Implementation of hybrid (integrated) methods for planning process optimization

ENPurpose. The present article aims to point out and compare key points and practices of the application of Lean principles and selected tools in combination with project management methods and tools for planning process optimization both on academic and practical level. Design / methodology / approach. For the purpose of a multi-dimensional theory-based narrative review of the subject with several different methods of data collection are used: documental and comparative analysis, review of scientific literature and systemizationsynthesis of information, content analysis.An analysis is based on a qualitative paradigm and focus to supply chain management (SCM), Total Quality Management, Change management and Continuous Improvement theories.. Findings. Results of the multi-dimensional evaluation of the subject suggest that principles of the Lean system and Kanban tools can be successfully applicable and compatible in planning process activities and its optimization both separately and as a part of hybrid (integrated) methods. Research limitations / implications. The research are of a limited scope from a few points of view: first, it is noticed that a limited quantity of research is made within the field of using hybrid (integrated) methods, especially in the case of academic research performed in Lithuania. So, there is no concrete Measurement Model or step by step guides how these methods should be implemented, what are key issues in this process and how results should be evaluated. In addition, there is a limited orientation to such fields as public and nongovernmental sectors and organizations, where the need of planning and overall change management is even more significant and missing.Furthermore, this article is based on a narrative type of review towards a scientific literature where findings and theoretical conclusions are outlined from a holistic interpretation contributed by the reviewers’ own experience, mentioned theories and models by using the method of information systemization. In relation to that, case studies and comparative analysis towards a practical implication are not sufficiently elaborated from the point of theoretical overview , therefore, they have not been within the focus of scientific analysis in this paper. The fourth limitation might be the complexity and the dynamics of a planning process as well as the primary orientation of the Lean system and tools directed to the manufacturing and industry sector. Practical implications. Summarized and underlying research and its findings may serve as a basis for a relevant input to a further scientific discussion regarding the optimization of planning process and adoption of hybrid (integrated) methods in this or related fields. It addition, it might be useful within a practical implementation of new methods of project or process management and planning.Originality / Value. The main point of the paper is to underline that there are options to combine different process and project management tools and principles in this specific and complex field as planning. Since planning itself is considered as a continuous activity throughout the process and is usually carried out dynamically in parallel with a performed task / job, Lean tools combined together with project management application may serve a very useful and effective way to ensure a more structured and, therefore, successful process handling. Moreover, the selected research object and findings are also valuable in terms of the process improvement in public sector organizations. Since the limitations of Lean tools are their lack of diversity in applicability to an ongoing process, as they are rather applied to a moment and static process phase, and limitations of project management are its unclear structure and abstractness, this particular paper points out and analyzes the possibilities of both Lean tools and project management merging as a proper method. [From the publication]