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By	
  Alex	
  Thomason	
  
Nike,	
  Inc.	
  
Based	
  on	
  the	
  Improvement	
  Kata	
  Handbook	
  ©	
  by	
  Mike	
  Rother	
  
Tips	
  for	
  the	
  COACHING	
  KATA	
  
©	
  Mike	
  Rother	
  /	
  Improvement	
  Kata	
  Handbook	
  
Purpose of this SlideShare
•  Reflect on what is the job of a manager
in the 21st Century?
(Hint: You’re a teacher and a coach)
•  Help you become an awesome
Improvement Kata Coach by listing
some common errors and deviations
that Learners make as they practice the
Improvement Kata pattern and routines.
2	
  
©	
  Mike	
  Rother	
  /	
  Improvement	
  Kata	
  Handbook	
  
Iterate!
The Improvement Kata
What the Learner Does
3	
  
COACHING / MANAGING
4
Welcome to
Jedi Training
Skill building is what you're doing here
Learner
Coach
5
“Always two there are, no more, no
less. A master and an apprentice.”
6
Just like learning to play an instrument, the Improvement
Kata is about learning the scientific pattern of thinking and
acting through deliberate practice of specific routines.
When a Learner practices the Improvement Kata routines,
it's important for advancing their skill that the Coach pays
attention to errors & deviations, introduces a correction
and then has the Learner repeat the routine.
7
The Coach’s Mission is to Train
Novice
Advanced
Beginner
Competent
Proficient
Expert
“Ready are you? What know you of
ready? For eight hundred years have
I trained Jedi. My own counsel will I
keep on who is to be trained. A Jedi
must have the deepest commitment,
the most serious mind.”
Skill Levels
8
Once You’re Proficient You Can Coach Others
Stage 1:
Practice the Kata Exactly
Stage 2:
Personalize Your Kata Practice
Stage 3: Intuitive Operating
Novice
Advanced
Beginner
Competent
Proficient
Expert
Skill Levels
9
1. Is the Learner following the
Improvement Kata pattern?
2. Is the Learner acting beyond his/
her threshold of knowledge?
3. Is the Learner practicing in the
Learning Zone, beyond apparent
certainty?
Ask Yourself
10
“You must unlearn
what you have
learned.”
“Difficult to see.
Always in motion
is the future.”
“The fear of loss is
a path to the Dark
Side.”
11
Is the Learner Practicing in the Learning Zone?
12
“Named must your fear be
before banish it you can.”
Target
Condition:
The Learner
Understands the
Overarching Challenge
Common
deviations from
the IK Pattern:
•  Challenge derived
from the Lean Ideal
rather than from
Business Strategy.
•  Proceeding without
alignment to the
Challenge.
•  Proceeding without a
Challenge.
13
Common Errors in this Step
Target
Condition:
The Learner has
Grasped the Current
Condition
Common
deviations from
the IK Pattern:
•  No actual data.
•  Facts, but an inability
to use them to
describe the
operating pattern.
•  Conjecture.
“This one a long time have I watched. All his life has he
looked away… to the future, to the horizon. Never his
mind on where he was. Hmm? What he was doing.” 14
Common Errors in this Step
Target
Condition:
The Learner has
Defined the Next
Target Condition
Common
deviations from
the IK Pattern:
•  Describes tools
rather than the
operating pattern.
•  Missing Output
Metrics and/or
Process Metrics.
•  Too easy (solution
known) or too
difficult (time horizon
too long).
[Luke:] “I can’t believe it.”
[Yoda:] “That is why you fail.”
15
Common Errors in this Step
1) What is the Target Condition?
2) What is the Actual Condition now?
--------(Turn Card Over)--------------------->
3) What Obstacles do you think are preventing
you from reaching the target condition?
Which *one* are you addressing now?
4) What is your Next Step?
(Next experiment) What do you expect?
5) How quickly can we go and see what we
Have Learned from taking that step?
The Five Questions
*Youʼll often work on the same obstacle with several experiments
“Size matters not. Look at me. Judge
me by my size, do you? Hmm? Hmm.
And well you should not. For my ally
is the Force, and a powerful ally it is.”
The Force is the scientific
pattern embedded in the
Five Coaching Kata Questions!
16
Reflect on the Last Step Taken
Because you donʼt actually know
what the result of a step will be!
1) What did you plan as your
Last Step?
2) What did you Expect?
3) What Actually Happened?
4) What did you Learn?
------------------------------>
Return to question 3
1) What is the Target Condition?
2) What is the Actual Condition now?
--------(Turn Card Over)--------------------->
3) What Obstacles do you think are preventing
you from reaching the target condition?
Which *one* are you addressing now?
4) What is your Next Step?
(Next experiment) What do you expect?
5) How quickly can we go and see what we
Have Learned from taking that step?
The Five Questions
*Youʼll often work on the same obstacle with several experiments
FRAMING & ANCHORING
Common Errors:
Actual condition is not
actual anymore.
Thinking process not
made visual.
Skipping these questions.
Not going to see.
17
Reflect on the Last Step Taken
Because you donʼt actually know
what the result of a step will be!
1) What did you plan as your
Last Step?
2) What did you Expect?
3) What Actually Happened?
4) What did you Learn?
------------------------------>
Return to question 3
1) What is the Target Condition?
2) What is the Actual Condition now?
--------(Turn Card Over)--------------------->
3) What Obstacles do you think are preventing
you from reaching the target condition?
Which *one* are you addressing now?
4) What is your Next Step?
(Next experiment) What do you expect?
5) How quickly can we go and see what we
Have Learned from taking that step?
The Five Questions
*Youʼll often work on the same obstacle with several experiments
REFLECT (back of card)
Common Errors:
Verbal; not filling in the
PDCA Cycles Record form.
Not making a testable
prediction.
Mistaking a missed
prediction as failure.
18
Reflect on the Last Step Taken
Because you donʼt actually know
what the result of a step will be!
1) What did you plan as your
Last Step?
2) What did you Expect?
3) What Actually Happened?
4) What did you Learn?
------------------------------>
Return to question 3
1) What is the Target Condition?
2) What is the Actual Condition now?
--------(Turn Card Over)--------------------->
3) What Obstacles do you think are preventing
you from reaching the target condition?
Which *one* are you addressing now?
4) What is your Next Step?
(Next experiment) What do you expect?
5) How quickly can we go and see what we
Have Learned from taking that step?
The Five Questions
*Youʼll often work on the same obstacle with several experiments
FOCUS
Common Errors:
Obstacles parking lot
outdated.
Obstacles parking lot =
an action item list.
Silver-bullet thinking.
Perceived or predicted
obstacles vs. actual ones.
19
Reflect on the Last Step Taken
Because you donʼt actually know
what the result of a step will be!
1) What did you plan as your
Last Step?
2) What did you Expect?
3) What Actually Happened?
4) What did you Learn?
------------------------------>
Return to question 3
1) What is the Target Condition?
2) What is the Actual Condition now?
--------(Turn Card Over)--------------------->
3) What Obstacles do you think are preventing
you from reaching the target condition?
Which *one* are you addressing now?
4) What is your Next Step?
(Next experiment) What do you expect?
5) How quickly can we go and see what we
Have Learned from taking that step?
The Five Questions
*Youʼll often work on the same obstacle with several experiments
NEXT EXPERIMENT
Common Errors:
We’re not at the threshold
of knowledge.
The planned experiment
is not scientific, rapid, or
measurable.
The experiment design is
too risky.
The experiment is not part
of a chain of learning.
20
“I think...” “probably...”
“maybe...” “could...”
“most likely...” “well...”
“on average...” “let’s reduce it
by [big round number]”
CONGRATULATIONS, you found
the Threshold of Knowledge!
“What do we need to learn
now?” “How will we test it?”
“How will we measure it?”
21
Threshold of Knowledge
The Learner’s next experiment should
take place at the current Threshold of
Knowledge. The Coach must ensure
that the Learner sees what is the current
Knowledge Threshold before the
Learner sets up the next experiment.
Reflect on the Last Step Taken
Because you donʼt actually know
what the result of a step will be!
1) What did you plan as your
Last Step?
2) What did you Expect?
3) What Actually Happened?
4) What did you Learn?
------------------------------>
Return to question 3
1) What is the Target Condition?
2) What is the Actual Condition now?
--------(Turn Card Over)--------------------->
3) What Obstacles do you think are preventing
you from reaching the target condition?
Which *one* are you addressing now?
4) What is your Next Step?
(Next experiment) What do you expect?
5) How quickly can we go and see what we
Have Learned from taking that step?
The Five Questions
*Youʼll often work on the same obstacle with several experiments
NEXT COACHING CYCLE
Common Errors:
No specific date & time.
Too far out in the future.
Learner & Coach should
do at least one coaching
cycle per day.
Accidental switch from
learning orientation to
task orientation.
22
“If you end your training now —
if you choose the quick and
easy path as Vader did — you
will become an agent of evil.”
Novice
Advanced
Beginner
Competent
Proficient
Expert
23
Keep Practicing & Learning
“Always pass
on what you
have learned.”
“Do or do not.
There is no try.”
“May the Kata
be with you.”
24
Addi=onal	
  Resources	
  
ü Table	
  of	
  Learner	
  Skill	
  Levels	
  
ü Table	
  of	
  Coach	
  Skill	
  Levels	
  
25	
  
©	
  Mike	
  Rother	
  /	
  Improvement	
  Kata	
  Handbook	
   26	
  
Learner	
  Skill	
  Levels	
  
27	
  
Coach	
  Skill	
  Levels	
  
By	
  Yvonne	
  Muir,	
  Jennifer	
  Ayers	
  and	
  Julie	
  Simmons	
  	
  

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May The Kata Be With You

  • 1. By  Alex  Thomason   Nike,  Inc.   Based  on  the  Improvement  Kata  Handbook  ©  by  Mike  Rother   Tips  for  the  COACHING  KATA  
  • 2. ©  Mike  Rother  /  Improvement  Kata  Handbook   Purpose of this SlideShare •  Reflect on what is the job of a manager in the 21st Century? (Hint: You’re a teacher and a coach) •  Help you become an awesome Improvement Kata Coach by listing some common errors and deviations that Learners make as they practice the Improvement Kata pattern and routines. 2  
  • 3. ©  Mike  Rother  /  Improvement  Kata  Handbook   Iterate! The Improvement Kata What the Learner Does 3  
  • 5. Welcome to Jedi Training Skill building is what you're doing here Learner Coach 5
  • 6. “Always two there are, no more, no less. A master and an apprentice.” 6
  • 7. Just like learning to play an instrument, the Improvement Kata is about learning the scientific pattern of thinking and acting through deliberate practice of specific routines. When a Learner practices the Improvement Kata routines, it's important for advancing their skill that the Coach pays attention to errors & deviations, introduces a correction and then has the Learner repeat the routine. 7 The Coach’s Mission is to Train
  • 8. Novice Advanced Beginner Competent Proficient Expert “Ready are you? What know you of ready? For eight hundred years have I trained Jedi. My own counsel will I keep on who is to be trained. A Jedi must have the deepest commitment, the most serious mind.” Skill Levels 8 Once You’re Proficient You Can Coach Others
  • 9. Stage 1: Practice the Kata Exactly Stage 2: Personalize Your Kata Practice Stage 3: Intuitive Operating Novice Advanced Beginner Competent Proficient Expert Skill Levels 9
  • 10. 1. Is the Learner following the Improvement Kata pattern? 2. Is the Learner acting beyond his/ her threshold of knowledge? 3. Is the Learner practicing in the Learning Zone, beyond apparent certainty? Ask Yourself 10
  • 11. “You must unlearn what you have learned.” “Difficult to see. Always in motion is the future.” “The fear of loss is a path to the Dark Side.” 11 Is the Learner Practicing in the Learning Zone?
  • 12. 12
  • 13. “Named must your fear be before banish it you can.” Target Condition: The Learner Understands the Overarching Challenge Common deviations from the IK Pattern: •  Challenge derived from the Lean Ideal rather than from Business Strategy. •  Proceeding without alignment to the Challenge. •  Proceeding without a Challenge. 13 Common Errors in this Step
  • 14. Target Condition: The Learner has Grasped the Current Condition Common deviations from the IK Pattern: •  No actual data. •  Facts, but an inability to use them to describe the operating pattern. •  Conjecture. “This one a long time have I watched. All his life has he looked away… to the future, to the horizon. Never his mind on where he was. Hmm? What he was doing.” 14 Common Errors in this Step
  • 15. Target Condition: The Learner has Defined the Next Target Condition Common deviations from the IK Pattern: •  Describes tools rather than the operating pattern. •  Missing Output Metrics and/or Process Metrics. •  Too easy (solution known) or too difficult (time horizon too long). [Luke:] “I can’t believe it.” [Yoda:] “That is why you fail.” 15 Common Errors in this Step
  • 16. 1) What is the Target Condition? 2) What is the Actual Condition now? --------(Turn Card Over)---------------------> 3) What Obstacles do you think are preventing you from reaching the target condition? Which *one* are you addressing now? 4) What is your Next Step? (Next experiment) What do you expect? 5) How quickly can we go and see what we Have Learned from taking that step? The Five Questions *Youʼll often work on the same obstacle with several experiments “Size matters not. Look at me. Judge me by my size, do you? Hmm? Hmm. And well you should not. For my ally is the Force, and a powerful ally it is.” The Force is the scientific pattern embedded in the Five Coaching Kata Questions! 16
  • 17. Reflect on the Last Step Taken Because you donʼt actually know what the result of a step will be! 1) What did you plan as your Last Step? 2) What did you Expect? 3) What Actually Happened? 4) What did you Learn? ------------------------------> Return to question 3 1) What is the Target Condition? 2) What is the Actual Condition now? --------(Turn Card Over)---------------------> 3) What Obstacles do you think are preventing you from reaching the target condition? Which *one* are you addressing now? 4) What is your Next Step? (Next experiment) What do you expect? 5) How quickly can we go and see what we Have Learned from taking that step? The Five Questions *Youʼll often work on the same obstacle with several experiments FRAMING & ANCHORING Common Errors: Actual condition is not actual anymore. Thinking process not made visual. Skipping these questions. Not going to see. 17
  • 18. Reflect on the Last Step Taken Because you donʼt actually know what the result of a step will be! 1) What did you plan as your Last Step? 2) What did you Expect? 3) What Actually Happened? 4) What did you Learn? ------------------------------> Return to question 3 1) What is the Target Condition? 2) What is the Actual Condition now? --------(Turn Card Over)---------------------> 3) What Obstacles do you think are preventing you from reaching the target condition? Which *one* are you addressing now? 4) What is your Next Step? (Next experiment) What do you expect? 5) How quickly can we go and see what we Have Learned from taking that step? The Five Questions *Youʼll often work on the same obstacle with several experiments REFLECT (back of card) Common Errors: Verbal; not filling in the PDCA Cycles Record form. Not making a testable prediction. Mistaking a missed prediction as failure. 18
  • 19. Reflect on the Last Step Taken Because you donʼt actually know what the result of a step will be! 1) What did you plan as your Last Step? 2) What did you Expect? 3) What Actually Happened? 4) What did you Learn? ------------------------------> Return to question 3 1) What is the Target Condition? 2) What is the Actual Condition now? --------(Turn Card Over)---------------------> 3) What Obstacles do you think are preventing you from reaching the target condition? Which *one* are you addressing now? 4) What is your Next Step? (Next experiment) What do you expect? 5) How quickly can we go and see what we Have Learned from taking that step? The Five Questions *Youʼll often work on the same obstacle with several experiments FOCUS Common Errors: Obstacles parking lot outdated. Obstacles parking lot = an action item list. Silver-bullet thinking. Perceived or predicted obstacles vs. actual ones. 19
  • 20. Reflect on the Last Step Taken Because you donʼt actually know what the result of a step will be! 1) What did you plan as your Last Step? 2) What did you Expect? 3) What Actually Happened? 4) What did you Learn? ------------------------------> Return to question 3 1) What is the Target Condition? 2) What is the Actual Condition now? --------(Turn Card Over)---------------------> 3) What Obstacles do you think are preventing you from reaching the target condition? Which *one* are you addressing now? 4) What is your Next Step? (Next experiment) What do you expect? 5) How quickly can we go and see what we Have Learned from taking that step? The Five Questions *Youʼll often work on the same obstacle with several experiments NEXT EXPERIMENT Common Errors: We’re not at the threshold of knowledge. The planned experiment is not scientific, rapid, or measurable. The experiment design is too risky. The experiment is not part of a chain of learning. 20
  • 21. “I think...” “probably...” “maybe...” “could...” “most likely...” “well...” “on average...” “let’s reduce it by [big round number]” CONGRATULATIONS, you found the Threshold of Knowledge! “What do we need to learn now?” “How will we test it?” “How will we measure it?” 21 Threshold of Knowledge The Learner’s next experiment should take place at the current Threshold of Knowledge. The Coach must ensure that the Learner sees what is the current Knowledge Threshold before the Learner sets up the next experiment.
  • 22. Reflect on the Last Step Taken Because you donʼt actually know what the result of a step will be! 1) What did you plan as your Last Step? 2) What did you Expect? 3) What Actually Happened? 4) What did you Learn? ------------------------------> Return to question 3 1) What is the Target Condition? 2) What is the Actual Condition now? --------(Turn Card Over)---------------------> 3) What Obstacles do you think are preventing you from reaching the target condition? Which *one* are you addressing now? 4) What is your Next Step? (Next experiment) What do you expect? 5) How quickly can we go and see what we Have Learned from taking that step? The Five Questions *Youʼll often work on the same obstacle with several experiments NEXT COACHING CYCLE Common Errors: No specific date & time. Too far out in the future. Learner & Coach should do at least one coaching cycle per day. Accidental switch from learning orientation to task orientation. 22
  • 23. “If you end your training now — if you choose the quick and easy path as Vader did — you will become an agent of evil.” Novice Advanced Beginner Competent Proficient Expert 23 Keep Practicing & Learning
  • 24. “Always pass on what you have learned.” “Do or do not. There is no try.” “May the Kata be with you.” 24
  • 25. Addi=onal  Resources   ü Table  of  Learner  Skill  Levels   ü Table  of  Coach  Skill  Levels   25  
  • 26. ©  Mike  Rother  /  Improvement  Kata  Handbook   26   Learner  Skill  Levels  
  • 27. 27   Coach  Skill  Levels   By  Yvonne  Muir,  Jennifer  Ayers  and  Julie  Simmons    

Notas do Editor

  1. Coach your Learners one at a time, not in groups of Learners:• Each Learner will have different focus-practice needsat different times.• Different Learners learn at different rates.• Different Learners learn in different ways.
  2. The role of the Coach is managing the Learner's practice. Why do you need a Coach? Because alone we donʼt see the errors in our practice and thus donʼt correct them!To help the Learner become more proficient in using the pattern of the Improvement Kata -- to make it a habit -- theCoach pays attention to the Learnerʼs current application of the Improvement Kata and sets specific practice goals forimproving targeted aspects. The Coach keeps the Learner moving ahead in skill development and ensures the Learneris successful in using the IK pattern to navigate uncertain territory and achieve a challenging target condition.
  3. Since you need to be able to judge if the Learner is following the Improvement Kata pattern correctly, you must have experience carrying out the Improvement Kata yourself.To coach the Improvement Kata you need to know both the Improvement Kata and the Coaching Kata.
  4. STAGE 1: PRACTICE THE COACHING KATA EXACTLYAt first you repeat the forms with discipline, executing the kata without variation. It may feel awkward when you start, but as you go through repetitions it becomes more flowing.Any time you learn a new skill youʼre a beginner in that area, which means starting with some repetitious exercises.STAGE 2: PERSONALIZE YOUR COACHING KATA PRACTICEOnce the basic forms have been absorbed and can be executed successfully you can make modifications to your practice. You now appreciate and use the kata because you understand the technicalwisdom -- the “why” -- within them, and you adapt the patterns to your situation.STAGE 3: INTUITIVE OPERATINGAt this stage youʼve absorbed the patterns of the kata to such an advanced level that you can be creative and unhindered -- spontaneous and efficient -- while still working within the principles.The underlying truth of the kata remains, but you almost forget the technique and arenʼt limited by a conscious thought process. Your mind can now operate on a higher level than previously possible.
  5. Just practicing a series of steps is not enough for the Learner to develop new skills and mindset. The Learnerʼs emotions during their practicing also play a large role. Specifically, an important ingredient is the Learnerʼs success and joy in overcoming obstacles and achieving an appropriately challenging target condition through application of the Improvement Kata pattern, and (b) progressively mastering the Improvement Kata pattern.To cope with the discomfort, plateaus and setbacks that come with any skill-building and learning process the Learner needs support. The Coach helps the Learner see when s/he might be acting in ways counter to their skill-building goals and to design practice activity to make new progress.Your objective as a Coach is not just that the Learner achieves the target condition, but that the Learner is able to and wants to use the Improvement Kata pattern. With this in mind, a job description for anImprovement Kata coach, especially with beginner Learners, is: MANAGE THE LEARNERʼS PRACTICE. Accompany the Learner and give procedural guidance as needed to ensure that although the Learner struggles, s/he is successful in learning to use the Improvement Kata pattern to achieve challenging, real target conditions. In other words, the Coach is responsible for the Learnerʼs success.
  6. * See chain of coaching for insights…
  7. * See chain of coaching for insights…
  8. * See chain of coaching for insights…
  9. * See chain of coaching for insights…
  10. Helps you determine if the Learnerʼs thinking is inside or outside the ʻcorridorʼ specified by the Improvement Kata pattern.You put the focus on facts and data; on what we know and not just opinions.You guide a process of experimenting, whereby the Learner compares predicted and actual outcomes, and adjusts the course accordingly.You teach a systematic process for learning.You impart importance and urgency.
  11. There is a knowledge threshold in every coaching cycle.When you hit a knowledge threshold, plan the next experiment there!They can be difficult for beginner coaches to spot because the learner is hesitant to say “I donʼt know”Two key points to remember as a Coach are that there is always a knowledge threshold, and (b) a knowledge threshold is not a problem. On the contrary, itʼs what weʼre looking for as we strive for the target condition. It tells us what we need to investigate and work on next.This is an important moment for teaching the Learner what it means to think and act scientifically.WHAT TO DO• Congratulations, you found it! Focus your coaching cycle and your coaching input here. Use hearing the imprecise words from the Learner as a cue to ask clarifying questions and to go-and-see.• The Learner shouldnʼt try to move beyond a knowledge threshold via conjecture. Teach the learner to see further by experimenting. Donʼt deliberate about whatʼs beyond the knowledge threshold.Deliberate about the next experiment. Ask:“What do we need to learn now?” “How will we test it?”“How will we measure it?”• Within the pattern of the 5 Questions, have the Learner set up and conduct the next experiment, then do another coaching cycle. The Learner should use the PDCA Cycles Record.
  12. Coaching Section of TK = 56 PagesCoaching Section of the IK Handbook = 116 pages