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Showing posts with label Lean. Show all posts
Showing posts with label Lean. Show all posts

Tuesday, October 22, 2013

Lean Service Design Slidedeck

At the ASQ 2013 Service Conference, this week, I had the honor of giving a sixty-minute presentation on Lean Service Design. All the participants of my presentation received a CD that contained my Lean Service Design Program. This is the slidedeck from the presentation.

I also introduced CAP-Do (More Info) to the audience. CAP-Do is a systematic way to address the problems (pain) or opportunities (gain) from the use of our products and services.

Purchase the Lean Service Design Program!

Or, purchase the 130 page PDF for download, Lean Service Design

Sunday, October 13, 2013

Kanban Thinking with Andrezak

@markusandrezak aka Markus Andrezak has been active in different contexts as Product and Development Manager for high traffic and high revenue web sites. During the last years his main focus has been transitions towards Lean and Kanban product management and development practices across his portfolio. With Arne Roock, he co-authored ‘Replenishment’, a free eBook on Kanban. His Blog: Portagile and Twitter: @markusandrezak. You can find more information at his company website: http://ueberproduct.de/en/.

Markus is one of thought leaders of the Kanban Movement and is  speaking at the upcoming Lean Kanban Central Europe Conference (It is in Hamburg, Germany, Nov 4-5, 2013) about Boundaries of Kanban – Disruptive Innovation.

A written excerpt  from our conversation was posted last week, Boundaries of Kanban in Sales and Marketing.

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Business901 iTunes Store.

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Lean Sales and Marketing: Learn about using CAP-Do

Monday, September 30, 2013

Lean Service Design Presentation at ASQ

I have the pleasure of participating in the conference and will be giving a sixty-minute presentation on Lean Service Design. My presentation will be building offering a unique perspective on applying Lean to the Service Design Field. All participants of my presentation will receive a CD that contains:

  • 130 Page PDF eBook
  • PDF & Excel work forms
  • Training Videos
  • Bonus eBooks and Audio Tracks

My discussion will begin with a discussion on Service Dominant Logic and go through the use of Stakeholder and Customer Journey Maps and Buyer Personas. We will use these 3 outlines to develop several service prototypes narrowing it done to a single choice. The Lean Process of moving from EDCA to PDCA to SDCA will be discussed in conjunction with the before mentioned processes. The last part of the hour I will introduce CAP-Do and the use (sorry for the pun) of User Personas and Scenarios creating a process that I call Persona Mapping.   

VSM4

This ASQ 2013 Service Conference provides how-to’s, step-by-step advice, and the latest in service delivery methods and networking opportunities. Speakers will engage you on topics to help organizations improve customer service, reduce costs, and build both customer loyalty and satisfaction. Join us in Las Vegas for two days of networking and discovery.

ASQ

22nd Annual Service Quality Conference
October 7–8, 2013 • Las Vegas, NV
THEME: Seizing the Competitive Advantage with Service Quality

REGISTER: Program details are now listed on the site. To or get more information, visit asq.org/sqd or call 800-248-1946. If you are from outside of the United States of Canada, please call +1-414-272-8575.

Wednesday, September 25, 2013

Lean Service Design Program

Lean Service Design changes the way you think about business. No longer can companies focus their efforts on process improvements. Instead, they must engage the customer in use of their product/service rather than analyzing tasks for improvement. We no longer build and hope that there is a demand. We must create demand through the services that we offer and Lean Service Design is the enabler of this process. It changes our mindset of thinking about design at the end of the supply chain to make it look good and add a few appealing features. Instead, it moves design and the user themselves to co-create or co-produce the desired experience to the beginning of the supply chain.

LSD Bonus w buttonThe umbrella of Lean offers Service Design a method of entry into a well-established market. Lean has been very successful in Services and Design through traditional practices. However, we must move away from these traditions and institute a wider scope of Design to Services. This download contains a 130-page PDF book, workbook with forms, PDFs and training videos.

Table of Contents

  • Chapter 1 – Lean (SDCA)
  • Chapter 2 – Service (PDCA)
  • Chapter 3 – Design (EDCA)
  • Chapter 4 – Trilogy

In addition, for a limited time, I have included 2 popular eBooks from the Marketing with Lean Series:

  1. Lean Engagement Team (More Info): The ability to share and create knowledge with your customer is the strongest marketing tool possible.
  2. CAP-Do (More Info): What makes CAP-Do so attractive is that it assumes we do not have the answers. It allows us to create a systematic way to address the problems (pain) or opportunities (gain) from the use of our products and services.

But wait, you can get a CD with this same content free if you attend my presentation at the 22nd Annual Service Quality Conference, October 7–8, 2013 in Las Vegas, NV. The theme of the conference is 
Seizing the Competitive Advantage with Service Quality. REGISTER: Program details are now listed on the site. To or get more information, visit asq.org/sqd or call 800-248-1946. If you are from outside of the United States of Canada, please call +1-414-272-8575. Look forward seeing you in Las Vegas! Or, purchase the Lean Service Design Program!

Purchase the 130 page PDF for download, Lean Service Design  at a special price for the next 4 four days.

Friday, September 20, 2013

Do Personas, Stakeholder, Journey Maps work?

Successful companies are now viewing their marketing as a method for getting the message in from the marketplace versus pounding the message out. It is this inbound marketing stuff we have been talking about the last few years. The new methodologies of User Experience, Service Design, Design Thinking and the Lean StartupTM are all about using this found wisdom and all expound to be “Customer Centric” and concentrate on the “Customer Experience”. It is that Outside – In thinking.

The three tools that have become prevalent are Customer Personas, Customer Stakeholder and Customer Journey Maps. They are tools that we use to understand and improve the Customer Experience. There is seldom a workshop that does not utilize these three tools, and they have been widely adopted in the community. I use them myself and find them quite fun to talk about and to do.

I wonder after a workshop, how many participants actually go back to their organizations and create personas, stakeholder and journey Maps. I am familiar with a few that have, especially the customer personas. However, if you are like most, you go back to your everyday job and work. It was an exercise and only an exercise. If you do make the attempt, you do it in an isolated group with participants that already have a decent idea on what is needed. There is little disruptive change that occurs. We may bring a few “outsiders” in, but those people seldom understand the bigger picture of the organization (said in jest).

The truth is if you try to use these tools you find them cumbersome. There is not the external knowledge of the customer present, and so assumptions are made. If sales is included, they seldom are, the salespeople are disengaged and looking at their smartphones and stepping out to make urgent calls. The innovative organization would like to have both salespeople and customers included but without mastery of the tools find it difficult.

Lately, I have been challenging organizations to turn back and think internally. Think inside-out versus outside-in. At the end of a workshop or webinar, I no longer ask participants to take this knowledge back and design customer facing services or involve sales and marketing. I ask them to do it for their vendors. I ask them to take one of their own particular services or outsourced products that they use internally and create Customer Personas, Customer Stakeholder and Customer Journey Maps. I encourage the Lean Champion to head the project if and only if he can stop it from making it the typical Lean or Six Sigma Project. We are empathizing with the users and discovering how decisions are made within our own company. Our goal is one of discovery and definition. Seek to understand not fix.

We first need to address the users of the service/product and create the Customer Persona Map. Then view the stakeholders and who is influenced by the use of this product and who influences them. Mapping the Customer journey in our organization can also be enlightening. If you want to have a little fun, have your supplier create his own three maps and see how they compare. Now, bring who you would designate as your outbound map makers and show them the results. How valid will one be with your customer? Would it be worth your time? Or, would yours look like the one created by your supplier?

Sunday, September 1, 2013

Cap-Do Audio Excerpt of Book

When we use our typical sales and marketing approach, we form an idea of the way things should be, forming maps or journeys that we want our customer to adhere to. As they get further along, we have so much invested that our manipulations get stronger. When they push back, we push back. When we apply what Stephen Covey said, “Seek first to understand,” we only do that for qualification purposes. Successful companies are destined to create the future of the outcomes with their customers. It is not incremental change or problem solving. It is not a prediction, it is what we think will happen.

We can only bring this about through challenging ourselves to first let go of our pre-determined thoughts and build structures based on possible scenarios. It requires experimentation, prototyping and the practice of learning by doing. This is not an easy process and one that requires a well structure outline. CAP-Do offers such an outline and will create a process of understanding and collaboration to help determine the future with our customers. In the Check and Act Stages leads to discovery of what we must attempt, experiment within the Plan and Do stages.

Enjoy the brief introduction of the book

 
 

Download Podcast: Click and choose options: Download this episode

or go to the Business901 iTunes Store.

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CAP-Do is included in the Marketing with Lean Book Series at no additional cost.

Friday, August 2, 2013

A Story of Sustaining Lean

Robert B. Camp holds a bachelor of science degree in engineering from the United States Military Academy, West Point, New York, and a master of business administration from Franklin Pierce University, Rindge, New Hampshire. Robert spent almost 20 years of his career working for Mobil and Lockheed Martin. Throughout his career, he has performed roles that have drawn heavily on his increasing body of Lean knowledge and experience. He is a board member of the Association for Manufacturing Excellence and the author of Go and See: A Journey about Getting to Lean, and most recently Sustainable Lean: The Story of a Cultural Transformation.

In the podcast, Robert discusses a particular area that I thought brought out a very clear message. When you are talking culture and transformation, you cannot hire someone else to come in and do your work. An excerpt from the podcast:

Robert Camp: The problem is, they're unsustainable, unless, leadership with the organization agrees that they're going to change. I make a point of referencing that in my book, early in the book, the protagonist, Jim, who is a plant manager is talking to a consultant that he's heard at a gathering, and he approaches him afterwards. Jim approaches the consultant afterwards and says: "I hired these external consultants to come in and we did great. They did better than they even promised me they would do. Then, I was pressured by corporate to cut off the contract, and in the two years since, things seemed to have drifted back to where they had been". Frank, the external consultant, says to him: "What you did wrong was you entrusted the transformation to somebody else. Unless, you are willing to lead it, it's not going to be sustainable". I think, therein lies half of the answer that A is got to be led by the leaders of the organization. The second piece to that is by leading they literally get out front which means they need to understand Lean as well as anybody else and they actually have to drive the transformation. They can't hire somebody to come in and do that for them.

Download Podcast: Click and choose options: Download this episode

or go to the Business901 iTunes Store.

Mobile Version

Android APP

Wednesday, June 26, 2013

Disrupter or Savior for the Lean Enterprise

I see statements from the Lean StartupTM folks that The Lean Startup is changing everything. I think that is rather silly because it is not The Lean Startup that is causing the change. The Lean Startup is just adapting to the way the world is changing.

Lean works well for groups that do not rely on an external environment to function, ones that can be self-reflective and internally focused on improvement. However, that business model is getting smaller and smaller. The rapid expansion of knowledge is decreasing the advantages of past proprietary offerings in product/service and in operations. What is left is a complex web of internal and external activities that I use Service Dominant Logic to describe.

If we have learned anything from The Lean Startup, it should be Steve Blank’s mantra of “Get out of the Building” has surpassed the outdated Voice of Customer Model. The instrument of Gemba Walks should no longer be only thought of as an internal practice on the shop floor, rather an external practice at the customer point of use of your product/service offering, not at the point of transaction. Customers are now being redefined as users. It is in this concept that we must build our structure around, reaching out past the user to find new synergies, new connections at the fringes which will result in new ways to create value.

Hoshin Kanri is the traditional Lean practice for building strategy and vision. It is a Lean Leadership tool for communication. What fails process is the faulty assumption that we can still rely on data gathering and Voice of Customer techniques. It is not the concept of Voice of Customer rather the tools we use to gather this information. Surveys and Focus Groups need to be replaced with senior leadership actively participating with client-facing techniques that resemble a good old-fashioned discussion. Discussions of this sort lead to discovery. Ask any Lean Startup that has tried a Problem Interview or a Solution Interview. For a description of a Lean Startup interview process, I recommend Ash Maurya’s book, Running Lean

Lean needs to adapt its thinking and seek new ways to engage the users in their learning cycles. The methods of SDCA-PDCA-EDCA are well suited for this new environment. The practice of Hoshin Kanri lends itself for adaption of this new thinking throughout the organization. However, it will take a change in thinking of many established Lean Enterprises and Organizations if Lean is to continue to flourish.

Other process methodologies of the 90s are floundering; Lean is flourishing because it has been the most adaptable. It has spread to many disciplines through an internal focus on improvement. However, it may be ripe for disruption as the external forces of the marketplace take hold. Will the Lean Startup be an instrument of disruption or a savior for its Lean counterpart?

P.S. This blog post is an extension of my recent posts, Is Lean Playing to Win? Part 1 of 2 and Is Lean Playing to Win? Part 2 of 2. The posts are my reactions to this LinkedIn thread, What do we have to do to have Lean survive a leadership change?,

Friday, June 21, 2013

The Budget is truly the fuel for Growth

If you are not a financial type person – I encourage you to seek not only professional advice but to become a numbers person. CEO, Founders or anyone in charge of growth needs to understand the numbers. If you presently are not part of the leadership team, and want to be at that table, learn your numbers. Feel comfortable with talking the language of business, money.

Having a strong foundation is the key to growth. Many companies move prematurely to a growth strategy. They look at growth at the savior to their financial woes. They will disguise cash-flow problems by growth. This, often time, is hidden by increased inventories that are rapidly obsoleting as you grow. The day of recognition will come when growth stops or slows down. If you have closed down a division or a company, you understand how much your inventory is worth. My rule thumb has always been; if there is dust on it, don’t count it.

Starbucks plans their growth in a unique way. When they open stores, they expect to take 25% of their business away from the adjacent store. This way they create cash flow and that famous line of people waiting to get a Starbucks. They were not developing new customers. They take existing customers and influence others with them. Think about Apple, did they take a certain portion of iPod users away with the iPhone, the same attributes were repeated with the iPad. All products contained an overlap of features and benefits making it a smooth transition between products for Apple, the customer and developer.

This type of growth can be viewed as a progression between the iPod and the development of an eco-system to support it. The next improvement was the iPhone followed by the less than spectacular iTouch, followed by the iPad. All of them were not exactly out-of-the box thinking. Rather, a continuous improvement effort (PDCA) that improved the entire Apple eco-system. They developed the products/services from the core. Apple, Starbucks and many other franchises are developed that way. It is one of the most inexpensive ways to fund growth.

Companies with good ROIC (Return on Investment Capital) typically develop products with high ROIC. It is imperative that you are making money with what you have before moving forward. We are always looking for the silver bullet in the next product, next market, but there is a high cost associated with taking market share away - others are firmly entrenched. How many times do you look at your existing product and think that another market can use it. It makes sense for them. What we forget is that the market is already being served by someone else and more than likely as you move away from your core your product or market, it is not as disruptive as you may think.

When you view most budgets they are almost always cost-related with little identification for resources that clearly set aside for growth. How do companies stop being innovative? Why do companies stop growing? Many simply stop planning and budgeting for it. The budget is truly the fuel for growth and innovation.

Tuesday, June 11, 2013

Lean 3P Design: More Humanistic by Going Back to Nature

In the Lean Design we use a process that is called Lean 3P. One of the most contentious part of 3P is this idea of looking to nature, to try to find solutions to the problems you're trying to solve. We begin by looking at all the value‑adding steps. Then for each of those value‑adding steps, we try to get the group to look at seven different alternatives that can be created to create that process step. They come from nature. This tends to be a very interesting part of the event, where a lot of people really love it. Other people really hate it.

Allan Colletta in a Business901 Podcast said about this process:

This part of the process attempts to expand the thinking beyond the common approaches we use within the industry. So, at a very minimum, I always say, "It's a great icebreaker to get the whole group just working well together and to get everything a little bit out of the box."

At its best, we've seen some really great examples, where this out of the box thinking from nature has pointed us in some alternative directions that we never would have considered otherwise. That's really the goal and that whole process doesn't take more than a couple of hours, normally.

From there, you go into taking those seven natural alternatives and you bring it into the realm of sort of industry‑proven approaches. So if you were rolling something along the thing, what mechanisms do we have for rolling things? Well, you could have a laboratory table. There are all kinds of ways from industry that people have used to do these different things.

You got all these different alternatives. Then once you get seven alternatives for every one of the process steps, then we start narrowing it down. And you're narrowing those down to three viable alternatives that you could actually do. While this is going on, you've got your teams that are pursuing these, investing, and trying to understand how viable these options are. So a lot of research being done, a lot of learning taking place. As you go through it, you converge on three that are very practical and your divide your group up into, typically three groups, and they go off and they build. They're actually, physically, trying to build the prototypes of whatever it is that they've been assigned.

At first, I felt this process of looking to nature was silly. It took some real effort to try it. However, I have found it  to be very eye-opening and challenging. Going back to nature, going back to the source makes it more humanistic, maybe.

Lean 3P Design: Podcast and Transcriptions

Tuesday, June 4, 2013

Are you looking at growth strategies from a customer’s viewpoint?

We find our greatest growth opportunities on the edges of the use of our product/services. We must make a concentrated effort to identify and participate in relevant knowledge flows on the edge (EDCA). In the book The Power of Pull: How Small Moves, Smartly Made, Can Set Big Things in Motion, the authors discuss the relationship between the core and the edge. In the excerpt below, think about the core being the standard work (SDCA) of your growth strategy. PDCA provides the bridge between the core (SDCA) and the edge (EDCA).

Knowledge flows naturally flourishes on the edge. Why? Because by definition, participants on these edges are wrestling with how to match unmet needs with unexploited capabilities and all the uncertainty that implies. Edge participants therefore focus on ways to innovate and create value by connecting unmet needs with unexploited capabilities and then scaling these opportunities as rapidly as possible. In the process, they create significant new knowledge.

Since much of the most relevant knowledge on the edge is tacit knowledge, edge participants naturally place a heavy emphasis on building diverse networks of relationships that will help them to collaborate more effectively with others in the creation of new knowledge. For this reason, gatherings where participants can share stories and experiences, learn from each other, and identify potential collaborators become particularly prominent on the edges.

Edge participants often reach out to participants in the core in an effort to build relationships and enhance knowledge flows. But those efforts are often frustrated or at best to marginalize because where participants are too busy concentrating on defensive strategies within the core, trying to protect their profits and position, to understand the true growth opportunities represented by relevant edges. Or participants tend to focus on transactions rather than investing in a long-term effort to build sustainable, trust-based relationships on the edge.

When we envision tomorrow’s best product or service being used in our customer’s future it creates far-reaching possibilities. Our most successful sales people are already thinking in these terms. Recently, I wrote a blog post, Lean Salespeople are Challengers, not Problem Solvers, about how The Challenger type salespeople are willing to challenge a customer’s thinking to create new opportunities through more effectiveness or innovative ways. It is this type of thinking of your customer’s business, the edges of their business that we must strive to achieve through the methods of SDCA, PDCA and EDCA.

Sunday, June 2, 2013

Growth is about People, not Process or Product

If you can build a culture of PDCA, a culture of learning, growth becomes part of everyone’s job. It is this aspect I believe that separates good companies from great companies.

There is not an internal factor that will be more limiting or more expansive than the people within the organization. Building a learning culture with a properly formed structure is the single most important role that leadership has but often the most difficult. In mature companies, you will hear about transforming to a Lean Culture and the difficulty of change. In startups, we discuss the transitional process that the founder must go through as the company matures. Both areas are significantly different, but the three components are relatively the same; Structure, Culture and Learning.

I was president of a company that tripled personnel one year from twelve to thirty-six people. All things went pretty well. The core group of twelve was an amazing group and several of them adapted to leadership roles well, we prospered. The next jump from thirty-six to sixty people did not quite go as well. Our organization structure contained to many generalist and we required a few specialist to be hired that just by the nature of the new structure were competing for authority with the generalist. Several of the generalist were no longer in the same positions of authority and, as a result, struggled with their new positions. We also experienced a few more personnel issues as a result of people not being trained and ready for leadership. It was a time that I developed a new sense of respect for line managers. I found out that the company strength and potential for future growth was limited to that last line of management.

What happens in mature companies is that they have an existing structure and frequently do an excellent job of developing people for leadership. Growth often times takes on a different form in this arena; it is a form of specialization within silos. Growth occurs because of this uniqueness and offering. However, the more specialized a silo is the more independent it becomes. This often does not fit with the existing culture and structure.

Structure is often considered a easy process of drawing an organizational chart and fitting existing people into those roles. We hire to fill the gaps or ask people to wear two hats. After all, we are all flexible. This may work on paper, but in reality it fails miserably. In Lean circles, you will hear Culture blamed for just about every Lean failure. You also hear the quote “Culture eats Strategy for Lunch”. I would like to add my own, “Structure eats Culture for Breakfast”.

Our processes are built as a result of the internal structures of our organization. It is how we get things done. If we do not change the structure, (Review: A New Approach to Lean – Robert Fritz) we will not be able to meet the demands our customers require. The proper structure is a combination of the typical organizational chart and a Venn diagram. The best model that I have found to do this is the Lean model of Leader Standard Work explained in David Mann’s book,  Creating a Lean Culture: Tools to Sustain Lean Conversions, Second Edition, Second Edition. For more information on Lean Standard Work review the Learning Lean Training Module on LSW.

The Lean practice of Hoshin Kanri allows us to consider what types of structural changes we need to make. This process not only allows for change, it actively seeks it. Change and restructuring become naturally motivated. As we progress, the organization becomes clear about the vision we share and joins together in making change work. For more information on Hoshin Kanri review the Learning Lean Training Module on Hoshin Kanri.

Another important aspect of growth is learning. I am not referring to additional schooling or conferences. My reference is learning from within and outside the organization. However, if you do not build an internal learning structure what you learn from vendors, customers and markets will go for nil.

What people forget about Lean is that it is the change agent for an organization. In its simplest form, you first go and see the current state. Second, you visualize your process. You make your process steps visible. You visualize things in a way that reveals your problems, not in a way to hide problems. If you understand what standards are how the process should work because it’s very clear, then whenever we see a variation from the process we react immediately. This allows you to choose one problem from the other and just solves them one by one. This is incredibly powerful, this vision we have with Lean systems of increasing our competency, increasing our training without having to take people off line, without having to get to classrooms, but by building it into the way we work. It is this empowering aspect that is not easy. However, it may be the only way an organization can master Lean.

If you can build a culture of PDCA, a culture of learning, growth becomes part of everyone’s job. It is this aspect I believe that separates good companies from great companies. For more information on PDCA review the Learning Lean Training Module on PDCA.

Friday, May 24, 2013

Lean Sales Methods Webinar

During the week of June 3rd, the Business901 blog and Podcast will be dedicated to the latest thoughts on utilizing Lean Sales Methods in organizations. At the end of the week, Friday June 7th, I will host a webinar on Lean Sales Methods followed by an interactive session and a Q and A. Only registered participants will be invited to webinar and Q & A.

Lean Sales Methods allows us to start thinking about adaption and understanding that occur during learning cycles. We no longer can think about control and manipulation that occurs in the traditional sales funnel.  The problem is that sales forces have been forced to create their own hybrid way to accomplish their goals, SALES. As a result, most organization have left the sales people fend for themselves as long as they met their numbers.  We accepted a variety of methods from relationship to problem solving selling deeming that every salesperson has their own style. Though this is true, it often results in misinformation and downstream problems after the job has been sold.

LeanSalesMethods

Lean Sales Methods do not organize and streamline the process for a cookie cutter approach. Instead it emphasizes an action framework that allows sales people and teams to evaluate a range of options around pre-constructed scenarios. In simpler terms, we practice the possible outcomes and determine strength based approaches to them. A general outline of the week long activities:

  1. Gemba Walks
  2. Why every sales call should be constructed around CAP-Do
  3. What Metrics should be reported
  4. How to improve Sales Dialogue
  5. Teaming in the Sales Arena
  6. Why Problem Solving is out and Challenging is in.
  7. What is in it for the Sales Managers

The webinar will be approximately 15 minutes long. Afterwards, there will be an interactive session on Story Dialoguing your Sales Pitch followed by a Q and A session.

Join us and register for this event. The material will be distributed, through a variety of media, to include Business901 blog, podcast, YouTube channels, Slideshare and the newsletter. At a later day, it will be accumulated and posted to the Training content on the Business901 website. By registering, you will receive this material as it is distributed. We will also furnish updates and lessons learned to the registered participants. Only registered participants will be invited to webinar and Q & A.

About: Joe Dager is president of Business901, a firm specializing in bringing the continuous improvement process to the sales and marketing arena. He has taken his process thinking of over thirty years in small business within a wide variety of industries and applied it through Lean Marketing Concepts. Joe put himself through college utilizing the GI Bill, the result of being a member of the 82nd Airborne Division, and as a welder at Asphalt Drum Mixers. This hands-on approach and an education in both in Electrical and Mechanical Engineering have served him well becoming president of that company and later leaving to own several other companies. Joe has participated in company revitalization efforts, start-ups, and turnarounds, in a variety of industries, to include professional services, retail, and manufacturing.

Thursday, May 9, 2013

Should your Processes be cast in Stone

Beyond Agile: Tales of Continuous Improvement is the latest publication of Modus Cooperandi. Co-author Maritza van den Heuvel is my guest on the podcast. Beyond Agile examines 10 companies, mostly in the tech world, but also in innovative automotive and business consulting, that have actively evolved their processes. Using tools from Lean, Agile and other schools of management thought, these companies have actively engaged in continuous improvement. Beyond Agile other authors are Jim Benson and Joanne Ho.

Maritza is also the author of the Becoming an Agile Family blog where she writes about the ways her family uses Personal Kanban to navigate work and life. You can also find Maritza on Twitter (@maritzavdh). Maritiza also appeared in another Business901 Podcast,  Becoming an Agile Family thru Kanban. A written excerpt of the blog appeared last week, Life does not stand still Work does not stand still.

 

Download Podcast: Click and choose options: Download this episode (right click and save)

or go to the Business901 iTunes Store.

Mobile Version

About Maritza van den Heuvel: Maritza spent six years doing research in computational linguistics after completing a Postgraduate degree in Linguistics. She eventually left academia for the software industry where she cut her teeth on Agile and Scrum as a Scrum Master and Product Owner, helping teams to evolve from waterfall to Scrum. Along the way, her unquenchable thirst for knowledge led her to Kanban and Lean systems thinking. Since then, she has become a passionate proponent of the power of constraints and visual controls to transform the world of work in the 21st century. She is currently with Pearson Southern Africa, where she’s applying her background to leading innovation in technology-enabled education.

Tuesday, May 7, 2013

The Dead Language of Systems Thinking

This year as a result of Dr. Deming, I had decided to dig into Systems Thinking more. I re-read The Fifth Discipline, which had been my introduction into Lean and Six Sigma.   Being a business owner, I did not have a problem looking at the whole or as it later became known as viewing the entire value stream. However, Systems Thinking through its theory is quite useful, in practically it served little purpose. I gravitated towards Lean and Theory of Constraints.

After starting this year with renewed energy for System Thinking, re-reading many old books and even dusting off some casual loop material, I started reaching out for the latest and greatest. My initial path took me through Theory U: Leading from the Future as It Emerges by Otto Scharmer and Presence: An Exploration of Profound Change in People, Organizations, and Society by Peter Senge, amazingly similar to CAP Do as explained by Joiner and Akao. This thought is being captured  in what I call the Lean Marketing  Conversation. Still working on that, as it coincides with the principles of Service Dominant Logic and the way I believe how value is created. Or I might say, co-created.

The next step of my journey took me towards some mapping where it can be done in clusters and around conversations. Which again solidifies the idea of the sales and marketing conversation and how it is dispersed between organizations. I am just about as excited as you can be, about research, and ready to take the deeper dive into Systems Thinking. What I need is human interaction to solidify my theory and see how practitioners are using this material.

I  link up with a few System Thinkers on LinkedIn and join several Systems Thinking Groups on LinkedIn and started monitoring a few of the conversations.  Each conversation on LinkedIn though is relatively uninspiring. Systems Thinkers seem more worried about solving  world hunger and telling everyone how it should be done from the 20K level. It was practically all theory. Finally, a question was asked how Systems Thinking and Lean are related. I wait for a few answers and chimed in when someone says Lean is just a set of tools. I say that is not so true even though Lean has a great toolbox, it is a little more than that.

I am taken to the cleaners and explained by more than one that Lean is a set of tools. I ask for a little evidence, and I am referred to 1986 Womack and Jones. I corrected someone on the origin of the Lean name and a few other minor points. I mention that, yes it favored the tools in 90s, but that was the age of process methodologies. I was asked for more evidence, and I mention that if you look at how Lean has matured through the years, or better yet observing just the progression from the original Toyota Way book (basically a tool book) to the Toyota Way material of today, you can see the progression of Lean. I also ask how Systems Thinking has progressed and could someone name an organization that would call themselves a Systems Thinking Company. The reply was that everything was a system and that they deal in the social...blah blah world. I am given a link to a page to explain everything. The central theme of the page to include an outline was a value map, a tool. I asked why a tool was chosen to explain Systems Thinking.

The funny part was the moderator commented on how myopic this conversation was etc. I apologized and just said that I had come to learn about Systems Thinking and hoped I could still do so. After the moderator participates in the thread, there was a flood of others that joined in and the conversation was civil for a while till the original Lean bashing returned. I even read that Dr. Deming held an isolated view of Systems Thinking.

I finally left the group and un-Linked a few contacts from my profile. The group seems highly knowledgeable, but they came across to me as an elitist group protecting their elitism. I bash Lean for being to supply-side orientated all the time. I bash Lean for being tool-happy. I can understand others for doing it and thinking that way. What I could not accept in the conversation was the elitism that occurred and the failure to be willing to discuss the original question, the similarities. Instead, it continued as another onslaught of what I would call Lean bashing. I left the conversation and the group as I really did not see what I could contribute.

In summary, I believe that all systems are very similar. The difference from DMAIC to PDCA to Casual Loops are not all that different. The difference is the path we take to get there and the people we align ourselves with to accomplish it. It is a shame we spend so much time bashing the other methods. Lean happens to be a popular business model at this time. For Systems Thinkers to say that it is a tool box, it appears to me that they are internalized in their own thinking. They even cited ASQ as adding Systems Thinking to the Lean body of knowledge. What they failed to realize, it was being added to the Lean body of knowledge, not the other way around.

I left thinking that Systems Thinking may be a dead language. It is seldom spoken in business and only a few study it.  It may be the basis and important part of how we must view things, but it has been swallowed up in the dialect of other methodologies. It reminds of the Latin language. Latin is an important part of most Mediterranean languages, but it is not spoken. Its usefulness has passed.

Friday, April 19, 2013

The Wisdom of Brian Joiner

In retrospect, I cannot honestly say why I ended up following Dr. Deming more so than Dr. Juran, or Philip Crosby, who I consider the other giants of the quality movement. I am not even sure in my first several readings of Dr, Deming that I even understood how it applied to me other than fix the process don’t blame the people. The work of Brian Joiner and Peter Scholtes along with Eliyahu Goldratt influenced me the most at the time. I give them the majority of the credit for my process knowledge.

I was a manufacturer and had learned the trade from the ground up. I did not use these words at the time, but I had learned by doing. I found Lean to be fundamentally the same as what I had learned in The Team Handbook and The Leader’s Handbook along with a variety of Theory of Constraint books. Later, I read Brain Joiner’s Fourth Generation Management and the Plain and Simple Series Books. These were books that a simple practitioner could use, follow, implement and train. Brian Joiner and Peter Scholtes body of work though at times gathered dust on my bookshelf, their work over the years have contributed the basis of what I now call Lean Marketing or Lean Service Design.

It is quite an honor for me to be able to introduce and have this conversation with Brian Joiner. We did discuss the quality side and Dr. Deming but that was not my intent of the podcast. Instead, we centered on his passion for the environment and sustainability along with his latest interest in health systems. Brian has touched my career, and I am sure many others. There is much wisdom in what he says, and I hope you enjoy the podcast as much as I did the interview.       

Download Podcast: Click and choose options: Download this episode (right click and save)

or go to the Business901 iTunes Store.

Mobile Version

Brian was a protege of W. Edwards Deming and has received the Deming Medal, the Shewhart Medal, the Hunter Award, the Ott Award, and the Wilcoxon Prize. In addition, he was one of the original nine judges of the Malcolm Baldrige National Quality Award and one of the originators of the Minitab statistical software system. Since 1997, Brian has contributed much of his time to the environment and sustainability working primarily through the Sustain Dane community. Brian is at this time is contributing to greater health care solutions through his work at Joiner Associates LLC.

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Thursday, April 18, 2013

What would Dr. Deming think of the new Lean Math?

When was the last time you had a discussion about designs with more than one blocking variable, such as a Latin Square Design? Or maybe, a midnight discussion on empirical modeling or factorial designs at two levels? Those were the days.

Recent publications, spurred by Eric Ries’s The Lean Startup, are Lean UX: Applying Lean Principles to Improve User Experience and Lean Analytics: Use Data to Build a Better Startup Faster. They dive into the world of Lean Metrics or so they say. In all fairness, they do an excellent job presenting basic measurements that can be utilized by the modern day entrepreneur. I recommend both books and think they add good insight for the targeted audience.

Recently on the Business901 Podcast, The Wisdom of Brian Joiner, I had the please of interviewing Brian Joiner, a Dr. Deming protégé and a disciple of George Box. George Edward Pelham Box FRS is a statistician, who has worked in the areas of quality control, time-series analysis, design of experiments, and Bayesian inference.  His name is associated with results in statistics such as Box–Jenkins models, Box–Cox transformations, Box–Behnken designs, and others. Box wrote "essentially, all models are wrong, but some are useful" in his book on response surface methodology with Norman R. Draper. George also schooled Bill Hunter another fabled statistician and father of John Hunter, a recent podcast guest and writer of the Deming Blog. These people understood metrics.

There seems to be a distance between what many of us may consider Lean Metrics and Lean Startup Metrics. They both have their place, and it does just depend on what you need at the moment. Neither can replace the other. However, a new blog, Lean Math has come to my attention that may provide the bridge between these two areas. The blog is authored by a group of Lean Practitioners to include another former podcast guest, Mark R. Hamel. Mark is a lean implementation consultant, Shingo Award-winning author Kaizen Event Fieldbook, and founder of the Gemba Tales blog.

An introductory video from Lean Math Blog co-founder Mark R. Hamel. The video briefly discusses the launch of LeanMath.com, the co-founders, forthcoming book to be published by the Society of Manufacturing Engineers, site topics, and related social media.stages. Even though Dr. Deming preferred, you do not have to be a statistician to utilize Lean Metrics. However, you made need to learn a little Lean Math along the way.

Transcription of Mark’s podcast: Sustaining your Kaizen Event Ebook

Podcast: How to Implement your Kaizen Event Successfully

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Purchase the Marketing with Lean Book Series and receiving access to the online Lean Sales and Marketing Training at no additional charge.

Standard Work in Lean Marketing

Leader standard work is a concept in Lean Management, popularized by David Mann in his book “Creating a Lean Culture: Tools to Sustain Lean Conversions, Second Edition”, that creates standard work for managers. For many in the Agile community, the notion of “standard work” brings a repellent idea of standardization and work standards, and the oppressive boot-jack command culture that comes with that. And yet, the way that Toyota implements standard work, it is much more akin to coding standards or working agreements, where you record the current best agreed upon way of the workers in the system for doing something, than an oppressive regime of Quality Checks.

David describes the principle nicely in his presentation on Creating a Lean Culture Process Focus and Leader Standard Work. The purpose of Leader Standard Work is to create behavioral change that drives Lean Leaders to visit the place where work is being done. This, along with Visual Management and a Daily Accountability process helps ensure the technical improvements in the Lean Transformation aren’t lost to the culture of firefighting and backsliding into what he calls the “pit of instability and despair” or what I like to call, “business as usual.” So, there are many organizational benefits to Leader Standard Work. And the good news is, it’s also a great way to drive some sanity into your day as a manager.

Since Lean is so intrinsically tied to standard work, many believe Lean cannot apply to their “Knowledge Based” occupation. In fact, it is often resisted in these circles. When met with resistance, I have found that typically there is a good reason why. As I review most Leader Standard Work for knowledge workers, I still find them heavily laden with specific instructions and very results based focus. In Sales and Marketing (I am considering Sales and Marketing to be knowledge work) , you will see instructions such as make 25 calls, send out 15 e-mails, 3 blog posts a week, etc. On the other hand, I do see slack time allowed under the disguise of daily or weekly Kaizen. So Leader Standard Work can apply to Sales and Marketing 9Knowledge Workers), or can it?

Leader Standard Work will fizzle out quickly if you simply try to practice Leader Standard Work through Lean Training, coupled with your experience and try to become more proficient through iteration after iteration. It doesn’t work that way. In fact, it may take years, certainly months, to acquire the skills needed. What stops you is that you not only have to learn new skills but these skills and learning are not stagnant. They are in constant turmoil; developing, adapting and evolving while obsoleting the existing structure.

Many companies may fall short as a result of not creating the internal collaboration structure needed for learning. The organization must develop as a whole and this can only be accomplished by developing their personnel by providing the necessary resources and opportunities. We also need to promote individual differences. Instead of teaching the way to do some things, we may need to step back and determine the key points that are required, as Simon Sinek says the “Why” while leaving the how alone (Start with Why: How Great Leaders Inspire Everyone to Take Action).

When developing your Leader Standard address these three items;

  1. Clarification – Minimum standard is explicit
  2. Commitment – Level of commitment is expected from the individual
  3. Connection – A path for support through conversation is provided.

Can your Leader Standard Work pass the 3 C Test?

 

Grow your Small Business with Lean

Monday, April 1, 2013

Grow your Small Business with Lean

Lean Scale Up

I am going to devote the week of April 22nd on how to grow, or scale-up your small business. I will be scaling-up the entire week culminating in a webinar, The Lean Scale Up which will be followed by a period of Q & A on the afternoon of April 26th. Only registered participants will be invited to webinar and Q & A.

Lean Scale up webLean StartupTM companies are welcomed, but this is not about finding product market fit or minimum viable product (MVP). It is not about starting a business. If you are looking for rapid growth with the purpose of being acquired, this may not be the fast-track investor-rich style of growth that may be needed. The organizations that will benefit most are small companies that want to establish a method for achieving and sustaining organic growth. To benefit the most, your organization should have a commercially viable product or service (CVP/CVS).

This will follow Lean practices and principles. The two pillars of Lean, respect for people and continuous improvement will provide the bedrock for establishing the culture of growth within your organization. Lean offers the best business model for the implementation of standardization, continuous improvement and innovation. I use the acronyms of SDCA, PDCA, EDCA, respectively, to describe these.

You will learn through the week:

  • How to convert from the entrepreneurial stage to a viable small business
  • How to take a stagnant small business and revitalize it for growth
  • How, when and which products to standardize
  • How to traverse the product/service gateways of SDCA/PDCA/EDCA
  • How to embed the power of 3 in your organizational thinking.
  • How to become customer-centered
  • How to keep your start-up spirit intact
  • How to Sustain Growth

Join us and register for this event. The material will be distributed, through a variety of media, to include Business901 blog, podcast, YouTube channels, Slideshare and the newsletter. At a later day, it will be accumulated and posted to the Training content on the Business901 website. By registering, you will receive this material as it is distributed. We will also furnish updates and lessons learned to the registered participants. Only registered participants will be invited to webinar and Q & A.

About: Joe Dager is president of Business901, a firm specializing in bringing the continuous improvement process to the sales and marketing arena.  He has taken his process thinking of over thirty years in small business within a wide variety of industries and applied it through Lean Marketing Concepts. Joe put himself through college utilizing the GI Bill, the result of being a member of the 82nd Airborne Division, and as a welder at Asphalt Drum Mixers. This hands-on approach and an education in both in Electrical and Mechanical Engineering have served him well becoming president of that company and later leaving to own several other companies. Joe has participated in company revitalization efforts, start-ups, and turnarounds, in a variety of industries, to include professional services, retail, and manufacturing.

Wednesday, March 13, 2013

Strength-Based Organizational Change

The ASQ Charlotte Section Annual Conference 2013 will focus on Leadership Development with three different tracks. After enjoying a keynote, attendees will have the opportunity to choose from Problem Solving Leadership, Strength-Based Organizational Change and The Cultural Shift in Healthcare.

The conference is held at UNC Charlotte Center City, 320 East 9th Street, Charlotte, NC 28202. It is one day event on April 16thv with registration beginning at 7:30 AM and the conference from 8:30 AM to 5:00 PM. Additional information and registration can be obtained at http://www.asqcharlotte.org/ASQ/. You are welcomed to register at the door, but each tract is limited to 40 participants. Please check availability.

Strength-Based Organizational Change will be led by Bob Petruska and Joe Dager along with a host of facilitators in the multiple breakout sessions offered. This participant orientated journey starts in the morning with positive change for individuals and teams advancing to organizations and results in the afternoon. Each 90-minute session will include multiple breakout sessions on such topics as Personal Kanban, Intellectual Judo and 3D organizational.

Overview of the Strength-Based Organizational Change
A Positive Framework for Sustainability

We all want our organizations to improve, so what makes change so difficult for us humans? When most people think of change, they think of something that directly affects them, or something that affects those around them. In both cases change is perceived as a negative! It turns out that change itself is seldom addressed from a positive or strength based approach.

Join us for a fun day of facilitated action learning with exciting breakout sessions! Develop a positive skills framework through active participation in rich and interactive festivities that we have planned for you. Our morning theme will address change through the growth of soft skills for both individuals and teams. Then after a refreshing lunch, participants will have the opportunity to learn and apply new skills on how to influence organizational development for positive, sustainable results.

These interactive hands-on sessions are uniquely constructed to allow you to harness the knowledge of your peers while focusing on developing your own strengths. Our day of learning together follows a unique path that we think you will find refreshing and thoroughly enjoy:

  1. A brief introduction of the topic and activities by one of our presenters.
  2. Participants can choose to join a breakout group to get a deeper dive in an area of interest. Breakouts will have a facilitator to convene your action learning session along with an instructional placemat as a guideline.
  3. Each breakout team will have time to learn from each-other in a focused conversation, and finally present an overview of their session high points in a report-out. This will allow everyone in the room to get an exposure to additional insights!
  4. A roundtable discussion with key takeaways and next steps will help to unlock the wisdom that was previously under the surface.

About the presenters:

  • Robert (Bob) Petruska brings 20 years of experience improving performance in a variety of fields including aerospace, automotive, food, healthcare, office, and services. Author of Gemba Walks for Service Excellence: The Step-by-Step Guide for Identifying Service Delighters and an ASQ Certified Six Sigma Black Belt and Certified Quality Engineer.
  • Joe Dager specializes in bringing the continuous improvement process to the sales and marketing arena. Joe is a Lean Six Sigma Black Belt and has participated with companies involved in retail, manufacturing, software and professional services along their Quality Journey.

About ASQ Charlotte Section: The American Society for Quality (ASQ) Charlotte Section’s mission is to create experiential quality development and learning opportunities that add value to our Members, the Business Community, and the Greater Charlotte Community.  Our Section members, networking groups, and multiple community partners, participate in numerous mediums:

  • LinkedIn Jobs (available to everyone)
  • Section Website and Newsletter Advertising
  • Section Meeting Events
  • Education Courses
  • Community Outreach Projects
  • UNCC ASQ Student Section
  • Annual Local Conference

About ASQ: The American Society for Quality (ASQ) is the world’s leading authority on quality. With more than 85,000 individuals and organizational members, this professional association advances learning, quality improvement, and knowledge exchange to improve business results, and to create better workplaces and communities worldwide.