CONTINUOUS IMPROVEMENT
EVENT FACILITATOR PROGRAM
Who are we?
Tim Murphy
Sr. Principal Engineer
Oshkosh Corp.
Ryan Beach
Sr. Principal Engineer
Oshkosh Corp.
OOS Education Lead
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Oshkosh is JLTV…Anything else is something else.
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Oshkosh Corporation
Access Equipment
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Defense
Leading provider of specialty
vehicles
– Moving the World at Work
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Nearly 100 years in business;
incorporated in 1917 in Oshkosh
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Serial innovator of game changing
new products
Fire & Emergency
Commercial
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FY15 Revenue: $6.1 billion
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#394 on the Fortune 500 List.
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Focused on delivering value to
customers and shareholders
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Oshkosh At a Glance
• Headquarters in Oshkosh,
Wisconsin
– Manufacturing in 7 countries with
service in 16 additional nations
– Sales in more than 130 countries
– 13,100 employees worldwide
• Four industry-leading business
segments
– Access Equipment
– Defense
• Located in Oshkosh, WI
– Fire & Emergency
• Pierce Manufacturing in Appleton,
WI
– Commercial
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Oshkosh Operating System (OOS)
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Problem Statement
• Goal: Deploy OOS across the company
• Every employee taking action to improve customer satisfaction
• Every employee = All 13100 employees worldwide
• 6 Person Corporate Staff + 4 Segment OOS Directors
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What is a CIE?
Continuous Improvement Event (CIE):
A focused and structured process improvement effort
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CIE Roles and Responsibilities
Team Leader
Team Leader
Leader
Team
Team Member
Subject Matter Expert
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Facilitator
Process Owner
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Champion / Sponsor
Partner with project sponsor to
draft a project charter
Set / define scope, expectations,
target metrics, and timeframe
Lead event report out
Select team members and identify
subject matter expert(s)
Obtain event approval in a scoping
session
Complete event preparation
Lead discussions and activities
during event
“Own” the action plan – make
sure all follow-up activity is
completed
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CIE Roles and Responsibilities
Facilitator
Team Leader
Team Member
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Work closely with (coach) the
team leader
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Share knowledge and experience
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Provide OOS training
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Guide team in the use of OOS
tools and principles
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Drive and stretch team members
into thinking and acting “outside
the box”
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Keep team focused so process is
followed and results are achieved
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Must be unbiased and neutral
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Does not need to have processrelevant knowledge
Subject Matter Expert
Facilitator
Process Owner
Champion / Sponsor
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Team Lead vs. Facilitator
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Facilitator Traits
Communication Skills
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Listen!
Practice silence
Accept input/criticism
Ask and encourage questions
Interpretive Skills
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Relate to situations
Appreciate hot buttons
Pick up on non-verbal cues
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Facilitator Traits
Personal Traits
- Sense of humor
- Patience, tolerance, sincerity
- Openness to ideas
- Trustworthiness
- Be fully present
Interpersonal Style
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People oriented
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Willing to share
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Be respectful of all opinions
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Being a facilitator feels kind of like this…
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CI Facilitator Curriculum
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CI Awareness Curriculum
Intro to OOS & CI
Waste Identification
Mapping for Success
Process Flow
Target Audience: Entire Company
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Problem Solving
Process Control
CI Awareness Modules
LMS
eLearning
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CI Application Curriculum
Waste Identification
Mapping for Success
Process Flow
Target Audience: Based on interest and need
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Problem Solving
CI Application Classes
• 2-3 Hours Each
• In-Person
• Focus on Applying Tools
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Waste Identification
5S
8 Wastes
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Mapping for Success
Mind Map
• Highly effective
way of getting
information in
and out of your
brain
• Creative and
logical means of
note-making that
literally “maps
out” your ideas
SIPOC
• High-level
process
• Ensures team
members are
viewing the
process in the
same way.
• Suppliers,
Inputs,
Processes,
Outputs,
Customers
Process Map
• A visual
representation of
the sequence of
actions that
comprise a
process
• Provides an
opportunity to
learn about the
work that is being
performed
Value
Stream Map
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A visual tool used
to understand and
communicate the
steps to change
material and/or
information for
the purpose of
creating a product
or service that
customers are
willing to pay for
Jack’s Taxes
Case Study
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Process Flow
• One Piece vs. Batch
• Push vs. Pull
We hope you will join us for
our 100 year anniversary
party!
Pierce Manufacturing
How to fold a
t-shirt in 5
seconds
• Standard Work
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Problem Solving
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Affinity
Pareto
Fishbone
5 Why
PDCA
Time Clock Case Study
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CI Facilitator Curriculum
Target Audience: Vetted Candidates
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CI Facilitator Class
• 2 Days
• In Person
• Focus on Facilitation
• Another Chance to use
Common Tools
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Day 1 Agenda
• Senior leader kickoff
Decision
Making
• Teach soft skills
– How to train
– Teambuilding
– Conflict Management
Unilateral
Consultative
Majority
Consensus
• Current state simulation
• Project Charter
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Day 2 Agenda
• Mock CIE – Entire Day
• Teach-backs
• Analyze current state
• Future State
• Future state simulation
• Report-out / Reflection
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Simulation
TRIM
CHASSIS
BODY
INSPECT/
SHIP
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Participate in 3 CIEs
Team Lead
Co-Facilitator
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Facilitator
Complete CIE Process
Identify
Checklist Phase 1
Checklist Phase 2
Checklist Phase 3
Opportunity Identified
Initial Project charter
Initial RACI
Create CI Project Register Entry
Scoping session
Final draft charter signed
Event Preparation
Send CIE Invitation
CIE Event
CIE Report Out
Recognize Team
Follow-Up Activity
Action Plan
Complete
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List of Approved Mentors
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CI Facilitator Mentor Checklist
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CI Facilitator Mentor Checklist
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Ongoing Expectations
• Continue to lead and facilitate CIEs
(in and out of your area)
• Be a champion for OOS
• Participate in the OOS community
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Facilitator Training – CIE Handbook
• Step by step guide for CIE Facilitators
• Tools and techniques needed to conduct a
CIE
• Templates
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What’s In it For Me (WIIFM)?
• Build leadership
skills
• Learn about other
areas of the company
• Be a key player in improvement activities
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What works well?
• Mock CIE is a very powerful tool
• Recognition of graduates
• Not overly burdensome
• Mentoring / Application
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What doesn’t work well?
• Limited lean knowledge
• No project management training
• Many don’t do many CIEs beyond the
certification
• Not enough CIE activity
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Lessons Learned
• Confusion from
candidates on when, if,
and how to get a mentor
• Open signup didn’t work
well (commitment)
• Hard to reach smaller
companies
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Takeaways
• Really helping to change the culture
• Very engaging classes
• Well balanced
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Questions
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