Leadership, Personal Development, The Leader

Want To Get Organized In 2020? Free Personal Planner & Leader Standardized Work Templates

Do you want to get yourself better organized this year so you are ready to lead more effectively?  Then these two tools will help you!  Yes you!

At High Performance Leaders Inc., we help develop leaders to be more effective, everyday!  Although there are many important aspects to being an effective leader included in our program, one straight forward but critical way is to get and stay organized.

Unfortunately, too many leaders say they want to spend more quality time with their teams, have more focus on their top priorities, and feel less overwhelmed.  Sound somewhat familiar?  Two vital tools that can dramatically assist with these far too common issues is Leader Standard Work (LSW) and a personal planning sheet and routine.

To assist in these areas, download these free basic LSW and personal planning templates and start off the year more organized!

Download tool here

Leader Standard Work

If you think LSW doesn’t apply to you or your position, you are missing out on a very helpful tool.  LSW is not only for first line manufacturing supervisors.  It’s a powerful tool for any leader in any business at all levels.  Another myth is that a leader’s job is not standard, so therefore LSW will not work.  Absolutely there are aspects of a leader’s responsibilities that are not standard, however, there are likely many responsibilities and actions that are standard when you step back and evaluate what needs to be accomplished.

LSW is simply an organized list of the most important responsibilities, actions, or tasks that a leader needs or wants to accomplish, and the frequency with which they need to be completed.  This list then is used to remind the leader what they need to get done.  When integrated into a robust scheduling and personal planning routine, it will result in improved results, accomplishments, and feeling of accomplishment.  It will also avoid important things from falling off the radar over time or when things get hectic.

Read more here on developing leader standardized work

Download template here

Personal Planning

Surprisingly many leaders also only use their calendar and maybe a note book for personal planning purposes.  This can lead to losing control of your time and schedule, and not having time to get to those things that are most important to get completed.  Important tasks or follow-up items may get buried within the notebook and get overlooked or forgotten.

A regular personal planning routine of reviewing your LSW, scheduled and new meetings, your priorities, outstanding actions and follow-up, is critical to being an effective leader.  Coupling the routine with a single page weekly planner can have a dramatic impact on a leader’s effectiveness.

Update and revise your personal planner once per week, print it out and then keep it up-to-date throughout the week using the old pen and pencil method, or maintain it live on  your computer.  Your choice.  Add tabs to keep a log of actions or tasks that need to be completed at some point in the future, but that you don’t need on the current week’s planner.  Categorize the tabs based on key areas of your life such as, “Follow-up”, “Actions”, “@Computer”, “Errands” etc.

If this sounds basic to you, great!  You should be all set and maybe already effective in this regard.  However, indications are that many leaders lack a robust planning and organizing routine.  A 20 minute weekly planning routine is all that is required to get organized and stay on top of the important things.

Read more here on personal planning

To assist in these areas, download these free LSW and personal planning templates and start off the year more organized!

Download template here

 

Contact me:

 

For additional information on High Performance Leaders Inc., click here.  Or follow on LinkedIn.

 

You can email me with any questions at glennsommerville@hotmail.com, find me on Facebook at https://www.facebook.com/glennsommervilleL2R/, or on Twitter at  https://twitter.com/gsommervilleL2R.

If you are enjoying my posts and find the information useful, please “Follow” me by entering your email in the follow box on the right-hand menu of my website www.glennsommerville.com

Personal Development, The Leader

Leader Standard Work & Hitting Targets

Combining a robust leader standard work routine with setting and hitting targets can be a powerhouse that delivers results!  It’s not just a shot in the dark!

If you have followed my posts, you’ll know that I’ve been a strong proponent of leader standard work (LSW) for a long time, however, I was reminded recently of the power of combining standard work and the setting and hitting of targets.

Each month I reset my standard work for the new month.  It starts by reviewing the previous month and reflecting on what worked, didn’t work and why, and identifying any new priorities.  Then the baseline is revised by making some adjustments, adding or deleting tasks, or changing the frequency of some tasks.  I also include certain non-work items within my LSW.  These are things that are for personal or professional development, important family responsibilities, or when I’m trying to create a new habit.

Although this is a personal example, it still shows the power of combining LSW and targets.  At the beginning of last month when I was doing my LSW review I found that I was not happy with my daily exercise results.  It had been very inconsistent.  Although I was running, the frequency was very intermittent and inconsistent.   There were always reasons why for each miss, but when seeing the results for the month, none of them mattered, the result was the result and it wasn’t what I wanted.  So,  I decided I needed to do something about it!  First, I added a “Daily Exercise” task to my LSW, and second, I set a distance target for the month.

The month started off well.  I was exercising more regularly and I was well on my way to achieve my distance target.  It was working!  Then, by conscious choice, I missed about a week.  With about a week to go in the month, even if I got back to my routine, I wouldn’t make my distance target.  At least, not doing what I had been doing before the break in the routine.  I couldn’t make up for the days I didn’t exercise, but I could do something different for the days remaining in the month.

I changed the time of day when I would exercise.  This helped overcome some of the challenges (a.k.a excuses) that were creating barriers to my daily exercise.  Then, I started running further than I had been before to make up some of the distance.  Some may consider running further than usual was somewhat cheating, and perhaps it was since the intent was not the distance per se, but rather to exercise regularly.  However, on more than one occasion in that final week of the month, I exercised when I probably wouldn’t have.  I had a strong desire to hit and exceed my distance target, AND, I wanted to check off my LSW each day indicating that I had exercised.  It worked, I exceeded my distance target with a day to spare, but I ran the last day of the month anyway so that I would have exercised every single day for that last week.

Maybe a simple personal example, but combining LSW and targets is a powerful tool and is equally effective in a business environment.  The target will give you the motivation to keep working at it and to find ways to achieve it, while the LSW will give you the reminder and sometimes push to take the necessary steps, or to complete the appropriate tasks, necessary to achieve the target.

In summary, here’s a few key points:

  1. Reflect on your LSW each month and reset it based on lessons learned and new priorities.
  2. LSW can include personal and professional items.  It’s yours, so make it work for you!
  3. Set challenging targets, then look at how to combine with LSW to assist in achieving the targets.
  4. Don’t beat yourself up for missing some LSW items when looking back, but rather figure out why you missed them and implement mitigation actions to achieve them going forward.

AAEAAQAAAAAAAA2JAAAAJDMyMDQxYzdmLTFjYWYtNDBkNC1iODZhLTRhNWIzMTBlMzAzZARelated Posts:

For more information on setting up and using leader standard work, check out this other post “Leader Standard Work is for, well, EVERYONE!

 

Contact me:

You can email me with any questions at glennsommerville@hotmail.com, find me on Facebook at https://www.facebook.com/glennsommervilleL2R/, or on Twitter at  https://twitter.com/gsommervilleL2R.

If you are enjoying my posts and find the information useful, please “Follow” me by entering your email in the follow box on the right-hand menu of my website www.glennsommerville.com.

 

 

Lean and Continuous Improvement

Are Stand-up Meetings Effective?

At Amazon we refer to our busiest time of year as “Peak”.  Each year as we prepare the teams for Peak, I recommend to establish a stand-up war room style of meeting.  As it is such a busy time and there are so many things that the teams have to manage and control, a stand-up war room style meeting makes sense to me.  You can review and cover a large amount of metrics and issues very quickly focusing on the most important while improving communication and engagement.

I’ve used stand-up meetings many times and found them to be an excellent way to stay on top of the most critical things, increase bias for action and ownership, while not taking up too much of the team’s time in meetings.  So why don’t more leaders utilize stand-up meetings?  I just don’t get it!  I think maybe leaders don’t use stand-up meetings because they can be difficult to get set-up and functional?  Or maybe this style of meeting just seems too simple to have any great effect?

Here are some of the advantages of a stand-up war room style meeting:

  • Use of flip charts and white boards make on the fly changes in format and material easy, quick and cheap
  • Open communication, more participation of the entire teamIMG_20181206_0903402
  • Meetings are more action based then reporting out of metrics
  • Team members get a better bigger picture understanding
  • Moving around the room keeps things moving and people engaged
  • Metrics are visual for all to see and understand where there are opportunities
  • Problem metrics stand out
  • There is more accountability of each team member
  • Great participation from all members
  • Faster, more effective meetings
  • Better focus
  • Engaging
  • Continual improvement in the process
  • Save time later by capturing risks, lessons learned, successes, new records, shout outs, actions, and new ideas

I had the opportunity to “stand” through what we call a Daily Deep Dive meeting that has been structured in the stand-up war room style at our YYZ4 Fulfillment Centre.  The team there refer to this as “The Command Centre”.  I found the meeting to be very effective and those in attendance also seemed to think so.  This is what some of them have said about this style of meeting:

It’s good to see all around and maximize human potential and deep engagement every day, especially outstanding individual and team accomplishments. Our new implemented visual daily standup meeting that I like to call it “powerful information command center” helped us to move from assuming, telling, blaming and reacting, To the essential measurable objectives, fact-base data, checking process consistency and opportunities to support people in process for Area readiness with communication, problem solving, organization alignment and holding each other accountable and Not unattractive or unloved wallpapers!

It is all about workgroup engagement and utilization of management practice and a Thinking system as we know Lean is a people system, not a technical one.

— Jeff Walters, Operations Manager, JLL —

At first, it was hard to adjust as we went through so many iterations of metrics and considerations of what should be discussed, but now it’s second nature.

— Agnes E. Pienio-Ganthier, LP Manager, Amazon —.

The Command centre really helped us to stay focused on key actions within stipulated timeframe as each action had an owner with an expected deadline. While we were celebrating successes each day, we were capturing Lessons Learnt along the way on one of our command centre walls. Most productive Deep Dive meeting format in my time at Amazon so far.

— Pawn Kukreja, Sr Operations Manager, Amazon —

The command centre has encouraged a higher level of engagement between departments as the audience is able to focus on the key points raised by the presenter that require immediate action. As a result, the quality of the information translated to leaders is enhanced by allowing appropriate stakeholders to quickly identify any necessary actions required to close a gap. This minimizes the requirement to parse through the noise to truly understand the root cause.

— Sharon Lai, EHS Specialist, Amazon —

At first, I thought the new format would extend the length of the production meeting. However, by sticking to a tight cadence that is actions-focused, the meeting is now more streamlined. Moreover, having everyone walk around the room together improved engagement and constructive discussions.

— Tony An, Sr Operations Manager, Amazon —

So there you have it!  Are stand-up meetings effective?  Well, straight from the leaders that are living this style of meeting at their busiest and most important time of the year, it certainly would seem like it!

What are your thoughts on the pros and cons of stand-up war room style meetings?  Have you found them effective?   Leave a comment with your thoughts.

Gemba, Lean and Continuous Improvement

Gemba by any other name is… go & see! Gemba is NOT just for manufacturing processes!

Many associate gemba as a manufacturing activity, but in reality it is an invaluable tool that any leader can use regardless of the industry, business, process, or function. Gemba means nothing more than going to the workplace to see. The workplace can then include anything where work is performed such as a construction site, ER room, automotive repair garage, control room, accounting office, school room, maintenance job, or food buffet line.

The purpose of gemba is to go and see the process, engage with the employees (team members, operators, associates, cast, staff, techs, etc) that are doing the work. It is to engage with them by showing an interest in what they do, how they do it and to assist them in being successful at it.   Our teams come to work and want to do a good job and it is a leader’s job to help remove the barriers that get in the way of our teams doing the best job they can. Over time, waste and inefficiencies seem to creep in or inadvertently get added that can cause safety, quality, productivity, or cost issues. By going and seeing, a leader is more likely to find these wastes and inefficiencies and can take action to correct them. Point and case; safety, quality, productivity, and cost applies to pretty much any business or process, so why wouldn’t go & see or gemba apply?

The principles are the same when doing a gemba in a non-manufacturing environment as they are in a manufacturing environment. It starts by going to the workplace and engaging with the workers there. Explain to them why you are there, that you are interested in what they do and want to learn about it. Watch what they do and ask questions to understand why they do what they do. Ask them what they think can be done to improve the process. Ask them about things you observe that capture your interest. No doubt, between you, you will identify several things that need to be improved. It is very important in gaining their trust and respect, to then prioritize a manageable amount of items to go after. Discuss these with the employee or team and set a reasonable timeline and approach to taking action.

Most jobs or positions have some level of standardized work or standards to which the process is to be done. This is typically how someone gets trained in the first place. For example, a maintenance technician typically has a detailed preventative maintenance (PM) routine or a standard operating procedure (SOP), while a control room will have defined standards of alarm limits or frequency of checks/recordings that have to be made. Regardless of the job, there will be defined tasks that have to be done, documentation to be followed, training material, or standards to be followed. These are key documents to request, check, and audit how they are being followed. This also leads to key insights as to the cause of safety, quality, productivity, or cost issues if they are not being followed. Even more so if they don’t exist. If they don’t exist, how are people being trained? How do you know it is being done the best way to get the best results?  This then should be your starting point to standardize the task, document it, and get all those doing the function to follow it.  Only then, once it is standardized and everyone is following the standard can you make improvements.

Gemba is an extremely powerful tool in a leader’s toolbox regardless of what you do. Don’t miss out on this just because you think this is a manufacturing tool!

Here’s some other gemba posts you may find of interest:

10 Important Steps of Effective Gemba Walks or “Go See”

Gemba Walks – Tip #1

Gemba Walks – Tip #2

A Leader’s Best Question

3 Steps to Having Time for Gemba

 

Gemba, Leadership, Lean and Continuous Improvement, The Leader

3 Steps to Having Time for Gemba

A very common question I’ve been asked over the years is,

I don’t get out to the floor anymore, what can I do?

Most people understand the importance of gemba and going to the floor to see and understand what is happening.  However, many leaders as they continue to move up the corporate ladder or take on more responsibilities, struggle finding the time to do gemba.  They give priority to everything else and essentially hope they have time to go to the floor.  Unfortunately, it doesn’t work that way.  If left to chance, it won’t happen.

Well, the solution isn’t glamorous or earth shattering at all, but with a little discipline and planning, there is hope.

 

1. Schedule time for gemba.  It starts by literally placing time in your calendar by scheduling an event or meeting weeks in advance.  In fact, make it a never ending recurring meeting.  Schedule them several times a week so that should you have a priority conflict, you still have time in your calendar that week to do gemba.  As an example, if you want to have time for a 1 hour gemba twice a week, I recommend scheduling a 1 hour “Gemba Walk” event three to four times a week for the entire year or longer.  When slotting these Gemba Walks, select times that increase the odds of them actually occurring.  Don’t swim upstream fighting the workplace currents.  In other words, step back and think of your typical week.  There are generally days and times that will be easier to do gemba than others.  Select those time slots and not the days/times when you know there is likely to be a high risk of other conflicts, priorities, or conflicting business conditions.

2. Make gemba part of your weekly personal planning.  As you do your personal planning for the coming week, ensure that you review your calendar paying particular attention as to when you have your gemba’s scheduled.  Check for conflicts and adjust as necessary.  This provides you the opportunity to decline meetings if gemba is a priority over them, or to reschedule your gemba to ensure it happens rather than accepting meetings regardless then wondering why you have no time to do gemba.  If you proactively scheduled more gemba time slots than you need you can make a decision to cancel some or leave them just in case a last minute issue arises during the week.

3. Add “Gemba Walk” to your Leader Standard Work.  Add the number and frequency of Gemba Walks to your Leader Standard Work (LSW) as this can be an added reminder for you to complete it, but more so to provide you with a record of how you are doing.  If you are completing this aspect of your LSW, great no action required.  However, if you look back at your LSW and see that you are frequently missing it, or perhaps always missing it on a specific day/time, then you can think about why and what you need to do differently going forward to increase your ability to attend your gemba.

The above 3 steps have been my approach which has worked well for me.  I find step 3 is important over the longer term because the business and priorities do change over time.  It’s too easy to get caught up in the day to day urgent things that have to get done and before you know it, weeks have gone by and you aren’t getting to the floor as much as you should.  Weekly review of your LSW and looking back over the longer term will highlight to you that you need to take some action to course correct.

If you are already successful at doing regular Gemba, please share your approach in the comments for others to learn from.