Start with something familiar
A narrow doorway can limit how fast people leave a hall even when the stairs beyond it are wide. Widening the stairs does little until the doorway changes. But if the doorway is widened, the stairs may become the next limit. A bottle route has the same pattern. What matters is the flow that crosses every required stage before its due time, not the largest capacity number displayed beside one machine.
Words to know: Bottleneck, Throughput, Headroom.
Understand the constraint
In the simplified Northstar route, the supplier supports twenty four good bottles, manufacturing supports thirty two, and shipping supports thirty. All three figures refer to the same week and the same finished good equivalent. The maximum new completed flow is the smallest of the three, twenty four. The net requirement is twenty nine, so the route leaves a five bottle shortfall. These capacities are good-unit ceilings for this example; do not apply the ninety seven percent yield factor again to them.
Local spare capacity is useful only if it can help the constrained route. Adding four manufacturing units changes its ceiling to thirty six but leaves the route at twenty four. Adding five supplier units raises the supplier limit to twenty nine, enough for the stated requirement. Adding ten supplier units makes shipping, at thirty, the next limit. The identity of a bottleneck can therefore change as recovery actions change the feasible set. Always recalculate the whole route after each action.
Interpret the result
The minimum rule assumes one product, a common time window, compatible units, no usable intermediate stock, and stages that can pass the required flow on time. If a pallet waits between stages or a truck leaves before production ends, the weekly minimum is only an upper bound. Flow conservation also matters: upstream releases should not be mistaken for customer shipments. Label starts, good production, packed bottles, and shipped bottles separately. This helps reveal where work is waiting and where a promise can actually be made.
Create one row for each resource or stock position and one column for each time bucket. Put the unit in the row label and keep inputs separate from calculated results. Begin with the smallest case you can verify by hand, then extend the same equations across periods. Give every receipt a usable date and every requirement a due date. Preserve the baseline before changing an assumption so the effect of an action is visible.
Validate and explain
Use a second check that follows the physical story. Count what enters, what is used, what waits, and what leaves. A plan that balances in total can still fail at an earlier cutoff. Mark any unavailable input as an assumption rather than filling it with a convenient zero. A zero means a known absence; an unknown value means the promise remains conditional. This difference belongs in both the model and the decision note.
A calculation becomes useful when it changes a choice. Compare the baseline with at least two scenarios, identify the first limiting condition in each, and explain what additional resource would actually change delivered output. Keep a service measure alongside any cost or value measure. State whether the choice maximizes value, protects a commitment, or reduces the worst shortfall. A different goal can produce a different sensible answer from the same facts. Finish by testing one deliberately wrong proposal, such as a receipt used before arrival or a quantity above a resource ceiling. Your table should make that error visible. Save the rejected proposal with a short explanation, because it teaches a reviewer how the checks work. The eight hours include rebuilding, scenario work, writing, and teach-back; they are self-paced estimates rather than measured completion times. Faster readers should deepen the checks instead of merely rereading the text.
- Define units and dates
- Calculate required use
- Check every limit
- Compare actions
- Release a conditional plan
Northstar: bottleneck flow across the route
All quantities below are fictional and apply only to this fully specified exercise. Monetary values are generic currency units.
| Stage or requirement | Quantity | Unit |
|---|---|---|
| Supplier | 24 | good bottles/week |
| Manufacturing | 32 | good bottles/week |
| Shipping | 30 | good bottles/week |
| Net requirement | 29 | good bottles/week |
- 1. min(24,32,30) = 24 new completed bottles.
- 2. 29 − 24 = 5 bottles short.
- 3. Supplier recovery of 5 yields min(29,32,30) = 29.
Supplier availability limits the baseline; five additional on-time good-unit equivalents close the nominal gap.
Assumptions
- All unlisted resource restrictions are absent for this teaching case.
- Use the timing, yield, and carry rules stated in the lesson; do not add unstated receipts.
Where this can fail: This model is conditional on its supplied inputs. It does not certify supplier execution, actual yield, or a detailed shop-floor sequence.
Build, test and explain a plan
Construct a four-week route table. Net needs are 29/28/31/27. Supplier limits are 24/30/28/29, manufacturing 32/26/34/30, and shipping 30/30/29/26. No inventory carries between weeks. Test four extra supplier units in each week, then four extra manufacturing units, and identify when either action creates no shipment gain. The eight-hour estimate covers an original workbook or paper model, scenario calculations, checks, and communication; it is not experimentally validated.
Use paper or a spreadsheet. The estimates below include the study and worked example already on this page.
| Estimated hours | Activity |
|---|---|
| 0.5 | Study the two constraint explanations. Write a data dictionary with units, dates, and the boundary of each resource. |
| 0.5 | Recalculate the worked example without looking at its answer. Reconcile every difference and record the corrected arithmetic. |
| 3 | Build the complete multi-period or multi-case planning table specified above. Keep inputs separate, show all formulas, and add explicit checks for capacity, stock, and due quantities. |
| 2 | Run every requested stress case. Add a comparison table of resource use, feasible output, remaining gaps, and the first constraint that blocks improvement. |
| 1 | Write a one-page decision memo that selects a feasible action, states its goal, names the assumptions, and distinguishes firm results from conditional ones. |
| 1 | Teach the model aloud to an imagined colleague. Trace one bottle or one decision through all rows, test one invalid proposal, and revise unclear labels. |
Your deliverables
- A reproducible planning table with inputs, formulas, units, and checks.
- A scenario comparison with service and resource consequences.
- A decision memo and short teach-back outline.
Check your practice work
- Base flows are 24/26/28/26, with gaps 5/2/3/1.
- Supplier-only recovery gives flows 28/26/29/26 and gaps 1/2/2/1.
- Manufacturing-only recovery leaves flows 24/28/28/26; only week two gains two shipped units.
Keep these three ideas
- Find the limit on completed flow rather than celebrating local speed.
- Keep quantities, resource units, and due times explicit.
- Recheck all constraints after a change, and report remaining uncertainty.
Common mistakes
- Treating capacity in a later time bucket as available before the due gate.
- Calling an expected or conditional quantity a guaranteed shipment.
Optional video study
Find the limit on completed flow rather than celebrating local speed.
- Frame the Northstar constraint and unit.
- Walk the checked example through every resource.
- Compare the lab stress cases and explain the release decision.
The first half of the module narration uses this lesson’s case and checks.
Open the module media & quizPut this idea to use
Carry your assumptions into a practical tool, then compare your result with a short guide.
Open a related planning toolRead the related planning guidePractice with the planning gameThis saves a completion marker in this browser only. It does not verify time spent.