Leanplus Assignment Guidelines for the External Service Provider

LeanPlus Assignment Guidelines for the External Service Provider

1. Assignment Methodology

Prior to commencement it is advisable for the Lean Service Provider to contact the Company’s Enterprise Ireland Development Advisor for company history and current business plans.

The Lean Service Provider will inform Enterprise Ireland at [email protected] of any issue which might affect the progress or outcome of the agreed project.

Assignments must follow the project work programme laid out in the approved LeanPlus project application.

Day 1 to 3: Key Engagements

 Meet & engage with the owner / key managers in company.  Confirm understanding of Lean principles, tools and process mapping.  Scope out the commitment required from the company.  Review cost competitiveness issues (commercial, financial & performance).  Agree key projects and cost reduction potential.  Agree a schedule for implementation & the support required  Engage with the Leanplus Champion.  Progress the company Lean team building.

Day 4 to Completion: The Lean Service Provider & the Company will

 Review & evaluate objectives relative to schedule agreed.  Continue the Company Lean team building.  Agree resources, actions and targets / facilitate team efforts.  Train key personnel in Lean tools & methodology.  Progress targets & objectives.  Agree final targets and objectives for project end.  Quantify results from project against stated objectives.  Review the effectiveness of the Lean learning – has it been embedded?  Establish a continuous improvement programme.  Agree next steps for future potential projects. LeanPlus Assignment Guidelines for the External Service Provider, Doc. no.:CD004, Ver.3, May 2017 Page 1 of 7 Reports Required

 Day 3 report (Appendix 1)  Interim report (Appendix 2)  Final report (Appendix 3)  Case Study (Appendix 4)  Targets Achieved (Appendix 5)

Reports are to be signed off by the company and the Lean Service Provider, it is sufficient for the company to submit the Lean Service Provider’s reports by email, it will be taken as read / signed off. For ease of processing submit reports in word format to: [email protected]

It is essential to submit the required reports as soon as possible. This will ensure continued compliance with the LeanPlus Offer and will allow engagement with the Lean Team to address any issues. Resolving issues and addressing any deviations from the original objectives as they arise will avoid any complications at the grant claim stage.

Feedback required: A post project presentation is to be made to the company and where appropriate to relevant Enterprise Ireland staff. In the final report we ask that the company give permission for Enterprise Ireland to upload the project case study to the Enterprise Ireland and Lean Business Ireland website.

2. Assignment Costs / Duration

2.1 A LeanPlus project will typically be no less than six months in duration. 2.2 Lean (& specialist) training fees up to a max of €900 per day (inclusive of expenses) 2.3 Total project cost up to €70k, maximum EI grant up to 50%. 2.4 The cost of the company Lean Champion must not exceed the external trainer to a maximum of €20k whichever is the lesser amount. 2.5 It is the responsibility of the company to claim the LeanPlus funding support. 2.6 The company is responsible for the payment of the Lean Service Provider’s fee.

LeanPlus Assignment Guidelines for the External Service Provider, Doc. no.:CD004, Ver.3, May 2017 Page 2 of 7 Appendix 1

LEANPLUS ‘Day 3 Report’ Template Company Name

LeanPlus Company project contact person

Date of 1st day of LeanPlus project

Is the company commitment in place to complete the project within the agreed schedule?

What are the performance improvement issues?

What are the agreed performance improvement targets?

Provide details of the training plan

Confirm availability and the commitment of the LeanPlus project champion

What project milestones have been agreed with client in addition to the Day3, interim and final reports for Enterprise Ireland?

Other comment(s) Signed By Company Contact person Date Lean Service Provider Date

LEANPLUS ‘Interim Report’ Template

Company Name

Reconfirm / discuss company & LeanPlus Champion commitment

Interim Report date

Is the cross-organisational team functioning well?

Has the project deviated from its original objectives? If so, explain

Is the project proceeding according to schedule? If any deviations, explain

Are the agreed targets on course to being realised? Explain if changed

What project milestones have being achieved to date?

Other comment(s) Signed By Company Contact person Date

Lean Service Provider

Appendix 3

LeanPlus Assignment Guidelines for the External Service Provider, Doc. no.:CD004, Ver.3, May 2017 Page 4 of 7 LEANPLUS ‘Final Report’ Template

Company Name

Reconfirm / discuss company & LeanPlus Champion commitment

Project completion date

Give summary of performance improvement issues addressed

Summary of training on Lean business practice given to staff

Was there a continuous improvement team established?

Was a presentation given by consultant to client and relevant EI staff?

What further actions were agreed? Do you give permission for EI to Yes/No (delete as appropriate) upload your case study to the Enterprise Ireland & Lean Business Ireland Website?

Other comment(s) Signed By Company contact person Date Lean Service Provider Date

Appendix 4

LeanPlus Assignment Guidelines for the External Service Provider, Doc. no.:CD004, Ver.3, May 2017 Page 5 of 7 Lean Case Study Template

Lean Case Study [please select] START PLUS TRANSFORM

Company Name

Address

Website

What we do

Who we are

LEAN Project Objectives

Key Challenges

Key Changes

Results/Outcomes

Consultant

Project Impact Metrics

Projected Cost Savings Projected Output Increase Continuous Improvement

Other project Cost Savings % Output Potential Was a continuous Further Annualised Cost Savings benefits (e.g. General as a % of Notes Capacity impact on Notes improvement Team actions Cost Savings as a % of Sales defects, lead Comments COGS Increase turnover established? Yes / No agreed time etc)

LeanPlus Assignment Guidelines for the External Service Provider, Doc. no.:CD004, Ver.3, May 2017 Page 7 of 7