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[object Object],Using A3 for Policy Deployment
[object Object],[object Object],[object Object],[object Object],Course Objectives
Introduction ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Managing Expectations ,[object Object],[object Object],[object Object],[object Object]
What is Policy Deployment? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What are the origins of PD?
Conventional Planning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],1994: The moment of truth
1994: Henry Mintzberg “ Strategy cannot be planned because planning is about analysis and strategy is about synthesis.” He adds: “Strategies are created by emphasizing informal learning and personal vision.” Mintzberg, 1994
[object Object],Central Planning way of killing creativity and entrepreneurship.” Kenichi Ohmae, 1982
Strategy = Analysis + Intuition “ Chess is not all calculation. I do the calculation, but I also look at my opponent, his body language, and his intuition.” Alexander Kotov, 1971
Left over from Planning Schools ,[object Object],[object Object],[object Object]
Differences with Policy Deployment? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Review of PDCA  REFLECT GRASP THE SITUATION HYPOTHESIS EXPERIMENT ADJUST  Plan Do Check Act
Comparing Broccoli and PDCA? …  Fractals
Fractals View of PDCA Business Planning Activity Planning Problem Solving / Kaizen Daily Work Std Work - CI A3 Project A3 Plan Policy Deployment Tools Activities Activities Tools A3 Strategy
Policy Deployment Cycle ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Grasp the Situation ,[object Object],[object Object],Plan Do Check Act
Activity 1 – Grasping the Situation The Advisory Committee Phase 1:   Read page 1 & 2  and discuss by group (7 min) Phase 2:   Read page 3 and discuss by group (5 min) Phase 3:   Class reflection (8 min)
What is A3? ,[object Object],[object Object],[object Object]
What are the benefits of A3? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
A3 Strategy Construction
A3 Strategy Template
The Road Metaphor Current Condition (Where we are) Our Vision (Destination) Use Policy Deployment Use Operational Plan Avoid Distractions!
How do you get there? Grasp the Situation ,[object Object],[object Object],Plan Do Check Act
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Reflect on Current Condition
Reflect on Current Conditions
Activity 2 – Dashboard Analysis Display Plus Plasma Case Study Phase 1:   Study the graphs to decipher the story (5 min) Phase 2:   Compare notes and discuss by group (5 min) Phase 3:   Class reflection (5 min)
[object Object],[object Object],[object Object],[object Object],[object Object],Develop Image of Desired Future
Develop Image of Desired Future
How do you get there? ,[object Object],[object Object],[object Object],Plan Grasp the Situation Do Check Act
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Prioritize Needs - Objectives
Catch Ball Process ,[object Object],[object Object],[object Object],[object Object],[object Object]
Activity 3 – Reflect and Plan Display Plasma Plus Phase 1:   Read case study and assign roles (5 min) Phase 2:   Catch ball / Tree Analysis (7 min) Phase 3:  Class Reflection (5 min)
Prioritize Needs - Objectives
Create One Page Plan ,[object Object],[object Object],[object Object],• Prioritize needs &  choose objectives • Create plan • Deploy plan • Prioritize needs &  choose objectives • Create plan • Deploy plan Plan Grasp the Situation Do Check Act
Brainstorm ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Talk to colleagues who ran last year’s marathon Subscribe to  Runner’s magazine Find a personal trainer Change diet Find right running buddies Read about injury prevention Read about mental aspects of running Perform correct stretching before running Work on flexibility and strength at gym
Affinity Diagram Step 1 - Generate ideas (Brainstorm) Step 2 - Display ideas Step 3 - Sort ideas into groups Step 4 - Create header cards Step 5 - Draw finished diagram.
Affinity Diagram Group ideas by short, action title Objectives Header 1 Header 2 Header 3 Header 4 Header 5 Header 6 Activity Activity Activity Activity Activity Activity
Create One-Page Plan
Activity 4 – Affinity Diagram ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Contingency planning ,[object Object],[object Object],[object Object],[object Object],[object Object],Sun diagram
Contingency Plan
Activity 5 – Contingency Planning ,[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Deploy the plan • Prioritize needs &  choose objectives • Create plan • Deploy plan • Prioritize needs &  choose objectives • Create plan • Deploy plan Plan Grasp the Situation Do Check Act
Deploy the plan Plant Management Deployment Leader Cost Deployment Leader Delivery Deployment Leader Quality Deployment Leader Safety Supply Chain VSM 3 VSM 2 VSM 1 Cost Delivery Quality Safety Functional Leader
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Deploy the Plan: Present
Deploy the Plan Deployment Leaders Mgr & Supervisors PLAN Plant  A3 Strategy High-level SQDC Cost A3 Strategy Delivery A3 Strategy Quality A3 Strategy Safety A3 Strategy A3 Strategy A3 Strategy A3 Strategy A3 Strategy ids Plans & Projects P D A C
[object Object],[object Object],[object Object],Implement Action Plans
“Go See” Process: ,[object Object],[object Object],[object Object],[object Object]
Example of “Go See Quality”
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Micro Check and Adjust
Micro Check and Adjust Bowling Chart Dashboard
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Micro Check and Adjust
Connected Check Micro Check and Adjust Team Supervisors, Team Leads  Monday Plant/Deployment Leaders Plant Mgr, Deployment Ldrs, VS Mgrs Wednesday Value Stream VS Mgrs, Supervisors Tuesday
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Mid/End Year Check and Adjust
Mid/End Year Check and Adjust
Deployment Leaders & Mgrs Deployment Leaders Mgr & Supervisors Mgr & Supervisors CHECK PLAN DO ACT (corrective actions against Plans) Mid/End Year Check and Adjust Plant  A3 Strategy High-level SQDC Cost A3 Strategy Delivery A3 Strategy Quality A3 Strategy Safety A3 Strategy A3 Strategy A3 Strategy A3 Strategy A3 Strategy ids Plans & Projects A3 Reflection A3 Reflection A3 Reflection A3 Reflection Quarterly & Year-End Cost A3 Reflection Delivery A3 Reflection Quality A3 Reflection A3 Reflection Safety P D A C
Annual PDCA Cycle
Putting Everything Together
Putting Everything Together
Activity 6 – Teach Back ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],Using A3 for Policy Deployment Last minute questions?

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A3 Thinking Applied to Policy Deployment

  • 1.
  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7. What are the origins of PD?
  • 8.
  • 9.
  • 10. 1994: Henry Mintzberg “ Strategy cannot be planned because planning is about analysis and strategy is about synthesis.” He adds: “Strategies are created by emphasizing informal learning and personal vision.” Mintzberg, 1994
  • 11.
  • 12. Strategy = Analysis + Intuition “ Chess is not all calculation. I do the calculation, but I also look at my opponent, his body language, and his intuition.” Alexander Kotov, 1971
  • 13.
  • 14.
  • 15. Review of PDCA REFLECT GRASP THE SITUATION HYPOTHESIS EXPERIMENT ADJUST Plan Do Check Act
  • 16. Comparing Broccoli and PDCA? … Fractals
  • 17. Fractals View of PDCA Business Planning Activity Planning Problem Solving / Kaizen Daily Work Std Work - CI A3 Project A3 Plan Policy Deployment Tools Activities Activities Tools A3 Strategy
  • 18.
  • 19. Activity 1 – Grasping the Situation The Advisory Committee Phase 1: Read page 1 & 2 and discuss by group (7 min) Phase 2: Read page 3 and discuss by group (5 min) Phase 3: Class reflection (8 min)
  • 20.
  • 21.
  • 24. The Road Metaphor Current Condition (Where we are) Our Vision (Destination) Use Policy Deployment Use Operational Plan Avoid Distractions!
  • 25.
  • 26.
  • 27. Reflect on Current Conditions
  • 28. Activity 2 – Dashboard Analysis Display Plus Plasma Case Study Phase 1: Study the graphs to decipher the story (5 min) Phase 2: Compare notes and discuss by group (5 min) Phase 3: Class reflection (5 min)
  • 29.
  • 30. Develop Image of Desired Future
  • 31.
  • 32.
  • 33.
  • 34. Activity 3 – Reflect and Plan Display Plasma Plus Phase 1: Read case study and assign roles (5 min) Phase 2: Catch ball / Tree Analysis (7 min) Phase 3: Class Reflection (5 min)
  • 35. Prioritize Needs - Objectives
  • 36.
  • 37.
  • 38. Affinity Diagram Step 1 - Generate ideas (Brainstorm) Step 2 - Display ideas Step 3 - Sort ideas into groups Step 4 - Create header cards Step 5 - Draw finished diagram.
  • 39. Affinity Diagram Group ideas by short, action title Objectives Header 1 Header 2 Header 3 Header 4 Header 5 Header 6 Activity Activity Activity Activity Activity Activity
  • 41.
  • 42.
  • 44.
  • 45.
  • 46. Deploy the plan Plant Management Deployment Leader Cost Deployment Leader Delivery Deployment Leader Quality Deployment Leader Safety Supply Chain VSM 3 VSM 2 VSM 1 Cost Delivery Quality Safety Functional Leader
  • 47.
  • 48. Deploy the Plan Deployment Leaders Mgr & Supervisors PLAN Plant A3 Strategy High-level SQDC Cost A3 Strategy Delivery A3 Strategy Quality A3 Strategy Safety A3 Strategy A3 Strategy A3 Strategy A3 Strategy A3 Strategy ids Plans & Projects P D A C
  • 49.
  • 50.
  • 51. Example of “Go See Quality”
  • 52.
  • 53. Micro Check and Adjust Bowling Chart Dashboard
  • 54.
  • 55. Connected Check Micro Check and Adjust Team Supervisors, Team Leads Monday Plant/Deployment Leaders Plant Mgr, Deployment Ldrs, VS Mgrs Wednesday Value Stream VS Mgrs, Supervisors Tuesday
  • 56.
  • 57. Mid/End Year Check and Adjust
  • 58. Deployment Leaders & Mgrs Deployment Leaders Mgr & Supervisors Mgr & Supervisors CHECK PLAN DO ACT (corrective actions against Plans) Mid/End Year Check and Adjust Plant A3 Strategy High-level SQDC Cost A3 Strategy Delivery A3 Strategy Quality A3 Strategy Safety A3 Strategy A3 Strategy A3 Strategy A3 Strategy A3 Strategy ids Plans & Projects A3 Reflection A3 Reflection A3 Reflection A3 Reflection Quarterly & Year-End Cost A3 Reflection Delivery A3 Reflection Quality A3 Reflection A3 Reflection Safety P D A C
  • 62.
  • 63.