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Information ServicesOffice of Management and Enterprise Services

1 | P a g e Lean / Six Sigma Green Belt Certification

2018Lean/Six Sigma

Spring Class

Syllabus

Presented byOMES-IS CPI

2018 Spring Class Syllabus Lean/Six Sigma

Green Belt Certification

PROGRAM INFORMATION

Information Services sponsors Green Belt Certification for Office of Management and Enterprise Services employees. LEAN Six Sigma Green Belt is a business management strategy aimed at improving the performance of an organization, by increasing process efficiency and eliminating waste.

An employee who has achieved Green Belt certification will benefit its organization in many ways. A Lean Six Sigma Green Belt is involved in problem-solving groups and is able to detect and prevent defects and correct errors in processes, which results in increased efficiencies and productivity.

Green belts also assist other Six Sigma trained workers, such as black belts, during improvement projects and are able to lead small team efforts to improve efficiencies and reduce waste in their own area of expertise.

With so much effort and knowledge put into improving the business process, the end result is improved quality of service for both our internal and external customers.


COURSE AND INSTRUCTOR INFORMATION

Instructor: Wynn Taylor, OU Certified Lean/Six Sigma Black Belt Information: Wynn [email protected] |405.522-5992Course Title: Lean/Six Sigma Green Belt CertificationCredits: 24 Hours of Supervisory Credit per sessionPrerequisites: Yellow Belt training preferred but not required.

Format: Classroom instruction, group work, independent study, coaching/mentoring sessions

Class Location (Define, Measure, Improve & Control Phases): Rose State Education & Training Center 1720 Hudiburg Drive Midwest City, OK 73110Classroom: Room 109Class Hours: 9:00 am to 4:00 pm

Class Location (Analyze Phase): Sequoyah Building (Capital Complex)

2400 N Lincoln BlvdOklahoma City, OK 73105

Classroom: Basement, Room C-48Class Hours: 9:00 am to 4:00 pm

Course Duration: Sixteen (16) days of classroom instruction (4 days per month for 4 months)Lunch: 11:00 am – 12:00 pm Breaks: Scheduled Breaks throughout


IMPORTANT DATESSCHEDULING

EVENT ACTIVITY DATE DAY

Session 1 Define Jan. 30 – Feb. 2, 2018 Tuesday – FridayQuiz on Friday

Session 2 Measure Mar. 6 – 9, 2018 Tuesday – FridayQuiz on Friday

Session 3 Analyze Apr. 10 – 13, 2018 Tuesday – FridayQuiz on Friday

Session 4 Improve and Control May 22 – 25, 2018 Tuesday – Friday

Quiz on FridayFinal Exam Lean/Six Sigma May 25, 2018 Friday

Deliverable Project Completion Jan. 30, 2019 Wednesday

Deliverable Closeout Documents Due Jan. 30, 2019 Wednesday

Graduation Practice Jun. 27, 2018 WednesdayGraduation Ceremony Jun. 28, 2018 Thursday

MENTORING SESSIONSSESSION TIME DATE DAYSession 1 TBD Feb. 13 – 15, 2018 Tuesday - ThursdaySession 2 TBD Mar. 27 – 29, 2018 Tuesday - ThursdaySession 3 TBD May 1 – May 3, 2018 Tuesday - ThursdaySession 4 TBD Jun. 12 – 14, 2018 Tuesday - Thursday


ABOUT THE INSTRUCTOR

Wynn Taylor has more than 15 years of experience in process improvement, quality control, strategic planning, business analysis, project management and resource allocation. He began learning the basics of process improvement and project management methodology while working for OKDHS. He then went on to become a Project Manager for the Office of Business Quality and was subsequently promoted the role of Process Engineer shortly thereafter. Wynn earned his Yellow Belt in 2013, his Green Belt in 2015 and finally his Black Belt in 2016. He has used his training to help state agencies save

over six million dollars in hard and soft savings.

Wynn has taught multiple classes during the course of his career such as Microsoft Excel (covering introduction, beginner, intermediate and advanced), Microsoft Project (introduction and beginner), basics of lean Six Sigma Methodology, introduction to Project Management and Lean/Six Sigma Green Belt.

Wynn’s present role is Project Manager within the Eligibility and Insurance Group. He has already been involved in multiple projects as well as process improvements using statistical analytics, process improvement methodologies and procedure standardization practices to help make OMES more efficient and productive. He is also the instructor for the Lean Six Sigma Green Belt certification initiative implemented by OMES-IS to continue the steps toward creating a culture of continuous improvement.

Wynn has a passion for Lean/Six Sigma that is certainly infectious:

“When I was first introduced to Lean/Six Sigma I became hooked very quickly. I’ve always been a fan of puzzles, thought experiments and riddles; and this methodology is

like solving those puzzles that people desperately need and want an answer too. You will hear multiple people involved in this line of work saying that it changes the way you take on life and your normal everyday tasks, and they are 100% right. It seems so simple and

yet is so involved and intricate that it has a huge influence and benefit on your life as a whole. I am very glad that I started down this path and always look forward to honing my

skills as well as teaching and helping others as much as I can with this methodology. “


Wynn Taylor

Course Description

The Lean/Six Sigma Green Belt Certification course is designed to facilitate appropriate application of Lean and Six Sigma tools in the minimization of process waste and the reduction of process variability.

Emphasis is placed on providing participants with the well-known concepts, tools and methodologies to apply the DMAIC and Lean methodologies to assist in problem solving initiatives associated with agency concerns. The course is project-based and process-oriented.

This course is designed to promote quick application of the tools to save time, money, and provide quality customer service. Participants should expect a very fast-paced and interactive class with multiple hands-on exercises.

Course Objectives

Upon completion of this course, students will be able to:


1. Form and lead continuous improvement projects.2. Successfully participate in Lean/Six Sigma teams.3. Use problem-solving and CPI methodologies. 4. Think more objectively, critically and analytically. 5. Use Six Sigma tools to successfully complete projects.

W. Edwards Deming Quotes:

“You should not ask questions without knowledge.”

“If you can't describe what you are doing as a process, you don't know what you're doing.”

Course Outline

1. Defineo Introduction to Leano Introduction to Six Sigmao Project Charter

o Identify Core Process and Key Customers

o Cost of Poor Qualityo Process Mapping

2. Measureo Fundamentals of the

Measure Phaseo MSAo Sampling

o Value Stream Mappingo Data Collection/Data Typeso Operational Definitionso Gage R&R

3. Analyzeo Understanding Variationo Descriptive Statso Statistical Tools to Describe

Datao Measures of Central

Tendency

o Measures of Dispersiono Process Capabilityo Six Sigma Metricso Analyzing and Presenting

Datao Correlation and Causation

o Root Cause Analysiso FMEA

4. Improveo Managing Changeo Muda/Waste Analysiso Form the Solutiono Pull Systemso Kaizeno Error Proofingo Visual Management

o Lean Design & Implementation Process Mapping

o Work Optimizationo Standard Worko Deploy the Fixes

5. Controlo Control Overviewo Control FMEAo Prepare & implement Plano Visual Controls &

Dashboardso Document Procedures &

Best Practices

o Update & Deploy Communication Plan

o Prepare & Implement Training Plan

o Execute Deployment Plano Document Other

Opportunitieso Report Out, Hand-off, and

Closure


Course Grading & Requirements for Student CertificationCertification will be based upon the following course components:

Students shall meet minimum attendance criteria for classes and mentoring sessions. Students shall present or lead discussions during class or mentoring sessions. Students must score 80% or better on the post-training exam. Complete a Process Improvement Project using Lean Six Sigma tools and techniques. Comprehensive understanding of Lean/DMAIC methodology.

Attendance and Credit Criteria

Attendance is critical to your success and your team in this fast paced training environment; absences are not recommended, however we understand that situations arise that are unavoidable.

A maximum of 3 absences total allowed from class or mentoring sessions before consideration for removal from the program.

If you will be late or cannot attend class, you must contact Vareeda Fenimore at 405.736.1913 or via email at [email protected] as well as your immediate supervisor.

Credit CriteriaActivity Description Percentage Points

Quiz I 10 questions 5% 10Quiz II 10 questions 5% 10Quiz III 10 questions 5% 10Final Exam 50 questions 50% 100Course Engagement* Peer Evaluation = 10

Mentor Evaluation = 5 Team Contribution = 10 Classroom Presentation = 10

18% 35

Attendance* Coaching =10 Mentoring =10 Classroom=15

18% 35

Total 100% 200

*Course Engagement **Class Attendance includes attendance in Mentoring and Coaching sessions.


mailto:[email protected]

Course RequirementsYour certification is determined by your performance in the following areas:

1. Engagement a. You will be prompted in the classroom and in mentoring/coaching sessions to

participate in classroom activities and discussion.b. You will be prompted to participate in team presentations; each member must

present information and demonstrate knowledge by responding to questions.c. Each member must contribute in the creation of the presentation each week. d. Each member is expected to work cooperatively with his/her teammates. e. Each member is expected to provide his/her full undivided attention while in

classroom instruction (no texting, emailing, or talking, etc.)2. Quizzes

a. Defineb. Measurec. Analyzed. Improve & Control

3. Exama. Final exam

i. The Final exam is comprehensive in nature and may include questions from prior quizzes, as well as material from the final phase, Control.

4. Attendancea. No more than 3 absences from mentoring sessions, coaching sessions or from

classroom attendance; attendance in all areas is mandatory for all team members.

b. Leaving before instruction has ended or coming in after instruction has already begun may constitute as an absence. Adjustment will be at the discretion of the mentoring team.

Course GuidelinesExpectations for each class: The instructor will facilitate the DMAIC model in phases. Each phase is comprised of multiple modules. Instruction will occur on days 1-3 and project development and quizzes will occur on Day 4.

Day 4 sessions will consist of Instruction from the Mentor Panel and Black Belt Coach(es). In addition, a portion of the Friday session will be spent working on project development with stakeholders, mentors, coaches and project sponsors.

Coaching sessions: Coaching sessions will consist of scheduled sessions to discuss projects with mentors. The training coordinator will schedule team meetings in between classes.


Team Meetings: Teams will meet as needed to discuss project progression based upon the communication plan established in the Define Phase. Teams should invite SMEs and Champions/Sponsors to Day 4 as appropriate.

Project Assistance/Resources:Teams requiring assistance with their projects from Information Security, Legal, OMES-ISD, etc., should submit an email to Mentors and Champions or Sponsors for guidance notating the specific request and identifying class and team information in the subject line.

Role of Team Leader:Teams will elect a team leader at the beginning of the class. The role of the team leader is to coordinate all efforts of the team. The leader will provide overall direction for the team in completing documents, coordinating assignments and ensuring all deliverables are met. Although rare, team leaders must mitigate any team conflict by documenting and addressing issues with team mates. Team leaders should immediately notify or escalate any issues to the mentor level via email. Mentor intervention is available and encouraged to facilitate resolution to any team conflicts that may arise.

Role of Team Members:Team members will attend all project meetings, and participate in all discussions and decisions for project development. Team members will complete assigned tasks and work cooperatively within the group. Team members will devote the necessary time outside of class and mentoring sessions to successfully complete project goals and objectives. Any challenges prohibiting team member engagement should be brought immediately to the attention of the instructor and/or mentors.

Role of Champion:The project champion is an individual who has the authority to issue resources within the organization for completion of a given project. The project champion provides team support, establishes project goals and project vision as well as removes roadblocks. The champion is asked to attend project meetings as needed (or provide a designee), attend Day 4 sessions during the course of the class from 1:00 pm to 2:00 pm, attend team presentations and attend the graduation ceremony. Course Deliverables:

Course related artifacts (SIPOC, Process Map, VSM, Charter, etc.) Project Closeout document

o Template available for use Presentation to class (executive team and/or stakeholders) Surveys for instructors, mentors, etc. Final Exam and quizzes Completed Project by the end of the course Upload all project materials, maps, artifacts, agenda, meeting minutes, etc. to

appropriate project folder


Course Materials Flash drive loaded with course curriculum

(1 per team) Laptop for use in class The Lean Six Sigma Pocket Guide

Other tools (DMAIC templates, etc.) Participants will access Green Belt

material using Office 365

Course Etiquette and IntegrityAcademic Honesty: All participants are expected to uphold the highest level of integrity. Presenting work that is not your own is considered plagiarism. Plagiarism occurs when ideas or words are used without giving the appropriate credit to the author.

Work load within teams: Participants are expected to work in a collaborative manner with all team members. Each team member will participate in managing the project workload and shall contribute equally in accordance with team and course standards.

Classroom Behavior:Use of cell phones, texting, social media, laptops and notepads during instruction is a distraction to others and takes away from the learning process. If you must use these communication mediums during the instruction period, please step outside of the classroom to do so.

Dress Code:The prescribed dress code is comfortable business casual. As a student you are expected to participate in classroom exercises, please dress in a manner that is comfortable, yet appropriate for the workplace.

Minimum Skills/PrerequisitesSuccess in this course requires a particular set of skills. You will need the following minimum skills to be successful:

PowerPoint PresentationConflict Resolution Time Management Math/Algebra (some statistics)

Excellent Written and Verbal Excel & Word Public SpeakingActive Listening Skills

Process Mapping (Flow Charting)

Mentoring and Coaching SessionsThe role of the Mentor Panel is to provide guidance to teams as participants navigate the intricacies of their first Green Belt Project. Teams will have regularly scheduled touchpoints with mentors to discuss deliverables, projects and activities. Teams will have a minimum of four (4) mentoring sessions with the Mentor Panel.

Your mentors are on-call throughout the course to assist you. Please send questions or concerns via the Office 365 Group. Please allow 24 hours for response time.

Course EvaluationParticipants will be given a short survey in class at the end of each DMAIC phase and a course evaluation survey at the end of the course. In addition, electronic surveys will be sent to evaluate peer interaction and mentor interaction. Our goal is to provide a quality learning experience and your feedback helps us do that.


Project InformationTeams are formed in the Define and Measure phase of the course. Projects are selected to align with agency goals with OMES-IS leadership approval. Students may be placed on specific teams and assigned specific projects based upon their expertise.

Meet Your Mentor PanelMark Robison is a Program Manager for Information Services for the Office of Management and Enterprise Services. Robison joined OKDHS in 2010 as the Business Transformation Officer where he was charged with process improvement and project management responsibilities for the Finance Division. During his tenure, Robison helped the Finance Division win four OKDHS Quality Awards, and three Governor’s Oklahoma Team Day awards. Prior to joining the agency, he spent more than 15 years in private industry where he focused on business management, process improvement and technology integration.

Robison holds a Bachelor’s Degree from the University of Oklahoma, certifications in ISO 9001 Quality Management and ISO 14001

Environmental Management, and is a certified Six Sigma Black Belt by the University of Oklahoma.

Leea Mote is an IT Strategist for Information Services for the Office of Management and Enterprise Services specifically over three Education agencies. Mote joined OMES in 2011 and previously worked at OKDHS in various roles as a Business Analyst and a Trainer. Mote holds a Bachelor’s Degree from the University of Central Oklahoma, and Masters Degree in Leadership from Mid America Christian University certification as a Project Management Professional (PMP), and is a certified Six Sigma Green Belt.

Shauna Cole is a Program Manager for Information Services for the Office of Management and Enterprise Services. Shauna joined OMES in 2012 as the Vendor Liaison, where she was charged with managing the daily interaction between the State and Oklahoma Interactive. During her tenure, Shauna has also held the positions of the OpenRange Program Manager and the Manager of Strategic Ventures. In December 2016, Shauna moved into the Program Management Office and began managing the Education agencies project portfolios. Prior to joining the agency, Shauna spent more

than 6 years in the private industry where she focused on customer service, project management and process improvement. Shauna is working towards her Management Information Systems Degree and is certified Six Sigma Green Belt by OMES.

Keri Garrett is a Business Analyst for the Office of Management and Enterprise Services. She began her career at the Oklahoma Department of Veteran Affairs where she completed an IT internship gaining skills ranging from customer service to training as a Program Analyst. While working for ODVA, she completed her studies at the University of Central Oklahoma where she obtained her Bachelor’s Degree in Management Information Systems. From there, she began working for Hewlett Packard as a contractor for the Oklahoma Health Care Authority where she fulfilled the roles of Business Analyst and Project Manager, sometimes simultaneously on multiple projects. In addition to fulfilling her normal duties, she also volunteered to mentor new Business


Analysts as well as candidates applying for the PMP certification exam. She earned her certification as a Project Management Professional (PMP) in 2015 and her Green Belt in 2017.

Rachel Nalliah conducts analysis of systems and processes and whether those systems and processes are working well for the people using them. She assists Subject Matter Experts in designing systems and processes that work for the organization and the people using the system or process. Her favorite part of LSS is that a process can be mapped and timed; and inputs and outputs identified in a simple way. It provides a data based visual of what a person/organization goes through in an attempt to complete a task/job. Obstacles and shortcuts become obvious, and give leaders the knowledge to make significant, lasting changes.

Greg Brown is a Service Quality Specialist in Change Management and ITIL processes for the Office of Management and Enterprise Services. Greg has worked in the IT industry for over 20 years and before joining OMES, was the ITIL Change Manager for Bridgestone Americas Holdings Inc. where he was given the CEO award for the implementation of a Change Management process for Bridgestone North America. Greg’s career began when he left home for New York to perform on Broadway and then spent six months living on the streets. He traveled across country working for a now defunct oil company and came back to Oklahoma to begin his career as a game designer. Game design included focused studies in psychology, analytics, game theory, writing and process design. With rejections from major game companies such as

Wizards of the Coast, FASA, Redbrick and others, Greg found the opportunity to use his education for organizations in need of process designs of their own. Greg has certifications in business analysis, project management, ITIL, Six Sigma and has been struck by lightning four times in his life. Pray for him.

State of Oklahoma Employee Discounts: Microsoft Home Use Program

The Home Use Program is a Software Assurance benefit available to Microsoft volume licensing customers

with active Software Assurance coverage on their Office applications. Employees who use the covered

licenses at work are eligible to purchase these Office applications for use on a home PC during the term of

their employment. This temporary license expires with the employers Software Assurance coverage, or upon

termination of employment with the covered customer.

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Program Code – Available from OMES Service Desk - 405-521-2444 or [email protected]


mailto:[email protected]?subject=Microsoft%20Home%20Use%20Program%20Code%20Request

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If you have problems after obtaining the Program Code, please contact the OMES Service Desk to verify

your agency's email domain has been included in the approved email domain list.

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