On Lean

Rounding in a virtual world

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If you are a regular reader of this blog, you know I am a fan of lean concepts and practices. In fact, my posts on lean have been some of the most popular ones over the years. So, it is no surprise that I have embraced a form of rounding or “gemba” now that I am serving as interim CIO at Boston Children’s Hospital.

As part of our commitment to being a High Reliability Organization (HRO), Boston Children’s Hospital has a program called “Rounding to Influence” (RTI). With this program, senior leaders meet with staff in their areas to discuss a specific topic and solicit input. The Rounding to Influence program is facilitated by David Davis, Vice President, Patient Safety, Quality and Regulatory Affairs. When I learned about the RTI program several weeks into my interim engagement, I was quick to start participating.

My first experience was tagging along virtually with Laura Wood, EVP Patient Care Operations / System CNO, on her rounds with clinical staff along with a few of my IT leaders. Given the topic for that session was about having the right information to perform your work, it was a great place to start and hear from our clinicians and support staff. Here were the questions:

Having the right information and data is important to everyone in order to perform their roles effectively.  Depending on your role, do you have trouble finding the information or data you need to do your job?  Do you know how and where to get the information/data you need?  Do you have concerns you are seeing incomplete or unreliable data?  How would you know?  How can we be more reliable in our information and data sharing?

The obvious next step was to start virtual rounds with our own IT staff. Here is how it works. Continue reading →

What organization can’t benefit from lean?

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As I start my interim management role at a new organization, I’m learning about pockets of best practices throughout the health network for daily huddles and other lean methods. I’m learning from my team that canstockphoto67324721 lean thinkingidentifying the right metrics to measure in IT is a challenge.

And of course, I’m getting a lot of standing meetings added to my calendar while trying to understand what each group’s unique purpose is and where specific type decisions are made. These are important questions given most organizations have too many meetings and people often say they spend too much time in meetings.

One of my first observations week one as I listened to colleagues is that there is potential for lean methods such as a daily management system, huddles, and visual boards.

I’ve learned a lot about lean and what it takes to introduce new concepts into organizations in recent years. One of the most important lessons I’ve learned is to listen and get to know an organization before making any assumptions.

I will be doing a lot of listening and learning in the coming weeks. When it comes to lean methods, I will share my experiences in previous organizations as it makes sense with my new colleagues and teams.

If you share my passion for lean thinking or are interested in learning more, check out my post “Lean classics worth a second look”. It’s a recap of previous posts covering huddles, visual boards, and gemba walks from my journey as a lean leader in different organizations. And if you have a story on how you have applied lean thinking in your organization, I would love to hear it.

Related Posts:

6 tips for successful huddle boards

Leadership huddles: not just another meeting

Making the invisible visible

Making the invisible visible – part 2

Importance of rounding or going to the “gemba”

Go to the gemba, seek to learn

Tune in: recommendations for IT podcasts

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How do you keep up with industry news? Do you have a favorite online publication? Are you a reader or a listener? I find myself struggling to keep up with everything I want to read. But I’m doing better, now, with canstockphoto33796857 podcastat least tracking on the headlines and top industry news stories.

For all you busy multi-taskers who may be looking for an alternate way to educate yourself and stay current, 20-30 minute podcasts are a great option. Whether you’ve got a long daily commute, need something to listen to while working out at the gym or while walking the dog, consider listening to podcasts.

Here are some podcast series worth checking out:

This Week in Health IT – This is a new program launched by Bill Russell, CEO at Health Lyrics, focusing on news of the week and a topic of interest. He publishes online every Friday afternoon. I was honored to be on the program last week. We covered the Amazon, JP Morgan, Berkshire Hathaway announcement and the Apple health records app story. Both are examples of the disruptive forces we are seeing in healthcare. Bill and I also talked about the evolving role of the CIO and shared our favorite social media posts of the week.

HealthSystemCIO.com – Anthony Guerra and Kate Gamble have been conducting extensive one-on-one interviews with CIOs for several years. They publish them online as multi-chapter series. These interviews provide insight and experiences for everyone in health IT.  And if you’d rather read the interviews, they are also available as full transcripts. Continue reading →

Walking in a nurse’s shoes

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National Nurse Week begins tomorrow. I’m fresh off a 4-hour shift shadowing a nurse on a busy inpatient unit with cardiac surgery patients. I was taking part in the “Walk in My Shoes” program at Stony Brook Sue in scrubs cropped (2)Medicine where I currently serve as interim CIO.

All the executives were asked to block out 4 hours this week to shadow a nurse. I looked forward to my shift despite the other work on my desk. And as I told the nurse I shadowed, spending time on their unit was more fun than some of the problems I deal with as a CIO.

But I wasn’t there to have fun. I was there to understand what a nurse’s day is like and find ways that administration can help. And as the CIO, I wanted to understand how they use the systems we support and to find opportunities to improve them.

I donned a pair of scrubs, the universal hospital uniform and a fashion neutralizer. It’s amazing how different it feels to be on a nursing unit in scrubs compared to being a “suit” who periodically does rounds with a bunch of other “suits”. The staff seemed more willing to just tell it like it is when I encouraged them to be candid with me.

As soon as got to the unit a nurse realized I was from IT. His first thought was that I was there about a system problem that had been reported in the patient safety system. I introduced myself and my role as interim CIO. I told him that while I was there to shadow another nurse, I wanted to hear about their IT issues.  This was my “gemba” walk with a group of nurses. Continue reading →

Lean classics worth a second look

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I am a lean leader and always willing to share my learnings. I’ve written several blog posts chronicling my lean experience at different organizations. Some of them have been quite popular with readers. I’ll call them my canstockphoto19155139“lean classics”. Here’s a recap for your reference:

Huddles and Visual Management:

Leadership huddles: not just another meeting – describes my first IT leadership huddle launch back at University of Michigan Health System. As my lean coach said at the time, be willing to experiment, it doesn’t have to be perfect. We learned and tweaked it as we went through the PDCA cycle.

Making the invisible visible – describes the beginning stages of the visual board our IT leadership team created at University Hospitals in Cleveland.

Making the invisible visible – part 2 – describes that same effort several months after we launched it and how we used it as a team.

6 tips for successful huddle boards – based on experience, my advice to those considering their own huddle boards. Remember, you need to be willing to experiment.

Gemba Walks:

Importance of rounding or going to the “gemba” – describes early experience with clinical and operational rounding both at Brigham and Women’s Hospital and University of Michigan Health System. Continue reading →

6 tips for successful huddle boards

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I recently had an opportunity to advise an IT department on their overall lean initiative. While no two organizations have the same lean journey, there are common challenges. Visual management and huddlecanstockphoto19155139 boards are components of a lean management system. Here are some of the common challenges you can expect to encounter and tips for success:

“Perfect is the enemy of good” – You must be willing to experiment and get messy. Visual boards take many shapes and forms. Do they help you focus on the right work and metrics as a team?  It’s less important that they look pretty to the outside observer.

Standard framework with room for variation – Even if there is a standard for what all huddle boards in your organization should look like and include, there must still be room for variation by unit or team. What’s important to one team may not be important to another. If you’re ready to get started and wonder if there will be an organization standard at some point, don’t wait for it. Just get going and adapt later if a standard appears. Continue reading →

Improving value, reducing costs

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In the current world of health care, most provider organizations are undertaking significant cost management efforts. Health care providers need to deliver care more cost effectively while improving canstockphoto17385502value. We are no exception.

At University Hospitals we call it “Value Improvement Program” (VIP). At the University of Michigan Health System, we called it “Value and Margin Improvement” (VMI). I don’t remember what we called it at Brigham and Women’s Hospital, but it was similar.

Often it starts with the use of outside consultants. They identify the overall opportunity at a high level using the organization’s cost data and industry benchmarks. In some cases, consultants stay on and help staff the teams. In other cases, the organization staffs the teams internally to do a deeper dive, find the specific opportunities, and implement.

Depending on an organization’s executive leadership, culture, management and staff buy-in and their approach to system wide initiatives, results can vary greatly. Continue reading →

Making the invisible visible – part 2

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It’s been 3 months since the IT leadership team here launched a visual management board and started a thrice-weekly huddle. Since then, we have made numerous adjustments to improve our process.visual management board

Initially, the board was in a conference room; we sat around the table for the 15 minute huddles on Monday, Wednesday and Friday mornings. While it was not the ideal setup, it was the way to deal with a distributed leadership team. A few weeks ago, we moved the board out into an open area where everyone walks by and started doing the huddle standing up. We installed a speaker phone next to the board. It’s not a perfect arrangement but it works.

No surprise that it is very different when the group is standing in an open area: more transparency and visibility. We can invite people to observe our huddle and show the board to others who want to learn about it.

Working with the leadership team, we refined our goals to be:

  • Reduce cycle time – “get things unstuck”
  • Reduce preventable incidents
  • Ensure ownership and accountability
  • Reduce variation
  • Increase coordination and communication between teams
  • Ensure we deliver on top priorities
  • Focus constantly on customer satisfaction and provide superior service to end users

The sections of the board are the same ones we started with:

  • Production environment – To track major incidents and any open tickets that need escalation. We display the number of open tickets by system, critical open tickets, and approved system changes for the week.
  • Top priority initiatives – To confirm our highest priorities and review issues that need to be addressed. We display the go live calendar, project successes from the previous week, and the dashboard from the Project Management Office.
  • Metrics – To track key department wide metrics. We display metrics including key infrastructure stats, and operating budget vs plan.
  • People – To highlight new hires, recognize staff, and raise awareness on recruitment efforts. We list open positions, pictures of new hires, and employee appreciation awards.
  • Everyday Lean Ideas (ELI) – To provide a central place for staff to suggest improvements.

We have a standard script for our huddles. Continue reading →

Corporate functions, local service

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Mergers and acquisitions in health care have been common in recent years. Small community hospitals are becoming part of much larger integrated health systems.  One of the common challenges these canstockphoto34427718systems face is providing effective local service from central corporate departments.

Health systems may span a large metropolitan area, a portion of a state, or a multi-state region. And there are systems with a national footprint.

The health systems I’ve worked for are mostly the first; they have covered a large metropolitan area. Local hospitals may be as much as 100 miles apart and the corporate office somewhere in the middle.  While much of the work goes on every day without face to face interaction, people are often expected to drive to key meetings either at the corporate office or at the hospitals. But the distances and the traffic can challenge support models for corporate functions. Continue reading →

Making the invisible visible

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The whiteboard in my office has become a working draft for our IT leadership visual management board. And it’s become a focal point of discussion as I socialize the idea with our IT VPs, directors and canstockphoto26356044managers. I’m encouraged that everyone who gets the walkthrough supports the idea and sees the value in it. They see the potential it has to address some fundamental problems in how we work as a department.

Ownership of the board is shifting to the team. I’m using color coded sticky notes to add ideas and pose questions. I’ve encouraged IT leaders to stop by and put their own sticky notes up as we develop it together.

Some have asked if they should do something similar with their own team. The answer is yes! We need to commit at the leadership level and model behaviors. But to truly be effective, each team should have some kind of visual management and huddle that rolls up to the leadership huddle. Continue reading →