Operational Excellence Program
Most leaders don’t struggle with ideas, they struggle with execution.
The Operational Excellence Program is a hands-on, 3-part workshop series designed to help mission-driven teams move from scattered efforts to aligned momentum.
Whether you’re scaling your company, launching a new initiative, or just feeling the weight of disorganization, this program gives you the structure, systems, and clarity to move forward.
What's Included
Workshop 1: Introduction to Organizational Operating Systems
We’ll reframe how you think about issues in your organization—shifting from “people problems” to system-level solutions.
INCLUDES: Access to our Organizational Health Assessment and a copy of the book: At The Heart of Work
Workshop 2: Building Your Compass
Your team’s guiding light. We’ll help you define your mission, beliefs, core values, and key vitals—all in one clear, 3-page strategic plan.
INCLUDES: Editable templates to help build your unique Compass
Workshop 3: Implementing Your Org OS
Now it’s time to make it real. We’ll walk through how to set goals, track progress, and create consistent strategic rhythms that work—quarterly offsites, weekly meetings, scorecards, and more.
INCLUDES: Tools and templates for planning, OKRs, and meeting structures that stick
Who This Is For
This program is designed for founders, executive teams, and mission-driven leaders who are ready to take their organization to the next level—but feel stuck in the day-to-day.
You might be:
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Scaling fast and realizing your current systems won’t get you where you’re going
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Leading a passionate team that lacks structure or clear priorities
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Feeling the weight of every decision and wish your team could lead with more confidence
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Tired of disconnected meetings, scattered goals, and no rhythm to your strategy
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Building something meaningful and want to make sure it actually lasts
If you're craving more clarity, consistency, and momentum in how your organization runs—this is for you.
What Clients Are Saying:
“Demystified corporate practices for a solopreneur, Excellent content for the solopreneur and the corporate world.”
- Daniel Pizana, Founder of PayMyLawyer
“Very informative, great roadmap and framework, very engaging, very specific, exceptional”
- Jose Uribe, Founder of Where2goTX
“Great, deep content for a young startup delivered in an easy to understand format.”
William Brown, Founder of Embedded
“Phillip makes sure he answers all the questions as they come and is open to dialogue sharing valuable personal experience.”
Carlos Ramirez, Founder of Shopping Ecosystems