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Stories of Leadership, Lean, and Learning

The Vortex

Sometimes we don’t see what’s right in front of us. We just do what we do and deal with the problems that inevitably arise.

I facilitated a Kaizen event for a non-profit. Contributions were declining significantly. After taking a Gemba walk through the process, we identified the need to improve donor engagement. It was taking up to two months to acknowledge the highest value donations. No wonder donors were leaving in droves. Recognition was slow and not meaningful.

Two months before, I ran a workshop and donated the proceeds to Feeding America. I received a thank-you note less than thirty minutes after I sent my credit card payment. It felt good to be recognized so quickly.

We brought together a team and mapped out the donation acknowledgment process end to end. There were many points in the process where the information stalled. Of those, the worst was in the office of the VP of Finance. Information could sit in his office for weeks before anything happened. If he was busy with other duties, he might forget to take any action. A call from a disgruntled donor would restart the process.

It was so bad his office was nicknamed “The Vortex”. Things came in and were lost to the world. This Recognition of poor performance had to be turned around.

The rest of the week, the team worked on ways to eliminate The Vortex. Time was reduced from two months to six days. Unfortunately, major damage had already been done to donor trust. It will take immense effort to reverse the negative Recognition for the organization.