Past Summits

Central Coast Lean

Summit 2014

A Leaner Future

Apply and expand lean in your organization

Presentation Slides dl-pdf and Videos dl-pdf Now Available…


  1. Provide lean content that will be of value to a wide variety of lean practitioners including those in business, education, government and non-profits.

  2. Continue to build the Central Coast Lean Community by providing visibility and networking opportunities.

  3. Build on successful 2012 and 2013 Summits (100+ attendees each).

  • Registration opens at 11:30am on Thursday for the Pre-Summit Workshop and 7:30am on Friday for the Summit.
  • Please arrive early so we can have an on time start.

Helpful Info on Summit Logistics


Cal Poly Performing Arts Center, San Luis Obispo, CA: View Map

Hotels Close to the Summit

Request for Posters


Pre-Summit Workshop: Thursday, 20Feb, 2014, 12pm-4pm

Title: Lean Basics and Simulation

Facilitator: Andy Pattantyus – Founder, Owner, and President of Strategic Modularity, Inc. (SMI).

Workshop Description:

This workshop is designed to introduce folks to lean concepts and tools so they can appreciate some of the more advanced ideas and methods presented in the full day Summit. No advance knowledge of lean is required. This workshop includes a lean simulation.

Learning Objectives:

  1. Familiarize participants with basic lean concepts and tools.
  2. Allow participants to appreciate the Summit.

Summit: Friday, 21Feb, 2014, 8am-5pm


7:30 – 8:00am

Registration and continental breakfast

7:30 – 5:00pm

Poster Session *

8:00-12:00pm, 1:15-4:50pm

Community Coaching Café **

Lead Coach – Joe Kane, Consultant, Rona Consulting Group

8:00- 9:45am

Workshop 1

Title: Half the Time Process Improvement Fails: How to be in the other group

Facilitator: Shelley Sweet – President, i4Process

Presentation slides dl-pdf Presentation videodl-pdf
Workshop Description: Research shows that process improvement fails for three reasons:

  • Scope creep
  • Resistance by the end users and key stakeholders
  • Lack of executive sponsorship

This workshop reviews different approaches to process improvement/lean projects and helps you choose the best method for your organization. It covers critical elements for any lean project no matter which approach you use: how to handle the three failures and modeling and analytical techniques which accelerate learning and results. There will be many real cases from my practice, and an opportunity for participants to share ideas with one another.

Learning Objectives:

  1. Recognize which of the fundamental principles of process improvement/lean will work or be challenging in your organization.
  2. Identify different approaches to process improvement/lean projects and select the characteristics you need.
  3. Understand pragmatic factors for success in getting started, modeling, analyzing, and improving processes.
9:45 – 10:15am

Break and networking

10:15 – 12:00pm

Workshop 2

Title: A3 Problem Solving – The Missing Link of Many Lean Transformations

Facilitator: Mike Osterling, President of Osterling Consulting

Presentation slides dl-pdf Presentation videodl-pdf
Workshop Description: Many organizations have realized significant improvements through the adoption of Lean Methodologies including cells, one-piece flow, pull systems, 5S and the adoption of standard work. While these efforts have had measurable impact, the true power of Lean has yet to be achieved in most transformations. To achieve true success, we need to change the way people approach, address, and resolve the problems being faced. This requires the development of “thinking problem solvers.” This session will be useful if your organization is plagued with:

  • Significant resistance when implementing improvements
  • The adoption of superficial or ineffective solutions
  • Non-structured approaches to problem solving (that is, everybody trying to solve problems their own way)

Learning Objectives:

  1. Receive an overview of the features of the A3 management and problem-solving process.
  2. Gain an understanding of how A3 coaching is different from traditional coaching.
  3. See how the A3 methodology is used as a coaching and development tool.
  4. Learn the benefits of the A3 approach and how it can be used as a mechanism to live the plan–do–check–act (PDCA) process.
12:00 – 1:15pm



Title: Raising Lean’s Strategic, Customer-Centered Profile

Richard Schonberger – Independent Researcher, Author, Presenters

Presentation slidesdl-pdf Presentation videodl-pdf

Topic Description: Lean, focused on flexibly quick customer response and low-cost simplicity, should have lasting power. Instead, Richard Schonberger’s global “leanness studies” find a tendency for a lean flurry followed by retreat. This presentation probes the issue and prescribes solutions:

  • Enduring executive commitment calls for a promoting lean less as waste reduction and more strategically as time-based competition.
  • Conventional management by remote control is at odds with lean’s hands-on continuous-improvement mindset.
  • Often forgotten is lean’s concurrency ideal: multiple, simple processors (vs. few, monumental ones) filling multiple orders at the same time.
  • Services should exploit their customer-visibility advantages: lean performance in the eyes of its customers.
1:15 – 2:50pm

Triple Session 1:

Present 1: Measuring Lean Training: A Partnership of Disciplines – Malati Marlene Shinazy, M.Ed – Pacific Leadership Consultants

Presentation slidesdl-pdf
Presentation Description: This presentation shows how Lean Training can successfully partner with the protocols of the field of Learning & Development to measure training success, and inform future needs. Malati Shinazy will present the collaboration process and results of her partnership with Daniel Crawford, Training Manager for Hardy Diagnostics. Participants will learn best practices in measuring training success and lessons learned from this collaboration.

Present 2: Training Within Industry – Linda Sorensen, Vice President, Human Resources, SSF – Specialty Silicone Fabricators, Paso Robles, CA

Presentation slidesdl-pdf
Presentation Description: Training Within Industry (TWI) is getting a lot of attention these days. Job Instruction (JI) is one of three original legs of TWI introduced to industrial environments back in 1940. A proven training method, TWI combines a number of lean philosophy features. Specialty Silicone Fabricators added TWI Job Instruction to our culture approximately 5 years ago and, while getting it off the ground was difficult, we are seeing great success with it today.

Present 3: Lean in Higher Ed – Alexis Naiknimbalkar, Assistant Director, Quality and Special Initiatives, CSU Office of the Chancellor

Presentation slidesdl-pdf
Presentation Description: Presentation on Lean in Higher Ed from the CSU Office of the Chancellor and their experience using Value-Stream mapping to expose waste and rework in their Travel Reimbursement Process. The CSU Office of the Chancellor has developed a 2-day Lean Process Improvement workshop that is open to all CSU and UC employees. Sharing the training between the two systems is part of the CSU Synergy and UC Working Smarter Initiatives. Training dates, registration and materials can be found at
2:50 – 3:15pm

Break and networking

3:15 – 4:50pm

Triple Session 2:

Present 1: Readiness for Change – Scott Barash, Program Administrator, County of Ventura Employee Assistance Program (EAP)

Presentation slidesdl-pdf
Presentation Description: Suggestions for impacting employee resistance to change in an already polarized environment. The emphasis will be on looking at interpersonal interventions that increase motivation and readiness for change.

Present 2: Engaging Multidisciplinary Teams in the LEAN process – Deanna Buelow RN, MSN, Patient Experience and Clinical Operations Improvement Manager and Kris Blanchard RN, MPA, Director of Performance Excellence for Marian Regional Medical Center

Presentation slidesdl-pdf
Presentation Description: Presentation will discuss how to engage multidisciplinary employee teams in the LEAN process. This can be applied in the health care setting and beyond.

Present 3: Crowdsourcing Innovation: Using Vandenberg Air Force Base’s Workforce to Create and Drive Process Improvement – Colonel Brent McArthur, Vice Wing Commander, 30th Space Wing, Vandenberg AFB, CA.

Presentation slidesdl-pdf
Presentation Description: In its quest to improve efficiency and effectiveness, Vandenberg Air Force Base and the 30th Space Wing created a Process Improvement Council to facilitate idea generation and solution implementation. Vandenberg leadership is encouraging its workforce to collaborate using a database called “Spacebook.” Spacebook was developed using a Microsoft Access database, for people to input/shape ideas and solutions for implementation.
4:50 – 5:00pm

Open Forum and Wrap-up – “Building a community of lean practice on the Central Coast”

7:30 –

*Poster Session

Posters to be 36 x 24 inches landscape or 36 x 48 inches portrait. 36-inch hangers and spacing is provided in the break/networking area.

8:00-12:00pm, 1:15-4:50pm

**Community Coaching Café

Lead Coach – Joe Kane, Consultant, Rona Consulting Group

**Coaching Café will consist of a breakout room with a circular arrangement of chairs where individual lean questions are shared with an ad hoc group of volunteer participants and an experienced lean “coach.” Here is my proposal for a poster that will be in the “Community Coaching Café”:

Working Premise: Someone in the lean community has experienced their version of your problem and probably has a comment or suggestion that may help you.


Description: A lean environment is a learning environment, where a great question is much more powerful than a command or a directive. Lean practitioners live in a world of questions, seeking ideas and suggestions from every credible source. At the Lean Community Coaching Café, we create an environment where your great questions are welcomed. For each question, our facilitator will help the group contribute until the person who posed the question has some ideas to try back at the workplace on Monday morning.


Often, the question asked by others is also the question on our mind. Attend this session to learn from your peers while contributing your own experiences and innovations. At the end of the day, come back to see the “Blue Wall” containing the learning points and lessons aggregated during an entire day of interaction and discussion.


Schedule: During the summit, the café will be open at specific times. Come to the cafe, where a great discussion will nourish your mind, while you get a cup of java.


Learning Objectives:

  1. Learn workflow tips and tricks in a facilitated peer group discussion.
  2. Get suggestions from your peers to address your specific issue
  3. Learn from answers to questions which you would not even think to ask.
  4. Collect simple Lean “tips and Tricks” which you can implement in your own workplace
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