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Monthly links & notes for October 2023

3 articles, a case study, 2 books & an upcoming event.

Trying something slightly different today: sharing a couple online reads, interesting books, and other recent updates. I might end up doing this monthly.

Online reading

First, this great short article from the great Donald Wheeler:

“Adjustments are necessary because of variation. And the variation in your process outcomes doesn’t come from your controlled process inputs. Rather, it comes from those cause-and-effect relationships that you don’t control. This is why it’s a low-payback strategy to seek to reduce variation by experimenting with the controlled process inputs. To reduce process variation, and thereby reduce the need for adjustments, we must understand which of the uncontrolled causes have dominant effects upon our process.”
Can We Adjust Our Way to Quality?
Many articles and some textbooks describe process behavior charts as a manual technique for keeping a process on target.

Next, Mandy Brown wrote about work being too much and also not enough:

“Once you accept (or re-accept) that there is too much, it becomes easier to turn some things away. You may still feel grief or loss at the things you cannot do. You may feel guilt, especially if an institution or person benefits from you feeling that way. But accepting that you must leave some things undone shifts the problem from one of being not enough to one of being in a position to make choices. And even when those choices are coupled to difficult or prickly constraints, they are still choices.”
Too much and not enough | everything changes
Don’t do the hard work alone.

Here’s a fun one—this case study by Regina de Melo on a lean project I designed and contributed to several years ago:

“By piloting small and fast ideas and using agreed-upon measures of success, ideas are vetted quickly and objectively by reviewing the attainment of the agreed upon outcomes.”

Lots of specifics about outcomes and trade-offs we encountered during this engagement. I enjoy this because the consulting team (that’s me!) recedes into the background and, as far as I’m concerned, that’s as it should be.

“Work Smarter, Not Harder: A Case Study on Lean Design in San Mateo County Human Services Agency” (Regina de Melo - 2018)

And this, on the topic of listening as a capability for movement-building, from Kelly Hayes and Mariame Kaba in the Boston Review:

“Organizers will often repeat the maxim, ‘We have to meet people where they are at.’ It is difficult to meet someone where they’re at when you do not know where they are. Until you have heard someone out, you do not know where they are, so how could you hope to meet them there? Relationships are not built through presumption or through the deployment of tropes or stereotypes. We must understand people as having their own unique experiences, traumas, struggles, ideas, and motivations that will inform how they show up to organizing spaces.”
How Much Discomfort Is the Whole World Worth? - Boston Review
Movement building requires a culture of listening—not mastery of the right language.

Books

I’m still hung up on Naomi Klein’s “Doppelganger”—this will end up being my favorite book of the year unless something truly amazing happens. Read it. It is somewhat unclassifiable (memoir? polemic? weird-as-hell COVID-19 retrospective? etc.?) but whatever it is, it is an astonishment. If you need more information, start with Cory Doctorow’s review.

Beyond that, I am increasingly impatiently waiting for my preorder of “The Flow System Playbook” from Turner and Thurlow to get in.

“The Flow System” is an invaluable book—several of my projects have cribbed heavily from its pages—but I think the playbook format will really adhere to Thurlow’s strengths. More about this one after I dig in.

On the site

Recent changes @ improvesomething.today:

  • I added a links & listens page with selected continuous improvement blogs and podcasts (only the weird/good ones),
  • refreshed a couple recommended books on my reading list, and
  • updated about this site with more information about your privacy and additional ways of reading.

As the algorithm-poisoned social media landscape decoheres, I am left feeling that web sites are great. I wish there were more of them. So I try to keep this one tidy.

An upcoming event

Makesensemess—the “nerdiest party of the year”—is coming up in a few weeks and I would be delighted to see you there. It’s a two-hour, cheap, online celebration of things people do to make sense of an absurd and silent world. Last year’s Makesensemess was phenomenal.

That’s it for now! Have an awesome day.

Dan’s Device: “Now that I see it… [it’s completely wrong.]”

Dan’s Device: “Now that I see it… [it’s completely wrong.]”
Photo by Brian Kerr.

After “now that I see it” come words you need to hear as early as possible.

It is 1976. Neil Diamond saunters onstage at The Last Waltz and introduces his performance of ‘Dry Your Eyes’ by saying:

I’m going to do one song for you, but I’m going to do it good.

Isn’t that what we all want? We want to do something once, and to do it good. And easy enough: the first step is to be Neil Diamond.

The rest of us should probably acknowledge that—whatever the work is—we’ll have to do it more than once, because it almost certainly won’t be done good the first time.

My friend Dan gave me the notion of the now-that-I-see-it moment. This occurs when a work-in-progress becomes real enough that people can say a sentence beginning with “Now that I see it” and ending with things like “it’s completely wrong” or “we forgot this important detail” or “this will never work for this particular reason.

Methods for building quality at the source, shifting left, set-based design, and so forth all help elicit “now that I see it” moments as early as possible.

By arriving earlier to “now that I see it,” we also arrive earlier to the wrong place, to the just-revealed insight, or to the key constraint. It is hopefully early enough that there is wiggle room to learn and iterate and retry.

Airbrushing the side of a van is delightful. It is a job that takes as much time as you care to give. But you need only outline those first few flames and/or wolves to wedge open space for the objection that what we really need is a bicycle, or for the idea that we might be able to take the train.

I leave you with this dismal little project management couplet:

“Now that I see it” is certainly true;
That’s why to use tape first & then glue.

(This advice does not apply to Neil Diamond or to his beaded shirts.)

Noticing little things & little thinks

One of my favorite logs in the world. It is out in the tide, where its mere presence is enough to stabilize some gentle wav
Photo by Brian Kerr.

Noticing at work. Noticing on the cushion. And noticing while out & about. These three are related. I am still figuring out how.

I’ve written about the power of noticing before:

Beyond all this, I spend a certain amount of time and effort on a meditation cushion, where mental noting has been a tremendous relief and balm over the years. Briefly, mental noting is a practice of noticing and ‘tagging’— without discussion or judgement—sensations and thoughts as they arise.

Capability and joy come through seeing things with a little less presumption, a little less judgement, and a little less hurry towards sense-making.

Noticing while out and about

A great way to try different ways of seeing and experiencing is to play some of the games in Rob Walker’s The Art of Noticing. One example is the “secret scavenger hunt” of looking for security cameras while running an errand: which cameras want to be seen?—and which want to remain hidden?

The ant’s puzzle

How is observing the bottoms of coffee mugs (a Rob Walker staple) similar to looking carefully for those places where workplace environments produce errors, injury, and waste?

And what do both of these have in common with the experience of sitting quietly for a moment and paying careful attention to the quantity of thoughts that arise unbidden and just as quickly fall away?

I don’t have a tidy answer. I wish I did.

I can see that these three are related somehow, meaningfully. It is as if they were three legs of a stool that I—as an ant—endlessly crawl to and fro and back to, without apprehending the larger structure. I will keep trying, and I encourage you to give it a go as well.

August 30, 2024: Edited for length.

Starting a new project? 3 things to figure out immediately

A child is squatting down on a rocky beach and staring intently into a stream.
Photo by Brian Kerr.

The things I do before I do anything & why they’re worth the effort.

I’m starting a new client project next week. Now, I’ve been at this for a long time—it’s consulting project #74 (& yours could be #75!). Along the way, I cobbled together a short checklist for the first days of a new engagement.

Here it is:

  1. understand the project,
  2. understand the client, &
  3. understand the work.

Sounds simple—and it sometimes is—but I’ve watched skilled people create problems for themselves by rushing in. Hell, I’ve been one of those people.

Understanding the project

Take as given some sort of plan or statement of work or agreed-upon outcome—which is great, but not what I’m interested in up front.

Instead, the very first thing I wonder is: who wants the results of this work to be good (also, what might ‘good’ mean for them)? And the second thing is: who is worried it will be bad (and what are they worried about)? I might host a premortem in order to get people talking specifically about the bad things that might happen. This helps me suss out who cares about what, and who else should have been included that hasn’t been (yet).

I am also drawing pictures in order to answer questions like: why this work? and why now? A round of ecocycle planning can bring this to light. Another approach is to map the value chain, which will reveal some dependencies, possibly hidden, and clarify what’s super important and what’s not.

Understanding the client

How does a client want to interact with the consultant or the consulting team? ← You would be amazed at how often consultants do not ask this.

I follow Jerry Weinberg’s advice (“Your methods of working are always open for display and discussion with your clients”) but it’s an invitation, not a demand. Some clients want to work “at the elbow” and participate in the mess from beginning to end. Others want to check in weekly, or monthly. Dial this in and you’ll know whether to work with the metaphorical garage door up or down.

When getting to know a new client, I will pay attention to what they react to in materials (documents, plans, etc.) and what it’ll take to get good feedback on those materials. I remember the client for whom we did a full style adherence pass on even the roughest drafts and sketchiest ideas before putting thing in front of them—because otherwise we’d get a sequence of comments about images being imperfectly aligned and nothing else. And that’s OK—giving thoughtful feedback is hard and people are busy. Sometimes clients, or their teams, need an idiosyncratic feedback container & review process (example) in order to elicit the right kind of notes at the right time.

At the same time, I figure out how to make myself easy to fire. I recently ended a project 2 months early due to my client’s budget getting jerked around. This came at precisely the worst time: I was close to wrapping up, but not quite finished. Even so, I was able to hand things over in an orderly way. I’d kept things organized as we went, so the various transitions (or “knowledge transfers,” to use the unlovely jargon) were easy to make. I could focus on communication and relationship and problem-solving, rather than scrambling to claw half-baked work items together.

An old consulting boss said she never wanted her clients to create a dependency on our services. There’s always more work to do, and people mostly remember how they felt at the end of something, no matter how miserable the middle portion was. Being easy to fire means that I can always find time at the end of a project—even when they end early or suddenly—to make the ending nice and calm and appropriately bittersweet for everybody.

Understanding the work

Finally, I will begin to indulge my curiosity. Not just in the work specifically entailed in the project, but in everything surrounding it. This is the fun part! It’s also where, as my friend Andre says, “every project is a lean project.” I start this by going to where the work happens, and spending time with the lowest-status people doing the work, and paying attention. The point is to learn the process, notice where it breaks down, and find the places where success hinges on tacit knowledge.

↑ Read my field guide on the 6 MISSED wastes for more on how to do this.

When people tell me things like “we don’t have a process“ or “every x, y, or z is different,” I’ll break out a work-unit routing analysis (WURA, sometimes also known as product-quantity-routing or PQR analysis) worksheet and become a student of the variation I see and hear about. This gets me on the way towards sorting things into value streams or some other aggregation.

Despite the experience or expertise that the client presumably hired me for, in these moments the value I bring is that I can look with a beginner’s eyes and wonder with a curious mind.

Last but not least: doing the project

But that is—as they say—another story, and shall be told another time.

Open space technology, principle 3: “Whenever it starts is the right time”

A stand of trees somewhat precariously leaning out over the water. They are grown into a sandy, slowly eroding embankment.
Photo by Brian Kerr.

Each moment prefigures the next. But in certain moments, a huge change can begin.

I’ve been visiting these particular trees for years. Each time, I wonder: is this a view of perfect stability, or of a system building up potential until it changes—collapses, in this case—into something new?

There’s tension, and strength.

When I visit these trees I also see Stewart Brand’s pace layers:

Stewart Brand's "pace layering" figure from "The Clock of the Long Now." Things change at different rates, and are layered. From inner/slowest to outer/fastest: nature, culture, governance, infrastructure, commerce, fashion.
Figure by Stewart Brand, in his book The Clock of the Long Now.

Some things move faster than those trees: animals, water, me, you. Other things move slower. If you sit with this, it might become beautiful.

And then we go to work, where projects are atomized and boxed and shuffled around in tidy intervals, even though “whenever it starts is the right time.”

New beginnings are sudden

Transformation happens when it’s going to happen… and when it’s time, it happens fast, noisily, and irreversibly, like a tree falling.

  • As a sandy bank erodes and trees slip into the saltwater, we tend to see that as a loss. The tides and the weather and the climate got to ‘em.
  • When a group of people get to a moment of shared insight and identity and possibility, we tend to think that’s good. The choreography and structure and careful engagement got to ‘em.

Either way, what happens is a sudden shift from one state to another. The visible shift is a result of accumulated actions over time.

Not everything starts at the same time

Seven years ago I tossed out the “house of Lean”—with its ossified, layered columns and foundations, it was a powerful vision poorly communicated.

Instead, I taught for a while from this doodle:

A shearing layer model of a house, with CI concepts as the foundation, ways of thinking as the exterior structure, and collection of tools as the interior "style" elements.
Figure by Brian Kerr. Old thinking but I stand by about 50% of it.

(These are shearing layers, after Stewart Brand’s How Buildings Learn.)

What I liked about this figure is that it helped people sort out their approach to continuous improvement as a collection of things that start and stop and change over time and at different rates.

These days, I get people to the same point using ecocycle planning:

An eco cycle planning template, showing a figure-eight loop from birth, through maturity, to creative destruction, and back to gestation. At each state there is a drawing of a tree growing from an acorn into a large tree and then being harvested or burned at the end of its life.
An ecocycle planning template, from a document shared by Fisher Qua.

I’d prefer to work from a picture of trees growing than from a schematic of a little house.

For me, creative destruction is not “plowing” or the little controlled burn in the image above, but rather a huge tree slipping off and down into the tide, where it will drift and—at its own pace—break down and provide shelter, enrich the food web, become the beginning of many things. Whenever it starts is the right time.


Open space technology series:

August 30, 2024: Edited for length.

Disconnected improvement events fail. What to do about that

A child is in a nine-foot kayak, floating in shallow water. The kayak is tethered on a long run of rope to a buoy.
Photo by Brian Kerr.

Instead of drawing a box around the problem, tether it to something important.

Most continuous improvement events fail. I am curious why.

Today’s reason for failure is disconnectedness.

Earlier in my consulting days, I’d say “yes” to any one-off continuous improvement project that came my way—things like sitting with a new group to do an A3, or hosting a half-day event. I figured that if folks had a problem to fix and a sponsor willing to let them to work things out, it couldn’t possibly hurt, and might even help.

The events themselves were always fun. It’s fun to gather people together for a few hours and enable them to learn from each another in surprising ways. It’s fun to go where the work gets done and notice weird things happening there, to fix problems, to enjoy snacks and coffee and the company of others.

But I became dissatisfied with the success rate. Here’s what happened:

  • Sometimes the events worked.
    Ideas arose, people made changes, the changes stuck.
  • Sometimes they sort of worked.
    Maybe there was a short-term change for the better, but then things reverted back to the way they were before.
  • Sometimes they didn’t work at all.

And this is the problem:

Everything is interdependent. We’re all connected. To pick up a particular piece of the muddle and draw a tidy rectangle around it and work on it in isolation is to miss nearly everything.

The ideal

Ideally, specific lean interventions are part of the daily work. In one classic formulation: Work = Job + Kaizen. Ideally, they are supported by leadership through a management system. Ideally, they are broadly understood and intelligible by passersby within and without the organization.

The strongly OK

But if that ideal condition does not exist (it very rarely does), now what? Should you say ‘no’ to everything? Or say ‘yes’ to everything and hope that some of it sticks?

My move—and it’s a pragmatic, or ‘strongly OK’ move—is to connect continuous improvement activities to something that is already valued and understood by the organization. This connection is what you can establish at the outset, and cling to after an event is over.

It’s the hook you hang the continuous improvement hat on.

So, in a ‘strongly OK’ world, try to connect continuous improvement work to (from most to least preferred):

  1. Safety, quality, or satisfaction—for customers, employees, or suppliers. Must be quantifiable.
  2. Business value—show how the current condition is costing the company money. Must be quantifiable, and something that is already familiar and meaningful to people.
  3. A executive’s important initiative. But initiatives don’t last long, even the important ones, and some people will not be on board. This is a weaker connection than it might seem.
  4. The organization’s mission, vision, or strategic plan. These things probably exist under a thick layer of dust. They’ll motivate continuous improvement to the same extent they motivate anything else in the organization—very little. If your organization is the exception to this rule, then move this up to the top of the list.

By connecting a continuous improvement event to one of these, and making that connection strong and broadly communicated, you increase the odds that the event—or its results—won’t float away.

June 10, 2024: Edited for length.