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Course Outline

1. Introduction to Lean Thinking (2 hours)

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

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

  • Capturing the Voice of the Customer (VOC)
  • Prioritization methods: MoSCoW, WSJF, and the Effort-Impact Matrix
  • A3 Project Thinking: Structure and practical application
  • A comparative overview of Lean, Agile, and Six Sigma

3. Lean Kanban (4 hours)

  • Fundamentals and core components of the Kanban system
  • Effective board management practices
  • Pull mechanisms and Work In Progress (WIP) limits
  • Key flow metrics: Lead Time, Cycle Time, and Takt Time

4. Lean in Process Optimization (4 hours)

  • Value Stream Mapping (VSM)
  • Pinpointing waste within banking workflows
  • Applying KAIKAKU for rapid improvement

5. Additional Lean Tools (2 hours)

  • GEMBA walks
  • KAIZEN continuous improvement
  • Root cause analysis: Ishikawa diagrams and the 5 Whys technique
  • Error-proofing via POKA-YOKE

Summary and Next Steps

Requirements

  • An understanding of basic project management concepts
  • Experience with process workflows in a business or banking context
  • Familiarity with Agile or Lean principles

Audience

  • Process managers and analysts
  • Project managers in banking and financial services
  • Professionals involved in requirements gathering and process improvement
 16 Hours

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