| | |  | Lean Training Kits | Home » » » The New Lean for Financial Services Training Set | | | | | | | Product Promotions: | | | | | Description: | | The New 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 10 years of implementing Lean in insurance, investment, banking, credit union, and mortgage companies. The training package includes: 1. A value stream mapping and data collection exercise 2. Six Lean financial services case studies to be used for discussion 3. A Lean simulation to demonstrate takt time, pull versus push, continuous flow, work load, and mistake proofing 4. A Lean for Financial Services Jeopardy Game 5. Lean Desktop (PC) application examples 6. Detailed explanations of the core quality improvement tools (Fishbone Analysis, 5 Why, Pareto, etc.), 7. The Lean Office Assessment, and 8. The ability to customize it all! | | | Product Details: | | | Author:
| Don Tapping | | Spiral-bound:
| 238 pages | | Publisher:
| MCS Media, Inc. | | Publication Date:
| June 02, 2009 | | ISBN:
| 0982500440 | | Package Length:
| 10.7 inches | | Package Width:
| 9.2 inches | | Package Height:
| 2.2 inches | | Package Weight:
| 4.9 pounds | | Average Customer Rating:
|  based on 1 reviews |
| | | | Customer Reviews: | |
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This Set Covers the Lean Principles for Financial ServicesJun 07, 2009
By Rochelle R. Stafford
We found The New Lean for Financial Services Training Set very helpful in developing the training program for our financial analysts, account executives, customer service reps, as well as the over 1000 agents in our network. This Set does not get too technical in complex value stream or process maps, it provides the basic core information from which one can enhance to their audience's level of expertise. The case studies, as well as the data collection and value stream mapping exercise, were very helpful in understanding Lean tools and concepts. All the basic tools are covered and having the ability to customize the slides, makes this training set excellent by all standards. We especially like the discussions (or examples) after many of the tools that dealt with the Lean tool application to electronic files and folders. We are nearly paperless and those examples opened up many new ideas for streamlining our processes.
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