Operational Excellence in Your Office

A one-day workshop for professionals who want to create a seamless flow of work– eliminating status meetings, “reply all” email chains, work interruptions, and clarifying calls

Boston Marriott Copley Place
Boston, MA
August 27, 2019

companies who trust us with their teams
GM Financial
Fidelity Bank Ghana

Operational Excellence in Your Office is a one-day workshop that teaches the proven approach to streamline any business process and create autonomous flow – essential to driving measurable results. Attendees learn practical skills that:

  • eliminate interruptions that prevent work from being completed
  • enable quicker responses to customer requests
  • reduce time spent in meetings
  • end "status update" emails
  • seamlessly connect global offices and telecommuters

The result? Less interruptions, emails, meetings and other barriers that hinder high-performing employees from getting their work done on time.

This in-depth training is based on the book with the same name and is led by Tim Healey, the co-author and experienced OpEx advisor. In an academic environment, attendees learn from hands-on exercises, case studies, and instructor's real-world examples. Participants leave prepared with the knowledge of how to apply the nine guidelines for office flow and a checklist for implementation at their own firm. Our approach to operational transformation uses tested, proven principles developed by our expert instructors. Participants will learn innovative concepts including how to:

  • Develop accurate service families
  • Calculate takt capability
  • Eliminate shuffling and reprioritization of work
  • Create a guaranteed turnaround time for customer requests
  • Develop and utilize workflow cycles


This workshop is ideal for anyone seeking to improve operations in office environments in any industry, including:

Sales & Marketing

The principles learned will help you streamline communication with agencies, legal, upper management and other stakeholders for faster deployment of new initiatives that drive leads – and business growth.

Finance & Accounting

From auditing to account receivables OpEx can help global teams meet critical deadlines without chasing information, meetings, and endless email chains, ensuring continued compliance.

Human Resources

In today’s job market, companies need to act quickly to secure top talent and be equally responsive with business units and employees to drive retention. This training will show how to create a guaranteed response time for all HR processes.


Engineering departments constantly face complex design challenges, unpredictable change requests, and production issues. With this workshop, participants will learn to create a smooth flow even in the most complex environments.

Our Promise

You’ll walk away with a design process that can be applied to your own unique office environment, as well as proven methodologies to ditch the “tried it, doesn’t work” mentality and gain cultural momentum to make sure your improvement efforts stick.

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create a high-performance office

Operational Excellence in Your Office  - Boston 2019 Event Agenda

By designing your office to function seamlessly, you’ll gain a strategic advantage in capturing new business and increasing market share faster than your competitors. Stop the chaos in the office and see why you need to attend the industry’s premiere workshop for business processes.

what others say 


I really enjoyed the one-day OpEx in Your Office workshop. The in-class hands-on exercises were very helpful in learning to apply the complex concepts, even for those seasoned at value stream mapping. The instructor was knowledgeable and engaging while teaching the concepts and sharing examples to help clarify specific topics. The managers I recruited to attend from our site all have improvement projects that this training will benefit.

Russell Scott

Jacobs CI Manager and Lean Six Sigma MBB at Kennedy Space Center

This workshop on OpEx in the office was extremely beneficial and will certainly help my improvement efforts in business processes. The instructor was well-versed in the subject matter, the content was well-organized, and the group exercises were very valuable. And with solid examples from the real world, it was easy to understand how to apply the knowledge in my organization.

Kathy Rayborn

Assistant Vice President Enterprise Services, GM Financial

Excellent workshop! I appreciated the real-world application tips the instructor provided and the hands-on exercises.

Karina Major, BSN, RN

Senior Clinician, Complaint Handling and Safety Surveillance, Cordis Corporation, a Cardinal Health Company



We already utilize continuous improvement. Will this training benefit us?

Absolutely! Most attendees participate in an improvement program at their company. What you learn in this workshop can enhance your current CI program by providing you proven principles for your approach and enabling you to speak directly to the people doing the work, making it relevant to them.

In addition, numerous industry surveys cite education as a critical investment to achieve OpEx and transform any business. Training on the proper process for future state value stream design can help companies break through the improvement plateau and realize rapid results.

Why train with the Institute for Operational Excellence?

While other companies offer lean training, our options are for organizations who want to go a step further. That’s why we don’t teach how to facilitate brainstorming. Instead, we provide actionable, field-tested processes to achieve Operational Excellence featured in award-winning and bestselling books.

Join your peers from around the world at this event and experience why it’s different here, and why so many businesses continue to send employees to our classes for company-wide alignment and transformation.

I've heard of OpEx in manufacturing. Does it apply to the office as well?

Unlike manufacturing, where inventory moves through the factory, it’s hard to see information moving through the office. But it does and the principles of Operational Excellence still apply to create autonomous flow. The only difference is that there is a unique set of design guidelines specific to administrative processes.

When flow is designed using the principles and guidelines of OpEx, information moves from activity to activity along fixed pathways at preset, predefined times. That way, everyone knows what to work on next from the designed flow, and not from managers setting priorities and making decisions. The result is a high-performance office designed to increase market share, immediately and well into the future.



Boston Marriott Copley Place

Boston, MA
August 27, 2019

A leading destination in the heart of downtown Boston, the Boston Marriott Copley Place is perfect for exploring the city. Local shopping destinations include the stylish boutiques of Newbury Street, Copley Place Mall, and the Shops at Prudential Center, while nearby sporting venues make it easy to cheer on favorite teams at Fenway Park or TD Bank Garden.

Situated in Back Bay, one Massachusetts' most beloved neighborhoods

Boston Marriott Copley Place
110 Huntington Avenue
Boston, MA 02116 USA
Website: Boston Marriott Copley Place
Hotel Reservations: Get your exclusive discounted rate for attendees using this booking link or call Group Reservations at 877-901-2079. (Be sure to have event name and date handy or event code "OPE" when calling.)

Event attendees can take advantage of a special rate of $219 per night when they book their accommodations in our room block. Reservations made outside the room block will not receive this rate. The room block closes August 5, 2019, and the discounted rate will no longer be available. There is a limited amount of discounted rooms, we recommend early booking to avoid disappointment.

when results matter


All of our courses are led by the industry’s most experienced faculty, who are regularly published and invited to speak at top conferences globally. You’ll have direct access to these seasoned instructors with decades of experience, and hear firsthand how they’ve helped organizations successfully implement the concepts taught – even in some of the most difficult operations.

Tim Healey

Lead Trainer, OpEx Advisor & Author

Read Bio

create a high-performance office


Operational Excellence in Your Office Boston 2019 begins in:


Operational Excellence in Your Office


Enrollment includes:

  • Admission into this one-day workshop
  • Two books ($84 value): Beyond the Lean Office & Operational Excellence in Your Office
  • Participant Workbook
  • Materials to use during the session, including: value stream mapping paper and posters, icon sticky notes, and pencils
  • 25 how-to handouts for applying each guideline
  • Access to the online training course, Achieving Operational Excellence in the Office for one year (a $299 value)
  • Breakfast, lunch and refreshments during breaks
  • Certificate of Completion

Save Up to


For optimal results, send your entire team for training. Teams of three to five, save 10% off single registration with promotion code SMALLTEAM and teams of six or more save 15% with code BIGTEAM.

Pay securely with:

Operational Excellence in Your Office Training

Operational Excellence in Your Office - Boston 2019
August 27, 2019 | Boston, MA

Registration for this event has ended. A limited number of seats may still be available. Please contact us for details.

institute for operational excellence

About the Institute for Operational Excellence

The Institute for Operational Excellence is a recognized leader and expert resource for organizations and individuals who want to design their enterprise to achieve Operational Excellence. Our renowned faculty has helped hundreds of global companies – from startups to Fortune 500 firms – with a wide range of offerings, including training events, online teaching, conference presentations and informational articles.

Visit our official website.

PHOTO CREDITS: "Sunset On The Charles River" flickr photo by JefferyTurner https://flickr.com/photos/respres/33423660105 shared under a Creative Commons (BY) license

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