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TRAITS OF A SUCCESSFUL

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OPEX IMPLEMENTATION

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Tim Healey, Co-author
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Senior Faculty Member
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Institute for Operational Excellence

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© 2017 Institute for Operational Excellence

UPCOMING

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• Opex Webinar 1st September

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• Live Training in Anaheim,CA

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October 16th – 19th
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• Live Online Coaching
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• Getting in touch with us
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Thealey@instituteopex.org
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© 2017 Institute for Operational Excellence

PHILOSOPHY & STRATEGY

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• Philosophy: This is all about

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growing the business

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– Do you have a philosophy behind
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this?

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– Is it the wrong one?* RED FLAGS
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• Does this feed a strategy?

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– Using Opex as a strategy

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– The tools are the tactics

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*Try to pick one that people actually care about…. really

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LEADERSHIP

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• The obvious:

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– Do you have support?

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– At what level?

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– Is the support actually flowing all the
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way down?

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– Are leaders genuine or not?
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– Are leaders showing up?
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– Potentially the biggest red flag ever

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• The right kind of knowledge for

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leadership
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ENGAGED PROJECT TEAM

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• Do they want to be there or have

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they drawn the short straw?

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• How will you see this:
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– Questions during training

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– Names on implementation plans
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– Interaction outside of team events

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• Is it worth being there…. This

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relates to the leadership

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© 2017 Institute for Operational Excellence

DISPERSING THE KNOWLEDGE

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• The project team is small

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• How will you communicate with all

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who interact?
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• If the effort remains isolated… It
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will remain isolated
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• Small is a great way to start, but it

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should be spreading…
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© 2017 Institute for Operational Excellence

MEASURING THE IMPACT

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• Are you measuring anything?*

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• Is it linked to the strategy we

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discussed?

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• Can we move the needle?
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• Do people care about what
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you’re measuring? Think about the

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people aspect too

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*This question is not as dumb as it sounds…. ASK IT REGULARLY

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MAKING IT A WAY OF LIFE

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• If it is making people’s lives better,

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they will keep doing it

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– Happier

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Less stressed
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– Going home on time

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Growing the business
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• All of the above are closely linked to
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your metrics
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• How do you get this message

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across?
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HAVING THE RIGHT MECHANICS

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• The value stream designs have to work – for the user

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and the customer

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• Do you have an actual design for how work should

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flow?

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• Have you followed a teachable, repeatable process

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for value stream design?

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• Do the results fit with your business objectives?
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• Is your value stream a burden?
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• Do you have an implementation plan?*

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• Do teams meet regularly during implementation?

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• Are you developing a vocabulary for value stream

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operation?
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*Again… Nowhere near as dumb as it sounds. Double check that one

© 2017 Institute for Operational Excellence

TIM HEALEY

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Specializes in teaching the principles of

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Operational Excellence in the business

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process sector in areas such as product

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development, finance, HR, engineering, and

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marketing. He has worked globally with
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organizations such as Parker Hannifin, United

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Technologies Corporation, Bayer Healthcare,

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and Curtiss Wright. Prior to joining the Institute,
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Tim served in various sales and marketing
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roles at H.J. Heinz and British American
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Tobacco.
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Contact Tim at
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Thealey@instituteopex.org
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