A Training Manual Is Not a Lean Business System: The Myth of PowerPoints and SOPs
I’ve lost count of how many times I’ve sat in a boardroom and watched a prospective client proudly present their “Lean Business System” to me. Often, it’s a slick PowerPoint or a thick training manual with a title that suggests it holds the keys to the company’s lean transformation. They’ll show me a detailed deck—120 slides, covering every tool, process, and methodology that supposedly drives their operations. Every slide is packed with information, flowcharts, and terminology that seems to check all the lean boxes.
But here’s the uncomfortable truth: that PowerPoint, that standard operating procedure (SOP) sitting on a shared drive, is not a Lean Business System. A 120-slide deck outlining tools is just that—documentation. It doesn’t change behavior. It doesn’t integrate into the daily work. It doesn’t drive continuous improvement. Most importantly, it’s not how you make lean part of your company’s DNA. I’ve seen this time and time again in my work with clients, and it’s a common misconception that’s holding many organizations back.
The Presentation vs. The Reality
I remember a specific example (without naming the client). We were working with a large company that proudly boasted about their sophisticated XYZ production system. During one of our early meetings, they presented us with their crown jewel: a detailed 120-slide presentation that explained their lean business system from top to bottom. Every slide focused on a different lean tool—5S, value stream mapping, kanban, kaizen, and more—and the final slide neatly tied it all together as if to say, “See? We’ve got this all figured out.”
But the reality? It couldn’t have been further from what was depicted in those slides.
When we visited their plants, we found that most people on the ground had never even heard of this presentation, let alone understood or practiced the system it was supposed to represent. Many frontline employees were unaware that these tools even existed, and managers were too focused on meeting immediate targets to consider implementing any of the lean methodologies described in the document. Worse still, when asked about the company’s lean production system, most people looked confused. It wasn’t part of their day-to-day experience.
This gap between the theory of lean—presented in a slick deck or SOP—and the reality of how the business was actually run is, unfortunately, all too common.
Lean Is More Than Documentation
The problem with thinking a training manual or a PowerPoint deck constitutes a lean business system is that it reduces lean to a checklist of tools. You end up with a framework that looks great on paper but doesn’t drive real change. It’s like building a car engine by copying a diagram without understanding the principles of how it works. You might assemble the parts, but if you don’t know how to fuel it, maintain it, and run it efficiently, it won’t take you anywhere.
A lean business system is not just about having the tools; it’s about how those tools are used in the context of a broader system of continuous improvement. It’s about embedding the right behaviors, habits, and mindsets at every level of the organization. It’s about daily leadership engagement, empowering teams to solve problems at the source, and creating a culture where continuous improvement is part of the fabric of how work gets done.
The problem with most documentation-heavy approaches is that they assume the tools alone will transform the business. But the tools are only one part of the puzzle. A true lean business system requires a holistic approach that integrates the tools into everyday processes, aligns them with strategic goals, and ensures that the culture of improvement is practiced at every level.
The Disconnect Between Leadership and the Frontline
One of the key issues with relying on training manuals and PowerPoint decks is that they often reflect what leadership wants the system to look like, not what’s actually happening on the ground. Executives may be sold on the lean concept, and they’ll push for the creation of a detailed production system that checks all the right boxes. But when they don’t engage with the daily reality of their operations, there’s a disconnect between the vision and the execution.
The frontline workers—the ones who are actually supposed to be using these tools—are often left out of the conversation. They don’t have the time or resources to study a 120-slide presentation. They’re focused on meeting production targets, putting out fires, and keeping things running. If the lean system isn’t made accessible and practical for them, it simply doesn’t happen.
This is why so many companies fail to realize the benefits of lean despite having all the right tools documented. The tools remain theoretical, and the system exists in a vacuum, disconnected from the day-to-day realities of the business.
Cultural Adoption: Lean Has to Be Lived, Not Read
The truth is, a lean business system is only effective if it’s lived, not just written down. It has to be part of the organization’s DNA, woven into the daily activities of every employee, from the CEO to the frontline worker. Lean is not something you implement once and forget about. It’s a way of thinking and behaving that has to be continuously reinforced.
Cultural adoption is the most critical, yet most challenging, aspect of any lean transformation. You can’t email a PowerPoint deck and expect people to suddenly start working differently. You have to engage with them directly, show them how lean principles apply to their work, and support them as they begin to use the tools in practice.
Lean leaders need to be in the trenches, observing processes, asking questions, and guiding their teams toward continuous improvement. It’s about building a culture where people feel empowered to identify waste, solve problems, and make incremental improvements every day. Without this cultural shift, all the PowerPoint slides and SOPs in the world won’t make a difference.
Stop Skimming the Wave Tops
If your lean business system exists primarily in a PowerPoint or on a shared drive, you’re only skimming the wave tops of what lean is truly about. You’re missing the depth and the rigor required to make lean a part of how your business operates at its core.
To drive real change, you have to go beyond documentation. You need to:
A Lean Business System Is Lived, Not Just Written
A training manual or a PowerPoint presentation can be a helpful tool, but it’s not a substitute for a true lean business system. Lean isn’t something you just document—it’s something you do, every day, at every level of the organization.
If your lean system isn’t lived by your people, then it’s not a system at all. It’s just words on a page. For lean to be effective, it has to be embedded in the culture, practiced daily, and championed by leadership. Only then can you achieve the kind of results that lean promises: greater efficiency, improved quality, and a culture of continuous improvement that drives long-term success.
So the next time you’re tempted to rely on a PowerPoint or an SOP to define your lean business system, ask yourself: Is this how we’re actually operating? Or is it just a version of lean that looks good on paper but doesn’t hold up in the real world?
"We are what we repeatedly do. Excellence, then, is not an act, but a habit." – Aristotle
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Damon, Thank you for sharing your insights! I completely agree that it’s crucial to embody Lean principles in our daily lives instead of just writing about them. Lean should really be woven into our everyday routines and cultural habits, going beyond the usual presentations. Your example of how to strategically adopt a Lean culture—by integrating it into our daily activities and actively engaging with the team—really strikes a chord with me. It’s so important to make Lean a tangible part of our work rather than just an idea. The Aristotle quote you mentioned was perfect, and it reminded me of something Vincent Van Gogh once said: “Great things are done by a series of small things brought together.” That really captures the spirit of continuous improvement, doesn’t it? It’s all about those small, consistent efforts that, over time, lead to meaningful change.
Senior Lean Business Operations and Strategy Leader
4 个月100% agree! I have been in an organization where the management fell in love with it s play book and where my lean "boss" "coached" me to only do 1-2 whys in the 5 why analysis so that projects would only take 30 days. I tried to explain to him that proper root cause analysis was not an option and the tool is called 5 whys for a reason ( he even taught the class!!). Could not stay there long...
Director Operational Excellence ◆ Increased Revenue 29% ◆ Gross Margin Expansion 30% ◆ Lead Time Reduction > 50% ◆ President's Award ◆ $1.2B Under Transformation at Firms Like Ingersoll Rand, Trane, Danaher
4 个月Sadly, I’ve seen the same. At one client, the workers called the “leadership” carpet-people. It was no wonder the Business Operating System was not delivering results. Lean is a practice, you keep working it and improving.
Global Supply Chain & Operations Leader | Driving Process Excellence, Site Optimization & Strategic Growth
5 个月This hits home. When I became a plant leader, the LAST thing I wanted to do was develop a powerpoint strategy of how we were going to do lean and process excellence. Instead, we worked on (1) prioritized programs and projects that people could get engaged with and make quick results, (2) Enhancing visibility of teh RIGHT KPIs that actually helped people do their jobs, and (3) challenging and enhancing root cause problem solving. If they worked, we expanded. If they failed, we evolved or abandoned the initiatives. Then we told our story of where we were through our results. This may have seemed un strategic to some (especially those who only visited the plan infrequently), but it was a way to ensure that our entire plant was engaged in the actions and seeing results a quickly as possible so they wouldn't lose engagement while we were selling PowerPoint theory to executives! The business system is important, but it means nothing to the technician on the shop floor. However, engaging them in a productivity or 5S program that incorporates their ideas into the solutions is a tangible approach that brings them along the journey.
Multiplier of Excellence | Quality Manager | Industrial Engineer.
5 个月DAMON BAKER, thanks for showing another way to spot a Lean Impostor.