Saturday, April 21, 2007
Designers beware: 5S Phase 3, Seiso (Clean)
But first, if you’re seeing this article and haven’t read the previous three:
Introduction to the methodology
Phase one, Select
Phase two, Organize
Last week I covered Seiton, where we organized and decided the place for everything. The next phase, Seiso, is about cleaning. Though the methodology lists Seiso as the third phase, it’s possible to clean before you decide where things go.
Phase three, Clean
The purpose of this phase is to eliminate the sources of dirt and to find potentially dangerous areas (i.e. too many plugs in an outlet). When you clean:
- The workplace is a great place to work.
- Things are ready to be used, when needed.
- Cleaning becomes a daily habit.
- Potential safety risks can be addressed.
Now for the exercise:
Step 1: Get ready
Get your supplies like rags and cleaning products and have them ready beforehand.
Step 2: Clean
Pretty straightforward, right? Make sure to be thorough and don’t forget those out of reach places that nobody wants to clean.
Step 3: Place
Place every item in the work area in their decided location.
Step 4: Audit
Once everybody has cleaned their work area, allow for some time, maybe half an hour, in which each person questions how clean every work place is and uses the red labels again, if it’s the case, meaning, if something shouldn’t be in that spot or could be relocated.
And that’s it for this phase!
In industrial environments it has a bigger impact because operators learn more about their machines and see potential industrial risks, like leaks and parts that aren’t working properly, but that’s material for other posts.
By now you’re already seeing the benefits of applying the 5S and if you’ve really embraced it, you’ll notice that you’ve started questioning how other people keep their desks or their houses, haven’t you?
As I said in the first 5S post, you’ll never be the same!
So meet me here next time to cover Phase 4, Seiketsu (Standardize).
All the best!
Sunday, April 15, 2007
Designers beware: 5S Phase 2, Seiton (Organize)
But first, if you want to go back to the two previous articles:
Introduction to the methodology
Phase one, Select
Let’s pick up where we left off. Last week I talked about Seiri, to select. At the end of the exercise we had two piles of stuff:
Pile C: The stuff that needs to be in the work space.
Pile D: The stuff that is needed, but not in the immediate work area.
Phase two, Organize
The purpose of this phase is to assign the correct place for each item.
- This will eliminate unnecessary movement because the needed elements are nearby.
- You’ll find elements quicker.
- Error is reduced.
- There are visible clues of where the elements are placed and their quantity.
- The basis for standardization is laid out.
Now for the exercise:
Step 1: Classify
Think about how often you use each item according to the following criteria:
- Infrequent: Things that are used monthly. These can be placed further from the working area.
- Frequent: Things that are used weekly. These can be placed inside the nearby area.
- Very frequent: Things that are used daily. These should be placed in the working area.
Step 2: Quantify
Determine how much of each item is needed in the place where they will be stored. For instance, you may need one black marker on your desk, not five, so the other four can go to the supplies room. Now how many should there be in the supplies room?
Step 3: Place
Determine the exact place where each item goes according to the task they’re used for. Elements needed for the task performed in the specific work area should be inside it.
Group elements according to:
- Process, if they’re used during a specific task, keep them together.
- Function, things that are used for the same purpose, should be kept together.
- Order, things that are used in a certain order, should be placed in a way that will reflect it.
Step 4: Evaluate
Ask yourself:
- Is it obvious when something is missing from its spot?
- Is it obvious when something is there, that shouldn’t be there?
- Do the objects that can be moved, return to their spot?
- Is it visible when you’re running out of supplies?
This step could even include visual clues like contour lines around the spot where things are stored, tags, or quantity indicators to show the maximum amount and the minimum amount so that a new order can be placed.
* This image from the eBook “Estrategia de las 5S” produced by Advanced Productive Solutions, S.L. www.ceroaverias.com
Step 5: Audit
Once everybody has decided the place where everything goes, allow for some extra time, perhaps half an hour, so that everybody can question each other using red labels again. All items marked with red labels need to be relocated within the next few days.
Some additional thoughts:
It is likely that by now you’ve realized that you don’t actually need some of the things you thought you needed. In that case, you can do any of the following actions:
- Store it somewhere else.
- Move it inside the area.
- Sell it.
- Rent it.
- Return it.
- Trash it.
If it’s not needed for the task, it shouldn’t be there. Ideally the only things that should be on a desk is the computer, the immediate supplies like a pen and paper, and the stuff that you’re currently working on. Extra supplies can go in drawers.
Also, don’t forget to document the process with your digital camera.
I want to point out that in the cases of personal offices and desks, 5S is a process that every person needs to assimilate in their own way. Some people are attached to objects that for others have no significant value and this needs to be respected. Each person should take 5S as far as they feel is comfortable for them. For instance, I don’t need to have pictures of every member of my family on my desk; some people do. So beware that everybody has their own pace and nobody is allowed to decide for somebody else in this methodology.
So that’s all for today. Join me here next time to cover Phase 3, Seiso (Clean).
In the meantime let me leave you with this thought: Do you think this can be applied to, say, email, your computer desktop, the closet, the pantry?
All the best!
Sunday, April 08, 2007
Designers beware: 5S Phase 1, Seiri (Select)
As I said in my previous post, this methodology can be applied to many aspects of life, as you will surely see in the upcoming weeks, as I unfold the steps to use it in a design studio environment. I won’t go into a lot of depth, since the implementation does depend on your own objectives and the different places of the organization you want to tackle.
So here’s one way of implementing the methodology, CaroAyerbe style:
Let’s say you have a design studio or you work in an in-house design department. Let’s say you want to apply 5S there. The coverage would probably be the design offices and the common areas like the meeting room, the library and/or the supplies room.
Just to show you that I practice what I preach, this here was my actual desk a few years ago, yup, that's my elbow right there...Before starting:
- Explain the methodology to your people about get a consensus on whether or not they think it’s a good idea to implement it. They always think it's good. (Come on, who doesn’t want to be more productive, right?).
- Designate a team of facilitators which will be in charge of guiding the process.
- One facilitator per area is a good idea.
- Train the facilitators.
Phase one, Select
Basically in this phase you decide what goes and what stays, that’s the main purpose. Why select? Because…
- Work places are filled with clutter.
- The usable space is used by stuff that offers no advantages.
- Closets and shelves contain things that are never used.
- It’s difficult to find the necessary utensils.
- There’s too much stock of stuff you don’t actually need.
What you will need:- A digital camera. Humans are visual creatures, so one of the best ways to record and evaluate results is to take pictures. The before and after. Ideally, each facilitator has a camera.
- A huge plastic bag, for trash.
- Little red cards. Prepare these beforehand, it can be a little business-card-size piece of paper, with a little ribbon to attach them to objects.
Step 1: Prepare yourself.
Get a plastic bag and red cards.
Step 2: Gather.
Bring all your stuff to one place, near the area you’re working on. Take everything and put it on a big surface… on top of the desk or on the floor. Now, everything means everything. Absolutely every item needs to be accounted for.
It’s necessary to check behind closets, on top of closets, on the walls, places that are not well lit, behind the desk, inside drawers, everywhere.
Step 3: Separate.
Ok, this is where the fun starts! Once everything is in sight, divide it in two piles:
Pile A: The stuff that goes, trash, if you will. What you don’t need.
Pile B: The stuff that stays. What is actually needed or you can’t live without.
So the first pile, pile A, if it’s trash, why make it a pile? Because it’s good to take a picture, and measure how much of what you originally had, was actually garbage. So don’t discard it until the end, but do discard it; this is what the plastic bag is for. The first time we did this, we gathered 127Kg of trash.
By now you’re left with the stuff that is needed, right? Ok, now you’re going to divide that into two new piles:
Pile C: The stuff that needs to be in the work space.
Pile D: The stuff that is needed, but not in the immediate work area.
Step 4: Audit.
Once everybody has separated their materials, allow for some time (maybe half an hour) so that each person can go through other people’s stuff and question if an item should stay by attaching a red card to them. I like to leave a space in the card so that people can write a message on them, something like “do you really need three mugs for your pens?”.
Once the time is over, the person needs to decide whether or not the item goes. Nobody is allowed to remove the cards, until the fate of the item is determined.
And this is the end of phase 1; you now have selected what’s useful.
If you’re one of the facilitators, you will see that deciding what goes and what stays can be tricky for people, especially because we tend to become attached to some objects, so be prepared to deal with someone who thinks they need 7 blue markers and 8 red ones.
If you’re doing this on your own, be honest with yourself and think about what would happen if the object wasn’t there.
Meet me here next time, to talk about Seiton (Organize) and we’ll see what happens to the selected objects!
Do leave me a comment if you have any questions, I’d love to help! Also if you’re familiar with the methodology and would like to add to this article, do so as well! All your comments are welcome.
All the best!
For more information, visit my previous article which is an introduction to the methodology.
Sunday, April 01, 2007
Designers beware: 5 steps to productivity, the 5S.
Would you be able to work here? Do you actually work in a place like this?

Would you like to live like this? Do you currently?

A few years ago, when I was part of the continuous improvement team of the company I worked for, I was entrusted with the task of implementing a certain methodology that promised to improve our productivity. So of course, I had to be the first to test it.
It changed me. I’ll never go back to the way I was before, immersed in clutter, with a feeling of not having any control over my stuff, my activities, my life! Being tired before even starting to work, just by glancing at my desk.
5S (Five eses, if you will) is a methodology that was developed by Japanese companies, mainly Toyota, to improve organization, order and cleanliness in work stations. It can be as extensive as you wish it to be, with thorough measurements of improvement in machinery performance in factory conditions, but as I’ll present in the upcoming posts, it can be applied to almost every aspect of life, yes, the design business included.
What can 5S do for you? Keep reading…
The name 5S responds to five Japanese words that describe each of the five steps:
1. Seiri (Select)
Identify and separate the necessary from the unnecessary items.
2. Seiton (Organize)
Everything has its place.
3. Seiso (Clean)
Identify and eliminate sources of dirt and clutter.
4. Seiketsu (Standardize)
Maintain the status of order and cleanliness achieved.
5. Shitsuke (Improve)
Make it a habit and reach new standards of order and cleanliness.
5S can be defined as an ideal state in which:
- Unnecessary materials or utensils have been eliminated.
- Everything has been identified and been assigned a place.
- Clutter has been eliminated.
- There are visual references to control the status of processes.
- All this is maintained and continuously improved.
By implementing 5S you will:
- Reduce errors.
- Reduce supplies inventory.
- Reduce unnecessary movement.
- Gain more space.
- Be proud of your work place.
- Easily recognize the status of things.
- Quickly find the utensils you need.
- Improve the image your customers have of you.
- Improve your team work and cooperation.
- Improve responsibility and commitment.
There are many resources on the web about this subject, covering all kinds of businesses and situations, big and small, where this methodology can be applied. I’ll be covering each of the steps in a design studio environment and how to implement them and measure the results.
Meet me here next time to cover step 1, Seiri, and learn how to get rid of most of your clutter and not feel guilty about it! :-)
All the best!
Sunday, March 25, 2007
Designers beware: Travels.
And then I decided I wanted to become a designer, a non-profitable profession in the eyes not only of my parents, but of many people. During my years in college I saw how design had changed history, how it impacted our culture and our reality. Still, I couldn’t fit in my head the idea of being able to see more, to expand my own space. It seemed like something unreachable.
It was when I started working for a multinational company that my world slowly began to grow, my vision expanded and I wanted to see more. I was being exposed to people from every corner of the Earth. I became ever more curious and I suddenly realized that I had been limiting myself for all those years, always thinking that money or background were an issue.
The company started sending me on trips to Perú, Mexico and the US and I jumped at the opportunity to stay a few days longer on each trip, to experience the culture and see the art and history of the places I visited.
My world was becoming larger and larger…
In one of my trips to Perú I visited Machu Picchu and the Sacred Valley of the Incas. It was amazing. As a designer I was very interested in seeing the architecture, art, the aesthetics, the formal solutions.

Did you know that the Incas built their houses without any substance holding the bricks (if you can call them that) together? The “bricks” were designed to fit together… mere geometrics and mathematical calculations, and guess what, those walls are still standing today, hundreds of years after they were built.
Plus, the energy of the place, the history, the culture, it will wash all over you. If you can, go. It’s rather cheap and it’ll be a wonderful experience.
I also visited Mexico which I found so interesting. Mexicans have such a rich and ancient culture. It was incredible to see the Aztec ruins visible through the modern buildings. To understand how this culture has mixed their native influences with the modern currents to create something unique.

I was particularly amazed to see the works of Diego Rivera and Frida Kahlo and many other Mexican artists that paved the way to today’s Latin American art. You can see their influence in many art manifestations like architecture and fashion.

Last year I was fortunate enough to go to New York. I mean, it doesn’t get any more global than that, right? Visiting places like the Met and the Brooklyn Museum of Art, all the different cultures of the world gathered in one place. All their aesthetic solutions to the same problems, their vision of the world, of their past and their future.

By now you must be wondering where I’m going with all this…
Well, here are some points I think young designers need to ponder:
1. If you think money is an issue, it’s not. I got loans, I saved, I found a way. Now I don’t see any destination as impossible.
2. Wherever you are, there’s still so much for you to see. Whatever you’ve been told, or you’ve believed, there’s a whole big giganting world out there for you to experience. Go seek knowledge!
3. Creativity is like a well… in order to draw from it, you need to fill it first. Find things that move you, that touch all your senses, experience, feed your own visual culture, taste new flavors, listen to new languages, live like other people do. It’s only going to make your work that much better and your life much more fulfilled.
You’re young, do it now. Don’t wait any longer, today is your chance! Such beauty waiting for you to discover it! And if you’re not so young, it’s never too late. I’ve now made it a priority to travel at least once a year. I’ve visited Ecuador, Perú, Brazil, Mexico and several cities in the US. What’s next? Who knows? Europe, the Far East… I haven’t decided what my destination will be this year, but I’m sure it’s going to blow my mind!
All the best!
Saturday, March 10, 2007
Designers beware: Setting clear goals and expectations.
Lately I’ve found myself having differences of opinion with people about my ideas on how to lead a design team. I want to present a situation to the community and get some feedback on whether or not I am completely off my rocker.
Let’s say you own a small design studio or you lead an in-house team. Let’s say you hire a new designer. A young bright designer. Let’s say that this new designer is assigned a group of tasks that involve learning a new software or mastering a technology which he hasn’t been exposed to before. He’s expressed this openly to you during the selection process.
The standards or final goals are clear in your head. You know exactly what you expect from the designer.
The question is: How do you get this new designer from not knowing quite how to do the work to getting the job done as you want it?
Some might argue that if this designer is as bright as he seems, he should figure it all out on his own. Now, from my point of view, there are three things/issues he should figure out:
- One, how to work the software/new technology.
- Two, the standards the job needs to meet.
- Three, how much time he’s allowed to take to get to the expected level of performance.
Do you agree with me so far?
New set of questions: What would happen if you (the manager) fail to give information to this young designer on one of the three issues. In fact, what would happen if you refuse to provide information on all of them? What would be the odds of this designer meeting your criteria? Would you still expect him to?
Believe it or not, I’ve encountered such a situation recently.
So here’s what I think:
Issue one, yes, software and new technology usually come with manuals, and yes, there are forums on the web where a person can post his questions and get some guidance. Would this be enough?
Would it be reasonable to ask one of the designers on the team (one that knows how to work the technology) to help the young bright designer? Would it be reasonable for you to spend some time with the designer, explaining the basics of the technology? Would this help him reach the performance level quicker? I would say so, wouldn’t you?
Issue two, could the new designer guess what you expect? Let’s say he’s so brave, he went straight to you and asked about it and you ignored him because you thought explaining that would just take too much time. Would you still expect him to know how the job needs to be presented?
Again, would it be reasonable to enlist the help of another designer on the team or to perhaps spend some of your time explaining the standards that need to be met? Would this help the designer present the job according to the expectations? I would say so, wouldn’t you?
Issue three, would the designer be able to guess how long would be a reasonable time to reach the expected level of performance? Would anybody in this situation be? Would it help to inform him clearly when you expect to see results? Would it help him if you gave him a schedule of steps or small goals he needs to reach and their timeframe? I would say so, wouldn’t you?
So by now I’m guessing you’ve gotten my point. You cannot expect someone who’s new on a job to guess how things need to be done. Especially if this young bright designer is also fresh-out-of-college.
You need to give this person the tools, all the tools available, for him to learn as soon as possible. You need to inform the standards that the job has to meet and you need to be clear on deadlines, schedules and expectations. Period.
Let’s avoid the “quick-fix” mentality and let’s start building a real design team. Let’s spend time training our people so that they can be more productive now and in the long run and so that we can deliver better work.
If our schedule is so tight, let’s delegate! Other designers would be more than willing to guide the new guy! Don’t you agree? Wouldn’t you go as far as calling the attitude of the manager I’ve described as “negligent”?
I’d love to receive some comments and know what other people think. Are there people out there who can “guess” how a job needs to be done? Would they be successful if they put more “effort” into it? Am I missing something here?
All the best!
Sunday, March 04, 2007
Designers beware: Being the interviewer.
Before the interview
Define the position: Before you even make the process public, you need to be clear on the responsibilities of the position. Ask yourself questions like:
- What will this person do?
- If a followed him around all day, what would I catch this person doing or saying?
- Who do you want this person to be like, on the team and why?
- Who do you want this person not to be like, on the team and why?
- What are the deliverables of the position?
- What are the behaviors the new person has to exhibit to be successful in this position?
Reply to candidates: If you can manage it, take a few seconds to let each candidate know you received their information. I do. I receive most resumes by email, so I reply immediately. I have a template response email, so I just change the name of the person. If you can’t manage it, you can do it in bulk, when you have some resumes stacked up. Not many people do this and I think it speaks well of you and your company.
Review each resume in advance: Decide the key points you’re looking for beforehand, so that you can pick those up quickly. Circle a couple of accomplishments or projects in the portfolio that catch your eye, so that you can ask the candidate about them during the interview.
Device a tracking table: Unless you’re in a big company where HR is directing the search, I’d recommend creating an Excel tracking chart for your candidates. Especially is there’s a lot of them. I don’t enter every single candidate in it, but I do keep track of those candidates that I will be interviewing based on their resume and portfolio. I include relevant information, like age, academic degree, email, date of the interview. I also color code them and leave a field open to write my impression of the interview.
During the interview
General interview tips:
- Don’t read the resume in front of the candidate.
- Ask about parts of the resume, not all of it.
- Have the questions written down.
- I like to ask them to tell me briefly about their portfolio. I actually picked this from another designer I was doing a selection process with.
Ask the right questions: As I pointed out in an earlier post, I like to ask questions that will help me to decide if the person is a good match for the position and for my team. Here are some sample questions I ask:
- How did you hear about us?
- Why did you become a designer?
- What did you expect to achieve as a designer then?
- What do you expect to achieve as a designer now?
- In what type of atmosphere/environment do
you feel most comfortable working in and do you do best working in groups or by yourself?
- What are your skills?
- What are your flaws?
- What’s your creative process?
- How does your expertise relate to our company?
- How do you think you’ll help us increase sales?
- What are your salary expectations?
You can also ask about the couple of accomplishments you circled in their resume.
Ask about a time when they did x. How did they do it and what were the results? This may be extracted from a situation that happened to you recently so that you can compare the two instances.
Evaluate the answers in a structured way: According to Manager Tools, here’s a good way of structuring your perceptions: Divide them in four categories, interpersonal, cultural, skills and technical, and for each of them write down the behaviors that led you to draw your conclusion.
Evaluate body language: I'd covered this before, but my friend Fernando Pacheco from www.saturnattacks.com reminded me that it was important to cover this here again and I agree! I look for confidence, candidness, energy and professionalism. Signs of excessive nervousness, clues on lack of confidence or inappropriate/unprofessional behavior also show through.
After the interview
Decide, right then and there: I like to make quick decisions. In this case it’s either yes, no or maybe. Decide immediately after the interview and record it in the Excel table. Avoid deciding on “maybe” too much, otherwise you’ll be stuck having to decide yes or no, later.
Inform the outcome: Again, take the time to inform the outcome of the selection process to each candidate. It can be a personalized email or a phone call if the candidate made it to the final steps.
I look forward to receiving some comments or additional tips!
All the best!
