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Lean Transformation Pre-Summit Workshops

LEI is offering Pre-Summit Workshops on March 5th-6th for those who want to make the most out of this opportunity. 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 the culture of problem solving. Pre-Summit Workshops are only available for Summit attendees.

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

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Lean IT

1-Day Workshop
March 6th
8:00 AM - 4:00 PM
Price: $600


Steve Bell Steve Bell

Every business process relies on information systems, manual or electronic, as the flow of information supports the flow of work and the creation of value. Most have no choice but to rely heavily on electronic information systems due to the volume, complexity, or global reach of their activities. Most businesses also spend billions of dollars each year on information technology, much of it not adding value, leading to tremendous waste, cost, frustration, and lost productivity.

In this workshop, you will develop a clear understanding of the central role the IT organization plays as a partner in continuous improvement and enterprise transformation from both inward and outward facing Lean IT. You will participate in hands-on exercises and discussion, and receive practical knowledge and examples which you can adapt to your organization. This workshop will introduce you to the fundamental principles of leveraging Lean and IT to build and sustain Lean improvements throughout the enterprise.

You'll learn:

  • What Lean IT is and how it supports and sustains an enterprise-wide lean transformation
  • How to identify and address information waste
  • Value-stream mapping as it applies to information systems
  • How to use A3 thinking for an IT systems-based business problem

Who benefits:

  • CIOs
  • CFOs
  • IT Directors and Managers
  • All IT staff members (infrastructure, developers, business analysts, application support, DBA's, administrators, helpdesk, etc.)
  • Lean leaders and change agents, operational leaders and professionals who want to make sure they are approaching the application of Lean to IT the right way Executives and managers who want to lead and manage more effectively


Managing to Learn

2-Day Workshop
March 5th - 6th
8:00 AM - 4:00 PM
Price: $1200


Tracy Richardson Tracey Richardson

Discover in detail the lessons and insights contained in Managing to Learn, the Shingo Research Award-winning book that lucidly describes the A3 management process at the heart of lean management and leadership. You’ll find out why an A3 is so much more than an 11 x 17-inch sheet of paper as you explore this ground-breaking book from four perspectives.

You’ll learn:

  1. How to observe sound A3 thinking and management by following the stages of learning.
  2. How to recognize effective A3s. You’ll read several A3s then discuss how you would coach the authors to improve the analysis and story.
  3. How to create the Title, Background, Current Situation, Goal, Analysis, and Recommendations sections of an A3 for a problem at work. Bring an A3 you’re working on or attack a different problem with a new A3 in class.
  4. What are the various forms and uses of the A3 format including:
    • Basic types of A3 stories.
    • Role that A3 plays for gaining alignment with stakeholders in a problem.
    • How A3s function as a change management tool, a general management tool, a human development tool, and a knowledge sharing tool.

Who benefits:

  • Managers who want to improve their organization
  • Executives and managers who want to lead and manage more effectively
  • Change agents, lean promotion office managers, and specialists
  • HR and OD professionals who want to deeply improve the thinking, behavior, alignment, and performance of their company and its people
  • Anyone who wishes to improve his or her lean thinking ability


Seeing the Whole Value Stream

1-Day Workshop
March 6th
8:00 AM - 4:00 PM
Price: $600


David Brunt
Dave Brunt

To truly unlock the strategic competitive advantage of delivering value to customers, you need a highly responsive supply chain. In Seeing the Whole Value Stream, you will learn how to move beyond value-stream mapping individual facilities, to take an "end-to-end" perspective of the complete value stream from raw material to end customer.

In this one-day workshop instructor David Brunt (co-author with Dan Jones of two of the cases in the newly published second edition of the workbook Seeing the Whole Value Stream) will give you key insights into mapping the extended value stream and recognizing the huge hidden potential for improvement. For example, research and work by Brunt and Jones in this area shows that it is common to find that nearly 90% of the actions and 99.99% 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.

Using the cases from the book and other real examples across different sectors, you will learn:

  • 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.


Transformational Leadership

2-Day Workshop
March 5th-6th
8:00 AM - 6:00 PM
Price: $2000


Jim Luckman

Margie Hagene

Kirk Paluska


Deepen your self-awareness as a leader while you develop and practice new leadership behaviors to create the problem-solving culture that sustains lean transformations.

Get ready to be transformed from leader to lean leader. In this intensive experiential session, you'll participate in a realistic business simulation designed to help you learn and practice the personal leadership behaviors that support the open problem-solving culture at the core of lean transformations.

You'll emerge with a better understanding of your present leadership behaviors and the organizational assumptions that drive them. After each round of the simulation, experienced lean practitioners who are LEI faculty members will guide you through periods of reflection to help you rethink existing leadership paradigms. You'll make a leap in understanding how to move toward leadership behaviors that are more effective at managing the change process of lean transformations.

You’ll learn:

  • How to develop experiments to create a new problem-solving culture.
  • How to address gaps in your company's leadership systems so that a culture of problem-solving and continuous improvement develops.
  • What core behaviors and practices characterize lean leaders.
  • How to use a "lean lens" to uncover and change the thinking patterns that form the foundation of organizational culture and that drive leaders' behaviors.
  • What exactly is your role as a leadership change agent.
  • How to develop a plan for personal and/or organizational transformations to create a problem-solving culture.

Who benefits:

  • Senior executives
  • Functional leaders
  • Executive change agents


Improvement Kata

1-Day Workshop
March 6th
8:00 AM - 4:00 PM
Price: $600


Jim Luckman Bill Costantino

Sustaining lean gains is difficult. The reason is that we tend to rely on dedicated lean experts to lead improvement efforts as projects. When they turn their attention to the next improvement project, the one just completed degrades. Overall improvement progress is slow and the cultural change to continuous improvement is minimal.

Based on the popular book Toyota Kata by Mike Rother, this workshop will teach you how to make improvement more sustainable and continuous. The key is knowing how to create a lean culture where improvement occurs on a daily basis, coached by managers. When this shift occurs, improvement stops being a project led by lean staff and starts being an everyday activity led by managers.

This workshop will show you how to:

  • Better utilize familiar lean tools and systems to sustain improvement by using a systematic, scientific routine (kata) that can be applied to any problem or challenge.
  • Frame the plan-do-check-act (PDCA) cycle in a way that has people taking small improvement steps every day.
  • Migrate managers toward a role of coach and mentor by having them practice coaching cycles.
  • Commonize how the members of your organization develop solutions.


Coaching Skills for Lean Implementation Leaders

1-Day Workshop
March 6th
8:00 AM - 4:00 PM
Price: $600


David Verble David Verble

Lean leaders and change agents generally have to implement improvements through the work of people they don't manage. They have responsibility but little authority to accomplish their goals. Getting people to complete the tasks they assign or meet the schedules they set requires constant attention, encouragement, cajoling, and often taking the lead on the activities yourself.

There is a better way. Switch from trying to be the person out front leading the charge to being someone with knowledge and experience who's by the side of implementers coaching when needed. In other words try the sensei approach to coaching and leading.

The purpose of this workshop is to help lean leaders and change agents understand the importance of the role of coach in improving value-stream performance and develop the basic skills and perspectives to function effectively in that role. Specifically the program will demonstrate how the activities of preparation, practice, adjustment and review can be used to lead others through implementing lean improvements.

Through instruction, discussions, group activities, and hands-on exercises, you will learn to:

  • Recognize the traditional function of a coach and the limitations of coaching for correction
  • Develop the problem solving thinking of lean implementers by increasing their knowledge and skills for executing immediate changes.
  • Understand the developmental approach to coaching and recognize how it contributes to successfully implementing and sustaining lean.
  • Understand the four key coaching practices for developing the effectiveness of lean implementers and practice the skills needed for each practice.
  • Assess your own effectiveness as a lean coach and set goals for developing your skills.

Course Outline:

  • Look at the common image of the coach and examine the myths and realities of the role.
  • Describe the work of Coaching for Development and how to tell if it is effective.
  • Consider the special requirements and challenges of coaching the implementers of lean improvements.
  • Recognize the role of lean problem solving thinking in lean implementation.
  • Examine the developmental approach to coaching and its value in lean implementation and recognize you do not have to be a lean expert to coach for development
  • Recognize the four essential practices of the lean problem solving coach:

– Giving the lean implementers the task or project as their own responsibility
– Letting them think & practice on their own
– Helping them see results vs. processes, plan vs. actual,
– Forcing reflection and learning from it


Senior Manager Gemba Walk with Jim Womack

1-Day Workshop
March 6th
8:00 AM - 4:00 PM
Price: $2000


David Verble Jim Womack

"Gemba" literally translated is "where the work is done" and can be any place in an organization where value is created for the customer. Over time, organizations prosper or decline in proportions to the effectiveness of their value-creating processes at the gemba. Yet senior managers often have a hard time grasping the state of their organization’s value creating processes and struggle to create management systems that stabilize and steadily improve every process while addressing problems as they arise.

In this special event, Jim Womack will accompany ten senior managers in a series of gemba walks along several value streams in a day-long workshop at Medtronic's Surgical Technologies business in Jacksonville. Jim will be assisted by Mark Reich, LEI's new Director of Strategy and Operations, who has recently joined LEI after 23 years at Toyota in Japan and the US.

The objective of the day is to sharpen the gemba vision of senior managers and give them actionable insights on how to improve their own management systems. This is a remarkably rare opportunity to learn at the gemba with others exploring value creation.

This event is designed for senior managers – CEOs, COOs, business unit heads, and VPs for functions. We will interview all applicants to make sure that this workshop suits their organizational needs and to insure that the participants in the workshop are at a comparable level of management responsibility.

The fee for the day is $2,000 including transportation to the facility from the Jacksonville Hyatt (and back to the Hyatt at the end of the day) and breakfast and lunch.

In the spirit of openness and value creation for all participants, LEI reserves the rights to preclude attendees of direct competitors or those at non-senior-level positions from participating.