visual management, change management, project closure, sboe february, 2014

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Visual Management, Change Management, Project Closure, SBOE February, 2014

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Page 1: Visual Management, Change Management, Project Closure, SBOE February, 2014

Visual Management, Change Management, Project Closure,

SBOE February, 2014

Page 2: Visual Management, Change Management, Project Closure, SBOE February, 2014

Goals

• After tonight’s session you will be able to:

– Identify visual management strategies

– Understand benefits of a control plan

– Articulate strategies for overcoming resistance to change

– Understand all necessary documentation needed for completion and sustainability of your change project

Page 3: Visual Management, Change Management, Project Closure, SBOE February, 2014

Visual Management

Page 4: Visual Management, Change Management, Project Closure, SBOE February, 2014

Scoreboards

Page 5: Visual Management, Change Management, Project Closure, SBOE February, 2014

Control Charts

Page 6: Visual Management, Change Management, Project Closure, SBOE February, 2014

Communication Boards

Page 7: Visual Management, Change Management, Project Closure, SBOE February, 2014

In the Classroom

Page 8: Visual Management, Change Management, Project Closure, SBOE February, 2014

Control Plans

Page 9: Visual Management, Change Management, Project Closure, SBOE February, 2014

Control Plan

• Describes what is needed to maintain the process and improvements to the process

• Includes:– Human resources and required skills– Standard processes to follow– Action plan when problems occur

• Continue to update as process matures

Page 10: Visual Management, Change Management, Project Closure, SBOE February, 2014

Control Plan – Benefits• Provides a summary of process knowledge

• Keeps process requirements and expectations visible for all functional area involved

• Describes data used to assess process performance

• Describes when action needs to occur, how frequently to check performance, who is responsible for checks, and contingency plans

• Defines roles and responsibilities

Page 11: Visual Management, Change Management, Project Closure, SBOE February, 2014

Control Plan – Examples

• Fire Escape Plans

Page 12: Visual Management, Change Management, Project Closure, SBOE February, 2014

Control Plan – Joey’s Pizza

Toppings Ordering Process• Vendor: Rome’s Supplies• Contact Number: 1-800-152-2368• Frequency of Order: Every Monday• PO #: 10235467• Standard Order:– 200 lb mozzarella cheese– 50 lb all-purpose flour– 100 lb roma tomatoes– ….

Page 13: Visual Management, Change Management, Project Closure, SBOE February, 2014

Building Commitment and Overcoming Resistance

Page 14: Visual Management, Change Management, Project Closure, SBOE February, 2014

Overcoming Resistance

• Understand what beliefs and values exist in an organization. Then you should identify the gap between the current situation and the desired mindset or behavior.

Page 15: Visual Management, Change Management, Project Closure, SBOE February, 2014

Overcoming Resistance

• Run a small pilot that will give the affected stakeholders clear visibility to how the improved process is working.

Page 16: Visual Management, Change Management, Project Closure, SBOE February, 2014

Managing Complex Change

Page 17: Visual Management, Change Management, Project Closure, SBOE February, 2014

ClosureFinishing your Lean Practitioner

Certification

Page 18: Visual Management, Change Management, Project Closure, SBOE February, 2014

Checklist

In order to receive your Lean Practitioner Certificate you need to have the following:o Scoping Documento Chartero Benefits Document

o Documentation of at least 3 CI toolso A3 Summaryo 80% or higher score on final exam

Page 19: Visual Management, Change Management, Project Closure, SBOE February, 2014

• Don’t worry, CI mentors are still here to help!

Page 20: Visual Management, Change Management, Project Closure, SBOE February, 2014

Benefits

• Benefits Document – Available on the Wiki

Page 21: Visual Management, Change Management, Project Closure, SBOE February, 2014

CI Tools

• Many of you have used:– Brainstorming– 5 Whys– Voice of the Customer /Surveys– Process Mapping

• What other tools have you used?

Page 22: Visual Management, Change Management, Project Closure, SBOE February, 2014

8 Types of Waste

• Waiting• Overproduction• Rework• Motion• Processing• Inventory• Intellect• Transportation

Page 23: Visual Management, Change Management, Project Closure, SBOE February, 2014

Tell us More!

• Describe your benefits

• Tell us what you’ve learned, what you would have done differently, and how you might use the tools again.

Page 24: Visual Management, Change Management, Project Closure, SBOE February, 2014

Benefits Document

• Take time now to draft your benefits document and get it approved by your CI mentor and SBOE Administrator…

Page 25: Visual Management, Change Management, Project Closure, SBOE February, 2014

A3• Available on the Wiki

Page 26: Visual Management, Change Management, Project Closure, SBOE February, 2014

Sustainability

• What will this project look like next year?

• The year after that?

• How will your work become the new normal?

Page 27: Visual Management, Change Management, Project Closure, SBOE February, 2014

Questions

Page 28: Visual Management, Change Management, Project Closure, SBOE February, 2014

Goals

• After tonight’s session you will be able to:

Identify visual management strategies

Understand benefits of a control plan

Articulate strategies for overcoming resistance to change

Understand all necessary documentation needed for completion and sustainability of your change project

Page 29: Visual Management, Change Management, Project Closure, SBOE February, 2014

HomeworkWho What By When

Take Session 5 Quiz During tonight’s session

Page 30: Visual Management, Change Management, Project Closure, SBOE February, 2014

March

• Using Lean in the real world– Home– Classroom– College– …and more!

• Wrapping up – Review– Final Exam– Prepare for Presentation

Page 31: Visual Management, Change Management, Project Closure, SBOE February, 2014

Help is Available!

• Do you know how to contact your CI mentor?

• Veronica: [email protected]• Katie: [email protected]

Page 32: Visual Management, Change Management, Project Closure, SBOE February, 2014
Page 33: Visual Management, Change Management, Project Closure, SBOE February, 2014

Types of Benefits

• Hard Benefits• Soft Benefits• Intangible Benefits

Page 34: Visual Management, Change Management, Project Closure, SBOE February, 2014

Hard Benefits

• Examples of cost reduction include: reduction in cost operations, material savings, reductions in transportation cost, or reductions in overhead costs.

• A revenue increase is directly associated with project outcome.

Page 35: Visual Management, Change Management, Project Closure, SBOE February, 2014

Soft Benefits

• Cost Avoidance -money placed in the budget anticipating an event, but due to the project that event never took place and the money is available for reinvestment. This applies toward resources as well.

• Efficiency Improvement – the changes made something faster, or allowed more to be done in the same amount of time.

Page 36: Visual Management, Change Management, Project Closure, SBOE February, 2014

Intangible Benefits

• You are able to offer additional services due to a reduction in necessary resources

• Services are improved when changes have:– made the process easier – allowed better access to information, – improved satisfaction with the process– improved communications– improved employee satisfaction.