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Basic Title
© 2011 QV System, Inc. All rights reserved
The Basics of Oobeya
Takashi Tanaka
Sharon Tanner
Craig Flynn
Basic Title
© 2011 QV System, Inc. All rights reserved
Oobeya Simulation
Purpose:
• To communicate the oobeya technique quickly
• To begin the “learn by doing” approach
Reminders:
• Oobeya makes knowledge-work visible, so that waste
and non-value-add activities can be removed.
• Oobeya means „big conference room‟
• Developed with Toyota in the 1990s
– First Prius and SUV
– 50% time-to-market reduction
Basic Title
© 2011 QV System, Inc. All rights reserved
Toyota Management System
TMS (Toyota Management System)
TDS (Toyota Development System)
Total TPS (Total Toyota Production System)
TMSS (Toyota Marketing & Sales System)
Design
Engineering
Production
TPS
Marketing
Concept
Marketing Design
Production
Concept
Product
Concept
TDS
TMSS
TMS
Production
Design
Sales, After sales
and CRM
Total TPS
An integrated system, covering the full product life-cycle, applied
effectively to highly technical, complex, product development
.
Basic Title
© 2011 QV System, Inc. All rights reserved
TMS Tools
TDS
Development
System
TMS
Management
System
TMSS
Marketing
& Sales
System
Total
TPS
Production
System
Oobeya
TMS … a comprehensive set of “tools”
(processes, approaches, templates, and methods
for making improvements)
…where oobeya is the “backbone”
of the TMS implementation
Basic Title
© 2011 QV System, Inc. All rights reserved
Overcoming Culture Barriers
4 4 4
Self
Sustaining
New Working
Culture
Higher Perspective
Visualization
18-months
Tools
Management
Kick
-off
Lean for Leaders
(LfL) Studio
6
Tools
•TMS
• TDS
• Total TPS
• TMSS
• New role
• Accountablity
• Working habit
• Oobeya
• Visual board
Using both Tools (Method-side) and Management (Human-side),
we can create sustained improvement.
Implemented in
phases… toward
changing the
working culture
Basic Title
© 2011 QV System, Inc. All rights reserved
Increase
Before
Early
TMS
Ideal
Improve-
ment
Daily Work
(Meeting, Decision making,
Team management, etc.)
Trouble shooting
Improvement
(Product, Process
and Personnel
development)
Daily Work
生産稼働維持
Effective and
Efficient
Decrease
Role of Managers
 Manager: Use more than 50% of time
on improvement work.
Basic Title
© 2011 QV System, Inc. All rights reserved
Issue Board: Panel
•Project Background
•Project Objective
•Technical Spec
•Project Organization
Potential Real Finish Record
Design
Engineering
Production
Marketing
Objective Metrics
Weight
Cost
Capital
Targ
et
1 2 3 - 12
Targ
et
1 2 3 - 12
Decomposition Area
Issue Board
GoodGood
Expected Output
Action Board
Projector
for Virtual
Design
Review or
meeting
Expected Output
Prototype
R & D
Main Board
2-issues
per week
Oobeya: Big Project Room
• Progress
check, only
Green & Red
• All related members,
Planning, Design,
Production and Sales
& Marketing
• Identify issues
for management
decisions
Today
New
concept
Drawing
delay
Line A
Improve
Supplier
select Supplier
select
Supplier
select
Basic Title
© 2011 QV System, Inc. All rights reserved
Issue Board: Panel
•Project Background
•Project Objective
•Technical Spec
•Project Organization
Potential Real Finish Record
Design
Engineering
Production
Marketing
Objective Metrics
Weight
Cost
Capital
Targ
et
1 2 3 - 12
Targ
et
1 2 3 - 12
Decomposition Area
Issue Board
GoodGood
Expected Output
Action Board
Projector
for Virtual
Design
Review or
meeting
Expected Output
Prototype
R & D
Main Board
2-issues
per week
Oobeya: Big Project Room
• Progress
check, only
Green & Red
• All related members,
Planning, Design,
Production and Sales
& Marketing
• Identify issues
for management
decisions
Today
New
concept
Drawing
delay
Line A
Improve
Supplier
select Supplier
select
Supplier
select
Basic Title
© 2011 QV System, Inc. All rights reserved
Issue Board: Panel
•Project Background
•Project Objective
•Technical Spec
•Project Organization
Potential Real Finish Record
Design
Engineering
Production
Marketing
Objective Metrics
Weight
Cost
Capital
Targ
et
1 2 3 - 12
Targ
et
1 2 3 - 12
Decomposition Area
Issue Board
GoodGood
Expected Output
Action Board
Projector
for Virtual
Design
Review or
meeting
Expected Output
Prototype
R & D
Main Board
2-issues
per week
Oobeya: Big Project Room
• Progress
check, only
Green & Red
• All related members,
Planning, Design,
Production and Sales
& Marketing
• Identify issues
for management
decisions
Today
New
concept
Drawing
delay
Line A
Improve
Supplier
select Supplier
select
Supplier
select
Basic Title
© 2011 QV System, Inc. All rights reserved
Issue Board: Panel
•Project Background
•Project Objective
•Technical Spec
•Project Organization
Potential Real Finish Record
Design
Engineering
Production
Marketing
Objective Metrics
Weight
Cost
Capital
Targ
et
1 2 3 - 12
Targ
et
1 2 3 - 12
Decomposition Area
Issue Board
GoodGood
Expected Output
Action Board
Projector
for Virtual
Design
Review or
meeting
Expected Output
Prototype
R & D
Main Board
2-issues
per week
Oobeya: Big Project Room
• Progress
check, only
Green & Red
• All related members,
Planning, Design,
Production and Sales
& Marketing
• Identify issues
for management
decisions
Today
New
concept
Drawing
delay
Line A
Improve
Supplier
select Supplier
select
Supplier
select
Basic Title
© 2011 QV System, Inc. All rights reserved
Oobeya Basics
Each target is fully decomposed
– Broken down into targets for each team / sub-team
– Expressed in meaningful terms for local team
Targets are adequate
60% accurate to start is OK
Improve accuracy and ensure fairness as you go
Differentiation between internal and external targets
Annual targets
• 3 – 5 clearly stated targets
• Aligned to Objectives
• Quantified, and metrics identified
• Balanced (e.g., Cost, Quality, Delivery)
Long-term Objectives
• Ideally, no more than 3
• Clearly stated and inspirational
• Set for a 5 – 10 year time range
• Covers the entire organization
Basic Title
© 2011 QV System, Inc. All rights reserved
Leader‟s Role
• Defines initial targets
• Maintains time and content discipline
• Manages issue priority
• Verifies that activities are sufficient
to accomplish the targets
• Checks member workload; balances as needed
• Ensures team participation, and develops team
skills
Basic Title
© 2011 QV System, Inc. All rights reserved
Members‟ Role
• Provide open feedback on target feasibility
• Deliver solutions; define activities and tasks
to meet targets
• Report current status to plan (“on plan” or “off plan”)
• Collaborate on problem-solving and
countermeasures
• Report accomplishments towards targets,
versus “activities completed”
• Address issues in a “kind” way
Basic Title
© 2011 QV System, Inc. All rights reserved
KIND Issues: “Decision Ready”
A kind issue is clear,
concise, and
constructive. It states
an issue and provides
analysis or a
recommendation
Name Date
Who will do
What by When Leader dispositions the issue
by adding a Post-It showing
the decision, committed action
or next step
Basic Title
© 2011 QV System, Inc. All rights reserved
Issue Board Basics
Name Potential Real Finished Record
Team members
each have a line
All issues start in
“Potential”
Move to “Real”
with enough data
to understand the
issue
Move to “Finished”
with a commitment to
task(s) to resolve the
issue (WHO will do
WHAT by WHEN)
Move to “Record” if
re-use is likely; a
permanent record
will then be created
Maximum per line:
2/week
Maximum to next level:
2/week
Basic Title
© 2011 QV System, Inc. All rights reserved
„SPEW‟ Gets Things Going
• Informal method of quickly gathering feedback
• Team responds to draft objectives / targets /plan
by adding “stickies” to wall charts…
• Concerns or questions
• Disagreements or corrections
• Additions
• Alternate scenarios
• Leader dispositions stickies, individually or in
groups, to improve the objectives / targets /plan
• Spew temporarily alleviates some of the “Kind”
issues requirements…
Basic Title
© 2011 QV System, Inc. All rights reserved
Oobeya Simulation
Let’s GO!
(Learn by Doing)
Basic Title
© 2011 QV System, Inc. All rights reserved
The PDCA of Oobeya (CAP-Do)
• My target is _________ & I am (On / Off) plan
If “off plan”
My issues are _________
My countermeasures are _________
• My key accomplishments (that you need to
know) are _________
• My “Aha! Moment” was _________, and
because of that, I now plan to _________
• (This Week / Next Week) My near-term
actions I are …
CHECK
ACT
PLAN
DO

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Leading using the Oobeya Room

  • 1. Basic Title © 2011 QV System, Inc. All rights reserved The Basics of Oobeya Takashi Tanaka Sharon Tanner Craig Flynn
  • 2. Basic Title © 2011 QV System, Inc. All rights reserved Oobeya Simulation Purpose: • To communicate the oobeya technique quickly • To begin the “learn by doing” approach Reminders: • Oobeya makes knowledge-work visible, so that waste and non-value-add activities can be removed. • Oobeya means „big conference room‟ • Developed with Toyota in the 1990s – First Prius and SUV – 50% time-to-market reduction
  • 3. Basic Title © 2011 QV System, Inc. All rights reserved Toyota Management System TMS (Toyota Management System) TDS (Toyota Development System) Total TPS (Total Toyota Production System) TMSS (Toyota Marketing & Sales System) Design Engineering Production TPS Marketing Concept Marketing Design Production Concept Product Concept TDS TMSS TMS Production Design Sales, After sales and CRM Total TPS An integrated system, covering the full product life-cycle, applied effectively to highly technical, complex, product development .
  • 4. Basic Title © 2011 QV System, Inc. All rights reserved TMS Tools TDS Development System TMS Management System TMSS Marketing & Sales System Total TPS Production System Oobeya TMS … a comprehensive set of “tools” (processes, approaches, templates, and methods for making improvements) …where oobeya is the “backbone” of the TMS implementation
  • 5. Basic Title © 2011 QV System, Inc. All rights reserved Overcoming Culture Barriers 4 4 4 Self Sustaining New Working Culture Higher Perspective Visualization 18-months Tools Management Kick -off Lean for Leaders (LfL) Studio 6 Tools •TMS • TDS • Total TPS • TMSS • New role • Accountablity • Working habit • Oobeya • Visual board Using both Tools (Method-side) and Management (Human-side), we can create sustained improvement. Implemented in phases… toward changing the working culture
  • 6. Basic Title © 2011 QV System, Inc. All rights reserved Increase Before Early TMS Ideal Improve- ment Daily Work (Meeting, Decision making, Team management, etc.) Trouble shooting Improvement (Product, Process and Personnel development) Daily Work 生産稼働維持 Effective and Efficient Decrease Role of Managers  Manager: Use more than 50% of time on improvement work.
  • 7. Basic Title © 2011 QV System, Inc. All rights reserved Issue Board: Panel •Project Background •Project Objective •Technical Spec •Project Organization Potential Real Finish Record Design Engineering Production Marketing Objective Metrics Weight Cost Capital Targ et 1 2 3 - 12 Targ et 1 2 3 - 12 Decomposition Area Issue Board GoodGood Expected Output Action Board Projector for Virtual Design Review or meeting Expected Output Prototype R & D Main Board 2-issues per week Oobeya: Big Project Room • Progress check, only Green & Red • All related members, Planning, Design, Production and Sales & Marketing • Identify issues for management decisions Today New concept Drawing delay Line A Improve Supplier select Supplier select Supplier select
  • 8. Basic Title © 2011 QV System, Inc. All rights reserved Issue Board: Panel •Project Background •Project Objective •Technical Spec •Project Organization Potential Real Finish Record Design Engineering Production Marketing Objective Metrics Weight Cost Capital Targ et 1 2 3 - 12 Targ et 1 2 3 - 12 Decomposition Area Issue Board GoodGood Expected Output Action Board Projector for Virtual Design Review or meeting Expected Output Prototype R & D Main Board 2-issues per week Oobeya: Big Project Room • Progress check, only Green & Red • All related members, Planning, Design, Production and Sales & Marketing • Identify issues for management decisions Today New concept Drawing delay Line A Improve Supplier select Supplier select Supplier select
  • 9. Basic Title © 2011 QV System, Inc. All rights reserved Issue Board: Panel •Project Background •Project Objective •Technical Spec •Project Organization Potential Real Finish Record Design Engineering Production Marketing Objective Metrics Weight Cost Capital Targ et 1 2 3 - 12 Targ et 1 2 3 - 12 Decomposition Area Issue Board GoodGood Expected Output Action Board Projector for Virtual Design Review or meeting Expected Output Prototype R & D Main Board 2-issues per week Oobeya: Big Project Room • Progress check, only Green & Red • All related members, Planning, Design, Production and Sales & Marketing • Identify issues for management decisions Today New concept Drawing delay Line A Improve Supplier select Supplier select Supplier select
  • 10. Basic Title © 2011 QV System, Inc. All rights reserved Issue Board: Panel •Project Background •Project Objective •Technical Spec •Project Organization Potential Real Finish Record Design Engineering Production Marketing Objective Metrics Weight Cost Capital Targ et 1 2 3 - 12 Targ et 1 2 3 - 12 Decomposition Area Issue Board GoodGood Expected Output Action Board Projector for Virtual Design Review or meeting Expected Output Prototype R & D Main Board 2-issues per week Oobeya: Big Project Room • Progress check, only Green & Red • All related members, Planning, Design, Production and Sales & Marketing • Identify issues for management decisions Today New concept Drawing delay Line A Improve Supplier select Supplier select Supplier select
  • 11. Basic Title © 2011 QV System, Inc. All rights reserved Oobeya Basics Each target is fully decomposed – Broken down into targets for each team / sub-team – Expressed in meaningful terms for local team Targets are adequate 60% accurate to start is OK Improve accuracy and ensure fairness as you go Differentiation between internal and external targets Annual targets • 3 – 5 clearly stated targets • Aligned to Objectives • Quantified, and metrics identified • Balanced (e.g., Cost, Quality, Delivery) Long-term Objectives • Ideally, no more than 3 • Clearly stated and inspirational • Set for a 5 – 10 year time range • Covers the entire organization
  • 12. Basic Title © 2011 QV System, Inc. All rights reserved Leader‟s Role • Defines initial targets • Maintains time and content discipline • Manages issue priority • Verifies that activities are sufficient to accomplish the targets • Checks member workload; balances as needed • Ensures team participation, and develops team skills
  • 13. Basic Title © 2011 QV System, Inc. All rights reserved Members‟ Role • Provide open feedback on target feasibility • Deliver solutions; define activities and tasks to meet targets • Report current status to plan (“on plan” or “off plan”) • Collaborate on problem-solving and countermeasures • Report accomplishments towards targets, versus “activities completed” • Address issues in a “kind” way
  • 14. Basic Title © 2011 QV System, Inc. All rights reserved KIND Issues: “Decision Ready” A kind issue is clear, concise, and constructive. It states an issue and provides analysis or a recommendation Name Date Who will do What by When Leader dispositions the issue by adding a Post-It showing the decision, committed action or next step
  • 15. Basic Title © 2011 QV System, Inc. All rights reserved Issue Board Basics Name Potential Real Finished Record Team members each have a line All issues start in “Potential” Move to “Real” with enough data to understand the issue Move to “Finished” with a commitment to task(s) to resolve the issue (WHO will do WHAT by WHEN) Move to “Record” if re-use is likely; a permanent record will then be created Maximum per line: 2/week Maximum to next level: 2/week
  • 16. Basic Title © 2011 QV System, Inc. All rights reserved „SPEW‟ Gets Things Going • Informal method of quickly gathering feedback • Team responds to draft objectives / targets /plan by adding “stickies” to wall charts… • Concerns or questions • Disagreements or corrections • Additions • Alternate scenarios • Leader dispositions stickies, individually or in groups, to improve the objectives / targets /plan • Spew temporarily alleviates some of the “Kind” issues requirements…
  • 17. Basic Title © 2011 QV System, Inc. All rights reserved Oobeya Simulation Let’s GO! (Learn by Doing)
  • 18. Basic Title © 2011 QV System, Inc. All rights reserved The PDCA of Oobeya (CAP-Do) • My target is _________ & I am (On / Off) plan If “off plan” My issues are _________ My countermeasures are _________ • My key accomplishments (that you need to know) are _________ • My “Aha! Moment” was _________, and because of that, I now plan to _________ • (This Week / Next Week) My near-term actions I are … CHECK ACT PLAN DO