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1
Clarity
The Essence
of Lean Management
Karen Martin, President
and
2
CLARITY
FOCUS
DISCIPLINE
ENGAGEMENT
THE
OUTSTANDING
ORGANIZATION
OutstandingOrg.com
3
CAN I
PARK
HERE?
Ambiguity complicates,
slows, frustrates…
and is expensive
Akiyoshi Kitaoka
COHERENCE
PRECISION
ELEGANCE
CLARITY TYPES
Consistently pursues
clarity as an information
provider and recipient
CLARITY PURSUER
Type 1: Intentional deceit
Type 2: Strategic ambiguity
Type 3: Willful ignorance
CLARITY AVOIDER
Type 1: Unaware
Type 2: Aware; cannot perceive
CLARITY BLIND
9
10
11
12
14
180+
COGNITIVE
BIASES
IUMRINC TO GQNGIUSIQNS
JUMPING TO CONCLUSIONS
16
17
PURPOSE PRIORITIES PROCESS PERFORMANCE PROBLEM
SOLVING
Clarity & Lean Management
THE FIVE P’S
© 2020 TKMG, Inc.
www.clarityfirstbook.com
18
PURPOSE PRIORITIES PROCESS PERFORMANCE PROBLEM
SOLVING
THE FIVE P’S
© 2020 TKMG, Inc.
19
WHY DO YOU DO WHAT YOU DO
20
Mining for an
organization’s
purpose
21
PURPOSE PRIORITIES PROCESS PERFORMANCE PROBLEM
SOLVING
THE FIVE P’S
© 2020 TKMG, Inc.
© 2015 The Karen Martin Group, Inc. 22
23
There’s no such thing
as multitasking.*
* For cognitive tasks.
24
• A clear, focused,
disciplined, and deeply
engaging approach to
• achieve measurable
business goals that
• enable the organization
to realize its strategy and
• stay true to its purpose.
Strategy Deployment: Defined
Completed Projects of Similar Complexity (annual)
25
24
73
Pre-Focus Post-Focus
• No additional resources
• Higher quality results
26
PURPOSE PRIORITIES PROCESS PERFORMANCE PROBLEM
SOLVING
THE FIVE P’S
© 2020 TKMG, Inc.
27
Customer
0.0 hrs.
0.5 days
1.0 hrs.
5.0 days
3.6 hrs.
0.6 days
0.0 hrs.
1.0 days
0.2 hrs.
0.5 days
16.0 hrs. 0.0 hrs.
7.0 days
8.0 hrs. 0.0 hrs.
7.0 days
0.1 hrs.
26.0 days
0.0 hrs.
0.2 days Total LT
Total PT
Activity R
SAP
Summary
Invoice
(Excel)Obtain Order;
Enter Order in
Offline Order
Form
Sales
(Key at night)
LT = 4.5 hrs.
PT = 18 mins.
%C&A: 80%
1
Review &
Release
Credit Holds
Sales
LT = 4 hrs.
PT = 10 mins.
%C&A: 99%
3
Issue DO To
Transporter;
Create Pick
List
WH1
LT = 8 hrs.
PT = 1 mins.
%C&A: 95%
5
Pick
& Load
Order
Logistics
LT = 4 hrs.
PT = 15 mins.
%C&A: 95%
6
Collect
POD from
Customer
Transporter
LT = 2 days
7
Collect POD
From
Transporter
WH1
LT = 7 days
PT = 1 mins.
%C&A: 99%
8
Deliver
POD to
Accounting
Messenger
Batch = 1x/day
LT = 1 days
9
Review POD
For
Accuracy
Accounting
LT = 7 days
PT = 2 mins.
%C&A: 99%
10
Deliv er Bill;
Collect from
Customer;
Deposit
Sales
Batch = 1x
monthly
LT = 26 days
PT = 5 mins.
11
COLOR LEGEND
Logistics / W arehouse
Sales
Order Management
Production
10%
90%
Produce
Product
Plant 1
LT = 280 mins.
PT = 215 mins.
%C&A: 99%
4B
Pick
& Load
Order
WH2
LT = 40 mins.
PT = 3 mins.
%C&A: 99%
5B
40 Days Delivery to Payment Received3.5 Days Order Receipt to Ship
MonthlySales Volume
Wk 1 = 14-23%
Wk 2 = 19-24%
Wk 3 = 23-25%
Wk 4 = 30-42%
Obtain &
Revise Sales
Forecast
Sales
LT = 0 days
PT = 270 mins.
%C&A: 99%
1B
Hold S&OP
Meeting
6-7 People
LT = 5 days
PT = 3 hrs.
%C&A: 99%
2B
Create
Production
Plan
Production
Planning
LT = 5 days
PT = 1 hrs.
%C&A: 99%
3B
Produce
Product
Plant 2
LT = 280 mins.
PT = 215 mins.
%C&A: 99%
4C
Offline
Order
Form
Enter
Payment;
Clear Billing
Accounting
LT = 2 hrs.
PT = 1 mins.
%C&A: 99%
12
Accounting
Delivery
Order
(DO)
Pick
List
Proof of
Delivery
(POD)
Transfer
Report
Prod.
Plan
Check
Stock &
Reallocate
Logistics &
Warehouse
Batch = 1x/day
LT = 4 hrs.
PT = 2 mins.
%C&A: 99%
4
Prod.
Plan
plier
Receive
Material
Store
3C
Current State Value Stream Map
Visualize an entire work system on a single sheet of paper
28
Value Stream Maps Help Visualize
Information Management Problems
Standard Work:
Work Instructions
29
Standard Work: Job Aids
• Simple
• Visual
• Physical
• Posted at
point of use
• Created by
people who
do the work
& tested by
others
30
31
32
PURPOSE PRIORITIES PROCESS PERFORMANCE PROBLEM
SOLVING
THE FIVE P’S
© 2020 TKMG, Inc.
33
34
LEVEL 3 SCORECARD
Saved in Lesson 4 -
Anthony’s PSD files as
V2
36
PURPOSE PRIORITIES PROCESS PERFORMANCE PROBLEM
SOLVING
THE FIVE P’S
© 2020 TKMG, Inc.
37
P D S A © 2020 Karen Martin
Clarity First, pp 168-209
www.clarityfirstbook.com
38
Problem Countermeasures / Implementation Plan
- Ÿ32% of customers dissatisfied with office space cleanlines- 80% of emergency service requests are to wrong contact - Standard work for restroom cleaning
- Standard work checklist for non-routine items
- Service levels vary by building - Standard process for measuring & mixing chemicals
- 10% of daily staffing available is allocated to travel/check in time - Restroom cleaning log
- Standard facility service plan (Plan A & Plan B)
Current Condition - Modify & standardize process for unplanned absences
- 31   Facility areas require custodial services - Modify starting points and schedules to reduce transportation waste
- Evaluate fleet availability to reduce waiting waste
Effect Confirmation
Target Conditions/Measurable Objectives
- 80% Daily staffing availability
- 50% Improvement - customer satisfaction with restroom cleanliness
- Defined standard work (for custodial staff and customers)
Follow Up Actions
Root Cause & Gap Analysis
- Undefined level of service (office parties, special events)
- No defined process for unplanned absences (calling in, redistribute work, etc.)
- Inconsistent availability of communication tools (vary by building)
- No defined process for requesting/responding to emergencies
- Variation in cleaning schedules versus facility operating schedules
- Unpredictable daily staffing
- Travel time + Check in Time = 16.00 hrs/day = 2 FTE
- Customer requested personalized service (newspaper delivery, parties, trash)
CUSTODIAL SERVICES
A3
Plan Do, Check, Act
- 22% of customers dissatisfied with restroom cleanliness
8%
20%
8%
14%
17%
33%
0%
5%
10%
15%
20%
25%
30%
35%
Phone Call
to
Custodian
Phone Call
to Custodial
Supervisor
Phone Call
to Custodial
Manager
Phone Call
to Public
Works
Dispatch
(x6000)
Email Notify
Custodial
Staff On Site
Survey: When you require emergency
services, how do you request them?
32%
22%
19% 18%
6%
0%
10%
20%
30%
40%
Office Spaces Restrooms Common
Areas
Overall Conference
Rooms
Survey: Custodial Services - Areas of
Dissatisfaction
Travel/ Check
In Time
16.00 10%
Absent Staff
24.00 15%
Vacancies
24.00 15%
Special Events
2.00 1%
Staff Available
94.00
59%
Daily Staffing Availability
(Hours)
41% ofdaily
staffing is
unavailable for
custodial tasks
Title # Staff Hrs/Wk Hrs/Day
Lead Custodian 4 160 32
FT Custodian 8 520 64
FT Custodian (Vacant) 2 80 16
PT/Perm (avg 30 hrs each) 3 90 24
PT/Temp (avg 20 hrs each) 3 60 24
Total 20 910 160
Current Actual Result
State (+ 60 days)
Customers dissatisfied with restroom cleanliness 22% <10%
Avg minutes per restroom cleaning 35 30
Avg hours per day cleaning restrooms (184 restrooms) 107 92
Daily staffing availability 59% 80%
Daily travel/check in time (hours/day) 16 8
Travel miles per day 139 <70
Metric Projected
Remaining Actions Owner 1 2 3 4 5 6 7 8 9 10 11 12
Explore options to improve cell phone availability Mark R.
Define process for requesting and responding to emergencies Custodial Supvs
Equip carts for recycling Mark R.
Process mapping for specialized facilities Mark R.
Standardize Cart Equipment & Supplies Custodial Supvs
Process improvement for other facility types, e.g. offices, common
areas, etc.
Mark R.
Consider alternative staffing models (floaters, modified shifts) Mark R.
Actively manage vacancies Mark R.
Implementation Schedule (Months)
39
Go & SeeGemba
40
Clarity and YOU
THE
CLARITY
PAUSE
42
Lean management
lights the path to
excellence.
Clarity is at the
core of it all.
And clarity begins
with you.
karen.martin@tkmg.com
LinkedIn: karenmartinopex
Twitter: karenmartinopex
43
tkmg.com
tkmgacademy.com

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Clarity the Essence of Lean Management

  • 1. 1 Clarity The Essence of Lean Management Karen Martin, President and
  • 5.
  • 8. CLARITY TYPES Consistently pursues clarity as an information provider and recipient CLARITY PURSUER Type 1: Intentional deceit Type 2: Strategic ambiguity Type 3: Willful ignorance CLARITY AVOIDER Type 1: Unaware Type 2: Aware; cannot perceive CLARITY BLIND
  • 9. 9
  • 10. 10
  • 11. 11
  • 12. 12
  • 13.
  • 16. 16
  • 17. 17 PURPOSE PRIORITIES PROCESS PERFORMANCE PROBLEM SOLVING Clarity & Lean Management THE FIVE P’S © 2020 TKMG, Inc. www.clarityfirstbook.com
  • 18. 18 PURPOSE PRIORITIES PROCESS PERFORMANCE PROBLEM SOLVING THE FIVE P’S © 2020 TKMG, Inc.
  • 19. 19 WHY DO YOU DO WHAT YOU DO
  • 21. 21 PURPOSE PRIORITIES PROCESS PERFORMANCE PROBLEM SOLVING THE FIVE P’S © 2020 TKMG, Inc.
  • 22. © 2015 The Karen Martin Group, Inc. 22
  • 23. 23 There’s no such thing as multitasking.* * For cognitive tasks.
  • 24. 24 • A clear, focused, disciplined, and deeply engaging approach to • achieve measurable business goals that • enable the organization to realize its strategy and • stay true to its purpose. Strategy Deployment: Defined
  • 25. Completed Projects of Similar Complexity (annual) 25 24 73 Pre-Focus Post-Focus • No additional resources • Higher quality results
  • 26. 26 PURPOSE PRIORITIES PROCESS PERFORMANCE PROBLEM SOLVING THE FIVE P’S © 2020 TKMG, Inc.
  • 27. 27 Customer 0.0 hrs. 0.5 days 1.0 hrs. 5.0 days 3.6 hrs. 0.6 days 0.0 hrs. 1.0 days 0.2 hrs. 0.5 days 16.0 hrs. 0.0 hrs. 7.0 days 8.0 hrs. 0.0 hrs. 7.0 days 0.1 hrs. 26.0 days 0.0 hrs. 0.2 days Total LT Total PT Activity R SAP Summary Invoice (Excel)Obtain Order; Enter Order in Offline Order Form Sales (Key at night) LT = 4.5 hrs. PT = 18 mins. %C&A: 80% 1 Review & Release Credit Holds Sales LT = 4 hrs. PT = 10 mins. %C&A: 99% 3 Issue DO To Transporter; Create Pick List WH1 LT = 8 hrs. PT = 1 mins. %C&A: 95% 5 Pick & Load Order Logistics LT = 4 hrs. PT = 15 mins. %C&A: 95% 6 Collect POD from Customer Transporter LT = 2 days 7 Collect POD From Transporter WH1 LT = 7 days PT = 1 mins. %C&A: 99% 8 Deliver POD to Accounting Messenger Batch = 1x/day LT = 1 days 9 Review POD For Accuracy Accounting LT = 7 days PT = 2 mins. %C&A: 99% 10 Deliv er Bill; Collect from Customer; Deposit Sales Batch = 1x monthly LT = 26 days PT = 5 mins. 11 COLOR LEGEND Logistics / W arehouse Sales Order Management Production 10% 90% Produce Product Plant 1 LT = 280 mins. PT = 215 mins. %C&A: 99% 4B Pick & Load Order WH2 LT = 40 mins. PT = 3 mins. %C&A: 99% 5B 40 Days Delivery to Payment Received3.5 Days Order Receipt to Ship MonthlySales Volume Wk 1 = 14-23% Wk 2 = 19-24% Wk 3 = 23-25% Wk 4 = 30-42% Obtain & Revise Sales Forecast Sales LT = 0 days PT = 270 mins. %C&A: 99% 1B Hold S&OP Meeting 6-7 People LT = 5 days PT = 3 hrs. %C&A: 99% 2B Create Production Plan Production Planning LT = 5 days PT = 1 hrs. %C&A: 99% 3B Produce Product Plant 2 LT = 280 mins. PT = 215 mins. %C&A: 99% 4C Offline Order Form Enter Payment; Clear Billing Accounting LT = 2 hrs. PT = 1 mins. %C&A: 99% 12 Accounting Delivery Order (DO) Pick List Proof of Delivery (POD) Transfer Report Prod. Plan Check Stock & Reallocate Logistics & Warehouse Batch = 1x/day LT = 4 hrs. PT = 2 mins. %C&A: 99% 4 Prod. Plan plier Receive Material Store 3C Current State Value Stream Map Visualize an entire work system on a single sheet of paper
  • 28. 28 Value Stream Maps Help Visualize Information Management Problems
  • 30. Standard Work: Job Aids • Simple • Visual • Physical • Posted at point of use • Created by people who do the work & tested by others 30
  • 31. 31
  • 32. 32 PURPOSE PRIORITIES PROCESS PERFORMANCE PROBLEM SOLVING THE FIVE P’S © 2020 TKMG, Inc.
  • 33. 33
  • 35. Saved in Lesson 4 - Anthony’s PSD files as V2
  • 36. 36 PURPOSE PRIORITIES PROCESS PERFORMANCE PROBLEM SOLVING THE FIVE P’S © 2020 TKMG, Inc.
  • 37. 37 P D S A © 2020 Karen Martin Clarity First, pp 168-209 www.clarityfirstbook.com
  • 38. 38 Problem Countermeasures / Implementation Plan - Ÿ32% of customers dissatisfied with office space cleanlines- 80% of emergency service requests are to wrong contact - Standard work for restroom cleaning - Standard work checklist for non-routine items - Service levels vary by building - Standard process for measuring & mixing chemicals - 10% of daily staffing available is allocated to travel/check in time - Restroom cleaning log - Standard facility service plan (Plan A & Plan B) Current Condition - Modify & standardize process for unplanned absences - 31   Facility areas require custodial services - Modify starting points and schedules to reduce transportation waste - Evaluate fleet availability to reduce waiting waste Effect Confirmation Target Conditions/Measurable Objectives - 80% Daily staffing availability - 50% Improvement - customer satisfaction with restroom cleanliness - Defined standard work (for custodial staff and customers) Follow Up Actions Root Cause & Gap Analysis - Undefined level of service (office parties, special events) - No defined process for unplanned absences (calling in, redistribute work, etc.) - Inconsistent availability of communication tools (vary by building) - No defined process for requesting/responding to emergencies - Variation in cleaning schedules versus facility operating schedules - Unpredictable daily staffing - Travel time + Check in Time = 16.00 hrs/day = 2 FTE - Customer requested personalized service (newspaper delivery, parties, trash) CUSTODIAL SERVICES A3 Plan Do, Check, Act - 22% of customers dissatisfied with restroom cleanliness 8% 20% 8% 14% 17% 33% 0% 5% 10% 15% 20% 25% 30% 35% Phone Call to Custodian Phone Call to Custodial Supervisor Phone Call to Custodial Manager Phone Call to Public Works Dispatch (x6000) Email Notify Custodial Staff On Site Survey: When you require emergency services, how do you request them? 32% 22% 19% 18% 6% 0% 10% 20% 30% 40% Office Spaces Restrooms Common Areas Overall Conference Rooms Survey: Custodial Services - Areas of Dissatisfaction Travel/ Check In Time 16.00 10% Absent Staff 24.00 15% Vacancies 24.00 15% Special Events 2.00 1% Staff Available 94.00 59% Daily Staffing Availability (Hours) 41% ofdaily staffing is unavailable for custodial tasks Title # Staff Hrs/Wk Hrs/Day Lead Custodian 4 160 32 FT Custodian 8 520 64 FT Custodian (Vacant) 2 80 16 PT/Perm (avg 30 hrs each) 3 90 24 PT/Temp (avg 20 hrs each) 3 60 24 Total 20 910 160 Current Actual Result State (+ 60 days) Customers dissatisfied with restroom cleanliness 22% <10% Avg minutes per restroom cleaning 35 30 Avg hours per day cleaning restrooms (184 restrooms) 107 92 Daily staffing availability 59% 80% Daily travel/check in time (hours/day) 16 8 Travel miles per day 139 <70 Metric Projected Remaining Actions Owner 1 2 3 4 5 6 7 8 9 10 11 12 Explore options to improve cell phone availability Mark R. Define process for requesting and responding to emergencies Custodial Supvs Equip carts for recycling Mark R. Process mapping for specialized facilities Mark R. Standardize Cart Equipment & Supplies Custodial Supvs Process improvement for other facility types, e.g. offices, common areas, etc. Mark R. Consider alternative staffing models (floaters, modified shifts) Mark R. Actively manage vacancies Mark R. Implementation Schedule (Months)
  • 42. 42 Lean management lights the path to excellence. Clarity is at the core of it all. And clarity begins with you.