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    Setting the Vision in a Lean Organisation

    By , CEO and founder, TeamAssurancePublished Last updated

    Setting the Vision in a Lean Organisation

    In this article we continue to explore what leaders should focus on when it comes to setting the vision for a lean organisation.

    Setting the vision in a lean organisation means describing, concretely and briefly, the operation you are trying to become: how work will flow, how problems will be handled and what customers will experience. You then connect that picture to the few objectives, measures and daily routines that will get you there.

    At a glance

    • What it is: a concrete, brief description of the future state of the operation.
    • What it should describe: how orders flow, how quickly problems surface and are resolved, and what a daily routine looks like.
    • Vision vs strategy: the vision is the destination; the strategy is the route and the few objectives along it.
    • Related: what is strategy deployment? and the power of a clear vision from leaders.

    As a leader, one of the most important responsibilities is to set the vision for the organisation. This vision should encompass how lean principles benefit all stakeholders, including customers, employees, suppliers, the business, and the community at large.

    How do you create a seamless and transparent environment?

    The first step in setting the vision is to create an environment that is open and transparent. This environment should be focused on growth, learning, and improvement. It should flow like a torrent - seamlessly allowing for innovation, experimentation, and the sharing of ideas.

    By creating this type of environment, employees will feel safe and valued, encouraging them to actively participate in the lean process. They will contribute their unique perspectives and insights to create a more aligned vision.

    To achieve this, processes must be designed to encourage collaboration and communication, allowing for a free exchange of ideas and feedback. In turn, these processes should be supported by a Lean daily management system that turns insights into activity.

    How do you connect everyone with a shared purpose?

    Leaders must ensure that everyone within the organisation is connected with a shared sense of purpose and objectives. This means that employees should understand how their work contributes to the overall vision of the organisation.

    By creating a shared understanding of the goals and objectives, employees are more likely to feel motivated and engaged, leading to increased productivity and success. Visual management tools support organisations in this strategic layer as well - not just within daily management.

    Why prioritise customer satisfaction when setting the vision?

    When we talk about 'engaging all stakeholders' in strategy development, often the customer is overlooked. Looking solely inwards at our teams is like tying one hand behind our back when it comes to improvement. Customer satisfaction should be a key consideration for any organisation delivering a product / service.

    By prioritising customer needs we can expose barriers to achieving those desires within our processes. After all, when customers feel prioritised and valued, they are more likely to remain loyal to the organisation, leading to increased revenue and growth over time.

    Frequently asked questions about setting a lean vision

    What should a lean vision describe?

    The future state of the operation: how orders flow, how long problems take to surface and resolve, what a daily meeting looks like, what customers notice. Specific enough to picture, short enough to repeat.

    How is a vision different from a strategy?

    The vision is the destination; the strategy is the chosen route and the few objectives along it. Strategy deployment turns both into owned goals, projects and daily measures.

    How do leaders keep the vision alive?

    By repeating it in the same words in tier meetings and on gemba walks, by linking decisions and recognition back to it, and by making sure the measures on the boards are the ones the vision implies.

    How does setting the vision fit the wider framework?

    For effective vision-setting and communication we must ensure that all our systems are focused on alignment of everyone. Lean tools like standardised problem solving techniques, documentation, A3 Templates, and a Tiered Daily Management process that supports our PDCA cycles are key to ongoing success.

    If you're an organisation in need (or a consultant with clients in need) and you'd like to explore the strategic opportunities that digital-aids to Lean tools provide - contact us for a demonstration of the TeamAssurance platform today.

    About the author

    Matt Mafrici

    CEO and founder, TeamAssurance

    Operations and continuous improvement practitioner; builds daily management systems with manufacturers, miners, food and pharmaceutical producers in Australia and abroad.

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