The following tables are designed as checklists you can use to develop your company’s lean management accounting transformation plan. These checklists can be used to determine your current state and multiple future states. I recommend using six-month cycles for each future state.

It’s also best for a cross-functional team to complete these checklists – accounting, operations, lean leaders and senior leaders.

Please don’t hesitate to contact me if you would like to discuss your plan:

These checklists, as well as other “free things,” are available to download at

Lean Management Accounting SystemTransformation Checklist

Chapter 3: Lean is the Strategy

Statement Not in place Working on it Fully in ...

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