1. Lean or Agile - When to Use What? David Binnerts Shell Global Solutions

2. Conversation around Process Management Lean, Pull Planning, Agile
When to use what

3. Hands up, if you have ever used
Lean
Pull Planning
Agile

4. Continuous Improvement

5. Lessons from Business Process Redesign
All work is process work
A process may be implicit, or explicit
Explicit processes allow us to:
Repeat the work consistently over time
Teach it to others
Measure the results of it
Improve it

6. Explicit processes for improvement
Lean
Pull Planning
Agile

7. Lean Make use of Standard Operating Procedures (SOPs)
These provide a standard for the process
In order to identify a gap between goal and performance
A root cause analysis (5x Why) helps to identify waste
So teams can eliminate it
PDCA

8. Pull Planning
Make work explicit and reduce lead time and waste in projects:
Buffers of non value adding waiting times
Waiting
Handovers
Inventory

9. Pull Planning (cont) Sometimes leads to an increase of:
Overprocessing (on planning time)
Overproduction (of documentation)
Rework (as schedules had to be adjusted, promises were still not kept, trades would not understand requirements and schedules from others, projects were not delivered as promised).
Talent (as team members were constantly chasing eachother)

10. Agile Values Individuals and interactions over processes and tools
Delivering a good end product over documentation
Collaboration over contract negotiation
Embracing change over sticking to the plan
And provides simple frameworks for delivering the work

11. So, when would you use what?
Lean
Predictable, repetitive, clarity of input, delivery times, clarity of output and expectations, clarity and availability of process conditions…
Pull Planning
When we know exactly what we need to produce and how (we’ve done it before), when process steps may be made predictable and repetitive, when change is unacceptable (high cost or high risk)
Agile
When what we make is not known, when the process steps are not known, when we don’t know who and what may be needed next…

13. Stagegated vs. Agile

14. What’s each stage like? Assess Select Define Execute Operate
If a group of <7, then plenary
If a group of >7 <10, then combine Assess and Select, or Select and Define, one stage per group
If a group of > 10, then in pairs or threesomes, one stage per group
Give an example of the stages
Describe context
Describe what needs to be done during the stage
Describe typical challenges
Explain why you would use
LEAN or
PULL PLANNING or
AGILE

15. In Shell: Lean Pull Planning Agile Routine execution
Construction of complex and expensive buildings
New Product Development
Material Handling
Projects in remote locations
Experiments
Contracting & Procurement
When costs are almost irrelevant
Within stages of complex projects …

16. Scrum Framework If a group of <7, then plenary
If a group of >7 <10, then combine Assess and Select, or Select and Define, one stage per group
If a group of > 10, then in pairs or threesomes, one stage per group
Give an example of the stages
Describe context
Describe what needs to be done during the stage
Describe typical challenges
Explain why you would use
LEAN or
PULL PLANNING or
AGILE

17. What’s each stage like?

19. Pull Planning