FIVE-QUESTION CARDS Planning & Executing Phases COACHING KATA FIVE-QUESTION CARDS for the Planning & Executing Phases of the Improvement Kata 5Q Card & 'At-a-Glance' design by Michael Lombard Printing Recommendation: Save this file as a .pdf and print from that file, to avoid formatting errors

COACHING CYCLES AT ALL STEPS OF THE IMPROVEMENT KATA PATTERN

The Five Questions for the PLANNING Phase Coaching Kata The Five Questions for the PLANNING Phase What is the Target Condition at this step in the Learner’s IK planning ? What is the Current Condition at this step in the Learner’s IK planning ? What obstacles do you think are preventing you from completing this planning step of the IK? Try to focus on one obstacle at a time to see cause & effect! What is your next experiment? State your theory or hypothesis; it’s an experiment! How quickly can we go and see what we’ve learned from taking that step? Previous Experiment - REFLECTION Refer to the Learner's PDCA Cycles Record What did you plan as your last step? What did you expect? What actually happened? What did you learn? ----------> STOP & REFLECT ----------> <-------- NOW LOOK AHEAD <--------

The Five Questions for the EXECUTING Phase Coaching Kata The Five Questions for the EXECUTING Phase What is the Target Condition? What is the Current Condition? What obstacles do you think are preventing you from reaching the Target Condition? Try to focus on one obstacle at a time to see cause & effect! What is your next experiment? State your theory or hypothesis; it’s an experiment! How quickly can we go and see what we’ve learned from taking that step? Previous Experiment - REFLECTION Refer to the Learner's PDCA Cycles Record What did you plan as your last step? What did you expect? What actually happened? What did you learn? ----------> STOP & REFLECT ----------> <-------- NOW LOOK AHEAD <--------

Kata at a Glance The arrow represents the Improvement Kata mindset: Current Condition Next Target Condition Long-Term Direction Long-Term Direction = our annual goals, multi-year strategies, big challenges, etc. that move us toward the ideal condition of how we want the business to function Next Target Condition = the next “bite out of the apple” we’re looking to take in the next few weeks/months Current Condition = where we currently stand in terms of how the business functions Grey Zone = we don’t know exactly how we’ll get from Current Condition to Target Condition, but we know how to tackle the obstacles that appear with iterative cycles of experimentation (PDCA) GreyZone Hardwire the Kata mindset through daily practice of two sets of practice routines: Improvement Kata: Practiced by the Learner, builds scientific skills to drive results Coaching Kata: Practiced by the Coach, supports the Learner + builds coaching skills IMPROVEMENT KATA Routines: Understand the Direction Grasp the Current Condition Establish the Next Target Condition Iterate Toward the Target Condition COACHING KATA Routines: “Planning” Coaching Cycles Modified “5 Questions” “Execution” Coaching Cycles Standard “5 Questions”