Ever since the outbreak of COVID-19, those of us in Continuous Improvement roles have had to rethink how we can continue on our improvement journey. For many of us, team collaboration in the same physical space has proven to be a very effective way to engage employees, surface problems, collaborate on the design of countermeasures, and drive buy-in. But in this new environment of physical distancing and remote workers, gathering all the parties in the same room is not an option for many organizations. In this webinar, you’ll learn—and see examples of—how teams have effectively used Zoom in conjunction with Miro (a collaborative, virtual, workspace app) to drive participant engagement in activities such as Hoshin Kanri and Rapid Improvement (Kaizen) Events. Attend this webinar and you’ll learn: - What are the different types of team events & how they differ from each other (Kaizen / Rapid Improvement Events; Rapid Planning Events; Value Stream Mapping; Hoshin Kanri) - What adjustments have been made in planning and facilitating these events during the pandemic - How to use online collaborative tools to facilitate events with remote teams - What are the benefits of online collaborative tools - Q&A

1. Going Remote: How Process
Improvement Teams Collaborate Virtually
Presented by Mike Osterling
President, Osterling Consulting Inc.
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Where are you from?
Let us know in the
Chat area!

2. FEATURED SPEAKER
Mike Osterling
President, Osterling Consulting, Inc.
• www.mosterling.com
• mike@mosterling.com
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3. Collaborative CI Activities
•Hoshin Kanri /Strategy Deployment
•Value Stream Mapping
•Rapid Planning Events
•Kaizen / Rapid Improvement Events

4. Poll #1
What type of remote team-based, continuous
improvement activity, have you participated in since
the onset of COVID-19? Select all that apply.
A. I have not participated in any remote, team-based, continuous
improvement activities since COVID-19
B. Kaizen Events
C. Rapid Planning Events
D. Value Stream Mapping
E. Hoshin Kanri / Strategy Deployment
F. Other

5. Type of Activity
Hoshin Kanri /
Strategy
Deployment
Value Stream
Mapping (VSM) Kaizen Event (KE)
Rapid Planning Event
(RPE)
Nature of
activity
• Strategic
• Connect
organization’s big
goals to action items
• Strategic
• Macro level
• Typically from initial
request to fulfillment
• Tactical
• In the weeds
• Point kaizen
• Tactical
• In the weeds
• Point kaizen
Who
• Senior leadership • Senior / upper
management
• The “doers”
• Support personnel
• The “doers”
• Support personnel
Deliver-
ables
• Strategic plan
• Objectives
• KPIs
• Initiatives
• Action items
• Ready for “catchball”
(review & buy-in)
• Transformation plan –
(6-12 months?)
• Drives tactical level
improvement activities
(KEs, RPEs, A3s,
projects, etc.)
• New process is defined
• Changes tested &
adopted during event
• 30-day list (for the few
pending items)
• New process is defined
• Transformation plan
(target short term - ~30
days) – for logistical
reasons not possible to
implement during team
event.

6. Poll #2
Other than Zoom, what online team collaboration
tool have you used this year? Select all that apply.
A. I have not used any online team collaboration tools
B. Only Zoom or Teams
C. Miro
D. Mural
E. Trello
F. Other

7. Miro – Let’s See What Remote
Collaboration Can Look Like

8. Keys to Success
• Send tutorials / video links / cheat-sheets ahead of time
• Session length – short, but not too short
• Consecutive days
• Cameras on; headsets if possible
• Focus – call on people!
• Breakout rooms (Zoom, Teams…)
• Timer
• Set ground rules for off-line edits (e.g. color code)
• Plus / Delta – multiple in-process checks

9. Resources
• Virtual whiteboards (whichever you use, make sure all
participants can edit)
• Miro – www.miro.com
• Mural – www.mural.co
• Trello – www.trello.com
• Card Smith – www.cardsmith.co

10. Call to Action
• Get a free subscription to one of the apps (usually limited to number
of days, boards, team members, etc.)
• Pick a colleague and a problem - something that you are currently
working on or is on the near-term event horizon (doesn’t have to be
a team-based activity).
• Practice: Use the app and start capturing the “current condition”
• Fishbone Diagram
• 5 Whys
• Current State Process Flow
• Brainstorming (Causes? Countermeasures?)
• Or… be creative…

11. OFFER – FREE CONSULTATION
What can you do to keep your
organization moving forward?
•Reach out if you have questions about:
•Virtual collaboration
•Running events in general
•Remote facilitation resources
Mike Osterling
www.mosterling.com
mike@mosterling.com
619-572-3632

12. QUESTIONS?
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