Benchmarking USAF and USN Lean Enterprise Transformation Study Objectives: Describe the USAF's and USN's enterprise-level lean programs and the ways in which each contribute to local results in a field case setting. Outcomes: Workforce Reduction Pressures 1) Comparison of the overall enterprise programs, including each program's role in achieving local results 2) Proposal of how lean enterprise approaches apply and could be improved for DoD settings based upon literature from industry applications Financial Pressures Aging Fleets Infrastructure Pressures Changing Security Landscape Change Drivers Research Questions What are the basic change capabilities being utilized to implement change? Where does the strategic direction come from? What is corporate intent for the resultant cost savings? What are the respective strengths and limits of each? What is the current enterprise orientation and strategy towards lean transformation? How does both the enterprise organizational structure and command linkage either enable or slow progress? What lean initiatives are the enterprises pursuing and how are they aligned? How did they originate? How does source of origination source affect sustaining momentum? What learning processes and programs are employed? Which enable personal growth/development? How has personal growth enabled enterprise-wide cultural adoption of lean? Context Framework Capabilities & Precepts for Enterprise Change Context Method Command Command Rethinking Org. Boundaries Enterprise-level strategy Enterprise-level collaboration mechanisms Enterprise-level org. structure Enterprise-level activities Project Plan Strategic Vision Commitment April Resources May 03 17 01 Jun 15 05 Jul 19 10 Distributing Leadership Practices Systems orientation Active in alignment of initiatives Orientation to customer value Guidance for bridging boundaries Aug 24 07 21 Literature Review Metrics Project Concept Development - Candidate Enterprises Field Operating Location Implementation - Draft Research Questions Field Operating Location - Draft Detailed Proposal - Enterprises Selected Resources 03 Apr 05 Apr 14 Apr Seeking Growth Opportunities Improvement-for-growth goals Employment security Commitment to personnel development Growth through acquisitions or alliances - Site Visit #1 (TBD) - Site Visit #2 (TBD) Training - Site Visit #3 (TBD) Metrics Installing sets of org. innovations Multiple initiatives Consistency and sequencing of initiatives Continuity of initiatives & leadership Systems of practice orientation ID ’d Project Data Gathering, Compilation Initiatives Basic Change Capabilities Consistency of principles & methods Training & consulting Dedicated specialists Measurement systems Pushing and Pulling Change Strategic positioning Financial engineering Active employee involvement Organizational learning Balanced orientation - Site Visit #4 (TBD) Data Synthesis and Assessment Basis of Comparison Examples - Draft Report 2 - Final Report Source: Roth; “Succeeding along the value stream: Five precepts for architecting and orchestrating lean enterprise change” 01 Jul 3 01 Aug 1 TED V SHOEPE, MAJ, USAF tshoepe@mit.edu