Lean Cultural Transformation Assessment

Crafting a sustainable organization requires dramatic changes to processes, systems, and cultural behaviors.

This assessment will help you focus on the cultural factors that impact the transformation to a sustainable organization.

Section 1: Leadership - How well is your executive team doing?

Has a lean transformation been identified as a top priority?

Lean has not
been identified as
a top priority
In betweenLean is just one
of way too many
top priorities
In betweenLean is a top
priority and everyone
knows how it
relates to their role
1-1.  Priority

Is there effective communication about the vision for the future and the challenges to address?
Announcements from
executives focus
on cost control
and cheerleading
In betweenPeople are informed
about items that
management believes
they need to know
In betweenEveryone understands
the need for change
1-2.  Communication

Is there a real commitment from your executives?
Executives make big
announcements and then
nothing happens
In betweenLeadership is engaged
in our improvement efforts
but we are not effective
In betweenLeadership knows when
to help and when to
stay out of the way
1-3.  Commitment

Does your supervisor value your opinion?
My supervisor never
asks for my opinion
In betweenMy supervisor has asked
for my opinion within
the last month
In betweenMy supervisor has
asked for my opinion
within the last week
1-4.  Supervisor

Section 2: Knowledge - Is there a solid understanding of lean concepts?

Does everyone understand the basic definition of lean?
We think of lean
as a cost
cutting program
In betweenWe use lean
to improve
In betweenWe see lean
as the systematic
elimination of waste
2-1.  Definition

Is your journey built upon the 5 principles of lean?

Few people
know the 5
principles of lean
In betweenMany people know the
5 principles of lean
but we don't
practice them
In betweenEveryone uses the
5 principles of lean
to guide improvements
2-2.  Principles

Are you working to eliminate the 7 types of waste?
Few people know the
7 types of waste
In betweenMany people know
the 7 types of waste
but we don't focus
on their elimination
In betweenEveryone is focused
on eliminating the
7 types of waste
2-3.  7 Types of Waste

Have people been trained to use the techniques in the lean tool box?
Training is expensive
and we find that trial
and error works best
In betweenKey people take
specialized training
and then tell the
rest what to do
In betweenI have been trained
on the lean tools
that we use
2-4.  Training

Section 3: Teamwork - How well are people working together?

Who works on improvement projects?

Only management
and experts work
on improvements
In betweenWe have a few
teams working on
improvement projects
In betweenI have participated in
a Kaizen Blitz event
in the last 30 days
3-1.  Kaizen Blitz

How do you handle disagreements and differences of opinion?
We avoid or ignore
conflict until it explodes
In betweenWe tend to blame
people before looking
for a process failure
In betweenWe view conflict as an
opportunity to improve
a defective process
3-2.  Conflict

Are you working with your customers, such as internal coworkers, who rely upon the work that you do?

I do not know
the people that are
customers of my work
In betweenI know what the
customers of my
work expect
In betweenMy team has
talked with our
customers to specify
their requirements
3-3.  Customers

Are you working with your suppliers, such as internal coworkers, who provide you with materials or information?
I do not know
the people who are
my suppliers
In betweenMy team has provided
our suppliers with
our requirements
In betweenMy team has worked
on an improvement
project with our suppliers
3-4.  Suppliers

Section 4: Alignment - Which areas of your organization are engaged in your lean transformation?

Is there a focus on creating a sustainable organization?

Few people know
the elements of a
sustainable organization
In betweenWe know the elements of
a sustainable organization
but we are not
seeking to create one
In betweenEveryone is committed
to creating a
sustainable organization
4-1.  Sustainable Organization

Is there engagement from all areas in your organization?
Lean is just talk
or is isolated to
just a few areas
In betweenThere are active
lean projects in
almost all areas
In betweenWe have all areas
working on lean
with many cross
functional projects
4-2.  Engagement

Do performance measurements encourage the right behaviors?
Measurements seem
to be on a need
to know basis
In betweenMeasurements focus
on individual efficiency
In betweenEffective team
are in place
4-3.  Measurements

We are effective problem solvers by finding and eliminating the root causes.
4-4.  Problem Solving

Section 5: Results - What progress is being made?

How excited are you about the future for you and your coworkers?

This place is
worse than it
was last year
In betweenThis place is
about the same
as last year
In betweenThis is a great
place that is
headed in the
right direction
5-1.  Momentum

Is there recognition for the success and efforts of teams working to make improvements?
People get a
paycheck and that
is enough recognition
In betweenPeople are recognized
for exceptional results
In betweenTeams are recognized
and encouraged
for all efforts
5-2.  Recognition

Are you benefiting from collaboration with your local lean community?
We do not learn
from others or share
our accomplishments
In betweenWe are learning
from others in the
lean community
In betweenWe are recognized
leaders in the
lean community
5-3.  Community

Have you benefited in terms of "return on investment" from your lean transformation program?

There has not
been significant
ROI from our
lean program
In betweenWe have not
communicated the
benefits from our
lean program
In betweenWe have increased
revenue and
decreased costs
5-4.  Return on Investment

Section 6: Survey Code

Enter your survey code if you have one:
6.  Survey Code