IASSC Certified Lean Expert™ — Lesson 2: Lean Expert Flow, Pull, Visual Management, Standard Work, and Measurement

Learning Objectives

• Explain the roles, information, criteria, dependencies, and decision points governing policy deployment and leadership systems.
• Implement or assess visual controls, standard work, and flow measures using controlled evidence and acceptance criteria.
• Evaluate the condition where a basic control passes but standard work fails because visual controls data, criteria, or dependency assumptions differ and select a proportionate corrective response.

Detailed Topics

• policy deployment applied to the course scenario, expected behavior, stakeholders, controls, risks, and evidence.
• leadership systems applied to the course scenario, expected behavior, stakeholders, controls, risks, and evidence.
• visual controls applied to the course scenario, expected behavior, stakeholders, controls, risks, and evidence.
• standard work applied to the course scenario, expected behavior, stakeholders, controls, risks, and evidence.
• flow measures applied to the course scenario, expected behavior, stakeholders, controls, risks, and evidence.

Instructor Demonstration

The instructor traces a leadership team applying Lean Expert techniques to improve flow, reduce waste, engage people, and build a durable improvement culture. The walkthrough connects frameworks, processes, tools, decisions, and evidence captured in the Lean Expert value-stream map, waste register, improvement experiment, and sustainment plan. It also tests the exception where a basic control passes but standard work fails because visual controls data, criteria, or dependency assumptions differ.

Hands-On Exercise

Complete a controlled PeopleCert-aligned exercise covering Lean Expert Flow, Pull, Visual Management, Standard Work, and Measurement and preserve the verified result in the Lean Expert value-stream map, waste register, improvement experiment, and sustainment plan.

1. Confirm scope, roles, criteria, prerequisites, information sources, dependencies, and acceptance conditions.
2. Execute the service, project, portfolio, risk, Lean, or operational workflow while recording decisions and evidence.
3. Test normal behavior, one boundary condition, and the stated exception using a controlled scenario.
4. Document findings, corrections, ownership, retest criteria, communication, and operational handover.

Scenario Analysis

• Identify which role, process, objective, control, information source, or decision most strongly influences policy deployment.
• Compare two defensible responses and explain service, project, quality, risk, operational, and business trade-offs.
• Determine how the Lean Expert value-stream map, waste register, improvement experiment, and sustainment plan should be approved, retained, reviewed, retested, and updated.

Troubleshooting Guidance

Start where expected behavior first differs from the observed result. Check scope, criteria, ownership, data quality, process sequence, policy alignment, version compatibility, dependencies, status, and evidence separately. Treat “a basic control passes but standard work fails because visual controls data, criteria, or dependency assumptions differ” as a hypothesis until records, interviews, configurations, calculations, and retest outcomes confirm the cause.

Validation Checklist

• Required roles, processes, criteria, controls, information, approvals, and dependencies are present.
• The Lean Expert value-stream map, waste register, improvement experiment, and sustainment plan connects each conclusion to objective, reviewable evidence.
• Normal processing, a boundary condition, dependency behavior, and the stated exception were tested.
• Corrections, ownership, retest criteria, documentation, communication, and operational handover are complete.

Lesson Outcome

Learners can apply Lean Expert Flow, Pull, Visual Management, Standard Work, and Measurement, explain the resulting service, project, quality, risk, or operational behavior, and defend the outcome through the Lean Expert value-stream map, waste register, improvement experiment, and sustainment plan.