LERC/OEE Lean Accreditation Scheme

Level 1c Evidence Portfolio

© OEE 2012

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LERC/OEE Lean Accreditation Scheme Level 1c Evidence Portfolio

Name

Organisation

Date

© OEE 2012

Recommended Portfolio Contents

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Recommended Composition of the Candidate’s Evidence Portfolio The candidate is recommended to submit evidence against a minimum of six Lean tools and techniques, drawn from the following groupings: At least one from : Demand analysis, forecasting and capacity planning At least one from: Scoping, activity sampling, opportunity spotting, waste

identification At least one from: Implementing flow, work organisation, pull, TAKT time

analysis, layout and work design At least one from: Process mapping and analysis, value stream mapping,

value analysis (VA/NVA), process standardisation (standard operations, user guides & one best way)

No more than two from: Visual management; QCD, performance measurement and management, customer-focused KPIs, interval control, skills assessment and accreditation systems, 5S

Optionally, one or more from:

Team based problem solving, lean quality control

1c PortfolioBackground

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© OEE 2012

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Background and Experience

Please summarise your experience of implementing Lean tools and techniques in service organisations

(Duration, organisations, positions held)

Please list any relevant qualifications that you already hold

Have you previously applied for Lean Accreditation, through oee or any other body?

If so, what was the outcome?

Please provide some background information to help us understand your experience

© OEE 2012

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Understanding Lean Thinking

In your own words, define “Lean” and describe how you would implement Lean effectively and sustainably into an organisation. Your answer should fit into the box below.

1c PortfolioProject Work

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© OEE 2012

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Portfolio Summary

Comments

In this section please give a brief high level summary of the area were you worked in - This piece is to set the scene for the person reading your portfolio. What was the business need? How were the stakeholders? What was the business driver behind why your lean work required.

© OEE 2012

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Overview of Portfolio

Tool or Technique Evidenced Team/Department/Area Implemented Types of Evidence Submitted

e.g. Capacity Planning e.g. Claims department e.g. Example Daily resource Graphs

Please list on this page the contents of your Portfolio

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Tool or Technique Submission

Please describe your experience in detail, focusing on the business problem, the solution you implemented and the business benefits delivered. (some of the info may be duplicated across the tools)

Tool or Technique

Business Area and Client Contact Name*

Please describe the business problem that you encountered

Please describe the solution that you implemented

Please describe the business benefits that you delivered

Supporting evidence provided

© OEE 2012

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Tool or Technique Submission

Please describe your experience in detail, focusing on the business problem, the solution you implemented and the business benefits delivered. (some of the info may be duplicated across the tools)

Tool or Technique

Business Area and Client Contact Name*

Please describe the business problem that you encountered

Please describe the solution that you implemented

Please describe the business benefits that you delivered

Supporting evidence provided

© OEE 2012

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Tool or Technique Submission

Please describe your experience in detail, focusing on the business problem, the solution you implemented and the business benefits delivered. (some of the info may be duplicated across the tools)

Tool or Technique

Business Area and Client Contact Name*

Please describe the business problem that you encountered

Please describe the solution that you implemented

Please describe the business benefits that you delivered

Supporting evidence provided

© OEE 2012

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Tool or Technique Submission

Please describe your experience in detail, focusing on the business problem, the solution you implemented and the business benefits delivered. (some of the info may be duplicated across the tools)

Tool or Technique

Business Area and Client Contact Name*

Please describe the business problem that you encountered

Please describe the solution that you implemented

Please describe the business benefits that you delivered

Supporting evidence provided

© OEE 2012

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Tool or Technique Submission

Please describe your experience in detail, focusing on the business problem, the solution you implemented and the business benefits delivered. (some of the info may be duplicated across the tools)

Tool or Technique

Business Area and Client Contact Name*

Please describe the business problem that you encountered

Please describe the solution that you implemented

Please describe the business benefits that you delivered

Supporting evidence provided

© OEE 2012

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Tool or Technique Submission

Please describe your experience in detail, focusing on the business problem, the solution you implemented and the business benefits delivered. (some of the info may be duplicated across the tools)

Tool or Technique

Business Area and Client Contact Name*

Please describe the business problem that you encountered

Please describe the solution that you implemented

Please describe the business benefits that you delivered

Supporting evidence provided

© OEE 2012

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Supporting Evidence

In this section you may include additional evidence that you believe will support your submission

© OEE 2012

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Portfolio Additional Comments

Additional Supporting Comments

In this section you may make any additional comments that you believe will support your submission

© OEE 2012

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Statement of Authorship

In submitting this portfolio, I certify that the contents, and all supporting evidence, represent either:My own work, or

Work I carried out jointly with another Lean team member, who has been suitably credited in the relevant sections of this document, or

Work completed by members of a client team or department, working under my direct guidance and coaching

None of the evidence submitted represents the work of others except as described above

By making this submission I give my consent to an OEE assessor contacting other members of my team, and any of the client contacts named, to verify that the work described is my own work and was completed to the standards I have described

I understand that, should this declaration prove (now or in the future) to be untrue, the relevant part of this evidence portfolio will become invalid. Should the evidence portfolio be weakened as a result, OEE reserve the right to revoke Lean accreditation should the revised submission no longer provide a suitably strong case.