Transcript Slide 1

Module 2 Current State Analysis

Agenda for all 5

Module

1 2 3 4 5

Description Introduction to Lean Thinking Current State Analysis Future State Homework Project documentation and customer information Current state map Future state implementation plan Complete A3 Sustainable Lean Lessons Learnt and Final Presentation Continue implementation and further Lean work

Review of Module 1

You can now:-

• Understand the principles of lean • Appreciate the need to remove wastes and failure demand • Analyse who your customers are, what they need from you and how they feel about your service

Lets Review Your Homework

Talk to your Customer Complete the Project Documentation

Agenda

• Plan Do Check Act and A3 • Current state mapping, why, how and tips • The importance of Gemba • Root cause analysis

You Should…

Be able to:-

Understand the importance of mapping • Be able to create a current state map • Want to actively adopt Gemba • Have options for root cause analysis

What is Lean?

Put plans in place to standardise the process & set further review dates Evaluate the effect of implementation; have actions delivered expected results?

Act Plan Check Do Investigate the current situation & understand fully the nature of the problem to be solved Develop a future state. Implement short term fixes and long term plans to eliminate root causes

Put plans in place to standardise the process & set further review dates Evaluate the effect of implementation; have actions delivered expected results?

Act Plan Check Do Investigate the current situation & understand fully the nature of the problem to be solved Develop a future state. Implement short term fixes and long term plans to eliminate root causes

A3 Problem Solving

Project Title: Plan Developed By: Issue Definition: Future state & Counter Measures:

· Map or diagram that illustrates how the process will work · List countermeasures that will address the root cause(s) identified

Background:

· Any background information necessary to understand the issue · Purpose · Goals

Current State Map: Implementation Plan with Measures:

Activity By When Who Outcomes

Measures:

Metric Unit of Measure Baseline 3 mth 6 mth

Root cause analysis:

· 5 Whys · Ishikawa

Follow Up:

· Include remedial actions if necessary · Plans for sustaining / rolling out

A3 is Aligned to PDCA

Project Title: Plan Developed By: Issue Definition: Future state & Counter Measures:

· Map or diagram that illustrates how the process will work · List countermeasures that will address the root cause(s) identified

Background:

· Any background information necessary to understand the issue · Purpose · Goals

Current State Map: Implementation Plan with Measures:

Activity By When Who Outcomes

Measures:

Metric Unit of Measure Baseline 3 mth 6 mth

Root cause analysis:

· 5 Whys · Ishikawa

Follow Up:

· Include remedial actions if necessary · Plans for sustaining / rolling out

A3 – Business School

Plan – Prioritise Improvements

Plan Act Do Check

Problem Statements

• A clear statement that describes the symptoms of the problem, the boundaries and reason for review. A good problem statement: – Has a desired state or goal – Contains measurement – Is short and to the point – Has no implied cause or solution – Is limited in scope

Good Problem Statements

• • • • It takes 7 weeks to process an expenses form – staff would like payment within 1 week The cost of replacing damaged lab equipment is excessive – we need to reduce this by 50% Returned library books take days to go back on shelves. We want books on shelves within 5 hours Our department wastes too much time searching for information. We need to be able to find a file on the shared drive within 45 seconds

Lean and Mapping

What is a Process?

• • • Everything that happens within the University is a process or a series of processes A process may be contained within one department or may be cross- functional or university wide Our success is determined by how well these processes work and work together

What is a Process Map?

• • • • A visual picture of everything that happens – Common understanding – Understanding outside of your immediate area Issues clearly highlighted – Symptom and cause Drawn by the people who do the job – Realisation – Buy-in to change Management tool – Make decisions now and in the future

Lean and Mapping

CURRENT STATE FUTURE STATE FUTURE STATE FUTURE STATE IDEAL STATE

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Why Map the Current Process?

• Understanding - gives an overall picture of the end to end process including all activities and decisions and highlighting complexities. • Analysis – When all the activities are clearly visible it is easier to see the problems, errors and wastes. It directs improvement efforts to the right areas.

• Communication – The act of creating the map helps to bring the team together and provides a common language. It allows for plenty of discussion • Customer Focus - details how we are meeting customer requirements . . . Or not!!

How to Map Current State

Identify Your Process

Establish a Process Team

We need people who: – Are enthusiastic and interested – Are honest and open – Believe that there is room for improvement – Play a key role in the current process

How to Map Current State

• • • • •

Establish the Environment

Sensitivities need to be acknowledged Set rules Location Empowerment – Senior endorsement Engage with everyone

Set the Boundaries of the Process Determine the Appropriate Level of Detail

How to Map Current State

ownership process steps timeline issues Muda inputs & outputs suggestions measures Identify the Activities – Post-its on a big sheet of brown paper.

Visually capture a process from end to end on one piece of paper

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Questions to Ask When Process Mapping

• • • • • • • • • What triggers the process?

What are the inputs?

What is the next step?

What are the outputs?

How is information forwarded? (hardcopy, email, system updated) How many people undertake this step?

How long does this step take?

What is the time delay between steps?

What are the issues?

Example: Buying Lunch at McKenzie House

0.5

mins

Issues

How Do We Do It Now?

Process

Make A Cup of Tea and Create a Process Map

Mapping Checklist

Pre-Mapping Workshop Checks

Do you have enough stationery – post-its, marker pens, sticky tape etc Is there plenty of flip chart paper and a stand Is the room big enough for people to move around and put post-its on the map?

Is there enough space to hang a length of brown paper horizontally Do you need breakout rooms?

Put up the brown paper before people come into the room – often a 2 person job (masking tape is useful as it doesn’t mark the walls) Arrange the room so that everyone is facing the map – bring people as close to the map as possible P P P P P P P Are colleagues from each stage of the process represented?

P

Mapping Workshop Checks

Get the team to write out the post-its (make sure it’s readable) P Capture all issues on a flipchart - number each issue and highlight on the map When the map is complete, check with everyone that the map is a true reflection of what actually happens not what should happen Agree what data needs to be gathered and who will gather it P P P Before taking the map off the wall tape down all the post-its – they tend to fall off when the map is unrolled P

Post Mapping Checks

Transfer the map to Visio (or Powerpoint) – it is easier to store and circulate but not essential Circulate the map widely and record feedback and additional issues – this helps to gain buy-in from those that did not attend the workshop Display the map in the workplace (gemba) If applicable, feedback to sponsor P P P P

Remember

• Current State Maps are the team’s PERCEPTION of what happens within the process • Map is produced from comments of those in session so will also need to get comments from outside • We then need to go CHECK THE FACTS 35

Gemba

Gemba = The Real Place

Why do Gemba walks?

• • • • Managers become more accessible - barriers to speak with them are lowered Management understands what is actually happening and why - seeing not just analysing data (disconnect between understanding & decision making) Management can visibly support change efforts actively supporting not just empowering Develops a culture of trust - people should not be surprised to see you

Gemba Rules

• • • • • Show respect, know who people are Explain to people what you have come to see Build trust – gemba walks should be common place Don’t be afraid to ask why (not why don’t you..?) The objective of Gemba Walk is to understand the value stream and its problems rather than review results or make superficial comments.

Gemba is not a pat on the back exercise , it’s going to the

actual

place to see the

actual

work in

actual

time.

http://www.youtube.com/watch?v=2jL5EUtiTJ4

A3 – Business School

Root Cause Analysis

Problem Solving

Problem solving is like pulling weeds…. Unless we address the root that causes the problem, poor results will keep coming back.

Root Cause Analysis (RCA)

• Root Cause Analysis seeks to identify the primary cause of a problem so that you can: – Determine what happened?

– Determine why it happened?

– Figure out what to do to reduce the likelihood of it happening again

Root Cause Analysis

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Define the problem Gather evidence Identify all causal factors Identify the root cause using RCA tools e.g. 5 whys, Pareto charts, fishbone diagrams etc Identify solutions Implement Observe Continuously improve

5 Whys

The staff in the Exams and Assessment

office are not getting the marks to students on time”

Why?

Because the marks are late into the office from the lecturers

Why?

Because the timescales are too tight

Why?

Because there are just too many exam papers to mark

Why?

There are too many courses / modules

Why?

Because we keep adding new modules but don’t switch any off!

Conclusion: A strategic decision needs to be taken on the number of modules on offer.

Ishikawa

aka cause and effect analysis and fishbone analysis

• Helps identify root causes of a problem • Encourages group participation & utilises group knowledge • Easy to understand • Identifies areas for further data collection

Identify all the factors

Ishikawa

Identify all causes Problem statement Identify root cause

Fishbone/Ishikawa

Method No policy exists about how to issue marks or what happens when it goes wrong Machinery Recoding system makes it easy to get a whole batch of marks wrong Manpower Temp. staff wasn’t properly trained Exam officer on sick leave Phone rings all time Frequent student requests Environment Manager not given financial budget to allocate staff training Materials

Wrong marks issued to students

Identify root cause Problem statement Factor

Measles Chart

• A map, picture or form with a rash of dots to identify problem areas. To complete: – Get a copy of form or process where problems are occurring – Agree timescales for recording problem – Mark the location of each problem on the form / diagram as it occurs – Identify where problems are clustered – Use the measles chart to inform improvement activities

Measles Chart Example

• Issue – incomplete forms returned to Staff development.

– Using a blank form the team recorded the areas of missing information – At the end of the month the main problem areas were identified and action taken

A3 – Business School

Your Homework

Current State Mapping

Lets Recap!

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What does PDCA stand for?

What are the elements of an A3?

What does OPTIMISM stand for?

What is an issue?

What is meant by GEMBA?

How many times should you ask “Why”?

What is another name for Ishikawa?

Useful Websites

www.cardiff.ac.uk/lean

www.leanuk.org

http://www.systemsthinking.co.uk/home.asp

http://www.bobemiliani.com/

www.st-andrews.ac.uk/business-improvements

Further Reading

Gemba Walks (Jim Womack) Learning to See (Mike Rother and John Shook) Managing to Learn: Using the A3 Management Process (John Shook)

Any Problems Kate Hales 02920 870445 [email protected]