Central Coast Lean

Past Forums

Past Forums

Here are selected presentations and notes from past Central Coast Lean Leadership Forums:

Thurs, 20Apr, 2017

Who, what, and how’s of Lean Book Clubs.  What are the best practices, what has been your experience?
Central Coast Lean is open to sponsoring book clubs, especially for the books listed below.
Central Coast Lean is looking for ways to support and promote lean practice in our community.  One way we can do this is by providing books for groups who agree to run lean book clubs.
Here is how I see this working (other thoughts welcome):
  1. Send me an email proposal, including:Your name and contact information.
  2. The number of folks in your book club.
  3. The primary organization(s) involved.
  4. The book you propose to read.
  5. The meeting frequency and format you plan to use for book discussions.
  6. At the end of your book club’s reading and discussion, send me a one or two page executive summary, or A3, from your group including:Key insights gained from the book.
  7. Proposed or actual actions taken by your club or individuals based on the book.
  8. A group picture of your book club.
While we hope to be able to fund several clubs and multiple books, preference will be given to clubs that want to read the books below that we purchased for the Summit.
Preferred Books
1.  Personal Kanban: Mapping Work | Navigating Life 
by Jim Benson  (Author), Tonianne DeMaria Barry (Author)
2.  A Factory of One: Applying Lean Principles to Banish Waste and Improve Your Personal Performance 1st Edition
by Daniel Markovitz  (Author)
3.  The Kaizen Event Planner: Achieving Rapid Improvement in Office, Service, and Technical Environments Pap/Cdr Edition
by Karen Martin  (Author), Mike Osterling  (Author)
4.  Value Stream Mapping: How to Visualize Work and Align Leadership for Organizational Transformation Hardcover – December 16, 2013
by Karen Martin  (Author), Mike Osterling  (Author)
5.  The Little Book of Lean Paperback – November 27, 2012
by Chris Cooper (Author)


Thursday, 30Mar

Jerry Solomon, author of Who’s Counting? and Accounting for World Class Operations, will be our Celebrity Guest Interview. This Forum also allowed participants to ask Jerry questions and get a preview of the workshop Jerry will be facilitating.

Thursday, 10Nov

Box Score Reporting

hosted by Wonderful Pistachios & Almonds. 

View Presentation Slides HERE

We kicked off our discussions with a presentation by Ted Keller – Director of Accounting.

Thursday, 20Oct

Focus topic: Lean Decision Making

hosted by Central Coast Lean and Radiology Associates. 

We kicked off our discussions with a video presentation by Jill Speece: Achieving Harmonious Decision Making in a Team.


Focus Topic: Lean Accounting

Hosted by Central Coast Lean

We kicked off our discussions with a video presentation by Gemba Academy entitled: Value Stream Costing

Shared ideas and experiences with lean accounting and value stream costing.  This was our first follow-up to the Central Coast Lean Summit Workshop facilitated by Brian Maskell in Feb 2016.  At that time a bunch of folks were interested in creating a user’s group to share experiences on their lean accounting journeys.

7Apr 2016

Focus Topic: Lean Warehousing

Hosted by Zurn Wilkins

We kicked off our discussions with a stockroom tour and then a presentation by Nathaniel Kimble entitled: Evolution of Lean Warehousing at Zurn Wilkins

22Feb 2016

Bill Bellows came to Cal Poly to talk to our business and engineering students about quality and the thinking of great minds in the field such as Deming and Taguchi.  To leverage his regular visits, we are created a special Out of the Blue Forum to allow the whole lean community access.

This was a special edition of the Forum that combined participants from the usual Central Coast Lean community, our undergraduate lean classes and Kathy Chen’s engineering class. Light refreshments were  provided.

Focus Topic: Come Together and Mind the Choice

In addition to Model T’s, Henry Ford gave us plenty of food for thought, including the advice, “Whether you think you can or you think you can’t — you’re right.”   He also suggested that “Coming together is a beginning; keeping together is progress; working together is success.”   In this same spirit of collaboration, Vincent Van Gogh once proclaimed “Great things are done by a series of small things brought together.”   Fast forward to 2016, when choosing to transform any enterprise from working separately to working together offers an undeniable economic, as well as competitive, advantage of deliberately managing our organizations with an unambiguous sensation of unity.  Towards this end, would anyone name their football club, Manchester Divided, and operate it accordingly?

Bill Bellows shares his insights on the differences between independence and interdependence, between a Manchester Divided and a Manchester United, between working separately and working together, between mechanistic thinking and holistic thinking.   Which solution best fits in a given situation?   Explaning what Bill refers to as “Minding the Choice.”

Thursday 15Oct

Focus Topic: Understanding Variation

hosted by Cal Poly and InThinking Network .  We all know that variation is to be expected.
As Dr. Deming would add, “Variation there will always be…” 

  • What is variation telling us about a process, and about the people that work in it?
  • What paradigms are available to address variation?
  • Do we have any organizations in our Central Coast Lean community who are on the right track?
  • Where are the success stories?  What are the failure paths?

We kicked off our discussions with a presentation by Bill Bellows, an Associate Fellow in the InThinking Network at Aerojet Rocketdyne:

Wouldn’t It Be Nice

While admitting to not being a surfer, Brian Wilson, a founding member of The Beach Boys, proudly admits to being a songwriter.  In tribute, he was inducted into the Songwriter’s Hall of Fame.   His classics include California Girls, Good Vibrations, and Wouldn’t It Be Nice, including the yearning, “Wouldn’t it be nice if we were older, Then we wouldn’t have to wait so long.”    In reflecting on Wilson’s adolescent wishfullness, this presentation includes a wishfullness that individuals, from college students to senior executives, and organizations; public, private, and even governments; improve their understanding of variation and how it impacts the systems they design, produce, and operate. Wouldn’t it be nice if they were mindful of W. Edwards Deming’s adage, “Variation there will always be, between people, in output, in service, in product.” 

Genichi Taguchi used the concept of “loss” to describe the reality that product managers and program managers face with integration challenges.    Through the ideas presented in this overview, attendees will better understand how to actively manage variation across the parts of any system.   In the spirit of Brian Wilson’s adolescent wishfullness, wouldn’t it be nice if the great illusion of independent parts and tasks was replaced by the realism of unity and interconnectedness and the amazing prospects for teamwork.

About our Presenter:

SpeakerBill Bellows is an Associate Fellow in the InThinking Network at Aerojet Rocketdyne in Canoga Park, California, where he is known for his efforts to provide insights to the advantages of thinking together, learning together, and working together. While integrating the thinking of W. Edwards Deming into Genichi Taguchi’s design system, he’s been a pioneer in developing ideas that include Mixed Model Management, Macro System Models, Micro System Models, Purposeful Resource Leadership, Category & Continuum Thinking, and Investment Thinking. Audiences for his classes have also reached after-school program in elementary schools, graduate students at Northwestern University, as well as corporate, university, and public classes across the United Kingdom. Bill earned his BS, MS, and Ph.D. in Mechanical Engineering from Rensselaer Polytechnic Institute in Troy, NY.

Away from work, Bill serves as president of the In2:InThinking Network ( ), and as a board member of the W. Edwards Deming Institute ( ), and the Volunteers of America – Los Angeles chapter ( He also serves on the editorial board of the Lean Management Journal ( ).

Thursday 20Aug, at Cal Poly

Focus topic: Standard Work

Hosted by Cal Poly and Dozuki .

Presentation slides dl-pdf

We all know that everyone in an organization should have their “standard work”, but what is it?

  • What works best?
  • How do we implement it on the shop floor or in the front office?
  • Where are the success stories?
  • What are the failure paths?

We kicked off our discussions with a presentation by the folks from:“The documentation software for innovative companies.  Documentation just became painless.  You have the knowledge.  We provide the platform.”


Thursday, 18Jun at Cal Poly

Focus topic: Why Lean Fails?

Hosted by Cal Poly. We’ve all heard about lean success stories and maybe even experienced a few. This was our opportunity to learn from some things that might not have gone so well.

Chuck-IntrieriWe kicked off our discussions with a presentation
by Chuck Intrieri, Charles M. Intrieri Consulting – LEAN, Inventory
Optimization, 3PL, Supply Chain, & Logistics Consulting.


Presentation slides dl-pdf

Why Leans Fails in a Company?

To get you thinking:

  • What is the effect of coming up short in the following areas during a lean implementation?
  • Communication and employee engagement?
  • Genuine teamwork?
  • A lean reward system?
  • The organizations attitude toward mistakes?
  • A clear understanding of what it means to be lean?

Here is a sample word blog from Chuck on this topic:

Mr. Charles (Chuck) Intrieri is a highly experienced and credentialed Lean Supply Chain professional and is a recognized thought leader and innovator, primarily in the areas of Lean Initiatives, Supply Chain Optimization, Third Party Logistics (3PL) outsourcing and selection, International Purchasing/Importing, Value Engineering, Inventory Management, Logistics, Warehousing, Strategic Sourcing, and Contract Negotiations. He is a motivational team builder with a history of conducting significant organizational transformation and achieving important operational successes at the local, regional and global level.

Past employment: The Schwinn Bicycle Company in Chicago, IL, General Binding Corporation (GBC), Northbrook, IL and Troy-Bilt Rototillers/Gardenway: Troy , NY


Thursday, 16Apr2015

Focus topic: Engaging Everybody in Problem Solving

Hosted by Cal Poly. Presentation by Keith McCandless, MA, a founding partner of the Social Invention Group and co-creator of Liberating Structures.



Prevent the Spread of Super Bugs!

View Presentation Slides (.PDF)


Keith McCandless, co-developer of Liberating Structures, will share methods used to successfully prevent the spread of superbugs (antibiotic resistant organisms) in hospitals across Canada and the US.  Everybody close to the challenge at hand–nurses, patients, doctors, executives, managers, room cleaners, and frontline staff– were included and unleashed to shape next steps together.  Three simple approaches used in hospital units will be detailed:

Liberating Structures (LS) invites small changes in the pattern of interaction that help to create a more inclusive and respectful culture. Based on the complexity science principle that small changes can make a big difference, LS focus on routine microstructures that guide relational coordination. Conventional microstructures—presentations, brainstorming, management discussions, open discussions, and updates—are not well designed for enga ging people. In contrast, Liberating Structures make it practical to include and unleash everyone in responding to challenges.

Forum Thursday, 23Oct: A3 Problem Solving

Hosted by Cal Poly and Simpler

Presentation by Patricia L Baptista – Senior Consultant for Simpler

Fundamentals of A3 Thinking

Patricia “Tricia” Baptista RN joined Simpler with over 9 years of leadership experience in successful lean transformations in large integrated healthcare systems, acute care hospitals and ambulatory clinics and surgery centers.

Tricia’s lean journey began in 2002 under the guidance of a Boeing Consultant and Shingijutsu USA Corporation while working for Virginia Mason Medical Center in Seattle. During this time she became certified as a workshop leader and went on to complete 600 hour of additional training to obtain her Lean Fellowship, Tricia has study and traveled to Japan and received lean teaching from Toyota sensei. Tricia has functioned as a hospital operational director, and recently was in charge of Transformational/Lean Program but also held the roles of quality, patient safety and risk director. Tricia’s understanding of value based purchasing, core measures, IHI triple aim and her vast hospital operational knowledge along with her lean training and has proven to engage and lead hospitals and clinics through successful lean transformation.

Forum June 19th, 2014

Presentation Title: Lean Radiology:  1st Year Progress

Focus Topic: Engagement

Presenter: Stephen R. Holtzman, MS, MS

Hosted by:  Radiology Associates –

Presentation slides
View Presentation Recording
(Requires Player Download/Java)

About Stephen:

Steve is a graduate of Occidental College in Los Angeles. He got his medical education and training at Dartmouth.  He has a master’s degree from the Dartmouth Institute for Health Care Policy and Clinical Practice where he was introduced to continuous quality improvement. He is currently CEO of Radiology Associates and the Treasurer of the California Radiological Society. Radiology Associates started their Lean Journey in April 2013 with the help of Simpler Consulting.


Forum December 12, 2013

Lean in Information Technology

Hosted by Cal Poly Information Technology Services.  We heard and talked about how lean can make IT better and how IT can make lean better.

View video recording:

View/Download slides:


Forum October 24, 2013

Hello Humankindness


Healthcare – LEAN Lessons and Best Practices

  • Dignity Health on the Central Coast
  • French Hospital Medical Center Auditorium
Central Coast Lean Forum -Hello Humankindness -LEAN Lessons ~ Best Practices.pdf


Forum August 22, 2013

Focus Topic: “Visual Management and Accountability” – Tour Specialty Silicone Fabricators (SSF) SSF Web Site:

Contact: Eric Olsen –

*View Recording(Java plugin required – Save file locally, then double-click on the downloaded file to launch the video player.
*Note Regarding Recording: We apologize for only capturing the last 11:36 of the presentation due to “facilitator (Eric Olsen) error” on the record function. We also apologize for the video tracking alignment which made the framing of the shot drift unintentionally lower. We plan to continuously improve in good lean fashion.

Lean Leadership Forum June 2103 (focusing on Kaizen Events)

Videos from the event…


February 2013

Management’s In, Now What!? How to Foster Employee Buy-In of Lean Practices

Despite the changing attitudes amongst western management towards the application of lean practices in their businesses, changes made are often not as impressive or as sustained as toted by lean gurus. In this forum, we invited you to give your experiences in this challenging shift of mind for the lower levels of your organization. A  presentation was  given as to possible causes and potential solutions we are researching at Zodiac Seat.

Management’s In, Now What!?.pdf

November 2012

We featured a must see 30 minute movie from the 1950’s

“Right the First Time”.

Here is a clip:

We served popcorn. Viewing was followed by a lively discussion and retrospective on our own lean journeys and the usual round robin update on all things lean on the Central Coast.


July 2012

Making Better Decisions with Data, A Statistical Process Control (SPC) Approach

Course Description/Introduction


Individuals working in organizations are frequently under pressure to demonstrate high quality performance and to find ways to continuously improve. Managers, leaders and workers want to make the best possible decisions with data so that their processes and their improvement efforts are as effective and efficient as possible. Control Charts can be effective aids in helping professionals meet these challenges. This oneday course will provide you an understanding of variation and the foundation of control charts. You’ll come away knowing why these tools have long been considered one of the seven basic and essential tools of quality and performance improvement. Ken DeVane holds a B.S. in Mechanical Engineering, an MBA, and an M.S. in Management Science. He has over 20 years of professional experience in advancing quality and performance improvement in aerospace, advanced materials, healthcare and higher education. Ken is a senior member of the American Society for Quality (ASQ) and is an ASQ Certified Six Sigma Black Belt. He is also a Certified Examiner for the California Award for Performance Excellence (CAPE) and is the Education Representative on the Board of Directors of the California Council for Excellence, the organization that administers CAPE and the California Team Excellence Awards.

Select slides from Workshop
Worshop pictures and video

May 2012

Title: Lean – To Be or Not to Be?

Bill Bellows of UTC Rocketdyne.

Abstract:   Many current management practices naturally evolve towards sub-optimization while companies engaged in Lean efforts focus on seizing savings through the continuous elimination of waste and non-value added efforts, all the while improving flow.   By contrast, this presentation will encourage attendees to consider whether such an interpretation of the Toyota Production System is in fact limiting the scope of the competitive advantage which is available by emulating Toyota’s success. The Central Coast Lean Summit will challenge the thinking on waste, non-value added and even continuous improvement, suggesting a far more systemic solution of “better thinking about thinking,” leading to efforts characterized as “Purposeful Resource Management” and “Purposeful Resource Leadership.” Bill Bellows is an Associate Fellow in the InThinking Network at United Technologies’ Pratt & Whitney Rocketdyne business unit in Canoga Park, California, where he is known for his efforts to provide insights to the advantages of thinking together, learning together, and working together. Audiences for his classes have also reached after-school program in elementary schools, graduate students at Northwestern University, as well as corporate, university, and public classes across the United Kingdom. Bill earned his BS, MS, and Ph.D. in Mechanical Engineering from Rensselaer Polytechnic Institute in Troy, NY.

Away from work, Bill serves as president of the In2:InThinking Network, and as a board member of the W. Edwards Deming Institute, the Volunteers of America – Los Angeles chapter, and the American Youth Soccer Organization in Valencia. He also serves on the editorial board of the Lean Management Journal. He lives in Valencia with wife, Monica, and their two children, Allison and Wilson.

In Thinking Together

Revisiting Demming’s Management Theories

March 2012

Cost of Lean

Cost of Lean – Eric Olsen

Lean Leap



Kaizen Events


Lean Six Sigma