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WWW.LEANCOMPETENCY.ORG
LEVEL 3 PROGRAMME CASE STUDY
INTRODUCTION
Case Study Introduction Session
AGENDA
IntroductionCase study structureCase study assessmentWriting the caseSupportTimetable – review next actions
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INTRODUCTION
CASE CHARACTERISTICS
Case focus: design, implement, sustain major value stream QCD improvements.
Organisation, division/dept/group, extd value stream
Role: significant involvement in the project’s design and developmentRole: significant management/leadership aspects
eg managing people or teams, communication, engagement, planning, control, implementation responsibility etc.
The project should have clear strategic linkagealigned to organisational objectives, KPI’s and strategy.
“LEAN” CASE
The word ‘lean’ does not have to feature explicitly in the project. If the project aimed to achieve the following (not necessarily all), then it is suitable:
Release/create capacityEnhance, add value for customers/stakeholdersReduce wasteImprove throughput, flow, compress timeImprove quality
CASE WRITING PROCESS
SUPPORTING RESOURCES • Guides, documents on
web/cloud• Group interaction• Facilitator advice &
feedback
Develop case 1
Progress review
Case 1 submission
Case 2, 3 development with feedback
Cases introduction
Cases submitted
Draft submission with
feedback
Briefing session
Outline proposals
Case Study Introduction Session
LEVEL 3 – HIGHER LEVEL THINKING
Ref: Bloom’s Taxonomy
CRITICAL THINKING & 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?
See video: https://www.youtube.com/watch?v=6OLPL5p0fMg
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CASE STUDY REPORT STRUCTURE
Case Study Introduction Session
CASE STUDY STRUCTURE
Typical section guidelines:not prescriptive
Executive SummaryAims & BackgroundDescription, Method & RoleResults & AnalysisConclusions & Sustainability
PDCA cycle
CRITICAL ANALYSIS &
REFLECTION
THE EXECUTIVE SUMMARY
High-level view of the caseExplains in a condensed form:
The problem that the project intended to solveThe desired outcome, key objectivesThe major considerationsThe resources requiredMethods, tools usedKey findings, conclusion
Presented first but written last
AIMS & BACKGROUND
Overall context of the project: egbusiness need, strategic linkage analysis of the situation, eg how it came about.objectives, preferably quantified (eg QCD), timelinecriteria to determine the success of the project
Problem statement: an articulation of the problem that the project is supposed to solve, eg areas with issues that need to be addressed.A statement on why the project is ‘lean’ and why it is strategic
DESCRIPTION, METHOD & ROLE
Project descriptionKey stages, milestones, assumptions, dependencies, risks.
Role in the project, responsibilities, dates etcOverall approach taken and methodology adopted – such as specific models, tools and techniques employedDescribe data gathering and analysis undertakenResources and organisation of the project:
people/resources required to implement – eg who was involved, other resources usedBudget, any financial projections, eg ROIProject management approach adopted
RESULTS & ANALYSIS
Description of the results, outcomes of the project. This should link back to the objectives/aims and success criteria.
Analysis and interpretation of resultsMethods of evaluation usedSolution options identified; cost/benefit analysisImplementation actions description.Issues that arose (resolved or unresolved)
CONCLUSIONS & SUSTAINABILITY
Recommendations madeSummary and critical evaluation the overall project experience Impact and benefits (intended or not intended)Outline of the lessons learned (positive and negative)Outline further work required, or the next stages required to continue the improvement into new or related areas Description of the actions or strategy put in place taken to ensure the improvement could be sustained.Sustainability issues
OTHER ASPECTS
ENDORSEMENTA statement that the report provides an accurate account of what took place and resultedBy an appropriate person - eg line manager, customer or project sponsor
APPENDICESSupporting information (eg data, charts, images, etc)
LENGTHThe guideline is 2,500 words, not be seen as prescriptive,. Around 10 pages in length (plus appendices).
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CASE ASSESSMENT
CASE ASSESSMENT FORM
Assessment Areas:Aims & BackgroundDescription, Method & RoleResults & AnalysisConclusions & SustainabilityPresentation[Endorsement]
1. Project Aim & Background Assessment Criteria
1 2 3 4Aims and objectives are expressed clearly. ☐ ☐ ☐ ☐The project is strategic in nature. ☐ ☐ ☐ ☐The business context is clear. ☐ ☐ ☐ ☐The project is aligned to business goals. ☐ ☐ ☐ ☐
(10% of marks available)
Key to Assessment Criteria Rating Scale☒ ☐ ☐ ☐ 1. Indicates the statement is true
☐ ☒ ☐ ☐2. Indicates that the statement is true to some
extent
☐ ☐ ☒ ☐3. Indicates that the statement is not true to
some extent
☐ ☐ ☐ ☒ 4. Indicates the statement is not true
2. Description, Method & Role
Assessment Criteria 1 2 3 4Appropriate methodologies and techniques have been used. ☐ ☐ ☐ ☐
The project was clearly described and sufficiently detailed ☐ ☐ ☐ ☐
The project was well organised. ☐ ☐ ☐ ☐The candidate’s role was significant and directional. ☐ ☐ ☐ ☐
Advanced lean knowledge has been used in the project. ☐ ☐ ☐ ☐
(25% of marks available)
3. Results & Analysis
Assessment Criteria 1 2 3 4Results are described thoroughly and clearly ☐ ☐ ☐ ☐There is discussion on the impact of the results. ☐ ☐ ☐ ☐There is evidence data analysis. ☐ ☐ ☐ ☐The limitations of the results are noted and explored. ☐ ☐ ☐ ☐There is evidence of critical analysis of the results. ☐ ☐ ☐ ☐
(25% of marks available)
4. Conclusions & Sustainability Assessment Criteria
1 2 3 4Well thought out conclusions have been made ☐ ☐ ☐ ☐Reference to the original project objectives are made and the degree to which they were met. ☐ ☐ ☐ ☐
Comment is made on the implications of the results on future plans and strategy. ☐ ☐ ☐ ☐
A statement is made on further work required as a result of the project’s findings ☐ ☐ ☐ ☐
There is evidence of critical reflection and evaluation on the overall learning gained from the experience. ☐ ☐ ☐ ☐
There is understanding of sustainability issues. ☐ ☐ ☐ ☐Sustainability actions have been identified and implemented. ☐ ☐ ☐ ☐
The degree of success of sustainability actions has been noted ☐ ☐ ☐ ☐
(30% of marks available)
5. Presentation
Assessment Criteria
1 2 3 4The report is well organised and structured. ☐ ☐ ☐ ☐The narrative flows well. ☐ ☐ ☐ ☐The report is well presented ☐ ☐ ☐ ☐The executive summary is succinct, clear and contains all the essential elements. ☐ ☐ ☐ ☐
(10% of marks available)
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WRITING THE CASE STUDY
KEY STEPS IN WRITING THE CASE
Analysing the case topic, title
Obtaining & noting relevant material
Drawing up the report plan
Writing the report
Reviewing and redrafting
• Documents, reports, working papers, etc• Contact (ex) colleges, project participants• On line material options• Make notes – mind-maps, bulleted lists, post-its etc
• What’s behind the case?• Core theme, storyline• Main area(s) of focus
• Work to a defined structure; identify key sections• Rough sketch – basic plan – extended plan –
evolving plan (outlining, ordering key points)
• Turn notes, bullet points into paragraphs, narrative
• Ask someone to proof read• Read through in one go – overall flow, sense check• Have a cut off point!
WRITING KEY POINTS
Narrative flow, Logical structure Analysis: back up with factsLanguage: succinct – minimise paddingConclusion: logical consequence of what has gone beforeWrite in the third personInclude charts, diagrams etc Supplementary material in appendices
Assignment Writing & Support
USING MS WORD EFFECTIVELYImprove writing efficiency Use the Styles feature
Especially effective use of HeadingsAutomatically create table of contents
Assignment Writing & Support
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SUPPORT
Case Study Introduction Session
SUPPORT & GUIDANCEOne-to-one support when producing the elements of the portfolioDrafts reviews should be emailed as MS Word documents, not pdf’s to allow use of the MS Word Review feature.Resources on group website