Visual Management, Change Management, Project Closure, SBOE February, 2014

Goals After tonight’s session you will be able to: – Identify visual management strategies – Understand benefits of a control plan – Articulate strategies for overcoming resistance to change – Understand all necessary documentation needed for completion and sustainability of your change project

Visual Management

Scoreboards

Control Charts

Communication Boards

In the Classroom

Control Plans

Control Plan Describes what is needed to maintain the process and improvements to the process Includes: – Human resources and required skills – Standard processes to follow – Action plan when problems occur Continue to update as process matures

Control Plan – Benefits Provides a summary of process knowledge Keeps process requirements and expectations visible for all functional area involved Describes data used to assess process performance Describes when action needs to occur, how frequently to check performance, who is responsible for checks, and contingency plans Defines roles and responsibilities

Control Plan – Examples Fire Escape Plans

Control Plan – Joey’s Pizza Toppings Ordering Process Vendor: Rome’s Supplies Contact Number: Frequency of Order: Every Monday PO #: Standard Order: – 200 lb mozzarella cheese – 50 lb all-purpose flour – 100 lb roma tomatoes – ….

Building Commitment and Overcoming Resistance

Overcoming Resistance Understand what beliefs and values exist in an organization. Then you should identify the gap between the current situation and the desired mindset or behavior.

Overcoming Resistance Run a small pilot that will give the affected stakeholders clear visibility to how the improved process is working.

Managing Complex Change

Closure Finishing your Lean Practitioner Certification

Checklist In order to receive your Lean Practitioner Certificate you need to have the following: o Scoping Document o Charter o Benefits Document o Documentation of at least 3 CI tools o A3 Summary o 80% or higher score on final exam

Don’t worry, CI mentors are still here to help!

Benefits Benefits Document – Available on the Wiki

CI Tools Many of you have used: – Brainstorming – 5 Whys – Voice of the Customer /Surveys – Process Mapping What other tools have you used?

8 Types of Waste W aiting O verproduction R ework M otion P rocessing I nventory I ntellect T ransportation

Tell us More! Describe your benefits Tell us what you’ve learned, what you would have done differently, and how you might use the tools again.

Benefits Document Take time now to draft your benefits document and get it approved by your CI mentor and SBOE Administrator…

A3 Available on the Wiki

Sustainability What will this project look like next year? The year after that? How will your work become the new normal?

Questions

Goals After tonight’s session you will be able to: Identify visual management strategies Understand benefits of a control plan Articulate strategies for overcoming resistance to change Understand all necessary documentation needed for completion and sustainability of your change project

Homework WhoWhatBy When Take Session 5 QuizDuring tonight’s session

March Using Lean in the real world – Home – Classroom – College – …and more! Wrapping up – Review – Final Exam – Prepare for Presentation

Help is Available! Do you know how to contact your CI mentor? Veronica: Katie:

Types of Benefits Hard Benefits Soft Benefits Intangible Benefits

Hard Benefits Examples of cost reduction include: reduction in cost operations, material savings, reductions in transportation cost, or reductions in overhead costs. A revenue increase is directly associated with project outcome.

Soft Benefits Cost Avoidance -money placed in the budget anticipating an event, but due to the project that event never took place and the money is available for reinvestment. This applies toward resources as well. Efficiency Improvement – the changes made something faster, or allowed more to be done in the same amount of time.

Intangible Benefits You are able to offer additional services due to a reduction in necessary resources Services are improved when changes have: – made the process easier – allowed better access to information, – improved satisfaction with the process – improved communications – improved employee satisfaction.