Professional Documents
Culture Documents
Strategy Deployment and Kata
Strategy Deployment and Kata
Strategy Deployment
By Gerardo Aulinger
with Mike Rother and Mark Rosenthal
Introduction
The
Lean
community
has
been
talking
about
strategy
deployment
for
20
years.
In
short,
the
objec>ve
is
arrows
lined
up
(i.e.,
individual
process
improvement
eorts
working
toward
common
goals)
and
an
up-and-down
dialog
that
keeps
both
the
top
and
the
opera>onal
levels
informed
about
unfolding
reali>es.
Goal
Deployment
Top-Down
Introduction
So
far
so
good.
But
the
approach
we
took
to
opera>onalize
this
concept
has
not
been
very
eec>ve.
We
tried
to
copy
Japanese
companies'
mature
Eastern
approach
--
called
Hoshin
Kanri
--
yet
basic
principles
of
skill-building
and
brain
science
suggest
this
sort
of
benchmarking
or
copying
approach
won't
work
for
two
reasons:
(1)
It's
like
telling
a
beginner
athlete
to
copy
and
replicate
an
experienced
athlete
and
(2)
Typical
Western
organiza>onal
culture
is
dierent
from
an
Eastern
one.
Hoshin
Kanri
has
been
interes>ng,
but
not
very
replicable
here.
Like
any
athlete
or
musician
who's
learning
new
skills,
you
need
to
start
where
you
are,
prac>ce
some
structured
rou>nes
and,
as
your
prociency
grows,
you
can
ne-tune
and
develop
your
own
style.
Introduction
Fortunately,
almost
every
reader
of
this
is
already
using
a
tool
that
can
help
them
start
prac>cing
beUer
strategy
deployment
today:
Future
State
Mapping.
In
this
SlideShare
Gerd
Aulinger
takes
you
through
an
example
to
clearly
illustrate
how
future-state
mapping
and
the
rou>nes
of
the
Improvement
Kata
/Coaching
Kata
come
together
to
eec>vely
connect
daily
improvement
with
the
strategy
and
breakthrough
challenges
of
the
organiza>on.
No>ce
that
Gerd
refers
to
future-state
mapping.
The
main
purpose
of
drawing
a
current
state
value
stream
map
is
not
to
see
problems
or
wastes
for
quick
resolu>on,
but
to
provide
the
basis
for
designing
a
future
state.
Once
you
have
a
future-state
value
stream
design,
then
work
toward
it
by
applying
the
Improvement
Kata
at
the
processes
in
that
value
stream.
Thats
goal-directed
working,
which
Gerd
illustrates
well
in
this
SlideShare.
Introduction
We
con>nue
to
experiment
with
this
approach,
but
its
>me
to
share
what
were
learning.
This
SlideShare
is
detailed
enough
to
be
a
guide
and
we
invite
you
to
use
it
to
join
in
the
experimen>ng
and
development.
Keep in mind you can download this le from SlideShare & print it. Study Gerd's SlideShare and you'll be amazed at how logical, consistent and powerful the combina>on of Future-State Mapping and the Improvement Kata can be for (nally) achieving strategy deployment. Mike Rother
Gerd
Aulinger
Copyright
2013,
Verbesserungskata.de
Strategy
Deployment
v3.3
6
FIFO
Gearbox
Assembly
Strategy
Deployment
v3.3
7
- William- Vice President - Nancy - Responsible for the "Gearbox" value stream
- Steve - Responsible for the value stream loop - Roger - "Gear Machining Responsible for the process "Gear Broaching
Background
Senior
managers,
including
Nancys
coach/boss
William,
have
decided
the
company
needs
to
increase
product
variety
and
reduce
the
>me
to
meet
customer
needs.
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
- Roger -
Applies
the
Improvement
Kata
to
establish
and
work
toward
the
next
target
condiYon.
Learner
conducts
experiments
with
PDCA
and
develops
soluYons
to
obstacles,
in
daily
dialog
with
the
coach.
The
learner
is
responsible
for
the
doing.
- William-
- Nancy -
Ensures
the
learner
is
working
toward
their
target
condiYon
scienYcally
according
to
the
Improvement
Kata
paFern.
Conducts
coaching
cycles
daily
using
the
5
Coaching
Kata
QuesYons.
The
coachs
job
is
to
develop
the
learner
by
guiding
the
learner
on
Improvement
Kata
procedure,
not
to
improve
the
process.
The
coach
is
responsible
for
the
Learners
results.
Responsible for the LEARNER value stream loop to Steve "Gear Machining Responsible for "Gear Broach" Operator the process "Gear Broaching
- Roger -
Periodically observes coaching cycles between a coach and learner, to help the coach develop their coaching skills.
10
Phase Two
Execution. Once target conditions are developed, the coaching cycles and upward communication of current condition and lessons learned begin.
11
7- Process-Level Coaching Cycles Begin! Daily + more frequently as needed 7.1- Coach uses the Five Coaching Kata Ques>ons 7.2- Periodic ObservaYon of Coaching Cycles by the 2nd Coach 8- Value Stream Coaching Cycle Daily 8.1- Also using the Five Coaching Kata Ques>ons
12
13
Phase
One
14
In Phase 1, coaching topics and goals are derived mathematically and in detail "top down" from the future-state value stream map
1-
Current
State
Value
Stream
Map
2-
Future
State
Value
Stream
Map
in
the
direcYon
of
the
organizaYon's
strategic
objecYve
3-
Split
the
FS
Value
Stream
into
Loops
incl.
each
loop's
inventory
&
lead
Yme
goals
(now
move
to
an
individual
process
inside
a
VS
loop)
4-
Develop
the
Next
Target
Condi>on
mathemaYcally
from
the
value-stream
loop
goals
and
Dene
Specic
Improvement
Themes
5-
Dene
Roles
by
Theme
(Learner,
Coach,
2nd
Coach)
6-
Establish
the
Schedule
for
Coaching
Cycles
7- Process-Level Coaching Cycles Begin! Daily + more frequently as needed 7.1- Coach uses the Five Coaching Kata Ques>ons 7.2- Periodic ObservaYon of Coaching Cycles by the 2nd Coach 8- Value Stream Coaching Cycle Daily 8.1- Also using the Five Coaching Kata Ques>ons
15
First the Value-Stream-level Coach and his or her Learners agree on the value stream goals
Stop!
Gear
Machining
Subassembly
Assembly
Shipping
FIFO
Nancys Gearbox Gearbox Future-State Future-State Value Stream Map Value Stream Map
Goal Deployment
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
- Roger -
16
Nancy and Steve agree on a value stream goal of 15 Days Lead Time and a gear-machining loop goal of 3 Days of Gear Inventory
Stop!
Gear
Machining
Subassembly
Assembly
Shipping
FIFO
Steve, a strategic objecYve is to increase our product variety and bring the gearbox value stream's lead Yme down to 15 days. To achieve that we need your inventory of machined gears to go from 30 days to 3 days. Can you propose to me how the processes in your Gear Machining loop would have to funcYon to achieve that?
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
- Roger -
17
Nancy and Steve agree on a value stream goal of 15 Days Lead Time and a gear-machining loop goal of 3 Days of Gear Inventory
Stop!
Gear
Machining
Subassembly
Assembly
Shipping
FIFO
Steve, a strategic objecYve is to increase our product variety and bring the gearbox value stream's lead Yme down to 15 days. To achieve that we need your inventory of machined gears to go from 30 days to 3 days. Can you propose to me how the processes in your Gear Machining loop would have to funcYon to achieve that?
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
To
do
that
I
need
to
analyze
the
current
condiYon
of
the
Gear
Broaching
process*,
so
we
can
then
dene
a
process
target
condiYon
to
agree
on
and
strive
for.
*For
illustraYon
purposes
we're
focusing
on
only
one
process
in
the
Gear
Machining
loop.
The
Improvement
Kata
can
be
applied
to
any
process.
- Roger -
18
For illustraYon purposes we're focusing on only one process in the Gear Machining loop. The Improvement Kata can be applied to all proceses in a value stream.
Develop the Next Target Condi>on and Dene Specic Improvement Themes
19
After analyzing the process's current condition, Learner Steve, guided by Coach Nancy, develops a next target condition mathematically step-by-step
Nancy,
to
be
able
to
operate
with
3
days
of
nished
gear
inventory
and
have
a
50%
safety
factor
we'll
need
to
broach
every
high-volume
gear
plus
some
specials
every
2
days.
The
broaching
process's
EPEI
and
lot
size
need
to
=
2
days.
4
30
Days
3
Days
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
- Roger -
20
After analyzing the process's current condition, Learner Steve, guided by Coach Nancy, develops a next target condition mathematically step-by-step
To
begin,
we
need
to
know
how
many
product
types
we
plan
to
have,
and
which
are
high-volume
models
and
which
are
specials.
30 Types
40 Types
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
- Roger -
21
After analyzing the process's current condition, Learner Steve, guided by Coach Nancy, develops a next target condition mathematically step-by-step
Our
15
ships
per
week
and
the
hours
per
ship
aren't
changing.
15 Shijs/wk
15 Shijs/wk
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
- Roger -
22
After analyzing the process's current condition, Learner Steve, guided by Coach Nancy, develops a next target condition mathematically step-by-step
So
in
the
same
amount
of
Yme
we
need
to
broach
the
higher
volume
and
higher
variety.
102,000 pcs/mo
121,200 pcs/mo
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
- Roger -
23
After analyzing the process's current condition, Learner Steve, guided by Coach Nancy, develops a next target condition mathematically step-by-step
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
1,700 pcs/shij
2,020 pcs/shij
- Steve -
- Roger -
24
Developing the target condition, three themes pop up: cycle time 10 seconds, unplanned downtime 15% & changeover time 14 minutes
The
mathemaYcally
derived
target
condiYon
for
Gear
Broaching
shows
that
to
get
to
a
3-day
nished
gear
inventory
we
need
to
work
on
three
aspects
of
the
Gear
Broaching
process:
-
Planned
cycle
Yme
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
10 Sec
- Roger -
25
Developing the target condition, three themes pop up: cycle time 10 seconds, unplanned downtime 15% & changeover time 14 minutes
The
mathemaYcally
derived
target
condiYon
for
Gear
Broaching
shows
that
to
get
to
a
3-day
nished
gear
inventory
we
need
to
work
on
three
aspects
of
the
Gear
Broaching
process:
-
Planned
cycle
Yme
-
Unplanned
downYme
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
10 Sec 15%
- Roger -
26
Developing the target condition, three themes pop up: cycle time 10 seconds, unplanned downtime 15% & changeover time 14 minutes
The
mathemaYcally
derived
target
condiYon
for
Gear
Broaching
shows
that
to
get
to
a
3-day
nished
gear
inventory
we
need
to
work
on
three
aspects
of
the
Gear
Broaching
process:
-
Planned
cycle
Yme
-
Unplanned
downYme
-
Changeover
Yme
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
10 Sec 15%
- Roger -
Changeover >me
14 Min
27
These 3 themes, or process improvements, are the equivalent of future-state kaizen bursts on pages 77-80 in Learning to See
10 Sec 15%
28
Steve decides to begin by having his Learner Roger work on the changeover time, and the Improvement Kata pattern repeats
Roger,
a
strategic
objecYve
is
to
increase
our
product
variety,
bring
our
value
stream's
lead
Yme
down
to
15
days
and
our
inventory
of
machined
gears
down
to
3
days.
In
order
to
achieve
this,
I
need
you
to
help
us
by
reducing
Broach
changeover
Yme
to
14
min.
Can
you
propose
to
me
how
the
changeover
processes
would
have
to
funcYon
to
achieve
that?
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
10 Sec 15%
- Roger -
14 Min
Steve
29
Steve decides to begin by having his Learner Roger work on the changeover time, and the Improvement Kata pattern repeats
Roger,
a
strategic
objecYve
is
to
increase
our
product
variety,
bring
our
value
stream's
lead
Yme
down
to
15
days
and
our
inventory
of
machined
gears
down
to
3
days.
In
order
to
achieve
this,
I
need
you
to
help
us
by
reducing
Broach
changeover
Yme
to
14
min.
Can
you
propose
to
me
how
the
changeover
processes
would
have
to
funcYon
to
achieve
that?
To
do
that
rst
I
need
to
analyze
the
current
condiYon
of
the
changeover
process.
Ill
make
a
detailed
process-step
analysis
and
aperwards
dene
a
14-minute
process
t arget
condiYon
to
agree
Planned
Cycle
Time
P c/t
10
Sec
on
and
strive
for.
Unplanned
down>me
(%)
15%
Target
>me
for
changeover
14
Min
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
- Roger -
Steve
30
Steve decides to begin by having his Learner Roger work on the changeover time, and the Improvement Kata pattern repeats
As soon as Steve and I have agreed on a process target condiYon that describes the steps of the desired 14-minute changeover process, Steve will be coaching me daily in pursuing this goal.
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
10 Sec 15%
- Roger -
14 Min
Steve
31
Steve decides to begin by having his Learner Roger work on the changeover time, and the Improvement Kata pattern repeats
As soon as Steve and I have agreed on a process target condiYon that describes the steps of the desired 14-minute changeover process, Steve will be coaching me daily in pursuing this goal.
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
10 Sec 15%
- Roger -
14 Min
Steve
32
Hi Roger, can you show me what you learned from your process-step analysis?
Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching
- Steve -
- Roger -
33
Hi Roger, can you show me what you learned from your process-step analysis?
Roger
Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching
- Steve -
- Roger -
34
To achieve a 14 minute changeover Ive described a proposed target condiYon of desired steps and Ymes.
Roger
Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching
- Steve -
- Roger -
35
36
I
record
the
improvement
themes,
measureable
goals,
achieve-by
dates
and
responsibiliYes
in
a
Theme/Roles
matrix
This
is
so
we
all
know
what
we're
working
on
and
why.
Pc/t Broaching Downtime Broach Changeover 10 Sec. 15%
Steve
May 10th
T.B.D. T.B.D.
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
- Roger -
37
I record the improvement themes, measureable goals, achieve-by dates and responsibiliYes in a Theme/Roles matrix This is so we all know what we're working on and why.
With
this
overview
we
can
coordinate
the
improvement
acYviYes
along
my
enYre
Gearbox
value
stream,
corresponding
to
the
goal
of
15-day
lead
Yme.
Steve May 10th
10 Sec. 15%
T.B.D. T.B.D.
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
- Roger -
38
39
Steve has a weekly schedule of defined coaching-cycle appointments. Scheduled coaching cycles are done between 9:00 and 11:00 AM. Additional coaching cycles may be done as needed after that. No other meetings are scheduled between 9:00 and 11:00 AM
These
are
all
of
Steve's
scheduled
coaching
cycles
Steve
May 10 June10
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
- Roger -
= Coaching cycle happened on Yme / X = Coaching cycle didn't happen Strategy Deployment v3.3 40
Roger
and
I
will
meet
daily
from
9:40
to
10:00
for
a
coaching
cycle,
plus
addiYonally
as
needed.
The
coaching-cycle
schedule
helps
me
maintain
an
overview
of
my
coaching.
Steve
May 10 June10
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
- Roger -
= Coaching cycle happened on Yme / X = Coaching cycle didn't happen Strategy Deployment v3.3 41
Roger and I will meet daily from 9:40 to 10:00 for a coaching cycle, plus addiYonally as I know at what Yme Steve is coming needed. The coaching-cycle to the Broaching process every day schedule helps me maintain an and that he'll ask the 5 quesYons, so I overview of my coaching. have the latest facts & data ready. Our coaching cycles are very eecYve. May 10 Steve I receive support and feel valued.
June10
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
- Roger -
= Coaching cycle happened on Yme / X = Coaching cycle didn't happen Strategy Deployment v3.3 42
Phase
Two
43
1-
Current
State
Value
Stream
Map
2-
Future
State
Value
Stream
Map
in
the
direcYon
of
the
organizaYon's
strategic
objecYve
3-
Split
the
FS
Value
Stream
into
Loops
incl.
each
loop's
inventory
&
lead
Yme
goals
(now
move
to
an
individual
process
inside
a
VS
loop)
4-
Develop
the
Next
Target
Condi>on
mathemaYcally
from
the
value-stream
loop
goals
and
Dene
Specic
Improvement
Themes
5-
Dene
Roles
by
Theme
(Learner,
Coach,
2nd
Coach)
6-
Establish
the
Schedule
for
Coaching
Cycles
7- Process-Level Coaching Cycles Begin! Daily + more frequently as needed 7.1- Coach uses the Five Coaching Kata Ques>ons 7.2- Periodic ObservaYon of Coaching Cycles by the 2nd Coach 8- Value Stream Coaching Cycle Daily 8.1- Also using the Five Coaching Kata Ques>ons
44
1-
Current
State
Value
Stream
Map
2-
Future
State
Value
Stream
Map
in
the
direcYon
of
the
organizaYon's
strategic
objecYve
3-
Split
the
FS
Value
Stream
into
Loops
incl.
each
loop's
inventory
&
lead
Yme
goals
(now
move
to
an
individual
process
inside
a
VS
loop)
4-
Develop
the
Next
Target
Condi>on
mathemaYcally
from
the
value-stream
loop
goals
and
Dene
Specic
Improvement
Themes
5-
Dene
Roles
by
Theme
(Learner,
Coach,
2nd
Coach)
6-
Establish
the
Schedule
for
Coaching
Cycles
7- Process-Level Coaching Cycles Begin! Daily + more frequently as needed 7.1- Coach uses the Five Coaching Kata Ques>ons 7.2- Periodic ObservaYon of Coaching Cycles by the 2nd Coach 8- Value Stream Coaching Cycle Daily 8.1- Also using the Five Coaching Kata Ques>ons
45
Coaching cycles are built around the Five Coaching Kata Questions. This pattern of questions is utilized up-and-down the organization. Here's an example of a Coach's Five-Question card:
3) What Obstacles do you think are preventing you from reaching the target condition? Which *one* are you addressing now? 4) What is your Next Step? (next PDCA / experiment) What do you expect? 5) When can we go and see what we Have Learned from taking that step?
*Youll often work on the same obstacle for several PDCA cycles
------------------------------>
Return
46
Steve and Roger do at least one coaching cycle every day on the Broaching Process's current improvement theme: Changeover time
Next Target Condition
*The learner uses a form called the PDCA Cycles Record, which is not discussed in this SlideShare.
Learner
-
Roger
-
Current Condition
- Steve -
Coach
47
Steve and Roger do at least one coaching cycle every day on the Broaching Process's current improvement theme: Changeover time
What
is
the
target
condiYon
for
the
changeover
process?
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
- Roger -
Coach (Steve)
Learner (Roger)
Learner's Storyboard
48
Steve and Roger do at least one coaching cycle every day on the Broaching Process's current improvement theme: Changeover time
What
is
the
target
condiYon
for
the
changeover
process?
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
- Roger -
Coach (Steve)
Learner (Roger)
Learner's Storyboard
49
Steve and Roger do at least one coaching cycle every day on the Broaching Process's current improvement theme: Changeover time
What
is
the
target
condiYon
for
the
changeover
process?
What
is
the
actual
condiYon
now?
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
- Roger -
Coach (Steve)
Learner (Roger)
Learner's Storyboard
50
Changeoverx
2 20 28 35 45 48 57 72 20 8 7 10 3 9 15
Roger 0 3 7 14 14 14 14 0 3 4 7 0 0 0
1 2 3 4 5 6 7
Preparation (internal) Lockout Removing the tool Install new tool Run a test part Quality approval Cleanup (internal)
72
14
Responsible
for
the
value
stream
loop
"Gear
Machining
Responsible
for
the
process
"Gear
Broaching
- Steve -
- Roger -
51
Changeoverx
2 20 28 35 45 48 57 72 20 8 7 10 3 9 15
Roger 0 3 7 14 14 14 14 0 3 4 7 0 0 0
1 2 3 4 5 6 7
Preparation (internal) Lockout Removing the tool Install new tool Run a test part Quality approval Cleanup (internal)
What was your last step and what did you learn?
72
14
Responsible
for
the
value
stream
loop
"Gear
Machining
Responsible
for
the
process
"Gear
Broaching
- Steve -
- Roger -
52
Changeoverx
2 20 28 35 45 48 57 72 20 8 7 10 3 9 15
Roger 0 3 7 14 14 14 14 0 3 4 7 0 0 0
1 2 3 4 5 6 7
Preparation (internal) Lockout Removing the tool Install new tool Run a test part Quality approval Cleanup (internal)
I observed the changeover process and measured the Yme each step took.
72
14
Responsible
for
the
value
stream
loop
"Gear
Machining
Responsible
for
the
process
"Gear
Broaching
- Steve -
- Roger -
53
Changeoverx
2 20 28 35 45 48 57 72 20 8 7 10 3 9 15
Roger 0 3 7 14 14 14 14 0 3 4 7 0 0 0
1 2 3 4 5 6 7
Preparation (internal) Lockout Removing the tool Install new tool Run a test part Quality approval Cleanup (internal)
What obstacles do you think are prevenYng you from reaching the target condiYon?
72
14
Responsible
for
the
value
stream
loop
"Gear
Machining
Responsible
for
the
process
"Gear
Broaching
- Steve -
- Roger -
54
Changeoverx
2 20 28 35 45 48 57 72 20 8 7 10 3 9 15
Roger 0 3 7 14 14 14 14 0 3 4 7 0 0 0
1 2 3 4 5 6 7
Preparation (internal) Lockout Removing the tool Install new tool Run a test part Quality approval Cleanup (internal)
Lockout, removing the tool and installing the new tool all take too long.
72
14
Responsible
for
the
value
stream
loop
"Gear
Machining
Responsible
for
the
process
"Gear
Broaching
- Steve -
- Roger -
55
Changeoverx
2 20 28 35 45 48 57 72 20 8 7 10 3 9 15
Roger 0 3 7 14 14 14 14 0 3 4 7 0 0 0
1 2 3 4 5 6 7
Preparation (internal) Lockout Removing the tool Install new tool Run a test part Quality approval Cleanup (internal)
72
14
Responsible
for
the
value
stream
loop
"Gear
Machining
Responsible
for
the
process
"Gear
Broaching
- Steve -
- Roger -
56
Changeoverx
2 20 28 35 45 48 57 72 20 8 7 10 3 9 15
Roger 0 3 7 14 14 14 14 0 3 4 7 0 0 0
1 2 3 4 5 6 7
Preparation (internal) Lockout Removing the tool Install new tool Run a test part Quality approval Cleanup (internal)
72
14
Responsible
for
the
value
stream
loop
"Gear
Machining
Responsible
for
the
process
"Gear
Broaching
- Steve -
- Roger -
57
Changeoverx
2 20 28 35 45 48 57 72 20 8 7 10 3 9 15
Roger 0 3 7 14 14 14 14 0 3 4 7 0 0 0
1 2 3 4 5 6 7
Preparation (internal) Lockout Removing the tool Install new tool Run a test part Quality approval Cleanup (internal)
72
14
Responsible
for
the
value
stream
loop
"Gear
Machining
Responsible
for
the
process
"Gear
Broaching
- Steve -
- Roger -
58
Changeoverx
2 20 28 35 45 48 57 72 20 8 7 10 3 9 15
Roger 0 3 7 14 14 14 14 0 3 4 7 0 0 0
1 2 3 4 5 6 7
Preparation (internal) Lockout Removing the tool Install new tool Run a test part Quality approval Cleanup (internal)
I'd like to standardize the fasteners. I expect this to reduce the Yme for this step from 10 minutes to 7 minutes.
72
14
Responsible
for
the
value
stream
loop
"Gear
Machining
Responsible
for
the
process
"Gear
Broaching
- Steve -
- Roger -
59
Changeoverx
2 20 28 35 45 48 57 72 20 8 7 10 3 9 15
Roger 0 3 7 14 14 14 14 0 3 4 7 0 0 0
1 2 3 4 5 6 7
Preparation (internal) Lockout Removing the tool Install new tool Run a test part Quality approval Cleanup (internal)
When can we go and see what you've learned from taking that step?
72
14
Responsible
for
the
value
stream
loop
"Gear
Machining
Responsible
for
the
process
"Gear
Broaching
- Steve -
- Roger -
60
61
In addition to acting as 2nd Coach, Nancy meets with Steve daily for a value stream coaching cycle, which also follows the pattern of the Five Coaching Kata Questions.
Aper
I
coach
my
team
members
from
9:00
to
10:40,
I
meet
with
Nancy
daily
from
10:40
to
11:00.
Through
her
coaching
I
inform
Nancy
about
the
current
condiYon
and
improvement
acYviYes
in
Gear
Machining.
Nancy
updates
her
value
stream
maps
based
on
what
she
learns
in
these
coaching
cycles.
Responsible
for
the
"Gearbox"
value
stream
Responsible
for
the
value
stream
loop
"Gear
Machining
Responsible
for
the
process
"Gear
Broaching
"Gear
Broach"
Operator
- Nancy -
- Steve -
- Roger -
62
Nancy meets with Steve daily for a value stream coaching cycle
What
is
the
target
condiYon
for
Gear
Machining?
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
- Roger -
63
Nancy meets with Steve daily for a value stream coaching cycle
Our
goal
is
to
meet
demand
while
holding
3
days
of
inventory.
We
calculate
this
will
require
an
EPEI
of
2
days.
What
is
the
target
condiYon
for
Gear
Machining?
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
- Roger -
64
Nancy meets with Steve daily for a value stream coaching cycle
Our
goal
is
to
meet
demand
while
holding
3
days
of
inventory.
We
calculate
this
will
require
an
EPEI
of
2
days.
What
is
the
target
condiYon
for
Gear
Machining?
What
is
the
actual
condiYon
now?
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
- Roger -
65
Nancy meets with Steve daily for a value stream coaching cycle
Our
goal
is
to
meet
demand
while
holding
3
days
of
inventory.
We
calculate
this
will
require
an
EPEI
of
2
days.
We
currently
have
an
inventory
of
30
days
and
an
EPEI
of
20
days.
What
is
the
target
condiYon
for
Gear
Machining?
What
is
the
actual
condiYon
now?
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
- Roger -
66
Nancy meets with Steve daily for a value stream coaching cycle
Our
goal
is
to
meet
demand
while
holding
3
days
of
inventory.
We
calculate
this
will
require
an
EPEI
of
2
days.
We
currently
have
an
inventory
of
30
days
and
an
EPEI
of
20
days.
What
is
the
target
condiYon
for
Gear
Machining?
What
is
the
actual
condiYon
now?
What
obstacles
do
you
think
are
prevenYng
you
from
reaching
the
target
condiYon?
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
- Roger -
67
Nancy meets with Steve daily for a value stream coaching cycle
Our
goal
is
to
meet
demand
while
holding
3
days
of
inventory.
We
calculate
this
will
require
an
EPEI
of
2
days.
We
currently
have
an
inventory
of
30
days
and
an
EPEI
of
20
days.
What
is
the
target
condiYon
for
Gear
Machining?
What
is
the
actual
condiYon
now?
What
obstacles
do
you
think
are
prevenYng
you
from
reaching
the
target
condiYon?
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
The changeover Yme of 72 minutes, the unplanned downYme of 20% and the cycle Yme of 12 seconds.
- Roger -
68
Nancy meets with Steve daily for a value stream coaching cycle
Our
goal
is
to
meet
demand
while
holding
3
days
of
inventory.
We
calculate
this
will
require
an
EPEI
of
2
days.
We
currently
have
an
inventory
of
30
days
and
an
EPEI
of
20
days.
What
is
the
target
condiYon
for
Gear
Machining?
What
is
the
actual
condiYon
now?
What
obstacles
do
you
think
are
prevenYng
you
from
reaching
the
target
condiYon?
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
The changeover Yme of 72 minutes, the unplanned downYme of 20% and the cycle Yme of 12 seconds.
- Roger -
69
Summary
70
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
- Roger -
71
An obstacle to a strategic iniYaYve of the company is the gear box lines long lead Yme. Achieving a gear box lead Yme of 15 days becomes Nancys target condi>on. One obstacle prevenYng Nancy from achieving her target condiYon is the 30 days of inventory in machining. The obstacles prevenYng gear machining from achieving the target condiYon are: - 72 minute changeovers. - 15% Unplanned downYme. - 12 second cycle Ymes. In gear broaching.
Steves target condi>on is to meet demand while holding only 3 days of inventory. To do this, he will need to cycle through his part count every 2 days.
Fractal
means
that
at
each
level
down
the
Improvement
Kata
procedure
and
thinking
paUern
are
the
same,
only
the
content
gets
smaller
in
scope
Copyright
2013,
Verbesserungskata.de
With Steves coaching, Roger will end up addressing each of these issues in turn. But his rst target condi>on involves the obstacle of 72 minute changeovers. The obstacle Roger is addressing now is the tool installaYon. Therefore, his rst experiment is going to be to standardize the fasteners and test his assumpYon.
The obstacles to a 14 minute changeover are : - Lockout - Removing the tool - And installing the tool all taking too long. Roger believes that the non-standard fasteners are in the way of gevng this step from 10 minutes to 7.
72
An obstacle to a strategic iniYaYve of the company is the gear box lines long lead Yme. Reducing the gear box lines lead Yme One obstacle prevenYng Nancy from capability b y c oaching his applica>on from 30 days to 15 days becomes achieving her target condiYon is the Nancys target c ondiYon. 30 d ays o f inventory of the Improvement Kata paUern as in machining.
The obstacles prevenYng gear machining from achieving the target demand while holding only 3 days of Steve i s c oaching R oger, b ut N ancy is are: condiYon inventory. To do this, he will need to cycle responsible for e tvery he 2 r esults in her - 72 minute changeovers. through his part count days. - 15% Unplanned downYme. Value Stream. - 12 second cycle Ymes. In gear broaching.
With Steves c Roger will eR nd Steve ioaching, s developing ogers The obstacles are up addressing each of these issues in - Lockout capability by coaching him through turn. But his rst target condi>on is to - Removing the tool the I mprovement K ata p aUern. address the obstacle of 72 minute - And installing the tool changeovers. all taking too long.
And the Coaching Kata paUern also repeats across the levels
Roger
is
achieving
the
results,
but
The
obstacle
Roger
is
addressing
now
believes
that
the
Steve
is
responsible
to
Nancy
fRoger
or
is
the
tool
installaYon.
non-standard
fasteners
are
delivering
them.
in
the
way
of
gevng
this
step
from
10
minutes
to
7.
Therefore, his rst experiment is going to be to standardize the fasteners and test his assumpYon.
73
Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching
- Steve -
- Roger -
74
Responsible for the "Gearbox" value stream Responsible for the value stream loop "Gear Machining Responsible for the process "Gear Broaching "Gear Broach" Operator
- Nancy -
- Steve -
- Roger -
The
paUern
of
the
Improvement
Kata
and
Coaching
Cycles
is
the
management
process
Strategy
Deployment
v3.3
75
76
The Steps
1-
Current
State
Value
Stream
Map
2-
Future
State
Value
Stream
Map
in
the
direcYon
of
the
organizaYon's
strategic
objecYve
3-
Split
the
FS
Value
Stream
into
Loops
incl.
each
loop's
inventory
&
lead
Yme
goals
(now
move
to
an
individual
process
inside
a
VS
loop)
4-
Develop
the
Next
Target
Condi>on
mathemaYcally
from
the
value-stream
loop
goals
and
Dene
Specic
Improvement
Themes
5-
Dene
Roles
by
Theme
(Learner,
Coach,
2nd
Coach)
6-
Establish
the
Schedule
for
Coaching
Cycles
7- Process-Level Coaching Cycles Begin! Daily + more frequently as needed 7.1- Coach uses the Five Coaching Kata Ques>ons 7.2- Periodic ObservaYon of Coaching Cycles by the 2nd Coach 8- Value Stream Coaching Cycle Daily 8.1- Also using the Five Coaching Kata Ques>ons
77
Value-Stream Level
Map the Value Stream Design Future State Value Stream Define Loops & Loop Goals
78
For more how-to detail refer to Learning to See and the free online Improvement Kata Handbook
79
Welcome to www.verbesserungskata.de
80