Catalysis learning experiences are led by a diverse group of faculty, all who have extensive experience in continuous improvement. Our faculty includes healthcare leaders, lean experts, and published authors.
FacultyArea of focus: A3 Thinking and Coaching for Improvement
Katie Anderson is a leadership coach and consultant focused on helping leaders develop new skills for leading in a lean environment. She has supported change initiatives at more than a dozen healthcare organizations during her career. Katie held senior lean leadership roles at Stanford Children’s Hospital and the Palo Alto Medical Foundation (Sutter Health) before starting her own consulting practice in 2013.
Katie is currently a faculty member of Catalysis, the Lean Enterprise Institute, and Temple University’s Tokyo Campus. She is a coach for the Fisher School of Business MBOE program and is member of the Quality and Patient Experience Board Committee at a Silicon Valley hospital. She has been an invited speaker at multiple international lean conferences and has authored publications on Lean, healthcare quality and health policy. She has written about leadership, lean, and her experiences living in Japan in 2015-2016 on her blog: www.kbjanderson.com.
Katie holds a Bachelor of Arts degree in Human Biology with honors from Stanford University and a Masters of Philosophy in Public Health (MPhil) from the University of Sydney (Australia).
FacultyArea of focus: Transformational Journey
Joanne Bicknell, CSM
Joanne is a senior consultant at ToDoBe LLC. She has led lean transformations at a variety of organizations in the healthcare industry including health plans, hospitals, accountable care organizations and healthcare tech companies. In her most recent role Joanne focused on the lean “Voice of the Customer,” building systems to connect customer voice to corporate strategy that was scaled throughout the organization.
Previously, Joanne initiated corporate lean programs that included the use of lean management systems to enable deployment of corporate strategy. She also implemented a lean improvement system that resulted in thousands of improvements initiated and implemented by front-line employees. Joanne’s focus is on creating systems to enable daily work improvement and long term cultural change. She is a certified SCRUM (software development methodology) master and has a degree in Computer Information Systems and Organizational Development from Regis University, Denver, Colorado.
FacultyArea of focus: Kata
Bill Boyd is a healthcare leader with more than ten years of experience with lean. He has utilized this knowledge in numerous initiatives across his tenure at ThedaCare. He has worked as one of ThedaCare’s initial facilitators, managed departments (laboratory and Ortho/Cardiac nursing), and led service lines (like Oncology) to product development. He has shown results in all of these areas by applying different lean tools and techniques. Bill is currently the Director of Perioperative Services at ThedaCare, focusing on implementation of daily improvement techniques to drive performance and engagement. He holds a Masters in Public Administration, has his Lean Bronze Certification, and has coached and taught in numerous settings.
Bill’s goals are to balance work aspirations and optimizing family life. In both arenas, he strives to build his team’s confidence and be transparent (with expectations and feedback) – as he believes these are the keys to success.
FacultyArea of focus: Lean Finance
Jan Brosnahan spent the beginning of her career as a CPA with KPMG Peat Marwick in Minneapolis, MN, then spent over 20 years in the electronics industry as the Controls Division Controller for Watlow Electric Manufacturing Company. Jan was instrumental in Watlow’s successful early adoption of lean management. She has given presentations at two Lean Accounting Summits and her article, “Unleash the Power of Lean Accounting” was featured in the Journal of Accountancy. Jan is now leveraging her finance and lean management skills in the healthcare profession as Winona Health’s CFO. Jan has a BSBA from the University of North Dakota and holds CPA, CMA and CHFP certifications. She is married with two children and enjoys tennis, biking, traveling and music.
FacultyArea of focus: The Building Blocks of Enterprise Excellence
Max Brown is a speaker, leadership coach and author. As a partner at the Institute for Enterprise Excellence (IEX), and an advisor to the Shingo Institute at Utah State University, Max works with leading organizations to create purpose driven workplaces.
Over the past twenty years, Max has made nearly three thousand presentations and met with leaders in locations all around the world. He’s taken clients rappelling off the Great Wall of China, facilitated at the Parliament of World Religions Conference in Spain, and spoken in hundreds of cities including Athens, Bangalore, Beijing, Dublin, Hong Kong, The Hague, Mumbai, Paris, New York, Shanghai, Singapore, Toronto, Vancouver, and Sydney . . . Nebraska.
Max regularly presents at one of GE’s highest-rated leadership programs sharing insights from his book, “Leadership Vertigo: Why Even the Best Leaders Go Off Course and How They Can Get Back On Track.” He is a recommended “all-star” keynote speaker from the International Association of Business Communicators and his keynotes consistently receive rave reviews from clients like: 3M, American Express, Southwest Airlines, The Nature Conservancy, HSBC and The Canadian Federal Government.
He has a certificate in Leadership Coaching from Georgetown University, a master’s degree in Organizational Learning from George Mason University, and graduated magna cum laude from Brigham Young University. He also speaks Mandarin Chinese after seven years of living in Taipei and Shanghai.
FacultyArea of focus: Operations Support Services
Jean Cunningham is widely recognized for her pioneering work in Lean Accounting, IT, HR and other non-production functions such as lean business management and the lean office. Jean previously served as CFO at Lantech Inc., whose transformation was featured in Lean Thinking, and Marshfield Door Systems. She also served as the voluntary CFO for the Association of Manufacturing Excellence.
Jean is principle of Jean Cunningham Consulting, which provides lean business management services including workshops, kaizen events, and strategic coaching. She is in demand as a speaker at lean conferences and teaches Lean Accounting for The Ohio State University’s Fisher College of Business, Master of Business Operational Excellence program. She has a bachelor’s in accounting from Indiana University and a master’s from Northeastern University’s Executive Program. Jean is co-author of Real Numbers: management accounting in a lean organization and Easier, Simpler, Faster: systems strategy for Lean IT, which won 2004 and 2008 Shingo Research Prizes, respectively.
FacultyArea of focus: Finance
Mike De Luca
Mike De Luca works with companies to evolve strategy and achieve outcomes by improving processes and developing the teams that support them.
Mike’s 25 years of experience include over 15 years of leadership experience in the corporate environment and over 13 years of experience bringing Lean principles to life in department and organizational processes and culture. Prior to starting his consulting practice, Mike served as Executive Director of Finance at Group Health Cooperative in Seattle, where he led the Lean transformation of his own department, evolved the role of Finance to meet the changing needs of a Lean organization, and co-led the Lean transformation of the budgeting process across the enterprise.
In his consulting practice, Mike has worked with companies on lean strategic planning and deployment, value stream mapping and improvement, and cross-functional process improvement in finance and operational areas such as revenue cycle, supply chain and clinical care delivery. In partnership with clients, he has developed driver-based forecasting models and continuous adaptive financial planning processes, taught and coached daily improvement methods, root cause analysis, and visual management.
Mike is a featured speaker at conferences including the Lean Accounting Summit, Lean Healthcare Transformation Summit, and conferences of the Beyond Budgeting Round Table (North America), where he serves as the Healthcare Program Director. Mike has a Master of Science in Finance degree from Seattle University, is a Fellow of the Healthcare Financial Management Association (HFMA) and holds the Certified Healthcare Financial Professional (CHFP) designation.
FacultyArea of focus: Transformation Journey
Jennifer is president of ToDoBe, LLC, where she consults with executives to develop and operationalize new business strategies that improve organizational and financial health. She has worked with organizations of all sizes to create sustainable, scalable processes and systems. ToDoBe clients drive toward the results they need (their to do’s) while becoming an organization engaged in continuous improvement focused on the right behaviors for long term organizational health (their to be’s).
Jennifer has assisted numerous organizations in the healthcare industry with lean implementations. She has extensive experience developing and implementing systemic change across the healthcare continuum. Jennifer has also created and implemented alternate care models including the design of numerous models of care and tests of change across patient populations and visit types. She received her Bachelor of Arts degree in philosophy from Smith College, and earned a Master of Arts in psychology from Antioch University.
FacultyArea of focus: Designing the Plan to Engage Physicians in the Lean Transformation
Montgomery Elmer, MD
Dr. Elmer has been practicing family medicine for 25 years, the last 20 with ThedaCare, a cradle to grave health system in northeast Wisconsin. Dr. Elmer graduated from the University of Iowa College of Medicine 1986 and completed his residency program with the University of Wisconsin Family Medicine program in 1989. During his tenure at ThedaCare, Dr. Elmer served on the Board of Directors from 1994-2003 and has been Chairperson of the Physician Compensation Committee for ThedaCare Primary Care Physicians since 1994.
In addition, Dr. Elmer was the physician leader in the implementation of the model cell for a new delivery model for physician practice at Thedacare, including Epic system outpatient development and implementation, open access practices, and adoption of lean practices.
Dr. Elmer also serves in the community as Kimberly Area School District Board member and president (since 2008), where he has introduced lean concepts. He was also the recipient of the Wisconsin Family Physician of the Year in 1998.
FacultyArea of focus: Creating a Lean Management System
Patsy is a registered nurse with 25 years of clinical experience with an emphasis on quality and chronic disease management. She has a Bachelors Degree in Nursing and Management and is a certified asthma educator. Patsy also holds a Lean Bronze Certification from the SME/AME.
In 2005 Patsy became a lean facilitator for the ThedaCare Improvement System (TIS) and served as the lead facilitator for the Cancer Services Value Stream. She was instrumental in developing the improvement system’s training programs, and has served as faculty for the TIS internship for hospital managers and supervisors. She has also served as a coach and mentor for numerous ThedaCare operational leaders.
In her most recent role as a Director of Operations, Patsy supported Appleton Medical Center, ThedaClark Medical Center, and the Transitions of Care Division of ThedaCare in creating spread models and teams to accomplish rapid cycle improvement. She held an integral role in the development of ThedaCare’s lean management system and now serves as a lead in the management system training.
Her current focus is teaching our Creating a Lean Management System program.
FacultyArea of focus: Lean for the Practicing Physician
A practicing family physician for 20 years, Joann received a BA in Philosophy and Psychology from Creighton University and an MD from University of Nebraska subsequently completing residency at East Tennessee State University. During her tenure with Palo Alto Medical Foundation (PAMF), she has served in leadership positions including Chair of Professional Affairs, Department Lead for Family Medicine and Primary Care Division Head. She started lean work in 2008 on primary care design and development of a primary care model line through 2012. After serving as a physician consultant, she is now the medical director of the PAMF Lean Promotion Office.
FacultyArea of focus: Management System
Karen Flom currently serves on the Organizational Excellence team for ThedaCare. As an Improvement Consultant, she is responsible for coaching ThedaCare Leaders in lean principles and methodologies. In her role, she additionally supports leaders with team development and serves as a facilitator for Covey’s 7 Habits, 5 Choices, and Speed of Trust programs. Previously, she worked for nine years as manager for the radiation oncology clinic and cancer services team within ThedaCare’s Oncology program, leading operations through value stream transformation to a system of daily continuous improvement, focused on patient satisfaction, productivity, quality, and engagement.
As an operational leader, she was privileged to serve on the steering team and pilot the initial development of ThedaCare’s lean management system created to support leaders to better understand their business, develop strong collaborative teams, and create visual management to see and improve performance.
Karen also spent two years as an improvement facilitator within ThedaCare, supporting system service initiatives as well as operational units within the hospital division. She holds a Bachelor of Arts degree in psychology from Lawrence University.
FacultyArea of focus: Creating a Lean Management System
Jen currently serves as the Business Unit Manager for the Emergency Department at Theda Clark Medical Center. Prior, Jen served as the Business Unit Manager for Theda Birth Center, which was the pilot unit for the developing management system.
Jen is a Registered Nurse and has been with ThedaCare since 1997. She holds a bachelor of science degree in nursing and enjoys teaching the Business Performance System to others.
Jen and her husband Craig have three children and reside in Neenah, Wisconsin.
FacultyArea of focus: Creating a Lean Culture
Dr. Roger Gerard is the Executive Business Partner and past Chief Learning Officer for ThedaCare, a N. E. Wisconsin-based integrated healthcare delivery system, and has his own management consulting business, Sloan & Gerard Consulting . Roger has over 36 years of experience leading executive and management development initiatives, in both large and small organization environments, with focus on process improvement, and the use of lean methodologies to bring about significant and measurable organizational improvement.
Prior to joining ThedaCare, Roger served as Vice President of Northern Michigan Hospitals in Petoskey, Michigan (1990-1991), and as the Director of Organizational Development (1985-1990). Before joining NMH, Roger was Creative Manager for Quality Systems for Sandy Corporation in Troy, Michigan, one of the largest training/consulting firms in the Midwest. With Sandy, he consulted with major clients (Burroughs, IBM, General Motors, Hyatt, etc.) on systemic leadership development and quality improvement projects. He also spent three years as Management Development Specialist for Gulf + Western Manufacturing, a Fortune 100 company.
He has co-authored a book published through the Lean Enterprise Institute entitled “On the Mend”, focused on the ThedaCare Lean Journey. In addition, he has a creative photography/illustration business that he shares with his wife, Debra.
FacultyArea of focus: Lean Fundamentals for Healthcare Leaders
Mark Graban is author of the Shingo-Award winning book “Lean Hospitals: Improving Quality, Patient Safety, and Employee Engagement.” Mark is also co-author, with Joe Swartz, of “Healthcare Kaizen: Engaging Front-Line Staff in Sustainable Continuous Improvements” (also a Shingo recipient) and “The Executive Guide to Healthcare Kaizen.”
He serves as a consultant to healthcare organizations through his company, Constancy, Inc and is also the vice president of customer success at KaiNexus.
Mark has a B.S. in Industrial Engineering from Northwestern University and an M.S. in Mechanical Engineering and an M.B.A. from the Massachusetts Institute of Technology’s Leaders for Global Operations Program. Mark and his wife live in San Antonio, Texas.
FacultyArea of focus: A3 Thinking and Coaching for Improvement
Margie is an organizational effectiveness and lean transformation professional. For over thirty years, she has helped executives and senior leaders realize their changing roles and responsibilities, and has supported them in developing appropriate behaviors and skills for leading in a complex environment.
For eighteen years, Margie worked as a global internal consultant for Ford Motor Company at all levels within the organization – from team leaders to the COO – in Product Development, Design and Manufacturing. The past thirteen years, Margie has worked in a variety of leading service and manufacturing industries, including healthcare, K-12 education, distribution, food service, transportation/mobility, and retail. Her work has included university programs in areas of leadership development, lean thinking, and organizational learning. Margie’s ongoing community work focuses on issues of hunger relief and land conservation.
Clients invariably learn to appreciate Margie’s ability to quickly assess leadership qualities, identify issues of misalignment among management, and recognize disconnects between official policy and actual behaviors. She embodies the belief that it is the effective blend of both the social and technical elements in complex systems that determine the sustainable effectiveness of any transformational efforts.
Margie holds a Bachelor of Science Degree from Butler University, Indiana (USA), and a Master of Science Degree from Indiana University (USA). She was also chair of the Board of Directors (and 22-year volunteer) for Food Gatherers, Washtenaw County, MI Hunger Relief.
FacultyArea of focus: Executive Coaching
Pam Helander has spent 28 years in healthcare in the roles of bedside nurse, quality team member, executive, and lean expert at ThedaCare, an integrated health system in Wisconsin. She has worked as a coach/mentor of lean processes and as a Value stream leader, transforming care and developing people. Pam has also served on statewide task forces and local community forums (i.e. Rotary, Leadership Fox Cities, WNA Interprofessional Education).
She is a registered nurse (BSN) with a Masters in Organizational Leadership and Quality and has recently started working on her Doctorate in Nursing Practice. Pam’s passion is for coaching others and seeing them grow as they understand how they can make a difference and see positive outcomes from their efforts.
FacultyArea of focus: Redefining the Role of Leadership
Karl Hoover has been leading change in healthcare for over 36 years. He brings extensive experience and success to his executive coaching and consulting with expertise in developing lean leaders, strategy development and deployment, and organizational transformation through the implementation of lean-based management systems.
For several years, Karl served as the Executive Director, Enterprise Quality & Operational Excellence for Group Health Cooperative in Seattle, WA, working directly with the CEO and executive leadership team in creating, implementing, and leading the lean management system across the corporation.
Managing his own coaching and consulting firm since 2011, Karl’s areas of focus include executive coaching and development, lean management system design and implementation, and training/facilitation focused on strategy deployment, active daily management and value streams. Previous clients include Lucille Packard Children’s Hospital, Kaiser Permanente, Bill & Melinda Gates Foundation, University of Iowa Healthcare, and Stanford Hospital and Clinics.
Karl is a faculty member of Catalysis and has been teaching workshops in lean leadership since 2013 as well as co-facilitating the semi-annual Catalysis CEO Forums.
Karl holds a Bachelor of Science in Psychology and a Master’s in Audiology, both from Washington State University.
FacultyArea of focus: Defining and Deploying Strategy
Jeff Hunter has extensive experience in healthcare leadership, strategy formulation and strategy deployment. His peers respect his ability to analyze and synthesize complex information and ideas; communicate them in clear, understandable, and actionable terms; and facilitate strategic thinking among leadership teams with engaging, visual methods.
Jeff has a special interest in facilitating strategic thinking for organizations in healthcare, higher education, and professional groups, as well as not-for-profit community agencies. His approach is to enable others to think strategically through coaching and facilitation.
Jeff is faculty for Catalysis (formerly the ThedaCare Center for Healthcare Value) and the Donald J. Schneider School of Business and Economics at St. Norbert College. He is also a Strategic Planning Fellow for Sg2, a leading provider of healthcare intelligence, analytics, and consulting.
From 1991 until his retirement in 2015 he was the Senior Vice President, Strategy and Marketing for ThedaCare, a community-sponsored system of hospitals, physicians, behavioral health services, and home care based in Appleton, Wisconsin. He was primarily responsible for strategic planning, marketing, government relations, philanthropy, and e-health.
Prior to joining ThedaCare in 1991, Jeff managed the consulting practice for Brim Healthcare in Portland, Oregon. He began his career in healthcare with Presbyterian/St. Luke’s Medical Center in Denver, Colorado. Jeff received his B.S. in Economics (summa cum laude) from the University of Detroit and his Masters in Health Services Administration from the University of Wisconsin.
Jeff is actively involved in his community, a member of the Board of Visitors of the Donald J. Schneider School of Business and Economics at St. Norbert College, and Past President of the Board of Directors of the Boys and Girls Club of the Fox Valley.
FacultyArea of focus: Human Resources
Cheryl Jekiel is the Founder of the Lean Leadership Resource Center (LLRC) which helps CEOs of innovative companies and organizations who view their people as a competitive advantage to weave Lean principles into the fabric of their company culture so they get sustainable, constantly improving results that exponentially change the business.
The LLRC partners with companies to drive results by building the skills of their leaders, redesigning human resources practices and improving the culture of their organization. LLRC resources include workshops, presentations, virtual learning communities, publications and various other on-site supports.
Ms. Jekiel has held Vice President of Human Resources positions at several companies, including Tri-Arrows Aluminum, Inc., FONA International, Inc. and Flying Food Group, LLC.
Prior to her recent senior leadership roles in Human Resources, Ms. Jekiel served for five years as Chief Operating Officer after several other leadership roles at a Specialty Bakery in the Chicagoland area. She has developed an expertise in Lean manufacturing with a particular focus on Lean cultures. Ms. Jekiel has made countless significant improvements in reducing operating costs and leveraging a Lean culture to obtain new business. She has over 30 years of manufacturing experience.
As the author of Lean Human Resources: Redesigning HR Practices for a Culture of Continuous Improvement, Ms. Jekiel is committed to building Lean HR as a recognized field of work.
Ms. Jekiel brings a tremendous passion for continuous improvement in her commitment to building HR for Lean Enterprises as a recognized field of work. She lives in a suburb of Chicago with her husband, Ted, and their dog, Sid.
FacultyArea of focus: A3 Thinking
Drew Locher was first introduced to Enterprise Excellence (Lean) concepts while working with the General Electric Company in the 1980s. Since 1990, he has been a thought leader for the application of Lean concepts to office and service environments. His experience working with healthcare organizations dates back to 1992. Drew has been a faculty member of the Lean Enterprise Institute (LEI) since 2001. He is a four-time author and two-time Shingo Prize winner. His publications include The Complete Lean Enterprise: Value Stream Mapping for Office & Service Processes, and Lean Office & Service Simplified: The Definitive How-to-Guide.
Drew is an instructor for the University of Michigan’s Toyota Kata and Lean Leadership programs, as well as TWI Institute certified instructor. He is a frequent speaker at conferences in the U.S. and abroad.
FacultyArea of focus: Engaging Physicians
Jim Marks, MD
Dr. Marks is Professor and Vice-Chairman of the Department of Anesthesia and Perioperative Care at the University of California, San Francisco (UCSF) and Chief of the Medical Staff and Chief of Anesthesia at Zuckerberg San Francisco General Hospital and Trauma Center (ZSFG).
Dr. Marks received his medical degree from UCSF where he also completed residencies in Internal Medicine and Anesthesia and a fellowship in Critical Care Medicine. He received his Ph.D. in molecular biology from the Medical Research Council Laboratory of Molecular Biology in Cambridge, England.
As a physician scientist, Dr. Marks is an internationally recognized pioneer in the field of antibody engineering, has had constant federal funding for 23 years and has authored more than 200 publications and 100 patents. In recognition of these scholarly achievements, he was elected to the National Academy of Medicine.
As an entrepreneur, he has co-founded four biotechnology companies and currently serves on five biotechnology corporate Boards.
As Chief of the Medical Staff at ZSFG, Dr. Marks is an integral part of the Executive hospital leadership team using Lean Management to transform health care delivery at ZSFG. He has been particularly focused on how to align and engage physicians with the improvement work. He is also the Executive sponsor for the Emergency Department value stream and daily management system. He will describe countermeasures being deployed at ZSFG at both the senior leadership level and with frontline staff to increase physician engagement.
FacultyArea of focus: Physician Education
James McGovern, MD
Dr. McGovern currently serves as ThedaCare’s Medical Director for ThedaCare Regional Medical Center-Appleton and ThedaCare Regional Medical Center-Neenah.
He graduated in 1998 from the Medical College of Wisconsin in Milwaukee. After medical school, he completed his Internal Medicine internship and residency at St. Vincent Hospital in Indianapolis. For the first three years of his career, he worked as a Hospitalist at Franklin Square Hospital in Baltimore, Maryland.
Looking to return to Wisconsin, Dr. McGovern joined ThedaCare as a Hospitalist. During his time with ThedaCare, he has been involved in numerous lean events and helped develop ThedaCare’s collaborative care model. He has also served as the Associate Medical Director for Performance Improvement and as the Physician Lead for the hospitalist program.
FacultyArea of focus: A3 Thinking and Creating a Lean Management System
Jill has over ten years of experience coaching lean principles, A3 thinking, and lean management system development.
Jill has spent eight years at ThedaCare as a Lean Facilitator, Hospitalist Manager, and Medical Staff Manager where she was an early adaptor, mentor, and coach of ThedaCare’s lean management system. She has successfully taught and coached lean concepts to both employed and independent physicians resulting in patient satisfaction, productivity, quality, and engagement improvements. Jill also supported hospital leadership in daily improvement, rapid improvement events, and value stream work. In addition, since 2012 she has been coaching a local Wisconsin school district as they implement lean thinking in the classroom.
Jill earned a degree in Chemical Engineering from Washington University in St. Louis, MO and in Chemical Physics from the College of St. Catherine in St. Paul, MN. Prior to joining ThedaCare, Jill had twelve years of experience in manufacturing and quality roles in the paper industry.
FacultyArea of focus: Leveraging Information Systems in Healthcare
Mike delivers a unique blend of Lean, Six Sigma, IT and Operations. His career of consulting and coaching for over 20 years includes the successful application of Lean and Operational Excellence in many environments including Manufacturing and Service industries, IT, Logistics, Insurance, Healthcare, Aerospace, and Food & Beverage. He has been plant manager of a medical implants facility, and spearheaded strategic planning and Project Management Office practices in several organizations. Mike’s experience includes systems design, enterprise-wide project management and large-scale roll out of Lean initiatives in global companies as guide and coach.
Mike is coauthor of the award-winning book Lean IT: Enabling and Sustaining Your Lean Enterprise. The book explores many aspects of Lean IT – including integrating IT with the business, information-based process improvement, Agile software development, infrastructure operations, ITIL, cloud computing and project management.
He holds degrees from Stanford University and the University of Oregon as well as certifications in Management Accounting, Production and Inventory Control, Project Management, Six Sigma and Agile.
Mike acts as Adjunct Professor with The Shingo Prize for Operational Excellence, is a faculty member of the Lean Enterprise Institute and Portland State University, and President of Mike Orzen & Associates, which emphasizes respectfully engaging people, improving business process capability and leveraging information technology to drive a culture of operational excellence.
FacultyArea of focus: Moving Beyond Budgeting
Steve Player serves as the North America Program Director for the Beyond Budgeting Round Table (BBRT) and works with BBRT member companies to implement continuous planning processes. He has over 30 years’ experience with improving performance management and implementing strategic planning processes. He is also the Managing Director of Beyond EPS Advisors, a Business consulting firm, and founder of ABM SMART.
Steve is the co-author of Future Ready: How to Master Business Forecasting and Beyond Performance Management as well as five other books. He writes the “Finance Transformation” column for Business Finance Magazine featuring CFO interviews from leading organizations on innovative finance and planning processes.
FacultyArea of focus: Creating a Lean Management System
Mike Radtke is co-founder and lead consultant for New Roots Consulting LLC, providing coaching, teaching, and support to organizations through their lean transformations. Mike previously served in different leadership capacities for ThedaCare over the last 15 years, including roles as an improvement facilitator, ancillary services manager, director of diagnostic imaging, and most recently as an operational vice president with oversight of areas including perioperative services, trauma, air medical, therapies, and rehab. Prior to his leadership roles, Mike worked for six years as a physical therapist at one of ThedaCare’s critical access hospitals in New London.
Mike was first introduced to lean process improvement and leadership practices in 2003 as ThedaCare began their lean journey. He had the opportunity to learn and apply lean practices both as a member of the improvement department and as an operation leader. Mike was part of the team that initially created ThedaCare’s lean management system as documented in Kim Barnas’ book Beyond Heros. He has been faculty with Catalysis since 2012, teaching lean management system behaviors and practices throughout North America. Mike also teaches and coaches A3 Thinking, Coaching for Improvement, and recently created a workshop on Kata in Healthcare, which explores how to build patterns of continuous improvement and coaching competency to complement A3 thinking and practice. He also provides executive coaching support for healthcare organizations.
Mike has a bachelor’s degree in physical therapy from the University of Wisconsin—La Crosse and is currently pursuing his Master’s degree in Organizational Change Leadership from UW—Platteville. Mike has taught at numerous conferences throughout the United States on lean and lean leadership in healthcare, including being the keynote speaker at the Maine Lean Summit in 2013.
FacultyArea of focus: The Building Blocks of Operational Excellence
Jacob Raymer is an internationally recognized speaker addressing corporate and public audiences on the subjects of leadership roles & responsibilities, cultural transformation, and how to achieve enterprise excellence with the right behavior and sustainable long-term results.
As the former Shingo Prize Director of Education at the Jon M. Huntsman School of Business, Jacob co-created the Shingo Model from key insights gained through partnerships with Steven Covey and Ritsuo Shingo (Former CEO of Toyota China). The Shingo Prize is regarded as the premier operational excellence award and recognition program in the world with Business Week dubbing The Shingo Prize as “the Nobel Prize of Manufacturing.” For over 10 years Jacob has developed and trained Shingo Examiners and 1000’s of individuals worldwide on how to assess and implement lean transformation by applying the Shingo Model and its principles. He continues to lecture at the Huntsman School of Business at Utah State University in graduate courses such as “Leadership and Operational Excellence in a Global Context”, and “Principles of Operational Excellence” – where he brings practical application to the theoretical philosophy of excellence.
As a lean motivational speaker, Mr. Raymer shows organizations that true innovation is not achieved by superficial imitation or the isolated, random use of lean tools & techniques and systems (“know how”), but instead requires the “know why” — i.e., an understanding of underlying Principles. By blending his real-life stories and 5 years of Shingo Prize site-visits, Mr. Raymer educates, motivates, and entertains—delivering solutions audiences can use right away.
FacultyArea of focus: Creating a Lean Management System
Maryjeanne Schaffmeyer formerly served as COO for the Hospital Division of ThedaCare and served ThedaCare for 20 years in several leadership positions. In 2005, as a Business Unit Manager for Obstetrics, she piloted the current Business Performance System (BPS) and worked with the BPS design team to develop and pilot the leadership standard work. In this role she was able to see clearly the importance of a management system that would help support leaders to understand their business, to optimize their use of lean tools, and to see and improve their performance.
Later, as VP of Operations for Appleton Medical Center, Maryjeanne had the opportunity to build a team of managers using the Business Performance System as a model for leadership development and daily continuous improvement. As the Chief Operating Officer for the Hospital, Care Transitions and Homecare Division at ThedaCare, Maryjeanne led the spread of BPS throughout the expanded division.
FacultyArea of focus: A3 Thinking
Tom is a 30-year veteran within General Motors Corporation. During his career at GM Tom spent two-years at New United Motors Manufacturing Inc. (NUMMI), the GM-Toyota joint venture, working within the Toyota Manufacturing System and performing lean assessments of various GM facilities as well as visiting Toyota facilities in Kentucky and Japan.
Tom has co-authored three books on Lean, Value Stream Management and Value Stream Management for the Lean Office, and Perfecting Patient Journeys. He has also co-authored a training kit Mapping to See – A Value Stream Improvement Kit for Office and Service.
Tom is a member of an investment group that purchases small manufacturing firms. As part of this group, Tom acted as CEO to guide a Wisconsin firm through a lean transformation, resulting in a remarkable competitive turnaround. As an adjunct faculty member at the Lean Enterprise Institute he is also a principal in the Lean Transformations Group (LTG), an active lean consulting group, especially energetic in promoting the application of lean principles and tools in non-manufacturing environments. These non-manufacturing environments include healthcare (Mercy Health-St. Mary’s, Mayo Clinic, Michigan Hospital Association – Keystone Center ER Collaborative), government (City of Grand Rapids, State of Indiana) and financial services (GMAC, Capital One, Vanguard Financial). Tom has a Bachelor of Science degree from Michigan State University, and an MBA from Western Michigan University.
FacultyArea of focus: Human Resources
Mike Speer has over 40 years of experience in human resources. The first 20 years of Mike’s career were in manufacturing and the last 23 years have been in healthcare. Mike retired from ThedaCare, in Appleton, Wisconsin, as senior vice president, responsible for human resources, organizational development, clinical quality and the ThedaCare Improvement System (Lean). Currently, he runs his own management consulting business, Speer Consulting.
Prior to joining ThedaCare, Mike served as vice president of human resources at Northern Michigan Hospitals in Petoskey, Michigan. He also served as director of human resources for General Defense in Huntsville, Maryland; director of human resources for Gulf & Western Manufacturing in Southfield, Michigan, and manager of human resources for Webb Forging in Bellville, Michigan.
FacultyArea of focus: The Building Blocks of Operational Excellence
Mike Stoecklein was most recently the Healthcare Value Network (HVN) Director Catalysis. Mike oversaw the systems and activities that support the peer-to-peer learning network that comprises approximately 60 healthcare organizations in the United States and Canada.
Mike has been collaborating with Jacob Raymer since the HVN partnered with the Shingo Institute to learn about and use the Shingo model for assessing the progress of HVN organizations on their lean cultural transformations. The result of this collaboration has been the continued evolution of the IEX transformation model.
Prior to his work at Catalysis, Mike served as Vice President of Operational Improvement at Catholic Health Initiatives where he coached leaders and mangers in the principles of operational excellence using management principles he learned directly from Dr. W. Edwards Deming from 1985-1993. Mike also served as a Vice President of Transformation Resources at the Wheaton Franciscan Health System, as well as the Healthcare Market Development Director at the American Society for Quality.
Mike earned is Master’s Degree in healthcare administration from the University of Wisconsin-Madison, a Bachelor of Fine Arts from California State University – Hayward, and a Bachelor of Science in health administration from Southern Illinois University – Carbondale, IL.
FacultyArea of focus: Innovation
Ted currently serves as an Innovation Consultant at Atrius Health in Boston. At Atrius he is responsible for codifying the innovation process for publication. He is also creating teaching materials that will be used to teach the Atrius Health innovation process to other healthcare leaders. Ted is a self-prescribed practitioner and teacher of social innovation in complex systems. He uses market research studies and trend data to discover and implement breakthrough organizational change initiatives.
Ted began his healthcare career at Boston Children’s Hospital where he served the Six Sigma team to develop measurement systems and audit processes to improve hospital cleanliness. In 2012, he joined Atrius Health as a Process Improvement Leader and, more recently, as Innovation Engineer. Here he created and identified funding sources for a new innovation center, which now has 15 full-time employees. With Ted’s assistance, the innovation team designed and created the organization’s first home-based urgent care program, which reduced overall costs for elderly patient care by $125,000 per week.
Ted co-wrote the article “How Atrius Health Is Making the Shift from Volume to Value” which was published in Harvard Business Review. He received a Bachelor of Arts degree in Physics from Lawrence University in Appleton, Wisconsin.