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Toyota Kata Experiential Michigan Lean Consortium Annual Conference August 7, 2019 Dorsey Sherman Founder, Modèle Consulting

Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

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Page 1: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

Toyota Kata ExperientialMichigan Lean Consortium Annual Conference

August 7, 2019Dorsey Sherman

Founder, Modèle Consulting

Page 2: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

Sample TitleThe Challenge (Goal)

Culture of ContinuousImprovement

Lean Transformation

Mindset = Do the work + Improve the work

Army of Problem Solvers

Page 3: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

Sample TitleObstacles to the Goal = Our Brain

• Cognitive Bias

• Jump to conclusion• Fear of uncertainty & failure• My job is to have the answers,

not develop people

• No time• Pressure to get quick results

Page 4: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

Why Scientific?Jumping to Conclusions

Page 5: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

Why Scientific?Jumping to Conclusions

Source: BrainHQ.com

Page 6: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

Why Scientific?Cognitive Bias

• Ambiguity effect• Anchoring• Anthropocentric thinking• Attentional bias• Automation bias• Availability heuristic• Backfire effect• Bandwagon effect• Belief bias• Berkson’s paradox• Bias blind spot• Clustering illusion• Confirmation bias• Continued influence effect• Courtesy bias• Decoy effect• Dunning-Kruger effect• Duration neglect• Empathy gap

• Form function attribution bias

• Gambler’s fallacy• Hard-easy effect• Hostile attribution bias• Hindsight bias• IKEA effect• Illicit transference• Illusion of control• Impact bias• Implicit association• Information bias• Insensitivity to sample size• Irrational escalation• Law of the instrument• Less-is-better effect• Look-elsewhere effect• Loss aversion• Mere exposure effect

• Money illusion• Moral credential effect• Negativity bias• Omission bias• Optimism bias• Ostrich effect• Pessimism bias• Post-purchase rationalization• Reactive devaluation• Rhyme as reason effect• Selection bias• Social comparison bias• Status quo bias• Parkinson’s law of triviality• Unit bias• Zero-risk bias

Page 7: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

The Fear Zone

As We Get Older, We Stop Asking Questions:

In order to ask questions, you must have curiosity, but also safety.

Don’t want to look stupid

Don’t want to sound insubordinate

Don’t want to be unpopular

Page 8: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

Habits & Neural Pathways

Source: Charles Duhigg, The Power of Habit

Seek Pleasure: Do what feels

good

Avoid Pain: PPain says you are making a mistake

Stay efficient: Always the

least amount of effort

Motivational Triad Habit Loop

Page 9: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

The One Right Answer

Orient Plan Build Ta-Da Uh-Oh!

0 min 18 min

Average size = 10 inches

Page 10: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

How I Got Here

I got to this position by having all the

answers.

Page 11: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

Too Busy

I’m too busy

Lots of priorities

No time to improve

Page 12: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

Toyota Kata: An Antidote

A practice routine to learn a new skill…

in this case,

scientific thinking.

Page 13: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

Visible Stuff (on the surface):Toyota’s results

Lean tools and practices

Less Visible Stuff (below the water line):A systematic way of thinking and acting

Managers as teachers of that way

Toyota Kata

Page 14: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

Scientific Thinking Deliberate Practice with a

Coach

Toyota Kata

Page 15: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

Need to Practice

Page 16: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

FIXEDMINDSET

GROWTHMINDSET

Coaching Kata

Page 17: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

Toyota Kata

Motivation Practice Feedback

Source: Resonant Leader, Boyatzis, McKee 2005

Page 18: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

1. Improvement Kata

2. Coaching Kata

Toyota Kata: TWO Routines

Page 19: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

Improvement Kata

Page 20: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

Coaching Kata

Page 21: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

Today we'll practice the pattern of the

It's a scientific routinefor achieving toughgoals

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Page 22: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

Conduct Experimentsto get there

Grasp the Current

Condition

Establish your Next

TargetCondition

Get the Direction orChallenge

1

2

3

4

THE FOUR STEPS OFTHE IMPROVEMENT KATA APPROACH

Poster

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Page 23: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

Conduct Experimentsto get there

Grasp the Current

Condition

Establish your Next

TargetCondition

Get the Direction orChallenge

1

2

3

4

A FEW KEY POINTS• You don't have to reach the overall challenge right away.• The path is not predictable or straight.• You experiment to get to the next goal,

which makes it scientific.

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Page 24: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

For this exercise we’ll sort these cardsseveral times, and experiment with ways

to do it faster

Page 25: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

TODAY'S GROUND RULES(1) "START Position"

- Groups of 5 or 6- All cards in a shuffled deck on table to start - Hands flat on the table- No talking, you're ready to go

(2) All Teams Start Togethera. Instructor calls "START"b. Sort the cards (talking allowed)c. Note the elapsed time on your form

(3) Only 4 people can move the cards

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Page 26: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

Choose a Team Name

Select a Data Recorderà Write your team name on the forms in the kit

Select a Timekeeperà Each gets a stopwatch

THREE THINGS TO DO NEXT:

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Page 27: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

Now let's dothe four steps of

the Improvement Kata

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Page 28: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

Conduct Experimentsto get there

Grasp the Current

Condition

Establish your Next

TargetCondition

Get the Direction orChallenge

1

Step 1:UNDERSTAND THE CHALLENGE

25SECONDS

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Page 29: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

Step 1:UNDERSTAND THE CHALLENGE

25 Seconds4 People Move Cards

Quality Constraint: Space is equal in rows/columns

Page 30: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

Key Points About:UNDERSTANDING THE CHALLENGE

• We often face challenges in life. No need to worry, because you don't need to get all the way there right away!

• A challenge often even gives us a useful sense of direction.

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Page 31: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

Conduct Experimentsto get there

Grasp the Current

Condition

Establish your Next

TargetCondition

Get the Direction orChallenge

Step 2:GRASP THE CURRENT CONDITION

2

Establish a baseline time.

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Page 32: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

• It's important to understand where you currently are, before you set your next goal.

• Don't pull goals randomly out of the air. A team should feel like its goals are meaningful.

Key Points About:GRASPING THE CURRENT CONDITION

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Page 33: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

LET'S ESTABLISH ABASELINE TIME FOR YOUR TEAM

Record your times here

Use thisform

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Page 34: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

Conduct Experimentsto get there

Grasp the Current

Condition

Establish your Next

TargetCondition

Get the Direction orChallenge

Step 3:ESTABLISH YOUR NEXT

TARGET CONDITION

3

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Page 35: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

• Break a big challenge down into smaller goals.

• Set an easier and closer goal that's on the way to your challenge. When you get there you can set the next goal.

Key Points About:ESTABLISHING YOUR NEXT

TARGET CONDITION

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Page 36: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

What time does your team want to reach

by the end of today's class?

Conduct Experimentsto get there

Grasp the Current

Condition

Establish your Next

TargetCondition

Get the Direction orChallenge

LET'S DEFINE YOUR TEAM'SNEXT TARGET CONDITION

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We can do five (5) rounds of experimenting today

Page 37: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

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Page 38: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

LET'S ASK EACH TEAM

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Page 39: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

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DRAW YOUR TARGET CONDITION LINEON THE 'EXPERIMENTING' FORM

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Page 40: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

Conduct Experimentsto get there

Grasp the Current

Condition

Establish your Next

TargetCondition

Get the Direction orChallenge

Step 4:CONDUCT EXPERIMENTS

TO GET THERE

4

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Page 41: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

• You never know in advance exactly how you will achieve a goal.

• We need to test the ideas we have. A good way to reach a goal is to experiment rapidly. Try something, see what happens, and then adjust based on what you learn.

• To learn from an experiment you should write down what you expectand what actually happens, so you can compare those two things.

Key Points About:EXPERIMENTING TO GET THERE

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Page 42: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

HOW WE'LL EXPERIMENT3 Minutes per Round

Instructor calls "START"Sort the cardsNote the elapsed time on your form

Based on what happened, discuss whatyou plan to do next

Write ideas you want to test onto the form

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Page 43: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

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(Before)Write down the

next ideas you want to test

(After)Write in how

much the time changed

compared to the last round

(After)Mark the

elapsedtime

THE EXPERIMENTING FORMWhat to record in each round

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Page 44: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

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PLEASE PLAN YOUR FIRST EXPERIMENTWrite the ideas you want to test next

on your 'Experimenting' form

Write down the ideas you want to test

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Page 45: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

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Page 46: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

AFTER EACH EXPERIMENTWE'LL REFLECT

After each round we'll ask one teamthis set of Reflection Questions

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Page 47: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

GET READYFOR THE NEXT ROUND

3 Minutes per Round

Instructor calls "START"Sort the CardsNote the elapsed time on your form

Discuss what you plan to do nextWrite ideas you want to test onto the form----------Time's up... Ask the Reflection QuestionsGet into START Position (timekeeper raise hand)

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Page 48: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

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Page 49: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

Summary

What are the Four Steps?

What did you learn?

How did you feel?

What did you observe about your team’s performance?

Page 50: Toyota Kata Experiential...•You never know in advance exactly how you will achieve a goal. • We need to test the ideas we have. A good way to reach a goal is to experiment rapidly

Modèle ConsultingDorsey Sherman

[email protected]