Past Summits

Central Coast Lean

Summit 2017


Pre-Summit Workshop – Thursday, 9Feb 2017

Summit – Friday, 10Feb 2017


Pre-Summit Workshop: Thursday, 9Feb, 2017, 8-11:30am or 12:30-4:00pm (3.5 hrs)


Facilitator: Jerry M. Wright, PE, MBA

Workshop Description: Trying to manage your personal and your team’s priorities in today’s non-stop, constantly “plugged-in and turned-on” world can be nerve-racking. Learn the surprising paradox of slowing down to go faster by choosing what NOT to do. Presenter Jerry M. Wright, is an expert on Lean, Management and Personal Success. During the workshop, participants will learn simple and effective ideas to control the “whirlwind” of everyday life and get more things done than thought to be possible. The idea of visual organization, visual prioritization AND using today’s prevalent technologies will enable both a personal and team transformation to greater success. Methods include a personal daily prioritization that can be managed on your PC or Smartphone with Outlook or similar as well as a Team Prioritization and Visual Management tool that drives greater success. Finally, hear about the idea worth $450,000 and how you can use it in your life!

Learning Objectives: What You Will Learn

  1. Use the $450,000 idea to get more done, faster and better.
  2. Implement visual controls of your daily whirlwind (personal and team objectives).
  3. Use today’s tech to make use of the tools with flair!

Summit Thursday afternoon: Process Improvement Lab Tour and Demo

Lean Networking Reception: Thursday, 9Feb, 2017, 4:30-6:00pm

  • Free for Pre-Summit Workshop or Summit attendee and guest

  • Wine, beer, soft drinks, and hot appetizers, etc

Summit: Friday, 10Feb, 2017, 8am-5pm

7:30-8:00am – Registration and continental breakfast:

8:00-8:10 – Welcome

8:10-9:00 – Keynote

Title: A Factory of One: Applying lean concepts to improve your own performance.

Presenter: Dan Markovitz, President, Markovitz Consulting

Topic Description: Managerial time and attention is the scarcest resource any organization has. Yet when you look at most companies, managerial workflow is riddled with waste and inefficiency. Up to now, lean tools have been applied to business processes. But what about the waste in the way managers work within those processes? The latitude that managers have to determine their actions each day, and the high degree of unpredictability in their daily work content, is a recipe for waste and inefficiency.

This session will show you how to apply lean concepts and tools to your own work to reduce the waste in your day, and increase the amount of time and attention available for creating value. By blending classic organizational and time management techniques with lean thinking, it will help you it will create a seamless extension of what’s being done on the shop floor with what’s being done in the office.

9:00-9:30 – Networking Activity

Sharing Challenges and Expectations – facilitated by Matt Roberts, CCL SLO Liberating Structure User’s Group Coordinator

Description: In this high energy, interactive exercise we will be getting up out of our chairs to rapidly share challenges and expectations while building new connections. We will be using a large group facilitation technique called “Impromptu Networking” ( ) to identify issues of common interest and get to know one and other.

Note that we have a Liberating Structures User’s Group to learn and practice these types of techniques.

9:30-9:45 – Break and Networking

9:45-11:30 – Workshop 1

Title: Leader Standard Work – Sustaining the Lean Transformation

Facilitator: Mike Osterling – Facilitator, coach, author and speaker, Osterling Consulting, Inc.

Workshop Description: Countless organizations have taken the lean leap and seen fantastic benefits from kaizen, standard work and other lean tools and techniques. While individual improvement activities have created excitement and measureable improvements, most transformations don’t live up to expectations. It is commonly observed that the root cause for this gap rests on the shoulders of management – but what is it we are failing to do? Come to this session to gain insights as to what your supervisors, managers and leaders can do to take your performance improvement program to the next level.

Learning Objectives: In this interactive session you will:

  1. Learn what Leader Standard Work is, and who it applies to.
  2. Understand how Leader Standard Work creates daily connectivity between high-level strategic objectives and daily activities and performance.
  3. See examples of Leader Standard Work and get ideas on how to quickly start adopting in your organization.


11:30 – 12:15pm – Lunch and Networking

Case Present 1 12:15 – 12:45

Title: Developing the Lucile Packard Quality Management System

Presenter: John Boyko – Director, Performance Improvement Stanford Children’s Hospital

Presentation Description: Lucile Packard Children’s Hospital Stanford began their continuous improvement journey in 2003 by adapting the Institute for Healthcare Improvement’s (IHI) framework. This led to a “tools” based quality management program with an emphasis on quality and patient safety. As the organization progressed so did its Packard Quality Management System (PQMS). In 2010 the organization launched its first value stream within its perioperative services. The perioperative value stream helped build awareness to lean principles and serve as a learning lab for the organization. This presentation discusses key learnings as well as how the organization’s management system evolved over time. Attendees will learn how through this almost ten year journey of consistent improvement cycles, the Packard Quality Management System has gone from a tools based initiative to an agile and integrated purpose based approached.

Attendees will also learn about the widespread capabilities of the Packard Quality Management System in both clinical and non-clinical areas. Examples to be presented will include improvements in MRI utilization and streamlining the human resources process of new employee onboarding.

Key learning points include:

  • Establishing a true goal deployment process
  • Utilizing Daily Management Systems as an integral driver to a lean transformation
  • Improving communication and alignment through Tiered Huddles

12:45 – 2:30pm – Workshop 2

Title: Conflict is the Root of All Waste

Facilitator: Scott Gauvin

Workshop Description: Despite the fact that LEAN promises lower costs, better working conditions and environments, higher productivity, and profits, up to 97% of Lean Implementations fail.


When companies tackle CI, they typically do so with the physical implications of waste in mind: Inventory, space, materials, time and human capital. But an insidious waste undermines value even more significantly and pervasively: Unresolved conflict.


To successfully implement Lean and manage the emotional “muda” that bottlenecks progress, leaders must learn to identify and better address two issues fundamental to success:

  1. The conflict that drives waste in the first place.
  2. The organizational Structures and Activities your company may have in place that create or enable negative Behavior and Attitudes (SABA), give rise to conflict and inevitably weaken improvement efforts.

Behavior, not just process is to blame for loss of productivity.

Learning Objectives: Designed for operations leadership and CI executives key insights from this one day workshop include:

  1. Exploring the organizational dynamic and how it underpins company culture.
  2. Common culprits of internal conflict
  3. How to identify the conflict that manifests as waste
  4. The role strategic misalignment plays in creating conflict
  5. The role you play in creating conflict
  6. How different behavioral tendencies respond to stress and confrontation
  7. Strategies for effectively mitigating conflict
  8. How to manage the stress, anxiety and miscommunication that stall many change and CI initiatives
  9. How to sustain lean investment and performance gains through a more balanced, engaged and high performing team

2:30-2:45pm -Break and Networking

2:45 – 3:15 – Case Present 2

Title: From Theory to Action: Deploying Lean throughout UC San Diegoo


Ashley Gambhir – Senior Director, Strategic Initiatives





Kristin Kielich – Senior Business Solutions Analyst & Six Sigma Green Belt





Presentation Description:

How do organizations outside of manufacturing benefit from lean? UC San Diego will share how it applied lean principles, tools, and best practices to make sustainable improvements. With reduced funding, increasing operating costs, and higher student expectations, UCSD must operate efficiently in order to stay competitive and provide high quality education and research. Still in its infancy, highlights will include lessons learned and successes achieved. Discover how other service organizations can also deploy similar strategies to keep a balance of service quality, operational efficiency, financial sustainability, and employee satisfaction and effectiveness.a

Key Learning Points:

      • Understand how UC San Diego strategized to foster a culture of Lean and Six Sigma.
      • Discover successful methods for engaging and supporting a diverse range of staff in Lean and Six Sigma methodologies.
      • Learn the importance of reinforcing a culture of continuous improvement.

3:15 – 3:45 – Case Present 3

Title: Over Processing Continuous Improvement: Gaining commitment for change and sustainability on a manufacturing assembly line

Presenter: Dominic Enriquez – Director of Operational Excellence, Zodiac Aerospace – Seat Shells U.S.

Presentation Description: Zodiac Seat Shells U.S. in Santa Maria, CA is the premier design and manufacturer of Business Class seats for commercial aircraft, mainly supporting Airbus and Boeing OEMs. Over the years, Seat Shells has struggled with meeting its customer commitments, and the missed quality delivery of a recent Airbus program was no exception. The intent of this lean project was to make a step change, leveraging Lean and Six Sigma methods to improve the poor customer perception. Entering into such a highly sensitive program with continuous customer oversight, executive pressures and unrealistic timelines, it was necessary to make radical change, to Kaikaku. We will explore an example which suggests that effective, radical change can be made by simplifying the complex or “clever” systems we sometimes inadvertently design.

3:45 – 4:15 – Learning Activity

Lean Leader Behaviors – facilitated by Troy Weipert, Director of AFD Network and Technology Services, Administration and Finance, Cal Poly

Description: : In this interactive exercise we will have fun exploring “How would you do a really bad job starting (or restarting) lean in your organization?” in order to know what we must stop doing. We will be using a large group facilitation technique called “Making Space with TRIZ” ( ) to challenge sacred cows safely and encourage heretical thinking.

4:15 – 4:45 – Case Present 4

Title: But This is How We Have Always Done It

Presenters: Derek Johnson – Assistant City Manager & Cori Ryan – Administrative Analyst from the City of San Luis Obispo.

Team Description: Derek and Cori have played key roles in the Cities efforts to make public sector processes lean. Cori is Black Belt certified through the City/County of Denver’s Peak Academy. Derek received his Green Belt certification in the City of San Luis Obispo’s first cohort instructed by the three City Black Belts. The Cities’ process improvement team has worked on such processes as workman’s compensation, reorganization of support departments, new software implementation and building permit processing.

Presentation Description: “But, this is how we have always done it”. Have you ever heard these words before? Chances are, if you are in the role of being a change agent, you hear this all day, every day. In the public sector, this is one or biggest struggles as we work to implement lean business processes. Derek and Cori will talk about why the City has a need to go lean, what they have worked on so far, where have they struggled and the Cities’ lean goals.

4:45-5:00pm – Open Forum and Wrap-up

Building a community of lean practice on the Central Coast

7:30-5:00pm – 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.

8:00-11:30, 12:15-4:50pm

Lean Coaching Café

Lead Coach: Dave Beaumont – Senior Expert, McKinsey & Company | Global management consulting

Coaching Café will consist of a breakout area 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.”

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 Coaching Café, we create an environment where your 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.

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 that you would not even think to ask.
      4. Collect simple Lean “tips and Tricks” which you can implement in your own workplace

NOTE: It is NOT the goal of the Lean Coaching Café or the Lead Coach to provide a definitive answer to any particular problem or question. The goal is to maximize participation and allow lean community members to pull and deliver value.




  • Pre-Summit Workshop – Jerry Wright — DRIVING PERSONAL AND TEAM SUCCESS BY USING THE $450,000 IDEA
  • Keynote – A Factory of One – Applying lean concepts to improve your own performance with Dan Markovitz author of A Factory of One
  • Mini-Workshops
    – Mike Osterling – Leader Standard Work – Sustaining the Lean Transformation
    – Scott Gauvin – Conflict is the Root of All Waste
  • Case Presentations – Stanford Children’s Hospital, UC San Diego, others
  • Coaching Cafe
  • Lean Posters

Date: February 9-10, 2017


  • Provide lean content that will be of value to a wide variety of lean practitioners, including those in business, education, government and non-profits.
  • Continue to build the Central Coast Lean Community by providing visibility and networking opportunities.

Pre-Summit Workshop

  • Thursday, February 9, 2017
  • Pick either 8:00-11:30am or 12:30-4:00pm
  • Space is limited!

Lean Networking Reception

  • Thursday, February 9, 2017, 4:30-6:30pm

Summit: Friday, February 10, 2017, 8am-5pm


Hotels close to Summit

Sponsoring Organizations

  • Orfalea College of Business
  • Industrial Technology Society
  • Systems Optimization Club
  • EVC
  • Gemba Academy
  • Markovitz Consulting
  • Lean Leadership Academy​
  • AME

Want to be a Sponsor?

  • Summit sponsorships are available for $1500.
  • Request to Eric Olsen and make payment on the registration website

The package includes:

  1. A sponsorship slide scrolled during start-up and breaks,
  2. Company logo on the Summit website and the CCL Sponsorship page all year,
  3. Two invitations to the Lean Networking Reception Thursday night (includes 2 guests or 4 total),
  4. Two free registrations to the Summit ($460 value),
  5. Table and/or poster in the break area if desired.

Note that the Pre-Summit Workshop(s) is not included in the package.

You can be added to the distribution list for future announcements about Central Coast Lean events and training by clicking on this link and entering your name and email.

Host and Summit Facilitator:
Eric O. Olsen, PhD





03-405 | 1 Grand Ave, San Luis Obispo, CA 93407 | 805 756-1754 | cell 805 602-0228 | webpage: /directory/profile/eric-olsen/

ITP Values: Honesty, Respect, Responsibility, Fairness, Compassion, and Safety

~View Central Coast Lean Summit 2016~

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