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The Outstanding Organization:
     The Power of Discipline

       Presenter: Karen Martin


             Webinar
            May 3, 2012
 Founder, Karen Martin & Associates, LLC
(1993)
 Lead Lean transformations in the service
sector and office areas within manufacturing
 Teaches at University of California, San
Diego’s Lean Enterprise program
 Email: karen@ksmartin.com
 Twitter: @karenmartinopex
 Facebook:
www.facebook.com/karenmartinassoc

                                               Karen Martin,
                                                 Principal




                                  July 2012
We need to improve
      how we improve.



                        3
Mindsets & Behaviors


                       4
Lack of Clarity
    Lack of Focus
       Lack of Discipline
            Lack of Engagement
                                 5
The Outstanding Organization


                                 Business Results

               Problem Solving




                                       Improvement
                                        Continuous 




                                                      Resilience
   Core 
Capabilities


                                       CHOS



                                                                   6
7
Greatness results from
  disciplined people engaged in

disciplined thinking that leads to

        disciplined action.


               — Jim Collins, Good to Great




                                              8
Mastery Requires Deliberate Practice


Rafael Nadal
 successfully 
returned the 
shot to Andy 
  Roddick.




                                   9
How much
deliberate practice?
   10,000 hours
    (10 Years)

                       10
Relevant Resources
1. K. Anders Ericsson et. al, “The Making of an Expert,”
   Harvard Business Review, July 2007.
2. Daniel Coyle, The Talent Code, Bantam Books, 2009.
3. Geoff Colvin, Talent is Overrated, Portfolio Press, 2008.
4. Charles Duhigg, The Power of Habit, Random House, 2012.




                                                         11
“Effectiveness is a
     habit.”
         — Peter Drucker




                           12
Practice vs. Performance
                                     Perform
        Train                         99%
100%    90%

90%
80%
70%
60%                                                       Train
50%                                                       Perform
40%
30%               Perform
20%                10%       Train
                              1%
10%
 0%
       Athletes             Businesses
                                           Jim Loehr & Tony Schwartz,
                                           The Power of Full Engagement
                                                                      13
Two Key Areas for Development
• Problem-Solving
  – Mechanics
  – Coaching Expertise
• Process Management
  – Process Owner
  – Key Performance Indicators
  – Continuous Improvement




                                  14
Problem: A gap between where you
are and where you need to be.


Opportunity: A gap between where
you are and where you’d like to be.



                                      15
Develop
                                        hypothesis




          Refine
                                                      Conduct 
       Standardize 
                                                     experiment
         Stabilize




                                        Measure 
                                         results
                                                              16
© 2012 Karen Martin & Associates, LLC
Clarifying the PDSA Cycle

                                    Phase                              Detailed Steps

                                                       1.  Define and break down the  problem.

                                                       2.  Grasp the current condition.

                                         Develop 
                            Plan                       3.  Set a target condition.
                                        Hypothesis

                                                       4.  Conduct root cause & gap analysis.

                                                       5.  Identify potential countermeasures.

                                                       6.  Develop & test countermeasure(s)

                                          Conduct                                                         Continuous 
                             Do                      7.  Refine and finalize countermeasure(s).
                                        Experiment                                                       Improvement
                                                       8.  Implement countermeasure(s).

                                         Evaluate 
                            Study                      9.  Measure process performance.
                                          Results

                                                     10. Refine, standardize, & stabilize the process.
                                           Refine 
                           Adjust       Standardize  11. Monitor process performance.
                                          Stabilize
                                                     12.  Reflect & share learning.

                                                                                                                17
© 2012 Karen Martin & Associates, LLC
True Continuous Improvement




                                                    18
© 2012 Karen Martin & Associates, LLC
Developing PDSA Capabilities

• A3 Management

• Kaizen Events

• Daily Kaizen (Improvement &
  Coaching Kata)


                                  19
The Role of the Improvement Coach




                                20
Learning Stages




                                                          21
© 2012 Karen Martin & Associates, LLC
Remember This?

     How much
deliberate practice?
   10,000 hours
    (10 Years)
                       22
Types of Coaching




          REFLECTIVE DEVELOPMENT                DIRECTIVE DEVELOPMENT




                                                                        23
© 2012 Karen Martin & Associates, LLC
Improvement‐Oriented Socratic Questions
   •    Clarification                                  •   Viewpoints & perspectives
          – What problem are you trying to solve?           – What about the current condition is not 
          – Why is that a problem?                            ideal?
          – What is this data telling you?                  – Which countermeasures have you 
                                                              rejected and why?
   •    Simplification
                                                            – Is there another way to look at these 
          – How could you visually depict that data?          results?
          – What’s the most relevant finding?
                                                       •   Implications & consequences
          – What specific conditions would be best 
            for testing your hypothesis?                    – If you do that, what might happen?
                                                            – If “that” happens, then what?
   •    Rationale/evidence
          – What data supports that conclusion?
                                                       •   Procedure
          – How could you collect the data you need         – What’s your next step?
            to prove or disprove your hypothesis?           – How is the new way of operating being 
          – What is the primary root cause for that           documented?
            problem?                                        – How do you plan on training the affected 
                                                              workers on this new process?
                                                            – How will the process be monitored?
                                                            – Where else can this learning be applied 
                                                              in the organization?
                                                                                                   24
© 2012 Karen Martin & Associates, LLC
Process Design,
  Management
and Improvement




                  25
Process Needs
• Clearly documented (and CURRENT).
  – Input(s), task itself, output(s)
  – Sequencing, handoffs, performance expectations for
    each step (time & quality).
  – Standardized, error-proofed and waste-free.
• 3-5 defined KPIs (key performance
  indicators).
• Designated process owner.
• Continuously improved.

                                                    26
The Next Frontier…




The Middle Manager   27
We need to shift our focus from
    managing   people
 to managing processes.




                                  28
Release Date: July 8, 2012 
     (McGraw‐Hill)

 Available for Preorder: 
  www.bit.ly/km‐too




                        29
For Further Questions


        Karen Martin, Principal
       7770 Regents Road #635
         San Diego, CA 92122
            858.677.6799

        ksm@ksmartin.com
     Twitter: @karenmartinopex

Monthly newsletter: www.ksmartin.com/subscribe

               Connect with us:



                                                 30

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The Outstanding Organization: The Power of Discipline

  • 1. The Outstanding Organization: The Power of Discipline Presenter: Karen Martin Webinar May 3, 2012
  • 2.  Founder, Karen Martin & Associates, LLC (1993)  Lead Lean transformations in the service sector and office areas within manufacturing  Teaches at University of California, San Diego’s Lean Enterprise program  Email: karen@ksmartin.com  Twitter: @karenmartinopex  Facebook: www.facebook.com/karenmartinassoc Karen Martin, Principal July 2012
  • 3. We need to improve how we improve. 3
  • 5. Lack of Clarity Lack of Focus Lack of Discipline Lack of Engagement 5
  • 6. The Outstanding Organization Business Results Problem Solving Improvement Continuous  Resilience Core  Capabilities CHOS 6
  • 7. 7
  • 8. Greatness results from disciplined people engaged in disciplined thinking that leads to disciplined action. — Jim Collins, Good to Great 8
  • 9. Mastery Requires Deliberate Practice Rafael Nadal successfully  returned the  shot to Andy  Roddick. 9
  • 10. How much deliberate practice? 10,000 hours (10 Years) 10
  • 11. Relevant Resources 1. K. Anders Ericsson et. al, “The Making of an Expert,” Harvard Business Review, July 2007. 2. Daniel Coyle, The Talent Code, Bantam Books, 2009. 3. Geoff Colvin, Talent is Overrated, Portfolio Press, 2008. 4. Charles Duhigg, The Power of Habit, Random House, 2012. 11
  • 12. “Effectiveness is a habit.” — Peter Drucker 12
  • 13. Practice vs. Performance Perform Train 99% 100% 90% 90% 80% 70% 60% Train 50% Perform 40% 30% Perform 20% 10% Train 1% 10% 0% Athletes Businesses Jim Loehr & Tony Schwartz, The Power of Full Engagement 13
  • 14. Two Key Areas for Development • Problem-Solving – Mechanics – Coaching Expertise • Process Management – Process Owner – Key Performance Indicators – Continuous Improvement 14
  • 15. Problem: A gap between where you are and where you need to be. Opportunity: A gap between where you are and where you’d like to be. 15
  • 16. Develop hypothesis Refine Conduct  Standardize  experiment Stabilize Measure  results 16 © 2012 Karen Martin & Associates, LLC
  • 17. Clarifying the PDSA Cycle Phase Detailed Steps   1.  Define and break down the  problem.   2.  Grasp the current condition. Develop  Plan   3.  Set a target condition. Hypothesis   4.  Conduct root cause & gap analysis.   5.  Identify potential countermeasures.   6.  Develop & test countermeasure(s) Conduct  Continuous  Do   7.  Refine and finalize countermeasure(s). Experiment Improvement   8.  Implement countermeasure(s). Evaluate  Study   9.  Measure process performance. Results 10. Refine, standardize, & stabilize the process. Refine  Adjust Standardize  11. Monitor process performance. Stabilize 12.  Reflect & share learning. 17 © 2012 Karen Martin & Associates, LLC
  • 18. True Continuous Improvement 18 © 2012 Karen Martin & Associates, LLC
  • 19. Developing PDSA Capabilities • A3 Management • Kaizen Events • Daily Kaizen (Improvement & Coaching Kata) 19
  • 20. The Role of the Improvement Coach 20
  • 21. Learning Stages 21 © 2012 Karen Martin & Associates, LLC
  • 22. Remember This? How much deliberate practice? 10,000 hours (10 Years) 22
  • 23. Types of Coaching REFLECTIVE DEVELOPMENT DIRECTIVE DEVELOPMENT 23 © 2012 Karen Martin & Associates, LLC
  • 24. Improvement‐Oriented Socratic Questions • Clarification • Viewpoints & perspectives – What problem are you trying to solve? – What about the current condition is not  – Why is that a problem? ideal? – What is this data telling you? – Which countermeasures have you  rejected and why? • Simplification – Is there another way to look at these  – How could you visually depict that data? results? – What’s the most relevant finding? • Implications & consequences – What specific conditions would be best  for testing your hypothesis? – If you do that, what might happen? – If “that” happens, then what? • Rationale/evidence – What data supports that conclusion? • Procedure – How could you collect the data you need  – What’s your next step? to prove or disprove your hypothesis? – How is the new way of operating being  – What is the primary root cause for that  documented? problem? – How do you plan on training the affected  workers on this new process? – How will the process be monitored? – Where else can this learning be applied  in the organization? 24 © 2012 Karen Martin & Associates, LLC
  • 25. Process Design, Management and Improvement 25
  • 26. Process Needs • Clearly documented (and CURRENT). – Input(s), task itself, output(s) – Sequencing, handoffs, performance expectations for each step (time & quality). – Standardized, error-proofed and waste-free. • 3-5 defined KPIs (key performance indicators). • Designated process owner. • Continuously improved. 26
  • 28. We need to shift our focus from managing people to managing processes. 28
  • 29. Release Date: July 8, 2012  (McGraw‐Hill) Available for Preorder:  www.bit.ly/km‐too 29
  • 30. For Further Questions Karen Martin, Principal 7770 Regents Road #635 San Diego, CA 92122 858.677.6799 ksm@ksmartin.com Twitter: @karenmartinopex Monthly newsletter: www.ksmartin.com/subscribe Connect with us: 30