Data Collection & Mojo Part 3 Assignment Template

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Portland Community College *

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279

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Management

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Apr 3, 2024

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Data Collection & Mojo Part 3 Assignment Template Note: To edit this document, select “ Use Template .” Name Irfan Kizilelma Date Course MSD279A Part I: Learn and Relate Access all the lecture information to answer this section. Describe concepts you learned and relate those concepts to your own work or life experience. 1. What is data collection and why is it important in the Continuous Improvement Program? When developing improvements, data collecting is crucial since without it, there is no way to verify that there is a problem. Data gathering can also be utilized to construct a picture of the current situation and offer an understanding of existing concerns if a procedure is under question. 2. Describe a time when you used data. Describe the type of data you have used on a team to make a decision. (It can be a work, family or volunteer group) example. Was there a data collection plan? What type of data was it (qualitative or quantitative or both)? How did you or the team use this information? Note: Copy/Paste your Discussion post for this question. We typically conduct an inventory count twice a month and gather all the information from ERP and NetSuite to compare it to what is on hand. Due to the monthly output of around 600 orders, each of which carries a unique quantity and sku, this procedure is entirely based on numbers. As a result, it is crucial that the proper criteria are met when orders are dispatched from the system. Because of this, we make sure that our data matches input and output by checking all the specifics and counting every item we have. Yes, we have a strategy for gathering data. Running a report from the ERP system is the first stage; the second is making sure that all orders are tagged as dispatched from the system; and the third is entering all return information into the system, where each item is located in the correct BIN. Each team member was in charge of a single process, and whenever that step was over, we began counting the inventor and comparing the data on the ERP to ensure that the quantities matched. If there was a disparity, we began looking into that specific sku to identify and address the issue.

Part II: Case Study Read Mojo Coffee House Case Study – Part Three and put yourself in Kasey’s shoes. Use all of Week 4 Course Material to answer the questions in this section. Enter your answers in the empty cell of each table. The cell will expand as you type. 1. Describe what Kasey was working to do in this meeting with her team. Was she successful? Why or why not? Kasey, begin applying continuous integration (CI) and employing different approaches, including STP, PDCA, and the four Big Questions, to achieve her objective. I believe she was well-prepared for this meeting and that every detail was carefully considered to prevent misunderstandings. As a result, it was easy to follow and put her data collection plan into action. 2. What type of data did Kasey collect from her team? Give one example. She combined quantitative and qualitative to collect data from her team. 3. What type of data did Kasey develop? Give one example. She breaks it down into five categories: information need, quantitative, qualitative, type of tool, and who, what, where, and when. Each of these categories contains a specific question and how they need to proceed. Case Study Worksheet Task 1: Search the case study and respond to the bold prompts in question column 1 that have no answer in column 2 in (4, 8,9, 11,12, 13 & 14) . Column #1: Questions Column #2: Answers 1. Mojo Cafe Mission: “Fast and friendly service, tasty food at a reasonable cost.” 2. Business Monthly Objective: Make 12% net after expenses 3. How much did the revenue decline: 15% and $1,100 in June 4. Draft a Problem Statement Using 4Ws & H for Casey’s team: What: What is the nature of the problem? Can you explain it in a simple way? Who: Who is facing the problem and who would benefit from its future solution? Who are the stake holders? Why: Why does it matter? Where; Where have you observed the problem? How: How are you part of the problem? 5. SE Mojo manager’s name and experience? Kasey – 2 months - not very much .

6. How many veteran staff are there and what are their names? Four - Pat, JC, Markus and Maya 7. How many new hires are there and what are their names? Two – Tre and Maggie 8. Who works the morning shift and when is it busiest? May will work, and Kasey will work with each shift as well to assign shift duties to train the leads. 9. Where do they purchase food supplies? QuckieStop near the cafe 10. What are they doing to get feedback from their customers? They made the decision to create a Mojo data gathering plan utilizing a straightforward survey, categorize the results, and summarize the results so they could evaluate the information and find solutions based on both the staff's and the customers' experiences. And Kasey would finish this procedure. 11. What processes did they brainstorm? They were determined to use structured brainstorming, and JC and Markus were in charge of drafting the process and procedure. 12. What phases has the Mojo team been through with regards to the Tuckman Model? Performing 13. Before looking at the data - how did Kasey do with answering the first two parts of the 4 Big Quesitons? (Why are we here? Who is doing what - roles?) She did a terrific job on this portion, in my opinion, because instead of asking questions, she provided precise answers to each one, outlining their purpose, responsibility, and role. Task 2: Finish categorizing the customer comments for #3, #4, #5, and #6 and write it in the far right hand column. Do the customer’s comments reflect issues related to Timely service (TS), Food quality (Q), Cost issue (CI), Staff Attitude (SA)? If the customer response is one the team has no control over, mark it as “no control” (NC). I.) What do you like about our cafe? (Positive responses) # of Comments Analyze data by categorizing – Timely service (TS), Food quality (Q) Cost issue (CI) or Staff Attitude (SA) and No Control (NC) 1. The servers are working fast! 4 Timely Service (TS) 2. Food tastes good 12 Q 3. Reasonably priced 8 Which category is this one? ___CI__ 4. Staff smiles when they greet me 7 Which category is this one? __SA___ TOTAL RESPONSES 31

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II.) Please comment on what you think does not go well at our cafe? (Negative responses) # of Comments Analyze data by categorizing– Timely service (TS), Food quality (Q), Cost issue (CI), Staff Attitude (SA) or No Control (NC)? 1. I have to wait too long for my order to be made at lunch time 7 TS 2. The food is good one day and not the next 3 Q 3. Food tastes bad 3 Q 4. The staff seem unpleasant 3 SA 5. I do not have time to stand in a long line for just coffee 11 Which is this one? __TS___ 6. I cannot find a place to park 1 Which is this one? __NC___ TOTAL RESPONSES 28 Task 3: Finish tabulating the data in column 4 (SA). How? Tally all the comments that have to do with “Timely Service”, Quality of Food etc. Determine what * percent of the total comments are positive and negative . Answer questions below on the MSD Checklist Part II, letter ”D”. % comments = # of positive or negative comments ÷ total # of comments 1.Timely Service (TS) 2. Quality of Food (Q) 3. Cost Issue of Food (CI) 4. Staff Attitude (SA) Positive 4 ÷ 31 = 13% Positive 12÷31 = 39 % Positive 8÷31= 26% Positive 7÷31 = 22% Negative 18 ÷ 28 = 64% Negative 6 ÷ 28 = 21% Negative 0 ÷ 28 = 0% Negative 3÷31 = 10% Your Analysis Your Response 1. According to the data above, what should Casey’s team work on first? According to the data, they need to work on their service and staff attitude in order to increase positive comments.

2. What step in the PDCA/6-Step Problem Solving Process and Sub- steps is Kasey’s team in (both macro and sub-step- be specific)? They are still gathering and analyzing data and thinking about various solutions that could deal with the underlying reasons of the issue, thus I believe they are still in the "plan" steps. 3. What will Kasey’s team do next? (Look at the PDCA/6-Step Problem Solving Process and Sub-steps - be specific)? They will move on to the next step, which is "DO,” in order to try the solution to their plan. 4. BONUS POINT: What advice would you give Kasey for the next part of this CI journey? Part III - For Your End of Term Project Notes You will assemble these notes for your final CI PDCA/PSP Team Project. Stay organized. Plan Phase: Analyze Problem & Data Collection. There are three tasks in the section for you to complete. Task 1: Answer the following Questions. 1. Describe how you covered data collection and analysis with your team. From all of our observations and sources, we collected information. Adding details to our Spreadsheet sheet, such as fiction, numbers, and other data After that, we started digging into our data and looking closely at each statistic we came across. 2. Please describe WHY it is important to define the problem, collect data on it (even if you think you know the answer to the problem) & analyze the data you collected? Why would your manager want this approach? Planning begins with defining the issue at hand. This is why it's so important, as defining the issue or problem clearly is one approach to do it. Therefore, data collecting is crucial to achieving our goal since it can help businesses improve the standard of their work.In addition, we can make quicker and better decisions because of data analysis, helping us to save money on unproductive tactics. Because of this, our manager would like to tackle this by ensuring that before making a choice, he or she gets reliable information. Task 2: Collection Data Plan Copy your approved Situation, Target, Proposal below. Review your STP. Think about the issue you have started to define. Determine the metrics, data, and information you will need to analyze the scope of the problem. What data will you need? This process will help you identify questions that need to be answered. Please review Week 3 Approved STPs Examples! This should be brief & as specific as you can make it.

Situation - define your problem (in “as is’/current state - if you know some data EXAMPLES of STPs about it include it.) (What and Who) The shipping, receiving, and accounting teams face inaccurate inventory for flooring. According to data in NetSuite and ERP, there were 8K boxes of flooring that were extra and missing. (when/where) since last May, and nobody has identified why we had this many discrepancies in the inventory. Manufacturing runs 24/7, so there are 4 shifts: A, B, C, and D. However, the shipping and receiving department has only 1 shift, which is 8 a.m. to 5 p.m. Monday through Friday and this discrepancy was caused by the shipping and receiving department.. (How much/the pain) The cost was very high, and it affected our bonuses because each year we receive a bonus between January and February; however, this year we haven’t received the bonus yet because of this issue. The current loss was $79,553 . Target (make this measurable so the team will know when they have achieved it. If a area 5S - increased safety, space reduction, quicker at finding things, audit list?) If a personal improvement - what can the team/family improve by % wise? If financial - what is the % improvement or saving? If work is related - how much improvement?) My goal is to make sure each item is verified by three different departments before entering the warehouse: QC, production, and the warehouse department. Last year, I developed a verification system and set up a SOP for this process. However, newly hired people have never been trained before they start working, so I set up a training session for new hires at least 3 weeks before they take over the job and work independently. Proposal - this was written for you. Including your team will use PDCA/PSP etc. to discover how bad the issue is and what to do about it.) I will use the PDCA/Team Problem Solving Process provided to work to improve this issue in the next 11 weeks through meeting with my team Fill out your Data Collection Plan (with Simple Survey as your tool, unless you and I agree you need additional tools too. Like a tracking sheet for time study or space used/saved for 5S projects. Or, if your workplace already collects data for the issue you are studying.) Information Needed/Question To Ask Who Will Collect? Where to Collect? When to Collect ? Quantitative? Qualitative? Type of Tool NOTES Why is the pchacally count different from the ERP system? Irfan and Javen From accounting team 1-1-23 Qualitative Item tracking list Short each item by its category (wood, bamboo, vinyl) Which sku has huge differences?. Irfan and Javen Pschally count and pull the information from ERP system 1-1-23 Quantitative Item tracking list Identify which items have a huge difference.

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Have we marked it ship all the orders from the system? Javen From NetSuite(E RP) 1-1-23 Qualitative Dashboard Check each orders from dashboard Have we processed all the returns? Alex Return folder 1-1-23 Quantitative Return process tracking sheet Compera what was physically received and what was processed into the system. Do we have any products labeled incorrectly? Alex Check each container's packing list and verify. 1-1-23 Quantitative Transfer order tracking sheet to Tualatin location. Each pallet label and box label. Task 3: Draft Simple Survey Tool Produce a DRAFT Simple Survey Tool for the End-of-Term CI Project. Go to Simple Survey Templates for ideas. Two-minute Survey – The goal of this anonymous survey is to serve you better! Thank you for taking it. We'd like to know what you think about our products/services, so we can continue to provide you with the best product/service we can. Please help us by taking two minutes to fill out the survey below. Please return this survey to Wellmade Flooring by 10-28-23 . 1. How satisfied are you with the product images provided? .......................................................................................................... ..........................................................................................................

2. Were our product descriptions the key deciding factor for your purchase? .......................................................................................................... .......................................................................................................... 3. Did you feel that our team is knowledgeable and professional? Yes/ No 4. What were the top two reasons you gave the recommendation you did? .......................................................................................................... .......................................................................................................... .......................................................................................................... 5. On a scale from 1 to 5, how happy/satisfied are you with our product? (Please circle one) 1 2 3 4 5 Thank you. Now please return the completed survey to the person who gave it to you or send it to us at: [Your address] [Your email address] Employee Satisfaction Survey – Two-Minute Survey The goal of this survey is to find out how new employees feel. We want to improve the experience of

all employees and make sure we do a great job of launching your career here. This is an anonymous survey so feel free to be completely honest. Please fill out this anonymous survey and return it to Irfan Kizilelma by 10-28-23 . On a scale of 1 to 5, with 1 being strongly disagree, 3 being neutral and 5 strongly agree, where would you rank your experience? (Please circle one), Strongly disagree-------Neutral Strongly Agree 1.) Do you feel your work is meaningful and valued? ............................ 1 2 3 4 5 2.) Do you find your workload reasonable? 1 2 3 4 5 3.) Does your manager ask for feedback and value when it’s offered?...1 2 3 4 5 4.) Does management seem invested in the team’s success? 1 2 3 4 5 5.) Is your pay rate enough to keep you from taking a second job? ......... 1 2 3 4 5 Comments – What else would you like to say? 3. Based on your Data Collection Plan above - share any OTHER CI Data Collection Tools you will use here. (You will all use/adapt a Simple Survey & any other tool you determine you need. Such As, checklist, tracking sheet, time motion study, space measurements etc.) a. Simple survey - CHECK! (Everyone will use this unless you and I decide on other tools.) b. & _______ I will use Simple survey. 4. What do you think you are doing well as a leader and what do you want to do better? I believe that as a team leader, I provide my teammates with the guidance they need to stay out of trouble and avoid uncomfortable circumstances. I normally go over our plan in detail both in written and verbally to make sure everyone knows what needs to be done and by whom. In my opinion, cooperation and teamwork are crucial since without a capable team member, we cannot achieve our objective. To be quite honest, I would like to spend more time each day during the workday with each team member to help them identify and clarify any issues they may be having with the task I assigned.

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Data Collection & Mojo Part 3 Assignment Template

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