Financial Books

The Lean Pocket Handbook for Financial Services is a quick, ready-to-use, reference allowing employee's in the financial, insurance, and banking industry to learn, understand, and apply Lean (continuous improvement) tools.  The book describes the basic thirteen Lean tools (5S, continuous flow, standard work, paper file system, Six Sigma, etc.) that have proven successful in financial service applications.     Lean is a business improvement system based on the powerful concepts documented by the world-class Toyota Motor Corporation.  Lean is a process to eliminate waste.  For these financial service industries to obtain their share of the 21st century investment and banking business, costs must be contained and waste eliminated.  If this does not occur through the use of Lean and Six Sigma, your ATM card will be drawing from the Chekiang First Bank Ltd., Beijing, China.

Paperback - 3.75” x  5.5” - 94 pages – 40+ Illustrations, Forms, and Worksheets – Examples Throughout - Glossary

The 5S for the Office User's Guide provides an organization with the forms, worksheets, and checklists necessary to ensure a 5S project is well-planned from the start - as well as ensuring the program is sustained over time.  This how-to guide should be used as it is titled  - as a "Guide".  The information contained in this workbook should supplement, support, and enhance, etc. current materials that an organization may currently be using.

Paperback - 8.5" x 11.0" - 124 pages, 40+ forms, worksheets, and guides, 20+ digital photos

Will ship June 17th, 2010

Lean Office Demystified II is simple to understand and provides easy-to-do steps explaining how Lean can be applied in various administrative settings. The tools of takt time, pitch, leveling, standard work, mistake proofing, value stream mapping, etc. are all explained with examples that anyone can relate to. The book provides three main steps into applying Lean in any type office environment.

This new version also reveals the secrets on how Lean can be leveraged with MS Office (and other applications) to move information where it is needed, when it is needed, in error-free ways never dreamed of - at the speed of sight. Learn how MS Excel, Word, Access, Grove, and Visio, as well as ACT!, Windows Explorer, and Google Docs can be used in applying Lean tools and concepts. This is all conveyed through the Global Winds case study that is included at the end of each chapter.

This easy-to-use book includes everything you need for success - readiness guides, worksheets, forms, screen shots, application examples, etc. Lean Office Demystified II goes beyond theory to explain how all this works in the actual business case study of Global Winds. Lean Office Demystified II will boost office performance, reduce costs, and increase customer satisfaction, while at the same time create stress-free work place.

BONUS! The Appendix now contains step-by-step instructions on how to:

1. Create a value stream map in Visio
2. Use Pivot Tables to help identify a value stream
3. Use Excel to create an Employee Balance Chart

Perfect Bound, Paperback - 5.5" x 7.5" - 400+ Pages - 150+ Illustrations, Forms, Worksheets, Screen Shots - Examples Throughout - Glossary - Index

The New Lean for Financial Services Training Set is your 21st century solution to conveying the methodology of teaching Lean practices in the financial service industry. This Set is based on over 10 years of implementing Lean in insurance, investment, banking, credit union, and mortgage companies. The Set allows you to teach the topics contained in the best selling The Lean Pocket Handbook for Financial Services and The (New) Lean Office Pocket Guide with references throughout on the Note Pages of the Facilitator’s Guide.  The Lean Office Assessment (Microsoft Excel) will allow you to identify key areas that may be of value to initiate Lean projects.

In this training set you will learn:

1)  How to communicate Lean relative to the financial service industry through examples and activities
2)  To understand the Lean tools by viewing over 30 Lean financial services examples
3)  How to conduct kaizen events using the 3 S’s of Stabilize, Standardize, and Simplify
4)  To summarize the teachings through a Lean Financial Services Jeopardy game and case studies
5)  Learn how to conduct a Lean simulation that will relate to transactional work flow and
customer (i.e., client, member, etc.) satisfaction

Spiral Bound - 8.5" x 11" – 238 PowerPoint Slides, 50 Lean Office Photos, Six Case Studies, Instructions on activities for standard work, change, teaming, etc., Lean Financial Services Jeopardy Game, Value Stream Mapping Exercise, Desktop (PC) Application Examples, Lean Simulation Instructions, 1-Instructor’s Guide, 5-Participant Guides, 1- Lean Office…it can be done! DVD, the Lean Office Assessment, and a CD containing all the files for you to customize

The New Lean for Financial Services Participant Guide presents the overheads from The New Lean for Financial Services Training Set three to a page. This allows notes to be taken as information from the Training Set is presented.

In this participant guide you will learn:

1) How to communicate Lean relative to the financial service industry through examples and activities
2) To understand the Lean tools by viewing over 30 Lean financial services examples
3) How to conduct kaizen events using the 3 S s of Stabilize, Standardize, and Simplify
4) To summarize the teachings through a Lean Financial Services Jeopardy game and case studies
5) Learn how to conduct a Lean simulation that will relate to transactional work flow and
customer (i.e., client, member, etc.) satisfaction

Spiral Bound - 8.5" x 11" – 200+ PowerPoint Slides three to a page

The Lean Pocket Handbook for Kaizen Events is your personal (i.e., individual) Lean planner for the 21st century.  We have found individuals that use this pocket handbook feel more part of the Kaizen team.  They also continue to contribute improvement ideas well past the formal team Kaizen Event.  That is what Lean is all about - making those small, incremental, improvements daily (i.e., hour-by-hour and minute-by-minute) by those closest to the process.

Paperback - 3.75” x  5.5” - 96pages

Spiral Bound -  3.5” x 5.5”  – 239 pages – 90+ Illustrations, Forms, Worksheets – Case Study Throughout Demonstrating Quality Improvement and Lean Tools – Waste Audit – Glossary – Index

Perfect Bound -  3.5” x 5.5”  – 239 pages – 90+ Illustrations, Forms, Worksheets – Case Study Throughout Demonstrating Quality Improvement and Lean Tools – Waste Audit – Glossary – Index

The Simply Lean Training Set is your 21st century solution to conveying the PLAN-DO-CHECK-ACT (PDCA) methodology with a Lean focus.  This set is based on over 30 years of problem solving and Lean implementation. The Set allows an organization to teach the topics contained in The Simply Pocket Guide with numerous interactive case studies that allow the participants to practice using basic problem solving tools.  The Set also conveys the most basic aspects of Lean through examples and digital photos.

In this training set you will learn how to:

1. Use quality improvement tools through case study examples and activities
2. Integrate Lean into any problem solving or Six Sigma project 
3. Conduct Kaizen Events
4. Summarize the teachings through a Simply Lean Jeopardy game
5. Conduct a simulation that conveys Lean and problem solving solutions

Spiral Bound – 8.5” x 11” – 200 PowerPoint Slides - 40+ Illustrations, Simply Lean Jeopardy Game, Problem Solving Lean Simulation, Tinker Town Case Study, 1-Instructor’s Guide, 5-Participant Guides, and the CD containing all the PowerPoint slides for you to customize

The Simply Lean Participant Guide presents the overheads from The Simply Lean Training Set three to a page.  This allows notes to be taken as information from The Simply Lean Training Set is presented.

In this participant guide you will learn how to:

1. Use quality improvement tools through case study examples and activities
2. Integrated Lean into any problem solving or Six Sigma project 
3. Participate actively in Kaizen Events
4. Communicate the terms and concepts through a Simply Lean Jeopardy game
5. Improve a process through interaction in a problem solving - Lean simulation

Spiral Bound – 8.5” x 11” – 143 PowerPoint slides three to a page

Who Hollered Fore? creates an awareness of the evils of variation – along with the realization of what that costs an organization in time and money.  This book will assist in creating a common language and basic Lean theme throughout your organization.  Through the story of John, Laura, and the Bartlett’s, as they participate in a charity golf event, the conversation about Lean and golf become intertwined.  And finally they discover the secret to it all!

Hardcover - 5.5" x 8.5" - 90 pages