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17th International Conference of the

TOC Practitioners Alliance - TOCPA


www.tocpractice.com

15 May 2015, Vilnius, Lithuania

How to make implementation


easy, quick and painless

Jelena Fedurko
TOC Strategic Solutions, Estonia
15 May 2015

Jelena Fedurko
Jelena Fedurko is a Co-Founder and Co-President of
TOC Practitioners Alliance TOCPA and International
Director of TOC Strategic Solutions.
Jelena has been involved in TOC since 1999. She is a
TOC expert, trainer and consultant, and provides
TOC implementation support in production, supply
chain and project management. Jelena has worked
in various countries all over the world, including
Japan, Poland, Germany, Switzerland, Turkey, Italy,
Russia, Ukraine, India, China, Chile, Colombia,
Mexico.
Jelena is the author of the books Behind the Cloud,
Through Clouds to Solutions, Typical mistakes in
working with TOC Logical Tools. Together with Oded
Cohen Jelena has co-authored the book Theory of
Constraints Fundamentals. She has contributed to a
number of books on TOC, and has many
publications. Jelena is the translator and editor of
jelenafedurko.gs@gmail.com
many books on TOC.
www.toc-strategicsolutions.com

www.tocpractice.com
Copyright 2015 Jelena Fedurko & Oded Cohen

www.tocpractice.com

17th International Conference of the TOC Practitioners Alliance - TOCPA

Implementation curve
When we bring in a new way of operation
Honeymoon Phase
High enthusiasm

Enthusiasm
Mood

Honeymoon

Independence

Emotions

Recovery
Crisis

Looking forward to the


new experience
High energy
Differences to the home
culture are viewed as
exciting and intriguing
Self-confidence
High willingness to learn
and develop new things

Time

Copyright 2015 Jelena Fedurko & Oded Cohen

www.tocpractice.com

17th International Conference of the TOC Practitioners Alliance - TOCPA

Implementation curve
When we bring in a new way of operation

Enthusiasm
Mood

Honeymoon

Independence

Emotions

Recovery
Crisis

Crisis Phase
after a few days or weeks
Feeling confused and
insecure
Feeling lack of control
Frustrated by unforeseen
difficulties
Irritated about some of the
rules of the new culture
Feeling disappointed

Time

Copyright 2015 Jelena Fedurko & Oded Cohen

www.tocpractice.com

17th International Conference of the TOC Practitioners Alliance - TOCPA

Implementation curve
When we bring in a new way of operation

Enthusiasm
Mood

Honeymoon

Independence

Emotions

Recovery Phase
Having worked out how

Recovery

to operate in a new
environment
Feeling more relaxed
Feeling more in control

Crisis

Time

Copyright 2015 Jelena Fedurko & Oded Cohen

www.tocpractice.com

17th International Conference of the TOC Practitioners Alliance - TOCPA

Implementation curve
When we bring in a new way of operation

Enthusiasm
Mood

Honeymoon

Independence

Emotions

Independence Phase
Feeling of selfassurance and more
complete understanding.
Confident about handling
most or all situations.

Recovery
Crisis

Time

Copyright 2015 Jelena Fedurko & Oded Cohen

www.tocpractice.com

17th International Conference of the TOC Practitioners Alliance - TOCPA

What is the meaning of


easy, quick and painless?

Enthusiasm
Mood

Independence

Honeymoon

Emotions

Recovery
Crisis

Time

PreImplementation

Implementation Roll-Out

Completing Roll-Out and


Moving to Full Execution

Copyright 2015 Jelena Fedurko & Oded Cohen

www.tocpractice.com

17th International Conference of the TOC Practitioners Alliance - TOCPA

Phases of
an Implementation Project
Enthusiasm
Mood

Honeymoon

Independence

Emotions

Recovery
Crisis

Pre- Implementation:

Time
Implementation Roll-Out:

Content and logic of what


will be implemented
Determining the list of
procedures
Developing the
Implementation plan
Internal training

Executing the implementation plan


Developing and implementing
procedures
Monitoring, analyzing and
adjusting procedures
Working a lot with people to get
their collaboration

Copyright 2015 Jelena Fedurko & Oded Cohen

www.tocpractice.com

Completing Roll-Out and


Moving to Full Execution:

Finalizing and formalizing


procedures and documentation
Ensuring adherence to the
procedures throughout the
involved department
Ensuring top management
involvement on routine basis
17th International Conference of the TOC Practitioners Alliance - TOCPA

Importance of
the Pre-Implementation Phase
Determining and agreeing on the EXACT SCOPE of the
implementation
Preparations determining procedures
Building the implementation plan
Getting formalized approval of the scope and
duration of the project by the Top Management
Internal training knowledge transfer to the internal
implementation team

Copyright 2015 Jelena Fedurko & Oded Cohen

www.tocpractice.com

17th International Conference of the TOC Practitioners Alliance - TOCPA

Pre-Implementation:
Preparation
The better the preparation is done in Pre-Implementation the
easier and smoother the Implementation Phase.
Expressing the content of the required change in the form of welldefined TOC Injections

Copyright 2015 Jelena Fedurko & Oded Cohen

www.tocpractice.com

17th International Conference of the TOC Practitioners Alliance - TOCPA

Pre-Implementation:
Preparation
The better the preparation is done in Pre-Implementation the
easier and smoother the Implementation Phase.
Determining and agreeing on the exact scope of implementation
through meetings and discussions with relevant people:
In Production Production Director/Manager, Heads of major shops,
Head of Production Planning and Control, Procurement Manager,
Internal Logistics Managers (stores and material handling), relevant IT
specialists
In Distribution and Retail Purchasing Managers, Product Managers,
Central/Regional Warehouses Heads, Stores Managers, Logistics
Managers (warehousing and transport), relevant IT specialists
In Projects Projects Director, Development Director, Project
Management Office Director, Shared Resources Manager, Resource
Pool Manager, relevant IT specialists
Copyright 2015 Jelena Fedurko & Oded Cohen

www.tocpractice.com

17th International Conference of the TOC Practitioners Alliance - TOCPA

Pre-Implementation:
Preparation
The better the preparation is done in Pre-Implementation the
easier and smoother the Implementation Phase.
Ensuring that all relevant people will get
a clear vision of how the organization/department will be
operating in the on-going mode AFTER the implementation
through having clear understanding of the content, mechanics
and interaction of the solution injections
clear understanding of the content and proceedings of the
transition

Copyright 2015 Jelena Fedurko & Oded Cohen

www.tocpractice.com

17th International Conference of the TOC Practitioners Alliance - TOCPA

Common confusion between the


decision to implement and buy-in of the
people who are assigned to implement

The pre-decision stage


The decision is made
to implement the change
Idea

Relevant people evaluate change and


raise reservations/concerns/suggestions

The post-decision stage


Decision
PREIMPLEMENTATION

IMPLEMENTATION
ROLL-OUT

FULL EXECUTION

In the post-decision stage there is no room any more to persuade people


to implement. The decision to implement has been made by people who
are authorized by the company to make such decisions.
Copyright 2015 Jelena Fedurko & Oded Cohen

www.tocpractice.com

17th International Conference of the TOC Practitioners Alliance - TOCPA

Common confusion between the


decision to implement and buy-in of the
people who are assigned to implement
6 Layers of Resistance

Addressing 6 Layers of Resistance

Layer 1: Not agreeing on the problem

1. Reaching agreement on the problem.

Layer 2: Not agreeing on the direction of


the solution

2. Reaching agreement on the direction


of the solution

Layer 3: Not agreeing that the solution


will bring the desired benefits

3. Reaching agreement that the change


will bring tangible benefits.

Yes, but

Layer 4: Fear of negative ramification


Layer 5: Fear about how to implement
the solution (obstacles)
Layer 6: Unexplained fear (people say
yes but do nothing)

Decision

PREIMPLEMENTATION

4. Reaching agreement that the change


will not bring negative side effects.
5. Reaching agreement that the change
is doable that all known obstacles
can be removed.

IMPLEMENTATION
ROLL-OUT

FULL EXECUTION

Not addressing the 6 Layers of Resistance in the post-decision stage


leads to frustration and insecurity of people assigned to implement.
Copyright 2015 Jelena Fedurko & Oded Cohen

www.tocpractice.com

17th International Conference of the TOC Practitioners Alliance - TOCPA

Getting buy-in in
the Pre-Implementation Stage
Steps of the TOC process:

Relevant tools and knowledge:

1. Reaching agreement on the


problem.

Showing that performance measurements are low;


showing the Gap and demonstrating the cause-effect
behind the existence of the UnDesirable Effects.

2. Reaching agreement on the


direction of the solution (the
suggested change).

Presenting detailed knowledge of the Injections;


indicating the there are standard procedures that will
be adapted for the specific implementation area;

3. Reaching agreement that the


change will bring tangible
benefits.

Showing how the injections bring the Desired Effects


and high performance measurements for the area.

4. Reaching agreement that the


change will not bring negative
side effects.

Recording reservations in Negative Branch


Reservations (NBRs) and identifying injections to trim
NBR.

5. Reaching agreement that the


change is doable that all
known obstacles can be
removed.

Assisting in developing procedures and miniimplementation plans.

Copyright 2015 Jelena Fedurko & Oded Cohen

www.tocpractice.com

17th International Conference of the TOC Practitioners Alliance - TOCPA

Getting buy-in in
the Implementation Stage
Steps of the TOC process:

Relevant tools and knowledge:

1. Reinforcing that the problem


was identified correctly.

Monitoring that UDEs are disappearing and the Gap is


closing.

2. Reinforcing that the direction


of the solution has been
chosen correctly (the
suggested change).

Monitoring that the injections bring the DEs and


improve performance measurements of the area and
that this is visible to all people in the system.

3. Bringing evidence that the


change brings tangible
benefits.
4. Bringing evidence that the
change is not bringing
negative side effects

Regularly checking that the NBRs that were raised


during the pre-implementation process are not
appearing.

5. Reinforcing that the change is


doable that all known
obstacles can be removed.

Monitoring the procedures and upgrading them


based on the feedback from the system.

Copyright 2015 Jelena Fedurko & Oded Cohen

www.tocpractice.com

17th International Conference of the TOC Practitioners Alliance - TOCPA

How to make
implementation easy,
quick and painless

Monitoring that UDEs are


disappearing and the Gap is
closing.
Monitoring
that
the
injections bring the DEs and
improve
performance
measurements of the area
and that this is visible to all
people in the system.

HOW?

Buffer Management

Copyright 2015 Jelena Fedurko & Oded Cohen

www.tocpractice.com

17th International Conference of the TOC Practitioners Alliance - TOCPA

How to make
implementation easy,
quick and painless
BUFFER MANAGEMENT Make to Availability
The result of production planning and control to manage
Stock Buffers getting control in just 14 days
Day 1

After 5 days

After 14 days

Copyright 2015 Jelena Fedurko & Oded Cohen

www.tocpractice.com

17th International Conference of the TOC Practitioners Alliance - TOCPA

MTA - Buffers and Planning


(Example - arrivals only)
An example from Oded Cohens presentation at 17 TOCPA conference

19
www.tocpractice.com

17th International Conference of the TOC Practitioners Alliance - TOCPA

How to make
implementation easy,
quick and painless
BUFFER MANAGEMENT Make to Availability
The result of production planning and control to manage
Stock Buffers
Getting more and more control over the period of just 2.5 months

Copyright 2015 Jelena Fedurko & Oded Cohen

www.tocpractice.com

17th International Conference of the TOC Practitioners Alliance - TOCPA

How to make
implementation easy,
quick and painless
BUFFER MANAGEMENT Make to Order
The result of production planning and control to manage
Diagonal Production Buffer getting control in just 4 weeks
% of consumption
of PRESCRIBED elapsed time for this WO

Day 1

After 2 weeks

After 1 month

% of WO content completion
Copyright 2015 Jelena Fedurko & Oded Cohen

www.tocpractice.com

17th International Conference of the TOC Practitioners Alliance - TOCPA

How to make
implementation easy,
quick and painless?

THE ANSWER:
ENSURE THAT YOU ARE GETTING RESULTS!
Through:
Instituting correct measurements
DOING PLANNING TO ACHIEVE MEASUREMENTS
Building and daily circulating reports that allow to
get information for the new measurements
Ensuring authority to take corrective actions
TAKING CORRECTIVE ACTIONS
Knowing and adhering to new procedures
Copyright 2015 Jelena Fedurko & Oded Cohen

www.tocpractice.com

17th International Conference of the TOC Practitioners Alliance - TOCPA

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