【正文】 onsensus on that? 對(duì)于這一點(diǎn)大家有沒(méi)有共識(shí)？Yes as well?應(yīng)該有吧！Fine, but that’s not enough.好，但是這樣還不夠。There is another necessary condition that we have to demand from strategy a necessary condition that regard the relationship between the pany and the external world in which it interacts. 因此我們必須要求策略涵蓋另一個(gè)必要條件—那就是把公司和外界之間的關(guān)系納入考慮。But since when I have talked with so many CEOs – when I am talking about ‘do not pollute because otherwise in the next ten years they will close you down, or do not offend you vendors because otherwise you will not succeed in the future’ – they say ‘yes,’ but they do not mean it. 但是當(dāng)我跟許多執(zhí)行長(zhǎng)說(shuō)—不要污染環(huán)境，否則在未來(lái)十年，他們會(huì)讓你關(guān)門(mén)大吉，或是不要觸怒供貨商，否則你未來(lái)不會(huì)成功。And that’s why I am saying here the market even though when I am talking here about the market I am talking about all the external world in which the pany is operating. 因此雖然我這里說(shuō)的是市場(chǎng)，其實(shí)包括了公司營(yíng)運(yùn)地點(diǎn)所有的外界環(huán)境?！钡诙€(gè)是，對(duì)不起?！盇nd provide satisfaction to the market now as well as in the future.“讓市場(chǎng)現(xiàn)在和未來(lái)都滿(mǎn)意。Now let me ask you something. 現(xiàn)在讓我問(wèn)你一件事。As a matter of fact just look on it a little bit closer and you will see that what we are asking is something that most people think that it is impossible. 實(shí)際上，你再仔細(xì)地看，會(huì)發(fā)現(xiàn)我們所要求的是大多數(shù)人都認(rèn)為不可能的事。This is not going to be easy, that is for sure.絕對(duì)不簡(jiǎn)單。In other words more and more panies are now convinced provide a secure and satisfying environment is actually a necessary condition to make money. 換句話(huà)說(shuō)，愈來(lái)愈多的公司現(xiàn)在相信—提供安全和滿(mǎn)意的環(huán)境是賺錢(qián)的必要條件。Here I have to really think, all of us have to think to TQM. 在這里我必須真正思考，我們所有的人都要想到全面質(zhì)量管理。Well, it is obvious that it is not easy to do all three. 嗯，很明顯地，要同時(shí)做到這三點(diǎn)并不容易。This is a conflict that I want to show you. 這就是我想讓你看的沖突。It wasn’t clear even 15 years ago, it was in some debate 10 years ago. 即使在十五年前也不清楚，十年前經(jīng)歷過(guò)某種爭(zhēng)論。”This is A, this is the objective. 這是A，這是目標(biāo)?！甈ut a pany on a process of ongoing improvement’ must be at the base of the strategy, otherwise we are dead in the future. “讓公司導(dǎo)入持續(xù)改善的程序”必須是策略的基礎(chǔ)，否則我們未來(lái)就會(huì)完蛋。If I am looking on the graph of improvement versus time, what is the meaning of process of ongoing improvement? 如果我看一下改善和時(shí)間的圖表，持續(xù)改善的程序是什么意思呢？As time goes by the performance bees better and better and better, that is the meaning of ongoing improvement. 隨著時(shí)間流逝，績(jī)效越來(lái)越好，持續(xù)改善的意思是什么呢？If you noticed there are two vastly different curves that satisfy the condition of – as time goes by we are being better and better. 如果你注意一下，有兩種極為不同的曲線(xiàn)可以滿(mǎn)足這個(gè)條件—隨著時(shí)間流逝，我們變得愈來(lái)愈好。This is ongoing improvement. 這就是持續(xù)改善。Now let me ask you in reality what do you think we should strive for, seriously strive for, the green curve or the red curve? 現(xiàn)在我問(wèn)你，在現(xiàn)實(shí)生活中，你認(rèn)為我們應(yīng)該追求綠色曲線(xiàn)或紅色曲線(xiàn)？What type of process of ongoing improvement do we want, what is realistic? 在現(xiàn)實(shí)生活中，我們想要哪一種持續(xù)改善的程序呢？The amazing thing is that most people will say, realistic – the green curve. 令人驚訝的是，大部份的人會(huì)說(shuō)—綠色曲線(xiàn)。Because the red curve looks like it explodes, and we think that things are limited. 因?yàn)榧t色曲線(xiàn)看起來(lái)像爆炸，我們認(rèn)為事情會(huì)受到限制。What curve do you see when you look on the world consumption in the last 150 years? – the red curve. 如果你看過(guò)去150年來(lái)全世界的消耗量，會(huì)看到哪一條曲線(xiàn)？—紅色曲線(xiàn)。You cannot waste energy, you cannot waste material, there are conservation rules. 你不會(huì)浪費(fèi)能量，不會(huì)浪費(fèi)物質(zhì)，我們有質(zhì)能守恒法則。Process of ongoing improvement should not be confused with stagnating on a higher level. 持續(xù)改善的程序不應(yīng)該跟較高層級(jí)上停滯混為一談。One is in order to have our pany on process of ongoing improvement, we must induce people to improve. 一個(gè)是—為了讓公司有持續(xù)改善的程序，我們必須鼓勵(lì)員工改善。The rate of improvement that is required is so much that change should look, should bee the norm, not the exception. 由于需要非常高比率的改善，因此改變應(yīng)該成為常態(tài)，而不是例外。It is like pushing a cement wall. 就像推一面水泥墻一樣。Let’s go back to the cloud. 讓我們?cè)倩仡^看沖突圖。Process of ongoing improvement, have this word stuck in your mind. 持續(xù)改善的程序，請(qǐng)牢牢記住這個(gè)詞。Because I know and probably many of you know what happens when you lay people off. 因?yàn)槲抑?，而且你們?dāng)中可能有很多人也知道，當(dāng)你裁員后會(huì)發(fā)生什么事。Now this is obvious, what people tend to ignore is the other side of the cloud. 現(xiàn)在很明顯地，人們傾向于忽略沖突圖的另一邊。Am I right, yes or no? 我說(shuō)得對(duì)不對(duì)？And bottom line result means ‘goal units’. 實(shí)質(zhì)的利潤(rùn)意謂著“目標(biāo)單位”。Look on the following. 看看以下的事。What does it mean? 這代表什么意思？It means that the concern of the pany now is not in production, it is somewhere else. 意思是現(xiàn)在公司關(guān)心的不是生產(chǎn)，而是其它地方。What is the result of this improvement? 這樣子的改善結(jié)果是什么呢？More and more excess manpower, not bottom line. 更多剩余的人力，而不是利潤(rùn)。Remember, this is mandatory as well: lay off people in the departments that have improved the most, at least it looks mandatory as well. 要記得，這也是必要的：資遣改善最多的部門(mén)內(nèi)的員工，至少看起來(lái)是必要的。Remember you are not the only one with full monopoly here. 還記得，你并不是市場(chǎng)上的獨(dú)占廠(chǎng)商。Let’s put this circle here. 讓我們把圓圈放在這里。What about the second necessary condition provide security and satisfaction to all employees? 那么第二個(gè)必要條件呢—提供所有的員工安全和滿(mǎn)意的環(huán)境？Do you see it here? 你在這里看到了嗎？I think that the best representation of it is – do not lay off people! 我認(rèn)為最佳的代表就是—不要資遣員工！You lay off people, you do not provide security. 你資遣員工，就不能提供安全的環(huán)境。Convert local improvements into bottom line results. 把局部改善轉(zhuǎn)變?yōu)閷?shí)質(zhì)的利潤(rùn)。Strategy must show us very clearly how we are going to break this conflict. 策略必須非常清楚地告訴我們?nèi)绾纹平膺@個(gè)沖突。Where do you want to break it? 你想在哪里破解沖突呢？Look on the cloud and ask yourself – which arrow, which causality, here which necessary condition here you hate, personally hate, that all your juices are against it. 看一下沖突圖，問(wèn)你自己—你最討厭哪個(gè)箭頭，哪個(gè)因果關(guān)系，哪個(gè)必要條件？And it is obvious. 很明顯。Is it understood, yes or no? 了解了嗎？If we just can break that. 只要我們能破解它。Is it understood? 了解了嗎？Now ask yourself again. 現(xiàn)在再問(wèn)你自己一次。The assumption here, the devastating assumption that for so many panies is correct right now is, let’s see the assumption, ‘there is an external limit to throughput’. 這里有個(gè)破壞性的假設(shè)，不過(guò)目前許多公司都把它當(dāng)做是正確的，讓我們看一下假設(shè)：“產(chǎn)出的限制在外部。Many times there is an external limit to throughput. 很多時(shí)候，有效產(chǎn)出具有外部的限制