WWW. LEANCOMPETENCY. ORG. Introduction Case study structure Case study assessment Writing the case...

WWW.LEANCOMPETENCY.ORG

LEVEL 3 PROGRAMME CASE STUDY

INTRODUCTION

Case Study Introduction Session

AGENDA

IntroductionCase study structureCase study assessmentWriting the caseSupportTimetable – review next actions


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


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

https://www.youtube.com/watch?v=6OLPL5p0fMg




CASE STUDY REPORT STRUCTURE


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).


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. ☐ ☐ ☐ ☐


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. ☐ ☐ ☐ ☐


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 ☐ ☐ ☐ ☐


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. ☐ ☐ ☐ ☐



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


SUPPORT


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

WWW. LEANCOMPETENCY. ORG. Introduction Case study structure Case study assessment Writing the case...

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