Embrace the Changes: Quality & Environmental Management Systems

by Larry W. Sheppard, ISO 14001-2015 EMS & ISO 9001-2015 QMS Consultant

Companies currently certified to ISO 14001-2004 and ISO 9001-2008 must be re-certified to the revised standards by September 15th 2018 or risk the possibility of losing their certification.  The new standards did not add any new requirements; however, some of the existing requirements in the 2015 versions have significant changes. Transition for ISO 14001-2004 and ISO 9001-2008 certified companies should be easy to implement since they have an EMS/QMS base that meets most of the requirements of the 2015 version.

This is where the Alber Enterprise Center of The Ohio State University can assist your company during the transition to the new standards. We would be glad to meet with your management staff and present the new requirements in detail.

 Main changes in ISO 14001:2015 EMS

The new requirement is to understand the organization’s context has been incorporated to identify opportunities for the benefit of both the organization and the environment. Particular focus is on issues or changing circumstances related to the needs and expectations of interested parties (including regulatory requirements) and local, regional or global environmental conditions that can affect, or be affected by, the organization. Once identified as a priority, actions to mitigate adverse risk or exploit beneficial opportunities are integrated in the operational planning of the EMS.

 To ensure the success of the system, a new clause has been added that assigns specific responsibilities for those in leadership roles to promote environmental management within the organization.

The expectation on organizations has been expanded to commit to proactive initiatives to protect the environment from harm and degradation, consistent with the context of the organization. The revised text does not define ‘protect the environment’ but it notes that it can include prevention of pollution, sustainable resource use, climate change mitigation and adaptation, protection of biodiversity and ecosystems, etc. i.e. environmental performance.

There is a shift in emphasis with regard to continual improvement, from improving the management system to improving environmental performance to be consistent with the organization’s policy commitments.  In addition to the current requirement to manage environmental aspects associated with procured goods and service, organizations will need to extend its control and influence to the environmental impacts associated with product design and development to address each stage of the life cycle, i.e. acquisition of raw materials, design, production, transportation/delivery, use, end-of-life treatment and final disposal.

Main Changes in ISO 9001-2015 QMS

Major Differences in Terminology between ISO 9001- 2008 & ISO 9001-2015

 

ISO 9001-2008 ISO 9001-2015
Products Products and service
Exclusions Not used

(See Clause A.5 for clarification of applicability)

Management Representative Not used (Similar responsibilities and authorities are assigned but no requirement for a single management represented)
Documentation, quality manual, documented records Documented information
Work environment Environment for the operation of processes
Monitoring and measuring equipment Monitoring and measuring resources
Purchased product Externally provided product and services
Supplier External provider

 Documented Information has replaced the ISO 9001-2008 version need for the quality manuals and some procedures to define the documented QMS. Documented Information includes instructions, records of process performances, external provider’s performance, internal audits and management reviews etc.

As part of the continual improvement process risk base thinking was added to the revised standard. The concept of risk has always been implicit in ISO 9001 as preventive action. The 2015 revision makes it more explicit and builds it into the total QMS.

Alber Enterprise Center honors organizations for outstanding leadership

(from left) Anne Johnson, Program Manager, Kathryn Brod, President & CEO of LeadingAge Ohio (award recipient), Myra Wilson, Program Director of Alber Enterprise Center (AEC) presented Brod with the Outstanding Achievement and Excellence Award for Collaboration in Framing the Future of Long-Term Care Services. Brod accepted the award for her leadership and continued efforts in assisting AEC and the LTSS consortium with an in-depth look in implementing solutions for the long-term care industry.

Four Ohio organizations and a Michigan consultant were recently honored for their outstanding impact in leadership by The Ohio State University’s Alber Enterprise Center.

The honorees were:  LeadingAge Ohio of Columbus, National Church Residences of Columbus, Uni-Grip, Inc, of Upper Sandusky, Cowen Truck Line, Inc. of Perrysville, and Performance Innovation, LLC of Novi, MI.

Each organization has partnered with the Alber Enterprise Center (AEC) to examine organizational challenges in their respective industries, streamline processes to enhance work flow, and/or receive executive training customized to suit their company needs.

LeadingAge Ohio, Columbus, received the Outstanding Achievement and Excellence Award for Collaboration in Framing the Future of Long-Term Care Services.  LeadingAge Ohio’s outstanding leadership over the course of the past year helped AEC make significant in-roads in identifying organizational challenges in long term services and support.  President & CEO of LeadingAge Ohio, Columbus, Kathryn Brod accepted the award.  Kathryn actively participated in AEC’s Long-Term Services & Supports (LTSS) Consortium and subsequently brought the activities of the consortium under the wing of the HR committee of the LeadingAge Ohio Board of Directors.  These continued efforts will assist AEC and the consortium to take an in-depth look in developing solutions that will make an impact for years to come.  In addition, Brod is a champion in maintaining the partnership between both organizations in moving forward and making an impact on front-line supervisors through their Leadership Challenge® workshops.

National Church Residences, Columbus, received Outstanding Achievement and Excellence Award for Collaboration in Framing the Future of Long-Term Care Services.  National Church Residences’ participation in AEC’s LTSS consortium and their efforts in implementing solutions to revitalize the long-term services and supports for elder care will impact this industry over the course of time.  Moreover, some of the staff’s involvement in AEC’s The BRIDGE facilitator training refined their facilitation process.

Uni-Grip, Inc., Upper Sandusky, received the Investment in Quality Management Systems award.  Uni-Grip’s financial investment in their quality systems and action steps to track measurements of key performance indicators led to their growth.  Within eight months of intense focus on change, a few of Uni-Grip’s impacts were:  reduction in weekly scrap, increase in yearly sales, reduction of past due orders and improvements in staff’s knowledge and awareness in all of these areas.

Cowen Truck Line, Inc., Perrysville, received Outstanding Achievement and Excellence Award for Positive Impact on Business from The BRIDGE: Issue Management Process.  Cowen’s successful utilization of AEC’s BRIDGE Process created the foundation that resulted in crafting a plan to take their organization into the next 40 years to serve their customers. A few areas that have been impacted include: hired new drivers, increased sales in 2015, and enhanced communication with drivers.

Performance Innovation, LLC, Novi, MI received the Outstanding Educational Partner Award for Excellence in Service to the Voice of the Customer.  The outstanding leadership and customer service Performance Innovation, LLC displayed over time helped AEC make an impact with their clientele.  President of Performance Innovation, LLC, Norma Simons accepted the award.  As one of AEC’s most valued educational partners, Simons exhibits great comprehension of Lean Six Sigma and skillfully communicates its complexity in a manner that is clearly understood by her class participants. In addition, Simons’ responsiveness to clients’ needs and flexibility in how her services are delivered whether it is online, face-to-face or a blended approach has shown proven results.

AEC’s Client Advisory Council half-day meeting concluded with the Awards Luncheon. The meeting objectives for council members were to provide feedback on AEC’s past services, input on how the Center can support the business priorities of clients, offer suggestions about new services AEC could provide and ideas for strategic direction.

The Alber Enterprise Center applies the resources of The Ohio State University, OSU Extension, along with a team of organization development consultants to enable Ohio businesses to positively impact economic growth.  For more information, call 740-725-6325 or visit alber.osu.edu.

7 Ways to Align Strategies Within your Organization

vision_and_alignment-325090-editedDo you run your company, or business unit, like items on a checklist?

This could mean that the organization is not aligned and that you are generating waste.

“Great Performance is 1% Vision 99% Alignment” Jim Collins, author of Good to Great

Every organization or institution, for profit or non-profit, is required to achieve results.  The method of getting those results can be structured, or unstructured.

In most cases organizations may have a vision, yet manage by using a strong silo structure.  Every department has its goals and do the best to achieve the stated objective but activities may conflict with the work of other departments.

There is a certain level of waste as groups within organizations work against each other.

Norma Simons, President of Performance Innovation LLC and AEC Solution Partner

Norma Simons, President of Performance Innovation LLC and AEC Solution Partner

Can you achieve results?  Most definitely!!  Most companies and institutions achieve success for years with this model.

However, the problem becomes difficult when changes have to be made over a short period of time.  Such changes may include:

  • Radical changes in the economy
  • Mergers and acquisitions
  • Quick changes in existing customer requirements
  • New markets with new demands
  • The company hires new employees
  • Radical changes in the use of technology, etc.

Question: So how can you ensure that you change and still achieve organizational alignment?

Answer: Develop a Structured Business Operating System.

How can this be achieved?

  1. Vision Mission Values–Begin with a clear understanding of the vision, mission and values.  If they do not exist, then the management team should spend time to document them in a way that is clear and concise.
  2. Strategic Objectives–Document the strategic objectives of the organization as a whole.  Once this is done then this should be in a strategy map (a one page document summarizing the strategic objectives) so that it can be clearly communicated throughout the organization.
  3. Performance Measures (KPIs)– Based on the vision and strategic objectives top management should identify the top 10 key performance indicators (KPIs) that should be used to track performance.
  4. Standard Documentation–Each measurement should be placed on a run chart that shows performance over time.  A Pareto chart can be used to document the top areas that impact performance.  Problem solving teams should then identify the root cause of the performance and solutions that need to be in place for improvement.
  5. Deployment–The key performance measures identified by top management must be deployed in all areas of the organization.  This allows all employees to keep track of activities in each area and to be a part of problem solving activities.
  6. Review–The entire organization needs to have a systematic review process that focuses on key performance measures created in each area.  During the review process, teams evaluate the performance metric and the results of problem solving activity.
  7. Visual Management–The visual management system contains information on the key performance drivers in each area, and results of problem solving activity.  The system serves to communicate the progress of the company as it relates to key areas.

Every organization performs all these and more – so this is not new.  However it is the use of a structured process that will ensure that the organization can achieved expected results in a short time as well as promoting employee engagement.

At a recent luncheon for The Ohio State University Alber Enterprise Center (AEC), I was asked to deliver the following presentation.  Flip through the SlideShare “Aligning Strategies with Operations” to get a few ideas on how to achieve alignment.  

For more information about aligning your processes, contact us at 740-725-6325. 

Norma Simons is Lean Six Sigma Master Black Belt, president of Performance Innovation LLC, and an AEC Solution Partner.  Norma heads a team of qualified professionals in the areas of Lean and Six Sigma. Her success is attributed to her unique integration of performance improvement systems such as Lean, Six Sigma, Design for Six Sigma, quality management systems, business operating systems, and balanced scorecards that have enabled the effective execution of organizational strategy and, ultimately, bottom-line results.

Begin Your Green Belt Journey Today: Lean Six Sigma Registration

Lean Six Sigma Green Belt Program

The Ohio State University’s Alber Enterprise Center Lean Six Sigma Green Belt Program

Lean Six Sigma (LSS) is a methodology and way of thinking that enhances the performance of an organization.  It first was applied in the manufacturing industry but now it is being utilized in healthcare, government, education and several institutions.  LSS provides a template to simultaneously reduce waste, improve the quality of products and services, improve customer satisfaction and increase profitability.  Lean Six Sigma certification requires participants to not only learn the concepts but to demonstrate understanding of concepts through application in simulation projects.

Norma Simons, President of Performance Innovation LLC and AEC Solution Partner

Norma Simons, President of Performance Innovation LLC and AEC Solution Partner

What is a Blended Approach?

This approach combines the traditional classroom style with online self-paced learning using technology.  The extent to which this approach is used will vary depending on the type of technology, the organization, and the material that needs to be covered.  Because Blended Learning combines several different learning styles, it allows participants to work at their own pace and at their own convenience. Class time is then designed for discussing applications of concepts to the work environment and clarifying areas that might not have been clear.

What are the Benefits of a Blended Approach?

  • 24/7 online learning access.  Prior to class, participants learn the core material.  After class they are able to use the information as job aids.
  • Consistent training delivery.  The material as presented ensures that everyone receives the same message which ultimately ensures alignment of company processes.
  • More effective use of classroom time.  With participants at the same level, classroom time focuses more on knowledge application, discussions and hands-on simulations or application to company projects.
  • High retention & better mentoring.  Retention increases when users are able to control their own pace and can review material outside of the class, leaving class time for coaching.
  • Increased access to knowledge, overtime.  The online job aids provides the means to reinforce the learning process at the completion of the program.

What are the components of Blended Learning?

Flip through the “Lean Six Sigma” SlideShare to get a few ideas on the components of blended learning.  The slides also outline the requirements for our certification program.

Now that you have been introduced to the components of the blended learning program for LSS Green Belt, sign up for our next course by September 4, 2015.  For registration details about our Lean Six Sigma Green Belt Program, visit:  http://go.osu.edu/green-belt-registration or call 740-725-6325.

Norma Simons is Lean Six Sigma Master Black Belt, president of Performance Innovation LLC, and an AEC Solution Partner.  Norma heads a team of qualified professionals in the areas of Lean and Six Sigma. Her success is attributed to her unique integration of performance improvement systems such as Lean, Six Sigma, Design for Six Sigma, quality management systems, business operating systems, and balanced scorecards that have enabled the effective execution of organizational strategy and, ultimately, bottom-line results.

 

 

Alber Enterprise Center recognizes outstanding businesses

from far left: Rev. Kenneth Daniel (United Church Homes), from center: Scot McLemore (Honda of America Manufacturing, Inc.), Dave Rasor (Triumph Thermal Systems, Inc.), Mike Patrick (National Lime & Stone Company), in the back (left): Mike Giangiordano (Triumph Thermal Systems) and (right) Dan Sensel (Triumph Thermal Systems)

Ohio businesses who were recognized for outstanding achievement and excellence are (front row from left): Rev. Kenneth Daniel (President & CEO, United Church Homes), Scot McLemore (Technical Development Manager, Honda of America Manufacturing), Dave Rasor (Operations and Lean Champion, Triumph Thermal Systems), Mike Patrick (Manager of Maintenance, National Lime & Stone Company), Mike Giangiordano (President, Triumph Thermal Systems) and Dan Sensel (Director of Engineering, Triumph Thermal Systems)

Six Ohio organizations were recently recognized for outstanding milestones in business by The Ohio State University’s Alber Enterprise Center.

Those receiving awards included: Ohio Presbyterian Retirement Services, United Church Homes, GrafTech International, LTD, Triumph Thermal Systems, Inc., National Lime & Stone Company, and Honda of America Manufacturing, Inc.

“We are honored to recognize the outstanding achievements each of these organizations has made in visioning the future of their particular industries,” explains Myra Wilson, Program Director, Alber Enterprise Center. “They are on the leading edge of leadership development, continuous improvement and innovative culture — three initiatives that form the focus of our mission.”

Each organization has collaborated with the Alber Enterprise Center to address organizational challenges and/or receive executive training tailored to their company needs.

Ohio Presbyterian Retirement Services, Columbus, received the Outstanding Achievement and Excellence Award for Collaboration in Framing the Future of Long-Term Care Services. Ohio Presbyterian Retirement Services and their various staff members have actively attended meetings and their vast amount of expertise have molded and encouraged the work of the Long Term Support Services & Health Care Consortium (LTSS & HCC). Their input is advantageous in aiding the group to shape the vision and future of long-term care services.

President and CEO for United Church Homes, Marion, Rev. Kenneth Daniel accepted the Outstanding Achievement and Excellence Award for Collaboration in Framing the Future of Long-Term Care Services. Rev. Daniel’s guidance and direction led the Center to embark on the beginning stages of the long term support services path. His insights and industry knowledge was instrumental in developing a survey and gathering information that helped shape and guide the work of the Long Term Support Services & Health Care Consortium (LTSS & HCC). These continued efforts are helping AEC and the consortium take an in depth look at healthcare issues and develop solutions that will be impactful for years to come.

GrafTech International, LTD, Lakewood, received the Outstanding Achievement and Excellence Award for Continual Commitment to Human Capital Investment. Over a 3-year period, GrafTech have trained personnel through Structured On-the-Job Training (SOJT) and developed employee portfolios that capture work experience, education, certifications and training. As of June 30, 2014, AEC has issued 223 certificates to GrafTech employees for either Task and or Job Mastery. They also are projecting 120 more Job/Task Mastery certificates that will be issued by June 30, 2015.

from left: Frank Gibson, Myra Wilson, Mike Giangiordano, from right: Dave Rasor, Dan Sensel, and John Hohn (Hardin County Chamber Business Alliance)

(from left) Frank Gibson, Program Manager, and Myra Wilson, Program Director of Alber Enterprise Center presented one of the outstanding client awards to Hardin County’s Triumph Thermal Systems.  Accepting the certificate were Mike Giangiordano, President; Dave Rasor, Operations and Lean Champion; and Dan Sensel, Director of Engineering.  John Hohn, Director of Economic Development for Hardin County Chamber Business Alliance, congratulated the Triumph team.

President of Triumph Thermal Systems, Inc., Forest, Mike Giangiordano accepted the Outstanding Achievement and Excellence Award for Investment in Lean Six Sigma with Positive Impact on Business. Triumph Thermal Systems took an innovative approach to improving quality, efficiency and effectiveness by implementing Lean Six Sigma (LLS) follow up training to continue the initial training previously provided to their yellow belts, green belts and black belts. This past year they invested in training twelve employees in various levels of Lean Six Sigma process improvement. This training continued to enable teams to identify and implement the process, especially to increase higher product quality in two key production areas.

Manager of Maintenance for National Lime & Stone Company, Findlay, Mike Patrick accepted Outstanding Achievement and Excellence Award for Investment in Learning Resulting in Positive Impact on Business. For over ten years, National trained personnel through classroom, hands-on or eLearning. They covered a plethora of topics including customer service, hydraulics, welding, Microsoft office software, issue analysis, customer service and electrical safety. With approximately 40 locations throughout Ohio, National has experienced significant business growth over the years.

Technical Development Manager for Honda of America Manufacturing, Inc. Marysville, Scot McLemore accepted the Outstanding Achievement and Excellence Award for Positive Impact on Business from The BRIDGE: Issue Management Process. Honda’s successful utilization of AEC’s The BRIDGE: Issue Management Process laid the foundation in crafting a plan for feeding qualified workers into the employment pipeline for HAM (Honda of America Manufacturing, Inc.) and HNA (Honda North America) and helped stimulate positive change for maintainable economic growth.

Client Advisory CouncilThe concluding event for AEC’s Client Advisory Council half-day meeting was the Awards Luncheon. The meeting objective for clients was to provide feedback on AEC’s past services, input on how the Center can support the business priorities of other companies, offer suggestions about new services AEC could provide and ideas for strategic direction.

 The Alber Enterprise Center applies the resources of The Ohio State University, OSU Extension, along with a team of organization development consultants to enable Ohio businesses to positively impact economic growth.   For more information, call 740-725-6325 or visit alber.osu.edu.

Using the Blended Learning Approach in Lean Six Sigma

Blended Approach

Norma Simons, President of Performance Innovation LLC and AEC Solution Partner

Norma Simons, President of Performance Innovation LLC and AEC Solution Partner

Blended learning can be defined as a mix of e-learning, face-to-face classroom style instruction, coaching and live or recorded sessions designed to reach a large audience and a wide range of employees.

The approach to learning can be customized using more of each component and will depend on the objectives of the training session and the tools and skills that are needed for employees.

Benefits of the Blended Learning Approach in Lean Six Sigma:

  • Reduces Waste allowing students to learn modules for Lean Six Sigma ahead of time and allows classroom time to be focused primarily on project application.
  • Reduces Cost using the Blended learning model reduces face-to-face instruction time as well as travel costs and material costs.
  • Increases Capability of Students – because students are able to go through the online learning component, they are able to go at their own pace, using assessment methods to evaluate their understanding with an option to return to review and update information.
  • Provides Coaching this is done either in person or virtually and helps students to ensure that they are making progress and fulfilling the requirements at each tollgate.
  • Promotes Just-in-time Learning students are able to learn each tool at the time when they need to be applied, which avoids learning large volumes of material when they are not needed.

The approach to blended learning is innovative and varies depending on companies, students and objectives of the training session.  The traditional methods of learning focus on one-way communication and in some cases do not always allow the type of participation that would encourage effective learning. Blended learning on the other hand delivers a large volume of ideas in a short time, encourages class participants to experiment under the supervision of the instructor and provides the participants with greater skill and a higher level of confidence with the class material when they return to the work environment.

E-learning compliments classroom training rather than replace it.  The approach is innovative and varies depending on companies, students and objectives of the training session.

Lean Six Sigma covers a wider area of content and requires individuals to be ready to implement or apply concepts to company projects in a short time.  The approach to learning allows instructors to focus more on coaching or mentoring rather than lecturing on the basics.

As companies move to implement Lean Six Sigma, it is important that attention is given not only to Lean Six Sigma training to ensure that there is a common language that is clearly understood but also the process of implementation.