Unlocking Efficiency: The Value of Benchmarking Trips

Unlocking Efficiency: The Value of Benchmarking Trips

I once worked with the owner of a global enterprise creating with around 2 billion in sales in 19 countries. There was a time when he took his leadership team to tour a competitor company with over 11 billion in sales in 100 countries. This other company knew they were competitors, but welcomed them anyway. As the leadership team was escorted through the beautiful welcome center exposing them to the 4000+ employees across a 280 acre headquarters property, I specifically remember one of the leaders saying, "What can we learn from this giant? We aren't even close to them." The owner responded, "I wanted you to see what is possible."

One crucial tool within the lean toolkit that often goes underutilized is benchmarking trips. These trips provide organizations with a unique opportunity to learn from industry leaders, identify best practices, and implement improvements that can significantly impact their bottom line.

Understanding Benchmarking in Lean:

Benchmarking is the process of comparing one's own performance, processes, and practices against those of industry leaders or competitors. In the context of lean process improvement, benchmarking trips involve sending key personnel to visit organizations known for their excellence in a particular area. This firsthand experience allows teams to observe best practices, gain insights, and adapt successful strategies to their own operations.

Key Benefits of Benchmarking Trips in Lean Process Improvement:

  1. Identifying Best Practices: Benchmarking trips provide organizations with a unique opportunity to witness firsthand the processes and practices that contribute to the success of industry leaders. Observing these best practices can spark innovative ideas and reveal areas for improvement within one's own operations.
  2. Accelerating Learning and Knowledge Transfer: While reading about best practices can be informative, experiencing them in person is unparalleled. Benchmarking trips accelerate the learning process by allowing team members to ask questions, engage in discussions, and gain a deep understanding of the methodologies being employed by top-performing organizations.
  3. Cultural Integration: Organizational culture plays a pivotal role in the success of lean process improvement initiatives. Benchmarking trips not only provide insights into operational processes but also offer a glimpse into the cultural aspects that contribute to the success of high-performing organizations. This cultural integration is crucial for the successful adoption of lean principles within one's own organization.
  4. Building a Network of Experts: Benchmarking trips offer the opportunity to connect with industry experts and build a network of professionals who can provide ongoing support and guidance. Building relationships with organizations that excel in specific areas creates a valuable resource for future collaboration and knowledge-sharing.
  5. Enhancing Employee Engagement: Involving key personnel in benchmarking trips is an investment in their professional development. Exposure to innovative practices and successful methodologies not only inspires employees but also instills a sense of pride and ownership in their role within the organization.


In the journey towards operational excellence, benchmarking trips stand out as a powerful tool in the lean process improvement toolbox. The firsthand experience gained from visiting industry leaders allows organizations to identify best practices, accelerate learning, integrate cultural aspects, build a network of experts, and enhance employee engagement. By embracing benchmarking trips, organizations can unlock the full potential of lean process improvement, leading to sustainable success in today's competitive business environment.


Paul Dunlop

Supporting Businesses and Leaders to go from Chaos ?? to Calm Productivity ?? ?? through putting People first, growing Leaders and enabling Lean thinking.

1 年
Juan Mauro Cardenas Madero

30+ years helping organizations to get more productivity, better quality and less cost.

1 年

I totally agree with the value of benchmarking and the coments, but there is another option. Let me share one experience. Some years ago, in the company I was working, we received the opportunity to go in benchmark visit to an excellent company ... but at same time we had the responsibility of reading some books every year, and we were focused in the Lean Thinking book (green color cover), one section says "You do not need benchmark visits, just compare your actual condition versus perfection and work to fill the gaps". I was reading the book in the airport, waiting for the departure time to that plant with all the manager team. So, I told that to plant manager, ... he got upset with me, and told me to close the book.

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Joe Sprangel, DBA

Driving Profitability in Manufacturing by Integrating Sustainability and Operational Excellence. Strategy Trainer & Facilitator/Fractional Chief Strategy Officer | LinkedIn? Editorial Top Voice 2024

1 年

My experience with benchmarking trips is similar to the business owner response of "I wanted you to see what is possible." Most companies looking to adopt lean cannot look across their chaotic plant with fires burning all around and see "what is possible." However, if they can go elsewhere to observe it and more importantly hear from others that were once in a similar situation. Getting insight as to what were their struggles and how they worked through them is invaluable.?

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Fabiano Prado

Especialista em Gest?o de projeto | Especialista Lean | Green Belt Six Sigma

1 年

Really, Benchmarking trips are very important to exchange experiences and learn quickly. But the managers needs to have an open mind and wanting to change the culture of Company. This is in my opinion the most difficult thing to do.

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