Dr. Shannon Flumerfelt on Coaching Through Difficult Situations with Lean Tools

Dr. Shannon Flumerfelt, Founder of Charactership Lean Consulting and Endowed Professor of Lean at Oakland University, joined host Jamie Flinchbaugh to discuss her systematic approach to coaching leaders through difficult situations and complex problem-solving challenges.

Dr. Flumerfelt shared her framework for handling difficult coaching situations, which begins with understanding whether the challenge stems from external factors or internal issues. She explains that external problems—such as skill gaps or training needs—are often easier to address through coaching and mentoring. However, internal challenges require a deeper analysis using what she calls the "head, heart, and hands" approach: examining a person's knowledge, disposition, and actual capabilities.

When faced with complex situations, Dr. Flumerfelt advocates for creating an Ishikawa diagram to break down all contributing factors. She emphasizes the power of co-creating these visual tools with clients, noting that self-reflection becomes most powerful when people can see their challenges mapped out concretely. This approach helps remove emotional drama from the situation and enables more logical, analytical thinking while still respecting people's feelings and perspectives.

Regarding prioritization when multiple problems exist, she stresses that the approach must be organic and context-dependent, true to lean principles. She suggests several methods for determining where to start: ensuring strategic alignment with organizational goals through Hoshin Kanri planning, conducting quality function deployment analysis to understand customer requirements, or using Pareto analysis to tackle the most significant causes first. However, she cautions that sometimes the biggest problems are beyond an individual's scope of influence, requiring a more realistic assessment of what can be accomplished.

Dr. Flumerfelt also recommends using interrelationship diagrams to identify which issues have the most connections to other problems, as addressing these can create the greatest ripple effect of positive change. The key is understanding your level of power, influence, and authority within the organization and working within those realistic boundaries.

When discussing how to tap into people's intuition alongside analytical tools, she acknowledges that lean thinking often appears heavily engineering-focused and black-and-white. However, she emphasizes that successful lean implementation requires understanding the complete framework of lean thinking, not just selecting individual tools. She advocates for using personality assessments like Myers-Briggs to understand team members' strengths and whether they tend toward intuitive or logical approaches.

She highlights the concept of social capital as a competitive advantage, referencing Michael Porter's work. She believes organizations drastically underutilize their human potential, comparing it to how individuals only use a small percentage of their brain capacity. When you multiply underutilized brains across an entire organization, the untapped potential becomes enormous. This perspective drives her approach to individualizing and customizing development for each person, recognizing that people aren't robots and have unique strengths and weaknesses that deserve respect.

Throughout the conversation, the importance of visual management tools and moving beyond just thinking or journaling to drawing out and visualizing problems and solutions was emphasized. This structured approach helps transform messy, complex situations into manageable challenges that can be systematically addressed.

For those interested in experiencing her approach firsthand, Dr. Flumerfelt offers consulting services through Charactership Lean Consulting and teaches in Oakland University's graduate Lean Leadership program—a rare opportunity in higher education.

To learn more about Dr. Flumerfelt's work, visit charactershiplean.org or connect with her on LinkedIn