Project Storyboards for the Theory of Constraints: Templates for Quickly Learning and Applying the Theory of Constraints

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This is a FREE e-book on how to quickly learn and use the Theory of Constraints. In its original form, the Theory of Constraints - a methodology for continuously improving systems - appears complex and difficult to learn. The e-book uses the tool of the Project Storyboard to better organize the thinking tools and processes of the Theory of Constraints. Using the prepared templates and worksheets, a person can learn and apply the Theory of Constraints far more quickly than using traditional approaches.

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Shared by: Rod King, Ph.D.
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Dr. Rod King rodkuhnking@sbcglobal.net WHY USE THE PROJECT STORYBOARD FOR “THE THEORY OF CONSTRAINTS”? The Project Storyboard, a universal visual organizer, greatly simplifies the learning and application of  the Theory of Constraint (ToC) especially its thinking processes Using the visual templates or worksheets of the Project Storyboard, a person can more quickly take  notes on and learn the Theory of Constraints Using the visual templates or worksheets of the Project Storyboard, a person can more quickly apply the Theory of Constraints The Project Storyboard facilitates a visual knowledge management approach to the Theory of  Constraints. Ideas, knowledge, problems, solutions, strategies, and tactics can be visually managed  using the Project Storyboard The Project Storyboard facilitates Visual Object‐Oriented Thinking (VOOT) as well as knowledge  sharing on projects and in meetings where the Theory of Constraint is used Using the Project Storyboard, tools of the Theory of Constraints can more easily be matched and  mixed with other tools of problem solving, creativity, and innovation such as Brainstorming,  TRIZ, and Six Sigma The Project Storyboard. Dr. Rod King, 2008.  rodkuhnking@sbcglobal.net   http://projectstoryboard.ning.com WHAT IS “THE THEORY OF CONSTRAINTS” ABOUT? Developed by Dr. Eli Goldratt, the Theory of Constraints (ToC) is a problem solving methodology  that  focuses on system’s improvement by eliminating constraints or bottlenecks in processes and elements Classic books on the Theory of Constraints include Dr. Goldratt’s novels, The Goal and It’s Not Luck An underlying assumption of the Theory of Constraints is that a system can be represented as a chain or  network of  chains The Theory of Constraints assumes that the critical problem in a system is its weakest link A key objective of a Theory of Constraints project is to continuously eliminate critical constraints while  pursuing win‐win goals of the system The Theory of Constraints is a collection of problem solving and critical thinking tools including the  Thinking Process, Throughput Accounting, and Drum‐Buffer‐Rope The Theory of Constraints is weak on techniques for creatively generating ideas: strategies (conditions;  requirements) and tactics (prerequisites) as well as for project planning, management, and execution The Project Storyboard. Dr. Rod King, 2008.  rodkuhnking@sbcglobal.net   http://projectstoryboard.ning.com BLANK PROJECT STORYBOARD The Project Storyboard. Dr. Rod King, 2008.  rodkuhnking@sbcglobal.net   http://projectstoryboard.ning.com NUMBERED STORYBOARD 1. 2. 3. 4. 0. 5. 6. 7. 8. The Project Storyboard. Dr. Rod King, 2008.  rodkuhnking@sbcglobal.net   http://projectstoryboard.ning.com THEORY OF CONSTRAINTS‐STORYBOARD Improvement Questions Improvement Tasks STORYBOARDS FOR THEORY OF CONSTRAINTS Thinking Tools Categories of Legitimate  Reservation The Project Storyboard. Dr. Rod King, 2008.  rodkuhnking@sbcglobal.net   http://projectstoryboard.ning.com IMPROVEMENT QUESTIONS‐STORYBOARD 1. What to improve? ‐ What is the critical policy/  physical constraint, weakest  link, bottleneck, core problem,  or root‐cause in the system? • Use Current Reality Tree 2. What to improve to? ‐ What to do with the critical  constraint? • Use Evaporating Cloud • Use Future Reality Tree IMPROVEMENT QUESTIONS 3. How to cause the  improvement? ‐ How to implement the change  (overcome the critical  constraint)? • Use Prerequisite Tree • Use Transition Tree The Project Storyboard. Dr. Rod King, 2008.  rodkuhnking@sbcglobal.net   http://projectstoryboard.ning.com (What is the current system?) ‐ What are elements of the current system? ‐ What are undesirable effects? ‐ What are desirable effects? • Use Current Reality Tree IMPROVEMENT TASKS‐STORYBOARD 1.  Identify the system  constraint (weakest link) ‐ What to improve? • Use Current Reality Tree 4.  Elevate (eliminate/break)  the constraint ‐ How to cause the  improvement? • Use Prerequisite Tree • Use Transition Tree 2.  Exploit resources and  properties of the constraint ‐ What to improve to? • Use Evaporating Cloud 3.  Subordinate everything  else to the constraint ‐ What to improve to? • Use Evaporating Cloud • Use Future Reality Tree 5.  Go back to step 1; beware  of psychological inertia (Critically review/validate  assumptions of causes and their  effect or parts and their whole) IMPROVEMENT TASKS FOR THEORY OF CONSTRAINTS The Project Storyboard. Dr. Rod King, 2008.  rodkuhnking@sbcglobal.net   http://projectstoryboard.ning.com THINKING TOOLS‐STORYBOARD 1.  Current Clarity Tree (CRT)  ‐ What is the current system? ‐ What are (un)desirable effects? ‐ What is the critical constraint,  weakest link, core problem, or root‐ cause? ‐ What to improve? 2.  Evaporating Cloud (EC) (Conflict Resolution Diagram) ‐ What is the main goal or objective of  the existing system? ‐ What is the win‐win objective (non‐ trade‐off/uncompromising/ideal/  bipolar goal)? ‐What to improve to? 3.  Future Reality Tree (FRT) ‐ What is the future system? ‐ What will be (un)desirable effects? ‐ What will be the critical constraint,  weakest link, core problem, or root‐ cause? ‐ What to improve to? 4.  Prerequisite Tree (PRT) ‐ What are strategies (requirements/  conditions) and tactics (prerequisites)  for overcoming obstacles to  implementing project plan? ‐ How to cause improvement? 5. Transition Tree (TT) THINKING TOOLS FOR THEORY OF CONSTRAINTS ‐ What is the project plan or roadmap  for achieving the win‐win objective  (non‐trade off/uncompromising/ideal/  bipolar goal)? ‐ How to improve? The Project Storyboard. Dr. Rod King, 2008.  rodkuhnking@sbcglobal.net   http://projectstoryboard.ning.com CATEGORIES OF LEGITIMATE RESERVATION (CLR)‐ STORYBOARD Clarity Entity existence Causality existence Cause sufficiency CATEGORIES OF  LEGITIMATE RESERVATION FOR THEORY OF CONSTRAINTS: Checklist of criteria for the  construction and logic of “trees” Additional cause Cause‐effect reversal Predicted effect existence Tautology The Project Storyboard. Dr. Rod King, 2008.  rodkuhnking@sbcglobal.net   http://projectstoryboard.ning.com WHAT IS THE CURRENT SYSTEM‐STORYBOARD Current Elements/Attributes Desirable Effects Undesirable Effects Goals/Objectives/Targets WHAT IS THECURRENT   SYSTEM? Outputs/Results:  Products/Services Internal Problems/Conflicts/  Constraints/Causes Relationships Environment/Resources The Project Storyboard. Dr. Rod King, 2008.  rodkuhnking@sbcglobal.net   http://projectstoryboard.ning.com WHAT TO IMPROVE‐STORYBOARD WHAT TO IMPROVE? ‐ What is the critical policy/ physical  constraint, weakest link, bottleneck,  core problem, or root‐cause in the  system? • Use Current Reality Tree The Project Storyboard. Dr. Rod King, 2008.  rodkuhnking@sbcglobal.net   http://projectstoryboard.ning.com WHAT TO IMPROVE TO‐STORYBOARD WHAT TO IMPROVE TO? ‐ What to do with the critical  constraint? • Use Evaporating Cloud • Use Future Reality Tree The Project Storyboard. Dr. Rod King, 2008.  rodkuhnking@sbcglobal.net   http://projectstoryboard.ning.com HOW TO CAUSE THE IMPROVEMENT‐STORYBOARD HOW TO CAUSE THE  IMPROVEMENT? ‐ How to implement the  improvement (overcome the critical  constraint)? • Use Prerequisite Tree • Use Transition Tree The Project Storyboard. Dr. Rod King, 2008.  rodkuhnking@sbcglobal.net   http://projectstoryboard.ning.com CURRENT REALITY TREE (CRT)‐STORYBOARD Current Elements/Attributes  of System Desirable Effects Undesirable Effects Goals/Objectives/Targets CURRENT REALITY TREE (CRT) ‐ What to improve? Outputs/Results:  Products/Services Internal Problems/Conflicts/  Constraints/Causes Relationships Environment/Resources The Project Storyboard. Dr. Rod King, 2008.  rodkuhnking@sbcglobal.net   http://projectstoryboard.ning.com EVAPORATING CLOUD (EC)‐STORYBOARD REQUIREMENT (STRATEGY/RESOURCE) PREREQUISITE (TACTIC/RESOURCE) Effects (Desirable/Undesirable) EVAPORATING CLOUD (EC) (CONFLICT RESOLUTION  DIAGRAM) ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ WIN‐WIN OBJECTIVE/GOAL:  CONTRADICTORY  REQUIREMENT (STRATEGY/RESOURCE) CONTRADICTORY  PREREQUISITE (TACTIC/RESOURCE) Effects (Desirable/Undesirable) The Project Storyboard. Dr. Rod King, 2008.  rodkuhnking@sbcglobal.net   http://projectstoryboard.ning.com FUTURE REALITY TREE (FRT)‐STORYBOARD Future Elements/Attributes  of System Future Desired Effects Future Undesired Effects Win‐Win Goals/Objectives/  Targets FUTURE REALITY TREE (FRT) ‐ What to improve to? Future Outputs/Results:  Products/Services Potential Internal Problems/  Potential Constraints/Causes Conflicts/Relationships Environment/Resources The Project Storyboard. Dr. Rod King, 2008.  rodkuhnking@sbcglobal.net   http://projectstoryboard.ning.com PREREQUISITE TREE (PRT)‐STORYBOARD Strategies (Requirements/Conditions) Tactics (Prerequisites) PREREQUISITE TREE (PRT) ‐ How to cause improvement? ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Critical Constraint/Obstacle: Win‐Win Goal/Objective: Activities/Actions/Tasks (Injections) Plan The Project Storyboard. Dr. Rod King, 2008.  rodkuhnking@sbcglobal.net   http://projectstoryboard.ning.com TRANSITION TREE (TT)‐STORYBOARD Strategies Tactics TRANSITION TREE (TT) How to improve? ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐ Win‐Win Goal/Objective: Activities/Actions/Tasks Program/Activity Chart The Project Storyboard. Dr. Rod King, 2008.  rodkuhnking@sbcglobal.net   http://projectstoryboard.ning.com PLAN STORYBOARD Vision/(Dream) Outcome Goals Objectives Targets & Success Criteria Resources PLAN (WORK/HOME/SCHOOL/  OUTDOOR PROJECT): Strategies (Map/Scorecard) Activities (Program Chart) Tasks/Actions (Calendar) The Project Storyboard. Dr. Rod King, 2008.  rodkuhnking@sbcglobal.net   http://projectstoryboard.ning.com THE BASIC CONCEPT OF THE PROJECT STORYBOARD: a family of boxes (fractal box: box of boxes) The Project Storyboard. Dr. Rod King, 2008.  rodkuhnking@sbcglobal.net   http://projectstoryboard.ning.com EVERY PROJECT STORYBOARD VISUALLY SHOWS A SYSTEM TOGETHER  WITH ITS RELATED ITEMS, PARTS/SUB‐SYSTEMS, OR SUPER‐SYSTEMS Part/Element/ Sub‐system 1 Part/Element/ Sub‐system 2 Part/Element/ Sub‐system 3 Part/Element/ Sub‐system 4 DESCRIPTION OF SYSTEM Part/Element/ Sub‐system 5 Part/Element/ Sub‐system 6 Part/Element/ Sub‐system 7 Part/Element/ Sub‐system 8 The Project Storyboard. Dr. Rod King, 2008.  rodkuhnking@sbcglobal.net   http://projectstoryboard.ning.com ADVANCED PROJECT STORYBOARDING: See example at http://search.galaxyit.com The Project Storyboard. Dr. Rod King, 2008.  rodkuhnking@sbcglobal.net   http://projectstoryboard.ning.com HOW TO MASTER USE OF THE PROJECT STORYBOARD 1. Go through, in presentation mode, the entire set of slides to get a “big picture” view of the Project Storyboard  tool.  Present a free talk or seminar on The Project Storyboard for GRTD. Go through, in two‐pane viewing mode, each slide and read the accompanying notes. Do selected exercises. Print, store (in a Life Storyboard Folder),  and regularly use ‐ for each Project ‐ the set of 8 templates for the  following main sections of the Life Storyboard: Home School Work Outdoors Archive/Garage Print and daily use the Blank Storyboard for recording and organizing information for any task or topic.  Put  each Project Storyboard under the appropriate section in the Life Storyboard File. Join the following groups to rapidly increase mastery of the Project Storyboard tool as well as regularly share  with the public your Project Storyboards: LinkedIn: http://www.linkedin.com/groups?gid=707447 Ning: http://projectstoryboard.ning.com/ Scribd: http://www.scribd.com/share/upload/3123283/251abqmo6jwc097obznw 2. 3. 4. 5. The Project Storyboard. Dr. Rod King, 2008.  rodkuhnking@sbcglobal.net   http://projectstoryboard.ning.com TARGETED USERS OF THE PROJECT STORYBOARD Knowledge Workers CEOs, Managers, and Supervisors as well as Entrepreneurs Trainers and Life Coaches Students Practitioners and Users of To‐do Lists, Tasks, Scheduling, and Calendaring Project Planning, Management, and Execution Strategic Business Planning and Management including the Balanced Scorecard and Strategy Maps Time Management Intuitive and Systematic Decision‐making Getting Things Done (GTD) Mind Mapping Six Sigma Business Process Management Total Quality Management Theory of Inventive Problem Solving (“TRIZ”) Theory of Constraints Visual Thinking and Problem Solving Innovation and Product Development Visualization The Project Storyboard. Dr. Rod King, 2008.  rodkuhnking@sbcglobal.net   http://projectstoryboard.ning.com 10 POTENTIAL BENEFITS OF HAVING EVERYONE IN AN  ORGANIZATION OBTAIN AND USE A NOTEPAD AND  LIFE FOLDER OF PROJECT STORYBOARDS Transparency and accountability become more natural and pervasive throughout  the organization 2. Physical and mental clutter are virtually eliminated: in the office as well as online 3. Nearly all tasks and projects get done right 4. Nearly all tasks and projects get done on time 5. Teamwork, productivity, and better decision‐making flourish in the organization 6. Creativity and self expression flourish in the organization 7. Creative problem solving is dramatically improved 8. Innovation flourishes in the organization 9. Everyone is empowered and speaks the language of the Project Storyboard 10. The organization becomes more profitable as well as “happier” 1. The Project Storyboard. Dr. Rod King, 2008.  rodkuhnking@sbcglobal.net   http://projectstoryboard.ning.com ABOUT DR. ROD KING Inventor of the Concept and Theory of the Fractal Notecard, which is the Basis for the Project Storyboard Chief Evangelist  for the Project Storyboard Tool , 1‐Page Life Management, and “Getting the Right Tasks Done (GRTD)” World‐class Expertise in: Visual Brainstorming and Problem Solving Visual Ideas Management Visual Project Planning, Management, and Execution Personal Productivity Planning, Management, and Execution Techniques for Enhancing Creativity, Problem Solving, Innovation, and Supersmart Learning “Getting the Right Tasks Done (GRTD)” Multi‐disciplinary Academic Background: B.Eng. (Hons) in Civil Engineering Master of Infrastructure Planning Ph.D. in Regional Development Planning. Postgraduate Certificate in Advanced Academic Studies Dr. Rod King has written two books on the theory and applications of the Project Storyboard tool: “The 3 Faces of Infinite Genius: How to be a Supersmart Learner and Problem Solver” “2‐Page Customer Problem Solving: How to Use the Project Storyboard to Simply Satisfy and Delight Customers” Inventor and publisher of several conjuring tricks The Project Storyboard. Dr. Rod King, 2008.  rodkuhnking@sbcglobal.net   http://projectstoryboard.ning.com

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