Listed below
is an annotated bibliography of the presentations on the TOC thinking processes
made at the annual TOCICO International Conference (2003-2013) and TOCICO
webinars (2010-2013).
Aoki, N. (2005). Using the TP for medical error reduction. TOCICO
International Conference: 3rd Annual Worldwide Gathering of TOC Professionals,
Barcelona, Spain, Goldratt Marketing Group.
This presentation discusses the scope of medical
errors and compares the number of deaths from medical errors (98,000) to
traffic deaths (43,000), deaths from cancer (42,500), and deaths from AIDS
(16,500). Patient case studies are
described illustrating the causes of medical errors. The thinking processes (TP) are used to
analyze this medical errors case; to develop a solution to prevent the errors;
and to establish consensus among medical professionals. Several undesirable effects (UDEs) were
surfaced related to the medical errors; the three-cloud approach was used to
build a generic core conflict cloud. This cloud was comprised of objective (A)
To provide high quality (e.g. timely and safely) care for each patient; (B)
Respect autonomy of each professional to maximize their activities; (D) Work
independently and have the responsible physician manage patients; (C) Reduce
risk of medical errors and check the status during the process; and (D’) Work
as a team based on standardized processes.
The current reality tree was built connecting all UDEs. The assumptions of the core conflict cloud
were surfaced and injections identified.
The future reality tree was constructed to achieve the desirable effects
based on the injections.
Arai, H. (2009). Myths about product registration of medical devices in
Japan. TOCICO International Conference: 7th Annual Worldwide Gathering of
TOC Professionals, Tokyo, JP, Goldratt Marketing Group.
Due to its rapidly aging population, Japan has been a
very attractive market to medical device manufacturers. This presentation
introduces organizational efforts for improving its performance using the
concepts of TOC, such as critical chain project management (CCPM) and the
thinking processes (TP). Internal touch-time to register a product has been
shortened by about 30-70% in a multiple projects environment with less people
and without compromising compliance.
Baptista, H. (2009). Anatomy of a Viable Vision S&T. 1st Annual
North American Regional TOCICO Conference, Tacoma, WA, Goldratt Marketing
Group.
The Viable Vision (VV) strategy and tactic (S&T)
trees are both powerful and insightful, but present apparent divergence with
previous well-established TOC processes, in particular the thinking processes
and the five focusing steps. This presentation closes these gaps and presents
the inner structure of the VV S&Ts and how they should be understood both
in terms of modifications and in terms of execution.
Baptista, H. (2009). Weaving together the thinking processes and the
strategy and tactic trees. TOCICO International Conference: 7th Annual
Worldwide Gathering of TOC Professionals, Tokyo, JP, Goldratt Marketing Group.
This presentation was given by Guilherme
Almeida. In the past few years strategy
and tactic trees (S&T) re-emerged as a powerful tool to guide large
projects like Viable Vision (VV) ones. The cause-and-effect logic is apparent
in the S&Ts, but it is not clear how the S&Ts relate to the thinking
processes (TP). This presentation maps the logic and communication used in the
TP and the S&Ts to their roots and reconnects these two thinking tools. The
presentation covers where the TP intersects with the S&Ts and where they
don’t, what the boundaries and applicability of each are and how they should be
used in concert.
Baptista, H. (2012). Three layers of cause and effect. TOCICO
International Conference: 10th Annual Worldwide Gathering of TOC Professionals,
Chicago, Il, Theory of Constraints International Certification Organization.
The TOC thinking processes (TP) capture and
communicate effectively a number of instances of cause-and-effect logic, but
sometimes even a sound logic TP diagram may not capture nor communicate a good
enough model of reality. In this presentation besides the causality layer two
other layers of assumptions that underpin cause-and-effect thinking as well as
practical examples of their use are presented. Then the consequences for the
form and use of TP tools are explored.
Baptista, H. (2013). Three layers of cause and effect (Encore).
TOCICO International Conference: 11th Annual Worldwide Gathering of TOC
Professionals, Bad Nauheim, Germany, Theory of Constraints International
Certification Organization.
The TOC thinking processes (TP) capture and
communicate effectively a number of instances of cause-and- effect logic, but
sometimes even a sound logical TP diagram may neither capture nor communicate a
good enough model of reality. In this presentation besides the causality layer
two other layers of assumptions that underpin cause-and-effect thinking as well
as practical examples of their use will be presented. Then the consequences for
the form and use of TP tools will be explored.
Baptista, H. (March 19th, 2010). Weaving together the thinking processes
and the strategy and tactics trees. TOCICO Webinar Series. TOCICO, Theory
of Constraints International Certification Organization.
In the past few years Strategy and Tactic trees
(S&Ts) re-emerged as a powerful tool to guide large projects like Viable
Vision ones. The cause-and-effect logic is apparent on the S&Ts, but it is
not clear how do the S&Ts relate to the thinking processes (TP). This
presentation maps the logic and communication used in the TP and the S&Ts
to their roots and reconnects these two thinking tools. The presentation will
cover where the TP intersect with the S&Ts and where they don’t, what are
the boundaries and applicability of each and how they should be used in
concert.
Barnard, A. (2003). Insights and updates on the theory of constraints
thinking processes. TOCICO International Conference: 1st Annual Worldwide
Gathering of TOC Professionals, Cambridge, England, Goldratt Marketing Group.
The objective of this presentation is to share some
insights for further development on simplifying and possibly improving some of
the key TOC thinking processes (TP) tools used to enhance our ability to
construct and communicate solutions that solve problems… The presentation is
organized to provide: 1. An executive overview of the TOC describing how the TP
simplifies complexity by providing the processes and insights to find the few
leverage points that govern performance for building the necessary levers
(holistic rules) to improve the system as a whole. 2. The Viable Vision is applying the TOC
five-focusing steps to the boardroom and using the TP to overcome situations
where the company is stuck… 3. Strategy & tactics (S&T) tree can be
used to expose inherent conflicts, to identify the problems that block
exploitation and/or elevation as the starting UDEs to improve speed and
reliability of the analysis. Five types of assumptions can be used to check
S&T logic: 1. Assumption of group sufficiency –missing link. 2. Assumption of part sufficiency – weakest
link. 3. Assumption of part necessity –
conflict condition. 4. Assumption of
best alternative – best practice considering limitations. 5. Assumption of
sequence – focus/priority condition. The
causes of these erroneous assumptions are due to a lack of understanding of the
system not understanding the governing laws and its system constraint.
Barnard, A. (2007). Doing MORE with LESS in LESS TIME within the public
sector in Africa. TOCICO International Conference: 5th Annual Worldwide
Gathering of TOC Professionals, Las Vegas, NV, Goldratt Marketing Group.
The simplified TOC TP roadmap is used to find and
overcome limiting paradigms/rules. This presentation describes each step of the
simplified TP process: Step 1. Why change. Step 2. What to change. Step 3 To what to change. Step 4. How to cause the change. Step 5. How to
measure and create POOGI. In step 1 the
five focusing steps and thinking processes are used in identifying the inherent
potential or performance gap. In step 2
insights are gained by defining UDE’s as unresolved conflicts. In step 3 four simple ways to break any
conflict with a win: win solution are given.
The application of the approach to a public sector case study on solid
waste management and water supply management in four locations is provided.
Barnard, A. (2013). Strategy and tactic (basics workshop). TOCICO
International Conference: 11th Annual Worldwide Gathering of TOC Professionals,
Bad Nauheim, Germany, Theory of Constraints International Certification
Organization.
The introduction by Dr. Eli Goldratt in 2002
(Goldratt 2002) of a 'new' TOC-based Thinking Process (TP) called a 'Strategic
& Tactics' tree (S&T) is being viewed by more and more executives and
managers, as one of the most important breakthroughs in ensuring that holistic
business or organization strategies are defined, properly validated,
communicated and implemented to achieve harmony within organizations. The
S&T can for the first time provide us with a practical process and logical
structure for defining and communicating all the necessary and sufficient
changes as well as the sequence of implementation of these changes to achieve
more goal units for the organization. It not only answers the question WHAT and
HOW, but as importantly the WHY. This Basics Workshop provides attendees with
an introduction to Strategy & Tactic trees, how to create and use these to
communicate changes within an organization and also how organizations can use
these to address the common engines of disharmony within organizations that
waste their scarcest resource – management attention. The workshop includes a
real-life example and new developments to significantly simplify the process to
create and validate S&Ts.
Bergland, S. and Z. Bar-El (2008). Breaking the market constraint - The
speed to invent. TOCICO International Conference: 6th Annual Worldwide
Gathering of TOC Professionals, Las Vegas, NE, Goldratt Marketing Group.
This presentation describes breaking a market constraint using the
thinking processes and TRIZ. The
customer doesn’t want a product or service but a solution to their problem. The solution must provide a win-win for the
customer and the supplier. Your company
must construct an unrefusable offer (URO).
Five steps in constructing a URO using the thinking process are: 1.
Determine the core conflict responsible for some/many of the market’s
significant problems. 2. Determine what
changes your organization must make internally to solve the market’s core
problem; 3. Construct a solution, an offer your organization can provide to
resolve that core conflict; 4. Develop
an implementation plan that addresses the obstacles blocking the implementation
of the solution; 5. Learn how to sell the URO to the market, as well as to your
own organization. TRIZ is described including Anticipatory Failure
Determination, Directed Evolution, Inventive Problem Solving, and Control of
Intellectual Property. The use of
S-curve analysis and TRIZ is discussed with examples illustrating innovative
solutions. The TP can then be used to
understand the undesirable effects of the customer that your organization can
impact to create a competitive advantage.
Berniker, E. (2009). Sociotechnical systems. 1st Annual North
American Regional TOCICO Conference, Tacoma, WA, Goldratt Marketing Group.
Systems theory is a collection of models and
approaches that distill a wide variety of observed phenomena into what is hoped
is a coherent, integrated framework. Necessity requires that all modeling
collapse some dimensions in order to focus attention to particular concerns.
Thus, all of our systems approaches are necessarily incomplete.
Chaudhari, C. (2013). Application of TOC in the live animal farming’ industry. TOCICO
International Conference: 11th Annual Worldwide Gathering of TOC Professionals,
Bad Nauheim, Germany, Theory of Constraints International Certification
Organization.
Five focusing steps, and several TOC solutions /
processes are widely used in various industries for improving the performance
of a system. However TOC solutions are not implemented / developed widely in
the industry that deals with ‘live animal farming’. These environments are much
more complex than any other environments as it deals with ‘live animals’. Some
of unique characteristics of this environment makes it challenging to manage
i.e. inventory of live animals can’t be held for too long as it consumes food
(truly variable cost (TVC) goes up), mortalities reduces potential throughput,
sales price of products vary on a daily basis like other commodity, etc. When
the authors could not develop a good solution using the ‘five focusing steps’
implementation in ‘live chicken farms’, they applied the ‘thinking processes’
(TP) to develop TOC-based solutions. Implementation of the solutions in a
chicken farm environment delivered good results in very short time. The process
was further converted into a standard guideline/process for analyzing other
‘live animals farming’ environments. Processes were tested to develop solutions
for ‘cow farming’, ‘calf growing’ and ‘pig farming’ environments. With the help
of some relevant companies, solutions for ‘cow farming’ and ‘calf growing’
environments were practically tested.
Choi, W. (2009). Using TOC thinking tools to write a logical
argumentative composition. TOCICO International Conference: 7th Annual
Worldwide Gathering of TOC Professionals, Tokyo, JP, Goldratt Marketing Group.
While there are numerous applications of TOC thinking
processes (TP) in the business sector and other non-business sectors such as
education field, it is very hard to locate the application of TP in writing a
rigorous composition. It is not the technical skill of expression but the
thinking capacity that is the most important ingredient for writing a good
logical argumentative composition. In order to write a good argumentative
composition, the framework of the logical development based on the critical thinking
should be designed first. This presentation describes such an approach.
Choi, W. (March 22nd, 2010). Using TOC thinking tools to write a logical
argumentative composition. TOCICO Webinar Series. TOCICO, Theory of
Constraints International Certification Organization.
While there are numerous applications of TOC thinking
processes (TP) in the business sector and other non-business sectors such as
the education field, it is very hard to locate the application of TOC TP in
writing a rigorous composition. It is not the technical skill of expression but
the thinking capacity that is the most important ingredient for writing a good
logical argumentative composition. Explicit analysis of the issue should be
made thoroughly and the foundation for the argument should be provided to
communicate the idea to the others effectively. In order to write a good
argumentative composition, the framework of the logical development based on
the critical thinking should be designed first.
In this presentation, it will be shown how the TOC TP can be effectively
used to build up the framework of the logical argumentation. The process of
using the TOC TP for writing an argumentative composition will be introduced
along with a standard template of the use of the TOC TP. Experiences with this
template and its extensions will be shared in this presentation.
Choon Ean, K. (2006). 100 kids, 100 clouds, 100 days. TOCICO
International Conference: 4th Annual Worldwide Gathering of TOC Professionals,
Miami, Fl, Goldratt Marketing Group.
This presentation describes a project of TOC for
Education in Malaysia describing what to change, what to change to and how to
cause the change, the project 100 clouds and the analysis, findings, and
implications of the project. This
history of TOCfE in Malaysia is provided.
The project 100 clouds is described. The goal of the project was to give
students the problem solving skills they needed. 100 students ages 13-14 from three schools
were taught the evaporating cloud tool and constructed one cloud a day for 100
days. A post-test was given to the
students that completed the assignment to see if they internalized the use of
the evaporating cloud in their problem-solving skills. Some students did not complete the
assignment, others did not take the post test, some that completed the 100
clouds did not internalize the issue of the tool, etc. The results are presented for each
grouping. The primary conclusion was
that most children that completed the assignment learned to use the cloud in
their lives.
Cohen, O. (2006). Capturing knowledge with the U shape TOCICO
International Conference: 4th Annual Worldwide Gathering of TOC Professionals,
Miami, Fl, Goldratt Marketing Group.
This presentation describes the use of the letter U
to link the parts of a TOC analysis and solution together. The left side of the U-shape represents the
problem with the top being the poor performance measures, the middle
representing the undesirable effects analysis and the bottom left being the
core problem (using the evaporating cloud).
The middle of the bottom of the U-shape represents the pivot point from
the current reality on the left side to the desired or future reality on the
right side of the U-shape. This left
side is devoted to an understanding the problem (what to change) while the
right side of the U-shape is devoted to the solution (what to change to). Opposite the core problem on the left side of
the U-shape is TOC direction of the solution; opposite the UDE analysis of the
current situation (current reality tree) is the elements of the solution
(future reality tree); and opposite the poor performance on the left side is
the high or desired performance on the right top of the U-shape.
Consulting, G. (2009). The strategy & tactic tree: Consumer goods
MTS > MTA; Viable Vision implementations. First European TOCICO Regional
Conference, Amsterdam, The Netherlands, Goldratt Marketing Group.
The consumer goods strategy and tactics tree
(S&T) is presented through level 5. The build, sustain, and capitalize
stages are provided with the decisive competitive edges. Each panel is provided giving the necessary
assumptions, strategy, parallel assumptions, tactics and sufficiency
assumption.
Consulting, G. (2009). The strategy & tactic tree: Retailers Viable
Vision implementations. First European TOCICO Regional Conference,
Amsterdam, The Netherlands, Goldratt Marketing Group.
The retailers strategy and tactics tree is presented
through level 4. The build, sustain, and capitalize stages are provided with
the decisive competitive edges. Each
panel is provided giving the necessary assumptions, strategy, parallel
assumptions, tactics and sufficiency assumption.
Danos, G. (2005). TOC journey at Dixie Iron Works. TOCICO
International Conference: 3rd Annual Worldwide Gathering of TOC Professionals,
Barcelona, Spain, Goldratt Marketing Group.
This presentation describes Dixie Iron Works journey
in Theory of Constraints. Founded in
1933 in Alice, Texas, the TOC journey started in 1992. Dixie Works was declined as a Viable Vision
client. Dixie Iron Works is in the oil
field business making high pressure plug valve (small valve $800) and high
pressure well pumps ($250,000) with 158 employees never having a layoff. Facilities are also in Canada and one coming
up in Mexico. In three weeks of
implementation we got rid of all work-in-process shelves. Last year had a 48% growth in revenue with a
141% growth in profit. Sales buy-in was
instrumental in this significant growth.
Prior to the last year or so we had only drum buffer rope (DBR)
implemented and did not leverage it to the market.
de Almeida, G. V., et al. (2012). Two sides of the same coin – a
sharper look on two organizational cultures. TOCICO International
Conference: 10th Annual Worldwide Gathering of TOC Professionals, Chicago, Il,
Theory of Constraints International Certification Organization.
The TOC thinking processes (TP) capture and
communicate effectively a number of instances of cause-and-effect logic, but
sometimes even a sound logic TP diagram may not capture nor communicate a good
enough model of reality. In this presentation besides the causality layer two
other layers of assumptions that underpin cause-and-effect thinking as well as
practical examples of their use are presented. Then the consequences for the
form and use of TP tools are explored.
de Laat, L. (2009). Using TOC to deliver IT projects on time, all the
time. First European TOCICO Regional Conference, Amsterdam, The
Netherlands, Goldratt Marketing Group.
Caesar is a medium-sized information technology (IT)
company based in The Netherlands. From 1995 when Caesar was founded until 2001
Caesar grew steadily. Following an operational excellence strategy Caesar was
able to deliver high quality IT specialists for very competitive prices. This
strategy however proved to be recession-prone. The recession of 2001 – 2002 hit
the company hard. Looking for a way to build a stronger competitive edge Caesar
embarked on a journey with Eli Goldratt in 2004. The ambitious target was to
build an IT company that would deliver all its projects on time (with the right
scope and for a fixed fee). At that moment (and many years before and after it)
project performance of IT companies was poor: typically 60-70% of IT projects
fail to deliver the right scope on time and within budget. In 2004 Caesar did
not outperform the market average. In the first six months of 2005 we
implemented a new way of working. The core improvement implemented in this
period was critical chain project management (CCPM). Although this proved a necessary
component it was not sufficient to reach the goal. A major cause for project
failure – at least in IT projects – is uncontrolled scope creep. Applying
critical chain allows for some scope creep to be absorbed but we found that an
extra injection was necessary: a scope management process that would minimize
scope changes to only the most crucial. We developed PDSM – problem driven
scope management – using the TOC thinking processes (TP) at the initiation
phase of each project to define the basis for the project scope. With a clear
problem definition we found that we could effectively manage the project scope
during the execution of the project. So much so that we can guarantee customers
that we will solve their problem on time and for a fixed fee. The guarantee
includes a penalty for late delivery. This unique approach was named Time
Value. In the first months of operation this combination of CC and PDSM gave us
very promising results: our DDP in 2005 was 80%. As we took on more projects
and more complex projects we found a number of other process improvements
(mainly from the lean / agile) were necessary to maintain a high DDP. Using the
TP in our own organization to understand the problems and develop and implement
solutions, we have been able to constantly improve our performance. In the last
three years this has resulted in 95%+ due date performance on our IT projects.
Demere, M. (2007). The Odyssey Program: Life results. TOCICO
International Conference: 5th Annual Worldwide Gathering of TOC Professionals,
Las Vegas, NV, Goldratt Marketing Group.
The panel consists of Michael Demere (moderator), his
wife, an engineer several years removed from college, a college student and a
high school student. Their insights into
attending the Odyssey course, their experiences using the thinking process
tools, the value of the tools, etc. are discussed.
Dettmer, B. (2008). Changing the status quo - Boyd's OODA loop and the
constraint management model for strategy development and deployment. TOCICO
International Conference: 6th Annual Worldwide Gathering of TOC Professionals,
Las Vegas, NE, Goldratt Marketing Group.
The presentation describes: 1. Why apathy (or
resistance to change) occurs; 2. The cognitive side of change; 3. A change
strategy (blueprint). Why do most
clients think you did a great job in presenting then nothing happens? Logic is not enough; you must overcome
emotion, behavior and motivation. These
are likely to outweigh your logic.
Efrat’s cloud of A Happiness B Satisfaction D Initiate change C Security
and D’ Resist change is discussed.
Mental maps, technology adoption life cycle, risk aversion verses risk
takers, paradigms, etc. are described and how they might fit with Efrat’s
cloud. A change implementation model is
described.
Dettmer, B. (2008). Intermediate objectives map: The cornerstone of the
thinking process. TOCICO International Conference: 6th Annual Worldwide
Gathering of TOC Professionals, Las Vegas, NE, Goldratt Marketing Group.
This presentation discusses a little used tool in the
theory of constraints thinking processes (TP), the intermediate objectives
((IO) map. Shortcomings of the future
reality tree and evaporating cloud lead to the investigation of the use of the
IO Map to overcome these shortcomings.
The presentation discusses the TP background, the role of a goal and
necessary conditions, functions of the IO map, and a practical exercise. The original TP tools and their sequence in
use was current reality tree, evaporating cloud (EC), future reality tree
(FRT), prerequisite tree (PRT), and transition tree (TRT). While the current reality tree (CRT) was the
first and most critical step as this represented the identification of the core
problem several problems existed: ponderous, too complex; too many undesirable
effects and difficulty in reaching a single core problem. The process needs focus to avoid vague
undesirable effects (UDEs) unrelated to the goal. The process should include: 1. Define the
system in question; 2. Articulate the goal of the system; 3. Determine the
critical success factors (a few instrumental terminal outcomes); 4. Define
supporting necessary conditions (usually high-level, functional in
nature). The IO map consists of a
hierarchy from goal to critical success factors to necessary conditions to….
The benefits of an IO map are discussed.
System boundaries are illustrated; span of control and sphere of
influence are discussed. A simple IO map
for a manufacturer is provided. The IO
map may be used to identify the UDEs that should be used in the CRT. This will help eliminate trivial UDEs and
simplify the CRT.
Eckerman, D. (2005). Breaking through In a sixty year culture at
LeTourneau, Inc. using TOC. TOCICO International Conference: 3rd Annual
Worldwide Gathering of TOC Professionals, Barcelona, Spain, Goldratt Marketing
Group.
LeTrourneau (LT) is headquartered in Longview, Texas
with manufacturing locations in Longview, and Houston TX and Vicksburg, MS and
with dealer locations worldwide. Markets served include controls, drive
systems, intermodal mining, drilling, forestry, marine, and steel. LT characteristics include: 1. Product
leadership makes the largest products in the world. Jack-up rig sells from 150 million to 300
million dollars. It is delivered as a kit valued at about 40 million then is
built with about a million man-hours as a 1 to 3 year project. 2. Make steel from scrap making thick plates
2-10 inches. 3. Build front-end loaders
7000-75000 parts works 8 years with over 90% uptime. 4. Have produced most of these products for
over 50 years. We have only been in the
drilling market for five year. We are
heavily vertically integrated which is unusual for heavy equipment
manufacturers. Typical UDEs include long
lead times, high WIP, high obsolete inventory, very low inventory turns, low
on-time delivery, high overtime and expediting, exiting markets due to pricing
competition, poor cash flow, and low ROI.
Total reliance was placed on GAAP for decision making for product
pricing, transfer pricing, sourcing, capital expenditure, product
profitability, etc. In 2000 we
implemented drum buffer rope (DBR), installed MAPICS finite capacity planning
module causing on-time delivery to increase from 10 to 75%. In 2004, Constraint
Management Group (CMG) worked with LT providing the Jonah program. In 2005 we implemented TOC company-wide. The core conflict was A Maximize LeTrourneau
ROI with B Meet LeTourneau’s customer and market requirements and opportunities
requiring D Focus and act on company performance and the other requirements C
Maximize margins and metrics under my control requiring D’ Focus and act on
local performance. The primary injection
was simple correct signals between business groups (BGs) and resources that
maximize company throughput, net profit and ROI. The planning and control dilemma existed
also. One strategic point was selected
for each BG and component group. When we
turned on the buffers we found we were working on green items (early items)
when we had a lot of items in red (almost late). Steel Group implementation results showed
previously poor financial performance to extremely profitable and included productivity increased 25%, WIP
inventory decreased 25%, cycle time decreased 64% (14 to 5 weeks), on-time
delivery increased from 50 to 90%, and plate inventory held decreased 2.6
million dollars.
Eekenulv, S. (2013). Integrating LTP and requirements engineering
modelling for effective software development. TOCICO International
Conference: 11th Annual Worldwide Gathering of TOC Professionals, Bad Nauheim,
Germany, Theory of Constraints International Certification Organization.
When combined with the best of UML & SysML the
LTP can create a natural extension to the working requirements engineer. For
this to happen we must be able to integrate them and challenge the common
product focus of most software engineering projects. We need to discover and explore the real needs and
goals of the relevant stakeholders. One of the problems in software development
is the confusion regarding stakeholders and 'systems'. The lack of real
understanding of 'the real system' (the area of work and its context) has
created an unhealthy focus on the 'automatic system', towards which all use
cases are written and on which most models has their focus. LTP can highlight
some of the flaws in the current ways of working in software development. We
need a visual logical representation to be able to decide what should be reused
and what we must develop. This knowledge of real needs, ideas, driving forces,
expectations and causality beliefs must be distributed to a set of requirements
constructs (functional requirements, quality requirements, constraints,
business rules, etc…) to effectively communicate relevant information to both
stakeholders and development teams.
Farid, H. (2005). The future of ERP - A TP analysis at Oracle.
TOCICO International Conference: 3rd Annual Worldwide Gathering of TOC
Professionals, Barcelona, Spain, Goldratt Marketing Group.
This presentation describes a survey of what
customers are saying about ERP, the core problem of ERP and the direction of
solution. The supply chain strategy
group brainstormed their ERP customers’ undesirable effects (UDEs) then
surveyed a representative sample of their customers to determine their
validity. The 19 UDEs included: software
was way too expensive to maintain; we hardly realize the value in the system,
before we have to start upgrading it again; we don’t get good enough business
insight out of all the money spent on our ERP solution; our ERP system cannot
keep up with the pace of change in our business and industry; we cannot
ad3quately leverage our investment and instead have to buy additional software
modules: etc. The evaporating cloud
(EC) core conflict of the customer is A Successful IT strategy B The IT must
support flexible and emerging business models the action D Adopt more
industry-specific complexity but on the other requirement the software vendor
must find ways to C Reduce cost of ownership which requires actions to D’
Remove complexity. The cloud and the
associated assumptions plus a current reality tree are provided. The injection breaking the generic cloud is
to build an architecture that will permit more mix-and-match without the
requirement for full upgrades.
Fedurko, J. (2013). Looking into UDE clouds – How to get them right.
TOCICO International Conference: 11th Annual Worldwide Gathering of TOC
Professionals, Bad Nauheim, Germany, Theory of Constraints International
Certification Organization.
Among the different cloud types, the UDE cloud is most
challenging and demanding as it requires the biggest number of skills and has
the highest degree of responsibility as it seeks to solve a system, rather than
an individual, problem. The major role and contribution of the UDE cloud is to
unfold a manager’s understanding of their reality and to guide their thinking
to allow them to take conscious actions that will significantly improve the
performance of their systems. At the same time mistakes in UDE clouds could
throw the whole system into actions that can be harmful. The key processes of
working with UDE clouds are: •
identifying and wording several UDEs; •
constructing each individual UDE cloud in such a way that it will manifest its
respective UDE and be logically sound;
• consolidating UDE clouds to identify a more generic cloud; • revealing assumptions justifying logical
connections; • challenging assumptions
and finding a solution through designing an injection/ set of injections. Every process is a demanding logical work. In
this master class we will look into two areas:
1) while building an UDE cloud o
difficulties to determine what is in box B, which leads to a common mistake of
a mirror reflection between an UDE and boxes B and/or D; o difficulties in wording C as a system’s
Need; 2) while consolidating o difficulties in finding a common aspect
among the consolidated entities.
Inability to overcome these difficulties in a quick and effective way
leads UDE cloud users to become frustrated and discouraged when they feel that
they are unable to consolidate, or that building UDE clouds did not add to
their understanding of their reality. In
the master class we will look into examples of common mistakes, and offer
concrete techniques to help with both building a good UDE cloud and the consolidating
process.
Fedurko, J. (Jan. 10th, 2013). Typical mistakes in surfacing assumptions
in the cloud and how to correct them – Working with examples. TOCICO Webinar
Series. TOCICO, Theory of Constraints International Certification
Organization.
The quality of the solution to break the cloud
depends on the quality of assumptions that should be surfaced under the logical
connections in the cloud in the search of the one(s) that can be challenged and
negated. This in effect makes the cloud 'raw material' for finding assumptions,
which in their turn become 'raw material' for finding a solution. In the
webinar we will look at typical mistakes in surfacing assumptions and will work
with examples to see how to develop good quality assumptions and how to improve
the ones that have already been suggested but do not qualify as 'good quality'.
Ferguson, L. A. (March 13th, 2013). Introduction to the thinking
processes. TOCICO Webinar Series. TOCICO, Theory of Constraints
International Certification Organization.
The thinking processes (TP) are a powerful set of
methods for improving your critical thinking skills. The tool set consists of
generic processes for addressing what to change, what to change to and how to
cause the change. This webinar provides an overview of each of the TP tools:
the evaporating cloud, current reality tree, future reality tree, negative
branch reservations, prerequisite tree, transition tree, strategy and tactic
trees, the plus and minus-minus buy-in processes, and the four viewpoints of change.
Gilani, R. (2003). Increasing cash for manufacturing organizations through theory of constraints.
TOCICO International Conference: 1st Annual Worldwide Gathering of TOC
Professionals, Cambridge, England, Goldratt Marketing Group.
This presentation describes situations where cash is
the constraint and actions that will eliminate that constraint. Some cash draining practices of cash starved
organizations are purchasing more than immediate requirements to take advantage
of quantity discount; combining supplies to get freight advantage; producing
more than immediate requirements for better capacity utilization; not selling
obsolete material below purchase price / book value. Exploiting a cash constraint means rotating
the cash faster: reduce cash to cash cycle time; reduce cash collection time
(Receivables); reduce manufacturing lead time (not processing time), and
thereby WIP, and FG inventory; reduce supplier lead time, and thereby RM
inventory. Do not waste idle cash in the
form of surplus / obsolete material and equipment. Exploiting the cash
constraint means shrinking collection time, raw materials lead time, shrinking
manufacturing lead time. Exploiting the
cash constraint also means selling surplus / obsolete materials.
Goldratt, E. M. (2006). Concluding keynote. TOCICO International
Conference: 4th Annual Worldwide Gathering of TOC Professionals, Miami, Fl,
Goldratt Marketing Group.
Eli discusses Odyssey course, S&T tree, the
ability to separate levels of importance in a discussion, better relations with
our parents, etc. He describes the uses
the TP to examine every facet of our life.
He also describes the use of the CRT to predict economic downturns. What is our role? We start with a typifying effect. What is the typifying effect of our economy
for last 20 years? The lifetimes of
products in more and more industries are shrinking rapidly. If the lifetime of the product shrinks (and
shrinks) and the development time is the longest factor in the time then there
must come a time when development time exceeds lifetime. The only thing a company can do is to shrink
the development time. An example is PCs.
Goldratt, E. M. (2009). The foundation of the theory of constraints.
First European TOCICO Regional Conference, Amsterdam, The Netherlands, Goldratt
Marketing Group.
Goldratt discusses writing the introduction (chapter
1) of the Theory of Constraints Handbook.
What is TOC? Focus: do what should be done and don’t do what shouldn’t
be done. Throughput accounting was developed about 1981. In about 1985 other environments wanted a
solution. Bottleneck was used. Critical
path was developed in 1958. The critical
chain was developed about 1986. The constraint was the critical chain which
represents the time it took to complete the longest path of dependent
activities based on technological sequence and resource dependencies. The name
theory of constraints was formulated based on this understanding of a different
(project versus production) environment.
In retailing, the constraint was the shelf space. The five focusing
steps (5FS) process originated in 1987. New questions were asked in new
environments. New opportunities
opened. Everyone is taking what we
developed and copying what we did but they didn't think to understand the
differences. Therefore their solution
didn’t work. When you look at reality
and where you want or think you should be you are looking at gaps. Once you acknowledge the interdependencies of
the gaps you recognize what you call problems are undesirable effects of underlying
core problems. Most of the solutions you
have been recommending are solutions for UDEs not for the real problem. How do we answer the questions of
identifying, exploiting, subordinating, etc.?
What we find is you are really using the scientific approach but no one
had verbalized how to do it. We spent
three years to verbalize the scientific approach. Our solution was the thinking processes (TP). Toyota had developed the five Whys? The
current reality made it easier to find the core problem because it was easier
to dive down from five UDEs rather than one.
From 1989 to 1992 we checked and rechecked the TP. The more powerful the solution the more it
changes reality. Many new challenges
appear. With improvement in operations,
the constraint moves elsewhere. When we
don’t have an answer to a problem we try to pretend the problem doesn’t
exist. Hitachi Tools from Toyota results
of implementing TOC in their job shop were highlighted. This implementation represented the opposite
of focusing. This tremendous change
created a decisive competitive edge (DCE is defined as a company able to
satisfy a client’s significant need in a manner that no else can satisfy it.).
Hitachi did not use the DCE. The
constraint was in the market. They have
the biggest mafia offer ever: Hitachi inventory gets three times the number of
inventory turns on their items than competitors. Hitachi did the direct opposite of
focusing. The DCE created a need for a
new sales process which brings the client to realize that one of his DCEs is
blocked by me and my competitors. Holistic implementation became necessary (the
4X4) therefore the strategy and tactics (S&T) tree was vital. The process
on ongoing improvement and the evolution of red and green curves are discussed.
The organizer of the body of knowledge is the S&T tree which moves down
from the objective to what actions must be done and what actions must not be
done.
Goldratt, E. M. (2009). MLIT presentation. Win-Win-Win Public Work
International Conference, Tokyo, JP, Goldratt Marketing Group.
Goldratt asks if the audience wants him to evaluate
MLIT’s use of critical chain with contractors.
Many in the audience wanted the truth.
Eli’s staff wanted politeness.
Eli decides to be critical of MLIT’s use of critical chain. Project managers should have seen a 25%
reduction in project lead time. If you
think that by using critical chain software you are doing critical chain then
you are wrong. Do you believe by the
government committing to one day response to contractors' questions and taking
one week is not critical chain. Some
responses should be given immediately and others are not so important. What are the criteria for evaluation of the
response? If the project will be delayed
because of the response delay then answer immediately; it is important. If the delay has no importance in its
relationship to the project completion times, then why the rush? There are three important steps in projects. First, choose the right project. Second, design the project correctly. Third,
execute the project correctly. For the first question, the thinking processes
(analyze the situation to determine the real need—that is that the project
meets that need) are used. For the
second question, the design of the project, the tool is the S&T tree, how
do you start with an objective and end up with a project network. The whole logic is spelled out. How can you use the gemba experience if
others don’t know why you have designed the project in the way you have
designed it. For the execution you start with the PERT then end up with
reality. Your biggest waste (according
to Ohno) is overproduction. In project
management the biggest waste is buffering each task. Critical chain says to take this local
buffering and protect the whole project.
By aggregation of local buffers the variability goes down hence project
lead time must go down by 25%. If you don’t report on it then you do not use
critical chain.
Goldratt, E. M. (2010). Concluding keynote presentation. TOCICO
International Conference: 8th Annual Worldwide Gathering of TOC Professionals,
Las Vegas, NE, Goldratt Marketing Group.
This presentation discusses the speed of change in
reality and the need to change our patterns of behavior (based on the old
environment) to match the new environment.
We almost always change our patterns when the change is bad but almost
never change our patterns based on positive changes. We must dive deeper into the assumptions
related to our existing pattern of behavior and determine if they are still valid. Goldratt describes six changes in the
environment and their impact on the old pattern and the need for a new
pattern. Some of the changes are: 1. The
speed of getting results (time to get client signed up). 2. The speed of client
results in seeing improvement (many clients see a doubling of sales in less
than six months today (was 1-2 years). 3. The change in how we conduct the
global practice (clients must now come to Israel--aggregation at the top of
distribution). 4. The time to teach a consultant where we trust him (was 3
years now with S&T 3 weeks of training interspersed with visiting the
appropriate site, validating the assumptions, changing the assumptions to meet
the company environment and auditing the site.
5. The perception of the value that the client can get in the future for
consultant (clients left because they felt they got most of the benefits
already) We now sell the process. 6. What's happening in the market (we
generated most of our leads in the past. Now people are coming to us asking to
be a client.) We must recognize that we
never KNOW. We must always recognize: Never say I know. We must also recognize that people are good. Never blame someone else. We have three things: our intuition, inherent
simplicity and freedom of choice.
Goldratt, R. (2003). Solutions for sales: Logistics and requirements.
TOCICO International Conference: 1st Annual Worldwide Gathering of TOC
Professionals, Cambridge, England, Goldratt Marketing Group.
This presentation describes a three-day workshop. Three to five team presentations are worked
on in the workshop with at least one participant for each presentation group
being knowledgeable about the client.
Each participant works on an offer to a specific prospect with whom a
meeting is scheduled. The content of the workshop includes 1. What is a sale
(characteristics of a major sale; practical approach to major sales; and the
sales cycle)? 2. Analysis of the current
status (Identifying a prospect; Analyzing the prospect’s problems; Communicating
the prospect’s problems; and Building the bridge from the problem to the
solution). 3. Presenting the offer. 4. Obtaining commitment. Each point is
outlined in detail. The sales cloud is
presented: A Close the sale B Avoid objections D Not present the product and
its qualities at the initial stage B Raise the prospect’s interest. D’ Present
the product and its qualities at the initial stage. The solution is therefore before presenting
the product an agreement must be reached about the problem and its magnitude. Each step in the process is described:
Introduction, Analysis of the current situation, Present the offer; and Obtain
commitment. Forms are provided for estimating the impact of the problem on the
organization, building a generic cloud, etc. The procedures for each step are
listed.
Granot, M. (2006). Effectively dealing with implementation disturbing
issues TOCICO International Conference: 4th Annual Worldwide Gathering
of TOC Professionals, Miami, Fl, Goldratt Marketing Group.
This presentation provides some guidelines and
examples that can help in effectively dealing with implementation issues such
as a person (CEO, sales team, etc.) knows what actions to take and in spite of
this doesn’t take the actions. The
presentation provides the logic tools to dive deeper to provide an
understanding of why the person or department resists and doesn’t take the
action and validates the cause of inaction.
Simple questions and examples are provided to illustrate the concepts.
Holt, J. R. (2005). TOCICO thinking processes exam review workshop.
TOCICO International Conference: 3rd Annual Worldwide Gathering of TOC
Professionals, Barcelona, Spain, Goldratt Marketing Group.
This presentation provides an overview of the content
of the theory of constraints thinking processes examination.
Holt, J. R. (2009). Fast thinking process tools. 1st Annual North
American Regional TOCICO Conference, Tacoma, WA, Goldratt Marketing Group.
The TOC thinking processes (TP) are essential for
developing new solutions and implementing proven solutions. Yet, too many TOC
experts avoid them because they seem too hard to use or are too time consuming.
It doesn’t have to be this way, especially for the TOC expert. Dr. Holt has
taught over 500 Jonahs and has created some simple insights that dramatically
reduce the time and mental stress associated with the TP. Come learn fast CRTs,
fast FRTs and fast TTs. Rejuvenate your three-cloud approach and sharpen your
categories of legitimate reservation.
Holt, S. and E. Schragenheim (2012). Hyde Park session - Managing
complex systems - TOC, agile and Cynefin. TOCICO International Conference:
10th Annual Worldwide Gathering of TOC Professionals, Chicago, Il, Theory of
Constraints International Certification Organization.
The Cynefin framework is used to describe systems as
simple and complex. In the simple domain
cause and effect is perfectly clear. In
a complicated domain sense what is happening, analyze the situation and
respond.. In the complex domain, there
is an answer but you can't determine it by analysis. We must probe, experiment,
etc. (emerging practice). In the chaotic domain, you don't know if there is an
answer you have to act. In the disorder domain you don't understand where you
are. Inherent simplicity identifies that core process that allows us to manage
the system. Make the box bigger. Can
breakthrough solutions be developed with the thinking processes (TP)?
Humpert, D. (2013). V.I.P. Mortgage, Inc.: A case study. TOCICO
International Conference: 11th Annual Worldwide Gathering of TOC Professionals,
Bad Nauheim, Germany, Theory of Constraints International Certification
Organization.
This case study covers a three-year period of
consulting work with this middle-sized independent mortgage company from the
introduction of TOC as a management framework in March 2010 to the
present. The environment of a mortgage
company cannot be classified as traditional operations (suitable for a DBR
solution) nor as a project environment (suitable for a CCPM solution). V.I.P. Mortgage worked with Aligned
Consulting Services to develop a TOC solution for the mortgage industry. V.I.P.
Mortgage used the classic TOC thinking processes (TP) as the whole system
intervention. The company successfully
adapted its mortgage automation system to support a buffer-managed,
flow-focused operations system. The
company developed its performance management system to encourage behaviors that
facilitate flow. The TOC-based solution
has profoundly influenced every sales, operational, financial, and human
resources system in the company. While applying TOC, V.I.P. Mortgage grew from
50 to over 260 employees during a period of turmoil and upheaval in the home
mortgage industry, achieving its long-term goal in 2012 of exceeding $1 billion
in loan volume. In this context, this
case demonstrates that TOC is more than a process of ongoing improvement; it
can be framed as an organization theory to grow successful companies.
Hutchinson, M. (2011). The application of the TOC-TP in developing a
comprehensive school improvement plan, and empowering middle school peer
mediators and at-risk students in foster homes. TOCICO International
Conference: 9th Annual Worldwide Gathering of TOC Professionals, Palisades, NY,
Goldratt Marketing Group.
Schools are under fire to improve the academic
performance of all students and are often forced to implement programs
developed by outside organizations. One school made the decision to look within
and to involve the entire local school stakeholder community in their staff
development process, to take an honest, look at what the organization must
change to achieve its goal of preparing its students for life in the 21st
century.
Inozu, B. (2011). Implementing constraints management with lean / six
sigma: Lessons learned at Anadolu Medical Center. TOCICO International
Conference: 9th Annual Worldwide Gathering of TOC Professionals, Palisades, NY,
Goldratt Marketing Group.
The first twelve months of deploying a continuous
performance improvement program, called Super, at Anadolu Medical Center in
Turkey is discussed. The 201-bed hospital has begun implementing lean and six
sigma with constraints management in an integrated manner. Examples are
provided from improvement project selection that incorporates the thinking
processes (TP), addressing policy constraints in the outpatient appointment
process, the magnetic resonance imaging (MRI) repair and maintenance preparing
process, the the operating room (OR)
process, and the inpatient medication order process, as well as results of a
pilot study on dynamic replenishment for medical supplies.
Jacob, D. (2013). Breaking the code of cause and effect -- Improving
the logic of your branches and trees. TOCICO International Conference: 11th
Annual Worldwide Gathering of TOC Professionals, Bad Nauheim, Germany, Theory
of Constraints International Certification Organization.
Writing sufficiency logic can be challenging. It can
be the key to making your point in buy in, or gaining alignment on a negative
branch and finding the way to trim it easily, or building an entire tree. This
session transfers skills in writing sufficiency logic by: • Understanding when
an intermediate step in the branch is needed • Identifying when other entities
are needed for the 'logical and' • Identifying what assumptions these
additional entities need to clarify. Using hands on example, the participant
learns the techniques to create a framework for a branch, identifying if the
framework is detailed enough for sufficiency, assessing the need for clarifying
assumptions, writing those assumptions clearly on the first pass. Those
experienced in the thinking processes or new to them can write better branches
immediately.
Keith, M. and M. Eby (2013). Using TOC-TP to convert operational risk
assessment into competitive advantage for financial services firms. TOCICO
International Conference: 11th Annual Worldwide Gathering of TOC Professionals,
Bad Nauheim, Germany, Theory of Constraints International Certification
Organization.
This presentation will demonstrate the use of an operational
risk assessment and the change matrix conflict cloud to identify the focal
point (root cause) of a financial services firm’s risk profile, identifying and
challenging an underlying erroneous assumption.
The process followed will be presented, and a case study examined. Participants will learn how to use an
operational risk assessment and the change matrix conflict cloud to identify
the focal point (root cause) of the firm’s risk profile. Participants will examine and explore the
reasons that the problems / risks exist, determine the convergence to a core
problem, and the effect of 'raising the goal.'
Also, participants will learn how to align the resolution of the core
conflict with the firm’s value proposition to the market and how to run small
batch / fast cycle times to test the value assumptions.
Knight, A. (2009). Theory and practice. First European TOCICO
Regional Conference, Amsterdam, The Netherlands, Goldratt Marketing Group.
Alex Knight describes his first meeting with Dr. Eli
Goldratt at a senior-level seminar. He
then describes the experiences he has had in different environments
(healthcare, legal, universities). TOC
(Eli) is using the question, "Why?" very effectively. Managing complex systems, such as the
healthcare industry, involves managing health and social environment systems.
What we did to improve the system: We took what the theory (related to
production) said and did it! The chain
of activities in the health and social care system is explained. The patients that stay the longest in any
part of the system are not the sickest, but the patients who had the most
delays in the process. The healthcare
evaporating cloud is presented and discussed.
The cloud is (A) Run an effective healthcare system; (B) Medics/managers
are required to give the best (appropriate) medical treatment to those they are
now treating; (D) Medics/ managers should act only upon medical considerations;
(C) Medics/managers are required to treat all patients in a more timely manner;
(D’) Medics/managers should act more and more within budget
considerations. Medical technology is
improving rapidly and as it improves the costs of buying and operating the new
equipment is increasing significantly.
The costs of running a hospital are defined and discussed. The truly
variable cost is about 20%, while 60-70% of hospital costs are related to
medical staffing. If you try to save
money, then you reduce Throughput.
Achieving a breakthrough in healthcare consists of five elements:
achieving consensus, operational breakthroughs, finance and measures, market
breakthroughs and sustainability.
Leader, A. (2010). A TOC guide to facilitative mediation. TOCICO
International Conference: 8th Annual Worldwide Gathering of TOC Professionals,
Las Vegas, NE, Goldratt Marketing Group.
Using a prerequisite tree, this presentation develops
a process by which conflicts can be voluntarily resolved. The actions required
of the mediator and of the participants, and the logic of why the process
works, are covered. This is a tested and successful TOC application.
Mabin, V. (2013). The thinking processes basics workshop. TOCICO
International Conference: 11th Annual Worldwide Gathering of TOC Professionals,
Bad Nauheim, Germany, Theory of Constraints International Certification Organization.
Despite its well-known origins in production,
popularized through The Goal, Theory of Constraints (TOC) is far more than a
production philosophy – it can be applied to many other areas. As each new
problem or environment was tackled, Dr Goldratt and his colleagues developed
new solutions. But along with these new solutions, they also thought about how
they thought about the problems, and how they went about devising solutions.
The thinking processes (TP) are a distillation of their approach to problem
solving and decision making – a codification of their thinking about their
thinking. The result is a set of tools we can use ourselves to solve problems
in our own lives, regardless of how complex or everyday they may be. This
workshop will provide an overview of the thinking processes, its component TP
tools and logic rules that are used to create TP logic diagrams to represent
situations and their resolution. We will describe the original set of
tools/diagrams, including the current reality tree and evaporating cloud, as
well as more recent additions. We will explain how they are created and used,
and how they fit together to answer the key questions of change: why change,
what to change, to what to change, how to cause and how to sustain the change.
We will explain the two types of logic used in the diagrams, namely necessity
and sufficiency logic. We will outline the set of logic rules, referred to as
the ‘Categories of Legitimate Reservation’, which help us scrutinize the logic
statements in order to construct robust trees as well as scrutinize others’
diagrams.
Meshar, A. (2010). Zero, one two logistic management. TOCICO
International Conference: 8th Annual Worldwide Gathering of TOC Professionals,
Las Vegas, NE, Goldratt Marketing Group.
This presentation describes and logically proves and
shows comparable simulations of the new replenishment concept. By using a
feedback loop we rapidly adjust the stock holding (buffers) to be in line with
the needs as they are developed. The presentation uses thinking processes
diagrams and live simulation runs.
Moura, E. (2012). Using TOC-TP as a guide to integrate lean, six sigma,
process management and TOC solutions for business improvement. TOCICO
International Conference: 10th Annual Worldwide Gathering of TOC Professionals,
Chicago, Il, Theory of Constraints International Certification Organization.
The author presents a proven method that uses TOC’s
Thinking Processes (TP) from undesirable effects (UDEs) to strategy and tactics
(S&T) trees to prioritize and integrate strategic business improvement
initiatives such as lean, six sigma, process management and specific TOC
solutions. Real implementation examples are presented.
Nagarkatte, U. P. and D. Movasseghi (2007). TOC initiative at Medgar
Evers College to reduce student attrition: A progress report. TOCICO
International Conference: 5th Annual Worldwide Gathering of TOC Professionals,
Las Vegas, NV, Goldratt Marketing Group.
This presentation provides the background of Medgar
Evers College and of TOC being used there; the TOC thinking processes (TP)
roadmap, unique features of the college scene; acceptance of departmental
guidelines and TOC across the college; next steps and a summary. Medgar Evers College is part of City
University of New York (CUNY) (one of two state universities of NY); the
college is one of 20 units of CUNY and has three schools (Liberal Arts and
Education; Business; Science Health and Technology); offers two and four year
programs. For over 30 years the college had tried to address its attrition
problem. In 1998 the faculty senate
identified 24 academic and non-academic issues causing attrition and suggested
one action for each issue. TOC was then
applied to the 24 issues. In 2001 a
federal grant was awarded to study attrition.
Three faculty members attended a Jonah course and studied the
problems. This presentation is about
implementing TOC to improve retention.
The full TP were applied to analyze and solve the problem.
Oltman, T. (2011). Breaking the vicious cycle to achieve bottom line
results. TOCICO International Conference: 9th Annual Worldwide Gathering of
TOC Professionals, Palisades, NY, Goldratt Marketing Group.
This presentation discusses the pressures we face as
we try to execute projects and how our reactions to these pressures lead us
into the vicious cycle. The vicious cycle is a cause-and-effect loop where
negative effects cause more negative effects; the effects build on each other
creating a downward spiral of ineffectiveness and limited productivity and
undesirable outcomes.
Padhi, M. R. and P. B. Panda (2010). Tata Refractories Ltd - Early
gains through TOC implementation. TOCICO International Conference: 8th
Annual Worldwide Gathering of TOC Professionals, Las Vegas, NE, Goldratt
Marketing Group.
The goal of this presentation is to highlight the
paradigm shift in thinking processes that enables a win:win:win situation for
every stakeholder. After the implementation of TOC we realized that there is
harmony in any system and that there is no conflict. The early gains in terms
of financial and operational numbers are excellent: 15% increase in sales of
Dolomite business line, 14% increase in sales in High Alumina business line and
3% increase in FCP business line. Throughput has increased to 24% from 20%. More than 100% plant capacity is used in
Dolomite and High Alumina business line. On-time in full is achieved to average
of 85% from 25% from 25%
Pescara, F. (2013). The link between the S&T trees and the
traditional TP analysis: A rigorous approach. TOCICO International
Conference: 11th Annual Worldwide Gathering of TOC Professionals, Bad Nauheim,
Germany, Theory of Constraints International Certification Organization.
How to build a logically consistent strategy and
tactics (S&T) tree? How to scrutinize, validate or criticize a S&T
built by others in order to improve its logical consistency? What are the links
between the entities of an S&T tree and the traditional TP? The rigorous
definition of the assumptions contained in the STEPs (and of the sub categories
to which they belong) allows us to build logical models that may be subjected
to the filter of the 'Categories of Legitimate Reservations', and thanks to
that to improve the logical consistency of the S&T subject to the
scrutinizing process. The presentation explores the connections between the
traditional analysis carried out with the Thinking Processes and the
verbalization of the entities of S&T trees.
Reid, R. (2004). Applying TOC TP a in public sector organization.
TOCICO International Conference: 2nd Annual Worldwide Gathering of TOC
Professionals, Miami, FL, Goldratt Marketing Group.
This presentation describes the use of the thinking
processes (TP) logic diagrams for determining and managing the required change
and to discuss their use in implementing performance improvements within a
governmental service organization. Key
learning points include: (1) Establishing improvement measures in a cost-center
subsystem; (2) Quantifying performance in a non-profit environment; (3)
Appreciating the importance of avoiding political correctness in stating the
core conflict; and (4) Using a systematic approach to the development of a
strategic injection that will invalidate multiple assumptions underlying the
core conflict. Benefits to attendees
include: (1) Discuss issues associated with the global performance measurements
(T, I, and OE) in a public sector organization; (2) Learn how to overcome
pitfalls in using the TOC TP in a governmental service-oriented subsystem; (3)
Discover how the TP have enabled public sector managers to use ‘out-of-the-box’
thinking to overcome their system constraint.
Reid, R. (2005). Applying the TOC thinking processes (TP) in a
healthcare organization. TOCICO International Conference: 3rd Annual
Worldwide Gathering of TOC Professionals, Barcelona, Spain, Goldratt Marketing
Group.
James Holt made the presentation for Richard
Reed. He added his comments to the
overheads. The purposes of this
presentation are to provide a framework for analysis of a system; background of
the organization being studied; what to change: the UDEs, conflict clouds, core
conflict cloud (CCC) and current reality tree (CRT); to what to change, the
tabular analysis, strategic injection (Inj.) and future reality tree (FRT) and
some management implications. The case
study is the Planned Parenthood of New Mexico (PPNM), which performs medical
services including annual exams, sexually transmitted diseases (STD) testing
and treatment, pregnancy testing, abortion, tubal ligation, vasectomy, etc. to
21,943 patients in 2004. They also provide educational services. The presentation focuses on what to change
and what to change to. The goal, and
four necessary conditions (quality medical services, safe and secure work
environment, remain financially solvent and maintain PPFA accreditation) are
discussed. The prerequisites for each
requirement are provided. UDEs include:
long wait times for some patients; clinic financial viability is threatened;
many personnel (clinicians, support staff and clinic managers) are highly
stressed; clinic staff turnover is higher than desired; some patients leave the
clinics dissatisfied; and the physical appearance of some clinic facilities is
shabby. The storylines for the first
five UDEs were converted to evaporating clouds (ECs) with assumptions then to a
core conflict cloud with assumptions.
The CRT is provided. Injections to the core conflict cloud are
provided. James provided his assumptions:
There is no way to improve the patient per hour rate; we cannot improve the
patient show-up rate; the quality of service is equal to the time with the
doctor; there is nothing we can do to improve our processes. Richard’s two
strategic injections are: The PPNM clinics’ managers and clinicians align their
personal as well as their professional goals with the new overall clinic goal
of a balanced approach of delivering quality medical services while maintaining
financial viability; and The PPNM clinics have a new appointment scheduling
system that satisfies most needs of managers, clinicians, support staff, and
patients alike.
Reid, R. and T. Shoemaker (2009). Challenges and opportunities in
applying the TOC thinking processes (TP) in public sector organizations.
1st Annual North American Regional TOCICO Conference, Tacoma, WA, Goldratt
Marketing Group.
The thinking processes (TP) provide a framework for
understanding managerial dilemmas, identifying strategic direction, and
implementing organizational improvements. Learn about unique public sector
‘work-arounds’, TP pitfalls in a service-oriented subsystem, and
‘out-of-the-box’ thinking by public sector managers. Insights gained in
application of the TP in a US city water department, African solid waste
management, and municipal services in the Philippines are presented.
Ronen, B. (2007). Upgrading the TOC BOK: Focused methodologies for the
financial industry. TOCICO International Conference: 5th Annual Worldwide
Gathering of TOC Professionals, Las Vegas, NV, Goldratt Marketing Group.
This presentation reviews the problems of traditional
strategy from a TOC perspective then offers solutions using the thinking
processes and applications. The role of the CEO to provide vision and the
Bungee Effect are described. Forbes Magazine author thought: In the majority of
company strategy cases strategic planning is good but also in the majority of
companies execution is bad (Bungee Effect).
Recognize that the author is viewing strategy from a traditional
viewpoint as what is taught in business schools, executive programs and by
consultants (not TOC strategy).Goldratt's It’s Not Luck example is provided for
discussion. The traditional strategy and tactics (S&T) for a successful
company are examined using the thinking processes (TP). At the lower levels we
see that tactics clash within and across functions thus creating chronic
conflicts among policies, measures, and behaviors within the organization.
Chronic conflicts for making money, having secure and satisfying environment
for employees, and satisfying the market are discussed. An example with results
is provided of implementing a Viable Vision (VV) project with a mid-sized
Chinese kitchen products producer.
Round, M. (2005). A better world: Simplified TP for every-day use.
TOCICO International Conference: 3rd Annual Worldwide Gathering of TOC
Professionals, Barcelona, Spain, Goldratt Marketing Group.
In our search for inherent simplicity we suddenly
have a body of knowledge growing immensely to do that. The miscommunication of data: we have the
system or reality I am trying to describe, predict, etc. I collect data and run
statistics and provide a data summary as the description of reality. My boss creates a picture of the
understanding of others in the organization of my description. Four different data sets are shown to
produce the same statistics. What are
the system implications of miscommunication (an unintended gap between my goal
and the understanding of the system)?
The gap between reality and perceived reality can cause bad
actions. The Challenger disaster is
discussed. The cloud concerning message
variation (short versus long) is provided.
A is Improve system, B Ensure everybody has all information necessary to
make a good decision. This requires D Provide a large and detailed report. The other requirement is B Recognize time and
resource constraints of people in the organization which requires D’ Provide an
executive summary. The conflict is then
between D Provide a large and detailed report and D’ Provide an executive
summary. Effect-cause-effect logic and
the cloud have proven powerful and easy to use thinking processes (TP) to
simplify communications in business and personal life.
Sawai, N. (2012). Flow of our visit: How to accelerate our
implementation during consultant absence. TOCICO International Conference:
10th Annual Worldwide Gathering of TOC Professionals, Chicago, Il, Theory of
Constraints International Certification Organization.
Although, consultants can spend only limited time
with clients, they have to achieve results faster and, more importantly to maintain
the results. This presentation introduces the powerful know-how to solve the
consultant dilemma in the TOC way and contains how to keep our customer’s
focus; provides a powerful tool to clarify the causality and to connect past,
now and future; addresses how to execute a daily audit and team implementation;
and shows how to keep the holistic management approach.
Scheinkopf, L. (2009). Implementation derailers. 1st Annual North
American Regional TOCICO Conference, Tacoma, WA, Goldratt Marketing Group.
In this session we discuss what derails
implementations, how to prevent derailers, how to recognize a potential
derailer, and how to correct them. Corrective action includes utilizing
strategy and tactics (S&T) trees, thinking processes (TP), and open
discussion so that the participants learn from each other as well.
Schragenheim, E. (2003). The holistic approach learning from
experience: A personal and managerial feedback loop. TOCICO International
Conference: 1st Annual Worldwide Gathering of TOC Professionals, Cambridge,
England, Goldratt Marketing Group.
This presentation describes a number of undesirable
effects (UDEs) associated with not learning from previous events such as people
making serious or costly mistakes: people are unable to pinpoint the flawed
paradigm; when significant change occurs people operate under the wrong or old
paradigms; etc. Learning the right lesson from a specific event is critical so
a control system must be able to quickly identify and correct faulty paradigms
within the organization. We conduct a thinking processes (TP) analysis with the
objective of identifying the flawed paradigm. The author describes a paradigm
in TOC terms as a small cause-and-effect tree. The existence of a flawed
paradigm might be a exhibited as a gap in expectation or performance (a
surprise). The gap can be treated as the DD' of an evaporating cloud (EC). In the current reality tree (CRT) the cause
of the gap is hypothesized and validated. The differences between the typical
TP analysis using many UDEs and this type of analysis using one UDE are
discussed. The flawed paradigm is
identified and analyzed using the cloud and the future reality tree. The full seven-step learning from experience
process is outlined and some implementations are provided. A fictional case is
provided to illustrate the process.
Schragenheim, E. (2011). The role of the transition period in
implementing a change. TOCICO International Conference: 9th Annual
Worldwide Gathering of TOC Professionals, Palisades, NY, Goldratt Marketing
Group.
From the start of implementing a change until the
change is working satisfactorily there is a certain period of time where the
reality is not the same as it used to be, but also not the same as it is going
to be. This is what characterizes the transition period. There are two
different aspects of dealing with the instability of the organization going
through a significant change, like in most of the TOC implementations. There is
a need to develop temporary procedures of work in order to cross a certain gap
between the reality of today and the reality of tomorrow. During the transition
period, mistakes and misunderstanding are quite expected. Identifying
undesirable effects (UDEs) in a very fast way and quickly reacting to them is
highly desirable. Dealing with both parts requires a detailed analysis of the
special cause-and-effect relationships that would take place during the
transition period. Also, in order to be able to identify new UDEs a list of
expectations needs to be clearly outlined before the kickoff of the
implementation.
Schragenheim, E. (2013). Learning from ONE event. TOCICO
International Conference: 11th Annual Worldwide Gathering of TOC Professionals,
Bad Nauheim, Germany, Theory of Constraints International Certification
Organization.
Learning from one event is an organizational
methodology to inquire into single events that might point to a threat to the
organization. The methodology is based
on the thinking processes (TP), but uses them in a somewhat different way. This
application was developed by Eli Schragenheim and Dr. Avner Passal. The idea is to identify a mismatch between
the organizational accepted paradigms and reality, and to help in identifying
the flawed paradigm, update it and implement changes according to the new
learned lessons. This methodology is especially required for TOC
implementations, because when some basic paradigms change then there is a real
threat that some 'forgotten' paradigms are not in line with the new
understanding. This methodology has been applied in government.
Schragenheim, E., moderator (2012). Panel discussion: Standing on the
shoulders of giants process. TOCICO International Conference: 10th Annual
Worldwide Gathering of TOC Professionals, Chicago, Il, Theory of Constraints
International Certification Organization.
This presentation discusses the results of the four
facilitated sessions to identify problems, inconsistencies, or missing
components in a given field using the standing on the shoulders of giants
(SOSG) process. The sessions were supply
chain, critical chain, distribution, and thinking processes.
Suerken, K. (2004). Overcoming resistance to learning. TOCICO
International Conference: 2nd Annual Worldwide Gathering of TOC Professionals,
Miami, FL, Goldratt Marketing Group.
This presentation logically demonstrates how the
Socratic questions of the TOC thinking processes (TP) systematically bridge
from a learners' prior knowledge to the desired new knowledge and that can also
be leveraged to make the lesson of assured value to the learner. Case studies
from staff/leadership development trainings, k-12 classrooms and home schooling
as well as an experiential on-site activity validate the solution. Benefits to
attendees include: participants have a deeper understanding of the obstacles
that inhibit effective learning; participants experience the simplicity of
effective teaching pedagogy; and participants have more justified confidence in
their ability to effectively teach others.
Suerken, K., et al. (2012). Standing on the shoulders of TOC to impact
an ENTIRE NATION. TOCICO International Conference: 10th Annual Worldwide
Gathering of TOC Professionals, Chicago, Il, Theory of Constraints
International Certification Organization.
Following a full TP analysis, Yuji and his GG team
launched an initiative in 2009 to teach the people of Japan to think clearly in
20 years. Yuji attributes the initial, impressive success to first teaching
adults to think clearly about ‘how to teach TOC. Content included the summary
analysis and prerequisite assumptions to ensure ongoing tactics as well as:
insights on why TOC for Education (TOCfE) is so effective in teaching TOC--
even to learners who have disparate backgrounds and prior knowledge; powerful,
documented concrete results and testimonials; and convincing evidence that it
is possible to systematically BUILD A DREAM.
Suerken, K., et al. (2012). Panel discussion - TOC applied to national
concerns. TOCICO International Conference: 10th Annual Worldwide Gathering
of TOC Professionals, Chicago, Il, Theory of Constraints International
Certification Organization.
Government concerns include: poverty, lack of
education, crime and corruption, and lack of economic growth. Others include health issues. Some
prioritize; other link causally. We need an economy that is continually
generating surpluses. Each person is inspirational. The first question: is
where can we help most? There is a need to translate tools to the specific
government environment. One must
understand the unique constraints of government (advanced planning documents,
budgeting process, etc.). Win-win contracts with consultants are views as
getting paid on what you save the government. Education goal is to get TOC the
main way in education. Networking is required to spread TOC. Encourage everyone
to teach others. Rules of playing the game are difference in government.
Challenging fundamental assumptions is required to develop win-win solutions.
Check the objective, think about actions, and then people think about
money. We have the capability to teach
people to think clearly. We don't understand exponential growth: the rule of 70
and doubling the time. Suppose a city is growing at 7%. It takes (70/7 =) 10 years for the population
to double.
Surace, R., Moderator and J. Thompson (2012). Hyde Park session -
Contradiction analysis. TOCICO International Conference: 10th Annual
Worldwide Gathering of TOC Professionals, Chicago, Il, Theory of Constraints
International Certification Organization.
The conflict is of having a coffee pot in my office
or not. I am the designer and
interruptions can cost us millions of dollars.
A brief history of the thinking processes (TP) was given. A contradiction
carries the DNA of a deep seated core conflict therefore contradictions must
also carry fragments of the assumptions of that deeper core conflict. Therefore
it is possible to follow the train of assumptions and discover the core
conflict. Look at conflicts between
finance and operations. If you have
quarterly bonuses then make bonuses based on finance instead of customer needs,
operations capabilities, etc. By interrogating the assumptions we can dive
deeper into our understanding of the environment.
Taylor, B. (2005). Success through simplicity at soft drink bottler.
TOCICO International Conference: 3rd Annual Worldwide Gathering of TOC
Professionals, Barcelona, Spain, Goldratt Marketing Group.
The presentation describes the use of the thinking
processes (TP) to recreate trust and mutual commitment; the processes and
projects management model; and experienced-based versus TOC-based decision
making in a family-owned bottler in Brazil.
The bottler had a severe cash shortage problem. The strategic direction was provided by
Dettmer’s strategic navigation model.
The use of the TP of the strategy and tactics tree, the current reality
tree, the future reality tree, prerequisite tree, etc. is described. The evaporating cloud was used extensively to
understand the chronic conflict of the franchisor and the bottling
company. Assumptions and injections were
provided and supporting injections surfaced.
Throughput accounting and sales and marketing solutions were
implemented.
Taylor, B. (2012). Hyde Park session: Problem and solution for TOCICO
webinar: The 12 questions. TOCICO International Conference: 10th Annual
Worldwide Gathering of TOC Professionals, Chicago, Il, Theory of Constraints
International Certification Organization.
This presentation identifies the erroneous assumption
as that you have to be educated to use the thinking processes (TP). If there is
a simple method that solves most problems they will be used. 1. What is the
problem from your point of view? 2. How
is the problem undesirable or bad? 3. In what way is the problem undesirable? 4. Is there some specific action or situation
resulting from the problem? 5. Why do you put up with the problem? (entity B)
6. Is there some action or situation that is the direct cause of the problem?
7. Why does that action or situation exist? 8. Is the problem related to the
conflict or dilemma? 9. What is the conflict or dilemma? 10. What are the
injections? 11. What are the obstacles? 12. What are the negative branches? Two
groups of assumptions for each arrow in the cloud are the positives of changing
and the negatives of not changing.
Uga, A. and Y. Kishira (2013). TOC for mental health in an organization
with proof of concept in a major Japanese company. TOCICO International
Conference: 11th Annual Worldwide Gathering of TOC Professionals, Bad Nauheim,
Germany, Theory of Constraints International Certification Organization.
Mental health issues are ubiquitous among various
workplaces around the world; Japan is not an exception. Depression among
employees has been recognized as a serious problem to be tackled in many major
corporations. A significant number of 'self-help' books have been sold, while
mental healthcare has become a growing concern in corporations in recent years.
Mental health counselors have been taking in clients year after year, trying to
resolve their issues on an individual basis. Yet, we have not seen a
significant improvement. There must be a wrong assumption in dealing with the
issue.
Wadhwa, G. (2009). Viable Vision for healthcare. 1st Annual North
American Regional TOCICO Conference, Tacoma, WA, Goldratt Marketing Group.
This presentation discussed a 10-step process for
successfully implementing a Viable Vision (VV) for healthcare. The steps are: 1. Delimit the boundaries of
the system within our span of control but within the context of the larger
system. 2. Agree upon the goal of the
system. 3. Agree upon performance measurements for the system. 4. Develop a VV
for the organization using the RRR (reliability and rapid response)
transformational strategy and tactic (S&T) tree. 5. Get
an insight into your system and its current performance by using the systems
dynamics model. 6. Identify gaps between the VV and current performance. Write
these down as un-desirable effects (UDEs). 7.
Identify core conflicts and injections to the core conflicts that are
causing the gaps or UDEs. Use injections
to change UDEs to DEs (desirable effects) and develop the future reality tree
(FRT). 8. Validate injections on the
system dynamics model to see the effect.
9. Develop the prerequisite tree
and the transition tree to implement the super injections on our road to the
VV. 10.
Continuously improve system performance and measure with the system
dynamics model. This process was
discussed in some detail based on its application to Adirondack Oral and
Maxillofacial Surgery clinic.
Wadhwa, G. (2011). Can TOC fix our ailing healthcare system? TOCICO
International Conference: 9th Annual Worldwide Gathering of TOC Professionals,
Palisades, NY, Goldratt Marketing Group.
Unlike for-profit organizations with a clear goal of
improving economic value now and into the future, the stakeholders of a health
system, such as government, private industry and healthcare providers have
conflicting interests. All stakeholders in the healthcare system, including
consumers of healthcare seem to agree that the current performance of the
healthcare system is undesirable. In the US, the conflict between two opposing
ways to solve the healthcare system-wide problems has reached the highest
sociopolitical level with proposals, such as Obama care and Free Market
healthcare. The theory of constraints thinking processes (TP) could provide
win-win solutions to eliminate all of the current healthcare system’s
un-desirable effects (UDEs). The TP could be utilized as an effective tool for
aligning the conflicting positions to achieve one clear goal and the necessary
conditions for a flourishing healthcare system: availability of affordable,
high quality of care for all US citizens, and an environment that provides
incentives for innovations and continuous improvements.
Wilson, P. (2013). An exploration of the fundamental and inherent
simplicity of all TOC applications. TOCICO International Conference: 11th
Annual Worldwide Gathering of TOC Professionals, Bad Nauheim, Germany, Theory
of Constraints International Certification Organization.
As in the physical sciences, it’s a fundamental TOC
assumption that there is an inherent simplicity in every complex system. Dr. Goldratt said that our ability to
reliably predict the system outcome with the minimum level of inputs is a
measure of the complexity of a system.
With a better understanding of a system’s fundamental elements and their
inter-connectedness, we can achieve greater reduction of the degrees of freedom
of that system. By reducing the degrees
of freedom, we increase our ability to leverage the system. In other words, when we uncover a more
fundamental structure of a system and tie the system entities together better,
we simplify it and this allows us to exploit and even elevate it. An indication
that our TOC toolset is still too complex is exemplified when recalling Dr
Goldratt often saying that it seemed to be out of sheer genius or luck that we
gain the insight necessary to break clouds.
With this presentation I will take a step in uncovering the fundamental
elements and integration of all TOC applications in general, but will primarily
focus on a few core thinking processes applications. I will also define how all rational systems
have both a tangible and an intangible dimension and will reveal how they are
interdependent.
Winiarek, M. (2013). TOC thinking processes for children: How we do it
in Poland. TOCICO International Conference: 11th Annual Worldwide Gathering
of TOC Professionals, Bad Nauheim, Germany, Theory of Constraints International
Certification Organization.
We teach TOC thinking processes (TP) to very small
children and their parents and teachers at same time. Many adults think that
teaching smartness can start only when children can write and read. Also many
adults think that children have to be taught by parents or teachers to acquire
some wisdom. Having in mind the latest discoveries in the human brain and human
ability to learn, we created a package for children in age 5-9 to teach them
TOC tools that develop children’s natural abilities that lead to smart thinking
and wise decisions-- beginning in the kindergarten.
Winter-Kreamer, L. (2004). Conflicts as guides. TOCICO
International Conference: 2nd Annual Worldwide Gathering of TOC Professionals,
Miami, FL, Goldratt Marketing Group.
TOC for inter-personal and outer-personal
relationships is improved by understanding and using the four categories of
injections. In this session four generic categories of injections are
introduced by sharing examples of how to work with the four categories to break
conflicts and to offer insights into how the categories can be used in the
ambitious target process. The four categories of injections are: 1. Physical
injections, 2. Emotional injections, 3. Mental injections, 4. Perceptional
injections. Benefits to attendees include: 1. Develop the skill of finding
injections and resolve conflicts. 2. Awareness of the intuitive way of finding
injections and what can be added to it in order to have more options. 3. Better
understanding of how to use TOC for themselves and their relationships.
Wright, J. (2009). Sustaining healthcare improvement with TOC. 1st
Annual North American Regional TOCICO Conference, Tacoma, WA, Goldratt
Marketing Group.
Healthcare around the world is facing increasing
capacity challenges and turning to the industrial world for help. TOC is
gaining traction in the global healthcare market. What needs to be done to
prepare the people who make up the majority of the ‘process units’ for the
changes TOC can bring? How can our industrial applications sustain a process of
ongoing improvement (POOGI) in a sector that is so important to all of us?
Youngman, K. (2011). The systemic cloud A map board for mapping any
territory. TOCICO International Conference: 9th Annual Worldwide Gathering
of TOC Professionals, Palisades, NY, Goldratt Marketing Group.
The generic cloud or systemic cloud is the premier
tool within theory of constraints – and by no accident. It is the map board
onto which we can map any territory. Yet few people understand the reason why
it works, or know how to apply the fundamental rules around such a mapping to
enable the rapid and complete analysis of a given situation.
Youngman, K. (2012). The systemic cloud and the layers of resistance:
Hiding in plain sight. TOCICO International Conference: 10th Annual
Worldwide Gathering of TOC Professionals, Chicago, Il, Theory of Constraints
International Certification Organization.
There are four, and only four, fundamental classes of
resistance to improvement and they are; the positive and negative of the
problem, and the positive and negative of the solution. We know this as the 4-views of buy-in or the alligator and the mermaid change matrix.
Our traditional layers of resistance; whether five, six, nine, or more
layers, are subdivisions of just three of these fundamental classes. There is one class, the positive of the
problem that we have hardly cared to understand at all and doesn’t appear in
any of the traditional layers of resistance. This is very important. These four
classes have a symmetry that allows them to be mapped onto the systemic cloud,
as pairs, in a very particular and productive way. We know that the layers of
resistance must exist if indeed a cloud exists – otherwise there would be no
cloud – and now we know where to map them. They have always been there; simply
hiding in plain sight. This broadening of the thinking processes adds
tremendous utility to the cloud and our problem-solving process. It is applicable to all theory of constraints
philosophy and methodology. We can now
succinctly present a complete analysis of any given situation on a single A4 or
A3 page.
Zephro, C. (2004). Integrating TOC thinking processes with six sigma.
TOCICO International Conference: 2nd Annual Worldwide Gathering of TOC
Professionals, Miami, FL, Goldratt Marketing Group.
This presentation shows how the six sigma methodology
can be dramatically improved by integrating the TOC thinking processes
(TP). Key learning points include: 1.
How the TP is perfectly suited to fill the gaps in the six sigma methodology.
2. Where Seagate inserted the TP tools into the DMAIC (Define, Measure,
Analyze, Improve, Control) and DFSS (Design for six sigma) training. 3. Which
methodology was used to teach students how to develop the trees? 4. Actual examples of training material,
including an in-class case study and break out session that were developed to
give students the opportunity to get hands-on experience with the trees to
accelerate the learning curve. 5. Change management required to integrate the
TP into six sigma. 6. Key benefits resulting from the use of the TP in six
sigma. Benefits to attendees include: 1. Learn where and how to integrate the
TP into six sigma’s DMAIC and DFSS methodology. 2. Learn which approach to
developing the TP resulted in the greatest student comprehension. 3. Tangible
results achieved from integrating the TP with six sigma.
Zurcher, B. (2005). Nipping complexity in the bud. TOCICO
International Conference: 3rd Annual Worldwide Gathering of TOC Professionals,
Barcelona, Spain, Goldratt Marketing Group.
This presentation shows how to simplify complexity in
one example; how to explore the potential of this process; etc. An information technology (IT) project is
used. The project is out of control; where
do we cut; what do we cut; etc. Four dilemmas were identified: pooling similar
requirements; fight redundancies; quality of requirements and internal
development versus not internal development.
The fourth dilemma (internal development) was put in a current reality
tree (CRT). The CRT was based on the
evaporating cloud (EC) turned 90 degrees with assumptions added. In order to insure that the development team
is working at full capacity we applied critical chain project management. This decision-making process of using the EC
(CRT) and FRT for preparing and substantiating decisions was quite effective.