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Manufacturing Management Training

Strategic Planning 


PART VI. 


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Team Selection

At the beginning of Phase 1, the MIS organization reported separately through three different parts of the Company (Operations, Finance and Customer Service.) Since report­ing was split and our leadership was not clearly defined, we carefully selected a small team (six of us) representing all parts of the 125-person department. No area was excluded, ensuring support from all department constituencies.

When planning Phase 2, we decided to balance empower­ment with personal accountability by naming team leaders for each issue. The team leaders, we stressed, would be personally responsible for their issues, and would deliver the presentation to top management themselves. This "created a crisis" and made it personal for each of them. We asked for volunteers, who submitted a statement of qualifications; we hand-picked the leaders by consensus of the Phase 1 veterans. We chose a combination of well-estab­lished MIS leaders and those we believed were future leaders.

Loose/Tight Work Plan

Work plans were developed for both phases. These work plans drew on a formal MIS strategic planning methodol­ogy (see Figure 4) for the approach and early (data gather­ing) activities. Later activities, however, were intention­ally left open-ended (loose). In this way, we avoided the "fallacy of formalization" discussed earlier. Our group worked hard not to over-structure the plan (and thus prejudge the outcome of the project). But we needed enough structure to guide the project and keep it moving toward a timely conclusion. Missing deadlines would risk our cred­ibility. Modest adjustments to the work plan were made throughout the project, as we learned from experience. The final deliverables of both phases were different than any of us could have envisioned in the beginning (a good measure of true learning!)

In Phase 2, our workplan started with the presentation date we had committed to, and backscheduled the tasks that must produce it. We established key milestones around the presentation but left detailed planning up to the project leaders. We stressed their autonomy in running their teams, subject only to the macro dates we had signed up for. Team leaders chose their team members, set their own meeting schedules, and ran their teams as they chose. The core group coordinated and assisted individual teams as needed.

Keep the End in Mind

One early lesson learned by all successful project managers is the need to maintain a vigilant focus on the desired project outcome. As Steven Covey says, "begin with the end in mind."6 For change projects, this means identifying the target audience (the person or group who must approve or implement the desired change). It also means identifying outputs or outcomes from the project during the planning phase, and building tasks into the plan to ensure that all outputs will be produced. Finally, each output must be adequately time-phased so that the project will meet its overall deadline. The change project manager is responsible for seeing that this focus is developed and sustained throughout the project.

World Class Manufacturing Menu

lean six sigma success  six sigma presentations success 
balanced scorecard success  performance management success 
total quality management success  iso 9000 2000 success  
lean manufacturing success  lean manufacturing implementation success  
strategic tactical planning success  strategic planning success  
supply chain management success 
inventory reduction success  
manufacturing simulation success  lean manufacturing certification success  
thinking outside the box success  manufacturing success

Survey of Key Leaders

Early in Phase 1, we recognized the need to assess top management's mindset toward MIS (before seeking to change it.) To do this, we surveyed and interviewed key top and middle managers. We mailed an interview questionnaire containing specific questions, and followed with a personal interview. The questions began with specific business issues and directions, and subtly (we thought) moved to attitudes toward MIS. Though these interviews yielded few truly new issues, they effectively revealed the mindsets operating at the senior management level. This proved to be critical when we later set to change those mindsets. It helped us understand our target audience.

Literature Search and Sharing

We read everything we could find that related to our subject. This included MIS and business publications, periodicals, books, consultants' briefings, business and technical research reports, financial analysts' reports, competitor analyses, futurists' predictions, vendor propaganda, and more. Everybody was copied on everything we found. In this way, we educated ourselves, focused on the "whole system," and built a database of research that supported our findings.

Use of Graphics and Metaphors

Given management's preference for left-handed style material, we borrowed and created metaphors and relied on graphics for the presentations. This was both more interesting and more effective for our audience. When people enjoy a presentation, they are more open to its influence.

To be Continued


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