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The Lean for Financial Services Training Set
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The Lean for Financial Services Training Set

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Description:

The 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 5 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 Lean Pocket Guide for Financial Services with references throughout on the Note Pages of the Facilitator's Guide. In this training set you will learn:1) How to communicate Lean relative to the financial service industry through examples and activities 2) To understand the Lean tools by viewing over 30 Lean financial services examples 3) How to conduct kaizen events using the 3 S s of Stabilize, Standardize, and Simplify 4) To summarize the teachings through a Lean Financial Services Jeopardy game and case studies 5) Learn how to conduct a Lean simulation that will relate to transactional work flow and customer (i.e., client, member,etc.) satisfaction. Included on the CD are: 200+ PowerPoint Slides, 30+ Lean Financial Services Photos, Numerous Case Studies,Instructions on conducting activities for Standard Work, Change, Value Stream Mapping, etc., a Lean Financial Services Jeopardy Game, a Lean Simulation, Instructor Notes, Participant Guides and the Ability To Print and Customize It All!

Product Details:
Author: Don Tapping
Spiral-bound: 204 pages
Publisher: MCS Media, Inc.
Publication Date: January 22, 2007
ISBN: 097928872X
Package Length: 11.0 inches
Package Width: 9.3 inches
Package Height: 1.9 inches
Package Weight: 4.4 pounds
Average Customer Rating: based on 1 reviews
Customer Reviews:
Average Customer Review: 5.0 ( 1 customer reviews )
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Most Helpful Customer Reviews

5Very Helpful Set of Training Materials for Financial ServicesApr 10, 2008
By Christopher S. Hannaford
I found this Set very helpful in presenting a one day workshop to our clients on how Lean can benefit the financial services industry. The case study on the mortgage application value stream, along with all the associated processes, allowed for a solid understanding on value stream mapping. All the Lean tools were explained relative to examples in various parts of the industry. We customized many of the slides with our examples. We found the Lean Jeopardy game included as an added benefit and conduct this exercise at the end of all of our training sessions with great audience participation. Great starter kit! :)

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