Learn to assess excellence: Strengthen your capability to better understand and assess improvement effectiveness

January 13, 2021 | 8:00 am to January 14, 2021 | 12:00 pm
Central Time
Contact AME: 224-232-5980 | conference@ame.org
Non-Member Fee: $149
Member Fee: $99

This workshop, split into two four-hour sessions, is designed to teach people how to more effectively assess improvement effectiveness in any organization. Much learning about lean involves learning to see, and in this workshop, participants will be challenged to see through the AME Excellence lens, using the AME Lean Sensei® assessment tool and a redesigned assessor case study in order to practice assessing skills. 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 the free AME Lean Sensei® self-assessment instrument. 

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

  • Be more confident in their assessment capabilities
  • Utilize the AME Excellence Award criteria to elevate improvement practices in any organization
  • Use the AME Lean Sensei® self-assessment instrument
  • Understand how the AME model outlines how to assess and evaluate an organization’s lean efforts

"The assessor training was an incredible value for our team. It is so difficult to aim for excellence without being able to assess our current state. We had four of our senior leaders attend and wish we had our whole team with us. Being able to be present with and learn from the industry leading assessors and to start to see with their eyes how to look past the surface for the system was a huge benefit."
-Marc Braun, President, Cambridge Air Solutions

"The workshop gave me a new perspective on how to organize an excellence assessment, and structure the execution. It was really pragmatic and action-oriented so I could apply the lessons right away in my work with customers. Really enjoyed the interactive nature of the presenters and attendees."
-Ralf VonSosen, CMO & SVP of Sales, Rever, Inc.

"The Learning to Assess Excellence not only teaches the mechanics of how to perform a thorough assessment, but more importantly, helps you attain the right mindset to constructively assess an organization."
-Paul Waterman, 
Director, Global Operational Performance & Analytics, KARL STORZ Endovision


Doug Carlberg is chairman and CEO of M2 Global Inc., and a member of the AME Excellence Award Council. He has more than 35 years of operations management experience in the electronics, telecommunications and defense industries. He previously served as senior vice president of worldwide operations at Harris Corporation’s Microwave Communications Division, which received many awards. Carlberg serves on the advisory board for The Shingo Prize and on the board of directors for the AME Southwestern Region.



Pat Wardwell is owner of Pt. North Ventures, LLC and a senior consultant for the Greater Boston Manufacturing Partnership. She has over 30 years of experience as a lean practitioner/assessor/trainer/consultant and 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. 


Day One (Hours 1-4):

  • Welcome and introductions
  • Background on the AME Excellence Award framework
  • Review of AME Excellence Award criteria
  • Introduction to the AME Lean Sensei® self-assessment tool
  • Roles, responsibilities and expectations for assessors
  • Key assessment documents and their purpose
  • Conducting an effective site assessment
  • Tips for going to gemba
  • Asking the right questions: role playing

Day Two (Hours 5-8):

  • Case study: Multiple iterations of hands-on practice assessing and scoring using typical applicant documents
  • Developing and delivering valuable
  • Feedback Q&A/Wrap-up
  • Improve your ability to assess any organization’s excellence maturity level through completion of hands-on, guided assessment activities
  • Understand the AME Excellence framework and assessment process
  • Learn how to use the criteria and the AME Lean Sensei® instrument as self-assessment tools
  • Understand how AME assessors go about assessing for organizational excellence
  • Gain hands-on experience reviewing and scoring a sample achievement report
  • Calibrate your assessment thinking and become more confident in your own assessment skills

Anyone who wants to improve their enterprise excellence assessment capabilities
Lean leaders and facilitators


To fully participate in this virtual event, a high-speed internet connection, speaker/headphones, microphone and webcam are needed. While not required, you will have a better online experience if you do not use wireless internet service. A wired/ethernet connection will have a stronger signal than wireless. Make sure you download the Zoom Client for Meetings desktop application for the best experience. Do not use the version available through your web browser as it has limited features. https://zoom.us/download


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.

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 canceled 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.