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Archive for Pillars

Apr
18

The Uniqueness of Hoshin Kanri

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The “Hoshin” is developed at each layer of management clarifying strategies and targets to assist in reaching the preceding layer’s targets. This results in both a macro and micro PDCA. This greatly increases the line of sight and shared responsibility to each other in achieving these goals. Kanri is defined as a method to efficiently achieve purposes through PDCA (Plan-Do-Check-Act).

What makes Hoshin so unique over other planning methods is the effort that is put into the cascading effect of the Hoshin plan. This effect is called “Catchball”. Catchball drives the strategic planning process into every level of the organization and every employee and provides them the opportunity to define how they will contribute to that success.

Catchball(PDCA) works like this:

  • (Plan) Leaders set the strategies and targets. The team members, made up of the people closest to the work to be improved, put a plan together to make it happen. Ideas are tossed back in forth and open debate is encouraged and expected. Agreement is reached and a plan comes together with a defined course of action and responsibilities.
  • (Do) Continuing dialogue takes place. "Are we on track? Do we have the time and other resources required? What are we learning that needs to be incorporated into the plan?" Changes are made as a result of this dialogue.
  • (Check) The leader or the preceding layer monitors and is responsible for the outcome. The leader resolves confusion and helps at key points acting very much like both a coach and a manager during the process.
  • (Act) Continuous review and discussion will keep the team on target. The goals are accomplished as a result of interaction not because of a prescribed method.

This is the secret of Hoshin Kanri and I believe the preferred method for engaging change. Most processes are built around the existing organizational structure depicted in the structure on the left. Targets and measures are set and many times with a mandate on how we will achieve them. Hoshin Kanri through the use of catchball develops a more collaborative structure and as a result an easier method for change and even more importantly sustainability.

 Heirarchy

This is not about relinquishing control. It is about gaining more control over implementation. Collaboration does not insure the best answer gets enacted. It typically insures that something does get enacted. It takes away that paralysis from planning. No longer are we trying to gather buy-in to get something accomplished, but rather change is being driven from the bottom up with a sense of joint accountability.

Can Hoshin Kanri work in your organization?

Related Information:
Is the Balance Scorecard being revived?
Tricks from the Trenches on applying Hoshin Kanri
Become a Learning Organization through Relentless Reflection
What’s new in Business Model Generation? Customer Value Canvas and more

Categories : Pillars
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Jan
15

Lean Engagement Team Book Released

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Sales and marketing can no longer operate in a vacuum. It has become a process output that intertwines across many of the departments within the organization. As companies have become flat, their decision making is increasingly being done by committee. As a supplier, you must mimic your customer decision-making path and as a result your sales and marketing will also be done by committee. Our highest priority is to deliver to the customer content that he deems valuable to his decision-making process. LET

Lean is the future of marketing and one of the main reasons is the development of Agile under the Lean umbrella. Using the Agile Manifesto as a basis for Agile marketing or Lean marketing is a good start. In summary they are based on these principles:

  • Individuals and interactions over processes and tools
  • Content-rich material over elaborate promotion
  • Customer collaboration over contract negotiation
  • Response to changing customer needs over following a plan

The further we are from our customers’ knowledge base the more effort has to be made to create a larger and larger supply of prospects. The ability to share and create knowledge with your customer is the strongest marketing tool possible. Successful Sales and Marketing Teams are no longer trying to get their message out but developing strategies to get the message in.

Table of Contents

  • The Path
  • Positioning your organization from your customer’s viewpoint
  • Only the Customer Determine Value
  • PDCA from the Outside-In
  • The iCustomer and iTeam
  • New Lean Thinking
  • Lean Engagement Tools
  • Lean Engagement Team
  • Marketing Gateway of EDCA, PDCA, SDCA

The book is available as a PDF download on the Business901.com website or on Amazon:

Lean Engagement Team (Marketing with Lean, Volume 2) [Ring-bound]

Lean Engagement Team (Marketing with Lean, Volume 2) [CD-ROM]

Related Information:
SALES PDCA Framework for Lean Sales and Marketing
Profound knowledge for Lean Marketing
If all of us need to be marketers, what’s the framework?
The 7 step Lean Process of Marketing to Toyota

Categories : Lean Marketing, Pillars
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People struggle with Lean in sales and marketing because they don’t believe that many of the fundamental concepts of Lean, such as Standard Work can apply to the S & M discipline.  If you review the slide shows under the Lean Engagement Team section on Slide Share, I think you will find how much they are based on standard work. Think about Leader standard work, it is intentionally designed to focus multiple layers of attention on the same process. For example:

The Team Leader’s Standard Work might including adding new call scripts  into a follow-up campaign for a certain webinar or trade show. The team leader also heads a brief daily stand-up meeting with the team which is part of the regular agenda to ensure that appropriate action has been taken or initiated. The Team Coordinator should attend but not head the meeting.

The Team Coordinator might then work with the team to go over playback of scripts for training. He may bring in additional trainers as part of a weekly program to improve delivery. The TC ensures that  program has been coordinated with other actions in the marketing communication department.

The Marketing Communication department sends follow-up emails, auto-responders and/or direct mail.

The Value Stream Manager might allocate budget for calling program and meet once a week to check progress and to lead a regularly-scheduled meeting with the TC, TL and MC to discuss the problems or opportunities.

It is this way that standard work is layered to ensure focus on the processes that produce the results. It is one of the most challenging aspect of the transition from a traditional results-only culture to a lean results-and-process-focused culture.

A quote from Dr. Michael Balle, “Lean is not a revolution; it is solve one thing and prove one thing.” Leader Standard work is the foundation of Lean Sales and Marketing and the fundamental process that replaces the "Silver Bullet" found in most typical marketing jargon.

What are your thoughts? Is your marketing efforts based on standard work?

Systems2win(who I work with) has an excellent description on the website, Leader Standard Work tool.and a new video out (below) that explains Standard Work.

Related Information:
Blog Carnival Annual Roundup: 2011: The 99 Percent Solution
Six Sources of Influence in Change
The Difficulty of Mastery = The Difficulty of Lean
Even Seinfeld used Standard Work

Categories : Pillars
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