[The following article appears in the April ,1995 edition of _TQM_in_Higher_Education_, pages 2-4.] PERSONAL QUALITY: WALKING THE TALK Priit Parmakson, Senior Researcher, Tallinn Technical U. (Estonia) Editors note: Parmakson is a researcher working on his Ph.D. and an independent management consultant in Estonia. A quality consultant who doesn't apply the principles he or she teaches will not be taken seriously. So for the past eight months, I've attempted to apply quality principles to processes in my personal work and my private life, striving for what might be called a "Personal Quality System. Personal quality improvement differs from quality improvement at team and company levels in several ways. First, you have to be your own leader. This can be difficult because sometimes one really fears to reflect. Others have the "tyranny of urgency," of being too inclined to action. And in a team of one, you can't get immediate feedback from other team members. In my personal quality system, since there's not much that's routine in my work, process flowcharting and statistical analysis aren't very useful. However, I've found that a number of TQM concepts and principles could be scaled down to levels of a one-person company and/or an individual. RELIANCE ON DATA Effective quality management should rely on data. Research has established that the mere recording of occurrences of a positive behavior will usually enforce that behavior. Similarly, if a person continuously records occurrences of a negative behavior, then the behavior will diminish. To be effective, any system must make it easy to record the data. I've designed a three-level paper system for doing so. This is a low-tech system that relies heavily on Post-It [TM] notes. My system contains the following components and features: * A small, personal organizer (notebook) that I always carry along with me. * A research logbook (an office file) that I usually carry with me. * An office file for archival material. The notebook is structured as follows: * A "To Do" list for the current day and, if needed, for the following day. * A small two-month calendar for recording appointments. * Prioritized lists of suggestions for activities. The suggestions are grouped into a small number of areas (projects, private, etc.). Since the transformation from an idea to a concrete activity may take time, it's useful to have many possible activities in your field of view even though you won't necessarily implement all of these activities. Currently, I have about 20 to 30 activities listed. * Critical incidents. These include records of mistakes, and/or wrong or inefficient behaviors. * Problems. These are common, lasting issues that must be dealt with. * Ideas. In this section, I record both technical ideas for my professional study and work as well as ideas for quality improvement. Besides the principles section, it's the most important section of my notebook. * Principles. These are short guidelines that I try to follow. Currently, I have 10 to 20 principles recorded as well as a number that aren't entered in the notebook. I'm also testing the usefulness of the following sections: * Ideas that worked, a log of successes. * Ideas that haven't worked. * A record of improvement activities. * Rejected activities, ones in which the decision not to implement them needed longer consideration. * Risks. In the notebook, I write only on 3x5 Post-It [TM] notes, which I attach to the leaves of my notebook. The office file, which I've labeled "Quest for Quality," contains the following information: * List of processes. Listing all of the important processes is a component of business process redesign. Since I have almost complete independence in my doctoral studies and at my work in my one-person company, these processes cover both my work and my private life. * Process analysis for almost each process. Typically, these sheets contain: process goals, process issues, process risks, improvement ideas, and principles. The format is free-flowing and I use elements of mind-mapping. In analyzing processes, I've used elements of cause and effect analysis and force field analysis as well as visioning- designing an ideal state or process. To record these analyses, I use tiny Post-It [TM] notes on 8 « x 11 sheets of paper with handwritten text. * Archives. These are the full written Post-It [TM] sheets from the notebook. It's very important to record the right kind of data. What data to record depends upon what traits you want to improve. Data should be represented in graphical form wherever possible. I haven't been successful using graphs or forms, so my notes and records have a loose format. To counter this, I draw a small icon at the beginning of each item in my notebook. This gives some structure to the notes and also makes later search and review easier. Currently, I use the following icons, denoting different types of quality records: * A jewel = an idea. * An arrow pointing to the right = a suggestion for action. Fulfilling the action can be indicated by filling in the arrow black. * An eye = an observation. * A question mark = a problem. * An arrow pointing up = success. * An arrow pointing down = failure. REFLECTION LEADS TO ANSWERS After some reflection, one of the things I realized in using my personal quality system was that my output, both in the role of researcher and consultant, depends critically on the number and quality of ideas produced and implemented. Therefore, I analyzed my creative process, concluding that generally I had no lack of ideas, but that I spent too little time selecting, developing, and testing them. To keep track of the ideas, I decided to always write up the interesting ones. By browsing the notes later, I can see what worked and what didn't. Since research and design processes are only partly predictable by their nature, if I write down a suggestion for action, then I mean a course of action worth considering, not a firm "to do" item. It may take some time before enough additional data becomes available and I can firmly decide whether or not to implement the action. Observations can be about work matters or about my own psychological status. Problems are often starting points for ideas. It's important to record failures--mistakes, wrong or inefficient behaviors--even when you don't apply any statistical analysis to failure data. Two special classes of failures--being late to appointments and not keeping promises--are especially important. It's also useful to record some successes, to balance the tone of the notebook and to learn to repeat the success. Recorded data must be analyzed. Though my quality effort is months old, I still don't have any more systematic way to do that than occasional thinking about reasons for failures. Processes should be analyzed to find inefficiencies. I've made a list of my processes--18 up to now--which cover both my work and my private life. Yet I'm still in the beginning of a deeper analysis of these processes. Finding an optimal process may not be easy. For example, I analyzed causes for my sub-optimal sleep and work patterns. I discovered that the problem was my preference for working until late at night and sleeping during the morning when much business is done. The causal network I built is too complex to discuss here, but the main understanding I got was that my innate ideal work-sleep pattern is different from the 24-hour natural pattern, and to be effective, I must adjust my pattern. Flexibility is the key to an effective personal quality system. Humans aren't machines, and their processes shouldn't be totally programmed. Personal productivity depends a lot upon psychological mood. And some variability is necessary in all types of creative work. When in a creative mood, rather than stick to a fixed plan, it may be more effective to deviate from the plan. I've also realized that my system should have an ever-evolving structure. Results of quality analysis should be documented in some way. Drawing a flowchart is often useless when analyzing a personal process. But I write down principles--heuristics, guidelines--for the process. Principles are simply short, more or less general statements like, "Always check the lecture room a day before the class." I try to follow the principles, without allowing them to constrain the process too much. Writing down and systematizing them helps to organize the base from which you move forward in making decisions. Rarely could a personal improvement method be adapted by another person without extensive modification. Because humans differ, everybody has to build his/her own system. A rational way seems to take and test features and techniques from various methods. Unfortunately, it's much easier to consume uncritically the self-improvement and quality literature than to think independently. For more information, contact: Priit Parmakson, Senior Researcher, Institute of Informatics, Tallinn Technical U., Ehitajate tee 5, EE 0026. Tallinn, Estonia; Email: pp@cc.ttu.ee [For for information or to subscribe to TQMHE, contact: TQM in Higher Education Magna Publications, Inc. 2718 Dryden Drive Madison, Wisconsin 53704-3086 Phone: 608-246-3591 or 800-433-0499.]