Virtual Education Modules

Virtual Education and Practice Modules 

Virtual training, with immediate practice applying the education can be an effective way to learn and gain new skills. These live 2-hour education and practice modules, listed below, are available to help you gain more knowledge and skills and continually improve performance.

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Advanced Facilitation

Come learn, practice, and gain methods and techniques to effectively facilitate teams.

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Annual Improvement Planning

imp-plnParticipants will develop knowledge and skills to effectively and efficiently facilitate the organization’s annual improvement plan. The course includes evaluating organization data & information (Customer, Organization, Work Processes, Culture, Learnings); creating the Improvement Plan; cascading the plans to project teams; confirming the projects will achieve the goals; and establishing a Leadership team structure to guide the projects in testing, learning, and installing improvements.

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Basic Statistical Analysis

Develop knowledge and skills to effectively and efficiently evaluate data to better understand a problem.

Training and coaching spans from basic statistics.

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Helping Others Embrace Change

Develop knowledge and skills to understand the concepts of change, identify techniques to help and begin apply techniques to your change.

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Cultural Diagnosis

Are you seeking to create an organization culture where everyone is actively solving problems and improving the organization’s outcomes and performance every day? In this training, you will learn the organizational elements needed to be in place to create this culture, complete your organization’s diagnosis, learn how to apply the diagnosis results in your annual improvement plans, and how to help teams effectively achieve the plans.

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Design for Excellence - Df(x)

Develop knowledge and skills to effectively and efficiently design a new product or process.

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Flow / Kanban

Develop knowledge and skills to effectively and efficiently assist teams in using Kanbans and visual controls to pKanbanull products or information through a process so that it Flows one unit at a time (or minimum batch size), at a formulated and balanced rate; without wait time, queue time, or other delays.

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Failure Mode Effect Analysis (FMEA)

Develop knowledge and skills to effectively and efficiently assist teams in using Failure Mode Effect Analysis to identify and anticipate potential failures of a product or process and their effects, in order to address them before they happen.

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FMEA Introduction

Foundational Improvement

Develop knowledge and skills in foundational continual improvement methods such as Active Communication Skills, Goal Setting, Gathering Practical Knowledge, Measurement.

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Individual Contributor - CI for Everyone

improvement cycle

In a culture of improvement, everyone should have skills in seeing the opportunities (aka problems), using the problem solving process and implementing solutions. This “Individual Contributor / Lean Six Sigma Yellow Belt ” course prepares every member of the organization to complete personal improvement activities and enable them to participate in team improvement activities that target larger opportunities.

Goal of Continuous Improvement for Every Individual Contributor:

Using the Tell/Show/Do/Recycle learning approach, participants will learn several Continuous Improvement (Lean Six Sigma and Quality) techniques followed by immediate application on their own work problem. They will learn and apply the improvement cycle phases of establishing goals and measures; using data, identifying waste & value to understand the opportunities in current activities; performing cause and effect analysis to determine the root of the problems and identify solutions; testing and installing solutions.


  • Problems are eliminated rather than reoccurring.
  • More opportunities are identified, evaluated, and solutions implemented for individual or small team workplace and work processes.
  • The rate of improvement benefits in daily activities is increased.
  • Effectiveness of solutions is increased.
  • You can better participate in larger improvement projects and events.
  • Participation in this training & completion of a project = Continuous Improvement YELLOW Belt CERTIFICATION.

Agenda & Learning Objectives:

12-hours of interactive education

  • The what and how of continual improvement and the improvement cycle.
  • The components of a good goal statement and measures of success.
  • How to use the concepts of Waste/Value to better understand current activities.
  • The approach to determine the root causes of problems.
  • How to test potential solutions and effectively install the solutions to achieve the improvements.


  1.  Continual Quality Improvement Cycle
  2.  Working with Others communication
  3.  Goal Setting and Measures 
  4. Understanding the Current State
  5. Cause & Effect Analysis using 5 Whys
  6. Testing and Installing Solutions

Prerequisites (recommended, not required): Introduction to Improvement: “Seeing the Possible” Course

Introduction to Improvement: Seeing the Possible

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Gain an understanding of the process used for continual improvement and some of its methods helps. Start to learn how value can be increased and waste decreased is even better. Perhaps most importantly, experience firsthand how much positive change can be made in a short period of time.  

Goal of Introduction to Continuous Improvement:

Using a hands-on simulation, participants will receive a basic understanding of the continuous improvement approach, how to see waste and value in your work process, methods that help you improve, and the degree to which positive change and benefits are possible.


  • Energy and excitement to create measurable improvements
  • Understanding of the what and how of continuous improvement and the improvement cycle
  • Appreciation of the degree of change and benefits that are truly possible when applying improvement
  • Understanding and ability to identify the concepts of improvement (Waste/Value, Improvement Methods, and some examples of their use)
  • Prepared for additional improvement training and participation in activities such as improvement events
  • Participation in this course = Continuous Improvement WHITE Belt CERTIFICATION.

Agenda & Learning Objectives:

4-hours virtually or 8-hours (with hands-on simulation) education (tell, show, do, recycle framework including application via simulation and role play)

  1. Goal of CQI and its key elements
  2. Identifying opportunities: Waste and Value
  3. The what and how of the Improvement Cycle
  4. See how CQI Methods help make improvements
  5. Appreciate the degree of Benefits possible
Innovation Process & Methods

Innovation can be transforming – It can create sizable results for customers and stakeholders and even fun for the team! Unfortunately, a significant number of innovation attempts fail (rates of failure are reported by multiple sources from 30% to 80%). Fortunately, lessons have been learned from the success and failures for others to benefit.  This course focuses on the Innovation process and the utilization of improvement methods to create new and innovative products, services, and processes.

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Kaizen Process

Tired of working 6 months, 9 months, a year to see the benefits of solving a work process problem?  Want an information-based improvement method that steps you through all phases of the improvement cycle?  How about engaging and energizing your work teams?  This “Kaizen* Event Skills and Process” course teaches the process and techniques to involve the team in solving problems and implementing solutions often within one week!

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Leaders - Leading a Culture of Improvement

High performing organizations are all about engaging and empowering everyone in actively improving their workplace and work processes every day, in order to achieve sustainable success beyond historical norms and what is even thought possible. An essential key to your organization’s success and the development of your most important resource – People, is through you as Leaders (anyone who observes and directs the work of others).

Goal of Leadership Education:

To understand the role, behaviors, and begin developing more knowledge, skills, and abilities of leaders in a high performing culture of improvement.


  • You can encourage, support, and lead the organization to an improvement rate greater than before and beyond what is thought possible!
  • Ability to explain the benefits of continuous improvement – What, Why, and How.
  • Understand and describe your organization’s current culture.
  • See the importance of our people and how to develop and engage them in meaningful ways.
  • Improved communication skills (from elevator speeches to 1-1).
  • Additional leadership problem solving methods, templates, and skills.
  • Increased leadership behaviors and personal skills that support and enable the culture.
  • Participation in this training & demonstrated application of skills and behaviors = Leadership Belt CERTIFICATION.

12-hours of interactive education

  1. Create a picture of a culture of improvement.
  2. Understand the importance of People in a culture of improvement.
  3. Understand the structure and resources needed.
  4. Understand the behaviors that support and enable the culture.
Lean Six Sigma Belts

Continual Improvement is the best of Lean, Six Sigma, Quality, People & Team, and Managing Change knowledge, skills, and abilities.

WHITE Belt information     YELLOW Belt information     GREEN Belt information     BLACK Belt information

Learn from the past, change the present, create the future

History repeats itself. WHY? Why do we experience the same situation or problem over again? Why are we not learning from mistakes? There is a better way! At the conclusion of an experience, event, project, or simply a meeting follow this 4-Step lessons learned method to analyze performance data, identify data-based reasons for performance (both good and bad), extract learnings, and create actions. Leverage the experiences and learning to create actions and accountability.

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Mistake Proofing (Poka Yoke)


Creating a high-performing work environment where human errors and defects are not accepted. Instead errors and defects are identified, and work processes redesigned to control and minimize the occurrence and effects of human error. This course will help develop knowledge and skills to effectively and efficiently facilitate the systematic Mistake Proofing approach to prevent defects associated with “human error” and avoid the costs resulting from those defects

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PHAB Accreditation / Re-accreditation

PHAB Accreditation / Re-accreditation Help & Support

We provide individual and communities of HDs with accreditation and re-accreditation support – here are a few approaches

  • “Promoting high performance using QI & Accreditation“
    • 5 hour workshop focused on creating foundation of accreditation: how it all fits together to create high performance 1. Quality Improvement – what, how, and why, benefits 2. Decomposition of accreditation domains
    • Read more: QI-Accred Introduction
  • Program “Implementing and Getting the Value of Accreditation”
    • 3 modules of community training
      • Module 1 – Creating the foundation of accreditation and Quality Improvement (QI)
      • Module 2 – QI Planning
      • Module 3 – Performance Management
    • One-on-one coaching time between each module
    • Read more: QI-Accred Program
  • Workshops “Progress Accreditation Domains & Standards Together”
    • Domain std by std (or sub-standard) – based on gaps/needs
    • Facilitate HD community workshops 4 hours – 1 day  – 2 days per
    • Collectively work through the standard and needed examples/outcome including definitions, structure, sharing references/examples/templates, actions
    • E.g.: Domain 9, Std 9.1.4 Customer feedback systems, actions, results; Domain 8, std 8.2 WFD plan; Domain 5, std 5.2 Strategic plan….
    • Read more: QI-Accred Workshops


Problem Solving & Solution Identification


Participants will develop knowledge and skills in using data and information to understand problem’s causes and effects and identify solutions that prevent problems from reoccurring.

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Process Installation

InstallDevelop knowledge and skills to effectively and efficiently install improvements so that you receive the expected results.

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Process Mapping

DSC_0943_edited-3Education and classroom practice is focused on the process mapping methods (Value Stream Mapping, Sub Process Mapping, Information Circles) and analyzing the value and waste of the work process.

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Product Development

Develop knowledge and skills to effectively and efficiently develop a new product and its work processes with minimal waste.  This method builds upon and uses many techniques, including process mapping, flow, kanbans, design for excellance.

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Project Leaders - Leading a Culture of Improvement

Develop knowledge and skills of lead improvement projects teams effectively and efficiently through the improvement cycle.  Training modules and application include Active Communication, Managing Change, Goal Setting and Measures, and the Improvement Cycle.

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Teams - Essentials for Participating in Culture of Improvement

PrISMDevelop knowledge and skills of improvement projects teams to effectively and efficiently through the improvement cycle.

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Quality Function Deployment (QFD)

Learn and apply the method, a relationship matrix (House of Quality), to align capabilities and goals with the wants and needs of the customer


  • Helps translate specific customer needs into product/service and process features and capabilities
  • Maximizes Customer Satisfaction (Positive Quality)
  • Focuses improvement and design efforts on the things that are important

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Quick Change with SMED

Quick Change with Single Minute Exchange of Die

Learn and apply methods and job aids to assist in changing processes from one task to another in the most efficient manner, minimizing the time required to prepare the workplace prior to conducting another activity.

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Six Sigma (black belt)

Develop knowledge and skills to effectively and efficiently lead teams through the six sigma method. Learn and apply detailed statistical analysis to decrease process defects and variation. 

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Standard Work Procedures

Processes with lots of variation and poor performance need standard work instructions. Creating the standards sets expectations and creates a calm consistency.

Learn how to create and document standard procedures to gain some immediate productivity. Teams have gained up to 20% productivity/capacity.

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Strategic & Annual Planning

Are you and everyone in the organization aligned and focused on achieving the vision, mission, and goals of the organization?

Are decisions based on data?

Are plans converted into actions and results?

Are actions completed, completed well?


Align long-term and short-term priorities, resources, and actions to achieve your organization’s goals using a data-based strategic and annual planning process.

The process uses team input and multiple data analyses (community, environment, customers, employees, financial, organization, and processes) along with a prioritized SWOT analysis to create 1) strategic initiatives with goals, measures, timelines, and resources; 2) Immediate interlocking to Annual Work Plans; 3) Team member activities and projects; and alignment of team and individual activities.

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Supervisors - Leading a Culture of Improvement

Develop the knowledge, skills, and abilities of supervisors (anyone with direct employee responsibilities); learn, practice, and apply techniques, methods and knowledge to create high performing work teams.

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System-wide Focus

System-wide thinking approach and templates will identify big changes that improve work processes and outcomes for all. It’s a Win-Win! This will help you identify where problems occur AND where they begin. Note, system-wide thinking will have you focusing beyond your areas of control. It will involve your customers, supporting departments, partners, and suppliers.

Goal of System-wide Focus:

To gain the knowledge and skills to evaluate and focus efforts that create systemwide understanding, alignment, and great changes.


  • Alignment to the system’s purpose.
  • System-wide maps that increase understanding and awareness of impact on one another.
    • Value Stream Map & Extended Value Stream Map
  • The skills to engage others in system-wide/supply chain thinking.
  • Accelerated improvements.
  • Bigger improvements that impacts everyone.
  • Find and address the root of problems (often upstream of experiencing the problem).

Agenda: Training & Application:  8 hours of interactive education and application.

  1. Systemwide thinking.
  2. Understanding the entire system.
  3. Evaluating the entire system.
  4. Using the systemwide evaluation to prioritize improvements.

Bring your process to create your own extended value stream in the training!

Team Huddles with Continual Improvement Systems

Focus and engage your team members in achieving goals, identifying problems (daily), joining in solving problems, and implementing improvements. Team Continual Improvement System™ (CIS™) process and huddling around the CIS™ board is a fantastic way to increase adoption of improvements more quickly and sustain more improvements longer.

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Develop knowledge and skills to effectively and efficiently assist teams in evaluating themselves and the techniques to aid the team in improving working relationships and results.

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Total Productive Maintenance

Learn and implement programs to proactively apply preventative maintenance processes to maximize the operational efficiency of equipment.

–Autonomous maintenance
–Planned and predictive maintenance
–Quality maintenance
–Focused improvement
–Early equipment management

Why, the benefits

  • Prevent delays and breakdowns
  • Reduce cost
  • Improve capacity
  • Increase Overall Equipment Effectiveness (OEE)

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Value Engineering

Develop knowledge and skills to effectively and efficiently evaluate and challenge the value of every aspect in a product.  Value Engineering seeks to eliminate the “More Than Needed” form of waste.

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Working with Others

This course teaches participants how to effectively communicate (either in verbal or written form), create a more positive working relationship with peers, and decrease the waste of rework because we did not truly understand each other.

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5 S / Workplace Organization

5SsDevelop knowledge and skills to effectively and efficiently facilitate a 5S event including confirming and preparing the team, performing the event, and institutionalizing improvements.

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VR/HS Accreditation-CQI Support Packs

Utilize the strong bond between Vital Records / Health Statistics Accreditation and Continual quality improvement to understand, prioritize, decrease stress, and enjoy the accreditation journey. These 5 support packs can help


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