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Lean
Management
Teachers
Lean
Management
Teachers
How many Lean / Kata
coaches do we need?
Let’s do some math!
Emiel van Est & Erik Manschot
December 2014
© www.leanmanagement.nl
The Toyota Kata Roles
© www.leanmanagement.nl
Doeltoestand
Focus Proces: Uitdaging:
Huidige Toestand PDCACycliRegistratie
Parkeerplaats
Obstakels
Vorige
Stap
Volgende
Stap
Doeltoestand
Focus Proces: Uitdaging:
Huidige Toestand PDCACycliRegistratie
Parkeerplaats
Obstakels
Vorige
Stap
Volgende
Stap
Doeltoestand
Focus Proces: Uitdaging:
Huidige Toestand PDCACycliRegistratie
Parkeerplaats
Obstakels
Vorige
Stap
Volgende
Stap
2nd Coach
(Mentor)

Coach
(Mentor)

Improver
(Mentee)

Improver
(Mentee)

Verbeteraar
(Mentee)

Doeltoestand
Focus Proces: Uitdaging:
Huidige Toestand PDCACycliRegistratie
Parkeerplaats
Obstakels
Vorige
Stap
Volgende
Stap
Doeltoestand
Focus Proces: Uitdaging:
Huidige Toestand PDCACycliRegistratie
Parkeerplaats
Obstakels
Vorige
Stap
Volgende
Stap
Doeltoestand
Focus Proces: Uitdaging:
Huidige Toestand PDCACycliRegistratie
Parkeerplaats
Obstakels
Vorige
Stap
Volgende
Stap
Doeltoestand
Focus Proces: Uitdaging:
Huidige Toestand PDCACycliRegistratie
Parkeerplaats
Obstakels
Vorige
Stap
Volgende
Stap
Coach
(Mentor)

Improver
(Mentee)

How many
Improvers
do we need?
How many senior
managers need to learn to
be a 2nd Coach?
How many of our people will participate as a team member?
How many
middle managers
need to learn to
be a 1st Coach?
Lean
Management
Teachers
Lean
Management
Teachers
How many do
we need?
Let´s do the math!
© www.leanmanagement.nl
Lower limit = 1:3 Upper limit = 1:6
Coaching ratios for our math
2nd Coach
1st Coach
Improver
Improver
Improver
1st Coach
Improver
Improver
Improver
1st Coach
Improver
Improver
Improver
Improver
Improver
Improver
Improver
Improver
Improver
Improver
Improver
Improver
1st Coach
Improver
Improver
Improver
1st Coach
Improver
Improver
Improver
1st Coach
Improver
Improver
Improver
Improver
Improver
Improver
Improver
Improver
Improver
Improver
Improver
Improver
2nd Coach
1st Coach
Improver
Improver
Improver
1st Coach
Improver
Improver
Improver
1st Coach
Improver
Improver
Improver
© www.leanmanagement.nl
Lower limit:
Teams of 3
Upper limit:
Teams of 15
Team sizes for our math
Improver
Team
Member
Team
Member
Team
Member
Team
Member
Team
Member
Team
Member
Team
Member
Team
Member
Team
Member
Team
Member
Team
Member
Team
Member
Team
Member
Team
Member
Improver
Team
Member
Team
Member
© www.leanmanagement.nl
Example Calculations
6
6
Role
Number of
People
% of
Organisation
2nd coach 1 0%
1st coach 6 3%
Improver 36 16%
Team member 180 81%
Total organisation 223 100%
Managment / Coaching Ratio
Teams size including Improver
3
3
Role
Number of
People
% of
Organisation
2nd coach 1 3%
1st coach 3 10%
Improver 9 29%
Team member 18 58%
Total organisation 31 100%
Managment / Coaching Ratio
Teams size including Improver
Lets see what happens when we
try some more combinations!
© www.leanmanagement.nl
Team members versus team size
© www.leanmanagement.nl
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2 4 6 8 10 12 14 16
Percentageoforganisation
Teamsize on execution level
(Including Improver)
Team member
3
4
5
6
Coaching
Ratio
Most people will be engaged in improvement
activities as a team member.
Improvers versus team size
© www.leanmanagement.nl
0%
5%
10%
15%
20%
25%
30%
35%
2 4 6 8 10 12 14 16
Percentageoforganisation
Teamsize on execution level
(Including Improver)
Improver
3
4
5
6
Coaching
Ratio
Smaller teams enable more improvers.
More improvers enables more improvement.
1st coaches versus team size
© www.leanmanagement.nl
Having more improvers working in
smaller teams requires more 1st coaches.
0%
2%
4%
6%
8%
10%
12%
2 4 6 8 10 12 14 16
Percentageoforganisation
Teamsize on execution level
(Including Improver)
1st Coach
3
4
5
6
Coaching
Ratio
2nd coaches versus team size
© www.leanmanagement.nl
Having more improvers working in smaller teams; being coached
by more 1st coaches requires more 2nd coaches.
0.0%
0.5%
1.0%
1.5%
2.0%
2.5%
3.0%
3.5%
2 4 6 8 10 12 14 16
Percentageoforganisation
Teamsize on execution level
(Including Improver)
2nd Coach
3
4
5
6
Coaching
Ratio
Coaching
Ratio
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
40.0%
45.0%
2 4 6 8 10 12 14 16
Percentageoforganisation
Teamsize on execution level
(Including Improver)
People using Storyboard
3
4
5
6
Coaching
Ratio
Number of storyboards
© www.leanmanagement.nl
All coaches and all improvers will use
a storyboard (or something similar).
There seems to be a Sweet Spot
Toyota uses team sizes of about 6.
Toyota uses coaching ratio’s of about 1 to 4.
We typically use management ratios of 1 to 10
up to 1 to …?
 The highest number I heard so far is 43..
 There is no way you can coach 43
people on a daily basis!
As a starting coach you may be able to coach
1 or 2 people.
© www.leanmanagement.nl
Sweet Spot
© www.leanmanagement.nl
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2 4 6 8 10 12 14 16
Percentageoforganisation
Teamsize on execution level
(Including Improver)
Team member
3
4
5
6
Coaching
Ratio
79% of the people as a team member
Sweet Spot
© www.leanmanagement.nl
0%
5%
10%
15%
20%
25%
30%
35%
2 4 6 8 10 12 14 16
Percentageoforganisation
Teamsize on execution level
(Including Improver)
Improver
3
4
5
6
Coaching
Ratio
16% of the people as improvers
Sweet Spot
© www.leanmanagement.nl
0%
2%
4%
6%
8%
10%
12%
2 4 6 8 10 12 14 16
Percentageoforganisation
Teamsize on execution level
(Including Improver)
1st Coach
3
4
5
6
Coaching
Ratio
4% of the people as 1st coaches
Sweet Spot
© www.leanmanagement.nl
0.0%
0.5%
1.0%
1.5%
2.0%
2.5%
3.0%
3.5%
2 4 6 8 10 12 14 16
Percentageoforganisation
Teamsize on execution level
(Including Improver)
2nd Coach
3
4
5
6
Coaching
Ratio
Coaching
Ratio
1% of the people as 2nd coaches
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
40.0%
45.0%
2 4 6 8 10 12 14 16
Percentageoforganisation
Teamsize on execution level
(Including Improver)
People using Storyboard
3
4
5
6
Coaching
Ratio
Sweet Spot
© www.leanmanagement.nl
21% of the people using a storyboard
Example for an organisation
with 400 people
Estimated number of people for the different improvement roles:
 Improvers = 400 x 16% = 64 people
 1st Coaches = 400 x 4% = 16 people
 2nd Coaches = 400 x 1% = 4 people
 Storyboards = 400 x 21% = 84 boards
What would the numbers be for your organisation?
© www.leanmanagement.nl
Target skill levels per role
Improvement Kata
skill level
Coaching kata
skill level
2nd
Coaching
Skill Level
2nd coach
✓✓✓✓ ✓✓✓ ✓✓
1st Coach
✓✓✓ ✓✓
Improver
✓✓
Team
member ✓ Who needs to learn the most?
Who should start first?
© www.leanmanagement.nl
Doeltoestand
Focus Proces: Uitdaging:
Huidige Toestand PDCACycliRegistratie
Parkeerplaats
Obstakels
Vorige
Stap
Volgende
Stap
Doeltoestand
Focus Proces: Uitdaging:
Huidige Toestand PDCACycliRegistratie
Parkeerplaats
Obstakels
Vorige
Stap
Volgende
Stap
Doeltoestand
Focus Proces: Uitdaging:
Huidige Toestand PDCACycliRegistratie
Parkeerplaats
Obstakels
Vorige
Stap
Volgende
Stap
2nd Coach
(Mentor)

Coach
(Mentor)

Improver
(Mentee)

Improver
(Mentee)

Doeltoestand
Focus Proces: Uitdaging:
Huidige Toestand PDCACycliRegistratie
Parkeerplaats
Obstakels
Vorige
Stap
Volgende
Stap
Doeltoestand
Focus Proces: Uitdaging:
Huidige Toestand PDCACycliRegistratie
Parkeerplaats
Obstakels
Vorige
Stap
Volgende
Stap
Doeltoestand
Focus Proces: Uitdaging:
Huidige Toestand PDCACyc
Parkeerpl
Obstakels
Vorige
Stap
Doeltoestand
Focus Proces: Uitdaging:
Huidige Toestand PDCACycliRegistr
Parkeerplaats
Obstakels
Vorige
Stap
Volgen
Stap
Coach
(Mentor)

Improver
(Mentee)

Where to focus your attention?
Focus your attention on this
group of people.
They have to learn the most
and will be able to get the
greatest leverage out of the
initial learning efforts.
Once this group gets
experienced in the use of
the Improvement Kata and
the Coaching Kata, you can
expand at an ever quicker
pace engaging more and
more people.
© www.leanmanagement.nl
Where to start?
Who are you?
Management Team
Member?
Middle Manager?
Team Leader?
Team Member?
Lean Coach?
Six Sigma Black Belt?
© www.leanmanagement.nl
How can you take ownership?
Next step
Depending on your
position in the
organization you will
face different obstacles.
So which one do you
pick and what will be
YOUR first step?
© www.leanmanagement.nl
You must be the change
You want to see in the world
Mahatma Ghandi.
Lean
Management
Teachers
Lean
Management
Teachers
How quickly can we go and see what
we learned from taking that step?
We hope to hear from you soon!
emiel@leanmanagement.nl
erik@leanmanagement.nl
© www.leanmanagement.nl

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How many Lean / Kata coaches do we need?

  • 1. Lean Management Teachers Lean Management Teachers How many Lean / Kata coaches do we need? Let’s do some math! Emiel van Est & Erik Manschot December 2014 © www.leanmanagement.nl
  • 2. The Toyota Kata Roles © www.leanmanagement.nl Doeltoestand Focus Proces: Uitdaging: Huidige Toestand PDCACycliRegistratie Parkeerplaats Obstakels Vorige Stap Volgende Stap Doeltoestand Focus Proces: Uitdaging: Huidige Toestand PDCACycliRegistratie Parkeerplaats Obstakels Vorige Stap Volgende Stap Doeltoestand Focus Proces: Uitdaging: Huidige Toestand PDCACycliRegistratie Parkeerplaats Obstakels Vorige Stap Volgende Stap 2nd Coach (Mentor)  Coach (Mentor)  Improver (Mentee)  Improver (Mentee)  Verbeteraar (Mentee)  Doeltoestand Focus Proces: Uitdaging: Huidige Toestand PDCACycliRegistratie Parkeerplaats Obstakels Vorige Stap Volgende Stap Doeltoestand Focus Proces: Uitdaging: Huidige Toestand PDCACycliRegistratie Parkeerplaats Obstakels Vorige Stap Volgende Stap Doeltoestand Focus Proces: Uitdaging: Huidige Toestand PDCACycliRegistratie Parkeerplaats Obstakels Vorige Stap Volgende Stap Doeltoestand Focus Proces: Uitdaging: Huidige Toestand PDCACycliRegistratie Parkeerplaats Obstakels Vorige Stap Volgende Stap Coach (Mentor)  Improver (Mentee)  How many Improvers do we need? How many senior managers need to learn to be a 2nd Coach? How many of our people will participate as a team member? How many middle managers need to learn to be a 1st Coach?
  • 3. Lean Management Teachers Lean Management Teachers How many do we need? Let´s do the math! © www.leanmanagement.nl
  • 4. Lower limit = 1:3 Upper limit = 1:6 Coaching ratios for our math 2nd Coach 1st Coach Improver Improver Improver 1st Coach Improver Improver Improver 1st Coach Improver Improver Improver Improver Improver Improver Improver Improver Improver Improver Improver Improver 1st Coach Improver Improver Improver 1st Coach Improver Improver Improver 1st Coach Improver Improver Improver Improver Improver Improver Improver Improver Improver Improver Improver Improver 2nd Coach 1st Coach Improver Improver Improver 1st Coach Improver Improver Improver 1st Coach Improver Improver Improver © www.leanmanagement.nl
  • 5. Lower limit: Teams of 3 Upper limit: Teams of 15 Team sizes for our math Improver Team Member Team Member Team Member Team Member Team Member Team Member Team Member Team Member Team Member Team Member Team Member Team Member Team Member Team Member Improver Team Member Team Member © www.leanmanagement.nl
  • 6. Example Calculations 6 6 Role Number of People % of Organisation 2nd coach 1 0% 1st coach 6 3% Improver 36 16% Team member 180 81% Total organisation 223 100% Managment / Coaching Ratio Teams size including Improver 3 3 Role Number of People % of Organisation 2nd coach 1 3% 1st coach 3 10% Improver 9 29% Team member 18 58% Total organisation 31 100% Managment / Coaching Ratio Teams size including Improver Lets see what happens when we try some more combinations! © www.leanmanagement.nl
  • 7. Team members versus team size © www.leanmanagement.nl 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2 4 6 8 10 12 14 16 Percentageoforganisation Teamsize on execution level (Including Improver) Team member 3 4 5 6 Coaching Ratio Most people will be engaged in improvement activities as a team member.
  • 8. Improvers versus team size © www.leanmanagement.nl 0% 5% 10% 15% 20% 25% 30% 35% 2 4 6 8 10 12 14 16 Percentageoforganisation Teamsize on execution level (Including Improver) Improver 3 4 5 6 Coaching Ratio Smaller teams enable more improvers. More improvers enables more improvement.
  • 9. 1st coaches versus team size © www.leanmanagement.nl Having more improvers working in smaller teams requires more 1st coaches. 0% 2% 4% 6% 8% 10% 12% 2 4 6 8 10 12 14 16 Percentageoforganisation Teamsize on execution level (Including Improver) 1st Coach 3 4 5 6 Coaching Ratio
  • 10. 2nd coaches versus team size © www.leanmanagement.nl Having more improvers working in smaller teams; being coached by more 1st coaches requires more 2nd coaches. 0.0% 0.5% 1.0% 1.5% 2.0% 2.5% 3.0% 3.5% 2 4 6 8 10 12 14 16 Percentageoforganisation Teamsize on execution level (Including Improver) 2nd Coach 3 4 5 6 Coaching Ratio Coaching Ratio
  • 11. 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% 35.0% 40.0% 45.0% 2 4 6 8 10 12 14 16 Percentageoforganisation Teamsize on execution level (Including Improver) People using Storyboard 3 4 5 6 Coaching Ratio Number of storyboards © www.leanmanagement.nl All coaches and all improvers will use a storyboard (or something similar).
  • 12. There seems to be a Sweet Spot Toyota uses team sizes of about 6. Toyota uses coaching ratio’s of about 1 to 4. We typically use management ratios of 1 to 10 up to 1 to …?  The highest number I heard so far is 43..  There is no way you can coach 43 people on a daily basis! As a starting coach you may be able to coach 1 or 2 people. © www.leanmanagement.nl
  • 13. Sweet Spot © www.leanmanagement.nl 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2 4 6 8 10 12 14 16 Percentageoforganisation Teamsize on execution level (Including Improver) Team member 3 4 5 6 Coaching Ratio 79% of the people as a team member
  • 14. Sweet Spot © www.leanmanagement.nl 0% 5% 10% 15% 20% 25% 30% 35% 2 4 6 8 10 12 14 16 Percentageoforganisation Teamsize on execution level (Including Improver) Improver 3 4 5 6 Coaching Ratio 16% of the people as improvers
  • 15. Sweet Spot © www.leanmanagement.nl 0% 2% 4% 6% 8% 10% 12% 2 4 6 8 10 12 14 16 Percentageoforganisation Teamsize on execution level (Including Improver) 1st Coach 3 4 5 6 Coaching Ratio 4% of the people as 1st coaches
  • 16. Sweet Spot © www.leanmanagement.nl 0.0% 0.5% 1.0% 1.5% 2.0% 2.5% 3.0% 3.5% 2 4 6 8 10 12 14 16 Percentageoforganisation Teamsize on execution level (Including Improver) 2nd Coach 3 4 5 6 Coaching Ratio Coaching Ratio 1% of the people as 2nd coaches
  • 17. 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% 35.0% 40.0% 45.0% 2 4 6 8 10 12 14 16 Percentageoforganisation Teamsize on execution level (Including Improver) People using Storyboard 3 4 5 6 Coaching Ratio Sweet Spot © www.leanmanagement.nl 21% of the people using a storyboard
  • 18. Example for an organisation with 400 people Estimated number of people for the different improvement roles:  Improvers = 400 x 16% = 64 people  1st Coaches = 400 x 4% = 16 people  2nd Coaches = 400 x 1% = 4 people  Storyboards = 400 x 21% = 84 boards What would the numbers be for your organisation? © www.leanmanagement.nl
  • 19. Target skill levels per role Improvement Kata skill level Coaching kata skill level 2nd Coaching Skill Level 2nd coach ✓✓✓✓ ✓✓✓ ✓✓ 1st Coach ✓✓✓ ✓✓ Improver ✓✓ Team member ✓ Who needs to learn the most? Who should start first? © www.leanmanagement.nl
  • 20. Doeltoestand Focus Proces: Uitdaging: Huidige Toestand PDCACycliRegistratie Parkeerplaats Obstakels Vorige Stap Volgende Stap Doeltoestand Focus Proces: Uitdaging: Huidige Toestand PDCACycliRegistratie Parkeerplaats Obstakels Vorige Stap Volgende Stap Doeltoestand Focus Proces: Uitdaging: Huidige Toestand PDCACycliRegistratie Parkeerplaats Obstakels Vorige Stap Volgende Stap 2nd Coach (Mentor)  Coach (Mentor)  Improver (Mentee)  Improver (Mentee)  Doeltoestand Focus Proces: Uitdaging: Huidige Toestand PDCACycliRegistratie Parkeerplaats Obstakels Vorige Stap Volgende Stap Doeltoestand Focus Proces: Uitdaging: Huidige Toestand PDCACycliRegistratie Parkeerplaats Obstakels Vorige Stap Volgende Stap Doeltoestand Focus Proces: Uitdaging: Huidige Toestand PDCACyc Parkeerpl Obstakels Vorige Stap Doeltoestand Focus Proces: Uitdaging: Huidige Toestand PDCACycliRegistr Parkeerplaats Obstakels Vorige Stap Volgen Stap Coach (Mentor)  Improver (Mentee)  Where to focus your attention? Focus your attention on this group of people. They have to learn the most and will be able to get the greatest leverage out of the initial learning efforts. Once this group gets experienced in the use of the Improvement Kata and the Coaching Kata, you can expand at an ever quicker pace engaging more and more people. © www.leanmanagement.nl
  • 21. Where to start? Who are you? Management Team Member? Middle Manager? Team Leader? Team Member? Lean Coach? Six Sigma Black Belt? © www.leanmanagement.nl How can you take ownership?
  • 22. Next step Depending on your position in the organization you will face different obstacles. So which one do you pick and what will be YOUR first step? © www.leanmanagement.nl You must be the change You want to see in the world Mahatma Ghandi.
  • 23. Lean Management Teachers Lean Management Teachers How quickly can we go and see what we learned from taking that step? We hope to hear from you soon! emiel@leanmanagement.nl erik@leanmanagement.nl © www.leanmanagement.nl