Facilitator guide
Case objectives, demonstration plans, debriefs, common mistakes and application checks across all 81 workplace cases and method lessons.
Download Facilitator guide PDF · 166 pages · 65.1 MBDefine goal and boundary. Follow the visual, practise a decision, then check your thinking.
Fictional teaching examples and AI-generated illustrations. Proposed changes and goals are not achieved results. Use the written instructions and check local conditions before applying a method.

A visible queue is a clue, not a diagnosis. Compare required load with effective capacity over a representative mix and horizon, and observe when processes are starved, blocked or interrupted. In the simple exercise, demand is ten units per hour while stage capacities are twelve, eight and eleven; stage B is the first limiting hypothesis. Real systems need evidence about variability, routing and policies before that conclusion is accepted. The constraint can also be outside the equipment chain, such as demand or an approval rule. Test the hypothesis and recheck it after a material change.
A long queue alone proves nothing.
The constraint may be market or policy, not equipment.
VSM locates delay; OEE helps only with relevant capacity loss.

Fictional three-stage route: A, B and C have supplied comparable effective capacities of 12, 8 and 11 units per hour. Demand is 10 per hour. A snapshot shows the largest visible queue before C, but planner Eli must identify what limits sustained route output under the stated model.
Investigate and test the release/readiness mechanism before assuming more B equipment will solve the loss.
Average capability and timely availability are different. The actual limiting condition may be how work reaches B.
Use comparable demand and capacity evidence to form a constraint hypothesis, then test it against actual starvation, blocking, quality and release conditions.
Fictional three-stage route: A, B and C have supplied comparable effective capacities of 12, 8 and 11 units per hour. Demand is 10 per hour. A snapshot shows the largest visible queue before C, but planner Eli must identify what limits sustained route output under the stated model.
Role: System analyst working with all three process owners.
The constraint hypothesis explains system delivery within a defined route, mix and period.
The team assumes the largest current pile must identify the constraint, without checking its release history.
| Input | Supplied value |
|---|---|
| Demand | 10 units/hour |
| Stage A capacity | 12 units/hour |
| Stage B capacity | 8 units/hour |
| Stage C capacity | 11 units/hour |
| Queue snapshot | Largest visible queue before C; history unknown |
| Required observation | Starvation, blocking, quality loss, mix and release |
Eli confirms that all three capacities refer to the same product route and effective working period. He checks that customer demand is actually available.
Why: Nameplate rates, different mixes or different calendars cannot be compared as if they represent the same opportunity.
Evidence: Like-for-like model: 12 / 8 / 11 against demand 10 units/hour.
B at eight units per hour is the lowest supplied rate and below demand. Under the stated assumptions, it is the first internal constraint hypothesis and the modeled gap is two units per hour.
Why: The arithmetic narrows investigation; it does not by itself establish why B performs at that rate or prove real operating behavior.
Evidence: Initial model limit 8/hour; demand gap 2/hour.
Inspect when the queue before C arrived, whether it contains held or off-route work, and how release batches were scheduled. Record its age and eligibility.
Why: A queue can reflect earlier releases, quality holds or a temporary event. Its size at one moment does not replace a rate and flow history.
Evidence: Queue explanation remains open until arrival, status and service history are checked.
Record whether B has ready eligible work, required resources and downstream space. Separate its processing losses from time starved by upstream information or blocked by downstream problems.
Why: The limiting condition may be a policy, supply or quality issue rather than B’s equipment itself. Improvement must address the actual mechanism.
Evidence: Observation log distinguishes working, starved, blocked and abnormal states with causes to investigate.
Compare sustained accepted output and demand after a controlled change. If another condition now limits the system, update the focus and supporting rules.
Why: A constraint label is not permanent property of a machine. Persisting with an obsolete label is a decision error.
Evidence: System output, demand basis and current evidence support the next decision.
| Question | Evidence | Conclusion |
|---|---|---|
| Lowest comparable rate | B = 8/hour | Initial internal hypothesis |
| Demand relation | 10 required versus 8 modeled | Gap 2/hour |
| Largest queue | Before C; history unknown | Investigate, do not infer |
| Observed mechanism | Not yet supplied | Collect state and cause record |
| Improvement claim | No trial outcome supplied | Keep provisional |
Observation shows B often has no ready material because an upstream release rule batches work late, despite A’s average capacity exceeding B’s.
Investigate and test the release/readiness mechanism before assuming more B equipment will solve the loss.
Average capability and timely availability are different. The actual limiting condition may be how work reaches B.
Time-stamped starvation and release evidence guide the revised hypothesis.
Separate fictional route: X, Y and Z can effectively process 18, 15 and 20 units per hour for the declared mix. Current demand is 12 per hour; a second planning scenario raises demand to 18.
| Input | Value |
|---|---|
| X / Y / Z | 18 / 15 / 20 units/hour |
| Current demand | 12/hour |
| Changed demand | 18/hour |
At demand 12, all supplied capacities exceed demand. Y is slowest but not a binding internal capacity limit against that demand.
At demand 18, Y at 15 becomes the first internal hypothesis, with a modeled gap of three units per hour.
Check actual mix, readiness, starvation, blocking, quality and policy effects; a capacity purchase requires evidence of the remaining limitation.
| Scenario | Comparison | Conclusion |
|---|---|---|
| Demand 12 | Y 15 exceeds 12 | No modeled internal shortfall |
| Demand 18 | Y 15 below 18 | Hypothesis Y; gap 3/hour |
| Investment | Mechanism unknown | Observe before committing |
Are these rates genuinely comparable?
Why is the largest queue not enough?
What makes a slow stage become binding?
Which state would suggest an upstream policy problem?
Write assumptions before computing the rate comparison, then choose observations that test the suspected mechanism.
Owner: System owner with process and planning representatives
Record: Demand/capacity comparison and time-stamped state observations
Review: After representative observation and every material demand/mix/process change
Evidence: An explanatory hypothesis consistent with accepted delivery and loss states
Revisit the boundary, data comparability or policy mechanism before adding capacity.
Define system goal/metrics, constraints and rules before intervention; public synopsis only
Public course synopsis only; no claim to have viewed restricted course content.Read the lessons online or use these PDFs to prepare, practise and review with your team. No sign-in needed.
Case objectives, demonstration plans, debriefs, common mistakes and application checks across all 81 workplace cases and method lessons.
Download Facilitator guide PDF · 166 pages · 65.1 MBPrintable case worksheets, blank observation records and five calculation exercises; answers are separate.
Download Learner workbook PDF · 169 pages · 10.7 MBReasoned sample responses, worked calculations and coaching guidance; fictional examples are clearly labelled.
Download Answer key and coaching notes PDF · 105 pages · 8.5 MBThe native method mechanisms and worked applications for all 68 detailed lessons, in a separate bookmarked portrait reference.
Download Method and application reference PDF · 141 pages · 10.2 MBFive illustrated system chapters: 15 Flare concept maps and 26 original workplace teaching cards, with links to all 81 supporting cases and method lessons.
Download Illustrated systems atlas PDF · 69 pages · 55.8 MBExplore this connected method and its separate application conditions.
Explore the connected method →Explore this connected method and its separate application conditions.
Explore the connected method →Explore this connected method and its separate application conditions.
Explore the connected method →