While there are numerous Lean Certification programs, most companies have their own certification paths whereby they bestow expert status upon employees after they have participated in or led a certain number of kaizen events. Arguing that the number of kaizen events should not determine a person's expert status, The Lean Practitioner's Field Book: Proven, Practical, Profitable and Powerful Techniques for Making Lean Really Work outlines a true learning path for anyone seeking to understand essential Lean principles.
The book includes a plethora of examples drawn from the personal experiences of its many well-respected and award-winning contributors. These experts break down Lean concepts to their simplest terms to make everything as clear as possible for Lean practitioners. A refresher for some at times, the text provides thought-provoking questions with examples that will stimulate learning opportunities.
Introducing the Lean Practitioner concept, the book details the five distinct Lean Practitioner levels and includes quizzes and criteria for each level. It highlights the differences between the kaizen event approach and the Lean system level approach as well as the difference between station balancing and baton zone.
This book takes readers on a journey that begins with an overview of Lean principles and culminates with readers developing professionally through the practice of self-reliance. Providing you with the tools to implement Lean tools in your organization, the book includes discussions and examples that demonstrate how to transition from traditional accounting methods to a Lean accounting system.
The book outlines an integrated, structured approach identified by the acronym BASICS (baseline, analyze, suggest solutions, implement, check, and sustain), which is combined with a proven business strategy to help ensure a successful and sustainable transformation of your organization.
Table of Contents
Lean Overview, Lean Philosophy, History, Principles, and Change Management
Lean Philosophy and Foundations
Brief History of Lean
Waste versus Efficiency
Lean and Change Management
Phase I: Lean Tools and Implementation
Leveraging the Lean Business Delivery System for Continuous Improvement
House of Continuous Improvement
Getting Ready to Implement Lean System
BASICS Model: Baseline the Process
BASICS: Assess—PFA (TIPS)
Basics Model Assessment: Work Flow Analysis—Following the Operator (Staff)
Basics Model Assessment—SMED: Setup Reduction/Changeover Analysis
The BASICS Model: Suggest Solutions
Creating Standard Work
BASICS Model Implementation: Methodologies
Lean Material Basics
Lean Materials: Strategic
Total Productivity Maintenance
Basics Model: Check and Sustain
Lean Implementation Phase II through IV
Heijunka: Sequencing Activities, Load Balancing
Leveraging Project Management in Lean Initiatives: Major Contributions from April Wennerberg
Lean Accounting and Accounting for Lean
Engineering and Lean
Creativity before Capital
Lean Transactional Processes
Lean and +QDIP, Huddles
Lean and Value of the Person
Creating the Learning Organization and the Theory of Lean Training
Lean Practitioner Levels
Hoshin Kanri: Strategic Planning/Policy Deployment.
Lean and Effective Meeting Techniques
Lean and Machine Shops and Job Shops
Lean Customer Relationship Management
Answers to Lean Practitioner Chapter 34—Lean Practitioner Levels
Leadership by Charles W. Protzman Sr.—CCS Manual: 8-Week Training Course to Japanese Leadership, 1948
CCS: Communications—Lessons Provided to the Japanese in 1949
The Missing Chapter by Kenneth Hopper
Answers to Lean Practitioner Tests
Charles Protzman formed Business Improvement Group (B.I.G.), LLC, in November 1997. B.I.G. is located in Baltimore, Maryland, and specializes in implementing Lean thinking principles and the Lean business delivery system—LBDS (trademark pending).
Charles has over 31 years of experience in materials and operations management. He spent 13 years with AlliedSignal, now Honeywell, where he was an aerospace strategic operations manager and the first AlliedSignal Lean master. He has received numerous special-recognition and cost-reduction awards. Charles was an external consultant for DBED’s Maryland Consortium while he was with AlliedSignal. He had input into the resulting world class criteria document and assisted in the first three initial DBED world class company assessments. He is an international Lean consultant and has taught students courses in Lean principles and total quality worldwide.
Charles spent the last 18 years implementing successful Lean product line conversions, kaizen events, and administrative business system improvements (transactional Lean) across the United States. He is following in the footsteps of his grandfather, who was part of the Civil Communications Section (CCS) of the American Occupation. Prior to Deming’s 1950 visit to Japan, C.W. Protzman Sr. surveyed over 70 Japanese companies in 1948. Starting in late 1948, Homer Sarasohn and C.W. Protzman Sr. taught top executives of prominent Japanese companies an eight-week course in American participative management and quality techniques in Osaka and Tokyo. Over 5100 top Japanese executives had taken the course by 1956. Many of the lessons we taught the Japanese in 1948 are now being taught to Americans as "Lean principles." The Lean principles had their roots in the United States and date back to the early 1700s and later to Taylor, Gilbreth, and Henry Ford. The principles were refined and expanded by Shigeo Shingo and Taiichi Ohno at Toyota. Modern-day champions are Norman Bodek, Jim Womack, and Dan Jones.
Charles participated in numerous benchmarking and site visits, including a two-week trip to Japan in June 1996, where he worked with Hitachi in a kaizen event. He is a master facilitator and trainer in TQM, total quality speed, facilitation, career development, change management, benchmarking, leadership, systems thinking, high-performance work teams, team building, Myers–Briggs Styles indicator, Lean thinking, and supply chain management. He also participated in Baldridge Examiner and Six Sigma management courses. He was an assistant program manager during "Desert Storm" for the Patriot missile-to-missile fuse development and production program.
Fred Whiton, MBA, PMP, PE, has 30 years of experience in the aerospace and defense industry, which includes engineering, program and portfolio management, strategy development, and operations. He is currently employed by DRS Technical Services as a division vice president responsible for clients in seven countries at over 50 locations. Fred has both domestic and international expertise within homeland security, command and control intelligence surveillance and reconnaissance sensors and services, military and commercial aerostructures, and defense systems supporting the US Navy, US Air Force, US Army, and Department of Homeland Security (DHS) across a full range of functions from marketing, concept development, engineering, and production into life cycle sustainment and logistics. Fred began his career as a design engineer at General Dynamics, was promoted to a group engineer at Lockheed Martin, and progressed to becoming a director at Northrop Grumman within the Homeland Defense Government Systems team. As vice president of engineering and operations at Smiths Aerospace, he was the Lean champion for a Lean enterprise journey, working closely with Protzman as the Lean consultant, for a very successful Lean implementation within a union plant, including a new plant designed using Lean principles.
Fred has a BSME from the University of Maryland, an MSME from Rennselaer Polytechnic Institute, a master’s from The George Washington University, and an MBA from The University of Chicago. He is a professional engineer in the State of Maryland, is a certified project management professional (PMP), served as a commissioner on the State of Maryland Commission for Manufacturing Competiveness, served as a commissioner on the Maryland Commission on Autism, and is a member of the board of directors for multiple organizations, including the Regional Manufacturing Institute (RMI) with headquarters in Maryland.
Joyce Kerpchar, PA-C, has over 28 years of experience in the healthcare industry and currently serves as the director of the Institute for Surgical Advancement at Florida Hospital Orlando, which is part of the Adventist Health System, an acute-care, tertiary hospital caring for more than 1.5 million patients a year. She joined Florida Hospital in 2001 and spent over five years as a senior consultant implementing Lean across the eight campuses in a variety of clinical departments, is a Six Sigma black belt, and is a certified MBTI instructor.
Kerpchar began her career as a board-certified physician’s assistant in cardiovascular and thoracic surgery and primary care medicine.Prior to joining Florida Hospital, she held a variety of administrative positions in health-care-related industries, which included managed care operations and contracting for a PruCare/Prudential Healthcare that served 200,000 members in nine counties in Central Florida, product management for Avio Corporation, as a provider of information technology for ambulatory health-care organization, and as a partner in a consulting firm that specialized in business and market entry strategy for high-tech start-ups.
Kerpchar is passionate about leveraging Lean in health-care processes to eliminate waste and reduce errors, to improve the overall quality, and to reduce the cost of providing health care.
Christopher Richard Lewandowski, BS, MS, BB, has over 24 years of experience in operations and manufacturing engineering. He is currently the manufacturing engineering and VBLSS champion for ITT Enidine. Chris is an ITT-certified Lean master, Lean practitioner level 3, and Six Sigma black belt. He is leading the current Lean implementation at his facility and has delivered 40% to over 70% gains in productivity across all major product lines, resulting in over a million dollars in Lean savings and cost avoidance. He has led Lean implementations in manufacturing, materials, and office environments. He specializes in implementing Lean tooling solutions and creating single-piece machines in place of traditional monument and batch-type operations/machines.
Chris began his career as a manufacturing engineer with Woodward HSC Aircraft Engine Systems, where he worked in new product development. He developed new processes to improve productivity and quality in addition to providing design input to improve the manufacturability of their products.
He received his BS and MS in industrial technology from Buffalo State College. He has over 24 years of experience in providing design input to improve engineering, engineering management, and operations management.
Steve Stenberg is a senior Lean sensei consultant and operates his own consulting business Continuous Progress, LLC, specializing in leadership coaching and organizational Lean transformation. He has over 27 years of experience in operations management and continuous improvement. Steve began his career at Donnelly Corporation, an automotive manufacturing company based in Holland, Michigan. Steve has held several leadership positions, including general manager, plant manager, manufacturing manager, advanced quality engineer, program manager, and senior Lean consultant. At Donnelly, he learned the fundamentals of people development and how the Scanlon principles work. In the mid-1990s, Donnelly began the transition to a Lean corporation while applying the Toyota production system methodologies.
Donnelly became a model site for Lean transformation and benchmarking. Steve was very fortunate to have learned from some of the very best Lean experts during this period.
Educated in industrial engineering and through the extensive teaching and learning of the Toyota production system, Steve formed his own consulting company in the early 2000s. He has developed a passion for applying TPS principles and teaching others the Lean philosophy. Steve has been applying Lean principles in various industries. He has extensive experience in aerospace, consumer goods, retail, and health care. He has taught Lean improvement techniques at organizations in Mexico, Canada, Ireland, Japan, China, the Czech Republic, and the United States.
Patrick Grounds has 20 years of experience in the automotive industry and 7 years in academia in the automated systems, robotics, and manufacturing technology disciplines. He has been involved with multiple start-up organizations and has had various responsibilities for the development and integration of business operating systems for global operations while working for Ford Motor Company, Siemens Automotive, Siemens-Yazaki Systems Technologies, and Continental Automotive. He has held positions as executive director of program management, executive director of quality, director of operational excellence, director of quality systems North America, and director of technical operations.
Pat spent seven years in academia as head of the Department of Engineering Technology and chair of the Automated Systems Engineering Technology and Robotics Engineering Technology programs at Lake Superior State University. The Robotics Engineering Technology program was the first ABETaccredited program of its kind in the United States.
Pat has a master’s degree in electronics engineering, solid state physics, from the University of Michigan, Ann Arbor. He is a master black belt and received his initial introduction to Lean from Dr. Edwards Deming through attending five of the famous four-day seminars and participating in the Deming study group with Ford Motor Company. He is a strong believer in the concept of organizational learning and has extensive experience in the management of global cross-functional teams, multisite operating systems, and strategic initiatives. He is currently president of Pat Grounds and Associates Consulting and has worked globally with clients in automotive, oil and gas, health care, mining, and government.
"I am shocked you show us the Lean concept (e.g. batch) from so many aspects. I think your book is suitable for MBA or part time students for university teaching. If possible, I would like to adopt your book for my students. I can understand you use so many stories to cultivate CEOs to have correct Lean ideas."
—Feng Chen, PhD, Associate Professor, Associate Head, Department of Industrial Engineering and Logistics Management, Shanghai Jiao Tong University
"I think that this book which focuses on how to accomplish Lean improvements will be really helpful. Many books in this field aim to convince managers of the benefits of Lean, but do not provide sufficient support to actually implement Lean techniques, engage workers, and create a process of continuous improvement. This book not only explains why you should empower your people, but how. The author is well known for his practical training for managers and employees in businesses all over the world. The roots of industrial engineering are re-applied to modern manufacturing and service companies, which results in many practical lessons to learn for all of us."
—Dr. Jan Riezebos, PhD, Associate Professor Operations, University of Groningen; Director, Technology Management, University of Groningen; and Member, Steering Committee, Quick Response Manufacturing Center Europe
"This team of highly regarded Lean practitioners has developed the most comprehensive Lean Field book in the market today. They lay the foundation for a structured Lean system in the opening section proceeded with an in-depth three phase approach for Lean implementation. Every leader of Lean in your company from executives to Lean implementers should consider this a must-read."
—Russ Scaffede, Co-owner, The Leadership Roadmap Institute; and past VP/GM of Toyota Motor Manufacturing, Power Train
"The Lean Practitioner’s Field Book is the most comprehensive collection of Lean materials on the market. It offers an abundance of depth on Lean philosophy, training material, and real life experiences while placing significant emphasis on the importance of leadership commitment and the need for balance between the hard (tools) and soft (culture) elements required for a successful Lean journey. This book is a must-read for all business / change leaders ... regardless of where they are on their Lean journey. It will accelerate learning ... and results!"
—Jack Lawless, CEO, AAC, Standard Aero
This book is one of the best Lean books which I’ve ever read. I hope many Chinese can see its Mandarin version as soon as possible. Following this guide will bring more factory efficiency and more profits for China’s enterprise as Charlie’s grandfather brought to Japan’s enterprise after World War II.
—Xinkai Li, Project Manager, PMO of State Administration of Taxation, China
"Charles Protzman’s TheLean Practitioner’s Field Book is essential reading for those starting the Lean journey and invaluable reference material for those on the journey. He and his co-authors deal with a highly technical and complex process in a practical way that can only be done by somebody that has lived, coached, and implemented Lean at every level in many organisations for many years. The book constantly questions the reader and encourages the readers to reassess themselves, their organisations, and their paradigms. The book has a conversational style which engages the reader, making an otherwise complicated subject very accessible. This book will make you want to go to work early every day to implement the expertise that Protzman and his co-authors have packed into this field book. If an organisation has the desire to become world class, then this is the roadmap to get it there."
—Fergus Woods, Head of APU Services, Dublin Aerospace Limited
"What a solid book, chocked full of practical advice and real-life examples. A book that takes us on a Lean journey, an evolution as such, teaching us why we do what we do and what the possibilities are if we can only change and control our impulses. The authors have created a roadmap to reduce waste by harnessing the energy and effort we spend each day. Each chapter unfolds understanding and intrigue, challenging the reader to do more with their new-found knowledge."
—Joseph A. Cuske, Works Manager, Amsted Rail-Columbus
"Having worked with Charlie Protzman over a long period, I know that his depth of practical experience in implementing Lean in a broad range of environments gives him extraordinary insight into the process of ‘getting Lean’ - the sum of this extensive learning is reflected in the Lean Practitioner’s Field Book. The reader will find that the stories and lessons learned which Charlie and his authors share contain critical information to develop and implement a successful Lean transformation for their organization.
Anyone reading this book, whether they are just getting started or have many Lean implementations under their belt, will discover a wealth of thought provoking material."
—Victor Chance, Vice President of Procurement, Medical Devices and Diagnostics Sector, Johnson & Johnson (Retired)
"The Lean Practitioner’s Field Book provides a great insight and key ‘know-how’ strategies for a successful Lean implementation. Definitively a ‘must-read’ to stay ahead of the Lean commercial market and get in depth into a solid trajectory to Lean transform and provide tangible bottom line results This book provides a broad hands-on and clear, assertive guidelines for sustainability to enable a positive spiral in the Lean transformation."
"Very exciting to read practical high impact success stories, with a comprehensive path, from concept to implementation and sustainability."
—Eduardo Arrioja, Lean Master, Aerospace
"An essential guide that gets results. Protzman, Whiton, and their co-authors combine in-depth knowledge, with practical know-how, in a new format to help Lean practitioner's excel in their work. Learning organizations will find this book of knowledge to be an essential guide to organizational well-being."
—Mike Galiazzo, Ph.D., President, Regional Manufacturing Institute
"There are miles between understanding Lean and being a Lean Practitioner. The Lean Practitioner’s Field Book is a must-read for those who want to close the gap."
—Rob Mionis, Operating Partner, Pamplona Capital Management, Former President and CEO, StandardAero
"Reading The Lean Practitioner’s Field Book is like having your own personal sensei. It feels like you’re exchanging experiences with a live expert."
—Rhidian Roach, Senior Director, Business Excellence, Edwards Lifesciences
"Learning one piece flow has changed our manufacturing thought process. It has dramatically reduced our production lead time and the number of defective parts produced in our plant. While learning Lean Manufacturing was challenging and at times frustrating, it was also exhilarating and very rewarding. The beauty of learning this new behavior process is that it takes an entire team effort from all involved within the organization."
—Craig B. Fankhauser, Vice President, Toledo Metal Spinning Company
"The approach of implementing Lean by Charlie Protzman in our company, completely changed our way of producing shock absorbers. We knew some of the Lean tools like SMED and 5S, but the introduction of videoing, along with product flow and work flow analyses provided a much clearer picture of all the waste and idle time. Our batch manufacturing processes were transformed to one piece flow processes, reducing our lead times literally from days to minutes, increasing output over 50 percent and freeing up many square meters of floor space. This book captures all these techniques; and if well implemented, with patience, you will find all your processes will improve dramatically."
—Ing. B. Overweg. Lean Coach, KONI BV
"There is a bit of the Lean practitioner in all of us. Hopefully, as you read this book to pursue additional knowledge, as a refresher or for reference or for academia, it can help add a bit more Lean practitioner to all of us in our never-ending journey."
—James Bond, 20 year veteran of the Toyota Management Team—Retired