Lean Daily Improvement Facilitator

We teach and coach Rapid Improvement Events (RIEs), Value Stream Analysis (VSM), and Lean Leadership, but we start with Lean Daily Improvement (LDI) because it gives learners the basic knowledge, skills and confidence to effect change using proven lean methodologies. With LDI, workers from the front line to the back office ― and the administrators and clinicians in between ― learn how to use tools such as the team huddle, counter measures, and a visual management board to keep improvements on track as work is being done.

The Lean Daily Improvement Facilitator (LDIF) understands how to make small but meaningful daily adjustments to how we work and behave in order to move or hold a metric. Lean Daily Improvement (LDI) is useful for making systematic small-step changes while work is being done, and sustaining the gains that have been made through other change efforts. LDI builds a team-based, continuous improvement habit at the point of service.

This training course is part of PHA's Lean First process improvement program. Through this training, participants will define an application/problem to solve; learn how to choose a key performance metric; collect and display data visually; run team huddles to get to root causes; assign corrective actions; and keep the process moving. Training for this certification can be completed in three ways:

    1. Two-Day Onsite (classroom format) — Contact Jack Fenton
    2. Remote Training (series of live webinars) — Contact Jack Fenton
    3. Online Training through PHA Direct (series of 10 modules with digital badges) / Download Flyer — This course is available nationwide and may be eligible for SHIP/FLEX funds. For more information on how we can provide your staff with Lean Daily Improvement Training and Certification, contact Allison Bryan Jungels.

LDIF training is competency-based, includes remote coaching, and develops a stand-alone skill that is immediately applicable to your work environment.

Certification Requirements

To achieve LDIF Certification, a participant must:

  1. Complete pre-work webinar for classroom and remote sessions.
  2. Complete two-days of in-person training (classroom); attend all webinar sessions (remote); complete 10 modules & achieve digital badge (online).
  3. Set-up and facilitate at least one LDI application that successfully makes or sustains a material change to a key performance indicator.
  4. Identify and scope a second LDI application for the same or a different key performance indicator.
  5. Contribute to Connect, our online community of practice.

Training must be completed three (3) months after enrollment, and the LDI application must be completed six (6) months after that.

Performances or Top-level Competencies

The LDIF will develop and demonstrate the following competencies:

  • Facilitate 1-2 hour Kaizen events to define the outcome, key performance indicator, standard work method and target behaviors to undergo continuous improvement.
  • Design, build and install the visual management board needed to facilitate LDI including run charts, countermeasure forms, knowledge cards, Pareto charts and other visual controls to quickly identify when performance is outside the desired range.
  • Design and implement a data collection processes to update the visual management board that in a timely (often daily) and practical.
  • Facilitate the creation of try-this and observe-that cards to enable team corrective action, feedback and behavior change.
  • Monitor visual controls and facilitate short team huddles to identify root causes of performance problems, develop and assign countermeasures (small corrective actions that can be completed with the resources at hand) and review open items.
  • Keep the process moving by determining when to take on a new performance goal; facilitate additional 1-2 hour Kaizen events to rethink the standard work; and determine when larger efforts, such as rapid improvement events, are needed.
  • Coach others on LDI principles and practice.

Overview of Core Training

Training is done at the participant’s own pace and is supported with remote coaching. Learning is competency based and is demonstrated by completing submissions or mini-projects based on scenarios provided. No exam is required. 

The training includes 10 modules as outlined below. 

  1. LDI Overview: Describes the Lean Daily Improvement (LDI) methodology, its many uses, and explores the learning/certification path.
  2. Defining LDI Applications: Defines the elements required in scoping your application (the focus of your improvement effort).
  3. Standard Work: Focused on the aspects of defining, documenting and training staff to standard work that will support your LDI application.
  4. Visual Management Part One: Establishes your data collection plan along with building the first visual management element of LDI.
  5. Visual Management Part Two: Outlines the final three visual management elements of LDI and introduces the huddle process.
  6. Examples from the Field: Provides insight into real world applications from LDI Facilitators.
  7. Change Tactics Part One: Explores why LDI works and where it can break down if change management is not included in the approach. Begins to review change tactics from real world scenarios.
  8. Change Tactics Part Two – Hardwiring: Completes the change tactics review and further develops skills to help ensure you are equipped to manage change challenges.
  9. Examples from the Field: Provides insights into real world change challenges from LDI Facilitators.
  10. Standing Up Your First LDI Application: Utilize all the new skills/tools you have learned to facilitate your own LDI application.

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