The Pathway to Excellence: How to lead and assess organizational transformation

March 26, 2024 | 8:00 am to March 27, 2024 | 4:00 pm
Eastern Time
Contact AME: 224-232-5980 |
Member Fee: $895
Non-Member Fee: $995
Consortia Member Fee: $795


Crown Equipment Corporation
East State Road 240
Greencastle, Indiana


Learn how to improve the ability to ‘see’ and assess a pathway to excellence in a real-world setting.

How effective is your organization’s approach to enterprise excellence; is it as good as they think? How well can you “see,” evaluate, and assess continuous improvement efforts and opportunities in your organization? How well does your senior leadership see it? What does world-class operational excellence look like, and what next steps will accelerate your organization on this pathway to excellence? It takes experience and practice to understand the depth and breadth of highly effective improvement practices and to learn to see what is happening beneath the surface.

This 2-day in-person workshop will improve transformational change leaders’ capabilities to assess enterprise excellence more effectively. Participants will walk away with a deeper understanding of what highly effective improvement practices look like and augment their skills to more effectively assess and communicate the actual reality of their organization’s level of operational excellence and improvement maturity.

Using the AME Lean Sensei® assessment tool as the framework, participants will be challenged to “see” improvement capabilities through the AME pathway to excellence lens. Participants will strengthen their assessment skills through the evaluation of a case study of a company with highly effective improvement practices, plus two real-world ‘go and see’ activities where assessment teams practice assessing at the host facility (Crown Equipment Corporation).

Participants will be coached by seasoned AME pathway to excellence examiners on how to see and gauge an organization’s improvement practices. The assessment skills taught in this workshop can be applied to any organizational transformation assessment framework currently used by the participants’ company, as well as enable more effective assessment using the AME Lean Sensei® tool (available in two versions – general manufacturing and healthcare-specific).

The workshop increases participants’ abilities to engage their senior leadership and, move their organization forward on a pathway to excellence, and improve their effectiveness as change leaders.  The AME Lean Sensei® provides a different perspective than most internal assessment instruments, with its focus on assessing how the organization goes about the business of improvement.


Crown is one of the world’s largest material handling companies with a reputation for award-winning product design, advanced engineering and technology, and superior after-sale service. Crown’s business philosophy utilizes vertically integrated processes to design, manufacture and distribute forward-thinking, innovative solutions that improve customers’ productivity and operating efficiency. Crown produces a broad range of forklifts and automation and fleet management technologies. To learn more about Crown’s ideas for helping customers advance the productivity of their operations, visit


Michael Bremer serves on the AME Management Team as the vice president of awards. He is the retired president of the Cumberland Group, a consulting organization established in 1991 to coach companies on effective improvement practices. He is also a past national board member of AME and the author of several books on performance improvement, including “How to Do a Gemba Walk,” a Shingo Research & Professional Publication Award recipient. Bremer leads AME’s Excellence Award Council and was a 2019 Mac McCulloch Lifetime Achievement Award recipient.


Day 1 - Tuesday,  March 26, 2024

  • Welcome and introductions
  • AME definition of excellence: What language are we speaking
  • Roles, responsibilities, and standard work for assessors
  • Case study: Hands-on practice assessing using applicant documents
  • Host site tour in preparation for day 2 Gemba activities

Day 2 - Wednesday, March 27, 2024

  • Recap from day 1
  • Conducting an effective site assessment
  • Asking the right questions: Role-playing
  • Quick look at one more assessment tool – AME Lean Sensei®
  • Host Site overview as it relates to Gemba activities
  • Hands-on practice: #1
  • Go and see within the host site as assigned
  • Confer and develop scores, strengths, and opportunities
  • Report out
  • Hands-on practice: #2
  • Go and see within the host site as assigned
  • Confer and develop scores, strengths, and opportunities
  • Report out
  • Developing a valuable feedback report
  • Verbal feedback to the host site
  • Q&A/Wrap-up

Upon completion of this workshop, attendees will be able to:

  • More deeply articulate what excellent improvement practices, management practices, and operational systems look like
  • Have more confidence in their assessment skills and capabilities
  • Give more actionable feedback and recommendations to their leadership for the next steps based on a pathway to excellence assessment
  • Use the AME Lean Sensei® self-assessment instrument and apply lessons learned to improve or augment their organization’s current assessment tools
  • Leverage the AME Excellence Award criteria and the pathway to excellence framework to elevate improvement practices in any organization
  • C-level executives and operational leaders
  • Change leaders responsible for lean and operational excellence transformation
  • Individuals interested in improving their ability to assess their organization’s current state and determine the next steps on the pathway to excellence

We strive to host events that are inclusive and accessible to everyone to fully participate and engage. Please email if you have any questions.

If you are not already a member of AME, we invite you to join at this time. Membership benefits include complimentary and discounted event registrations throughout the entire year. To learn more about membership benefits, please visit here.

By registering for this event, I hereby acknowledge and agree that AME or its agents may take photographs of me during events and may use those photographs for AME’s purposes, including but not limited to news and promotional purposes, without further compensation to me.

Cancelation Policy: This event may be canceled by AME for any reason. AME is not responsible for incidental costs incurred by registrants. For paid events, registration fee less a $20 administration fee will be refunded up to one week before the event. Substitutions may be made up to three days prior to the start of the workshop.