Professional Documents
Culture Documents
KAIZEN PRINCIPLES
IMPROVEMENTS
ELIMINATE VARIANCE
NCFE Level 2
Certificate in Lean Organisation Management Techniques
How to use your learning materials
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studying so that you get the most out of your course. We have put together some
handy tips for you below.
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Use the feedback to avoid repeating any mistakes you may have made.
2 © LCG 2016
NCFE Level 2 Certificate in Lean Organisation
Management Techniques
Workbook 2
Business Improvement Tools and Techniques
Workbook Contents
In this workbook, you will learn about the main Kaizen principles and their application in
business organisations. You will look at areas of weakness and possible improvements
within organisations. You will learn about visual management, standard working methods
and how variance to process can be eliminated.
Contents
This workbook contains four sections: Page
Section 1: Know about continuous improvement techniques (Kaizen) 4
Section 2: Understand the principles and techniques of workplace
organisation 6
Section 3: Be able to use visual indicators to improve the
work environment 12
Section 4: Know ways to eliminate variance from processes
in the workplace 21
Each section has corresponding assessment questions NCFE Level 2 Certificate in Lean Organisation
Management Techniques
that must be completed in order to achieve this part of Assessment 2
Contact address:
Techniques
Email:
Learner declaration
I confirm that the answers in this Assessment were completed by me, represent my
own ideas and are my own work.
Learner signature: Assessment date:
Please tick one of the boxes below to show what your status will be when you complete this course.
EMP 1 In paid employment for 16 hours or more GAP 1 Gap year before
Assessment 1
Workbook 3
Section 1: Know about continuous improvement
techniques (Kaizen)
4 © LCG 2016
Section 1: Know about continuous improvement
techniques (Kaizen)
Workbook 5
Section 2: Understand the principles and techniques
of workplace organisation
Team leaders and managers can use various techniques to identify and solve problems
within their teams. Weaknesses can arise for a variety of reasons and it is important to
identify them as quickly as possible so that remedies can be put in place. Sometimes
a team is affected by forces outside the team, such as late deliveries, poor-quality
materials or machinery breakdowns, and some problems occur within the team.
Weaknesses that occur within a team can be caused by, for example:
Weaknesses Reasons
Loss of team members Staff with valuable skills and good working relationships
with others leave the organisation leaving gaps in the
skill set
The balance is upset New team members join and upset the balance, this can
be due to inexperience or imbalance within the Belbin
team roles
Leadership style Weak or authoritarian leadership styles may not bring
about the required teamwork or results
Poor planning Resources may not be available when needed
Targets set Targets may be unrealistic leaving a team with
something they cannot achieve
Reduced productivity This can be due to low staff morale or poor working
practices
Stress Stress amongst employees may cause absenteeism or
reduced performance
Conflict There may be conflicts between team members, such as
about standards of work or expected output
Missed deadlines Deadlines can be missed due to technical problems like
IT or equipment breakdowns, or poor team working skills
Lack of motivation This can be due to poor team spirit, lack of direction and
not engaging with the shared objectives
6 © LCG 2016
Section 2: Understand the principles and techniques
of workplace organisation
Identifying weaknesses
Weaknesses within a team can be identified in several ways, including, for example:
formal and informal observation during normal shifts or working hours
appraisals – during career development discussions with team members
against key performance indicators (KPIs) for the quality and quantity of output
checking staff attendance records
discussions during team meetings and briefings to evaluate how a project is going
or to introduce new targets if necessary
during one-to-one discussions, for example if clues indicate that team members
may have underlying problems
When problems arise within a team, it is very important to discuss the issues. People
need to be able to air their views and concerns, sometimes in public and sometimes
in private. Team leaders may need to facilitate:
one-to-one discussions – so that team review meetings and briefings
members can be open and honest about – for open discussions and exchanges of
confidential information and opinions views
different opportunities for team meetings with managers and other
members to pass on their views, for team leaders in order to discuss
example through email, anonymous problems
online surveys or suggestion boxes
Workbook 7
Section 2: Understand the principles and techniques
of workplace organisation
Once a suitable environment for discussion has been selected, team leaders need to
think about what needs to be discussed to solve the problems.
8 © LCG 2016
Section 2: Understand the principles and techniques
of workplace organisation
The following table gives some examples of problems that can arise, plus some
suggestions on how the problems can be dealt with:
Weaknesses Suggested ways of making improvements
within the team
Staff sickness and Make sure all team members are engaged, motivated and
absenteeism committed to shared aims
Listen to staff members’ comments and feedback about their
workload, views on operational problems, suggestions and
ideas
Make sure that the workload is fair and manageable – rotate
tasks to spread the load between different team members
Support staff who are off work for genuine reasons and help
them to return when appropriate
Consider changing people’s tasks or workloads, retraining
them or giving extra advice and guidance
Team members Review the agreed policies and procedures – to see if they
are unable to are being followed correctly
maintain quality Check that specifications and working practices are realistic
and output in the and workable – consult all concerned and amend as
agreed standards necessary
Work alongside team members to identify the problems in
detail – e.g. lack of time-management skills, lack of
motivation, team friction, low aptitude, lack of role clarity
Listen to their feedback and suggestions and ideas about
how to improve working methods
Make sure that team members understand the objectives and
have the right skills, knowledge, aptitude and capacity to do
the tasks correctly
Consider retraining some or all team members
Consider rotating staff and having more experienced workers
in key positions
Increase close monitoring and support until problems are
resolved or production quantity and quality improve to
satisfactory levels
Workbook 9
Section 2: Understand the principles and techniques
of workplace organisation
When tasks need When one task impacts another, this is a critical review point
to be done in Make sure that everything is on track before the deadline or
order, the delay review point is reached
from one team Move physical and human resources to make sure that the
member leads to task is done on time
delays for other
Make sure that people working on the next related tasks
members
know about any possible or actual delays so that they can
replan their activities
Involve team members to make sure that they know how
critical the timing is
Encourage early intervention when problems and delays are
possible
Move physical and human resources to make sure tasks are
done on time
Advise other teams and managers if delays are possible
Outside causes Have a bad weather plan about how to get staff to work, get
such as bad supplies and how to maintain production – e.g. hold enough
weather extra stock to keep production going for a week and arrange
for staff who live locally to come in and take key roles
If bad weather is looking probable, plan ahead – e.g. shut
down or reduce production for a day
If the planned activities are weather-dependent, have a
detailed bad-weather plan – e.g. have other work available to
do, increase stock levels and have a flexible delivery schedule
10 © LCG 2016
Section 2: Understand the principles and techniques
of workplace organisation
Knowledge Activity 1:
Workbook 11
Section 3: Be able to use visual indicators to improve
the work environment
12 © LCG 2016
Section 3: Be able to use visual indicators to improve
the work environment
Information boards can be used in many ways, for example to display: stock levels;
spare parts available; production charts; delivery or service; standard operating
procedures; or preventative maintenance.
Excellence in
healthcare
Today’s
date: 06 February 2019
Workbook 13
Section 3: Be able to use visual indicators to improve
the work environment
On Hold
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replacement
Abandoned
Decommission JD
servers for Mercury
Application
5Ss
The 5Ss stands for:
Sort
Set in Order
Shine
Standardise
Sustain
This was originally a Japanese method of organisation and was a building block of the
Just-In-Time manufacturing method. It is about having a simple, easy-to-understand
system that has a quick impact. Examples of 5S include:
red tag event where all items in an area are tagged, it is then decided on how
A
they should be sorted – discard, store, keep? This prevents items that are not
needed from being kept and cluttering surfaces; only essential items can remain in
the work area.
Arranging items in a way to minimize wasted travel so less-
frequently used items are stored further away than those
used regularly.
Use colour coding for tools and equipment.
Use shadow boards for tools and equipment so everything
is put away in the correct place.
Organising the work area so that items are put
away in the correct place and the workplace stays
tidy, for example there may be different-coloured
containers to store different items.
Using standardised colour schemes, signage, WASTE RECYCLABLE NEW
MATERIALS
colour codes.
Displaying a picture of the benchmark for a work
area, to show the high standard required.
Lights
A light that comes on, or a flashing light, is a useful visual tool, for example a light
that comes on to indicate a fault in the system or a machine fault, a light that an
operator can put on if they need assistance or a light in healthcare to
indicate a patient requires assistance. By using light systems, staff can
be warned of stoppages or downtime leading to improved productivity
and efficiency. Lights can be accompanied by warning sounds too.
Workbook 15
Section 3: Be able to use visual indicators to improve
the work environment
Scoreboards
Scoreboards can ensure that performance is meeting the organisation’s expected
targets, if not, any issues can be identified and dealt with quickly. The information
provided on scoreboards can include delivery times, quality, quantity, waste and
customer satisfaction.
Performance Chart
Target 2000
Current production 1236
Delivery time 2 days
Defined areas
Areas can be defined for different uses with paint, tape
or colour coding. This can show staff where items should
be placed or stored, areas that are out of bounds or
unsafe and correct distances from certain equipment for
safety reasons.
16 © LCG 2016
Section 3: Be able to use visual indicators to improve
the work environment
Photographs
Photographs of team members and their roles can be useful in some larger
organisations where employees may need to find a member of staff from another
department to resolve an issue; this can save time in helping staff locate people they
do not know.
A photograph of a finished product can help employees achieve a quality and
standardised product so the customer gets the same thing every time. For example,
a food outlet that employs semi-skilled staff could provide a photograph of each dish
on the menu to show how it should be set out on the plate and which ingredients
have to be included.
2 mint
Grape leaves Raspberry
Red
currant
3 mint
leaves Cherry
3 orange Crushed
segments biscuit
Workbook 17
Section 3: Be able to use visual indicators to improve
the work environment
Romaine lettuce
Second layer assembly
Tomato and oregano sauce
Red onion slices
Contact numbers
Contact numbers for other departments or organisations that might be needed could be
displayed to save time for staff who need to communicate with others on the phone.
18 © LCG 2016
Section 3: Be able to use visual indicators to improve
the work environment
Safety signs
These are easily and quickly identifiable to all and mean that staff know what must
be done, what is forbidden and which areas are out of bounds or require Personal
Protective Equipment (PPE).
To make the concept of visual management easier, think about the following examples
for the driver on our roads and motorways:
Speed bumps Limit the speed of the car
Painted lines in the Tells the driver where they need to be in the road
middle of the road
Traffic signs Clearly show the way to different places
Rumble strips Warn the driver against possible danger, improving safety
Traffic lights Tell the driver when to stop and when they can go ahead
Traffic police Easily recognised by the driver due to their standardised
uniform
Police cars Easily recognised by the livery on the vehicles, and sirens
alert driver of their presence and need to pass quickly
Cat’s eye Used to make centre of road to show driver where they need
to be and also shows raised surfaces for safety
Visual management is simply using this type of system but in a workplace setting
Workbook 19
Section 3: Be able to use visual indicators to improve
the work environment
Knowledge Activity 2: Using the analogy of the road and driver above,
think about some of the visual management systems in your organisation:
20 © LCG 2016
Section 4: Know ways to eliminate variance from
processes in the workplace
Fiona stops for a quick meal on the way home from work at a fast-food restaurant.
She orders burger and fries with a coffee. She enjoys the meal which is a generous
portion and the coffee is good. The following week she returns and orders the same.
The burger comes without the pickles and salad that she had the week before and
the portion of fries is much smaller. The food isn’t as hot as it should be and the
coffee tastes really weak. Fiona doesn’t return to the restaurant again.
Workbook 21
Section 4: Know ways to eliminate variance from
processes in the workplace
In both service and manufacturing industries, where manual labour is part of the
operation, it is likely that there will be some variation in the process as no two
humans are alike and there will be some variance when two different people complete
the same task.
Although variance is to be expected, organisations need to take measures to reduce it
as it does not result in a consistent product or service every time for the customer.
Some examples of how variance can affect quality of products and services include:
the size of a product, for example a cake or biscuit
serving portion, for example fries and salad to accompany a burger or ice
the
cream on a dessert
packaging of products
neatness and quality of finish
greetings and attention given to customers in service organisations
22 © LCG 2016
Section 4: Know ways to eliminate variance from
processes in the workplace
Think about ways that variances can be eliminated to provide better-quality goods and
services for the customer:
Variance How this can be eliminated
Nina owns a small company making Nina could look at the tools that could
luxury expensive handmade chocolates. help to eliminate this using a mould to
She is fortunate to receive a large order scoop the same amount of mixture for
from a company running a promotional each individual truffle and a chocolate
event but receives a complaint because funnel to measure set amounts of melted
the truffles she supplies differ in size and chocolate when coating truffles. By
some are not coated evenly. She has to investing in some fairly inexpensive tools
remake a large number of truffles for the Nina can control the quality and reduce
company which means there has been complaints and wastage.
wastage and loss of money.
Tyreece runs an online gift company The process needs to be standardised
and an essential part of the process is and goods need to be wrapped in
that customers receive quality gifts that protective packaging. John needs to
have been wrapped in professional and standardise this by providing pre-cut
attractive packaging. The company has pieces of bubble wrap and tissue for
had complaints about broken items and each product, so employees all use
poor-quality, untidy gift wrapping. the same amount of packaging. To
improve the quality of the gift wrapping,
the wrapping paper and ribbon need
to be cut to size and a picture of how
each package needs to look should be
provided, so each package goes out
looking identical.
Agnieska is the manager of a Agnieska can eliminate variance in
delicatessen and take-away that sells serving sizes easily and cheaply by
lunchtime platters, salad boxes and providing scoops for each ingredient.
sandwiches. The main customers of the The overall quality can be improved by
deli are office blocks in the surrounding providing a photograph of each platter to
area who place large orders daily. show exactly what it should look like and
Recently, with a change in staffing, there where each piece of meat/fish/bakery
have been complaints about the serving item should be placed and where the
sizes and quality of the lunch platters and accompanying salads should be placed
sales have fallen. in the container.
Workbook 23
Section 4: Know ways to eliminate variance from
processes in the workplace
Joan is an office manager and has Joan needs to produce a script for
received customer complaints about the staff to follow so that each customer
way calls are answered and dealt with. is greeted in the same way. There also
She also receives praise about some needs to be a standardised way of
of the employees, particularly the more dealing with customer queries, this could
experienced staff who have been with the be done in a visual way by producing
company a long time. process diagrams to show the different
procedures and options for dealing with
different situations.
Knowledge Activity 3: Think about some areas where variance could occur
in your organisation and suggest ways of eliminating variance.
Possible variance Ways of eliminating variance
24 © LCG 2016
Section 4: Know ways to eliminate variance from
processes in the workplace
Summary
Well done!
You have now completed your Workbook and should
attempt the assessments. If you require any help or
guidance, please contact your Assessor/Tutor.
Workbook 25
Please use this page for additional notes
26 © LCG 2016
Please use this page for additional notes
Workbook 27
VISUAL INDICATORS
LEAN