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Updated · About 45 minutes

Daily management and tier meetings training presentation

Daily management is how a team finds out yesterday's problems and deals with them today: short meetings at set times from the team up to plant leadership, a board at each one that shows results against target, and a rule for passing up what a tier cannot fix. This free deck teaches it in about 45 minutes. Its 19 editable slides cover the parts of the system, the tiers, the team huddle and the area meeting, what a board shows, escalation, an illustrative example of a red travelling up, what to do when a measure is red, how leader standard work keeps it going, how to start small, the common mistakes, a 20-minute huddle exercise and four check questions with answers. Every slide has speaker notes.

Free to use: print it, copy it and edit it for your team. Enter your name and work email once to download.

The cover slide of the daily management and tier meetings training presentationThe title Daily management and tier meetings on a navy background with the LeanSuite logo.
19 editable slidesSpeaker notesThe parts of the systemFour tiersHuddle and area meetingEscalation rulesIllustrative exampleCommon mistakesHuddle exercise4 check questions with answersPDF handout

A look inside

What is in the 19 slides

For team leaders, supervisors, managers and plant leaders who run or attend daily meetings. Widescreen, in plain language, with speaker notes on every slide.

  • Slide 4 of the daily management and tier meetings training presentation: The parts of the system.
    Slide 4: The parts of the system
  • Slide 10 of the daily management and tier meetings training presentation: Example: a red on delivery travels up.
    Slide 10: Example: a red on delivery travels up
  • Slide 16 of the daily management and tier meetings training presentation: Try it: run a 15-minute huddle.
    Slide 16: Try it: run a 15-minute huddle
  1. 1Daily management and tier meetingsCover
  2. 2AgendaWhat daily management is · The tiers · The board and the huddle · Escalation · Keeping it going · Run a huddle
  3. 3What daily management isA way to find out yesterday's problems and deal with them today.
  4. 4The parts of the systemMeasures, Meetings, Escalation, Routine
  5. 5Tiers, one cascadeNames and numbers vary by plant. The idea does not: each level fixes what it can and passes up what it cannot.
  6. 6Tier 1: the team huddleSame time, same place, at the team's own board, standing.
  7. 7Tier 2: the area meetingWhere escalations most often stall.
  8. 8What the board showsA board shows results against target, so a red is obvious from across the aisle.
  9. 9Escalation: the rulesA problem the tier cannot solve moves up on a time limit the plant sets.
  10. 10Example: a red on delivery travels upA packing line. Illustrative.
  11. 11A useful huddle and a poor oneThe same meeting can help or waste a team's time.
  12. 12When a measure is redA red is a trigger for action, not a line in a report.
  13. 13Leader standard work keeps it runningBoards and meetings fade when nobody checks them.
  14. 14Starting smallStart with one area, not the whole plant.
  15. 15Common mistakesLong huddles that turn into problem solving.
  16. 16Try it: run a 15-minute huddleA 20-minute team activity
  17. 17Check your understanding4 check questions
  18. 18AnswersThe answers, to discuss
  19. 19Key points and next stepsNext: start one board and one huddle in one area.

The 45-minute session, slide by slide

  • Slides, about: 25 minutes
  • Activity (slide 16): 20 minutes
  1. Present · 15 slides

    1. 1Daily management and tier meetings
    2. 2Agenda
    3. 3What daily management is
    4. 4The parts of the system
    5. 5Tiers, one cascade
    6. 6Tier 1: the team huddle
    7. 7Tier 2: the area meeting
    8. 8What the board shows
    9. 9Escalation: the rules
    10. 10Example: a red on delivery travels up
    11. 11A useful huddle and a poor one
    12. 12When a measure is red
    13. 13Leader standard work keeps it running
    14. 14Starting small
    15. 15Common mistakes
  2. Do the activity · 1 slide

    1. 16Try it: run a 15-minute huddle
  3. Check and follow up · 3 slides

    1. 17Check your understanding
    2. 18Answers
    3. 19Key points and next steps

About 25 minutes of slides and 20 minutes of activity. Present: slides 1 to 15 (Daily management and tier meetings; Agenda; What daily management is; The parts of the system; Tiers, one cascade; Tier 1: the team huddle; Tier 2: the area meeting; What the board shows; Escalation: the rules; Example: a red on delivery travels up; A useful huddle and a poor one; When a measure is red; Leader standard work keeps it running; Starting small; Common mistakes). Do the activity: slide 16 (Try it: run a 15-minute huddle). Check and follow up: slides 17 to 19 (Check your understanding; Answers; Key points and next steps).

Prepare happens before slide 1: read the notes and swap in your own example. Then the deck runs in order: present is slides 1 to 15, do the activity is slide 16 and check and follow up is slides 17 to 19. The check questions come before their answers, so ask first.

How to run it

Running the session

  1. 1

    Prepare

    Read the speaker notes once and swap the illustrative example for one from your own area if you have it. Print the PDF if people like a handout.

  2. 2

    Present

    The slides take about 25 minutes. Every slide has notes, so you can talk from them rather than read the slide.

  3. 3

    Do the activity

    Pick a team and a board, even a flipchart with four measures. The activity slide takes the team through it step by step; allow 20 minutes.

  4. 4

    Check and follow up

    Ask the check questions before showing the answers, then agree one next step with an owner and a date before people leave.

The check questions

1. What happens to a problem the team cannot fix?
It is escalated to the next tier with a named owner and a time limit, and the answer comes back to the team.
2. Why should problems not be solved inside the huddle?
Solving takes the people who know the work and more time. The huddle is for seeing and assigning, so it stays short.
3. A measure is red. What goes next to it?
An action with one owner and one due date, checked at the next huddle.
4. Which tier takes the problems the team huddle could not solve?
Tier 2, the area meeting. Numbers vary by plant, but each tier takes what the tier below cannot fix.

FAQ

Daily management and tier meetings training presentation: common questions

  1. A system of short meetings, visual boards and escalation rules that lets a team find yesterday's problems and deal with them today. The meetings run in tiers from the front-line team up to plant leadership, and a leader routine keeps them going.

  2. A cascade of short stand-up meetings held at set times each day, from front-line teams (tier 1) to area leaders (tier 2) and plant leadership (tier 3 and above). Each tier reviews results against target and passes up what it cannot solve.

  3. About 45 minutes: roughly 20 minutes of slides, a 20-minute huddle exercise and the check questions.

  4. There is no fixed number. Some sites run two, a team huddle and a site meeting, and large plants run four or more. Start with one team huddle in one area, and add a tier when the one below it works and has escalations to hand up.

  5. Yes. The PowerPoint file is fully editable, including the speaker notes. Many teams swap the illustrative example for a real escalation from their own area.

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