Financial organizations must reduce cost through the reduction of wastes (non value-added activities) related to work flow, order taking, communications to customers, data collection, and travel. The global economy is forcing U.S. businesses to view their internal cost structure to maintain a competitive edge. Therefore, organizations must internally use new business practices such as Lean for Financial Services. Lean is the application of the tools and concepts documented and used by the world-class Toyota Motor Company. The tools and concepts of Six Sigma should also be used for a comprehensive Lean Sigma approach to continuous improvement.

  • By: Rob Ptacek and Jaideep Motwani (Ph.D.)
    Today’s Lean! Learning About and Identifying Waste is the first book from the Today’s Lean! series published by MCS Media, Inc.  It has been suggested by you, our readers, that you would like Lean and Six Sigma information to be more succinct and at your fingertips, thus allowing for a single tool or concept to be easily accessible (i.e., as a pocket guide and not a manual).  Therefore, the Today’s Lean! series of books provide:
    1. Concise content on one main Lean or Six Sigma tool or concept
    2. Numerous case studies, worksheets, and examples from all types of industries
    3. Availability as a pocket guide or ebook
    4. A standard format
    5. An avenue to update content immediately via your feedback and input (via ebook updates)
    6. An inspiration for you to implement something similar
  • Sale!
    By: Rob Ptacek and Jaideep Motwani (Ph.D.)
    Note:  Currently out of stock for hard copy.   We Print-On-Demand for this title of quantities of 50 or more.  Please call 734-475-4301 to place your order.

    Your eBook will be provided as a downloadable file.

    The downloadable PDF book provided is to be distributed to the quantity purchased. Unauthorized copying or sharing is not permitted. Please email info@theleanstore.com or call 734-475-4301 if you have any questions on the ebook(s) purchase.  EG.,  purchasing 5 copies of a book will allow you to distribute the PDF to 5 users.
    Today’s Lean! Using 5S to Organize and Standardize Areas and Files is another book from the Today’s Lean! series published by MCS Media, Inc.  It has been suggested by you, our readers, that you would like Lean and Six Sigma information to be more succinct and at your fingertips, thus allowing for a single tool or concept to be easily accessible (i.e., as a pocket guide and not a manual).  Therefore, the Today’s Lean! series of books provide:
    1. Concise content on a one main Lean or Six Sigma tool or concept
    2. Numerous case studies, worksheets, and examples from all types of industries
    3. Availability as a pocket guide or ebook
    4. A standard format
    5. An avenue to update content immediately via your feedback and input (via ebook updates)
    6. An inspiration for you to implement something similar
  • Sale!
    By: Rob Ptacek and Jaideep Motwani (Ph.D)
    Note:  Currently out of stock.  Orders placed today will ship within 2 weeks! Pursuing Perfect Service is a comprehensive and detailed set of instructions on how to implement Lean and Six Sigma tools and concepts in a variety of environments. It will provide the solid foundation upon which Lean Sigma tools can be applied in any service organization. Service providers are continually processing daily requests and must know how to identify client needs and expectations, how to best satisfy their needs, and how to do it at the lowest possible cost. This book is a step-by-step implementation guide for continuous improvement while creating a solid foundation upon which to build a service excellence culture. Pursuing Perfect Service also provides insights and examples on how Information Technology can be used to improve data and information flow to enhance the overall client experience, while ensuring organizational profitability.
  •  
    By: David M. TappingThe 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.
  • Sale!
    By: Rob Ptacek, Todd Sperl, Jayant Trewn, PhD This book bridges the gap between a highly quantitative analysis of a process that requires extensive training (i.e., Six Sigma certification) and a more simplified approach that can be used and understood by the masses (i.e., Lean thinking).  The goal of this book is to make the methods and tools of Lean and Six Sigma accessible to more people and provide a common sense or “practical” approach to problem solving and continuous improvement.  This book is intended to be used by Sigma Belt Levels, Lean Senseis (i.e., teachers), Continuous Improvement Specialists, front-line managers, and supervisors of departments and work groups, and improvement team members in their efforts to improve all types of administrative processes while reducing waste and variations, and engaging employees.  The Lean Six Sigma tools and concepts are presented relative to the A3 road map to provide a definitive how-to guide to problem solving and continuous improvement (Kaizen) initiatives.
  • Sale!
    By: Don Tapping

    Note:  Discontinued!  If this product is ordered we will substitute the more comprehensive and up-to-date Practical Lean Six Sigma for Offices (value of $12.95 and is the larger 5" x 8.5" format for easier reading) for the same price for a limited time only. (If quantities over 100 are needed, we can Print-on-Demand, and please email info@theleanstore.com for pricing and availability.)
    The New and Improved Lean Office Pocket Guide has over 120 illustrations to visually convey the tools and concepts, along with detailed descriptions of all the Lean tools. This newer version of the best selling The Lean Office Pocket Guide also includes: 10 sections that include examples of Lean for electronic files and folders, a Waste Audit, and a Glossary of Lean terms.  The tools of 5S, value stream mapping, document tagging, continuous flow, standard work, visual control, takt time, pitch, runners, waste, plus numerous other Lean tools are thoroughly defined as well as guidelines provided for the implementation of each tool.  This version has digital photos of Lean office best practices throughout!
  • Sale!
    By: Don Tapping, Anne Dunn, Doug Fertuck, and Vlado Baban

    Note:  Currently out of stock for hard copy.   We Print-On-Demand for this title of quantities of 20 or more.  Please call 734-475-4301 to place your order.

    Your ebook will be provided as a downloadable file.

    The downloadable PDF book provided is to be distributed to the quantity purchased. Unauthorized copying or sharing is not permitted. Please email info@theleanstore.com or call 734-475-4301 if you have any questions on the ebook(s) purchase.  EG., purchasing 5 copies of a book will allow you to distribute the PDF to 5 users.
    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.
  • By: Jayant Twewn (PhD), Todd Sperl, Rob Ptacek, and Deborah Salimi (PhD)
    We are pleased to present Kaizen Demystified, perfectly timed for today s ever-changing and ever-demanding business environment requiring improved processes. Whether your industry is manufacturing, healthcare, financial, education, armed forces, services, government, or the construction industry, or, you are a manager, supervisor, team leader, or a front-line worker, this book will provide new insights and ideas for managing and facilitating continuous improvement and problem solving projects (i.e., Kaizen Events). Kaizen Demystified provides a simple and practical approach detailing five distinct methods on how Lean (and Six Sigma) tools and concepts can quickly and efficiently be applied and managed to solve business problems and improve processes. The five types of Kaizen Events detailed in this book are the: (1) Standard 5 Day Kaizen Event, also referred to as a Kaizen Blitz or Rapid Improvement Event, (2) Rolling Kaizen Event, (3) Web Based Kaizen Event, (4) Today's Kaizen Event, and (5) Wiki (or Quick) Kaizen Event. Each type will be thoroughly explained to demystify what it may mean for you. Kaizen Event Leadership is thoroughly explored in a separate chapter/section that relates to all types of Kaizen Events. It provides a listing of the common issues facing the leader of a Kaizen Event as well as suggested how-to leadership skills to address those issues. This is one of the most important aspects of leading any type of Kaizen Event.
  • Sale!
    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. Throughout The 5S for the Office User’s Guide there will be various quotations, performance points, references to PC file storage (the IT case study in the appendix) etc. to further invoke the overall need to do 5S in all types of administrative settings.  As organizations automate more administrative functions (i.e., becoming more paperless) then there must exist that same type of organization and standardization for a physical file system as well as the computer file system.  It is the focus of this User’s Guide to have the 5S principles apply to both the physical desktop (paperwork, desk layout, drawer organization, etc.) and the PC desktop (folders, files, emails, shortcuts, etc.). No workbook or guide can take the place of a person’s enthusiasm and passion to improve.  However, what this guide can do is provide a good, solid foundation on what is required to effectively implement 5S in administrative settings while also spearheading efforts to bring those principles to the PC.
  • Sale!
    By: Vlado Baban
    The 5S Desktop (PC) Pocket Handbook is a step-by-step guide for the implementation of 5S to all your electronic files. The XP version of Windows Explorer and the Office 2003 software suite were the versions used in creating this handbook. This handbook is designed to be:
    1. An implementation guide. This handbook steps you through each phase of the 5S process. Examples are shown to assist you in this process. No two file systems (Desktops) are the same; therefore, use the examples as a guide when you apply that phase or step to your Desktop.
    2. A Lean beginning. 5S is a fundamental Lean tool and is considered the foundation for additional Lean tool application. Once 5S has been implemented and results have been obtained, there will be a need to integrate more Lean tools into your Desktop environment.
    3. A spark for the department. Once everyone understands the basic premise of Lean and 5S, then that understanding can serve as a catalyst for a more comprehensive application of Lean tools. (iLean and Lean Office Demystified II are available books on how additional Lean tools can be applied to your Desktop environment.)
    4. A bridge for improved performance. It is often stated that the average person at work today has nearly 80 emails to deal with on a daily basis. This, along with the other application files, can at times be overwhelming for the individual. Using 5S for organizing your emails, as well as the other application files, will greatly assist in managing this barrage of information. Implementing 5S to your files and folders will allow for a more stress-free workplace.
  • Sale!
    By: Rob Ptacek, Todd Sperl, Jayant Trewn (PhD), and Deborah Salimi (PhD)
    Note:  Currently out of stock for hard copy.   We Print-On-Demand for this title of quantities of 20 or more.  Please call 734-475-4301 to place your order.

    Your eBook will be provided as a downloaded file.

    The download PDF book provided is to be distributed to the quantity purchased. Unauthorized copying or sharing is not permitted. Please email info@theleanstore.com or call 734-475-4301 if you have any questions on the ebook(s) purchase.  EG., if you purchase 5 copies of a book will allow you to distribute the PDF to 5 users.
    The Practical Lean Six Sigma Pocket Guide XL bridges the gap between a highly quantitative analysis of a process that requires extensive training (i.e., Six Sigma certification) and a more simplified approach that can be used and understood by the masses (i.e., Lean thinking).  This book make the methods and tools of Lean and Six Sigma accessible to more people and provide a common sense or “practical” approach to problem solving and continuous improvement. Over 40 of the most common Lean Sigma tools are clearly define with a step-by-step approach, checklists, forms and worksheet examples, as well as case study examples from office/service (administrative), retail, healthcare, financial, travel services, and manufacturing.  The broad examples will allow employees to fully understand the “practicality” and universal application these tools provide.  Therefore, with that information, the ability to apply the tool or concept to their processes will be that much more successful.
  • By:  Rob Ptacek, Mark Coats, Col. (Retired, US Army), Todd PtacekToday's Lean Leader is designed for use as a quick and convenient reference, or as a training guide to improve your effectiveness in leading, supervising, and coaching employees. It provides valuable insight into the How To's of leadership and supervision. Today's Lean Leader can be used in a variety of ways, some of which are: (1)The guide is valuable for the new or veteran leader - supervisor (2) Remarkably, the guide in the hands of the workforce makes the task of leading and supervising all the easier when everyone is on the same page on these basic principles.
  • Sale!
    By: Vlado Baban, Joe Buys, and Don Tapping
    iLean's content will provide actual case studies, application examples, and working macros that have proven successful in improving information flow in all types of environments. iLean was arranged in a format that should provide you with enough detailed guidance (step-by-step instructions) to apply a similar-type Lean practice to your work process. Starting with Chapter 3, each chapter begins with a section titled Is this you? which was specifically designed to assist you in determining if that chapter has immediate relevancy to your current work challenges. Subsequently, it is suggested that a formal standard improvement methodology, Six Sigma's Design-Measure-Analyze-Improve-Control (D-M-A-I-C), Edward Deming's Plan-Do-Check-Act (PDCA) or some other similar methodology be used if a formal structure is required and/or more statistical analysis needs is required. However, many of the concepts and tools presented throughout this book can be implemented by an individual worker and, therefore, will not require a formal process (other than good project management skills). Microsoft s Office suite of products of Word, Excel, and Outlook, as well as Open Source applications of vTiger, Google Docs, and Huddle, are referenced throughout this book to provide an overall understanding of how Lean can be used to move information faster and more accurately than ever before. In doing so, you will be able to reduce inter-office dependencies, delays, and errors that may be present in your current business processes.
  • First of its kind! The Simply Lean Pocket Guide is the integration of Lean and the PDCA methodology. The interactive Tinker Town case study allows you to take problem solving with a Lean twist to your next performance level. The most basic premise of Lean is to simply and effectively problem solve.   The Simply Lean Pocket Guide is a step-by-step approach to the implementation of process improvements using the PDCA model along with a Lean twist.  If you are just beginning to adopt Lean or Six Sigma as a business improvement model, whether you are in the healthcare, financial services, construction, armed services, manufacturing, government, logistics, service, or construction industry, the first thing that should be acknowledged is that the solution to the problem (or improvement target that is to be reached) will be found in the intellect of the people who are working the process.  Therefore, as a trainer, consultant (internal or external), or departmental head, the focus to improve a situation would be to “somehow” work with that group (and their intellect) and find a solution.  However, that “somehow” is not always easy to attain and will require some guidance along the way.
  • First of its kind! The Simply Lean Pocket Guide is the integration of Lean and the PDCA methodology. The interactive Tinker Town case study allows you to take problem solving with a Lean twist to your next performance level. The most basic premise of Lean is to simply and effectively problem solve.   The Simply Lean Pocket Guide is a step-by-step approach to the implementation of process improvements using the PDCA model along with a Lean twist.  If you are just beginning to adopt Lean or Six Sigma as a business improvement model, whether you are in the healthcare, financial services, construction, armed services, manufacturing, government, logistics, service, or construction industry, the first thing that should be acknowledged is that the solution to the problem (or improvement target that is to be reached) will be found in the intellect of the people who are working the process.  Therefore, as a trainer, consultant (internal or external), or departmental head, the focus to improve a situation would be to “somehow” work with that group (and their intellect) and find a solution.  However, that “somehow” is not always easy to attain and will require some guidance along the way.  Simply Lean will provide that guidance ensuring root causes and wastes are eliminated in creating a Leaner, problem-free process.
  • 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.
    This handbook is designed to be:
    1. A quick-reference guide.  Lean tools are explained in more detail in other manuals or by your facilitator during the instruction portion of the workshop.
    2. Your individual (i.e., personal) log. When working outside the formal training class, notes and ideas about the area or process that are being analyzed can be easily written down in this handbook (serving as your personal log) so as not to lose valuable process information.
    3. Your personal Kaizen planner. Kaizen Events will require that individual tasks be assigned to team members to be completed prior to the next meeting.  Many of these tasks will need to be scheduled within the individual’s current work day. This handbook will thus serve as your “planner” to assure these tasks are adequately planned and completed on time.
    4. A tool to self-initiate Idea Kaizens.  An Idea Kaizen is an individual that implements an improvement with little or no assistance or resource required.  This is similar to a Suggestion Program submission; however, the individual with the Idea Kaizen would be responsible for immediate implementation of the idea.
    5. A learning tool.  Each tool will have illustrations to graphically represent the essence of each tool. This will allow you to better understand and learn about each tool prior to using them in your Kaizen Event.
  • By: Todd Sperl, Rob Ptacek, Jayant Trewn (PhD)The A3 Pocket Handbook for Kaizen Events allows team members to be literally and figuratively on the same page when participating in an improvement event.  This allows more ownership, while at the same time preserving organizational knowledge.  The improvement methodology used (i.e., Six Sigma D-M-A-I-C, PDCA, etc.) will relate to the A3 Report that is conveyed in this publication.  (The A3 Report is designed to help you “tell the story” in a logical and visual way and act as a road map for continuous improvement and problem solving initiatives.) The purpose of this pocket handbook is to:
    1. Ensure all team members have a quick reference for Lean Six Sigma definitions.
    2. Compliment, as a mini-workbook, the Practical Lean Six Sigma for Healthcare and The Lean Six Sigma Pocket Guide XL books as well as any other training materials used in an improvement event.
    3. Provide a road map for continuous improvement projects if no other methodology (i.e., PDCA, D-M-A-I-C, etc.) is used.
    4. Provide Lean Thinking Statement assessments at the end of each section for employees to “think” Lean and continue their engagement.
    5. Be a repository of thoughts, ideas, and any action items that may be assigned, etc.
    6. To retain organizational knowledge by being a personal detailed log of the Kaizen Event to be shared and/or referenced later.
  • Sale!
    By: Don Tapping and John West

    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! About Who Hollered Fore? 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.  It also provides a common language and theme so everyone can understand its importance.  This realization and subsequent action will dramatically improve an organization’s ability to improve the current process – thereby improving the bottom-line.
  • Sale!
    By: Rob Ptacek and Jaideep Motwani (PhD)
    The Lean Six Sigma for Service Training Set is your complete set of materials for conducting training on the tools and concepts of Lean and Six Sigma as applied to all types of service industries. With over 300+ PowerPoint slides, each tool is thoroughly explained with examples from a wide range of service industries as well as administrative and desktop processes within those organizations. Use this Training Set to customize and add/remove examples and photos as you deem appropriate. No training program that is purchased can be exactly what you want, therefore, it is expected this set be customized. A Dropbox file link will be provided upon purchase!
  • Sale!
    By: Joe Buys, Vlado Babon, and Don Tapping
    The 5S Desktop (PC) Training Set allows you to apply the Lean tool of 5S to your electronic files and folders using Windows Explorer and Outlook. The Training Set is based off the best-selling The 5S Desktop (PC) Pocket Handbook with references throughout on the Note Pages of the Facilitator's Guide. You will learn the step-by-step procedures for organizing and standardizing all your electronic files through the Greybeck, Inc. case study. Also, through the 5S phases, flags, filters, and reminders will be discussed to ensure your emails are better organized and handled. 5S is a powerful tool to begin to improve office productivity in regards to data and information flow.
  • Sale!
    By: David M. Tapping
    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.
  • Sale!
    By: Rob Ptacek and Jaideep  Motwani (Ph.D.)
    The Lean Six Sigma Training Set is your complete set of materials for conducting training on the tools and concepts of Lean and Six Sigma.  With over 300+ PowerPoint slides, each tool is thoroughly explained with examples from a wide range of industries as well as administrative and desktop processes. Use this Training Set to customize and add/remove examples and photos as you deem appropriate.  No training program that is purchased can be exactly what you want, therefore, it is expected this set be customized. Included in this Training Set are the following items: - 1 - Facilitator’s Guide that has the detailed Instructor Notes referencing The Lean Six Sigma Pocket Guide XL and Pursuing Perfect Service books - 1 - CD that contains the PowerPoint presentation, simulation, Jeopardy Game, and exercises
  • Sale!

    5S Training Set

    $185.00
    By: Todd Sperl, Joe Buys, and Rob Ptacek The 5S Training Set allows you to lead a continuous improvement team in the training and the subsequent implementation of 5S. The presentation includes a brief overview of Lean, Six Sigma, and Lean Six Sigma, guidelines for each step, examples from successful 5S practices, as well as Sensei Tips from those who have done it. The worksheets that are referenced can be immediately customized in the accompanying Excel worksheet file. Notes are included throughout the presentation to assist in explaining the various slides.
  • Sale!
    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
  • Sale!
    The Kaizen Worksheets include all the forms and checklists you need to conduct a Kaizen event. These are meant to support your internal kaizen event process. For more detail on how to conduct a kaizen event for your industry, please check The Lean Store.com for more workbooks detailing the process. Delivered as customizable Excel worksheets.
  • Sale!
    The Kaizen Demystified Worksheets allow you to customize the tools, concepts, practices, and worksheets demonstrated in the Kaizen Demystified book. These 46 electronic worksheets will allow for an effective and efficient application of engaging people in a Kaizen Event. Delivered as customizable Excel worksheets.
  • The chart summarizes where specific emerging technologies might be applicable and identifies the chapters from Today's Lean Leader where these technologies are specifically referenced. This is not completely comprehensive as emerging technologies change nearly daily. Leaders must be cognizant of emerging technologies and use them appropriately where they can improve their overall effectiveness, or the effectiveness of the team.
  • Sale!
    The Simply Lean Kaizen Worksheets allow you to customize the tools, concepts, and practices demonstrated in The Simply Lean Pocket Guide. These 21 electronic worksheets will allow your Kaizen Events to be more effective in communicating the entire process. Delivered as customizable Excel worksheets.
  • Sale!
    Work load balancing is the optimal distribution of work units throughout the value stream to maintain takt time or pitch. Also known as employee/staff balancing or line balancing, work load balancing assures that now one worker is doing too much or too little work. Work load balancing begins with analyzing the current state of how work relative to the value stream is allocated and ends with an even and fair distribution of work, ensuring that customer demand is met with a continuous flow mentality. The Employee Balance eTool will make this process easier by allowing you to enter the various process activities and cycle times, as well as automatically displaying them in bar graph form. This eTool is a fully customizable Microsoft Excel file. Everything is here and ready for you to get started!
  • Sale!
    The Lean Desktop Application Assessment allows an individual or group to evaluate current information and data flow relative to Lean concepts and tools. The Assessment is a customizable Microsoft Excel spreadsheet that will serve as a baseline as improvements are made over time, The Lean Desktop Application Assessment should take 5 - 10 minutes for an individual to complete and 30 - 45 minutes for a work group to complete (fill out, not create). Subsequent analysis for the work group may require an additional 1 - 2 hours to plan their first Lean Desktop project from the results of the assessment. The Assessment has 10 main categories that are each linked to an Instruction Sheet that details that particular category as well as to the Overview Sheet (Radar Chart). The score will assist you into allocating the appropriate resources in your Lean Desktop project. The Assessment has 10 main categories of 5S, Quality, Document Management, Visual Controls, Standard Work, Continuous Flow, Email, Leveling, Continuous Improvement, and Digital Waste Training, as well as 34 sub-categories.
  • Sale!
    The 5S for the Office User's Guide Worksheets allow you to customize the tools, concepts, practices, and worksheets demonstrated in The 5S for the Office User's Guide. These 41 electronic worksheets will allow for more effective implementation of 5S practices in your administrative areas. Delivered as customizable Excel worksheets.
  • Sale!
    The Lean Office Assessment was created allowing a departmental work group or individual to continually assess their Lean or continuous improvement initiatives. The Lean Office Assessment is a customizable Microsoft Excel spreadsheet that will provide a baseline from which you can then improve your administrative processes. It also can assist in determining which Lean tools may be of value during a continuous improvement project. The Lean Office Assessment has 10 Lean building block categories that are further divided into 34 sub-categories that are individually scored. All categories are automatically linked to the Overview page which displays a Radar (or Spider) Chart of the total category scores. The score will assist you into allocating the appropriate resources in your Lean project. When conducting the Assessment the work group or individual must relate their database management procedures and Microsoft Office practices to the overall concepts and tools referenced. The 10 categories are: 5S, Quality, Physical Layout, Visual Controls, Standard Work, Continuous Flow, Pull Systems, Leveling, Continuous Improvement, and Training.
  • Sale!
    A Waste Walk is an activity for project team members to further understand a process area that is being considered for improvement, asking questions, and then identifying the wastes on the current state value stream or process map. Using this customizable Waste Walk Audit form, the team members, along with their Lean training, can view the area with a fresh perspective as they identify process waste. Delivered as customizable Word document.
  • Sale!
    This set of forms has proven successful in many Fortune 500 companies. The key to any project or continuous improvement is effective communications and alignment to the strategic goals of the organization. Delivered as customizable Word documents.
  • The Lean Office Jeopardy Game (available as a Microsoft PowerPoint file for you to customize) is a highly-engaging game to reinforce Lean concepts presented throughout a training session or workshop. This activity is typically conducted at the end of a training session. Lean Jeopardy allows for the group to be energized with the information that had been presented, while at the same time having fun in a competitive manner. The Lean Office Jeopardy Game has four categories, What is it?, Why use it?, Where use it?, and Picture this? with 5 answers for each category. There is also an additional 100 answers provided in a Microsoft Word file from which you can cut and paste into the PowerPoint file for newer versions as you see fit. The new questions are referenced from The New Lean Office Pocket Guide.

  • This is a 10 minute virtual tour of Eaton- Aerospace Division’s Customer Service organization. It shows the before and after of the Order Entry Value Stream, along with testimonials on how it was done. The tools of 5S, value stream mapping, document tagging, standard work, runners, takt time, pitch, heijunka, kanbans, etc. are all shown working in this administrative setting. (Click on the photo for more information and to see a clip of the video.)

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