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Getting to Everyday Improvement:
                           How to Connect the Science and
                             Culture of Problem Solving
                                        February 14, 2013
                                           Judy Worth
                                           Beau Keyte
© 2013 LTG, LLC. All rights reserved.
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© 2013 LTG, LLC. All rights reserved.
Today’s Presenter

                              Judy Worth
                              • Faculty, Lean Enterprise Institute
                              • Partner Lean Transformations Group; focus:
                              • Organizational development & instructional
                                design
                              • Co-facilitated value-stream improvement
                                efforts in healthcare & other organizations
                              • Began lean journey as instructional designer
                                on Mapping to See (LEI)
                              • Coauthor with Tom Shuker, Beau Keyte, et al,
                                of Perfecting Patient Journeys
© 2013 LTG, LLC. All rights reserved.
Today’s Presenter
                                        Beau Keyte
                                        • Faculty, Lean Enterprise Institute
                                        • Partner, Lean Transformations Group;
                                          focus:
                                        • Work & management processes
                                        • Began lean journey in automotive; now
                                          healthcare & admin
                                        • Coauthor Mapping to See & Shingo-Award
                                          winning book The Complete Lean Enterprise
                                        • Coauthor with Judy Worth, Tom Shuker, et
                                          al, of Perfecting Patient Journeys

© 2013 LTG, LLC. All rights reserved.
On Sale Now … LEI’s Latest Book

                                        Perfecting Patient Journeys
                                        Improving patient safety, quality, and
                                        satisfaction while building problem-
                                        solving skills

                                        By Judy Worth, Tom Shuker, Beau
                                        Keyte, Karl Ohaus, Jim Luckman,
                                        David Verble, Kirk Paluska, and Todd
                                        Nickel

                                        Download forms and excerpts at
                                        lean.org/Store
© 2013 LTG, LLC. All rights reserved.
Training

      Take a deeper dive into this methodology for whole value-
      stream improvement

      • Register for the full-day workshop - From Fire Fighting to
        Continuous Improvement: Sharpening PDCA Problem-
        Solving Skills

               March 12, Lean Transformation Summit, Orlando
                (March 13-14)

               June 4, Lean Healthcare Transformation Summit,
                Orlando (June 5-6)

© 2013 LTG, LLC. All rights reserved.
Typical Default Positions In
                           Problem Solving
      • Blanket solutions & best practices
      • Boss/subordinate interactions: Directive
        solutions
      • “A Team”
      • Expert problem solvers




© 2013 LTG, LLC. All rights reserved.
Why Don’t Problems Get/Stay
                          Solved?
      • We assume:
              – we know what the problem is without seeing what is
                actually happening
              – we know how to fix a problem without finding out
                what is causing it
              – we know what is causing the problem without
                confirming it
              – the problem has only one cause




© 2013 LTG, LLC. All rights reserved.
Why Don’t Problems Get/Stay
                          Solved?
      • We don’t engage the people closest to the work
        in solving the problem
      • We lack a common methodology for solving
        problems
      • We don’t develop management systems to
        sustain the improvements




© 2013 LTG, LLC. All rights reserved.
How Do We Improve
                       Continuous Improvement?


                                                 GTS

                                        ACT                 PLAN
                                                  GRASP 
                                                   THE 
                                                SITUATION

                                        CHECK               DO


© 2013 LTG, LLC. All rights reserved.
Connecting the Technical
                              and Social Sides
      • The gap we would like to discuss today:
              –    Traditional approaches to problem definition
              –    Solution-based improvements
              –    Minimal front line ownership
              –    Minimal management system linkage




© 2013 LTG, LLC. All rights reserved.
The Technical Side:
                 Small Reversible Experiments
      • Systemic scientific thinking and acting
              – Within the process
              – Within the management of the process
              – Quick cycles of learning
      • Focus on learning, not implementing solutions




© 2013 LTG, LLC. All rights reserved.
Why Small and Why Reversible?


      • Frame proposed solutions as hypotheses about
        cause and experiments as tests of proof
      • Prevent blanket solutions
      • Prevent solutions that don’t link to causes
      • Encourage investigation of root cause(s)
      • Remind us that big problems have multiple
        causes



© 2013 LTG, LLC. All rights reserved.
Plan-Do-Check-Adjust Cycle of
              Problem Solving & Implementation


                                                  GTS

                                        ACT                    PLAN
                                                  GRASP 
                                                   THE                            A P
                                                SITUATION                         C D
                                                                                 A P
                                                                                 C D
                                        CHECK                  DO          A P
                                                                           C D
                                                                     A P
                                                                     C D
                                                               A P
                                                         A P   C D
                                                   A P   C D
© 2013 LTG, LLC. All rights reserved.
                                                   C D
Running Small
                                        Reversible
                                        Experiments




© 2013 LTG, LLC. All rights reserved.
Running an Experiment Means:

      • Developing a THEORY about what you expect to
        happen… (GRASP THE SITUATION)
      • Developing a way to TEST your theory… (PLAN)
      • Running the test and OBSERVE the results…
        (DO)
      • ANALYZ(ing) the results… (CHECK)
      • CONFIRMing (or REJECT) your theory… (ACT)



© 2013 LTG, LLC. All rights reserved.
To Plan Your Own Experiment,
                 Remember:
       Who? What? When? Where? How?
      • Who is going to try out the change?
      • What specifically are they going to do?
      • When are they to do it? What day? What time of day?
        How many times?
      • Where are they going to do it?
      • How will you know that whether the change(s) worked
        (solved or improved the problem)?




© 2013 LTG, LLC. All rights reserved.
Running the Experiment: Some Tips


      • Before you run the experiment, do a dry run and adjust
      • Develop an elevator speech and inform everyone who
        needs to know.
      • Run the experiment.
      • Interview the participants and get their feedback.
      • Review participant feedback and observer data and
        decide what happens next.
      • Write a summary of your results and share with
        participants in the experiment and/or key stakeholders.


© 2013 LTG, LLC. All rights reserved.
Questions?

                                        Reflections?




© 2013 LTG, LLC. All rights reserved.
Why Don’t Problems Get/Stay
                          Solved?
      • We assume….
      • We don’t engage the people closest to the work in
        solving the problem
      • We lack a common methodology for solving problems
      • We don’t develop management systems to sustain the
        improvements




© 2013 LTG, LLC. All rights reserved.
The Social Side: Engaging the
                   Organization in Thinking
      • Socialization is a cycle of communication,
        modification, and consensus building.
              – each stakeholder an opportunity to hear, think, and
                respond
              – the “real” reality and context become apparent




© 2013 LTG, LLC. All rights reserved.
What Do You Need to Socialize?

      • The need for change
      • The problems to address and who is principally
        involved
      • The role of others
      • Information on the problem and gap . . .




© 2013 LTG, LLC. All rights reserved.
What Do You Need to Socialize…?

      • Ideas generated within the problem-solving
        process
      • Ideas and plans for experiments
      • Results of experiments and thoughts for new
        processes
      • Just about everything in the change process!!




© 2013 LTG, LLC. All rights reserved.
Why Do You Need to Socialize?

      • Engage the organization in problem solving
      • Confirm assumptions and data
      • Discover other views of reality
      • Uncover hidden risks (technical or social) for
        different ideas
      • Learn more, “adjust” our thinking to the
        problem



© 2013 LTG, LLC. All rights reserved.
Before You Socialize,
                             You Need to Agree on…
      • Who needs to:
              – Agree (Authorize/Allow)
              – Accept/Support/Contribute
              – Know about
      •     What to Share
      •     How to Connect & Share—formal and informal
      •     Roles
      •     Timing




© 2013 LTG, LLC. All rights reserved.
What’s Your Change Story…

           2) Why? – Business need or purpose
      1) What? – Conditions need to be changed
                  3) How? – Your idea but leave open for
                       discussion
                         4) Why this How?




© 2013 LTG, LLC. All rights reserved.
Socialization Methods:
                                 Formal and Informal
      •     Agenda items for regularly scheduled meetings
      •     Huddles (for shifts AND for problem solving)
      •     Key person assignments
      •     Food and fun
      •     Visual tools




© 2013 LTG, LLC. All rights reserved.
Socialization:
                      Be Sure You Close the Loop




© 2013 LTG, LLC. All rights reserved.
What Difference Does ALL This Make…
                   for Healthcare?
      • Reduced average length of stay (LOS) in a large emergency
        department by 30% and LWOBS BY 60%; increased
        independently gathered customer (patient) satisfaction scores
        by 73%
      • Reduced Operating Room changeover time, which increased
        the number of surgical procedures performed by 20%,
      • Reduced annual staff turnover from 30% to >1%
      • Reduced in inpatient admissions for diabetic patients by 92%
        and physician interruptions by 90%; eliminated routine
        overtime, improved patient satisfaction by 40%
      • Reduced LOS by 30% and LWOBS by 50%; increased patient
        satisfaction scores by 63% and produced
        widespread improvement in teamwork
© 2013 LTG, LLC. All rights reserved.
What Difference Does ALL This Make…
              for Office and Service?
      • 400% productivity increase in back office financial
        services processing
      • Improved Call Center quality by 19%, reduced operator
        hold time by 11%
      • Reduced defects in external
        financial reporting by 95%
      • Reduced emergency credit card
        replacement cycle time by 50%;
        increased customer satisfaction
        by 20%



© 2013 LTG, LLC. All rights reserved.
What Difference Does ALL This Make…
                 for Manufacturing?
      • $1.5 billion in annual savings in value streams outside
        plant facilities
      • 50% reduction in product development lead time
      • 30% increase in engineering
        capacity
      • 60% improvement in customer
        satisfaction




© 2013 LTG, LLC. All rights reserved.
Questions?

                                        Reflections?




© 2013 LTG, LLC. All rights reserved.
Keep Learning After the Webinar

      Book: Perfecting Patient Journeys (hardcover, 161 pages)
          Download forms, templates, excerpts
           On sale now lean.org/ppj

      Workshop: “From Fire Fighting to Continuous
      Improvement: Sharpening PDCA Problem-Solving Skills”
          March 12, Lean Transformation Summit, Orlando
           (March 13-14)
          June 4, Lean Healthcare Transformation Summit,
           Orlando (June 5-6)


© 2013 LTG, LLC. All rights reserved.
Discover What LEI Has for You
      • Visit lean.org
      • Follow LEI on LinkedIn, Twitter, Facebook, YouTube,
        Google+
      • Subscribe to our weekly newsletter

      Contact us:
      • info@lean.org
      • 617-871-2900




© 2013 LTG, LLC. All rights reserved.

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Ppj webinar final_download

  • 1. Getting to Everyday Improvement: How to Connect the Science and Culture of Problem Solving February 14, 2013 Judy Worth Beau Keyte © 2013 LTG, LLC. All rights reserved.
  • 2. Housekeeping • To enlarge slides, use the “expand window” icon just beneath the slides and to the right on your display console • To adjust the sound, use the volume control on the console or on your computer • Type questions into the console box © 2013 LTG, LLC. All rights reserved.
  • 3. Today’s Presenter Judy Worth • Faculty, Lean Enterprise Institute • Partner Lean Transformations Group; focus: • Organizational development & instructional design • Co-facilitated value-stream improvement efforts in healthcare & other organizations • Began lean journey as instructional designer on Mapping to See (LEI) • Coauthor with Tom Shuker, Beau Keyte, et al, of Perfecting Patient Journeys © 2013 LTG, LLC. All rights reserved.
  • 4. Today’s Presenter Beau Keyte • Faculty, Lean Enterprise Institute • Partner, Lean Transformations Group; focus: • Work & management processes • Began lean journey in automotive; now healthcare & admin • Coauthor Mapping to See & Shingo-Award winning book The Complete Lean Enterprise • Coauthor with Judy Worth, Tom Shuker, et al, of Perfecting Patient Journeys © 2013 LTG, LLC. All rights reserved.
  • 5. On Sale Now … LEI’s Latest Book Perfecting Patient Journeys Improving patient safety, quality, and satisfaction while building problem- solving skills By Judy Worth, Tom Shuker, Beau Keyte, Karl Ohaus, Jim Luckman, David Verble, Kirk Paluska, and Todd Nickel Download forms and excerpts at lean.org/Store © 2013 LTG, LLC. All rights reserved.
  • 6. Training Take a deeper dive into this methodology for whole value- stream improvement • Register for the full-day workshop - From Fire Fighting to Continuous Improvement: Sharpening PDCA Problem- Solving Skills  March 12, Lean Transformation Summit, Orlando (March 13-14)  June 4, Lean Healthcare Transformation Summit, Orlando (June 5-6) © 2013 LTG, LLC. All rights reserved.
  • 7. Typical Default Positions In Problem Solving • Blanket solutions & best practices • Boss/subordinate interactions: Directive solutions • “A Team” • Expert problem solvers © 2013 LTG, LLC. All rights reserved.
  • 8. Why Don’t Problems Get/Stay Solved? • We assume: – we know what the problem is without seeing what is actually happening – we know how to fix a problem without finding out what is causing it – we know what is causing the problem without confirming it – the problem has only one cause © 2013 LTG, LLC. All rights reserved.
  • 9. Why Don’t Problems Get/Stay Solved? • We don’t engage the people closest to the work in solving the problem • We lack a common methodology for solving problems • We don’t develop management systems to sustain the improvements © 2013 LTG, LLC. All rights reserved.
  • 10. How Do We Improve Continuous Improvement? GTS ACT PLAN GRASP  THE  SITUATION CHECK DO © 2013 LTG, LLC. All rights reserved.
  • 11. Connecting the Technical and Social Sides • The gap we would like to discuss today: – Traditional approaches to problem definition – Solution-based improvements – Minimal front line ownership – Minimal management system linkage © 2013 LTG, LLC. All rights reserved.
  • 12. The Technical Side: Small Reversible Experiments • Systemic scientific thinking and acting – Within the process – Within the management of the process – Quick cycles of learning • Focus on learning, not implementing solutions © 2013 LTG, LLC. All rights reserved.
  • 13. Why Small and Why Reversible? • Frame proposed solutions as hypotheses about cause and experiments as tests of proof • Prevent blanket solutions • Prevent solutions that don’t link to causes • Encourage investigation of root cause(s) • Remind us that big problems have multiple causes © 2013 LTG, LLC. All rights reserved.
  • 14. Plan-Do-Check-Adjust Cycle of Problem Solving & Implementation GTS ACT PLAN GRASP  THE  A P SITUATION C D A P C D CHECK DO A P C D A P C D A P A P C D A P C D © 2013 LTG, LLC. All rights reserved. C D
  • 15. Running Small Reversible Experiments © 2013 LTG, LLC. All rights reserved.
  • 16. Running an Experiment Means: • Developing a THEORY about what you expect to happen… (GRASP THE SITUATION) • Developing a way to TEST your theory… (PLAN) • Running the test and OBSERVE the results… (DO) • ANALYZ(ing) the results… (CHECK) • CONFIRMing (or REJECT) your theory… (ACT) © 2013 LTG, LLC. All rights reserved.
  • 17. To Plan Your Own Experiment, Remember: Who? What? When? Where? How? • Who is going to try out the change? • What specifically are they going to do? • When are they to do it? What day? What time of day? How many times? • Where are they going to do it? • How will you know that whether the change(s) worked (solved or improved the problem)? © 2013 LTG, LLC. All rights reserved.
  • 18. Running the Experiment: Some Tips • Before you run the experiment, do a dry run and adjust • Develop an elevator speech and inform everyone who needs to know. • Run the experiment. • Interview the participants and get their feedback. • Review participant feedback and observer data and decide what happens next. • Write a summary of your results and share with participants in the experiment and/or key stakeholders. © 2013 LTG, LLC. All rights reserved.
  • 19. Questions? Reflections? © 2013 LTG, LLC. All rights reserved.
  • 20. Why Don’t Problems Get/Stay Solved? • We assume…. • We don’t engage the people closest to the work in solving the problem • We lack a common methodology for solving problems • We don’t develop management systems to sustain the improvements © 2013 LTG, LLC. All rights reserved.
  • 21. The Social Side: Engaging the Organization in Thinking • Socialization is a cycle of communication, modification, and consensus building. – each stakeholder an opportunity to hear, think, and respond – the “real” reality and context become apparent © 2013 LTG, LLC. All rights reserved.
  • 22. What Do You Need to Socialize? • The need for change • The problems to address and who is principally involved • The role of others • Information on the problem and gap . . . © 2013 LTG, LLC. All rights reserved.
  • 23. What Do You Need to Socialize…? • Ideas generated within the problem-solving process • Ideas and plans for experiments • Results of experiments and thoughts for new processes • Just about everything in the change process!! © 2013 LTG, LLC. All rights reserved.
  • 24. Why Do You Need to Socialize? • Engage the organization in problem solving • Confirm assumptions and data • Discover other views of reality • Uncover hidden risks (technical or social) for different ideas • Learn more, “adjust” our thinking to the problem © 2013 LTG, LLC. All rights reserved.
  • 25. Before You Socialize, You Need to Agree on… • Who needs to: – Agree (Authorize/Allow) – Accept/Support/Contribute – Know about • What to Share • How to Connect & Share—formal and informal • Roles • Timing © 2013 LTG, LLC. All rights reserved.
  • 26. What’s Your Change Story… 2) Why? – Business need or purpose 1) What? – Conditions need to be changed 3) How? – Your idea but leave open for discussion 4) Why this How? © 2013 LTG, LLC. All rights reserved.
  • 27. Socialization Methods: Formal and Informal • Agenda items for regularly scheduled meetings • Huddles (for shifts AND for problem solving) • Key person assignments • Food and fun • Visual tools © 2013 LTG, LLC. All rights reserved.
  • 28. Socialization: Be Sure You Close the Loop © 2013 LTG, LLC. All rights reserved.
  • 29. What Difference Does ALL This Make… for Healthcare? • Reduced average length of stay (LOS) in a large emergency department by 30% and LWOBS BY 60%; increased independently gathered customer (patient) satisfaction scores by 73% • Reduced Operating Room changeover time, which increased the number of surgical procedures performed by 20%, • Reduced annual staff turnover from 30% to >1% • Reduced in inpatient admissions for diabetic patients by 92% and physician interruptions by 90%; eliminated routine overtime, improved patient satisfaction by 40% • Reduced LOS by 30% and LWOBS by 50%; increased patient satisfaction scores by 63% and produced widespread improvement in teamwork © 2013 LTG, LLC. All rights reserved.
  • 30. What Difference Does ALL This Make… for Office and Service? • 400% productivity increase in back office financial services processing • Improved Call Center quality by 19%, reduced operator hold time by 11% • Reduced defects in external financial reporting by 95% • Reduced emergency credit card replacement cycle time by 50%; increased customer satisfaction by 20% © 2013 LTG, LLC. All rights reserved.
  • 31. What Difference Does ALL This Make… for Manufacturing? • $1.5 billion in annual savings in value streams outside plant facilities • 50% reduction in product development lead time • 30% increase in engineering capacity • 60% improvement in customer satisfaction © 2013 LTG, LLC. All rights reserved.
  • 32. Questions? Reflections? © 2013 LTG, LLC. All rights reserved.
  • 33. Keep Learning After the Webinar Book: Perfecting Patient Journeys (hardcover, 161 pages)  Download forms, templates, excerpts On sale now lean.org/ppj Workshop: “From Fire Fighting to Continuous Improvement: Sharpening PDCA Problem-Solving Skills”  March 12, Lean Transformation Summit, Orlando (March 13-14)  June 4, Lean Healthcare Transformation Summit, Orlando (June 5-6) © 2013 LTG, LLC. All rights reserved.
  • 34. Discover What LEI Has for You • Visit lean.org • Follow LEI on LinkedIn, Twitter, Facebook, YouTube, Google+ • Subscribe to our weekly newsletter Contact us: • info@lean.org • 617-871-2900 © 2013 LTG, LLC. All rights reserved.