Leveraging Lean Management: The System, Tools, and Teacher - PowerPoint PPT Presentation


Title: Leveraging Lean Management: The System, Tools, and Teacher


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Leveraging Lean Management The System, Tools,
and Teacher
Margy Dayton, BSN, RN Senior Process Excellence
Consultant Heather Toppen Senior Process
Excellence Consultant
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Our Teachers
  • Barnas, Kim - Beyond Heroes
  • Flinchbaugh, Jamie - The Hitchhikers Guide to
    Lean
  • Harnish, Verne - Mastering the Rockefeller Habits
  • Liker, Jeffrey - The Toyota Way to Lean
    Leadership
  • Mann, David - Creating a Lean Culture
  • Michigan Lean Consortium
  • Rother, Mike - Toyota Kata

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Vision The Management System
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One Page Strategic Plan
Organization Saint Mary's Saint Mary's Saint Mary's accountability SLT   review log Quarter 1 date  
Department accountability Director         review log Quarter 2 date  
One-Page Strategic Plan One-Page Strategic Plan One-Page Strategic Plan One-Page Strategic Plan One-Page Strategic Plan Planning Cycle FY2015 FY2015 FY2015 accountability Manager(s)         review log Quarter 3 date  
One-Page Strategic Plan One-Page Strategic Plan One-Page Strategic Plan One-Page Strategic Plan One-Page Strategic Plan Effective Date 7/1/2014 7/1/2014 7/1/2014 accountability Manager(s)         review log Quarter 4 date  
                                                             
Core Values/Beliefs Core Values/Beliefs Core Values/Beliefs Purpose Purpose Purpose Purpose Organization Targets Organization Targets Organization Targets Organization Targets Organization Targets Organization Targets Department Goals Department Goals Department Goals Department Goals Department Goals Department Goals Department Actions Department Actions Department Actions Department Actions Department Actions Department Actions Department Actions Personal Accountability Personal Accountability Personal Accountability Personal Accountability Personal Accountability
TH/CHE Foundation TH/CHE Foundation TH/CHE Foundation MHSM Strategic Direction MHSM Strategic Direction MHSM Strategic Direction MHSM Strategic Direction 1 year 1 year 1 year 1 year 1 year 1 year 1 year 1 year 1 year 1 year 1 year 1 year Quarter 2 Quarter 2 Quarter 2 Quarter 2 Quarter 2 Quarter 2 Quarter 2 Quarter 1 Quarter 1 Quarter 1 Quarter 1 Quarter 1
                                                         
  MISSION     Purpose Purpose     Future Date Future Date Goal     Year End Measure Year End Measure 2014 Actual Goal     Quarter Quarter Actual Goal     My Key Process Indicators My Key Process Indicators My Key Process Indicators My Key Process Indicators
  We, CHE Trinity Health, serve together in the spirit of the Gospel as a compassionate and transforming healing presence within our communities.     Inspired by our Catholic-faith tradition, Trinity Health will be distinguished by an unrelenting focus on clinical and service capabilities as we seek to create excellence in the care experience. Trinity Health will become the most trusted partner for life. Inspired by our Catholic-faith tradition, Trinity Health will be distinguished by an unrelenting focus on clinical and service capabilities as we seek to create excellence in the care experience. Trinity Health will become the most trusted partner for life.     Service Service                                 1 Coaching Kata Practice 12  
  We, CHE Trinity Health, serve together in the spirit of the Gospel as a compassionate and transforming healing presence within our communities.     Inspired by our Catholic-faith tradition, Trinity Health will be distinguished by an unrelenting focus on clinical and service capabilities as we seek to create excellence in the care experience. Trinity Health will become the most trusted partner for life. Inspired by our Catholic-faith tradition, Trinity Health will be distinguished by an unrelenting focus on clinical and service capabilities as we seek to create excellence in the care experience. Trinity Health will become the most trusted partner for life.     People Overall Perception of Safety People Overall Perception of Safety gt60     Overall Perception of Safety Overall Perception of Safety 37 gt60                 2 Colleague Rounding 100  
  We, CHE Trinity Health, serve together in the spirit of the Gospel as a compassionate and transforming healing presence within our communities.     Inspired by our Catholic-faith tradition, Trinity Health will be distinguished by an unrelenting focus on clinical and service capabilities as we seek to create excellence in the care experience. Trinity Health will become the most trusted partner for life. Inspired by our Catholic-faith tradition, Trinity Health will be distinguished by an unrelenting focus on clinical and service capabilities as we seek to create excellence in the care experience. Trinity Health will become the most trusted partner for life.     Actively Engaged Actively Engaged 30     My Voice is Heard My Voice is Heard 62 72     Defects Submitted Defects Submitted   24     3 Improvement Huddle 12  
  We, CHE Trinity Health, serve together in the spirit of the Gospel as a compassionate and transforming healing presence within our communities.     Inspired by our Catholic-faith tradition, Trinity Health will be distinguished by an unrelenting focus on clinical and service capabilities as we seek to create excellence in the care experience. Trinity Health will become the most trusted partner for life. Inspired by our Catholic-faith tradition, Trinity Health will be distinguished by an unrelenting focus on clinical and service capabilities as we seek to create excellence in the care experience. Trinity Health will become the most trusted partner for life.     Quality Quality       Actively Engaged Actively Engaged 20 30     PDCA's complete PDCA's complete   3       4      
  We, CHE Trinity Health, serve together in the spirit of the Gospel as a compassionate and transforming healing presence within our communities.     Inspired by our Catholic-faith tradition, Trinity Health will be distinguished by an unrelenting focus on clinical and service capabilities as we seek to create excellence in the care experience. Trinity Health will become the most trusted partner for life. Inspired by our Catholic-faith tradition, Trinity Health will be distinguished by an unrelenting focus on clinical and service capabilities as we seek to create excellence in the care experience. Trinity Health will become the most trusted partner for life.     Finance Finance                                 5      
  We, CHE Trinity Health, serve together in the spirit of the Gospel as a compassionate and transforming healing presence within our communities.     Inspired by our Catholic-faith tradition, Trinity Health will be distinguished by an unrelenting focus on clinical and service capabilities as we seek to create excellence in the care experience. Trinity Health will become the most trusted partner for life. Inspired by our Catholic-faith tradition, Trinity Health will be distinguished by an unrelenting focus on clinical and service capabilities as we seek to create excellence in the care experience. Trinity Health will become the most trusted partner for life.                                         "Voice of the Customer"  
  We, CHE Trinity Health, serve together in the spirit of the Gospel as a compassionate and transforming healing presence within our communities.                                              
      Brand Promise Brand Promise                  
  CORE VALUES     We empower you to be knowledgeable, informed and take an active role in your health care decisions. We empower you to be knowledgeable, informed and take an active role in your health care decisions.                  
  Reverence     We empower you to be knowledgeable, informed and take an active role in your health care decisions. We empower you to be knowledgeable, informed and take an active role in your health care decisions.                
  Commitment to those who are poor.     We empower you to be knowledgeable, informed and take an active role in your health care decisions. We empower you to be knowledgeable, informed and take an active role in your health care decisions.                
  Commitment to those who are poor.                    
  Justice     Actions Actions     Gold Priorities (3-5 Priorities) Gold Priorities (3-5 Priorities) Gold Priorities (3-5 Priorities) Gold Priorities (3-5 Priorities)     Annual Key Priorities Annual Key Priorities Annual Key Priorities Annual Key Priorities     Quarterly Priorities "the Big Rocks" Quarterly Priorities "the Big Rocks" Quarterly Priorities "the Big Rocks" Quarterly Priorities "the Big Rocks" Who   My 1st Quarterly Priorities plan/actual  
  Stewardship     To Live Values, Purpose, BHAG To Live Values, Purpose, BHAG     1 Attract, Develop and Retain Great People Attract, Develop and Retain Great People Attract, Develop and Retain Great People     1 Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain     1 Complete problem solving A3 analysis and define/run first experiment Complete problem solving A3 analysis and define/run first experiment Complete problem solving A3 analysis and define/run first experiment Scott   1 Develop coaching kata framework to practice with A3 lead weekly 12  
  Integrity     1 Community Benefit Ministry - Assure access to equitable care for all persons in our community improve health in measureable way.     1 Attract, Develop and Retain Great People Attract, Develop and Retain Great People Attract, Develop and Retain Great People     1 Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain     1 Complete problem solving A3 analysis and define/run first experiment Complete problem solving A3 analysis and define/run first experiment Complete problem solving A3 analysis and define/run first experiment Scott   1 Develop coaching kata framework to practice with A3 lead weekly 12  
        Community Benefit Ministry - Assure access to equitable care for all persons in our community improve health in measureable way.     1 Attract, Develop and Retain Great People Attract, Develop and Retain Great People Attract, Develop and Retain Great People     1 Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain     1 Complete problem solving A3 analysis and define/run first experiment Complete problem solving A3 analysis and define/run first experiment Complete problem solving A3 analysis and define/run first experiment Scott   1 Develop coaching kata framework to practice with A3 lead weekly 12  
  GUIDING BEHAVIORS       Community Benefit Ministry - Assure access to equitable care for all persons in our community improve health in measureable way.     2           2 Improve colleague engagement through colleague rounding Improve colleague engagement through colleague rounding Improve colleague engagement through colleague rounding     2 Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Steph   2 Bi-weekly user group for practice and scalability of prioritization matrix 6  
  We support each other in serving.     2 Excellence in Care Experience - Deliver the best care for every person, every time, in every location across our system of care.     2           2 Improve colleague engagement through colleague rounding Improve colleague engagement through colleague rounding Improve colleague engagement through colleague rounding     2 Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Steph   2 Bi-weekly user group for practice and scalability of prioritization matrix 6  
  We support each other in serving.       Excellence in Care Experience - Deliver the best care for every person, every time, in every location across our system of care.     2           2 Improve colleague engagement through colleague rounding Improve colleague engagement through colleague rounding Improve colleague engagement through colleague rounding     2 Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Steph   2 Bi-weekly user group for practice and scalability of prioritization matrix 6  
  We communicate openly, honestly, respectfully, and directly.       Excellence in Care Experience - Deliver the best care for every person, every time, in every location across our system of care.     3           3           3   3      
  We communicate openly, honestly, respectfully, and directly.     3 Best people/Spiritual Workplace Be recognized as culture that creates high performance attracts talent.     3           3           3   3      
  We communicate openly, honestly, respectfully, and directly.       Best people/Spiritual Workplace Be recognized as culture that creates high performance attracts talent.     3           3           3   3      
  We are fully present.       Best people/Spiritual Workplace Be recognized as culture that creates high performance attracts talent.     4           4           4           4      
  We are all accountable.     4 Financial Stewardship Develop and implement financial and operational processes to address health care reform.     4           4           4           4      
  We trust and assume goodness in intentions.       Financial Stewardship Develop and implement financial and operational processes to address health care reform.     4           4           4           4      
  We trust and assume goodness in intentions.       Financial Stewardship Develop and implement financial and operational processes to address health care reform.     5           5           5           5      
  We are continuous learners.     5 Accelerated Integration/System of Care - Develop an integrated system of care supported by technology and partnerships.     5           5           5           5      
  We are continuous learners.       Accelerated Integration/System of Care - Develop an integrated system of care supported by technology and partnerships.     5           5           5           5      
          Accelerated Integration/System of Care - Develop an integrated system of care supported by technology and partnerships.                        
  DIFFERENTIATING COMPETENCIES     6 Physician Alignment/ Accountable Health Network - Partner with physicians, patients and other key stakeholders to achieve patient centered excellence.                        
  DIFFERENTIATING COMPETENCIES     6 Physician Alignment/ Accountable Health Network - Partner with physicians, patients and other key stakeholders to achieve patient centered excellence.                        
  We will differentiate ourselves through-Excellence in implementation-Physician engagement and leadership-Patient-centered focus-Culture of safety and exceptional quality-Engagement of associates     6 Physician Alignment/ Accountable Health Network - Partner with physicians, patients and other key stakeholders to achieve patient centered excellence.                
  We will differentiate ourselves through-Excellence in implementation-Physician engagement and leadership-Patient-centered focus-Culture of safety and exceptional quality-Engagement of associates     6 Physician Alignment/ Accountable Health Network - Partner with physicians, patients and other key stakeholders to achieve patient centered excellence.                
  We will differentiate ourselves through-Excellence in implementation-Physician engagement and leadership-Patient-centered focus-Culture of safety and exceptional quality-Engagement of associates                    
  We will differentiate ourselves through-Excellence in implementation-Physician engagement and leadership-Patient-centered focus-Culture of safety and exceptional quality-Engagement of associates     BHAG BHAG                
  We will differentiate ourselves through-Excellence in implementation-Physician engagement and leadership-Patient-centered focus-Culture of safety and exceptional quality-Engagement of associates     Big Hairy Audacious Goal Big Hairy Audacious Goal                
  We will differentiate ourselves through-Excellence in implementation-Physician engagement and leadership-Patient-centered focus-Culture of safety and exceptional quality-Engagement of associates     In partnership with patients, physicians and others, we will transform our system of care to provide high value and exceptional experiences to the community. In partnership with patients, physicians and others, we will transform our system of care to provide high value and exceptional experiences to the community.                
  We will differentiate ourselves through-Excellence in implementation-Physician engagement and leadership-Patient-centered focus-Culture of safety and exceptional quality-Engagement of associates     In partnership with patients, physicians and others, we will transform our system of care to provide high value and exceptional experiences to the community. In partnership with patients, physicians and others, we will transform our system of care to provide high value and exceptional experiences to the community.                
  We will differentiate ourselves through-Excellence in implementation-Physician engagement and leadership-Patient-centered focus-Culture of safety and exceptional quality-Engagement of associates     In partnership with patients, physicians and others, we will transform our system of care to provide high value and exceptional experiences to the community. In partnership with patients, physicians and others, we will transform our system of care to provide high value and exceptional experiences to the community.                
  We will differentiate ourselves through-Excellence in implementation-Physician engagement and leadership-Patient-centered focus-Culture of safety and exceptional quality-Engagement of associates     In partnership with patients, physicians and others, we will transform our system of care to provide high value and exceptional experiences to the community. In partnership with patients, physicians and others, we will transform our system of care to provide high value and exceptional experiences to the community.                
  We will differentiate ourselves through-Excellence in implementation-Physician engagement and leadership-Patient-centered focus-Culture of safety and exceptional quality-Engagement of associates                    
              Critical Critical Critical Critical     Critical Critical Critical Critical Critical   Critical Critical Critical  
                                             
                                             
                                             
                                             
                                                             
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Strategic vs. Tactical
  • Strategic
  • Goal statements
  • Where do I want to be?
  • Tactical
  • Action statements
  • Roadmap to getting where I want to be.

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Watch vs. Driver Metrics
  • Watch Metric
  • High level measure
  • Influenced by multiple factors
  • Reviewed at longer intervals (yearly, quarterly,
    monthly)
  • Examples
  • Monthly Weight
  • H-CAHPS
  • Operating Margin
  • Driver Metric
  • Granular measure
  • Influenced by process and/or behavior
  • Reviewed at frequent intervals (weekly, daily)
  • Correlating Examples
  • Daily Calorie Intake
  • Intentional Rounding
  • Supply reorder process

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One Page Strategic Plan
Department Goals Department Goals Department Goals Department Goals Department Goals Department Goals
1 year 1 year 1 year 1 year 1 year 1 year
           
  Year End Measure Year End Measure 2014 Actual Goal  
           
  Overall Perception of Safety Overall Perception of Safety 37 gt60  
  My Voice is Heard My Voice is Heard 62 72  
  Actively Engaged Actively Engaged 20 30  
           
           
           
   
   
   
   
   
  Annual Key Priorities Annual Key Priorities Annual Key Priorities Annual Key Priorities  
  1 Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain  
  1 Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain  
  1 Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain  
  2 Improve colleague engagement through colleague rounding Improve colleague engagement through colleague rounding Improve colleague engagement through colleague rounding  
  2 Improve colleague engagement through colleague rounding Improve colleague engagement through colleague rounding Improve colleague engagement through colleague rounding  
  2 Improve colleague engagement through colleague rounding Improve colleague engagement through colleague rounding Improve colleague engagement through colleague rounding  
  3        
  3        
  3        
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  5        
  5        
Organization Targets Organization Targets Organization Targets Organization Targets Organization Targets Organization Targets
1 year 1 year 1 year 1 year 1 year 1 year
       
  Future Date Future Date Goal  
  Service Service    
  People Overall Perception of Safety People Overall Perception of Safety gt60  
  Actively Engaged Actively Engaged 30  
  Quality Quality    
  Finance Finance    
         
         
   
   
   
   
   
  Gold Priorities (3-5 Priorities) Gold Priorities (3-5 Priorities) Gold Priorities (3-5 Priorities) Gold Priorities (3-5 Priorities)  
  1 Attract, Develop and Retain Great People Attract, Develop and Retain Great People Attract, Develop and Retain Great People  
  1 Attract, Develop and Retain Great People Attract, Develop and Retain Great People Attract, Develop and Retain Great People  
  1 Attract, Develop and Retain Great People Attract, Develop and Retain Great People Attract, Develop and Retain Great People  
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  2        
  2        
  3        
  3        
  3        
  4        
  4        
  4        
  5        
  5        
  5        
Department Actions Department Actions Department Actions Department Actions Department Actions Department Actions Department Actions
Quarter 2 Quarter 2 Quarter 2 Quarter 2 Quarter 2 Quarter 2 Quarter 2
             
  Quarter Quarter Actual Goal  
             
           
  Defects Submitted Defects Submitted   24  
  PDCA's complete PDCA's complete   3    
             
             
             
   
   
 
 
 
  Quarterly Priorities "the Big Rocks" Quarterly Priorities "the Big Rocks" Quarterly Priorities "the Big Rocks" Quarterly Priorities "the Big Rocks" Who
  1 Complete problem solving A3 analysis and define/run first experiment Complete problem solving A3 analysis and define/run first experiment Complete problem solving A3 analysis and define/run first experiment Scott
  1 Complete problem solving A3 analysis and define/run first experiment Complete problem solving A3 analysis and define/run first experiment Complete problem solving A3 analysis and define/run first experiment Scott
  1 Complete problem solving A3 analysis and define/run first experiment Complete problem solving A3 analysis and define/run first experiment Complete problem solving A3 analysis and define/run first experiment Scott
  2 Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Steph
  2 Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Steph
  2 Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Steph
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  3
  3
  4        
  4        
  4        
  5        
  5        
  5        
Personal Accountability Personal Accountability Personal Accountability Personal Accountability Personal Accountability
Quarter 2 Quarter 2 Quarter 2 Quarter 2 Quarter 2
         
  My Key Process Indicators My Key Process Indicators My Key Process Indicators My Key Process Indicators
  1 Coaching Kata Practice 12  
  2 Colleague Rounding 100  
  3 Improvement Huddle 12  
  4      
  5      
  "Voice of the Customer"  
   
   
   
   
   
   
  My 1st Quarterly Priorities plan/actual  
  1 Develop coaching kata framework to practice with A3 lead weekly 12  
  1 Develop coaching kata framework to practice with A3 lead weekly 12  
  1 Develop coaching kata framework to practice with A3 lead weekly 12  
  2 Bi-weekly user group for practice and scalability of prioritization matrix 6  
  2 Bi-weekly user group for practice and scalability of prioritization matrix 6  
  2 Bi-weekly user group for practice and scalability of prioritization matrix 6  
  3      
  3      
  3      
  4      
  4      
  4      
  5      
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  5      
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Vision The Management System
9
Daily Leader Standard Work
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Leader Standard Work Tracker
                                                     
  Leader Name Leader Standardized Work Tracker Leader Standardized Work Tracker Leader Standardized Work Tracker Leader Standardized Work Tracker Leader Standardized Work Tracker Leader Standardized Work Tracker Leader Standardized Work Tracker Leader Standardized Work Tracker Leader Standardized Work Tracker Leader Standardized Work Tracker Leader Standardized Work Tracker Leader Standardized Work Tracker Leader Standardized Work Tracker Leader Standardized Work Tracker Leader Standardized Work Tracker Leader Standardized Work Tracker                  
                                                     
  MONTH WEEK 1 WEEK 1 WEEK 1 WEEK 1 WEEK 1 WEEK 1 WEEK 2 WEEK 2 WEEK 2 WEEK 2 WEEK 2 WEEK 2 WEEK 3 WEEK 3 WEEK 3 WEEK 3 WEEK 3 WEEK 3 WEEK 4 WEEK 4 WEEK 4 WEEK 4 WEEK 4 WEEK 4  
  Daily M T W TH F Total M T W TH F Total M T W TH F Total M T W TH F Total  
  Colleague Rounding 1 2 3 4 5 5 6 7 8 9 10 10 11 12 13 14 15 15 16 17 18 19 20 20  
                                                   
                                                     
                                                     
                                                     
                                                     
                                                     
                                                     
                                                     
                                                     
                                                     
  Available Hours                                                  
  Weekly Week 1 Week 1 Week 1 Week 1 Week 1 Total Week 2 Week 2 Week 2 Week 2 Week 2 Total Week 3 Week 3 Week 3 Week 3 Week 3 Total Week 4 Week 4 Week 4 Week 4 Week 4 Total  
  Sustainability Audits           1           1           1           1  
  Coaching Kata   1   1   1   1  
  Improvement Huddle defects PDCA defects PDCA defects PDCA defects PDCA defects PDCA 1 defects PDCA defects PDCA defects PDCA defects PDCA defects PDCA 1 defects PDCA defects PDCA defects PDCA defects PDCA defects PDCA 1 defects PDCA defects PDCA defects PDCA defects PDCA defects PDCA 1  
  Monthly Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2  
                                                     
                                                     
                                                     
11
Vision The Management System
12
Leader 1x1 Gemba
                   
  MONTH Leadership WEEKLY GEMBA 1 X 1 Agenda MONTH Leadership WEEKLY GEMBA 1 X 1 Agenda MONTH Leadership WEEKLY GEMBA 1 X 1 Agenda MONTH Leadership WEEKLY GEMBA 1 X 1 Agenda MONTH Leadership WEEKLY GEMBA 1 X 1 Agenda MONTH Leadership WEEKLY GEMBA 1 X 1 Agenda MONTH Leadership WEEKLY GEMBA 1 X 1 Agenda MONTH Leadership WEEKLY GEMBA 1 X 1 Agenda  
                   
  DURATION 15 minutes COACH Director Name Director Name Director Name LEADER Manager Name  
  STRATEGIC OBJECTIVE gather facts and data to support in coaching around leader standard work, personal value add, critical numbers, coaching STRATEGIC OBJECTIVE gather facts and data to support in coaching around leader standard work, personal value add, critical numbers, coaching STRATEGIC OBJECTIVE gather facts and data to support in coaching around leader standard work, personal value add, critical numbers, coaching STRATEGIC OBJECTIVE gather facts and data to support in coaching around leader standard work, personal value add, critical numbers, coaching STRATEGIC OBJECTIVE gather facts and data to support in coaching around leader standard work, personal value add, critical numbers, coaching STRATEGIC OBJECTIVE gather facts and data to support in coaching around leader standard work, personal value add, critical numbers, coaching STRATEGIC OBJECTIVE gather facts and data to support in coaching around leader standard work, personal value add, critical numbers, coaching STRATEGIC OBJECTIVE gather facts and data to support in coaching around leader standard work, personal value add, critical numbers, coaching  
                   
  PREP have all tools ready to discuss (One Page Quarterly Personal Plan Column, Personal LSW tracker Action Item Lists) PREP have all tools ready to discuss (One Page Quarterly Personal Plan Column, Personal LSW tracker Action Item Lists) PREP have all tools ready to discuss (One Page Quarterly Personal Plan Column, Personal LSW tracker Action Item Lists) PREP have all tools ready to discuss (One Page Quarterly Personal Plan Column, Personal LSW tracker Action Item Lists) PREP have all tools ready to discuss (One Page Quarterly Personal Plan Column, Personal LSW tracker Action Item Lists) PREP have all tools ready to discuss (One Page Quarterly Personal Plan Column, Personal LSW tracker Action Item Lists) PREP have all tools ready to discuss (One Page Quarterly Personal Plan Column, Personal LSW tracker Action Item Lists) PREP have all tools ready to discuss (One Page Quarterly Personal Plan Column, Personal LSW tracker Action Item Lists)  
  Agenda item Agenda item Week 1 Week 2 Week 3 Week 4  
  Quarterly Priorities Quarterly Priorities         Barriers, prioritization, coaching Barriers, prioritization, coaching  
  OPS A3 Problem solving A3 "my voice is heard"coaching kata practice OPS A3 Problem solving A3 "my voice is heard"coaching kata practice 1 1 1 1      
  Colleague Engagement User group for practice and scalability of prioritization matrix Colleague Engagement User group for practice and scalability of prioritization matrix   1   1      
  Leader Standard Work (plan vs actual) Leader Standard Work (plan vs actual)         Barriers, prioritization, coaching Barriers, prioritization, coaching  
  Colleague Rounding Colleague Rounding 5 10 15 20      
  Improvement Huddle Improvement Huddle 1 1 1 1      
  defects submitted defects submitted 2 2 2 2      
  Sustainability Audits Sustainability Audits 1 1 1 1      
  Critical Number-Productivity Critical Number-Productivity         Barriers/coaching/corrective actions needed Barriers/coaching/corrective actions needed  
                   
                   
  Critical Number-Voice of Customer Critical Number-Voice of Customer         Barriers/coaching/corrective actions needed Barriers/coaching/corrective actions needed  
                   
                   
  Review Action Item List Review Action Item List         Update Action List Update Action List  
  Any new actions from this week? Any new actions from this week?              
  Learning/Reflection---value of this experience adjustments and corrective actions Learning/Reflection---value of this experience adjustments and corrective actions Learning/Reflection---value of this experience adjustments and corrective actions Learning/Reflection---value of this experience adjustments and corrective actions Learning/Reflection---value of this experience adjustments and corrective actions Learning/Reflection---value of this experience adjustments and corrective actions Learning/Reflection---value of this experience adjustments and corrective actions Learning/Reflection---value of this experience adjustments and corrective actions  
                   
                   
13
Improvement Huddle
AGENDA
DEFECT PARETO
JUST DO IT ACTION LIST
PDCA (3)
CONTINUOUS IMPROVEMENT QUEUE
A3 (2)
INCOMING DEFECTs
14
Audit Cards
15
Audit Compliance
Bloody Specimen Audit Schedule/Weekly Results Bloody Specimen Audit Schedule/Weekly Results Bloody Specimen Audit Schedule/Weekly Results Bloody Specimen Audit Schedule/Weekly Results Bloody Specimen Audit Schedule/Weekly Results Bloody Specimen Audit Schedule/Weekly Results Bloody Specimen Audit Schedule/Weekly Results Bloody Specimen Audit Schedule/Weekly Results Bloody Specimen Audit Schedule/Weekly Results Bloody Specimen Audit Schedule/Weekly Results Bloody Specimen Audit Schedule/Weekly Results Bloody Specimen Audit Schedule/Weekly Results Bloody Specimen Audit Schedule/Weekly Results

Please indicate Auditor's initials and date in bottom half of box and audit score in top half of box Please indicate Auditor's initials and date in bottom half of box and audit score in top half of box Please indicate Auditor's initials and date in bottom half of box and audit score in top half of box Please indicate Auditor's initials and date in bottom half of box and audit score in top half of box Please indicate Auditor's initials and date in bottom half of box and audit score in top half of box Please indicate Auditor's initials and date in bottom half of box and audit score in top half of box Please indicate Auditor's initials and date in bottom half of box and audit score in top half of box Please indicate Auditor's initials and date in bottom half of box and audit score in top half of box Please indicate Auditor's initials and date in bottom half of box and audit score in top half of box Please indicate Auditor's initials and date in bottom half of box and audit score in top half of box Please indicate Auditor's initials and date in bottom half of box and audit score in top half of box Please indicate Auditor's initials and date in bottom half of box and audit score in top half of box Please indicate Auditor's initials and date in bottom half of box and audit score in top half of box
Week 5            
Week 4            
Week 3            
Week 2            
Week 1                        
Oct Nov Dec Jan Feb. Mar

16
Closed Loop System for Sustainability
17
Vision The Management System
18
Thank You!
  • Barnas, Kim - Beyond Heroes
  • Flinchbaugh, Jamie - The Hitchhikers Guide to
    Lean
  • Harnish, Verne - Mastering the Rockefeller Habits
  • Liker, Jeffrey - The Toyota Way to Lean
    Leadership
  • Mann, David - Creating a Lean Culture
  • Michigan Lean Consortium
  • Rother, Mike - Toyota Kata
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Leveraging Lean Management: The System, Tools, and Teacher

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Leveraging Lean Management: The System, Tools, and Teacher Margy Dayton, BSN, RN Senior Process Excellence Consultant Heather Toppen Senior Process Excellence Consultant – PowerPoint PPT presentation

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Title: Leveraging Lean Management: The System, Tools, and Teacher


1
Leveraging Lean Management The System, Tools,
and Teacher
Margy Dayton, BSN, RN Senior Process Excellence
Consultant Heather Toppen Senior Process
Excellence Consultant
2
Our Teachers
  • Barnas, Kim - Beyond Heroes
  • Flinchbaugh, Jamie - The Hitchhikers Guide to
    Lean
  • Harnish, Verne - Mastering the Rockefeller Habits
  • Liker, Jeffrey - The Toyota Way to Lean
    Leadership
  • Mann, David - Creating a Lean Culture
  • Michigan Lean Consortium
  • Rother, Mike - Toyota Kata

3
Vision The Management System
4
One Page Strategic Plan
Organization Saint Mary's Saint Mary's Saint Mary's accountability SLT   review log Quarter 1 date  
Department accountability Director         review log Quarter 2 date  
One-Page Strategic Plan One-Page Strategic Plan One-Page Strategic Plan One-Page Strategic Plan One-Page Strategic Plan Planning Cycle FY2015 FY2015 FY2015 accountability Manager(s)         review log Quarter 3 date  
One-Page Strategic Plan One-Page Strategic Plan One-Page Strategic Plan One-Page Strategic Plan One-Page Strategic Plan Effective Date 7/1/2014 7/1/2014 7/1/2014 accountability Manager(s)         review log Quarter 4 date  
                                                             
Core Values/Beliefs Core Values/Beliefs Core Values/Beliefs Purpose Purpose Purpose Purpose Organization Targets Organization Targets Organization Targets Organization Targets Organization Targets Organization Targets Department Goals Department Goals Department Goals Department Goals Department Goals Department Goals Department Actions Department Actions Department Actions Department Actions Department Actions Department Actions Department Actions Personal Accountability Personal Accountability Personal Accountability Personal Accountability Personal Accountability
TH/CHE Foundation TH/CHE Foundation TH/CHE Foundation MHSM Strategic Direction MHSM Strategic Direction MHSM Strategic Direction MHSM Strategic Direction 1 year 1 year 1 year 1 year 1 year 1 year 1 year 1 year 1 year 1 year 1 year 1 year Quarter 2 Quarter 2 Quarter 2 Quarter 2 Quarter 2 Quarter 2 Quarter 2 Quarter 1 Quarter 1 Quarter 1 Quarter 1 Quarter 1
                                                         
  MISSION     Purpose Purpose     Future Date Future Date Goal     Year End Measure Year End Measure 2014 Actual Goal     Quarter Quarter Actual Goal     My Key Process Indicators My Key Process Indicators My Key Process Indicators My Key Process Indicators
  We, CHE Trinity Health, serve together in the spirit of the Gospel as a compassionate and transforming healing presence within our communities.     Inspired by our Catholic-faith tradition, Trinity Health will be distinguished by an unrelenting focus on clinical and service capabilities as we seek to create excellence in the care experience. Trinity Health will become the most trusted partner for life. Inspired by our Catholic-faith tradition, Trinity Health will be distinguished by an unrelenting focus on clinical and service capabilities as we seek to create excellence in the care experience. Trinity Health will become the most trusted partner for life.     Service Service                                 1 Coaching Kata Practice 12  
  We, CHE Trinity Health, serve together in the spirit of the Gospel as a compassionate and transforming healing presence within our communities.     Inspired by our Catholic-faith tradition, Trinity Health will be distinguished by an unrelenting focus on clinical and service capabilities as we seek to create excellence in the care experience. Trinity Health will become the most trusted partner for life. Inspired by our Catholic-faith tradition, Trinity Health will be distinguished by an unrelenting focus on clinical and service capabilities as we seek to create excellence in the care experience. Trinity Health will become the most trusted partner for life.     People Overall Perception of Safety People Overall Perception of Safety gt60     Overall Perception of Safety Overall Perception of Safety 37 gt60                 2 Colleague Rounding 100  
  We, CHE Trinity Health, serve together in the spirit of the Gospel as a compassionate and transforming healing presence within our communities.     Inspired by our Catholic-faith tradition, Trinity Health will be distinguished by an unrelenting focus on clinical and service capabilities as we seek to create excellence in the care experience. Trinity Health will become the most trusted partner for life. Inspired by our Catholic-faith tradition, Trinity Health will be distinguished by an unrelenting focus on clinical and service capabilities as we seek to create excellence in the care experience. Trinity Health will become the most trusted partner for life.     Actively Engaged Actively Engaged 30     My Voice is Heard My Voice is Heard 62 72     Defects Submitted Defects Submitted   24     3 Improvement Huddle 12  
  We, CHE Trinity Health, serve together in the spirit of the Gospel as a compassionate and transforming healing presence within our communities.     Inspired by our Catholic-faith tradition, Trinity Health will be distinguished by an unrelenting focus on clinical and service capabilities as we seek to create excellence in the care experience. Trinity Health will become the most trusted partner for life. Inspired by our Catholic-faith tradition, Trinity Health will be distinguished by an unrelenting focus on clinical and service capabilities as we seek to create excellence in the care experience. Trinity Health will become the most trusted partner for life.     Quality Quality       Actively Engaged Actively Engaged 20 30     PDCA's complete PDCA's complete   3       4      
  We, CHE Trinity Health, serve together in the spirit of the Gospel as a compassionate and transforming healing presence within our communities.     Inspired by our Catholic-faith tradition, Trinity Health will be distinguished by an unrelenting focus on clinical and service capabilities as we seek to create excellence in the care experience. Trinity Health will become the most trusted partner for life. Inspired by our Catholic-faith tradition, Trinity Health will be distinguished by an unrelenting focus on clinical and service capabilities as we seek to create excellence in the care experience. Trinity Health will become the most trusted partner for life.     Finance Finance                                 5      
  We, CHE Trinity Health, serve together in the spirit of the Gospel as a compassionate and transforming healing presence within our communities.     Inspired by our Catholic-faith tradition, Trinity Health will be distinguished by an unrelenting focus on clinical and service capabilities as we seek to create excellence in the care experience. Trinity Health will become the most trusted partner for life. Inspired by our Catholic-faith tradition, Trinity Health will be distinguished by an unrelenting focus on clinical and service capabilities as we seek to create excellence in the care experience. Trinity Health will become the most trusted partner for life.                                         "Voice of the Customer"  
  We, CHE Trinity Health, serve together in the spirit of the Gospel as a compassionate and transforming healing presence within our communities.                                              
      Brand Promise Brand Promise                  
  CORE VALUES     We empower you to be knowledgeable, informed and take an active role in your health care decisions. We empower you to be knowledgeable, informed and take an active role in your health care decisions.                  
  Reverence     We empower you to be knowledgeable, informed and take an active role in your health care decisions. We empower you to be knowledgeable, informed and take an active role in your health care decisions.                
  Commitment to those who are poor.     We empower you to be knowledgeable, informed and take an active role in your health care decisions. We empower you to be knowledgeable, informed and take an active role in your health care decisions.                
  Commitment to those who are poor.                    
  Justice     Actions Actions     Gold Priorities (3-5 Priorities) Gold Priorities (3-5 Priorities) Gold Priorities (3-5 Priorities) Gold Priorities (3-5 Priorities)     Annual Key Priorities Annual Key Priorities Annual Key Priorities Annual Key Priorities     Quarterly Priorities "the Big Rocks" Quarterly Priorities "the Big Rocks" Quarterly Priorities "the Big Rocks" Quarterly Priorities "the Big Rocks" Who   My 1st Quarterly Priorities plan/actual  
  Stewardship     To Live Values, Purpose, BHAG To Live Values, Purpose, BHAG     1 Attract, Develop and Retain Great People Attract, Develop and Retain Great People Attract, Develop and Retain Great People     1 Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain     1 Complete problem solving A3 analysis and define/run first experiment Complete problem solving A3 analysis and define/run first experiment Complete problem solving A3 analysis and define/run first experiment Scott   1 Develop coaching kata framework to practice with A3 lead weekly 12  
  Integrity     1 Community Benefit Ministry - Assure access to equitable care for all persons in our community improve health in measureable way.     1 Attract, Develop and Retain Great People Attract, Develop and Retain Great People Attract, Develop and Retain Great People     1 Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain     1 Complete problem solving A3 analysis and define/run first experiment Complete problem solving A3 analysis and define/run first experiment Complete problem solving A3 analysis and define/run first experiment Scott   1 Develop coaching kata framework to practice with A3 lead weekly 12  
        Community Benefit Ministry - Assure access to equitable care for all persons in our community improve health in measureable way.     1 Attract, Develop and Retain Great People Attract, Develop and Retain Great People Attract, Develop and Retain Great People     1 Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain     1 Complete problem solving A3 analysis and define/run first experiment Complete problem solving A3 analysis and define/run first experiment Complete problem solving A3 analysis and define/run first experiment Scott   1 Develop coaching kata framework to practice with A3 lead weekly 12  
  GUIDING BEHAVIORS       Community Benefit Ministry - Assure access to equitable care for all persons in our community improve health in measureable way.     2           2 Improve colleague engagement through colleague rounding Improve colleague engagement through colleague rounding Improve colleague engagement through colleague rounding     2 Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Steph   2 Bi-weekly user group for practice and scalability of prioritization matrix 6  
  We support each other in serving.     2 Excellence in Care Experience - Deliver the best care for every person, every time, in every location across our system of care.     2           2 Improve colleague engagement through colleague rounding Improve colleague engagement through colleague rounding Improve colleague engagement through colleague rounding     2 Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Steph   2 Bi-weekly user group for practice and scalability of prioritization matrix 6  
  We support each other in serving.       Excellence in Care Experience - Deliver the best care for every person, every time, in every location across our system of care.     2           2 Improve colleague engagement through colleague rounding Improve colleague engagement through colleague rounding Improve colleague engagement through colleague rounding     2 Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Steph   2 Bi-weekly user group for practice and scalability of prioritization matrix 6  
  We communicate openly, honestly, respectfully, and directly.       Excellence in Care Experience - Deliver the best care for every person, every time, in every location across our system of care.     3           3           3   3      
  We communicate openly, honestly, respectfully, and directly.     3 Best people/Spiritual Workplace Be recognized as culture that creates high performance attracts talent.     3           3           3   3      
  We communicate openly, honestly, respectfully, and directly.       Best people/Spiritual Workplace Be recognized as culture that creates high performance attracts talent.     3           3           3   3      
  We are fully present.       Best people/Spiritual Workplace Be recognized as culture that creates high performance attracts talent.     4           4           4           4      
  We are all accountable.     4 Financial Stewardship Develop and implement financial and operational processes to address health care reform.     4           4           4           4      
  We trust and assume goodness in intentions.       Financial Stewardship Develop and implement financial and operational processes to address health care reform.     4           4           4           4      
  We trust and assume goodness in intentions.       Financial Stewardship Develop and implement financial and operational processes to address health care reform.     5           5           5           5      
  We are continuous learners.     5 Accelerated Integration/System of Care - Develop an integrated system of care supported by technology and partnerships.     5           5           5           5      
  We are continuous learners.       Accelerated Integration/System of Care - Develop an integrated system of care supported by technology and partnerships.     5           5           5           5      
          Accelerated Integration/System of Care - Develop an integrated system of care supported by technology and partnerships.                        
  DIFFERENTIATING COMPETENCIES     6 Physician Alignment/ Accountable Health Network - Partner with physicians, patients and other key stakeholders to achieve patient centered excellence.                        
  DIFFERENTIATING COMPETENCIES     6 Physician Alignment/ Accountable Health Network - Partner with physicians, patients and other key stakeholders to achieve patient centered excellence.                        
  We will differentiate ourselves through-Excellence in implementation-Physician engagement and leadership-Patient-centered focus-Culture of safety and exceptional quality-Engagement of associates     6 Physician Alignment/ Accountable Health Network - Partner with physicians, patients and other key stakeholders to achieve patient centered excellence.                
  We will differentiate ourselves through-Excellence in implementation-Physician engagement and leadership-Patient-centered focus-Culture of safety and exceptional quality-Engagement of associates     6 Physician Alignment/ Accountable Health Network - Partner with physicians, patients and other key stakeholders to achieve patient centered excellence.                
  We will differentiate ourselves through-Excellence in implementation-Physician engagement and leadership-Patient-centered focus-Culture of safety and exceptional quality-Engagement of associates                    
  We will differentiate ourselves through-Excellence in implementation-Physician engagement and leadership-Patient-centered focus-Culture of safety and exceptional quality-Engagement of associates     BHAG BHAG                
  We will differentiate ourselves through-Excellence in implementation-Physician engagement and leadership-Patient-centered focus-Culture of safety and exceptional quality-Engagement of associates     Big Hairy Audacious Goal Big Hairy Audacious Goal                
  We will differentiate ourselves through-Excellence in implementation-Physician engagement and leadership-Patient-centered focus-Culture of safety and exceptional quality-Engagement of associates     In partnership with patients, physicians and others, we will transform our system of care to provide high value and exceptional experiences to the community. In partnership with patients, physicians and others, we will transform our system of care to provide high value and exceptional experiences to the community.                
  We will differentiate ourselves through-Excellence in implementation-Physician engagement and leadership-Patient-centered focus-Culture of safety and exceptional quality-Engagement of associates     In partnership with patients, physicians and others, we will transform our system of care to provide high value and exceptional experiences to the community. In partnership with patients, physicians and others, we will transform our system of care to provide high value and exceptional experiences to the community.                
  We will differentiate ourselves through-Excellence in implementation-Physician engagement and leadership-Patient-centered focus-Culture of safety and exceptional quality-Engagement of associates     In partnership with patients, physicians and others, we will transform our system of care to provide high value and exceptional experiences to the community. In partnership with patients, physicians and others, we will transform our system of care to provide high value and exceptional experiences to the community.                
  We will differentiate ourselves through-Excellence in implementation-Physician engagement and leadership-Patient-centered focus-Culture of safety and exceptional quality-Engagement of associates     In partnership with patients, physicians and others, we will transform our system of care to provide high value and exceptional experiences to the community. In partnership with patients, physicians and others, we will transform our system of care to provide high value and exceptional experiences to the community.                
  We will differentiate ourselves through-Excellence in implementation-Physician engagement and leadership-Patient-centered focus-Culture of safety and exceptional quality-Engagement of associates                    
              Critical Critical Critical Critical     Critical Critical Critical Critical Critical   Critical Critical Critical  
                                             
                                             
                                             
                                             
                                                             
5
Strategic vs. Tactical
  • Strategic
  • Goal statements
  • Where do I want to be?
  • Tactical
  • Action statements
  • Roadmap to getting where I want to be.

6
Watch vs. Driver Metrics
  • Watch Metric
  • High level measure
  • Influenced by multiple factors
  • Reviewed at longer intervals (yearly, quarterly,
    monthly)
  • Examples
  • Monthly Weight
  • H-CAHPS
  • Operating Margin
  • Driver Metric
  • Granular measure
  • Influenced by process and/or behavior
  • Reviewed at frequent intervals (weekly, daily)
  • Correlating Examples
  • Daily Calorie Intake
  • Intentional Rounding
  • Supply reorder process

7
One Page Strategic Plan
Department Goals Department Goals Department Goals Department Goals Department Goals Department Goals
1 year 1 year 1 year 1 year 1 year 1 year
           
  Year End Measure Year End Measure 2014 Actual Goal  
           
  Overall Perception of Safety Overall Perception of Safety 37 gt60  
  My Voice is Heard My Voice is Heard 62 72  
  Actively Engaged Actively Engaged 20 30  
           
           
           
   
   
   
   
   
  Annual Key Priorities Annual Key Priorities Annual Key Priorities Annual Key Priorities  
  1 Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain  
  1 Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain  
  1 Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain Improve overall perception of safety through problem solving A3 around "My Voice is Heard" domain  
  2 Improve colleague engagement through colleague rounding Improve colleague engagement through colleague rounding Improve colleague engagement through colleague rounding  
  2 Improve colleague engagement through colleague rounding Improve colleague engagement through colleague rounding Improve colleague engagement through colleague rounding  
  2 Improve colleague engagement through colleague rounding Improve colleague engagement through colleague rounding Improve colleague engagement through colleague rounding  
  3        
  3        
  3        
  4        
  4        
  4        
  5        
  5        
  5        
Organization Targets Organization Targets Organization Targets Organization Targets Organization Targets Organization Targets
1 year 1 year 1 year 1 year 1 year 1 year
       
  Future Date Future Date Goal  
  Service Service    
  People Overall Perception of Safety People Overall Perception of Safety gt60  
  Actively Engaged Actively Engaged 30  
  Quality Quality    
  Finance Finance    
         
         
   
   
   
   
   
  Gold Priorities (3-5 Priorities) Gold Priorities (3-5 Priorities) Gold Priorities (3-5 Priorities) Gold Priorities (3-5 Priorities)  
  1 Attract, Develop and Retain Great People Attract, Develop and Retain Great People Attract, Develop and Retain Great People  
  1 Attract, Develop and Retain Great People Attract, Develop and Retain Great People Attract, Develop and Retain Great People  
  1 Attract, Develop and Retain Great People Attract, Develop and Retain Great People Attract, Develop and Retain Great People  
  2        
  2        
  2        
  3        
  3        
  3        
  4        
  4        
  4        
  5        
  5        
  5        
Department Actions Department Actions Department Actions Department Actions Department Actions Department Actions Department Actions
Quarter 2 Quarter 2 Quarter 2 Quarter 2 Quarter 2 Quarter 2 Quarter 2
             
  Quarter Quarter Actual Goal  
             
           
  Defects Submitted Defects Submitted   24  
  PDCA's complete PDCA's complete   3    
             
             
             
   
   
 
 
 
  Quarterly Priorities "the Big Rocks" Quarterly Priorities "the Big Rocks" Quarterly Priorities "the Big Rocks" Quarterly Priorities "the Big Rocks" Who
  1 Complete problem solving A3 analysis and define/run first experiment Complete problem solving A3 analysis and define/run first experiment Complete problem solving A3 analysis and define/run first experiment Scott
  1 Complete problem solving A3 analysis and define/run first experiment Complete problem solving A3 analysis and define/run first experiment Complete problem solving A3 analysis and define/run first experiment Scott
  1 Complete problem solving A3 analysis and define/run first experiment Complete problem solving A3 analysis and define/run first experiment Complete problem solving A3 analysis and define/run first experiment Scott
  2 Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Steph
  2 Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Steph
  2 Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Develop prioritization matrix to manage high volume of defects incorporate into improvement huddle agenda Steph
  3
  3
  3
  4        
  4        
  4        
  5        
  5        
  5        
Personal Accountability Personal Accountability Personal Accountability Personal Accountability Personal Accountability
Quarter 2 Quarter 2 Quarter 2 Quarter 2 Quarter 2
         
  My Key Process Indicators My Key Process Indicators My Key Process Indicators My Key Process Indicators
  1 Coaching Kata Practice 12  
  2 Colleague Rounding 100  
  3 Improvement Huddle 12  
  4      
  5      
  "Voice of the Customer"  
   
   
   
   
   
   
  My 1st Quarterly Priorities plan/actual  
  1 Develop coaching kata framework to practice with A3 lead weekly 12  
  1 Develop coaching kata framework to practice with A3 lead weekly 12  
  1 Develop coaching kata framework to practice with A3 lead weekly 12  
  2 Bi-weekly user group for practice and scalability of prioritization matrix 6  
  2 Bi-weekly user group for practice and scalability of prioritization matrix 6  
  2 Bi-weekly user group for practice and scalability of prioritization matrix 6  
  3      
  3      
  3      
  4      
  4      
  4      
  5      
  5      
  5      
8
Vision The Management System
9
Daily Leader Standard Work
10
Leader Standard Work Tracker
                                                     
  Leader Name Leader Standardized Work Tracker Leader Standardized Work Tracker Leader Standardized Work Tracker Leader Standardized Work Tracker Leader Standardized Work Tracker Leader Standardized Work Tracker Leader Standardized Work Tracker Leader Standardized Work Tracker Leader Standardized Work Tracker Leader Standardized Work Tracker Leader Standardized Work Tracker Leader Standardized Work Tracker Leader Standardized Work Tracker Leader Standardized Work Tracker Leader Standardized Work Tracker Leader Standardized Work Tracker                  
                                                     
  MONTH WEEK 1 WEEK 1 WEEK 1 WEEK 1 WEEK 1 WEEK 1 WEEK 2 WEEK 2 WEEK 2 WEEK 2 WEEK 2 WEEK 2 WEEK 3 WEEK 3 WEEK 3 WEEK 3 WEEK 3 WEEK 3 WEEK 4 WEEK 4 WEEK 4 WEEK 4 WEEK 4 WEEK 4  
  Daily M T W TH F Total M T W TH F Total M T W TH F Total M T W TH F Total  
  Colleague Rounding 1 2 3 4 5 5 6 7 8 9 10 10 11 12 13 14 15 15 16 17 18 19 20 20  
                                                   
                                                     
                                                     
                                                     
                                                     
                                                     
                                                     
                                                     
                                                     
                                                     
  Available Hours                                                  
  Weekly Week 1 Week 1 Week 1 Week 1 Week 1 Total Week 2 Week 2 Week 2 Week 2 Week 2 Total Week 3 Week 3 Week 3 Week 3 Week 3 Total Week 4 Week 4 Week 4 Week 4 Week 4 Total  
  Sustainability Audits           1           1           1           1  
  Coaching Kata   1   1   1   1  
  Improvement Huddle defects PDCA defects PDCA defects PDCA defects PDCA defects PDCA 1 defects PDCA defects PDCA defects PDCA defects PDCA defects PDCA 1 defects PDCA defects PDCA defects PDCA defects PDCA defects PDCA 1 defects PDCA defects PDCA defects PDCA defects PDCA defects PDCA 1  
  Monthly Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2 Month 1 of Quarter 2  
                                                     
                                                     
                                                     
11
Vision The Management System
12
Leader 1x1 Gemba
                   
  MONTH Leadership WEEKLY GEMBA 1 X 1 Agenda MONTH Leadership WEEKLY GEMBA 1 X 1 Agenda MONTH Leadership WEEKLY GEMBA 1 X 1 Agenda MONTH Leadership WEEKLY GEMBA 1 X 1 Agenda MONTH Leadership WEEKLY GEMBA 1 X 1 Agenda MONTH Leadership WEEKLY GEMBA 1 X 1 Agenda MONTH Leadership WEEKLY GEMBA 1 X 1 Agenda MONTH Leadership WEEKLY GEMBA 1 X 1 Agenda  
                   
  DURATION 15 minutes COACH Director Name Director Name Director Name LEADER Manager Name  
  STRATEGIC OBJECTIVE gather facts and data to support in coaching around leader standard work, personal value add, critical numbers, coaching STRATEGIC OBJECTIVE gather facts and data to support in coaching around leader standard work, personal value add, critical numbers, coaching STRATEGIC OBJECTIVE gather facts and data to support in coaching around leader standard work, personal value add, critical numbers, coaching STRATEGIC OBJECTIVE gather facts and data to support in coaching around leader standard work, personal value add, critical numbers, coaching STRATEGIC OBJECTIVE gather facts and data to support in coaching around leader standard work, personal value add, critical numbers, coaching STRATEGIC OBJECTIVE gather facts and data to support in coaching around leader standard work, personal value add, critical numbers, coaching STRATEGIC OBJECTIVE gather facts and data to support in coaching around leader standard work, personal value add, critical numbers, coaching STRATEGIC OBJECTIVE gather facts and data to support in coaching around leader standard work, personal value add, critical numbers, coaching  
                   
  PREP have all tools ready to discuss (One Page Quarterly Personal Plan Column, Personal LSW tracker Action Item Lists) PREP have all tools ready to discuss (One Page Quarterly Personal Plan Column, Personal LSW tracker Action Item Lists) PREP have all tools ready to discuss (One Page Quarterly Personal Plan Column, Personal LSW tracker Action Item Lists) PREP have all tools ready to discuss (One Page Quarterly Personal Plan Column, Personal LSW tracker Action Item Lists) PREP have all tools ready to discuss (One Page Quarterly Personal Plan Column, Personal LSW tracker Action Item Lists) PREP have all tools ready to discuss (One Page Quarterly Personal Plan Column, Personal LSW tracker Action Item Lists) PREP have all tools ready to discuss (One Page Quarterly Personal Plan Column, Personal LSW tracker Action Item Lists) PREP have all tools ready to discuss (One Page Quarterly Personal Plan Column, Personal LSW tracker Action Item Lists)  
  Agenda item Agenda item Week 1 Week 2 Week 3 Week 4  
  Quarterly Priorities Quarterly Priorities         Barriers, prioritization, coaching Barriers, prioritization, coaching  
  OPS A3 Problem solving A3 "my voice is heard"coaching kata practice OPS A3 Problem solving A3 "my voice is heard"coaching kata practice 1 1 1 1      
  Colleague Engagement User group for practice and scalability of prioritization matrix Colleague Engagement User group for practice and scalability of prioritization matrix   1   1      
  Leader Standard Work (plan vs actual) Leader Standard Work (plan vs actual)         Barriers, prioritization, coaching Barriers, prioritization, coaching  
  Colleague Rounding Colleague Rounding 5 10 15 20      
  Improvement Huddle Improvement Huddle 1 1 1 1      
  defects submitted defects submitted 2 2 2 2      
  Sustainability Audits Sustainability Audits 1 1 1 1      
  Critical Number-Productivity Critical Number-Productivity         Barriers/coaching/corrective actions needed Barriers/coaching/corrective actions needed  
                   
                   
  Critical Number-Voice of Customer Critical Number-Voice of Customer         Barriers/coaching/corrective actions needed Barriers/coaching/corrective actions needed  
                   
                   
  Review Action Item List Review Action Item List         Update Action List Update Action List  
  Any new actions from this week? Any new actions from this week?              
  Learning/Reflection---value of this experience adjustments and corrective actions Learning/Reflection---value of this experience adjustments and corrective actions Learning/Reflection---value of this experience adjustments and corrective actions Learning/Reflection---value of this experience adjustments and corrective actions Learning/Reflection---value of this experience adjustments and corrective actions Learning/Reflection---value of this experience adjustments and corrective actions Learning/Reflection---value of this experience adjustments and corrective actions Learning/Reflection---value of this experience adjustments and corrective actions  
                   
                   
13
Improvement Huddle
AGENDA
DEFECT PARETO
JUST DO IT ACTION LIST
PDCA (3)
CONTINUOUS IMPROVEMENT QUEUE
A3 (2)
INCOMING DEFECTs
14
Audit Cards
15
Audit Compliance
Bloody Specimen Audit Schedule/Weekly Results Bloody Specimen Audit Schedule/Weekly Results Bloody Specimen Audit Schedule/Weekly Results Bloody Specimen Audit Schedule/Weekly Results Bloody Specimen Audit Schedule/Weekly Results Bloody Specimen Audit Schedule/Weekly Results Bloody Specimen Audit Schedule/Weekly Results Bloody Specimen Audit Schedule/Weekly Results Bloody Specimen Audit Schedule/Weekly Results Bloody Specimen Audit Schedule/Weekly Results Bloody Specimen Audit Schedule/Weekly Results Bloody Specimen Audit Schedule/Weekly Results Bloody Specimen Audit Schedule/Weekly Results

Please indicate Auditor's initials and date in bottom half of box and audit score in top half of box Please indicate Auditor's initials and date in bottom half of box and audit score in top half of box Please indicate Auditor's initials and date in bottom half of box and audit score in top half of box Please indicate Auditor's initials and date in bottom half of box and audit score in top half of box Please indicate Auditor's initials and date in bottom half of box and audit score in top half of box Please indicate Auditor's initials and date in bottom half of box and audit score in top half of box Please indicate Auditor's initials and date in bottom half of box and audit score in top half of box Please indicate Auditor's initials and date in bottom half of box and audit score in top half of box Please indicate Auditor's initials and date in bottom half of box and audit score in top half of box Please indicate Auditor's initials and date in bottom half of box and audit score in top half of box Please indicate Auditor's initials and date in bottom half of box and audit score in top half of box Please indicate Auditor's initials and date in bottom half of box and audit score in top half of box Please indicate Auditor's initials and date in bottom half of box and audit score in top half of box
Week 5            
Week 4            
Week 3            
Week 2            
Week 1                        
Oct Nov Dec Jan Feb. Mar

16
Closed Loop System for Sustainability
17
Vision The Management System
18
Thank You!
  • Barnas, Kim - Beyond Heroes
  • Flinchbaugh, Jamie - The Hitchhikers Guide to
    Lean
  • Harnish, Verne - Mastering the Rockefeller Habits
  • Liker, Jeffrey - The Toyota Way to Lean
    Leadership
  • Mann, David - Creating a Lean Culture
  • Michigan Lean Consortium
  • Rother, Mike - Toyota Kata
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