Lean accounting Toolkit

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Know if Lean is right for your organization

 

How effective is a Lean Implementation Office within your organization?

How did you decide to take a Lean approach to solve your capacity issues?

How do you incentivize Lean behavior when most of your corporate measures are financial in nature?

What environmental goals and targets does your organization have?

Can a Lean manufacturing system be successful without a Lean accounting system?




...Find the answers to these, and more, questions with this Lean accounting Toolkit:

  • Use Lean to promote a continual improvement culture in your organization.
  • Incentivize Lean behavior when most of your corporate measures are financial in nature.
  • Understand the financial benefits of your Lean efforts.
  • Sustain and diffuse the successes of your initial Lean activity.
  • Help your organization learn to see environmental wastes.
  • Force ourselves to look at your organization through that different lens.
  • Measure the capacity of your organization to comprehend and retain knowledge.
  • Obtain concurrence from higher levels in your organization.
  • Rate the information provided by your current costing system.



HOW THIS TOOLKIT WORKS:

Save time, empower your teams and effectively upgrade your processes with access to this practical Lean accounting Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Lean accounting related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Lean accounting specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Lean accounting Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 995 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Lean accounting improvements can be made.

Examples; 10 of the 995 standard requirements:

  1. Is the use of mass production accounting methods causing your organization to make wrong decisions when considering pricing and capital investment?

  2. What is the point in establishing visual pull systems if accounting still insists on recording transactions every time inventory is moved?

  3. How will you capture and share useful knowledge for your organization and for the next generation of team members involved in development?

  4. Is Lean accounting ready to replace, complement, or supplement existing or evolving management accounting approaches/ change initiatives?

  5. Does your organization that is well structured and supported to implement Lean is struggling to move the needle on fundamental measures?

  6. Is Lean accounting a viable replacement for, complement to, and/or supplement for current and evolving management accounting approaches?

  7. Are Lean methods of production truly more efficient if true costs costs that are currently borne by society, are taken into account?

  8. How will you gain alignment on how the actual work will be organized to provide the value, from idea to production start?

  9. How do the strategies implemented for manufacturing and quality control affect the cost accounting of your organization?

  10. What is your plan to have adequate resource capacity available to begin to front load the appropriate engineering work?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Lean accounting book in PDF containing 995 requirements, which criteria correspond to the criteria in...

Your Lean accounting self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Lean accounting Self-Assessment and Scorecard you will develop a clear picture of which Lean accounting areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Lean accounting Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Lean accounting projects with the 62 implementation resources:

  • 62 step-by-step Lean accounting Project Management Form Templates covering over 1500 Lean accounting project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Activity Duration Estimates: Lean accounting project has three critical paths. Which BEST describes how this affects the Lean accounting project?

  2. Variance Analysis: Are your organizations and items of cost assigned to each pool identified?

  3. Schedule Management Plan: Are the processes for schedule assessment and analysis defined?

  4. Procurement Audit: Are the responsibilities of the purchasing department clearly defined?

  5. Scope Management Plan: Is there a scope management plan that includes how Lean accounting project scope will be defined, developed, monitored, validated and controlled?

  6. Activity Cost Estimates: Did the consultant work with local staff to develop local capacity?

  7. Activity Duration Estimates: Are steps identified by which Lean accounting project documents may be changed?

  8. WBS Dictionary: Are procedures in existence that control replanning of unopened work packages, and are corresponding procedures adhered to?

  9. Project Scope Statement: Is there a Quality Assurance Plan documented and filed?

  10. Activity Duration Estimates: What are crucial elements of successful Lean accounting project plan execution?

 
Step-by-step and complete Lean accounting Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Lean accounting project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Lean accounting project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Lean accounting project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Lean accounting project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Lean accounting project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Lean accounting project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Lean accounting project with this in-depth Lean accounting Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Lean accounting projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Lean accounting and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Lean accounting investments work better.

This Lean accounting All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.





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CONTENTS:


Checklists:


Checklists:Lean accounting Checklist Report on ORGANIZATION.pdf

Checklists:Lean accounting Checklist Report on SYSTEM.pdf

Checklists:Lean accounting Checklist Report on PROCESS.pdf

Checklists:Lean accounting Checklist Report on TIME.pdf

Checklists:Lean accounting Checklist Report on WORK.pdf

Checklists:Lean accounting Checklist Report on CUSTOMER.pdf

Checklists:Lean accounting Checklist Report on DATA.pdf

Checklists:Lean accounting Checklist Report on MANAGEMENT.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Lean_accounting_Quick_Exploratory_Self-Assessment_Guide.pdf

STEP 1 Get your bearings:Lean accounting Self-Assessment Pre-Filled EXAMPLE.xlsx





STEP 2 Set concrete goals tasks dates and numbers you can track:


STEP 2 Set concrete goals tasks dates and numbers you can track:Lean_accounting.pdf

STEP 2 Set concrete goals tasks dates and numbers you can track:Lean accounting Self-Assessment.xlsx

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

Who This Toolkit Is For

This Toolkit is specifically designed for professionals who want to get results or those who want to sell more of their products and services such as…

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Bottom line, if you are managing high-end products and services, this toolkit will help you know more, see more and sell more - as well as train your people and co-workers to do so.

If you are a professional who wants to level-up, this Toolkit will help you do exactly that. And if you ever decide to launch products or services, this Toolkit will give you the skills that will not only serve you today as a professional but also in the future as an entrepreneur.

These skills will enrich every part of your life.

Are you ready to get started?

Are you clear on what you are struggling with, want to figure out what the problem is, diagnose it, and get a solution? The solution is something this Toolkit can provide, and we believe it can solve your problem, but you have to decide if you want to become a part of it or not.

Decision Making:

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The Reason:

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You are here because we have a great reputation in the space, and you specifically want this Toolkit to help you, but why now, why is it so important to solve this right now?

The answer to this question is your REAL pain:

  • Why do you think this problem exists?
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  • Is this problem affecting your life in other ways, and how?

Tried:

What have you tried so far to fix this? Is there pain of frustration to solve this all on your own?

This Toolkit gives you your proven advisor, an advisor the vast majority of professionals do not use, because they do not know it exists. If you have tried Toolkits before, so have everyone else of our 200.000 clients. Once they use this Toolkit, they are shocked as to how they quickly get results.

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Why:

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Ownership:

What is stopping you from achieving this all on your own without any help? If your answer is one of these three answers, this Toolkit is right for you:

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