Every operations leader has sat through a benchmarking trip — visit the sister site, see what they’re doing, bring it home. It’s a good instinct. It’s also where a lot of improvement efforts quietly die, because what gets brought home is the artifact of a solution without the context that made it work.
I’ve been guilty of this myself — seeing a changeover procedure at another facility, photographing the checklist, and rolling it out at my own site almost verbatim. It didn’t stick. Not because the checklist was bad, but because it was built around a different layout, a different team’s skill mix, and a different set of constraints I hadn’t accounted for.
Copy the thinking, not the artifact
What actually transfers between sites isn’t the specific checklist or layout — it’s the problem-solving process that produced it. Instead of asking “what did they build,” the more useful question is “what problem were they solving, and what did they learn along the way that I could apply to my own version of that problem.”
Let your team rebuild it, don’t hand it to them finished
The best practices that actually stuck at my site were the ones where I brought back the idea, not the finished document, and let the team work through building their own version. It took longer. It also meant the final result had their fingerprints on it, which is a big part of why they defended it instead of quietly ignoring it a month later.
Ask what’s different before you ask what’s better
Before adopting anything from another site, I now force myself to list the ways our situation is genuinely different — equipment age, staffing levels, product mix, physical layout. Sometimes those differences don’t matter much. Sometimes they matter enormously, and skipping that step is exactly how a good idea somewhere else becomes a wasted effort here.
Best practices are a starting point for a conversation, not a finished answer. Treat them as the second and you’ll collect a lot of dusty binders. Treat them as the first and you’ll actually move the needle.

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