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Congratulations. You've mapped out the future state. Now what?

Value stream mapping (VSM) is a Lean technique used to analyze the flow of materials and information required to bring a product or service to a consumer. Companies use VSM to help them identify and eliminate waste and inefficiency in a process. If you've ever wondered why it takes four weeks for your company to reimburse your travel expenses, or why you have to give your bank account number to a customer service rep after you've already keyed it in on your phone, you're looking at processes that could seriously benefit from value stream mapping.

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How to make big things happen.

Long-time readers of this blog understand the connection I draw between Lean manufacturing and methods for making knowledge workers more efficient. A key element of lean is the elimination of waste in all forms -- from the trivial (the waste of paper clips) to the major (the waste of repairing defective products) to the tragic (the waste of human potential).

A recent interview with Professor John Kotter in strategy+business highlights just how important the elimination of waste really is. In talking about Lou Gerstner's early days at IBM, Kotter says,

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Standard Work: breaking down projects

I often see people at their desks, struggling to make progress on their large projects. Every time they hunker down to start working on one, they get pulled away by something more urgent ("Hurry! The boss needs you to change the spreadsheet font to Geneva!"), and they don't get back to the project. Or they despair at the enormity or complexity of the project, and they don't get started at all. Or they haven't clearly defined the specific steps involved in driving the project to a successful conclusion, and they wallow in a morass of ambiguity, unable to make any progress. In so doing, they're dooming themselves to a (metaphorical) all-nighter right before the project is due -- and imposing a real burden on their coworkers.

As I've said many times before, you're on a production line every bit as real as one in a Toyota plant. Except that you're not making cars; you're making ideas. (Carbon neutral, and with much better gas mileage.) And this is no way to run a production line.

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Standard Work for Project Planning

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Standard Work for Project Planning

Use this template to create standard work for project planning.

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Learning to say no. (Or, how to avoid muri in two easy steps.)

I see it all the time, and you probably do, too: workers complaining that they can't get everything done. They have too many projects, too many tasks, too many emergencies that need to be handled. The result? They're stressed, anxious, and overwhelmed. They miss dinner with their families. They work on weekends. They miss milestones. And inevitably, some of their work responsibilities just drop off the radar and don't get done.

In lean terms, this is called muri. Literally, muri means "impossible" or "unreasonable." In the context of lean production, muri takes on the meaning of "overburden," as in asking workers to do too much in too little time, or making them comply with onerous policies or practices, or not giving them the tools or the staff to accomplish their work. (Here are two excellent and more detailed descriptions of muri: 1, 2)

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Step away from the computer.

Lee Gomes, one of the technology columnists for the Wall Street Journal, wrote a piece last week pleading for the next president to avoid spending too much time on a computer. He poses a succinct, powerful question that all of use would do well to consider: Does anyone who spends all day in front of a PC, forging a river of data posing as information, have any time to think?

He relates the following story:

A group of technology reporters once received the CEO of a midsize, low-tech company eager to impress his listeners with his connectedness. He described his day as one long session checking emails and news alerts, save for the occasional interruption of a staff meeting or a sales call.

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What's the purpose of all this efficiency stuff, anyway?

The NYTimes reported that Barack Obama met Tory leader David Cameron during his visit to England last week. Cameron asked Obama if he will be taking any time off for a vacation this summer:

Mr. Cameron: Do you have a break at all?

Mr. Obama: I have not. I am going to take a week in August. But I agree with you that somebody, somebody who had worked in the White House who — not Clinton himself, but somebody who had been close to the process — said that should we be successful, that actually the most important thing you need to do is to have big chunks of time during the day when all you’re doing is thinking. And the biggest mistake that a lot of these folks make is just feeling as if you have to be ...

Mr. Cameron: These guys just chalk your diary up.

Mr. Obama: Right. ... In 15 minute increments and ...

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Making knowledge work visible: political edition.

As I've written about many times before, one of the principles of lean manufacturing is making work visible. Of course, on a production line it's easy to see the toaster go past your station. It's not always so easy for the knowledge worker, whose work goes by in a blast of bits and bytes. But it's no less important. Seeing the flow of the value stream enables you to plan your work, spot places where things are going awry, and focus more clearly on the ultimate goal. This point was made abundantly clear in a recent profile of Steve Schmidt, who recently took charge of John McCain's presidential campaign.

The Wall Street Journal describes Schmidt as a hard-driving, intense man (Sgt. Schmidt is his nickname), who makes everything visible:

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How do you change lousy work habits?

I've squandered countless electrons on this blog presenting ideas for working more efficiently. And yet, for all the time I've invested in these posts and in one-on-one coaching of clients, making real, sustainable, behavioral change is difficult. No matter how simple the concepts, getting people to work differently -- to change their behaviors -- is not easy. Let's face it: if it were, there'd be no fat people waddling into Cold Stone Creamery for a triple scoop of Rocky Road ice cream with Milk Duds mixed in.

But what if the key to behavioral change lies in the marketing of the new habits, and changing the environment, rather than in simply teaching the habits themselves?

An article in the NYTimes last week discussed the challenge that Dr. Val Curtis, an anthropologist, faced in getting residents of Ghana to wash their hands after going to the bathroom. Her goal was to reduce the spread of diseases and disorders (like diarrhea) caused by dirty hands.

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Does standard work apply to CEOs?

"Standard Work" is one of the key principles of lean, because it helps to eliminate waste and allows problems to be identified quickly. Knowledge workers often bristle at the notion that their complex and highly variable jobs can be described by standard work. But as I've written before, much of the variability and complexity that we assume is intrinsic to our jobs isn't. With a bit of creativity (here, for example), we can begin to create standard work for many of the processes that we didn't think could be standardized.

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Surgeons need to wash their hands. You need to keep your desk clean.

I just got back from Germany, where I spoke to the European subsidiary of a large U.S. manufacturing company. The audience was composed of both individual contributors and managing directors, and although the speech was well received, it was clear that the managing directors were a bit disappointed: they wanted me to talk more about big-picture strategic issues, rather than on the mundane details of keeping their desks clean, or dealing with emails, or managing meetings.

I could understand their feelings -- they figured that the banality of keeping their desks clean and their inboxes empty had little or nothing to do with the challenges they face on a daily basis. (How do we winnow down the 153 product initiatives we're considering? How do we raise revenue per employee? Should we exit a market we've been in for 15 years but that has diminishing profit potential?)

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Fighting the Email Monster

Yesterday's NYTimes featured an article addressing the steps that some of the biggest technology firms, including Microsoft, Intel, Google, and I.B.M., are taking to stanch the overwhelming flood of email. Last week they formed a nonprofit group to study the problem, publicize it and devise ways to help workers — theirs and others — cope with the digital deluge.

And why are they taking this step?

Their effort comes as statistical and anecdotal evidence mounts that the same technology tools that have led to improvements in productivity can be counterproductive if overused.

The big chip maker Intel found in an eight-month internal study that some employees who were encouraged to limit digital interruptions said they were more productive and creative as a result.

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Kaizen and self-efficacy

James Surowiecki of The New Yorker recently wrote about Toyota's astonishing success since the end of World War II. Central to his article is the Japanese concept of kaizen, or incremental improvement. As he describes it,

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When waste masquerades as work.

Garr Reynolds' excellent blog, Presentation Zen, points out that the president of Toyota Motor Company is urging employees to stop using Powerpoint for the creation of documents. (By the way, if you want to learn how to make better presentations, you can't do better than to read Garr's blog and buy his book. You'll never think about Powerpoint the same way again. And your audiences will thank you for it.) Garr writes,

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There are no rollover minutes in life.

Last week I wrote about the need to treat your time as a limited resource, like your salary. As with your income, you have to spend it wisely -- you don't want to squander your time playing Howard Carter on an archaeological dig for the latest version of a budget when you could be doing something important, like actually solving a customer's problem.

You can take the metaphor (about money and time, not the one about Howard Carter) one step further: just as you have to save money for unanticipated emergencies -- a root canal, a new transmission, hospitalization for your dog -- so too do you have to save time for the unanticipated crises at work. Perhaps the CEO needs a new headcount reduction plan, or the dye in your new product is bleeding, or someone finds PCB's in the caulk surrounding the windows in the public schools -- you may not know what the precise emergency is, but you can be pretty sure that you're going to lose 30-40% of each day to putting out these fires.

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Avoiding temporal bankruptcy.

The NYTimes's Shifting Careers column addressed the problem of information overload last Friday. The column reminded me of a fundamental reality: that although our time is finite, the demands on our time are infinite. Whether we work 40, 50, or 100 hours per week, there's a definite limit to what we can accomplish.

Even if we were physically able to work 24 hours a day, everyday, we'd never get to the bottom of our to-do list (or our email inboxes). There will always be one more call to make, one more problem to solve, one more email to write. We have to abandon the fantasy that staying at the office later, or working weekends, is the solution to getting to the bottom of the inbox or the to-do list.

We have to treat our time like we treat our money: as a limited resource that must be budgeted. And just as we first allocate money to the most important things in life -- food & shelter -- so, too, must we allocate our time to the most important stuff in our work.

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How we put a man on the moon without email

Last week I worked with a group of R&D engineers at a high-tech company. As for so many others, the blessing of email has turned into the bane of their existence. Each person gets a minimum of 200 emails per day (the vast majority of which aren't terribly important or relevant), and the burden of reading all that email keeps them from spending time on the stuff that's really important to their customers.

After I pointed out that email is nothing more than the high-tech equivalent of two dixie cups and a string -- just a way of transmitting information, but not actually one's job -- one of the engineers wondered how NASA's engineers managed to put a man on the moon without tools like email. His point, of course, was that despite the problems caused by email, in the end there's a net gain in productivity.

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Forget about hiring the business guru.

An article in yesterday's Wall Street Journal identified the current breed of hot business gurus. For $50,000-75,000 a speech, they'll help you and your company address the challenges of globalization, motivation, and innovation.

Harvard professor Gary Hamel is one of the gurus profiled. His latest book, The Future of Management, strives to help companies create a culture of innovation. In his words,

It seemed to me that getting large organizations to be persistently innovative was akin to getting a dog to walk on its hind legs. The moment you turned your back, it was down on all fours again.

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What does your customer really need?

I've been working this week with the finance department of an $18 billion company. They're creating value stream maps of their forecasting process in order to reduce the time it takes to roll up the financials from the 100 countries in which they do business. As with most companies, an internal process like this has grown without much planning, and it's now pretty damn messy. People spend days gathering data, inputting into Excel spreadsheets, then uploading to an SAP system. . . all for internal customers (the CFO, investor relations, and to some extent, the country managers) who don't really need all that data.

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