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8 Simple Rules of Visual Management in Human Resources

Patrick Davis

Value Stream Coach

Know what you don’t know

Know your icebergs

Chase one (worthy) rabbit

Stick ‘em up

Fail fast, it’s just paper

Lower your defenses

Red means STOP, right?

Know your culture

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Know What You Don’t Know

• Who are your customers?

• What do your customers value?

• Surround yourself with experts

Know Your Icebergs

• What would sink your ship?

• Do your leaders see the same icebergs?

• Decide on your course moving forward

3

Chase One (Worthy) Rabbit

• Focus on one target

• Identify the Key

Performance Indicators

• Determine measurable

outputs of critical steps

• Earn the right to add more

• Illustrate stability

“He who chases many rabbits, catches none”

Stick ‘Em Up

• Make your targets visible

• Use paper

• Track your progress; trend over time

(you need two points to make a line)

4

Fail Fast, It’s Just Paper

• Embrace the

experiment

• The objective is to

learn

• If you can’t see,

stand in a

different spot

• Learn how not to

make a lightbulb

Lower Your Defenses

• No one is attacking you

• There are no sacred monuments

• This is your chance to be their partner … truly

5

Red means STOP, right?

• Red

• It’s bad, right?

• You’ve unlocked buried treasure

• Green

• All is good, right?

• What can we learn?

• Have we set our goals too low?

• Be who you needed when you were

younger

Know Your Culture

• Headwind or tailwind?

• Fear of failure?

• The Linchpin Rule binds all others

together

• Be transparent

• Be courageous and consistent

• Know what a WIN looks like

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MDI: Blank Template

Pareto

Pareto

In Flight KPI

In Flight KPI

Trend

Trend

Daily / Weekly

Containment Actions

Daily / Weekly Containment Actions

Pareto

Pareto

In Flight KPI

Trend

Trend

Daily / Weekly

Containment Actions

Daily / Weekly Containment Actions

Pareto

Pareto

In Flight KPI

Trend

Trend

Daily / Weekly

Containment Actions

Daily / Weekly Containment Actions

Pareto

Pareto

In Flight KPI

Trend

Trend

Daily / Weekly

Containment Actions

Daily / Weekly Containment Actions

Last Updated: _______

Owner: _______

Team: _______

Coach: _______

Metrics Owner Picture

In Flight KPI Metrics Owner Picture

In Flight KPI Metrics Owner Picture

In Flight KPI Metrics Owner Picture

MDI MWI Agenda

MDI MWI Agenda

Meet Time: _______

Standard Work

Overview and Gemba

Standard Work Overview and Gemba

9SPS tags JDI tags

Problem Solving

Staffing / Capacity Planning

Staffing

Skills Matrix

Skills Matrix

Waste / Improvement

Tracker

Employees Ideas / Waste Kaizen Tracker

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13

In Flight KPI

In Flight KPI

Pareto

Pareto

Trend

Trend

Daily / Weekly

Containment Actions

Daily / Weekly Containment Actions

MDI: Blank Template

Pareto

Pareto

In Flight KPI

In Flight KPI

Trend

Trend

Daily / Weekly

Containment Actions

Daily / Weekly Containment Actions

Pareto

Pareto

In Flight KPI

Trend

Trend

Daily / Weekly

Containment Actions

Daily / Weekly Containment Actions

Pareto

Pareto

In Flight KPI

Trend

Trend

Daily / Weekly

Containment Actions

Daily / Weekly Containment Actions

Last Updated: _______

Owner: _______

Team: _______

Coach: _______

Metrics Owner Picture

In Flight KPI Metrics Owner Picture

In Flight KPI Metrics Owner Picture

Meet Time: _______

Staffing

Staffing

Skills Matrix

Skills Matrix

Standard Work

auditing conducted

as part of gemba

Defining Owner,

Team, Coach

emphasizes

ownership

Trend charts are

powerful…are we

getting better? Or

worse?

Keep track of

your OPEN

9SPS A3 and

JDI progress Captures

employee

ideas and

drives

improvement

Agenda sets

the standard

for MDI

review

Pareto charts capture

frequency and

magnitude of miss.

Still fillable by pencil

Work closely with

team and

leadership to

identify KPIs (not

output metrics!)

Document Containment

Actions to ‘STOP

BLEEDING’’ and support

customer while

conducting

9-step problem solving

Captures

staffing

capacity /

availability

planning

Documents

Teams’ skills

and flexibility

Metrics Owner Picture