VIII. Professional Guidance
No, I don't necessarily mean a consultant! I mean an experienced,
successful, professional educator, facilitator and coach. Some form
of professional guidance is essential. An organization that has no
professional guidance is a 1. When your company uses professional
guidance on an ad-hoc basis for fire-fighting and refereeing that's
a 3. Having and executing a plan for the use of professional
guidance, intelligently applied, and effectively and efficiently
managed is a 5.
IX. Project Team Education
Education is communicating what and why. Training is communicating
how. The Project Team members and the Leader must be thoroughly
educated and trained. Merely reading several books or attending some
seminars to obtain a grasp of the concepts and theory is only a 1.
You may score yourself a 3 if your people have attended how to
seminars and workshops. It also helps that you have people that have
prior experience. Score a 5 if you have a structured, comprehensive
effort underway. Not a Program! Everybody in the organization is
participating and completing the education and perhaps achieving
professional recognition and certification such as APICS' CPIM,
CFPIM and CIRM.
X. Solution Selection
This is the ideal situation for a committee and/or consensus
decision. The system must serve and provide for the needs of the
entire enterprise both now and into the future. If selection was
based on Have I Got A Deal For You, be generous and give yourself a
1. If you determined what the key and/or critical factors are but
only looked at current needs score yourself a 3. If Your solution
selection was based on a clear understanding and agreement regarding
the list below rate yourself a 5.
• All of the enterprise's functional requirements
• Implementation considerations
• Impact of the system on the entire enterprise
• Economics (Cost/Benefit)
• Business strategy in future
This is where the rubber hits the road. The decisions and action
have been taken for hardware and software. Now we need to get the
team working and start achieving the promised payback. Too many
organizations focus on installation. Installation is a very short
term task easily accomplished. Implementation is an ongoing process
of continuous improvement. If there is no detailed (to the best of
your knowledge) customized implementation plan, rate yourself a 1.
You found a generic plan and you're focusing on specific areas or
functions. Many companies focus on finance and inventory accounting
(not management and/or control). If this is you then you're a 3. A 5
is executing a detailed customized plan that is targeted on using
the system to run the business. The effort is recognized and
accepted by all as an enterprise wide effort and process.
XII. Performance Monitoring
Establishing the parameters to be monitored, putting the stake in
the ground, establishing the benchmark(s), whatever you want to
call it, it is imperative to be able to demonstrate, illustrate and
indicate the status and progress of the efforts.
You have failed to define or have improperly defined the parameters
to be monitored. This means you have also failed to properly and
adequately justify the effort and expenditure. If you are guilty of
these charges, be kind and give yourself a 1. The 3's have
established some parameters but monitoring and reporting are
erratic. You, generally, very hurriedly, gather information and data
only when somebody, somewhere, has called a meeting and needs to be
updated as to what's going on. When you have clearly defined
parameters that are meaningful and supportive of the company's goals
and order winners and they are monitored and reported on a regular
basis, you're a 5.
You have now entered your score for each of the 12 Critical Success
Factors on the Self-Assessment Worksheet.
This is the real picture in that it represents the beliefs and
perceptions of several of the key people in your company. It also
represents the real opportunity for recognizing and identifying real
opportunities. A facilitated session, to determine where and why the
differences in perception, understanding and attitude, will lead to
a plan to accomplish what needs to be done to reach 5's across the
board and achieve the paybacks and benefits initially planned for.
For balance of this article, click on the below link:
Lean Manufacturing Articles and go to Series 01
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