Since COVID19 came into our lives, EVERYTHING CHANGED. This represented a challenge in the way in which I had to confront my own theories related to continuous improvement. If COVID19 is a problem, how to be congruent with the idea I have shared with many others about the fact that ”problems are treasures”, if this is true it means that COVID19 is a problem, therefore it represents an opportunity for improvement. Is this true?

Before COVID19 arrived, from working in a global organization I realized that the idea of ​​holding Kaizen events in person, had many limitations in relation to, for example, travel costs and people’s time availability. In such a way that although conducting face-to-face Kaizen workshops had already become a common practice in the organization, I always saw the opportunity of how to deploy this type of workshops virtually.

Fortunately, before C19 arrived, I was practicing and doing some tests trying virtual Kaizen, which led me to conclude that it is possible to do Kaizen workshops in virtual environments. I am not suggesting that it is easy; I realized that I had many challenges that had to be overcome, but it was an idea that I thought had a lot of potential.

When COVID19 arrived, I saw the opportunity to be able to quickly implement some of the Kaizen concepts and principles with teams in a virtual way. This also forced me to reinvent and solve many of the challenges that arise when cross-functional team need to make improvements when they are geographically separated, often working in different time zones.

Based on what I have experienced in the last few months, let me share 5 lessons learned about how to continue advancing in the application of continuous improvement, in virtual work environments.

1. Improvement methodology. In virtual environments it becomes even more important to introduce some kind of simple methodology to guide the work and efforts of the team. A few days ago I had a call where they were asking me if doing a Virtual Kaizen workshop made sense or not. It was very clear to me that simply sharing the suggested methodological process to solve the problem helped this team, to have a better work structure to address the problem. Although applying this methodology virtually represents a challenge, having clarity in the vision and deliverables of each of the stages that are expected to be achieved for each of the phases of the methodology helped the team to know that it was possible. In particular, the DMAIC improvement methodology (Define, Measure, Analyze, Improve and Control), is extremely useful since it is a simple methodology that is self-explanatory.

2. Divide and conquer. Working in virtual environments presents difficult challenges to overcome specially battling the idea that “I am busy”. So in my experience when doing Virtual Kaizen workshops, it is essential to break down the entire Kaizen in small work packages that I called, Kaizen Missions. These missions are linked to the previous point I made regarding the methodology. For example, a first mission that you could present to the team is to complete the Definition stage of the methodology. This mission will consist of a series of subtasks that the teams will have to develop collaboratively in a virtual environment. e.g. complete a project charter, capture the voice of the customer, etc. Focus ONLY ON THE ESSENTIALS (eliminate the waste that sometimes we generate within the continuous improvement methodology)

3. Accountability. Accountability of the Kaizen team is essential for every mission. The Kaizen team needs to show the progress made for each of the missions with specific delivery times. It is also important during this accountability session that the Kaizen team is clear about what needs to be done and the expectations of the deliverable of the next mission.  

4. Visible leadership. One of the non-negotiable of this type of effort is the participation in at least the Kaizen accountability sessions of those leaders that are linked to the changes and with the decisions that need to be made as a result of the Kaizen work. It is through this participation that the leaders will be sending a clear message to the Kaizen participants of the importance and the level of priority that the Kaizen effort represents.

5. Simple Templates. Beyond the type of platform and SW that members or organizations want to use. It is essential that collaborative spaces are available online. This is a place where the Kaizen team can consolidate their learning and can collaborate from anywhere and at any time. These templates must be clear and easy to understand. One practice that I implement is to add simple videos to each of the templates (missions) so that when the Kaizen team have questions they could easily watch those videos to better understand the purpose and type of information that is requested.

Conclusions.

Of course, there are many lessons learned about how to do Kaizen events, but I wanted to focus on those lessons that I consider vital to increase the probability of success in the application of these events.

For those people with a passion for continuous improvement, we have to realize that these times are demanding that we apply the concepts of continuous improvement to ourselves. So that we can achieve better results. 

These challenges are forcing us to improve and innovate every day to ensure that the culture of continuous improvement continues to strengthen and continue to grow within organizations. Please answer the following question so we can learn from your own lessons learned during this challenging times. 

1. What are the challenges that you or your organization have faced when trying to improve or solve a problem in a virtual way? What are some of the techniques or tools that have or have not served to solve it?

Carlos Ray Ruiz

I am currently serving as the Director of Global Strategy and Organizational Change at humanitarian international health organization. I serve by orchestrating transformational change projects across the organization in order to achieve our aspirational goals. I help the organization refine its strategy and strategic plan. I coordinate all departments and country offices as they implement new systems and processes that transform their way of working, improve effectiveness, and enable significant scale.

Previously I served for 8 years as the Director of Continuous Improvement for World Vision International where I had the responsibility to foster a culture of Continuous Improvement. I collaborated with leaders, teams, and individuals across the organization and around the world to guide them in applying continuous improvement principles and tools.

Based on more than 20 years of experience in the areas of strategy, leadership/organizational development, and, continuous improvement, I know that in order to deeply transform any organization you must consider the context, culture, and the current state of the organization.

I have led numerous continuous improvement workshops ( Kaizens) around the world, Asia, Africa, Europe, and America. I have coached and developed hundreds of leaders. I have also certified hundreds of White Belts, Yellow Belts, Green Belts, Black Belts, and Master Black Belts around the world.

Nothing energizes me more than to work with diverse cross-functional teams from different nationalities around the world and to witness how regardless of their background they voluntarily embrace and develop a culture where waste, inefficiencies, risks, and errors are seen as treasures that they themselves can fix or eliminate.

I have worked with multiple units to improve their door-to-door processes in areas like procurement, finance, human resources, operations, grants, sponsorship, strategy, etc.

By ensuring the leaders' engagement, cross-functional participation, and rigorous adherence to the "Kaizen Rules" and the DMAIC methodology (Define, Measure, Analyze, Improve, and Control), the teams are able to significantly improve in the areas of safety, quality, delivery, and cost.

I am very passionate about Strategy, leadership/organizational development, and continuous improvement. I am convinced that these are 3 pillars that can significantly contribute to transforming and improving any individual, team, or organization.

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