Lean Services Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Lean Services Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Lean Services related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Lean Services specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Lean Services Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 990 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Lean Services improvements can be made.

Examples; 10 of the 990 standard requirements:

  1. Do you have controls/procedures in place to halt the processing of personal data where an individual has, on valid grounds sought the restriction of processing?

  2. How effective is your workplace training at your organization when it comes to providing the skills you need to meet the goals and objectives of your team?

  3. When you are approaching making workplace effectiveness improvements organizationally, what does it take to make sure everyones needs are being fulfilled?

  4. How can electronic products for building management systems be designed to reduce the environmental impacts, without compromising with customer demands?

  5. How can electronic products for building management systems be designed to reduce the environmental impacts, without compromising customer demands?

  6. Has your organization identified and mapped out areas of continuous operational business process improvement associated with digital change?

  7. How does management ensure that the full power of a lean production system is realized, rather than being a mere collection of tools?

  8. Do you confirm that the client and supply team will work together as an integrated team and are committed to continuous improvement?

  9. Are there cooperation procedures in place between data controllers, the suppliers and third parties to help resolve data breaches?

  10. Do you have environmental policies and practices in place that address general operations and geared to continuous improvement?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Lean Services book in PDF containing 990 requirements, which criteria correspond to the criteria in...

Your Lean Services self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Lean Services Self-Assessment and Scorecard you will develop a clear picture of which Lean Services areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Lean Services Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Lean Services projects with the 62 implementation resources:

  • 62 step-by-step Lean Services Project Management Form Templates covering over 1500 Lean Services project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Project Schedule: Why do you think schedule issues often cause the most conflicts on Lean Services projects?

  2. Human Resource Management Plan: How will the Lean Services project manage expectations & meet needs and requirements?

  3. WBS Dictionary: Does the contractors system provide for accurate cost accumulation and assignment to control accounts in a manner consistent with the budgets using recognized acceptable costing techniques?

  4. Quality Management Plan: Are there unnecessary steps that are creating bottlenecks and/or causing people to wait?

  5. Scope Management Plan: How are you planning to maintain the scope baseline and how will you manage scope changes?

  6. Quality Audit: How does the organization know that its system for maintaining and advancing the capabilities of its staff, particularly in relation to the Mission of the organization, is appropriately effective and constructive?

  7. Cost Baseline: Has operations management formally accepted responsibility for operating and maintaining the product(s) or service(s) delivered by the Lean Services project?

  8. Project Performance Report: To what degree does the formal organization make use of individual resources and meet individual needs?

  9. Lessons Learned: How effective were the communications materials in providing and orienting team members about the details of the Lean Services project?

  10. Closing Process Group: What will you do to minimize the impact should a risk event occur?

 
Step-by-step and complete Lean Services Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Lean Services project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Lean Services project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Lean Services project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Lean Services project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Lean Services project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Lean Services project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Lean Services project with this in-depth Lean Services Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Lean Services projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Lean Services and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Lean Services investments work better.

This Lean Services All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.