A Guide to Implementing the Theory of Constraints (TOC)

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Introduction

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Healthcare

 

Deming
& Johnson

Taylor & Social Darwinism

Toyota, Kaizen, & Lean

 

Paradox of Systemism

 

 

 

Draft Copy

This page is “in draft” and on the internet so that I can more easily share it with a limited number of particular people.  By all means feel free to read it, but be aware that I will continue to work on it, off and on, until I am happy and this draft notice disappears.  Therefore at the moment there may be loose ends and disjoints that still need to be addressed.

Taylor was a systemist.  Probably since ( ), how come then that ...

I have an admission to make – Adam Smith

Pin specialization and factory

However specialization isn’t something new

Tryol Alps Story

Some suggest that the factory is the starting point.

Certainly it marks another important change the movement from cottage (and therefore family) to factory and the wider community and all the management issues that brings about.  Issues that probably didn’t really come to the fore until piece work disappeared.

If you have trouble today, think back to Deming’s time when Hawthorne had 10,000 etc

So maybe it is the factory that is most important.

Taylor was on the cusp of a wave of factory and industrialization.

Introduction

Taylor wrote; “In the past man has been first; in the future the system must be first.”  (pg iv 2nd paragraph) He wrote this in the introduction to his 1911 treatise “The Principles of Scientific Management.”  It was incredibly prescient, but it must have been incredibly difficult for most people to relate to at that point in time.  Today it sounds almost Owellian, but that reflects more than anything our own failure to learn anything in the almost 100 years that have elapsed since.

 
Scientific Management

Scientific Management, or Taylorism, or time and motion studies, are common enough terms that most people in business will have bumped into at one time or another.  The term Scientific Management, however, wasn’t coined until 1910, some 30 years after Taylor began his quest into industrial engineering.  The term came to embrace not only the time-based work of Taylor and his immediate associates; Henry Gantt, Carl Bath, and Horace Hathaway, but also the motion-based work, or rather avoidance of wasted-motion-based work, of Frank and Lillian Gilbreth.

Taylor was far ahead of his time and consistently misinterpreted by most of his contemporaries.  This misinterpretation has important parallels with Deming 60-70 years later.  Moreover, the misinterpretation carries through to today, where our additional misunderstanding of the cultural context of a century ago makes the confusion even greater.  In prior pages I have treated Taylor and Scientific Management as the arch-reductionist, for that is how his principles have been almost exclusively interpreted.  I don’t intend any time soon to change those pages to reflect my change of opinion.  But changed my opinion I certainly have.

In 1997 Robert Kanigel published a monumental biography on Taylor, The One Best Way; Frederick Winslow Taylor and the enigma of efficiency.  I read this in 1999, and I have to say I read it as reinforcing my existing bias that Taylor was a reductionist.  It wasn’t until 6 years later that I read Taylor’s 1911 treatise; The Principles of Scientific Management, and substantially changed my opinion.  This current page is based almost wholly on these two sources.  There are (at least) two other sources that I would like to include, but haven’t as yet.  They are Frank Copley’s 1923 biography; because it is close to the date of interest and sympathetic to the cause, and Daniel Nelson’s 1992 work on Scientific Management after Taylor.  Taylor died aged 59 just 5 years after the publication of Principles.  It is important to distinguish what Taylor said, and what others said who came after him.

I am fascinated that contemporary authors continue to perpetuate the straw-man that is depicted as Taylor, it is almost as if by constructing this straw-man we absolve ourselves of responsibility for investigating the true cause of our current dissatisfaction.  And I am fascinated that out of all the work that Taylor and his colleagues did, some of which fundamentally changed our industrial world, it is the short pig-iron carrying experiments that receive so much attention, and so much opprobrium.  While working on this page my respect for Robert Kanigel has increased.  While, often, where opinion is allowed, he falls into expressing the reductionist interpretation, but equally when reporting fact he is aware of the dichotomizing power of Taylor’s approach.

“Even today, for every critic who views him as devil, another sees him as saint.  And the split doesn’t hew to easy left-right lines.  Only the slightest shift in perspective, it turns out, changes Taylor’s hat from black to white (Kanigel pg 17).”

Kanigel is indeed correct to use the word “enigma,” but it is not efficiency that is enigmatic, it is us, ourselves, and our response to the modern industrial environment that we have created that is enigmatic.  And the clue to solving this enigma comes from Louis Brandeis, a contemporary of Taylor’s and the one responsible for coining the term “scientific management.”  If we can understand Taylor’s contemporaries, then we can understand where we fail in our current interpretation of this man and his intent.

 
So What Are You Going To Do?

Well, firstly let me express another bias.  I spent a substantially period of time working within a number of factories which produce rotary cutting tools.  In fact the largest factories of their type in the world.  One of these made high speed steel endmills and drills.  High speed steel as we will see was invented by Taylor and Maunsel White at Bethlehem Steel.  And although manufacturing is in many people’s minds no longer sexy, something called “IT”. or knowledge economy apparently is, this simple invention, high speed steel, is used in more basic industry than most people would care to imagine.  To me this alone would warrant Taylor a substantial place in history.  I think also that it provides a context that too many people chose to ignore, and yet once presented informs most of his other work.

So what I propose to do is present a “potted” biography of Taylor’s industrial background, within which we can see the rationale for Taylor’s approach to Scientific Management.  If we do this within the social context of the day then we can understand how his contemporaries interpreted his work and why, and equally how they misinterpreted his work and why.  The material, unless otherwise stated, is from Kanigel (1997).

Let’s go.


Midvale Steel – 1878 - 1889

Taylor began an apprenticeship at Ferrell & Jones, known as Enterprise Hydraulic Works, a pump manufacturer, in 1874.  His family had the means and he had the ability to pursue higher education at a time when few others could, but chose the more usual option of an apprenticeship.  He set out as an apprentice patternmaker but sometime during this began a second apprenticeship as a machinist.

In 1878 he moved to Midvale Steel, first as a laborer and then as an ordinary machinist.  He became a gang boss in 1879 at the age of 23, and rose to foreman by late 1880.  Once he became gang boss he came up against soldiering and tried to overcome over the next two years.

“Taylor still wasn’t getting what he deemed a full day’s work out of the men; but he was getting twice as much as before (Kanigel pg 170).”

His men, although employees, worked on piece rate, the prevalent scheme at the time.  Rises in productivity were usually met with a reduction in piece rate and as a consequence productivity remained static.  Skilled machinists – craftsman – could argue against any increase in work rate on the basis of rule-of-thumb about depth of cut and speed of the machine.  Their world was one of tacit knowing and Taylor having received that training had, in my opinion, the insight to realize that explicit knowledge of what could and couldn’t be done was lacking.  Without explicit knowledge it is the gut feel of management that more work can be done versus the gut feel of the machinists that more work can’t be done – piece rate complications excepted.

In 1880, Taylor sought and gained permission to carry out metal cutting experiments.  He did this on an overhauled machine, cutting tools were made from one batch of tool steel,  Results were recorded in code so that unconscious bias was not introduced.

“The first object was to resolve once and for all that much disputed issue of every machine shop, the precise profile to which the tool’s cutting edge should be ground (Kanigel pg 176).”

After 6 months he found that within a large range the profile didn’t matter.  With this “non-result” Taylor was allowed to continue with further tests for the next 2 years, tests that truly required the commitment of the ownership as the steam engine running the whole works had to be slowed down in order to allow the finer graduations in cutting speed.  Nevertheless this work did yield tables of best feed and speed for certain conditions and allowed a 30% increase in output of the work’s 6 tire boring machines.  Moreover, the machines could now be run by laborers or machinists helpers rather than first-class machinists.

Between 1880 and 1890 Taylor rose from foreman to master mechanic to chief draftsman, and then to chief engineer.  During this period Midvale Steel expanded and prospered, a new machine shop quadruple in size was built.  Importantly it had integral cutting tool cooling by water, a discovery that allowed cutting speeds to be raised by a third.  During this period Taylor also made his first tentative steps to relate physical exertion – manpower – to the work done.  With no consistent results he gave up.

It was also during this period that Taylor began to time individual operations and to write job-cards for individual operations.  The value of this was that he could assemble different operations into a whole job and know with some certainty how long an old job should take or how long a totally new job might take.  The job-cards also reduced the cost of jobs by ensuring that they were done in a correct fashion.  Associated with job-cards he also introduced differential piece rates.  If a certain rate was exceeded then the whole day’s work, not just the additional work, was rewarded at the new and higher rate.

Taylor using his knowledge of metal cutting was sure that the rough turning of axles could be increased from 3-5 per day to 10.  He used his differential piece rate to try and bring this about.  On the 3rd trial he was successful.  By 1887;

men previously earning $1.50 a day turning axles earned double that and produced two to three times as much work (Kanigel pg 212).

In 1887 Henry Gantt arrived at Midvale as Taylor’s assistant.  By substituting logarithmic graph paper for linear graph paper he helped to bring a whole range of metal cutting solutions (correct feed and speed) before them.  During this time Taylor also designed and oversaw the building of a 75 ton steam hammer which he designed to flex with the blows and for 12 years pounded away at 3 times the speed of other hammers with less upkeep and repair.

Pulp Mills – 1890 - 1893

In October 1890 Taylor left Midvale, lured to Madison by William Whitney and the offer of general management over the construction and operation of two pulp and paper mills using the new Mitscherlich process.  The mills were successful in producing good grade pulp, but there were problems; competitors found was around the patent protection, the energy consumption was vastly greater than the owners were lead to believe, many aspects appear to have been under-designed prior to Taylor’s arrival.

Taylor introduced differential piece rates in the two mills;

He never wholly succeeded at Madison but largely did at Appleton.  Within a year and a half, virtually every operation there – ‘from the time our materials arrive in the yard,’ wrote Taylor, ‘until they are shipped in the [railroad] cars’ – was on piecework, mostly applied to work gangs rather than individuals (Kanigel pg 254)”.

This is important in so much as it refutes a more recent and maybe common view.  Liker (2004 pg 197) argued that Taylor “strictly” focused on individual incentives for productivity, whereas Toyota distributes work to, and measures the performance of, teams.  We can see that in the beginnings of this system that such “strictness” did not apply.  Indeed there seemed be a healthy dose of pragmatism in Taylor’s approach in that there was very little or no time measurement used to establish the differential rates.  This pragmatism is an approach that would be revisited in future applications too.

The pulp company, however, was caught up in an economic slow-down and the mills were shut.  Taylor satisfied that the mills were working well had already left.

Itinerant – 1893 - 1898

During the next 5 years Taylor essentially became a consulting engineer/management consultant.  This included developing a management accounting system that allocated overhead not just to wages but also to machines on the basis of the time used, as companies sought to determine the performance of differing products.  He wrote a paper on the economics of power belts, still the main form of power transmission at the time.  He started a series of metal cutting experiments on two  brands of self-hardening steel (tungsten hardened steel) using an electric powered lathe, however, the heating was done by eye, different temperatures yielding different colors, and the results were inconclusive.  More importantly, however, he determined that these more expensive tool steels should not be reserved for special jobs such as hard forgings, but should be in general use.

In 1895 he presented to the American Society of Mechanical Engineers a paper on his differential piece rate system as an answer to labor unrest.  Unlike the two prevalent systems of the day, Taylor did not take historical output as his base but rather sought to establish a new measure of what constituted a fair day’s work.  This work was reprinted in several engineering publications and also in the United Kingdom.

In 1996 Taylor engaged Sanford Thompson to extend Taylor’ ideas about time study in machining to various manual trades such as building and plastering, with the intent of publishing books on each trade.  Taylor himself, began working, or rather consulting to a streetcar works in Johnstown, Pennsylvania.  Amongst his repertoire of improvement methods he once again deployed his differential piece rate system.  Importantly, as in the pulp mills and contrary to his paper on piece rates, the rates were not based upon stop-watch studies.

“As at Midvale, piece rates at Johnson were broken down by operation but were apparently not based on stopwatch studies (Kanigel pg 299).”

On returning to Simonds Rolling Machine Company, a maker of ball bearings, Taylor installed a differential piece rate system – again without time-based study.  In the case of ball bearing inspection, this, and other refinements, lead to;

... thirty-five women were doing the work that a hundred and twenty had done before, making sometimes double their previous wages (Kanigel pg 304).

It also seems to be the first instance of substantial labor reduction rather than absorbing improved productivity and output into an expanding market.  Although Taylor reckoned that output per worker was now more than double at every stage this was insufficient to avoid the board voting to shut down the works in 1898.

 
Bethlehem – 1898 - 1901

Taylor had previously been approached to work at Bethlehem Steel and in 1898 the offer was extended once again and accepted.  He began to work at Machine Shop No. 2 – a quarter of a mile long – and Bethlehem Steel’s worst bottleneck.  He set about his standard approach; requests for water-cooled cutting tools, new belting standards, pre-grinding tools and so forth.  He also urged the use of self-hardening tool steel for all roughing cuts. Taylor sought to demonstrate the benefits of Midvale self-hardening steel at Bethlehem.  He had a large electric lathe built with a 40 horse power motor which could accommodate a 4 foot diameter cylinder of steel.  Unfortunately, Midvale self-hardening steel turned out to be the worst of 5 tool steels in the trial.

Taylor prevailed upon the management to allow new tests that would allow him to run Midvale steel through a series of systematic heat-treat temperatures.  Taylor and Maunsel White, Bethlehem Steel’s metallurgist, took the original self-hardening steel and put it through a series of controlled heat tempering experiments.  They took it way past the color which was known to ruin tool steel and yet found it to cut at a speed of 25 feet per minute.  They continued to heat samples further until they obtained a cutting speed of more than 50 feet a minute. 

“This in a shop where, on average, day after day, work was cut at nine feet per minute.  A tool made from ordinary Midvale self-hardening steel – heat-treated at a temperature every machinist and blacksmith in the place knew with certainty would reduce it to rubble at the first swipe against the work – was cutting four or five times that fast (Kanigel pg 314).”

The experiments continued for the next 9 months.  Before they were through Taylor reckoned a dozen men had performed 16,000 individual experiments and reduced 200 tons of steel to chips.  With the use of a platinum-rhodium wire pyrometer, developed by Le Chatelier in France, Taylor and White were able to determine that chromium-tungsten tool steel when heated beyond 1550 °F became ruined – this is what had caused the initial failure.  However, when heated beyond 1725 °F hardness returned and continued to increase until around 2200 °F, close to the material’s melting point.

The new heat-treat allowed cuts to be 40% deeper and feed rates to be doubled.  The combined effect was that the work rate was triple the old rates (327).  Moreover, Taylor engaged Carl Barth to reduce the data into a workable slide rule.  Gantt had managed to create a crude one, Barth one that allowed all the parameters of machine cutting to be feed in and the one or few solutions to be calculated – within 20 or 30 seconds.   Not only had Taylor managed to substantially increase the speed of machining, he had also managed to remove rule-of-thumb and replace it with explicit calculations.

During the steel cutting experiments Taylor embarked on a set of experiments related to pig iron handling.  Bethlehem had accumulated 80,000 tons of pig iron while prices were low, and as the price began to pick up again the pig iron was sold and then shipped by rail.  Although these experiments took only 2 months and resulted in reducing the number of yard laborers from 600 to 140 over the next two years, in my opinion they seem to account for more critical comment on Taylor, Taylorism, and Scientific Management than all of his other work combined – as though this epitomized Taylorism and everything else did not.  This maybe is an unintended consequence of pig iron handling being one of two stories that Taylor used to impress his ideas on the public.

The only way to move pig iron in 1899 was by manual labor.  Taylor wanted to introduce differential piece rates to the process.  He established that a 16.5 ton load could loaded onto a car in 14 minutes.  He extrapolated this to arrive at 75 tons per man per day on a continuous basis, and then took 40% of this to set a standard of 45 tons per man per day allowing for breaks and delays.

“This was at least double – and probably closer to triple – what laborers had been able to manage throughout history” (Kanigel pg 320).

It is telling that of 40 men especially selected to do this work, only 3 were able to load enough to earn substantially more.  It may be that Taylor simply overestimated the nature of such continuous heavy laboring.  Nevertheless, a reduction from 600 to 140 men suggests that substantial improvement in productivity was still achieved.  Part of this appears to be due also to his shoveling experiments.  Taylor determined that 21 pounds was the optimal load for a shovel and had different shovels made for different densities of materials shoveled.  This became the other story most often told to the public.

“In the end, through time study, piece rates, and other measures, the cost for each ton of material handled in the Bethlehem yards was halved, and the place was being run as no such place ever had before” (Kanigel pg 334).

Taylor also extended functional foremanship to Machine Shop No 2., however even with all of the advances monthly output hardly exceeded the monthly output for the 5 preceding years.  The problem seemed to lie in too much idle time – the machines did cut faster but were idle more often as well.  Henry Gantt suggested a task-plus-bonus scheme to get the shop moving; that is people were paid a bonus if all of their work for the day was completed as compared with Taylor’s more complex differential piece rate.  As at $$$$ and at $$$$$ scientific time-based study gave way to pragmatism.  Production jumped from 624,000 pounds of rough-machined work to 1,6000,000 pounds in 3 months.  However, it was too late for the $1,100,000 spent and two years of effort made and his services were terminated.

 
1901 – 1910

 

 
1910 - 1915

 
The Dichotomy

The (Character) Assassination Of Frederick Winslow Taylor

This is from Robert Simons 1995 Harvard Business School Press book “Levers of Control (1).

“Frederick Taylor's work Principles of Scientific Management, published in 1911, likened individual workers to machines that could be fine‑tuned in pursuit of efficiency.  Using time-and-motion studies, Taylor raised the acts of shoveling and handling pig‑iron to a science.  Managers were enjoined to study repetitive tasks carefully or hire experts to do so, to experiment to improve prescribed procedures continually, and to ensure that workers complied with these practices by offering piece rate incentives.  In Taylor's view, workers would only respond to financial incentives based on defined performance standards.”

This is from Richard Liker’s 2004 book “The Toyota Way” pp 143‑144 (2)

“Under Taylor's (1947) scientific management, workers were viewed as machines who needed to be made as efficient as possible through the manipulations of industrial engineers and autocratic managers.  The process consisted of the following:

§  Scientifically determining the one best way of doing the job.

§  Scientifically developing the one best way to train someone to do the job.

§  Scientifically selecting people who were most capable of doing the job in that way

§  Training foreman to teach their "subordinates" and monitor then so they followed the one best way.

§  Creating financial incentives for workers to follow the one best way and exceed the performance standard scientifically set by the industrial engineer.

Taylor did achieve tremendous productivity gains by applying scientific management principles.  But he also created very rigid bureaucracies in which managers were supposed to do the thinking and workers were to blindly execute the standardized procedures.  The results were predictable:

§  Red tape

§  Tall, hierarchical organizational structures

§  Top‑down control

§  Books and books of written rules and procedures

§  Slow and cumbersome implementation and application

§  Poor communication

§  Resistance to change

§  Static and inefficient rules and procedures.”

Also pg 197 (3)

“Taylorism is the ultimate in external motivation.  People come to work to make money ‑ end of story.  You motivate workers by giving them clear standards, teaching them the most efficient way to reach the standard, and then giving them bonuses when they exceed the standard.  The standards are for quantity, not quality.”

This is from Margaret Wheatley in her 1999 book “Leadership and the new science (4)”, pg 159

“The work of Frederick Taylor, Frank Gilbreth, and hosts of followers initiated the era of “scientific management.”  This was the start of a continuing quest to treat work and workers as an engineering problem.  Enormous focus went into creating time‑motion studies and breaking work into discrete tasks that could be done by the most untrained of workers.  I still find this early literature frightening to read.  Designers were so focused on engineering efficient solutions that they completely discounted the human beings who were doing the work.  They didn’t just ignore them, as has been done more recently with contemporary reengineering efforts.  They disdained them – their task was to design work that would not be disrupted by the expected stupidity of workers.”

These are fairly stereotypical comments about Taylor and Scientific Management.  They, and my reading of Robert Kanigel’s monumental biography “The One Best Way; Frederick Winslow Taylor and the Enigma of Efficiency,” tell a common interpretation.  Common, but I believe fundamentally incorrect.  There certainly is an enigma in efficiency, but it has to do with us and our interpretation of efficiency, not with efficiency per se.

This enigma is clouded further by the distance of time and culture.  Taylor worked and wrote at a time of transition from craftsmanship to mass production, at a time of transition from manpower to mechanical power, and in a vastly different social context which I believe is glossed over in more recent interpretations.

Let’s contrast these extracts with some lengthy ones from Taylor

Starting Near The End – 1911

Taylor died aged 59 in 1915, in 1911 he published a treatise called “The Principles of Scientific Management.”  The term Scientific Management had only been coined in 1910 by the lawyer Brandeis to encompass the many and varied aspects that Taylor and his associates had investigated in the previous %% years.

“The principal object of management should be to secure the maximum prosperity for the employer, coupled with the maximum prosperity for each employé.

The words “maximum prosperity” are used in their broad sense, to mean not only large dividends for the company or owner but development of every brand of the business to its highest state of excellence, so that the prosperity may be permanent.

In the same way maximum prosperity for each employé means not only higher wages than are usually received by men of his class, but, of more importance still, it also means the development of each man to his state of maximum efficiency, so that his natural abilities fit him, and it further means giving him, when possible, this class of work to do.

It would seem to be so self-evident that maximum prosperity for the employer, coupled with maximum prosperity for the employé, ought to be the two leading objects of management, that even to state this fact should be unnecessary.  And yet there is no question that, throughout the industrial world, a large part of the organization of employers, as well as employés, is for war rather than peace, and that perhaps the majority on either side do not believe that it is possible so to arrange their mutual relations that their interests become identical.  The majority of these men believe that the fundamental interests of employés and employers are necessarily antagonistic.  Scientific management, on the contrary, has for its very foundation the firm conviction that the true interests of the two are one and the same; that the prosperity for the employer cannot exist through a long term of years unless it is accompanied by prosperity of the employé, and visa versa; and that it is possible to give the workman what he most wants – high wages – and the employer wants – a low labor cost – for his manufacturers.”

The first 5 paragraphs from Taylor’s 1911 work “The Principles of Scientific Management” tell us so much about the intent of this man.

Develop each of the points in there, labor them – then move to page 2

“No one can be found who will deny that in the case of any single individual the greatest prosperity can exist only when that individual is turning out his largest daily output.

The truth of this fact is also perfectly clear in the case of two men working together.  To illustrate: if you and your workman have become so skilful that you and he together are making two pairs of shoes in a day while your competitor and his workman are making only one pair, it is clear that after selling your two pairs of shoes you can pay your workman much higher wages than your competitor who produces only one pair of shoes is able to pay his man, and that there will still be enough money left over for you to have a larger profit than your competitor.

In the case of a more complicated manufacturing establishment, it should also be perfectly clear that there greatest permanent prosperity for the workman, coupled with the greatest prosperity for the employer, can be brought about only when the work of the establishment is done with the smallest combined expenditure of human effort, plus nature's resources, plus the cost for the use of capital in the shape of machines, buildings, etc.  Or, to state the same thing in a different way: that the greatest prosperity can exist only as the result of the greatest productivity of the men and machines of the establishment ‑ that is, when each man and each machine are turning out the largest possible output; because unless your men are daily turning out more work than others around you, it is clear that competition will prevent your paying higher wages to your workman than are paid to those of your competitor.  And what is true as to the possibility of paying high wages in the case of two companies competing close beside one another is also true as to whole districts of the country and even as to nations which are in competition.  In a word, that maximum prosperity can only exist as a result of maximum productivity.”

Then add here maybe that this sounds like Deming – only 84 years too early. 

Taylor was concerned about soldiering.

Taylor, F. W., (1911) The Principles of Scientific Management, pg 3

“The English and American peoples are the greatest sportsmen in the world.  Whenever an American workman plays baseball, or an English workman plays cricket, it is safe to say that he strains every nerve to secure victory for his side.  He does his very best to make the largest possible number of runs.  The Universal sentiment is so strong that any man who fails to give out all there is in him in sports is branded as a "quitter," and treated with contempt by those who are around him.

When the same workman returns to work on the following day, instead of using every effort to turn out the largest possible amount of work, in a majority of the cases this man deliberately plans to do as little as he safely can ‑ to turn out far less work than he is well able to do ‑ in many instances to do not more than one‑third to one‑half of a proper day's work.  And in fact if he were to do his best to turn out his largest possible day's work, he would be abused by his fellow‑workers for so doing, even more than if he had proved himself a "quitter" in sport.  Underworking, that is, deliberately working slowly so as to avoid doing a full day's work, "soldiering," as it is called in this country, "hanging it out," as it is called in England, "ca canae," as it is called in Scotland, is almost universal in industrial establishments, ad prevails also to a large extent in the building trades; and the write assets without fear of contradiction that this construes the greatest evil with which the working people of both England and America are now afflicted.

It will be shown later in this paper that doing away with slow working and "soldiering" in all its forms and so arranging the relations between employer and employe that each workman will to his very best advantage and at his best speed, accompanied by the intimate cooperation with the management and help (which the workman should receive) from management, would result on the average in nearly doubling the output of each man and each machine.  What other reforms, among those which are being discussed by these two nations, could do as much toward promoting prosperity, toward the diminution of poverty, and the alleviation of suffering?  America and England have been recently agitated over such subjects as the tariff, the control of large corporations on the one hand, and of hereditary power on the other hand, and over various more or less socialistic proposals for taxation, etc.  On these subjects both peoples have been profoundly stirred, and yet hardly a voice has been raised to call attention to this vastly greater and more important subject of "soldiering," which directly and powerfully affects the wages, the prosperity, and the life of almost every working‑man, and also quite as much the prosperity of every industrial establishment in the nation.

The elimination of "soldiering" and of the several causes of slow working would so lower the cost of production that both our home and foreign markets would be greatly enlarged, and we could complete on more than even terms with our rivals.  It would remove one of the fundamental causes for dull times, for lack of employment, and for poverty, and therefore would have a more permanent and far‑reaching effect upon these misfortunes than any of the curative remedies that are now being used to soften their consequences.  It would insure higher wages and make shorter working hours and better working and home conditions possible.

Why is it, then, in the face of the self-evident fact that maximum prosperity can exist only as the result of the determined effort of each workman to turn out each day his largest possible day's work, that the great majority or our men are deliberately doing just the opposite, and than even when the men have the best of intentions their work is in most cases far from efficient?

There are three causes for this condition, which may be briefly summarized as:

First.  The fallacy, which has from time immemorial been almost universal among workmen, that a material increase in the output of each man or each machine in the trade would result in the end in throwing a large number of men out of work.

Second.  The defective systems of management which are in common use, and which make it necessary for each workman to soldier, or work slowly, in order that he may protect his own best interests.

Third.  The inefficient rule‑of‑thumb methods, which are still almost universal in all trades, and in practising which our workmen waste a large amount of their effort.”

Careful:  Taylor isn’t suggesting workman are soldiering because they are lazy – or any such similar idea.  He is saying that they must because they believe that to do so otherwise will result in; (1) loss or work, or (2) increased effort for the same wages, or (3) that they are unaware to wastage.

Taylor specifically addressed the wage/output issue via piecework, and the wastage via various scientific approaches.  The second cause he clearly laid out as a result of “ignorance of employers.

After the intro, work through the early steel cutting experiments and summarize.

Then work through the manhandling calculations, use this to illustrate pursuit of a paradigm

Then come back to how can we resolve these two different approaches – leads into social Darwinism etc.

Gilbreth, Emerson, Taylor all working independently, coalesced as a consequence of Taylor’s Shop Management paper (earlier than his Scientific Management paper).

“Scientific Management in its essence, consists of a certain philosophy, which results, as before stated, in a combination of the four great underlying principles of management:”

Those principles are;

The development of a true science

The scientific selection of the workman

His scientific education and development

Intimate friendly cooperation between the management and the men.

Taylor seemed to be driven by the conviction that “scientific” laws or truths underlined common work practices if only they could be discovered.  Maybe this was a consequence of his own metal cutting experiments which did indeed furnish valuable empirical relationships.  We can see the drive for this understanding in the following extract.

“A large amount of very valuable data had been obtained, which enabled us to know, for many kinds of labor, what was a proper day’s work.  It did not seem wise, however, at this time to spend any more money in trying to find the exact law which we were after.”

Taylor was looking for an exact scientific law to describe work or effort in terms of mechanical energy expended.  He had found that;

“On some kinds of work the man would be tired out when doing perhaps not more than one-eight of a horse power, which in others he would be tired to no greater extent by doing half a horse-power of work.  We failed, therefore, to find any law which was an accurate guide to the maximum day’s work for a first-class workman.”

“Some years later, when more money was available for this purpose, a second series of experiments was made, similar to the first, but somewhat more thorough.  This, however, resulted as the first experiments, in obtaining valuable information but not in the development of a law.”

But as we learnt on the page on paradigms it is often the insistence that a paradigm is correct that lead at first to making further discoveries.  Taylor is a nice example of this.  Not deterred by two failures he presses on.

“Again, some years later, a third series of experiments was made, and this time no trouble was spared in our endeavor to make the work thorough.  Every minute element which could in any way affect the problem was carefully noted and studied, and two college men devoted about three months to the experiments.  After this data was again translated into foot-pounds of energy exerted for each man each day, it became perfectly clear that there is no direct relation between the horse-power which a man exerts (that is, his foot-pounds of energy per day) and the tiring effect of the work on the man.  The writer, however, was quite as firmly convinced as ever that some definite, clear-cut law existed as to what constitutes as full day’s work for a first-class laborer, and our data had been so carefully collected and recorded that he felt that the necessary information was included somewhere in the records.  The problem of developing this law from the accumulated facts was therefore handed over to Mr. Carl G. Barth, who is a better mathematician than any of the rest of us, and we decided to investigate the problem in a new way, by graphically representing each element of the work through plotting curves, which should give us, as it were, a bird’s-eye view of every element.  In a comparatively short time Mr. Barth had discovered the law governing the tiring effect of heavy labor on a first-class man.  And it is so simple in its nature that it is truly remarkable that it should not have been discovered and clearly understood years before.  The law which was developed is as follows:

The law is confined to that class of work in which the limit of a man’s capacity is reached because he is tired out.  It is the law of heavy laboring, corresponding to the work of the cart horse, rather than that of the trotter.  Practically all such work consists of a heavy pull or a push on the man’s arms, that is, the man’s strength is exerted by either lifting or pushing something which he grasps in his hands.  And the law is that for each given pull or push on the mans’ arms it is possible for the workman to be under load for only a definite percentage of the day.  For example, when pig iron is being handled (each pig weighing 92 pounds), a first-class workman can only be under load 43 per cent. of the day.  He must be entirely free from load during 57 per cent. of the day.  And as the load becomes lighter, the percentage of the day under which the man can remain under load increases.  So that, if the is handling a half-pig, weighing 46 pounds, he can then be under load 58 per cent. of the day, and only has to rest during 42 per cent.  As the weight grows lighter the man can remain under load during a larger and larger percentage of the day, until finally a load is reached which he can carry in his hands all day long without being tired out.  When that point has been arrived at this law ceases to be useful as a guide to a laborer’s endurance, and some other law must be found which indicates the man’s capacity for work.” (all page 26-27)

What can we learn from this?  Well I think that too often today the “science” in Scientific Management is mis-understood.  Taylor was definitely seeking underlying explanations for management problems.  He certainly did that with heavy lifting and he certainly did that with metal cutting.  It we understand this we can see the basis for his 4 principles.  What tends to happen today however, is that the “science” is trivialized as the measurement part before hand.  This is more a fault of a common mis-interpretation of science rather than Taylor’s mis-application.

However the whole issue becomes clouded by Frank Gilbreth’s “time and motion” studies of brick laying.  Gilbreth developed his mechanism independently of Taylor although it was subsequently fully incorporated into the philosophy of Scientific Management.  It is here that the confusion can arise between time and motion studies and Taylor’s measurements required to distill underlying fundamental principles.

Gilbreth’s approach was as follows (pg 61);

“Find, say, 10 or 15 different men (preferably in as many separate establishments and different parts of the country) who are especially skilful in doing the particular work to be analyzed.”

“Study the exact series of elementary operations or motions which each of these men uses in doing the work which is being investigated, as well as the implements each man uses.”

“Study with a stop-watch the time required to make each of these elementary movements and then select the quickest way of doing each element of work.”

“Eliminate all false movements, slow movements, and useless movements.”

“After doing away with all unnecessary movements, collect into one series the quickest and best movements as well as the best implements.”

“This one new method, involving that series of motions which can be made quickest and best, is them substituted in place of the ten or fifteen inferior series which were formerly in use.  This best method becomes standard, and remains standard, to be taught first to the teachers (or functional foremen) and by them to every workman in the establishment until it is superseded by a quicker and better series of movements.  In this simple way one element after another of the science is developed.”

Two very important words occur in this quote; standard and supersede.  Essentially Gilbreth sought to standardize the process and then later on improve upon the standard.

Let’s try and draw this approach to make it clearer.

Today we might simply call this benchmarking – although that is somewhat unfair because there has been a systematic attempt to improve from removing waste – whereas benchmarking can simply be following the leader without questioning why they lead.  Essentially we assume that the job is being “done right.”  Taylor’s more fundamental approach went that step further, it asked if this was the “right job.”  If there was a fundamental driver underlying the work that could lead to substantial improvement.  We can draw this as well.

We can not often improve without first understanding the process through standardization (doing the job right), thereafter we may be able to improve further by understanding the fundamental drivers (doing the right job).

Also many of Taylor’s most common examples are localized; shoveling materials, moving pig iron, inspecting ball bearings.  The optimizations were localized and the methodology reductionist.

And it is top down.

Its ironic that Taylor thought that workmen themselves were too dull to understand the improvements

Quote….

Also machinists for some other reason

Quote….

And yet the first of his principles was to watch what first-class man does and systematize that.

Of course in the case of machine shops Taylor had a very real and specialist technical knowledge that was rare and could find immediate application.  This placed him above the machinists in machine shops but wouldn’t have delivered the same advantages in other industries.  To understand Scientific Management we have to tease the specialist machine ship knowledge away and examine the remaining system – the system that would be applicable to all industries in general.

 
Taylor The Empiricist

Scientific Management is a term that was coined late in the piece, at the urging of Brandeis in 1910 during an Interstate Commerce Commission rate petition by rail companies (pg 430).  Yet to me Taylor especially was an empiricist.  He sought to make rigorous observations and measurements and sift through the resulting data looking for the underlying simplifying theory that would account for the observations.  Once the underlying theory had been found he could use it to make predictions for better outcomes in the future.

The metal cutting experiments and the material handling experiments are two important contributions that Taylor made that are indeed scientific in their approach and which warrant more attention than can be achieved on this page.  So here is a diversion for those that are interested; Taylor II.  Also in this diversion I have highlighted the approach of Frank Gilbreth, because this seems much less scientific and much more a “standardization,” without any necessary theory behind it.  This is important because the Gilbreths were to survive Taylor by many years and I suspect that their reductionist approach found its way more and more into the writings of “Scientific Management,” diluting out the more difficult to understand systemic aspects of Taylor’s approach. 

A personal admission – I was looking for a smoking gun here.  I can’t really tell why other than that the time during which Taylorism was developing was also a time during which Social Darwinism was an important force in American thought.  Maybe I was alerted by the description of the American Shirtwaist Company (@).  Maybe I was alerted by the apparent failure of American Industry to head Deming’s message.  Could there have been other similar and earlier instances I wondered.  In any event, there is a smoking gun that I am glad to have found it.  But it is not where I expected to find it, and nor is it pointing in the “right’ direction, but it is exceedingly informative nonetheless.  Let’s save the details for later.

 
Will Anyone Speak In Taylor’s Defense?

Well Taylor doesn’t need a defense, he only needs people to hear and understand what he actually said as opposed to what people interpreted that other people thought that he said.  Nevertheless I am willing to put a defense forward because for one, it records a change in my own perspective from the “paper cut-out” history that initially informed the earlier pages of this website (but have been subsequently modified) to the current position.

 
Conclusion – Sufficiently Neutral To Be Mis-Interpreted

 
Individuals And The System

Consider the following;

“In the past the man has been first; in the future the system must be first.  This in no sense, however, implies that great men are not needed.  On the contrary, the first objective of any good system must be that of developing first-class men; and under systematic management the best man rises to the top more certainly and more rapidly than ever before (IV).”

Time for a personal admission.  I thought that Taylor and Scientific Management was all about exploitation of the working classes.  Isn’t that what he is saying when he argues for “the greatest prosperity can exist only as the result of the greatest possible productivity of the men and machines of the establishment – that is, when each man and each machine are turning out the largest possible output.”  It would certainly seem so at first reading.  Now, however, I am beginning to see that there is an underlying and mis-interpreted context here – a context from a different time and for me a different place that has to be examined in order to fully understand Taylor’s intent.  I will argue that Taylor, like Deming, has been mis-interpreted and mis-applied since having been removed from the original context.  The causes and the outcomes are similar in both cases.  Moreover, I think that what we can learn from these two precedents stand to better inform us about the interpretation of Theory of Constraints, if only we take the time out to listen.

Taylor is using the words “system” and that the true interests of labor (employees) and capital (employers) are one and the same – congruence in our goal alignment in other words.   It seems incredibly unlikely given the consistency of Taylor’s message that this is not the intent.  Doesn’t this also seem in conflict with the desire for each man and each machine turning out the largest possible output?  And why in Taylor’s time was it that within the industrial world employers and employees were for war rather than peace?

“No one can be found who will deny that in the case of any single individual the greatest prosperity can exist only when he is turning out his largest daily output (2).”  This is Taylor’s statement to the effect that the whole is the sum of the parts.

The Industrial Context – Industrialization

The Social Context – Social Darwinism

Make-to-fit rather than make-to-tolerance.  Pre mechanization.  Foreman contract system.  And although written quite late – 1911 – The Principles of Scientific Management was prior to any of Henry Ford’s attempts at mass-production.  Most examples are manual labor.  Only one (machine shop) suggests specialization.  All are decoupled processes.  Really just a step removed from the previous water-powered mills of the %% & @@ century that was imported into America from Europe (grist mills, saw mills, fulling mills, stamping mills, etc.,)  The stationary steam engine via a power shaft and belts became the source of mechanical energy in the machine shop.

It is into this social setting that Taylor arrived.

Describe Taylor.

Quote his what SM is not and what it is (a mind set).  Then point out that Kanigel disparages this idea – a too easy defense for failure of the methodology.  I will argue that Taylor was correct.  Taylor was arguing correctly, that the content is not the context, without the context the content will fail to deliver the full and intended results. 

If the proponents of a methodology or an approach or a philosophy are not allowed to define the context of their philosophy and the context can only defined by other people’s interpretation of the context, then we shouldn’t be at all surprised to see these philosophies mis-applied and the results wanting.  What is lacking is the discipline and rigor to investigate and understand the original context and develop an empathy for it.

We have seen exactly the same thing in Deming’s System of Profound Knowledge, and I will argue more fully in the next page that we currently see the same effects in kaizen and lean.  Without doubt the same occurs with Theory of Constraints.  We have shown as much on the page on paradigms – the inability to recognize the new paradigm, not so much based upon lack of knowledge, but based upon the block arising from previous knowledge.

Kanigel also questions the legitimacy of Taylor’s understanding of his workmen.  That Taylor from his position in society worked on the floor for 4 years as a matter of choice and from the social and financial security that he could return to and was unknown and unattainable to his workmates.  Personally I find it difficult that Taylor could not have developed an understanding rather than it would be difficult that he could have. 

I would suggest that you can’t work immersed in an industrial environment without constant exposure to the language and emotion, the hopes and aspiration, the failures and despair of the people around you – not unless you are a psychopath – and there is no suggestion that Taylor was.  If this were not the case we would have to wonder how manager Ohno or academician Deming ever understood the people in the systems that they work – and yet the evidence is that they manifestly did understand.

The charge that Taylor didn’t consider his workman capable of making decisions for themselves would not be unsurprising for many a modern worker in functional hierarchies.  That team-work and empowerment should be in vogue today speaks volumes about how little we have progressed in the last century.

It is through Gould and his story of two work sites  - the Shirtwaist fire that I was introduced to the concept of social-Darwinism and Spencerism – and thus an historic context in which I was able to more completely understand – or perhaps conjectorialize – the contemporary impact of one Fredrick Winslow Taylor – the one right way, scientific management and American culture at the turn of the 20th Century.

Hofstadter, R., (1959) Social Darwinism in American thought, revised edition, pg 40

“His first work, Social Statics (1850), was an attempt to strengthen laissez faire with the imperatives of biology; it was intended as an attack upon Benthanism, especially the Benthamite stress upon the role of legislation in social reform.  Although he consented to Jeremy Bentham's ultimate standard of value ‑ the greatest happiness of the greatest number of people ‑ Spencer discarded other phase of utilitarian ethics.  He called for a return to natural rights, setting up as an ethical standard the right of every man to do as he pleases, subject only to the condition that he does not infringe upon the equal right of others.  In such a scheme, the sole function of the state is negative ‑ to insure that such freedom is not curbed.”

Hofstadter, R., (1959) Social Darwinism in American thought, revised edition, pg 41

“... the main trend of Spencer's book was ultra‑conservative.  His categorical repudiation of state interference with the "natural," unimpeded growth of society led him to oppose all state aid to the poor.  They were unfit, he said, and should be eliminated.  "the whole effort of nature is to get rid of such, to clear the world of them, and made room for better."  Nature is insistent upon fitness of mental character as she is upon physical character, "and radical defects are as much causes of death in the one case as in the other."  He who loses his life because of his stupidity, vice, or idleness is in the same class as the victims of weak viscera or malformed limbs.  Under nature's laws all alike are put on trial.  "If they are sufficiently complete to live, they do live.  If they are not sufficiently complete to live, they die, and it is best they should die."

Spencer deplored not only poor laws, but also state‑supported education, sanitary supervision other than the suppression of nuisances, regulation of housing conditions, and even state protection of the ignorant from medical quacks.  He likewise opposed tariffs, state banking, and government postal systems.  He was a categorical answer to Bentham.”

Into this framework came Darwin.

Hofstadter, R., (1959) Social Darwinism in American thought, revised edition, pg 44

“With its rapid expansion, its exploitive methods, its desperate competition, and its peremptory rejection of failure, post‑bellum America was like a vast human caricature of the Darwinian struggle for existence and survival of the fittest.  Successful business entrepreneurs apparently accepted almost by instinct the Darwinian terminology which seemed to portray the conditions of their existence.”

Hofstadter, R., (1959) Social Darwinism in American thought, revised edition, pg 45

“The most prominent of the disciples of Spencer was Andrew Carnegie, who sought out the philosopher, became his intimate friend, and showered him with favors.  In his autobiography, Carnegie told how troubled and perplexed he had been over the collapse of Christian theology, until he took the trouble to read Darwin and Spencer.”

Here is the social/scientific dogma for classism that Taylor is accused of being

Hofstadter, R., (1959) Social Darwinism in American thought, revised edition, pg 47

“The social views of Spencer's popularizers were likewise conservative.  Youmans took time from his promotion of science to attack the eight‑hour strikers in 1872.  Labor, he urged in characteristic Spencerian vein, must "accept the spirit of civilization, which is pacific, constructive, controlled by reason, and slowly ameliorating and progressive.  Coercive and violent measures which aim at great and sudden advantages are sure to prove illusory."  He suggested that, if people were taught the elements of political economy and social science in the course of their education, such mistakes might be avoided.  Youmans attacked the newly founded American Social Science Association for devoting itself to unscientific reform measures instead of a "strict and passionless study of society from a scientific view."  Until the laws of social behavior are known, he declared, reform is blind; the Association might do better to recognize a sphere of natural self‑adjusting activity, with which government intervention usually wreaks havoc.  There was precious little scope for meliorist activities in the outlook of one who believed with Youmans that science shows "that we are born well, or born badly, and that whoever is ushered into existence at the bottom of the scale can never rise to the top because the weight of the universe is upon him."

Hofstadter, R., (1959) Social Darwinism in American thought, revised edition, pg 50

“Spencer's doctrines were imported into the Republic long after individualism had become a national tradition.  Yet in the expansive age of our industrial culture he became the spokesman of that tradition, and his contribution materially swelled the stream of individualism if it did not change its course.  If Spencer's abiding impact on American thought seems impalpable to later generations, it is perhaps only because it has been so thoroughly absorbed.  His language has become a standard feature of the folklore of individualism.  "You can't make the world all planned and soft," says the businessman of Middletown.  "The strongest and best survive ‑ that's the law of nature after all ‑ always has been and always will be."

Don’t contrast it here.  But when you get to Deming you must come back to this and constraint Deming’s systemic and inclusive approach with the earlier one of Spencer and the individualists (maybe Brandeis is the transition between the two.  I’ve copied this to the page on Deming.)  Actually Deming is before this.  So maybe Organizations as Communities – or later in this section after Brandeis).  Reiterate the irony that Goldratt/Deming arose in this “individualist” environment.  The Japanese reductionist arose in their counter-reductionist or systemic environment.  Because in a reductionist environment systemism offers an effective improvement, and in a systemic environment a reductionism offers an effective improvement.

The following is important (the first paragraph) because it puts in place the logic for the previous diagram of TQC vs. TPK and the following (on this page near this paragraph) Social Darwinists vs. Progressives and later Scientific Management in the same frame.

Hofstadter, R., (1959) Social Darwinism in American thought, revised edition, pg 201‑202

“There was nothing in Darwinism that inevitably made it an apology for competition or force.  Kropotkin's interpretation of Darwinism was a logical as Sumner's.  Ward's rejection of biology as a source of social principles was no less natural than Spencer's assumption of a universal dynamic common to biology and society alike.  The Christian denial of Darwinian "realism" in social theory was no less natural, as a human reaction, than the harsh logic of the "scientific school."  Darwinism had from the first this dual potentiality; intrinsically it was a neutral instrument, capable of supporting opposite ideologies.  How, then, can one account for the ascendency, until 1890's, of the rugged individualist's interpretation of Darwinism?

The answer is that American society saw its own image in the tooth‑and‑claw version of natural selection, and that its dominant groups were therefore able to dramatize this vision of competition as a thing good in itself.  Ruthless business rivalry and unprincipled politics seems to be justified by the survival philosophy.  As long as the dream of personal conquest and individual assertion motivated the middle class, this philosophy seemed tenable, and its critics remained a minority.”

 
Soldiering

Taylor recognized two forms of soldiering;

Natural loafing

Systematic soldiering

Systematic soldiering arose as a consequence of two things.  Firstly the existence of generation-to-generation rule-of-thumb knowledge transferal which essentially means a lack of standardization – make-to-fit rather than make-to-tolerance.  Of course a counter argument that isn’t entertained is what happened in the case of self-employed workman outside the foreman contract system.

 
Pulling It All Together

Much earlier in the page on OODA we mentioned in passing Boyd’s reference to Fingerspitzengefuhl or fingertip feel.  Taylor is telling us exactly the same thing as follows;

“It is not enough that a man should have been a manager in an establishment which is under the new principles.  The man who undertakes to direct the steps to be taken in changing from the old to the new (particularly in any establishment doing elaborate work) must have had personal experience in overcoming the especial difficulties which are always met with, and which are peculiar to this period of transition (pg 69).”

Maybe Taylor was ahead of his time, he understood change management to a degree that is rare even today, to a degree that can only be earned by experience.  He had fingertip feel of the situation.

If I really understand Taylor, then he was man of the floor.  His piece work scheme was truly meant to benefit both owner and employee.

I wanted Taylor to be a villain; instead I find myself some 6 years after first reading his most recent biography as simply mis-understood.  Someone whose reductionist approach was removed from its systemic context by the prevalent dogma of the time – social-Darwinism.

New graph

Next Line

The absence of subordination – in fact the very inadmissibility of local inefficiency, tell us that although Taylor’s system was within a broader systemic framework – the firm – it was ultimately reductionist.

We can trace this through the later developments of operations research to systems thinking.  In operations research linear programming computations all of the parts of the model other than the limiting factor can be reported in terms of sensitivity analysis – the “slack” that is available in all non-binding parts without any due consideration to any interaction between the non-binding parts.

The best evidence for this comes from one of Taylor’s contemporaries; Alexander Hamilton Church (#).

Church was, as are we, interested that the efficient parts of a business added up to a profitable whole.  Church expressed his argument in words that we have already assigned to the reductionist/local optimum paradigm – the analytic (Taylor’s), and the systemic/global optimum approach – the synthetic.

“The main distinction between synthesis and analysis in this connection is that synthesis is concerned with fashioning means to effect large ends, and analysis is concerned with the correct local use of given means… The view taken by analysis … is a narrow and limited one; it concerns itself with the infinitely small.  Its task is to say “how to use certain means to best advantage.” … But the synthetical side of management demands that every effort of analysis, like every other effort made in the plant, shall have some proportion, some definite economic relation to the purpose for which the business is being run.”  (Relevance Lost pg 52)

Don’t take this out of context, it isn’t a criticism of Taylor, it is a criticism that costs as measures of local efficiency (ala Taylor) does not indicate overall system effectiveness – the aim of Church in using cost data.

It seems reasonable given that Church made an explicit distinction between analysis and synthesis, between the parts and the whole, that to some of Taylor’s contemporaries there was no doubt that Scientific Management was a reductionist approach (even though both Taylor and others such as Brandeis) saw this reductionist approach within a broader systemic context.

What is Taylor’s approach as espoused in Scientific Management, if it is not a win/win approach?

 
Summary

Wheatley’s comments are not so uncommon, but they are I believe mis-informed.  If anyone deserves opprobrium it should be the recent reengineering brigade; they are of our time and social context, they had ample opportunity to learn from their own teachers (I am thinking of Deming and Senge as examples) and others (I am thinking of the Kaizen specialists in Japan) but they chose not to.  They chose to ignore the fundamentals of system-wide incremental improvement in favor of slam-bam-thank-you-ma’am localized reductionist innovation.  How terribly sad.  Maybe we should apologize for them because within their academic isolation the response was (and still is) the paradigm for Western improvement.  Never mind that time after time the resulting evidence is to the contrary.  They are firm and consistent within their beliefs.

Taylor too, was firm and consistent within his beliefs.  We ought to not be frightened by his views – they were incredibly common.  To place this within context, slavery was still common in Taylor’s youth and there certainly those who strongly questioned it as there were those who strongly supported it.  We must be careful in our criticism of past generations by holding them to our current values because future generations will surely do the same to us.  And now you see the rationale; we can’t profess innocence against an accusation that has not yet been formed.

Scientific Management arose at an interesting time in our industrial development when many basic changes were occurring.  I think that an important message to take out of this is that Taylor in his later years was consistent in arguing for increased benefit to both employees (even if as alleged he disdained them) and also employers.  Moreover he recognized the broader relationship of customer and society as a whole.  That the Scientific Management philosophy was embraced by the Progressives with no apparent complaint by the Society for Scientific Management suggests to me that the intent of these people was quite different from the actuality that was put in place by so many of the individualists – both then and now.

Refer to the following in the scientific management section.

Summary – Standing On The Shoulders Of Giants

Sometimes it is a bit disconcerting to find that a recent personal discovery and new found wisdom is really a recent rediscovery of some relatively older wisdom.  Accounting historians have noted how all of the common approaches to financial and management accounting and decision analysis were well formed by the early 1900’s.  And so too, as we will find, much of the operations expertise as well.  It should not be any surprise that the period that marks the rapid on-set and development of serial production systems also marks the onset and development of the fundamental contributions to accounting and operations management of such systems.  And far from being disconcerting that much has been said and done before, it should be reassuring that such problems were faced-up to and solved.  It is our job to not forget these earlier contributions and moreover not to make mistakes that are already well known to a previous generation.

Kanigel suggests that “Taylor was not a profoundly original thinker, if by that we mean someone who creates something new where nothing had been before (pg 19).”  I will content that he was a profoundly original thinker, not to be contrarian, but simply because so much of Taylor’s work has been so absorbed into mainstream thinking (both systemic and reductionist) that it seems as though it must always have existed.   As one of his disciples said;

“Not one of use dreamed that in less than a quarter of a century the principles of scientific management would be so woven into the fabric of our industrial life that they would be accepted as a commonplace, that plants would be operating under the principles of scientific management without knowing it, plants perhaps that had never heard of Taylor (pg 432).”

Taylor invented high speed steel.  We have little idea just how pervasive this product is within our own lives.  Taylor discovered the underlying laws of maximum effort.  Taylor described a systemic approach that was not seen again until Deming 

Car Park

Add the Ball’s pg 52 quote to the section on industrialization – for tacit learning.

Add the Toyoda quote to the section on industrialization – for tacit learning.

This is what Taylor railed against.

 
Specialization Isn’t Very New

Adam Smith made a virtue of specialization in his analysis of pin production.  However, we need to be careful, this was written in what was really a pre-industrial manual manufacturing period.  Moreover, it was about the deconstruction of a task into a number of sub-divisible operations (sub-tasks).  I’m tempted to say that maybe his vision of specialization was of a different logical type than was then current, and one that we certainly ascribe to today, but specialization of whole tasks is not very new at all.

The evidence for this assertion comes from the discovery in 1991 of a 5000-year-old mummified corpse of a Neolithic man in a melting glacier within the Tyrolean Alps (!).

“Dressed in furs under a woven grass cloak, equipped with a stone dagger with an ash‑wood handle, a copper axe, a yew-wood bow, a quiver and fourteen cornus-wood arrows, he also carried a tinder fungus for lighting fires, two birch-bark containers, one of which contained some embers of his most recent fire, insulated by maple leaves, a hazel-wood pannier, a bone awl, stone drills and scrapers, a lime-wood-and-antler retoucheur for fine stone sharpening, an antibiotic birch fungus as a medicine kit and various spare parts.  His copper axe was cast and hammered sharp in a way that is extremely difficult to achieve even with modern metallurgical knowledge.  It was fixed with millimetre precision into a yew haft that was shaped to obtain mechanically ideal ratios of leverage.

This was a technological age.  People lived their lives steeped in technology.  They knew how to work leather, wood, bark, fungi, copper, stone, bone, and grass into weapons, clothes, ropes, pouches, needles, glues, containers and ornaments.  Arguably, the unlucky mummy had more different kinds of equipment on him than the hiker couple who found him.  Archaeologists believe he probably relied upon specialists for the manufacture of much of his equipment ...”

If industrialization occupies approximately 1% of our recent and civilised past, then it is clear that specialization occupies at least 50% of that time and probably a great deal longer.  We need to be careful not to confuse industrialization and specialization, the two ...

 


References

(1) Simons, R., (1995) Levers of Control. pp 21‑22

(2) Liker, R., (2004) The Toyota Way, pp 143‑144

(3) Liker, R., (2004) The Toyota Way, pg 197

(4) Wheatley, M. J., (1999) Leadership and the new science, pg 159

(#)Johnson, H. T., and Kaplan, R. S., (1987) Relevance Lost: the rise and fall of management accounting.  Harvard Business School Press, pg 52.

 

Car Park

Neave pg 4  Somewhere address the commonality of Gilbreth and the other scientific managers + Dr Walter Shewhart – all working in America in the 1920’s.

Neave pg 4 A lack of understanding of variation often leads, despite all the good intentions in the world, to making things worse instead of better.

Start Taylor with quote of “can’t find a good man” or rather juxtapose that next to the same thing from Deming and then pose the question why nothing has changed to show even more who similar the two are.

Johnson, H. T., (1992) Relevance Regained, pg 19

Accounting historians have know for a long time that companies did not originally use accounting systems as a source of management control information.  Research in the historical records of countless businesses, especially in manufacturing, shows that companies used very sophisticated financial and nonfinancial management control systems between the early 1800's and 1950.  However, the financial information in these systems seldom was derived from accounting records, even though occasionally it was reconciled with account data.  Rather, financial information used to control workers and companies' subunits consisted of cost and margin information derived primarily from "bottom‑up" data about work ‑ not primarily from "top‑down" accounting‑based information.

“Even the greatest of truths cab be overextended by zealous and uncritical acolytes” Gould pg 256 Lying Stones of Marrakech.

Raise the question, why were the Japanese so attracted to Taylor (because they had the same systemic approach.

Johnson, H. T., (1992) Relevance Regained, pg 197

But underlying the new thinking required by these changes in business and in governments is a pervasive theme in modern history ‑ how to balance the tension between the dignity and rights of the individual and the power of the community.

A Small Admission

Let me start with a small admission; I thought that Fredrick Winslow Taylor was the devil incarnate.  He was, according to everything that I had read, the very epitome of reductionism – you may indeed have picked up this flavor in earlier pages on this website.  I am not going to change those pages any time soon and I think that to be able to see a change in attitude is important.  

What brought on this change in attitude?  Well, I actually stopped long enough to read a just a little of what Taylor actually said himself, rather than what other people had said that he had said.  And frankly, what I read, except for linguistic style, could have been written by Deming 80 years later!  Have we learnt nothing in the intervening years?  Clearly the answer is that most of us have learnt very little indeed.  And this should worry us, it should worry us very, very, deeply.  Because unless we are willing to listen and to learn, we will go on to repeat these same mistakes; generation, after generation.

We pay for it right now, we pay for it each and every time a company traipses out the same sad old (unchallenged) story that we must “off-shore” our production to such-and-such a country because locally we are no longer competitive.

So, I’ll tell you what I will do.  I will show you the extracts about Taylor and Scientific Management that I have been exposed to, the ones that caused me to believe that he was an arch-reductionist .  There is no pre-selection here, I will simply go through all the references that I have used in other parts of this website and that also refer to Taylor.

Then I will contrast this with some extracts taken directly from Taylor’s own work; “The principles of scientific management,” published in 1911 some 4 years before his death in 1915.  That will leave us with a considerable contrast of interpretations that can only be resolved, I believe, by examining the contexts both of the interpretation at the time, and the interpretation so removed in time as we are today.

In the end Taylor ends up as a perfect illustration of the dichotomy that exists between reductionism and systemism and how an overtly systemic approach can be misappropriated as reductionist.

 

 

 

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