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 Set allows you to teach the topics contained in the best selling The Lean Pocket Handbook for Financial Services and The (New) Lean Office Pocket Guide with references throughout on the Note Pages of the Facilitator’s Guide.  The Lean Office Assessment (Microsoft Excel) will allow you to identify key areas that may be of value to initiate Lean projects.

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

Spiral Bound - 8.5" x 11" – 238 PowerPoint Slides, 50 Lean Office Photos, Six Case Studies, Instructions on activities for standard work, change, teaming, etc., Lean Financial Services Jeopardy Game, Value Stream Mapping Exercise, Desktop (PC) Application Examples, Lean Simulation Instructions, 1-Instructor’s Guide, 5-Participant Guides, 1- Lean Office…it can be done! DVD, the Lean Office Assessment, and a CD containing all the files for you to customize