continuous improvement – Investigations of a Dog

In the organizational world Visual Management is a management system that attempts to improve organizational performance through connecting and aligning organizational vision, core values, goals and culture with other management systems, work processes, workplace elements, and stakeholders, by means of stimuli, which directly address one or more of the five human senses (sight, hearing, feeling, smell and taste). These stimuli communicate quality information (necessary, relevant, correct, immediate, easy to-understand and stimulating), which helps people make sense of the organizational context at a glance by merely looking around. It is a management approach that utilizes either one or more of information giving, signaling, limiting or guaranteeing (mistake-proofing/ poka-yoke) visual devices to communicate with “doers”, so that places become self-explanatory, self-ordering, self-regulating and self-improving.

Function	Definition	Replaces the Practice of
Transparency	The ability of a process (or its parts) to communicate with people through organizational and physical means, measurements, and public display of information Transparency stimulates people to move outside the confines of particular job responsibilities and to see the larger scale of their work	Information held in people‟s minds and on the shelves.
Discipline	Making a habit of properly maintaining correct procedures by transforming the abstract concept of discipline into directly observable concrete practices Address the six basic questions (the what, the where, the who, the how, the how many and the when)	Warning, scolding, inflicting punishments, dismissing etc.
Continuous Improvement	Focused and sustained incremental innovation Makes organizational learning visual with high ability to respond to people’s ideas	Static organizations or big improvement leaps through considerable investment.
Job Facilitation	Conscious attempt to physically and/or mentally ease people’s efforts on routine, already known tasks, by offering various visual aids	Expecting people to perform well at their jobs without providing them any aids.
On-the-Job Training	Learning from experience or integrating working with learning.	Conventional training practices or offering no training.
Creating Shared Ownership	A feeling of possessiveness and being psychologically tied to the objectives	Management dictation for change efforts, vision and culture creation.
Management by Facts	Use of facts and data based on statistics	Management by subjective judgement or vague terms.
Simplification	Constant efforts on monitoring, processing, visualizing and distributing system wide information for individuals and teams	Expecting people to monitor, process and understand the complex system wide information on their own.
Unification	Partly removing the boundaries and creating empathy within an organization through effective information sharing	Fragmentation or “this is not my job” behavior

The functions of Visual Management

Review of documents are a critical part of the document management lifecycle.

In the post Process/Procedure Lifecycle there are some fundamental stakeholders:

The Process Owner defines the process, including people, process steps, and technology, as well as the connections to other processes. They are accountable for change management, training, monitoring and control of the process and supporting procedure. The Process Owners owns the continuous improvement of the overall process.
Quality is ultimately responsible for the decisions made and that they align, at a minimum, with all regulatory requirements and internal standards.
Functional Area Management represents the areas that have responsibilities in the process and has a vested interest or concern in the ongoing performance of a process. This can include stakeholders who are process owners in upstream or downstream processes.
A Subject Matter Expert (SME) is typically an expert on a narrow division of a process, such as a specific tool, system, or set of process steps. A process may have multiple subject matter experts associated with it, each with varying degrees of understanding of the over-arching process.

A Risk Based Approach

The level of review of a new or revised process/procedure is guided by three fundamental risk questions:

What might go wrong with the associated process? (risk identification)
What is the likelihood that this will go wrong? (risk analysis)
What are the consequences? How severe are they if this goes wrong? (risk analysis)

Conducting risk identification is real about understanding how complicated and complex the associated process is. This looks at the following criteria:

Interconnectedness: the organization and interaction of system components and other processes
Repeatability: the amount of variance in the process
Information content: the amount of information needed to interact with the process

What Happens During a Review of Process and Procedure

The review of a process/procedure ensures that the proposed changes add value to the process and attain the outcome the organization wants. There are three levels of review (which can and often do happen simultaneously):

Functional review
Expert review by subject matter experts
Step-by-step real-world challenge

Functional review is the vetting of the process/procedure. Process stakeholders, including functional area management affected by the change has the opportunity to review the draft, suggest changes and agree to move forward.

Functional review supplies the lowest degree of assurance. This review looks for potential impact of the change on the function – usually focused on responsibilities – but does not necessarily assures a critical review.

In the case of expert review, the SMEs will review the draft for both positive and negative elements. On the positive side, they will look for the best practices, value-adding steps, flexibility in light of changing demands, scalability in light of changing output targets, etc. On the negative side, they will look for bottlenecks in the process, duplication of effort, unnecessary tasks, non-value-adding steps, role ambiguities (i.e. several positions responsible for a task, or no one responsible for a task), etc.

Expert review provides a higher degree of assurance because it is a compilation of expert opinion and it is focused on the technical content of the procedure.

The real-world challenge tests the process/procedure’s applicability by challenging it step-by-step in as much as possible the actual conditions of use. Tis involves selecting seasoned employee(s) within the scope of the draft procedure – not necessarily a SME – and comparing the steps as drafted with the actual activities. It is important to ascertain if they align. It is equally important to consider evidence of resistance, repetition and human factor problems.

Sometimes it can be more appropriate to do the real-world test as a tabletop or simulation exercise.

As sufficient reviews are obtained, the comments received are incorporated, as appropriate. Significant changes incorporated during the review process may require the procedure be re-routed for review, and may require the need to add additional reviews.

Repeat as a iterative process as necessary.

The process/procedure lifecycle can be seen as the iterative design lifecycle.

Design Thinking: Determine process needs.

Collect and document business requirements
Map current-state processes.
Observe and interview process workers.
Design process to-be.

Startup: Create process documentation, workflows, and support materials. Review and described above

Continuous Improvement: Use the process; Collect, analyze, and report; Improve

Tag: continuous improvement

Visual Management

Review of Process/Procedure

A Risk Based Approach

What Happens During a Review of Process and Procedure