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Lean Management Assessment

It is a good practice to periodically assess the overall status of your Lean implementation. The Lean Management System Assessment is based on the application of plan, do, check, act (PDCA) thinking embedded in Lean, an idea derived from the Lean principle of pursuit of perfection.

It is a simple and practical tool to assess the overall status of your Lean management implementation. The eight dimensions of assessment are evaluated across five levels of maturity. Together, they cover process and behavior and serve as standards for your organization, business unit and/or sub-unit to strive toward Lean excellence.

BENEFITS OF ASSESSMENT:

1. The dimensions and questions themselves should help to clarify what you are working toward, for yourself and for the rest of your organization.

2. An assessment should tell you where you stand relative to your standards and relative to your earlier status.

3. The results of an assessment will help you identify where you need to focus efforts to improve.

CONTENTS

1. Overview of Lean Management Assessment
2. Scoring System
3. Assessment Criteria
4. Assessment Guidelines

To download this self-assessment framework, visit:
https://www.oeconsulting.com.sg/training-presentations

It is a good practice to periodically assess the overall status of your Lean implementation. The Lean Management System Assessment is based on the application of plan, do, check, act (PDCA) thinking embedded in Lean, an idea derived from the Lean principle of pursuit of perfection.

It is a simple and practical tool to assess the overall status of your Lean management implementation. The eight dimensions of assessment are evaluated across five levels of maturity. Together, they cover process and behavior and serve as standards for your organization, business unit and/or sub-unit to strive toward Lean excellence.

BENEFITS OF ASSESSMENT:

1. The dimensions and questions themselves should help to clarify what you are working toward, for yourself and for the rest of your organization.

2. An assessment should tell you where you stand relative to your standards and relative to your earlier status.

3. The results of an assessment will help you identify where you need to focus efforts to improve.

CONTENTS

1. Overview of Lean Management Assessment
2. Scoring System
3. Assessment Criteria
4. Assessment Guidelines

To download this self-assessment framework, visit:
https://www.oeconsulting.com.sg/training-presentations

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Lean Management Assessment

  1. 1. © Operational Excellence Consulting. All rights reserved. © Operational Excellence Consulting. All rights reserved. The Lean Management System Assessment is a simple tool to assess the overall status of your Lean management implementation. The eight dimensions of assessment cover process and behavior and serve as standards for your organization to strive toward Lean excellence. Lean Management Assessment
  2. 2. © Operational Excellence Consulting. All rights reserved. 2 Contents Scoring System 2 Overview of Lean Management Assessment 1 Assessment Guidelines 4 Assessment Criteria 3 NOTE: This is a PARTIAL PREVIEW. To download the complete presentation, please visit: https://www.oeconsulting.com.sg
  3. 3. © Operational Excellence Consulting. All rights reserved. 3 Introduction to the Lean Management Assessment § It is a good practice to periodically assess the overall status of your Lean management implementation § The Lean Management System Assessment tool is based on the application of plan, do, check, act (PDCA) thinking embedded in Lean, an idea derived from the Lean principle of pursuit of perfection § The Lean management standards cover process and behavior and define five levels of maturity § The assessment tool can be applied to the organization, business unit and/or sub-unit level § A practical approach to assess your Lean implementation progress
  4. 4. © Operational Excellence Consulting. All rights reserved. 4 3 Benefits of Conducting a Lean Management System Assessment 1. The dimensions and questions themselves should help to clarify what you are working toward, for yourself and for the rest of your organization 2. An assessment should tell you where you stand relative to your standards and relative to your earlier status 3. The results of an assessment will help you identify where you need to focus efforts to improve
  5. 5. © Operational Excellence Consulting. All rights reserved. 5 The Lean Management Assessment Framework 1 5 4 3 2 Pre-Lean Starting Recognizable Stabilizing Sustaining Visual Controls Standard Accountability Processes Lean Standard Work Value Stream Mapping Process Definition Process Discipline Process Improvement Root Cause Problem Solving Eight Dimensions of Assessment Five Maturity Levels
  6. 6. © Operational Excellence Consulting. All rights reserved. 6 Comparison with Other Lean Assessment Frameworks § The Lean Assessment Framework is based on the Gemba Worksheets from the book “Creating A Lean Culture” by David Mann § It is much simpler and easier to apply as compared to the Shingo Model and the Baldrige Excellence Framework § The Lean management assessment criteria consist of: • Eight dimensions or categories • Five levels of maturity § Scoring system • 5-point scale (1=minimum, 5=maximum) • Scoring can be conducted by a single assessor or a team of assessors
  7. 7. © Operational Excellence Consulting. All rights reserved. 7 Eight Dimensions of Assessment 1. Visual Controls 2. Standard Accountability Processes 3. Lean Standard Work 4. Value Stream Mapping 5. Process Definition 6. Process Discipline 7. Process Improvement 8. Root Cause Problem Solving
  8. 8. © Operational Excellence Consulting. All rights reserved. 8 Five Levels of Maturity 1 5 4 3 2 Pre-Lean Starting Recognizable Stabilizing Sustaining Direction of Improvement
  9. 9. © Operational Excellence Consulting. All rights reserved. 9 Scoring System § Each dimension is rated on a scale of 1 (minimum) to 5 (maximum) Dimensions Maximum Score 1 Visual Controls 5 2 Standard Accountability Processes 5 3 Lean Standard Work 5 4 Value Stream Mapping 5 5 Process Definition 5 6 Process Discipline 5 7 Process Improvement 5 8 Root Cause Problem Solving 5 Total 40
  10. 10. © Operational Excellence Consulting. All rights reserved. 10 Scoring System § Each dimension of assessment has five levels of Lean maturity from 1 to 5: § Assign a score or rating that best reflects your current performance • Minimum score = 1 • Maximum score = 5 § The maximum possible score is 8 x 5 = 40 points. 1 5 4 3 2 Pre-Lean Starting Recognizable Stabilizing Sustaining
  11. 11. © Operational Excellence Consulting. All rights reserved. 11 Example – Score Profile Data for Lean Management Assessment Dimensions Actual Maximum 1 Visual Controls 3 5 2 Standard Accountability Processes 4 5 3 Lean Standard Work 4 5 4 Value Stream Mapping 2.7 5 5 Process Definition 2.3 5 6 Process Discipline 2.3 5 7 Process Improvement 2.7 5 8 Root Cause Problem Solving 3 5 Total 24 40
  12. 12. © Operational Excellence Consulting. All rights reserved. 12 Example – Radar Chart for Lean Management Assessment 0 1 2 3 4 5 Visual Controls Standard Accountability Processes Lean Standard Work Value Stream Mapping Process Definition Process Discipline Process Improvement Root Cause Problem Solving Actual Maximum
  13. 13. © Operational Excellence Consulting. All rights reserved. 13 Visual Controls Intent: Visual Controls should do at least one of two things: § Reflect the actual vs. expected pace or progression of work (admin, support or line processes). § Capture delays, interruptions, frustrations that arise doing the work. Diagnostic Questions: 1. Can you see visual cycle pr procedure tracking charts in the area? Do they show expected vs. actual times? 2. Are the charts current to this or last shift? 3. Are incidents that delay work described clearly? (What we had but did not want, wanted but did not have)? 4. Are visuals reviewed regularly? How frequently? How can you tell? 5. Can leaders and task-level people in the area cite improvements from problems noted on visual charts? 6. Are visuals used here for support tasks, e.g., materials, transport, attendance, assignments, qualifications? 7. Do leaders regularly review the visuals? How often? How can you tell?
  14. 14. © Operational Excellence Consulting. All rights reserved. 14 Visual Controls Assessment: Rate this area from 1 to 5 on the scale below and note rationale for the rating. 1. Pre-Lean 2. Starting 3. Recognizable 4. Stabilizing 5. Sustainable § No visuals/cycle tracking in place. § Some cycle tracking charts; irregularly filled in. § Most charts record numbers, do not document delays, problems. § Where problems described, too vague for action. § No or irregular review for action on problems. § Visuals more ”check the box” than tool to highlight problems, delays, and drive improvement. § Many front line and support areas here use visuals/cycle tracking charts. § Charts are current. § Most descriptions of problems are complete, specific enough for next steps (cause analysis or corrective action). § Charts reviewed daily or on regular schedule. § Problems noted on charts often result in assignments for action. § Visuals used for most line, support and admin activities here. § Visuals used at most handoffs between functions/ departments with regular joint review for action. § Charts revised, added, dropped as things change. § Nearly all problem descriptions clear, complete, actionable. § Daily/regular reviews of charts drive assignments for cause analysis or corrective action. § Visuals/cycle tracking charts regularly used throughout the area, front line, support, and admin activities. § Visuals/tracking charts initiated at least daily by line leaders and occasionally by executives. § Visuals/cycle tracking charts regularly drive improvements, are also periodically analyzed to identify and act on recurring problems. Rationale for this rating: No=0%, Few<25%, Some<50%, Many>50%, Most>75%, All=100%
  15. 15. © Operational Excellence Consulting. All rights reserved. 15 Standard Accountability Processes Intent: Standard Accountability processes § Accountability processes should convert problems/opportunities noted on visuals, the floor, or from suggestions to task assignments – for cause analysis and/or corrective action in a daily Post-It (or equivalent) process for briefer tasks, a weekly A3 process for longer ones. Diagnostic Questions: 1. How are improvement assignments and projects managed here; visually, by spreadsheet or list, or not at all? 2. Are regular (daily or weekly) meetings held here to make new task assignments to address problems and follow up on overdue assignments? 3. Do the regular meetings here have clear purpose and agenda – other than today’s anticipated work? What is it? 4. Do visual controls/cycle tracking charts result in task assignments to address interruptions, delays, capacity losses? 5. How many area leaders are familiar with and able to apply basic project management approaches – like work breakdown structures and dependencies – in thinking through and defining task assignments? 6. How well integrated are support, customer, or supplier groups in this area’s improvement activities?
  16. 16. © Operational Excellence Consulting. All rights reserved. 16 Standard Accountability Processes Assessment: Rate this area from 1 to 5 on the scale below and note rationale for the rating. 1. Pre-Lean 2. Starting 3. Recognizable 4. Stabilizing 5. Sustainable § No regularly occurring visual process to make or follow up on task assignments for improvement based on identified problems or delays. § Daily or weekly start up/team meetings held regularly for improvement task assignment; many are completed on time. § Many of the assignments are to support or admin groups vs. line area, or are made in response to major problems. § Many using green/red coding for on time completion or past due tasks. § Team or area (line and support group) meetings regularly (daily/weekly) held to make, follow up on improvement task assignments. § Tasks posted visible to all. § Attendance is consistent; most tasks are completed, most on time, most leaders use green/red coding for on time or late task completion. § Tasks respond to both major, minor incidents. § Much reference to customer/user/ patient perspective. § Accountability meetings crisp, agenda followed, attendance faithful. § Small assignments to visual accountability board; larger ones to A3 projects. § Green/red coding is routine. § Tasks from many sources, not just visuals but also employee suggestions, gemba walks, support areas. § Many in area use project management skills on project work. § Customer perspective is a given. § Using the accountability processes is routine in the area. § All leaders regularly use basic project management tools to determine task assignments, dependencies, durations. § Support and admin representatives routinely participate in line accountability process and have their own. § Customer’s perspective informs most assignments, admin, support, front line. Rationale for this rating: No=0%, Few<25%, Some<50%, Many>50%, Most>75%, All=100%
  17. 17. © Operational Excellence Consulting. All rights reserved. 17 Leader Standard Work Intent: Leader Standard Work should reflect process focus: § The closer to the task execution level, the more frequent the focus (admin, support processes, production/patient care). § Should reflect “go to the place, talk with the people, observe the process” for all levels of leadership. § Review of visuals (Current? Quality of entries? Regular in shift review?), accountability (assignments linked to problems from visuals), follow up on improvements in leader’s standard work (faithful execution of redefined processes). Diagnostic Questions: 1. Do leaders in this area have standard work? Do they follow it? Do they routinely have it with them? Can leaders describe how standard work has helped them be more effective (if they see it that way)? 2. Are task level people in the area aware of the content of their leaders’ standard work? 3. Are leader standard work documents used as working “diaries” to record notes and observations? Do supervisors meet with subordinate leaders to review these documents periodically? Ever? How often? 4. How often do this area’s supervisors review subordinates leaders’ standard work for updating based on new issues and changes, e.g., resulting from accountability board tasks? 5. Is there a defined place where completed standard work documents are stored for a few months? Is it used? 6. Has leader standard work been used in this area to facilitate transitions between leaders? 7. Is leader standard work focused on compliance or improvements or balanced?
  18. 18. © Operational Excellence Consulting. All rights reserved. 18 Leader Standard Work Assessment: Rate this area from 1 to 5 on the scale below and note rationale for the rating. 1. Pre-Lean 2. Starting 3. Recognizable 4. Stabilizing 5. Sustainable § No leader standard work (LSW) in place. § Leader standard work exists for a few positions. § It’s rarely carried, is followed sporadically. § The original content has not been revised, redefined. § Most leaders view it as a check in the box activity to drive compliance with defined processes with little or no emphasis on improvement. § Standard work exists for all line leaders in area: team, supervisor, manager. § Most have their standard work with them, follow it, use it as working record of the day. § Most leaders can give examples illustrating how leader standard work has helped them sustained improvements. § All leaders in the area carry, follow, and use their standard work as a daily working record. § All superiors regularly review subordinate leaders’ LSW documents with them weekly. § All leaders can talk about how LSW benefits them and the process. § LSW is revised to reflect and sustain process changes. § All transitions between leaders include review (possible revision), and walk through of LSW. § All new leaders follow LSW. § All new leaders follow LSW from day one on job. § Weekly LSW document review with superior used as monitoring, communication, and improvement method. § Defined process for turn-in, storage of LSW documents. Rationale for this rating: No=0%, Few<25%, Some<50%, Many>50%, Most>75%, All=100%
  19. 19. © Operational Excellence Consulting. All rights reserved. 19 Operational Excellence Consulting is a management training and consulting firm that assists organizations in improving business performance and effectiveness. Based in Singapore, the firm’s mission is to create business value for organizations through innovative design and operational excellence management training and consulting solutions. For more information, please visit www.oeconsulting.com.sg
  20. 20. © Operational Excellence Consulting. All rights reserved. Appendix Lean Assessment Worksheets

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