How can visual management tools help you communicate the status of a process?

2 Types of visual management tools

When communicating the status of a process, there are many types of visual management tools to choose from, depending on the purpose, scope, and complexity of the process. Charts and graphs are graphical representations of numerical data that can show trends, patterns, variations, and comparisons (e.g., line charts, bar charts, pie charts, histograms, Pareto charts, and control charts). Dashboards and scorecards are collections of indicators and metrics that can show the overall performance and progress of the process or a specific aspect of it (e.g., balanced scorecards, key performance indicators (KPIs), and traffic light systems). Boards and signs are physical or digital displays that can show information and instructions related to the process (e.g., whiteboards, kanban boards, huddle boards, andon boards, and signage). Maps and diagrams are visual representations of the flow and structure of the process (e.g., process maps, value stream maps, flowcharts, fishbone diagrams, and spaghetti diagrams).

3 Design and implementation of visual management tools

To design and implement visual management tools effectively, you need to consider various principles and steps. Clarify the purpose and audience of the tool, as this will help you select the right type and format of the tool, as well as the relevant information and data to include. You must also gather and process data to be displayed on the tool. The layout and appearance of the tool should be arranged and presented in a clear and attractive way, taking into account size, location, orientation, visibility, and accessibility. Test and refine the tool by testing with intended users, collecting feedback, making adjustments, monitoring impact, and evaluating effectiveness. Lastly, educate and involve users by explaining purpose, demonstrating how to use and update the tool, encouraging participation and feedback, and establishing rules and responsibilities for the tool. Visual management tools are useful for communicating process status; with proper selection, design, implementation, training, and engagement they can be used to monitor and improve processes while creating a common language for continuous improvement.