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Index Page –› Business & Companies –› Planning & Strategy
 

Continuous Improvement - PDCA - The PLAN Phase

 

Let's start by a quick recap of the main article...

Make Continuous Improvement One Of Your Goals - As Soon As You Possibly Can (ID: 74077)
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What Is An Improvement Cycle?

"Everything we do is a process, every process has a customer"

The Improvement Cycle is a highly disciplined and rigorous approach to problem solving using the Plan, Do, Check, Act (PDCA) methodology developed by Dr. W. Edwards Deming.

The Improvement Cycle consists of seven steps, 3 in the Plan phase, 1 in the Do phase, 1 in the Check phase, and 2 in the Act phase.

The PDCA cycle needs to be used in a continuous manner, select your theme or project, assess the current situation, plan and implement your solutions, check the effects of your changes, standardise on your new improved process, and plan for future improvements - the cycle continues.

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Ready to take a look at the 3 detailed steps in the PLAN phase?

---SIDEBAR---

Although a certain amount of value and benefit may be derived from implementing part of the PDCA improvement process, a far greater benefit will be achieved by sticking to the process and following all 4 phases as best you can. this is especially important when involving internal and/or external team members.

---END SIDEBAR---

The critical part of the Plan phase is to get to the point where we can choose where to make improvements or what opportunity to run with and how success will be measured.

"Insanity: doing the same thing over

and over again and expecting different

results." Einstein

Whether deciding this on our own or as part of a team, there will be a time when we need to be able to communicate what the plan is and why it is in place. It may go in a report, recommendation for management approval, basis for raising funding, showing our customers that we have listened to them and we are acting on it.

Please don't be vague here. Time taken now will be more than well spent. The clearer we are about the plans purpose and the direction we wish to take, the greater the buy-in will be by all concerned. Moreover, it gives us the foundation for good, solid communication.

O.K. How to get started...

Why are we here? What has given us the idea for a new project? What is telling us that we need to improve?

Perhaps it's...

  • Customer survey information
  • Results from previous analysis
  • Current measures of success
  • Direct feedback
  • Your own observations
  • Results from team's previous brainstorming session(s)

    STEP 1 Identify Problem or Opportunity

  • Determine problem area or opportunity
  • Define what should happen, what we want to achieve
  • Define the current situation clearly and honestly
  • Determine the discrepancy or shortfall
  • Select your measurable goal(s)
  • Define the problem or opportunity in a statement form in order to brainstorm potential causes to the problem or potential means to achieve the opportunity.

    Note 1

    Remember 'SMART' goals and objectives - Specific, Measurable, Achievable, Realistic, Timed (timescales to achieve).

    Quoted often, the 'SMART' format definitely works although not always easy to use. Take as many tries as it needs to be as clear as possible. This is step one of seven - get this right, and the rest follows.

    STEP 2 Investigation

  • Brainstorm possible causes to the problem
  • Gather and analyze data related to the problem e.g. Sales by Region, Seasonality, Refunds, Returns, Questionnaires
  • Select most likely causes
  • Draw a Cause and Effect Diagram (Fishbone), select major categories and transfer likely causes grouped under these categories.
  • Establish the cause and effect relationship
  • Gather more data if necessary to verify likely causes
  • Keep asking WHY' until the true root cause(s) of the problem have been identified.

    Note 2

    If using Cause and Effect in a 'positive' way, e.g. if the desired effect is the successful start of a new venture or the successful completion of a new project, the causes will be the indivual people, things, events etc. that result in the desired outcome.

    Note 3

    Great Tip! Before and After...

    Once the desired outcome has been achieved either in full or in part, use the first Cause and Effect diagram as a base and then do a second one to show which 'causes' gave the achieved result.

    In the spirit of PDCA and Continuous Improvement, this forms the starting point of the next cycle

    STEP 3 Develop Plan

  • Think creatively to determine the best approach and best possible corrective actions
  • Make sure each action can be measured and is measured
  • Make sure each action is deadlined
  • How will you measure?, When will you measure? Who will measure?
  • Repeat the process for each Cause and Effect category if necessary
  • Develop your implementation plan and publish it.

    Note 4

    We all know or should know that plans are NOT edicts.

    No-Brainer

    If we have had the foresight to involve those who will be responsible for the doing in the planning, they are far more likely to support it and help with it's communication.

    Two Powerful Problem Solving / Decision Making Tools

    SWOT analysis

    (Strengths, Weaknesses, Opportunities, Threats)

    Force Field analysis

    (the strength of what's working for us and what's working against us).

  • Author: Andrew Gowans
     
    Author Bio:

    Andrew Gowans

    With a background spanning 25+ years in I.T. and Process Improvement, Andrew has designed and delivered workshops and seminars to different international focused groups in the public and private sector. He has freelanced for a number of years, enjoying the freedom it brings and has a passion for 'the little guy', life-long learning and continuous improvement.

    He has written a number of business focused articles and an entertaining ebook on planning and continuous improvement entitled PDCA (Plan, Do, Check, Act) which can be requested directly from the website...

     
     
     

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