how to measure coaching and pdca cycles

How to make progress of Coaching Cycles and PDCA cycles measurable?

Emiel van Est

27 november 2011

Some thoughts

• Threshold of Knowledge seems to become a core concept of TK – See Bill Costantino’s TK unified field theory Presentation

• We only make progress when we expand Threshold of Knowledge in the direction of a target condition

• It would be very helpful for coaches and advance groups to be able to measure the effectiveness of PDCA Cycles and Coaching Cycles.

• It seems important to distinct coaching from mentoring.

Threshold of Knowledge seems to become a core concept of TK

http://www.slideshare.net/BillCW3/toyota-kata-unified-field-theory










Coaching vs Mentoring Ref: Karen Martin

• In improvement circles, the terms coach and mentor have become synonymous, but they represent two very distinct roles.

• A coach draws on the wisdom of the coachee by asking Socratic questions, open-ended questions that are designed to cause the student to think. – The student already possesses the knowledge and skills they need to

be successful and are having difficulty drawing upon it.

• A mentor puts on a more traditional teacher's hat. – The student doesn't possess the knowledge and skills that he or she

needs to be successful. – The mentor provides information and teaches via a learn-apply

method. A mentor provides information—tells— more than asks. – As the mentee applies the knowledge and skills, it's acceptable for the

teacher to be quite directive about the adjustments the mentee should try.

Research Questions

• How do we find the current Threshold of Knowledge? – At what question in the coaching cycle? – Who did find it? The coach or the learner?

• Are hypothesis confirmed or rejected? – If 100% confirmed you probably are not stretching

Threshold of Knowledge – If 0% confirmed what does that mean?

• Steps to big? • To many directions? • …?

– What would be a good mix? – What would be a good trend?

Research Questions

• Did the coach have to switch from coaching mode to mentor mode? – Where in the coaching cycle? – Why?

• How often has the coach to switch to mentor mode? – Always? That can not be good. – Never? That can not be good. – What would be a healthy mix? – What would be a healthy trend?

• How many PDCA cycles does the learner on his own (without coaching)? – What would be a healthy mix? – What would be a healthy trend?

Threshold of Knowledge & Coaching Kata

Where is current Threshold of Knowledge on the way toward the Target Condition?

Coaching focus:

Are we acting on the current Threshold of Knowledge?

Back of Card

Reflect on the Last Step Taken

A) What was your Threshold of Knowledge

B) What was your last step?

C) What did you expect?

D) What actually happened?

E) What did you learn?

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Return

PDCA Cycles RecordDate

Process Process Metric

#

Threshold of

Knowledge?(What next do you want to learn) Step What do you expect?

ResultObserve closely What we Learned?

As

Expe c te d?

Que stion

re ve a ling

TOK

With Coa c h?

As

Expe c te d?

Que stion

re ve a ling

TOK

With Coa c h?

As

Expe c te d?

Que stion

re ve a ling

TOK

With Coa c h?

As

Expe c te d?

Que stion

re ve a ling

TOK

With Coa c h?

As

Expe c te d?

Que stion

re ve a ling

TOK

With Coa c h?

5

Exp

erim

ent

4

3

1

2

Coaching Cycles Record

Date


#

Date

Start Time

Stop Time

Date &

Cycle on

PDCA form

How was threshold of knowledge

found?

Switched to mentor

mode?

Where in coaching cycle?

Why did you or didn't you switch to

mentor mode?

1

2

3

4

5

PDCA Cycles MeasurementsDate


Expectations confirmed

No No No No No

No No No No

No No No Yes

Yes No Yes Yes Yes

Yes Yes Yes Yes YesPDCA Form

Date1-nov 8-nov 15-nov 22-nov 29-nov 6-dec 13-dec 20-dec 27-dec

With what question did we find current threshold of knowledge?

1 2 1 2 1 2A

2 2 2C 3 3 3C

3 2 2 3 2 3D

4 3 3D 2 3

5 4 1 3 2PDCA Form


PDCA cycles with coaching

Yes No Yes No No

Yes Yes Yes No

Yes Yes Yes Yes

Yes Yes Yes Yes Yes



3D means: we flipped the card after

question 3 and found TOK at

reflection question D

Start at bottom or top and meet in the middle

Coaching Cycles MeasurementsDate


Did the learner find the Threshold of Knowledge by themselves?

No Uncoached No Uncoached Uncoached

No No No Uncoached

No No No No

Yes No Yes Yes Yes



With what question did we find current threshold of knowledge?

1 2 Uncoached 2 Uncoached Uncoached

2 2 2C 3 Uncoached 3C

3 2 2 3 2 3D

4 3 3D 2 3

5 4 1 3 2PDCA Form


Switched to mentor mode because learner moved outside Improvement Kata Corridor?

No Uncoached No Uncoached Uncoached

No No Yes Uncoached No

Yes Yes Yes No

Yes Yes Yes Yes



Desired level?

Desired trend?

how to measure coaching and pdca cycles

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