Start

This is the beginning of the six week journey into Lean Sales and Marketing. I would encourage you to spend a little time each day to read the assigned page, do any prescribed work and reflect on what you have learned or what questions may have been raised. If you are utilizing support through Smartsheet just go to the appropriate lesson and start a conversation. We will carry on our dialog there in a private environment that will not be shared by others. If you are in a group setting the other participants can have the same access to the Smartsheet and the dialog. (You will know if you are in a group). I may upload additional documentation on the Smartsheet to support the conversation that we may have. I check the Smartsheet during the day and receive email notifications when there has been updates. My intention is to reply to all threads within 24 hours.

If you would like to schedule a live discussion ($50/hr) or a webinar ($75/hr) on a particular subject just use the contact page

If you have any trouble, please feel free to contact me directly at jtdager@business901.com.

Program Outline:

Week 1-4 (Learning Level 1 training – General Awareness): The 5 Lean Principles: Identify Value, Map the Value stream, Create Flow, Establish Pull and Seek Perfection will be introduced for sales and marketing. We will utilize the components of the Marketing with Lean Book Series. I will not cover the basic Lean principles as I assume you have an elementary knowledge of them. If you question or need clarification on any term please feel free to contact me.

Weeks 5 & 6 (Learning Level: Deeper Understanding, Skill Development): The last week we will introduce the workbook and you will be given the opportunity to apply your own value stream and walk through the process of building a Lean Marketing House Value Stream.

This is not a read, listen, study and pass a quiz type instruction. You will receive no educational units nor certificates.  Each week is broken down into five components. It is a simple PDCA Cycle. I follow along the guidelines of a Lean breakthrough process described in Lean for Service Organizations and Offices.

Day 1 – Train: Discussion of the philosophy and tools that are needed for the topic of discussion. It is not meant to be completely comprehensive, and you may have many questions on the tools or process. Many of these will be answered during the week when you actually implement the process.

Day 2 – Explore: We will explore problems and try to reveal the as -is state. Here is where we try to understand the problem better.

Day 3- Ascertain: This step is where we find root cause, potential solutions. The outcome is to construct a new process and prepare for implementation of it.

Day 4 – Implement: This is where we implement the countermeasures of the process outline any additional training needed.

Day 5 – Close: We will summarize and give you the opportunity to put what you have learned into practice. What are you steps? How can you do this?

The title page at the top; Lean, SDCA, PDCA, etc. will contain general information about the subject and is the recommended starting point each week. At the bottom of each page is a link to the next page in line. So without further ado lets get started.

Go to the next page Lean.

P.S. I would like to thank you for the opportunity to present this course.

 

How to navigate the pages in the Lean Sales and Marketing Workshop?