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Lean Certification Program

The Lean Certification Program is available to all Miami staff across campus (faculty, unclassified staff, and classified staff). This program is designed to develop leaders who can sustain a Lean continuous improvement culture at Miami. These Lean leaders will become the key cultural change agents for Miami and represent the University's potential future leaders.

As of fall 2016, this program is comprised of 3 levels: Lean Partner, Lean Leader and Senior Lean Leader. Each level builds on the previous level and has both educational and project requirements.

How to apply for this program?

Interested applicants must complete a Lean Certification Program application to be considered for the program. This application is to be used by all Miami staff (faculty, unclassified and classified) to apply for the program. Upon approval of the program, the applicant will be placed into the appropriate level based upon recorded Staff Development participation.

Fall 2016 and Fall 2017 Curriculum

Lean Partner

Learning Outcomes:

  • Ability to effectively serve and understand role of a Lean project team member
  • Understand the basics of change management in a team setting
  • Examine work processes to suggest improvements in efficiency or cost-savings

For completion of Lean Partner Level: Minimum of 36 hours (including all required courses) & successfully participate on 2 projects

  • Fundamentals Training required (20 hrs)
    • Lean Two Day Training (16)
    • Lean Standard Work (4)
  • Acceptance Training required (10 hr)
    • MBTI Introduction to Type (3)
    • Cultural Changes Through Leadership (7)
    Electives (at least 6 hours from these)
    • Conflict Management (3)
    • Micro-Inequities(3)
    • Building a Reputation of Integrity (3)
    • Change Management (3)
  • Successfully participate in two traditional or Kaizen process improvement projects

Continuation at a Lean Partner level: participate in a minimum of one project per year

Lean Leader

Learning Outcomes:

  • Exhibit skills of Lean Partner, and
  • Ability to serve and apply Miami Lean principles as a Lean project team leader
  • Possess technical skills to effectively apply fundamental, technical, and acceptance tools to Lean projects
  • Ability to propose process improvement implementation plans

For completion of Lean Leader level: Lean Partner requirements (see above), additional hours to equal a minimum of 69.5 total hours (including specifically required courses), and lead 1 project

  • Fundamentals Training required (10.5 hr):
    • Lean Excel Template Conversion to Visio (3.5)
    • Lean Metrics (7)
  • Technical Training required (14 hr):
    • Employing the DMAIC Process (14)
  • Acceptance Training required (6 hr):
    • Change Management (3)
    • Micro-Inequities (3)
  • Electives (at least 1, not previously taken):
    • Building and Maintaining Your Team (3)
    • Building a Reputation of Integrity (3)
    • Facilitating Effective Meetings (3)
    • Communications Role in Management (3)
    • Strengths Based Leadership (3.5)
    • Presentation Skills (7)
    • Conflict Management (3)
  • Successfully lead one traditional or Kaizen process improvement project

Continuation at Lean Leader level: lead at least 1 project per year

Senior Lean Leader

Learning Outcomes:

  • Exhibit skills of a Lean Leader, and
  • Ability to serve and apply Miami Lean principles as a recognized experienced Lean project team leader
  • Possess advanced technical skills to effectively apply fundamental, technical, and acceptance tools to Lean projects
  • Ability to manage process implementation plans
  • Effectively serve as a resource and mentor for Lean Leader trainees

For completion of Senior Lean Leader level: all Lean Leader requirements (see above), additional training hours (including required courses and participation in approved seminars and conferences relating to Lean, Six Sigma, Agile, Leadership and Innovation and Creativity) to equal a minimum of 100 total hours, lead 2 additional projects, present a significant project to the Miami Lean Program Review Board

  • Technical Training required (29 hr):
    • Agile Training (8)
    • Quality (14)
    • Innovation, Creativity and Immersion (7)
  • Training Hour Electives (not previously taken):
    • Building and Maintaining Your Team (3)
    • Building a Reputation of Integrity (3)
    • How to Conduct Efficient and Effective Meetings (3)
    • Communications Role in Management (3)
    • Strengths Based Leadership (3.5)
    • Presentation Skills (7)
    • Conflict Management (3)
    • Participate in pre-approved seminars or conferences relating to Lean, etc...
  • Successfully lead two traditional or Kaizen process improvement projects
  • Present a significant project to the Miami Lean Program Review Board

Continuation at Senior Lean Leader level: 1 education (7 hours) requirement, 1 training requirement, and project involvement (1 project lead or 2 project participations) per year

Spring 2016 Curriculum

Those entering the Senior Lean Leader Certification Program in the spring of 2016 will be required to successfully complete the following requirements:

Fundamentals Training required internal courses

  • Two Day Lean Training—facilitated by Miami University Staff Development
  • Lean Excel Template Conversion to Visio—facilitated by Miami University Staff Development
  • Lean Metrics—facilitated by Miami University Staff Development
  • Lean Standard Work—facilitated by Miami University Staff Development

Technical Tools required internal courses

  • Agile—facilitated by Dr. Doug Troy, Director of the Agile Academy and CEC Graduate Programs, Miami University
  • Lean Quality Management—facilitated by Rod Baker, Farmer School of Business visiting faculty, Quality Manager, ZF Batavia LL
  • Employing the DMAIC Process—facilitated by Chris McGill, Six Sigma Master Black Belt, Cintas Corporation
  • Introduction to Project Management—facilitated by Denny Evans, Lean Certification and Six Sigma Program trainer, Xavier University

Acceptance Tools required internal courses 

  • MBTI Myers-Briggs Introduction to Type—facilitated by Miami University Staff Development
  • Conflict Management—facilitated by Miami University Staff Development
  • Change Management—facilitated by Miami University Staff Development
  • Micro-Inequities Awareness—facilitated by Miami University Staff Development
  • Strengths Based Leadership—facilitated by Dr. Megan Gerhardt, Naus Family Faculty Scholar and Associate Professor of Management, Miami University
  • Cultural Changes Through Leadership, Employee Development & Engagement—facilitated by Michael Hoseus, Executive Director of the Center for Quality People and Organizations, a Toyota-supported nonprofit organization

Plus additional hours to equal a total of 100 minimum hours from the following electives 

  • Building a Reputation of Integrity—facilitated by Miami University Staff Development
  • Building and Maintaining Your Team—facilitated by Miami University Staff Development
  • Communication’s Role in Management—facilitated by Miami University Staff Development
  • How to Conduct Efficient and Effective Meetings—facilitated by Miami University Staff Development
  • Train the Trainer for Lean Leaders—facilitated by Miami University Staff Development
  • Presentation Skills—facilitated by Miami University Staff Development
  • Participation in approved seminars and conferences relating to Lean, Six Sigma, Agile, Project Management, Leadership and Innovation and Creativity

Other requirements

  • Successfully participate in 5 process improvement projects, and serve as a leader for at least 3 of them (must lead at least 1 team per year while in the certification program)
  • Present a completed project to a Review Board
  • Submit summaries of all off-campus courses
  • Other requirements per senior management

Fall 2015 Curriculum

Those entering the Senior Lean Leader Certification Program in the fall of 2015 will be required to successfully complete the following requirements:

Technical Tools required internal courses

  • Two Day Lean Training—facilitated by Miami University Staff Development
  • MU-Lean Processes Utilizing Template & Visio Tool—facilitated by Miami University Staff Development
  • Lean Metrics—facilitated by Miami University Staff Development
  • Lean Agile Training—facilitated by Dr. Doug Troy, Director of the Agile Academy and CEC Graduate Programs, Miami University
  • Quality Management Training (Quality, Human Error Reduction and Root Cause Analysis)—facilitated by Rod Baker, Farmer School of Business visiting faculty, Quality Manager, ZF Batavia LLC
  • Six Sigma and DMAIC—facilitated by Chris McGill, Six Sigma Master Black Belt, Cintas Corporation
  • Lean Project Management—facilitated by Denny Evans, Lean Certification and Six Sigma Program trainer, Xavier University

Acceptance Tools required internal courses

  • Myers-Briggs Introduction to Type—facilitated by Miami University Staff Development
  • Conflict Management—facilitated by Miami University Staff Development
  • Change Management—facilitated by Miami University Staff Development
  • Micro-Inequities Awareness—facilitated by Miami University Staff Development
  • Strengths Based Leadership—facilitated by Dr. Megan Gerhardt, Naus Family Faculty Scholar and Associate Professor of Management, Miami University

Additional required external courses

  • Cultural Changes Through Leadership, Employee Development & Engagement—facilitated by Michael Hoseus, Executive Director of the Center for Quality People and Organizations, a Toyota-supported nonprofit organization

Plus additional hours to equal a total of 100 minimum hours from the following electives 

  • Building a Reputation of Integrity—facilitated by Miami University Staff Development
  • Building and Maintaining Your Team—facilitated by Miami University Staff Development
  • Communication’s Role in Management—facilitated by Miami University Staff Development
  • How to Conduct Efficient and Effective Meetings—facilitated by Miami University Staff Development
  • Train the Trainer for Lean Leaders—facilitated by Miami University Staff Development
  • Presentation Skills—facilitated by Miami University Staff Development
  • Lean Standard Work—facilitated by Miami University Staff Development
  • Approved American Management Association courses
  • Participation in approved seminars and conferences relating to Lean, Six Sigma, Agile and Project Management

Other requirements

  • Successfully participate in 5 process improvement projects, and serve as a leader for at least 3 of them (must lead at least 1 team per year while in the certification program)
  • Present a completed project to a Review Board
  • Submit summaries of all off-campus courses
  • Other requirements per senior management

Spring 2015 Curriculum

Those entering the Senior Lean Leader Certification Program in the spring of 2015 will be required to successfully complete the following requirements:

Technical Tools required internal courses

  • Two Day Lean Training—facilitated by Miami University Staff Development
  • MU-Lean Processes Utilizing Template & Visio Tool—facilitated by Miami University Staff Development
  • Lean Metrics—facilitated by Miami University Staff Development
  • Lean Standard Work—facilitated by Miami University Staff Development
  • Lean Agile Training—facilitated by Dr. Doug Troy, Director of the Agile Academy and CEC Graduate Programs, Miami University
  • Quality Management Training (Quality, Human Error Reduction and Root Cause Analysis)—facilitated by Rod Baker, Farmer School of Business visiting faculty, Quality Manager, ZF Batavia LLC
  • Six Sigma and DMAIC—facilitated by Chris McGill, Six Sigma Master Black Belt, Cintas Corporation
  • Lean Project Management—facilitated by Denny Evans, Lean Certification and Six Sigma Program trainer, Xavier University

Acceptance Tools required internal courses 

  • Myers-Briggs Introduction to Type—facilitated by Miami University Staff Development
  • Conflict Management—facilitated by Miami University Staff Development
  • Change Management—facilitated by Miami University Staff Development
  • Micro-Inequities Awareness—facilitated by Miami University Staff Development
  • Strengths Based Leadership—facilitated by Dr. Megan Gerhardt, Naus Family Faculty Scholar and Associate Professor of Management, Miami University

Additional required external courses

  • Cultural Changes Through Leadership, Employee Development & Engagement—facilitated by Michael Hoseus, Executive Director of the Center for Quality People and Organizations, a Toyota-supported nonprofit organization
  • Managing Lean Six Sigma Projects—facilitated by Pam Nintrup, Six Sigma Master Black Belt, President at Project and Process Professionals, LLC

Plus additional hours to equal a total of 100 minimum hours from the following electives 

  • Building a Reputation of Integrity—facilitated by Miami University Staff Development
  • Building and Maintaining Your Team—facilitated by Miami University Staff Development
  • Communication’s Role in Management—facilitated by Miami University Staff Development
  • How to Conduct Efficient and Effective Meetings—facilitated by Miami University Staff Development
  • Train the Trainer for Lean Leaders—facilitated by Miami University Staff Development
  • Presentation Skills—facilitated by Miami University Staff Development
  • Approved American Management Association courses
  • Participation in approved seminars and conferences relating to Lean, Six Sigma, Agile and Project Management

Other requirements

  • Successfully participate in 5 process improvement projects, and serve as a leader for at least 3 of them (must lead at least 1 team per year while in the certification program)
  • Present a completed project to a Review Board
  • Submit summaries of all off-campus courses
  • Other requirements per senior management

Fall 2014 Curriculum

Those who entered the Senior Lean Leader Certification Program in the fall of 2014 are required to successfully complete the following requirements:

Staff Development courses

  • Two Day Lean Training
  • Lean Template & Visio Tool
  • Metrics
  • Standard Work

Miami University Supervisor Development Series courses

  • Myers-Briggs Introduction to Type
  • Conflict Management
  • Change Management
  • Micro-Inequities Awareness

Additional courses

  • Cultural Changes Through Leadership, Employee Development & Engagement
  • Human Error Reduction: Root Cause Analysis
  • Managing Lean Six Sigma Projects
  • Strengths Based Leadership
  • Agile

Plus additional hours to equal a total of 100 minimum hours from the following electives

  • SDS Building a Reputation of Integrity
  • SDS Building and Maintaining Your Team
  • SDS Communication’s Role in Management
  • How to Conduct Efficient and Effective Meetings
  • Train the Trainer for Lean Leaders
  • Presentation Skills
  • Costs of Quality

Other requirements

  • Successfully participate in 5 process improvement projects, and serve as a leader for at least 3 of them (must lead at least 1 team per year while in the certification program)
  • Present a completed project to a Review Board
  • Submit summaries of all off-campus courses
  • Other requirements per senior management

Lean Certification Levels

  1. Lean Leader—Selected as a Team Leader and actively pursuing certification requirements
  2. Senior Lean Leader—Completed all training requirements listed above
  3. Senior Department Lean Leader—Senior Lean Manager for Departments; completed all requirements for Senior Lean Leader; assists in Lean training
  4. Senior Divisional Lean Leader—Lean Manager for Division; completed all requirements for Senior Lean Leader; assists in Lean training
  5. University Lean Champion—Recognized as University-wide Lean leader who has completed all requirements, and has previously served in Senior Department or Senior Divisional role; assists in Lean training

Spring 2014 Curriculum

Those who entered the Senior Lean Leader Certification Program in the spring of 2014 are required to successfully complete the following requirements:

Staff Development courses

  • Two Day Lean Training
  • 3rd Day Advanced Training
  • Metrics
  • How to Conduct Efficient and Effective Meetings

Miami University Supervisor Development Series courses

  • Myers-Briggs Introduction to Type
  • Communication’s Role in Management
  • Conflict Management
  • Building a Reputation of Integrity
  • Change Management
  • Micro-Inequities Awareness
  • Budget 101
  • Building and Maintaining Your Team

Off-campus courses

  • Cultural Changes Through Leadership, Employee Development & Engagement
  • Human Error Reduction: Root Cause Analysis
  • Managing Lean Six Sigma Projects

Other requirements

  • Successfully participate in 5 process improvement projects, and serve as a leader for at least 3 of them
  • Present a completed project to a Review Board
  • Submit summaries of all off-campus courses
  • Other requirements per senior management

Additional optional Lean courses available through Staff Development

  • Lean Visio for Projects
  • Presentation Skills
  • Train the Trainer for Lean Leaders

Lean Certification Levels

  1. Lean Leader—Selected as a Team Leader and actively pursuing certification requirements
  2. Senior Lean Leader—Completed all training requirements listed above
  3. Senior Department Lean Leader—Senior Lean Manager for Departments; completed all requirements for Senior Lean Leader; assists in Lean training
  4. Senior Divisional Lean Leader—Lean Manager for Division; completed all requirements for Senior Lean Leader; assists in Lean training
  5. University Lean Champion—Recognized as University-wide Lean leader who has completed all requirements, and has previously served in Senior Department or Senior Divisional role; assists in Lean training

Fall 2013 Curriculum

Those who entered the Senior Lean Leader Certification Program in the fall of 2013 are required to successfully complete the following requirements:

MU-Lean 2-Day Formal Training Program

The following off-campus courses

  • How to Develop New Metrics in a Lean Culture
  • Human Error Reduction: Root Cause Analysis
  • Changes Through Leadership, Employee Development & Engagement 2013
  • Managing Lean Sigma Projects 2013
  • Additional course TBD and will be presented in Spring 2014

Complete the following modules of the Miami University Supervisor Development Series:

  • Myers-Briggs Introduction to Type
  • Communication’s Role in Management
  • Conflict Management
  • Building a Reputation of Integrity
  • Change Management
  • Micro-Inequities Awareness
  • Budget 101
  • Building and Maintaining Your Team
  • How to Conduct Efficient and Effective Meetings

Other requirements

  • Successfully participate in 5 process improvement projects, and serve as leader for 3 projects.
  • Present a project
  • Submit summaries of all off-campus courses
  • Other requirements per senior management

Additional optional Lean courses available through Staff Development

  • Lean Visio for Projects
  • Presentation Skills
  • Lean Overview Train the Trainer for Lean Leaders

Lean Certification Levels

  1. Lean Leader—Selected as a Team Leader and actively pursuing certification requirements
  2. Senior Lean Leader—Completed all training requirements listed above
  3. Senior Department Lean Leader—Senior Lean Manager for Departments; completed all requirements for Senior Lean Leader; assists in Lean training
  4. Senior Divisional Lean Leader—Lean Manager for Division; completed all requirements for Senior Lean Leader; assists in Lean training
  5. University Lean Champion—Recognized as University-wide Lean leader who has completed all requirements, and has previously served in Senior Department or Senior Divisional role; assists in Lean training

Spring 2013 Curriculum

Those who entered the Senior Lean Leader Certification Program in the spring of 2013 are required to successfully complete the following requirements:

Complete the MU-Lean 2-Day Formal Training Program

Complete MU development course “How To Conduct Efficient and Effective meetings”

Complete a modified “Get Lean” Certification Program, consisting of the following courses

  • How to Develop New Metrics in a Lean Culture
  • Human Error Reduction 2012/Process Error Elimination 2013
  • Fundamentals of Negotiation 2012/Standardizing and Documenting Your Processes: A “How To” Workshop 2013
  • Culture and Cultural Changes 2012/Cultural Changes Through Leadership, Employee Development & Engagement 2013
  • Managing Projects in a Lean Environment 2012/Managing Lean Sigma Projects 2013

Complete the following modules of the Miami University Supervisor Development Series

  • Myers-Briggs Introduction to Type
  • Communication’s Role in Management
  • Conflict Management
  • Building a Reputation of Integrity
  • Change Management
  • Micro-Inequities Awareness
  • Budget 101
  • Building and Maintaining Your Team

Other requirements

  • Successfully participate in 5 process improvement projects, and serve as leader for 3 projects.
  • Present a project
  • Successfully complete a final exam
  • Other requirements per senior management

Lean Certification Levels:

  1. Lean Leader—Selected as a Team Leader and actively pursuing certification requirements
  2. Senior Lean Leader—Completed all training requirements listed above
  3. Senior Department Lean Leader—Senior Lean Manager for Departments; completed all requirements for Senior Lean Leader; assists in Lean training
  4. Senior Divisional Lean Leader—Lean Manager for Division; completed all requirements for Senior Lean Leader; assists in Lean training
  5. University Lean Champion—Recognized as University-wide Lean leader who has completed all requirements, and has previously served in Senior Department or Senior Divisional role; assists in Lean training

Fall 2012 Curriculum

Those who entered the Senior Lean Leader Certification Program in the fall of 2012 are required to successfully complete the following requirements:

Complete the MU-Lean 2-Day Formal Training Program

Complete MU development course “How To Conduct Efficient and Effective meetings”

Complete a modified “Get Lean” Certification Program, consisting of the following courses

  • How to Develop New Metrics in a Lean Culture (9/27/12)
  • Human Error Reduction (10/16/12 and 10/17/12)
  • Fundamentals of Negotiation (11/1/12)
  • Culture and Cultural Changes (10/10/12)
  • Managing Projects in a Lean Environment (11/13/12)

Complete the following modules of the Miami University Supervisor Development Series

  • Myers-Briggs Introduction to Type
  • Communication’s Role in Management
  • Conflict Management
  • Building a Reputation of Integrity
  • Change Management
  • Micro-Inequities Awareness
  • Budget 101
  • Building and Maintaining Your Team

Other requirements

  • Successfully participate in 5 process improvement projects, and serve as leader for 3 projects
  • Present a project
  • Successfully complete a final exam
  • Other requirements per senior management

Lean Certification Levels

  1. Lean Leader—Selected as a Team Leader and actively pursuing certification requirements
  2. Senior Lean Leader—Completed all training requirements listed above
  3. Senior Department Lean Leader—Senior Lean Manager for Departments; completed all requirements for Senior Lean Leader; assists in Lean training
  4. Senior Divisional Lean Leader—Lean Manager for Division; completed all requirements for Senior Lean Leader; assists in Lean training
  5. University Lean Champion—Recognized as University-wide Lean leader who has completed all requirements, and has previously served in Senior Department or Senior Divisional role; assists in Lean training

Continuing Education Requirements

Purpose

To develop a continuing education program for the Certified Senior Lean Leaders that will encourage leadership, project participation and continued development in Lean initiatives.  This program will improve the Lean process and allow Certified Senior Lean Leaders to achieve the five breakthrough objectives more efficiently.

Program Requirements

Certified Senior Lean Leaders have successfully completed all requirements for the Senior Lean Leader program. 

Certified Senior Department Lean Leaders have successfully completed all requirements for the Senior Lean Leader program and have been chosen to represent a department(s) or division. These Department and Divisional Senior Lean Leaders will have additional responsibilities to facilitate the achievement of departmental Lean goals and will receive a stipend for these duties.

Annual requirements for both Certified Senior Lean Leaders and Certified Senior Department and Divisional Lean Leaders are outlined below. Please refer to the Activity Chart for the descriptions of each annual requirement.

  • Certified Senior Lean Leader: 1 educational (7 hours) requirement, 1 training requirement, and project involvement (1 project lead or 2 project participations)
  • Certified Senior Department Lean Leader: 1 educational (7 hours) requirement, 1 training requirement and the achievement of departmental Lean goals

In addition to the above annual requirements, Senior Department and Divisional Lean Leaders will be required to hold quarterly reviews with Certified Senior Lean Leaders in their respective departments to review continuing education progress.

Activities

  • Training (Facilitating a Lean course or facilitating special Lean event training.)
  • Education (Attending 7 hours of specialized training from a pre-approved list of training. Course facilitation by the Certified Senior Lean Leader does not meet the educational requirement, but does meet the training requirement. The pre-approved list of courses will be developed in collaboration with the Director of Lean Initiatives, the Senior Department and Divisional Lean Leaders and Staff Development and reviewed on an annual basis. The educational component may include Staff Development courses, American Management Association courses, SkillPort courses, and on and off-campus educational opportunities.)
  • Project (Participation in a regular or Kaizen Lean project. Project requirement will be fulfilled by 1 project leadership (team leader or steering team leader) or 2 project participations.)

Requirements will be on a calendar year basis commencing upon certification.

The following schedule will be utilized for the calendar year in which certification is achieved:

  • If certification achieved between January 1-June 30, two required activities.
  • If certification achieved between July 1-September 30one required activities.
  • If certification achieved between October 1-December 31zero required activities, you may begin your work on next calendar year's requirements.

Reporting

Certified Senior Lean Leaders will self-report involvement via the Certified Senior Lean Leader Continuing Education Google form. This form will be submitted biannually and will document any Lean involvement that fulfills a requirement. The Lean Initiatives Office will audit this form on a biannual basis. The audit results will be shared with the certified Senior Lean Leader and the appropriate Senior Department or Divisional Lean Leader.

Continuing Education Courses offered at Miami University-Oxford campus

  • Lean Excel Template Conversion to Visio
  • Lean Metrics
  • Lean Standard Work
  • Agile
  • Employing the DMAIC Process
  • Innovation, Creativity and Immersion
  • Strengths Based Leadership
  • Presentation Skills

Continuing Education Courses and Seminars off campus

  • International Deming Research Seminar
  • Deming Institute Annual Fall Conference
  • Lean Enterprise Institute Annual Lean Summit
  • Network for Change and Continuous Innovation (NCCI) Annual Conference
  • APPA Conference
  • Toyota Tour