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The single biggest
failure of leadership is
to treat adaptive
challenges like
technical problems”
Heifetz says…
‘‘
By the numbers
• 3 million GSF
• 2 district utility plants
• Campus population of 6000
• Over 200 facilities staff
Campus Facilities Management
Department
is a service organization charged
with the responsibility to plan,
design, construct, renovate,
operate and maintain the
buildings and grounds.
WHO
?
Facilities needs to deliver
better service to customers,
be more responsive to
customers and ultimately discover
more innovative solutions.
WHAT
Looks like lots of
technical problems
The challenges
Communications
Top down management style,
lack of continuity
Complexity
Lack of accountability of
staff to provide customer facing
services – too many
management layers
The challenges
Analytics
No measurements
being taken –
no knowledge of what
to measure
The challenges
Processes
inconsistent, cumbersome,
workarounds created
The challenges
Ronald A. Heifetz
Leadership Without Easy Answers
TECHNICAL PROBLEMS ADAPTIVE CHALLENGES
Easy to identify & agree on problem
Difficult to identify & agree on
problem, easy to deny
Can be solved by expert or authority
People with the problem need to do
the work of solving it
Requires change in just one or few places
Requires change in many places,
across organizational boundaries
Solutions can be implemented
quickly—even by edict
Solutions require experiments and
new discoveries; this can take a
long time and cannot be done by
edict




Big adaptive challenges
Adaptive work requires whole systems
thinking for organizational change
People Engagement
Work Process
Improvement
Performance and
Rewards Systems
Organizational
structure
Workforce alignment
Together these Critical Links will enable you to identify the
people, process, and structure needed to deliver the
performance you are seeking
So how do we use Lean to
engage with people,
identify problems,
and develop solutions?
The 4 “P’s” of Lean for
adaptive challenges
Most people associate
Lean with –
but the real power of Lean
is realized when
RIGHT PROCESS
RIGHT RESULTS
DEVELOP
PEOPLE
SHARED
PURPOSE
VISIBLE
PERFORMANCE
Connect daily work to your
overarching mission
Engage the people who
know the work best
Examine what’s truly needed to deliver your purpose,
and seek to eliminate what is not
Measuring performance
is critical as a way to check
and adjust as
you learn more
Lean creates and harnesses the
capacity in people to adapt.
The focus on process
enables staff to sink
their teeth in and make
a difference in their day
to day – making broader
organizational change
less overwhelming.
Small changes lead to big
changes and measurable
outcomes
In the
room
- See a new way
of working
- Break down
barriers to
communication
- Learn tools to
continue
problem solving
together
Initial
actions
- People start to
ACT differently
Business
results
What we are
working on now
• ROM Cost Estimating
• File storage / Information Access
• Process Work Flow/Project Intake
• Closeout Process / Documentation
Where we’ll go next
• Material Planning
• Detailed Cost Estimating
• Resource Management,
Scheduling
• Design Review
• Design Standards
• Capital Renewal Process
Significant shift in mindset to advance
the organization towards vision
Shift in mindset regarding accountability for customer facing services
Work with and for customers
Break down silos instead of building them
Clear accountability with distributed responsibility
Letting go of “old ways” and “old mindsets”
Thechange
Intervening in a complex system–
it’s hard, it takes time!
There are usually multiple places to intervene
in a complex system – the best places tend
to be the places that will be the most difficult
to accept change.
Be on the lookout for adaptive challenges
disguised as technical challenges!
For more, look for Donella Meadows’ Leverage Points – Places to Intervene in a System
Organizational change is a journey,
not a destination
Stay up to date on the
latest news and insights
relevant to education and
healthcare facilities!

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Managing facilities is managing people: Using Lean for organizational change

  • 1. The single biggest failure of leadership is to treat adaptive challenges like technical problems” Heifetz says… ‘‘
  • 2. By the numbers • 3 million GSF • 2 district utility plants • Campus population of 6000 • Over 200 facilities staff Campus Facilities Management Department is a service organization charged with the responsibility to plan, design, construct, renovate, operate and maintain the buildings and grounds. WHO ?
  • 3. Facilities needs to deliver better service to customers, be more responsive to customers and ultimately discover more innovative solutions. WHAT Looks like lots of technical problems
  • 4. The challenges Communications Top down management style, lack of continuity
  • 5. Complexity Lack of accountability of staff to provide customer facing services – too many management layers The challenges
  • 6. Analytics No measurements being taken – no knowledge of what to measure The challenges
  • 8. Ronald A. Heifetz Leadership Without Easy Answers TECHNICAL PROBLEMS ADAPTIVE CHALLENGES Easy to identify & agree on problem Difficult to identify & agree on problem, easy to deny Can be solved by expert or authority People with the problem need to do the work of solving it Requires change in just one or few places Requires change in many places, across organizational boundaries Solutions can be implemented quickly—even by edict Solutions require experiments and new discoveries; this can take a long time and cannot be done by edict     Big adaptive challenges
  • 9. Adaptive work requires whole systems thinking for organizational change People Engagement Work Process Improvement Performance and Rewards Systems Organizational structure Workforce alignment Together these Critical Links will enable you to identify the people, process, and structure needed to deliver the performance you are seeking
  • 10. So how do we use Lean to engage with people, identify problems, and develop solutions?
  • 11. The 4 “P’s” of Lean for adaptive challenges Most people associate Lean with – but the real power of Lean is realized when
  • 12. RIGHT PROCESS RIGHT RESULTS DEVELOP PEOPLE SHARED PURPOSE VISIBLE PERFORMANCE Connect daily work to your overarching mission Engage the people who know the work best Examine what’s truly needed to deliver your purpose, and seek to eliminate what is not Measuring performance is critical as a way to check and adjust as you learn more
  • 13. Lean creates and harnesses the capacity in people to adapt. The focus on process enables staff to sink their teeth in and make a difference in their day to day – making broader organizational change less overwhelming.
  • 14. Small changes lead to big changes and measurable outcomes In the room - See a new way of working - Break down barriers to communication - Learn tools to continue problem solving together Initial actions - People start to ACT differently Business results
  • 15. What we are working on now • ROM Cost Estimating • File storage / Information Access • Process Work Flow/Project Intake • Closeout Process / Documentation
  • 16. Where we’ll go next • Material Planning • Detailed Cost Estimating • Resource Management, Scheduling • Design Review • Design Standards • Capital Renewal Process
  • 17. Significant shift in mindset to advance the organization towards vision Shift in mindset regarding accountability for customer facing services Work with and for customers Break down silos instead of building them Clear accountability with distributed responsibility Letting go of “old ways” and “old mindsets” Thechange
  • 18. Intervening in a complex system– it’s hard, it takes time! There are usually multiple places to intervene in a complex system – the best places tend to be the places that will be the most difficult to accept change. Be on the lookout for adaptive challenges disguised as technical challenges! For more, look for Donella Meadows’ Leverage Points – Places to Intervene in a System
  • 19. Organizational change is a journey, not a destination
  • 20. Stay up to date on the latest news and insights relevant to education and healthcare facilities!

Editor's Notes

  1. Cara, this needs to be more visual and exciting
  2. Cara, this needs to be more visual and exciting
  3. Duplicate this background/title, explain challenges? Can we add a visual?
  4. Duplicate this background/title, explain challenges? Can we add a visual?
  5. Duplicate this background/title, explain challenges? Can we add a visual?
  6. Duplicate this background/title, explain challenges? Can we add a visual?
  7. Melissa So this is where my team and I entered the picture late last fall. As we got to know the people, systems and processes at APL - we quickly saw that that APL was an organization facing some technical challenges, and a lot of Adaptive Challenges. Technical Challenge – Equipment failure. Do analysis and we can determine the root cause of the failure (This asset is at the end of its useful life, we lack the right maintenance staff to maintain it, it was installed wrong….. This list goes on). Get maintenance staff or maybe an outside consultant, come up with a solution, make the change, and presto – problem solved. Technical does not mean Easy An Adaptive Challenge - requires a shift or a change in the belief systems of the people involved. Adaptive challenges have “symptoms” problems, but the reality is when don’t really know what the real problem is. Adaptive Challenges almost always require us to work across organizational silos and usual require a lot of small pilot changes and experiments. Norm Young gave a beautiful example yesterday of a “simple” adaptive challenge during his story telling yesterday – asking facilities to pick up the litter at U. Hartford (seemed technical, but turned out we need to change the way people (students, res life, and facilities) looked at this problem and then work together to create a solution that involved behavior change. Can anybody out there think of an adaptive challenge they are working on right now? We’ll talk about some more later. Shifting a Preventive Maintenance culture is also often an adaptive challenge that can mask itself as only a technical problem.
  8. Dotted line = history (where you have been) and growth (where you are heading). Why this works Engages the Whole System - Top Down, Bottom Up, Inside and Outside Engineering Analysis vs data analysis In-House knowledge “right sizes” recommendations Whole Systems View - people, process and structure Builds in Implementation Considerations
  9. Cara, this needs to be more visual and exciting
  10. Melissa, Can we delete this slide?
  11. Each of these vignettes and many others like them – are examples of small changes, which lead to big changes and measurable outcomes. 3 Kinds and Phases of Results: Phase 1: In the room (don’t underestimate these - they set the stage) See a new way of working Break down barriers to communication Have some tools to continue problem solving together See slide with pictures and collaboration Phase 2: Initial Actions – Adam from Chicago (Union Worker, head of the Chiller Plant - worked on the Turnover Process with us (ANOTHER great example of an adaptive challenge). People just start ACTING differently. Phase 3: The Business results we Expect (lowered operating costs, energy improvements, increased customer satisfaction, etc) Takeaway #4 – it works, but its not easy!
  12. Can we delete? Too specific?
  13. Can we delete? Too specific?