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Developing Lean Leaders with TWI

John Berger

VP of Quality and PI

(2)
(3)

Overview

What is Fiserv?

What is TWI?

How to Implement?

(4)

About

Fiserv

• Fiserv provides financial services technology solutions to financial

institutions and businesses worldwide

• More than 16,000 clients trust Fiserv to help them achieve their goals for

growth and efficiency

• Financial institutions • Retail establishments

• Telecommunications and utility companies • Healthcare and insurance providers

• Payroll companies • Government

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About Fiserv

Output Solutions

Card Manufacturing & Personalization Prepaid Debit Credit Contactless EMV ID Cards Transaction Document

Printing & Mailing

Statements Checks/EOBs Business Documents Tax Forms Electronic Document Delivery eArchive eStatement ePresentment Marketing Solutions Acquisition, Activation & Retention Programs Campaign Strategy Commercial Print Database Analytics

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Fiserv Output Solutions –

National Presence

St. Paul, MN

Secure card Indianapolis, IN Secure card & print

Hartford, CT

Technology Center

Nashville, TN

Secure card manufacturing

Houston, TX

Headquarters Print & Card

Seattle, WA Print St. Louis, MO Marketing Solutions Austin, TX EDD Walnut, CA Print

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Fiserv Output Solutions –

Scale

During 2013…

• Mailed nearly 1 billion first class envelopes

• Manufactured, personalized and mailed over 250 million cards

• Mailed over 700 million printed statements

• Quality ratings nearly 100%

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Overview

What is Fiserv?

What is TWI?

How to Implement?

(9)

What is TWI?

Training Within Industry

• “To help industry to help itself to

get out more materials than have ever been thought possible, and at constantly accelerating speed.” •

Developed During WWII

• Trained “Rosie the Riveter” and

millions like her.

• Dropped in US after WWII when permanent workers returned to their jobs.

Used extensively by Toyota

• Seen as the Basis of Lean

• Standardization sustains process improvements

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1995: My First Exposure to TWI

The Source

• Chanhassen, Minnesota

• Highly-tenured workforce

• ISO:9001 certified facility

• No global exposure •

The Product

• High accuracy microprocessor-based pressure transmitter

• Over 30 operations • Ball bonding • TIG welding • Pressure test • Thermal cycle • Safety certification •

The Destination

• Singapore (12 time zones away)

• Newly-hired workforce

• Newly-constructed facility

• No product experience

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Technology Transfer Plan

Prepare: Stabilize the current processes

Rewrite procedures using What, How, Why

• Convert all equipment to 240V/50Hz

• Document all special fixtures

Train: Conduct training with TWI-JI

• Bring operators to MN (in January!)

Train operators on current production line

• Build buffer stock and pack equipment

Transfer: Move equipment 12,000 miles

• Fly back to Singapore (in March!)

• Assemble and certify equipment

Train operators how to improve processes

What? Why?

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Technology Transfer Results

Successful move

• All equipment survived shipping

• All equipment survived “smoke test” • All equipment certified to produce

Successful technology transfer

• All operators qualified to produce

• New operators trained to produce

• New engineers trained to support

Successful ongoing operation

• No unusual quality issues

• No emergency support calls

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Lessons Learned

Without good documentation, there is no way to

capture knowledge

of the best way to do a given task

Without good training, there is no way to

convey this

knowledge

to others performing the same task

Documentation and training are the foundation of a

successful operation and quality system

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Overview

What is Fiserv?

What is TWI?

How to Implement?

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FOS Goal:

Replace Typical Training with TWI

Current State:

Existing Associate  No organized retraining when processes change

TWI Program:

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Start with Documentation

via the Job Instruction Form

No. __________

JOB INSTRUCTION BREAKDOWN SHEET

Operation: ____________________________________________________ Parts: ________________________________________________________ Tools & Materials: ______________________________________________

REASONS KEY POINTS

IMPORTANT STEPS

Reasons for each key point Anything in a step that might—

1.Make or break the job 2.Injure the worker

3.Make the work easier to do, i.e. “knack,” “trick,” special timing, bit of special information

A logical segment of the operation when something happens to advance the work.

WHY

HOW

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Select and Develop Trainers

Within Operations

Training Manager

OJD Trainer OJD Trainer

OJD Trainer OJD Trainer

OJD Trainer OJD Trainer

OJD Trainer OJD Trainer

OJD Trainer OJD Trainer

OJD Trainers

• Posted positions

• Report to current Manager & dotted line to Training Manager •

Duties

• #1 Priority = Training

• #2 Priority = Regular work •

Training

• Classroom training in TWI-JI •

Success Metrics

• # of JIs documented

• # of people trained

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Conduct Training

on the Job Instruction Process

PREPARE THE

WORKER

PRESENT THE

OPERATION

TRY-OUT

PERFORMANCE

FOLLOW-UP

• Put the trainee at ease • State the job

• Find out what they know • Get them interested • Place them in position

• Trainer: Tell, show, and illustrate one Important Step at a time • Do it again stressing the Key Points

• Do it again stressing Reasons for key points

• Trainee: Do the job – correct errors

• Have them explain each Important Step as they do it

• Have them explain each Key Point as they do it • Repeat process until you’re sure they understand

• Put them on their own • Check on them frequently • Encourage questions

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Track Training

by Associate and Skill

Associate- Operation

Jim Ed Sue Bob Trung Omar

Print Emboss Insert Meter Ship Warehouse QA

Visible to Plant Floor

• Helps supervisor staff operations

• Immediate feedback to associates

• Source of associate pride •

Easy to Maintain

• Update records after training

• Trainer sign and date records •

Drives Cross-Training

• Encourages broad learning

• Allows more to be “trainers”

Adapts to Process Changes

• Tracks process revisions

• Requires associate retraining

Colors Indicate Training Status

Blue = Trainer for Operation

Green = Trained to Latest Revision Yellow = Trained to a Past Revision Red = Untrained to Operation

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Essential Commitment

by Operations

Your Commitment to Training:

Do not assign untrained resources to perform production tasks

• Provide people resources

• Provide time for trainers to train

• Continual support and enrichment of TWI Training Program

• Provide impactful feedback on TWI Program and training documents

• Encourage continuous improvements to:

• Procedures

• Performance

• Documentation

• Ensure that standard training procedures are followed as outlined – in all

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Roles and Responsibilities

VP – QPIT – John Berger  Communicate Program Goals and Guidelines

Evaluate and Improve Program

Communicate and Reward Success Metrics

Audit Program for Compliance

VP – OperationsSupport Program

Audit Program for Compliance

Approve Ideas for Implementation

Operations Directors

Managers, Supervisors, and Coordinators

Support Program Resources

Commit Resource Time to Program

Audit Program for Compliance

Approve Ideas for Implementation

Training Manager  Train Operations Trainers and provide Coaching Support/Enrichment

Creation of Standardized JI Documentation

Communicate Program Progress

Track Program Process

Audit Program for Compliance

Evaluate Program Resources

Capture Success Metrics

Evaluate Ideas Across Shifts and Functions

TrainerLearn to Train the JI Instruction Method

Train Associates

Serve as a Resource for JI Documentation Creation –How/Why

Audit Program for Compliance through Follow Up

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Results

Objective – Key Metrics • Productivity

• Faster learning basic processes

• Quicker to achieve standard

• Quality

• Fewer initial mistakes observed

• Greater awareness to Safety

• Turnover

• Temps are staying with us longer

• “Poor Training” not mentioned

Subjective – Culture Changes • Welcoming

• New hires appreciate training

• Positive, personal interaction

• Engaging

• New hires know what is expected

• All contribute to best practices

• Supporting

• Clear opportunities to develop

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Overview

What is Fiserv?

What is TWI?

How to Implement?

References

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