VALUE
IMPROVEMENT
LEADERS
TOPIC #21
466 words + 1 activity  | 15 minutes (3 to read, 12 minutes for video)
VISUAL WORKPLACE MANAGEMENT
PRINCIPLE
Visual management elements can accelerate workplace processes and increase quality.

APPLICATION
Examine your daily life for examples of visual workplace management elements and consider how you can apply similar elements in your process.
Achieving Efficient and Reliable Communication at Work

Years ago I was in a leadership development workshop and one of the exercises required competing teams to assemble a complicated tent as fast as they could without speaking. The learning objective continues to elude me. Pantomiming is a crucial leadership skill? How to be frustrated in the woods? I didn’t need that exercise to know that working together requires efficient, reliable communication. Since then I’ve learned that efficient, reliable communication is the purpose of visual workplace management. 
“Hey June, when you see Ward, tell him <important thing for Ward to know>.”

The everyday communication pattern in that headline has two reliability issues. 1) It features dependency on human memory (June’s now and Ward’s later), and 2) the information has to wait until Ward and June are in the same place to be passed along. “Send him a text,” is the proper response because as a communication channel, it is superior to remember-to-tell-him. No one has to remember past this moment, the text will wait patiently for Ward to retrieve it, and the cellular network system is highly reliable. 

Expand June and Ward’s 1-to-1 model scenario to include hundreds of messages per hour, on different value streams, needing to pass among dozens of players. Now you have our noisy, complex workplace communication model. We communicate via channels. Examples given: texts, sticky notes, conversation, MyChart. Visuals are a family of communication channels. Examples given: Inpatient boards, signs, telemetry monitors. Visual elements are powerful and often overlooked.
The Five Rights of Communication

(Vocab note: The context here is right vs. wrong, not inalienable rights.) 

The Agency for Healthcare Research and Quality have outlined the Five Rights of Communication. Their model is explicitly for clinical decision support but expandable to visual workplace management as well. Everything in the model is applicable to communication through visual channels. Their model stipulates five conditions that must exist for efficient, reliable communication:

(1) The right information
(2) To the right audience 
(3) In the right format
(4) Through the right channel
(5) At the right time in workflow

That the information is accurate and actionable is implicit.
The Power of the Visual

Like standard work and forcing functions, visual cues in the workflow reduce the cognitive load and help process stakeholders make the right decision faster. Visual information done right is patient, clear, and always available. Visual elements should be designed to make the workplace more:

  • Self-explaining
  • Self-ordering
  • Self-regulating

Visual management systems in complex workplaces allow us to:

  • See as a team
  • Know as a team
  • Act as a team

“Visual” is more than being able to see it. “Visual” means it’s available at a glance in the flow of the work. For example, a procedure document in a file is not visual; standard work (if done right) is visual. Using this definition, information in the EMR is visual if it’s available at the right place at the right time to whomever needs it. Information in the EMR isn’t considered visual if the person needing it must hunt it down.
The Video

Now that your curiosity about the power of visual management has been sparked, enough reading. The best way to understand visual management it to see real examples, and our video is chock full of them. Time to change the channel and watch the video (11:57) .
LINKS

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Questions? Email:  kim.mahoney@hsc.utah.edu