LEAN ROADMAP
Implemenation advice from Jay Watson
Phase 1 (Get Ready): Planning for Improvement
Conduct a coaching session with Jay Watson on Managing Change to develop and deliver a clear strategy
for operational excellence. Start by taking a quick review of the Critical Success Factors required to
prepare your organization for the journey to lean thinking.
Understanding how to manage change requires careful thought and preparation of the leadership team. I
recommend the formation of a corporate or site level cross-functional steering committee, meeting once a
month. Members should read the first five chapters of
Lean Thinking and the following resources available
in paperback:
Leaning into Six Sigma;
All I Needed to Know About Manufacturing I Learned in Joe's Garage., and
Creating a Lean Culture. Purchase a couple of copies of each resource and share with all staff members and future Lean
leaders. Design and implement a Lean Leader Development Process.
Next, develop five to seven key performance metrics and a straightforward and simple Continuous Improvement
Plan, to begin your effort. Communicate your plan to everyone throughout the organization. Conduct an
operational excellence audit of your facilities. From the results, use the concepts of Hoshin Planning, and
a Lean Leader Development process over a six-month period to define and interject specific improvement
initiatives within your management process. Gain a greater understanding of the Role of the Operational
Excellence Champion(a FREE Lecture), and develop a mentoring process.
Conduct a coaching session with Jay Watson to practice mentoring
newly minted lean leaders and their Champions.
Phase II (Get set): Conducting a Pilot Program
Conduct a 5-day kaizen event, usually around a 5S effort. Use this as a train-the-trainer with a Lean
Leader / Facilitator from your facility and an outside consultant. Duplicate efforts in another location
without outside consultant. Evaluate lessons learned and best practice sharing. Implement an employee
suggestion system for individual contributors. Encourage submittal of ideas. Adopt and implement good ideas.
Thank people for their ideas.
Conduct a coaching session with Jay Watson on Instilling a Kaizen Culture.
Phase III (Go!): Team Problem Solving/ Skills Development
Send Lean Advocate(s) and five to eight Lean Team leaders to the Team
Facilitation/ Leadership session on how to conduct effective meetings and manage progress.
From 'Kaizen hopper' of items (problem areas) needing improvement, conduct Kaizen events or Lean/ Green Belt
projects around: 5S, VSM and Analysis of Waste, Kanban, Visual Management, TPM, Set-Up reduction et al. On
the very first project, send a Champion, a Lean Leader and the Lean Team members (5 to 7 participants) to
attend the 3-hour introductory Lean Team Workshop (Foundational Lean Thinking orientation).
Conduct a coaching session with Jay Watson on Promoting Kaizen Success to sustain the gains.
