1. Improvement Guide Workshops Chapters 1-14 Suggested Workshops for participants who are applying the Improvement Guide to Projects

2. Adult Learning Theory Guides BB Development TRAINING MODE UNDERSTANDING OF MATERIAL (KNOWLEDGE) ABILITY TO DEMONSTRATE NEW TOOLS & CONCEPTS (SKILL) ABILITY TO APPLY TO NEW SITUATIONS (APPLICATION) Lecture/Information Transfer 80% 10% 0% Demonstration/ Modeling 100% 30% 0% Practice/ Exercises 100% 70% 20% Exercises in Application Area 100% 90% 50% Coaching/Review/ Reinforcement 100% 80% Note: Percentage in table is the percentage of students demonstrating competence in the three effectiveness categories Source; University of Oregon, Dr. Joyce and Dr. Showers. ( Student Achievement Through Staff Development: Fundamentals of School Renewal by Bruce R. Joyce and Beverly Showers, Longman Publishing Group; 2nd edition (February 1995)) Bruce R. JoyceBeverly Showers

3. Norms: Improvement Guide Workshop and Traditional Approach to Training & Education Traditional Training Case Studies – Predictable Solution leads to a defined set of tools & methods – Learn by example; practice with case studies. Known outcomes. – Usually “tame problems.” Passive Learning Lecture book, or listing of presentation slides Subject/Instructor Focus Understanding topics Improvement Guide Workshop Real Project – Project influences which tools and methods will be emphasized. – Theory Based Approach; Outcomes are unknown. – “Wicked problems” Active Learning Reference Materials; context is critical! Adult Learning Focus Learning to Apply to New Situations

4. Chapter 1:CHANGES THAT RESULT IN IMPROVEMENT Draft a charter for a potential improvement effort: Answer questions one and two of the Model for Improvement. (personal or related to your job) – Option: Use the form that has been provided Apply the five fundamental principles to the personal project identified in the Introduction to the book. Option: Individual or team activity.

5. Chapter 2: Skills to Support Improvement Using the Six Skills we will begin with Using Data: Refer to Table 2.1 Types of Data to Support Improvement Efforts. – Consider the measures related your project or to the CanDew Service Company. What type of data relates to these measures? Continuous Count Classification What people think, how they feel about something Ratings Rankings

6. Chapter 3: Case Studies The assignment was to read the Case Studies. – In light of the project you are addressing, which case study may be similar? – Given how the Six Skills (See p. 27-28) were applied in the case study, what learning can be transferred to your project? – Are there obvious changes or tests that can be applied to your project? – Be prepared to share with our workshop and list ideas on a flip chart by the Six Skills.

7. Chapter 4: The Science of Improvement Note to Instructor, see next slide for workshop Explain Workshop and assign or have people self select which flip chart for which they wish to start the workshop (See Set-up slide) Allow 8-10 Minutes for each of the original groups to place the key ideas. Rotate each group to through the flip charts having one person stay behind to give a short overview of what was placed on the chart. Allow approximately 5-7 minutes for each group to learn and then add to the original list.

8. Chapter 4 (continued) Review of System of Profound Knowledge Team 1: Variation Team 2: System Team 3: Knowledge (Theories on how we learn, how we know what we know) Team 4: Psychology Find a table for which you can contribute For each team list the key ideas associated with each theory from your current knowledge

9. Chapter 5: Model for Improvement Part 1 Workshop Using the Charter example on p. 91 and Standard Format for charter in Appendix B on p. 445 develop a charter for their project. – Forms are available for download at: www.pkpinc.com/IG/Forms Be prepared to present the charter to our workshop.

10. Chapter 5: Model for Improvement Part 2: Workshop Identify a PDSA cycle for the project defined in the first workshop: – Complete a PDSA cycle using the Forms in Appendix B; pp. 447-451 – www.pkpinc.com/IG/Forms www.pkpinc.com/IG/Forms Be prepared to share the Plan part of the PDSA cycle with the workshop

11. Chapter 6: Developing a Change Using the change concepts listed on p.132 have each workshop participant or team review the list. – Select those change concepts that might apply to the charter written from Chapter 6. – Create a specific change from ideas generated from one or more change concepts to develop change which could be tested. Be prepared to share with the workshop Note to Instructor: You may find it useful to use the Driver Diagram with your Students. See the workshop in Chapter 11.

12. Chapter 7: Testing Aim: Develop a PDSA Test Cycle for the Improvement Project. – During this workshop, we will develop a PDSA Cycle for a test of a change. Consider using the change concept developed as an assignment from chapter 6 For each team or individual workshop participant do the following: – 1. Answer the questions on pgs. 168 -170 on “Strategies for Testing.” – 2. Develop a Testing PDSA cycle using the Form on p. 171.

13. Chapter 8: Implementing a Change Aim: Plan an Implementation PDSA cycle for your project. – During this workshop, we will develop a PDSA Cycle checklist for the implementation of a change: – Develop an Implementation cycle using the Form on p. 185. – Have each workshop participant prepare the worksheet and be prepared to present.

14. Chapter 9: Spread Aim: Develop a spread strategy for your improvement project. – During this workshop, we will consider some ideas that might be useful for spreading ideas relative to our projects. – Using the worksheet on p. 201, Assess ideas from your project that might be useful for spread. Optional Assignment: – Have each workshop participant prepare the worksheet and be prepared to present. Identify a change that you deem important that would benefit society. Using Table 9- 5, p. 211, develop a spread work plan for this change.

15. Chapter 10: Integrating Methods for Improvement of Value Aim: During this workshop, we will consider the some ideas that might be useful for identifying change concepts for the categories of improvement. – Identify the category of improvement for which your project is associated. – Review the change concepts that might be useful for your project; Category I: See Table 10.1: Change Concepts Useful for Redesign, p.221. Category II: See Table 10.3: Change Concepts for Reducing Costs, p. 227. Category III: See Table 10.5 Change Concepts for Increasing Demand, p. 232

16. Chapter 11: Improving Large or Complex Systems Aim: Develop a Driver Diagram for your project – During this workshop, we will practice developing a driver diagram for an individual or team project in the workshop. – Refer to Figure 11.4 and Appendix B; pgs. 429- 430, Figure B.14 – Using these examples develop a driver diagram for your improvement project.

17. Chapter 12: Case Studies The assignment was to read selected Case Studies. – In light of the project you are addressing, which case study may be similar? What concepts, methods and tools can be transferred to your project? Are there obvious changes or tests that can be applied? Be prepared to share with our workshop Optional: Consider the Lens of Profound Knowledge, how did the following apply to your project: – Theory of variation? – Systems theory? – Theory of knowledge? – Human side of change?

18. Chapter 13: Making Improvement of Value a Business Strategy Aim: Develop a conceptual view of the system where your project resides. During this workshop, we will practice developing a conceptual view of the organization viewed as a system for an individual or team project. – Refer to Deming’s conceptual view of the organization viewed as a system in Figure 13.3; pg. 313 – Refer to Figure B.1 on p. 414 for an example of a conceptual view of a bank viewed as a system. – Using these examples develop a conceptual view of the system where your project resides.

19. Chapter 14: Developing Improvement Capability Consider the course of study that you are now taking. Review Table 14.3 (see p. 339): – How have the various methods been used to ensure that learning has taken place? – Where would you place your acquired skills? Understanding Ability to demonstrate? Ability to apply to new situations? – What could you do to enhance your own learning experience?