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Davis Balestracci

Six Sigma

Are You Becoming a ‘Qualicrat?’

Beware of letting data and analysis muscle out embedded quality improvement

Published: Wednesday, September 22, 2010 - 05:00

During my recent travels, I have noticed an increasing tendency toward formalizing organizational quality improvement (QI) efforts into a separate silo. Even more disturbing is an increasing (and excruciating) formality. Expressions such as “saving dark-green dollars” are creeping into justifications for such “programs,” usually referred to as Six Sigma, lean, or lean Six Sigma. As always, Jim Clemmer pinpoints this trend perfectly:

“The quality movement [has given] rise to a new breed of techno-manager—the qualicrat. These support professionals see the world strictly through data and analysis, and their quality improvement tools and techniques. While they work hard to quantify the ‘voice of the customer,’ the face of current customers (and especially potential new customers) is often lost. Having researched, consulted, and written extensively on quality improvement, I am a big convert to, and evangelist for, the cause. But some efforts are getting badly out of balance as customers, partners, and team members are reduced to numbers, charts, and graphs.”

“Doing” QI vs. transforming an organization

Contrast Clemmer’s description with my view of how a quality focus should transform an organization:

QI: “One-shot” skills training via courses
Transformation: Routine, continuous education through daily work

QI: Many teams of key personnel focused on routine, daily operational issues
Transformation: A few top management-led teams focused on key strategic issues

QI: Heavy emphasis on tools   
Transformation: Entire work culture educated in QI theory

QI: Focus on obvious, current problems—representing 3–15 percent of opportunity—through:

• Formal problem identification

• Problem-solving tools

• Management guidance teams

• Formal team reviews

• Storyboards

• QI coordinator and formal quality structure

Transformation: Focus on hidden problems—representing 85–97 percent of opportunity—through:

• Appreciation of systems and interactions

• Cultural and individual psychology

• Deep understanding of variation

• Use of data to test improvement theories

• Continuous establishment and documentation of routine processes important to customers

QI: Team facilitators with QI tools skills
Transformation: Change agents with formal cultural change skills in addition to problem-solving skills

QI: Arbitrary numerical goals and traffic-light reporting
Transformation: Understanding variation and process capability through targets, runs, and control charts. Establishing an integrated measurement system via a balanced scorecard

QI: Management behavior is: • Comfortable with maintaining the status quo

• Shortsighted, so solves problems only as they crop up

• Reactive to variation and treats each as unique with special causes

• Task-oriented, so chooses projects and reviews progress

• Distancing, so sends people to courses

Transformation: Management behavior is:

• Engaged and seeks to understand and improve processes

• Constantly facilitating problem solving and removing cultural barriers

• Proactively responsive to variation, so asks, “Is this common or special cause?”

• Able to exhibit QI skills through behavior

• Interested in teaching QI through routine daily work and meetings

QI: Quality is a “certain percent” of the job and explicit
Transformation: Quality is 100 percent of the job and implicit

Built in, not bolted on

Until quality concepts permeate an organization’s culture to the point where the words “statistical” and “quality” are dropped as qualifiers because they are givens, any “dark-green dollar” savings will be nickels and dimes compared to what is truly possible.

Many organizations are still locked into the mindset of quality as a “bolt-on” program rather than the strategy for developing a strategy. And the “guru vs. guru wars” continue, which means that people still don’t get it.

I once received some feedback from a concerned reader who thought I tended to poke fun at quality programs, especially lean Six Sigma (LSS). I don’t (well, maybe a little), but he said it so well: “I suppose it is valid to poke at those who would market [lean Six Sigma] as a quick fix (and deliver nothing but high-priced training), but I do believe that when viewed as a culture, infrastructure, methodology, and metric, LSS is a disciplined way to organize for quality and make improvements project by project. However, it pains me to have our initiative questioned by folks who, when I referred them to your site (to order your book), come back even more suspicious about LSS.”

In essence, he and I agree. This person does indeed get it, and I apologize for any others I may also be offending.

But the comment got me thinking. There is a message that always bears repeating: Total quality management (TQM), continuous quality improvement (CQI), Six Sigma, LSS, and the Toyota Production System all come out of the same theory, which truly hasn’t changed in the last 22 years.

And, by the way, did you notice that my reader’s comment included the term “project by project?”  I’m not sure that approach (on which Juran’s success was based during the 1970s and 1980s) is going to be effective any more. As I’ve tried to show, this thinking must also infiltrate the everyday management of any organization.

Quality, when integrated into a business strategy, is present in virtually every aspect of every employee’s everyday work. Process-oriented thinking is the anchoring concept of any good improvement framework and creates a common organizational language that will reduce defensiveness. It’s not the problems that march into your office that are important: It’s the ones of which no one is aware.

And then there’s that statistical conundrum: Some lean purists argue that statistics have absolutely no place in the discussion, while the Six Sigma pros contend that it’s all about statistics. It’s become a sort of modern-day “How many angels can dance on the head of a pin?” debate. Don’t you think your time would be better spent considering how you can use your knowledge and experience to help your company move away from quality as a bolt-on program to a built-in culture change?

Have you become a “qualicrat?”


About The Author

Davis Balestracci’s picture

Davis Balestracci

Davis Balestracci is a past chair of ASQ’s statistics division. He has synthesized W. Edwards Deming’s philosophy as Deming intended—as an approach to leadership—in the second edition of Data Sanity (Medical Group Management Association, 2015), with a foreword by Donald Berwick, M.D. Shipped free or as an ebook, Data Sanity offers a new way of thinking using a common organizational language based in process and understanding variation (data sanity), applied to everyday data and management. It also integrates Balestracci’s 20 years of studying organizational psychology into an “improvement as built in” approach as opposed to most current “quality as bolt-on” programs. Balestracci would love to wake up your conferences with his dynamic style and entertaining insights into the places where process, statistics, organizational culture, and quality meet.


transformation and formality

I like your comment about increasing (and excruciating) formality. I have experienced excrutiating formality first hand and seen how the organization reacts to it. Over time, everybody hates it. But I think it is the effort to transform an organization that makes for this excruciating formality in the first place. Things like educating the entire work force and creating a culture are things that require very formal discipline to implement. I think that's why they often fail - they end up being too formal and beuracratic.
I think I understand one part of the problem for the quality gurus out there that always seem to be lamenting the fact that the world doesn't get it and always seems to be missing "our message". So much of the message from the quality professionals ends up sounding like people who are coming to tell us how screwed up we are. They tell the world that they need to fix our culture more than they tell us they will help solve problems. Doesn't matter if they are right or not. The world hears that and gets a little turned off. I don't blame them.

Qualicrat and Six Sigma Crat ?

As ever Davis a good article designed to make us think and bring some reality back in to the quality world.
Just to let you and others know the Bristish Standards Institute is about to bring out a standard on Six Sigma. I wonder what will that will do to the marketplace?
Will it bring formailty?
Will it bring out more auditors?
Will it bring improvement?
Will it transform an organisation?
I wonder .......

Martin Gibson