Internalizing Outside Knowledge

Continuing on a theme – a kaizen event should be primarily about learning, using the real-world improvement opportunity as a vehicle.

Outside consultants (some style themselves as “sensei”) can be a good way to bootstrap this process by bringing in existing experience so you can develop your own more quickly. (Full disclosure here – Right now I am one of those consultants, though I have played on both sides of the game and learned a lot from others.)

But it is important to use them the right way.

The way that doesn’t work is to bring in an outside consultant to lead improvement for you. Typically this means that the company assembles a working team, delegates the improvement to that team, and hires a consultant to lead them.

Once the event or activity is over, it might be repeated again with a different group of people, on a different project, even with a different consultant.

Though this can be somewhat effective at dealing with individual issues, the company’s capability to do this themselves is never developed.

Learning might occur within the company, but it will be a random event.

On the other hand, if the client company puts together a team that has an internally designated leader, and that leader is also charged with capturing knowledge, and there is some continuity from one event to the next, then a working relationship develops.

In my opinion, this is a legitimate role of a Kaizen Promotion Office, and is likely why a lot of consultants (at least the ones with the clout to impose conditions on their clients) insist on the company forming one.

The people in the KPO have two roles.

  • To capture and internalize the cutting edge of skill and knowledge for the company.
  • To practice that skill and knowledge by teaching others.

I have personally experienced both situations – where I am asked to be a substitute leader, and where I have the opportunity to develop people in the company. I can tell you that the later is a lot more fun, and the former is mostly frustrating.

I also see a difference in follow-up. Where there is no internal leadership, it is much tougher for the team to stay on the game and push the changes to a point where they are ingrained and sustain.

If you are interested in some expanded thoughts on this topic, I invite you to read the white paper “Getting the Most From Lean Consultants” on the “Resources Page.”

Toyota Kata Handbook

Mike Rother has made some significant revisions to his Improvement Kata Handbook.

 

  • The role of “True North” is much better defined as the context of improvement.
  • He has filled in a lot of valuable detail for “Grasping the Current Condition” and setting Target Conditions.
  • The structure for the PDCA cycle has been tightened up.
  • And the time, place and method of coaching is much more explicit.

Even if you took a look earlier, get the latest and study it.

 

WWII Visual Control

PC pointed out a really interesting bit of visual control history to me.

In a recently aired episode of Showdown: Air Combat the host, a USAF fighter jock, asked about a series of colored stripes painted on a bit of sheet metal attached to the landing gear of a beautifully restored A6M Zero .

The piece of aluminum sheet is attached to the landing gear and fairs in the landing gear bay when retracted. The plane’s pilot/historian explained that they were an indicator for the ground (or deck) crew. As the landing gear’s hydraulic struts compress they align with the different stripes, allowing the crew to instantly see the load condition of the aircraft.

So for the cost of nothing more than a few square inches of paint they had an immediate, reliable, easy to use (from a distance, even), intuitive “mechanism” for the aircraft handlers to obtain critical fuel+ordinance info on the planes at any time.

While weight is always critical on an aircraft, it is even more critical on a WWII era aircraft carrier, before there were catapults. Where I can see this simple visual check becoming really valuable is if the crew spots one that is different than the others.

Here is a question – how can you adopt this principle to make a quick, visual weight check to assure, for example, that everything is in the package before it ships?

Learning Kaizen

Learn to be thorough before working on speed. The speed will come naturally with competence.

Every coach in the world gives some form of this advice to her students. This is true for athletics, for music, for any skill we are trying to develop.

Yet when planning kaizen events, we tend to forgo this advice, and push the team to produce huge “results” for the Friday report-out.

Getting those results is actually pretty easy. Any facilitator with a little bit of experience with the tools can push the team to rearrange a layout, get some basic flow, and turn in some really good numbers in a few days.

But what skills has the team developed in this process?

Maybe how to see a similar opportunity and copy the layout there.

Maybe how to close out an action item list, but that is still just rote implementation.

What processes and systems have to be in place to sustain those results? What skills are needed to use those processes and systems effectively. When, during the course of these five days, did your team practice those skills, or for that matter, even learn what they need to learn?

Rapid PDCA with 3P

“3P” is not a Toyota term. The workshop structure was taught by Shingijutsu and is now being propagated by people who learned it while working in their client companies.

The most visible characteristic of 3P, the Production Preparation Process, is the idea of creating quick and dirty mock-ups of the product and the process. These mockups are often constructed of wood, cardboard, PVC pipe – materials at hand.

600x3p-benches

The idea is to be able to quickly and cheaply try out, and experience, a process (or product) so that problems can be surfaced, opportunities for improvement can be seen, and the PDCA cycle can be turned far more rapidly than would otherwise be possible.

The purpose of the mockup is to create a gemba of sorts, where you would not otherwise have one. Now, rather than doing an abstract analysis, you have something that people can see, touch, and interact with. Doing so forces details to the surface that are simply invisible in abstract models in computers or on paper.

Some companies use the process to design their products as well as the processes that are used to manufacture them.

Last week one of my clients took their first steps into this process. The photo above has been pixelated so as not to reveal details about their product design.

They had done pretty extensive analysis using traditional industrial engineering methods, and had a CAD drawing of the proposed layout. That was the starting point.

The first step, then was to create that layout in real-size. That took the team about 90 minutes.

They assembled some tables, got some boxes and cardboard, and represented the machines, the work positions, the material and people flow.

Even as they were doing this, some of the team members saw things that they questioned, such as an ergonomically awkward operation. Others simply had questions. Why? Because in translating the drawing into the real world, even a superficial one, details already had to be resolved.

Once they had the starting condition mocked up, the team took prototype parts of the product and went through the motions of a team member trying to assemble it.

This felt a little awkward at first, but they began to see more opportunities, and resolve more detail.

We did a little coaching, pointing out motions that could be eliminated, others that could be consolidated. We talked about the smooth flow of people’s work, and looked for opportunities to better match the work flows to the takt time.

In the next couple of hours the team went through dozens of small PDCA cycles, each time adding a little more detail, adding a physical control, or a visual control. They found “knacks” that enabled quicker assembly with less adjustment.

They identified exactly how and where parts should be presented to the assembler.

They discovered small design and packaging changes that could make a big difference in the assembly time and quality. It did not hurt that the design engineer was trying to work out the details of one of the more awkward elements of the assembly.

They found key points that were critical to quality, examined the vulnerability to simple mistakes, and worked on how to make those more clear.

3pAndon

They identified characteristics that would help the machines better support the work flow. How do parts move in, move out? Where do the hands go to start the machine? How does the location of the controls support (or hinder) the work steps that come before and after?

As they looked at test operations, they started working out what they wanted to happen when there was a problem. They started to work out a line stop protocol and added andons to those machines, so they could signal an abnormal result.

Curious visitors, some senior managers, others just happening by and wondering what was going on, were enlisted as test subjects. Is the work cycle simple and clear? Is it easy to teach? Is the layout intuitive?

What can we do to make the visuals more clear, and to lay things out to guide the correct process sequence? Which “knacks” have to be taught? How quickly can a “new operator” be brought up to speed and make the takt time?

Over three days, the details came into sharper and sharper focus.

In the end, the team had constructed a full size model of their target condition. They are clear how the process needs to operate to give them the performance they want; and they are equally clear about the next problems that must be solved to get there.

They can specify their equipment with far more insight, and many of the details of how to guide the product and people through the process are now much better understood.

And, as a side benefit, this cross functional team has communicated far more than they would have otherwise with meetings and email. They have spent three days embedded in a joint project to envision what they want this to look like.

To be clear, a lot of work remains, and many more details remain to be worked out. But over three days this team now has a much more clearly aligned concept of what they are striving to achieve.

What Do You Teach and Practice Every Day?

Mike Rother forwarded this link to an article by Bruce Hamilton in Quality Digest with the observation that “the lean ship may be turning.”

The key point is that people learn what they practice. And if you practice kaizen every day, you learn kaizen. But if you practice something else every day, you learn that. If kaizen is only an occasional “special event” then it never becomes engrained as “the way we do things.”

From the article:

The truth is, when everybody practices status quo behavior almost every day,that is what is sustained. If employees are not practicing the new way every day, by default they are practicing the old. Practice makes permanent.

Mike illustrates this principle well in his presentation Introduction to the Improvement Kata.

batch-improvement

In reality, rather than days between events, the experience of the team members is more often like weeks or months. Some companies set a goal of getting every team member through one or two kaizen events in a year.

While this may spread the effect wide, it ensures that nobody has more than superficial experience. It is build on an expectation that once a process is “leaned out” that it should stay that way until there is an opportunity to come back around and “fix it again.”

Of course it actually begins to erode right away because the daily habits have not changed, and it is those daily habits that put the waste into the process to begin with.

The traditional model for kaizen is firmly anchored in Fredrick Taylor’s concept of separating experts from workers. Even though we solicit worker’s input during kaizen events, the process of kaizen itself is still largely the domain of technical experts. They are the ones who own the process.

Some companies go so far as to not allow kaizen to be done by people who are not “certified” in some way.

What we have to do is shift the role of those kaizen experts from one where they plan, conduct and lead special improvement events to one where they are on the shop floor every day teaching and coaching the line leaders. This is the only way (that we know of) that will actually transfer the knowledge.

Only when those line leaders are, themselves, teaching and coaching can the effort let up a bit and move on.

The “ship may be turning” because this idea is beginning to find its way into the mainstream discussion in the lean community. This will not happen overnight, however. There is huge inertia in the expert-as-implementer mode across all approaches to improvement. But if we (the lean practitioners) want to know why the results do not sustain, a large part of the answer is in the mirror.

“If the worker hasn’t learned, the teacher hasn’t taught.”

What Does Your Customer See?

Travel plans sometimes come together at the last minute. I went to the green company’s web site to rent a car, and got a message saying the site was down for maintenance.

It said to please call the 800 number if I wanted to make a reservation.

I called the number.

The nice person on the phone asked if I wanted to make a new reservation or discuss a current one.

I said new reservation.

“Oh, our system is down for maintenance. Can you try again in a few hours?”

It was already midnight, so I really didn’t want to do that.

“That’s OK, I’ll just call Hertz.”
Which I did.

I encountered two problems here.
First was the message that implied that a human could make a reservation while the system was down. The accurate message would have been “Our system is down for maintenance. If you want to make a reservation, please try again in a few hours.”

And, since this is the de-facto process, I have to assume that the company is doing it this way on purpose.

Then again…
Do their executives rent cars through the online system? Do they experience what their customers do? Do they see the “we’re closed, please go away” sign that is part of their normal process every Saturday night?

Another company once put me on hold. The system kicked to a local radio station rather than silence. And so I was waiting for a customer service response while listening to Mick Jagger “I don’t get no… sat is fact ion…”

Standard Problem Solving

A key point of Mike Rother’s book Toyota Kata is that the organization develops a very deep core-competency in problem solving.

In order to develop competency at anything, there must first be a standard to strive for. What I am realizing is the precise method used doesn’t matter nearly as much as having a method (that works) and rigorously striving to follow it.

Why is this important?

Consider the opposite. Let’s say, hypothetically, that we have a team of very good problem solvers and they are trying to tackle a tough problem. However each of these people brings a different method to the table.

As they discuss the problem, each will be trying to frame it in his or her paradigm for how to go about arriving at the root cause and finding a countermeasure. Indeed, even those words (root cause, countermeasure) might be different.

Some of them might not even call it a “problem.” A team member steeped in Theory of Constraints is going to be referring to a “constraint” – what is constraining the system from advancing to the next level of performance.

Someone else will insist on calling it an “opportunity.”

No matter how competent each individual team member, the group is going to expend a lot of time and energy with how to go about even defining the problem. This is time and energy that is not spent actually solving it.

Things get worse if there are weak problem solving skills to begin with. Someone might have heard of “5 Why’s” for example, and try simply asking “Why?” repeatedly, and writing down the answers on the flip chart in a mistaken belief that this effort leads the team to the root cause of the problem. (it doesn’t, as the room is hermetically sealed to information flow).

So if the organization has a structure, a method, for problem solving there are at least steps that should be consistently followed.

Introduce a good facilitator / teacher / mentor into the mix, and they get an opportunity to practice with coaching, and develop skill.

But “without a standard, there can be no improvement” and the same thing applies to problem solving and improvement itself. If you want to get better at it, you need to start with a standard you are striving to achieve, and then study what keeps you from achieving it.

Measuring Improvement

One of the most common (and frustrating) problems for the staff lean practitioner is being asked to “measure the savings” resulting from specific improvements.

(This problem is related to, but different from, trying to measure “lean progress” or the status of implementation.)

There are two issues in play here.

First is the level of understanding in the leaders who ask for this in the first place. Frankly, it isn’t their fault. Authors, consultants, and practitioners have been “selling” the concept of “lean production” as a stand-alone thing to do for decades.

It is really easy, in the initial excitement of grasping the potential, to just try to push the tools and promise that great savings will result from simply implementing them.

The initial literature was all about describing the performance of benchmark companies (like Toyota, though there were others), describing the visible tools and saying, in effect, “if you just implement these tools, you’ll get this kind of results.

But making these changes can be expensive. The obvious costs are consulting fees, time (perceived to be) taken away from production work. Therefore, there must be a sufficient ROI to “justify” making the changes.

For the practitioner, the countermeasure is to try to shift the focus to establishing a business objective first.

This shifts the conversation from “justifying improvement” to “what problems must we solve to hit the objective?”

The financial evaluation then shifts from "justifying moving beyond the status-quo” to evaluating alternative solutions to the problem.

If you ask directly, most managers will have things in mind that they would like to do better. The challenge is to get those things framed in enough detail that some value is created for actually getting there.

Boeing Moving Line

Boeing’s “PTQ” (Put Together Quickly) videos show a time lapse of an airliner in production. They have been producing the for years – certainly since I was working there.

This one, though, shows something a little special.

When I first started working there, the idea of a line stop was unthinkable. The plane moved on time, period. Any unfinished work “traveled” with the plane, along with the associated out-of-sequence tasks and rework involved.

The fact that the 737 is now built on a continuously moving assembly line in Renton is fairly well known.

But what struck me in this PTQ video is that one of the things highlighted in it is a line stop. It happens pretty quickly at about 1:57.

The video is also full of rich visual controls to allow the team to compare the actual flow vs. the intended flow. See many many you can spot.