Transform Your Workforce
With The Operational Excellence Employee Training Program
Transform Your Workforce
With The Operational Excellence Employee Training Program
About The Program
The Operational Excellence Employee Training Program is structured with instructor-led sessions and hands-on activities, and is tailored to foster employee engagement and learning, rather than addressing broader executive leadership or strategic concerns that might fall outside the typical responsibilities of general staff. This focus helps businesses maximize the return on investment in their workforce by directly boosting the capabilities of their employees.
Why Invest In This Program?
This program was created for companies that wish to develop their employees to provide more value & deliver better results.
Employees who complete the Operational Excellence Training Program are more engaged, make better decisions, and better understand company operations and performance metrics.
This leads to improved performance and accelerated business growth.
Program Modules
- Qualitative Research Campaigns
- Employee Purpose & Key Relationships
- Product/Service Development
- Communication & Campaigns
- Sales & Screening Processes
- Customer Experience
- Team Development
- Operations, Part 1
- Operations, Part 2
- Departmental Finances, Technology, and AI
Program Details
24 hours of instructor-led classes
Live instruction (virtual or in-person)
Certificate of Completion
Pricing
$2995/participant
$1495/participant (20+ employees)
Course Content
Module 1 - Qualitative Research Campaigns
Instructor-Led: 3 Hours
Lesson 1 – Affected Party Analysis (1 hour)
- Introduction to Affected Party analysis
- Conducting a SWT (Strengths, Weaknesses, Trends) analysis for the role/department through the lens of company Affected Parties
- Role/impact analysis through the lens of Affected Parties
Lesson 1 outcome: Employees understand who is impacted by their role & performance.
Lesson 2 – The Qualitative Research Model (1 hour)
- Understanding the qualitative research model
- Qualitative research techniques
- Qualitative research campaigns
Lesson 2 outcome: Employees can identify creative solutions to business/departmental problems & challenges.
Comfort Break (0.5 hours)
Lesson 3 – Executing Research Campaigns & Analysing Research Data (1 hour)
- Conducting research campaigns & interviews
- Interpreting quantitative data from qualitative research findings
- Driving business results from qualitative research interviews
Lesson 3 outcome: Employees can execute campaigns to source creative solutions to business & departmental problems, identify opportunities for company growth, and take action based on qualitative research findings.
Activities & Exercises: 4 Hours
Employees will practice the skill sets and techniques learned in the theoretical component of the module, including:
- Booking & executing 5 research interviews (3 hours)
- Preparing an analysis of findings for Module 2 (1 hour)
Module 2 - Employee Purpose & Key Relationships
Instructor-Led: 3 Hours
Lesson 1 – Module 1 Debrief; Analyzing Qualitative Research Findings (0.5 hours)
- Analyzing qualitative & quantitative data gathered from research interviews
- Developing an action plan based on research findings
Lesson 1 outcome: Employees understand the strengths, weaknesses, and trends impacting their department/the company and the actions they can take to improve business results.
Lesson 2 – Mission, Vision, & Values (1 hour)
- Understanding mission, vision, & values statements
- Identifying natural talents & understanding skill development
- Using mission, vision, & values statements to develop a sense of purpose
Lesson 2 outcome: Employees develop a deeper sense of pride and performance regarding their role and are motivated to develop and use their talents for maximum impact.
Comfort Break (0.5 hours)
Lesson 3 – Ideal Company/Customer Profiles (0.75 hours)
- Introduction to Ideal Company/Customer Profiles
- Ideal Company/Customer Profile building templates, techniques, & tips
Lesson 3 outcome: Employees can contribute their unique perspective to help the company develop a deeper understanding of who the company serves and what’s important to those Affected Parties.
Lesson 4 – Decision Maker Avatars (0.75 hours)
- Introduction to Decision Maker Avatars
- Decision Maker Avatar building templates, techniques, & tips
Lesson 4 outcome: Employees understand the desires of key decision makers in varying contexts (at client companies, partner companies, different company departments, etc.)
Activities & Exercises: 2 Hours
Employees will practice the skill sets and techniques learned in the theoretical component of the module, including:
- Refining Ideal Company/Customer Profiles & Decision Maker Avatars with team members (2 hours)
Module 3 - Product/Service Development
Instructor-Led: 2 Hours
Lesson 1 – Introduction to Product/Service Development (1 hour)
- Introduction to the product/service development process & the “Value Equation”
- Identifying client problems and defining ideal client outcomes
- Developing improved solutions for clients through company products/services
Lesson 1 outcome: Employees understand the current value the company’s products/services provide to Affected Parties and can contribute to the development and improvement of company products/services.
Lesson 2 – Implementing & Communicating Product/Service Improvements (1 hour)
- Creating solution delivery vehicles & refining them into improved company products & services
- Incorporating scarcity, urgency, bonuses, guarantees, and compelling names into product/service offers
Lesson 2 outcome: Employees can help refine the value of the company’s core products/services and share company products/services in an irresistible way.
Activities & Exercises: 2 Hours
Employees will practice the skill sets and techniques learned in the theoretical component of the module, including:
- Team review of enhanced product/service offerings (2 hours)
Module 4 - Communication & Campaigns
Instructor-Led: 2 Hours
Lesson 1 – Communication Channels, Brand Assessments, & Campaigns (1 hour)
- Introduction to the Marketing Funnel & company communication channels
- Understanding the difference between Brand Development and Customer Acquisition
- Introduction to Brand Self-Assessment Tools
Lesson 1 outcome: Employees understand how to form relationships with ideal customers and their impact on the company's brand.
Lesson 2 – Brand Development & Customer Acquisition Campaigns (1 hour)
- A new take on marketing campaign development and social media strategy
- Contributing to Customer Acquisition Campaigns
- Scaling Customer Acquisition Strategies
Lesson 2 outcome: Employees gain a deeper understanding of how the company acquires customers and are able to positively contribute to Customer Acquisition Campaigns.
Activities & Exercises: 2 Hours
Employees will practice the skill sets and techniques learned in the theoretical component of the module, including:
- Team-wide business and brand development program brainstorm (2 hours)
Module 5 - Sales & Screening Processes
Instructor-Led: 2 Hours
Lesson 1 – Sales Skills Development (1 hour)
- Introduction to communicating and selling ideas, opportunities, & products/services
- Basic sales techniques
- Introduction to the client screening process
Lesson 1 outcome: Employees understand the impact sales skills have on their performance and learn core sales techniques they can use to attract new business and enroll colleagues into new ideas and initiatives.
Lesson 2 – Client Screening Processes (1 hour)
- Introduction to client screening processes
- Facilitating communication between sales & marketing
- Mapping customer journeys
Lesson 2 outcome: Employees understand how to maintain high standards for customer and partner acquisition and how to systematize company screening processes.
Activities & Exercises: 2 Hours
Employees will practice the skill sets and techniques learned in the theoretical component of the module, including:
- Sales conversations role playing (1 hour)
- Team-wide client screening process review (1 hour)
Module 6 - Customer Experience
Instructor-Led: 2 Hours
Lesson 1 – Customer Journeys (1 hour)
- Introduction to customer journeys and relationships
- Reviewing customer journey maps
- Implementing effectiveness & satisfaction Key Performance Indicators (KPIs) to customer journeys
Lesson 1 outcome: Employees can map and measure the effectiveness and satisfaction of customer journeys.
Lesson 2 – Customer Success (1 hour)
- Developing customer success programs
- Booking customer feedback conversations
- Improving customer success using data gathered from feedback conversations
Lesson 2 outcome: Employees can gather customer feedback and use the data they collect to improve the customer experience.
Activities & Exercises: 4 Hours
Employees will practice the skill sets and techniques learned in the theoretical component of the module, including:
- Booking & executing 5 customer feedback conversations (3 hours)
- Team-wide customer success program review (1 hour)
Module 7 - Team Development
Instructor-Led: 2 Hours
Lesson 1 – Employee Scorecards (1 hour)
- Introduction to employee scorecards and performance measurement
- Employee scorecard templates
Lesson 1 outcomes: Employees can measure and monitor performance in their role & help build performance guidelines for other roles in the company.
Lesson 2 – Contributing To Talent Development (1 hour)
- Talent acquisition basics
- Contributing to talent acquisition programs & employee screening
- Contributing to the onboarding process
- Co-creating performance improvement and talent development plans with management
Lesson 2 outcomes: Employees can positively contribute to the talent acquisition, onboarding, and development processes for their department and are motivated to focus on personal/professional growth.
Activities & Exercises: 1 Hour
Employees will practice the skill sets and techniques learned in the theoretical component of the module, including:
- Team-wide departmental talent plan review (1 hour)
Module 8 - Operations, Part 1
Instructor-Led: 2 Hours
Lesson 1 – Productive Meetings (1 hour)
- Introduction to productive meeting cadences and agenda templates
- Productive meeting guidelines and introduction to the role of Meeting Facilitator
Lesson 1 outcome: Employees understand the importance and impacts of having regularly scheduled meetings and can effectively facilitate productive team meetings.
Lesson 2 – Mapping & Measuring Core Processes (1 hour)
- Introduction to core process mapping
- Implementing metrics to core process maps
- Monitoring Key Performance Indicators (KPIs) & improving core processes
Lesson 2 outcome: Employees can objectively evaluate operations across all areas of their department/the business and can identify and suggest improvements to the processes integral to company operations.
Activities & Exercises: 3 Hours
Employees will practice the skill sets and techniques learned in the theoretical component of the module, including:
- Facilitating 1 meeting before Module 9 (1 hour)
- Team-wide core process map review (2 hours)
Module 9 - Operations, Part 2
Instructor-Led: 3 Hours
Lesson 1 – Time Management & Time Budgeting (1 hour)
- Time management systems
- Introduction to Time Budgeting
- Adding Time Budgets to Core Processes & using this data for talent planning
Lesson 1 outcome: Employees better understand how to manage their own time, how to budget time across company Core Processes, and understand the impacts of company Core Processes on employees.
Lesson 2 – Operational Checklists, Performance Dashboards, & Accountability (1 hour)
- Introduction to operational checklists
- Introduction to performance dashboards
- Instilling company-wide accountability
Lesson 2 outcome: Employees can craft an objective system to measure departmental performance across all areas of the business.
Comfort Break (0.5 hours)
Lesson 3 – Company Knowledge Bases (1 hour)
- Developing a company Knowledge Base
- Knowledge Base maintenance & improvements
- Enrolling team members into using the company Knowledge Base
Lesson 3 outcome: Employees can help create and maintain a database of all key information required to successfully operate the company and can hold their team members accountable to using and improving the company resource database from this point forward.
Activities & Exercises: 2 Hours
Employees will practice the skill sets and techniques learned in the theoretical component of the module, including:
- Refining & improving operational checklists & performance dashboards (1 hour)
- Team-wide review of Knowledge Base rollout plan (1 hour)
Module 10 - Departmental Finances, Technology, & AI
Instructor-Led: 3 Hours
Lesson 1 – Departmental Risk Mitigation, Investments, & Cash Flow (1 hour)
- Introduction to a new approach to company/departmental finances
- Understanding risk assessment & mitigation
- Understanding savvy company & departmental investments
- Contributing to risk-averse departmental cash flow strategies
Lesson 1 outcome: Employees understand risk, investment opportunities, and cash flow mechanics in their department/the entire company and can make better informed day-to-day decisions that will positively impact company profits.
Lesson 2 – Leveraging Software And Technology (1 hour)
- Understanding departmental software and technology
- Conducting software/technology assessments
- Contributing to departmental software/technology plans
Lesson 2 outcome: Employees understand the role software and technology plays in their department/the entire company, are motivated to gain the most value from software/technology, and can contribute to a software/technology plan for their department.
Comfort Break (0.5 hours)
Lesson 3 – Using Artificial Intelligence (AI) (1 hour)
- Introduction to “artificial intelligence”, Web3, and the future of the internet
- Understanding the business applications of these technological developments
- Conducting research using AI
- Leveraging AI for communication and copywriting
- Advanced AI software strategies
Lesson 3 outcome: Employees learn about current global technological shifts and how to use AI tools to positively impact their role and the company.
Activities & Exercises: 2 Hours
Employees will practice the skill sets and techniques learned in the theoretical component of the module, including:
- Refining & improving team-wide departmental risk assessment (1 hour)
- Refining a team-wide software/AI plan (1 hour)
What does an Operational Excellence Certification mean?
Employees who obtain an Operational Excellence Certification understand the role they play at their company and the impacts of meeting the objective performance metrics they have helped create for their role. They know how to find creative solutions to business problems, effectively communicate company value, deliver a remarkable customer experience, and positively impact company operations. An Operational Excellence Certification means the employee is motivated, engaged, and prepared to perform exceptionally in their role.
Instructor Bio
Dakota LaMarre helps business owners invest in their people and improve their companies. When delivering training programs, Dakota brings cohorts of employees through a transformative experience that helps them deliver improved results and gain more fulfillment from their work. His expertise includes operations, marketing, and talent development.