Winter 2020 Lunch & Learn
January 7, 2020, Salem, OR
Presenter: Camille Clark Wallin
Topic: "Lean in Government"
Camille is a Certified Lean Practitioner, employed as a Lean Leader at the Oregon State Hospital. During the talk, Camille provided some basic background information on Lean, Six Sigma and performance measurement and how they can work together. She then discussed some of the challenges of translating Lean to government settings, why Lean is used in those settings and shared some examples of how Lean has been used in government. She finished off by reviewing some education and training resources that would be helpful in starting your organization’s Lean journey. See the PDF file below for a handout for recommendations on resources for individual learning, examples/case studies, and organizations offering training and consultation.
2019 OPPIA Conference
Thursday, August 8, 2019
Creating a Kaizen Culture
Mike Wroblewski (Keynote)
Oliver Wise (Featured)
Karis Joy Alston
Speaker and Presentation Information
Mike Wroblewski (Keynote)
President at Dantotsu Consulting LLC, Author of "Creating a Kaizen Culture"
“Creating a Kaizen Culture”
Mike Wroblewski is founder and president of Dantotsu Consulting, an international consulting firm with a mission of helping clients in developing a continuous improvement culture. Dantotsu means "better than the best" in Japanese. Mike is also a co-author of the 2015 Shingo Research and Publication Award book, "Creating a Kaizen Culture" and an engaging Public Speaker.
For over 25 years, Mike has been working in management teaching kaizen and Lean principles. Mike's journey into Lean began in the early 1980's while working as an Industrial Engineer for the Hill-Rom Company. Under the watchful eye of Shigeo Shingo, he improved a die changeover from 45 minutes to under 5 minutes. From that moment on, Mike has been hooked on the power of Lean thinking.
Mike learned first-hand from the master, Shigeo Shingo, the techniques of the SMED system along with the early teachings of eliminating waste from manufacturing operations. He continued his Lean training and implementation of the Toyota Production System under the masters from Shingijutsu Consulting, Masaaki Imai and other renowned Lean thinkers from Japan. Mike has implemented numerous improvements including the design and installation of paced assembly lines, reducing mixed model welding setups from 4 minutes to 6 seconds and compressing assembly lead times from 6 days to less than 1 day.
Mike has personally worked with hundreds of employees in both union and non-union companies learning and leading the way of Lean transformations. Most importantly, Mike understands first-hand the complexities of day to day frontline management and knows how to improve processes leading to getting results through the development of people.
Mike passionately teaches the principles of Lean and kaizen and how to make lean thinking part of our daily life. Mike has worked with PACCAR, Walt Disney, IMF, Philips as well as many companies and organizations all over the world.
Oliver Wise (Featured)
Director of Socrata Data Academy
“Creating a Data-Driven Culture: How to Create Connections Needed to Succeed in the Digital Era”
Amid budget, workforce, and political uncertainties, local governments consistently solve problems, enhance community quality, and improve lives. The buzz phrase of “doing more with less” doesn’t adequately describe the operational shifts that need to occur to continue to provide excellent core services and move the needle on society’s most pressing issues. In our current context, governments need to do things differently with less. Join this engaging session to explore how to leverage the assets you already have – data and personnel – to implement the technology and cultural changes necessary for flexibility, scalability, and sustainability. Learn practical steps you can take now to begin to strategically implement a modern digital infrastructure and drive data-driven decision-making across departments. Explore the byproducts of enhanced data access and sharing more robust transparency and meaningful public engagement. This exciting framework of technology, leadership, and people enables next-level problem solving to occur and facilitates a larger vision in which governments are connected to each other and the people they serve like never before.
Oliver Wise is the Director of Socrata Data Academy. In this role, he helps governments develop the skills, leadership strategies, and execution tactics necessary to harness the potential of data to transform public services. Before joining Socrata, Oliver was the founding director of the City of New Orleans Office of Performance and Accountability (OPA), the City’s first data analytics team. Launched in 2011, OPA leverages data to set goals, and track performance, and get results across City government. Oliver’s work in New Orleans has been recognized with an Organizational Leadership Award from the American Society of Public Administration, Certificate of Excellence by the International City Managers Association, an Innovation Award from the Bureau of Governmental Research, Certification from Bloomberg Philanthropies’ What Works Cities program, and a Bright Idea award from the Harvard University Ash Center for Democratic Governance and Innovation. He was also named to Government Technology’s “Top 25 Doers, Dreamers, and Drivers” list for 2015.
CIO and Business Intelligence Practice Lead at Axian, Inc., and Instructor at Portland State University
“Effective Storytelling with Data”
We use data every day to make decisions. Decisions about what route to take home and avoid traffic. Decisions to invest in a project or not. Decisions to go grab a cup of coffee or start calling/emailing to get answers. True, these decisions are based on the data, but the methods we use to share that will determine whether our message is clear or confusing and it’s efficacy. In this session, we will discuss and share a number of ways to craft a message with data to communicate the message we want in the way that is most effective.
Shawn Duffy, CIO & Business Intelligence Practice Lead, has worked in the Business Intelligence industry for over 18 years, working for many years as a Consultant with Fortune 100/500 companies throughout the US & Canada. He currently manages the Business Intelligence Practice at Axian, Inc. in Beaverton, OR and enjoys no longer sitting on airplanes ~220,000 miles each year. His specialties include Business Intelligence (BI) Strategy & Architecture, BI Roadmaps, Business Efficiencies w/ Data, Data Movement, Dashboards, Mobility for BI, and has deep Product Expertise in most Analytics Platforms (i.e. SAP, Microsoft, AWS, Tableau, etc).
Founding Partner of Northwest Center for Performance Excellence and Executive Master Six Sigma Black Belt
“Lean, Six Sigma, Data Analytics – Competing or Complementary Methodologies?”
Lean and Six Sigma continual improvement methodologies have been around by those names for the last approximately 35 years. While human beings have been “analyzing data” since they invented math over 5,000 years ago, today we are doing it like crazy with Big Data and Data Analytics! There is often confusion about what the difference is between the Lean and Six Sigma, Lean Six Sigma and – now Data Analytics. Do Lean and Six Sigma compete or complement? Does the advent of “Data Analytics” statistically based Six Sigma make Six Sigma obsolete? Should we forget about everything else and just hire a data scientist? This talk describes and compares each. It discusses and illustrates the central theme, philosophy, and strategy of each and demonstrates their complementary nature.
Steve is a Six Sigma Executive Master Black Belt personally certified by Mikel Harry, the co-founder of the Six Sigma methodology. He is the Managing Partner for the Northwest Center for Performance Excellence and the founder and instructor for Six Sigma at PSU’s Center for Executive and Professional Education in Portland. He served as a technical editor for the latest edition of “Six Sigma for Dummies” book and has published more than one hundred articles and papers in trade journals and newsletters.
He has more than 25 years’ experience in the practical application of statistical and modern structured approaches to the optimization of manufacturing and transactional processes, quality systems and R&D. Steve most recently served as the Director of Quality for Cascade Microtech – a provider of test probes and probe stations for the development of advanced semi-conductor devices and for Vestas Wind Systems as Quality and Six Sigma Program Manager.
He has provided training and consulting for industries ranging from advanced semi-conductors, food and beverage, plastics molding, and wind energy on six continents and in English, Spanish, Italian and German.
Director, Results Washington
“Integrating performance management and continuous improvement to deliver better results for Washingtonians”
Inger was appointed to lead Results Washington (WA) by Governor Inslee in January 2017. She greatly appreciates the Governor’s vision and expectation that state government become more responsive, data-driven and human-centered. She is honored and privileged to work alongside the other Results WA team members plus many others in WA state government.
Prior to joining Results WA, Inger spent three years with the City and County of San Francisco’s City Performance team where she led the development of a Lean-inspired initiative that has resulted in more efficient and effective services for a wide range of the City’s customers. Before joining the public sector, Inger spent over 10 years in varied leadership and programmatic roles in philanthropy and social justice. She has a M.A. in Economics and a B.A. in Women’s Studies. Outside of work she enjoys exploring the beauty of WA state through trail running. She also enjoys writing and reading fiction and published two short stories in obscure journals. She lives in Seattle with her two littles and spouse.
Karis Joy Alston
Organizational Change Management Lead, ODOT Director’s Office, Prosci Certified Change Manager
“Organizational Change Management”
Organizational Change Management is the practice of engaging and supporting the people involved in change. Without employee adoption, even state-of-the-art tools and applications and flawlessly efficient processes are refused or abandoned. Why does this happen? And what can be done to help employees prepare for and embrace change? In this interactive session, we’ll discuss the discipline and importance of change management, focusing specifically on communications, the ADKAR model, empathic listening, resistance management, and executive project sponsorship.
Karis Joy Alston started her career in Organizational Change Management (OCM) in the fall of 2015 while working at Enterprise Technology Services (the State Data Center). During that time, she earned a Bachelor’s in Psychology from Western Oregon University and became a Prosci certified change practitioner. Karis has been with ODOT for a little over two years and is currently helping with the implementation of several Agency-wide initiatives, including the ODOT Strategic Business Plan. She is also the co-chair for the State of Oregon Change Management Professionals Network (ChMPN), and does everything she can to help influence the application of OCM throughout the State. Her genuine care for people and bubbly personality are her greatest assets in helping others transition successfully through change. Karis is a certified yoga instructor in Salem, and in her free time enjoys hiking, paddle boarding, cooking, and doing puzzles while watching reruns of Friends for the 27th time.
OPPIA Winter Lunch and Learn
was on March 21st @ 12 PM
Topic: Pulling it all together! How to link business unit plans to strategic plans, people, and processes
Presenter: Victoria Hawley
Location: DCBS (Labor and Industries Building, Conference Room 260), 350 Winter Street NE, Salem, OR 97301
Victoria Hawley leads the Oregon Department of Transportation, Central Services Division Performance Excellence Team. The PET supports the division and its leadership through education, training and consulting services in the areas of strategic planning, performance measures, and process improvement. The road to ODOT (no pun intended) looks like the route from Scappoose to Dundee: A relatively straight line on the map with several interesting twists at ground level.
At the Lunch and Learn Victoria will discuss how to link business unit plans to strategic plans, people, and processes.
OPPIA Fall Lunch and Learn
was on November 15th, 2018, 12:00 PM - 1:00 PM
Location: Mid-Willamette Valley Council of Governments, 100 High Street SE, Suite 200, Salem, OR.
Presentation Slides: Presentation information can be found here.
Pamela Stroebel is discussing using auditing as a tool to enhance performance.
Pamela is a contributing faculty member at Willamette University's Atkinson Graduate School of Management. She teaches Auditing and Forensic Accounting/Fraud Examination in the early-career MBA program, and Accounting for Managers and Process Improvement/LEAN in the Certificate of Public Management program.
Pamela established Powers CPA, LLC in 2014 and currently serves as Owner and Managing Member. Her firm provides internal audits, consulting, and assurance services to state and local government and non-profit entities. She began her career auditing for the State of Oregon with four years at the Secretary of State’s Audits Division where she performed external audits of several state agencies including the Department’s of Human Services, Transportation, Revenue, and the Oregon State Fair.
**Please remember to bring your own lunch!!
For more information about the event or to answer any questions email firstname.lastname@example.org.
2018 OPPMA Conference Registration
Please join us for the 2018 OPPMA Annual Summer Conference featuring exciting and engaging speakers on the cutting edge of performance measurement!
All conference attendees will receive a complimentary copy of Ken's book Extreme Government Makeover: Increasing Our Capacity to Do More Good.
Founder, Change & Innovation Agency (C!A)
Ken Miller is the founder of the Change & Innovation Agency, a firm dedicated to increasing government's capacity to do more good. Ken has worked with amazing people in the most difficult environments to tackle big issues like: Where's my tax refund? How do we make a child abuse hotline as responsive and reliable as 911?
Ken, named by Fast Company Magazine as one of the top 50 change agents in the United States, founded the Change & Innovation Agency (C!A) in 2003. The firm brings the radical improvement techniques of manufacturing to the 85% of the workforce that doesn’t make widgets, so they can do what they do better, faster and cheaper. C!A works with diverse clients in government, education and the service sector to implement customer-centered change, radical process improvement, innovation and sophisticated leadership systems that include performance measurement, planning, and accountability. C!A also provides a series of workshops for change agents and managers, helping them become enablers of change at their workplaces.
Prior to founding C!A, Ken served as the Director of Performance Improvement for the State of Missouri from 2001-2003 and as the Deputy Director of the state’s Department of Revenue from 1998-2001. During his time in Missouri, Ken helped the state reduce the time to issue tax refunds by 80% at less cost and cut wait times in motor vehicle offices by half. He also helped to save the state more than $100 million in two years, with ten of his department’s projects earning awards at the state or federal level for innovative practices and extraordinary results. Ken led the improvement initiative that earned a state agency the Missouri Quality Award, making it one of only a handful of government agencies in the country to win a Baldrige-based award. He was also co-creator of the “Show Me Results” outcome-based planning and budgeting process that garnered one of only two A grades from Governing magazine for “managing for results.”
Ken is the author of three books: Extreme Government Makeover: Increasing Our Capacity To Do More Good, We Don't Make Widgets: Overcoming the Myths That Keep Government From Radically Improving and The Change Agent's Guide to Radical Improvement.
Session: (1.5 hours)
“A Band of Brothers (and Sisters): Rethinking Government Accountability"
Accountability has been hailed as the panacea for most government ailments. Simply develop performance measures, set targets, and then hold people accountable for achieving them. What can possibly go wrong? Ken Miller deconstructs the "miracle cure" of performance management, explaining how it not only doesn't work but produces devastating side effects. Ken then shows what true accountability looks like and provides a prescription for making it work in public service. Participants will learn:
· How data and measurement can be used for good, and why it often isn't
· Why efforts to "hold people accountable" rarely work and usually backfire
· How big data, targets, dashboards, STAT systems, and more sophisticated measurement software are enabling people to do "the wrong thing righter"
· The one belief that changes the way you look at everything
· The secret to true accountability that inspires people to do extraordinary things
· Where to focus your efforts to increase government's capacity to do more good
Founding Partner of Northwest Center for Performance Excellence, and Instructor of Lean Leadership at PSU's Center of Professional Education
John Major is a Founding Partner of Northwest Center for Performance Excellence and Instructor of Lean Leadership at PSU’s Center of Professional Education working to promote the implementation of effective Lean Six Sigma based structured continuous improvement programs. He teaches continuous improvement principles at Portland State University and holds both a BS in Mechanical Engineering and an Executive MBA from the University of Washington.
John has over 30 years’ experience leading operational teams within the high-tech industry including VP, Customer Support and Service for Xerox Office Products Group, VP, Worldwide Manufacturing & Global Supply Chain for Tektronix Corporation, and most recently as VP, Global Operations for Radisys Corporation. John has led the implementation of continuous improvement programs based on the fusion of Strategy Deployment, Lean Thinking, Six Sigma Structured Problem Solving, and Kaizen Methodology at many diverse companies over the years. He teaches continuous improvement principles at Portland State University and holds both a BS in Mechanical Engineering and an Executive MBA from the University of Washington.
Session: (1.5 hours)
“Lean/Six Sigma and Lean Strategic Deployment”
Originally, both Lean and Six Sigma arose from the world of product manufacturing where they were used as key methodologies to eliminate defects, minimize waste, and improve process performance. Increasingly, these same methodologies are being adapted and applied to all manner of business and enterprise from banking and insurance, to service organizations, healthcare and more recently, governmental agencies looking to drive overall performance excellence.
This session will provide participants with a base understanding of both Lean and Six Sigma and some of the key principles behind their methodologies. This presentation will contrast the similarities and differences between Lean and Six Sigma and provide participants with an understanding of when and where the tools can be best applied independently, or in combination, to form a particularly powerful problem solving and process improvement toolset, Lean Six Sigma. Time will be allotted for discussion of a few real-life challenges faced by the audience and explore how these tools might be applied within these situations to drive performance improvement.
Executive Vice President of Marketing and Government Relations for Mass Ingenuity
Scott is an Executive Vice President with Mass Ingenuity. He is an economist with 30 years of management experience in state government. His career in state government started in Oregon’s Budget and Management Division, the Governor’s budget building office. He also has served with the state’s Legislative Fiscal Office. The bulk of Scott’s career has been with the Oregon Department of Consumer and Business Services, the state’s largest regulatory agency with oversight of the insurance, banking, credit union, workers’ compensation, and building codes arenas. In his nearly 20 years at the agency, he has served as the budget director, chief financial officer, deputy director, and director.
He was appointed to head the Oregon Department of Administrative Services by then Governor Kulongoski, a role he served in during the final three years of that administration. Later in his career, Scott was appointed by State Treasurer Ted Wheeler and Deputy Treasurer Darren Bond to serve as Chief Administrative Officer and Executive Advisor where he played a key role in developing Oregon State Treasury’s shared services functions and modernizing the investment operations of the state.
Session: (1.5 hours)
“Performance and Process Improvement”
Scott will share the history of the lean-based management system in Oregon, its successes, and how it has helped to turn several state agencies around.
CIO and Business Intelligence Practice Lead at Axian Inc., and Instructor of Data Analytics at PSU’s Center of Professional Education
Shawn Duffy, CIO & Business Intelligence Practice Lead with Axian, Inc. and Instructor of Data Analytics at PSU’s Center of Professional Education has worked in the Business Intelligence industry for over 18 years, working for many years as a Consultant with Fortune 100/500 companies throughout the US & Canada. He currently manages the Business Intelligence Practice at Axian, Inc. in Beaverton, OR and enjoys no longer sitting on airplanes ~220,000 miles each year. His specialties include Business Intelligence (BI) Strategy & Architecture, BI Roadmaps, Business Efficiencies w/ Data, Data Movement, Dashboards, Mobility for BI, and has deep Product Expertise in most Analytics Platforms (i.e. SAP, Microsoft, AWS, Tableau, etc.).
Session: (1.5 hours)
“Dude, Where's My Data? A Discussion on the Data Lifecycle & Big Data”
Where does data originate? How does it get to our screens/eyes? What do we do with it once it’s there? Data and analytics are ubiquitous with increased dependency/pressure on great information to make decisions faster, more accurate, and with greater detail. No one is safe and understanding the process of twists and turns data can take on its transformation into actionable information will help us increase our efficiency. This session will cover the Data Lifecycle from origination (Creation/Capture) through to the action steps (Share) or removal (Archive/Purge) and all the steps in between. If you’ve ever wondered about the sourcing, calculations, or methodology by which your information gets to you and your colleagues, then this session is for you. Data has a life of its own and we’re here to discuss it, understand it, and hopefully begin to master it.
Co-Founder and Chief Data Engineer for BigML
Adam Ashenfelter is a co-founder and engineer at BigML, a company with the goal of democratizing Machine Learning tools. Adam started his journey with Machine Learning while earning his MS in Computer Science from Oregon State University. Since then he has been part of a series of AI and data-oriented start-ups in Oregon. He's built and applied ML tools for a diverse set of domains including satellite health monitoring, product recommendation, traffic analysis, and fitness tracking.
Session: (1.5 hours)
“Essential Concepts in Machine Learning”
Not long-ago Machine Learning (ML) was a topic almost exclusive to academia and ML tools were accessible only to statisticians, data scientists, and software engineers. This has rapidly changed. Public awareness of ML is at an all-time high and, more significantly, the related tools are easier to use than ever before. A technically adventurous individual can now take advantage of ML tools without years of expertise in the field.
With this in mind, we will introduce high-level Machine Learning concepts. Then we will ground the discussion by walking through a few use cases, such as predicting road incidents, emergency services forecasting, and document analysis. Finally, we'll cover how ML techniques can become biased, using recidivism prediction to illustrate the issue.
Paulus Lecture Hall, Willamette College of Law, 245 Winter Street SE, Salem, OR 97301
$125 (+$25 for 7 hours of CPE)
Registration includes a copy of Ken Miller's book, "Extreme Government Makeover: Increasing Our Capacity To Do More Good", coffee, lunch, and OPPMA Annual Membership. Membership includes access to the OPPMA Performance Measurement listserv and the quarterly newsletter with exciting news about performance measurement research, techniques, and software.
2017 Past Events
OPPMA 2017 Summer Conference
August 1, 2017 - Salem, OR
Thank you to all who attended this year's Summer Conference!
We hope you enjoyed the conference as much as we did and will consider joining us next year!
If experiencing difficulty obtaining the documents below,
please contact us at
Winter 2017 Brown Bag Luncheon
February 14, 2017 - Portland, OR
"Participatory Performance Management"
Designing services and analyzing evaluation data with input from service recipients.
2016 Past Events
2016 Annual Summer Conference
July 26th, 2016 - Salem, OR
"Building a Smarter Government"
Using Data, Research, and Analytics to Improve Outcomes for Youth and Organizational Performance
Spring 2016 Brown Bag Luncheon
Friday, April 29, 2016 - Salem OR
Fariborz Pakseresht, Director of the Oregon Youth Authority
"Using Data, Research and Analytics to Improve Outcomes for Youth and Organizational Performance."
OYA's implementation of a performance management framework and using data and analytics to inform decision making
2015 Past Events
Winter 2015 Brown Bag Luncheon
December 4, 2015, Salem, OR
George Naughton, Chief Financial Officer of the Oregon Department of Administrative Services
"Tracking Oregon's High Level Progress."
Quantifying Oregon's goals to fit the overall state budget.
2015 Annual Summer Conference
July 28, 2015, Salem OR
Keynote Speaker: Kevin Quigley, WA Secretary of State' Office
Featuring: Brian Willett, Performance Auditor for the City of Vancouver
Panel sessions: What's happening in performance measurement in local and state government
Spring 2015 Brown Bag Luncheon
April 3, 2015, Portland, OR
Michael Jordan, former Chief Operating Officer of the State of Oregon
"Transformations Underway in State Government."
Discussing Oregon's multiple change initiatives ranging from Enterprise Architecture to IT Governance.
2014 Past Events
Fall 2014 Brown Bag Luncheon
November 5, 2014, Salem, OR
Phil "PK" Kase, ODOT Performance Management Chief, discussed Performance Journalism. Successful "reporting" is necessary to communicate internally and externally to get the resources required to complete projects or provide services. Even without federal and state statutory requirements, internal and external users of performance measures need to be able to articulate what is being measured, why it is being measured, and why it matters. Click HERE for presentation slides...
Summer 2014 Annual Conference
July 9, 2014, Salem, OR
Brian Willett, Performance Analyst for Washington Secretary of State's Office: LEAN Training Click HERE for presentation slides...
Jeff Tryens, former Deputy Director of Performance Management for New York City's Mayor's Office: Performance Measurement: Who Cares?! Click HERE for presentation slides...
Richard Mallory, Chair of the American Society for Quality's Government Division: Quality Standards for Highly Effective Government Click HERE for presentation slides...
Spring 2014 Brown Bag Luncheon
April 16, 2014, Salem, OR
Rita Conrad, Project Manager for Greater Portland-Vancouver Indicators discussed Performance and "Altitude." Click HERE for presentation slides...
2013 Past Events
Summer 2013 Annual Conference
July 17, 2013, Salem, OR
Dr. Shelley Metzenbaum, former Associate Director for Performance and Personnel Management at the White House Office of Management and Budget: Keynote Address
Dr. Steven Kelman, Weatherhead Professor of Public Management at Harvard University: Unleashing Change in Government Click HERE for presentation slides...
Brent Stockwell, Strategic Initiatives Director for Scottsdale City Manager's Office: Starting from Scratch in Scottsdale - Striving to Build a Best Practice Program Click HERE for presentation slides...
Brent Stockwell: Scottsdale's Annual Snapshot - How Scottsdale has Implemented the AGA's Citizen-centric Reporting Initiative Click HERE for presentation slides...
Rita Conrad, Terrie Monroe, and Scott Bassett: Evolution of Performance Measurement and Management in Oregon - Stories from Three Veteran Practitioners Click HERE for presentation slides...
2013 Brown Bag Luncheon
February 26, 2013, Salem, OR
John Bernard, Founder and CEO of Mass Ingenuity discussed The Future of Performance Measurement/Management in OR and WA