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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
  • Recognizing types of waste (muda) in service industries

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

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

3. Lean Kanban Systems (4 hours)

  • Key elements and fundamentals of the Kanban system
  • Effective board management strategies
  • Managing Pull systems and Work In Progress (WIP) limits
  • Key flow indicators: Lead Time, Cycle Time, and Takt Time

4. Lean Process Improvement (4 hours)

  • VSM (Value Stream Mapping) techniques
  • Identifying and addressing waste in banking processes
  • KAIKAKU strategies

5. Advanced Lean Tools (2 hours)

  • GEMBA walk methodology
  • KAIZEN for continuous improvement
  • Root cause analysis: Ishikawa diagrams and the 5 Whys
  • POKA-YOKE (error-proofing)

Course Summary and Future Actions

Requirements

  • Foundational knowledge of project management concepts
  • Practical experience with business or banking process workflows
  • Basic familiarity with Agile or Lean methodologies

Target Audience

  • Process managers and analysts
  • Project managers within banking and financial services
  • Professionals responsible for requirements gathering and continuous process improvement
 16 Hours

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