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A Study of a Successful Lean Management System [Webinar on Demand]

Posted by Becca Millard

May 12, 2016 11:20:45 AM

Lombard_Webinar.pngMichael Lombard, MBA, PMP is an accomplished leader in Lean Healthcare, currently serving as the Senior Director of Operational Excellence at Cornerstone Healthcare Group in Dallas, TX. He has been an awesome KaiNexus customer at two different organizations over the last couple of years.

Michael recently hosted a webinar, along with our VP of Improvement and Innovation Services, Mark Graban, about his experiences with hosting a Lean management system in KaiNexus.

Watch Now


Here are some highlights:

Focusing on Ideal Behaviors Leads to Long Term Results

Cornerstone had the ingenious idea to focus their whole lean culture around ideal behaviors. They found that if you can promote the ideal behaviors for staff and leaders, you are able to uphold the business principles that you think will produce the long term, sustainable results for your organization.


Behavior-Based, Rather than Tool-Based, Lean

If you base your improvement culture around Lean tools, and you always stick with tools, your results will be unsustainable. Cornerstone believes that by focusing on ideal behaviors and developing good improvement and leadership habits, you will better achieve a Lean culture with a lasting impact.

For many organization, though, it is confusing to switch from tool-focused to behavior-focused Lean because it’s hard to know which behaviors you should be developing.

In this webinar, Michael talks about how Cornerstone bases their ideal behaviors on those outlined in the Shingo Model.


It’s critical to align all of your improvement work in order to reach your strategic Lean goals. Cornerstone has worked to develop these habits in order to make sure that everyone understands what their strategic goals are and is working to achieve them:

  - Catchball
  - Gemba Walks
  - Huddling


There’s a human reflex for recognizing patterns, even when there’s not really a pattern there; you’ve seen this with optical illusions. But you can’t jump to conclusions when you’re doing improvement work - you need to be methodical and work to understand a situation, why it’s happening, and what you can do to improve the process.

To hone this behavior, Cornerstone encourages:

  - Gemba Walks
  - Root Cause Analysis
  - Requiring and Examining Data


Everyone at your organization has the capacity to improve their own work. Cornerstone enables this behavior using a combination of:

  - Gemba Walks
  - Coaching
  - Huddling
  - Idea Capture

Developing Habits

It’s pretty easy to come up with a list of behaviors that will help your organization achieve its goals. It’s even pretty easy to write up a schedule for which each of those behaviors will be done - the CEO will go to Gemba every Wednesday, each team will huddle every Monday morning. You might even develop a habit, and that’s great!

But what’s keeping those behaviors from just becoming a perfunctory “We did it, now we’re done” measure? It’s vital that each of them is treated with the same enthusiasm and interest each time they’re done and that they don’t just become another item on a checklist you need to breeze through.


Using KaiNexus as a Lean Tool

KaiNexus gives Cornerstone a platform of tools to help them align daily improvement with strategic initiatives, improve all processes every day, and enable everyone to participate.

  • Defining True North Objectives, and Staying on Track

    Using KaiNexus encouraged Cornerstone to define their True North priorities by making them confront their enormous list of goals and narrow them down to a manageable number.

    Now, everyone who submits a project at Cornerstone is encouraged to align it with a True North measure. About 75% of Cornerstone's current improvement projects align with True North priorities.

  • Align via Huddle Boards

    KaiNexus has easy-to-create Huddle Board tools which allow people from dispersed  locations to see what’s on each board at any time, from anywhere. Michael goes into great detail about how and why Cornerstone has set up their Huddle Boards in KaiNexus in the webinar, but here’s the gist of it:

    Typically each Board has four lanes, and each lane has three card - two run charts and one project list. The leftmost cards display a metric that ties in with a True North metric. Leaders then use the second cards to see if, through the Catchball method, they can identify a metric that drives the corresponding True North metric.

    Using this method, leaders complete a few Catchball cycles to find out what their first metric is going to be, then do a few more and find out what their second metric should be, and then do a few more and determine what projects they could do that would impact those metrics.

    The simple act of creating their Huddle Boards in KaiNexus promoted the Catchball behavior.

    (I know, that’s a lot. Watch the webinar and see the boards in action to better understand how this works, and learn more about improvement boards in KaiNexus here.)

  • Data and Run Charts

    KaiNexus’ charts give everyone a clear understanding of data so that you can promote established target conditions and data trending. These charts can be updated from any screen and displayed on any board and alongside any improvement or project. Learn more about charts and data here.

  • Access to Information

    With KaiNexus’ list function, you get access to a lot of information - the title, status, start date, and end date - and that gives you just-in-time reporting and the click of a button. That makes it unnecessary for people in the field to do manual reports, duplicate reports, or to hold meetings to review or clarify those reports.

    By building in quality information at the source, rather than trying to report it in on the back end, hospitals leaders have more time free for their work while corporate leaders have the information they need. Learn more here.


This isn’t meant to be a conclusive guide to hosting a Lean management system in KaiNexus, merely to give you some ideas from which to draw inspiration. As Michael himself says, “Practice does not make perfect, contrary to popular opinion. I’ve done probably 1,000 coaching cycles now, over the last three years...Every time I do another repetition, I find something I could have done better coach and as an OpEx practitioner and as a Lean practitioner.”

For more information, watch the webinar now!

Topics: Lean, Customer Testimonials

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