How to Observe

Last blog, I talked about the most important lean tool being the eyes.  The eyes allow a person to the reality of what is happening and gather facts.

So, if direct observation is important then how should a person go about doing it?

Here are a few pointers I have picked up along the way:

  • Have a purpose before you go out to observe.  Are you going out to see a particular problem?  Are you going to audit a specific process?  Is there a process you trying to improve?  A specific type of waste you are looking for?  Whatever your purpose, understand it before you go out to observe.
  • Explain what you are doing.  People get cautious and worried when someone is just standing to the side watching their every move.  Tell them why you are there and ask them to explain anything they feel is important.
  • Be in the moment. Don’t answer the phone.  Don’t start other conversations.  Just observe.  Stand in one area and watch what is happening with scrutinizing intent.
  • Ask clarifying questions.  If you need to better understand something, ask the person doing the work questions.  Don’t leave without having answers to your questions.
  • Take notes.  You are there for a purpose, so write down what you need to remember.  Notes of what you observed are your facts.
  • Take prompt action.  Don’t wait days to do anything with the facts you have gathered.  Things change quickly so use what have you seen before the facts become outdated.

Good luck and happy observation!

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Posted on February 3, 2016, in Direct Observation, Tools and tagged , , , , , . Bookmark the permalink. Leave a comment.

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