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COVID-19 RESPONSE: To help you manage through these challenging times, we invite you to join our Small Business "Community of Excellence." You and your employees will receive ongoing, year-round access to LEAN business optimization tools, training, and support at a significantly discounted monthly rate. Get started by clicking on the link below.







Sustainability, Growth & Resilience

Receive unlimited, organization-wide access to the LEAN Management tools, training, and support that your leaders and employees need to jump-start your company's transformation into a systematic, resilient, innovative and self-managed business

The Lean Scale-Up Community of Excellence consists of 4 key elements:

  1. LEAN Management Bootcamp
    A recurring management Bootcamp where you and your team can learn
    how to implement essential management practices recommended by the U.S. Baldrige Performance Excellence Framework for Businesses and Nonprofits.

  2. Implementers' Roundtable
    Membership in a monthly roundtable where your organization receives support, shares results, discusses blockers, and celebrates successes with a panel of peer-advisers


  3. Skills Training for Leaders and Staff
    A calendar of web-events for you and your team that explores important topics related to HR, Marketing, Accounting, Audits, Foundation Relations, SEO, and other requested subjects.


  4. Best Practices Sharing Collaborative
    An online community where member organizations can share knowledge, resources, and tools related to HR, Marketing, Accounting, Fundraising, and other areas of mutual interest.

The objective of all four Community of Excellence offerings is to help every member design and implement a clear roadmap for becoming a more systematic, sustainable, and scalable organization.

Your organization receives:

  • Unlimited organization-wide access to all online Bootcamp training and support sessions

  • Unlimited organization-wide access to all online Skills Training sessions

  • Unlimited organization-wide access to the "Lean Scale-Up" book for both leaders and staff

  • Unlimited organization-wide access to 10 customizable "Lean Scale-Up" management tools

  • Roundtable Membership for up to 3 of your organization's leaders and/or Implementers

  • Best Practices Sharing Platform access for up to 3 of your organization's leaders and/or Implementers

Invest just a few hours each week to free your time and help unlock (or unblock) the full potential of your business!

Here are a few results we helped leaders and their teams achieve:

  • 98% Customer Satisfaction

  • 100% Employee Engagement

  • 55% Increase in Productivity

  • 100% Strategies Implemented

  • 44% Increase in Clients Served

  • $250,000+ Annual Savings From Optimizing One Process

  • 37% Increase in A/R – Cash Collections

  • Grew from 3 to 7 Locations

  • 11x EBITDA Exit

  • 18x EBITDA Exit

What results would you like to achieve?

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The LEAN Management Bootcamp faithfully follows the simple, step-by-step optimization approach outlined in the "Lean Scale-Up" book

  • The Bootcamp is organized into nine individual online workshops

  • Each workshop focusses on building a critical element in your organization's "Lean Scale-Up" performance management system. To learn more about how the "Lean Scale-Up" system works:

  • Weekly Q&A sessions are offered to help you and your employees complete your homework assignments, (if needed)

  • Further support is provided by your monthly Implementer's Roundtable

  • The Bootcamp is offered four times a year. You and/or your staff can repeat the Bootcamp as often as you like. You can also use the Bootcamp to supplement onboarding new employees, interns, (and Board members)

The Bootcamp is comprised of the following nine sessions:

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What Do You Want to Achieve?

Introduction and Goal-Setting

Your team will use the Lean Scale-Up  "Wish-List Workbook" to define exactly what your organization wants to achieve by participating in the Accelerator.


Your team will also use the Baldrige 2020 Report to identify specific measurable outcomes related to increased customer satisfaction, employee engagement, product/service quality, productivity, strategic and financial results.

Success Score Assessment

Create Your Organization's Baseline Measurement

The ManageHub Success Score is a first of a kind, Baldrige-based assessment that helps measure the maturity of six organizational dimensions: Leadership, Strategy, Customer-Focus, Employees, Operations, and Results.

The six individual scores are aggregated into one Success Score that you can use to help predict your organization's chances of long-term success.


We will use this first assessment to track your organization's progress.


Identify Operational Gaps

Prepare Your Organization's "Business Model Map"

Your team will use the "Business Model Map Worksheet" to perform an insightful department-by-department and key-process gap analysis. They will use the worksheet to gather information related to:

  • Who performs what work

  • What systems (if any) automate the process

  • Issues and ideas for improving the process

  • Projects that might optimize the performance of each process

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Identify Management Gaps

Complete the "Management Systems Checklist"

Your team will use the Baldrige-based "Management Systems Checklist" to prioritize which of the 34 required management systems needs to be created or improved first. The 34 management systems are organized into 4 performance-management categories:

  • Operations Performance Management (8 required systems)

  • Workforce Performance Management (10 required systems)

  • Customer Performance Management (6 required systems)

  • Strategy & Risk Performance Management (10 required systems)

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Create a Prioritized Improvement Plan

Your team will refer to your completed Wish List Workbook, Business Model Map and Management Systems Checklist to create a prioritized improvement plan. Priorities will be determined by thoughtfully filtering all possible initiatives using a customized set of "Strategic Themes" and specific selection criteria created for your organization. For example, your organization's initiatives might be prioritized to minimize risk, increase quality, pursue innovation and/or improve customer satisfaction and retention.

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Implement Your Plan

Invite Relevant Employees to Participate

Session six is a milestone in your Lean Scale-Up Bootcamp. It is the week your organization begins to implement its prioritized improvement plan.

Your team will use the Lean Scale-Up "Accountability Meeting Worksheet" to invite relevant employees from across your organization to help manage improvement projects related to the work that they perform. Progress will be reported in weekly accountability meetings to resolve blockers, maintain momentum, and celebrate progress.

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Leadership Development

Engage Your People Using "Facilitated Management"

Your team will learn Lean Scale-up's "Facilitated Management" approach to monitor, support, encourage, report and recognize the progress made by individuals and project teams.


"Facilitated Management" is critical to institutionalize a culture of employee-powered continuous improvement.

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Team Building

Conduct Accountability Meetings & Performance Coaching

Your team will learn how to perform two simple but very effective employee-engagement approaches outlined in the Lean Scale-Up book:

  • Accountability Meetings

  • One-on-one Performance Coaching

Both approaches are important "Facilitated Management" techniques that identify and mentor high-performing employees.

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Key Performance Indicators

Prepare Your Organization's KPI Scorecard

Your team will learn how to use the Lean Scale-Up KPI Worksheet to identify and track "key performance indicators" related to six Baldrige-based management areas:

  • Leadership

  • Strategy

  • Customer

  • Workforce

  • Operations

  • Financial Results

Monthly Implementer's Roundtable

You (and up to two additional Implementers from your organization) are invited to join a monthly Roundtable where members shares results, discuss blockers, and celebrate successes with their peers.

​​Initially, the objective of the Roundtables is to support each member organization's implementation of the Bootcamp curriculum. These early sessions will be facilitated by a Certified Lean Scale-Up Coach who will answer questions and train participants on how to use the Roundtable's standardized meeting format.

As member organizations make progress, the focus of the Roundtables will shift to become a monthly strategy session. At this time, the Roundtable will offer each member an opportunity to report on their organization's progress and hold each other accountable for achieving their stated objectives.


When you and the other participants feel confident and ready, the Certified Lean Scale-Up Coach will help transition the Roundtable to becoming member-managed.

The Roundtables are a wonderful opportunity for you and your team to develop close working relationships with other leaders.

Leaders helping leaders, what can be better?


Skills Training for Leaders and Staff

You, (your Board,) and your employees will have unlimited organization-wide access to a calendar of web-events that explore important topics related to HR, Marketing, Accounting, Audits, SEO, and other requested subjects.

Every event will follow a standard meeting format that provides your organization with one or more tools, templates, or techniques that can be put to immediate use.

Planned topics include:


  • Accounting

    • Cashflow

    • Audit

    • Quickbooks

    • Internal Controls

  • Marketing

    • Website

    • Social Media

    • Community Engagement

    • Collateral Design

  • HR

    • Recruiting

    • Onboarding

    • Surveys and Focus Groups

    • Performance Reviews

    • Mentoring Future Leaders

  • Fundraising

    • Attracting Investors

    • Managing Bank Relationships

    • Pitch-Deck Development

    • SBA Loans

Following every event, a recording of the session and the featured tools and templates will be archived by subject in the Best Practices Sharing Platform for your future reference.

Best Practices Sharing Collaborative

You (and up to two additional Implementers from your organization) are invited to join our online best practices sharing platform where member organizations can share knowledge, ideas, marketing templates, operating procedures,  resources, and tools.

The platform will also be used to archive recordings, tools, and templates shared during skills training events.

The online platform provides you and your team with additional opportunities to meet, network, and collaborate with leaders who share your interest in creating a high-performing organization.

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Learn More About the "Lean Scale-Up" Performance Management System



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