A Business Technology Place

Planting organizational seeds for a sustainable future

I’m in the process of repositioning to a new role within the same company. I’ve done this in the past, but never viewed the transition through a lean lens.  When this happened early in my career, I looked forward to the new job without giving thoughtful consideration to the previous job. Sure, I had documentation and notes I could leave for the next person. But I didn’t think about leaving a sustainable system.

That all changed when I was introduced to lean philosophy and thinking. The fifth lean principle is to pursue perfection. This is the principle that creates the basis for making continuous improvement and respect part of the culture and not just another management fad. Lean thinking identifies value and remove waste in such a way that practitioners view their work as more than a job. The work becomes part of a sustainable system that adapts to changing environments.


Ready to Spring Mike Lewinski via creative commons – https://flic.kr/p/e9Fj5B

Today, as I transition to a new role, I’m leaving a team of managers with a set of documented standard work that creates the foundation for continuous improvement. I’m leaving them with departmental metrics that support the mission of the group. I’m leaving them with a defined system for problem solving and root cause analysis that systematically snuffs-out recurring problems that prevent excellent service delivery. I’m leaving them with the foundation for growing leaders who understand the work by going to the gemba. This time, the role change is different. This time I see and care about leaving a sustainable system for the next leader to enhance and make better.

4 of the 14 principles of the Toyota Way promote long term thinking and people development. Read these four principles and imagine how following them can promote sustaining a company culture by respecting people.

Principle 1) Base management decisions on long-term philosophy even at the expense of short-term goals.

Principle 6) Standardized tasks are the foundation of continuous improvement and employee empowerment.

Principle 9) Grow leaders who thoroughly understand the work, live the philosophy and teach it to others.

Principle 14) Become a learning organization through relentless reflection and continuous improvement.

Pursuing perfection and continuous improvement is bigger than any individual. The big idea is to grow leaders so the system can survive management changes. If the system truly becomes part of the culture then the system will sustain itself and continue to grow over time. Of course I realize if new leaders are not versed in lean thinking then all of this may seem like foolishness to them. Therein lies the challenge for organizations in the midst of adopting lean. Grow leaders into elevated positions that understand the work and the system. Weave the system of lean into the culture so that it’s part of the core makeup of thinking.

The lesson in all this is to start planting seeds today for a sustainable system tomorrow. The seeds of long term thinking, standardized tasks, growing leaders, and continuous improvement are not only great ways to respect employees, but key to providing value to customers as well.

Onward and upward!


Overcoming audit excuses

I don’t have enough time to perform audits.

It was 9am Tuesday morning. I assigned the weekly visual management board audit to a staff manager and I could hear the unsaid words looking in their eyes.

It was 10am on a Thursday morning. I asked the process improvement manager, “Why do we need to audit ourselves weekly?” I was questioning both the value and frequency of self-audits.

Then my view changed….

I’ve found peace with internal audits.

Let’s be honest. Audit is kin to four-letter words in our current work culture. I’ve observed rolling eyes, sighs, and bad behavior when the word is spoken. You probably have too. But here’s a game changer; audits done the right way are beneficial. They can be more than checking a box. They can help make us better.

To get the most out of audits, I had to first understand the primary purpose of the audit is not find errors, but to identify waste and improve flow and processes. That mindset is part of lean thinking. It is a mindset that wants to know when processes are not running according to standards or when established metrics don’t meet expected values. I only came to understand this when I slowed down and thought through the content of the audit standards as I conducted the review. I had to look beyond a score and a check-off. I had to examine if the team was completing work according to standards, if we were adding value, and if we were removing wastes from our processes.

Our journey started by first defining department standards to check during the audit and the rating scale for scoring. We chose an audit frequency of weekly. It seems like alot (and feels like it), but starting out we want to establish standards and enforce expected behavior changes. Ideally, each week a different manager is assigned the task of auditing.

The audit sheet is a grid showing the standard, the rated score, and a box for written observations. If any standard is rated below the acceptable minimum score then a countermeasure is assigned to an owner to correct.

I don’t have enough time to perform audits.

Back to this common answer or excuse not to perform team audits. Here’s a few ways to overcome it:

(1) Keep it simple – Try to maintain less than 12 audit standards so the audit can be conducted quickly. My preference is the audit should take no more than 30 minutes.

(2) Make the results irresistible – Make the audit results focus on process improvement not process deficiency. Sure this is a spin-on-words, but it’s perspective of ‘why’ the audit is important. When the team sees the results can make them better, then time to do the audits will no longer be a factor. In fact, they’ll think we don’t have time not to perform the audit.

Onward and upward!
Photo Credit – https://flic.kr/p/TcaZyN – by GotCredit

concentration so intense…

One of my favorite things is reading a book and finding a statement that makes me pause and reflect. It’s the highlighter worthy statement. It’s the one I might write about or use to start a conversation with a colleague. It’s a statement the author uses to convey the point of their writing. For me, it’s a statement that feels right because it connects with my own experiences.

It happened today as I was reading Lean Thinking by James Womack and Daniel Jones. Womack and Jones recapped the findings of psychologist Mihaly Csikszentmihalyi by saying,

“The types of activities which people all over the world consistently report as most rewarding — that is, which makes them feel best — involve a clear objective, a need for concentration so intense that no attention is left over, a lack of interruptions and distractions, clear and immediate feedback on progress toward the objective, and a sense of a challenge.”

At work, I have an ongoing conversation with a few colleagues that the most rewarding department in the company is shipping. The product comes to them and leaves them, piece-by-piece. They check a box, mark it complete, mark it shipped. This is not the type of stimulating work Csikszentmihalyi mentions. But shipping personnel are gaining the sense of accomplishment by starting and completing work without interruptions.

Here’s a challenging situation. Today’s office of matrixed organizations working on multiple projects, makes replicating the experience described by Csikszentmihalyi extremely difficult. I’ve been wrestling with the puzzle of transitioning IT work from batch-and-queue into single piece workflows. Part of that puzzle is finding solutions for how best to keep technology workers satisfied and inspired by their work. Project requests come simultaneously from multiple stakeholders including customers, product managers, and compliance teams. Project requests also originate from events like mergers, acquisitions, facility closures, and company reorganizations. All this results in what I call organizational entropy. It’s very difficult for a professional worker to achieve “a concentration so intense that no attention is left over”.

One way to minimize the number of stops and starts is by level-loading assignments to workers by prioritizing work and regulating the in-take of new work from entering the flow of production. This takes discipline from the managers to see the entire system and to manage with an eye towards uninterrupted work. It requires discipline from the workers not be distracted by upcoming work or work not requested by the customer. If I think about my typical day, I start with a set of defined work tasks for what’s important and due. It takes concentration to complete a task from start-to-finish without pausing to look at emails, new requests, or other project assignments. But when I do stick to the plan and complete the work, I find the work more rewarding.

Picture this – “Concentration so intense that no attention is left over”. Office squirrels might go extinct.

Onward and upward!

Root Cause Analysis Playbook

One of the staples of our Lean journey is a monthly root cause analysis (RCA) effort. The results of the team standard have surpassed my expectations, and I anticipate more potential positive results as we mature our approach. Our playbook is simple to execute, but requires disciplined execution and adherence to standard to recognize benefit and produce long term benefits.

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Prerequisite Activities

  1. Train team members on the fundamentals and business reason to use RCA.
  2. Create team standards for documentation and frequency of RCA events.
  3. Establish place on visual management board to post active, completed, and future RCA documents.

Execution

  1. In the frequency designated by the team standard, determine the process,procedure, or result as the subject for the RCA.
  2. Decide who the point person is to manage the current RCA effort.
  3. Analyze and document
    1. Define the problem
    2. Determine why the problem happened.
    3. Determine a solution to prevent the problem from happening again.
  4. Post results to management board

Organizational Adhesive

  1. Review progress of active RCAs and results of completed RCAs during weekly team meetings.
  2. Use managers as both participants and assignment owners.
  3. Audit adherence to department standards and post results on team audit board.
  4. Use the management board to put placeholders for RCAs that will happen in the future.

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A monthly cadence works well for our environment. It is frequent enough to keep problem solving active, but not so frequent to disrupt operational activities. We have found that RCAs which require more than a month of work to resolve should be classified as a project so we can keep the monthly cadence of RCA events.

The best part is living with the results and preventing problems from repeating. So far, we’ve not had any of the problem repeat that we’ve solved for in a RCA. I guess that’s the whole point.

Onward and Upward!

Lean Visual Management Board – What I’ve learned so far

Last year we started using a visual management board to get a better understanding of the flow of work in our IT department. The board, now in version 2 and completely electronic, has become the staple of our weekly team leader meetings. With continued attention and more maturity in lean thinking, I expect to continue evolution of the board contents.  There is no destination; Journey we must.

Each week, we “walk the board” during the team leader meeting. The content of the board is the agenda of the meeting. As we “walk” we make updates, we discuss topics, and we review results. The board has posted metrics and results, upcoming production changes, a calendar of key events , training plans, action plans, and links to standard operating procedure documents. It’s like a big dashboard but yet different because we are actively working the flow of department in the department instead of just viewing it. The board provides a tool for enacting the countermeasures and actions necessary to bring visual management to life.

Here’s a rough layout of the board contents which now reside on our Intranet start page:


Here are a few of the things we’ve learned by working the board each week:

  • Making work visual allows others see how their inputs and outputs affect overall flow of work.
  • We can measure progress of continuous improvement efforts by seeing how they affect key metrics.
  • We have a consistent approach for root cause problem solving. Learn together. Win together.
  • The board promotes the development of leaders that follow the company’s philosophy for work.

The visual management board is a conversation starter. It’s a visual representation of work. It’s a mission enabler.

Onward and upward!