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Welcome to KataCon3!

Welcome to KataCon 2017! As the Kata community grows, so do the opportunities to come together to share, practice, and learn together. Many in the Kata community held their first Kata Practitioner Day (KDP) in various locations around the country. We hope those who attended will share their learnings and encourage others in our community to join in and launch their own KPD. KPDs are a great way to further the learning and share stories of success. Also, the KPDs provide the opportunity for you to potentially come and share your story at the Kata Summit.

Here in San Diego we think you will enjoy a few of the following highlights at this year’s summit:

Nine exciting and interesting Keynotes of practitioners sharing their lessons and stories from IT, healthcare, manufacturing, and at home.

A special session of Kata in the Classroom illustrating the Improvement Kata and Coaching Kata being used in education, and in companies.

Open Space so that you as an attendee can select the topic around IK/CK to discuss, share, and learn with your Kata colleagues.

The Experiential Practice Sessions which are interactive in their design to give participants hands-on learning with their colleagues through multiple iterations of practice.

A conference within a conference: this features IK/CK practitioners from a specific field facilitating a “conference” in their industry with guest panelists as a supplement to the topic

As the Kata community continues to build its experience and practice, we will find significant improvements and effectiveness will absolutely follow. We look forward to hearing how it goes over the next several years. We also look forward to you returning to KataCon 2018 to share your stories and success!

You Gotta Kata!

Jim Huntzinger, President Lean Frontiers Melissa Perri, KataCon 2017 Host Michael Lombard, KataCon 2017 Host

PS. Please visit www.katasummit.com/2017orientation for updates, downloads, and logistics information to prepare you for your Summit experience!

Thanks to these

special KataCon

http://www.katasummit.com/2017orientation

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Agenda

Please visit www.katasummit.com/2017orientation for updates, downloads, and logistics information to

prepare you for your Summit experience!

http://www.katasummit.com/2017orientation

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Session and Presenter Details

Day 1: Tuesday 21st

Part 1: Welcome and Keynotes

Opening Keynote: Mike Rother

Mike Rother is co-author of two groundbreaking LEI workbooks, Learning to See: value-stream mapping to add value and eliminate muda, which received a Shingo Research Award in 1999 and Creating Continuous Flow: an action guide for managers, engineers and production associates, which received a Shingo Award in 2003. He co-developed the accompanying Training to See kit that teaches facilitators how to run value-stream mapping workshops. His latest book is Toyota Kata (McGraw-Hill). Mike is an engineer, a researcher, teacher, consultant, and speaker on the subjects of management, leadership, improvement, adaptiveness, and change in human organizations. His affiliations have included the Industrial Technology Institute (Ann Arbor), the University of Michigan College of Engineering, the Fraunhofer Institute for Manufacturing Engineering and Automation (Stuttgart), and the Technical University Dortmund. Mike began his career in the manufacturing division of Thyssen AG in Germany. He lives in Ann Arbor, MI, and Cologne, Germany.

KCK1: Kata for Creativity and Service Excellence Karyn Ross No customer wants to hear the words “I can’t”. Customers do business with a company because they expect them to be able to meet each of their service needs no matter how great or small. Unfortunately, many service interactions end with the service provider telling the customer that their request cannot be met. Take a walk in gemba in any service organization, and chances are what you will hear is service providers telling customers. “I can’t, I can’t, I can’t, I can’t…”

Service excellence, however, means that we are able to satisfy each customer’s service request, no matter how impossible it seems. So it’s imperative that service providers learn how to move from “I can’t” to “Of course we can! Let’s figure out how.” And that’s where the coaching kata and improvement kata come in. Through the IK and CK, we can teach service providers how to create innovative service solutions that can meet each customer’s needs. Service providers will develop what I call the ‘creativity habit’.

Because each organization and their customers are unique, each will have a different vision of service excellence. As explained in The Toyota Way to Service Excellence (chapter 9), the IK and CK are an integral part of Hoshin Kanri (strategic policy deployment). As the organization develops the ‘creativity habit’ and strives toward their vision of service excellence they’ll be able to find

creative ways to provide the services that each of their customers wants so that they can fulfill their purpose over the long term.

Examples from a variety of service sectors will be used to illustrate.

In this session, you will learn…

How to turn I can’t’ into ‘Of course we can! Let’s figure out how!’ to deliver service excellence

How using the coaching kata and improvement kata develops a creativity habit

How developing the creativity habit across the organization allows everyone to strive together towards the vision of service excellence

About the Facilitator

Karyn Ross is a lean consultant and executive coach focused on creating sustainable business culture change in service organizations. She has worked with companies such as Paychex, PrimePay, Zurich insurance, and National Taxi Limo to help them develop a culture of creativity and improved business practices. A regular contributor to the Lean Leadership Ways Industry Week blog, she has also written for The Lean Management Journal and Industrial Engineer magazine. Ross is a practicing artist and resides in Naperville, Illinois.

KCK2: Kata on Fire! Dan Vermeesch & Chris Schmidt Kata on fire is Micron’s short story of how it started its KATA journey, some of its successes and how it effects the lives of all who now make it part of their every day. At times with explosive results!


How to use the KATA to develop your KATA program

How KATA can affect the hearts and minds of everyone

How KATA leveled the “playing field” between management and the front line

About the Facilitators

Dan Vermeesch is the plant manager, lean champion and 2nd kata coach at Micron Mfg Co, a family-owned precision machining company in Grand Rapids, MI. Dan has a BSEE from Michigan Tech and a Lean Champion Certification from Grand Rapids Community College but feels that his real education took place in the potato patch on the family farm.

Chris Schmidt is a team captain and 1st kata coach at Micron. Chris has over 30 years of experience as a machinist and a lifetime of helping others achieve more than they thought they could whether it’s at work or in the woods. Do not make the mistake of asking him to do his “Turkey Gobble”.

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KCK3: Kata and Connectedness Amy Mervak I will share my organization’s recent experiment with bringing the kata routines to a Rapid Improvement Event format and how this experiment fostered connections of many kinds. These included:

Connecting strategic organization-level goals to process-level goals,

Connecting our weekly kata format to an event-based improvement format, and

Connecting the practice of kata to our organization’s vision.

I will share how these connections supported our practice of the improvement kata, the development of coaches, and how they deepened my understanding of why practicing the kata as a means to achieve challenges is so effective.

In this session you will learn …

A possible model for using the kata during Rapid Improvement Events (RIEs)

How using this model can serve as a springboard for kata practice following the event

How practicing the kata may help develop other traits shared by effective leaders


Amy Mervak is the Chief Quality and Compliance Officer for Hospice Care of Southwest Michigan (HCSWM). She introduced Lean principles to the organization in 2010. As a member of HCSWM’s senior leadership team and the internal Lean expert, Amy has worked to make Lean practices part of the organization’s fabric. She earned her Master of Public Health degree from Yale University. Amy is also a jazz pianist with a deep love for improvisational music. She resides in Kalamazoo, Michigan.

KCK4: Creating Healthy Disruption with Kata Joe Ross We had been “doing lean” for five years, but we were unable to sustain gains and move lean to the workforce. It still felt like a top-down approach and had not transformed our culture into the learning organization we are striving to become.

We worked to develop our daily management system with our new operations improvement director who had been introduced to Toyota Kata at a small hospital a few years prior. Starting with a model-line department and sending a CEO-led advance group to the University of Michigan two-day kata course, within a few months, we had our official “kata kickoff” with over twenty department leaders under the guidance of an external kata coach. The most surprising result: previously disengaged physicians with no formal lean training have become active participants in these daily experiments.

Today, our cadence is transitioning from monthly committee meetings and improvement events, to daily coaching and senior leader rounding, providing a near-continuous feedback loop across organizational tiers. During morning rounds, leader standard work follows the same kata script used by our kata coaches. Siloed problem solving is now virtually nonexistent, as leadership immediately recognizes and coordinates units working toward a common challenge.


Improvement should be useful throughout daily work.

The role of senior leadership in the transformation and how to overcome organizational inertia

More important than creating problem solvers is creating a format that facilitates collaboration to transform lives


Joseph P. Ross has nearly 35 years of experience in the health care industry. Before being named president and CEO of Meritus Health, he was president and CEO of Shore Health System of Maryland in Easton. During his more than 15 years at Shore Health, Mr. Ross created a system-wide approach through the merger of Memorial Hospital at Easton and Dorchester General Hospital. Prior to leading Shore Health System, Mr. Ross served as president and CEO of Mercy Medical Center in Oshkosh, Wis., for eight years. He holds a master’s degree in hospital and health system administration from Xavier University in Cincinnati, Ohio, and is a fellow in the American College of Healthcare Executives (FACHE), a member of the executive committee of the Maryland Hospital Association, a member of the board of directors of the Terrapin Healthcare Insurance Company, a member of the board of directors of Leadership Maryland, a member of the Health Care CEO Roundtable and a member of the board of directors of the Mid-Shore Community Foundation. Mr. Ross is also a founding board member of Trivergent Health Alliance along with the CEOs of both Frederick Regional Health System and Western Maryland Health System.

KCK5: Kata at Home Jeremiah Davis With the continuing growth of lean thinking, it is more important than ever that our children (no matter what they ultimately choose as a profession) start learning about lean as kids. This will create a culture where there is no longer a stigmatism toward Lean. The Improvement Kata is the tool we need to use to achieve that goal.

This is the process I am implementing in my own home. We set challenges as a family and then work toward reaching them through collecting data and then experimenting toward a future state. By encouraging my own children to follow this pattern, they have the opportunity to practice a scientific routine that will become second nature to them over time while working to improve the day-to-day processes they currently face.

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Potential benefits in teaching your family Kata

Why Kata is important to Lean

Scientific thinking and kids


Jeremiah Davis is a Manufacturing Engineer at A-dec, Inc. (an Oregon-based manufacturer of dental equipment – chairs, cabinets, delivery systems and dental lights), with a primary focus on coaching and training. He started his lean journey in 1998 with Climax Portable Machine Tools and has been practicing Improvement Kata since 2011. Since then, he has had the opportunity to develop and lead training programs for dozens of individuals. Though he knows he is still in the early stages of learning, he has ignited a new culture and mindset change that continues to grow across A-dec. Jeremiah continues teaching the belief that struggles and obstacles are just opportunities to learn and grow. The Improvement and Coaching Kata patterns are so ingrained in Jeremiah that he has successfully transferred this thinking to his home life.

KCK6: Kata Plays Well with Others Skip Steward The presentation will not only show how Kata plays well with other elements of Lean but other elements of an entire Management System. We will show how Kata is the mental model that is used within the Baptist Management System (BMS). Finally, we will show how this mental model is content neutral and is being used at every level within Baptist Memorial Health Care.


Demonstrate how the various elements of the Baptist Management System are linked

Show how KATA has informed the thinking at every level

Show how Kata is the lubrication that turns all the gears of the Baptist Management System

About the Facilitator:

Skip Steward develops, administers, directs and implements performance improvement activities for the Baptist System including identifying inefficiencies; implementing strategies to improve quality, service and finances; and fostering a culture of continuous improvement and excellence.

Mr. Steward is an award-winning leader who has implemented streamlined business systems that deliver significant contributions to the bottom line, while increasing employee performance and improving productivity. He is recognized for superior project management and communication skills and has spoken both nationally and internationally.

He earned a MBA and is experienced in diverse industries including automotive, machining, food, process, service and healthcare. Mr. Steward is a Shingo examiner and a certified quality engineer (CQE), certified six sigma black belt and certified lean champion.

Part 2: Experientials

The Toyota Kata Dominos Experiential Brandon Brown

Toyota Kata addresses the question “How can we lead our companies so they will survive and thrive long term?” Since the future lies beyond what we can see, the solutions that we employ today may not continue to be effective. So it is not the solutions themselves – whether Lean techniques, today’s profitable product, or any other – that provide sustained competitive advantage, but rather the ability to understand conditions and create fitting, smart solutions. Toyota Kata is the routine to develop this capability in the organization, and is both a key factor in Toyota’s long-running success and a core responsibility of its leadership. Briefly put – Toyota Kata channels and utilizes the capabilities of all its members in order to strive for continuous improvement better than our traditional management methods. Join us for a “learn, share and do” opportunity.


Hear and see how companies are utilizing the Toyota Kata methodology of the Improvement Kata and Coaching Kata to coach for daily continuous improvement.

Review the Toyota Kata slide material covering:

The Improvement Kata: A scientific 4-step iterative PDCA routine that addresses only those obstacles which lie on the path of a trajectory that leads to the achievement of short term Target Conditions that are in line with a long term Vision/Challenge.

The Coaching Kata: A daily routine that utilizes The Five Questions to help teach the Improvement Kata thinking pattern and ensure that it is embedded within an organization via team accountability.

Participate in a multi-round simulation that is progressively interwoven in with the slide material to make it easy to understand how the Toyota Kata trajectory components come together (i.e., Vision/Challenge, Current Condition, Target Condition, Obstacles, PCDAs and Coaching).


Brandon Brown is a Master Kata Coach for Continuous coaching Commitment, LLC and an Associate for the W3 Group and delivers tangible and sustainable continuous improvement results as a Toyota Kata Coach and Lean Instructor/Facilitator. He recently returned from Great Britain developing an online Toyota Kata course with The Leadership network and giving Toyota Kata workshops both “in company” while in Stockholm and at University of Gent, Belgium, and Ansbach University for Applied Science in Stuttgart, Germany. He is currently working on an online Toyota Kata Masterclass course for the United Kingdom.

Since 2006, Brandon has been a Professor of Operations Management at the University of Arkansas in Fayetteville teaching courses and instructional designing online courses in the Industrial

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Engineering department such as Lean Production and Leadership Principles and Practices for the Master of Science in Operations Management degree program. Brandon is a Regional Director and board member for the Southeast Region of the Association for Manufacturing Excellence. He is also a Certified John Maxwell Coach, Teacher, and Speaker. Prior to his work with W3 Group, he advanced through management leadership at Central States Mfg., as Regional Operations Manager for three facilities in the Eastern Region, which served 17 states. He has a Master of Science in Engineering and a Bachelor of Science in Mechanical Engineering, as well as a Professional Engineers license in Arkansas. He holds a certificate as a LeanSigma Kaizen Instructor from Time Based Management Consulting Group, to teach Value Stream Mapping and Kaizen instruction, and has led many continuous improvement events.

Brandon has 20 years of continuous improvement experience in various leadership roles for Arkansas Manufacturing Solutions, Central States Manufacturing, Waterloo Industries, and Lincoln Automotive. He has led many Value Stream Mapping, Kaizen and Continuous Improvement projects with various companies.

Kata Coaching Live Coaching Cycle Experiential Beth Carrington

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Stack the Tower KATA Experience- Come, practice! Andrea Darabos “We are what we repeatedly do. Excellence, then, is not an act, but a habit.” – Aristotle The world of business is becoming digital and if you are not constantly improving customer understanding and speed to market in your business, your competitors will overtake you, fast. There is no company who would not need to compete with fast-moving, digital disruptors. The improvement KATA is a practice that can help you win when speed and experimentation is key. It utilizes a scientific approach and teaches the skills of fast experimentation and problem-solving in your business. Wouldn’t you need that to succeed? Sadly, however, the KATA cannot be learned from the books or videos, it can only be practiced, daily, until it becomes a habitual pattern to thinking and way of acting. Join this session to experience the improvement KATA in a team setting, applied to building a product that wins in the market…

In this session you will learn…

Learn about the mindset, principles of scientific thinking and rapid feedback cycles in the context of digital product development.

Build rapid experimentation and problem-solving skills in teams and as an individual

Gain hands-on practice in the Coaching and Improvement KATA


Andrea Darabos is a digital entrepreneur, coaching leaders and teams in lean agile principles applied to business. In the past 10 years, she has coached numerous large corporates in finance, multimedia, telecom and edtech to innovate and deliver more like startups, create

Communities of Practice Julie Simmons & Jason Schulist This is a hybrid session which is about creating regional communities of Kata practice and includes a simulation exercise that you can take home and use immediately.


Julie Simmons is the Executive Director for the Northwest High Performance Enterprise Consortium (NWHPEC) in Portland, OR. In this role, Julie is responsible for promoting the vision, mission, and purpose of the consortium, planning and organizing continuous improvement learning events, coordinating benchmarking and sharing between consortium members, and meeting the continuous improvement learning needs of the membership. In this role, Julie also provides mentoring and coaching to individuals within the NWHPEC membership, as well as formal Improvement Kata and Coaching Kata training and coaching. Prior to joining NWHPEC in 2004, Julie spent 14 years with The Boeing Company and held roles, such as Flight Line Expeditor, Shortage Controller, Supply Chain Analyst, and Manufacturing Process Analyst. During the years as a Manufacturing Process Analyst, Julie learned and developed her Lean thinking skills, became a Certified Accelerated Improvement Workshop leader, and had several opportunities to work with the Shingijutsu Consulting Firm in formal Kaizen events. In her spare time, Julie enjoys traveling to warm, sunny oceanic destinations, gardening, bicycle and motorcycle riding, playing Texas Hold’em, and spending time with her husband in all of these various hobbies. Jason Schulist joined Appvion as Vice President of Continuous Improvement in September 2013. Appvion’s CI Deployment was awarded Runner-up in the PEX Global Award for Most Innovative Culture Change Deployment for 2016. Prior to joining the company, Mr. Schulist served as DTE Energy’s Director of Project Management, Engineering, & Construction and Director of the Program Management Office (PMO) from May 2010 to September 2013 managing a $1B portfolio of projects. He also led DTE Energy’s continuous improvement efforts as Director of Continuous Improvement from January 2007 to May 2010 saving over $700M while building CI capability and winning the IPQC’s Best Process Improvement Program in 2010. Prior to DTE Energy, Mr. Schulist held management positions in lean operations, business development, and corporate strategy with General Motors. Mr. Schulist earned a bachelor’s degree in Electrical Engineering and Computer Science from Marquette University in 1991 and a Master’s of Science in Electrical Engineering and Computer Science and Master’s of Science in Management from the Massachusetts Institute of Technology in 1997. Mr. Schulist is a Lean Six Sigma Black Belt and has a Project Management Professional (PMP) certification. He has a passion for sustainable local community and has founded the Skillsfest movement that applies Continuous Improvement to community problems. He is a co-founder of the Michigan Lean Consortium and past Chair. He

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currently serves on the Boards of Recovery Park in Detroit, MI and the United Way of the Fox Cities in Menasha, WI.

Day 2: Friday 19th

Part 3: Katacon Keynotes

KCK7: Lean Meets IT: How KATA Can Help! Adam Light Today’s world of goods and services runs on software. Enterprises that deliver software rapidly and support and maintain software reliably enjoy a truly sustainable advantage. As a Lean practitioner, how can you engage your IT department to improve your organization’s products and processes? And how can you share what you’ve learned about Lean and the Toyota Kata with your colleagues in IT?

Find out how to combine your Lean knowledge and the Toyota Kata to foster ongoing, coordinated, improvement in a software environment. Knowledge work – such as software development – differs from manufacturing, production, and services work in several important ways, so the first step is learning to speak to relevant issues in terms that everybody understands. Once you can translate, you’ll be able to generate quick wins and generate excitement by integrating the Improvement Kata and Coaching Kata with familiar Agile methods. And by helping leaders at all levels become aware of their processes starting from the bottom up you will enable them to see their place in the value stream and improve the enterprise work system overall.


Why knowledge work is different from production work and how to modify your use of the Toyota Kata accordingly

How to communicate with software delivery teams and their leaders about Lean concepts and the Toyota Kata

Practical techniques for gaining traction with the Improvement Kata and Coaching Kata in the IT department and continuing change and improvement once you’ve gotten started


Adam Light is Management Consultant and Principal at SocioTech where he helps technology leaders use Lean and Agile methods to build innovative high-performing organizations. Working mainly with enterprise clients, Adam focuses on pragmatic techniques that increase organizational capacity by improving leadership capability. He helps people learn to think and act differently by deepening their understanding and building their skills.

Adam began his career as a software developer before becoming a manager of projects and people and has more than 20 years of technology experience. He first experienced the power of Lean and Agile methods as Director of Planning and Program Management at TransUnion. Since 2008, Adam has grown his consulting practice by seeking knowledge of new and better

management methods at every opportunity. His search led to the Toyota Kata and he’s been helping IT departments use the Improvement Kata and Coaching Kata since 2014.

KCK8: Kata in a Year: Aware… Do…Teach Nathan Sylvester We will share the first chapter of our organization’s journey to globally deploy the improvement and coaching kata in an effort to create an army of scientific thinkers that embed striving and learning into their daily work. The outcomes and learning from navigating the path of uncertainty to achieve this include:

Building coaching capacity through kata skill camps, daily practice and master coaching,

Developing of Advance Groups to guide site and regional level skill development and deployment,

Aligning US and European deployments that were initiated by different external coaches, and

Creating awareness and commitment with leadership and across the organization.

We will share how these building blocks have been essential to changing the culture to accept small failures as learning opportunities, how the kata routines provide a means to achieve tough organizational goals, and the obstacles that we are still working to overcome to assemble our army.


Nathan Sylvester is the Senior Manager of Americas Sourcing, Learner and Coach at Kennametal Inc., a global manufacturing company that delivers productivity to customers seeking peak performance in demanding environments by providing innovative custom and standard wear-resistant solutions. Nathan has been leading lean efforts from the shop floor to the global supply chain since 2007. After attending KataCon 2 in 2016, he led a team to introduce Kata across the organization. He earned his MBA from East Tennessee State University and BS in Management and Operational Excellence from Saint Vincent College. Nathan is an avid long distance runner, outdoor enthusiast and family man with three young children. He resides in Ligonier, Pennsylvania.

KCK9: Telling the Story of Technology Discovery Mike Blaha Often we struggle when testing and developing new technologies to tell the story of how we came to the solution we’ve landed upon and delivered. In cloud development we use discovery technique which often involves testing new ideas to see if they solve the problem and bring the expected value we’ve intended to develop. This process often starts with an idea “a” that morphs and transforms into a product/technology “z”. Because of their position, executive leaders often don’t get this story which can lead to frustration and churn.

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During this presentation I will dive into how we use the Kata to tell the story of learning and evolution of ideas to executive leaders.


About new technology development and learning

Telling the story of the evolution of ideas to leaders

Common cloud development problems About the Facilitator

Michael Blaha is currently a manager in the cloud infrastructure team that helps design and build the new services and technologies that power Optum Cloud.

Helping to catalyze a Lean and Agile evolution in our corporate culture, Michael has been a change agent and proponent of extensive adoption of Kanban and DevOps in Optum’s organization.

Michael has incorporated aspects of Lean Startup, Kanban, and Toyota Kata into a framework of discovery and implementation that help underpin the portfolio for Optum’s technology delivery.

He has consulted with many teams within Optum and outside the organization on how to catalyze Kanban and Agile adoption within large organizations. His experience allows him to coach and advise every level of the org from the C level down to individual contributing teams. His experience as a practitioner gives him the unique opportunity to lead based on the deep tactical and technical experience he has accumulated from directly applying these methodologies with proven results.

Part 4: Conference in a Conference

Healthcare Practitioner Panel Skip Steward Skip Steward develops, administers, directs and implements performance improvement activities for the Baptist System including identifying inefficiencies; implementing strategies to improve quality, service and finances; and fostering a culture of continuous improvement and excellence.

Mr. Steward is an award-winning leader who has implemented streamlined business systems that deliver significant contributions to the bottom line, while increasing employee performance and improving productivity. He is recognized for superior project management and communication skills and has spoken both nationally and internationally.

He earned a MBA and is experienced in diverse industries including automotive, machining, food, process, service and healthcare. Mr. Steward is a Shingo examiner and a certified quality engineer (CQE), certified six sigma black belt and certified lean champion.

Guest Panelists

Brandon Brown, Beth Carrington, Hannah, Marci McCoy

Software Development Practitioner Panel Håkan Forss & Gary Perkerwicz Håkan Forss is a Lean/Agile Coach, public speaker and author. Håkan coaches, mentors and teaches Lean and Agile thinking, methods and tools to organizations, teams and individuals. He develops people’s ability to continuously learn and improve how the work is done. Håkan has an extensive background in developing software both as a system architect and as a system developer. He is an active member of the Kanban, Lean and Agile communities. You can find Håkan’s random thoughts at http://twitter.com/hakanforss and http://hakanforss.wordpress.com

Gary Perkerwicz has worked at Orbital ATK for 30 years. Over that time, he has been an IT manager and QA lead on a number of teams responsible for supporting and maintaining mission critical Enterprise systems. Currently Gary is using the Kata in his work with Automated Testing and evangelizing its use within and outside the organization.

Guest Panelists

Michael Blaha & Adam Light

Kata in Manufacturing Sheila Cuyler & Natalie Tan Guest Panelists

Nathan Sylvester, Scott Simmons & David Rau

Kata in Office/Service Karyn Ross Karyn Ross is a lean consultant and executive coach focused on creating sustainable business culture change in service organizations. She has worked with companies such as Paychex, PrimePay, Zurich insurance, and National Taxi Limo to help them develop a culture of creativity and improved business practices. A regular contributor to the Lean Leadership Ways Industry Week blog, she has also written for The Lean Management Journal and Industrial Engineer magazine. Ross is a practicing artist and resides in Naperville, Illinois.

Guest Panelists: Betty Gratopp, Dennis Gawlik, & Dana Markunas

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Summit Reflection & Kata Practitioner Day Updates Michael Lombard, Melissa Perri, & Mike Rother

This is the last time we’ll gather as a group. Hear from Michael, Melissa, and Mike as we bring our KataCon experience together with some future challenges for us as a Kata Community.

Part 5: Putting It All Together

Kata in the Classroom Pia Anhede Scientific thinking is a life skill. It’s the basis for creativity and successfully pursuing seemingly unattainable goals. The Kata in Classroom exercise makes it a teachable skill that anyone can learn — by combining a simple scientific striving pattern with practice routines called Kata — and helps you teach meta-cognitive strategies

KiC, is a hands-on activity, which only takes 50 minutes to run. The simulation is run successfully by teachers in school but also in business settings. In the simulations the participants are involved in experimenting and learning through working with a puzzle in a number of short intensive rounds. They will follow the Improvement Kata and train a simple coaching kata and will through this exercise train new behaviors in an effective and fun way.

In this session you will …

A 50-minute hands-on activity that involves student teams to understand systematic scientific thinking

How to teach and coach your student to create creativity

The basic thinking and benefits behind Improvement Kata


Pia Anhede is an acknowledged leader in the area of implementing lean, organizational change and creating system of continuous improvement with sustainable results. Her main focus is building capability through an integration of training, implementing and coaching closely with clients. Pia has been working in a broad range of industries both in manufacturing, service, public sector, schools and healthcare. She has been involved in a wide range of large-scale improvements in over 15 countries and her clients have included TetraPak and its supply chain suppliers, SKF, Volvo Cars, Volvo Trucks, Gambro (Swedish Lean Prize Winner 2013), IKEA, Scania, Swedish Television, Skåne University Hospital. She has extensive training in improvement tools and methods from both Japanese experts (JMAC, Shingijutsu, Gemba Research and at Toyota) and global Lean experts (Mike

Rother, Jeff Liker, Peter Hines, John Seddon, Steven Spear, etc) in over 20 years. She has written numerous articles, co-written books and developed and run numerous on-the-job workshop training of both top management and shop floor personnel. She has developed and delivered different Lean management games (Lean Production, Supply Chain, Lean Knowledge Builder and Lean Development) and trained well over 400 people and organizations in Europe and Asia in 10 languages.

Joakim Hillberg is an acknowledged lean expert, whose focus is building lean capabilities through integrating training and coaching. Since 1991, Joakim has been involved in lean transformations in over 15 countries in a multitude of sectors from heavy industry, television shows to healthcare and schools. Together with Pia Anhede he runs the boutique consultancy Revere AB and proudly have two clients who have won the Swedish Lean Price. He has trained with lean experts in and from Japan and beyond. He has written articles, co-written books, and developed a multitude of on-the-job workshop trainings for Sweden’s largest lean training organization since over 10 years. As part of the training Joakim and Pia have developed and used several lean management games and trained well over 400 game facilitators and organizations in Europe and Asia. Joakim has been chairman, active on the board and contributing to Lean Forum from the start, Lean Forum is a Swedish non-profit with over 5,000 members. He has an MSc from Chalmers and an MBA from INSEAD.

Open Space Håkan Forss If you were planning the agenda for this year’s Summit, what sessions would you have added? Well, here’s YOUR chance to set the agenda! You will have, or may have already had during the event registration process, an opportunity to propose specific topics to discuss with fellow participants in small group conversations. In this engaging session, these proposed topics will be opened up for small group discussion facilitated by Håkan Forss.


Håkan Forss is a Lean/Agile Coach, public speaker and author. Håkan coaches, mentors and teaches Lean and Agile thinking, methods and tools to organizations, teams and individuals. He develops people’s ability to continuously learn and improve how the work is done. Håkan has an extensive background in developing software both as a system architect and as a system developer. He is an active member of the Kanban, Lean and Agile communities. You can find Håkan’s random thoughts at http://twitter.com/hakanforss and http://hakanforss.wordpress.com

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