Pull as Kaizen

Michael Ballé’s recent Gemba Coach column drives home the importance of understanding that all of the so-called “tools of lean” are really there to drive problem solving.

A well designed kanban system is (or at least should be) built to not simply provide a pull signal, but more importantly, to continuously ask, and answer:

  • “What is supposed to be happening?” (what is the target condition?)
  • “What is actually happening” (what is the current condition?)

and give at least a hint of the problem that needs to be addressed right now when there is an issue. As a minimum, what condition must be addressed right now, and the first “Why? to be investigated.

A couple of months ago I posed a hypothetical question about a team’s effort to put in a kanban process and asked for your thoughts and comments.

The scenario I described was, with one or two trivial changes, copied directly from pages 48 and 49 of the Lean Enterprise Institute’s latest workbook, Creating a Lean Fulfillment Stream.

Although the process as described would likely work (at least for a few items), I was really surprised to see an LEI book describe a process that explicitly and deliberately breaks the “rules of kanban” that they have published elsewhere, particularly in Lean Lexicon. The LEI did not make up the rules of kanban, they have been well established for decades. Thus, I have to admit that my first response was to question the credibility of the entire book (Lean Fulfillment Stream), even though there are many things in it that are worthwhile.

Many of you correctly called out issues with the mechanics. Now, in light of this new information, I would again like to invite comment.

If a good process should be set up to continuously ask, and reveal the answers to, those two questions, where does this kanban scheme come up short?

How would those issues cause problems with the processes that Ballé is describing in his column?

 

Automating the Coaching Questions

Hopefully that title got some attention.

In Toyota Kata, Mike Rother frames a PDCA coaching process around five questions.

The first three questions are:

  1. What is the target condition?
  2. What is the current condition?
  3. What problems or obstacles are preventing you from reaching the target?

Wouldn’t it be wonderful if we could build a machine that asked and answered those questions for us?

Of course automated processes do not improve themselves (yet). But they can be made to compare current operation against a standard.

When Sakichi Toyoda was working on automated weaving looms, he was actually striving to reduce the need to have an operator overseeing each and every machine. That was the point of automating the equipment. One of the problems he encountered was that threads break. When that happened, the machine would continue to run, producing defective material.

So in order to reach his goal, he needed to replace the need for a human operator to be asking these questions and give that ability to the process itself.

What is the target condition?

The loom continues to run and produces defect free material. For this to occur, the threads must remain intact.

What is the current condition?

The threads are either intact, or they are broken.

But if the machine cannot continuously ask, and answer, that second question then a human must do it. Otherwise, nobody gets to the third question, “What is stopping us?” unless they happen to notice the machine is smoothly producing defective material.

Since his goal was to reduce the need for human oversight, he had to solve this problem.

Toyoda’s (now classic, and still used) response was to put thin metal floaters on each thread. If a thread broke, the floater dropped, triggering an automatic machine shutdown.

The machine was now asking the second coaching question with each and every cycle, comparing the actual situation with the target situation.

The event of the machine shutting down triggered the attention of a human operator with the answer to the third question.

What problem or obstacle is preventing you from reaching the target?

Right now, there is a broken thread. I cannot produce defect-free material until this situation is corrected. Please assist me.

The process was named jidoka and in that moment, the foundation for what grew into the Toyota Production System was set.

Without reliable and consistent production, one-by-one flow and just-in-time are impossible. The options are to either work on the problem, or stop improving.

It is the leader’s responsibility to ensure that there are processes in place to do these things. Sitting still is not an option, there is nothing in these techniques that is a secret. Your competitors are doing it. It is only a matter of who can solve problems faster and better.

 

If The Student Hasn’t Learned…

The teacher hasn’t taught.

This article, titled “Why China is Not Ready for Lean Manufacturing” presents an account of trying to teach “lean manufacturing” in a Chinese factory. The experience is summed up in a couple of key paragraphs:

The team arrived in Dongguan and went to work giving an overview class on Lean techniques. The factory workers seemed attentive and interested in learning. The next day, the Silicon Valley Lean team gathered the people from the assembly line to begin the process of working on the quality problem. After 3 hours, the Lean team ended the session in utter frustration. No one participated. No one would identify problems on the line. No one knew how to approach gathering or analyzing data. No one volunteered.

So what happened? The training was adequate and the Lean principles and methods are sound and easily understood. Why weren’t the Chinese factory workers participating?

Why indeed?

The author’s conclusion is that Chinese worker’s culture and values conflict with the idea of collaboration and contributing ideas to improve production quality and efficiency.

But the article brought up two separate thoughts.

First, there is nothing magic about Western culture. These concepts can, and do, fall just as flat in the USA and Europe as they did in this factory. The problem in these cases has less to do with the national culture, and more to do with attempting to apply a rote approach to teaching.

Second, the result cited here was exactly the opposite of my own experience in a Chinese factory.

It took some persistence, and it took some deliberate steps to remove fear from the factory floor, but in the end we had these Chinese workers making some very innovative contributions.

400ArmBoringMock01 This photo is an old boring mill. It was a slow old boring mill. We needed to squeeze cycle time out of the process to make the projected takt time. We showed the workers some photos of other teams’ efforts to mock-up fixtures so they could quickly try out ideas. The workers, after a few false starts, constructed what you see here, and ended up with a pretty good set of fixtures that could be loaded and unloaded quickly. After some trials, they figured out on their own that they could fit two fixtures on the platform, which allowed them to be unloading and loading one while boring on the other.

400BucketBoring

One of the machinists complained that the machine could run faster if it had a liquid cooling system. With encouragement, he designed and built a simple, but working, cooling system for the cutting tools. (The steel box in the foreground with a pump on it.) The clever part was the chip filter made from a bottle cap and a nail.

400BucketCellMock01 Another team was working on a welding cell. They ended up designing and fabricating more efficient fixtures than had been provided by the engineers. Then they set out to develop the most efficient way to get parts positioned, to load them quickly into the fixture, and weld up the part.

 

 

What was different?400CellWorkDesign

First, we didn’t do any classroom education. Not quite true. We showed them photos of really good welding fixtures that had been designed by a sister company. That took about 30 minutes. We explained what features made those fixtures good. Then we continuously encouraged them to try things so they could learn on their own. And try they did.

We didn’t ask them to go beyond mock-up. We fully expected to take their ideas, turn them over to engineers to get them finalized and drawn up, then have the fixtures fabricated. But the workers took it on their own initiative to dig through the (embarrassingly large) amount of scrap metal out back, bring in what they needed, machine parts, scrounge others, and built their fixtures in steel.

A number of ideas were things I could clearly see would not work. I knew that heat distortion from welding would make a particular fixture design difficult (impossible!) to unload after welding. I could tell them it wouldn’t work, or I could let them try it on their own. I chose the path that would engage their curiosity and let them learn through experience. They became better welders for it.

Honestly – this was a slow time while we were working out other issues with market positioning, sales, design and sourcing decisions, and most of this activity was intended to keep people busy and engaged. But what we ended up with was production-ready work cells, all built upon ideas from the workers.

So why did I tell this little story?

First, I will admit that I was pretty proud of these guys. This was a few years ago now, but it was fun blowing away everyone’s stereotypes about Chinese factories and Chinese workers.

But I wanted to make a key point.

Instead of looking for cultural reasons why “this won’t work here” we kept faith that, if the initial response was silence and non-participation, there was something that we needed to address in the way we taught, and in the environment we were creating.

Indeed, what the Chinese culture brings to kaizen is a centuries-old tradition of improvising with what you have to get something done. This is a great strength that can be hard to find in cultures with longer traditions of wealth.

Just as we were encouraging these workers to try things so they could learn what did work, we had to do the same thing. We didn’t give up after three hours. Eventually we managed to remove the fear and bring out the best these people had to offer.

Classroom education is actually a very poor way to teach people how to study a process, understand it and improve it. Sometimes it kind of works, but I think that is because it is marginally effective if all of the other conditions are right. Perhaps in some cultures that starting point is past the limit of what classroom education can handle. That isn’t a problem with the culture, it is revealing the inherent weakness in the approach.

There is no cookbook. There is only a clear objective, and good faith effort to keep trying until a solution is found.

Epiloge: Yes, this factory got into production. However the parent company could never get traction in this market with this product and recently made a decision to close this plant and pursue a different strategic direction. That is not a reflection at all on the people who did the work in these photos.

What you can, Where you can

In my review of Toyota Kata by Mike Rother, I suggested that the staff-level practitioners who are embedded in almost every company that is “implementing lean” could put those practices to work immediately, even if it was not an ideal “top down” teaching process.

This week I gave that a try.

I was coaching a workshop leader who was, in turn, leading the team I mentioned earlier. He was simultaneously reading the book, I referred him to “the coaching questions” on page 247 and we worked together to keep asking them as the team was doing its work.

Since the team was working to solve problems that were blocking the problem solving process, it got a little complicated to keep them focused on the right “immediate problem.” However what I observed, for sure, was that my workshop leader’s skills improved significantly as the week went on, as did the team’s understanding of the issues and countermeasures.

My working theory was that just asking the questions puts someone into “teaching mode” and, as I have said earlier, the best way to learn is to try to teach.

Was this the ideal approach advocated by Mike Rother? Nope. I will have to loop back and catch some of the foundational elements. But as I have experienced in the past, these practices are so powerful that even trying and awkward application gets significantly better results than following no structure at all.

Start asking the questions, and see what you can learn as you try to teach.

Production Planners in a Lean World

Many organizations have a centralized production planning function that would undergo a radical change in a transition to pull.

I know many of you have experienced this type of organization, some have transitioned it.

We have a fledgling exchange on the topic started in the discussion forum.

I would like to invite more participation there on the topic. If you have comments or insights, how about putting them there.

http://forums.theleanthinker.com/viewtopic.php?f=15&t=18

Using the Questions

This week I am coaching a kaizen team in the first phases of implementing a process to respond to problems on the shop floor.

They clearly understand the objective, and are working hard.

The key is to keep them focused on working out the problem response process vs. getting distracted by the production problems they are responding to.

For my part, in an effort to accelerate the cycles of learning, I am trying to consciously apply “the five questions" of the coaching cycle as outlined on page 247 of Toyota Kata by Mike Rother.

They are:

  1. What is the target condition? (the challenge – what do we expect to be happening)?
  2. What is the actual condition now?
  3. What problems or obstacles are now preventing you from reaching the target condition? Which one are you addressing now?
  4. What is your next step?
  5. When can we go and see what we have learned?

This will not be my only opportunity – I have other challenges lining up in other parts of the company that I support.

I’ll tell you, though, it isn’t as easy as just asking the questions.

The first challenge is context. My actual condition is that this kind of rigor is new to even experienced kaizen practitioners out there. As Rother, and others, point out, most “kaizen events” simply aren’t structured this way.

There is a strong bias toward generalization and sweeping statements of "problems” and “what we need to do is…” I have to keep working to bring the focus back to what is directly in front of us as we try to work through this specific iteration. Yes, that other thing might be an issue, but it isn’t coming up NOW, so let’s keep working on what is actually stopping us.

This is important because it gives the problem solvers great power. If they can learn to stick to what is stopping them right now, they have an easier time not getting discouraged by all of the other issues that are out there.

One-by-one. Step-by-step.

Of course this iteration is complicated by the fact that we are working on a process designed to clear problems in another process, so it is easy to get sucked in to the production issues.

To their credit – we have a Home Depot technology andon light, and the team members who are the subjects of this experiment seem to be appreciating (for now) the fact that this group of people is swarming every issue they run into.

“Opportunities” vs “Problems”

Over the decades, I have observed that it is quite common for organizational leaders to try to use the word “opportunity” when talking about a problem.

I can understand the desire to do this – we typically think of “problems” as something to do with people.

But I find the emphamistic language… problematic.

 

 

Mr. Opportunity

 

There is a Honda marketing campaign in the USA that features a cartoon character named “Mr. Opportunity.” His tag-line is “I’m Mr. Opportunity, and I’m knocking.” The opportunity is an invitation to take advantage of discounted prices for Honda cars.

Words mean things.

An opportunity is something that I may, or may not, decide to pursue.

But in lean thinking, no problem can go unaddressed.

Rather than a friendly cartoon character knocking on your door, a problem has kicked your door in and is standing in your living room. It must be dealt with, and dealt with quickly.

It has to be contained, pushed back, and finally resolved to keep it from getting back in.

IF the process for doing these things is carried out correctly, there are opportunities for the organization to learn along the way. But in the vast majority of cases, the only way those opportunites get exploited is if the leaders insist on hearing what was learned. So even those “opportunities” shift to imperatives.

Friendly euphemism that soften the urgency do not help us. If we are to have a true problem solving culture, we have to be willing to call things what they actually are.

“TWiT Live” Walkthrough of Ford’s Rouge Plant

Tom sent this link to me, and I thought I would share it.

I can’t say much for the correspondent, but this is a decent view of a modern automobile assembly line.

The actual tour starts at around the 6:00 point.

When I look at a production line, one of the key things I am looking for is how they detect and respond to problems – both the mechanics and the strength of the problem solving culture.

I am curious to hear from any of my readers from Ford (I know you are out there).

“We CAN’T Just Stop The Line!”

I suppose, at some level, that makes emotional sense. After all, the idea is to keep production moving.

But the logical follow-on question is: “OK, so if the team member encounters aproblem that is going to force her to work around things, to do the work in a way that wasn’t planned, what do you want her to do?