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The opX Master Agency Certification Program

Building a Continuous Improvement Culture

Taking the journey to build a LEAN culture will be a rewarding experience. Such a culture depends on these primary common characteristics:

  • Customer Focus
  • Organizational Alignment
  • Empowered Employees
  • Simplicity
  • Improvement
  • Visualization

Program Results:

  • A vision & documented plan for your Agency
  • Definition of behaviors and accompanying exercises that reinforce the desired culture
  • High-level process-flow mapping and tools to continue process mapping across company
  • Metrics development & alignment across company
  • Dashboard/Visual Work group boards to use for measuring improvement
  • Baseline and measurement tool for workforce strength
  • Tools to implement to instill a continuous improvement culture

To Become Recognized as an opX Master Agency:

  • Demonstrate proof agency is using the tools and measuring results
  • Present a tour/virtual tour of agency adoption of tools
  • Prepare an annual Plan of Action

Beginning the opX Journey

It always begins with leadership.  Our work will begin with:

  • Define servant-leadership
  • Define & align goals & metrics to be customer-focused
  • Clarify very specifically behaviors that support lean values

1st Session includes:

  • Vision, mission, goal alignment, core values, guiding principles, and brand
    • Why do you exist?
  • Servant-leadership exercises
    • Includes defining “continuous improvement” culture behaviors
  • Identify leadership talents & strengths
  • High-level metric development
  • High-level process flow mapping
  • Personalized goals and focus

Prior to the workshop, we will:

  • Conduct Kolbe Indexes that will help with designing programs and understanding your talents & strengths

Schedule & Time Commitment

It is expected that participants commitment to a year of development in order to complete the opX program. This is a self-driven program that blends both an workshop instruction environment with a focus on personal goal setting. 

The Program includes:

  • 4 retreats defined below
  • Employee Engagement Survey 2019
  • Continued support on Kolbe & StrengthsFinder
  • 1 customized in-agency visit from Marit Peters
  • 3-4 book clubs based on group’s interest
  • Will bring in additional experts to compliment learnings
  • 1 Free Registration to Joe Vincent 2020 (value $400) 
  • On-going individual coaching from Marit Peters

2019 Schedule

Feb. 24 & 25, 2019
1 1/2 Day Retreat
IIAT Office, Austin

Apr. 28 & 28, 2019
1 1/2 Day Retreat
IIAT Office, Austin

July 28 & 29, 2019
1 1/2 Day Retreat
IIAT Office, Austin 


Nov. 3 & 4, 2019
1 1/2 Day Retreat
IIAT Office, Austin 

  • Roll-Out Program Objectives
  • Define the Right Outcomes: Measurements & Expectations
  • Generate the Leadership Mindset
  • Measurement baselines
  • Understand Talents
    (Kolbe A and B, strengths finder)
  • Kick-off "First, Break all the Rules" book-club
  • Learn Problem-Solving Tools/Dashboard Management
  • Root-Cause Analysis
  • Dashboard/Visual Work group board model
  • Baseline Behavioral expectations across company for values
  • Review Survey results
  • Understand team talents & strengths (Kolbe As,Bs,Cs)
  • Establish Structure & predictability
  • Begin "Culture Code" book club
  • Reinforce tools & skill sets (focus on strengths)
  • See it come together
  • Share Successes & challenges
  • Stay on Course
  • Continue Measuring
  • Develop agency dashboards and practice problem solving
  • Maintain structure & predictability
  • Build & reinforce continuous improvement tools (problem-solving)
  • Build plans to finalize goals for 2020

Graduating from the opX Program

 Successful completion of this program results in the agency certified as 
"An opX Master Agency". This will include:

  • Completing a graduation interview of understanding of concepts and appropriate application
  • Design a Plan for 2020
  • Attend the graduation ceremony at the January 26-28, 2020 Joe Vincent Management Seminar.
Sponsored By
United Fire Group Insurance


Please Read


In order to determine your agency's qualification for the opX program as well as investment required, please contact Marit Peters at 800.880.7428 ext. 122.