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American Express

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Aspect Ratio: 4:3 Standard Screen


File Size: 2.8 MB


Number of Slides: 79


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Lean Management System Assessment



Assessing your Lean management implementation periodically is not just wise—it's essential. The Lean Management System Assessment (LMA) tool is grounded in the core principles of plan, do, check, act (PDCA), a fundamental aspect of Lean philosophy. It meticulously evaluates both process and behavior standards, defining five levels of maturity that can be applied across all levels of your organization.

This assessment isn't just a routine check—it's a strategic tool that clarifies your organizational goals and personal objectives. It provides a detailed snapshot of your current status relative to your standards and historical performance. Moreover, it's a compass that directs your attention to areas requiring improvement, ensuring your efforts are both focused and effective.

Adapted from the acclaimed work "Creating A Lean Culture" by David Mann, the Lean Assessment Framework stands out as a simpler, more practical alternative to the Shingo Model and the Baldrige Excellence Framework. It features eight comprehensive dimensions or categories, a user-friendly five-level maturity scale, and a straightforward 5-point scoring system that can be employed by individuals or teams.
















Lean Management Assessment Framework

The LMA tool provides an excellent resource for Lean or Operational Excellence Consultants who plan to use it as a holistic organizational diagnostic tool prior to recommending solutions to the client. It functions as a comprehensive organizational diagnostic tool, allowing consultants to gain a deep understanding of the client's operations before recommending tailored solutions. By utilizing the LMA, consultants can effectively identify areas for improvement, develop targeted strategies, and guide their clients towards achieving sustainable operational excellence.


In essence, the Lean Management Assessment isn't just a tool—it's a pathway to operational excellence. It offers a structured and insightful method to evaluate and enhance your Lean implementation, providing invaluable guidance for continuous improvement and sustainable progress.

NOTE: This assessment package consists of:
1. Lean Management Assessment guide
(PowerPoint format)
2. Lean Management Assessment Worksheets (PowerPoint format)
3. Radar Chart (for score profiling, Excel format)


1.  Overview of Lean Management Assessment

  • Introduction to the Lean Management Assessment

  • Benefits of Assessment

  • The Assessment Framework

  • Eights Dimensions (Categories) of Assessment

  • Five Levels of Maturity

2.  Scoring System

  • 5-point Rating Scale

  • Example - Score Profile Data for Lean Management Assessment (Table)

  • Example - Score Profile Data for Lean Management Assessment (Radar Chart)

3.  Assessment Criteria

  • Visual Controls

  • Standard Accountability Processes

  • Leader Standard Work

  • Value Stream Mapping

  • Process Definition

  • Process Discipline

  • Process Improvement

  • Root Cause Problem Solving


4.  Assessment Guidelines

  • Conducting an Assessment

  • When Should You Assess?

  • Who Should Assess?

  • Interpreting the Result

Appendix - Lean Management Assessment Worksheets

You may also be interested in the following training presentations (sold separately):

  1. Lean Thinking

  2. Lean Office

  3. Lean Manufacturing

  4. Six Sigma Overview

  5. 5S Techniques

  6. 5S for the Office

Lean Assessment Framework
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