Included in this course:

  • Downloadable Templates & Worksheets

    Continue to practice what you learn even after you complete the course.

  • Built-in Quizzes

    Test your knowledge and retention as you go.

  • CE Credits

    CE credits and certificate of completion are available to help you maintain your licenses.

Learning Objectives

At the end of this session you will be able to:

  • Describe the difference between principle-based and tool-based organizational evolution

  • Define the principles of organizational excellence

  • Discuss the models for acceleration and sustainability of organizational evolution

  • Apply the principles to your leadership behaviors

  • Experiment with a methodology for building principle-based systems

Why wait?

Learn to integrate tools, systems, and principles today!

If you prefer to pay by invoice email us at

We will contact you within one business day to begin the invoicing process.

Course curriculum

  • 2

    Chapter #1-Understanding the Current Climate

    • Before we begin...

    • Developing Climate for Growth

    • It's Like Riding a Backwards Bike

    • Understanding Our Current Bias

    • Making Your Current Thinking Visual

    • Chapter #1 Understanding the Current Climate Quiz

    • Instructional Video- Creating Your Mental Map

    • Practice Activity - Creating Your Mental Map

  • 3

    Chapter #2-Culture Climate Change Cycle

    • What Is Your Purpose?

    • Relationship Of Climate And Culture

    • Climate Culture Change Cycle

    • Chapter #2 Culture Climate Change Cycle Quiz

    • Reflections On Climate Culture Change Cycle and Optional Activity Instructions

  • 4

    Chapter #3- Introduction to the Shingo Model

    • Pre-read for Lesson 1 - The Shingo Model

    • Introduction To The Shingo Model

    • When the Journey Begins with Tools

    • Starting With Purpose And Principles

    • Wrap Up on the Shingo Model and Next Steps

    • Chapter #3 Introduction to the Shingo Model Quiz

    • Practice Activity - How Does Your Organization See Improvement?

  • 5

    Chapter #4-Principles of Organizational Excellence

    • Introduction to the Guiding Principles of Organizational Excellence

    • Align Enable and Improve

    • Can You Answer These Five Questions: Torrance Memorial Medical Center Article

    • Principles and Consequences

    • Consequences Worksheet

    • Wrap-Up on Principles of Organizational Excellence

    • Chapter #4 Principles of Organizational Excellence Quiz

  • 6

    Chapter #5-Defining Organizational Behaviors

    • Behaviors Demonstrate Principles

    • Organization Ideal Behaviors

    • How Health Care Systems can Effectively Manage Process

    • Defining Organizational Behaviors

    • Chapter 5 Wrap-Up

    • Chapter #5 Defining Organizational Behaviors Quiz

    • Activity: Identifying Ideal Behaviors Across the Organization

  • 7

    Chapter #6-Defining Individual Behaviors

    • Embracing Behaviors

    • Typical Day Behaviors and Tasks

    • Leadership Behaviors

    • Identifying Individual Behaviors

    • Identifying Individual Behaviors Worksheet

    • Chapter 6 Wrap Up and Practice Activity

    • Chapter #6 Defining Individual Behaviors Quiz

  • 8

    Chapter #7- Anchoring Principles Into Operational Systems

    • Connecting Organizational Excellence and Culture/Climate change cycle

    • Designing a System Using Principles

    • Chapter 7 Wrap-up

    • Chapter #7 Anchoring Principles Into Operational Systems Quiz

    • Activity: Designing a System Using Principles

  • 9

    Chapter #8-Key Behavior Indicators

    • How Do We Know We Are Improving?

    • Balanced Performance

    • Anchoring Behaviors into Systems

    • Practice Activity Anchoring Behaviors into Systems

    • Chapter 8 Wrap Up

    • Chapter #8 Key Behavior Indicators Quiz

  • 10

    Next steps

    • Evaluation

    • Thank you


Director of Education

Karen Flom

Karen is the Director of Education where she is responsible for the development of curriculum and educational services. In her role, she works with healthcare organizations to understand their current state and design a transformation journey roadmap to help them reach their goals of attaining operational excellence. Karen joined Catalysis after 20 plus years at healthcare organizations, including ThedaCare where she worked in process improvement and operations in both clinical and hospital settings. During that time, she served on the steering team and piloted the initial development of ThedaCare’s lean management system created to support leaders to better understand their business, develop strong collaborative teams, and create visual management to see and improve performance. You can read about her integral role in the development of ThedaCare’s lean management system in the book Beyond Heroes, by Kim Barnas. Prior to joining our team, Karen served as faculty for Catalysis where she worked with healthcare organizations across North America.

Network Manager

Chris Weisbrod

Chris works closely with Catalysis Healthcare Value Network member organizations to help them assess their current state and develop a plan to reach their transformation goals. He facilitates opportunities for CHVN members to learn, share, and connect with one another. Chris also serves as a Catalysis faculty member, teaching healthcare leaders from around the world about the principles of operational excellence and how they are the foundation for a lean transformation. He previously held various operations leadership and lean deployment positions at Akron Children’s Hospital in Ohio, where he worked with teams to implement several projects and programs to instill a culture of continuous process improvement throughout the organization. Chris received his Bachelors Degree in Communications from The University of Toledo, his Master of Business Administration from Ashland University and his Master Business Operational Excellence from The Ohio State University.