Skip to main content
All workshops
Workshop 07 2–3 days + rollout coaching Hybrid

Operational Excellence Workshops

Excellence isn't a heroic effort. It's a system that makes the right behavior the easy behavior.

Build the systems, behaviors, and metrics that make excellence repeatable — not accidental.

15 min

daily huddle that catches problems before they grow

3 tiers

of accountability from frontline to executive

90 days

to a fully operating daily management system

The real story

Excellence isn't a poster on the wall — it's the cadence your team runs every morning. Once the system is in place, performance stops depending on who happens to be on shift.

By the numbers

More of what this workshop unlocks

50%

faster problem escalation through tiered huddles

4–6

leading indicators that predict the lagging numbers

Daily

rhythm replaces monthly surprises with weekly wins

See examples from past work

What this looks like in the real world

An anonymized snapshot from a recent engagement. Names and identifying details changed — outcomes and methodology are real.

Case vignetteConsumer goods plant
The challenge
Performance reviews happened monthly — by which time the issues were already lost revenue.
What we did
Designed and rolled out a 3-tier daily huddle system with leading indicators and visual boards in 90 days.
The result
Issues escalated within 24 hours instead of weeks. OEE improved 11 points in two quarters with no capex.

Roles in the room

  • Plant Manager (sponsor)
  • Area leaders (4)
  • Frontline supervisors (8)
  • CI lead

Timeline

  1. 1

    Design & metric definition

    Weeks 1–3

  2. 2

    Tier 1–3 rollout

    Weeks 4–10

  3. 3

    Coaching & audit

    Weeks 10–13

Anonymized data

3

Huddle tiers live

<24 hrs

Avg escalation time

62%

OEE (before)

73%

OEE (after)

Figures rounded and lightly anonymized to protect client identity.

Headline outcome

+11 OEE points

Could your team see a result like this? The only way to know is a 30-minute conversation about your process.

Book Free Consultation

Free 30 min · No obligation · Response within 1 business day

Same workshop, digital environment

What this looks like in a corporate / digital team

The exact same methodology — applied to software, SaaS, IT, marketing, or professional-services workflows. Anonymized snapshot from a recent engagement.

Digital exampleDigital Operations — Customer Support & Success
The challenge
A SaaS support org reviewed CSAT, ticket aging, and SLA performance monthly — by which point the churn signals were already in the renewal pipeline.
What we did
Designed a 3-tier daily huddle: pod → manager → director. Live dashboards in Looker tied to leading indicators (response time, escalations, save-rate).
The result
Issues escalated within 4 hours instead of weeks. CSAT +9 points and SLA breach rate cut in half within two quarters — no headcount added.

Headline outcome

+9pt CSAT, −50% SLA breaches

Same DMAIC, RCA, mapping, and standard-work tools — applied to digital workflows like Jira, Salesforce, HubSpot, GitHub, Asana, and Notion.

Annualized savings

~$1.4M / yr in retained ARR

~70 at-risk accounts saved per year (escalations caught in <4 hrs vs. 2+ weeks) at the customer's avg ~$20K ACV — plus avoided SLA credits from cutting breaches in half.

Why this workshop matters

Operational excellence isn't a project. It's a system. These workshops help leaders design daily management, tiered huddles, performance metrics, and improvement cadences that produce excellence on purpose.

What your team walks away with

  • A daily management system tailored to your operation
  • Tiered huddle structure with leading and lagging metrics
  • Visual management standards
  • A clear path to sustained operational performance

Up next

Standard Work Development

Proof across industries

Outcomes from 5 different industries

Anonymized snapshots from real engagements. Filter by industry or outcome type to focus on the proof that matters most to you.

Filter
Anonymized proof Consumer goods plant

The team walked in skeptical and walked out with a working improvement and a control plan to keep the gain.

Engagement sponsor, Consumer goods plant

Operational Excellence Workshops

Outcome

+11 OEE points

Headline outcome from a recent engagement

Identifying details changed. Methodology and results are real.

Anonymized proof B2B SaaS

We thought our velocity problem was a hiring problem. Two hours mapping our sprint workflow proved it was a meeting and review-queue problem.

VP of Engineering, B2B SaaS

Process MappingEngineering Ops

Outcome

+18%

Story-point throughput in 60 days

Identifying details changed. Methodology and results are real.

Anonymized proof Consumer Goods Manufacturing

Daily huddles changed the cadence of the entire plant. Issues that used to die in monthly reports get solved by lunch.

Plant Manager, Consumer Goods Manufacturing

Daily ManagementOpEx

Outcome

+11pt

OEE improvement, no capex

Identifying details changed. Methodology and results are real.

Anonymized proof Aerospace & Defense

We thought we knew where the bottleneck was. Two days of mapping proved us wrong — and saved us a six-figure capital request.

Director of Operations, Aerospace & Defense

Process MappingKaizen

Outcome

−42%

Lead-time reduction in 90 days

Identifying details changed. Methodology and results are real.

Anonymized proof Specialty Insurance

Day 2 of training, my team shipped two real improvements. After two failed off-the-shelf programs, this finally stuck.

Claims VP, Specialty Insurance

Custom TrainingClaims

Outcome

−38%

Cycle time on target process

Identifying details changed. Methodology and results are real.

Get an outcome like the one above

Drop your name and email — we'll schedule a free 30-minute consultation.

Your answers travel with you to the consultation page.

Common questions

Everything you'd ask before booking

Specific to Operational Excellence Workshops — scheduling, format, prerequisites, and what to expect.

  • No prior certification is required. Operational Excellence Workshops is built so anyone in the room — from frontline operators to senior leaders — can contribute on day one. We meet your team at their current level and build from there.

  • Standard duration is 2–3 days + rollout coaching. Schedules are flexible — full days, half-days, or split across weeks to fit your operations. We finalize the cadence with your sponsor before booking so it works around real production and staffing constraints.

  • Yes — delivery is hybrid. Onsite is best when the work is physical or floor-walks add value. Remote works well for office, knowledge, and multi-site teams. Hybrid (a facilitator onsite plus remote breakouts) is increasingly common for distributed organizations.

  • Operations leaders, Plant managers, Department heads get the most out of it. We strongly recommend including an executive sponsor for the kickoff and close-out — alignment at that level is what turns workshop output into real change.

  • Most teams identify quick wins during the workshop itself and deliver a daily management system tailored to your operation within 30–90 days. Larger structural improvements typically land within one to two quarters once the control plan is in place.

  • Yes. Every engagement starts with a short scoping call to tailor examples, exercises, and templates to your industry, your terminology, and the specific processes you want to improve. Generic case studies don't make it into the room.

  • Facilitation by a Master Black Belt, all materials and templates, a documented output (current-state map, charter, A3, or control plan depending on the workshop), and a 30/60/90-day follow-through plan. We can also bundle coaching for project leaders if you want execution support.

  • Typical cohorts run 8–20 people for hands-on workshops and up to 30 for training-style sessions. Smaller groups go deeper; larger groups build wider capability. We'll recommend a size based on your goal during the consultation.

Still have a question we didn't cover?

Ask it on a free 30-minute consultation — no pressure, no commitment.

Ask on a free call
30-second pre-booking

Tell us 3 things — we'll tailor the consultation

Skip the back-and-forth. Answer 3 quick questions and your responses come with you to the consultation page — already filled in.

We'll prioritize proof from organizations like yours in the carousel below.

Your answers travel with you — no data sent yet. You confirm on the next page.

Start with a free consultation

Tell us what you're trying to improve. We'll recommend the right path — training, workshop, or consulting engagement.