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Operational Excellence

Operational Excellence is a set of business principles, tools, and frameworks aimed to achieving sustainable improvement of key performance metrics. Much of this management philosophy is based on continuous improvement methodologies, such as Lean Management (or Lean Enterprise), Six Sigma, Kaizen, Hoshin Kanri, Balanced Scorecard, and Plan-Do-Check-Act (PDCA). The focus of Operational Excellence goes beyond the traditional event-based model of improvement toward a long-term change in organizational culture. Below, we have assembled a number of frameworks/guides developed by boutique consultancies focused on Operational Excellence.

These documents are all available on Flevy ([1] [2]), where you can find more similar documents.

Lean Management (or Lean Enterprise)

Lean Manufacturing
^ Browse all 160 slides

"Lean" is a management philosophy based on the Toyota Production System (TPS). With Lean Thinking, you will be able to enhance value for your customers by improving and smoothing the process flow and eliminating waste.
Lean Office
^ Browse all 163 slides

Lean Office is a management philosophy based on the Toyota Production System (TPS). With Lean Office, you will be able to enhance value for your customers by improving and smoothing administrative process flow and eliminating waste.
^ Browse all 187 slides

Kaizen strategy is the single most important concept in Japanese management - the key to successful Japanese companies such as Toyota. Kaizen, which means continuous improvement, is the foundation for all Lean improvements. Kaizen events are opportunities to make focused changes in the workplace.
$59   $39.50 
Lean - Standard or Standardized Work
^ Browse all 113 slides

This guide includes a History of Lean Manufacturing, Five Lean Principles, The Seven Wastes, Intro to Lean Standard Work, Basic Requirements, Step-by-Step Process using the Four Lean Standard Work Worksheets & Examples, Takt & Cycle Time, Work Balancing, Quick Changeovers, and Kanban Solutions.
Lean Thinking
^ Browse all 163 slides

Lean Thinking is a management philosophy based on the Toyota Production System (TPS). With Lean Thinking, you will be able to enhance value for your customers by improving service delivery and eliminating waste.
5S Techniques
^ Browse all 189 slides

The 5S workplace organization system applies a set of basic management principles that many companies widely adopt to maximize productivity and organization. As a cornerstone of Lean management, 5S improves workplace morale, safety and efficiency.

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Strategic Planning & Deployment

The frameworks and methodology documents included here focus on strategy deployment (i.e. strategy implementation), not strategy development and design. For the latter, have a look at our Business Strategy page.
Strategic Planning: Hoshin Kanri (Hoshin Planning)
^ Browse all 142 slides

Hoshin Kanri process is a strategy deployment methodology for defining long-range key entity objectives. Theis approach provides an extended period of time for the organization to focus its breakthrough effort, while continuously improving key daily business processes. It continues to be used by companies, such as Toyota, HP and Texas Instruments.
Strategic Planning - Hoshin Policy Deployment
^ Browse all 137 slides

This comprehensive toolkit covers the following topics: Strategy Planning, Organizing the Process, Current State Analysis (CSA), Strategic Vision Elements, Strategic Breakthrough Objectives, Strategic Initiatives and Tactics, Strategy Deployment Matrix, and Strategy Implementation and Review. It also includes an Excel-based Hoshin Kanri Strategy Deployment X-Matrix Template.
$59   $49.50 
Balanced Scorecard Deployment Process
^ Browse all 90 slides

This comprehensive toolkit covers the following topics: Balanced Scorecard History & Benefits, Four Dimensions of a Balanced Scorecard, Balanced Scorecard Development & Deployment Process, Balanced Scorecard Deployment Challenges & Resolution Strategies, Balanced Scorecard Template & Detailed Instructions, and Project Evaluation & Selection Matrix.
Benchmarking for Superior Performance
^ Browse all 241 slides

Benchmarking is the process of continually searching for the best methods, practices and processes, and adapting them to become the best of the best. This guide covers the benefits of benchmarking, various types of benchmarking, identifying what to benchmark, and provides a detailed step by step guidance on how to systematically carry out a benchmarking project based on the world-renown Xerox benchmarking model.

Quality Management & Assurance

Root Cause Analysis (RCA)
^ Browse all 91 slides

Root Cause Analysis seeks to identify the origin of a problem. It uses a specific set of steps, with tools such as the 5 Whys and Cause & Effect Diagram, to find the primary cause of the problem, so that you can determine what happened, why it happened and figure out what to do to prevent its recurrence.
Managing Effective Quality Audits
^ Browse all 161 slides

The ISO 9001 standard is increasingly being adopted by many organizations world-wide. Whether you are conducting an internal quality audit in your organization or preparing for an external audit, it is important that the auditing process is thorough, systematic and effective. You can use this guide to define your organization's internal audit SOP.
PDCA Problem Solving Technique & Tools
^ Browse all 198 slides

Many world class companies such as Toyota uses the Plan-Do-Check-Act (PDCA) problem solving process for relentless pursuit of continuous improvement. When combined with the basic quality tools, this approach identifies problems, analyzes root causes and generates solutions.
Total Quality Process (TQP)
^ Browse all 100 slides

Many quality improvement programs fail because they were not managed as a total process. Total Quality Process (TQP) teaches you how to approach quality or any change initiative as a company-wide effort. A process for total quality must comprise Quality Management and Quality Improvement.

Six Sigma

$59   $40.00 
Six Sigma Basics
^ Browse all 31 slides

This deck provides an overview of Six Sigma, include the tools and methodologies used in Six Sigma analysis. This training presentation has been adopted from the ones used at global consulting firms.
Six Sigma Overview
^ Browse all 124 slides

Developed by a certified Six Sigma Black Belt, this training presentation introduces you to the Six Sigma philosophy, methodology and tools and the infrastructure for successful Six Sigma deployment without delving too much into statistics.
$59   $39.50 
Six Sigma - Process Capability Study
^ Browse all 102 slides

Topics include: Creating and analyzing a Histogram, Basic Statistics & Product Capability, Statistical Process Control for Variable Data, Definitions of Process Capability Indices, Confidence Interval Analysis for Capability Indices, Capability Study for Non-Normal Distributed Processes.
$59   $49.50 
Six Sigma - Statistical Process Control (SPC)
^ Browse all 136 slides

Topics include: Six Sigma & Process Control, Histogram, Measures of Location & Variability, Process Control Charts, Process Control Limits, Out-of-Control Criteria, Sample Size & Frequency, Out-of-Control Action Plan, and 6 Workshop Exercises.

Other Operational Improvement Frameworks

Here are additional frameworks related to related topics, like Process Improvement and Organizational Effectiveness.
Scenario Planning
^ Browse all 25 slides
Value Chain Analysis
^ Browse all 18 slides
Soft Side of Change Management
^ Browse all 22 slides
Key Success Factors
^ Browse all 10 slides
Activity Based Costing
^ Browse all 31 slides
$59   $49 
Strategy Execution Toolkit
^ Browse all 47 slides
Cost Drivers Analysis
^ Browse all 18 slides
$39   $29 
McKinsey 7-S Strategy Model
^ Browse all 26 slides
Balanced Scorecard
^ Browse all 27 slides
$39   $25 
^ Browse all 21 slides

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