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PRINCIPLES OF LEAN Lean Awareness Workshop Outline • • • • • • • • Introduction and Welcome Background to Lean Lean Principles Flow Exercise Value-stream Mapping Waste Spotters Exercise Lean Toolbox Rapid Improvement Events (RIEs) • • • • • • The Six Challenges Re-engineered care processes Effective use of information technology Knowledge and skills management Development of effective teams Co-ordination of care across pathways Making change possible Institute of Medicine Crossing the Quality Chasm: A new Health System for the 21st Century Corrigan JM 2001 Timeliness Safety Effectiveness Patient -centeredness Dimensions of Quality Efficiency Equity Where Does Lean Originate? • Developed by Toyota as the Toyota Production System (TPS) over the last 50 years • Study of TPS led to academics defining the approach as “Lean” • The application of Lean is not new – principles have been used in many industries. • In the last ten years, increasing application of the Lean approach in healthcare Lean Strategy for TPS... •Requires a focus on whole systems and processes •Relentless focus on delivering services/products which meet the needs of the customer, or in healthcare, the patient •The application of the PDSA (Plan, Do, Study, Act) rapid change cycle Lean Principles Jones & Womack, Lean Thinking-Revised, 2000 Map the total customer/ provider value stream Establish value in the eyes of your customer Make value flow with no interruptions Search for perfection with no waste Pull what you want when you want it Why is Lean Relevant? • “Lean thinking is not a manufacturing tactic or a cost reduction programme, but a management strategy that is applicable to all organisations because it has to do with improving processes. All organisations – including healthcare organisations – are composed of a series of processes, or sets of actions, intended to create value for those who use or depend on them (customer/patients)” • IHI: Going Lean in Health Care, 2005 Lean in Healthcare •Virginia Mason – USA •Theadacare - USA •Bolton NHS - England •Gwent NHS – Wales •NHS Tayside, NHS Lothian - Scotland The Nun and the Bureaucrat A book and DVD outlining how 2 hospitals used Lean principles to transform their systems • “The fact is that a patient is not a car, and never will be. So. If that were the problem we were trying to solve, we’d be stopped. • However, the Toyota system is set up to identify customer needs in very clear ways and to meet those needs in explicit, efficient, rapid supplier-building methods. • They’re quite superior in the world of work, so if you said there was no work in healthcare then we’ve got a gap. But as long as you confess that work’s there, then I’ve got a solution.” • G. Kenneth Turnbull, Ph.D., • Executive Vice President of Alcoa Business Systems Economies of Flow Mass/Volume Thinking Economies to Scale Lean thinking Economies of Flow •Big is good/cheap – fast production rates •Right size is good – rate-based production •Focus on operation – doing the job (s) •Focus on process – gluing jobs together •Specialists have skills – centralised in few people •Everyone has skills – and expected to use them •Information – need to know? •Information – visual •Performance is about tradeoffs – example: better quality costs money •Performance is about root cause – example: better quality is cheaper •Manage by variety – by batching together similar items •Manage variety – by skills to rapidly change from item to item Sources of variation in a clinical system Process Staff unclear motivation skills illness shifts Patients age motivation disease guidelines race education differ sex complications anaesthetics holiday training GP transcription Machines/rooms not the same suppliers transport applications Resource Information 80% is under our control Resulting in.. Systemic issues Poor Scheduling of appointment s and resources Absence of process ownership and control Overly complex pathways built in waits and delays Unquantified capacity and demand Few defined processes and no standard working Healthcare processes are all about flow. “Toyota revolutionised our expectations of production; Federal Express revolutionised our expectations of service. Processes that once took days or hours to complete are now measured in minutes or seconds. The challenge is to revolutionise our expectations of healthcare: to design a continuous flow of work for clinicians and seamless experience of care for patients” Don Berwick, “Reducing Delays and Waiting Times Throughout the Healthcare System” IHI 1996 Value-Stream Thinking • “Stop looking at aggregated activities and isolated machines…Start looking at all the specific activities and see how they interact with each other.” Womack and Jones What does it do to our patients? • When a patient experiences a service it is either good - and therefore what they expect - or it is bad. Patients do not experience “averages” • As consumers in the outside world we have expectations of good quality and service, if these expectations are not met then we take our business elsewhere… • In health our patients do not readily have that choice. Process Map A process map answers questions, such as… • What is the waste in the process? • Where are any blockages to flow? • How long does each process step take? • How many handovers are there? Mapping and analysis of the Process Increasing level of detail Two Elements to Every Job Value Adding Valuable Effort Non-Value Adding Valueless Effort Obvious Waste Costs Time Costs Money Adds Value Costs Time Cost Money Adds No Value VALUABLE WASTE Types of Waste • Toyota’s Seven Wastes • * Transport • * Inventory (work in progress) • * Motion • * Waiting Time • * Over-processing • * Over-production • * Defects • TIMWOOD Wastes in a Healthcare Process Lean waste Examples in radiology Defects Running unnecessary scans; forms not being signed, faxes sent that are illegible Overproduction Undertaking multiple scans Excess inventory Extra supplies Excess processing The process for ringing porters in the evening is to ring the Help Desk and then to be routed to the porters; entering duplicate information; printing paper reports to send in post Unnecessary motion Time spent looking for staff; entering duplicate information; looking for parts and forms; interruptions from other staff Unnecessary transportation Transportation of scan results in post Waiting Waiting for referrals/scans; waiting for reports/signatures; waiting for patients, doctors, porters Underutilised staff Helpers in waiting rooms; secretaries waiting for reports to be signed Lean Thinking – Improving flow and eliminating waste - Neil Westwood, NHS Institute for Innovation and Improvement Standardisation •This is an important challenge in healthcare delivery •It requires agreement from all groups in the pathway of the best way to do the job •Requires a clear way in which this is shared •Needs a clear procedure for agreeing any process changes •Performance management to track adherence Lean Tools • Value-stream mapping • PDSA cycles • Understanding Demand, Capacity and Variation • Root Cause Analysis – often called 5 Whys and How (5W + H) • 6S/Visual management • Glenday Sieve • Rapid Improvement Events (RIEs) Lean Principles Jones & Womack, Lean Thinking-Revised, 2000 Map the total customer/ provider value stream Establish value in the eyes of your customer Make value flow with no interruptions Search for perfection with no waste Pull what you want when you want it ‘Flow’ in health care Progressive uninterrupted movement of patients, information and equipment between departments, staff groups or organisations as part of their care pathway. - NHS Modernisation Agency, 2005 Effective flow is a property of the entire system Patient Pathway Micro-system Micro-system Micro-system Micro-system Teams make day to day, minute by minute decisions in their own micro-systems without a view of the whole system. Even if they have optimised their own system it may do nothing for the whole patient pathway. Patients need to flow through the healthcare system, however if underlying processes are inefficient we will not manage patients effectively. Effective flow in action – Unscheduled Care Collaborative 5 Patient Flows Group 1 Minor Injury & Illness Group 2 – Acute Assessment Group 5 Out of Hospital Care Group 3 – Medical Admissions Group 4 – Surgical Admissions Advantages of Improving Patient Flow • Improved patient outcomes and improved service quality • Reduced time that patients stay in hospital, improving patient experience and freeing up inpatient capacity • Reduced DNAs, improved resource utilisation and improved overall value for money • Improved discharge pathways and reduced variation in length of stay • Improved appropriateness of care – to make sure that patients get the right treatment, from the right professional, in the right place, at the right time - Planned Care Improvement Programme, Patient Flow in Planned Care, IST, 2007