Lean training coaching & Mentoring

LEAN T

RAININ

G

COACHING &

MENTO

RING

AGENDA

• Introductions – Lean Work Group • Optima Introduction• Lean – Seeing Waste & How to Eliminate It• Milwaukee County’s Plan• Steering Committee Selection• Facilitator Selection 

• Project Selection

OPTIM

A INTR

ODUCTION

Professional StaffOperations Resources

Steve Hirt Roger Wolfe Dave Lange Bill Kime Matt Lemke Laurie Stoveken Richard Cole Dave Sorenson Ed Miller Paul LeMond Sam Matsumoto Joe Rizzo

• Founded in April 2003• Relationship & referral

driven• Broad Reach and

Exposure– Headquartered in De

Pere Transformation & enterprise excellence focus

• Launched and run Peer groups AME/Optima’s CIC

Network (8 groups, 88+ companies)

Optima’s Executive Leaders Roundtable (2 groups 20 companies)

ABOUT OPTIMA ASSOCIATES

Sample Optima Experience- Client PortfolioGOVERNMENT CLIENT EXPERIENCE

Sheboygan County

LEAN –

SEEING W

ASTE &

HOW T

O ELIM

INAT

E IT

MAP THE VALUE

STREAM

ELIMINATE WASTE &

VARIATION

EXECUTE PRECISELY

IMPROVE CONTINUALLY

MEASURE PERFORMANCE

PROCESSES

PEOPLE

IDENTIFY VALUE

PRODUCT/SERVICES

THE BASIC PRINCIPLES OF LEAN

LEAN AS A IMPROVEMENT STRATEGY

• Focuses on waste identification through team based problem solving (Empowerment is Essential)

• Creates more time to do value-added work for our customers (Significantly Reduces Cost)

• Allows you to significantly adjust to the level of work without incrementally adding costs (Provide Additional Services)

• Is implemented by the people who do the work, not management (Understand the 10-80-10 rule)

MAP THE VALUE

STREAM

ELIMINATE WASTE &

VARIATIONIDENTIFY

VALUE

What the Customer Would Willingly Pay For

Value Stream Map & Process

RedesignNon-Value

Added 95%Value Added

5%Non-Value Added = Waste + Cost Added

WHO IS THE CUSTOMER?

Impeccable (No Hassle) Quality!Reasonable Fees!(Most Important) No Waiting!

WHAT DO OUR CUSTOMERS WANT?

LEAN AT MILWAUKEE COUNTY

• Focus on processes – not departments or the people

• Where is the “low hanging fruit”?

• Create a culture of continuous improvement

• Led from the top – implemented by the people who do the work

• Focused on team based problem solving to get real results

VALUE STREAM MAPPING PROCESS

VALUE STREAM MAP

MILWAUKEE C

OUNTY’S

PLAN

THE IMPLEMENATION AND TRAINING PROCESS

Lean Steering Committee Development•Select Members•Determine Roles & Responsibilities•Create Mission, Vision, Goals & Objectives•Identify Key Projects•Select Facilitators•Communication

Identify & Train Facilitators•Facilitator Vetting•Lean Tool Training (Teach & Do)•Team Dynamics•Project Planning•In Depth Value Stream Mapping

Identify & Train Facilitators•Facilitator Vetting•Lean Tool Training (Teach & Do)•Team Dynamics•Project Planning•In Depth Value Stream Mapping

June – September 2014

LEAN S

TEERIN

G

COMMITTE

E SELE

CTION

LEAN STEERING COMMITTEE SELECTION

• Visionaries – Can see the “big picture”• Understands Lean in County Government• 10 – 12 Members – Different Departments• Able to Meeting on a Regular Basis• Collects and Prioritizes Lean Projects• Attends Out-Brief Sessions• Facilitator Advocate• Supports Departments with their Lean

Initiatives

FACILI

TATO

R SELE

CTION

THE FACILITATION PROCESS

• Lean Event Scoping – Project Sponsor & Project Leader

• Project Logistics

• Facilitate Lean Projects

• Lead the Team to Consensus

• Help Create the Project Out-Brief

• Assist the Project Leader

Project Name

One Sentence Description

Project Sponsor

Project Leader

Team MembersTitle

Principle Stakeholders

Process Bounds Start Point Stop Point

Out of Scope

Process Importance - Business Need for Improvement

Project Goals and Objectives

Project Start Date

Project Charter

Date Chartered

Process Problem

Target Completion Date

Name

FACILITATOR QUALITIES

• Designing structured activities & processes

• Listening, paraphrasing, observing, clarifying, elaborating

• Interpreting verbal & non-verbal behavior

• Maintaining group discipline

• Managing differences

• Collaborating with others

• Project management

• Meeting management

• Logistics management

20

PERSONAL CHARACTERISTICS OF A FACILITATOR

• Steadiness (calm & centered)

• Confidence

• Assertiveness

• Openness

• Flexibility

• Authenticity

• Humility

• Optimism

• Results-oriented disposition

21

PROJECT SELECTION

Solicit Projects from County Departments

Steering Committee Collects

Optima Assists with Prioritization

1st Two Lean Events are Selected

Additional Projects are Scheduled