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Course Outline

1. Foundations of Lean Thinking (2 hours)

  • Defining Lean: Origins and evolution.
  • Core Lean Principles: Value, Flow, Pull, and Perfection.
  • Categories of waste (muda) in service environments.

2. Applying Lean to Requirements and Project Management (4 hours)

  • Capturing the Voice of the Customer (VOC).
  • Prioritization frameworks: MoSCoW, WSJF, and Effort-Impact Matrix.
  • A3 Thinking: Structure and practical application.
  • Comparative overview: Lean vs. Agile vs. Six Sigma.

3. Lean Kanban (4 hours)

  • Kanban system fundamentals and key components.
  • Effective board management practices.
  • Managing Pull systems and Work In Progress (WIP) limits.
  • Flow metrics: Lead Time, Cycle Time, and Takt Time.

4. Lean in Process Improvement (4 hours)

  • Value Stream Mapping (VSM).
  • Detecting waste specifically within banking processes.
  • Applying KAIKAKU for dramatic improvement.

5. Additional Lean Tools (2 hours)

  • GEMBA walkthroughs.
  • KAIZEN implementation.
  • Root cause analysis techniques: Ishikawa diagrams and the 5 Whys.
  • Implementing POKA-YOKE error-proofing.

Course Summary and Recommended Next Steps

Requirements

  • Foundational knowledge of project management concepts.
  • Practical experience with business or banking process workflows.
  • Prior familiarity with Agile or Lean principles.

Target Audience

  • Process managers and business analysts.
  • Project managers in the banking and financial services industries.
  • Professionals responsible for requirements gathering and process optimization.
 16 Hours

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