Lean Enterprise Institute Logo
  • Contact Us
  • Newsletter Signup
  • Cart (0)
  • Account
  • Search
Lean Enterprise Institute Logo
  • Explore Lean
        • What is Lean?
        • The Lean Transformation Framework
        • A Brief History of Lean
        • Lexicon Terms
        • Topics to explore
          • Operations
          • Lean Product & Process Development
          • Administration & Support
          • Problem-Solving
          • Coaching
          • Executive Leadership
          • Line Management
  • The Lean Post
        • Subscribe to see exclusive content
          • Subscribe
        • Featured posts
          The management Brief

          Lean Improvements Lead to Improved Lean Planning...

          As a facilitator, how much do I have to know about an area targeted for improvement?

          How LPPD Can Help Entrepreneurs Design Sustainable...

          • See all Posts
  • Events & Courses
        • Forms and Templates
        • Featured learning
          • Webinar: Connecting Strategy and Problem Solving

            June 18, 2025 | Webinar

          • Future of People at Work Symposium

            June 26, 2025 | Salt Lake City, Utah

          • The Lean Management Program

            September 05, 2025 | Coach-led Online Program

          • Managing on Purpose with Hoshin Kanri

            September 12, 2025 | Coach-Led Online Course

          • See all Events
  • Training & Consulting for Organizations​
        • Interested in exploring a partnership with us?
          • Schedule a Call
        • Getting Started with Lean Thinking and Practice
        • Leadership Development
        • Custom Training
        • Lean Enterprise Transformation​
        • Case Studies
  • Store
        • Book Ordering Information
        • Shopping Cart
        • Featured books
          Managing on Purpose Workbook

          Managing on Purpose

          As a facilitator, how much do I have to know about an area targeted for improvement?

          Daily Management to Execute Strategy: Solving problems and developing people every day

          • See all Books
  • About Us
        • Our people
          • Senior Advisors and Staff
          • Faculty
          • Board of Directors
        • Contact Us
        • Lean Global Network
        • Press Releases
        • In the News
        • Careers
        • About us

The Lean Post / Articles / As a facilitator, how much do I have to know about an area targeted for improvement?

Article graphic image with repeating icons

Line Management

As a facilitator, how much do I have to know about an area targeted for improvement?

By Michael Ballé

October 2, 2017

Dear Gemba Coach: As a lean "facilitator" in my organization, how important is it to gain a deep understanding of the "area" that is being analyzed. Do you spend a lot of time just becoming familiar with the area so that you can do experiments, etc.…?

FacebookTweetLinkedInPrintComment

Dear Gemba Coach,

As a Lean “facilitator” in my organization, how important is it to gain a deep understanding of the “area” that is being analyzed. Do you find you spend a lot of time just becoming familiar with the area so that you can do experiments, etc.…?

It’s critical! Bear in mind that the very engineers who “invented” lean (more like, cobbled it together) were the same guys who had learned to make automobiles from scratch and build factories in paddy fields!

At its core, lean thinking has a very scientific idea: by studying the part of what we do that doesn’t work as it should, or that is unwanted waste, we discover a deeper understanding of our jobs. As legend has it, penicillin was discovered when Alexander Fleming returned from vacation to find a new fungus on a culture he’d left in his lab. An American engineer working at Raytheon noticed that the chocolate bar in his pocket melted as he walked past a magnetron, a vacuum tube used to generate microwaves, and then experimented until voilà, the microwave oven, and so on.

Many discoveries, from the big bang theory (discovering a background noise that made no sense) to Velcro (an engineer shaking burrs off his pants and his dog’s fur), seem accidental. But truth is these “accidental” ideas occur to people who have devoted their lives to studying the topic.

Another way to think about this is to keep in mind the following equations:

DATA + CONTEXT = INFORMATION

INFORMATION + UNDERSTANDING = KNOWLEDGE

KNOWLEDGE + RESPECT = WISDOM

In other words, real knowledge is profoundly contextual, and general context-free principles are generally not that useful without a deep understanding of the situation. Worse, wild applications of scientific ideas like Darwinism, Behaviorism, Genetics, Neurosciences and so on, can lead to horrific applications once taken out of context.

On the gemba, lean is a mental scaffolding, a mathematical operator, if you will, that applies to the area, the people, and the technical process at hand in order to discover deeper truths about it. Without this fundamental respect of both people’s experience and the technical issues of the process, one can make really bad mistakes.

The 5S Badger

For instance, I recently visited an office where the manager insisted on “office 5S”, which essentially meant badgering people into clearing their desks in the evening and moving towards a no-paper policy. This policy was imposed without any understanding of the team’s “standardized work” or, indeed, “operations standards” – the work itself. As a result, teams didn’t set upon taking more ownership of their filing systems, nor discovering more detail of what the information truly meant and, in the end the “clean desk” policy created more frustration and disengagement as people had to comply with yet one more absurd request from management.

On the other hand, at another company, a high-tech manufacturer, the early attempts to sort out the supply chain flow led to a deeper and deeper understanding of the information flow, and a realization the company had no consistent indexation of blueprints, parts, and so on.

By continuing to delve into this arduous (and contentious) issue, a cross-functional team of managers tackled the Bill Of Materials rather than delegate that problem to a software vendor. By blending the team’s technical knowledge of the machines and progressive understanding of how the information hiccups across the development process, the team set upon redesigning the entire information flow within the development, production and procurement processes.

As a facilitator, how much do I have to know about an area targeted for improvement?

Information kaizen at Proditec (the heads of supply chain, production, optics, mechanics, HR and CEO) PRODITEC is one of the case companies in our new book The Lean Strategy by Dan Jones, Jacques Chaize, and Orry Fiume.

A deep understanding of the area is absolutely essential to lean – to a large extent, it is the whole point of lean: better observation and better discussion to deepen the understanding of what we do where and when. Without it, asking “why?” five times is pretty futile, as explains Toyota veteran Tatsuhiko Yoshimura:

As a facilitator, how much do I have to know about an area targeted for improvement?

I’ve had to learn his lesson myself the hard way. I was fascinated by Toyota’s lean approach at a supplier as they “made people before they made products,” and so committed to learn what Toyota meant by “making people.” It took me four or five years to reconcile myself to the idea that this simple sentence could only make sense in the context of “making products” – which is when I realized I had to grasp the engineering of the products I was looking at, and, in the end, drew out a radically different understanding of lean itself.

I know, this sounds very challenging. I’ve been where you’re standing, and it’s really tempting to think that “process skills” can add value – and to some small extent they can. But what really matters is intent: the intent to better see how people understand the products or services they put together and how to use the visible muda to deepen their technical understanding, so that they find innovative solutions to existing problems.

Don’t let yourself look at the finger rather than look at the moon the finger points to. Taiichi Ohno’s seven waste of overproduction, waiting, conveyance, overprocessing, inventory, motion, and correction are specific unnecessary operations that are wasteful in a work cycle – but there for a reason. This list is there to draw our attention to the technical causes of these wastes. Only a deeper technical understanding of the physical and engineering processes can lead us to eliminate these wastes as well as, often, getting lucky and discovering entire new ways of providing value.

FacebookTweetLinkedInPrintComment

Written by:

Michael Ballé

About Michael Ballé

Michael Ballé is co-author of The Gold Mine, a best-selling business novel of lean turnaround, and recently The Lean Manager, a novel of lean transformation, both published by the Lean Enterprise Institute. For the past 25 years, he has studied lean transformation and helped companies develop a lean culture. He is…

Read more about Michael Ballé

Leave a Comment Cancel reply

Your email address will not be published. Required fields are marked *

Related

WLEI podcast banner featuring the title 'Driving Continuous Improvement through Frontline Supervisors' with a subheading 'A Conversation with TRQSS President Mark Dolsen.' The banner includes the WLEI podcast logo on the left and a smiling portrait of Mark Dolsen on the right, set against a blue background.

Line Management

Driving Continuous Improvement through Frontline Supervisors: A Conversation with TRQSS President Mark Dolsen

Podcast by Mark Dolsen

The Value of Key Performance Indicators in a Lean Transformation

Line Management

The Value of Key Performance Indicators in a Lean Transformation

Article by Ernie Richardson and Tracey Richardson

The Long Journey to Lean Management

Executive Leadership

The Long Journey to Lean Management

Article by James (Jim) Womack, PhD

Related books

Daily Management to Execute Strategy: Solving problems and developing people every day

Daily Management to Execute Strategy: Solving problems and developing people every day

by Robson Gouveia and José R. Ferro, PhD

Toyota Way of Dantotsu Cover

The Toyota Way of Dantotsu Radical Quality Improvement (Paperback)

by Sadao Nomura

Related events

September 05, 2025 | Coach-led Online Program

The Lean Management Program

Learn more

September 12, 2025 | Coach-Led Online Course

Managing on Purpose with Hoshin Kanri

Learn more

Explore topics

Line Management graphic icon Line Management
Coaching graphic icon Coaching
Operations graphic icon Operations

Subscribe to get the very best of lean thinking delivered right to your inbox

Subscribe
  • Privacy Policy
  • Sitemap
  • LinkedIn
  • Twitter
  • YouTube
  • Instagram
  • Facebook

©Copyright 2000-2025 Lean Enterprise Institute, Inc. All rights reserved.
Lean Enterprise Institute, the leaper image, and stick figure are registered trademarks of Lean Enterprise Institute, Inc.

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Learn More. ACCEPT
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Non-necessary
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
SAVE & ACCEPT