toward integrating toc and deming

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    Toward Integrating Theory ofConstraints and Deming into the HCA

    Curriculum

    M. Scott Stegall, MHSA, Ph.D.Mary K. Madsen Ph.D., R.N., FAAMRUniversity of WisconsinMilwaukee

    2006 AUPHA Undergraduate WorkshopChicago, IL

    November 19, 2006

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    Toward Integrating Theory of Constraints and

    Deming into the HCA Curriculum

    Email for PDF of presentation slides:

    [email protected]

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    Overview

    Why should HCA programs be interested inDeming and Goldratt?

    What are SoPK and TOC?

    What are the key undergraduate educationand training goals for SoPK and TOC?

    How were Deming and Goldratt integratedinto the UWM curriculum?

    What market is there for students soeducated? What are the available resources?

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    My Backgroundnot an expert but Began introducing Deming and Goldratt

    to HCA students back in the early 90s

    Graduate work in SPC Attend Deming Four Day Seminar

    Several presentations at Deming InstituteConference meetings

    Academic Jonah

    Deming Immersion Program

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    Why shou ld HCA pr og ram s beWhy shou ld HCA prog ram s be

    in t e rest ed inin t erest ed inSoPKSoPKand TOC?and TOC?

    TOC and SoPK are changing the British NationalHealth System (NHS).

    Examples of Change

    See overheads at: http://www.healthcare-toc.com/results_files/Page392.htm

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    If the UK, why not the US?

    Applies within a system

    Do we have a healthcare system?

    Who is trained to do it?

    Theory of Constraints in Healthcare 11/06

    USA

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    What a r eW hat a r eSoPKSoPK& TOC?& TOC?

    Deming (SoPK) Transformation

    System of Profound Knowledge

    Four Parts

    Goldratt (TOC)Throughput

    Theory of Constraints

    Focus on Bottleneck

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    Deming (SoPK) System of Profound

    Knowledge SoPK as Design Principles

    Psychology

    Intrinsic vs. extrinsic motivation for coordination Theory of Knowledge

    Perception of realitytruth or maps

    Variation

    Predetermined source vs. investigation of process

    Systems

    Independent vs. interdependent processes

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    Goldratt: Focus on the bottleneck!!! Explicit Questions

    What to change?

    To what to change? How to cause the change?

    Implicit Question

    Why change? System is producing undesirable effects UDEs

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    Integration of SoPK & TOC

    TOC Provides Aim for SoPK

    Work on weakest link of chain for bottom line

    results

    SoPK Provides Culture for TOC

    TOC withers without an environment of trust

    I tell my students they must know if aprocess is stable or not and whether it is thebottleneck or not before they are capable ofeffective management.

    Handout: TOC within SoPK

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    Wha t a re t he k ey unde rg radua t eW ha t a re t he k ey unde rg radua t e

    educa t ion and t ra in ing g oa ls fo reduca t ion and t ra in ing goa ls fo rSoPKSoPKan d TOC?and TOC?

    SoPK

    Psychology

    Type and temperament

    Theory of Knowledge

    PDSA cycle, measurement, primer on philosophy of science,concept maps, and knowledge vees

    Variation Control Charts

    Systems

    Process studies & general systems theory

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    Wha t a re t he k ey unde rg radua t eW ha t a re t he k ey unde rg radua t e

    educa t ion and t ra in ing g oa ls fo reduca t ion and t ra in ing goa ls fo rSoPKSoPKan d TOC?and TOC?

    TOC Bottlenecks: physical, policy, paradigm

    Focusing Steps

    Thinking Process

    Logic Trees

    Three Ps: Now and in future

    profit, people, product/service

    Five Focusing Steps

    Drum-Buffer-Rope

    Layers of Resistance to Change

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    How w ere Dem ing and Go ld r at t How w ere Dem ing and Go ld r a t t

    i n t eg ra t ed in t o t he UWM cu r r i cu l um ?in t eg ra t ed in t o th e UWM cu r r icu l um ? Hired faculty member with background and training

    Course changes: Add sophomore Leadership course

    Convert junior Healthcare Process Measurement course to statisticalprocess control, process studies and philosophy of science as well asmeasurement

    Convert junior Epidemiology to managerial epi with science focus

    Add senior Advanced Systems Thinking

    Integrate Deming and Goldratt (Senge for grads and doctoral students) Provides 12 credit hoursin addition we have quality course

    Program Director & Department Chair support every step ofthe way!

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    Wha t m ar k et is t her e f o r W ha t m ar k et is t her e f o r st u den t s so edu ca t ed?st u den t s so edu ca t ed?

    GE Medical

    Direct Supply

    Graduate schools?

    Long-term care facilities ?

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    What are t h e avai lab leW hat are t h e avai lab le

    resources?resources?

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    Websites Great Britain

    National Health Service NHS Improvement LeadersGuides (see at site below)

    http://www.wise.nhs.uk/sites/toolandtechniques/ILG/pages/The%20Guides.aspx

    Deming www.deming.org http://deming.edu/demingcoop.html

    Goldratt www.goldratt.com www.dbrmfg.co.nz

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    Deming Textbooks Deming, W.E. The New Economics: For Industry, Government, Education,

    2nd ed., MIT Press, Cambridge, MA, 1994. Deming, W.E. Out of the Crisis, MIT Press, Cambridge, MA, 1986.

    Neave, Henry R. The Deming Dimension, SPC Press, Knoxville, TN, 1990.

    Scholtes, P.R. The Leaders Handbook: A Guide to Inspiring Your People andManaging the Daily Workflow, McGraw-Hill, New York, NY, 1998.

    Brassard and Ritter. The Memory Jogger II, GOAL/QPC, Methuen, MA, 1994. Melton, Kim. Introduction to Statistics for Process Studies, second edition,

    McGraw-Hill, New York, NY, 1993.

    Wheeler, D. Understanding Variation: The Key to Managing Chaos, SPCPress, Knoxville, TN, 1993.

    Balestracci and Barlow. Quality Improvement: Practical Applications forMedical Group Practice, second edition, Center for Research in AmbulatoryHealth Care Administration, Englewood, CO, 1996.

    Wheeler, D. and Chambers, D., Understanding Statistical Process Control,Second Edition, SPC Press, Knoxville, TN

    Wheeler, D.,Advanced Topics in Statistical Process Control, SPC Press,

    Knoxville, TN

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    Goldratt Textbooks Goldratt, Eliyahu M. and Jeff Cox. The Goal,

    third edition, North River Press, GreatBarrington, MA, 2004.

    Goldratt, Eliyahu M. Its Not Luck, North RiverPress, Great Barrington, MA, 1994.

    Scheinkopf, Thinking for a Change: Putting the

    TOC Thinking Processes to Use, St. Lucie Press,1999.

    Right and King We All Fall Down: Goldratt'sTheory of Constraints for Healthcare Systems,

    North River Press, 2006

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    Textbooks Integration of Deming & Goldratt

    Lepore C. & Cohen, O. Deming and Goldratt: TheTheory of Constraints and the System of ProfoundKnowledge, North River Press, Great Barrington,MA, 1999.

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    Misc Textbooks Berens, Linda V. Understanding Yourself and Others: An

    Introduction to Temperament, 2nd edition, Telos Publications,Huntington Beach, CA, 2000.

    Covey, Stephen R. The 7 Habits of Highly Effective People:Restoring the Character Ethic, Fireside, New York, NY, 1990.

    Kauffman, Jr., Draper L. Systems 1: An Introduction to SystemsThinking, S.A. Carlton, Minneapolis, MN, 1980.

    Keirsey, D. The Sixteen Types (edited from Please UnderstandMe II), Prometheus Nemesis Book Co., Del Mar, CA, 1998.

    Myers, Isabel Briggs Introduction to Type: A Guide toUnderstanding Your Results on the Myers-Briggs TypeIndicator, 6th edition, Consulting Psychologists Press, Palo Alto,

    CA, 1998. Senge, P. The Fifth Discipline: The Art and Practice of the

    Learning Organization, second edition, Doubleday, New York,NY, 1994.

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    Faculty Preparation

    Jonah Program (TOC) Two week programcontact Goldratt Institute

    Deming Institute Fall Conferences (SoPK)

    Beginning four day conferenceAdvanced four day conference

    Tapes and Books See both websites

    Practice Important Get into the field

    Service learning

    Faculty service or consulting

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    Toward Integrating Theory of Constraints and

    Deming into the HCA Curriculum

    Email for PDF of presentation slides:

    [email protected]

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    Toward Integrating Theory ofConstraints and Deming into the

    HCA Curriculum

    M. Scott Stegall, MHSA, Ph.D.Mary K. Madsen Ph.D., R.N., FAAMRUniversity of WisconsinMilwaukee

    2006 AUPHA Undergraduate WorkshopChicago, IL

    November 19, 2006