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Common Lean Questions

How do I get started?
While every individual or company embarking on a lean journey will have different challenges based on their particular set of circumstances, there are several crucial steps that can help reduce resistance, spread the right learning, and engender the type of commitment necessary for lean enterprise. One of the best overall guides to getting started on your lean journey can be found in Chapter 11 of the book Lean Thinking, appropriately titled, An Action Plan. Here are the key steps as they are elaborated:

  • Find a change agent. This could be you—or anyone of the organization: the key is that this must be a leader who will take personal responsibility for the lean transformation.
  • Get the lean knowledge. It’s important to draw from a true and thorough source of lean, whether from an ex-Toyota sensei or some other reputable source, so your internal change agents master lean thinking to the point where it becomes second nature.  And always implement lean techniques as part of a system, not as isolated programs.
  • Find or create a crisis. Unfortunately, few if any firms will take the necessary steps to adopt lean thinking across the board unless they are facing a crisis.
  • Forget grand strategy for the moment. Start by simply eliminating waste everywhere possible.
  • Map the value streams, beginning with the current state of how material and information flow now, then drawing a leaner future state of how they should flow and creating an implementation plan with timetable. (For the best resource teaching you how to do this, try Learning to See).
  • Begin as soon as possible with an important and visible activity.
  • Demand immediate results.
  • As soon as you’ve got momentum, expand your scope. Link improvements in the value streams and move beyond the shop floor to office processes. Practice kaizen, or constant improvement, relentlessly!

For beginners seeking an overview of the entire lean system, as well as a sense of the types of human challenges which lean leaders encounter, The Gold Mine: A Novel of Lean Transformation represents an excellent starting point. Moreover, explore the Gold Mine Library page for a wealth of information about the book, including excerpts, author interviews, and supplementary resources.

There is also a comprehensive and extremely useful paper on this site titled Training Recommendations for Implementing Lean. Finally, LEI founder Jim Womack shares his thoughts on getting started Getting Started on the Lean Journey: First, Take A Walk!

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Is there an essential implementation sequence and if so, what is it?
Yes, there is. The five steps of lean implementation are as follows: specify value, map the value stream, make the remaining steps flow, let the customer pull, and then pursue perfection relentlessly.

When it comes down to the actual nitty-gritty of lean implementation, veterans may use these principles as mere guidelines for proceeding, as opposed to a fixed sequence. For example, as illustrated in the novel The Gold Mine, the first step that the sensei takes  is a simple walk along the factory floor, paying close attention to the facts of how people work. Moreover, some lean experts differ over when to start creating value-stream maps. And so we recommend as a key first step that you familiarize yourself with key books such as Lean Thinking and The Gold Mine, and then select the appropriate tools to guide your journey.

In addition, here is an excellent illustration that can help you select the right sequence of training.

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Does lean apply to non-manufacturing settings?
Absolutely. Every core lean principle applies just as strongly, if not more so, beyond the shop floor. In fact, many of the most exciting breakthroughs are taking place in areas such as services, health care and government.

As John Shook LEI senior advisor and co-author of Learning to See, says, "TPS is described as a manufacturing system, but the thinking of TPS or lean applies to any function. Whether you¹re dealing with 15,000 parts, 15 parts, or just providing a service, lean works. It works because it is a way of thinking, a whole systems philosophy. Techniques aside, lean thinking gives you a broad perspective on providing goods and services that goes beyond the bottom line, beyond the stodgy principles of mass-producing capitalism. It is a human system, customer focused, customer driven; wherein employees within and outside the workplace are also customers."

On the LEI site you can find a wealth of articles and resources documenting lean breakthroughs. Perhaps the best place to start is Lean Beyond Production by George Taninecz, which provides detailed examples of successful lean practice in various settings.

In addition, Steven J. Spear has been at the forefront of illustrating how lean can be applied to health care with articles such as The Health Factory and Fixing Health Care from the Inside, Today.

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What are the most common mistakes in implementing lean?
First of all, if you are taking on the challenge on lean practice, you are to be congratulated for getting started. That said, there are some of the most common pitfalls to be aware of.

To start with, lean must never be seen as a tool for headcut reduction or mindless cost-cutting. This fundamentally misses the purpose of lean, which is to create value through eliminating waste. As companies improve their processes they should be able to reallocate their productive resources to new value-creating work.

Another important attitude to avoid from the beginning is the impulse to implement individual lean tools without seeking to understand the system in which they fit. This is hard to avoid, since many tools, like 5S, deliver immediate payoffs. But ultimately all lean workers must understand the why behind the tools, or their value will be lost.

Lean beginners should also limit the scope of their initial project so as to better insure success, be sure that they have a leader with deep knowledge and a gemba attitude i.e. always base one's thinking on a close observation of the work itself, and never relax in their efforts. Indeed, one of the hardest challenges they will face is the degree to which individual lean successes will invariably uncover new problems and greater challenges. So in this regard, simply be aware of how difficult this work will be.

There are more detailed responses in the article Misunderstandings About Value-Stream Mapping, Flow Analysis and Takt Time about other common mistakes, by John Shook and Mike Rother.

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How does lean compare to other improvement processes such as Six Sigma?
While there are many specific differences among the different schools of thought, Jim Womack cautions against getting lost in the competing schools. For veterans of each practice often get lost in finely detailed arguments over technical or even philosophical differences. In an e-letter outlining the key differences, he nonetheless grounds the discussion by saying, “At the end of the day we are all trying to achieve the same thing: The perfect value stream.” His letter gives a nice overview of how to view each approach.

Quality Progress magazine published an artcle How To Compare Six Sigma, Lean and the Theory of Constraints which offers a very good overview that can help you choose the best framework for your organization.

In Lean or Sigma, authors Michael and Freddy Balle provide a thorough explanation of a key distinction between lean and six sigma, detailing the deeper “mental model” required for a complete lean enterprise.

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How does lean compare with the Theory of Constraints, or TOC?
This school of thought is an organizational change method focused on profit improvement, arguing that every organization faces a constraint, or bottleneck, limiting performance. Popularized by Eliyahu Goldratt in his book The Goal, this is one of the most well-known systems. The article What is the Theory of Constraints, and How Does it Compare to Lean Thinking? is an excellent overview and comparison of the two systems.

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How do I convince my leaders and associates to practice lean?
This paramount challenge transcends lean itself. Here’s how authors Michael and Freddy Balle respond to this question. (For more on this, read their book The Gold Mine, and view their author Q&A on the Gold Mine in the LEI Library)

“We find it hard to distinguish “technical” issues from “people” issues. Indeed, the two cannot be separated. And so the real question that matters is this: what does it take for lean to become part of the company's culture? The answer is: a critical mass of people who both think lean and act lean. Regardless of how much has been published about the topic, thinking lean is not that obvious. Most people who observe their operations conclude that while they might understand this lean concept very well, it just doesn't apply to their particular circumstance. They need help in seeing the connection."

“One of the most powerful insights from Womack and Jones is that lean is not simply a toolbox, but a total perspective. In other words, you must trust people to solve their problems, regardless of the way the problem has been defined. A plant manager, for example, typically defines a problem as, Hit your numbers, keep the factory loaded, and avoid too much union or vendor problems. This effectively forces him to stay in his office, manage by the numbers, run large batches and so on. A lean approach redefines the problem completely. His new goals would be: produce only what has been consumed (or ordered), never by-pass a problem or let an operator face a problem alone and continuously improve all processes. This has dramatic implications for the work of the same plant manager. The only way to solve problems in this lean perspective is to spend most of his or her time on the shop floor trying to understand what goes on, and challenging teams to be more precise and to improve their operations."

“So the first real difficulty with lean deals with both technical and people challenges. The change begins by framing the problem, which one recognizes in the factory from a lean perspective."

In order to get started, people need to, in essence, develop a lean eye. John Shook and Mike Rother's book, Learning to See, refers to the genchi gembutsu, which is translated as “go see for yourself.” The Gold Mine starts from this perspective. Before being exposed to lean ideas, Phil Jenkinson (a co-founder of the example company) has to learn to see his factory in much greater detail and understand how the different elements affect each other.

Developing this discipline remains an extraordinary challenge for all individuals, regardless of their background or the lean level of the plant. This is what folks call a moving target. Consider a plant that has managed to achieve pull, flow, with a supermarket after the cell, a truck preparation area, kanban, and so on. All's well. Right? Now, imagine that the material handler comes to pick up a container from the supermarket with a kanban card, but the box isn't there. The truck still needs to be prepared, so the system now tells her to get the container from the safety stock. This choice, however, would not be using the principle of pull correctly. The properly operating pull system would in fact create the right tension that forces the individual to solve the root cause-in this case, to determine what caused the container not to be there in the first place.

However, it takes a sensei level of lean observation to see beyond what appears to be happening in the flow. Most of us would be impressed by the technique of lean, the kanban, the supermarket, the truck preparation, and not see that all of this is failing to do what it's supposed to, which is solve the problems. So learning to see is a pretty big challenge, both on the technical and people front, at whatever lean level you are.

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What are the best lean resources?
On this site we offer many of the best tools for learning about and implementing lean. We would recommend starting with the LEI workbooks and training. Of course there are many other terrific resources. Over time we will expand on these selections. In the meantime, you might try asking other members in the lean community for their recommendations in our Forum pages.

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What are the best case studies and examples of lean practice?
This site has a wealth of resources, including an entire page of success stories in our extensive library of articles! Five chapters in Part II of Lean Thinking share case stories. And, there are three terrific books that can into extensive detail of successful lean enterprise: Becoming Lean:
Inside Stories of U.S. Manufacturers by Jeffrey Liker, Lean Transformation by Bruce A. Henderson, and Better Thinking, Better Results by Bob Emiliani.

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