lean leaders.
  • The lean leaders must be absolutely (and pragmatically) consistent in message, principles, systems and tools, otherwise the workforce will become confused and frustrated.
  • Even though lean leaders often know what to do, how to do it and why they should do it, they often don’t do it. A good external sensei will keep them honest.

Dog is man’s best friend – they are loyal, loving, obedient and can prompt useful lean reflection.

Related post: WWSD: What Would the Sensei Do?

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The War Room – More than an Interior Decorating Statement

Several weeks ago, a client mentioned that they were planning on establishing a “war room,” but did not especially like that name. I suggested “transformation room.” It’s a little less militaristic (not necessarily a bad thing, but perhaps a little over the top within healthcare) and more descriptive relative to its purpose.

Here are a few things to think about when contemplating a war room.

Purpose. In a nutshell, the war room’s primary purpose is to establish and sustain effective organizational focus on the stuff that’s required to transform its performance and culture.  The focus must be intense, specific, measurable, actionable, relevant and time-bounded. By definition, it must encompass both PDCA and SDCA, meaning breakthrough improvement, daily kaizen and sustainability.

Audience. The notion of “room” infers that its users are small in number…maybe elite. Well, the war room should be worn out by the executives, but it shouldn’t necessarily be an exclusive place (unless a war room is dedicated to working out some especially sensitive issues, like organizational design decisions). In fact, if at all pragmatic, the room should be in a high traffic area. Hence, the “room” for some lean companies has become a “glass wall” – a physical, transparent wall, which sports the information for all to see and demonstrates leadership’s competent and credible commitment to the lean transformation.

Contents. What’s in the war room? Charts, graphs and solemn statements that drive/share:

  • clarity in the enterprise’s vision, mission and purpose,
  • the identification and recognition of the current condition,
  • articulation of the desired future state and the gaps between current and future state,
  • the execution (and the adjustment, as required) of detailed gap closure plan(s),
  • safety, quality, delivery, cost, innovation, and morale performance,
  • countermeasures, their ownership and status, and
  • recognition of victories, large and small

We’re talking about strategy deployment matrices, bowling charts, A3 reports, current and future state value stream maps, value stream improvement plans, top tier performance metrics, posted top leader standard work, task accountability boards, etc.

Context. The war room, by itself, is just a room with lots of paper on the wall. Its value is derived by the structured engagement of the lean leaders in and around that room – the focus, application, execution, learning, and adjustment within frequent strategy deployment checkpoint meetings, daily tiered meetings and the like. The war room represents the top tier within a multi-tiered lean management system.

The war room is clearly more than an interior decorating statement. What’s your take on the room?

Related posts: The Post-Value Stream Analysis Hangover, Why Bowling Charts? Trajectory Matters!

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Good Lean Leaders Come from Good Lean Followers

My oldest is a fourth class cadet (actually a “swab”) at the U.S. Coast Guard Academy. He is (hopefully!) enduring a 7 week orientation (think boot camp) called Swab Summer in which he becomes a member of the armed forces, prepares to join the Corps of Cadets, and is readied for the academic year.

It is not easy and there is no guarantee of success. More than a few of the 290 swabs will DOR (drop on request), get medically discharged, etc. It’s extremely challenging physically, intellectually and emotionally. But, that’s one of the reasons that the USCG is the best coast guard in the world!

A common theme that is expressed around the Academy is that in order to become good leaders, the cadets must become good followers – especially in the important fourth class year (freshman). It’s a bottom up learning experience. Academy graduates are commissioned as ensigns within the CG.

So, why is followership so important? First of all, not everyone can be the supreme leader. That’s just plain impossible. You’ve got to have effective followers, ones who know how to follow individually and, more importantly, collectively as a team. It’s a prerequisite for execution and for developing an exceptional culture.

Given the dynamics of hierarchy and the fact that leadership is often a shared responsibility (we don’t want a bunch of lemmings), many folks will serve as leaders to others. And here’s a blinding flash of the obvious – if you don’t know how to follow, it’s really hard to be a good leader and mentor. Poor followers  often have a significant challenge understanding what their followers do and deal with within the  technical and emotional realm. Great leaders have a clue about the principles, systems and tools and they have empathy.

Another blinding flash of the obvious, when one is made a leader, it is not eternal and all encompassing. No one walking on this earth is perfectly complete. This means, every leader must be a follower at some time, in some way. It’s how you learn, how you grow and how you leverage the collective, value-creating strengths of the organization.

So, where am I going with this (especially in a lean context)? Effective lean leaders must also be good followers. The renowned Steven Spear’s recent blog post (looooonnng title), Why C level executives don’t engage in ‘lean’…Two reasons: Delegate to ‘technologists’ or trained to decide, not discover and develop…, touches upon a bit of this phenomenon.

C level executives are often absent from ‘lean initiatives,’ ‘lean transformations,’ and the like.

This is unfortunate given the truthy cliche, “what is interesting to leaders, is fascinating to followers.”

The question is, “Why?”

Let me suggest two reasons:

  • Lean presented as a kit of system engineering tools which senior leaders feel they can delegate to technologists.
  • Senior leaders not taught/trained for an environment of continuous improvement/discovery.

Presumably, if C-level executives were better followers when it comes to lean, they would be better at truly leading lean transformations…and not bastardizing the implementation.

So, what followership things can executives do to boost their lean leadership effectiveness? Some thoughts:

  • Genuinely seek out other true lean leaders at bona fide lean organizations, visit, observe, ask stupid questions, and listen…with humility.
  • Fully participate (clear the calendar and bury the Blackberry) within kaizen activities (including values stream analysis) as a team member. Make it clear that you are there to contribute and to learn…and then do just that.
  • Consider hosting president’s kaizens with your staff, as facilitated by a respected sensei who will keep you and your staff honest (relative to kaizen standard work, lean principles and group dynamics) and ensure that you get meaningful stuff done.
  • Actually READ and STUDY those lean books that are on your book shelf.
  • After getting certified through a train-the-trainer process, train some of the folks in the organization in Lean 101.
  • Conduct routine gemba walks with your sensei (internal or external), listen, get grilled, try to answer and learn.
  • Spend a day or two as a front line associate, dealing with the stuff they deal with (warts and all) and following their standard work.
  • Spend a day or two as a mid-level lean leader, dealing with the stuff they deal with (warts and all) and following their leader standard work.

I am sure there are a bunch of other follower activities that can be added. What are your thoughts?

To the United States Coast Guard, thank you and Semper Paratus!

Related posts: Lean Leader Principle – Show Them Your Back, Humility, or What Does Dirt Have to Do with Lean?

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Lean Leader Principle – Show Them Your Back

Ritsuo Shingo, son of the great Shigeo Shingo, gave a keynote address during the 22nd annual International Shingo Conference this past week. And I know what you might be thinking – does Ritsuo know anything about lean or is he just the son of a lean icon? Both. He’s the real deal, former President, Toyota China and Hino Motors, China, among other things.

Mr. Shingo spoke on management. As one might expect, he also discussed continuous improvement. One of his lessons within that subject was “show them your back.” This is a metaphor for, “be a leader, not only in word, but in deed.”

Ritsuo, clearly a humble man, provided some personal examples of how he did just that during some start up activity in China. In order to set the tone, without beating anyone about the head regarding cost management, for example, Mr. Shingo opted for a used car and used office furniture. It’s pretty hard for your subordinates to go out and buy new stuff, when the leader has not. No words here, just action. This reminds me of the quote that is attributed to St. Francis of Assisi, the 13th century founder of the Franciscan order, preacher and mystic, “Preach the Gospel at all times. Use words if necessary.”

While our gospel (meaning “good news”) is more about lean thinking and doing, this notion certainly makes sense. Which reminds me of another story as recounted in the Productivity Press book, The Shift to JIT. In August 1987 Taimei Takazaki, president of Akita Shindengen (semiconductor manufacturer), began to do all of his work standing up. As he did, eventually virtually all (even administration and support) within the company did the same. We know seated operations often are barriers to continuous flow. Standing operations are usually a great facilitator of flow – eliminating isolated islands and thus enabling multi-process operations, better work content balance among operators, etc. I myself used a stand desk years ago for the same leadership purpose.

There are many other similar examples – leaders following and posting their own leader standard work, spending time at the gemba, participating in kaizen activities, maintaining 5S in their office, applying PDCA checkpoint rigor to strategy deployment, moving offices to the gemba, eschewing cozy offices with doors and all the trappings for short-walled cubicles adjoining their teammates, eliminating executive parking spots, etc. It’s all part of showing your back. That’s a lot more compelling than the old, “do as I say, not as I do!”

Related post: Humility, or What Does Dirt Have to Do with Lean?

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WWSD: What Would the Sensei Do?

WWSD pic

Several days ago a colleague was sharing how he bumped into Bob, his initial sensei (and mine) at the airport. My colleague told Bob that he thinks of him every day when he coaches his clients – “What would Bob do?” Not that we need to be handing out WWSD bracelets, but we should all think, “What would the sensei do?”

Of course, it depends on your sensei. Bob is lean Hall of Fame good. He started his lean journey as VP of Ops at Danaher’s Jake Brake in 1987, the veritable U.S. lean beachhead. Now, if you have any questions relative to the quality of your sensei, then perhaps ask, “What would Ohno do?” Not a bad choice.

So, when should you apply WWSD and on what should it make you reflect? I think WWSD is really a situational thing and has less to do with lean tools and more to do with lean principles and systems and lean transformation leadership. That’s where we usually get into trouble.

For example, when we encounter concrete heads and waffle about things like flow, pull, scientific thinking,  integrating improvement with work, respect for the worker and bias for action, we can really screw up a lean transformation. We can end up directly or indirectly teaching people that lean principles are subjective. Not a good thing!

So, think about your sensei and the lessons that he or she has imparted to you. How and when do you  (should you) apply WWSD?

Related posts: Everyone Is Special, But Lean Principles Are Universal!, Sensei Facilitation Style – Scary or human?

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How’s Your Lean Conscience?

Cricket picI’m guessing very few have asked that question before. Conscience is a judgment of reason by which we recognize the quality of an act before, during or after we do it. It’s really not Jiminy Cricket, although his quote, “A conscience is that still small voice that people won’t listen to,” isn’t too far off the mark.

So, what’s a lean conscience and who should have one? Well, a lean conscience is a judgment of reason by which we can tell whether we’re living lean principles (respect for the individual, humility, flow, pull, scientific thinking, integration of improvement with work, etc.). Lean leaders and practitioners should have a lean conscience.

Of course, with “ownership” (of a conscience) comes responsibility. Traditionally, there are three obligations people have when it comes to their conscience.

1. Act on it. If our conscience is well formed (see #2, below), we should act on our lean conscience. How many times do lean leaders walk by a process in which people are not working in accordance with standard work or there are defects and it’s business as usual (jidoka?…later, man) or perhaps there’s a situation where we could have coached someone so that they could have solved the problem, instead we “gave” them the answer because we didn’t have the patience, or…you get the point.

2. Form it. It’s possible to have an improperly formed lean conscience. Maybe there are some significant holes in the understanding of lean principles, systems or tools. Big gaps can cause big problems. Who hasn’t encountered issues when people who are supposed to know better are “serial batchers?” We are obligated to keep on studying and learning by doing so that we can continue to form and inform our lean conscience.

3. Don’t act if there is uncertainty. Well, maybe we should disregard this one. This does not mean that we should throw caution to the wind, but we need to be experimentalists, not with lean principles themselves, but in the application of the systems and tools within our own particular value streams. Of course, when in doubt, getting started, and/or when there is some real business risk, get a sensei.

So, here’s a call for some hansei (reflection). How’s your lean conscience? Does it bother you? Do you need to form it some more?

Related Post: Everyone Is Special, But Lean Principles Are Universal!

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Subsidiarity: A (Medieval) Lean Principle

Subsidiarity picRon Pereira has been gracious enough to allow me to guest blog on his LSS Academy blog. I hope  that you find my post on subsidiarity (yes, there really is a lean connection) of value and take the opportunity to check out LSS Academy’s great insights and offerings.

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Everyone Is Special, But Lean Principles Are Universal!

barney picMy three children are well beyond the Barney years. It’s been about 10 years since I was subjected to that song, but unfortunately it is burned into my brain, “Everyone is special, special. Everyone is special…” Of course, I don’t disagree with that sentiment, just the inane song. However, when it comes to lean implementation, people seem to sing that very song, just with different words.

We’ve seen lean adoption successfully expand across a number of different industries, resistance slowly receding as new frontiers were explored and barriers breached. First (in very broad terms) lean was a Toyota thing, then it was perceived as something for the automotive industry (who hasn’t heard the plaintive cry from someone resisting lean that goes something like, “we aren’t making cars here!”), then a manufacturing thing, then lean started making inroads within transactional businesses, now health care, etc., etc.  Just the other day, I was reviewing a lean health care case study for a company that does a lot in the lab and manufacturing operations (long story). At the conclusion of the review a manufacturing engineer noted that lean seems to work in health care, but was skeptical as to whether it worked in manufacturing. Doh!!

There are mounds of empirical evidence that lean works and can work in virtually any value stream. The expectation is not that everyone has to be a carbon copy of Toyota or anyone else for that matter. It’s pretty much impossible and probably is not the most effective path. Companies are different (special) from the perspective of culture, strategic imperatives, value streams, etc. BUT lean principles are lean principles. They apply to everyone.

The Shingo Prize’s Transformation Model for Operational Excellence identifies, among other things, 10 basic principles. These principles transcend the lean tools and systems (the “know how”) and represent the “know why” of lean transformation. A deeper understanding of the principles, according the Shingo Prize model, “…empower[s] the organization to develop and deploy specific methodologies and practices unique to the organization.” Unique means “special” in Barney language.

Here are the 10 Shingo Prize model principles within four “dimensions.” I encourage you to go to the Shingo Prize website and read through the model. If you can’t agree that the principles apply to your business, well…you’re not going to successfully implement lean in a meaningful way.

  • Cultural Enablers – 1. respect for the individual, 2. humility
  • Continuous Process Improvement – 3. flow/pull, 4. process focus, 5. scientific thinking, 6. integration of improvement with work, 7. seek perfection
  • Consistent Lean Enterprise Culture – 8. systemic thinking, 9. constancy of purpose
  • Business Results – 10. create value

So, the question shouldn’t be whether lean will work in your corner of the world. It can. The question should be more about how are you going to best apply lean tools and systems within the context of (satisfying) the principles.

What do you think?

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