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Lean Training: How Software Impacts Projects

I sat down with Lean consultant Hal Macomber and Touchplan’s Vice President of Professional Services, Mike Sullivan, to get their thoughts on what changes for construction project teams when they implement project planning software like Touchplan. Their conversation has been condensed and slightly edited.

Continue reading “Lean Training: How Software Impacts Projects”

LPS® Is a Kaizen Method—Here’s Why That Matters

I sat down with Michael Carr, President of Touchplan, to discuss with Lean consultant Hal Macomber how to get more out of the Last Planner® System by viewing it as a Kaizen method. Our conversation has been condensed and slightly edited.

Katherine Van Adzin: Could you start by defining Kaizen?

Hal Macomber: Kaizen is generally referred to as just continuous improvement. The term means “Kai, change—Zen, better,” so that’s the term that is generally used, although it’s misused. The Japanese have two words for improving. One is Kaizen, the other is Kairyo. And Kairyo loosely translates as, “change something.” How are Kaizen and Kairyo different? Zen is used to describe people, and how people are. Kaizen is a change for the better in oneself. The way it’s practiced is through making improvements to something, but the attention of Kaizen is on oneself.

Very few people ever make the distinction that I’m making, they miss it altogether. They think that Kaizen is waste elimination, and that’s the fundamental way people talk about it. Particularly in manufacturing situations, but also in healthcare situations, they focus their efforts on the artifacts, or the process steps without any reflection on oneself.

When Kaizen is well practiced, when improvement shows up as Kaizen it includes reflection, and in reflection we learn. The term for that is Hansei (“hahn-say”). When you do Kaizen, you must have reflection. It’s a matter of, “I had a problem, I made a change, it got a little bit better,” and “How was I impacted by that? What did I learn from that?”

KV: How did you begin to view the Last Planner System® as a Kaizen method?

HM: The concept of the Last Planner System® as a Kaizen method first came to me five or six years ago when I was introduced to the Kanban Method. Kanban is a simple visual way of displaying work and what state in the process the work is. It’s done at a personal level and it’s done on a team, but people have mistaken just visually displaying work as Kanban. Kanban’s a visual improvement method for the planning and delivery of work.

Now, it’s generally not seen as a method that has its attention on the person. It’s got its attention on the process, but that too is a mistake because in the Kanban space in general there are three major reasons why people are doing Kanban. One is to take better care of the clients. Another is to take better care of the company. The third, which is usually expressed as the first reason, is to take better care of oneself and each other, including learning.

We can use the Last Planner System® as an improvement method. Many teams are doing that, but it’s more like improving things, improving the way we plan and promise work, or improving the way we hang wallboard. All of that’s possible when using the Last Planner System®, but to make it a Kaizen method what would we be doing? What’s the fundamental change that would be a change for the better of the people, or for the people that are participating in the system?

Michael, what’s your take so far on what I’ve said?

Michael Carr: When we first started modeling the Last Planner System® in the computer we had a debate internally that didn’t last too long. The debate had to do with the role of the computer. One premise was, “Well, a computer can actually optimize. It could find the more optimal solution, the better solution and share that.” On the flip side, we had people who interpreted the Last Planner System® as a system that self-improves, so that as you use it you start homing in on the optimal solution by virtue of the fact that you’re following this process.

Ultimately, we abandoned the idea of having the computer do a calculation to tell you how good of a Last Planner® schedule or plan you’d come up with, and instead focused on having the computer just enable the collaboration, the dialogue, and eliminate some of the grunt work associated with the Last Planner System® just to make it easier to do the process because the process in and of itself led to incremental improvements. The team learns how to work together, and the byproduct of that is they actually get the result as opposed to having a computer tell them what to do.

HM: I’m sure you’ve seen graphs where they compare where an organization’s performance is that tries to make long step function change versus everyday continuous improvement. The suggestion is always that the organization’s performance is better if you do a little bit better every single day.

That gets you ahead, but it doesn’t preclude step function change along the way. The idea of making everyday change, like everybody making everyday, small change is like taking a shot on goal. It’s not a big deal. Take another shot in hockey, take a shot on the goal. And whether or not you get the goal, the more shots you take the better you get at taking shots, and the more likely you’re going to get the goal.

That’s the analogy, but we’re leaving out the person. The whole conversation leaves out the person making the change. “What’s going on for that person?”

MC: Right.

HM: Now, for example, take the Toyota company. They say their purpose for being is not to make better transportation systems for people. Their purpose for being is to develop human potential.

This purpose goes unnoticed or is ignored. On any given day if you are looking on LinkedIn and you’re following the keyword “Lean,” you’re going to get all kinds of stuff about what people say Lean is and what it’s doing, and for the most part there’s no conversation about what’s happening to people. If there is, it’s purely incidental.

Jumping off from there, how is it that the Last Planner System® could be a Kaizen method? When Glenn Ballard and Greg Howell developed the Last Planner System® from the earliest days they had feedback loops, multiple feedback loops in the system. The current depiction goes from master scheduling to phase scheduling, to make ready planning, weekly work planning (the act of promising), and then daily commitment management. That’s the current way it’s described. There’s a result from each step in the process.

“Oh. I did something. This is what happened. How do I make it better?” In the act of making it better we get more competent at whatever that step in the process was.

We’re designing a Lean production system through pull planning. What’s the measure of a Lean production system? Work flows uninterrupted, or in other words, value is accumulated uninterrupted for a flow unit of whatever it is we’re doing.

MC: Right.

HM: The process, the kind of best practice today for designing for uninterrupted flow is called Takt time planning. You pull your project and then you Takt time plan it through the steps of the process. Most people stop pull planning once they’ve done a good job of sequencing work for the benefit of their customers and they think that’s done. It’s certainly much better than what we were doing before, but it doesn’t give you flow. These feedback loops for many project situations are poorly executed, or not executed.

MC: Yeah. I think that a lot of thought went into the Last Planner System® and it’s clear that the process is designed to—if you follow it—lead to a whole bunch of personal improvement. You’re better at planning, you’re better at identifying problems early and clearing things up. You’re better at sharing bad news early, you’re better at thinking together as a group and coming up with a novel solution. You’re better at really understanding how what you do impacts other folks.

There’s a lot there, but you’re absolutely right. When it comes to metrics that are being measured or captured very few are out there that people know about. An improvement would be to find a way to put more of that in people’s hands because what you measure, you improve on. It’s just natural.

And the Last Planner System® didn’t start out looking like it is today. They kept adding things to deal with the conditions or situations that they saw, and it resulted in this system that really does work if you follow it, but very few people follow it.

It might be useful just to say, “At the end of a well-run Last Planner® initiative within an organization or a team, here are the things that you should see on your projects. Here are characteristics that you should see for PPC and flow, etc. so they would continue to refine it. And throughout the process, awareness of the overall objective of improvement helps motivate people.

HM: Understanding the fit-for-purpose measurements is key to having a system that can, with the performance of the team, improve over time. We have to be putting those metrics in front of the people so that they can learn, improve and adjust their actions.

You have no chance of maintaining flow if you’re not doing end-of-day commitment management meetings. You must course correct every day with everybody. You can have all of the correct measurements—not that most people do—but you can have all the correct measurements and practices in place that will result in improved flow and shorter projects, but what about the people? How do we make this a set of a practices that enables people to become more competent builders?

MC: Yeah.

HM: One of the big opportunities that the Last Planner System® can pursue is that everyone is becoming better builders, and they’re becoming better planners. We put them in situations where the framer treats the plumber as his customer, and the plumber treats the electrician as his customer, and then the electrician treats the framer as his customer when the framer puts all the blocking in the wall.

This performer-customer relationship is fundamentally changing the social dynamics on the project. You can manifest it on a project, which we set out to do every single time on my Last Planner System® implementations. When you do that you learn so much more about what’s going on, and you learn directly from your customer. That feedback directly from your customer is an opportunity for each performing unit to grow.

Now, it’s not the only opportunity. Actually getting trades to practice Kaizen on their work for the sake of becoming better tradespeople and delivering better quality is very useful, but that’s not what we’re talking about here. We’re talking today about, “How can the Last Planner System® be embraced as a Kaizen method?”

Let’s just talk about what’s critical if you want the Last Planner System® to function as a Kaizen method.

Number one, you have to have timely availability of data to drive decisions, and drive improvement, which drives learning. With Touchplan you have timely availability of the data and what was done today, and immediately you can find out how you’re doing. It’s more important on the bigger projects than the small projects because if you have manual reporting of what’s going on it could be a couple days before anybody could see across the project what’s happening. Even walking the floor doesn’t help you see what’s happening. You could be out there all day long and you’re not understanding how things are changing on you. It starts with measuring the right things and making sure you have measurements on anything that you want to improve, and that you have a way of making that data available in a timely way.

We’re also redefining the working relationships here. You don’t work for the superintendent, you work for each other. The next person in line is your customer, and perhaps two or three people later on in line are still your customers. Daily commitment management meetings at the end of the day or stand-ups that only last a few minutes are critical. You get to hear directly from the person you’re handing off that space to.

What else is necessary? One of the things that’s very helpful is to have people tell you what they’re interested in learning. It’s kind of a silly or obvious thing to say, but we don’t know. Foremen sometimes don’t know what their people need to learn because they have them doing the same thing every day. The better teams are talking to each other about what they’re trying to learn.

We have to be clear that we made an improvement, and that we’ve learned from the improvement, and without reflection that doesn’t happen. At any meeting that happens that takes thirty minutes or longer—it’s kind of the rule of thumb to do a plus delta—ask “What produced value? What should be changed to produce more value? What are individuals learning? What are you learning while you’re doing your work? What are you learning while you’re doing your planning? What are you doing while you’re doing promising?”

We’re not putting enough reflection on purpose and by design into our process. Building recurrent reflection for learning into our process is critical.

MC: I would add that there are obvious things that you would expect people to learn when they do their reflection. Being deliberate about showing them what you expect that they should learn, then helping them to do those things, and then getting them to do them on their own goes a long way in accelerating this self-improvement. Also, whatever it is that you’re trying to get people to learn, if there’s somebody there who’s learned it, the rest can learn from that person’s experience. And of course, if there is a mentor to bring you through a situation, or share their learning, it can really help accelerate this learning further.

HM: And that’s just one example of a facilitative skill that you want from that person and we don’t regularly get it from everyone. But we all have that capability to bring caring for those people that we’re working with. We might not have the habit of doing it, but we have the capability of doing it. We just need to introduce practices for it.

The Last Planner System® will be a Kaizen method when we make it so.

Lean Training: Skip the Stickies and Learn LPS Digitally

Katherine Van Adzin: So, I’ve heard people say that when you’re starting out with the Last Planner® System, you have to learn it on sticky notes. You disagree—why?

Hal Macomber: Here’s the interesting thing about everybody who says, “Oh, you gotta start with analog before you start digital.” My first question is always, “Well, have you experimented by starting with digital first?”

They say, “No, you’ve gotta start with analog first.”

I say, “So you don’t know, then?”

The truth is that most of the people who are saying that you must start with an analog approach haven’t examined doing it any other way. Nobody is saying this because they’ve got good experience or bad experience. At a minimum, they should be doing all kinds of experiments on what’s working or what’s not working.

And they’re not. Some of the people who are most vociferous about this are the ones that have been doing it longest, and it is absolutely antithetical to Lean, the not experimenting. We do experiments for learning. They’re not experimenting; they’re not learning. And they should be experimenting with it.

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KV: Why do you think starting with software is preferable?

HM: The first thing that you need to be successful in both analog and digital settings is someone who knows how to use the Last Planner® System. Somebody needs to know what they should be doing. If you have customers who don’t know the Last Planner® System and they didn’t get any outside help, then they’re likely not going to do some of the basic things. But if you have somebody who is a competent user of the Last Planner® System, then they can easily figure out how to use Touchplan.

For example, how do you make promises for the coming week’s work? Your tutorial videos show how that’s done. A cursory view of Touchplan allows them to pull plan, do their pull plan, make their promises, status their promises, and get their PPC. That can be handled with the simplest of support, and as long as there’s one person on the job who knows what a good Last Planner® System implementation looks like, all of that support is already there from the software. Visually you can look at it, and it’s simple to do.

KV: What do you think are the biggest challenges to teams starting out?

HM: I notice that teams create work activities that are too long. It’s customary in the typical “three-week look-ahead world” that whatever the work is that needs to be done, it takes a week to do it, just because that’s how they’ve planned for years. If you look at their CPM schedules or the superintendent’s look-ahead plan, they’ll just say, “Yeah, do this work in this one week, do this work in that one week.” It’s not down to the day. It just shows the week and it shows five days. So people think in five-day planning periods and they use five-day planning periods.

KV: How does Touchplan counteract that?

HM: Touchplan counteracts it by presenting a card with the default conditions of a two-person crew working for one day. The last planner has to go in and think differently. How long is it really going to take you? What’s the smallest crew that you’re using, and the least amount of time it takes to do this? Two people for one day or two people for two days or three people for one day or four people for one day? Touchplan gets people to think about this the right way from the outset.

KV: What tends to trip people up if they don’t start off digitally?

HM: One of the challenges that people have with pull planning on the wall versus in software is that the logic isn’t obvious. By logic, what I mean is that if I’m going to place concrete, there are four or five precedent actions that need to occur. The excavation, sub material, forming, reinforcing and then an inspection that all are good, because once you put concrete in place, if it wasn’t right now you have to take it all out. You can’t correct something that wasn’t right, because it’s concrete.

When you put this on the wall with stickies, that looks like a very simple linear process. The inspection happens before the placement, the rebar happens before the inspection, the forming happens before the rebar, and the under material happens before the forming.

But we have a lot of situations where you need two or more precedent activities that happen either concurrently or separated in different value streams or by time gaps. So how do you show this? You take your marker and you draw a line on the background paper. And that means “we need this particular sticky that’s happening in week two before we do this thing that happens in week five.” And everything else that happens, all the other precedent work that’s needed, also happens in week five. So you do this completely out of sync thing. Well, how do you handle this on sticky notes and the wall? You don’t.

KV: And how does that differ if you’re using software?

HM: Touchplan makes it easy to handle these outside-the-workflow precedent activities. You’re able to do something that you need to do, and that you can’t do with sticky notes, very easily with Touchplan. And you only do it by exception, because the inference in the placement of the stickies—if you have some sticky note on the right—is that anything to its immediate left is a required precedent activity. The logic is inferred by the placement. And you can’t show that on the wall, but electronically, that’s handled very well.

KV: I’ve heard people say that more experienced teams can jump into a digital tool right away, but that novice teams need the experience of stickies on a wall. What are your thoughts?

HM: What’s true is that if you’re going to successfully use the Last Planner® System, you need to know what that means. What does success look like? So in all cases, you need somebody who can help. You must have somebody who knows what it looks like when it’s happening. So it’s always easier if the team has experience. But one person on the team who is recognized as being knowledgeable is sufficient. Just let that person lead.

KV: I think a lot of people who are wary of starting teams on digital think that by doing that it means that you either don’t have meetings anymore or you don’t communicate face-to-face. Do you run into that misconception?

HM: It all boils down to the question of what we’re trying to do with the Last Planner® System. Last planners are the foremen, they’re the people who are assigning work and who have the ability to make promises for the completion of that work. Now what we’re trying to do is build the plan based on the people who assign work and can make promises. So if we’re pull planning, we’re designing a plan that can be Lean. We’re tapping into their knowledge of both the work and the people.

And the only way you can pull plan is with those people in the room. Now you could sit there and import a plan from a CPM schedule, but the last planners had nothing to do with it. It’s the superintendent’s plan. If you try to build the project off of that, then you haven’t included the thinking of the last planners, their expertise and judgment. You haven’t included that in the development of the pull plan.

Even when the team is in the room together, if the conversation isn’t well-facilitated, then they’re just doing a puzzle. They’re not having a conversation about how to create flow on their project. What’s the production approach that will create flow on our project? That’s the question that you start with. We’re here to establish a production approach that produces flow on our project for this sequence of work, to get to this milestone. What’s crucial is that there’s someone there acting like a facilitative leader so that you tap into the expertise and judgment of the last planners.

Now, it’s true that Touchplan doesn’t force you to have that. It’s a canvas. The interesting thing though is it’s a smart canvas, so when you do things in certain ways, it makes inferences of what you meant, which can’t be done on a wall.

KV: Can you expand on the role of the facilitator?

HM: Sure. It’s a very important role. Ask yourself, is the superintendent changing his or her behavior to be a facilitative leader, or do they continue in the director mode? When I see director behavior I stop it because we need a facilitator, not a director. It’s about changing the conversation between the people, and you need a facilitative leader to do that.

You also need to be clear on what you’re there to do. You’re designing a production approach for a phase of the work so that you can achieve flow. That’s what you’re there to do. And there are engineering principles that need to be followed, as well as the nature of the construction activities that need to be understood. It takes both of those. Most teams make a dramatic improvement in the pull plans done by the trades versus the production plans that are done by superintendents because they get a superior understanding of the nature of the construction work while the planning is going on. But they can be far superior once we introduce the engineering principles associated with good production system design.

KV: Aside from the facilitation, what other benefits do you see from digital planning?

HM: There are some very practical aspects of why your first weekly work plan needs to be digital. All the calculations are done for you. All statuses can be distributed. You don’t have to be chasing people around. They have tablets, they can tell you that they finished or they didn’t finish. Right off the bat, you have a far better chance that you’re going to get a good report on PPC. I don’t mean that it’s going to be high PPC, I mean it’s going to be an accurate reporting of what happened, and that you’re in a position to share that promptly and to improve on that.

So you’re in much better shape using software than spreadsheets, because spreadsheets are filled out by hand, they need to be collated, they need to be somehow updated and use some kind of math, either spreadsheets online so the math is done automatically for you, or you’re doing this offline.

The second thing that’s much easier right away is making improvements. Last planners’ first promises won’t be very accurate. At the outset, the last planners don’t understand enough about their work to get it right. Using Touchplan, you have a robust way of managing all of the re-planning that needs to happen. So, over the course of two to four weeks, the last planners learn as they move their work items around electronically, which can’t be done with sticky notes and spreadsheets.

Third, there are a lot of people who don’t want to record PPC from the beginning. They want to see if they’ll get used to this Last Planner® thing first. But if they use the software, they can be better in week two than they were in week one, because they can see what they learned. Like, oh, look at this. All these plumbing, welding tasks took longer. Why did they take longer? We don’t know yet, but we know for next week to add an extra day across these tasks. Boom! Already the next week’s plan is better, even if they don’t understand why.

If you don’t have the data, you can’t improve right away. Touchplan immediately gives you the data. So from the beginning, you can make data-informed improvements from week two.

The team sees a visual indicator of what needs improvement. They don’t have to study the data. That’s so important. For example, look at all these red pins for plumbing. Let’s dive in and look at it. Oh my gosh, it’s all welding tasks. What are we going to do about it next week? Add another day across the board. Perfect. Improvement made.

KV: What are the differences you see in the way constraints are handled?

HM: In the analog world, constraints are handled independently of the sticky notes on a constraints log document. With Touchplan, you print a constraints log from a visual display of the constraints on the plan. And the constraints are linked to the activity that’s being constrained. So if I need a hot work permit to weld three days before I do the welding, that shows up on the plan, and if it’s not available three days before, then that welding activity all of a sudden turns a different color. So we see immediately that work that we should be doing is at risk of not happening. The whole team, not just the construction manager, is now in the position of seeing what needs attention, why, and what’s at risk. And that is absolutely not possible with stickies. Everybody using analog approaches is maintaining a constraints removal process completely separate from their plan.

KV: What else is different?

HM: Another key to making the Last Planner® System work is to shift the relationships of last planners to each other. We get high PPC and good flow when we have trade partner foremen treating each other as partners, as customers. How does software help this happen? The principal way is in the always-available visual display of the customer-performer relationships in the promise period. Nobody is able to do that when they’re analog. But if you start with digital, you get there in week one.

Another is latency of data, which I sometimes call friction. The latency in the analog approach makes the data less useful. Even when we get it, we’ve already gone on to different work.

So eliminating that latency makes the data much more valuable. It’s much more like driving with a dashboard. What you’re looking at on the dashboard is useful while you’re driving, as opposed to calculating the miles per gallon of the last 100 miles you’ve driven. The usefulness of data is dramatically diminished by the latency, and you don’t even get the data if you didn’t put in the administrative effort.

But with Touchplan, all that latency goes away. And you get the benefits from that on day one.

Going to LCI Congress 2018? Let’s meet.

 

Want to Win More Work? Make Technology Your Selling Point

As a general contractor, it can be difficult to market your company’s services to prospective clients. There’s a strong market for construction work and plenty of jobs to be won, but competition is fierce and it can feel as though owners are only looking for the right price. It’s hard to balance your commitment to quality craftsmanship against an industry built on bidding wars.

However, as projects increase in complexity and construction technology advances, it’s becoming increasingly possible to compete on more than just your bid numbers. The use of modern technology and techniques can offer a winning competitive advantage if you’re willing to invest in acquiring the right expertise.

Continue reading “Want to Win More Work? Make Technology Your Selling Point”

Lean Training: Convert Your Master Schedule to Be Lean

Get more from your master schedules by converting them to Lean schedules using Touchplan. Keep your team connected to the plan by making it easy to update and accessible anytime, anywhere.

By using Touchplan and the Last Planner® System, your team can easily see how they’re tracking against major milestones, contribute individual information to create efficient work plans and collectively strategize to anticipate issues proactively. Touchplan transfers your master schedules from P6 or Microsoft Project to connect your master schedule with the work happening on the jobsite and use it as a way to track and measure success.

Touchplan Vlog: Getting Started with Touchplan

Getting started with the Last Planner® System (LPS) is easier than you think! Using Touchplan, a digital LPS tool, improves your project team’s communication and allows you to work more efficiently, saving you time and money. And with that time saved, you can take on more work and grow your business.

Touchplan is easy to learn and even easier to use—most of our users are up and running in just minutes with schedules that are accessible anytime, anywhere. Unlock continuous improvement for your team by viewing a demo of Touchplan today.

Lean Training: Q&A With Lean Consultant Hal Macomber

Katherine Van Adzin: How did you get started as a Lean consultant?

Hal Macomber: I’ve been involved with Lean since around 1984. I’ve been involved with the Last Planner® System since 1997. I’ve been using Last Planner® System as long as just about anybody has, over 20 years. Lean Project Consulting was a company that I joined with Greg Howell in 2002, and Greg Howell is a co-developer of the Lean Construction Institute. Lean Project Consulting was the premier consulting company. It was the largest one once and is the largest one now.

In the early days, projects were planned using spreadsheet-based printed forms. A few years later, we added sticky notes and butcher paper for doing pull planning on the wall. We never used the electronic forms for those projects, a lot of the projects didn’t have computers on the jobsite. They would print forms and use them, and that’s what we did.

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KV: What was your introduction to Touchplan?

HM: I was involved with the Last Planner® System long before I was involved with Touchplan. It was through MOCA’s project management services. In particular, with a project for Massachusetts DCAMM, Department of Capital Assets Management and Maintenance. MOCA surprised me in the summer of 2014. They said hey, we’ve got an electronic sticky note planning product in the works. We want you to see it.

At the time, there were many serious Last Planner® System users, because Last Planner® System in 2014 was twenty-four years old. It had been around a long time, but it existed under the radar for most companies.

KV: When did you begin using Touchplan on all your projects?

HM: For a long time, the thinking was that the Last Planner® System should be analog—stickies on the wall—on purpose. But I thought two things. Number one, we should always be doing experiments. My clients experimented with Touchplan, vPlanner, SPS, and with what eventually became Autodesk Planner. Number two, stickies on a wall doesn’t scale. Projects were getting bigger. Teams were working remotely. And, they needed help from my associates and me without getting on a plane.

I’ve been using software—other than spreadsheets and forms and sticky notes—going all the way back to 1999. I had experience over all those years using very expensive software. When you look at what this other software does, it takes a lot of effort. The administrative effort to use it is much higher and requires more senior people to use it than Touchplan does.

I was on a project in 2015, and I said to the GC, “This is going to be impossible to manage on the Last Planner® System.” I could see ahead of time there was going to be no way to manage the project without putting in two assistant project managers who would just be full-time maintaining the Last Planner® System.

So, I persuaded them that we should try Touchplan. I was confident at the time that the software was ready. And it was so much better than other software that was available. We put in an assistant superintendent as the key person managing the Last Planner® System using Touchplan.

In about two weeks, we had really amazing reliability for the completion of work, PPC, and we had very high participation among all of the trades. Nobody was letting us down. It was easy for them to interact.

It was easy to use. It gave us the data. We always knew where we were. People were all latched on. They already had to use iPads. They had to use them because that’s how they were managing their daily safety test plans, and that’s how they were getting their construction documents. It came together naturally on that project. In fact, this contractor’s experience there was so positive that they became a customer at an enterprise level.

KV: And the rest is history?

HM: Yes. After I left Lean Project Consulting in 2016, I took on clients, and I said, hey, if you’re going to work with me, you need new software. There were three or four platforms available. It’s okay with me whichever one you want to pick, but my recommendation is Touchplan. Only one company went with an alternative, and they decided not to do it again.

One of the biggest benefits to me is I can look at everybody’s plan and see what they’re updating and not updating, see when they’re messing up the way they’re planning. I can get on the phone—I don’t have to visit them to coach them. Previously, what I had to do is get scans and send spreadsheets and photographs of their whole plans on the wall. They get you online and set up cameras. It’s focused on the wall or their sticky note planning. You can’t read anything, and it was a disaster. A complete disaster.

KV: What were the initial reactions you got when you began mandating the use of software?

HM: They said, “We don’t want to use software. We think we should be using sticky notes on the wall.” I said, “Then we’re not working together.” I have not regretted turning down work with companies that won’t work with software. I haven’t regretted it once, making that requirement.

And sometimes it’s a process. There’s a company that I’ve declined to work with three times. The first two times were because they wouldn’t use software. They finally came around, and the third time was I insisted on meeting with the CEO of the company. I said if you don’t have the C-suite involved with adopting Lean, then we’re not going to succeed. So they figured out how I could meet with him, and now we work together and it’s very successful.

KV: Do you sense that the industry’s approach to software adoption is changing?

HM: I find that a number of things have changed. Today Touchplan has 600-plus projects and 10,000 users. You have a lot of users on these projects, and you’ve got a lot of fans, particularly trade partner foremen. And I see companies losing projects to other companies that use software.

When you begin to look at all this, there’s overwhelming evidence that this is working for them, helping them. This is adding value to them, and that makes it much easier to stick with Last Planner®.

Let me speak about some of the direct value that I’m witnessing. Inside of a company, if you want to understand how the Last Planner® System works, you’d have to go hang out on the project site over a number of days to watch and see how planning is happening and learn what are these things called make-ready planning and constraints. You go through all this, and there’s no easy way to learn what’s going on.

On the other hand, with Touchplan, I can be sitting in Austin, Texas, and you can be sitting in San Antonio. I can say, “Hey, tell me about your project.” You say, “Let me share my screen.” You take me through the programming, tell me about people working. You show me this plumber who’s always on time and this electrician who you’re struggling with. There was no way to do that before software.

People haven’t been able to see that gain. We’ve been trivializing Last Planner® System projects that have turned out well. It gets diminished by people who don’t understand what’s going on. Today, we can see that yeah, we have to have a good team, but a good team with the wrong tools is going to deliver a bad project.

Now, you can deal with data. You can quickly pull off reports. You press the button and you have reports for the last six weeks. It’s an easy thing for me to say, “Katie, you and this plumbing foreman have been running down the electricians for three weeks in a row.” You can point to the data. That’s a vastly different situation than saying “No, I feel like you should be bringing more people in here, Katie. You don’t seem to be doing it.” There’s no seems. We can have a conversation about data. It’s persuasive. And you can pinpoint exactly why your project metrics aren’t improving and rectify that.

KV: Do you see this as the direction in which the whole industry is headed?

HM: I think that the Last Planner® System is the direction that we’re all headed in. The best evidence of that is the attendance at the LCI annual conference. Attendance has increased by about thirty percent a year over the last seven years.

I think we’re now in an unstoppable moment. What’s happening is the foremen now have so much more information about the total project than they ever had before. They know what each other’s work is. They’ve got the plans for each other, not just plans for themselves. They’re involved in the design documents. They’re involved in the production planning of a job. They make promises.

I call this “power to the edge.” At the face of the work, we’re putting power in the hands of trade partner foremen they’ve never had before, and they love it. There’s no going back. Control of the project is moving to the front line and is not at the top of the hierarchy. Not with the project executive or the construction manager. That trend is not going to change.

 

How to Make the Construction Industry’s Data Disruption Work for You

Welcome to the third installment of Touchplan’s ConTech series. In this piece, MOCA’s Software Products Division President Michael Carr delves into the subject of data and shares his advice on five ways to stay ahead of the data disruption brewing in the construction industry.

Continue reading “How to Make the Construction Industry’s Data Disruption Work for You”

Lean Training: How to Track and Measure Takt Time in Touchplan

The term “takt time” comes from the German word “Takt,” which refers to a bar of music or meter. In the context of Lean, the term is used to refer to the pace of production required to match customer demand. Takt time is equal to a product’s sell rate. For example, if a car manufacturer sells one car every five minutes, the company needs to produce one finished car every five minutes in order to maintain takt time.

Continue reading “Lean Training: How to Track and Measure Takt Time in Touchplan”

Lean Training: How to Manage Day and Night Shifts Using Touchplan

We’re frequently asked, “What’s the best way to manage multiple shifts in Touchplan?” The simple solution is to use a combination of locations and swim lanes. The locations will allow you to sort reports and the day and night shift work will be separated to show manpower reporting for both shifts (see Figure 4). Swim lanes make it much easier to view both shifts in the plan.

The plan below (Figure 1) is a typical work sequence to rough in two floors of a small building. The team put together this sequence in a pull planning session with all trade foremen creating their work activities.

Figure 1

After creating the pull plan, the team activated the plan and created their three-week look-ahead (Figure 2) for floors one and two.

Figure2edited

Figure 2

Here’s how the same plan would look running two shifts (day and night). The team agreed that all trades would staff so that they would have a day and night shift. The team took the existing single shift plan and broke the work up into two shifts (Figure 3).

Figure3edited

Figure 3

The first major takeaway is that they cut the overall duration in half. Any multi-day activities were spread across both shifts. For example, a two-day task could now be completed in one day using day and night shifts. The task “hang pipe on floor 1” (Figure 2) takes two days in the day-shift-only plan and is scheduled to start on August 8. In the two-shift plan, the same activity begins the morning of August 8 and finishes on the night shift that same day.

Figure4

Figure 4

Figure5

Figure 5

The day and night shifts both have nine workers on Wednesday and Thursday, August 8 and 9. The HVAC contractor is the only subcontractor not working nights. This same day/night shift strategy can be used for three or more shifts, or hourly work when your standard work batches are broken down to that level of detail.

The pull planning process will help the team better understand how to best design the flow of work based on their shared understanding of available skilled workers, material supply chains, equipment logistics, and all the other factors related to the work. This is accomplished by framing the planning discussion in terms of satisfying team member needs instead of executing work because it is available. This need-based approach forces a level of negotiation, small-batch design and work balancing. Once the team has a work sequence they agree on, the team can then discuss and plan for multi-shift work to accelerate delivery of the milestone.

For more Lean learning, register for Touchplan’s webinar at the Lean Construction Institute Congress 2018 here.