AMAZING LEAN QUALITY Rozil Anwar 1 Rozil Anwar is a Quality Assurance Leader, Lean Six Sigma black belt, Bachelor of engineering, master’s in business administration, ICAO certified, CQI & IRCA Certified ISO 9001:2015 Lead Auditor, CQI & IRCA Certified ISO 45001:2018 Lead Auditor BPMN Expert, productivity consultant, trainer and speaker, pursuing Leadership Principles program from Harvard Business School and helping busy professionals improve business processes, master their email, calendar, projects, tasks and priorities and implement simple, sustainable and effective Lean Home Office workflow practices. 2 CONTENTS 1 About This Workbook ................................................................................................. 4 2. Introduction to Lean ................................................................................................... 5 3. Lean Tips for Managers.............................................................................................. 6 4. Identifying Waste........................................................................................................ 8 5. The Four Categories of Waste .................................................................................... 8 6. Deadly Home Office Wastes ...................................................................................... 8 7. What is 5S? ................................................................................................................ 10 8. Benefits of 5S ............................................................................................................. 11 9. The 5S’s of 5S ............................................................................................................. 12 10. Sort ........................................................................................................................... 13 11. Set ............................................................................................................................. 13 12. Shine......................................................................................................................... 14 13. Standardize.............................................................................................................. 15 14. Sustain...................................................................................................................... 16 15. Some Tools to Use ................................................................................................... 17 16. Productivity Zones ................................................................................................. 18 17. Productivity Zones ................................................................................................. 19 18. Stand in A Circle ..................................................................................................... 20 19. Categories ................................................................................................................ 21 20. Stand in A Circle Worksheet.................................................................................. 22 21. 5S Office Scan .......................................................................................................... 25 22. Conclusion ............................................................................................................... 27 3 1 ABOUT THIS WORKBOOK This workbook is designed to provide a brief and simple understanding of the Lean improvement approach known as 5S which can be deployed in office or home work space. 5S can be applied to a physical setting such as an office, shared kitchen, copy room, conference rooms, a supply closet or a single desk drawer, as well as in digital spaces; think email or digital document folders, a company shared drive. 5S can also be applied towards process improvement. This introduction provides a few fundamental concepts , tools and resources to complete a 5S initiative in a physical setting such as an office space or home work area. If the idea of an entire office space seems overwhelming you can simply follow the process steps for an area of your home office such as a desk, supply closet, filing cabinet, closet or again, even a single desk drawer or emails. The exercises near the end of the workbook will get you started. Here’s to your lean office journey! Kind Regards, 4 2. INTRODUCTION TO LEAN Before we dive deeper into 5S lets take a quick look at the work improvement methodology known as Lean Home Office. In fact you can think of 5S as one of the tools used in a toolbox we will call Lean Home Office. Other tools common to lean include Kaizen, Value Stream Mapping, Visual Controls, Metrics, and JIT (Just in Time). The concept of Lean is often credited to the work of Taiichi Ohno, father of the Toyota Production System, Lean Manufacturing and Lean Six Sigma. Whereas , Lean Manufacturing and Lean Six Sigma focuses primarily on improvement in a manufacturing setting, Lean Home Office eliminates waste and non-value-add activity in the operational, administrative and transactional areas of a business, reducing cost and improving efficiency. All this without sacrificing safety, value to the customer or customer service. Value Stream Maps (JIT) 5S The LEAN toolbox Kaizen Events Visual Controls 5 3. LEAN TIPS FOR MANAGERS LEAN is relentless waste elimination to seek perfection. LEAN is continual improvement. Lean is Respect for people. Poorly designed process is disrespectful because of following: Reducing waste reduces stress Front liners shall be authorised to solve problems Shift focus from people to process Brilliantly designed process can be managed well even by average people. Good managers finish the day by planning for the next day. It leads to better sleep and mind is relaxed for the evening. Follow below simple yet effective steps to boost your self-esteem: • Before leaving for the day prepare for the next day. Identify completed tasks and be grateful. Identify tasks which are pending. A simple template can be used to plan your next day. 6 Develop an organisation skill. Use alphabetical system to prepare a master list at desktop or use a planner or journal. We spend almost 2-5 minutes looking for misplaced items. Save Time and feel less frustrated. Home Office Phone Computer Increase your productivity. Find the time of the day you are most productive, high on energy, alert- Your own Prime Time. For many its morning time and for few evenings. Do problem solving and creative thinking at this point of the day. 90% chances are that you will be successful. Start Early for the next day if you must go to work to beat the traffic peak time. Wear a watch. 7 4. IDENTIFYING WASTE Identifying waste (which the Japanese refer to as muda) is foundational to the Lean Process, after all if you can’t “see” it, how could you possibly improve it? Becoming familiar with common areas of waste in an office or organizational setting will help increase awareness of waste. Waste can be “compartmentalized” into four categories: 5. THE FOUR CATEGORIES OF WASTE 1. Information: Multiple copies of a document or emails, downloaded information that is never accessed, unread reports, excess verbiage, out-of date information. 2. Process: Unnecessary steps, non-value add activities, bottlenecks, delays. 3. Assets: In the physical environment, unused tools, binders, supplies, excess equipment, equipment in disrepair, clutter, trash, excessive stock, underutilized space. This same type of waste rears its ugly head in the digital environment as well. 4. People: Inefficiencies in how people work such as time spent looking for things, doing things over, unproductive meetings, email “jail”, waiting for information needed to complete a task, overworked or overtired resulting in errors , defects and "do-over’s“, “info-addicts”. 6. DEADLY HOME OFFICE WASTES In addition to The Four Categories of Waste, one can also identify 8 types of waste common to most office spaces and business processes. 1. Correction or Re-work: Time wasted re-doing; expense of additional time, materials, energy, equipment, and labor. 2. Waiting: Process is impeded or stalled resulting in idle time and work stoppage, rebooting a PC, “analysis paralysis”, pursuit of perfection. 3. Unnecessary Motion: Motion that does not add value as a result of poor office design, poor workflow, scattered supplies, walking, searching, and bending. 4. Over Processing: Tasks performed as a result of habit rather than customer value, documentation overkill, printing or distributing superfluous weekly/monthly reports (particularly if they are available online), handling paper or forms repeatedly, printing email, opening and rereading email or paper mail without processing. 8 5. Equipment Downtime: Often due to poor maintenance or poor planning, slow computer speed, duplicate files, un-purged email files, caching issues, printers or copiers running out of ink, toner or paper. 6. Inventory /Storage: Excessive stock of anything: supplies, tools, books, inventory, items or services paid for but not in use, obsolete files which utilize valuable, costly square footage, off-site storage and the time spent and paid for to manage such waste. 7. Inspection: When work is performed incorrectly and results in inspections, approvals and resulting reporting, reviewing, or corrective action. 8. Intellect: Failure to engage employee’s involvement to the level of their expertise, or provide training and tools. This also includes micromanagement. 9 7. WHAT IS 5S? A method for creating a clean, safe and orderly, high performance work environment that exposes waste and makes abnormalities immediately visible. 1. Sort 4. Standar d-ize 5. Sustain 2. Set in order 3. Shine 10 8. BENEFITS OF 5S It’s difficult to work to the best of your abilities when your office or digital repositories are a disorganized mess. To others (co-workers, clients, supervisors, family members), your workspace may be a visual representation of how professional and organized they perceive you to be. There are a number of benefits to using 5S to reorganize physical or digital workspaces. • 5S helps save resources because it forces you to look at every tool and process that you use at the present time: – If any tool or process is inefficient, you can change how you do things, or discard them. – You also save resources by reducing storage costs. • 5S helps improve quality and safety, standardize processes, and improve morale. – You and your team will be more efficient and productive once you've used 5S to change and reorganize your environment and/or digital processes. 11 9. THE 5S’S OF 5S 5.Sustain Integrate checks and balances to assure implementation, to recognize efforts and to look for additional ongoingimprovement areas. 1.Sort: Clearly identify the necessary from the unnecessary & eliminate all unnecessary items, process steps or accessibility hindrances 5S 4.Standardize Develop & implement standards that promote integrated improvements via visual Controls and clearly Delineated procedures. 2.Set Place necessary items in a manner that permits immediate access, retrieval and replacement. 3.Shine Continue to isolate, clean and keep all surrounding work or access areas free of debris or hindrances. 12 10. SORT “When in Doubt, Move it Out” This is the starting point. Eliminate anything in your workspace that's unnecessary for doing the work you do at the present time. All unnecessary items, tools, papers, files and supplies are removed from the target area. This includes anything and everything that you're not using for your current tasks. 11. SET “ A Place For Everything and Everything in it’s Place”. This step involves organizing the items that still remain in your space, making sure they're easy to find. This step helps to ensure efficient workflow by placing items close to where they'll be used. Refer to the 5 Office Productivity Zones (below). 13 12. SHINE “Create the Wow Factor” In a nutshell, think of this step as “cleaning to inspect”. Begin to determine what level of cleanliness you want your targeted office or work area to be maintained. Consider what could be done that would fully optimize the space; improved lighting, better ergonomics, a fresh coat of paint? Identify sources of clutter such as of paper’s that may accumulate on a surface area, files that are piled (instead of filed) or incoming paperwork and notes stacked on your desk or placed on the seat of your office chair so they don’t go unnoticed. Take note of areas which are harder to keep organized than others; this may be an indication that you're missing a tool, product, or process to keep it clean and clutterfree. 14 13. STANDARDIZE “Deviations are Immediately Visible ”. This step is about developing a routine or process to keep your targeted area clean, clutter free and optimized as the standard rather than the exception. Review potential problem areas and create a plan to alleviate them. Cleaning systematically is a daily part of work, rather than an occasional activity. Over time areas that could benefit from additional improvement as well as new improvement opportunities will surface as your level of awareness increases and deviations become immediately visible. 15 14. SUSTAIN “Nothing is Stronger Than Habit” How can you retrain yourself (and others) to ensure your targeted space remains clean, clutter free and optimal for the execution of your work? This may include productivity training or coaching, visual controls, even incentives that may motivate further gains, maintain the new standard and avoid slipping back to former habits and practices. Use tools like a 5S Diagnostic Check List, spider diagram, visual work chart, or Pareto diagram. As you progress remember that for you (or others involved) this is about continuous incremental improvement; Forget the Blame, Sustain the Gain! 5S is not a “once & done approach, but rather a process of incremental ongoing improvement steps. 16 15. SOME TOOLS TO USE In the remaining pages of this workbook you will find 4 separate “tools” you can use to test the water of your own small 5S project, or simply use them to raise your current level of awareness. Choose one or try them all! Office Productivity Zones Stand In A Circle 5S Diagnostic Scorecard 17 16. PRODUCTIVITY ZONES 5 Office Productivity Zones: To optimize your physical home office space, consider the layout of your home office in zones. Zone 1: The physical desktop, prime “My Desk”. No movement should be required to access work tools used all of the time. Limit personal items to aesthetically pleasing layout or single inspiring item. Zone 2: Requires a swivel or slight chair movement to access secondary tools and resources such as a dominant hand file drawer, supply drawer, desk hutch, shelves, and printer tray. Limit personal items to an aesthetically pleasing layout or single inspiring item. Zone 3: Requires movement out of the desk chair yet still in personal office space; access to a bookcase, opposite wall shelving, reference files. Include personal items that are inspiring or add aesthetic value. Zone 4: Outside of personal home office space for access to shared supply closet, central files, shared printers with family members or office colleagues when in office. Zone 5: Offsite storage such for archives, back up media, inventory. 18 17. PRODUCTIVITY ZONES Look at the visual diagram below and using the descriptions on the previous page as a guide; look for areas of improvement within your designated office space. Consider involving a peer or workgroup team member in this exercise to bring a fresh perspective; then, return the favour. 19 18. STAND IN A CIRCLE This exercise is called "Stand in a Circle" and is said to have originated with Taiichi Ohno, the father of the Toyota Production System (later known as Lean Manufacturing) in an effort to help managers understand and "see" waste. 80% of the purpose of this exercise is to build awareness and rewire your brain to see many small problems. 20% of the process is purposed toward actual improvements. You will want to set aside an hour and have gathered the following tools: • Print a copy of the Stand In A Circle Worksheet (below) • Grab a pencil or pen and locate a clipboard or firm writing surface • Put on comfortable shoes (you will be standing for 60 minutes) • A camera is preferred but optional • Review the Category list on the next page • Read the steps on page… 20 19. CATEGORIES Refer to this list of Categories of waste or create your own. Ergonomic issue Out of date items Potential safety hazard Non-functioning items Energy inefficiencies Broken items Environmental distraction Takes too long to process or complete Cleanliness & Aesthetics issue Too many steps to finish what has to get done Taking too long to find what is needed Overly complex processes Too many steps to get to what is needed Not getting a process right every time Too hard to (reaching/unloading/loading) access No clearly defined process for (X) More quantity of (X)on hand than need Backlog Excess or clutter Log jams Not enough space, storage, shelving Backsliding/Letting systems deteriorate Walking around things to access other things Planning issues Run out of supplies without warning No clarity around a progress area Stuff not needed in this space Poor follow-through Obsolete items Lack of execution 21 20. STAND IN A CIRCLE WORKSHEET Money Energy Category Time Observation Space Costing you? 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 22 Stand in A Circle Step 1 As you begin this exercise, just observe and write - no need to comment or discuss with others (other than within necessity of being polite). Describe what you see and how or why you see this results in waste. Stay in one area and look deeply; it's easy to find 30 things if you flutter around like a butterfly and point out the large obvious wastes –instead, plant you, like a tree and really see. Sometimes waste can be hard to spot - if you need a place to begin, look for issues pertaining to safety, quality, environment, or energy losses. Do lights need to be turned off? Do you need better lighting? Is there a counter, carpet, wall, file cabinet, desk area or storage area in need of cleaning? Any work positions with bad ergonomics, awkward access? • Choose a spot in your work environment. • For 30 minutes, stand and observe -- silently. • The key is to practice what the Japanese call ”kizuki“ the ability to notice. • On your worksheet write down anything you notice that results in waste – it could include energy, time, a safety concern, and abnormalities of any kind, something you notice you're not doing as efficiently as you could be. • Your task is to find 30 things (one each minute ) including writing time, then proceed to page 23 Stand in A Circle Step 2 Congratulations that’s half of the exercise! Now take another 30 minutes to: • Choose one of the items you noted and make some type of improvement. • In the four columns on the right side of the worksheet indicate in what form this waste is costing you. Is it costing you space, time, energy, money? • Create a next action for another of your notations and make an appointment on your calendar with yourself to complete that next action. It doesn’t have to be long and involved, just a small step leading to larger scale improvement. 24 21. 5S OFFICE SCAN Your Name: __________________ Target Area:____________________ Check Mark any “Yes’s” Category Item SORT Unneeded equipment, tools, furniture, etc. present? SORT Unneeded smaller items present?; SORT Items present in aisles, halls, corners, etc.? SORT Unneeded inventories, supplies, parts, materials, are present? SORT Safety hazards exist? SET Items not obviously in convenient locations for easy access? SET Items not put away or in their correct places after use? SET Visual controls and labels to assist with identifying & returning items after use? SET Searching waste? SET Shelves or drawers with piles or empty space? SHINE Floors, walls, surfaces dirty or messy? SHINE Equipment not maintained or dusty? SHINE Cleaning materials not accessible? SHINE Labels, signs, notices not clean or functional? SHINE Trash or clutter not emptied/removed? STANDARDIZE Is work information visible at a glance? STANDARDIZE Are checklists for procedures available? STANDARDIZE Are quantities for supplies labelled? STANDARDIZE Are Sort, Set and Shine being monitored and maintained? STANDARDIZE How many items can’t be located in 30 seconds or less? SUSTAIN Are any staff members not trained in the SOP and 5S processes? SUSTAIN Is five-minute 5S performed routinely? SUSTAIN Are job aids up to date and accurate? SUSTAIN Are staff members unable or not encouraged to identify waste? SUSTAIN Are regular audits being carried out? TOTAL Place the total number of check marks here 25 Scoring: If 5 or more problems exist 0 If 3 or 4 problems exist 1 If 2 problems exists 2 Only 1 problem 3 No Problems 4 26 22. CONCLUSION Busy executives are applying lean principles to eliminate wasted time and maximize efficiency for themselves personally as well as for their organization to maintain work life balance while working from home or working in office. 27