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Visualizing Excellence

Paradigms, People, Process, and
       Problem-Solving

  Jerry Linnins, Director – Transformation & Acceleration
What IS Excellence?
   Burning Platform          Compelling Destination


 Increased competition  Safe, productive, efficient
 Increased regulatory    workplace
  oversight              Value Adding work for
 Demanding Customers customer
                      Supplier of Choice
 Costs
                      Employer of Choice

                     
“Eye Diseases”
   Nearsighted
   Farsighted
   Blind
   Stigmatism
   Poor Peripheral
   “Floating spots”




         What keeps YOU from seeing?
The Four “P’s” of Excellence
1. Paradigms – Mindset, attitudes, mental
   models, assumptions and “rules”
2. People – individuals, workgroups & teams
3. Process – simplified & standardized
4. Problem-Solving – disciplined & structured
Seven Key
      Improvement Paradigms
1. Quality/Value is defined by the Customer
2. Focus on Better not Best! (Kaizen)
3. People REALLY are the key
4. Understanding Process as Key to World
   Class
5. Systems Thinking (Whole and Parts)
6. Horizontal Structure (end to end process)
7. Teams as the “fuel” for success
Paradigm 1 - Quality
                                      THINGS THE CUSTOMER IS
                                         LOOKING FOR …
 Quality is meeting or exceeding      PRODUCT

    the requirements of the                Performance
                                           Features
    customer                               Conformance

   Quality (right thing/right way)        Timeliness
                                           Serviceability
    actually costs less                    Durability
                                           Aesthetics
   Present/Pass performance is no         Reputation
    guarantee of future success
                                         SERVICE
   Quality is an ever-rising bar           Reliability

   Remember the 1-10-100 Rule!             Responsiveness
                                            Competence
                                            Access
                                            Courtesy
                                            Communication
                                            Security
                                            Understanding
                                            “Tangibles”
Paradigm 2 – Focus on Getting
                 BETTER
 Continuous – every day, effort, task, person
 Kaizan – incremental improvement
 Competing against YOURSELF
 Listen to Voice of the Customer, Your Process, Your
  Team
 Achieved through disciplined application of
  following:
     LEAN – reduce waste/increase value
     DMAIC – reduce variation/improve process
     Operational Excellence – planned, predictable
      performance
Paradigm 3 – People ARE Key
 To engage yourself and your team, think
  P.R.I.D.E!
   Purpose – focus on what is important/alignment
   Recognition – reward behaviors you want –
    team based
   Involvement – no “opting out” – engagement –
    everyone together!
   Development – depth/breadth of
    skills/growth/”Bold Moves”
   Empowerment – ownership, decision, action,
    accountability
Paradigm 4 – Process Focus
 Well-defined and documented:
     SIPOC (Supplier, Input, Process, Output, Customer)
     Process Flow Diagram/VSM
     RACI (roles and responsibilities)
     Service Level Agreements
     Performance Measures
     Other Policy/Guidance documentation
     Gap Analysis/Desired State/”Closure Plan”
 Define/Measure/Stabilize/Control/Improve
 End-to-End view (touchpoints and handoffs)
 Planned, consistent feedback and
  communication that is constantly improved
Paradigm 5 – Systems Thinking

 Thinking in terms of the Whole v.s. Parts
 Making the routine “routine”
 No heroics – no need for “knights on white
  horses” or “firefighters”
 Supportive Behaviors – walking the talk!
 Integration of People, Process, and
  Technology
 Think GLOBAL, act LOCAL
Paradigm 6 – Horizontal Structure

 Seamless internal execution from Supplier all
  the way through to the Customer
 Feedback loops to enable continuous “real time”
  communication (VISIBILITY!)
 Series of processes involving multiple teams,
  functions, and departments (Core, Support,
  Enabling)
 Developing strong customer-supplier
  relationships between EVERY team involved in
  a work process
Paradigm 7 - Teams

 Teams own parts of the whole process
 Teams measure their own performance
 Teams improve their part of the process
 Teams exist to add value to the product or
  service received by the customer
 Characteristics of an effective team:
   Common goal
   Common identity
   Common language/tools/procedures
   Common work space/environment
The Perfect Employee?
 Behaviors:
   What do they say?
   What do they DO?

 Keys to Developing/Keeping:
   Role Clarity – Do they know what to do?
   Ability – Can they do it/have resources?
   Willingness – Do they want to?

 Leadership – self/team/formal &
  informal/relationship
 Effective Change Management
Process As Key
 Supplier                        Keys to Effectiveness
 Input                            Well defined
 Requirements                     Well documented
 Your Value-Adding                Used Measured
    Work                            continuously
   Outputs                        Constantly Improved
   Requirements                   Visible, Open Book
   Customers
   Critical to Quality
    (CTQs)
      Plan your work, work your plan, Continuously improve!
Systems Thinking
 LEVELS                     FOCUS & READINESS
    Cell                       Self
    Organ                      One to one
    Organism/Individual        Work teams
    Group/Team                 Between Departments
    Organization               Total organization
    Society/Community          Organization out to its
    Nations/Global              environment (business,
                                 social, governmental,
                                 other)
    There are NO “closed”
           systems
Process View of the Organization

    Company
          Function A    Function B    Function C
              Management/Guiding Process
                                                   requests


                       Core Process
                                                    Customers
                   Sub-Core Process

            Support/Enabling Process
Resources
                Support/Enabling Process
Teams as a System
 Traits of Effective           Barriers to
  Teams                          Effectiveness
      Trust                         Unclear goals/mission
      Mutual Support                Formal, tense meetings
      Communication                 Talk, no communication
      Team goals/objectives         Formal decisions only
      Conflict resolution           Lack of cooperation
      Full utilization of            inside and outside
       members                       No self-assessment
      Accountability                No results/missed goals
      Open climate
Teams as a System

 Stages of Growth                  Dealing with Change
    FORM – why we here?               N+1, N-1
    STORM – who does what?            End, Transition, Begin
    NORM – how we agree to            Cycle:
     work together                        Deny

    PERFORM – getting it done!           Resist

    ADJOURN – moving on &                Explore

     celebrating our success and          Accept

     learning                             Commit
Teams as a System
 Communication           Conflict Resolution
    Continuous              Conflict is normal, natural,
    Common                   and – if handled properly –
    Consistent               healthy for
    Push/Pull                teams/individuals
    Visual/Verbal/Vocal         State your case

    Feedback!                   Listen to the other

    Groundrules                  person’s side
    9 Behaviors                 Ask for and negotiate

    Agenda/Action Plans          new behaviors and
                                  resolutions

     REMEMBER: When meeting as a team, there are No “Pink
         Elephants!” (i.e. topics you cannot discuss)
Problem Solving
 Steps in…                    Effective Problem-
    Identify the issue (pain   Solving Requires…
     or gain)                     Patience
    Define the problem           Discipline
    Identify suspected           Creativity
     causes                       Repetition
    Verify most likely           Honesty

    Identify possible            Facts/Data/Information

     solutions                    Cause & Effect

    Develop an Action            Continuous Learning

     Plan to test your            Courage!

     solutions
    Evaluation your action
     plan
Problem Solving
 Some of the LEAN/DMAIC/OE Tools…
   Brainstorming
   Visual Mapping (PFD, MindMap, C&E)
   Prioritizing (Pareto/Rubric/Decision Matrix)
   Interpreting (Control Charts, Scatter Diagram)
   DMAIC – Define, Measure, Analyze, Improve,
    Control
   LEAN – Value, Waste, 5 S, Mistake Proofing
   Process Performance Measurement
Problem Solving
 Decision Making
   Asking the right Questions (5WH) (5 Whys)
   Establishing evaluation Criteria (Better, Faster,
    Cheaper?)
   Conducting the Analysis (Cost, Risk, Resources,
    Impact)
   Identifying/Prioritizing Alternatives (SMART, short
    term, long term)
   Making the Decision (Type, acceptability, support)
   Executing (fast and flawless!)
   Evaluating (how’d we do?)
   Improving (NEXT time, we will…)
Skills to Improve Problem Solving
 Continuous Learning (mistakes AND good)
 Competency in the work/process and OE tools
 Communication – up/down/across/outward
 Self-management – understanding bias, culture,
  politics
 Adaptability and Flexibility – individual and team!
 Team dynamics/cohesion – “It takes a village!”
 Influence and leadership – getting/using/improving
 Continuous assessment of self/team (lessons,
  success)
Just DO IT!!!
 Project/Problem Selection…
    Pick something that everyone can agree needs
     to be fixed, prevented, or improved
    Make it meaningful and relevant to real
     issues/real world!
    Use your data – focus on impact if improved
    Be realistic – SMART goal it
    Fruit: on the ground, low hanging, middle, top
     of the tree

       Don’t Miss the Obvious! AND…Don’t be
       afraid to ask for some help in “harvesting”
       your fruit!

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4 ps

  • 1. Visualizing Excellence Paradigms, People, Process, and Problem-Solving Jerry Linnins, Director – Transformation & Acceleration
  • 2. What IS Excellence? Burning Platform Compelling Destination  Increased competition  Safe, productive, efficient  Increased regulatory workplace oversight  Value Adding work for  Demanding Customers customer  Supplier of Choice  Costs  Employer of Choice  
  • 3. “Eye Diseases”  Nearsighted  Farsighted  Blind  Stigmatism  Poor Peripheral  “Floating spots”  What keeps YOU from seeing?
  • 4. The Four “P’s” of Excellence 1. Paradigms – Mindset, attitudes, mental models, assumptions and “rules” 2. People – individuals, workgroups & teams 3. Process – simplified & standardized 4. Problem-Solving – disciplined & structured
  • 5. Seven Key Improvement Paradigms 1. Quality/Value is defined by the Customer 2. Focus on Better not Best! (Kaizen) 3. People REALLY are the key 4. Understanding Process as Key to World Class 5. Systems Thinking (Whole and Parts) 6. Horizontal Structure (end to end process) 7. Teams as the “fuel” for success
  • 6. Paradigm 1 - Quality THINGS THE CUSTOMER IS LOOKING FOR …  Quality is meeting or exceeding  PRODUCT the requirements of the  Performance  Features customer  Conformance  Quality (right thing/right way)  Timeliness  Serviceability actually costs less  Durability  Aesthetics  Present/Pass performance is no  Reputation guarantee of future success  SERVICE  Quality is an ever-rising bar  Reliability  Remember the 1-10-100 Rule!  Responsiveness  Competence  Access  Courtesy  Communication  Security  Understanding  “Tangibles”
  • 7. Paradigm 2 – Focus on Getting BETTER  Continuous – every day, effort, task, person  Kaizan – incremental improvement  Competing against YOURSELF  Listen to Voice of the Customer, Your Process, Your Team  Achieved through disciplined application of following:  LEAN – reduce waste/increase value  DMAIC – reduce variation/improve process  Operational Excellence – planned, predictable performance
  • 8. Paradigm 3 – People ARE Key  To engage yourself and your team, think P.R.I.D.E!  Purpose – focus on what is important/alignment  Recognition – reward behaviors you want – team based  Involvement – no “opting out” – engagement – everyone together!  Development – depth/breadth of skills/growth/”Bold Moves”  Empowerment – ownership, decision, action, accountability
  • 9. Paradigm 4 – Process Focus  Well-defined and documented:  SIPOC (Supplier, Input, Process, Output, Customer)  Process Flow Diagram/VSM  RACI (roles and responsibilities)  Service Level Agreements  Performance Measures  Other Policy/Guidance documentation  Gap Analysis/Desired State/”Closure Plan”  Define/Measure/Stabilize/Control/Improve  End-to-End view (touchpoints and handoffs)  Planned, consistent feedback and communication that is constantly improved
  • 10. Paradigm 5 – Systems Thinking  Thinking in terms of the Whole v.s. Parts  Making the routine “routine”  No heroics – no need for “knights on white horses” or “firefighters”  Supportive Behaviors – walking the talk!  Integration of People, Process, and Technology  Think GLOBAL, act LOCAL
  • 11. Paradigm 6 – Horizontal Structure  Seamless internal execution from Supplier all the way through to the Customer  Feedback loops to enable continuous “real time” communication (VISIBILITY!)  Series of processes involving multiple teams, functions, and departments (Core, Support, Enabling)  Developing strong customer-supplier relationships between EVERY team involved in a work process
  • 12. Paradigm 7 - Teams  Teams own parts of the whole process  Teams measure their own performance  Teams improve their part of the process  Teams exist to add value to the product or service received by the customer  Characteristics of an effective team:  Common goal  Common identity  Common language/tools/procedures  Common work space/environment
  • 13. The Perfect Employee?  Behaviors:  What do they say?  What do they DO?  Keys to Developing/Keeping:  Role Clarity – Do they know what to do?  Ability – Can they do it/have resources?  Willingness – Do they want to?  Leadership – self/team/formal & informal/relationship  Effective Change Management
  • 14. Process As Key  Supplier Keys to Effectiveness  Input  Well defined  Requirements  Well documented  Your Value-Adding  Used Measured Work continuously  Outputs  Constantly Improved  Requirements  Visible, Open Book  Customers  Critical to Quality (CTQs) Plan your work, work your plan, Continuously improve!
  • 15. Systems Thinking  LEVELS  FOCUS & READINESS  Cell  Self  Organ  One to one  Organism/Individual  Work teams  Group/Team  Between Departments  Organization  Total organization  Society/Community  Organization out to its  Nations/Global environment (business, social, governmental, other) There are NO “closed” systems
  • 16. Process View of the Organization Company Function A Function B Function C Management/Guiding Process requests Core Process Customers Sub-Core Process Support/Enabling Process Resources Support/Enabling Process
  • 17. Teams as a System  Traits of Effective  Barriers to Teams Effectiveness  Trust  Unclear goals/mission  Mutual Support  Formal, tense meetings  Communication  Talk, no communication  Team goals/objectives  Formal decisions only  Conflict resolution  Lack of cooperation  Full utilization of inside and outside members  No self-assessment  Accountability  No results/missed goals  Open climate
  • 18. Teams as a System  Stages of Growth  Dealing with Change  FORM – why we here?  N+1, N-1  STORM – who does what?  End, Transition, Begin  NORM – how we agree to  Cycle: work together  Deny  PERFORM – getting it done!  Resist  ADJOURN – moving on &  Explore celebrating our success and  Accept learning  Commit
  • 19. Teams as a System  Communication  Conflict Resolution  Continuous  Conflict is normal, natural,  Common and – if handled properly –  Consistent healthy for  Push/Pull teams/individuals  Visual/Verbal/Vocal  State your case  Feedback!  Listen to the other  Groundrules person’s side  9 Behaviors  Ask for and negotiate  Agenda/Action Plans new behaviors and resolutions REMEMBER: When meeting as a team, there are No “Pink Elephants!” (i.e. topics you cannot discuss)
  • 20. Problem Solving  Steps in…  Effective Problem-  Identify the issue (pain Solving Requires… or gain)  Patience  Define the problem  Discipline  Identify suspected  Creativity causes  Repetition  Verify most likely  Honesty  Identify possible  Facts/Data/Information solutions  Cause & Effect  Develop an Action  Continuous Learning Plan to test your  Courage! solutions  Evaluation your action plan
  • 21. Problem Solving  Some of the LEAN/DMAIC/OE Tools…  Brainstorming  Visual Mapping (PFD, MindMap, C&E)  Prioritizing (Pareto/Rubric/Decision Matrix)  Interpreting (Control Charts, Scatter Diagram)  DMAIC – Define, Measure, Analyze, Improve, Control  LEAN – Value, Waste, 5 S, Mistake Proofing  Process Performance Measurement
  • 22. Problem Solving  Decision Making  Asking the right Questions (5WH) (5 Whys)  Establishing evaluation Criteria (Better, Faster, Cheaper?)  Conducting the Analysis (Cost, Risk, Resources, Impact)  Identifying/Prioritizing Alternatives (SMART, short term, long term)  Making the Decision (Type, acceptability, support)  Executing (fast and flawless!)  Evaluating (how’d we do?)  Improving (NEXT time, we will…)
  • 23. Skills to Improve Problem Solving  Continuous Learning (mistakes AND good)  Competency in the work/process and OE tools  Communication – up/down/across/outward  Self-management – understanding bias, culture, politics  Adaptability and Flexibility – individual and team!  Team dynamics/cohesion – “It takes a village!”  Influence and leadership – getting/using/improving  Continuous assessment of self/team (lessons, success)
  • 24. Just DO IT!!!  Project/Problem Selection…  Pick something that everyone can agree needs to be fixed, prevented, or improved  Make it meaningful and relevant to real issues/real world!  Use your data – focus on impact if improved  Be realistic – SMART goal it  Fruit: on the ground, low hanging, middle, top of the tree Don’t Miss the Obvious! AND…Don’t be afraid to ask for some help in “harvesting” your fruit!