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Lean Coaching Summit
Session Abstracts

Curious to learn more about the sessions offered…this is the place!

MONDAY

17 July

Pre-Summit Workshop Day • Optional Add On Learnings

Thank you for exploring the workshop offerings. Participating in a workshop will heighten your learning as well as strengthen your capabilities.
Should you choose to register for one, please note, you may change your workshop selection up to 30 days prior to the summit start date. After that, out of courtesy to the planning efforts of the facilitators, changes will be politely declined.

8:00AM - NOON

NOON - 4:00 PM

8:00AM - 4:00PM

Half day workshop • Finding Flow in Coaching Work

Dan Prock

Tell Me More...

The session will briefly review the current best practices of coaching: Expert for correction’ Teaching one on one; Freestyle PDCA; Kata; and the Sensei’s experiential gemba approach. The first fourcoaching approaches will be briefly discussed with an example. The Sensei Way contains five keys: Kaizen mind; lean thinking; lean coaching; change leadership and the sensei way. Each step will be illustrated: kaizen mind through a 5S of participants’ wallet or briefcase; lean thinking illustrated via a VSM of one’s finances through the wallet; lean coaching through a kata exercise; change leadership through a flow exercise considering a work or home problem The steps of the “presence kata” will show participants how to make being mindful and present a skill, one that can be called upon during lean coaching.

Half day workshop Title Pending

Facilitator Pending

Tell Me More...

Abstract Pending

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FULL day workshop Title Pending

Mark Rosenthal

Tell Me More...

A common challenge faced by coaches is maintaining the motivation of the learner to enthusiastically continue the process. We will challenge the coach to understand coaching with the intent of building, rather than diminishing, the motivation of the learner by building on understanding of the fundamental psychological needs inherent in all people.
We will also explore common failure modes as to how teachers and coaches lose the interest of students over time, discuss countermeasures to these obstacles, and practice proven engagement techniques. In other words, we will explore our Anti-target: how to ensure your learner quits and explore your organization’s current practice through this lens. Ultimately we want to understand what makes the learner quit, and seek to do the opposite.

FULL day workshop Title Pending

Cheryl Jekiel

Tell Me More...

Abstract Pending

TUESDAY

18 July • Summit Day 1

AO Smith

To grow as a coach, you need a team of support: A. O. Smith’s lessons learned 5 years in.

Dan Royston (Director of Operations), Cindy Hinds (Global Director, Enterprise Excellence),

A.O. Smith has been on this version of their lean journey for the last 5 years and the approach has been like no other. Starting with developing leader volition to the AOSos Philosophy, linking it to personal and company values, and then practicing the desired leader behaviors, it has become a very personal journey for every leader in the organization.

This session will provide a brief background of the company and its approach to implementing their operating system along with a more personal and in-depth sharing of experiences from 3 key leaders of A. O. Smith’s North America Water Heating Business Unit.  There will be an open Q&A after the presentations.

Breakout Session Pod A - You choose 1

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Crystal Davis • Building Your Leadership Coaching Skills

CEO, The Lean Coach Inc

During this session, participants will:


• learn a three-step process for building authentic relationships
• gain a sense of how team members are doing and information
to guide coaching conversations
• learn to access the competence level of employee for handling
different situations and tasks in order to coach more effectively

M Saleh with Hat

Dr. Mohamed Saleh • Making Leader Standard Work - WORK!

Founder + CEO, Vizibility LLC

Many organizations struggle to sustain the gains of their Lean efforts. Leader Standard work is the glue that holds a transformation together, but a real challenge to implement successfully. As something so vital to success, it is imperative to build this discipline despite the many challenges organizations often face when trying to adhere to it. Outlined, in this session are ways leaders have overcome organizational and logistical challenges surrounding their Leader Standard Work and the benefits that have followed from a reduction in burnout and turnover to development and succession planning.

In this session, we will reflect and explore interactive ways to coach and advance leadership commitment and higher levels of participation in different aspects of Leader Standard Work throughout the Lean Journey. We will also share how other leaders have been successful in implementing and adhering to Leader Standard Work and the effective impact Gemba Walks, Standard Work observations, rounding, and Kata coaching have on sustaining the gains. This will enable senior leaders and Lean practitioners to advance and sustain Lean transformational gains as well as provide key takeaways that can be immediately applied.

Kelly Mallery

Kelly Mallery • Developing Your People as Coaches Using KATA

Business Leader, GE Aerospace

Walk through how to develop and execute a plan to develop people as coaches using the Improvement and Coaching Kata and how to embed the thinking into your business systems.

I would not plan to cover the basics of the IK and CK but instead would dive into developing a plan to use this method as a way to teach your people to first experience the thinking and then develop the skills to coach it and how it applies to all business practices. I am doing this with my team now so I will bring some lessons learned as well!

Breakout Session Pod B - You choose 1

Mike Martyn

Mike Martyn • Management for Omotenashi - Coaching for Exceptional Experiences

Founder + President at SISU Consulting Group

In my new book, Management for Omotenashi: Learning to Lead for Passion, Purpose and Performance. I introduce a leadership model that creates an environment where the leader and team members work together to create an omotenashi culture, and where both internal and external customers are treated
to an exceptional experience. In an omotenashi culture, team members have the opportunity to find a deeper meaning in their work and the joy of expressing
themselves through continuous improvement and personal growth. Leaders create a “heartwarming experience” for each person in the organization, born
out of the design of a management system focused on people and powered by autonomy, co-creation and daily innovation. That is our purpose and our
challenge as leaders.

Anne Frewin

Anne Frewin • Coaching Leaders to New Behaviors

Sr. Continuous Improvement Manager, Archer Daniels Midland

ADM is a food sourcing Fortune 50 company with $80 billion in revenue and 40,000 global employees. We are just a few years into our Continuous Improvement (CI) Journey. Coaching is a significant part of that journey and we have had the opportunity to coach Senior Executives, as well as other leaders, on CI skills. We have witnessed those executives, their VPs, their Directors, Mangers etc exhibiting new daily problem solving behaviors as a result. We have also seen as increased in substantial executive-level demand for our CI services as well as improvements in Safety, Quality, Delivery, Financial and People metrics. In this breakout session, we will share some of our learnings from how we engaged the leaders and coached them in their CI development.

Dan Prock

Dan Prock Ph.D. • The 10 Minute Lean Coach

President, The Sensei Way

Important people have little time and patience. In business coaches need to have an elevator speech that will orient and win over an executive, a sponsor, or and influential employee in 10 minutes. This session will use one graphic and four questions to illustrate the essence of lean and the mindset it takes to lead and coach it.

Breakout Session Pod C - You choose 1

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Presenter Pending • Title Pending

Abstract Pending

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Stefan Martiyan • Lean into Wellness

Office of Continuous Improvement Director + EPA Program Management Improvement Officer, EPA

Session attendees will learn how to apply Lean and continuous improvement tools and techniques to help improve their wellness as well as the wellness of the teams they lead.
The session will walk through ways to more effectively maintain and improve wellness by diving into the six steps to improve wellness as follows:
1. Define what wellness means to you;
2. Determine how to measure your wellness;
3. Set performance targets for your wellness goals;
4. Routinely monitor actual performance in comparison to your wellness goals;
5. Celebrate when wellness targets are met and when goals are achieved; and
6. Take action when wellness targets are missed. At the conclusion of the session, attendees with be equipped with tools and knowledge to take back and apply at work and at home right away!

Katie Labedz

Katie Labedz • Great Coaches, Great Leaders

President, Learning to Lean

Most of us have heard the adage, "Everyone is a leader," but it takes a little extra to become a GREAT leader and a GREAT coach. Change the game for your team and your organization by learning the characteristics of a great leader and coach. We will also explore emotional intelligence in the workplace, differences in learning styles, ways to motivate and promote key values. Prepare for the future by developing leadership and coaching skills.

WEDNESDAY

19 July • Summit Day 2

McKee-Foods-logo

Title Pending

Presenters Pending

Abstract Pending

Breakout Session Pod A, B + C Please Refer to Day 1 for details.

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Phone: (765) 425-1475

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About the Keynote

Change is hard. But you won’t create a joyful workplace by leading the way you’ve always led. In this talk, Rich explores his own journey to joy, focusing on how he had to learn to lead in a completely different way and, by doing so, witnessed results that exceeded his wildest expectations.

About this Session

Participants will identify opportunities for coaching that might normally go unnoticed. Focusing on respect for people, this session reveals how tending to what people need to perform well provides a basis for developing a coaching style of leadership.

In addition to the traditional Lean applications, the session focuses on being aware of how leaders are interacting with their teams on a continual basis.  The session is based upon lean being both a mindset and a way to work.  Therefore, the coaching style of leadership also needs to be both a mindset and a way to work.  Not only is daily coaching an approach for leaders, but also amongst peers as members of a team.

Participants will first identify opportunities for coaching team members and then practice types of questions that are helpful to addressing these coaching challenges

About this Session

After introducing Lean to 4 organizations, Patrick combined the healing mission of organizations he led with implementing Lean to develop a unique theory of addressing the psychology of lean during implementation. This systems approach is partially based on a Restoration to Health hypothesis Patrick envisioned for addressing Childhood Acquired Trauma. Initially designed to implement lean management and addressing behavioral issues in tribal health systems, he saw a direct application for guiding an organization through the difficulties of lean change management. As CEO for an anti-poverty organization in Alaska, he used this systems approach to achieve a startling transformation in less than 3 years

Tracy O;Rourke

Tracy O'Rourke

Co-author “The Problem-Solver’s Toolkit”; Co-Founder of the Just-in-Time Cafe, SoCalLeanNetwork Chair, AME West Region Board Member, UC San Diego Green Belt Instructor and process improvement ZEALOT!

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About the Facilitator

WHY I DO WHAT I DO

Two things about my work intrigue me. I love helping clients solve their culture puzzle. What is working well? What is not? What norms hold the current culture in place? How can we understand the root causes behind why the culture is the way it is? Then we work to build and create an intentional culture. When I work with individual problem solvers’, I love the A-HA moment when they realize that this stuff works! They get solid results and then they want to apply the concepts even more. I’m fascinated by what people accomplish using the improvement methods I teach.

  • I enjoy spending time with husband of 25 years and my two boys…being involved in their lives and watching them grow up.
  • I like to stay active with biking, hiking, and Pickleball. I enjoy traveling and seeing new places, especially visiting our country’s National Parks.