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Lean	
  Knowledge	
  Work	
  
by	
  Bradley	
  R.	
  Staats	
  and	
  David	
  M.	
  
Upton	
  
•  The	
  Toyota	
  ProducBon	
  System	
  is	
  arguably	
  the	
  most	
  
important	
  invenBon	
  in	
  operaBons	
  since	
  Henry	
  Ford’s	
  
Model	
  T	
  began	
  rolling	
  off	
  the	
  producBon	
  line.	
  It	
  has	
  
spawned	
  numerous	
  approaches	
  to	
  improving	
  
operaBons,	
  all	
  based	
  on	
  the	
  same	
  principles:	
  
–  relentless	
  aKenBon	
  to	
  detail,	
  	
  
–  commitment	
  to	
  data-­‐driven	
  experimentaBon,	
  	
  
–  charging	
  workers	
  with	
  the	
  ongoing	
  task	
  of	
  increasing	
  
efficiency	
  and	
  
–  eliminaBng	
  waste	
  in	
  their	
  jobs	
  

•  This	
  collecBon	
  of	
  ideas	
  is	
  oQen	
  termed	
  “lean	
  
•  But	
  aKempts	
  to	
  apply	
  lean	
  approaches	
  to	
  knowledge	
  
work	
  have	
  proved	
  frustraBngly	
  difficult.	
  Most	
  in	
  the	
  
business	
  world	
  believe	
  that	
  knowledge	
  work	
  does	
  not	
  
lend	
  itself	
  to	
  lean	
  principles,	
  because,	
  unlike	
  car	
  
assembly,	
  it	
  is	
  not	
  repeBBve	
  and	
  can’t	
  be	
  
unambiguously	
  defined.	
  
•  we’ve	
  found	
  that	
  lean	
  principles	
  can	
  be	
  applied	
  in	
  
some	
  form	
  to	
  almost	
  all	
  kinds	
  of	
  knowledge	
  work	
  and	
  
can	
  generate	
  significant	
  benefits:	
  faster	
  response	
  Bme,	
  
higher	
  quality	
  and	
  creaBvity,	
  lower	
  costs,	
  reduced	
  
drudgery	
  and	
  frustraBon,	
  and	
  greater	
  job	
  saBsfacBon.	
  
Wipro’s	
  Lean	
  Journey	
  
•  Wipro	
  is	
  one	
  of	
  the	
  largest	
  IT	
  services	
  and	
  
product	
  engineering	
  companies	
  in	
  the	
  world.	
  It	
  
has	
  more	
  than	
  100,000	
  employees	
  and	
  72	
  
delivery	
  centers	
  in	
  55	
  countries.	
  
•  Wipro’s	
  leaders	
  decided	
  to	
  build	
  a	
  lean	
  system.	
  
Although	
  they	
  recognized	
  that	
  this	
  approach	
  was	
  
unproven	
  in	
  knowledge	
  work	
  and	
  would	
  require	
  
a	
  profound	
  transformaBon	
  of	
  the	
  company,	
  they	
  
believed	
  that	
  the	
  potenBal	
  payoff—the	
  ability	
  to	
  
improve	
  faster	
  than	
  their	
  compeBtors—was	
  
worth	
  the	
  risk	
  
Wipro’s	
  Lean	
  Journey	
  
•  The	
  managers	
  began	
  studying	
  how	
  the	
  lean	
  approach	
  had	
  
been	
  applied	
  in	
  manufacturing.	
  They	
  pored	
  over	
  all	
  the	
  
wriKen	
  material	
  they	
  could	
  find,	
  toured	
  lean	
  factories,	
  and	
  
conferred	
  with	
  a	
  former	
  Toyota	
  guru.	
  Then	
  they	
  
brainstormed	
  about	
  how	
  to	
  use	
  what	
  they	
  had	
  learned;	
  
each	
  picked	
  an	
  exisBng	
  project	
  to	
  test	
  their	
  ideas	
  on.	
  
Gradually	
  they	
  idenBfied	
  pracBces	
  that	
  worked.	
  
•  We	
  discovered	
  that	
  the	
  lean	
  approach	
  is	
  already	
  having	
  a	
  
significant	
  impact.	
  The	
  lean	
  projects	
  we	
  studied	
  performed	
  
no	
  beKer	
  than	
  others	
  on	
  measures	
  of	
  quality	
  (defects	
  and	
  
mistakes),	
  perhaps	
  because	
  standards	
  were	
  already	
  high.	
  
But	
  they	
  produced	
  superior	
  results	
  in	
  terms	
  of	
  Bme	
  and	
  
cost	
  
Some	
  principles	
  for	
  making	
  knowledge	
  
operaBons	
  lean	
  
•  Eliminate	
  Waste	
  

–  Taiichi	
  Ohno,	
  the	
  principal	
  architect	
  of	
  the	
  Toyota	
  
system,	
  said	
  there	
  were	
  “seven	
  wastes”	
  that	
  everyone	
  
in	
  a	
  manufacturing	
  operaBon	
  should	
  strive	
  to	
  
eliminate:	
  overproducBon;	
  unnecessary	
  
transportaBon,	
  inventory,	
  and	
  worker	
  moBon;	
  
defects;	
  overprocessing;	
  and	
  waiBng.	
  	
  
–  knowledge	
  work	
  includes	
  many	
  rouBne	
  acBviBes	
  that	
  
don’t	
  involve	
  judgment	
  or	
  experBse	
  and	
  can	
  eat	
  up	
  
huge	
  amounts	
  of	
  Bme:	
  prinBng	
  documents,	
  
requesBng	
  informaBon	
  needed	
  to	
  make	
  a	
  decision,	
  
and	
  seeng	
  up	
  meeBngs,	
  to	
  name	
  just	
  a	
  few.	
  
Some	
  principles	
  for	
  making	
  knowledge	
  
operaBons	
  lean	
  
•  The	
  key	
  is	
  to	
  get	
  everyone	
  in	
  the	
  organizaBon	
  to	
  
systemaBcally	
  make	
  waste	
  visible	
  and	
  do	
  something	
  about	
  
it.	
  Here’s	
  how	
  to	
  enlist	
  people	
  in	
  the	
  cause:	
  
–  Teach	
  everyone	
  to	
  ask	
  “the	
  five	
  whys	
  

•  Why	
  am	
  I	
  aKending	
  this	
  meeBng?	
  Why	
  am	
  I	
  filling	
  out	
  this	
  report?	
  
Why	
  am	
  I	
  standing	
  at	
  the	
  printer?	
  

–  Encourage	
  everyone	
  to	
  look	
  for	
  small	
  forms	
  of	
  waste,	
  not	
  just	
  
big	
  ones	
  

•  How	
  many	
  e‑mails	
  cluKer	
  your	
  in-­‐box	
  because	
  someone	
  cc’d	
  you	
  
unnecessarily?	
  How	
  long	
  did	
  you	
  have	
  to	
  wait	
  to	
  start	
  a	
  regularly	
  
scheduled	
  meeBng	
  because	
  aKendees	
  slowly	
  trickled	
  in?	
  How	
  many	
  
reports	
  are	
  created	
  that	
  nobody	
  reads?	
  

–  Periodically	
  review	
  the	
  structure	
  and	
  content	
  of	
  every	
  job	
  

•  Managers	
  should	
  regularly	
  assess	
  their	
  employees’	
  tasks,	
  including	
  
how	
  much	
  Bme	
  is	
  spent	
  on	
  each.	
  	
  
Specify	
  the	
  Work	
  
Specifying	
  knowledge	
  work	
  involves	
  four	
  steps:	
  
1.  Look	
  for	
  repeatable	
  parts	
  of	
  the	
  process	
  and	
  
codify	
  them	
  
2.  Don’t	
  try	
  to	
  specify	
  everything	
  iniBally,	
  if	
  
ever.	
  
3.  Use	
  data	
  to	
  get	
  buy-­‐in	
  
4.  Keep	
  studying	
  the	
  work	
  that	
  has	
  been	
  
designated	
  as	
  tacit.	
  
Structure	
  CommunicaBons	
  
A	
  lean	
  system	
  can	
  promote	
  good	
  
communicaBon	
  by	
  arBculaBng	
  the	
  ways	
  in	
  
which	
  it	
  should	
  be	
  carried	
  out.	
  Here’s	
  how:	
  
1.  Define	
  who	
  should	
  be	
  communicaBng,	
  how	
  
oQen,	
  and	
  what?	
  
2.  Create	
  a	
  shared	
  understanding	
  
3.  Resolve	
  disagreements	
  with	
  facts,	
  not	
  
opinions	
  
Address	
  Problems	
  Quickly	
  and	
  Directly	
  
Here’s	
  how	
  to	
  adapt	
  the	
  scienBfic	
  method	
  in	
  a	
  
knowledge	
  seeng:	
  
1.  If	
  a	
  problem	
  arises,	
  ideally	
  the	
  person	
  who	
  
created	
  it	
  should	
  fix	
  it	
  
2.  Problems	
  should	
  be	
  solved	
  where	
  they	
  occur	
  
3.  Solve	
  problems	
  as	
  soon	
  as	
  possible	
  aQer	
  they	
  
emerge.	
  
Plan	
  for	
  an	
  Incremental	
  Journey	
  
• 
• 
• 
• 

Start	
  small	
  
Codify	
  the	
  lessons	
  learned.	
  
Keep	
  looking	
  for	
  new	
  ways	
  to	
  work	
  
Remember	
  that	
  the	
  lean	
  approach	
  is	
  not	
  
useful	
  everywhere	
  
Engage	
  Your	
  Managers	
  
•  Project	
  managers	
  and	
  other	
  midlevel	
  leaders	
  
must	
  train	
  and	
  moBvate	
  their	
  teams	
  
•  Senior	
  leaders	
  must	
  be	
  long-­‐term	
  champions.	
  

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Lean Knowledge Work

  • 1. Lean  Knowledge  Work   by  Bradley  R.  Staats  and  David  M.   Upton  
  • 2. •  The  Toyota  ProducBon  System  is  arguably  the  most   important  invenBon  in  operaBons  since  Henry  Ford’s   Model  T  began  rolling  off  the  producBon  line.  It  has   spawned  numerous  approaches  to  improving   operaBons,  all  based  on  the  same  principles:   –  relentless  aKenBon  to  detail,     –  commitment  to  data-­‐driven  experimentaBon,     –  charging  workers  with  the  ongoing  task  of  increasing   efficiency  and   –  eliminaBng  waste  in  their  jobs   •  This  collecBon  of  ideas  is  oQen  termed  “lean  
  • 3. •  But  aKempts  to  apply  lean  approaches  to  knowledge   work  have  proved  frustraBngly  difficult.  Most  in  the   business  world  believe  that  knowledge  work  does  not   lend  itself  to  lean  principles,  because,  unlike  car   assembly,  it  is  not  repeBBve  and  can’t  be   unambiguously  defined.   •  we’ve  found  that  lean  principles  can  be  applied  in   some  form  to  almost  all  kinds  of  knowledge  work  and   can  generate  significant  benefits:  faster  response  Bme,   higher  quality  and  creaBvity,  lower  costs,  reduced   drudgery  and  frustraBon,  and  greater  job  saBsfacBon.  
  • 4. Wipro’s  Lean  Journey   •  Wipro  is  one  of  the  largest  IT  services  and   product  engineering  companies  in  the  world.  It   has  more  than  100,000  employees  and  72   delivery  centers  in  55  countries.   •  Wipro’s  leaders  decided  to  build  a  lean  system.   Although  they  recognized  that  this  approach  was   unproven  in  knowledge  work  and  would  require   a  profound  transformaBon  of  the  company,  they   believed  that  the  potenBal  payoff—the  ability  to   improve  faster  than  their  compeBtors—was   worth  the  risk  
  • 5. Wipro’s  Lean  Journey   •  The  managers  began  studying  how  the  lean  approach  had   been  applied  in  manufacturing.  They  pored  over  all  the   wriKen  material  they  could  find,  toured  lean  factories,  and   conferred  with  a  former  Toyota  guru.  Then  they   brainstormed  about  how  to  use  what  they  had  learned;   each  picked  an  exisBng  project  to  test  their  ideas  on.   Gradually  they  idenBfied  pracBces  that  worked.   •  We  discovered  that  the  lean  approach  is  already  having  a   significant  impact.  The  lean  projects  we  studied  performed   no  beKer  than  others  on  measures  of  quality  (defects  and   mistakes),  perhaps  because  standards  were  already  high.   But  they  produced  superior  results  in  terms  of  Bme  and   cost  
  • 6. Some  principles  for  making  knowledge   operaBons  lean   •  Eliminate  Waste   –  Taiichi  Ohno,  the  principal  architect  of  the  Toyota   system,  said  there  were  “seven  wastes”  that  everyone   in  a  manufacturing  operaBon  should  strive  to   eliminate:  overproducBon;  unnecessary   transportaBon,  inventory,  and  worker  moBon;   defects;  overprocessing;  and  waiBng.     –  knowledge  work  includes  many  rouBne  acBviBes  that   don’t  involve  judgment  or  experBse  and  can  eat  up   huge  amounts  of  Bme:  prinBng  documents,   requesBng  informaBon  needed  to  make  a  decision,   and  seeng  up  meeBngs,  to  name  just  a  few.  
  • 7. Some  principles  for  making  knowledge   operaBons  lean   •  The  key  is  to  get  everyone  in  the  organizaBon  to   systemaBcally  make  waste  visible  and  do  something  about   it.  Here’s  how  to  enlist  people  in  the  cause:   –  Teach  everyone  to  ask  “the  five  whys   •  Why  am  I  aKending  this  meeBng?  Why  am  I  filling  out  this  report?   Why  am  I  standing  at  the  printer?   –  Encourage  everyone  to  look  for  small  forms  of  waste,  not  just   big  ones   •  How  many  e‑mails  cluKer  your  in-­‐box  because  someone  cc’d  you   unnecessarily?  How  long  did  you  have  to  wait  to  start  a  regularly   scheduled  meeBng  because  aKendees  slowly  trickled  in?  How  many   reports  are  created  that  nobody  reads?   –  Periodically  review  the  structure  and  content  of  every  job   •  Managers  should  regularly  assess  their  employees’  tasks,  including   how  much  Bme  is  spent  on  each.    
  • 8. Specify  the  Work   Specifying  knowledge  work  involves  four  steps:   1.  Look  for  repeatable  parts  of  the  process  and   codify  them   2.  Don’t  try  to  specify  everything  iniBally,  if   ever.   3.  Use  data  to  get  buy-­‐in   4.  Keep  studying  the  work  that  has  been   designated  as  tacit.  
  • 9. Structure  CommunicaBons   A  lean  system  can  promote  good   communicaBon  by  arBculaBng  the  ways  in   which  it  should  be  carried  out.  Here’s  how:   1.  Define  who  should  be  communicaBng,  how   oQen,  and  what?   2.  Create  a  shared  understanding   3.  Resolve  disagreements  with  facts,  not   opinions  
  • 10. Address  Problems  Quickly  and  Directly   Here’s  how  to  adapt  the  scienBfic  method  in  a   knowledge  seeng:   1.  If  a  problem  arises,  ideally  the  person  who   created  it  should  fix  it   2.  Problems  should  be  solved  where  they  occur   3.  Solve  problems  as  soon  as  possible  aQer  they   emerge.  
  • 11. Plan  for  an  Incremental  Journey   •  •  •  •  Start  small   Codify  the  lessons  learned.   Keep  looking  for  new  ways  to  work   Remember  that  the  lean  approach  is  not   useful  everywhere  
  • 12. Engage  Your  Managers   •  Project  managers  and  other  midlevel  leaders   must  train  and  moBvate  their  teams   •  Senior  leaders  must  be  long-­‐term  champions.