Level 3 Programme Kick Off session Mars LCS Level 3 Process Level 3 Programme Kick Off session Candidate: xxx xx 201x

Kick Off Session Aims Understand the programme components Mars LCS Level 3 Process Kick Off Session Aims Understand the programme components Appreciate the approach to developing cases Know about support mechanisms available [Start to] plan key timetable dates Level 3 Programme Kick Off Session

Personal Introductions Level 3 Programme Kick Off Session

Confidentiality All submitted material remains confidential and will not be distributed or communicated in any way outside of the LCS/University Level 3 Programme Kick Off Session

LCS Introduction

Lean Competency System Accreditation The LCS For organisations For individuals LCS Accreditation Certification Community For ongoing learning & professional development Level 3 Programme Kick Off Session

www.leancompetency.org

LCS Levels Seven levels of competency Covering shop floor/front line to senior managers Fundamental to Strategic 3b 3a 2b 2a 1c 1b 1a Competency has 2 dimensions: knowledge & application. Both have to be demonstrated. Level 3 Programme Kick Off Session

LCS Approach to Lean Holistic, eclectic definition of lean Lean = delivering appropriate customer and stakeholder value with the minimum of resources. Level 3 Programme Kick Off Session

Lean Competency System Accreditation Level 3 Introduction

L3 Programme Focus Not an academic qualification! Focus on practice Mature & broad lean knowledge implicit Focus on leadership Strategic dimension – enterprise wide Personal development through: Critical reflection & review Self study: reading, researching Additional learning opportunities Level 3 Programme Kick Off Session

Lean Leadership Competencies Course Introduction Lean Leadership Competencies The ability to think in terms of processes, value streams and systems; knowing how to lead systems. The ability to problem solve, understand variability and waste Understanding how we learn, develop and improve; leading learning & improvement Understanding the behaviour of people Giving vision, focus and direction to the organisation Adapted from Scholtes, 1998 Level 3 Programme Kick Off Session Leadership & Strategy Programme

Gaining Level 3 A candidate provides evidence that demonstrates: Significant experience in designing, leading, implementing lean strategies/ transformations/ programmes A progressive and mature understanding of lean thinking and related improvement philosophies and their associated tools and techniques. Level 3 Programme Kick Off Session

L3 Focus Critical Thinking & Reflection Candidate encouraged to: Be constructively critical Be challenging Be provocative Ask awkward questions Offer opinions for future strategies, approaches Level 3 Programme Kick Off Session

Critical Thinking Skills 1. Knowledge Identification & recall of information List…identify…name…recall Who, what, when, where? 2. Comprehension Organisation & selection of facts & ideas Convert…interpret…explain…retell What is the main idea of…? 3. Application Use of facts, rules & principles Apply…solve…operate…conclude Why is x significant? 4. Analysis Separating a whole into component parts Analyse…examine…deduct…specify What evidence can you present for..? 5. Synthesis Combining ideas to form a new whole Construct…formulate…predict…suggest What would/predict, infer from..? 6. Evaluation Developing opinions, judgements & decisions Appraise…judge…compare…opinion How would you decide about…? Level 3 Programme Kick Off Session Ref: Bloom’s Taxonomy

Level 3 thinking: Critical Thinking & Reflection “Critical thinking is the intellectually disciplined process of actively and skilfully conceptualizing, applying, analysing, synthesising, and/or evaluating information gathered from, or generated by, observation, experience, reflection, reasoning, or communication, as a guide to belief and action.” Critical Thinking Interpretation Analysis Evaluation Inference Explanation Self Regulation Level 3 Programme Kick Off Session

What happened (describe the experience)? Critical Reflection What happened (describe the experience)? Why /how did it happen? What factors contributed? How do you feel about it? What is your new interpretation of the experience? What is the significance? What did you learn about yourself and others? What will you do as a result of this experience? How will you use it to inform your future? Level 3 Programme Kick Off Session

Lean Competency System Accreditation Overall L3 Process & Components Overall process Case studies Assignment Panel

Components Experience - Employment history (app form) Implementation case studies x3 Assignment Panel Presentation Level 3 Programme Kick Off Session

LCS overall assessment; certificate awarded Mars LCS Level 3 Process L3 Process Summary Kick off Session Submission starts Support, coaching, guidance provided by Level 3 Advisors Fixed milestone group sessions Ad hoc support (email, phone) Use of web for cost/time effective communications LCS web based resource centre Web discussion forum (closed) Additional learning opportunities Cases x3 Assignment Panel presentation LCS overall assessment; certificate awarded Level 3 Programme Kick Off Session

Case Studies Three cases of lean implementation projects, initiatives, programmes Strategic and/or transformational in nature: “Relating to the identification of long-term or overall aims and interests and the means of achieving them” “The plans made or the actions taken in an effort to help the organisation fulfil its intended purpose“ Purpose -> outlined by the organisations mission / objectives. As opposed to TACTICAL: short term, less important/size Cases discussion later in session Level 3 Programme Kick Off Session

Level 3 Assignment Aim: to formally assess the depth of lean/CI knowledge of the candidate Method: a 4,000 word written assignment Demonstrate critical analysis & thinking Personal perspective on lean Focus on one key aspect or issue Background reading & research required Guidance provided on approach, format, method etc Level 3 Programme Kick Off Session

Assignment Question Will relate to the evolution and development of lean thinking and the impact of this on an organisation's lean strategy and lean leadership. Level 3 Programme Kick Off Session

Panel Presentation Combines knowledge & practice elements LCS panel members Academics, practitioners, company rep Opportunity to showcase knowledge 30 minute presentation Questions on presentation Physical meeting preferable Level 3 Programme Kick Off Session

Panel Session Purpose Enable candidate to bring together the two major elements of the assessment and consider their impact on future organisational lean strategy and personal lean approach. Knowledge Practice Level 3 Programme Kick Off Session

Case Studies

Case Studies Case study advisor: xxx Selection Strategic Focus Expectations Lean nature Structure Writing the case Assessment Support & Review Proposals Form Discussion Case study advisor: xxx SUPPORTING RESOURCES Guides, documents on web Group interaction Facilitator advice & feedback Level 3 Programme Kick Off Session

Selecting Your Three Cases First step - complete case study proposal form Criteria Strategic transformation – see below No date constraint – but data accessibility Clear learning opportunity Linkage to career path (ref application form) Developmental aspect Experiential aspect Linkage of cases optional Level 3 Programme Kick Off Session

Strategic/Transformational Focus Case focus: design, implement, sustain major system improvements, initiatives Organisation, division/dept/group, extended enterprise Role: significant management/leadership Design, planning, managing people, communication, engagement, coordination, accountability, etc. The project should have key strategic linkage & impact aligned to organisational objectives, strategy, KPI’s Level 3 Programme Kick Off Session

Case Expectations Demonstrates candidates own competency ‘Projects’ at a strategic/transformational level Clear rationale for selection Clear, logical structure Narrative style – clear story emerges , “warts and all” Critical thinking & personal reflection Lessons learned Knowledge transferable - communication Level 3 Programme Kick Off Session

“Lean” Case The word ‘lean’ does not have to feature explicitly in the project. Business, process, operational excellence, CI etc If the initiative aimed to achieve the following (not necessarily all), then it is suitable, eg: Systemic transformation Release/create capacity Enhance, add value for customers, reduce waste Improve throughput/flow, productivity Improve quality; enhance capability Level 3 Programme Kick Off Session

CRITICAL ANALYSIS & REFLECTION Case Study Structure Recommended elements: Executive Summary Context, Aims, Role Method & Approach Analysis & Outcomes Conclusions, Reflections & Sustainability, Endorsement NB Actual headings used may vary PDCA cycle Plan Do Check Act CRITICAL ANALYSIS & REFLECTION Level 3 Programme Kick Off Session

Key Steps in Writing the case Mars LCS Level 3 Process Key Steps in Writing the case What’s behind the case - context? Core theme, storyline Main area(s) of focus Submit proposal(s) Identify the case, outline proposal Reports, presentations, A3’s etc Contact colleagues, project participants Recording thoughts – eg notes, diagrams, mind-maps* Gathering information Key elements included Ensure logical flow Contents page can form basic structure Structuring the case Create first draft Turn notes, bullet points into paragraphs, add diagrams etc Submit draft for review Writing the report Take account of comments Redraft Proof reading by third party Submit Reviewing and redrafting Level 3 Programme Kick Off Session

Level 3 Programme Kick Off Session

Writing Key Points Make sure there’s a start – middle – end Good narrative flow, storyline Concise language: minimise padding Conclusion: logical consequence of what has gone before Write in the first person if preferred Include appropriate charts, diagrams etc Effective communication Conveys ideas effectively Supplementary material in appendices Use Word features (esp headings to create content tables) About 12-15 pages in length plus appendices) Level 3 Programme Kick Off Session

Case Assessment Reflects recommended elements: Technical: Executive Summary, Context, Aims, Role Method & Approach* Analysis & Outcomes* Conclusions, Reflections & Sustainability* Endorsement * most important Technical: Good structure Concise writing Critical reflections Personal insights & learning Good use of diagrams Quality of thinking Level 3 Programme Kick Off Session

Support & Review Proposal form submission & quick feedback Write a substantial readable draft for initial review Drafts should be emailed as MS Word documents, (not PDF). One-to-one support reviewing & refining the cases Written feedback plus group Aim for 3 stages: initial draft – revised draft - final draft Resources on group website Review session TBA Present case 1 Group scrutiny & discussion Level 3 Programme Kick Off Session

Case Study Discussion Current ideas Why selected? Case background Particular highlights, issues Level 3 Programme Kick Off Session

Case Proposals Use form x3 Working Titles Summary of cases With reference to case components Explain why it qualifies as a L3 case One page in length Date TBA Level 3 Programme Kick Off Session

Timetable

Timetable: Targets TBA Identify target finish date: xxx 2018 Cases & assignment completed Panel in xxx Sessions introducing each element & reviewing Physical or web Action: devise timetable Level 3 Programme Kick Off Session

Timetable - Notes Activities not strictly linear Parallel activities desirable: Background reading for assignment can start straight away – see reading list Panel presentation will be shaped by cases and assignment Be realistic in setting dates Holidays, personal etc Work commitments Level 3 Programme Kick Off Session

Timetable Template 1 Activity Date KO session xxx Mars LCS Level 3 Process Timetable Template 1 Activity Date KO session xxx Case proposals x3 (using form) DRAFT Feedback on proposals Develop draft case 1 Submission of draft case 1 Submit case 1 Cases 2 & 3 development (with feedback) Cases 2 & 3 submission Assignment briefing session (web) Level 3 Programme Kick Off Session

Timetable Template 2 Activity Date Assignment development (with feedback) xxx Submit assignment Panel briefing session (web) Candidate prepares presentations Panel Final Candidate Assessment Report issued Certificate presented Level 3 Programme Kick Off Session

Support & Communications

Support & Guidance Online sessions introducing the different programme elements Case advisor, assignment advisor One-to-one support for cases and assignment Network with other L3 candidates LCS website private discussion forum Access to L3 website page with resources, etc Documentation provided (eg forms, hand outs, guides, articles, papers etc.) Level 3 Programme Kick Off Session

Web Based Resources Dedicated L3 page Articles, reports Links Videos Forums Site registration to be completed post session Initiated by LCS Level 3 Programme Kick Off Session

L3 Resources Page http://leancompetency.org/resources/level-3-candidate-resources/ Password for access: L3p2017 Guides Presentations Forms, templates Level 3 Programme Kick Off Session

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