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Improving Work Flow Using Agile Lean (Course Id 1892)

QAS / Registry
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Author : Colten Christensen, Author
Course Length : Pages: 32 ||| Review Questions: 12 ||| Final Exam Questions: 20
CPE Credits : 4.0
IRS Credits : 0
Price : $35.95
Passing Score : 70%
Course Type: NASBA QAS - Text - Technical - NASBA Registry
Primary Subject-Field Of Study:

Management Services - Management Services for Course Id 1892

Description :

Most CPAs find themselves performing many different financial activities throughout the week. Although most CPAs are not official project managers, the different financial activities such as audits, preparing financial statements, and preparing tax returns may be handled as individual projects. As a result, a project management methodology needs to be selected and in many cases improvements to achieve greater efficiency and quality is desired. This course will describe the Agile Kanban project management methodology. 

Lean is an agile project management methodology for improving processes by eliminating waste. Lean is also used to improve work process and improve efficiencies. This course will describe the agile project management approach and compare it to a traditional project management approach. This course will describe the four values and twelve agile principles. This course will describe important Lean concepts to help a team to improve the way they work.  This course will also describe the process for identifying root cause of problems.  Finally, this course will identify the three wastes that constrain project workflow.

Usage Rank : 0
Release : 2021
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 20-Apr-2023
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - Text - Technical - NASBA Registry - 1892

Keywords : Management Services, Improving, Work, Flow, Using, Agile, Lean, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

At the end of this course, students will be able to:
  • Identify the project life cycle.
  • List the characteristics for a Waterfall project management method.
  • Recognize the four values for an agile method.
  • Identify the twelve agile principles.
  • Recognize important Lean concepts to help a team to improve the way they work.
  • Determine how to identify root cause of problems.
  • Identify the three wastes that constrain project workflow.
Course Contents :

Chapter 1 - Improving Work Flow Using Agile Lean

Course Learning Objectives


Selecting a Project Management Methodology

Project Management Methodologies

Traditional Project Management Methodology

Project Phases

Project Life Cycle

Project Management Process Groups

Initiating Process Group

Planning Process Group

Executing Process Group

Monitoring and Controlling Process Group

Closing Process Group

Traditional Project Management Exercise

Why Change Project Management Methodology

Why Agility Matters

The Agile Project Management Methodology

Agile Manifesto

The 12 Agile Principles

Twelve Agile Principles in Detail


Agile Project Management Exercise

Agile Lean

Lean Values

Lean Thinking Tools

Commitment and Options Thinking

Incremental Design

Wishful Thinking

Lean Thinking

Eliminate Waste

Partially Completed Work

Extra processes

Extra features

Task Switching



Value Stream Map

Delivering Value

See the Whole

Root Cause Analysis

Deliver As Fast As Possible

Work in Progress Charts


Pull Systems



CPE Management Services Course: https://www.cpethink.com/practice-management-cpa-courses
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