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9/10/2017 1
Presented by Elisabeth Swan
Managing Partner & Executive Advisor
at GoLeanSixSigma.com
How to Use
a Fishbone Diagram
2
Our Expert: Elisabeth
• Managing Partner &
Executive Advisor at
GoLeanSixSigma.com
• Master Black Belt
• Certified Executive Coach at
Burnham Rosen Group
• BA in English Literature from
Columbia University/Barnard
College
• Born in the UK
3
How to Interact
• Ask a question
• Answer polls
4
Let’s Interact!
Where are you from?
Share your location in the Questions area in your Control Panel!
5
Who Is GoLeanSixSigma.com?
GoLeanSixSigma.com makes it
easy for everyone everywhere
to build their problem-solving
muscles.
We provide the most
practical, easy to understand
and enjoyable Lean and Six
Sigma resources available.
6
We’ve Helped People From…
7
• What is a Fishbone (aka Cause & Effect or Ishikawa)
Diagram?
• Why and when should we use a Fishbone Diagram?
• What’s the right way to build a Fishbone Diagram?
• Are there any ways not to use a Fishbone Diagram?
• What do “proper” Fishbones look like?
Today’s Agenda
8
The “Y” and the “X”
• X1, X2…
• Independent
• Input
• Cause
• Problem
• Control
• Garbage In
The Y
• Y
• Dependent
• Output
• Effect
• Symptom
• Monitor
• Garbage Out
The X
9
Pseudo Equation
Y = ƒ(x1, x2…xn)
?
10
Y and X at Bahama Bistro
Speed of
Service
Menu Item
Availability
Food
Freshness
Order
Accuracy
Customer
Satisfaction
Y
X X
X
X
X Ambience
11
Fishbone Diagram: aka “Ishikawa” or “Cause & Effect”
is a method of structured brainstorming to get to
root cause
• Conducted in groups
• Uses categories
• Uses hierarchy
What Is a Fishbone Diagram?
Y
X
XX
X
12
Fishbone Diagram
13
What’s your experience with Fishbone
Diagrams?
A.Totally new to me
B.I use them but not sure I’m using them
effectively
C.I know about them but don’t use them
D.I use them all the time – great tools
Poll #1:
14
How to Construct
Issue or “Y” in “Fish Head”
Two methods:
1. Pre-Label Fishbones
• Transactional Categories
• Manufacturing Categories
2. Brainstorm and affinitize
root causes into categories
that are process specific
• Groupings become
“Fishbone” labels
15
1. Pre-Label
Advantages
•Easy to set up
•Causes unexpected ideas
•Does not require upfront work
•Can combine with brainstormed
categories
Disadvantages
•Limits ideas
•Not focused on the process
16
Manufacturing Categories
Operator or
Design Engineer
Specific
Parts or
Materials
Standard
Operating
Procedures
Environment
(physical,
political, etc.)
Variation
17
Transactional Categories
Software
Separate
Job Functions
Process
Documentation
Environment
(physical,
political, etc.)
18
•More focused on specific
process
•Organic
•Involves group
•Good to practice Affinity
Analysis – generic
organizational
technique
2. Affinity Analysis
19
Brainstorming
Menu Food
Service
20
Fishbone Diagram
The Y
Service Menu Food
PresentationAmbience Ordering
Customer
Satisfaction
21
Which method do you use to build
the Fishbone Diagram?
A. I use the standard Manufacturing or
Transactional labels
B. I brainstorm and affinitize categories first
C. I just pick labels that seem appropriate given the
issue
D.None of the above
Poll #2:
22
Fishbone Diagram Example
Stale
Bread
Limited
Options
Too slow
Too Noisy Radish is
only garish
Method is
complicated
Kitchen takes too
long with lunch
orders
Storage
Dropped
dishes Vendor
availability
PresentationAmbience Ordering
Service Menu Food
Why such
variation in
customer
satisfaction?
23
Turn Into Measures
Stale
Bread
Limited
Options
Too slow
Too Noisy
Radish is
only garish
Method is
complicated
PresentationAmbience Ordering
Service Menu Food
Why such
variation in
customer
satisfaction?
Service Cycle
Time
Noise levels
above 100
decibels
# Available
garnishes
# dropped
dishes” per
hour
Dropped
dishes
Age of
Bread
# Steps to
order
# Options
24
Looking for Correlation
CustomerSatisfaction
Service Cycle Time
Y
X
25
Caution: Solutions Masquerading…
Stale
Bread
Limited
Options
Too slow
Too Noisy
Radish is
only garnish
Method is
complicated
PresentationAmbience Ordering
Service Menu Food
Why such
variation in
customer
satisfaction?
Not enough
waitress
training
Should build
booths
Need more
inspection
Lack of
automated
ordering
Missing
“Fusion”
Options
Need to Increase
Condiments
26
Fishbone Trap
Why is this
problem
happening?
Inadequate
Training
Lack of
Automation
Insufficient
Staff
Lack of
Inspections
Lack of
software
“Lack of”
X
Category Category Category
Category Category Category
27
•Lack of training  Level of operator
knowledge
•Procedure not followed  % of time
procedure followed
•Inadequate staffing  # of man hours
utilized
•Lack of inspection  % returned meals
Solutions  Measurable Causes
28
•Run by teenagers
•Assume turnover
•Build processes
with visual
management
•Low need for
training
Level of Training
29
Number of Inspections
•Add time (waste)
•Cause delays
•Initiated by
failures
•Provide false
sense of security
•Never removed
“We inspect
because we expect
a defect”
30https://image.freepik.com/free-vector/multimedia-desktop-pc-
illustration_72147494127.jpg
Automation Myths
Myth 1: No need to address this issue now –
Software “X” is coming
Myth 2: Software “X” will solve the process issue
Myth 3: Automation will streamline the process
31
Solution Parking Lot
Solutions
• Have Joey do everything
• Outsource the cooking
• Get rid of Marketing
• Close early
• Switch to Italian food
32http://www.libationlab.com/wp-content/uploads/2011/08/redherring.png
• Beware of solutions masquerading as problems
• Key phrases: “Lack of…”, “Insufficient…”, “Inadequate…”
• Don’t assume training is the issue
• Is process too complicated?
• Clean up process before automating
“Red Herring” Root Causes
33
One Fishbone Leads to Another…
PresentationAmbience Ordering
Service Menu Food
Why such
variation in
customer
satisfaction?
Service Cycle
Time
Noise levels
above 100
decibels
# Available
garnishes
# dropped
dishes” per
hour
Age of
Bread
# Steps to
order
# Options
34
# Steps
between
stations
New Fishbone Diagram
# items taking
too long to
prepare
# Sandwiches
taking > 10 mins
Packaging
process for
pick-up varies
# Servers
who don’t
turn in orders
right away
# of items
taking > 15 mins
to cook
%
transactions
stuck
# staff
allowed to use
system
“Not my job”
thinking
# wrong
special orders
# of steps to
prep
# Steps
required for
restocking
during rush
Documentation
Political
Environment
Servers
Point-of-Sale
Software
Kitchen Layout Food Types
Why do food
orders take so
long for lunch
customers?
# Staff
allowed to
cross-train
35
The Five Whys
• Repeatedly ask “Why”
• Work the causal chain
• Done by those in the process
• Could be more or less than
5 “Whys”
Benefits:
• Simple – no stats
• Get past symptoms
• Good for processes involving
human factors
36
Five Whys Example
http://clipart-library.com/clipart/33678.htm
37
Fishbone and Five Whys
Packaging process
for items for pick-
up varies
# Servers who don’t
turn the orders in
right away
ServersKitchen Layout
Could lead to nested fishbones
38
Five Whys Template
39
•Count the number of
options
• Root causes
• Solutions
• Customer Comments
•Divide by 3
•Hand out N/3 Dots to
each person
•Narrow the list
Multi-Voting
Options
It’s Marketing’s fault
Lack of new software
Not enough staff
Need more inspection
Need a new manager
Need more money
40
# Steps
between
stations
# items take
too long to
prepare# Sandwiches
take > 10 mins
Packaging
process for
pick-up varies
# Servers
who don’t
turn in orders
right away
# of items
take > 15 mins
to cook
%
transactions
stuck
# staff
allowed to use
system
“Not my job”
thinking
Clarity of
instructions
Special
Orders
# of steps to
prep
Restocking
requires
walking # steps
during rush
Documentation
Political
Environment
Servers
Point-of-Sale
Software
Kitchen layout Food Types
Why do food
orders take so
long for lunch
customers?
Multi-Voting
41
•Fishbone is a structured brainstorming –
not proof
•Team decides where to focus
•Must create hypothesis statements
•Verification can take many forms
•Depends on the process and issue
Next Steps
42
What’s your experience with
Fishbones “gone wrong”?
A.They are populated with solutions
B.They are not paired with the 5 Whys
C.They are not verified
D.Some combination of above
E. None of the above – all good!
Poll #3:
43
Observe
• Watch the process and
see the issue in action
Compare
• Where problem is/isn’t
Use Data
• Caution
Use Stat Tools to Test Hypothesis
• Try to “disprove” the Null Hypothesis
Validating Methods
44
Hypothesis & Data Example
Hypothesis: As
number of waitress
“courtesy” food pick
ups increase, lunch
order cycle time
increases
OrderCycleTime # Courtesy Pick-ups
Y
X
45
Build the Fishbone
• Conduct in groups (not party of one) – more brains, more ownership
• Brainstorm and clarify labels (physical or political environment?)
• Populate the fishbone – bony is good – not limited to one page
• Don’t worry about “where” a cause goes – as long as it’s included
• Consider what causes process “variation” not just defective units
• Turn causes in to measures - set up for verification
Expand the Fishbone
• Use 5 Whys to dig past symptoms
• Watch for solutions masquerading as problems – use Solution Parking Lot
• Keep and update Fishbone – organizational knowledge
Verify the Fishbone
• Multi-vote and prioritize potential root causes to research
• Form hypothesis statements & and select verification method
Fishbone Review
46
Today We Covered
• What is a Fishbone (aka Cause & Effect or Ishikawa)
Diagram?
• Why and when should we use a Fishbone Diagram?
• What’s the right way to build a Fishbone Diagram?
• Are there any ways not to use a Fishbone Diagram?
• What do “proper” Fishbones look like?
47
Q&A
48
Getting Started
Learn more by starting some more
training!
• Yellow Belt Training is FREE at
GoLeanSixSigma.com
• Green Belt Training &
Certification
• Black Belt Training & Certification
• Lean Training & Certification
49
Just-In-Time Podcast
Tune in at GoLeanSixSigma.com/cafe for the latest Lean Six
Sigma news, easy ways to apply Lean Six Sigma and
interviews with process improvement leaders like you!
50
Q&A
51
More Questions?
Ask us at contact@goleansixsigma.com!
Click here to download
free tools, templates, infographics and more!
Thank you for joining us!

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WEBINAR: How to Use a Fishbone Diagram (aka Cause & Effect Diagram)

  • 1. 9/10/2017 1 Presented by Elisabeth Swan Managing Partner & Executive Advisor at GoLeanSixSigma.com How to Use a Fishbone Diagram
  • 2. 2 Our Expert: Elisabeth • Managing Partner & Executive Advisor at GoLeanSixSigma.com • Master Black Belt • Certified Executive Coach at Burnham Rosen Group • BA in English Literature from Columbia University/Barnard College • Born in the UK
  • 3. 3 How to Interact • Ask a question • Answer polls
  • 4. 4 Let’s Interact! Where are you from? Share your location in the Questions area in your Control Panel!
  • 5. 5 Who Is GoLeanSixSigma.com? GoLeanSixSigma.com makes it easy for everyone everywhere to build their problem-solving muscles. We provide the most practical, easy to understand and enjoyable Lean and Six Sigma resources available.
  • 7. 7 • What is a Fishbone (aka Cause & Effect or Ishikawa) Diagram? • Why and when should we use a Fishbone Diagram? • What’s the right way to build a Fishbone Diagram? • Are there any ways not to use a Fishbone Diagram? • What do “proper” Fishbones look like? Today’s Agenda
  • 8. 8 The “Y” and the “X” • X1, X2… • Independent • Input • Cause • Problem • Control • Garbage In The Y • Y • Dependent • Output • Effect • Symptom • Monitor • Garbage Out The X
  • 9. 9 Pseudo Equation Y = ƒ(x1, x2…xn) ?
  • 10. 10 Y and X at Bahama Bistro Speed of Service Menu Item Availability Food Freshness Order Accuracy Customer Satisfaction Y X X X X X Ambience
  • 11. 11 Fishbone Diagram: aka “Ishikawa” or “Cause & Effect” is a method of structured brainstorming to get to root cause • Conducted in groups • Uses categories • Uses hierarchy What Is a Fishbone Diagram? Y X XX X
  • 13. 13 What’s your experience with Fishbone Diagrams? A.Totally new to me B.I use them but not sure I’m using them effectively C.I know about them but don’t use them D.I use them all the time – great tools Poll #1:
  • 14. 14 How to Construct Issue or “Y” in “Fish Head” Two methods: 1. Pre-Label Fishbones • Transactional Categories • Manufacturing Categories 2. Brainstorm and affinitize root causes into categories that are process specific • Groupings become “Fishbone” labels
  • 15. 15 1. Pre-Label Advantages •Easy to set up •Causes unexpected ideas •Does not require upfront work •Can combine with brainstormed categories Disadvantages •Limits ideas •Not focused on the process
  • 16. 16 Manufacturing Categories Operator or Design Engineer Specific Parts or Materials Standard Operating Procedures Environment (physical, political, etc.) Variation
  • 18. 18 •More focused on specific process •Organic •Involves group •Good to practice Affinity Analysis – generic organizational technique 2. Affinity Analysis
  • 20. 20 Fishbone Diagram The Y Service Menu Food PresentationAmbience Ordering Customer Satisfaction
  • 21. 21 Which method do you use to build the Fishbone Diagram? A. I use the standard Manufacturing or Transactional labels B. I brainstorm and affinitize categories first C. I just pick labels that seem appropriate given the issue D.None of the above Poll #2:
  • 22. 22 Fishbone Diagram Example Stale Bread Limited Options Too slow Too Noisy Radish is only garish Method is complicated Kitchen takes too long with lunch orders Storage Dropped dishes Vendor availability PresentationAmbience Ordering Service Menu Food Why such variation in customer satisfaction?
  • 23. 23 Turn Into Measures Stale Bread Limited Options Too slow Too Noisy Radish is only garish Method is complicated PresentationAmbience Ordering Service Menu Food Why such variation in customer satisfaction? Service Cycle Time Noise levels above 100 decibels # Available garnishes # dropped dishes” per hour Dropped dishes Age of Bread # Steps to order # Options
  • 25. 25 Caution: Solutions Masquerading… Stale Bread Limited Options Too slow Too Noisy Radish is only garnish Method is complicated PresentationAmbience Ordering Service Menu Food Why such variation in customer satisfaction? Not enough waitress training Should build booths Need more inspection Lack of automated ordering Missing “Fusion” Options Need to Increase Condiments
  • 26. 26 Fishbone Trap Why is this problem happening? Inadequate Training Lack of Automation Insufficient Staff Lack of Inspections Lack of software “Lack of” X Category Category Category Category Category Category
  • 27. 27 •Lack of training  Level of operator knowledge •Procedure not followed  % of time procedure followed •Inadequate staffing  # of man hours utilized •Lack of inspection  % returned meals Solutions  Measurable Causes
  • 28. 28 •Run by teenagers •Assume turnover •Build processes with visual management •Low need for training Level of Training
  • 29. 29 Number of Inspections •Add time (waste) •Cause delays •Initiated by failures •Provide false sense of security •Never removed “We inspect because we expect a defect”
  • 30. 30https://image.freepik.com/free-vector/multimedia-desktop-pc- illustration_72147494127.jpg Automation Myths Myth 1: No need to address this issue now – Software “X” is coming Myth 2: Software “X” will solve the process issue Myth 3: Automation will streamline the process
  • 31. 31 Solution Parking Lot Solutions • Have Joey do everything • Outsource the cooking • Get rid of Marketing • Close early • Switch to Italian food
  • 32. 32http://www.libationlab.com/wp-content/uploads/2011/08/redherring.png • Beware of solutions masquerading as problems • Key phrases: “Lack of…”, “Insufficient…”, “Inadequate…” • Don’t assume training is the issue • Is process too complicated? • Clean up process before automating “Red Herring” Root Causes
  • 33. 33 One Fishbone Leads to Another… PresentationAmbience Ordering Service Menu Food Why such variation in customer satisfaction? Service Cycle Time Noise levels above 100 decibels # Available garnishes # dropped dishes” per hour Age of Bread # Steps to order # Options
  • 34. 34 # Steps between stations New Fishbone Diagram # items taking too long to prepare # Sandwiches taking > 10 mins Packaging process for pick-up varies # Servers who don’t turn in orders right away # of items taking > 15 mins to cook % transactions stuck # staff allowed to use system “Not my job” thinking # wrong special orders # of steps to prep # Steps required for restocking during rush Documentation Political Environment Servers Point-of-Sale Software Kitchen Layout Food Types Why do food orders take so long for lunch customers? # Staff allowed to cross-train
  • 35. 35 The Five Whys • Repeatedly ask “Why” • Work the causal chain • Done by those in the process • Could be more or less than 5 “Whys” Benefits: • Simple – no stats • Get past symptoms • Good for processes involving human factors
  • 37. 37 Fishbone and Five Whys Packaging process for items for pick- up varies # Servers who don’t turn the orders in right away ServersKitchen Layout Could lead to nested fishbones
  • 39. 39 •Count the number of options • Root causes • Solutions • Customer Comments •Divide by 3 •Hand out N/3 Dots to each person •Narrow the list Multi-Voting Options It’s Marketing’s fault Lack of new software Not enough staff Need more inspection Need a new manager Need more money
  • 40. 40 # Steps between stations # items take too long to prepare# Sandwiches take > 10 mins Packaging process for pick-up varies # Servers who don’t turn in orders right away # of items take > 15 mins to cook % transactions stuck # staff allowed to use system “Not my job” thinking Clarity of instructions Special Orders # of steps to prep Restocking requires walking # steps during rush Documentation Political Environment Servers Point-of-Sale Software Kitchen layout Food Types Why do food orders take so long for lunch customers? Multi-Voting
  • 41. 41 •Fishbone is a structured brainstorming – not proof •Team decides where to focus •Must create hypothesis statements •Verification can take many forms •Depends on the process and issue Next Steps
  • 42. 42 What’s your experience with Fishbones “gone wrong”? A.They are populated with solutions B.They are not paired with the 5 Whys C.They are not verified D.Some combination of above E. None of the above – all good! Poll #3:
  • 43. 43 Observe • Watch the process and see the issue in action Compare • Where problem is/isn’t Use Data • Caution Use Stat Tools to Test Hypothesis • Try to “disprove” the Null Hypothesis Validating Methods
  • 44. 44 Hypothesis & Data Example Hypothesis: As number of waitress “courtesy” food pick ups increase, lunch order cycle time increases OrderCycleTime # Courtesy Pick-ups Y X
  • 45. 45 Build the Fishbone • Conduct in groups (not party of one) – more brains, more ownership • Brainstorm and clarify labels (physical or political environment?) • Populate the fishbone – bony is good – not limited to one page • Don’t worry about “where” a cause goes – as long as it’s included • Consider what causes process “variation” not just defective units • Turn causes in to measures - set up for verification Expand the Fishbone • Use 5 Whys to dig past symptoms • Watch for solutions masquerading as problems – use Solution Parking Lot • Keep and update Fishbone – organizational knowledge Verify the Fishbone • Multi-vote and prioritize potential root causes to research • Form hypothesis statements & and select verification method Fishbone Review
  • 46. 46 Today We Covered • What is a Fishbone (aka Cause & Effect or Ishikawa) Diagram? • Why and when should we use a Fishbone Diagram? • What’s the right way to build a Fishbone Diagram? • Are there any ways not to use a Fishbone Diagram? • What do “proper” Fishbones look like?
  • 48. 48 Getting Started Learn more by starting some more training! • Yellow Belt Training is FREE at GoLeanSixSigma.com • Green Belt Training & Certification • Black Belt Training & Certification • Lean Training & Certification
  • 49. 49 Just-In-Time Podcast Tune in at GoLeanSixSigma.com/cafe for the latest Lean Six Sigma news, easy ways to apply Lean Six Sigma and interviews with process improvement leaders like you!
  • 51. 51 More Questions? Ask us at contact@goleansixsigma.com! Click here to download free tools, templates, infographics and more! Thank you for joining us!