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S A Partners © Improvement Coach Programme 1 of 20 2020

Improvement Coach Programme

Level 1c Leader Delegate Pack Version 1.0

2020


Contents Page

Introduction to S A Partners 3-8

Introduction to the 1c Programme 9

Expected Learning & Experience Outcomes 10

Learning & Development Journey 10

Indicative Content 10

Roles & Responsibilities 11

Project Scoping Document 12

Indicative Scale & Scope of Projects 13

Assessment Materials 13

Source Materials and Reference Documents 14

Portfolio Submission Guidelines 14

SA Partners Learning Management System 14

Project Assessment Guidelines 15-16

Project Implementation Report (DMAIC) Template 17

Self Development Log - Suite of Documents 18 to 20


Introduction to S A Partners


Our commitment to transform organisations has seen us deliver:

Worldwide reach:


Stimulating new thinking with 5 Shingo Publication Prize winning books:


Continually meeting our client’s needs:

Testimonials from Clients:


Introduction to the 1c Programme:

This document provides all relevant information for the S A Partners Level 1c programme.

This is one of an overall suite of programmes:

Primary focus on improving processes

All programmes are designed around a learning philosophy that promotes learning through doing

and practical application:

Six Levels:

• Awareness 1a

• Improvement Practitioner 1b

• Improvement Leader 1c

• Improvement Coach 2a

• Improvement Master Coach 2b

• Creating your own Academy

Leader 1c


Expected Learning & Experience Outcomes:

Diagnostic and analytical techniques, the ability to use them in the workplace to understand

customer and /or /stakeholder value, the current state, solve problems and propose future

states.

Application of CI & Lean improvement and implementation techniques.

The Improvement Coach Programme promotes on the job coaching/Learning by Doing and will

be supported by S A Partners Consultant as part of Project work.

Learning & Development Journey

Indicative Content:

• How to analyse a process, value stream or service stream through the application of

mapping and other diagnostic techniques

• How to use problem solving techniques to identify and define problems and develop

solutions to improve and prevent recurrence

• How to plan improvement and ensure that changes are sustained over time

• How to understand and translate the voice of the customer

• How to identify value streams, understand their current state and map them at a high

level

The difference between levels 1b and 1c lies primarily in the leadership content. 1c is geared

towards those whose role involves leading others.


Roles and Responsibilities:

Improvement Leader (1c) Delegates will be expected to:

• Complete the Training Needs Analysis (TNA) and use this document as a record of how

the necessary competencies are being developed.

• Attend the Improvement Coach Programme as per agreed schedule and keep a record

of coaching sessions, their purpose and outcomes.

• Identify an improvement project prior to commencing the training and deliver the project

as part of the training process. The scoping document for this should be completed

prior to the training.

• Lead their local team to deliver further improvement projects in their business area,

using the Improvement Coach process.

• Write up/present/film the improvement activities as Case Studies and submit them in

line with the submission deadlines.

• Achieve accreditation through the above activities.

Improvement Coaches (2a’s) will:

• Help delegates identify a suitable initial project which can be used as part of the training

and help develop the initial scoping document.

• Provide specific coaching support to 1b and 1c candidates, during the completion of the

initial projects in the local areas via an agreed schedule of sessions.

• Ensure 1c’s have the necessary skills as highlighted in their TNA.

• Provide help and support in the completion of the A3s (1b)/Case Studies (1c).

• Formally submit candidate A3/Case Studies (copy to candidate) and track benefits from

the 6C Benefits Analysis

• File final A3/Case Studies in ‘SharePoint’ to enable knowledge sharing for other

Candidates

Managers of 1b and 1c colleagues will:

• Ensure time is made available for delegates to attend the training modules.

• Ensure delegates have identified an improvement project prior to the training.

• Sponsor and support the use of the Improvement Coach process within the day to day

business area.


Project Scoping Documents:

A Project Scoping Document will be developed by delegates to specify project details and

expected benefits (see template within Self Development Log):

Owner Date Project startedHow will your measure success (6Cs - Customer, Cost, Compliance, Capacity,

Colleague, Capability)?

What is the timeline for the project, when will key milestones and benefits be

achieved?

What is the title of your project? What activity, risk, issue or opportunity is it trying to resolve or improve(Object & Defect)?Who will be the projects sponsor? Who will be your coach throughout the project?

What is in scope and what is outside scope? Describe the current state situation- what are the customers seeing?Who will need to be involved in the project (Responsible, Accountable, Consult,

Inform)?How will you communicate status to stakeholders throughout the project?

Project Scope out


Indicative Scale & Scope of Projects

Assessment Materials:

Candidates are required to submit:

1 x Case Study

10 x Multi choice test

10 x Open Questions

Completion of the Self-Development Log Suite of Documents (See templates within Appendix)

Overall pass mark is 65%. Marks are allocated as shown below:

It is recommended that you develop your portfolio ‘as you learn’ and work on your projects. A

recommended plan for submission will be agreed.


Source Materials & Reference Documents:

Training Materials, reference documents and final Case Studies are held on the company shared

area.

Portfolio Submission Guidelines:

Portfolio inputs are to be e-mailed to one of the following:

Dr Donna Samuel [email protected]

Dr Toni Whitehead [email protected]

Byron Lear [email protected]

As agreed in line with the agreed Submission Plan.

Feedback will be provided within approximately 2-4 weeks of submission. Certification will take

place once all portfolio inputs are assessed and an overall 65% Pass is achieved.

S A Partners Learning Management System (LMS):

Registration to Certification of candidate/cohort/company level learning journeys can be set up

and tracked through the S A Partners Learning Management System (LMS).

mailto:[email protected]




Project Assessment Guidelines for Level 1c:

The case study should follow DMAIC (Define, Measure, Analyse, Improve & Control) principles

and should be structured in an appropriate manner. The typical content of each section is shown

below. They are indicative only and are not meant to be prescriptive. Candidates should use their

own discretion with regard to content and be mindful of good narrative flow.

Project Background (10% marks)

• What was the overall background and context of the project? (e.g. business need,

strategic linkage, problem statement, quantified objectives)

• What was your role in the project? (dates, time allocation etc.)

• What were your personal reflections around project set-up & planning?

Define (15% marks)

• What problem were you trying to solve?

• How did you know there was a problem?

• What did you believe success would look like?

• What was the scope?

• How did you plan and track work?

• What did the problem look like from the customer’s eyes?

• What were your personal reflections around project planning & problem definition?

Measure (15% marks)

• Where was the problem occurring?

• What did the process initially look like?

• What data was used to measure how the process was currently performing?

• How did you ensure data collection was robust?

• Was the process capable of meeting customer requirements?

• What were your personal reflections around project inquiry and problem understanding?

Analyse (15% marks)

• What did the data say?

• Was the process stable?

• How did you identify root causes?

• How did you generate potential solutions?

• What solutions were selected and why?

• What were your personal reflections around data collection, analysis & identifying

solutions?


Improve (15% marks)

• What was the plan to implement the solutions?

• How did you know the solutions should address the specific root causes identified?

• What was the cost/benefit impact of your solutions?

• How did you know that your solutions would be successful?

• What were your personal reflections around project improvement and execution?

Control (15% marks)

• How do you know that the problem has been fixed?

• How will you track ongoing performance and benefits?

• What actions will be taken if the problem returns?

• How did you transfer ownership back to the business?

• How will the solutions be embedded?

• What plans are in place to continuously improve?

• What further work is required to continue the improvement into new or related areas?

• What were your personal reflections around the project result, success and

sustainability?

Evaluation Phase (15% marks)

• How would you summarise the overall project experience?

• What are the top three lessons learned during the course of the project?

• What are the main personal lessons learned (positive and negative)?

Presentation requirement

Good organisation and structure

Flows and reads well

Appropriate format

Supporting project artefacts included

Length requirement

The expectation is 1,500 words, though this should not be seen as prescriptive, especially as the

use of tables, charts, maps etc. makes simple word count less relevant.

Refer to the following DMAIC Case Study ‘Template’ for guidance to the various stages and

format of the completed report.


Self-Development Log – suite of documents: