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Based on human factors, CRM applies to every practice, event or match. If it's important, debrief to the CRM principles below.
Planning: If you fail to plan, you plan to fail
Plan the event, match, practice, meeting, etc
Identify the threats that can derail the plan
Mitigate the threats with a Plan B (sometimes a Plan C, D, etc if it's critical)
Decision Making: Fast decision with 80% certainty is better than a slow decision with 100%
Make decisions using data (CAD, math, prototyping, statistics, etc)
Never resort to voting -- use objective reasoning instead to achieve consensus
Use OODA Loop -- the fastest and most iterative OODA loop wins
Observe: Collect data
Orient: Turn data into useful information
Decide: Make decision based on info
Act: Act upon the decision
Communicating: If you do something, say something
Ensure the team is aware of the plan and decision
The most critical part of CRM and often the one thing that could have prevented the failure
Use debriefs, engineering notebooks, business plans etc
Workload Management: Distribute prioritized work for parallel operations
Spread the workload
Prioritize importance
Monitor: Know the plan and help ensure it's achieved
Be aware of goals of the team
Monitor progress towards the plan even if not the leader
STEP 1: DEFINE THE PROBLEM
Kidlin's Law: If you can write down the problem clearly, you're halfway to solving it
Clearly define the context of the problem
What is REQUIRED? What are the CONSTRAINTS?
What are the NEEDS or MUST DOs?
What are the WANTS or MAY DOs?
What are the AVOIDs or MUST NOT DOs?
Use brainstorming and data collection ("SHOW ME THE DATA")
Add amplifying support statements as needed
Establish goals if applicable
STEP 2: ANALYZE THE PROBLEM
Conduct research
Steal from the best, then invent the rest
Understand not only what other teams have done, but why they did it that way
Collect more data
Take measurements, surveys, stats, etc
Use CAD sketches to explore
Understand the root cause to avoid finding solutions to symptoms only
Ask 5 WHYs: Ask why enough times and you will find the true root cause of the problem (link)
Use Pareto's 80/20 Principle: 80% of the problem comes from 20% of the causes (link)
Use Fishbone Cause/Effect Diagrams: Brainstorm man, method, machine, and material causes that lead to the problem or effect (link)
Revisit STEP 1 if needed to redefine the problem more clearly
STEP 3: IDENTIFY SOLUTIONS
Generate solutions that address the root cause
Consider all options
STEP 4: CHOOSE SOLUTION
Establish a criteria for choosing a solution using tools such as:
Team Capabilities (Know Your Limits!)
Pros vs Cons Table
Risk vs Reward
Cost vs Benefit
Weighted matrix of priorities
Compare solutions against goals and objectives established in STEP 1
Evaluate then choose the most suitable solution
STEP 5: PLAN OF ACTION
Develop an Action Plan
Follow RACI model:
Determine who is RESPONSIBLE (the Lead)
Determine who is ACCOUNTABLE (team member)
Determine who needs to be CONSULTED with
Determine who needs to be INFORMED (mentor)
Determine deadline for completion-
Include specific details of task to be accomplished
Should clearly answer all questions on what needs to be done
STEP 6: IMPLEMENT
Track progress of action plan
Evaluate/test results
Show the data, images, videos
State the conclusion to the problem
Show results against goals and objectives in Step 1
Redefine Step 1 as needed
Match the Leadership Style (S1 - S4) to the Follower development level (D1 - D4)
Directing (S1-D1):
Easiest to execute...tell them what to do
Have a detailed plan, assign simple tasks with timeframe and followup
Coaching (S2-D2):
Hardest to execute...requires investigative research
Engage and investigate what limits commitment
Have a detailed plan, assign simple tasks with timeframe and followup
Provide encouragement and incentive for completion
Supporting (S3-D3):
Rewarding area of most team growth
Have a detailed plan, assign more complex tasks with timeframe
Provide resources and tear down obstacles so they can succeed
Listen to their plan and provide feedback
Delegating (S4-D4):
Fire and forget
Communicate vision and goals
Assign areas of responsibilities with expectations and timeframe
Provide resources and tear down obstacles so they can succeed
Lean methodology to minimize wasteful steps and increase process effectiveness; Link: 5 Steps of 5S Explained
Sort: Remove unnecessary/unused items to free up space and clutter
Set: Order parts and supplies in place closest to point of use
Minimize back and forth walking to find tools/supplies
Shine: Clean the area to identify problems/defects more easily
Keep tools/parts off the floor
Use project bins to stay organized
Anything on the floor is assumed to be an important part of something, rather than trash
Standardize: Implement standardized best practice in day to day processes
Identifies weaknesses in the process more easily which facilitates process improvement
Every person's behavior expectation becomes the norm and predictable
Sustain: Create routine habit to maintain organization and effectiveness