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Lean for Business Processes Course Outline -- 7 Lessons

Course Description
Lean for Business Processes is a computer-based training course designed specifically for those working in business processes and transactional environments. The course begins with explanations and examples of the Seven Wastes in “office-friendly” terms. Process mapping techniques are coupled with process streamlining methods to demonstrate how value streams can be configured to be more effective. The course adds 5S, error-proofing and TPM techniques to the lean business processes arsenal and wraps up with a discussion of measures that can be used to sustain and expand the Lean initiative.
The Lean for Business Processes training program contains seven lessons and a course Challenge (assessment test) designed to test the learner’s comprehension of the body of knowledge covered in the course.

Target Audience
This course is designed for the office, service, retail, public service organizations and all staff in a manufacturing organization who are in management, business support, office, and other non-manufacturing roles. Those who are in direct manufacturing or manufacturing management roles may also want to consider the Lean Manufacturing Course.

Course Length
The estimated time to complete the course is 6 hours however the amount of time a learner spends on the course is learner controlled and is therefore variable.

Course Objectives
Upon completing this course, learners should be prepared to:
• Understand the Seven Wastes and be able to actively support efforts to reduce them.
• Recognize value-added from the customer’s perspective.
• Use Brown-Paper Flowcharts, Workflow Diagrams and Value Stream Maps to document current processes.
• “Question” workflows to identify non-value-adding activities and tasks.
• Develop a plan to simplify and streamline workflows.
• Support a 5S effort in their work area.
• Understand the power of error-proofing to prevent future problems.
• Assist a Business Process TPM effort.
• Be able to track macro measures of the Lean initiative.

Lesson 1: Tackling Waste
• Identify the seven wastes.
• Explain value-adding versus non-value adding.
• Define value from customer’s perspectives.
• Briefly describe how each of the seven wastes detracts value from a process.

Lesson 2 Process Mapping
• Define the bounds of a workflow.
• Use a variety of process (workflow) mapping techniques.
• Identity hand-offs, disconnects, incomplete communication and rework loops as non-value-adding components (or waste.)
• Plan improvements to workflows.
• Consider a move from batch processing to continuous (or one-piece) flow.

Lesson 3 Streamline the Process
• Know what Takt Time means.
• Identify process bottlenecks.
• Calculate Process Cycle Efficiency.
• Understand how to balance workloads within a process workflow.
• Calculate First Pass Yield.
• Be familiar with workflow and work station layout considerations.

Lesson 4 5S’s in the Office
• Identify each of the 5S's.
• Know how to clear clutter from a work area.
• Explain the rationale for selecting effective designated storage locations.
• Understand how to maintain the work area’s appearance and use preventive measures to keep it clean.
• Describe what it means to standardize and why standardization is important.
• Know how to use audits to sustain workplace organization and to prevent backsliding.

Lesson 5 Error-Proofing Overview
• Understand the error-proofing mindset.
• Be aware of common error-proofing techniques.
• Comprehend the Transaction Model (consisting of the server-side and customer-side.)
• Know how to use basic root cause analysis tools.

Lesson 6 TPM for Business Processes
• Be aware of TPM’s impact on the Seven Wastes.
• Recognize TPM’s influence on reliability and uptime of business process support systems.
• Begin measuring Overall Equipment Effectiveness.

Lesson 7 Lean Business Process Measures
• Measure Lean efforts by tracking Process Cycle Efficiency trends.
• Create a Balanced Scorecard to track waste reduction.
• Audit 5S activities to maintain workplace organization momentum.
• Monitor uptime, throughput rates and yields using Overall Equipment Effectiveness.
• Develop two-dimensional surveys to gather meaningful customer feedback.

Challenge
• An assessment of the learner’s understanding of the body of knowledge.