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Summit Agenda

The presentation team is made of up some of the most experienced KATA practitioners and coaches. Learn from them during breakout sessions, experientials and keynotes.  But, just as important, learn from them (and each other) over coffee, lunch, or in a hallway conversation.

To read session descriptions please click here.

MONDAY

13 March • Pre-Summit Workshop Day

Optional Add On Learnings

NOON - 4:00 PM

9:00AM - 3:30 PM

9:00AM - 3:30 PM

Building Equity and Engagement in your Organization-The Heart and Soul of Kata

Tracy Defoe + Deondra Wardelle

Tell Me More...

Are you frustrated by initiatives that don’t last or don’t resonate with employees?
Are you looking for meaningful ways to engage folx at all levels?
Do you aim to develop people while also improving operations? Register today for this half-day workshop and be inspired by real-life examples of how scientific thinking and a pattern of daily practice can build equitable and empowering relationships between managers and team members. Join us to explore the importance of connections, coaching and culture in daily routines. You will leave this session motivated to experiment with and explore practicing the Improvement Kata and Coaching Kata within your organization.

The Improvement + Coaching KATAs - A Practical Demonstration Involving You

Oscar Roche

Tell Me More...

Participants (introductory to intermediate level knowledge of Improvement + Coaching Kata), will be introduced to a ‘company’ that is challenged by the ‘customer’ to improve a process. After a brief introduction, each participant will be allocated a role within the ‘process’. The process will begin using this new ‘team’, each with their new found roles. This is no different to what happens in the real workplace. The “process” will run for a period of time, observations made, routines applied, and then re-run. This will continue for the day, Improvement Kata and Coaching Kata awareness building as we go.

How Each Participant Will Benefit:

Good habits need to be “started” somewhere. They start via actions that reveal a benefit. For the above to really occur and be sustained, improving needs to become habitual. Good habits are developed through introduction, then routine and practice. In this one day hands on workshop, participants will be introduced to, and practice, routines centered on: • 4 steps of the Improvement Kata, the last being the most “active”. • The Coaching Kata that will navigate you through the 4th step above.

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TWI + KATA workshop

Brandon Brown

Tell Me More...

SOLD OUT

TWI – Job Instruction is a great tool to take random work activities and create a standard set of work instructions when process variability is high. This workshop will explore the use of TWI Job Instruction as a countermeasure to the Kata Domino Challenge and how to use a “trial run/road testing” of the Job Instruction as an exploratory PDSA experiment to develop the standard methods for success with the Kata Domino Challenge. Once we have used the planning steps of the Improvement Kata and have a Challenge, Current Condition, Target Condition, and Obstacles, we will take time to examine the variation from team to team in their work methods. The class will complete PDSA steps toward the Target Condition by using TWI-JI to create the best method for stacking and division of labor.

4:00-5:00PM

KATA Coaching DOJO

Join Tilo Schwarz!  Participants must be familiar with Toyota Kata and have personal coaching experience using the Coaching Kata. Learn more here!

5:15-6:30 PM

Kata Geek Meetup! The OG + one of our favorite traditions!

A fun warm up for the summit!  In the spirit of sharing, networking and growing community – join us for multiple 5-minute mini presentations complimented with group discussion. 

TUESDAY

14 March • Summit Day 1

8:00 - 9:00AM

REGISTRATION + BREAKFAST

9:00 - 9:15 AM

Summit Kick-Off with Hosts Beth Carrington + Sylvain Landry

9:15 - 10:25 AM​

20 min panel Q & A • Deondra + Sam

Now that your wheels are turning... let's chat!

10:25 - 10:55 AM

Networking Break

10:55 - 12:10 AM​

lcstilo

Coach or Tell - Engaging your team for amazing results • Tilo Schwarz

Thought-Leader

Julie Savage-Fournier

"Free Range" Coaching • Julie Savage-Fournier

Thought-Leader • CEO + Founder, JSF Optimisation Inc.

20 min panel Q & A • Tilo + Julie

Now that your wheels are turning... let's chat!

12:10 - 1:30 PM

LUNCH

1:35 - 3:10 PM

brandonb

The Importance of a Challenge “Condition” • Brandon Brown

Thought-Leader

Michael Gallagher

Kata Practice in Finance at GE • Michael Gallagher

Executive Lean Leader-Finance • G.E.

20 min panel Q & A • Brandon + Michael + Oscar

Now that your wheels are turning... let's chat!

3:10 - 3:30 PM

Networking Break

3:30-4:05 PM

Community Updates

What's everyone been up to this past year? In a series of short 5 minute presentations we'll find out!

4:10 - 4:30 PM

WEDNESDAY

15 March • Summit Day 2

8:00 - 8:30 AM

BREAKFAST

8:30 - 9:20 AM

Track 1 • KATA

Dirk Van Rossum

Practitioner Breakout • Navigating towards Kata Deployment for Newbies

Dirk Van Rossum • Helena Industries

Track 2 • TWI + KATA

Wayne meyer

Practitioner Breakout • Connecting Purpose + Toyota Kata

Wayne Meyer • Teijin Automotive

9:20 - 9:35 AM

Networking Break

9:35 - 10:25 AM

Track 1 • KATA

Chandra Boersma

Practitioner Breakout • Kata-ing My Coaching: A First Time Coach’s Experience

Chandra Boersma • Statistics Canada

Track 2 • TWI + KATA

Warren Peters

Practitioner Breakout • TWI + Kata, The Brunswick Way

Warren Peters + Steven Craig • Brunswick Steel

10:25 - 10:40 AM

Networking Break

10:40 - 11:30 PM

Track 1 • KATA

Pat Geary

Practitioner Breakout • Kata as the driver to develop the “Story Way”

Pat Geary + Mike Casten • Story Construction

Track 2 • TWI + KATA

Lou Flaspohler

Practitioner Breakout • Navigating Life to the Fullest Problem Solving Fueling Life’s Journey

Dr. Lou Flaspohler • The Christ Hospital

11:30 - 12:30 PM

LUNCH

12:30 - 1:20 PM

Track 1 • KATA

Brittani Chambers

Practitioner Breakout • Our Journey To & Through Kata

Brittani Chambers • General Dynamics Land Systems

Track 2 • TWI + KATA

Raaghavan

Practitioner Breakout • Surging Ahead by Embracing Commonality

Raaghavan Venkatram • Norton McMurray Manufacturing

1:20 - 1:30 PM

Transition Break

DEEP DIVES ... You Choose 1

1:30 - 3:30 PM

Option 1

Beth Carrington

KATA • Advance Groups: Learning how to Shepherd Kata Practice throughout an Organization

Beth Carrington facilitates this deep dive into the critical role an Advance Group can have in imbedding scientific thinking and the skill to teach it to others within an organization. Beth will share strategies to building and coaching Advance Groups based on lessons learned and practiced across a wide range of very large to very small organizations. Organizations in diverse industries: manufacturing, healthcare, pharmaceutical, education, banking, insurance, data storage and the list goes on.
Discuss how Advance Groups learn shepherd kata practice throughout their organizations through various phases, focusing on different aspects of their kata practitioners as their skill develops.
We’ll talk about an Advance Group’s gemba, their Learner’s Storyboards, and how their processes are coaching cycles, 2nd coach sessions and Learner’s PDCA’s. Advance Group members, and specifically the Advance Group learner needs to go to their gemba and take PDCA’s based on what they learn.
Active Advance Groups will assure “timing of practice” and “quality of practice” produces effective coaches for advancing scientific thinking deeper and wider in their organization. Active Advance Groups will assure “timing of practice” and “quality of practice” produces effective coaches for advancing scientific deeper and wider in their organization.

Option 2

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TWI + KATA

Mark Rosenthal

3:30 - 3:40 PM

Transition Break

3:40 - 4:00 PM

Closing Keynote • What Culture Do You Want?

Mark Rosenthal • Thought-Leader

4:00 - 4:15 PM

Summit Wrap Up

Summit Closing • Jim Huntzinger + Beth Carrington + Sylvain Landry

OPTIONAL​

10-Hour “J” Trainings

WED | THURS | FRI

Job Instruction

SOLD OUT

WEDNESDAY

5:00-7:00PM

JI Session 1

THURSDAY

10:00-12:00PM

JI Session 2

1:30-3:30PM

JI Session 3

FRIDAY

8:00-10:00AM

JI Session 4

11:00-1:00PM

JI Session 5

WED | THURS | FRI

Job Relations

WEDNESDAY

5:00-7:00PM

JR Session 1

THURSDAY

10:00-12:00PM

JR Session 2

1:30-3:30PM

JR Session 3

FRIDAY

8:00-10:00AM

JR Session 4

11:00-1:00PM

JR Session 5

WED | THURS | FRI

KATA Training

SOLD OUT

WEDNESDAY

5:00-7:00PM

Session 1

THURSDAY

10:00-12:00PM

Session 2

1:30-3:30PM

Session 3

FRIDAY

8:00-10:00AM

Session 4

11:00-1:00PM

Session 5

Deondra Wardelle

O2TN1 Consulting

About the Facilitator

A visionary leader, entrepreneur, coach and speaker, Deondra R. Wardelle specializes in empowering individuals and corporate groups through strategic visioning to achieve goals and sustain transformative change. Deondra launched On To the Next One Consulting, LLC, to serve as a strategic partner, cultural change agent and operational expert for clients. She works alongside business partners to assess, prioritize and address operational challenges.

Her services range from facilitating strategy and alignment workshops to coaching leaders on diversity, equity and inclusion principles; educating teams on the tenets of Lean and the Toyota Way; and creating affinity and employee resource groups – all designed to help partners meet short and long-term business goals. Deondra’s vision is to help organizations, groups and individuals overcome obstacles and achieve their grandest visions and dreams – one step at a time. This includes her current passion project the #RootCauseRacism movement, a global initiative to end systemic racism and advance social justice through the practice and application of continuous improvement methodologies.

Website:  www.deondrawardelle.com

Sam Morgan

Founder, Illuminate Coaching & Consulting

About the Facilitator

Sam is a self-titled “confident learner” and last year after 5 years of work in the continuous improvement space he landed at KataCon.  There he had powerful moment where he realized where his true passion lies, transforming people through coaching. 

Ever since then he has been on a mission to help his clients illuminate who they really, what they were created to do and give them confidence to live it out…through the powerful practice of daily coaching.  Sam helps change the lives of his clients through the process of uncovering their PURPOSE, helping them understand the PATTERN of the Improvement Kata, tied together through the PRACTICE of daily coaching cycles.

Sam takes joy in seeing his clients move from fearful to fearless.  And resonates deeply with the quote from Henry David Thoreau “Go confidently in the direction of your dreams.”

Julie Savage-Fournier

CEO + Founder, JSF Optimisation Inc.

About the Facilitator

Julie is an industrial engineer with a master ’s degree in health systems engineering from Polytechnique Montréal. She has developed a comprehensive vision of healthcare organization through her roles as process improvement practitioner, strategic advisor, and manager. Having participated in several changes — both technological and structural — in the organization of care and services, she has acquired a deep knowledge of the challenges of this complex ecosystem.

To manage complex and volatile situations, she experimented the benefits of Toyota Kata, non-violent communication, and positive psychology. The more we know about systems, the more we realize the human factors are at the core of their design and their successes.

Oscar Roche

TWI Institute Australia and NZ

About the Facilitator

Oscar Roche works closely with clients to realize organizational change, develop people capability and meet business improvement goals. He believes the long-term success of any business lies in the development of it’s people.

This belief, combined with extensive operations management experience, helps him add value to every organization he works with. Oscar holds a Bachelor of Applied Sciences. His diverse sector expertise includes training, logistics, FMCG, chemicals, beverages and food. Having run his own business and worked in various manufacturing roles for many years, he keenly appreciates the competing pressures modern firms face.

Warren Peters + Steven Craig

Brunswick Steel, Business Excellence Manager + Training Coordinator

About the Facilitator

Warren has spent the last year with Brunswick Steel as the Business Excellence Manager playing a key role within a team that is developing a one-piece flow mentality in a Steel Processing Plant. Before Brunswick, Warren spent 5.5 years at Canadian Manufacturers & Exporters as a lean facilitator working with organizations on lean assessments, strategy deployment, frontline leader development, cultural change, and process improvement projects. Before CME, Warren had a 20-year career in the manufacturing sector where he steadily assumed more senior roles, including operational responsibility for multiple plants across Canada. His experience from the shop floor to the boardroom provides him with a valuable perspective from which to provide guidance, coaching, facilitation, and training services.

_______

Steven has been with Brunswick steel for the past 16 years & has had the opportunity to work in a variety of areas such as saw, brake press, laser, overhead crane, and forklift operations. He also spent a few years scheduling the plant before transitioning into the role of Training Coordinator. Because of his passion for training and Brunswick seeing the need for proper training, Steven went through the TWI JI training which has now given him the proper tools required to train people correctly, safely & conscientiously. Stevens also an integral part to Brunswick steels Safety program as he has been a co-chair on the committee for the past few years.

Brittani Chambers

General Dynamics Land Systems

About the Facilitator

Currently Brittani Chambers: 

  • Leads and facilitates cross functional teams for Leadership Development and Organizational Culture Improvements within General Dynamics Land Systems.
  • Leads the Technology, Innovation and Engineering (TIE) Talks. These share best practices, breakthroughs and company successes throughout the global General Dynamics community.
  • Awarded the 2021 Black Engineer of the Year (BEYA) Modern-Day Technology Leader Award

With a background in Education:

  • Brittani spent 8 years teaching 6th graders not only the required curriculum driven knowledge, but worked to instill her love of learning and pushing beyond what others consider to be possible.
  • Brittani believes that learning and growing are continuous. She is excited, determined and passionate about developing innovative solutions with the next generation of leaders.

Outside of work Brittani enjoys singing, volunteering, painting, and traveling with her husband Charles and young son Cameron. You can often find her on stage or surrounded with children learning and discovering something new.

Mark Rosenthal

Novayama LLC

About the Facilitator

A results driven lean director and manager with over twenty years experience implementing lean manufacturing and continuous improvement. Deep understanding of the Toyota Production System with proven ability see any organization’s potential, cut to the core issues, gain “buy-in” and get things moving by engaging the entire team to develop solutions to impact the bottom line. An effective change agent who facilitates the process of discovery.

Specialties: Lean Manufacturing implementation in brown field or green field operations.

Operations Excellence · Leadership Team Training and Development · Study Missions · Strategy Development · Value Stream Mapping · Taming ERP / MRP Systems · Supplier and Supply Chain Development · 3P · Kaizen · Heijunka · Kanban · Work Cells · A3 Problem Solving

Always seeing the possibilities.