LOGIN TO ONLINE LEARNING

HOME ABOUT US WHAT WE DO  OUR KNOWLEDGE HUB CONTACT US 

EXPERIENCE

Infographic: Visual Management Huddles – Implementing & Planning

Visual Management Huddles, or Performance Improvement Huddles, are an effective way for teams, departments and senior management to meet together to ‘see what’s going on’ with their processes.

Either electronic or physical boards are also one of the best ways to kick-start meaningful conversations about the work that’s taking place and the day to day
management of key processes.

This visual way of working leads to greater transparency with teams empowered to make informed decisions based on current data using a meeting
format often referred to as ‘Huddles’.

If you are thinking about implementing Visual Management and Performance Huddles and would like to know where to start, this 9 step guide will give
you some helpful tips.

Visual Management/Performance Improvement Huddles

IMPLEMENTING & PLANNING

91
8 2

VISUAL MANAGEMENT &

DISCOVER DESIGN DEPLOY
7 3

6
5
4
PERFORMANCE HUDDLES
A 9 STEP GUIDE IN 3 PHASES
1-3 DISCOVER. 4-5 DESIGN. 6-9 DEPLOY.

ESTABLISH THEWHAT?
MEASURES THAT MATTER ALIGN SIMPLIFY

1 2
REVIEW YOUR CURRENT P ERFORMANCE MEASURES/KP I'S
Are they the right ones?
IMPROVE
Do they encourage the right actions or behaviours? Do the current measures align with your strategy or vision?
REVIEW HOW DATA IS CURRENTLY COLLECTED
Is it efficient and accurate?
REVIEW HOW DATA IS ANALYSED
Is itWHO?
being used? Does it give the right indicators? Can you spot abnormalities?
LINK TO STRATEGY
Are control charts appropriate? Ensure the things you are measuring link to your organisational strategy
If there is no link be

TEAM LEADER AND DEPARTMENT HEAD BOLD and question

whether you need them!

MEASURING
Focus on the few that matter. Measuring everything is ineffective!

67 8
HOLD A PILOT THE HUDDLE REVIEW AND
DRY REFINE DATA
MAKE&IT STAND OUT!
RUN UseXcharts
PROCESS 8 and coloured indicators
Ensure you can easily spot abnormalities
CLARIFY
Roles & behaviours DATA COLLECTION
TEST The process Improve the way data is collected and analysed

CREATE THE

5 'DRAFT'
PERFORMANCE
BOARDS

DON'T get USE

yourPAPER
board professionally printed right away
Chose a visible, practical space, DON'T hide them in a meeting room
Put your boards where the work is done The draft process as a flowchart
WRITE
The draft
CREATE AGREE
boards
The pilot process
3 ENGAGE THE WHOLE TEAM

INTRODUCE AGREE
The process to measure
Visual Management
ESTABLISH AGREE
VISIBLE The benefits The data collection methods

DESIGN THE HUDDLE PROCESS & HUB WITH THECONSIDER

WHOLE TEAM

GEMBA
4
Use charts and graphs rather than numbers, where possible
VM BOARD TIPS
Make sure all the people you are briefing understand the interpretation of any charts you are using
Remember that data that can be updated by the local team is more valuable than data supplied
remotely

Clearly identify what action or escalation is expected when any deviation from standard is
found Keep all data current
Clearly identify the owner of the data and update the requirement
Keep reports to a single sheet
LEARN MORE
Enable decision-making at the lowest practical level. www.pmi.co.uk/visualmanagement
© Process Management International 2017 www.pmi.co.uk/vm_webinar


Copyright © Process Management International Ltd 2020 | Legal Disclaimer | PMI's Terms of Business
Privacy & Cookies Policy