No great thing is created suddenly.
Epictetus
Pick up a pen and write your name. Now, switch hands and try again. Two things happen. First, the effort required to do the task goes up, and, second, the results diminish because you are writing the exact opposite way that you have your entire life.
Implementing this new management system will feel much the same way. You understand the need for it, and you can see the end goal, yet the mechanics of actually doing it will feel clunky. The reason is that success demands that you unlearn old habits and replace them with new. Your entire leadership team will feel this at different times, and frustration is an inevitable by-product. The good news is that by simply sticking with it, the awkwardness will fade. As new instincts for handling issues begin to take over, the process becomes increasingly easy.
As you read through this section on the mechanics of how to actually do this, be aware that learning them in theory is easyāthey are deceptively simple. Putting them into practice though is much more difficult. To ease the process, implement the system in as small of steps as possible. Because the system is simple, the temptation is to do everything at once. Without expert guidance, this is ill advised. Instead, go from slow to fast and trust the process.
Lean Daily Management (LDM) runs on the planādoāstudyāact cycle, known as the PDSA cycle (Figure SII.1). This cycle is used to prevent bias from seeping in by keeping the focus on data-driven problem-solving. Because so much problem-solving is currently done based on hunch and intuition, it will feel unnatural to waste time gathering data. Have the patience to do it right though because, so often, common sense turns out to be wrong.
The steps in the PDSA model are as follows:
PlanāStart with a question, or hypothesis, of what might be driving a problem. For instance, if the problem is the length of time that patients wait in the ED for a bed, the hypothesis might be that it varies by floor.
DoāRun the experiment by collecting data. For every falloutāin this case, a patient waiting over a certain amount of timeāgather the floor that the patient is waiting for.
StudyāEvaluate the data to see if there is a trend developing. Once one area stands out, you are ready to take action.
Figure SII.1 Planādoāstudyāact cycle.
ActāFind out why that particular floor is driving the majority of delay. This will involve asking another question and repeating the PDSA cycle.
When a traditional Lean or Six Sigma organization first encounters LDM, there is an initial hesitation to implement LDM because they have made a significant investment into the current structure. There is an existing hierarchy of training, projects following a management format (usually defineāmeasureāanalyzeāimproveācontrol [DMAIC]), a method for reviewing and selecting projects, and an established way to track return on investment. With so much effort and work put into the system, there is a reluctance to abandon it or even to upset the status quo.
This concern reflects a lack of understanding how a Lean management system works in harmony with a more traditional Lean or Six Sigma approach. LDM brings continuous improvement to the more disruptive process improvement (PI) approach that is currently being used. Done well, the strengths of both approaches can be leveraged to cover their respective weaknesses. There are three major benefits that a Lean management system can bring to an existing program that is traditionally lacking:
1. Staff engagement around small problems
2. Identification of potential projects
3. Sustainability of projects
Together, these three benefits help backfill the current program and close the gap that is created by overbuilding a PI program without having the management system in place to support it.
1. Staff engagement around small problems
Frontline staff are often absent in most PI programs. Because they are hourly employees, pulling them off the floor for training or project work triggers a charge that hits the budget. While the wisdom of this objection is dubious, it nevertheless poses a challenge for most organizations. As a result, solutions are developed not by the people who do the work but rather by those who are removed from it. The solution is then pushed down by fiat for the front line to execute. Not only does this disenfranchise the staff, but also it jeopardizes the project.
LDM helps bridge this gap by engaging staff around problems that are within their scope to fix. By focusing on what the staff perceive as problems, engagement naturally happens. Another benefit is that PI now becomes continuous improvement. Small improvements are made every day to fix the myriad small problems that create organizational friction, making it easier to run larger PI initiatives.
2. Identification of potential projects
Opportunity often lurks hidden in the daily activities of the hospital. Because they are the closest to the problem, staff are the best positioned to identify these opportunities. As they chase down problems that prevent them from delivering care, these little problems will unearth large problems through the consistent use of the 5 Whys. When this happens, these can be elevated to the PI team that is to be addressed with more rigorāusually the DMAIC process or an A3. Continuous improvement runs into a barrier and becomes PI.
3. Sustainability of projects
One of the greatest challenges traditional PI projects face is the sustainability of the solution. Because natural variation is so high in the hospital, it is difficult to develop an ideal solution that works all the time. By integrating the sustainability plan into the daily management boards, the key performance indicators (KPIs) from these large projects can be converted into metrics that can be tracked and, if necessary, improved, by the staff, weeks or even months after the project has officially ended. In this instance, PI morphs into continuous improvement.
While it is advisable to start with an LDM system and then build a traditional program later as more complex problems arise, starting with the traditional approach does not mean that the current progress must be sacrificed. Because a healthy PI program will include both process and continuous improvement, having one does not preclude the other. On the contrary, both should be built in tandem; otherwise, one starts to outstrip the other. In a heavily traditional approach, projects stall, and training yields little impact resulting in frustrated leadership. In a heavily LDM approach, problems are uncovered that daily PDSA cannot solve resulting in disenfranchised staff. When these two approaches are combined together though, problems are identified, solved, and sustained in one integrated system.
Chapter 5
Engaging the Front Line
Regard your soldiers as your children, and they will follow you into the deepest valleys; look on them as your own beloved sons, and they will stand by you even unto death.
Sun Tzu
Introduction
LDM begins and ends with the front line. Without their involvement, the entire system becomes an exercise in futility. Fortunately, gaining staff engagement is not difficult. While, typically, employee engagement has been treated as an arcane practice, LDM gives you a system to diagnose not only where engagement is flagging but also why. By treating poor engagement as any other problem that can be diagnosed, treated, and cured, staff engagement can move out of the murky world where it currently resides in and become another measured, systematically improved metric that can be managed.
Administrator Expectations
The core expectation of LDM is that every administrator devote approximately 2 hours every day to staff development and problem-solvingā1ā1.5 hours to work on the hospital instead of in the hospital. While, at first, this may seem like an unsustainable commitment, there are two factors that help to achieve this. First, LDM activities will replace several activities that currently consume the administratorsā time. Second, as the myriad small problems that constantly pull administrators away from more critical work diminish, the time available for doing what matters will increase. For instance, afternoon firefighting to get patients out of the ED and onto the floor can be replaced with daily preemptive discharge huddles (Figure 5.1).
Communication Structure
There are three major communication cycles that are part of the LDM process: (1) staff/administration, (2) administration/director, (3) and director/staff. Each has specific goals and guidelines that should be in constant consideration. All three communication cycles have one all-encompassing goal: to facilitate the development of these three groups of people (administration, directors, and staff) by identifying where in the process the learning h...