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Visual Management Board for Lean IT

A note from my Lean journey

A few years ago I was introduced to Lean concepts and principles at work. After several months of studying the topic I realized that many of my professional activities for both managing processes and people already mapped to some of the core components of Lean. That makes sense as many of the leading management philosophies and programs of our time share foundational elements.

One of the important principles of a Lean is visual management.  Visual controls are used to communicate information to people that indicate if the current condition of a system is acceptable. The Toyota Production System says to use visual controls so that no problems are hidden. It’s like the old phrase, “you can’t fix what you can’t see.”

On my personal Lean journey, my next task is to develop a Flow and Performance Board.  This will be a form of visual management that displays information to use at recurring team meetings. The contents on the board support the Lean principles of continuous flow and reducing waste. Effectively, the board becomes a visual control to see how flow of product is progressing for customer value-added activities and where waste exists in the system.

Flow and Performance for IT – My 1.0 version

I used the following guiding principles when designing the 1.0 version of a Flow and Performance Board for my IT shop:

  1. Show elements of product flow – At what stage work is in the system.
  2. Show key metrics – If possible show actual vs expected. The focus of the board, and Lean, is process flow and eliminating waste (as opposed to traditional boards that focus only on results).
  3. Show flow influencers – These are items that may influence the production system such as holidays and customer audits. The intent is to make the influencers visible ahead of time so it’s possible to manage through them instead of reacting to them.
  4. Show audit results – Part of the Lean journey is having leaders that inspect our work to see if we are following standard process. IT also has a rapidly growing set of requirements for compliance, which customers require, that fits in this space.

My 1.0 version of a board looks like this:

Since IT team members are geographically dispersed and most of our tools report data electronically then this will be an electronic board. Content will vary for different groups within IT. My first board is targeted towards and enterprise level view.

The board is intended to be referenced during recurring team meetings so that team members have a visual control as they inspect pieces of the product flow. As such, it should be easy to read and process information. The contents of the board must be current to be relevant. Ideally the board will updated dynamically to reduce the amount of non value-add work of administrative processes.

I anticipate I will wrestle with screen real-estate, content, and compactness with each future iteration.

Onward and Upward!

What’s your True North

Sometimes when I read books I realize the author’s point is a variation or derivative of another concept that I studied in the past. It’s doesn’t mean the two authors thoughts are necessarily linked in any-way. I just get the same basis from each of their thoughts as I consider application in my life.

Here’s an example:

In Start with Why Simon Sinek talks about the power of understanding ‘why’ we do something and its relationship to ‘how’ and ‘what’ we do. He argues successful companies are started with a ‘why’ by an individual or group. ‘Why’ is the driving idea for inspiration and innovation.  When companies lose sight of ‘why’ they are in business and solely focus on what they produce, the results are not as beneficial to employees and customers.

I linked Sinek’s idea to basing management decisions on a long-term philosophy, (even at the expense of short-term financial goals), from the book The Toyota Way by Dr. Jeffrey Liker. In the Lean Principles a True North is a vision of an ideal state. True North is a guide to help with long term thinking because it is based on ‘why’ more than ‘how’ and ‘what’.

Why?compass

A while back I considered the lean principle of basing management decisions on a long-term philosophy. I thought about why I chose a professional career in Information Technology. Why am I motivated by certain experiences at work and not others?

I documented my answer as a mission statement.

IT Mission – “We connect people through systems and solutions.”

It’s simple. My ‘why’ is more about people than machines. My ‘why’ is more about solving problems than working with technology.

What’s your True North?

 

Photo Credit: Verino77 via Flickr Creative Commons.

IT Manager Leader Standard Work

In 2015, I started on a lean production system journey. My aim is to improve my personal level of leadership by learning to focus on reducing waste activities and increasing customer value-add activities.  One concept in lean philosophy is leader standard work. It’s not easy to set a baseline for metrics and desirable activities without first having a play card for leaders to follow. Without a play card, the actions of a leader will be random and more subject to putting out the fires that pop-up each day.

 

I documented my first draft of leader standard work by first writing down all of the recurring activities that I already do. Then I examined each activity to see how they aligned to lean principles and noted what visual controls I have to measure and control each activity. If my activity didn’t align to a lean principle then I eliminated it.

 

Activity Lean Alignment/Leadership Influence Visual Controls
Daily
Review service metrics for open tickets Check SLA adherence/Conformance to schedule
Provide assistance with at-risk tickets.Stop and fix the problem, Standardized tasks
Open ticket report by age
Ticket system dashboard
Weekly
Change log review Make sure production changes are reviewed for communication, interdependencies, and quality testing.
Audits / Compliance
Change log database
Team Lead meeting Communicate company and team results.
Discuss escalations and commitments.
Develop countermeasures
Discuss performance and adherence to standard work (Gemba walk chosen project board in TFS)
Develop exceptional people and teams
Change log

Portfolio dashboard
Software development system board

1:1 meeting with direct reports Coaching (Advanced problem solving, Development)
Review standard work (weekly team standups, communication to stakeholders)
Ensure high productivity and engagementIdeas for improvement
Grow leaders who understand the work
Software development system board
Portfolio dashboard
Open Tickets
Gemba Walk – Go see for yourself Understand the work
Coach and connect
Demonstrate commitment to lean system
Software development system board
Monthly
Portfolio review Prioritize WIP and near-term backlog
Level out the workload
Create continuous process flow and bring problems to the surface
Portfolio dashboard
Status Report Leader check understanding of work
Review progress towards meeting goals (Actual vs Plan)
Develop countermeasures
Become a learning organization through reflection
Order source metrics
Financial metrics
Service level metrics
Portfolio dashboard
Capex/Billable Hours Financial account reclassification for capital work or billable  to customer Billable hours report
Steering Committee Regulate intake of new work (ROI, Current WIP, Capacity)
Make decisions by consensus
Group presentation and Discussion
Semi-Annual/Annual
Mid-year check-in/Annual review with direct reports Check progress toward meeting goals with each employee
Adjust goals if necessary
Career development discussion
Develop exceptional people and teams
Annual plan
Annuals goals
Annual Policy and Standard Work Review Review and update all policies and leader standard work documentation
Standardized tasks are the foundation for continuous improvement and employee empowerment
Policy documents

Leader standard work is a precursor to managing for continuous improvement and culture change. It is the basis for a job description. But it’s way better than that because it focuses on a systematic and repeatable approach to collaboration, employee development, problem solving, and understanding the business.

After creating the list I set my calendar with recurring entries corresponding to the tasks (for those I didn’t already have set). It’s a start and continuation of the lean journey.

Onward and upward!

 

Level the workload for development team leads

Incoming work.

If you work in IT you know that some days it feels like work requests appear from every direction possible and then some. The IT group is a service organization at its core and there is a strong drive to satisfy all customer requests in a timely manner.

For the development group within IT, incoming work results in new projects to create code, fix defects, or mitigate security vulnerabilities. It’s very easy to over allocate the development team leads because the natural tendency and customer desire is to solve all the requests quickly. Inevitably, unchecked incoming work will overburden a development team lead. That creates a large bottleneck in the flow of work and then the rate of production code pushes becomes erratic as the amount of work-in-progress increases!

Load level.8560840624_c67c5c1fef_z

Many modern workflow systems, including Lean, Six Sigma, and Theory of Constraints show the benefit of leveling the load within a production system. Effectively, the idea is to eliminate overburden on people and machines to make production more even and eliminate wastes. In my IT shop we have evolved to a regular prioritization meeting to review current projects in progress, prioritize work not started, and look at the allocation of team leads responsible for executing the work. The intent of the meeting is to level the load of current work that the team is processing.

But the team lead assignment review is a newer component of our process. We realized that even though we were meeting to assign priorities to projects that we had not considered the capacity of the team lead when assigning work. Initially, we looked at the capacity of the entire team and quickly overburdened our team leads. This clog of work stressed our team leads and disrupted the flow of work output for the team.

Now we look at our active work and continuously ask the question, “Have we over allocated our team lead in this area?” When the lead has capacity for new work then it’s pulled from the backlog of prioritized project requests.

This is a simplified look at a much larger concept, but an easy practical step to implement. Maybe it will spring an idea for you to use if you face the issue of over allocation.

Onward and Upward!

 

Long term thinking – right now

“If you don’t have a real stake in the new, then just surviving on the old – even if it is about efficiency – I don’t think is a long-term game.” – Satya Nadella

Is any business safe surviving on “the old”? Managing a product or service that is in decline requires skill. Companies that do it well can use the cash to fund investment in other areas and to support their long term vision. I’ve spent a large portion of my working life in the print industry with declining product sets. The business of print is, and has been, a good business to run. But all products run the full life-cycle. Continuing to focusing on getting more efficient at a specific product or service is like a race to zero when competition is factored in the equation. At some point the financial margins have been squeezed and re-squeezed to a point that it becomes difficult to sustain and support the business for future growth.

How is long term thinking connected to now?Vision

One of the principles of the Toyota Production System (TPS) is to base management decisions on a long term philosophy. That’s easy to agree with, but more difficult to focus on in a business environment that demands quarterly results to shareholders. I’ve had a hard time seeing this principle supported over the years. Just how do I connect long term thinking to the here-and-now?

Inspiration comes when you aren’t looking for it.

This week I had lunch with a few colleagues and the conversation drifted to automobiles. Everyone at the table had a story about a car that was impactful to their lives. Each of our stories shared a common theme; each of us placed the most value on the vehicle that was reliable, required the least maintenance, and lasted well beyond any loan payments. As I reflected on it later, I realized that no one spoke about add-on features, engine sizes, or even gas mileage. The most important thing was reliability, predictability, and service. These are all characteristics of transportation that transcend the offering of an individual vehicle.

So I asked myself, what are the characteristics of my business and workgroup that transcend an individual goal or project? What are those characteristics that define an ability to create new and adapt the old with the changing conditions of the business?

How can I think long term in the now?

Engage with people

Investing in people at work is a long term commitment for both the relationship and the value the employee brings to the organization. When I stress the importance of a weekly one-on-one meeting it is intended to coach, mature, and grow the individual in the values of the company. When I make an objective for employees to seek continuing education, it is an investment in the long term skills of the employee and their ability to contribute to the company in the future.

Stick with the plan

Make long term goals part of the annual goals and objectives process. Sometimes these goals are a continuation of key metrics for more efficient processing. Sometimes these goals are to expand into new markets, launch new products, or improve efficiencies. The point is to make sure the goals align with the long term vision of the organization. This links to my current day activities because the work that I’m doing to satisfy an individual goal should support the long term vision. The work is a building block in moving the organization toward a future goal.

Be persistent

Another principle of TPS is that the right process will produce the right results. I know personally, I don’t accomplish every goal and objective I set for myself or group. But if the goal is aligned to the long term vision, then it shouldn’t be abandoned. Long term thinking ‘in the now’ means I should stay persistent to win the day. I should work through setbacks by rethinking my approach.

Those are three characteristics for long term focus that I see in my day-to-day. How do you push long term thinking into your everyday routine?

Onward and upward!

Photo Credit: C.P. Storm