Table Of ContentLean Methods & Implementation
The Lean IT Field Guide
A Roadmap for Your Transformation
“ The Lean IT Field Guide ans w e r s t h e f u n d a m e n t a l q u e s t i o A n u s t . h . o . r . e d b y t w o
e x p e r i e n o c m e a d P i d S e h r T e r a p n a d s , M i k e O r z e t n h , e b o o k e n s u r e s y o u w i l l n e v e r
b e a l o n e o n y o u r p a t h t o t r u l y g r e a t r e s u l t s . ”
—Rich Sheridan, CEO and Chief Storyteller, Menlo Innovations; Author of
Joy, Inc. - How We Built a Workplace People Love
“ The Lean IT Field Guide is a p r a c t i c a p l r , i n c i p l e s - b a s e d g u i d e t o e n t e r p r i s e
t r a n s f o r m a t i o O n r . z e n a n d a P i d e r h a v e g r e a t e x p e r T i h e e . n i . c r . e . a i d n v i I c T e a p p l i e s
i n a n y k n o w l e d g e - w o r k e n v i r o n m e n I t T , o r o t h e r w i s . a e . . . m u s t - r e a d f o r a n y o n e
i n t e r e s t e d i n d u r a b l t e r , a n s f o r m a t i o n a l c h a n g e i n t h e w a y t h e i r o r g a n i z a t i o n w o r k s . ”
—Peter Ward, Sr. Associate Dean, Fisher College of Business, The Ohio State
University; Director of the Center for Operational Excellence
“I’ m e x c i t e d a b o u t t h i s b o o k b e c a u s e i t � l l s i n m a n y o f t h e g a p s t h a t w e a l l w a n t e d
� l l e d a f t e r r e a d i n g s M i � k r e s ’ t b o oLk, ean IT It. c o n t i n u e s t h e j o u r n e y o f t h e p r i n c i -
p l e s a n d p r a c t i c e s l e a r n e d t h r o u g h d e c a d e s o f e x p e r i e n c e . . E . v . t e h n , e b l e e t s t s e o r n s
a r e e q u a l l y r e l e v a n t t o a n y v a l u e s t r e a m . . . . ”
—Gene Kim, Co-Author of The Phoenix Project and The Visible Ops Handbook
“Th i s s h o r r t e , a d a b l e b o o k i s a t r i u m p h o d f e l , n c a s r e i t w y i t h p r a c t i c a l a d v i c e .
T h e r e ' s s i m p l y n o b e t t e r w o r k a v a i l a b l e t o a n y o n e l o o k i n g t o k i c k - s t a r t a s u s t a i n a b l e
l e a n I T t r a n s f o r m a t i o . H n . i . . g h l y r e c o m m e n d e d . ”
—Jez Humble, Co-author Continuous Delivery, Engineering Vice President, Chef
o“mM i h k a e v a T e n d w r i t t e n a s m s , a a r a t v n , v d y m i n d f u l g u i d e t o y o u r o w n l e a n I T T h e
trans f o r m a t i o . a n . . . w o n d e r f u l l y w r i t t e l n u , c i s d u , c c i n c t g u i d e t o w h a t y o u n e e d t o
k n o w t o s u c c e e d . ”
—Michael Ballé, Bestselling Co-Author of The Gold Mine Trilogy; Three-Time
Shingo Research Award Recipient Lean IT Field Guide
Illuminating a clear path to lean IT, the authors integrate more than two decades
of combined experience to provide you with a proven method for creating and
sustaining a true lean IT workplace. The Lean IT Field Guide not only highlights A R o a d m a p f o r Yo u r
the organizational techniques of more agile and lean processes, but also the
leadership work required to help management adopt these new approaches.
Tr a n s f o r m a t i o n
K26125 Michael A. Orzen • omas A. Paider
ISBN: 978-1-4987-3038-9
90000
9 781498 730389
ORZEN • PAIDER T H E L E A N I T F I E L D G U I D E
T h e
Lean IT Field Guide
A R o a d m a p f o r Yo u r
Tr a n s f o r m a t i o n
T h e
L e a n I T F i e l d G u i d e
A R o a d m a p f o r Yo u r
Tr a n s f o r m a t i o n
Michael A. Orzen • omas A. Paider
Boca Raton London New York
CRC Press is an imprint of the
Taylor & Francis Group, an informa business
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© 2016 by Michael A. Orzen & Thomas A. Paider
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For Lynda, my constant reminder of selfess compassion
M. A. O.
and
For Tara and Ethan, my True North
T. A. P.
Contents
Foreword ..................................................................................................xiii
Acknowledgments ................................................................................... xv
Authors ....................................................................................................xvii
Introduction ............................................................................................xix
1 Lean Primer for IT Professionals .................................................1
Introduction .................................................................................................1
The Lean IT Cosmos ...................................................................................2
Agile/Lean Software Development .........................................................2
Kanban ....................................................................................................4
Continuous Delivery ...............................................................................5
Lean Startup ............................................................................................6
DevOps ....................................................................................................7
Lean Project Management .......................................................................8
Control versus Discovery ........................................................................9
Agile Project Management ......................................................................9
Lean IT Frontier ........................................................................................11
Notes ..........................................................................................................12
2 The Transformation Framework ................................................15
Introduction ...............................................................................................15
The Lean IT House ...................................................................................16
Foundation.............................................................................................16
Align Purpose ....................................................................................17
Improve Process ................................................................................17
Respect People ..................................................................................18
Problem Solving ....................................................................................18
Culture of Accountability ......................................................................19
The First Pillar: Associates—Where Value Is Created ..........................19
vii
viii ◾ Contents
Behavior 1—Create Value .................................................................19
Behavior 2—Identify Problems and Opportunities .........................20
Behavior 3—Improve Work Processes (through Daily Kaizen) ......21
The Second Pillar: Leadership—Where Alignment Is Cultivated .......22
Behavior 1—Set Direction.................................................................23
Behavior 2—Model Ideal Behaviors .................................................24
Behavior 3—Coach and Develop People .........................................24
Visual Management ...............................................................................25
Metrics ...................................................................................................26
Refection ...............................................................................................26
Let’s Get Started! Your Roadmap ..............................................................27
Notes ..........................................................................................................27
3 The Importance of Purpose .......................................................29
Introduction ...............................................................................................29
True North .................................................................................................32
True North for the IT Enterprise ..........................................................33
Alignment—Using Purpose as a Plumb Line .......................................34
Practice at Defning Purpose ................................................................36
Direction ................................................................................................37
Notes ..........................................................................................................38
4 Day Zero ....................................................................................39
Introduction ...............................................................................................39
Practice Makes Perfect ..............................................................................42
Management’s First Steps ..........................................................................43
Visual Management and Standups........................................................46
Visual Management System ...............................................................46
Standup Meetings ..............................................................................48
Frontline Associates’ First Steps ................................................................50
Getting Started ......................................................................................51
Visual Management Systems .............................................................52
Standup Meetings ..............................................................................55
Building a Purpose-Driven System...........................................................56
Day Zero Wrap-Up ...................................................................................57
Notes ..........................................................................................................58
5 The Paradox of Process .............................................................61
Introduction ...............................................................................................61
People and Process ...................................................................................62