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Transitioning Lean
from Manufacturing
to the Office
Hosted by
Host: Mark Graban
Senior Advisor, KaiNexus
Mark@KaiNexus.com
Presenter: Stephanie Hill
Owner, Light Bulb Moment Consulting
hill.lbmoment@gmail.com
TRANSITIONING LEAN
FROM
MANUFACTURING TO
THE OFFICE
Stephanie Hill
Light Bulb Moment Consulting
January 2021
Presented by Stephanie Hill, Light Bulb Moment Consulting -
Hill.LBMoment@gmail.com
Outline
1. Objectives
2. Your Location/Role
3. Key Differences
4. Adjusted
Approaches
5. Take-Aways
6. Q&A
Objectives
By the end of this webinar, you will…
◦ ... be able to identify three key differences to overcome when
making the transition from Lean manufacturing to the office.
◦ ... receive tools and techniques to apply to overcome the three key
differences.
◦ ... Increase your confidence to apply Lean to new environments/
applications.
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
Presented by Stephanie Hill, Light Bulb Moment Consulting -
Hill.LBMoment@gmail.com
Let’s Start with
You!
• Your Location
• Your Role
In what state or country do you live?
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
In what area do you work?
◦ Manufacturing
◦ Retail
◦ Healthcare
◦ Non-Profit
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
◦ Service
◦ Government
◦ Education
◦ Other
Select all that apply
Presented by Stephanie Hill, Light Bulb Moment Consulting -
Hill.LBMoment@gmail.com
Key
Differences
Between Lean in
Manufacturing and
the Office
Environment
Disclaimer
◦ Remember to always take the Continuous Improvement (CI)
approach of gathering Voice of the Customer (VOC) before starting
any improvement.
◦ While I will be generalizing between manufacturing and office
environments, each setting, culture, and individual is unique.
◦ I always encourage you to take the time and learn what will work
best for each participant.
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
Three Key Differences
Between Lean in Manufacturing and the Office
1. Association to work
2. Frequency of work units
3. Significance of waste
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
DIFFERENCE #1
ASSOCIATION TO WORK
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
Association to Work
Let’s imagine that you have just made a mistake when
completing a mortgage form that has cost a potential
buyer their dream home.
Your manager approaches you and asks, “Why did this
happen?”
Write words that express how you feel at this point.
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
Association to Work
In contrast, a customer called Customer Experience
informing the representative that they cut themself on a
defective product. The representative replaced the product
and paid $2,000 in medical bills.
The shift supervisor gathered the crew that assembled the
product that day and asked, “Why did this happen?”
What would be the approach the team would take?
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
DIFFERENCE #2
FREQUENCY OF WORK UNITS
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
Frequency Impacts:
1. Data Collection
2. Going to the Gemba
3. Momentum of Progress
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
Photo by DAVIDCOHEN on Unsplash
Office + COVID
= Gemba
Challenge
Going to the Gemba:
During COVID-19, how have you
managed to go to the Gemba?
1. Still in Person
2. Leveraging Virtual Tools
3. Skipping it for Now
4. Never Did in the First Place
HOW DO WE DO THIS?
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
DIFFERENCE #3
SIGNIFICANCE OF WASTE
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
Waste Refresher
“Waste” can be defined as any activity that does not add value to a
customer.
In the Lean framework, something can be considered a value-adding step
• if the customer is willing to pay for it,
• if the step transforms the product being produced,
• and if it’s done properly the first time.
https://www.kainexus.com/improvement-disciplines/lean/7-wastes-of-lean
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
Eight Wastes
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
Photo by Markus Spiske on Unsplash
Eight Wastes - WOOD TIME
Waiting
Overproduction
Overprocessing
Defects
Transportation
Inventory
Motion
Employee Potential Unrealized
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
Photo by Abby Savage on Unsplash
Waste – Office Considerations
1. Miscommunication often in hand offs
2. Work not balanced
3. Unclear roles and responsibilities
4. Not optimizing manual vs. electronic
5. Excessive inspections/approvals
6. Unread documents/emails
7. Work done in series vs. parallel
8. Work too complicated or too simple
9. Performing all work within the process
Inverted U-Theory (1908) –
Yerkes and Dodson
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
Waste – Office Considerations
Top opportunities for office
waste:
1. Communication
2. Alignment
3. Decision Making
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
Presented by Stephanie Hill, Light Bulb Moment Consulting -
Hill.LBMoment@gmail.com
Adjusted
Approaches
To ensure success
despite the key
differences
ADJUSTING TO
ASSOCIATION TO WORK
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
Overcoming
Differences
Association to Work:
1. Pre-Interviews
2. Roles vs. Names
3. Root Cause Approach
Between Manufacturing
and the Office
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
Pre-Interviews
Prior to improvement event or project
1. Gauge buy-in
2. Learn prior experience
3. Identify barriers
4. Build trust
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
Roles Vs. Names
During mapping/documenting the process
1. Promote openness for change
2. Prevent defensiveness
3. Represent those not directly participating
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
Root Cause Approach
Thinking beyond the 5-Whys
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
ADJUSTING TO
FREQUENCY OF WORK UNITS
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
Overcoming
Differences
Frequency of Work Units:
1. Gathering Data
2. Going to the Gemba
3. Sustaining Momentum
Between Manufacturing
and the Office
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
Gathering Data
Despite frequency challenges
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
MEASURE
OPERATIONAL
DEFINITION
DATA
COLLECTION
METHOD
TARGET
WHO WILL
COLLECT
What Input,
Output, and
Process measure
will the team
collect?
Description to
enable a common
understanding and
prevention of
ambiguity.
How the data will
be collected?
What time frame?
How many
samples?
The ideal
performance
against some
requirement, if
known.
Who will be
responsible
for collecting
the data?
Going to the Gemba
Despite frequency (and other) challenges
1. Prework
2. During Event
3. Virtual
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
Sustaining Momentum of Progress
Despite frequency challenges
1. Monitoring approach
2. Cadence of communication
3. Expectation of imperfection
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
Plan
Do
Check
Act
ADJUSTING TO
SIGNIFICANCE OF WASTE
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
Top
Opportunities
Significance of Waste:
1. Communication
2. Alignment
3. Decision Making
Contributors to Office
Waste
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
Overcoming
Differences
Significance of Waste:
1. Audit strategy and deployment
2. Partner for open culture
3. Choose mix of improvements
4. Document accountabilities
5. Map to highlight office waste
Between Manufacturing
and the Office
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
Presented by Stephanie Hill, Light Bulb Moment Consulting -
Hill.LBMoment@gmail.com
Mapping for
the Office
Symbols alert viewer to
waste opportunities
Presented by Stephanie Hill, Light Bulb Moment Consulting -
Hill.LBMoment@gmail.com
Take-Aways
• Concept
• Action
• Idea
Take Aways
Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
Write Down:
Concept
You
Learned
Action You
Will Take
Idea You
Will Share
KEEP THE CONVERSATION GOING:
Stephanie Hill
Light Bulb Moment Consulting
Hill.LBMoment@gmail.com
www.LBMoment.com
Announcements
(Then Q&A)
Future Webinars
• Training Team Office Hours
– January 14, 1 pm ET
– KaiNexus customers only
• Panel Discussion Webinar
– Improving the COVID Vaccination Process:
Lessons from the Field to Create a Culture of Improvement
– January 21, 1 pm to 2:30 pm ET
– Open to ALL!
Register: www.KaiNexus.com/webinars
Other Resources
www.KaiNexus.com
KaiNexus Podcasts
• www.KaiNexus.com/podcasts
• Subscribe via:
– Apple Podcasts
– Google Play
– Stitcher
– Spotify
Q&A
• Web:
– www.kainexus.com
– blog.kainexus.com
– www.lbmoment.com
• Webinars on Demand:
– www.kainexus.com/webinars
• Social Media:
– www.twitter.com/kainexus
– www.linkedin.com/company/kainexus
– www.facebook.com/kainexus
Mark Graban
Senior Advisor, KaiNexus
Mark@KaiNexus.com
Presenter: Stephanie Hill
Owner, Light Bulb Moment Consulting
hill.lbmoment@gmail.com

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Transitioning Lean from Manufacturing to the Office

  • 1. Transitioning Lean from Manufacturing to the Office Hosted by Host: Mark Graban Senior Advisor, KaiNexus Mark@KaiNexus.com Presenter: Stephanie Hill Owner, Light Bulb Moment Consulting hill.lbmoment@gmail.com
  • 2. TRANSITIONING LEAN FROM MANUFACTURING TO THE OFFICE Stephanie Hill Light Bulb Moment Consulting January 2021
  • 3. Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com Outline 1. Objectives 2. Your Location/Role 3. Key Differences 4. Adjusted Approaches 5. Take-Aways 6. Q&A
  • 4. Objectives By the end of this webinar, you will… ◦ ... be able to identify three key differences to overcome when making the transition from Lean manufacturing to the office. ◦ ... receive tools and techniques to apply to overcome the three key differences. ◦ ... Increase your confidence to apply Lean to new environments/ applications. Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
  • 5. Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com Let’s Start with You! • Your Location • Your Role
  • 6. In what state or country do you live? Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
  • 7. In what area do you work? ◦ Manufacturing ◦ Retail ◦ Healthcare ◦ Non-Profit Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com ◦ Service ◦ Government ◦ Education ◦ Other Select all that apply
  • 8. Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com Key Differences Between Lean in Manufacturing and the Office Environment
  • 9. Disclaimer ◦ Remember to always take the Continuous Improvement (CI) approach of gathering Voice of the Customer (VOC) before starting any improvement. ◦ While I will be generalizing between manufacturing and office environments, each setting, culture, and individual is unique. ◦ I always encourage you to take the time and learn what will work best for each participant. Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
  • 10. Three Key Differences Between Lean in Manufacturing and the Office 1. Association to work 2. Frequency of work units 3. Significance of waste Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
  • 11. DIFFERENCE #1 ASSOCIATION TO WORK Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
  • 12. Association to Work Let’s imagine that you have just made a mistake when completing a mortgage form that has cost a potential buyer their dream home. Your manager approaches you and asks, “Why did this happen?” Write words that express how you feel at this point. Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
  • 13. Association to Work In contrast, a customer called Customer Experience informing the representative that they cut themself on a defective product. The representative replaced the product and paid $2,000 in medical bills. The shift supervisor gathered the crew that assembled the product that day and asked, “Why did this happen?” What would be the approach the team would take? Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
  • 14. DIFFERENCE #2 FREQUENCY OF WORK UNITS Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
  • 15. Frequency Impacts: 1. Data Collection 2. Going to the Gemba 3. Momentum of Progress Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com Photo by DAVIDCOHEN on Unsplash
  • 16. Office + COVID = Gemba Challenge Going to the Gemba: During COVID-19, how have you managed to go to the Gemba? 1. Still in Person 2. Leveraging Virtual Tools 3. Skipping it for Now 4. Never Did in the First Place HOW DO WE DO THIS? Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
  • 17. DIFFERENCE #3 SIGNIFICANCE OF WASTE Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
  • 18. Waste Refresher “Waste” can be defined as any activity that does not add value to a customer. In the Lean framework, something can be considered a value-adding step • if the customer is willing to pay for it, • if the step transforms the product being produced, • and if it’s done properly the first time. https://www.kainexus.com/improvement-disciplines/lean/7-wastes-of-lean Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
  • 19. Eight Wastes Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com Photo by Markus Spiske on Unsplash
  • 20. Eight Wastes - WOOD TIME Waiting Overproduction Overprocessing Defects Transportation Inventory Motion Employee Potential Unrealized Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com Photo by Abby Savage on Unsplash
  • 21. Waste – Office Considerations 1. Miscommunication often in hand offs 2. Work not balanced 3. Unclear roles and responsibilities 4. Not optimizing manual vs. electronic 5. Excessive inspections/approvals 6. Unread documents/emails 7. Work done in series vs. parallel 8. Work too complicated or too simple 9. Performing all work within the process Inverted U-Theory (1908) – Yerkes and Dodson Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
  • 22. Waste – Office Considerations Top opportunities for office waste: 1. Communication 2. Alignment 3. Decision Making Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
  • 23. Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com Adjusted Approaches To ensure success despite the key differences
  • 24. ADJUSTING TO ASSOCIATION TO WORK Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
  • 25. Overcoming Differences Association to Work: 1. Pre-Interviews 2. Roles vs. Names 3. Root Cause Approach Between Manufacturing and the Office Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
  • 26. Pre-Interviews Prior to improvement event or project 1. Gauge buy-in 2. Learn prior experience 3. Identify barriers 4. Build trust Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
  • 27. Roles Vs. Names During mapping/documenting the process 1. Promote openness for change 2. Prevent defensiveness 3. Represent those not directly participating Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
  • 28. Root Cause Approach Thinking beyond the 5-Whys Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
  • 29. ADJUSTING TO FREQUENCY OF WORK UNITS Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
  • 30. Overcoming Differences Frequency of Work Units: 1. Gathering Data 2. Going to the Gemba 3. Sustaining Momentum Between Manufacturing and the Office Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
  • 31. Gathering Data Despite frequency challenges Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com MEASURE OPERATIONAL DEFINITION DATA COLLECTION METHOD TARGET WHO WILL COLLECT What Input, Output, and Process measure will the team collect? Description to enable a common understanding and prevention of ambiguity. How the data will be collected? What time frame? How many samples? The ideal performance against some requirement, if known. Who will be responsible for collecting the data?
  • 32. Going to the Gemba Despite frequency (and other) challenges 1. Prework 2. During Event 3. Virtual Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
  • 33. Sustaining Momentum of Progress Despite frequency challenges 1. Monitoring approach 2. Cadence of communication 3. Expectation of imperfection Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com Plan Do Check Act
  • 34. ADJUSTING TO SIGNIFICANCE OF WASTE Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
  • 35. Top Opportunities Significance of Waste: 1. Communication 2. Alignment 3. Decision Making Contributors to Office Waste Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
  • 36. Overcoming Differences Significance of Waste: 1. Audit strategy and deployment 2. Partner for open culture 3. Choose mix of improvements 4. Document accountabilities 5. Map to highlight office waste Between Manufacturing and the Office Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com
  • 37. Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com Mapping for the Office Symbols alert viewer to waste opportunities
  • 38. Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com Take-Aways • Concept • Action • Idea
  • 39. Take Aways Presented by Stephanie Hill, Light Bulb Moment Consulting - Hill.LBMoment@gmail.com Write Down: Concept You Learned Action You Will Take Idea You Will Share
  • 40. KEEP THE CONVERSATION GOING: Stephanie Hill Light Bulb Moment Consulting Hill.LBMoment@gmail.com www.LBMoment.com
  • 42. Future Webinars • Training Team Office Hours – January 14, 1 pm ET – KaiNexus customers only • Panel Discussion Webinar – Improving the COVID Vaccination Process: Lessons from the Field to Create a Culture of Improvement – January 21, 1 pm to 2:30 pm ET – Open to ALL! Register: www.KaiNexus.com/webinars
  • 44. KaiNexus Podcasts • www.KaiNexus.com/podcasts • Subscribe via: – Apple Podcasts – Google Play – Stitcher – Spotify
  • 45. Q&A • Web: – www.kainexus.com – blog.kainexus.com – www.lbmoment.com • Webinars on Demand: – www.kainexus.com/webinars • Social Media: – www.twitter.com/kainexus – www.linkedin.com/company/kainexus – www.facebook.com/kainexus Mark Graban Senior Advisor, KaiNexus Mark@KaiNexus.com Presenter: Stephanie Hill Owner, Light Bulb Moment Consulting hill.lbmoment@gmail.com