Understand how to select and apply the appropriate tool for a given situation
You can use Lean tools in different orders depending on your needs and goals. The important thing is to understand how each tool works and how it can help you achieve continuous improvement in your processes.Poka Yoke is a Lean tool that helps prevent errors or mistakes from occurring during production. It involves designing products or processes in a way that makes it difficult or impossible to make a mistake. For example, a car manufacturer might use poka yoke by designing the gas cap to only fit on one side of the car to prevent drivers from accidentally filling up on the wrong side.
Poka Yoke is a way of making sure you don’t make mistakes or errors when you do something. It is a way of making processes or products that stop, fix, or show you the mistakes as they happen. Poka Yoke was made by Shigeo Shingo, who worked at Toyota, a car company.
Poka Yoke can help you avoid mistakes and errors in anything you do. Some examples of Poka Yoke are:
A car that makes you press the brake before you change gears.
A SIM card that fits only one way in your phone.
A computer program that shows you the wrong words when you type.
Poka Yoke can be done in five steps:
Find out what the mistake is and why it matters to avoid it.
Find out why the mistake happens and how to know the reasons.
Think of ways to stop or catch the mistake using one of these ways: making sure something fits only one way, setting a limit or a target, or following a sequence of steps.
Try your idea and see if it works well.
Use your idea and check if it is working well.
Poka Yoke is a good way to make things better and save time and money in anything you do. It helps you not make mistakes and make your customers happy.
Before you use poka yoke, you should ask yourself these questions:
What is the mistake that you want to avoid and why is it important to avoid it?
Why does the mistake happen and how can you find out the reasons?
How can you stop or catch the mistake using one of these ways: making sure something fits only one way, setting a limit or a target, or following a sequence of steps?
How can you test your idea to see if it works well?
How can you put your idea into practice and check if it is working well?
When should you use poka yoke in your process or situation?
What are the good and bad things about using poka yoke?
These questions can help you use poka yoke well and make your processes and systems better.
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Hoshin Kanri is a way of planning and doing things that helps a company achieve its big goals. It makes sure that everyone in the company knows what the goals are and how to work on them. It also checks how well the company is doing and how to make things better.
Hoshin Kanri is a strategic framework for implementing Lean principles and practices across the enterprise. It translates to “policy management” or “compass management” in Japanese. It enables the organization to align its functions and activities with its strategic objectives, both vertically and horizontally. It also fosters the development of organizational capability through the strategic delegation of responsibility. Hoshin Kanri follows a 7-step process that consists of developing a strategic plan, defining key objectives, cascading the objectives into annual goals, deploying the goals throughout the organization, executing the plan, reviewing the progress monthly and annually, and applying continuous improvement tools such as catchball and PDCA. Hoshin Kanri ensures that everyone in the organization is aware of the goals and how to contribute to them, and that the organization can enhance its performance and competitiveness.
Hoshin Kanri is a way of making plans and doing things that helps you and your team reach your big dreams. Here are some steps you need to take:
Think about what you want to do and why you want to do it. This is your vision and mission, which are your big dreams and how you want to make them come true.
Think about what you need to do in the next few years to get closer to your big dreams. These are your breakthrough objectives, which are the important goals that will make a big difference for you and your team.
Think about what you need to do this year to work on your breakthrough objectives. These are your annual objectives, which are your smaller goals that you can measure and check.
Share your annual objectives with your team and make sure everyone knows what they have to do and how it helps your big dreams. This is called deploying your objectives, which means spreading them out to different people and groups.
Start working on your tasks and projects that are related to your objectives. Use tools like catch ball and PDCA to keep track of how you are doing and make changes if needed. Catchball is when you talk to your team members and give each other feedback and ideas. PDCA is when you plan what to do, do it, check how it went, and act on what you learned.
Every month, look at how well you are doing with your objectives and see if there are any problems or things you can do better. This is called performing monthly reviews, which means looking back at your work and finding ways to improve.
At the end of the year, look at everything you have done and see what you have achieved and what you have learned. This is called performing annual reviews, which means looking at the big picture and celebrating your successes, and learning from your mistakes.
By following these steps, you can use Hoshin Kanri to make plans and do things that help you and your team reach your big dreams.
Before using Hoshin Kanri, you might want to ask yourself and your team some questions, such as:
What is our vision and mission? What are our long-term dreams and how do we want to make them come true?
What are our breakthrough objectives? What are the most important goals that we need to achieve in the next few years to get closer to our vision and mission?
What are our annual objectives? What are the specific and measurable goals that we need to achieve this year to support our breakthrough objectives?
How can we deploy our objectives throughout the organization? How can we share our goals with different people and groups and make sure they understand how their work contributes to the overall strategy?
How can we execute our objectives? What are the tasks and projects that we need to work on to reach our goals and how can we use tools like catchball and PDCA to monitor and adjust our progress?
How can we perform monthly reviews? How can we measure and evaluate our performance against our objectives and identify any gaps or issues that need to be addressed?
How can we perform annual reviews? How can we conduct a comprehensive assessment of our achievements and challenges and learn from our successes and failures?
By asking these questions, you can prepare yourself and your team for using Hoshin Kanri effectively.
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Andon : When something goes wrong or needs attention in the production process, Andon is a system that uses visual signals to alert the workers. It is a way of managing visually.
Andon is a way of telling people what is happening in a place where things are made. It uses different colors of lights to show if everything is okay or if there is a problem. For example, green means everything is good, yellow means someone needs help, and red means something is wrong and needs to be fixed. Andon helps people work better and make good things.
Steps to use Andon:
Decide what kinds of problems need to be shown by Andon and how to find them.
Make the Andon system with ropes, lights, and signs that are easy to reach and see.
Teach the workers how to use the Andon system and what each color means.
Tell the workers to pull the rope or push the button whenever they have a problem or need help.
Go quickly to the workers who use the Andon system and help them fix the problem or check the thing they made.
Stop making things if the problem is too hard to fix or if it makes the thing bad or unsafe.
Think about why the problems happen and how to stop them from happening again.
Before using Andon, you might want to ask yourself and your team some questions, such as:
Why do you want to use Andon in making things?
What kinds of problems do you need to show by Andon?
How will you make the Andon system (rope, light, sign) easy and clear for the workers?
How will you teach and help the workers to use the Andon system and fix the problems?
How will you check and make the Andon system better?
By asking these questions, you can prepare yourself and your team for using Andon effectively.
Coaching Templates - Click here
Kanban is a Lean technique for managing inventory and workflow. It involves using visual signals, such as cards or boards, to signal when items need to be restocked or when tasks need to be completed. For example, a restaurant might use a kanban board to track orders and ensure that all the necessary ingredients are in stock.
Kanban is a way of doing your work better. Kanban helps you see your work, do your work, and make your work better.
Kanban came from a car company called Toyota in Japan. They wanted to make cars faster and better by using less stuff. They used cards to tell each other what they needed and when they needed it. The word “kanban” means “card” in Japanese.
Kanban uses a board with cards to show your work and how you do it. Each card is something you need to do, like a homework or a project. The cards are moved on the board as you do them.
A kanban board usually has three parts: To Do, Doing, and Done. But you can change the board to fit your work and how you do it. For example, you can add more parts for different steps or things you need to do, like Plan, Write, Check, etc.
A good thing about kanban is that it helps you focus on one thing at a time. This means you don’t have too many things to do at once, which can make you confused or stressed. You can decide how many things you can do at each part of the board and stick to it. For example, if you can only do 3 things at Doing, then you have to finish one of them before you start a new one.
To use kanban well, you need to follow some simple rules and tips:
See your work: Use a kanban board to show your work and how you do it. Make sure you and others can see and use the board.
Do your work: Do the most important things first and finish them before you start new ones. Don’t start too many things at once.
Make your work better: Watch how your work moves on the board and see how long it takes and how well it goes. Find and fix any problems or delays that make your work harder or slower.
Know your work: Make clear rules and expectations for each part of your work and tell them to others who help you or need your work. For example, say what you need to do before you move a card to the next part.
Learn from your work: Ask for and give feedback on your work and how you do it often. Use feedback to make your work better and make others happy.
Improve with others: Work with others in your team or class to find ways to make your work better and easier. Use facts and data to help you decide what to change.
Kanban is a useful and fun way of doing different kinds of work and things. Some examples of where kanban can be used are:
Making software: Kanban can help people who make software do it faster and better by showing their work, doing their work, and making their work better.
Making things: Kanban can help people who make things like cars or toys do it faster and better by using less stuff, making less waste, and making better quality things.
Helping people: Kanban can help people who help others like teachers or doctors do it faster and better by showing their requests, doing their requests, and making their requests better.
Doing things: Kanban can help you do your personal tasks and projects like homework or hobbies by showing your goals, doing your work, and making your work better.
Before using kanban, you should ask yourself and your team some questions to make sure that kanban is used in the right way. Some of these questions are:
Why do you want to use kanban? How will it help you do your work better and make your customers or people who need your work happy?
How do you do your work now? How do you know if you are doing it well or not?
What are the things you need to do to finish your work? How do you show and tell them to others?
Who are the people in your team? What do they do and how do they work together?
What are the rules and expectations for your work? How do you show and tell them to others?
What are the problems or difficulties of your work? How do you find and fix them?
How will you make and use your kanban board? What will you use to make it, like paper, cards, magnets, etc.?
How will you decide how many things you can do at each part of your board? How will you follow this decision?
How will you watch and check your work on the board? What will you use to measure and see how fast and well you are doing it?
How will you ask for and give feedback on your work? How often and how will you get and use feedback?
How will you make your work better with others? How often and how will you look at and change your work?
By asking these questions, you can make sure that kanban is used in the right way to make your work better and easier.
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PDCA is used for testing and implementing changes in a process.
Plan: Strategize (In Agile: Planning)
Do: Implement (In Agile: Sprint)
Check: Evaluate (In Agile: Review)
Act: Standardize or improve (In Agile: Retrospective)
PDCA is a way of making your work better by trying new things and seeing what works. It has four steps that you can remember by the letters PDCA. They are:
Plan: This means you think of a problem you want to solve or a goal you want to achieve. You also think of a way to solve the problem or achieve the goal. You write down your plan and what you expect to happen. For example, if you want to get better grades in math, you can plan to study more every day and do more practice problems.
Do: This means you do what you planned to do. You follow your plan and see what happens. You also record what you do and what happens. For example, if you planned to study more math every day, you do that and see if your grades improve.
Check: This means you look at what happened and compare it to what you expected to happen. You see if your plan worked or not. You also look for any problems or mistakes that happened. For example, if you planned to get better grades in math by studying more, you check your test scores and see if they are higher or lower than before.
Act: This means you act on what you learned from checking. You decide what to do next based on your results. You can either keep doing what you did, change something in your plan, or try something new. You also think of ways to make your work better and easier. For example, if you got better grades in math by studying more, you can act by continuing to study more or finding a study partner or a tutor.
PDCA is a way of making your work better by trying new things and seeing what works. You can use it for any kind of work or study that you do. Here are some examples of how PDCA can help you:
Making things: If you want to make something, like a cake or a toy, you can use PDCA to make it faster and better. You can plan what ingredients or materials you need and how to put them together. You can do what you planned and see how your cake or toy turns out. You can check if your cake or toy looks good and works well. You can act by keeping what works and changing what doesn’t. You can also think of ways to make your cake or toy more delicious or fun.
Taking care of people: If you want to take care of someone, like a friend or a pet, you can use PDCA to take care of them better. You can plan what they need and want and how to give it to them. You can do what you planned and see how they feel. You can check if they are happy and healthy. You can act by keeping what makes them happy and healthy and changing what doesn’t. You can also think of ways to make them more comfortable or loved.
Learning new things: If you want to learn something new, like a language or a skill, you can use PDCA to learn it easier. You can plan what you want to learn and how to learn it. You can do what you planned and see how much you learn. You can check if you understand and remember what you learned. You can act by keeping what helps you learn and changing what doesn’t. You can also think of ways to make your learning more fun or effective.
Plan
This means you ask yourself what you want to fix or do better. You also ask yourself how you will fix it or do it better. Some questions to ask are:
What is the thing I want to fix or do better?
Why is it important? How do I do it now?
How can I do it differently?
What do I think will happen?
How will I know if it works?
Do
This means you do what you planned to do. You follow your plan and see what happens. You also write down what you do and what happens. Some questions to ask are:
Who will try a new way or a new thing?
How will they try it safely and carefully?
How will they write down what they do and what happens?
Check
This means you look at what happened and compare it to what you thought would happen. You see if your plan worked or not. You also look for any problems or mistakes that happened. Some questions to ask are:
What did I learn from trying a new way or a new thing?
Did it fix the thing or make it better?
Did it cause any new problems or mistakes?
How does it compare to the old way of doing things?
Act
This means you act on what you learned from checking. You decide what to do next based on your results. You can either keep doing what you did, change something in your plan, or try something new. You also think of ways to make your work better and easier. Some questions to ask are:
What should I do next based on what I learned?
Should I keep doing it, change it, or stop it?
How can I make it better or easier?
How can I share what I learned with others?
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5S is a Lean tool that helps improve organization and efficiency in the workplace. It involves five steps: Sort, Set in Order, Shine, Standardize, and Sustain.
The 5S comes from the Japanese words Seiri (Sort), Seiton (Set in order), Seiso (Shine), Seiketsu (Standardize), and Shitsuke (Sustain)
5S is good for you because it can make your work better in many ways, like:
Less Waste: 5S can help you save things and not do things wrong by getting rid of things you don’t need. For example, if you have a lot of paper and pencils, you can use only what you need and recycle the rest.
More Space: 5S can help you have more room for your work by taking away things that are not for your work. For example, if you have toys or clothes on your desk, you can put them in another place.
Better Maintenance: 5S can help you look after your things and make them work well by cleaning them and checking them often. For example, if you have a bike or a computer, you can wipe them and see if they are working well.
Safer Work: 5S can help you avoid getting hurt or hurting others by taking away things that are dangerous or in the way. For example, if you have sharp or heavy things on the floor, you can put them in a safe place.
Happier Workers: 5S can help you feel good and want to work more by making your work place nice and neat. For example, if you have a colorful and clean desk, you can feel happy and pay attention to your work.
Higher Quality: 5S can help you make your work better by making it easy to see and fix problems. For example, if you have a clear and organized paper, you can see if there are any mistakes and correct them.
5S is a way of making your work area neat and tidy. It has five steps that start with the letter S. They are:
Sort: This means you look at everything in your work area and decide what you need and what you don’t need. You keep the things you need and get rid of the things you don’t need. For example, if you have a desk with a lot of papers, pens, books, and toys, you can sort them by keeping the papers and pens you use for your work, and throwing away or donating the ones you don’t use. You can also put the books on a shelf and the toys in a box.
Set In Order: This means you arrange the things you need in a way that makes sense and is easy to find. You can use labels, colors, or shapes to help you remember where things are. For example, if you have a drawer with different kinds of tools, you can set them in order by putting the scissors in one section, the rulers in another section, and the glue sticks in another section. You can also label each section with a word or a picture.
Shine: This means you keep your work area clean and check it often. You can use a cloth, a brush, or a spray to wipe away dust, dirt, or stains. You can also look for any problems or damages that need to be fixed. For example, if you have a computer in your work area, you can shine it by cleaning the screen, the keyboard, and the mouse. You can also check if the wires are plugged in properly and if the software is working well.
Standardize: This means you make some rules or steps for doing the 5S system. You can write them down or draw them on a poster. You can also ask other people to follow them. This helps everyone to do the same thing and not forget anything. For example, if you share your work area with other students, you can standardize it by making a list of things to do before and after using the work area. You can also put the list on the wall or on the desk.
Sustain: This means you keep doing the 5S system and make it better over time. You can check your work area regularly and see if there is anything you can improve. You can also ask for feedback from other people and learn from their ideas. This helps you to keep your work area neat and tidy and make your work easier and faster. For example, if you have been doing the 5S system for a month, you can sustain it by looking at your work area and seeing if there is anything you can change or add. You can also ask your teacher or your classmates for their opinions and suggestions.
5S is a good way to make your work area neat and tidy. It can help you in any kind of work or study that you do. Some examples of 5S are:
Making things: 5S can help you make things faster and better by reducing waste, making your workflow smoother, and preventing mistakes.
Taking care of people: 5S can help you take care of people better by improving their health, safety, and comfort.
Learning new things: 5S can help you learn new things easier by creating a good environment, keeping you focused, and making your teacher happy.
Sort
This means you ask yourself what things you need and what things you don’t need for your work. Some questions to ask are:
What do I use this thing for?
When was the last time I used it?
Do I use it a lot or a little?
Does anyone else use it?
Set In Order
This means you ask yourself where to put the things you need and how to name them. Some questions to ask are:
Where is a good place to put this thing?
How can I make it easy to see and get?
What word or picture can I use to name it?
Shine
This means you ask yourself how to make your work area clean and look at it often. Some questions to ask are:
How can I make this thing or place clean?
What do I need to make it clean?
How often do I need to make it clean?
What problems or breaks do I need to find and fix?
Standardize
This means you ask yourself how to make some rules or steps for doing the 5S system. Some questions to ask are:
How can I write down or draw the rules or steps for 5S?
Where can I put them so everyone can see them?
How can I make sure everyone does them?
Sustain
This means you ask yourself how to keep doing the 5S system and make it better over time. Some questions to ask are:
How can I look at my work area often and see if there is anything I can make better?
How can I ask for help from other people and learn from their ideas?
How can I be happy about my work and want to do more?
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Gemba is a word from Japan that means “the place where things happen”. It is used to talk about the place where you make something or do something. Gemba walks are when you go and see what is happening at the gemba and learn from it. Gemba walks can help you find ways to make things better, faster, and easier. Gemba walks can also help you work well with others and reach your goals.
Gemba is a word that means “where things happen”. For example, if you are making a cake, the gemba is the kitchen. If you are playing soccer, the gemba is the field. Gemba is important because it helps you see what is really going on and how you can make things better. You can go to the gemba and watch, ask questions, and learn. This is called a gemba walk. A gemba walk can help you find problems and solve them.
A gemba walk is when you go and see how things are done and how you can make them better. Sometimes, people make mistakes when they do Gemba walks. Here are some mistakes to avoid:
Don’t blame the people who do the work. They are not the problem. The problem is how the work is done. You should watch and learn how the work is done and how it can be easier and faster.
Don’t change anything right away. You should think carefully before you change anything. You should also write down what you want to change and why. You should also talk to the people who do the work and ask them what they think.
Don’t keep secrets about why you do Gemba walks. You should tell the people who do the work what you are doing and why. You should also tell them how they can help you and how gemba walks can make things better for everyone.
Don’t do Gemba walks at the same time and place every time. You should go and see different things at different times. You should also go and see different places where things are done. This will help you see the whole picture and how everything works together.
A Gemba walk is when you go and see how things are done and how you can make them better. To do a good gemba walk, you can do these things:
Make a plan. You should know what you want to see and learn. You should also know where to go and what to ask.
Prepare the team. You should tell the people who do the work what you are doing and why. You should also be nice and friendly to them.
Walk along the value stream. You should follow the steps that make something or do something for someone. You should see how each step helps and how they work together. You should also look for any problems or wastes that might make things harder or slower.
Write down what you see. You should take notes of what you notice and learn during the Gemba walk. You can also use tools like lists, pictures, or videos to help you remember.
Don’t give feedback during the walk. You should not stop work or change anything during the Gemba walk. You should also not tell people what to do or how to do it better. You should use the Gemba walk to listen and learn, not to teach or talk.
Focus on the process, not the people. You should remember that the main goal of the Gemba walk is to understand and improve how things are done, not to check or blame the people who do them. You should respect people’s skills and knowledge and ask questions to learn from them.
Follow up. You should look at your notes and data after the Gemba walk. You should find any ways to make things better or easier. You should also share what you found and learned with the people and work with them to make any changes.
A Gemba walk is when you go and see how things are done and how you can make them better. You should do gemba walks often and regularly to see the changes and improvements. How often you do Gemba walks may depend on what you want to achieve and how your team works.
Before you start a Gemba walk, you should think about these questions:
What do you want to see and learn from your Gemba walk?
Where do you want to go and who do you want to talk to?
What do you want to ask and what do you want to know?
How will you tell the people what you are doing and why?
How will you write down what you see and learn during the Gemba walk?
How will you share what you found and learned after the Gemba walk?
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Jidoka is a way of making machines smarter and safer. It means that machines can stop by themselves when something goes wrong. It also means that workers can fix the problem and prevent it from happening again. Jidoka helps to improve quality and productivity.
Jidoka means making machines smarter and safer. Jidoka means that machines can stop by themselves when something goes wrong. It also means that workers can fix the problem and stop it from happening again. Jidoka helps to make things better and faster.
Jidoka was made by Sakichi Toyoda, who made a machine that could stop when a thread broke. This saved time and materials and let one worker use many machines. Jidoka is one of the main ideas of the Toyota Production System, which is a way of making things with less waste.
Jidoka has four main parts:
Finding the problem. The machine or the worker can tell when something is wrong, such as a mistake, a break, or an error.
Stopping the work. The machine or the worker can stop the work right away to avoid more damage or waste.
Fixing the problem. The worker can fix the problem or correct the error as soon as possible.
Finding out why and how to stop it. The worker and the manager can find out why the problem happened and how to stop it from happening again
Jidoka is a way of making machines smarter and safer. It means that machines can stop by themselves when something goes wrong. It also means that workers can fix the problem and stop it from happening again. Jidoka helps to make things better and faster.
To do Jidoka, you can do these things:
Find the problem: You or the machine can tell when something is wrong, such as a mistake, a break, or an error. For example, if you are making cookies and the oven is too hot, you or the oven can notice that the cookies are burning.
Stop the work: You or the machine can stop the work right away to avoid more damage or waste. For example, if you see that the cookies are burning, you or the oven can turn off the heat and stop baking.
Fix the problem: You can fix the problem or correct the error as soon as possible. For example, if the cookies are burned, you can throw them away and make new ones with the right temperature and time.
Find out why and how to stop it: You and your manager can find out why the problem happened and how to prevent from happening again. For example, you can check if the oven is working properly and if the recipe is correct. You can also make changes to avoid burning the cookies in the future.
To do Jidoka, you need to ask questions that can help you find and fix problems in how things are done. Some questions you can ask are:
What should I do and how should I do it?
How can I check if I am doing it right?
What should I do if I find a mistake or a problem?
How can I stop the work safely and quickly when a mistake or a problem happens?
How can I fix or correct the mistake or problem as soon as possible?
How can I find out why the mistake or problem happened and how to stop it from happening again?
How can I share what I learned and improved with others?
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Heijunka means making things smooth and balanced. Heijunka helps to make different things in the same amount, and avoid making too much or too little of something.
Heijunka is a way of making things better and faster. It means that you make things only when someone wants to buy them and not when you think they will want them. It also means that you make different things in small amounts and not the same thing in big amounts. This helps to avoid making too much or too little of something. Heijunka is one of the main ideas of the Toyota Production System, which is a way of making things with less waste.
Heijunka started as a way of making fabrics better by Toyota. It was made by Kiichiro Toyoda, who made a machine that could make different kinds of fabrics in small amounts. This saved time and materials and let one worker use many machines. Heijunka is now used in many places and businesses to make things better and faster.
To use Heijunka, you need to make your work even by amount and kind. This means that you make small groups of different things in an order that matches what people want and avoids making too much or too little. You also need to change your tools and machines quickly and easily, so that you can switch between different things without wasting time. This can be done by using some smart tricks.
Heijunka can help you make your work better, use less materials, earn more money, and have less problems.
For example, imagine you are making cookies for a bake sale at school. You have three kinds of cookies: chocolate chip, oatmeal raisin, and peanut butter. You know that some people like different kinds of cookies more than others, and you don’t want to run out of any kind or have too many leftovers. You also have only one oven and one baking tray, so you can only make one kind of cookie at a time.
If you use Heijunka, you would make small batches of different kinds of cookies in a sequence that matches what people want. For example, you might make 6 chocolate chip cookies, then 4 oatmeal raisin cookies, then 2 peanut butter cookies, then repeat the cycle. This way, you would have a variety of cookies ready for the bake sale, and you would not have too much or too little of any kind.
You would also change your tools and machines quickly and easily, so that you can switch between different kinds of cookies without wasting time. For example, you might use parchment paper on your baking tray, so that you can just slide off the cookies and put on a new sheet with the next batch. You might also use the same measuring cups and spoons for all the ingredients, so that you don’t have to wash them every time.
Heijunka would help you make your cookies better, use less ingredients, earn more money from the bake sale, and have less problems with your customers.
Some possible questions to ask in a simple way prior using Heijunka are:
What do people want and need from us?
How can we know and track what people want and how much they want?
What are the steps and resources we use to make our things?
How can we change our tools and machines faster and easier?
How can we make the right amount and kind of things that people want?
How can we check and see if Heijunka works for us?
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SMART goals are goals that are clear, easy to track, and realistic. SMART stands for:
Specific: You know exactly what you want to do and how to do it.
Measurable: You can measure your progress and success with numbers or facts.
Achievable: You have the ability and resources to reach your goal.
Relevant: Your goal matters to you and your bigger purpose.
Time-bound: You have a deadline or a time frame for your goal.
SMART goals can help you focus on what is important, stay motivated, and achieve your dreams.
Specific: You know exactly what you want to do and how to do it. You answer questions like who, what, where, when, and why. For example, instead of saying “I want to read more books”, you say “I want to read one book every month about history or science”.
Measurable: You can measure your progress and success with numbers or facts. You answer questions like how much, how many, or how will I know. For example, instead of saying “I want to be healthier”, you say “I want to eat five servings of fruits and vegetables every day and exercise for 30 minutes three times a week”.
Achievable: You have the ability and resources to reach your goal. You answer questions like can I do it, what do I need, or who can help me. For example, instead of saying “I want to be a famous singer”, you say “I want to take singing lessons and join a choir or a band”.
Relevant: Your goal matters to you and your bigger purpose. You answer questions like why is it important, what will it do for me, or how does it fit with my other goals. For example, instead of saying “I want to learn French”, you say “I want to learn French because I love the culture and I want to travel to France someday”.
Time-bound: You have a deadline or a time frame for your goal. You answer questions like when will I start, when will I finish, or how long will it take. For example, instead of saying “I want to save money”, you say “I want to save $1000 by the end of the year”.
SMART goals can be used in to focus on anything and everything. The modern version of SMART Goals is also known as OKR's, few examples in which you can use SMART goals:
Personal development: You can use SMART goals to improve your skills, knowledge, or habits. For example, you can set a SMART goal to learn a new language, play an instrument, or meditate every day.
Career advancement: You can use SMART goals to achieve your professional aspirations, such as getting a promotion, changing jobs, or starting a business.
Project management: You can use SMART goals to plan and execute your projects, such as launching a new product, organizing an event, or creating a website.
Health and fitness: You can use SMART goals to improve your physical and mental well-being, such as losing weight, quitting smoking, or reducing stress.
Financial management: You can use SMART goals to manage your money better, such as saving for a vacation, paying off debt, or investing for retirement.
SMART goals can help you with any kind of work or study that you do. They can help you focus on what is important, stay motivated, and achieve your dreams
Some questions you can ask to make sure you use SMART goals the right way are:
Specific
You know exactly what you want to do and how to do it. You answer questions like who, what, where, when, and why. For example, instead of saying “I want to read more books”, you say “I want to read one book every month about animals or planets”.
Some questions to ask are: What do I want to do?
Why do I want to do it?
Who will help me or do it with me?
Where will I do it?
What do I need to do it?
Measurable
You can measure your progress and success with numbers or facts. You answer questions like how much, how many, or how will I know. For example, instead of saying “I want to be healthier”, you say “I want to eat three fruits and two vegetables every day and play outside for 20 minutes after school”. Some questions to ask are:
How will I know how well I am doing?
How will I know if I have done it?
What will show me that I have done it?
Achievable
You have the ability and resources to reach your goal. You answer questions like can I do it, what do I need, or who can help me? For example, instead of saying “I want to be a famous singer”, you say “I want to take singing lessons and join the school band”. Some questions to ask are:
Can I do it?
What do I need to do it?
Who can help me or teach me?
Relevant
Your goal matters to you and your bigger purpose. You answer questions like why is it important, what will it do for me, or how it fit with my other goals. For example, instead of saying “I want to learn French”, you say “I want to learn French because I love the culture and I want to travel to France someday”. Some questions to ask are:
Why is this goal important to me?
What will it help me with?
How does it go with my other goals?
Time-bound
You have a deadline or a time frame for your goal. You answer questions like when will I start, when will I finish, or how long will it take. For example, instead of saying “I want to save money”, you say “I want to save $100 by the end of the month”. Some questions to ask are:
When will I start doing it?
When will I finish doing it?
How much time will I need?
Do I need to hurry?
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Root cause analysis (RCA) is a way of finding out the main reasons why something good or bad happened. It helps us to make things better or stop things from going wrong again by changing what we do or how we do it.
For example, if you are sick and throwing up, you might go to a doctor and ask them to find out why you are sick. They might do some tests and find out that you have some bad germs in your stomach that need medicine. If you just stay home with a bucket, you are only making yourself feel better for a while, but not getting rid of the bad germs.
RCA can be used for many kinds of things, such as accidents, mistakes, problems, or good results. It can help us to understand how and why something happened, and what we can do to make it better or worse.
It can help us to solve problems or improve things more effectively and permanently, instead of just dealing with the symptoms or effects.
It can help us to prevent problems from happening again or reduce the chances of them happening.
It can help us to learn from our experiences and understand the causes and consequences of our actions or decisions.
It can help us to improve our communication and collaboration with other people who are involved or affected by the problem or the solution.
It can help us to save time, money, resources, or reputation by avoiding or fixing problems before they become bigger or worse.
It can be difficult to find the root causes of a problem, especially if there are many possible causes or if the problem is complex or unclear.
It can be challenging to collect and analyze the data or evidence that supports or rejects the possible causes.
It can be time-consuming and resource-intensive to do RCA, especially if the problem is urgent or important.
It can be risky to implement solutions or actions that address the root causes, especially if they involve significant changes or uncertainties.
It can be hard to get the support or cooperation of other people who are involved or affected by the problem or the solution, especially if they have different opinions or interests.
Do you think these challenges are worth overcoming?
Just in case you agree that RCA can be very useful and beneficial, even if it can be hard sometimes. It can help us to improve our processes, systems, products, services, or outcomes in the long run. It can also help us to grow our skills, knowledge, and confidence as problem solvers.
There are different techniques for root cause analysis for beginners that can assist you in discovering the main reasons why something positive or negative occurred. Some of the common techniques are:
Brainstorming: This technique involves generating as many ideas as possible about the potential causes of a problem, without judging or evaluating them. You can use a group of people who have different perspectives and knowledge about the problem and record all the ideas on a board or a paper. Then you can sort, group, or prioritize the ideas based on their relevance, importance, or evidence.
Fishbone/Ishikawa diagram: This technique involves drawing a diagram that resembles a fishbone, with the problem at the head and the potential causes at the bones. You can use categories such as people, equipment, materials, methods, environment, or measurement to organize the causes. Then you can analyze each cause and determine which ones are the most probable or significant.
5 Whys: This technique involves asking “why” five times (or more) to get to the root cause of a problem. You start with the problem and ask why it occurred. Then you take the answer and ask why it occurred. You repeat this process until you reach a cause that cannot be further reduced.
Pareto chart: This technique involves using a bar chart and a line graph to show the frequency or impact of different causes of a problem. You can use data or evidence to measure each cause and rank them from highest to lowest. Then you can use the 80/20 rule to identify the 20% of causes that account for 80% of the problem.
There are different ways of doing RCA, depending on the thing we want to find out. Some common steps are:
1. Say what the thing is and get some facts or clues about it.
2. Think of all the possible reasons that could have made the thing happen.
3. Find out which reasons are the most important or serious.
4. Think of some ways to fix or avoid the important or serious reasons.
5. Do the things we thought of and see if they work.
RCA can be done by one person or by a group of people who know different things about the thing we want to find out. It is important to be careful, honest, and use facts when doing RCA. It is also important to tell other people what we found out and what we can do about it.
RCA can help us to learn from what we do well or badly, and to make smarter choices in the future. It can also help us to stop things from going wrong again or to make good things happen more often
Practicing RCA can help you to apply the concepts and methods to real or hypothetical situations. It can also help you to develop your critical thinking, creativity, and communication skills.
There are different ways to practice RCA, such as:
Doing case studies or exercises that present a problem or a scenario and ask you to find the root causes and suggest solutions.
Doing simulations or role plays that involve acting out a problem or a solution with other people and using RCA tools or techniques.
Doing projects or assignments that require you to use RCA to analyze a problem or an opportunity in your work, school, or personal life.
Doing self-assessments or peer reviews that ask you to evaluate your own or others’ RCA skills and provide feedback or suggestions for improvement.
When conducting root cause analysis, it is essential to ask the appropriate questions to assist you in discovering the main reasons why something positive or negative occurred. Some of the appropriate questions to ask are:
What is the problem or phenomenon that we want to investigate?
When and where did it occur?
How did it occur?
Who was involved or affected by it?
Why did it occur?
How can we resolve it or prevent it from occurring again?
These questions can help you to define the problem precisely, gather data or evidence about it, identify all the potential causes that could have contributed to it, analyze the causes and determine which ones are the most significant or critical, propose solutions or actions that can address or eliminate the root causes, and implement the solutions or actions and monitor the outcomes.
Sometimes, you might need to ask more specific or detailed questions depending on the problem or the situation. For example, you might need to ask:
How frequently does it occur?
How large or severe is it?
What are the consequences or impacts of it?
What are the goals or expectations for it?
What are the standards or regulations for it?
What are the best practices or examples for it?
These questions can help you to quantify the problem, compare it with other problems or situations, and find out what works well or poorly.
You might also need to ask more probing or deeper questions to get to the root causes of the problem. For example, you might need to ask:
Why did this cause occur?
What caused this cause to occur?
How can we prove or disprove this cause?
How can we test or verify this cause?
How can we measure or control this cause?
These questions can help you to dig deeper into the causes and find out the underlying factors or conditions that led to them.
Asking the appropriate questions can help you to conduct root cause analysis more effectively and efficiently. It can also help you to communicate and collaborate with other people who are involved or affected by the problem or the solution.
Coaching Templates - Click here
Start with 5S to create a standardized and organized workplace.
Use Value Stream Mapping to analyze the current state of your process and identify waste.
Implement Kanban to manage your workflow and visualize your progress.
Apply Kaizen to continuously monitor and improve your process.
Use Andon to communicate problems and stop production if needed.
Adopt Continuous Flow to eliminate interruptions and waiting in your process.
Use Heijunka to level your production volume and variety over time.
Use Hoshin Kanri to align your strategic goals with your operational actions.
Use Just-In-Time to produce goods or services only when they are needed by the customer.
OR
Start with Hoshin Kanri to establish your strategic direction and priorities.
Use Value Stream Mapping to design your future state process and identify gaps.
Implement Kanban to manage your workflow and visualize your progress.
Apply Kaizen to continuously monitor and improve your process.
Use Andon to communicate problems and stop production if needed.
Adopt Continuous Flow to eliminate interruptions and waiting in your process.
Use Heijunka to level your production volume and variety over time.
Use Just-In-Time to produce goods or services only when they are needed by the customer.
Use 5S to maintain a standardized and organized workplace.