AME definition of excellence workshop

February 24, 2020 | 7:30 am to February 25, 2020 | 4:30 pm
Contact AME: 224-232-5980 |
Member Fee: $495
Non-Member Fee: $645


O.C. Tanner
930 S. State St.
Salt Lake City, Utah

Aligning and Strengthening Capabilities to Assess Improvement Effectiveness using the AME Excellence Award Criteria

This workshop is designed to teach people how to more effectively assess improvement effectiveness in any organization. Much of lean involves learning to see, and in this workshop, participants will be challenged to see through the AME Excellence lens — using a redesigned assessor case study followed by two real world “go and see” activities where we’ll practice assessing at the award-winning O.C. Tanner facility. Participants will be coached by seasoned examiners on how to see and gauge an organization’s improvement practices. The workshop is built around AME’s Excellence Award criteria and introduces participants to AME’s free Lean Sensei™ self-assessment instrument. 

  • Upon completion of this workshop, attendees will also be able to:
  • Understand how to apply for the AME Excellence Award and develop a site-visit-worthy achievement report.
  • Utilize the AME Excellence Award criteria to elevate improvement practices in an organization.
  • Use the criteria and/or the Lean Sensei™ self-assessment instrument. 
  • Understand how achievement reports are evaluated and scored under the AME model.
  • Be more confident in their assessment capabilities.

This new, two-day workshop is divided into two key blocks:

Day 1: Classroom and case study
Day 2: Hands-on, real-world assessment practice

The Day 1 segment introduces AME's definition of excellence and delves into the assessment framework and key documents and tools that support the assessment process. In the afternoon, participants will discuss and score segments of a case study that is a sample AME Excellence Award application. Attendees will gain valuable information about what “excellence” looks like based on the AME Excellence Award framework. They will also come away with a clear picture of how the free Lean Sensei™ self-assessment instrument can be leveraged to perform self-assessments. 

The Day 2 segment is focused  on "go and see" activities, with participants visiting assigned areas within O.C. Tanner to apply what was learned in Day 1. Attendees will go to the gemba to practice their assessing skills. After each gemba visit, time will be spent discussing and developing consensus scores and capturing key observed strengths and opportunities.

About the AME Excellence Award

The AME Excellence Award primarily recognizes North American manufacturing plants that have demonstrated excellence in manufacturing and business. The award acknowledges continuous improvement, best practices, creativity and innovation. Learn more about the award and how to apply here. 


Doug Carlberg is chairman and CEO of M2 Global. He has more than 35 years of experience in operations management in the electronics, telecommunication and defense industries. Prior to working at M2 Global, he was senior vice president of worldwide operations of Harris Corporation's Microwave Communications Division, winning many awards. Carlberg serves on the board of governors for The Shingo Prize and the AME Southwest Regional board of directors.


Pat Wardell is a senior consultant for the Greater Boston Manufacturing Partnership. She has many years of experiences as a lean practitioner/trainer/consultant and also serves as a member of the AME Excellence Award Council. In addition to being a lead assessor, she is one of a handful of people who have achieved the gold level of Lean Certification through the joint AME/SME/Shingo certification program.

  • Improve your ability to assess any organization’s excellence maturity level through completion of hands-on, guided "go and see" assessment activities at an award-winning site
  • Understand the AME Excellence Award criteria and annual award process
  • Learn how to use the criteria and the Lean Sensei™ instrument as self-assessment tools
  • Learn how Achievement Reports are evaluated and scored
  • Understand what assessors do during a site visit
  • Gain hands-on experience reviewing and scoring a sample Achievement Report
  • Become more confident if you are or plan to become an AME Excellence Award assessor
  • Anyone who wants to improve their enterprise excellence assessment capabilities
  • AME Excellence Award applicants or potential applicants
  • Individuals who are or wish to become AME Excellence Award examiners

Day 1 Segment:

  • Welcome and Introductions
  • Background on AME definition of excellence and the AME Excellence Award
  • Review of AME Excellence Award criteria
  • Overview of AME’s Excellence Award application process and timeline
  • Roles, responsibilities and standard work for assessors
  • Key applicant documents and their purpose
  • Case study: Hands-on practice assessing using applicant documents
  • Host site tour

Day 2 Segment:
Conducting an effective site assessment
Tips for going to gemba
Asking the right questions: role playing
Developing a valuable feedback report
Host site overview as it relates to gemba activities
Hands-on practice: "go and see" #1
Hands-on practice: "go and see" #2
Verbal feedback to host site


You can become an AME member during the registration process for $150 per year and obtain the discounted AME member rate for this event. Your membership will also entitle you to a registration discount for all future AME conferences, seminars, workshops and webinars for one year. Additionally, you will receive a subscription to the award winning Target magazine and much more.

Payment or purchase order must be received by the AME office five days prior to the event start date. If no payment or PO number is received, you will be asked to pay with a credit card or check at the event before entry.

Cancellation Policy: Enrollment fee less a $100 non-refundable registration charge 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.

Notes: This event may be cancelled by AME for any reason. AME is not responsible for incidental costs incurred by registrants. By registering for this meeting, 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.