Banish your backlog!
Backlogs can occur whatever sector you work in and you may already be well aware of the impact it has on your customer and colleagues. These backlogs may leave you feeling frustrated and as though you are ‘fire-fighting’, or, you may have come to a point where managing and reshuffling work has become as much a part of your day as the actual pieces of work you were supposed to do in the first place!
In Lean Thinking a backlog is considered to be ANY outstanding work and is classed as ‘Inventory’ which, if you know a bit about Lean, is one of the Seven Wastes that Lean Thinking attempts to reduce and eliminate. However you choose to describe it, a backlog, work in progress, inventory – the issues caused and the approach to improvement are the same and explored in this article.
Why do backlogs occur?
There are many reasons why backlogs exist; there are the ‘legitimate’ (small and manageable) backlogs usually called queues and then there are the undesirable backlogs, the ones that organisations work hard to eliminate. Backlogs arise for one of two reasons, either an increase in demand, or a reduction in resource to meet the demand, and sometimes both! A reduction in resources can sometimes be predicted and managed, such as maternity leave, but often cannot, for example, staff sickness or staff that leave with short notice. The more common cause of undesirable backlogs is the increase in demand. Examples include:
- Demand in response to Policy or Political Changes – The introduction of GDPR in May 2018 led to increase in demand in many Customer Service teams, either in response to customers making direct calls or customers reacting to postal consents requests
- One-Off Demand – In the world of social media viral charity challenges such as the ice bucket challenge, although positive in overall impact, can also put unexpected demand on to fundraising teams
- Seasonal Demand – Natural disasters or storms, whilst to be expected, can rarely be predicted in terms of ultimate impact and timing. Storms such as the Beast from the East have a two-fold impact especially in housing repair teams – they both stop work from being completed and also increase work required
- Self-Generated Demand – A confusing letter can result in a tidal wave of customer queries that need a response, or, a new product offering that outstripped expected demand e.g. a new fundraising event
“Backlogs are inevitable – why try and reduce it?”
Quite simply a backlog will create a snowball effect. The more work waiting to be completed, whether the customer is internal or external, the greater the risk those pieces of work will generate other activity e.g. chaser calls, requests being submitted twice or a change of requirements after work has begun. Handling the additional demand takes up resource, which is likely to be the same resource already working their way through the backlog, this in turn reduces the capacity to deal with new work being received, the backlog increases and so it continues until the backlog is no longer manageable. In the example below a backlog of six pieces of work, has become nine due to delay in response to the customer’s initial enquiry.
How to deal with your backlog
Firstly, you must understand your backlog. Measure pieces of incoming work, completed work and work in the backlog on a daily basis. Even where you may not feel a backlog, measuring daily will allow you to quickly spot a backlog forming and take action whilst it’s manageable. The two graphs below show different types of backlogs. In Graph One the ongoing demand cannot be delivered by the current resource available and the backlog is building over time, in Graph Two demand was being managed until there was a one-off peak in demand. The team continues to keep on top of work, but have been unable to reduce the backlog.
When dealing with any backlog remember the Lean Principles of merciless measurement and continuous improvement, your customers are unlikely to complain if you exceed their expectations. So once you bring your workload within ‘acceptable’ limits why stop there – continue to improve your response times and reduce your queue sizes and be known as an organisation that delivers truly excellent service.
Backlogs are not always simple to deal with, and for staff immersed in them, they may feel impossible. At Ad Esse we have many years experience of helping clients throughout the public, not-for-profit and charity sectors eliminate their backlogs. This includes waiting lists for treatment in healthcare, repairs and voids in housing, and donation processing in charities. If you would like to know more, please contact us on 0116 478 8258.