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Business Performance System

A system of leading and managing. Business Performance System. TACL 2018. System of Leading and Managing?. “You’ve changed the way our teams work, but you haven’t changed how we lead. We don’t have the tools for this.” - Thedacare Intensive Care unit manager. Why a system?.

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Business Performance System

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  1. A system of leading and managing Business Performance System TACL 2018

  2. System of Leading and Managing? “You’ve changed the way our teams work, but you haven’t changed how we lead. We don’t have the tools for this.” -Thedacare Intensive Care unit manager

  3. Why a system?

  4. Lean, Six Sigma, Operational Excellence

  5. Overloaded?

  6. How do I do all this

  7. What help is offered

  8. Foundational Concepts Processes are managed People are led

  9. Management Style Dilbert said Management Style – we will call it System for Leading and Managing Improving the business is the focus of leaders

  10. System for Leading and Managing

  11. Goals of the System for Leading and Managing

  12. System for Leading and Managing Core Concepts Leaders begin each day assessing the status of the business… to see and anticipate issues

  13. System for Leading and Managing Core Concepts Teams solve problems methodically using a repeatable process

  14. System for Leading and Managing Core Concepts Problem solving Front line team Supervisors Managers

  15. Responsive and Responsible Responsive: showing positive response by reacting quickly or favorably to something, especially a suggestion or proposal Responsible: accountable to somebody for an action or for successfully carrying out a duty

  16. We work to close gaps

  17. Initial Elements of the System for Leading and Managing Status Reports – Status of the business discussion Team Huddle – Teach and practice PDSA

  18. Bottom Line

  19. What is NOT a status report?

  20. So what is a status report?

  21. What does a status sheet contain?

  22. What is the intent of the status sheet?

  23. Value of the Status Sheet

  24. What is the purpose of the status sheet questions? You are here

  25. The status sheet as a teaching tool

  26. Status Sheet Categories Safety Quality People Customer Service Cost Wrap Up: Priorities, Improvements, Celebrations

  27. A typical weekday morning…

  28. Status Sheets – Element of What Leaders Do

  29. Status Sheet Limits

  30. Daily Accountability If you can't walk a plant and understand the product flow and operations immediately, then the plant can't be run properly. Noel Goutard, Valeo

  31. What is Daily Accountability?

  32. What is the value of daily accountability?

  33. Activity before the daily accountability session Units collected per day over time? Safety issues? Data is collected and charted using manual, real-time methods

  34. Activity before the daily accountability session Labeled RBC Rec Tran PLT Cry Data is collected and charted using manual, real-time methods

  35. Activity before the daily accountability session What are the charts telling us? Are we winning or losing? Determining winning or losing requires some goal and metrics?

  36. Activity before the daily accountability session • What does an example chart look like for a selected metric? • Let’s make a chart for units labeled

  37. Activity before the daily accountability session It appears we are not hitting the goal for units labeled > 72 hrs - WHY

  38. Activity before the daily accountability session

  39. Activity before the daily accountability session

  40. But… How do I track things over time, don’t I need a computer system to do that for me?

  41. Monthly Measures Daily Measures Metrics Board Month to Date Pareto Chart Action Plan

  42. Empty form printed and posted in January Goal Data entered manually Metrics Board – Current Year To Date by Month

  43. Previous months stored behind current month in sheet protector Empty form printed and posted at the beginning of each month Goal Data entered manually Metrics Board – Current Month to Date by Day

  44. Performance Board Planned units Running units Use a performance board to collect data by hour This is a printed page underneath clear Plexiglas Easier to erase and maintain Easy to adjust if needed

  45. Performance Board Dated Checked and initialedhourly by center lead On track but a problem is still noted for process improvement Information transferred to Metrics board daily by center lead

  46. RBC_____ SDP______ P P P P P A A A A A P P P P P A A A A A P P P P P A A A A A P P P P P A A A A A P P P P A P A A A A P P P P P A A A A A P P A P P A A A P A P P P P A A A A A P P = Planned for hour A = Actual during hour Example Performance Board

  47. Daily Accountability Helps the Group You are here

  48. How do I get started? Make an initial draft of the status report for use in your area of influence Define how you know you are winning for one area and start monitoring using the daily accountability process As you learn, develop improvements and confirm they are getting better

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