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Our Lean Experience 
Cellular Pathology, Royal Victoria Infirmary 
Terry Coaker
Histology Operations Manager 
One year secondment to: 
North of England 
Haematological Oncology Diagnostic Service 
NEHODS
Cellular Pathology, Newcastle Hospitals 
• Our history 
• Why change? 
• Most important lessons:- 
– Lean Thinking 
– Lean Tools 
– Management 
– Data
Cellular Pathology, Newcastle Hospitals 
• 1981: RVI 9,700 requests per annum 
• From 1995 to date: merger of NGH acute 
services; NGH histology; Dental Hospital; 
Freeman histology; Muscle & nerve; Cytology; 
Neuropathology. 
• Decant to prefabs for 3.5 years 
• December 2006 - Bigger NOT Better ! - Lean 
• May 2009: New PFI 
• 2013-2014: 54,000 p.a.
Drivers for change 
• Lord Carter 20% reduction 
• Modernising Scientific Careers 
• Private sector 
• NHS England 
• Regional rationalisation 
• Trust CIP – 2012/13 = 4.0% = £328,280 
• Trust ‘Transformation’ 2013/14 
• Why would you NOT want to improve the service !
Drivers for change… 
“Here is Edward Bear, coming downstairs now, 
bump, bump, bump, on the back of his head, behind 
Christopher Robin. It is, as far as he knows, the only 
way of coming down-stairs, but sometimes he feels 
that there really is another way, if only he could 
stop bumping for a moment and think of it.”
November 2009, NHS Improvement
Unconscious incompetence 
Conscious incompetence 
Conscious competence 
Unconscious competence
Continuous improvement ? 
+ =
Continuous 
improvement ? 
+ =
Continuous improvement 
Machines, 
environment & 
processes 
WILL break 
down over 
time
Continuous improvement 
People are the only 
organisational asset that has 
an infinite capacity 
to appreciate in value
Continuous improvement 
Reactance - if we try to make 
people do something, they will 
resist doing it… 
…even if they agree with it !
NNoott iinnvveenntteedd hheerree…… 
‘‘TThhoossee ppeeooppllee aarreenn’’tt lliikkee uuss’’ 
Our situation is more complicated than 
that’ 
‘Those ideas won’t work here’
‘‘That’s the wwaayy II’’vvee aallwwaayyss ddoonnee iitt’’ 
‘We’ve tried that before… 
and it didn’t work’ 
? Passive aggressive behaviour 
– or worse!
Don’t let perfect get in the way of better 
AAssssuummee nnootthhiinngg 
Just do it 
"She didn't know it couldn't be done, so she went ahead and did it" 
CCoonnttiinnuuoouuss iimmpprroovveemmeenntt WWaallkk tthhee ggeemmbbaa 
You get what you deserve 
… you deserve 
what you tolerate 
It’s not people, 
it’s processes 
If you can’t measure it, you can’t 
manage it 
Every system is perfectly designed 
to achieve exactly the results it gets
To improve the work is the work 
RRiigghhtt ffiirrsstt ttiimmee 
Quality at Source 
NEVER Accept, Make or Pass a Defect 
GGoo sseeee……,, aasskk wwhhyy?? 
rreessppeecctt tthhee iinnddiivviidduuaall
Lean Methods 
Continuous Improvement Toolbox 
Pull Systems 
Work Cells Performance 
TPM Measurement 
Standardized Work POUS 
Value Stream Mapping 
5S System Layout 
Setup 
Reduction 
Teams 
Visual 
Controls 
Quality at 
the Source Continuous Flow 
Batch Size 
Reduction 
Lean Tools
Lean Tools - Seven forms of waste 
1. Correction - re-embedding, deepers 
2. Overproduction - inappropriate requesting 
3. Transport - e.g. point of use p.wax 
4. Movement - more steps than necessary / 
double handling / stretching 
5. Waiting …to do work 
…work waiting to be done 
6. Inventory - “batch and queue”/ unnecessary 
supplies or equipment 
7. Inappropriate - activities which do not add value 
processing e.g. date and time of receipt 
8. People waste - not using the knowledge skills and 
abilities of the employee
Batch logic v Flow Logic 
SPF Batch 
1 
2 
3 
3 
2 
1 
Assumptions: 
• 3 Operators 
• 3 processes 
• 1 min per process 
• 0 min Move Time 
• 10 specimens 
10m 20m 30m 
Batch 
21” 
30” 
SPF 
3” 
12” 
First result 
Last result
Spaghetti diagrams 
Band 2 embedding
Spaghetti diagrams 
Band 6 microtomy
Cells 
• Cells – Danaher, Leica, Pathlinks 
• Integrate all functions in close proximity 
• Problem solving easier 
• Smaller batches, continuous throughput 
• Teamwork, ownership & accountability 
• Faster response 
• Reduced turnaround times
Spaghetti diagrams 
Cells
Visual Display
Visual Display
Visual Display
Visual Display
Visual Display
Visual Display
Visual Display
Visual Display
Visual Display
Re-organisation of meetings 
Spec Rec ICC General 
Slide Cytology 
Production 
Office 
Weekly Huddle Review 
Histology Performance 
Medical specialty team meetings
Benefits 
• Daily ! Addresses issues immediately 
• Clarifies duties 
• Encourages feedback 
• Staff know more about their role 
• Ownership 
• Motivating and enjoyable!
Staffing 
Healthcare Science Assistants 
 Embedding 
Healthcare Science Associates 
 Microtomy, ICC, EM prep, Supervision 
BMS Team Leaders 
 Supervision / Management 
BMS Advanced Practitioners 
 Histological dissection 
 Reporting pilot
Improve safety 
Histology Complete Request Forms 2012 
100% 
90% 
80% 
70% 
60% 
50% 
40% 
30% 
20% 
10% 
0% 
Mar-12 
Jan-12 
Feb-12 
Apr-12 
May-12 
Jul-12 
Aug-12 
Jun-12 
Oct-12 
Nov-12 
Sep-12 
Jan-13 
Feb-13 
Dec-12 
Mar-13
Detailed Team TAT
Thank you for listening 
…any questions ? 
terry.coaker@nuth.nhs.uk
58 
7th November 2012
New Technology - IT 
• Order communications, Electronic Patient Record 
• Bar coding 
• Slide writers 
• Tracking Radio Frequency Identification RFID’s 
• Digital imaging 
– Macro e.g. Macropath, Nikon 
– Micro e.g. Coolscope, Aperio, virtual slides 
• Voice recognition
Automation 
• Embedding 
• Motorised microtomes 
• ICC to include antigen retrieval, DCM 
• Special staining
Tissue Processing 
• Microwave – now automated 
• Continuous access 
• 1- 40 cassettes every hour 
• Formaldehyde and xylene free 
• UMFIX Universal Molecular Fixative 
• Danaher / Leica / Vision Biosystems Peloris XFP 
• Milestone Pathos 
• Siemens / Bayer / Sakura Finetech Histoexpress
Tissue Processing 
Azorides R.Morales 
University of Miami / Jackson Memorial Medical Centre 
Requests Reported on 
day of surgery 
1996 23349 27 
2003 30124 1177117733
Reporting 
‘DGH’ 
Trim 
Process 
Report 
Ideal ? 
Trim 
Process 
Report 
Trainee 
‘Teaching’ 
Trim BMS /Trainee 
Process 
Report Trainee 
Deepers / specials/ ICC 
Trainee 
Report Consultant
The Shingo Prize 
for Operational Excellence 
Cultural Enablers Lead with humility 
Respect every individual 
Continuous 
Process 
Improvement 
FFooccuuss oonn pprroocceessss 
EEmmbbrraaccee sscciieennttiiffiicc tthhiinnkkiinngg 
FFllooww aanndd ppuullll vvaalluuee 
AAssssuurree qquuaalliittyy aatt ssoouurrccee 
SSeeeekk ppeerrffeeccttiioonn 
Enterprise 
Alignment 
CCrreeaattee ccoonnssttaannccyy ooff ppuurrppoossee 
TThhiinnkk ssyysstteemmaattiiccaallllyy 
Results CCrreeaattee vvaalluuee ffoorr tthhee ccuussttoommeerr
‘The Lean Champion is a Farmer’ 
Kegan and Lahey 
Innovators 
Early 
Majority 
Dogs Horses Sheep Goats 
Lemmings Hyenas 
20 30 30 20 
Resistant to 
change 
Range of attitudes 
“Wait and see” 
“Show me” 
Ready for change 
“Lets get started!” 
18th June 2007 
Early 
adopters 
Late 
Majority 
Laggards 
Rogers diffusion curve
Theory of constraints ?

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Lean in histopathology

  • 1. Our Lean Experience Cellular Pathology, Royal Victoria Infirmary Terry Coaker
  • 2. Histology Operations Manager One year secondment to: North of England Haematological Oncology Diagnostic Service NEHODS
  • 3. Cellular Pathology, Newcastle Hospitals • Our history • Why change? • Most important lessons:- – Lean Thinking – Lean Tools – Management – Data
  • 4. Cellular Pathology, Newcastle Hospitals • 1981: RVI 9,700 requests per annum • From 1995 to date: merger of NGH acute services; NGH histology; Dental Hospital; Freeman histology; Muscle & nerve; Cytology; Neuropathology. • Decant to prefabs for 3.5 years • December 2006 - Bigger NOT Better ! - Lean • May 2009: New PFI • 2013-2014: 54,000 p.a.
  • 5. Drivers for change • Lord Carter 20% reduction • Modernising Scientific Careers • Private sector • NHS England • Regional rationalisation • Trust CIP – 2012/13 = 4.0% = £328,280 • Trust ‘Transformation’ 2013/14 • Why would you NOT want to improve the service !
  • 6. Drivers for change… “Here is Edward Bear, coming downstairs now, bump, bump, bump, on the back of his head, behind Christopher Robin. It is, as far as he knows, the only way of coming down-stairs, but sometimes he feels that there really is another way, if only he could stop bumping for a moment and think of it.”
  • 7. November 2009, NHS Improvement
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  • 15. Unconscious incompetence Conscious incompetence Conscious competence Unconscious competence
  • 18. Continuous improvement Machines, environment & processes WILL break down over time
  • 19. Continuous improvement People are the only organisational asset that has an infinite capacity to appreciate in value
  • 20. Continuous improvement Reactance - if we try to make people do something, they will resist doing it… …even if they agree with it !
  • 21. NNoott iinnvveenntteedd hheerree…… ‘‘TThhoossee ppeeooppllee aarreenn’’tt lliikkee uuss’’ Our situation is more complicated than that’ ‘Those ideas won’t work here’
  • 22. ‘‘That’s the wwaayy II’’vvee aallwwaayyss ddoonnee iitt’’ ‘We’ve tried that before… and it didn’t work’ ? Passive aggressive behaviour – or worse!
  • 23.
  • 24. Don’t let perfect get in the way of better AAssssuummee nnootthhiinngg Just do it "She didn't know it couldn't be done, so she went ahead and did it" CCoonnttiinnuuoouuss iimmpprroovveemmeenntt WWaallkk tthhee ggeemmbbaa You get what you deserve … you deserve what you tolerate It’s not people, it’s processes If you can’t measure it, you can’t manage it Every system is perfectly designed to achieve exactly the results it gets
  • 25. To improve the work is the work RRiigghhtt ffiirrsstt ttiimmee Quality at Source NEVER Accept, Make or Pass a Defect GGoo sseeee……,, aasskk wwhhyy?? rreessppeecctt tthhee iinnddiivviidduuaall
  • 26.
  • 27. Lean Methods Continuous Improvement Toolbox Pull Systems Work Cells Performance TPM Measurement Standardized Work POUS Value Stream Mapping 5S System Layout Setup Reduction Teams Visual Controls Quality at the Source Continuous Flow Batch Size Reduction Lean Tools
  • 28. Lean Tools - Seven forms of waste 1. Correction - re-embedding, deepers 2. Overproduction - inappropriate requesting 3. Transport - e.g. point of use p.wax 4. Movement - more steps than necessary / double handling / stretching 5. Waiting …to do work …work waiting to be done 6. Inventory - “batch and queue”/ unnecessary supplies or equipment 7. Inappropriate - activities which do not add value processing e.g. date and time of receipt 8. People waste - not using the knowledge skills and abilities of the employee
  • 29. Batch logic v Flow Logic SPF Batch 1 2 3 3 2 1 Assumptions: • 3 Operators • 3 processes • 1 min per process • 0 min Move Time • 10 specimens 10m 20m 30m Batch 21” 30” SPF 3” 12” First result Last result
  • 30. Spaghetti diagrams Band 2 embedding
  • 31. Spaghetti diagrams Band 6 microtomy
  • 32. Cells • Cells – Danaher, Leica, Pathlinks • Integrate all functions in close proximity • Problem solving easier • Smaller batches, continuous throughput • Teamwork, ownership & accountability • Faster response • Reduced turnaround times
  • 43. Re-organisation of meetings Spec Rec ICC General Slide Cytology Production Office Weekly Huddle Review Histology Performance Medical specialty team meetings
  • 44.
  • 45. Benefits • Daily ! Addresses issues immediately • Clarifies duties • Encourages feedback • Staff know more about their role • Ownership • Motivating and enjoyable!
  • 46.
  • 47. Staffing Healthcare Science Assistants  Embedding Healthcare Science Associates  Microtomy, ICC, EM prep, Supervision BMS Team Leaders  Supervision / Management BMS Advanced Practitioners  Histological dissection  Reporting pilot
  • 48.
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  • 50. Improve safety Histology Complete Request Forms 2012 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% Mar-12 Jan-12 Feb-12 Apr-12 May-12 Jul-12 Aug-12 Jun-12 Oct-12 Nov-12 Sep-12 Jan-13 Feb-13 Dec-12 Mar-13
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  • 57. Thank you for listening …any questions ? terry.coaker@nuth.nhs.uk
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  • 63. New Technology - IT • Order communications, Electronic Patient Record • Bar coding • Slide writers • Tracking Radio Frequency Identification RFID’s • Digital imaging – Macro e.g. Macropath, Nikon – Micro e.g. Coolscope, Aperio, virtual slides • Voice recognition
  • 64. Automation • Embedding • Motorised microtomes • ICC to include antigen retrieval, DCM • Special staining
  • 65. Tissue Processing • Microwave – now automated • Continuous access • 1- 40 cassettes every hour • Formaldehyde and xylene free • UMFIX Universal Molecular Fixative • Danaher / Leica / Vision Biosystems Peloris XFP • Milestone Pathos • Siemens / Bayer / Sakura Finetech Histoexpress
  • 66. Tissue Processing Azorides R.Morales University of Miami / Jackson Memorial Medical Centre Requests Reported on day of surgery 1996 23349 27 2003 30124 1177117733
  • 67. Reporting ‘DGH’ Trim Process Report Ideal ? Trim Process Report Trainee ‘Teaching’ Trim BMS /Trainee Process Report Trainee Deepers / specials/ ICC Trainee Report Consultant
  • 68. The Shingo Prize for Operational Excellence Cultural Enablers Lead with humility Respect every individual Continuous Process Improvement FFooccuuss oonn pprroocceessss EEmmbbrraaccee sscciieennttiiffiicc tthhiinnkkiinngg FFllooww aanndd ppuullll vvaalluuee AAssssuurree qquuaalliittyy aatt ssoouurrccee SSeeeekk ppeerrffeeccttiioonn Enterprise Alignment CCrreeaattee ccoonnssttaannccyy ooff ppuurrppoossee TThhiinnkk ssyysstteemmaattiiccaallllyy Results CCrreeaattee vvaalluuee ffoorr tthhee ccuussttoommeerr
  • 69.
  • 70. ‘The Lean Champion is a Farmer’ Kegan and Lahey Innovators Early Majority Dogs Horses Sheep Goats Lemmings Hyenas 20 30 30 20 Resistant to change Range of attitudes “Wait and see” “Show me” Ready for change “Lets get started!” 18th June 2007 Early adopters Late Majority Laggards Rogers diffusion curve
  • 71.