Lean Transformation Summit
Getting Started

 

Great lean leaps are made during tough economic times. Taiichi Ohno pushed the Toyota Production System through the entire Toyota Motor Company in 1950 during the great crisis that left Toyota on the brink of bankruptcy. Now, more than ever, is the time for you to advance your lean transformation.

Not only to free cash by eliminating excess inventory, to protect profit margins by improving quality and productivity, to strengthen ties with customers by improving service, or to convert orders-to-cash faster by reducing lead times …

But also to acquire enduring competitive advantage. Now is the time to advance the transformation across the enterprise -- by developing employees as problem solvers, by changing the management culture from command and control to fact-based and flexible, by extending the transformation from the shop floor to finance, engineering, and other support areas, by implementing lean principles at key suppliers and at their key suppliers, and by transitioning from a tools-based implementation path to a course that applies lean management as a complete business system, changing how the organization thinks and conducts business on a daily basis.

Smart companies are taking these steps now. You can hear in-depth what they are doing at the Lean Enterprise Institute’s Lean Transformation Summit 2009.

In plenary sessions, you’ll hear executives describe the essential business cases for launching lean transformations, whether it is to improve profits, free cash, improve productivity, or reduce lead times. They’ll explain why they view lean as a growth strategy and how it is transforming the entire business.

In subsequent breakout sessions, change agents from each company will follow up on the plenary discussions by providing detailed descriptions of how and why particular methodologies are used, what challenges they have to overcome, and what results have been achieved.  In concurrent Learning Sessions, you’ll discover new applications and methodologies in small interactive sessions where you can learn, discuss, and reflect. 

LEI will also be offering Pre-Summit Workshops for those attendees who wish to make the most of their experience. For more information click here.



Summit Program

Keynote Speaker


John Shook - Senior Advisor, Lean Enterprise Institute

The Role of Lean Management in Tough Economic Times

Companies struggle with this management dilemma: control vs. flexibility and direction vs. adaptability. How managers handle this balancing act is especially important during these parlous economic times. Control and direction are needed to align company’s actions with strategy but not at the expense of flexibility and adaptability, which are needed to respond creatively to changing economic currents and customer requirements.

Lean managers maintain equilibrium among these competing influences because the essence of a lean manager’s job boils down to doing two things very well:

  1. Get each person to take initiative to solve problems and improve his or her job.
  2. Ensure that each person’s job is aligned to provide value for the customer and prosperity for the company.

These two fundamental responsibilities provide extraordinary focus and direction, -- control -- while at the same time providing maximum flexibility.  In this keynote, John Shook will draw on his 11 years at Toyota, including five years at the company’s Toyota City headquarters, to explain the three keys to lean management and leadership:

  • Spend time on the front lines
  • Ask why
  • Respect your people

He’ll also explore how the “A3 management process” can play such a key role in a lean transformation, including

  • Standardizing a methodology for innovating, planning, problem-solving, and executing by engaging the hearts and minds of everyone in the organization
  • Building the foundation for sharing a broader and deeper form of thinking that produces organizational learning
  • Creating dialogue that permits mentoring, problem-analysis and organizational alignment
  • Removing the barriers preventing people from thinking and taking responsibility
  • Why it is more important to give people the right questions rather than the right answer

John learned about lean while working for ten years with Toyota, helping that company transfer its production, engineering, and management systems from Japan to its overseas affiliates and suppliers. This real world experience in implementing lean principles throughout an organization gives him extraordinary insights into the challenges faced by those who are interested in lean manufacturing. As co-author of Learning to See, John helped introduce Value Stream Mapping as the tool which allows lean practitioners to speak a common language. His latest book Managing to Learn has become one of the best selling LEI publications in history.

He now spends his time researching and developing lean principles with Jim Womack, Dan Jones, and Jose Ferro as a senior advisor in the Lean Enterprise Institute; co-directing the University of Michigan, Japan Technology Management Program. As head of Lean Transformations Group, an active consulting group, John works with companies to help them understand and implement lean manufacturing. John is a true sensei who enthusiastically shares his knowledge and insights within the lean community, and with those who have not yet made the leap.


Plenary Sessions

Plenary & Breakout Sessions
Pioneering leaders from a cross-section of industries will make the business cases for their companies' lean transformations by beginning where transformations should begin - by examining the biggest point of need for business improvement. In this year's summit you will hear and learn from executives from GroupHealth, Gorton's Seafood, Cessna, and DST Output. In the Breakout Sessions you have the opportunity to dig deeper into the topics discussed by the Plenary speakers. These sessions are designed to deliver more detail and engage in discussions with the people at the gemba, about what has been done, what's left to do, and what mistakes were made along the way.

  • DST Output
  • Group Health
  • Gorton's Seafood
  • Cessna

Steve HodlinSteve Hodlin
vice president of business excellence

DST Output

Some of the world’s largest companies rely on DST Output to print bills and statements, then insert them into envelopes for mailing.  But when an important new improvement program stalled, DSTO energized it by inserting lean thinking into the effort.

Faced with poor quality and delivery performance and the threat of customer defections, DSTO launched a six sigma training effort five years ago to fix  processes and implement a strategic goal of making every customer a reference.  But the effort got off to a slow start as everyone at the director level and above received three-days of training as champions, then waited for a supporting cadre of black belts and green belts to be trained to attack problems.  Improvement projects dragged as green belts, who also performed their regular work duties, had limited times to devote to projects.  When Hodlin introduced lean thinking, an initial kaizen event at the  Kansas City plant (one of three processing centers in the U.S.) made immediate improvements that re-energized the workforce and the improvement effort.  Members of the California plant participated and immediately embarked on lean improvements in material flow that were further deployed to the Hartford and Kansas City plants.

Learn how the merged lean and six sigma effort spread company-wide under the banner of “lead with lean, follow with six sigma,” generating rapid progress and new energy for the improvement effort among the company’s  3,000 associates, technicians, engineers, and managers.  You’ll also learn how the effort spread from manufacturing to engineering, and, most recently, to software development.

You’ll hear how the company is institutionalizing a continuous improvement culture based on the plan-do-check-act cycle by developing the belief that everyone’s job from the top floor to the shop floor has a “dual function” consisting of a daily job and an improvement job.  And you’ll learn how DST Output, the largest third-party first-class mailer in the U.S., uses the Malcolm Baldrige National Quality Award for biennial self assessment and for prioritizing strategic and improvement goals.

James HerefordJames Hereford
executive vice president,
Strategic Services and Quality
Group Health Cooperative

Imagine if you could:

  • Have predictability to your day and your work?
  • Send 50% less time in meetings?
  • Receive 50% fewer emails?
  • Fight 50% fewer fires?
  • Have better success sustaining the gains of your lean efforts.

Learn how Group Health leadership is successfully pursuing these goals by developing and expanding a system of standard work for managers that creates a stable platform for continuous improvement throughout the company.

Variations in management, as in any process, make the root causes of problems difficult to identify.  The result: you spend inordinate amounts of time every day just determining if work is in or out of control.  Even worse: improvement gains become difficult to sustain, a common occurrence across the Lean Community.

To solve these problems, Group Health, a consumer-governed, nonprofit healthcare system based in Seattle, tested “a model line” for managing differently.  By applying the plan-do-check-act cycle, one division would try to develop a linked system of standard work interconnected through the various levels of management.  Now, the two year-old successful experiment is being deployed companywide, and now you can hear the how-to details.

You’ll learn: how and why Group Health launched the experiment; how it applied many cycles of PDCA; how a unified visual management system quickly signals if there is a problem; how a framework for daily management and measuring is deployed during rapid improvement events to sustain and improve new processes; how standard work connects front-line managers, directors, and senior managers; and how standard work enhances how managers at all levels work -- including giving them more time to spend on improvement activities.

The breakout session will give you details about the management standard work framework and how to develop and deploy your own.  You’ll learn: how kaizen boards create daily connections among management levels; how a functional area, such as a department or business unit, begins implementing standard work; how linked deployment occurs across management levels; how to develop standard measures and checks for managers; how to apply the PDCA process to improve standard work.

Jeff WhiteacreJeff Whiteacre
value stream manager

Gorton’s Seafood


For 10 years Gorton’s Seafood has been using a lean transformation to make waves in the highly competitive frozen convenience food business.  Lean principals, applied tirelessly for a decade in the plant, supply chain, and with equipment makers helped the company remain competitive on price while bringing innovative products to market faster than competitors. 

Find out how Gorton’s, founded in 1849, makes extensive use of value-stream mapping and kaizen events as part of a growth strategy that involves people in a continuing cycle of identifying waste then relentlessly removing it to create the next future state, and the next, and the next, etc. Whiteacre, who has led the lean effort from the start, will share maps from Gorton’s continuous improvement journey.  He’ll explain how the company consolidated operations from three floors of its processing plant to one, then steadily spread the lean transformation beyond its four walls through the extended value chain.  You’ll also hear about Gorton’s decision to forego using outside consultants or building a big internal improvement department, in favor of developing a “home grown” lean conversion based on embedding lean champions at the shop and office-floor levels.

The breakout session will dig into the details of how the company has worked with suppliers since an early value-stream mapping training, how it has kept suppliers involved for a decade, and how it is spreading lean concepts to suppliers’ key suppliers.  You’ll learn what Gorton’s does to engage suppliers and how it measures and rewards them.  The session also will examine how the company uses value-stream mapping to progress from current state to future state to ideal state, with an accent on the role of right-sized equipment and cell layout.  You’ll learn how Gorton’s works with equipment suppliers to build equipment capable of performing faster changeovers and throughput, and meeting takt times. You’ll get practical examples of what steps the company took to immediately and dramatically improve flow by cutting batch sizes and inventories.

Craig EstepCraig Estep
vice president of Citation/Caravan Operations
Cessna Aircraft Company

Since beginning its lean journey in 1999, Cessna has had to make changes to the trip’s flight plan.  After beginning the transformation with spot kaizen events in assembly to remove capacity constraints, the company realized the need to create stability in key component processes.  When the corporate emphasis shifted to six sigma for a few years, the company ultimately learned how six sigma complemented the lean effort.  

Now firmly set on a lean conversion course, Cessna is building on the lessons learned. You’ll learn about lean as a growth strategy as the company grew from $1.4 billion in revenue in 2004 to $5 billion today. You’ll learn how Cessna is extending the transformation to support areas and how lean leadership is becoming more of a focus as the company evolves from a command-and-control culture to one stressing learning.  (Estep will share insights from his three-year journey from a manager who gave answers to one who now asks the right questions in order that employees can develop as problem solvers.)  He’ll also explain  how Cessna is stepping up the pace of change with “lean accelerators,” teams that implement culture change in area along with lean tools. He’ll discuss the implementation of leveling and kanban  and the shift away from MRP for daily production control. And he’ll share results, such as the elimination of nearly $600 million in inventory.

The breakout session will concentrate on the tactics Cessna is using to bring front-line supervisors, middle managers, and engineers on board with the lean cultural change and how it is extending the lean conversion to design, finance, human resources, marketing, and other support areas. You’ll also learn about Cessna’s project to develop lean leaders from within the company. The session will cover key elements of the Textron Production System, how teams are organized, and the roles of skills coaches and subject matter experts.

 

 


Learning Sessions

Learning Sessions
Personalize your Summit experience by exploring methods that might be missing from your toolkit. Each session gives enough practical information to apply to your work. These sessions will be offered three times during the of the Summit so you will have the opportunity to view three of the five.

  • Changer in a Strange Land

  • Using Human Resources to Develop Lean Managers
  • Follow the Learner: The Path to Creating a Lean Learning Lab
  • Using Value-Stream Mapping for Cultural Transformation
  • Lean-er Thinking for Harder Times

Changer in a Strange Land
Stephanie Kerr, vice president of business transformation, CCC Information Services
Guy Parsons, faculty member, Lean Enterprise Institute; president, Lean Transformations Group

What happens when a seasoned organization development professional brings traditional change management approaches to a lean transformation? What are the strengths and weaknesses of formal change management models in the context of a lean transformation? The real-world answers in this practical session will give you more than a small batch of useful take-aways on how to lead effective change at the individual and organizational levels. You’ll explore the typical stages of change, how to motivate and move individuals and groups through the stages, and how to deal with individual reactions to change. You’ll also hear some practical Dos, Don’ts and Maybes about driving change in a lean transformation.

Using Human Resources to Develop Lean Managers
Dave LaHote, president, Lean Education Value Stream, Lean Enterprise Institute

What makes a lean manager? Is it knowing 5S, value-stream mapping, and kanban?  Or is it knowing how to ask the right question instead of issuing the right answer; how to use plan-do-check-act thinking, instead of jumping to a solution; and how to get people to take initiative to improve their jobs?  Obviously, the latter skills are the ones you want because knowledge of tools, while necessary, is not sufficient to develop lean managers.  Yet most organizations fall into the trap of keeping their lean effort and Human Resources Department completely separate.  The result is that lean management development becomes focused on tools rather than focused on developing leaders who think and act differently.  In this innovative session, you’ll get a practical understanding of how to incorporate the advancement of lean behaviors into the regular HR process of developing managers.  You’ll understand: the real key to creating successful managers, how to make lean management “the way we do things” instead of just a program, and how to cultivate lean management behaviors as an integral part of your existing management development process.  Human Resource managers and executives, and senior executives focused on developing management talent will benefit most from this session.

Follow the Learner: The Path to Creating a Lean Learning Lab
Dr. Sami Bahri, D.D.S., Founder, Bahri Dental Group, Jacksonville, Florida

What turns a small dental practice in Jacksonville, Florida into a living, breathing Lean learning laboratory? Simple.  A dentist who has spent almost 20 years trying to answer the question, "How can we fully restore a patient's oral health as quickly as possible without wasting their time or money?" Dr. Sami Bahri, the world's first "lean dentist" will share how Bahri Dental has been transformed from a traditional "batch and queue" dental operation to a "one-patient flow” model.  You’ll learn: the needed changes in training and responsibilities for every staff member, the leadership practices that Dr. Bahri used during the transformation process, and the practical steps taken to engage every person in the lean learning process - creating lean thinkers and doers.  We guarantee that visits to your own doctor or dentist will never look or feel the same way again!

Using Value-Stream Mapping for Cultural Transformation
James Luckman, faculty member, Lean Enterprise Institute; member, Lean Transformations Group, LLC
Kirk Paluska, faculty member, Lean Enterprise Institute; partner, Lean Transformations Group, LLC

Organizational assumptions, policies, and conventions reside above the value streams you are trying to improve, driving waste into them every day and blocking the meaningful cultural transformation that will make a significant difference in performance.  In this pioneering session, based on years of mapping experience with a variety of companies, you’ll learn to recognize how organizational assumptions stand in the way of using value-stream mapping for true cultural transformation.  More importantly, you’ll understand how to use mapping, not only for simply reengineering processes, but for a  transformation that engages senior managers in changing how they think about the business.  Through discussion, an exercise, and real-world examples, you’ll learn: the three different levels of value-stream mapping projects (process, engagement, and transformational), how to identify unconscious assumptions inherent in the organizational culture, how to focus leaders on attacking underlying assumptions that will transform the company, and why failure to surface and attack assumptions injects noise into processes that frustrates finding root-cause solutions.

Lean-er Thinking for Harder Times
David Meier, founder and president of Lean Associates, Inc., co-author with Jeffrey Liker of The Toyota Way Fieldbook and Toyota Talent  

The economy is slowing, but now is not the time to slow your continuous improvement and people development efforts.  Now is the time to use lean-er thinking to identify the hidden opportunities for future growth and to motivate people to push ahead with continuous improvement.  In this session you’ll learn how lean leaders:

  • use problem-solving thinking to completely grasp the situation, analyze it to find hidden opportunities for growth, and create a vision for the future that includes positioning for growth, diversifying revenue streams, and increasing market share as weak competitors perish.
  • create processes that are flexible and adaptable to future market cycles.
  • quickly reduce variable costs in materials, energy, facilities maintenance, etc.
  • cultivate ideas for utilizing resources more effectively by developing talented people.
  • challenge people in new ways to find hidden opportunities for greater improvement.
  • develop people and improve process to capture future opportunities.
  • counter the normal tendency of people to shift into self-preservation mode during tough times. 
  • guide and develop people through the current challenges.

 


Networking

Lunch Roundtables
Break bread with other lean thinkers and share substantial insights into the lean-related issues that are most important to you. Each day at lunch we'll have tables set aside for Lean Thinkers who want to exchange information about particular topics, such as employee involvement, leadership, and plant visits.

Other Networking Opportunitites
The Summit is designed to be the best networking venue in the Lean Community by providing many formal and informal ways for you to connect with counterparts facing the same challenges as you.

  • Networking Breaks
  • Welcome Reception March 3rd
  • Networking Reception March 4th
 

Pre-Summit Workshops
These in-depth one and two-day workshops will help you build practical skills for addressing "people" issues as well as technical ones you will encounter during a lean transformation. For more information on Pre-Summit Workshops click here.

This year's Pre-Summit Workshops are as follows:


Group Discount:
For groups from the same company, every 5th person's summit registration is free (pre-summit workshops are not included)! Please call 617-871-2900 to receive this discount and register your group.

Registration:
Register for the Summit online by clicking the button above or call 617-871-2900 between 8:30 AM and 5:00 PM Monday through Friday.

Fees:
$2,500 USD
The registration fee includes participation in the Summit, participant materials, and food for both days. Pre-Summit Workshops are available for Summit attendees on March 2nd & 3rd. The two-day Pre-Summit Workshops are $1,200 and one-day Pre-Summit workshops are $700; breakfast and lunch are included. If an attendee takes a one day Pre-Summit Workshop on the 3rd and 4th they will receive a $100 discount on each workshop.

Confirmation, Cancellations, and Substitutions:
Once registered, you will receive a confirmation email. To receive a full refund, notice of cancellation must be received by February 4, 2009. Cancellations received after this date are not eligible for a refund. LEI will provide a credit for the full amount paid, which expires one year after the date issued. Substitutions may be made at any time before March 2, 2009.


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