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Course Outline

1. Foundations of Lean Thinking (2 hours)

  • Defining Lean: Origins and historical development
  • Core Lean Pillars: Value, Flow, Pull, and Pursuit of Perfection
  • Categorizing waste (muda) within service industries

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

  • Capturing Voice of the Customer (VOC)
  • Prioritization methods: MoSCoW, Weighted Shortest Job First (WSJF), and the Effort-Impact Matrix
  • A3 Problem Solving: Structure and practical application
  • Comparative overview: Lean vs. Agile vs. Six Sigma

3. Lean Kanban Methodology (4 hours)

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

4. Lean Application in Business Processes (4 hours)

  • Value Stream Mapping (VSM)
  • Pinpointing inefficiencies in banking workflows
  • Radical change management: KAIKAKU

5. Additional Lean Toolkit (2 hours)

  • GEMBA walks: Observing the actual work environment
  • Continuous improvement: KAIZEN
  • Identifying root causes using Ishikawa diagrams and the 5 Whys technique
  • Error prevention: POKA-YOKE

Conclusion and Action Plan

Requirements

  • Foundational knowledge of project management principles
  • Practical experience with process workflows in commercial or banking environments
  • Basic familiarity with Agile or Lean methodologies

Target Audience

  • Process managers and analysts
  • Project managers within banking and financial services
  • Specialists focused on requirements elicitation and process optimization
 16 Hours

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