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Transformation Summit 2015
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$338/$600/$1200 for conference attendees

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The summit has reached capacity but Pre-Summit Workshops are still open for registration

To be placed on the waiting list for this event click the button below (waiting list does NOT guarantee entry to the event). Pre-summit Workshops are still open. To register click the button below or call 617871.2900.
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Lean Transformation Pre-Summit Workshops

For those who want to make most of this opportunity, LEI is offering Pre-Summit Workshops on March 2nd and 3rd. These in-depth programs will help you move beyond individual "tools" and isolated improvement projects to build leadership capabilities and develop management skills needed to create the complete lean enterprise and a culture of problem solving. There is a 25% discount on Pre-Summit Workshops* for Summit attendees.

Breakfast is served daily at 7:00 AM and workshops begin at 8:00 AM.

 

Pre-Summit Workshops

Post-Summit Workshops

Monday Tuesday Friday
Special tour of the Saint Bernard Project headquarters - SOLD OUT Gemba Walks - SOLD OUT Volunteer Day with Saint Bernard Project
The Lean Management System Capturing the Value of Lean - SOLD OUT
Developing People with the Capability for Lean Building Effective Developmental Coaching Relationships - SOLD OUT
Problem Solving to Align Purpose, Process, and People
Value-Stream Mapping and Sustainable System Improvement
Managing High Mix/Low Volume Organizations Improving Operations in High Mix/Low Volume Organizations
From Fire Fighting to True Continuous Improvement Lean Upstream
Lean in Sales Seeing the Whole Value Stream
Strategy Deployment and Alignment Through Hoshin

Using Training Within Industry (TWI) Techniques for Rapid Problem-Solving and Innovation

Lean Product Development: Delivering New Products, Faster and Better LEGO SERIOUS PLAY
People Systems: Key Concepts




Price: $450
Summit Attendees Only

All proceeds from this tour will go to SBP.

Offered:
Monday, March 2nd
8:00 AM - 12:00 PM

Special tour of the Saint Bernard Project Headquarters - SOLD OUT

At this special tour of the Saint Bernard Project headquarters and build site you will see all of the great lean work this organization has accomplished.

The St. Bernard Project (SBP) is a national long-term disaster recovery nonprofit whose mission is to ensure that disaster-impacted citizens and communities recover in a prompt, efficient, and predictable manner. Through its Disaster Resiliency and Recovery Lab (DRRL), SBP works to share lessons learned, prevent common barriers to recovery, and help communities utilize its standardized, repeatable, and proven-effective model.

During this tour you will get to see how they visually manage all aspects of their work and project, how they make problems visible, and how they've created a culture of improvement. Doing all of this with a largely volunteer staff.

You will also get to go in the field and see the work they are doing building and repairing homes damaged by hurricane Katrina. You may also get to meet the people they are doing the work for.

All proceeds from this tour will go to SBP. If you would like to make an additional donation you may do so in person or online at: http://www.stbernardproject.org/get-involved/donate/

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Instructor

Instructor: Ernie Richardson

Price: $800
$600 Summit Attendees

Offered Twice:
Tuesday, March 3
8:00 AM - 4:00 PM

Gemba Walks- SOLD OUT

One of the core skills of lean practitioners at any level is an ability to apply - in a disciplined way - the scientific method of PDCA (plan-do-check-act) in order to solve organizational problems that affect the value-creating process. The reason we refer to the PDCA process as "scientific" is that it requires an in-depth understanding of the root causes of every problem which can only be achieved through direct observation of work processes and fact-based information that comes from people who work in these processes.

So let's stop analyzing numerous bits of data on our computer screens. Let's put on hold heated discussions about the best way to solve a problem that we've been having in a conference room for hours. Instead, let's go to the gemba and SEE what is going on there

Outline for the Program:

  • First, let's take a walk and talk about what we see. Gemba walk followed by a debrief
  • What is the purpose of a gemba walk? Why take a walk? What do we hope to accomplish?
  • What is the process of a gemba walk? How do we take a walk? What are we looking for and why?
  • What are the people issues associated with a gemba walk? What does respect for people really mean? Understanding and managing our impact.

Basic Leadership/Management behavior and principles:

  • Go See, Ask Why, Show Respect - What these things really mean and how they factor into a gemba walk
  • Looking at and understanding process rather than just looking at results
  • Management as science and discipline rather than art
  • Develop a plan for our second gemba walk. Let's take another gemba walk and talk about what we see
  • Debrief on differences between our first and second walk
  • Lean leadership behaviors and methods
  • Modern versus Lean management. Thinking about our management systems and how they drive behavior, thinking and business results
  • What is the "work" and the added value of management?
  • Processes and tools/methods to accomplish the value-added of management
  • Understanding the "right" tool at the right level in the organization
  • Summary and Q&A

Who should attend:
Managers and executives who are responsible for value-creating or support processes in their organizations. Continuous improvement professionals who work with leaders and managers helping them move from conventional to lean management. It's highly desirable that operations and CI leaders team up to attend this workshop so they can continue supporting each other in their gemba walks once they return to their organizations.

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Instructor

Instructor: Mark Hamel

Price: $800
$600 Summit Attendees

Offered: March 2nd 8:00 AM - 4:00 PM

The Lean Management System

This one-day course is an overview of the elements that comprise the Lean Management System. Additionally we will examine of how they work together to create a system of continuous improvement through collaborative problem solving.

Lean organizations depend of developing the problem solving capabilities of the entire workforce allocating specific categories of problems to each layer of the organization. While there is still a need for deep expertise in specialty departments the emphasis is on the performance of the entire value stream and the customer which it serves. Leadership in this type of organization is less focused on being the problem solver and more focused on building the problem solving muscle of the workforce. While traditional organizations delegate problem solving within 10-20% of the workforce, lean organizations endeavor to have the entire organization actively engaged in problem solving.

We will repeat these Learn-See-Do cycles until each element is covered and then examine how the pieces work together to support a problem-solving culture typical of a mature lean organization

This workshop also presents an examination of how strategic planning and deployment, standard work, visual management, people development, and follow up/accountability processes work together to build the culture of continuous improvement.

This workshop is designed to help:

  • Understand how to go beyond the application of lean tools and create an organization that embodies the culture of continuously improving customer value and eliminating waste
  • Learn how to distill the elements that have made you a successful leader and disseminate these skills throughout the entire workforce leveraging capability
  • Recognize how to unlock the potential demonstrated in the islands of improvement in your company and tie them together into an entire value stream of people focused on improving flow each and every day
  • As a leader in your organization, you will learn what you have to do to personally engage in the lean transformation process, beyond delegation and project management, so that performance improvements don't plateau and true cultural transformation takes place

Who Should Attend
Leaders at any level of the organization from front line Team Leader to CEO.
Intact teams encompassing a cross-section of leadership in your company are especially effective.

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Instructor

Instructor: David Verble

Price: $800
$600 Summit Attendees

Offered:
Monday, March 2
8:00 AM - 4:00 PM

Developing People with the Capability for Lean

There is a growing concern these days about sustaining lean improvements after they are made. How to maintain the gains from those improvements and build on them is the burning question for many organizations and lead leaders.

While lean coordinators and facilitators and kaizen teams are invaluable resources for introducing and implementing lean tools, and kaizen events, it is the role of managers to create an environment in which employees will take responsibility for the practices, behaviors, and thinking to achieve, sustain and build on improvements. Drawing on observations, practices and values from Toyota, this workshop will examine the role of managers and executives in the development of people and operations capable of successful lean performance.

This workshop will introduce participants to the concept of a supportive management environment for lean performance. Participants will explore the manager's role in people development and responsibilities in creating a learning environment. They will identify the perspectives, capabilities and behaviors required by the role and examine organizational systems and practices that support managers in carrying out their role to develop and sustain capability for performance in a lean operation. Participants will also have the opportunity to assess how the culture and systems of their own organizations support the development of capability for successful lean operation and individual performance.

 

Please note that this workshop is paired up with the Building Effective Developmental Coaching Relationships program. It is not a requirement to attend both classes, but we highly recommend that you consider taking these two workshops together. While the workshop Developing People with Capabilities for Lean provides a general overview of the people development system and the role of management in creating the environment of problem solving and continuous improvement, the Coaching Skills workshop allows you to try the sensei approach to coaching and leading and experience the fundamental difference between the role, skills and behaviors of managers in a conventional and lean environment.

Through a combination of observations, descriptions, examples, exercises and discussions participants will also learn about:

  • Identifying the type of management environment necessary for successful and sustained individual and operational performance
  • The core competencies needed by people working in a lean operation
  • Recognize the management behaviors that take away responsibility and hinder employee initiative
  • Identify and assess the capabilities they need to develop to perform successfully in their own current roles and identify responsibilities and assignments that could help them develop those capabilities
  • Reflect on recent attempts to coach a direct report or mentor a co-worker and identify ways their actions and assumptions either supported or hindered the development of the other person

Who should attend:
Line managers/function heads and lean facilitators and coordinators who directly support them in their lean transformation efforts

HR managers and professionals are welcome with the recognition that their role is more support than direct responsibility for development of individual lean performers (other than their reports and themselves)

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Instructor

Instructor: Tracey Richardson

Price:$1600
$1200 Summit Attendees

Offered:
March 2nd - 3rd
8:00 AM - 4:00 PM

Problem Solving to Align Purpose, Process, and People (2 days)

Designed to emphasize a critical role that the scientific method of PDCA plays in helping organizations successfully implement their strategies, this workshop helps you create the environment for continuous improvement and develop people enabling them to solve increasingly complex problems.

Bring your business problems with you and work on them in class as you learn to apply lean thinking to the problem solving process. We will teach you how to create a summarized document of your thought process which follows PDCA and allows you to share the "need to know" information with others in your organization.

Benefits:

  • The key values and competencies critical to implementing and sustaining a problem solving culture based on the scientific method of PDCA.
  • Problem Solving as a way to cascade the Hoshin/Strategy Deployment

As a result of this workshop you will be able to:

  • Use a problem standardization process DAMI (Define, Achieve, Maintain, Improve)
  • Use the 8-step problem-solving methodology and root cause analysis
  • Use the A3 format to visualize your problem solving thinking
  • Use a problem-solving flowchart template

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Instructors:

Judy Worth Judy Worth

Tom Shuker Tom Shuker

Price:$1600
$1200 Summit Attendees

Offered:
March 2nd -3rd
8:00 AM - 4:00 PM

Value-Stream Mapping and Sustainable System Improvement

Most future-state maps look like a collection of "spot" improvements rather than a holistically improved process designed to deliver value to clearly specified customer demand in the context of organizational mission and priorities. Many also struggle to create and execute implementation plans to achieve the desired future state. In addition, even fewer organizations are able to truly sustain a system-level problem solving effort during and beyond implementation.

This interactive workshop to take you through EVERY step of the value-stream improvement process: preparation before mapping, current-state mapping, problem solving to design the future state, managing implementation of a lean transformation to plan, and continuing to support the value stream after implementation.

To accommodate representatives from different industries, we use several different case studies describing processes in a manufacturing company or a service/healthcare/business-office environment. So regardless on the type of processes you deal with in your organization, you will be able to pick a case study that is most relevant to you to practice drawing an accurate current-state map of the process described in the case study of your choice, applying lean principles to envision a leaner future-state, and implementing the future-state in a way that can be sustained.

As a result of participating in this workshop, the attendees will:

  • Develop basic understanding of fundamental lean principles and tools appropriate to address issues in the value stream
  • Develop the ability to apply mapping techniques to visualize a current process
  • Understand how to reach agreement with the leadership team on the redesign of the value stream
  • Develop a basic understanding of and ability to apply lean tools and techniques to create a future-state map
  • Learn how to plan and implement a lean value-stream improvement project to achieve sustainable gains

Who Should Attend

  • Managers, supervisors, lean coordinators, and change agents from any industry with multi-step processes, particularly (though not exclusively) those struggling to implement value-stream changes
  • Leaders who want to learn the principles and techniques for value-stream improvement in order to be more effective in developing problem solving capabilities of their people.

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Instructor

Instructor: Greg Lane

Price: $800
$600 Summit Attendees

Offered:
Monday, March 2
8:00 AM - 4:00 PM

Managing High Mix/Low Volume Organizations

Business processes in the high mix/low volume or made-to-order type businesses are more complicated because of the increased variation of products/services, which is why most of the lean principles require some adaptation when applied to this type of environment.

We will look at how to better manage indirect & administrative processes along with creating capacity in these areas by streamlining the increased flow of information common in these organizations. You will be provided with practical direction as to how small & medium sized companies offering a wide range of products & services have actually survived in the "new economy" due to the adaptation of management roles and behaviors to the demands of the high mix/low volume businesses undergoing a lean transformation.

Management approaches and techniques introduced in this workshop will help you reduce the time you currently spend fire-fighting and focus on indirect/administrative process improvements to achieve lead-time reductions, increase process capacities and enhance customer satisfaction. Upon completion you will be energized with ideas on how to apply lean management tools which have been modified for high mix environments.

The workshop is based on an indirect process simulation to enhance the learning experience of the attendees.

Benefits

  • At the end of this workshop, you will understand the most critical components of People Systems that affect lean behaviors and competencies
  • You will understand how to obtain better buy in towards reducing your bottleneck(s) and improving lead-time within your high mix transactional processes
  • A better way forward in understanding what is affecting your margin in low or high mix situations and ideas how to make improvments
  • Improved Leader Standard Work for high mix operations

Who Should Attend

  • HR professionals that are part of an organizational lean transformation
  • Senior leaders who are responsible for a lean transformation
  • Other professionals in the field of Organizational Design, Organization Effectiveness, Change Agents, Process Engineers, and/or Lean Leaders
  • Steering Committees / cross-functional teams tasked with transforming their organization

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Instructor

Instructor: Karl Ohaus

Price: $800
$600 Summit Attendees

Offered:
Monday, March 2nd
8:00 AM - 4:00 PM

From Fire Fighting to True Continuous Improvement

Organizations in all the major sectors from Healthcare to Manufacturing deal with problems day in and day out. Many times the solutions become Band-Aids to problems that are never completely solved. The organization becomes very proficient at "Fire Fighting" but the problems keep coming back. In order for an organization to move from "Fire Fighting" to true continuous improvement everybody in the organization from leadership to the front line will have to become engaged. Engaged in a proven methodology involving thinking together, working together and attacking problems together at their root cause. Success will hinge on how well the organization can teach and apply this robust, shared problem-solving methodology at all levels while incorporating "evolutionary learning" into the organizational culture.

In order to build the culture of problem solving, an organization needs a "Community of THINKERS," working together on continuous improvement. Their goal is to design a sustainable, rigorous problem solving process that is, in effect, an experimental test of any proposed change.

In this workshop you will practice several of the problem-solving steps. You will learn a methodology for determining the most likely causes of a problem to be addressed and appropriate countermeasures to that problem. You will also learn the process for developing a "Rapid Learning Experiment" to test your countermeasures. "Go and See" will be a key component discussed within the steps of the PDCA problem-solving process.

Objectives - Following this session, participants will be able to:

  • Further enhance the use of PDCA and Lean Problem Solving to improve processes
  • Transition the most likely cause of a problem into a countermeasure
  • Develop a "Rapid Learning Experiment" for testing a Countermeasure

Visually manage "Rapid Learning Experiments" and transform these into sustainable process improvements

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Instructor

Instructor:Dave Brunt

Price: $800
$600 Summit Attendees

Offered:
Monday, March 2nd
8:00 AM - 4:00 PM

Lean in Sales

The use of Lean Thinking in the sales and servicing of vehicles has been gaining momentum over the last few years. We now have examples of dealers in Norway, Brazil, South Africa, Switzerland, the Canary Islands and the U.K. applying Lean Thinking across their businesses drawing upon the research we published in our book "Creating Lean Dealers" in 2007. Whilst these organisations started in the service and repair areas of their businesses each has found that Lean Thinking applies to sales.

The use of lean in sales can be implemented beyond the car industry and the insights gained from the work done so far will be shared in this workshop.

The purpose of this workshop is to:

  • Highlight the business opportunities of applying Lean Thinking in Sales
  • Discuss potential implementation using John Shook's Lean Transformation Model

This workshop will help you:

  • How lean thinking can be used to solve business problems
  • How to see sales as a process - and measure the process
  • The role of the sales manager in lean sales
  • How sales can help develop a plan for every customer and a plan for every product
  • How sales can help smooth the flow of operations

Workshop Outcomes

  • Understand the opportunities for applying lean thinking to sales environments
  • Learn how the Lean Transformation Model can be used to practically improve performance

Who Should Attend?
Senior leaders in organizations and sales professionals.

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Instructor

Instructor: Jim Luckman

Price: $800
$600 Summit Attendees

Offered:
Monday, March 2
8:00 AM - 4:00 PM

Lean Product Development: Delivering New Products, Faster and Better

Many companies have applied lean thinking to manufacturing or service processes. Some have experienced big performance gains through standardization, elimination of waste, and problem-solving. But applying lean principles to Product Development requires a different mindset and totally different approach. Manufacturing (and some service value streams) are transactional; they can be managed through standard tools and principles. Product Development is about creating knowledge and requires different skills.

LPPD requires that you separate knowledge creation from transactional processes and learn as fast as you can, upfront, before ever executing the detailed work of design. It requires that you engage the people doing the work in a process for understanding and improving those specific areas that are contributing to performance problems.

In this workshop you'll learn how to define the performance problem of your product development process. You'll learn how to focus on the few areas of improvement that can make significant and rapid improvements to your organization. You'll design a team process for fast cycles of learning and experience how to continually improve your learning. And you'll learn how to prioritize and run select experiments on active products, using the discipline of continuous PDCA. And most importantly, you'll learn how to learn fast, in cross-functional teams and reduce delays and rework associated with learning.

This workshop will help you:

  • Learn how Toyota and other companies implementing lean have evolved a product development process to maximize knowledge growth and minimize lead time
  • Learn about the most common problems we have observed about product development in many companies across diverse industries
  • Learn how to create fast learning cycle teams that will enable your organization to reduce product development lead time and increase throughput
  • Learn how to reduce the time for learning through lean product development concepts
  • Discover ways you can spread lean thinking across interdependent functional areas to improve the entire development process

Prerequisite:
At a minimum, people attending this workshop should have a basic understanding of Value Stream Mapping.

Who Should Attend?
Engineering managers interested in improving the product development process through application of lean principles for learning. Leaders wanting to understand how to apply these lean principles in their organization. Managers with experience in lean transformations and/or product development. Leaders with a role in developing new products/services for their organization.

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Instructor

Instructor: Eric Ethington

Price: $800
$600 Summit Attendees

Offered:
Monday, March 2
8:00 AM - 4:00 PM

Strategy Deployment and Alignment Through Hoshin

Many organizations struggle with how to best engage the workforce to an aligned direction that ensures business viability. In most cases upper management understands that it has responsibility to connect the company's people to the purpose of the organization. But how do you do that effectively? How can managers build the culture of an organization where management is purposeful in its approach?

Hoshin planning is a management system that aligns - both vertically and horizontally - an organization's functions and activities with its strategic objectives.

Hoshin planning is also ideally a process that releases creativity in each Team Member as goals are developed in a dynamic, catch-ball process that involves a dialogue between each level of management about annual corporate objectives. This engaged dialogue promotes the capability of the organization to manage based on purpose.

This workshop will help:

  • Leaders understand hoshin planning as a core process for defining and creating annual objectives and developing people based on those objectives.
  • Clarify how hoshin planning (also referred to as strategy deployment) can be utilized to define a clear strategic framework that can strengthen an organization through enabling sustained high performance and produces long-term results.
  • Clarify the relationship of hoshin planning (which functions like the skeleton) to A3 problem solving (which functions like the muscle).

Who should attend:
Lean leaders, managers, and executives involved with strategy deployment

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Instructors:

Instructor Jean Cunningham

Instructor Darlene Dumont

Price: $800
$600 Summit Attendees

Offered:
Tuesday, March 3rd
8:00 AM - 4:00 PM

Capturing the Value of Lean - SOLD OUT

Transitioning the culture of an organization into one that practices lean-thinking requires time, commitment and resources. Regardless of whether an organization is just starting out or has been practicing lean for years, at some point, many organizations want to know what their investment is giving them in return. Capturing and validating that data varies by need and the capability of the organization to understand and report the qualitative and quantitative benefits of lean.

This workshop will show the connectivity between the various types of lean tools, techniques and concepts and how the benefits of using lean can be captured in both quantitative and qualitative aspects. Participants will be asked to bring specific problems or challenges with them to this workshop and throughout the day, "real-life" examples, applicable to their situation, will be given to show how to capture the benefits of lean based upon their specific need.

Smaller, short-term and larger, long-term trends will be reviewed so participants will be able to grasp the current situation of who their customers are, what they want, what they need and/or what is value-added to them, in order to ensure they understand HOW to see the benefits that their customers will understand and appreciate.

A variety of approaches will be reviewed to demonstrate and practice how to capture the qualitative and quantitative data and how to describe these benefits to their customers in a meaningful way and in a common language.

These benefits will also be connected to the financial statements so over time, they will know what leading indicators to monitor in order to validate what's working and where to potentially prioritize other lean initiatives. At the end of this workshop, participants will leave with an action plan, specific to their needs, to aid them in capturing the qualitative and quantitative benefits of lean within their organization.

Who Should Attend:
This workshop can appeal to a wide range of audiences and will focus on the more difficult areas to capture, such as healthcare, business processes, and other service industries. The intent is for a larger scale audience that would benefit non-financial types, along with financial people and also people within the business process functional areas (not just operations)

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Instructor

Instructor: David Verble

Price: $800
$600 Summit Attendees

Offered:
Tuesday, March 3rd
8:00 AM - 4:00 PM

Building Effective Developmental Coaching Relationships- SOLD OUT

Helping others develop their problem solving thinking and skills does not happen in a one-time interaction. It requires an ongoing relationship that is based on clearly defined and agreed upon expectations rather than assumptions.

This workshop is designed to extend the ideas and practices introduced in Coaching for Lean Problem Solving (formerly Coaching Skills for Lean Implementation Leaders). It will explore the key aspects of a coaching relationship which focuses on helping others develop the problem solving capability required for implementing lean and building the culture of continuous improvement. In the course of the workshop, participants will examine the requirements for a helpful coaching relationship and practice coaching techniques needed to support the development of lean thinking and problem solving by others, such as:

  • Deploying a meaningful problem solving responsibility
  • Contracting for coaching help to create a basis for safety and trust
  • Observing and providing feedback without interpretation
  • Using questions to stimulate the Questioning Mind
  • Using questions to help the coachee grasp the situation around the problem
  • Assessing problem solving capability without taking over the responsibility for solving the problem
  • Matching coaching feedback to the readiness of the coachee
  • Creating and using rapid learning experiments in both problem solving and coaching
  • Using questions to prompt self-reflection
  • Applying the scientific method of PDCA to a coaching cycle

Upon completing the workshop, the participants will be better equipped to:

  • Help their coachees pick the right problems to work on
  • Give meaningful problem solving responsibility and engage people in taking initiative
  • Coach others to grasp the actual conditions of problem situations without taking away their sense of responsibility
  • Recognize which questions to use to stimulate the questioning mind, build awareness of the problem situation and force reflection
  • Effectively use questioning to make others examine the sources of their assertions, assumptions and solutions
  • Ask the right questions to prompt coachees to examine their problem solving thinking on their own
  • Help others become self-directed learners for developing their problem solving capabilities

An important focus in the program will be on helping the attendees become more aware of the impact of their own thinking, intentions and assumptions when they coach others. This will include the examination of how a coach's style and presence can influence the success of a coaching relationship.

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Instructor

Instructor: Greg Lane

Price: $800
$600 Summit Attendees

Offered:
Tuesday, March 3rd
8:00 AM - 4:00 PM

Improving Operations in High Mix/Low Volume Organizations

This workshop will help companies struggling with how to implement lean concepts when there are 100's to 1000's of active part numbers produced randomly in low volumes or to customer orders. Discussion will be based on a simulation performed within a "make-to-order" environment. Most lean principals work in these high-mix environments, though the tools and methods require some adaptation. A proven overall implementation method specific for low-volume and make-to-order businesses will be presented and related to the simulation, along with specialized applications of lean tools. This method is based on adapting Toyota's quality, volume, and cost approach, though quality systems are not covered in detail as they can be implemented with approximately the same methods as those used in high volume. Job shops as well as repair/remanufacture facilities will benefit.

At the end of the workshop you should understand how to apply the following in a high-mix, "make-to-order" environment:

  • Simple and quick visual management systems using the correct measurements
  • Planning methods specific for high-mix, job shop environments
  • Hybrid lean systems that work with existing systems like MRP
  • Explanations and examples of lean tools that can be adapted for mixed model plants
  • Proven methods will be explained through examples

Who Should Attend:
This workshop is intended for high-mix/low-volume job shops that desire to implement lean, especially if they find it difficult to adapt lean methodologies to their environment because most of available information addresses high volume applications.

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Instructor

Instructor: Durward Sobek

Price: $800
$600 Summit Attendees

Offered:
Tuesday, March 3rd
8:00 AM - 4:00 PM

Lean Upstream

New products and services are the lifeblood of most companies. Without new products, existing offerings become stale or obsolete as markets shift, customer needs or tastes change, and competitors appear. And if products are not renewed, the company does not survive. No amount of shop floor kaizen can change that. At the same time, the greatest opportunity to create value for customers is in the early stages of the product lifecycle-- the design and development of the product and the processes required to produce it-- before it reaches the production floor. Therefore tremendous opportunity exists in most companies to enhance their competitiveness by shortening time-to-market, improving design quality and cost, and doing so efficiently and reliably.

This one-day interactive session is designed to give participants critical insight into applying lean thinking upstream in the product lifecycle. Content will be organized around foundational principles, illustrated by examples.

By the end of the workshop, participants will:

  • Be able to define lean product and process development (LPPD).
  • Understand five foundational principles of LPPD.
  • Explain how the principles work together to achieve the primary aims of the new product development function.
  • Understand how companies can resolve the paradox of enhancing innovation while consistently introducing new products on schedule and under budget.
  • Gain exposure to how the principles can be translated to action.

Course Outline:
The workshop is comprised of instruction, interactive discussion, and case examples. The primary topics covered include:

  • Fundamental purpose of product / process development
  • The LAMDA cycle of learning
  • Growing teams of responsible experts
  • Entrepreneurial system designers
  • Pull, flow and cadence in product / process development
  • Set-based innovation

Who Should Attend:

  • R&D executives
  • Product development project managers
  • Managers of any R&D function (marketing, design, product engineering, manufacturing engineering, etc.)
  • Change agents within any R&D function
  • Change agents wanting to expand lean beyond the shop floor

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Instructor

Instructor: Dave Brunt

Price: $800
$600 Summit Attendees

Offered:
Tuesday, March 3rd
8:00 AM - 4:00 PM

Seeing the Whole Value Stream

To truly unlock the strategic competitive advantage of delivering value to customers it is often necessary to develop highly responsive supply chains. Seeing the Whole Value Stream, moves beyond value stream mapping individual facilities, to take an "end to end" perspective of the complete value stream from raw material to end customer.

This workshop provides key insights into teaching leaders how to See the Whole Value Stream. Mapping extended value streams reveals huge hidden potential for improvement. Our research and work in this area shows that it is common to find that nearly 90 percent of the actions and 99.99 percent of the time required for a value stream's current state create no value. In addition, the methodology shows demand amplification of orders as they travel up the value stream, steadily growing quality problems, and steadily deteriorating shipping performance at every point up stream from the customer.

The purpose of this workshop is to explore:

  • How to use the extended value stream mapping methodology to truly impact on business goals and performance.
  • How to build a business case for collaboration with supply chain partners.
  • What factors to consider when selecting a target value stream.
  • How to capture the current state.
  • Key features of a lean value stream.
  • How to manage a lean transformation to plan.

Through instruction, small group discussions and exercises, the workshop participants will learn:

  • How to raise consciousness in every firm & function touching the value stream of the enormous waste of time, effort & movement
  • Typical current state 9 out of 10 steps & 99% of elapsed time are wasted
  • How to raise consciousness in every firm & function of the effect of its actions on every other firm & function touching the value stream
  • How a value stream team with representatives from every firm can envision a series of Future States & an Ideal State for their shared value stream.
  • Learn how value stream teams can build a business case for collaboration to create win-win-win outcomes for every value stream participant.

You will learn how to:

  • Understand the fundamentals of mapping the extended value streams.
  • Use the methodology to impact on business goals and performance.
  • Learn about demand amplification and it's impact on the value stream

Who Should Attend:
Senior leaders in organizations and supply chain professionals with some experience of value stream mapping who have been into lean but are looking to go beyond the boundaries of their firm.

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Instructor

Instructor: Josh Howell

Price: $800
$600 Summit Attendees

Offered:
Tuesday, March 3rd
8:00 AM - 4:00 PM

Using Training Within Industry (TWI) Techniques for Rapid Problem-Solving and Innovation

Does your organization have complex processes that are difficult to teach, let alone improve? Do you struggle to involve people in making improvements in their day-to-day work? Is it unclear to you, as a leader, why people are doing their work a particular way?

Get answers to these and other critical questions about how people can learn and improve their work faster and more effectively. Join us for a workshop based on scientifically-proven Training Within Industry (TWI) techniques designed to help you and your team (and the organization) learn faster. Originally developed in the United States during World War II, TWI techniques became the fundamental elements of the Toyota Production System. Today, it is utilized in a variety of lean organizations and industries.

You will learn how to:

  • Break down work into easy, repeatable steps
  • Improve work processes
  • Make work more visible to facilitate teamwork
  • Onboard people faster by making it easier for them to do and improve work
  • Accelerate learning cycles to make it easier for people to absorb innovation
  • Encourage problem solving by making it easier to tell abnormal from normal
  • Apply the TWI approach to increase safety, quality, and consistency while making work easier and more enjoyable

Who Should Attend:
This workshop is ideal for leaders, managers, process owners, and/or frontline staff in any industry dealing with a rapidly changing environment and a need for quick learning and fast improvement cycles. It is also ideal for people in environments whereby safety is critical and/or with strategic initiatives that require workers to learn their jobs rapidly (e.g. new products, in-sourcing, mergers, etc. ). TWI techniques will provide you with a simple and engaging improvement method, for getting started, and straight-forward language you can use to spread a new, more effective way of learning throughout your organization.

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Instructor

Instructor: Lesa Nichols

Price: $800
$600 Summit Attendees

Offered:
Tuesday, March 3rd
8:00 AM - 4:00 PM

LEGO SERIOUS PLAY

Have you ever been frustrated with trying to get honest, dependable collaboration with a team? Most of us have a closet full of those situations. Unfortunately, it is difficult to slug through the weeds to find something authentic, challenging and practical for understanding how to collaborate creatively and achieve solid results.

Now we have LEGO SERIOUS PLAY, a method that:

  • Unlocks individual current knowledge to allow new insights in
  • Creates circumstances to gather group insights for broader, deeper, lasting decisions
  • Is scientifically proven to achieve results based on the neuroscience of our hand and mind working together as we build things.

LEGO SERIOUS PLAY is not a game. Rather, it is a strategic 3D tool we use in conditions that are:

  • Complex
  • Critical to the organization's success
  • Need innovative insights from people across the enterprise

Workshop Outline
The workshop will be designed around the principles of Toyota's problem solving and Kaizen strategy making. These principles will be married with exploring challenges you face to successfully implement your own improvements.

To pull this all together, we will use the LEGO SERIOUS PLAY methodology. Throughout the day you will be challenged with deeper and deeper questions that you will build individual LEGO models to illustrate. The rhythm through the day will be:

  • Hear the question
  • Build a model so address the question (no right answer)
  • Share your story with the group
  • Lock in group learning through focused discussion.

At times we will break into smaller groups so you can work on the challenges you are most interested in. These will be addressed through either a Problem Solving approach or Kaizen Strategy Framework.

Take Aways

  • Discover techniques for changing static information into dynamic, 3d modes--which fit to all learning styles.
  • Personal discovery of the mind/hand neuro-connector power. 
  • Experience the potential of connecting with people quickly around serious topics while having fun.
  • A set of LEGO SERIOUS PLAY bricks that you take for your own use (with friends, family, peers).

Who Should Attend?

  • People who routinely face complex problems that need to be solved as a group.
  • Facilitators of diverse groups of people from across the enterprise who must explore:
    • The big picture connections and disconnects, environmental impacts, etc.
    • Organizational dynamics
  • Project managers who are responsible for the operational results of many functional areas
  • Groups that must imagine together before an actual event happens. For example, architects, construction managers, hospital leaders ,educators, trade associations, crisis teams and  even international diplomatic (Yes, the United Nations does use this as a preparation tool).

Suggested Reading

  • "Building a Better Business Using The LEGO SERIOUS PLAY Method" by Per Kristiansen and Robert Rasmussen
  • "Humble Inquiry:  The Gentle Art of Asking Instead of Telling" by Edgar H. Schein
  • "Theory U" by Otto Scharmer (with Peter Senge support)

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Instructor

Instructor: Joe Murli

Price: $1600
$1200 Summit Attendees

Offered:
March 2nd -3rd
8:00 AM - 4:00 PM

People Systems: Key Concepts

While process improvements and leader standard work can yield great benefit on their own; truly significant, sustainable, breakthrough improvements are made when we align our people systems with the behaviors we expect of the workforce. Without this alignment, it is fraught with potential pitfalls and ambiguity. However, when we employ a structured approach that aligns our people systems and the expected behaviors, we are able to create the ideal work environment in a practical, safe, and predictable manner.

This two -day course teaches a critical element of the Lean Management System which encompasses a critical examination of the policies, practices, and systems that motivate people to think on behalf of the company. A unique characteristic of Lean is the capture of the hearts and minds of the organization to have everyone every day think about how carry out their work more effectively, aligning people systems to this goal is a requirement for success.

This course will walk participants through what we call the employee lifecycle starting from the time a person is attracted to join the organization until they disengage, and all stages in between. Each of these stages contain critical milestone events that have large impact on the expectations of the individual as well as their perceptions of the organization's expectations of them. Participants will learn to identify and close gaps between the current state and the desired future state, as well as strategies for effectively closing those gaps. Exercises are included to relate the materials to your own organization and potential opportunities to affect improvement.

At the end of this workshop, you will:

  • Understand the most critical components of People Systems that affect lean behaviors and competencies
  • Draw practical connections among the 6 elements of the Lean Management System inherent in a functioning lean thinking organization
  • Learn how to identify and close gaps specific to People Systems and strategies for a successful lean transformation

Who Should Attend:

  • HR professionals that are part of an organizational lean transformation
  • Senior leaders who are responsible for a lean transformation
  • Other professionals in the field of Organizational Design, Organization Effectiveness, Change Agents, Process Engineers, and/or Lean Leaders
  • Steering Committees / cross-functional teams tasked with transforming their organization
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Post-Summit Workshops

Price: $50
covers transportation

Offered:
Friday, March 6th
7:00 AM - 1:00 PM

Volunteer Day with Saint Bernard Project

Make things better. That's our mission at LEI. And we want to invite you to join us on that mission, this March 6th in New Orleans at our first Volunteer Day.

The Saint Bernard Project is constantly making things better in New Orleans, and is showing /training recovery teams throughout the US. The Friday after the 2015 Transformation Summit, attendees can join LEI in volunteering for the day (finishing in the early afternoon).

During this time you will be taken to a build/repair site where you can help. You may be painting, putting up trim, hanging drywall, and other activities. Not only will you be able to contribute to this great mission, you'll also see how the Saint Bernard Projects tackles problems, motivates staff, and most importantly makes things better.

Buses will leave the hotel promptly at 6:30 AM and are mandatory for all participants. Orientation will take place on the ride to the construction site. Attendees will be divided up into 4-6 smaller groups to accommodate volunteer work at several different sites..

LEI will provide breakfast.