What is Visual Management?

Successful teams use visual management_John RafteryHow do you go about developing a visual management system within your business? In our continuing series of visual management training articles, John Raftery delves deeper into the process of visual mapping. Here he discusses how management teams can use visual tools to help them display company goals and the actions that underpin them. Visual aids such as Gantt charts and bar graphs keep management teams focused on strategy and accountable for results.

Visual Strategy

‘I work with management teams and generally what we start with is getting the top 3 – 5 goals of the company articulated. Then under each of those goals we would discuss the strategies needed in order to achieve those goals. The strategies then have to be turned into clear lines of action. If you can imagine a large whiteboard or notice board that has lines of action, as in the form of a Gantt Chart. On the left hand side you have the lines of action, in other words the actions that need to be taken in order to achieve the top level goals. The next column will list the owners of those actions, in other words the people responsible for implementing the agreed actions.

Tracking Activities

There may also be a timeline that could be divided up into 52 weeks or 12 months or whatever is appropriate for that particular team. The chart will show when the various actions are going to occur, and you can flag the actions with a colour coded ‘traffic light’ system. Green means that the action is on target, orange indicates that the action is in difficulty or has been delayed or is still in progress, and red flags indicate the action has not been completed within the time frame agreed.

Gantt Chart_successful teams use visual management

Creating Accountability

This is a very simple but clear mechanism that allows the team to see clearly what activities are taking place within the company, who’s doing what and what progress is being made. The information is displayed on one large whiteboard, and alongside this you can display key performance indicators (KPI) in the form of bar graphs which will indicate how well your lines of action are affecting the performance of the business. Tracking these KPIs is crucial for identifying which lines of action are working and which ones need adjusting.’