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Strategic Planning Workshop

two people working on white board with sticky notes

A hands-on planning workshop designed to move your organization forward

Course Description: 

This hands-on strategic planning activity is accomplished with the players influencing process improvement activity within a company. It will document the creation of a path forward that maximizes the efforts of training, coaching and execution of process improvement activities across the enterprise. The activity is designed to empower an entire workforce toward a single mission. Deliverables include “goodness” conditions (ideal state) to be achieved, performance indicators to measure progress, activity plans to close the gaps between current state and the goodness conditions, and a method to communicate/deploy the documented strategic plan. The latter is necessary so everyone understands WHAT is to be achieved, WHY it is necessary, HOW it will be done, and their particular contributory role. 

General Information: 

All classroom dates meet from 8 a.m. to 4:30 p.m. unless otherwise noted. Registration for all classes closes one week prior to their start date. Online registration is available for most courses. Otherwise, you may contact Registration and Records at (405) 325-6034 to sign up. 

Quick Facts

Course length: One Full Day

Prerequisites: None 

Instructor: Brian deFonteny, LSS Black Belt

Location: Arranged with client

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Next steps:

If you are a business or organization new to Lean Culture thinking, the Lean Institute recommends Building a Strategic Plan for overall Process Improvement and Business Culture as a follow-up to the Leading with Lean course.

For the Lean-experienced business, organization or individual, we recommend Business Culture Excellence Using the Deming Lens after completing Leading with Lean.



Course Credits

Participants receive Continuing Education Unit (CEU) credits, which are required to maintain many professional licensures. OULI training also qualifies as PDU credits for Project Management Professionals. 

Training Locations

Public classes are held at the Tinker Business Industrial Park at I-40 and Sooner Road. All public classes are open enrollment and typically feature an interesting mix of teams from a variety of industries. 
The Lean Institute also offers private or contracted training programs onsite at locations across the state, including workshops implemented at suitable client facilities. 




OULI's team of instructors and consultants are practicing experts in the field with extensive history in implementing process improvement efforts and coaching students.

Brian deFonteny 

deFonteny is the creator of Leading with Lean and other short courses offered by the OU Lean Institute. A certified Lean Six Sigma Black Belt once active in the oil and gas industry, deFonteny has more than a decade of experience as a Lean practitioner, coach and instructor. He holds a master’s degree in human relations and a bachelor’s in psychology. deFonteny is committed to optimizing organizational success by helping others Lead with Lean. He is the author of Leadership Reimagined and an adjunct professor with the University of Oklahoma.  

Joyce Hinton

Hinton is a certified Lean Six Sigma Black Belt and has served as an OULI Lean Six Sigma coach, instructor and consultant for many of the Institute’s major clients. She is the primary instructor for the Institute’s LSS White and Green Belt training workshops. She holds a bachelor's degree in business administration and has completed extensive training in Lean Six Sigma methodologies, as well as having extensive experience in both management and procurement. 

Teresa Tobias

Tobias is a certified Lean Six Sigma Master Black Belt trained by some of the original consultants in the industry (Sigma Sciences, Inc., p.k.a. Six Sigma Associates). She has worked with Six Sigma Academy, the first consulting organization created by the founder of Six Sigma, Dr. Mikel Harry. Tobias has extensive experience at the strategic level working with leadership. At the tactical level, she has coached and mentored clients' internal resources for hundreds of transformational projects. 

Larry Fisher

Fisher is the Center Process Manager for Continuous Improvement and Innovation (CI2), Air Force Sustainment Center, Tinker AFB. He coordinates continuous improvement mentoring and training for 35,000+ Airmen. As a Lean Six Sigma (LSS) Black Belt, he is an instructor and facilitates multi-organizational improvement events, mentors, and coaches those utilizing CI2 techniques and seeking LSS Green Belt/Black Belt certifications. Since 1985, Fisher has held positions in engineering, quality, contracting and process improvement organizations.