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    Critical Lessons

    Content and Delivery

    o x gma ra n ng

    Dave Zubrow

    June 30, 2010

    SEI Webinar: Critical Lessons Learned in the

    Content and Delivery of Six Sigma Training

    30 June 2010

    2010 Carnegie Mellon University

    SEI Webinar: Critical Lessons Learned in the

    Content and Delivery of Six Sigma Training

    30 June 2010

    2010 Carnegie Mellon University

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    NO WARRANTY

    THIS CARNEGIE MELLON UNIVERSITY AND SOFTWARE ENGINEERINGINSTITUTE MATERIAL IS FURNISHED ON AN AS-IS" BASIS. CARNEGIEMELLON UNIVERSITY MAKES NO WARRANTIES OF ANY KIND, EITHEREXPRESSED OR IMPLIED, AS TO ANY MATTER INCLUDING, BUT NOTLIMITED TO, WARRANTY OF FITNESS FOR PURPOSE ORMERCHANTABILITY, EXCLUSIVITY, OR RESULTS OBTAINED FROM USEOF THE MATERIAL. CARNEGIE MELLON UNIVERSITY DOES NOT MAKE

    ANY WARRANTY OF ANY KIND WITH RESPECT TO FREEDOM FROM, , .

    Use of any trademarks in this presentation is not intended in any way toinfringe on the rights of the trademark holder.

    , ,

    freely distributed in written or electronic form without requesting formalpermission. Permission is required for any other use. Requests for permission should be directed to the Software Engineering Institute atermission sei.cmu.edu.

    This work was created in the performance of Federal Government ContractNumber FA8721-05-C-0003 with Carnegie Mellon University for the operationof the Software Engineering Institute, a federally funded research and

    -.government-purpose license to use, duplicate, or disclose the work, in wholeor in part and in any manner, and to have or permit others to do so, for government purposes pursuant to the copyright license under the clause at252.227-7013.

    ` SEI Webinar: Critical Lessons Learned in theContent and Delivery of Six Sigma Training

    30 June 2010

    2010 Carnegie Mellon University

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    The Co-Authors

    Robert Stoddard

    Senior Member of Tech Staff

    Dave Zubrow

    Senior Member of Tech Staff

    SEI SEMA* SEI SEMA*

    *SEI SEMA = Software Engineering Institute,

    Software Engineering Measurement and Analysis

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    Polling Question 1

    ow you ear a out t s we nar

    .

    2. SEI Website

    3. Website with webinar calendar (ie www.webinar-directory.com)

    4. Social Media site ( LinkedIn, Twitter)5. Other

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    Todays Talk

    Introduction

    Six Sigma Training Challenge

    History of Six Sigma Training

    Lessons Learned from SEI Research and Experience

    Training Design

    Training Implementation

    SEI Six Sigma Training Solutions

    Contact Info and Questions

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    Introduction

    A wide variety of sources of Six Sigma training abound making it difficult

    for organizational leaders to identify which training and Six Sigma

    implementations are best for their work situations.

    Additional confusion arises due to different philosophies on how to best

    .

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    Six Sigma Training Challenge

    Critical lessons learned, in both the content and delivery of Six Sigma

    training, have been identified by SEI researchers from their experiences

    with several large corporations.

    The Challenge:

    Successful adoption and usage of Six Sigmafor tactical process improvement

    versus

    a failed investment in Six Sigma training thats ess use u an ess prac ca n o ay s

    fast-paced business environment.

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    History of Six Sigma Training

    1980s Traditional statistical training to manufacturing personnel; focus

    on manufacturing operational scorecards

    1990s Traditional statistical trainin with COTS statistical tools focusmoves beyond scorecards to improvement project methodology

    -

    domains; focus on new product design, development and transaction

    a e s pp e s a s ca ra n ng w mo ern oo s o a w e

    variety of domains; focus on training domain experts use of statistics

    rather than training statisticians in domain knowledge

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    Lessons Learned from SEI Research and

    Critical lessons learned have been identified in both the content and

    delivery of Six Sigma training

    Identified u to 8 ears a o most or anizational de lo ment cham ionsand Six Sigma training providers seem to be unaware of the lessons

    learned

    As such, inferior training and improper use of Six Sigma methods and toolspersists in the community, resulting in false starts and disappointing

    us ness resu s

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    Polling Question 2

    How would you characterize your organizations Six Sigma methods

    and tools training?

    1. Very good

    2. Above Average

    3. Below Average

    4. Minimal

    5. Dont know

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    Training Design

    ` SEI Webinar: Critical Lessons Learned in theContent and Delivery of Six Sigma Training

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    1) Theory & Formula vs What, When & Why

    Traditional Approach:

    Traditional Six Sigma training forces students to

    learn the formulas and theory behind each.

    Often, this can include details of the original

    .

    Lesson Learned:

    -

    coaching, Six Sigma training should properly focus class time on

    connecting the business problem space with the appropriate technique orme o .

    Experience has shown that busy practitioners will not use the methods if

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    2) Statistical Purism vs Practical Use

    Traditional Approach:

    Often, Six Sigma training still gets wrapped

    around the axle regarding statistical purism.Thus, the training appears to ignore the fact that

    we are training practitioners, not college

    Lesson Learned:

    to use the methods, with occasional help from a coach.

    An exam le is the on- oin discussion within the Six Si ma communit

    about how religious one treats the prerequisite of normality before using a

    number of methods, including SPC.

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    3) Theoretical Examples vs Real World Problems

    Traditional Approach:

    Many Six Sigma courses primarily offer thought

    experiments and theoretical examples related to the.

    This behavior actually blurs the lines of distinction

    awareness.

    Lesson Learned:

    Six Sigma training should focus on skill building through a combination of

    real-world and realistic case studies.

    Thus, the students can learn the skills in context of specific business

    situations and problems.

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    4) Manufacturing vs Software and Systems

    Traditional Approach:

    Because Six Sigma training originated in the

    manufacturing domain, many training providers

    still teach the methods strictly in context ofmanufacturing.

    Consequently, many organizations have seen their

    so ware eng neers ques on e app ca y o

    Six Sigma to their work.

    Lesson Learned:

    Six Sigma courses should stress the application of Six Sigma methods andoo s among a w e var e y o areas, suc as u no m e o: new

    product development, research, transaction processing and service, as

    well as, strategic planning and technical product marketing.

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    5) Continuous Data vs Continuous & Discrete Data

    Traditional Approach:

    Most Six Sigma training providers only teach methods

    conducive for continuous data types while excluding

    .

    This arises because the original manufacturing application

    had primarily continuous data (Interval or Ratio).

    Lesson Learned:

    - ,

    systems-of-systems development need to deal with all types of data. In

    fact, experience has shown that a majority of the data to be analyzedmay e ca egor ca om na or r na n na ure.

    Examples: Defect type = Nominal; Severity score = Ordinal

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    6) Domain Agnostic vs CMMI & Domain Specific

    Traditional Approach:

    Some Six Sigma training providers create

    training materials to be reused across.

    As a result, the concepts and skills are not

    Lesson Learned:

    and, beneficially, against a backdrop of the CMMI constellations

    (Development, Acquisition, and Services).

    Case studies from a number of domains should be included to ensure

    coverage of all students backgrounds.

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    Polling Question 3

    To what degree would these training content lessons-learned benefit

    your organization?

    1. Very much

    2. Often

    3. Somewhat

    4. Minimal

    5. Dont know

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    Training Implementation

    ` SEI Webinar: Critical Lessons Learned in theContent and Delivery of Six Sigma Training

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    1) One Instructorvs Two Instructor Paradigm

    Traditional Approach:

    A majority of Six Sigma training conducted today is via a

    single instructor and often via online or elearning.

    ,

    constrained by the single instructors experience and

    limited interaction with students, if any interaction at all!

    Lesson Learned:

    We believe a two-instructor a roach is su erior for several

    reasons:

    1) While one instructor is lecturing and leading the class, theo er ns ruc or can wa aroun o e p w oo use, an

    2) The two-instructor approach dramatically enriches the learning

    ex erience via com lementar instructor back rounds.

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    2) Statistical Prerequisites vs No Prerequisites

    Traditional Approach:

    Many Six Sigma training courses have a deeply-rooted

    structure of prerequisite courses, often requiring

    .

    As such, many domain experts find themselves excluded

    quality function.

    Lesson Learned:

    Because domain knowledge has been shown to be more important than

    statistics in driving process improvement , we have seen organizationspr or ze e c ass sea s or e oma n s u en s w o may ave no pr or

    knowledge of statistics.

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    3) Manual Calculation vs Modern Tools

    Traditional Approach:

    Most Six Sigma training offerings are still locked in the

    past, e.g. 1980s.

    They still teach students to perform heavy calculations

    on calculators or program formulas in spreadsheets.

    Lesson Learned:

    A healthy set of modern tools are now available to conduct applied statistical

    analysis and report the results.

    A such, we believe that the teaching focus on manual calculations is aser ous s rac on rom e rea ocus: connec ng e pro em space

    with methods and tools!

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    4) Lecture vs Hands-on Practice

    Traditional Approach:

    Much of todays Six Sigma training is still rooted in

    traditional classroom lecture, or unassisted

    .

    Both approaches have been shown to be inferior

    - , .

    Lesson Learned:

    We believe a combined use of lecture, individual and group exercises, and

    interactive use of modern tools is superior for skill building.A seemingly superior class design guide is to limit lecture to no more than

    30-40% of the class time.

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    5) Use it or Lose it vs Self-Refresher Screen

    Traditional Approach:

    Traditional Six Sigma training often includes training

    materials that do not stand alone.

    As such, students often find the need to retake the

    training later on when the opportunity to apply a

    Lesson Learned:

    Six Sigma training should include rich information, decision flowcharts and

    actual screen shots of the step-by-step process for each method using a

    modern tool.

    In this fashion, students may interactively follow along during class, as well

    as, self-refresh on topics later on when needed.

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    6) Memorization vs Laminated Color Job Aids

    Traditional Approach:

    To this day, most Six Sigma training involves memorizing

    formulas, as well as, which techniques to use in different

    .

    This memorization requirement continues to stall Six Sigma

    .

    Lesson Learned:

    ,

    embody most of the decisions related to techniques based on the

    situational factors.

    At the SEI, we have created several laminated, color job aids that are in

    great demand by our students.

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    7) Standard Data Sets vsAdditional Student Data

    Traditional Approach:

    It is common for Six Sigma training to provide data

    sets to be analyzed as part of the skill building.

    However, these data sets are often narrowly

    constrained and unrealistic to the situations that

    Lesson Learned:

    Students should not only utilize prepared data sets to practice the different

    techniques, but should be encouraged to bring their own organizational.

    In this manner, students can build compelling predictive models for their

    work lace needs durin the class!

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    8) Book Knowledge vs Self-Sufficiency

    Traditional Approach:

    Regretfully, many training providers, coaches and

    practitioners seem to be only book knowledgeable of

    .

    As such, they are disadvantaged wrt the operation and

    .

    Lesson Learned:

    -

    students through the repeated practice of individual analytical techniques

    and tools.

    We believe skill building of this nature creates more self-sufficient students

    who need less coaching and are more confident in applying the

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    2010 Carnegie Mellon University

    .

    9) O ti t O i hi

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    9) One time event vs On-going coaching

    Traditional Approach:

    Most Six Sigma training is designed as a one-time

    training event, in which the students must go back to

    .

    Even the best training suffers without the appropriate

    - .

    Lesson Learned:

    -

    advice and help, as this psychologically promotes their use of the

    methods without fear.

    Superior Six Sigma deployments achieve coaching structures within each of

    the major domains in their organization, such that practitioners are

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    .

    P lli Q ti 4

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    Polling Question 4

    To what degree would these training implementation lessons-learned

    benefit your organization?

    1. Very much

    2. Often

    3. Somewhat

    4. Minimal

    5. Dont know

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    SEI Webinar: Critical Lessons Learned in the

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    SEI Si Si T i i S l ti

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    SEI Six Sigma Training Solutions

    The SEI offers two courses that embody the lessons learned described in

    this talk.

    Designing Products and Processes using Six Sigma (DPPSS)

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    IPPSS C D t il

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    IPPSS Course Details

    Title: Improving Process Performance using Six Sigma (IPPSS) (5 days)

    SEI url: http://www.sei.cmu.edu/training/p49b.cfm

    Aka: Green Belt training for Software and Systems Engineers

    Topics included:

    1. Full treatment of the Six Sigma DMAIC process

    2. Analysis using ANOVA and Hypothesis Testing

    3. Sample size determination

    4. Predictive modeling using Regression modeling

    5. Role of these methods specifically related to the following CMMI-Dev

    1.2 Process Areas: MA, QPM, OPP, CAR and OID

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    DPPSS Course Details

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    DPPSS Course Details

    Title: Designing Products and Processes using Six Sigma (DPPSS) (5 days)

    SEI url: http://www.sei.cmu.edu/training/p56b.cfm

    Aka: Black Belt training for Software and Systems Engineers

    Topics included:

    .

    2. Voice of Customer techniques including KJ and Kano analysis

    .

    4. Predictive modeling using Dummy Variable and Logistic Regression modeling

    .

    6. Design of Experiments for practical, short experiments, and

    7. Software Reliabilit Growth Modelin and rediction of latent defects.

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    Polling Question 5

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    Polling Question 5

    Which of these SEI courses seem attractive and t imely to meet your

    organizations needs?

    1. Improving Process Performance Using Six Sigma (IPPSS)

    2. Designing Products and Processes Using Six Sigma (DPPSS)

    3. Both of the above

    4. Neither of the above

    5. Dont know

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    Open Question

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    Open Question

    Any additional questions or comments on the critical lessons learned

    in the content and delivery of Six Sigma training?

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    Thank You for Your Attention!

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    Thank You for Your Attention!

    Robert Stoddard U.S. mail:

    . .

    Dave Zubrow

    Customer Relations

    4500 Fifth Avenuema : z se .cmu.e uPittsburgh, PA 15213-2612

    USA

    World Wide Web: Customer Relations

    www.se .cmu.e u ma : cus [email protected]

    Telephone: +1 412-268-5800SEI Phone: +1 412-268-5800

    SEI Fax: +1 412-268-6257

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    Are ou measurin the data ou need?SEI Measurement and Analysis training

    equ ps you w e s s nee e .

    SEI Trainingwww.sei.cmu.edu/training

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    Analyzing Project Management Indicators

    Three-day course teaching managers and practitioners howto use measurement as the foundation for making informed

    decisions about projects.

    July 13 15, 2010 (SEI Arlington, VA)

    Register Now:www.sei.cmu.edu/training/p07d.cfm

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    es gn ng ro uc s an rocesses

    Usin Six Si maFive-day course taking a hands-on, measurement-oriented approach toproduct development, providing participants with a toolkit of analysis

    .

    December 13 17, 2010 (SEI Arlington, VA)

    Register Now:www.sei.cmu.edu/training/p56b.cfm

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    Implementing CMMI for High Performance,

    and Executive SeminarOne-day introductory course for executives and middle managerscovers the key concepts and strategy behind the SEIs new fast track

    .

    October 18, 2010 (SEI Arlington, VA)

    Register Now:www.sei.cmu.edu/training/p22b.cfm

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    Implementing Goal-Driven Measurement-

    identify and define indicators and measures that directly support an

    organizations business, process improvement, and project goals.

    September 21 23, 2010 (SEI Arlington, VA)

    Register Now:www.sei.cmu.edu/training/p06.cfm

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    Using Six SigmaFive-day course taking a hands-on, problem-solving approach todata analysis, providing participants with a toolkit of analysis

    and Goal-Driven Software Measurement.

    ,

    Register Now:www.sei.cmu.edu/training/p49b.cfm

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    Start here

    Webinar start

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