Macon a productivity improvement

Many of my early projects for Armstrong World Industries were at the Macon Georgia plant. This was and still is the largest ceiling plant in the world, with a capacity of over half a billion square feet of ceiling tiles produced annually.

I was asked to join a team that was going to help the Macon plant return to budget performance by the middle of the year. At the time, I was known and requested for my product flow and team improvement experience. A group of a dozen engineers, scientists, and project managers traveled to the plant for the week to identify the work we could quickly accomplish to improve plant performance and achieve the required budget attainment by the end of the current operating quarter.

The plant is separated into two operating units: board forming and fabrication. My expertise and experience are in fabrication, so that’s where I was assigned.

When we arrived, I told the team I would take a Gemba walk of the total fabrication business unit and share my recommendations by the end of the day. Hunter, an experienced project manager, and Jason, an electrical engineer asked to join me. I was happy to have help.

As we walked the department, we saw and identified many areas of opportunity that would incrementally improve performance, but to get back to budget performance, we needed a bigger win. And then, we found it. There was a line feeding another major line. As it turns out, it was starving the following line, because it couldn’t supply boards fast enough.

We took a deeper look to see what was causing things to run so slowly. I climbed all over the line to get a visual perspective on what was happening. What I saw shocked me. Large rectangular boards were going around at angles and bumping into guides and equipment and causing jams and shutdowns. It shouldn’t be this difficult to run, I thought.

We measured the operating speed of the line and determined 18 boards could get through the line per minute, when the line was actually running, which wasn’t very often, due to jams. The line was capable of running faster, but the technicians had slowed everything down because they couldn’t trust the boards to flow through the line smoothly.

This was our opportunity. We needed to solve the problems on the line to improve the flow and allow the operating speed to be increased to match the line being fed upstream. This was the project we presented to the rest of the team. I believed we could easily gain ten percent productivity on the line, if not more, which would allow the upstream line to produce closer to its budget with the same labor and energy costs. This improvement would be worth a significant percentage of the overall losses we were trying to recoup.

We were assigned some maintenance support for the rest of the week. Using my reliability and board flow approach, we were able to get boards to flow through the line at 22 boards per minute, which was a twenty percent productivity improvement. We locked all settings in, so that we could sustain the performance and not worry about others adjusting things back to the previous conditions.

This project and many others helped the plant beat its budget commitments and continued to build my reputation as a quick problem-solver and board flow expert. Many years later, I still teach board flow and reliability techniques to clients around the world and the results have been extremely positive and satisfying.

Never tell someone their baby’s ugly

I have been influenced by many pop-culture references over the years. During my Kaizen events, words or phrases come out of my mouth that are my attempt to make the situation relatable to the team and make them feel better about the situation they’re in and the problem they’re facing. I want them to realize it’s not the first time something bad happened in business and their problems aren’t insurmountable. I wasn’t always this way – maybe you can learn from my mistakes!

Many years ago, I was taking a Gemba walk with a team from Armstrong’s Pensacola plant. During the walk, I saw build-up, dirt, and clutter on and around the production equipment. It really bothered me and I said out loud, “we should be ashamed of the way we are maintaining and operating our equipment.” I was immediately taken off to the side by the plant Lean manager and told I shouldn’t say these things out loud. I, of course, got respectfully defensive. Not really. I said, “Look at the state of the equipment. What does it say about how we feel about our employees, by setting such a bad example of leadership expectations?”

That didn’t sit well, and he walked me to the Plant Manager’s office. We had a mostly one-sided conversation. I was told I needed to watch my words and not make people feel bad about their working conditions. It wasn’t productive and brought down the mood of the team.

To this day, I still feel the same way about difficult working conditions, but I don’t speak my feelings out loudin front of the team. Instead, I think about how to get them to see their situation as unacceptable and motivate them to do something about it.

I am reminded of one of my favorite Seinfeld episodes, “The Hamptons.” The gang (Jerry, George, Kramer, and Elaine) goes to the Hamptons to see the new baby of their mutual friends, Carol and Michael. The baby is so ugly that upon seeing him, Kramer does an exaggerated double-take and says the little girl looks like Lyndon Johnson, who wasn’t attractive. The rest of the episode is about the gang trying to not make the parents feel bad about their baby. Hilarious, but it shares a parallel with my approach to improvement teams.

I want my team to see their baby, their process, as ugly, and then do something to it to make it beautiful. The way I do it now is to show an outrageous photo from the internet (there are so many of them) of a group of people doing something obviously unsafe. When I show the photo, I have the team members describe the safety risks they see. There are obvious ones, such as don’t put a ladder on top of another ladder  on the forks of a forklift, in order to change a light bulb  thirty feet in the air.

After they laugh at the absurdity of the photo (many of these are real situations), I point out the people doing the work think what they’re doing is ok and if we were to tell them we think it’s unsafe, they would probably run us off or worse. Then I tell the story of the Seinfeld episode and make the analogy that we can’t call the baby “ugly.” Once we make that connection, I tell them by the end of the Kaizen event, we will see our original process as the “ugly baby” and our job is to turn it into something beautiful we can be proud of.

This approach has improved the alignment and engagement of the team and has kept me from making my team members feel bad about their processes. By the end of the week, they’re talking about how they made their baby a beauty to behold and they own the changes that made that transformation.

You can’t help people if you don’t build trust

Right before the pandemic, I was asked to conduct a site assessment by one of my clients. The twist here is that it wasn’t for one of their own plants. Rather, they wanted me to assist one of their key suppliers, who was a co-packer (someone who packages and labels products for its clients and sometimes manufactures products using the clients’ brand). I should have seen the warning signs sooner.

The evening before the assessment, I attended dinner with a team from my client’s company. We had a good discussion about how the next day would go, but I got a vibe that they were skeptical of my ability to assist their vendor. My sponsor hadn’t traveled with the rest of the team.

The next morning, we met with the vendor in their conference room. I waited for my client to start the meeting, but they decided I should do it. I jumped right in, made introductions, and described my site assessment process. We would talk about any current or critical issues they were experiencing, then take a Gemba walk to see the process and the issues as they were occurring. Finally, I would share my findings and explain how I could help resolve any of the issues.

The vendor team didn’t look thrilled to have visitor(s) they didn’t know, and spoke about their issues in a vague way. Then, they reluctantly assigned two team members to walk around the plant with me: the plant manager and an engineer. One of the client’s team members joined us for most of the tour.

As we walked around the plant, I tried to point out helpful improvements that could be implemented without outside assistance. For example, there was a production line where the technician would grab completed packages and stack them on a pallet on the floor. This forced him to bend over every time and put his back at risk. I shared images of a spring-loaded pallet-lift, that could be installed for under $10,000 and would eliminate the need to bend over, as the lift would come up to a safe height for stacking and then lower naturally as the stacks got bigger.

After a few more examples, my tour guides opened up and showed me the most critical issues they were facing. I felt I could help with many of those issues, and they seemed to like my approach. We built a nice rapport and even traded business cards.

When the tour was over, we reconvened in the conference room and shared a light lunch. I was asked about my findings and described the top three issues where I could help. The team was more engaged than earlier in the morning, but still seemed skeptical I would be able to do what I said I could do.

I realized they had no experience with me and  were just going from my word and possibly the word of my sponsor, who hadn’t attended. Without him there to add credibility to the discussion, I felt like I didn’t have a chance to help this vendor.

I was right. Although they were appreciative and gracious, I never heard another word from them. I don’t think it was due to the pandemic. I do think it was due to the fact that I was “forced” on them, and it wasn’t their idea to bring in outside help.

Although I continue to learn this lesson at each engagement, I’ll still state it here: If you haven’t built trust through shared experiences, the odds of securing commitment to work together are very low.

Diving into the Deep End

Armstrong World Industries was forced to open a mineral wool plant, in response to the loss of a critical supplier of this vital raw material for ceiling tile manufacture. Because of this, they relied on more outside vendors to design and build the plant than they were comfortable with. They had never spun molten stone (slag) into fibers before and therefore couldn’t use their experience to reduce the potential for errors and inefficiencies in their process.

The plant started up late, over the capital budget, and at greatly lower performance than required to meet the demand of the ceiling tile plants in the network. Things got so bad that management was shuffled, project team members were removed, and highest-level management was getting involved on a daily basis.

I was “asked” to help the plant achieve budget performance. Knowing this was a politically charged situation and that people who were involved were under intense scrutiny, I convinced my manager to let me visit the facility before committing to the work.

I spent three days at the plant, getting to know the workers, managers, and the process. What I saw was a very concerned and engaged workforce, committed managers, and a process that was absolutely horrible to run. How did we get here, I wondered. I knew I couldn’t fix the past. All I could do was try to improve the future.

There were so many problems, but we identified the biggest one that was causing significant safety, quality, and productivity risk. The molten slag (rock with metal components in it) was designed to fall into a pit and then be scooped up and delivered into a bin. If the slag hit any moisture, it would superheat the water and cause small explosions within the confines of the building. And, the pit was exposed to the outside elements, which naturally allowed moisture in. Another issue was that the front-end loader used to scoop up the molten slag barely fit between the walls of the pit. I saw evidence of damage to the walls of the plant that was less than one-year old. Someday, someone was going to hit a wall with such force that the entire structure would come down.

I spoke with my sponsors and told them incremental improvement wasn’t going to help. We had to figure out a way to keep the slag from falling into the pit in the first place, eliminating the moisture and equipment issue. They looked at me in a way that felt like, “Well, duh, but how the heck can we do that?” I suggested we run a Production Preparation Process (3P) Kaizen in order to tease out and develop breakthroughsolutions to this problem. 3P is the most challenging kaizen event I facilitate. It forces structured minds to get unstructured, go to their childhood mindset (an 8-year-old can solve any problem) and use nature’s influence for ideas. Many engineers and scientists find this difficult to participate in, but their input is essential.

A month later, we assembled a team of operators, managers, engineers, and outside vendors to take the 11-step creativity journey that happens during a one-week 3P Kaizen. We framed the problem in this way: Deliver the molten slag directly to the process without any outside intervention by equipment or the environment. Initial skepticism gave way to creativity, and by the second day, everyone was in it to win it.

By the end of the week, there were two practical solutions for the business to choose from. Both looked promising and reasonably priced, and in the months that followed, one was implemented. From then on, molten slag never hit moisture and the building walls were spared further damage.

More impressive was the feeling of engagement, teamwork, and pride  permeating the workforce. They solved the problem, participated fullyand even identified other possible Kaizen events to run in the future.

The plant is still operating and is now the benchmark in the mineral wool industry. Armstrong was able to produce more mineral wool than internally necessary and then sell the wool to other companies. The workforce is highly engaged and continues to drive improvement on a daily basis.

I was amazed by the feedback of the team, who took on a monumental task and slayed their dragon. To a person, they were positively inspired by the effort and ready to take on the next challenges.

Experimenting in Europe

I was asked to co-facilitate a regional cost-reduction session with my Armstrong mentor, Fred, in Europe. He had facilitated many of these sessions over the years with great success. I was excited for the opportunity to work with him and tour around countries I wasn’t familiar with.

We planned the session together for a month before we left for Europe. It wasn’t unusual for these sessions to identify tens of millions of dollars of actionable improvement opportunities, so the investment of time was well spent. I was always impressed with Fred’s attention to detail and the way he was able to get strong engagement when he facilitated. I knew I was going to learn more about facilitation and strengthen my skills.

We flew to Europe on the weekend and spent a day looking at some castles and the little town we were staying in. Then, on Monday, we went to the corporate office and set up the conference room for the next day’s session.

Fred shared portions of the agenda with me to facilitate. He wanted me to gain experience leading this important session. He took most of the critical elements, including brainstorming and prioritization, as these were the areas in which he truly shined.

During the brainstorming session, I could tell Fred was getting a little tired and running out of ideas on how to draw more creativity out of the room. I suggested a short break and Fred was open to it. I asked Fred if he would be willing to let me step in for a few minutes, changing the tone of the session, by changing facilitators. He allowed me to do so, and I was able to squeeze a few more ideas out of the group.

Then, we took a lunch break. We were about to get into what Fred thought was going to be a lengthy session: the prioritization of the hundreds of ideas that had been generated. During lunch, Fred and I talked about his approach to prioritization. He was going to compare ideas against all others, generating an “A vs. B vs. C vs. all alternatives” matrix. Basically, the ideas that won the comparisons the most times would be the highest priority ideas to work on for the rest of the session.

I told Fred I thought it could take many hours to accomplish this and I may have a quicker way to complete the prioritization. He told me he’d like to try it his way first, but we could talk about adjusting if necessary.

After lunch, Fred drew a complex matrix on a whiteboard and explained his approach to prioritization. The team understood and was engaged as he took them through the initial stages of comparisons.

About thirty minutes in, I noticed some of the participants looked distracted and tired. I also realized we hadn’t finished the first set of comparisons. There were literally dozens more to be completed. I started thinking about how I could help get all these ideas prioritized in a shorter time. Then, an idea hit me. I asked Fred if we could take a short break and regroup. He accommodated my request.

During the break, I explained what I was noticing, did a quick calculation of how long it would take to finish it the way he had started, and asked if he was willing to try my suggestion. He asked for more details, and I explained I would like to try multi-voting with criteria. Using this process, each team member would pick the top 10 ideas they thought would provide the best cost-savings, be easiest to implement, and do no harm to anyone from a safety or quality perspective. Even though this approach didn’t seem scientific, I believed it was a way to utilize the diverse perspectives in the room and quickly build consensus around the many ideas generated.

Fred gave me the go-ahead, with a caveat. If this concept didn’t generate the results the team needed, from their perspective, we’d go back to his method.

I framed out the approach and explained multi-voting with criteria in detail to the team. They asked a few questions and even added an additional criterion to the list. I knew this approach had a chance because they were owning it!

Thirty minutes later, we had prioritized the many ideas into the top 20 to develop further for the company. We took the temperature of the room and by an overwhelming majority they agreed these 20 ideas were truly the top ones out of the total group. We documented all the other ideas, just in case they might be needed in the future.

Fred agreed this quicker approach likely got to the same conclusion that the “A vs. B v. C vs. all alternatives” comparison approach would have. I don’t think either of us could prove that, but we were relieved we had completed the prioritization in a way the team owned.

Over the years, I have refined my multi-voting with criteria approach to cut the prioritization time in half. I can explain it, facilitate it, and train others to do it. I am convinced I have found something to save precious time, even in the most complex ideation and prioritization sessions.

Zigging and Zagging Along the Way

I developed a Kaizen facilitator training program for CITY Furniture. Once I realized I could train others in facilitation techniques I had developed over many years of experience, I decided to share the program with my network.

The program contains experiential learning topics covering my top facilitation principles, facilitation practices, Chartering to Win, the Wheel of Sustainability, and other topics I utilize to ensure Kaizen teams have a sustainable, winning experience. I reviewed this with a potential client who was extremely interested.

One month later, with a purchase order in hand, I modified the program to meet some specific needs, as defined in a series of meetings leading up to the training. We even developed a charter for the training, making sure it aligned with the leadership vision of the company.

Although I had previously trained 4 high-potential candidates with CITY Furniture, I was confident I could offer the training to a class of up to 8 participants. In order to give everyone the opportunity to participate in all training exercises, I recommended we expand the course from 2 ½ days to 3 ½ days.

On the first day, I covered critical foundational topics, such as:

·        The separate roles of facilitator, team leader, and team sponsor.

·        My top 12 facilitation principles

·        Top facilitation techniques with exercises for all participants

I was hoping to cover prioritization techniques, but realized things shouldn’t be rushed, so I moved it to the following day. The team was asked to provide feedback on how the day went and while most was positive, there was some discussion about other topics to cover, including a demonstration of a facilitated Gemba Walk.

I reviewed the feedback with my sponsor and he agreed the team needed a Gemba walk demonstration to help them understand the role of the facilitator during this critical Kaizen exercise. I agreed and had to determine which other topics might have to be shortened or removed. Luckily, the extra day built into the training gave me some flexibility.

On day 2, we began by discussing chartering. We had eight real Kaizen events, with sponsors waiting “on-call” for chartering discussions with the trainees. This was to occur between 10:15 and 11:30 am. At 10:30, facilitators met in-person and virtually with their sponsors and worked on charters for upcoming Kaizen events. This made the training real and compelling. All participants learned how critical it was to properly charter their upcoming events and that getting their sponsors to be clear, concise, and aligned wasn’t as easy as it appears to be.

I scheduled the facilitated Gemba walk after lunch. The trainees were given an assignment to identify improvement opportunities on a production line, while I facilitated them to stay on task and engage with the technicians working on the line. After 45 minutes, I brought them back into the meeting room to demonstrate idea gathering and prioritization, which had been delayed from the prior day.

Once this exercise was completed, I had time for one more critical topic, even though the agenda had two in the plan. I chose the one that would be easiest to retain, as it was extremely interactive.

At the end of the day, the feedback was once again mostly positive, with appreciation for the addition of the Gemba walk. There were still thoughts about topics that weren’t included in the agenda. I had to determine how to deal with those. My decision was to utilize any remaining time on the third day for “Bonus Topics” that hadn’t been covered and would be chosen by the trainees.

Day 3 went smoothly and allowed two hours for “Bonus Topics.” I was even able to get the trainees to practice the brainstorming and prioritizing techniques to choose the topics. We covered everything on the list and still had a few minutes to spare. With that, I let the team share their feedback again and then adjourn early. They were exhausted and so was I.

The feedback was very appreciative of the bonus topics and there was still concern about other things we weren’t able to cover. I realized no matter how many topics we covered, there would still be something someone wanted or needed. I had to use my best judgement around what would give them the best foundation for their next steps as Kaizen facilitators.

On day 4, we practiced a panel-discussion report out and when it was delivered to our audience, was extremely well received.

I got so much valuable feedback from the participants and sponsors that I am sure the next version will be even better. But I will also leave some time for adjusting based on the feedback of the next training class. I know it’s more important to meet their specific needs than just cover topics I think are the most important.

My First True Gemba Walk

I started my career as an industrial engineer for Thomasville Furniture in North Carolina. My initial responsibilities included warehouse barcoding support and veneer plant projects. For the warehouse, I had to learn how barcodes were used to inventory, ship, and receive finished furniture from the various plants in the network. In the veneer plant, I was to conduct time and work studies and also identify improvement projects.

Time and work studies consisted of walking around with a stopwatch and a clip board and verifying a number of things: how long it takes to complete a task, how often people were working and how often they were not working. I was told to take a random tour of the plant daily and spend no more than 30 minutes conducting my studies. Holding the clip board and stopwatch can be viewed in a negative light by those you are timing and studying. I was getting some challenging comments when I walked around the plant to do my work.

I realized people at the plant didn’t understand what I was doing, and that it wasn’t designed to hurt them personally. I was helping the company determine capacity and plan appropriately for seasonal changes in demand.

One morning, I asked my manager if I could take more time during my time and work studies to better understand what I was measuring and to get to know the employees better. He agreed and I happily set out to visit the veneer plant.

I started in the matching department. This is where sliced wood with similar wood grain patterns is taped to another piece of sliced wood, to make a desired visual effect. As I started my study , one of the workers made a personal comment about me. I swallowed my pride and walked up to her and introduced myself. This caught her off guard. I then explained to her what I was doing. She told me no one had ever explained time and work studies to her. She assumed I was an “investor” and was trying to decide whether or not to buy the plant and shut it down.

I assured her I was there to do a job just like her and we started talking about why both our jobs mattered. Hers was to ensure the customers got what they paid for and mine was to ensure customers would never have to wait for the furniture they bought.

Now she was sharing her concerns and problems in her department. She also encouraged others to share their issues. I realized I had a great opportunity to learn what was really going on and to identify future critical work opportunities to share with my manager.

I had to balance the fact that my time and work studies were going to take much longer than 30 minutes with the fact that the ideas and improvements coming from the discussions would pay for the extra time. It didn’t take long to find a bunch of ideas and projects from these discussions that more than made up for the additional investment of time.

Even though I didn’t know it at the time, I was conducting a Gemba walk and learning about the processes with the people who do the work. I have used this approach in all of my work to this day and now teach others to take the time to truly understand processes with the people that do the work. Invest the time and the rewards will more than pay for themselves.

When Someone Knows You Better than you Know Yourself

I met Cody at a conference in December. We got along so well he invited me to visit his new company in Florida. Before the conference was over, he asked for six copies of my book, “The Wheel of Sustainability.” He wanted a copy for every member of his leadership team. Cody told me he was going to require them to read it before my visit. I was happy to share my books, as no one had shown so much interest in them before. I never could have imagined the level of interest and enthusiasm of one person in particular.

In January, I flew to Florida to visit Cody and his team for the day. I was met outside their new corporate building with a bear hug. Cody led me into a conference room and introduced me to his leadership team. I sat down and noticed 4 skeptical looking, “grumpy old men” sitting across the table. Cody sat on my side of the table, and in front of him was my book, with many pages dog-eared.

I introduced myself and shared my interest in the work they were doing in their new company. After a few minutes, one of the men across the table asked me a terse question. I interpreted it to mean, “Who are you and why are you here? We have more important things to do today.” I answered I might be able to help them on their journey as a start-up.

After a few more minutes of shallow questioning, the COO talked about a specific problem they were having. The CIO entered the conversation and after a few minutes, I shared a view of how I might go about solving the problem with a team. Cody then said, “That’s from page 144 of your book, isn’t it Adam?” I was shocked he knew the book well enough to cite the page number. He proceeded to show me it was indeed on page 144. Was this a coincidence?

The conversation started to get more engaging and now it was clear the leadership team was warming up to me and my approach. We started talking about another critical issue they were facing, and I shared my experience in helping other teams in similar circumstances. Cody interjected, “That’s right off page 198, isn’t it Adam?” I said, “I’m not really sure, but I think it’s in my book somewhere.” Cody showed me it was on page 198 and said, “Don’t you know what pages you put your wisdom in?” I replied, “Cody, I was so happy to finish the book I haven’t opened it since. You know my book better than I do!”

Now the room was on my side, we were talking about issues and I was demonstrating ways to help them they could use immediately. After about two hours, the meeting concluded and Cody walked me around the rest of the corporate facility, sharing his vision of what he hoped the company could become. I was inspired.

At dinner, Cody and his team agreed we should figure out a way I could be a part of their start-up journey. I was fortunate enough to be able to assist them for a while and now have the additional opportunity to work with Cody as a partner in my business. It turns out that no matter the circumstances, you should treasure those in your network who are there to support you and understand you better than you might understand yourself.

The Bottleneck

I met Andrew Koenig, the CEO of CITY Furniture, at a virtual Lean conference during the pandemic. We immediately hit it off, and he invited me to help strengthen the Kaizen culture at his company.

For two years, I facilitated Kaizen events on a monthly basis. It never ceased to amaze me at the number of improvements and breakthroughs that could be accomplished in a company that has been living Lean and continuous improvement for many years. More than that, the energy of team members was inspiring and infectious. I was warmly greeted by associates on every trip and many of them proudly showed off prior improvements and how they were sustaining the gains from our Kaizen events.

Late in the first year of my support, I met with the COO, Will Conway, during our monthly review. He always told me I was too expensive, but what he told me next stopped me in my tracks.

“Adam,” he said, “I love the results your teams have been getting. The engagement and excitement is amazing. We want more of this, but we can’t afford to bring you here more often. You’re the bottleneck. Can you help us figure out a way to expand this work?”

This would be a challenge. I had more than 30 years of experience facilitating teams. I honed my craft through many experiments and mistakes. I get feedback about how my teams accomplish results more quickly than many of the other consultants I have followed. Somehow, I would have to put together all of my experience into a training program.

I said, “Will, this is quite a task you’re asking of me. But I feel it’s something I must take on. I owe it to you, your teams, and quite frankly to me. If I can somehow figure out how to upskill other facilitators, I will have something I can transfer to others so my approach can live on after I have stopped working. Challenge accepted!”

Over the next few weeks, I developed my Kaizen Facilitator Certification Program. It consists of these elements:

-        Kaizen Facilitation Prep Course

-        Participate as a Kaizen team member

-        Participate as a Kaizen team leader

-        Co-facilitate a Kaizen with me as the Lead Facilitator

-        Lead facilitate a Kaizen with me as the co-facilitator

I developed reviews for the candidates, to ensure that they were ready to move on to the next (or final) step. The ultimate goal would be to solo-facilitate a Kaizen event. I knew no matter how much training and support I gave, the candidates would still make mistakes. As long as they showed the desire and drive to learn from them and demonstrated the principles of facilitation, I was willing to move them to the next phase. I knew I couldn’t “rubber-stamp” anyone’s certification. This would damage their results and my reputation.

Will chose four high-potential candidates from across the company. All except one had been at least team members in prior Kaizens with me. The other candidate had facilitated Kaizen events prior to joining CITY Furniture, so everyone agreed she could skip the Kaizen team member and team leader steps.

During the three-day Kaizen Facilitation Prep Course, I demonstrated the principles and techniques of facilitation. I had each candidate practice everything I taught. Then, I sent them out to meet with sponsors to develop charters for upcoming Kaizens. Following this, they developed Kaizen event plans and learned specific tools to utilize, such as Value Stream Mapping and The Wheel of Sustainability. At the end of the course, we celebrated, and I was hopeful they were all prepared for their next steps.

Over the next eight months, I facilitated Kaizen events with each of the candidates separately and was impressed by how much they learned and incorporated into their approach to facilitation. I was thrilled when some of the candidates went “off-script” and created their own approach to what I taught them. Their confidence was growing and at the end of each review, we talked through what they learned and what they thought they could do better next time. Every one of them was ready to take the next step.

I held separate reviews with Will, so that he could ask me the more challenging questions about each candidate. He agreed all of them were ready to solo facilitate.

And that’s what they’ve been doing. I don’t get to facilitate any more CITY Furniture events. I have eliminated the “bottleneck” and worked myself out of a job, which also frees up my capacity to pursue new challenges. From time to time, I get a text or an email showing me some of the breakthroughs they have made since I have left. It makes me feel good that I have been able to help them grow their capability and capacity. I feel even better knowing the program I developed can be used to help others and that things are no longer dependent on me.

Surviving a Brutal Work Environment

I have experienced two mergers/joint ventures in my corporate career at Armstrong. The first one was a ceiling grid venture between Worthington Industries and Armstrong. It was extremely positive and productive and is still doing well to this day. The second one was a ceramic tile venture between Armstrong’s American Olean Tile and Dal-Tile, based out of Dallas Texas. This one didn’t go nearly as well. I learned many lessons from the Dal-Tile experience, mainly about my ability to survive.

When the “merger” was announced, I investigated other opportunities for my career, including a chance to go back to Thomasville Furniture as an assistant plant manager in Winston Salem, and an offer to do work at Armstrong’s corporate center. My recent experience with the Worthington and Armstrong joint venture was positive and I learned a lot at the beginning of the venture, so I thought I would see a similar approach to this combination of companies. Boy was I wrong.

Our Plant manager left us without saying a word. We only found out a week or so later he had gone to the Dal-Tile headquarters to prepare for the merger through a mysterious sounding voicemail. On the official first day of the merger, executives came to our plant and told the acting plant manager he had to fire five staff members by the end of the day.

I was the industrial engineering manager at the plant, and the only way I survived was that I was named as a supervisor. Dal-Tile only staffed their plants with plant managers, supervisors, and ceramics engineers. Any other staff was excess in their view.

I took the supervisory role because I was promised a job at the corporate headquarters in Dallas Texas. My favorite manager from American Olean would be my manager in Dal-Tile corporate. Even though things were challenging at the plant, I had something exciting to look forward to.

When I got to Dallas Texas, I found out we were in charge of assuring environmental, health, safety, and mining compliance across the entire company. There was a department responsible for this already. But they weren’t very helpful to the manufacturing and mining sites. The VP of operations put us in the middle of the plants and them.

We tried to work with the existing EHS and mining group, but they went to great lengths to avoid us. One time, my manager and I walked over to their offices to meet with them impromptu. Instead of meeting with us, they locked their offices and refused to talk with us. What a culture!

Another thing Dal-Tile was proud of was their firing practices. The employee manual started off with a paragraph explaining that Texas was an “at-will” state, which meant they could fire you at any moment, with or without justification. This was on the first page of the manual! I met many people who had been fired and then re-hired and then fired again. Amazing.

I knew the only way I was going to survive this brutal culture was to make myself as valuable and helpful as possible. I took every assignment, put in outrageous hours, and traveled at the drop of a hat, to support any of our twelve manufacturing facilities and multiple mining sites.

I had good relationships with the plant staff. Once they got to know me, they trusted me. They didn’t trust the EHS and mining group, that was for sure. They knew when I arrived, I would be there to help. Nothing more and nothing less.

I had many amazing experiences I would never have had in a more positive working environment. But, after 18 months, I was free to return to Armstrong (there was an agreement that we were off limits for that period of time). I made a few calls and was able to join the corporate group in Lancaster, working for the same manager I followed to Texas. He had left a month or so earlier and was able to convince his manager to hire me.

When I returned to Armstrong, I realized most people wouldn’t believe how we were treated at Dal-Tile. They never experienced a brutal corporate culture. So, I kept the stories to myself or commiserated with those few who survived their time in Dallas Texas and returned to Armstrong like me. Very few made it through unscathed. Those that did had some scars from the battles we fought but were also proud that we made it.

To this day, Dal-Tile is my example of “if you think your job is bad, check this out.” No one should be treated the way we were. Because of this, I really appreciate what I have and my determination to survive.

You’re Not in Kansas Anymore

I worked as a supervisor in a small ceiling grid plant for Armstrong in Franklin Park Illinois. In my first year there, Armstrong and Worthington Industries created a joint venture to leverage each other’s strengths and grow the business. I was offered the role of industrial engineering manager at the plant in Sparrows Point Maryland. The plant in Franklin Park was going to be closed.

After helping to shut down the plant, I moved my family to Baltimore and started my new role. I quickly realized how much more Worthington understood grid manufacturing. They provided the steel and the science of roll-forming was clearly followed by them. They were quickly helping us improve performance.

I was invited to the corporate headquarters in Malvern Pennsylvania, to meet with various executives in the new venture. Malvern was a manufacturing site for Worthington, and they oversaw the day-to-day operations.

I always thought Armstrong was a conservative company with very simple and powerful values. Mostly guided by the Golden Rule, people were treated with respect and all rules were followed, to the letter. I even joked we were run by the Amish, who have a very simple, but hard-working life. Great people with an amazing work ethic. We were so strict and inflexible at Armstrong. It seemed like fun was missing. Or if not missing, it was well-hidden.

I arrived early in the morning and met with the president of the new venture. He was very passionate about the possibilities for the business and had laid out an agenda for my day. First up was the VP of manufacturing, quality, and then the VP of engineering.

When I met Bill, the VP of engineering, he told me a little about himself. He didn’t have a degree in engineering but had a lot of experience. This would never have been allowed at Armstrong. He also told me he’d rather go to lunch to get to know me. How could I say no?

We went to a local pizza joint, and he ordered a pitcher of beer. I told him I don’t drink during the workday and he told me, “That’s alright, it’s not for you!” I was surprised because I had never seen anyone at Armstrong drink during work hours. But I was also intrigued by the looser approach to work. I drank my Coke and Bill proceeded to finish the pitcher. I definitely got to know him better and we shared many stories and laughed a lot.

The rest of the day was a blur, but I got the same positive vibe from others I met as I did from Bill. Over the next two years, I got the opportunity to participate in many fun activities with other colleagues from the venture. They had the best parties and gatherings. We played hard and worked hard, and the venture became the number one grid manufacturer in the world.

Do Your Due Diligence

Midway through my corporate career, I was a senior industrial engineer at Armstrong World Industries. I spent most of my time providing support to our many manufacturing facilities all over the world. I have always been fascinated by manufacturing and it never ceases to amaze me how good (and bad) decisions can immediately impact performance.

I thought I would someday be a plant manager and told my manager I wanted the opportunity to take the next step to get me there, as a business unit manager. I thought all my continuous improvement experience would serve me well and I would make more good decisions than bad ones.

One day, the week before Easter, my manager informed me that the plant manager at the Lancaster flooring plant wanted to talk to me about a position in his plant. I was excited for two reasons. One was my opportunity to learn manufacturing from the inside. The other was it would be a two-grade promotion. More money was never a bad thing, or so I thought!

I met Rob, the plant manager, on the Friday before Easter weekend. The plant wasn’t running, but he gave me a short tour of the areas I would be responsible for. All of the hourly workers were gone and I never met anyone on the staff. I thought it was odd, but I was enamored with the idea of the next step towards plant manager.

At the end of the tour, Rob offered me the job and told me that he wanted my answer by the end of the weekend. Even though I knew my answer, I told him I would talk things over with my family and get back with him on Monday morning.

I really didn’t think too much about it. I knew I was going to take the job. My wife was supportive and knew this new role would keep me home more. But the hours were going to be long. It was a tradeoff, but it seemed like the right choice to make. I did mention it was odd that I hadn’t met anyone during the tour, but tried not to read too much into it.

On Monday, I called Rob and told him I would take the job. My manager and I agreed on a transition plan, as I had some projects to wrap up or hand over to others. For the next four weeks, I tried to do both jobs, spending half of my time at my new factory, watching the staff conduct business.

One week before I started my new job full-time, Rob was promoted and left the plant. His replacement wouldn’t arrive for six more weeks. In addition, my counterpart in the factory who ran a different business had a three-week National Guard deployment. I would essentially be on my own, learning as I went.

I had a staff, but they didn’t know me. I also had the vice president of manufacturing to discuss issues with, should things get out of hand. I really didn’t want to have to use his support, but there were a few times that I had to. There were some union/management issues to be resolved and I didn’t have the historical perspective to help me out. So, I swallowed my pride and met with the VP. He was very helpful and supportive. He understood my lack of experience.

For the next few weeks, I barely survived. Finally, my counterpart came back and helped me deal with some issues and then our new plant manager arrived. Things got better, but they were tough. This plant had been in decline for many years and the management and union relationship was strained, to say the least. I did my best to improve things throughout my two years as business unit manager.

Would I have chosen a different path if I had known what was in front of me? Maybe. More likely, I would have tried to gain perspective on what I was agreeing to well before accepting the job. It would have eliminated some of my early bad decisions. It was an amazing learning experience. I like to think I gained twenty years of experience during my time on the job.

Living in the Moment

During my career, I have been fortunate to have worked all over the world. I was brought up as a “tourist.” Whenever I traveled with my family, we would do everything possible to see the sights and learn the history of the region we were visiting. Because of this, I naturally enjoyed my business travel and did my best to explore and experience the culture of any location I visited.

I was scheduled to assist Tim, a project manager on a critical project in Munster, Germany. We were evaluating the ramifications of expanding the plant and I was asked to utilize discrete event simulation modeling (explaining that is another story) to evaluate the capacity gain and future bottlenecks in the process.

I scheduled a two-week visit to the plant and had the weekend to explore the region. On my own, this would have been interesting, but with Tim, it turned into an all-out adventure. On Saturday, we took a cruise down the river and learned about the historical battles between the German and French armies. Castles would be destroyed, rebuilt, taken over, and then destroyed again.

On Sunday, we traveled to Belgium. Using the GPS (this was many years ago), we set out to find a museum to learn about the Battle of the Bulge. After being redirected into a few fields, we finally found the museum and learned history from a different perspective than what we had been taught in the United States.

After touring the museum, Tim mentioned that Nürburgring, a famous Formula 1 track, was in the vicinity. I knew he was a big Formula 1 fan, so I quickly agreed to go with him to the track. We got to the track and parked the rental car. Since we didn’t have tickets, Tim was happy to just look at it from the outside.

I saw people walking in and suggested we join them inside. If we acted as if we belonged there, what was the worst that could happen? We joined the crowd and since no one was checking tickets, we made our way in. We climbed into the stands and watched as cars were “practicing” on the track.

Tim was in heaven. You could see he had ticked off a “bucket list” item. I enjoyed watching him as he was deep in his element. The sounds, smells, and experience filled him with joy. There was an infield section where cars were being maintained and tested. Tim looked longingly at the action, and I suddenly knew what I had to do.

I got up and said, “Follow me.” I started down the stands and Tim came along, saying, "There’s no way they’re going to let us go there.” I said, “What are they going to do, kick us out of the country?” Seemed unlikely, so we headed down and walked onto the infield, looking like we belonged there.

We spent the next two hours looking at cars and talking with drivers and mechanics. It was an amazing experience for Tim and me. I just enjoyed seeing Tim in his element, talking about cars, racing, and any other topics that I probably didn’t understand.

There’s a lot of similarities to what I do today as a consultant and my adventure with Tim. I venture out into the unknown, acting like I belong. I definitely enjoy living in the moment with my Kaizen teams and feeling pride when they win.

Getting More Than They Bargained For

My first Kaizen event with a new client in Oregon came as result of my site visit the month before. We were going to apply 5S to an area of their plant that was well behind budget. During my visit, I noticed that although prior efforts had been made to improve organization, they hadn’t stuck. With the appropriate use of Lean principles and the Wheel of Sustainability, I felt I could help them get back on track.

After a few hours of training on Day 1, we took a Gemba walk into the space we were going to work on. There were several workstations with their own tools, tooling, and instructions. They were cluttered and disorganized. There was no indication of what was necessary and what was obsolete. There was a large central storage area, filled with heavy tooling for all the presses used at the workstations. One of our team members was responsible for the area and he admitted many items were no longer in use and were in the way of tooling that was current and needed.

Other areas were similar. Whenever someone needed tooling, materials, or supplies, they would have to wade through obsolete items to find them. That’s when it struck me – our 5S efforts could be used to make a direct impact on the productivity of the area. I proposed an experiment – perform a changeover on one of the presses and find out how much time, energy, and searching was required. Then, once we completed our major 5S work, we could compare “before and after” results.

I taught the team how to use spaghetti diagrams to follow the travel of the person doing the work. It would show the back-and-forth motions we could try to eliminate later. One of our team members volunteered to do the changeover. She had to search for materials, move things out of the way, and dig through clutter to do her work. Forty-five minutes later, she was finished. She looked frustrated. I asked if it was always this way. She said this was normal. Team members held up their diagrams and sure enough, they looked like spaghetti. We could make it much easier to do this work once we eliminated most of the “spaghetti” by applying 5S to the area.

I asked the team to write down their ideas to remove clutter (sort), optimize placement and create visuals (set in order), and to repair and clean equipment (shine). With almost 100 ideas on post-its, we prioritized our work. The team broke up into 3 sub-teams and worked on their critical projects.

After Day 3, there was an amazing transformation. All areas looked organized, well-labeled, and less cluttered. Over 30% of the tooling in the central storage area was identified as obsolete and was inventoried and relocated off-site.

On the morning of fourth day, we conducted another changeover with our original volunteer. She was able to complete the work in less than half the original time. She actually was able to slow down and take her time to do the work in a confident way. She didn’t have to move anything out of her way, sort through obsolete items, or search for what she needed. She took far fewer trips between her workstation and the central storage area. Our spaghetti diagrams looked much cleaner than on the first day.

My team was elated. But we were far from done. Now it was time to implement the Wheel of Sustainability to ensure their great results lived on. We named two Area Owners and built a board to post expectations, audits, and results.

We practiced the audits and checklists, and everyone agreed they could handle the tasks on a daily and weekly basis. They also felt that by doing these tasks, it would make work easier for everyone throughout the day and sustain the high performance we had demonstrated.

Following up with the team months later, they admitted they had a slow start, but after a few weeks, performance had reached budget levels. They are fully committed to continuing their great work in other areas.

Five Tips for Effective Meetings

Have you ever had a meeting where it seems like nothing was accomplished? Is every meeting this way for you? Do your meetings start late? I have facilitated hundreds of meetings and Kaizen events and have learned over the years these five key tips to an effective meeting.

1.      Define the purpose.

2.      Create a clear agenda.

3.      Facilitate the meeting.

4.      Set expectations.

5.      Hold accountability for actions.

Define the purpose of the meeting.

Why are we meeting in the first place? What are the expectations for the team members in the meeting? Why are they there? If everyone knows why they’re there and what’s expected of them, they will more likely prepare and engage in the meeting. It also makes it easier to choose team members for the meeting. Simply put, if someone is not aligned with the purpose, they shouldn’t be invited.

Create a clear agenda.

The path from the beginning of the meeting to the end should be mapped out. How do we get to a decision as a team? What information will be shared? Who is expected to share it? What preparation should happen prior to the meeting? Does the agenda lead us to our purpose? Taking the time to create an agenda helps to remove any of the excess or unnecessary parts of the meeting, resulting in shorter, more focused meetings.

Facilitate the meeting.

Don’t leave things to chance. Someone should run and manage the meeting. This person can help the team stay on track, not wandering “into the weeds.” It’s best to use a facilitator who isn’t deeply invested in the topic being covered, but that may not be practical. Facilitation is a skill that’s highly valued, so rotating this responsibility will help team development.

Set expectations.

Start and end on time – that’s the first expectation of any effective meeting. It seems so simple, but we let things get in the way of being punctual. Other expectations should be shared as ground rules for the team. Examples include: One voice at time, be open to others’ views, work collaboratively, no calls or texting during the meeting, and others the team may develop. If anyone breaks a ground rule, the facilitator should call them out immediately and correct their behavior. The sooner this is done, the more serious the rest of the team will take these expectations. Following ground rules is a sign of respect for the team and the topic being discussed.

Hold accountability for actions.

Every meeting should have an outcome. Sometimes it’s the sharing of critical information. Other times, there are action items that must be completed. Team members should know what they’re accountable for and be responsible to meet their obligations. Therefore, assignments should be listed visually, with owners and due dates. Updates should be a part of the meeting agenda. Don’t wait until an assignment is due. You want to make sure the assignment owner has a chance to complete his/her task(s). If they’re on track, thank them. If not on track, provide help.

These tips work. It takes a while for the team members to get used to them. But once they do, your meetings will be more productive, effective, and engaging.

Leadership Commitment in a Most Challenging Situation

Last year, Dave, a network connection, reached out to me to see if I could help him in his continuous improvement journey. His wife had worked with me at Armstrong, and one evening he was talking with her about some of his frustrations at work. She said, “If you want to get the right help, call Adam. He is tenacious and won’t let you or your team fail.”

Dave invited me to his factory, which was quite large and had several furnaces that smelted and poured molten metal into ingots for high value customers. They had a problem with tools and equipment going missing, which led to significant productivity losses. He wanted to reinitiate and strengthen their 5S program. I knew I could help, and wrote a proposal for the work, which was approved quickly.

We scheduled the Kaizen event for eight weeks from my initial visit. This would allow Dave to prepare leadership and gather the proper team for the Kaizen. We had already chartered and scoped the event to cover one of the furnaces. Our idea was that our improvements could be replicated to the other furnaces in the facility.

In the meantime, I spent a day at the facility getting required safety training and preparing Dave for the event. We picked a conference room and identified the supplies necessary during the week.

Three days before the Kaizen event, Dave called to tell me he had contracted COVID. I asked him if he wanted to postpone the Kaizen. He told me no and if I could pick up the supplies from his home (in his driveway), one of the team members would fill in as team leader until he could participate at the facility. He would use Zoom to attend and participate on the first day of the Kaizen. His five-day isolation period would then end, and he could attend in person on the second day, but would have to wear a mask.

I wasn’t sure what to make of this. All my Kaizen events (up to that time) were in-person, and I didn’t really know how engaged Dave could be attending virtually. But I was willing to give it a try and make the best of it.

On the Sunday before kick-off, I met Lisa, who was going to fill in for Dave as team leader. She helped me prepare the meeting room. We talked about how we could engage all team members, including Dave on the first day of the Kaizen. We set up a laptop for Dave that we could point toward the team and the screen, so that he could engage with the team and keep up with the discussions. Luckily, he and I had spent time in the workspace, so he had a list of ideas to share during that portion of the Kaizen.

At kick-off on Monday, we introduced everyone and shared Dave’s story and said we were going to make the best of a difficult situation. For Dave’s part, he stayed on Zoom the entire time, engaging and speaking with the group at appropriate moments. When we went out to the facility floor, Dave waited for us to text him that we were returning to the meeting room. The team had many ideas and Dave was able to share his as well. When we prioritized the many ideas into a vital few, Dave was able to participate as if he were in the room. We took the laptop over to the list of ideas and Lisa voted on Dave’s behalf.

Now it was time to work on the high priority projects. Dave couldn’t really do that, so he signed off until we met to wrap up for the day. He listened intently to the team’s progress and gave them encouragement and told them he couldn’t wait to come in the next day and help them in their work.

The second day, Dave showed up with a facemask and kept his distance from the team members. He jumped on one of the project teams and was able to participate in the improvement work. Throughout the week, the team felt more comfortable letting Dave engage in the work and by the end of the week, he was able to help complete many critical tasks.

At the end of the week, the team had made significant improvements to their furnace area. We did a quick estimate on the impact on productivity and changeovers and felt we had made a huge impact on both. Time would tell, of course. For his part, Dave earned the respect of the team and had his first true win in his position as Continuous Improvement Manager. I was impressed by his dedication and commitment and was thankful we didn’t have to postpone or cancel this Kaizen event. I also learned it was possible to engage remote team members in Kaizen events.

A Picture is Worth More than a Thousand Words – It’s Priceless

Earlier this year, I received an email from someone I never met, asking about my approach to 5S – organizing a workspace to improve safety and productivity. He heard about me from another location in his company, who I helped six months earlier. Later that week, we were in a Zoom meeting, and he invited me to his factory in Oregon to see if I could help jump-start their 5S efforts.

Three weeks later, I was on a plane, heading to the west coast. I arrived early in the afternoon and met with Ben, my sponsor. We took a tour of the factory and strategized about my approach with the leadership team the next day. I saw many places where 5S and other Lean tools could help them out. People in the factory were engaged and appeared ready to take a first step on their continuous improvement journey.

That evening at dinner, Ben told me about past continuous improvement efforts. There weren’t many success stories shared. I was told one consultant had visited and said he couldn’t help them. I couldn’t understand how that was possible.

The next morning, Ben and I walked around the factory again. It helped ground me and remind me of the complexity of their processes. A little later, I attended the morning leadership walk around the factory. Although there were a dozen staff members attending, only one or two were engaged at any time. I took a risk and gave Roy, the facility manager, some feedback about how he might engage his staff more effectively. He took my feedback in stride (he didn’t kick me out of the plant, so that was a good sign).

After the leadership walk, Ben and I talked about what I had seen, and we prepared for the leadership review at lunch. We created a list of the top three areas that could use my help. There were unlimited opportunities for improvement at the facility.

At lunch, we crammed into a small conference room. There may have been a dozen people seated around a table designed for six. I introduced myself and thanked them for giving me the opportunity to visit and learn about their processes. I spoke about what I saw and where I thought I could help. I wasn’t getting much engagement from the leadership team and realized my words weren’t connecting with them. With a less than successful history of continuous improvement efforts at their factory, they were naturally skeptical.

That’s when it hit me – talk about the successful Kaizen event from their sister facility. I started describing the work I did with the team. We were able to reduce a critical changeover by many hours, leading to substantial savings for the company. The leadership team started asking some questions. Then, I asked Ben if he had the report out from the Kaizen. He projected it on the screen. Now the questions were flowing. People were amazed at the “before” and “after” photos. How did we do this? Is it still working? How might we apply a similar approach locally?

Next, Roy asked where I would start. I reviewed the three areas Ben and I had prioritized. Roy said those were good choices, but he preferred to start at the beginning of the process, where quality would be most affected. I was happy to oblige, as it was much more important to gain alignment than to worry about where to start. Ben agreed and now we were talking about when we could kick-off the first Kaizen event.

I said I would charter the event with Ben, and then we could review it for approval. From there, I would write a proposal and then, once receiving a purchase order, the work could begin. I normally like to think for 24 hours before writing my proposal. But speed was critical. After chartering with Ben, I found a quiet office to write my proposal for the Kaizen. Then, Ben and I met with Roy and we were met with enthusiastic approval. I left the facility with a purchase order. The following month, I ran their first “successful” Kaizen event. But that’s another story for another day.

Go With Your Gut

I love giving out little trinkets. It’s fun to see people’s reactions to the things I hand out – coins, ninjas, books. This story is about ninjas.

I consider myself a Kaizen Ninja. Many years ago in Japan, Ninjas came out of the shadows to deal with a situation (usually violently), and then return to their home base, unseen. I’m not violent, but when I facilitate, I want the team to solve their problem and own their solution. It can’t be my idea. Don’t get me wrong, with over 350 Kaizen events under my belt over these many years, I have seen so many problem-solving techniques and ideas it’s almost impossible not to have a solution to offer to my team members.

Instead of telling, I influence team members to come up with ideas and solutions that may elude them otherwise. Sometimes, I must be direct, but most times, I can guide them from the side to a solution. Thus, I am a Kaizen Ninja.

I signed up to be a sponsor for the BTOES2021 (Business Transformation and Operational Excellence Summit) conference in Orlando, Florida. As part of my sponsorship, I was scheduled to run several workshops and was given a small booth on the conference floor. I had to decide what to bring with me. I was going to be doing a book signing, so that was an obvious choice – bring a bunch of books. Others had books, so what else could I bring? Working with a local promotional item company, we came up with a ninja stress-reliever. I ordered 200 and planned on bringing all of them to the conference.

Two months later, during a meeting with my marketing mentor, a retired marketing executive with Armstrong World Industries, I reviewed my plans for the conference. After talking about how to maximize the value of my time at the conference, I showed her a ninja. She wasn’t impressed. She told me, “Adam, people don’t really use the swag they pick up at conferences. They take it to be nice, and then they get back to their hotel rooms and throw everything away.” She liked some of my other ideas – sticky notes with ninjas imprinted on them, and my books too.

I was floored. I had just spent hundreds of dollars on my ninjas. I was committed to the idea. I knew she was probably right, but I was determined to make the best of my decision. I decided to go with a ninja theme and see if I could attract attention and make many connections during the conference.

I arrived at the conference and found my booth. There was a lot more space than I realized to place items. After putting books on the table, I started lining up ninjas. Sixty of them were set up like a little army of process improvers. I also had ninja-themed signage for my book signing, workshops, and roundtables I would be hosting.

Once the conference opened, people started milling around the booths. The first few asked me sheepishly about my ninjas and I told them about my talents as a “Kaizen Ninja.” They seemed amused. By the middle of the conference, ninjas were being shared with almost every attendee. They were a hit! I almost ran out. I realized it wasn’t the item attracting people, it was the backstory and the energy I was bringing to it. While most booths were very dry and professional, I was having fun and people seemed to appreciate my approach.

After the conference, with newfound confidence, I started bringing ninjas to all my Kaizen events. I would make team members earn them. By the end of the week, every team member had received at least one. Walking around offices, I found about half of all ninjas given out were displayed on desks. This continues to validate my choice of giveaways.

I reviewed the “ninja-effect” with my marketing mentor, and she said she was happy to be wrong about my ninjas. I was just happy that my investment didn’t go to waste and that people enjoyed having a “ninja-moment” with me.

Carrying a Heavy Weight on My Shoulders

When you are in the heat of battle, you don’t realize the toll it’s taking on your health. I was the business unit manager for a vinyl flooring operation for Armstrong World Industries for two years. During that time, we were in a continual state of downsizing. This didn’t help the relationship with our union. It seemed like everything we tried to do to improve safety, cost, quality, or customer service was met with resistance.

Because our business was shrinking, we were under constant pressure to reduce costs. It wasn’t unusual for upper management to threaten your job or to be told if you couldn’t get it done, someone else would be happy to take your place.

I decided the best course of action was to open a dialogue with our shop steward, lay out the situation, and work together to make the best decisions for our employees. For the first few months, he spoke with me, but little changed in our relationship. I was as transparent with him as possible, explaining the business environment and the reasons for the changes we were making. He didn’t trust me. Apparently, prior managers had burned him a few times and he wasn’t willing to forgive and forget what had happened.

We got to a point where traditional operating schedules weren’t practical for the amount of production we were required to make. We needed to make sure everyone had equal opportunity to work full-time, but providing a 40-hour workweek required us to rotate some of our established crews and revise our overtime policies.

I knew I couldn’t do this on my own. It was going to be complicated and if anyone made errors in assigning overtime, we’d be open to employee grievances and back pay. We couldn’t afford that. I called a meeting with the shop steward and my staff. I laid out the situation and my desire to be equitable for all remaining employees (we had to lay off some of our employees, which didn’t improve people’s moods).

In the past, when everyone worked a traditional schedule, overtime was offered by seniority. If the most senior employee didn’t want overtime, the next most-senior employee was offered the opportunity. This continued until someone accepted the overtime assignment. In our new schedule, it wasn’t going to be obvious who should be offered the overtime.

The group argued for a while, and I realized it would be too easy to make a mistake offering overtime unless we came up with a set of rules we all agreed to. I said I’d take a crack at it, and we could meet again to review my efforts.

After much deliberation and advice from others, I developed a table showing the various schedules and twelve situations where overtime might be required. The idea was to check each situation in order and once you found the correct situation, it told you how to assign overtime.

It was complicated, but the team only found a few flaws that would leave us open to grievances. Once corrected, everyone agreed that if we followed it, it would be a fair approach to assigning overtime. Besides, it was so complicated most people wouldn’t understand it well enough to file grievances.

Once our shop steward saw I was fully including him in our processes and wasn’t trying to take advantage of anyone, our relationship changed. Not outwardly to the rest of the employees, as he still had to play the role of “management buster.” But we collaborated often on critical issues.

Five days after I transferred back to a corporate role, I was cutting my lawn. My neighbor came over and stopped me to say, “You look different.” I never realized that all the stress of my job was easily seen by everyone but me.

The Littlest Negotiator

There is always a compromise that can be made. You just must know what you want and figure out how it will benefit both parties. I have been negotiating since as far back as I remember. Sometimes it was bedtime, eating my dinner, or putting off homework to go outside and play. Parents don’t typically cherish those negotiations and kids rarely win (at least I didn’t most of the time).

I started collecting coins and baseball cards when I was three years old. Early on, I was able to convince other collectors (kids) that what I was offering was more enticing (or valuable) for them than what I was asking for in return. I don’t think it was always true, but it seemed to me both sides were getting what they wanted (or at least thought they wanted).

My uncle Morrie ran Zerns Farmers’ Market in eastern Pennsylvania. We used to visit him and my Aunt Adeline on their “gentleman’s farm” every summer. Uncle Morrie was a shrewd businessman, and he loved to tell stories of the amazing deals he made throughout his career. I was intrigued, and by the time I was eight, I was asking him questions that led him to think that there might be a little entrepreneur he could develop.

He was particularly interested in my love of coins. He didn’t think there was money to be made in baseball cards. This was the 1970s, after all. He told me there were three coin dealers at the farmers’ market and suggested I try to get something I wanted from them at a reduced price. “Never pay full price,” he told me.

He took me to the market and walked with me to the first coin dealer. I had ten dollars to spend. Uncle Morrie asked, “Do you see anything you like?” I told him I did, but I couldn’t afford it. It was priced at fifteen dollars. He said to the dealer, “My name is Morris Lipton, and I run this farmers’ market. I’d like to introduce you to my nephew, Adam.”

The coin dealer told me I could have the coin I coveted for ten dollars. I couldn’t believe it – he took five dollars off of the price. On subsequent trips, Uncle Morrie would walk with me to the coin dealers and encourage me to ask for a better price. I didn’t always get my price, but more often than not, I did. This built my confidence, and I learned how to determine a price that suited me, ask respectfully for it, be willing to hear the word “no,” and know when to walk away from a deal that didn’t suit me.

Eventually, I went to the various coin and baseball card dealers without Uncle Morrie by my side. I think some of them recognized me. But others were willing to negotiate with a child who was confident, respectful, and informed.

To this day, I use the same principles in all my dealings with vendors, suppliers, and customers. I understand when somebody wants to negotiate with me on my services as well. These principles have served me well and I believe they can help you too. Be willing to ask. You are more likely to get what you want if you do.