Level 2 Certificate in Lean Organisation Management Techniques

Unit 1: Lean organisation techniques in business

Assessment
You should use this file to complete your Assessment.
The first thing you need to do is save a copy of this document, either onto your computer or a USB
drive
Then work through your Assessment, remembering to save your work regularly
When youve finished, print out a copy to keep for reference
Then, go to www.vision2learn.com and send your completed Assessment to your tutor via your My
Study area make sure it is clearly marked with your name, the course title and the Unit and
Assessment number.

Please note that this Assessment document has 11 pages and is made up of 3
Sections.
Name:

Section 1: A lean environment [LO1]

This section will help you to evidence Learning Outcome 1: Understand the concept of a
lean environment.
Learning objective

Place in Assessment

1.1 Explain the principles of lean organisation techniques

Question 1 Page 1, 2

1.2 Explain the benefits of a lean environment

Question 2 Page 2

1. What are the principles of lean organisation techniques? Name and describe the 5
main principles below. [1.1]
Principle 1:

Principle 2:

Copyright Creating Careers Ltd, 2014. All rights reserved.

Level 2 Certificate in Lean Organisation Management Techniques

Unit 1: Lean organisation techniques in business
Principle 3:

Principle 4:

Principle 5:

2. Explain the benefits of a lean environment. [1.2]

Use your own experience (either of your workplace or an organisation that you know well) to
help you evidence your answer. Alternatively, you can base your answer on the case study
provided. [1.2]
Foods R Us is a local supermarket in AnyTown. It tries to operate to the principles of a lean
environment. Read the case study and explain the benefits of the lean environment in which
Foods R Us operates.

It is a small chain.
It is not a 24-hour supermarket. It operates between the hours of 9am and 9pm.
It has free parking.
It sources its fruit and vegetables locally from the local fruit and vegetable wholesaler.
The supply chain starts locally.
Its staff are trained to be multi-skilled in a range of different roles. They can operate
anywhere within the store and are poised to deal with the majority of customer queries
themselves. Staff have a varied working day and are paid decent salaries to reflect the
skills they have.
It stocks a limited variety of each product. So, for example, it has 3 varieties of tinned
tomatoes, 3 varieties of baked beans etc. All tinned products are available in one size

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Level 2 Certificate in Lean Organisation Management Techniques

Unit 1: Lean organisation techniques in business

only. While this limits customer choice, it does mean that Foods R Us can bulk-buy more
effectively.
It has a scanning system that requires customers to put each scanned item in the trolley,
to be packed away from the checkout.
The shop only carries stock that it requires it does not store surplus stock in a
warehouse. This means that it must buy often but also that it does not tie up any money
in holding stock, or paying for warehouse premises or warehouse staff.
Food R Us does not have any promotional displays at the tills, or at the ends of aisles.

Type your explanation below.

Copyright Creating Careers Ltd, 2014. All rights reserved.

Level 2 Certificate in Lean Organisation Management Techniques

Unit 1: Lean organisation techniques in business
Now that you have completed Section 1 of your Assessment, remember to save the
work you have done so far you will need to send your work to your tutor for marking
once you have completed all 3 sections of this Assessment.

Copyright Creating Careers Ltd, 2014. All rights reserved.

Level 2 Certificate in Lean Organisation Management Techniques

Unit 1: Lean organisation techniques in business

Section 2: Implementing the productivity needs analysis process [LO2]

This section will help you to evidence Learning Outcome 2: Be able to implement the
productivity needs analysis process.
Learning objective

Place in Assessment

2.1 Describe the process for conducting a productivity needs

analysis.

Question 1 Page 5, 6

2.2 Undertake a productivity needs analysis in a selected

organisation

Question 2 Page 6, 7, 8

1. Describe the process for conducting a productivity needs analysis (PNA). Use the
boxes below to complete your answer. [2.1]
What is the purpose of the PNA?

What are the steps of the PNA and who is involved in these steps?

What areas should be covered in the PNA?

Copyright Creating Careers Ltd, 2014. All rights reserved.

Level 2 Certificate in Lean Organisation Management Techniques

Unit 1: Lean organisation techniques in business

2. Undertake a Productivity Needs Analysis (PNA) for the organisation in the case study
below. [2.2]
You must remember to follow the steps of the PNA:

Measuring relevant areas

Prioritise measures
Set objectives
Processes to reach objectives (across scales of the organisation)

Case study
A small-scale but rapidly growing cereal manufacturer, Rise Right, is considering adopting
lean organisation techniques to improve its business. Currently, the organisation produces
over five types of different breakfast cereals although they would like to develop the range
further.
Rise Rights production plant is too small to meet the demands of the business growth. In
addition, it struggles to accommodate the frequent deliveries of incoming materials and
outgoing finished goods. The plant itself is inconveniently 30 miles away from the
organisations storage depots. Therefore, the transport costs to move produce to storage is
an unwanted financial burden for Rise Right. If this cost and delivery issue isnt resolved
soon, Rise Right will see a considerable dip in their profits.
The Product Development team at Rise Right is aware of how competitive the cereal market
is. There are plans to trial two new cereal bars. If the campaign is successful and well
received Rise Right will look to permanently produce the bars alongside their traditional
cereal. However, this will depend on customer satisfaction of price, consistency and taste.
Recently, Rise Right has had some safety concerns with the team lifting raw materials in to
production areas. Last month, there were 24 reported incidents of spillages and injuries
through incorrect manual handling. Whilst safety is usually of an incredibly high standard this
minor issue is still an area of the business which needs looked into and amended in the
future.

Use the sections below to complete each step of your Productivity Needs Analysis.

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Level 2 Certificate in Lean Organisation Management Techniques

Unit 1: Lean organisation techniques in business
a. Which areas should be measured to increase Rise Rights productivity?

b. Now that youve identified measures, prioritise the measures from most important to
least important. Give reasons for your answer.

c. Set objectives to close the productivity gap by suggesting what the company could
do to close the productivity gap in these areas.

d. What processes could be implemented to meet objectives? Think about scales of

organisation (individuals, teams, departments, organisation). State the objectives you
have already mentioned (in 2c) in the left-hand column. In the right-hand column,
describe processes that could be implemented to close the productivity gap and
conclude the PNA.

Copyright Creating Careers Ltd, 2014. All rights reserved.

Level 2 Certificate in Lean Organisation Management Techniques

Unit 1: Lean organisation techniques in business

Objectives

Processes

Objective 1:

Objective 2:

Objective 3:

Objective 4:

Now that you have completed Section 2 of your Assessment, remember to save the
work you have done so far you will need to send your work to your tutor for marking
once you have completed all 3 sections of this Assessment.

Copyright Creating Careers Ltd, 2014. All rights reserved.

Level 2 Certificate in Lean Organisation Management Techniques

Unit 1: Lean organisation techniques in business

Section 3: Producing a process map

This section will help you to evidence Learning Outcome 3: Be able to produce a process
map.
Learning objective

Place in Assessment

3.1 Produce a process map using appropriate symbols and

terminology for an identified process

Question 1 Page 10, 11

1. Using one of the two scenarios provided, produce a process map. Make sure it
includes the appropriate symbols and terminology. You can find commonly used
symbols below to copy and paste into your process map. On your process map, give
consideration to value added and non-value added steps in the process and any
waste which occurs. [3.1]

Scenario A
At a call centre, there is a set process for the disposal of confidential documents. Files are
first sorted and separated depending on whether they contain confidential information or not.
If the files are confidential, they are passed on to a nominated employee who is tasked with
making sure the files are properly shredded and disposed of. Once shredded, the waste is
placed in confidential waste bags and the confidential waste disposal team are contacted.
Bags are stored in a locked cupboard until the waste disposal team arrive to securely
remove the waste. When creating your process map you might consider:

Passing files on
Deciding which files should be shredded
Documenting which files have been shredded and disposed of
How waste is disposed.

Scenario B
A large supermarket takes customer concerns very seriously and has implemented a
customer complaints procedure so that they are dealt with properly. At the moment,
customer complaints must be recorded in writing by a member of staff and then passed on to
their line manager. Depending on the severity of the complaint, the line manager will either
act upon the complaint or pass it on to a senior manager. Once a complaint has been dealt
with it is then physically stored as well as documented in an electronic database. When
creating your process map you might consider:

Who complaints should be passed on to

Whether complaints should be acted upon
How severe the complaint is

Copyright Creating Careers Ltd, 2014. All rights reserved.

Level 2 Certificate in Lean Organisation Management Techniques

Unit 1: Lean organisation techniques in business

How complaints are reported, documented and stored.

Start/end flow

Document

Storage

Process/Activity

Decision yes or no

Database

Flow line

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10

Level 2 Certificate in Lean Organisation Management Techniques

Unit 1: Lean organisation techniques in business

Now summarise your conclusions about the process. Include your consideration on valueadded and non-value-added steps in the process and any waste which occurs.

Now that you have completed all 3 sections of this Assessment, go to

www.vision2learn.com. Log in to the platform and send your Assessment to your
tutor via your My Study page for marking. Good luck!

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11