An orientation to A3 Learning used to plan the local chapter of the Lean Construction Institute

1. LCI
Cascadia
Chapter
Planning
Mee4ng
Ma8
Horvat
April
27,
2010
Turner
Construc@on
•
Sea8le,
WA
April
29,
2010
CH2M
Hill
•
Portland,
OR
Friday, April 30, 2010 1

2. LCI
Cascadia
Chapter
Mee@ng
Agenda
Introduc@ons
&
Informal
Discussion
20
min
Overview
of
Cascadia
History
&
Current
10
min
Organiza@on
-­‐
Dace
(WA)
&
John
(OR)
Overview
of
A-­‐3
Process 20
min
Exercise
–
Using
the
A-­‐3
Process
to
60
min
Chart
Our
Future
Wrap
Up
&
+/-­‐
Discussion
10
min
Friday, April 30, 2010 2

3. LCI
Cascadia
Chapter
Tell
us...
• Name
• Role
&
Company
• In
what
ways
do
you
normally
work
with
others
• Experience
with
frameworks,
rou@nes,
guidelines
2 minutes
3
Friday, April 30, 2010 3

4. LCI
Cascadia
Chapter
Cascadia
Background
• One
of
the
First
LCI
Chapters
– Our
thanks
to
Robert
Blakey
&
Bob
Wells!
• Several
Events
over
Past
2.5
Years
– Chapter
Mee@ngs,
Training
Seminars,
Etc.
• Operated
with
Par@ally
Funded
Director
&
Support
Staff
– Great
for
most
of
us,
as
Robert
&
Myra
did
all
of
the
work!
• Rapid
Growth
of
LCI
Chapters
Led
to
More
Formal
Chapter
Organiza@on
• Currently
in
Transi@on
Stage
&
Ready
to
Gain
Momentum
Friday, April 30, 2010 4

5. LCI
Cascadia
Chapter
Board
of
Advisors
and
Interim
Roles
Kit
Burns BRB Craig
Green Turner
Arch
(Treasurer)
Jesse
Thompson PPI Robert
Blakey Strategic
Equity
(Communications Dir.) (Assisting BoA) Investments
Yong
Woo
Kim U
of
W Dace
Campbell BN
Builders
(Academic Link) (Program Director)
Kevin
Flannery BMWC
John
Strickland CH2M
HILL
(BoA Chairperson)
Jack
Avery
Sellen TBD
TBD
–
Owner TBD
–
Owner
Friday, April 30, 2010 5

6. LCI
Cascadia
Chapter
Charter
Statement
The
Cascadia
Chapter
of
the
Lean
Construc7on
Ins7tute
has
been
formed
to
further
the
LCI
mission
of
changing
the
common
sense
of
how
construc7on
projects
are
executed
by
owners,
design
professionals,
contractors
and
other
stakeholders.
We
believe
the
lean
philosophy
offers
a
perspec7ve
that
will
allow
us
to
see
and
avoid
the
piDalls
and
mistakes
that
have
been
taken
for
granted
for
many
years.
Cascadia
plans
to
contribute
to
this
mission
by
offering
a
local
forum
for
the
community
of
prac77oners
and
newcomers
to
share
ideas
and
to
promote
con7nuous
improvement
via
periodic
mee7ngs
and
presenta7ons.
Friday, April 30, 2010 6

7. LCI
Cascadia
Chapter
Select
BoA
Decisions
to
Date
• Create
a
“sales
free
environment”
at
local
chapter
mee@ngs
to
encourage
owners
to
a8end
• Defining
the
new
common
sense
is
really
the
work
of
na@onal
LCI
–
our
job
is
to
provide
a
local
outlet
and
forum
and
promote
lean
implementa@on
in
the
local
market
• Want
to
Recruit
2
owners
to
serve
on
board
of
advisors
–
one
from
PDX,
one
from
SEA
• Recommend
having
local
chapter
events
either
at
a
restaurant
where
the
room
is
free,
or
at
the
offices
of
one
of
the
members
that
has
adequate
space.
Should
rotate
the
hosts
if
we
go
that
route
Friday, April 30, 2010 7

8. A3:
A
Simple
and
Transparent
Learning
Process
April 27th & 29 For The Lean Construction Institute Cascadia
Chapter - Seattle, Washington & Portland, Oregon
8
Friday, April 30, 2010 8

9. LCI
Cascadia
Chapter
Overview
of
the
A3
Process
• Why
are
we
doing
this?
• Examples
• Process
Orienta@on
• Formapng
Pointers
and
Communica@on
Basics
• Resources
20 mins
9
Friday, April 30, 2010 9

10. LCI
Cascadia
Chapter
10
Friday, April 30, 2010 10

11. LCI
Cascadia
Chapter
Relevant
Philosophy
• Thoughqul
leaders
consider
long
term
impacts
• Learning
to
be
honest
• Everyone
together
• Where
you
are
going
• Bit
by
bit
(with
help)/Leadership
Development
through
coaching
• Recognize
&
remove
problems,
learn
and
share
11
Friday, April 30, 2010 11

12. LCI
Cascadia
Chapter
Examples
What do you notice?
12
Friday, April 30, 2010 12

13. LCI
Cascadia
Chapter
13
Friday, April 30, 2010 13

14. LCI
Cascadia
Chapter
14
Friday, April 30, 2010 14

15. LCI
Cascadia
Chapter
15
Friday, April 30, 2010 15

16. LCI
Cascadia
Chapter
16
Friday, April 30, 2010 16

17. LCI
Cascadia
Chapter
17
Friday, April 30, 2010 17

18. LCI
Cascadia
Chapter
18
Friday, April 30, 2010 18

19. LCI
Cascadia
Chapter
19
Friday, April 30, 2010 19

20. LCI
Cascadia
Chapter
Process
Orienta@on
General Scientific Method
1.
Define the question / make A3 Basic Thinking Pattern
observations 1.
Define the problem
2.
Gather information and facts 2.
Analyze the causes
3.
Form Hypothesis 3.
Set a goal
4.
Perform experiment and collect 4.
Implement the action items
data 5.
Verify the results
5.
Analyze data 6.
Follow up / Standardize
6.
Interpret data and draw conclusions
7.
Summarize results
20
Friday, April 30, 2010 20

21. LCI
Cascadia
Chapter
Formapng
Pointers
• Tell
a
story
with
graphics
&
pictures,
then
bulleted
lists.
No
paragraphs.
• Simplicity
necessitates
deep
understanding
• Expect
people
to
read
it
• Think
of
the
A3
as
a
cons@tu@on
• No
one
right
way
but
needs
reflec@ve
prac@@oner
approach
21
Friday, April 30, 2010 21

22. LCI
Cascadia
Chapter
Communica@on
Basics
• Discuss,
clarify,
support,
consensus
• Hear
and
consider
all
points
of
view
• Bash
everything
but
the
person
22
Friday, April 30, 2010 22

23. LCI
Cascadia
Chapter
Applica@ons
• Problem Solving - emphasizes solving
the problem
• Proposal - emphasizes recommended
actions to be taken
• Status - emphasizes update of current
situation of a project
23
Friday, April 30, 2010 23

24. LCI
Cascadia
Chapter
Example
Problem
Solving
summarize learnings of problem solving activity
Theme
Background Countermeasures
Current Condition
DO
Goal Effect Confirmation
PLAN
STUDY
Root Cause Analysis Follow Up Actions
ACT
Version, Author, Date, Signatures
24
Friday, April 30, 2010 24

25. LCI
Cascadia
Chapter
Example
Proposal PLAN
recommend policies, procedures, countermeasures, designs
Theme
Background Plan Details
Current Condition
Proposal Unresolved Issues
Analysis / Evaluation of Alternatives Implementation Schedule
Version, Author, Date, Signatures
25
Friday, April 30, 2010 25

26. LCI
Cascadia
Chapter
Example
Status
deliver update of work in progress
Theme
Background Results
Current Condition
STUDY
ACT
Remaining Issues / Action Items
Version, Author, Date, Signatures
26
Friday, April 30, 2010 26

27. LCI
Cascadia
Chapter
Key
Learning?
• A-3 is more than the size of the paper
• A-3 is a negotiation or consensus-building tool
used to "sell" an idea, It "informs" others that will be
affected .
• A3 has 3 formats : problem solving, proposal and
status.
• Know your audience! Use language they will
understand.
• Communicating the Toyota way is an educational
process for you and your colleagues.
27
Friday, April 30, 2010 27

28. LCI
Cascadia
Chapter
Resources
Register at:
sloanreview.mit.edu to
download for free
28
Friday, April 30, 2010 28

29. LCI
Cascadia
Chapter
Resources
Managing to Learn:
Using the A3
Management Process to
Solve Problems, Gain
Agreement, Mentor, and
Lead by John Shook
29
Friday, April 30, 2010 29

30. LCI
Cascadia
Chapter
Resources
Understanding A3
Thinking: A Critical
Component of Toyota's
PDCA Management
System by Durward K.
Sobek II., Art Smalley
30
Friday, April 30, 2010 30

31. LCI
Cascadia
Chapter
Resources
Getting the Right Things
Done: A Leader's Guide to
Planning and Execution by
Pascal Dennis
31
Friday, April 30, 2010 31

32. LCI
Cascadia
Chapter
Resources
A3 Problem Solving for
Healthcare: A Practical
Method for Eliminating
Waste by Cindy
Jimmerson
32
Friday, April 30, 2010 32

33. LCI
Cascadia
Chapter
Ma8
Horvat
PE
• Project
Coach
at
Lean
Project
Consul@ng
• (602)
618-­‐1442
• mhorvat@leanproject.com
33
Friday, April 30, 2010 33

34. LCI
Cascadia
Chapter
S@cky
Note
Ac@on
Planning
• Verb
&
Noun
• Post
your
3
best
• Write
big
34
Friday, April 30, 2010 34

35. LCI
Cascadia
Chapter
LCI
Cascadia
Problem
Solving
summarize learnings of problem solving activity
Theme
Background Proposal & Plan
Determine
why
to
have
a
chapter
Plan
ac@vi@es
and
events
to
meet
Current Condition regional
goals
and
objec@ves
Goal Effect Confirmation
Establish
regional
goals
and
objec@ves
Establish
metrics
to
determine
achievement
that
support
LCI
and
Chapter
missions of
realis@c
goals
and
objec@ves
Root Cause Analysis Follow Up Actions
35
Friday, April 30, 2010 35