Together towards operational excellence
Tools to improve day-to-day work, templates to share know-how and guides to learn the methods, organised by the stage you have reached in your approach.
The right tool at the right moment
An operational excellence approach always follows the same thread: measure the situation, choose priorities, share out roles, run meetings, follow up actions. Here are the tools for each stage.
Measure the situation
Choose the few indicators that matter before deciding where to act.
Choose priorities
Sort workstreams and tasks by urgency and importance.
Share out roles
Say who does the work, who signs off, who is consulted and who is informed.
Run meetings
Prepare, chair and record your meetings, from the executive committee to the team meeting.
Follow up actions
Turn decisions into tracked actions, each with an owner and a due date.
Embed improvement
Make improvement a team habit rather than a one-off campaign.
The full catalogue
The guides can be read online for free. The templates are free to download: just fill in the short form on each template page.
Guides
- Operational excellence: definition, pillars and methods
- Continuous improvement: definition, methods and tools
- Action plan: method, steps and free template
- Meeting minutes: template, structure and AI automation
- Project management: the complete guide
- Collaborative work: definition, methods and augmented collaboration
- AI and operational management
Templates
- RACI matrix: Excel, Word, PowerPoint and PDF, with the RASCI and RACI-VS variants
- Eisenhower matrix: Excel, Word, PowerPoint and PDF
- Meeting report presentation template, with a filled-in example
- Summary of decisions: the short form of minutes
Method articles
- Operational excellence: 7 essential steps
- Lean management
- The action plan for operational excellence
- An action plan to follow up your SteerCo
To understand the methods before choosing a tool, read our guide operational excellence: definition, pillars and methods, or browse all our resources for effective teams.
From templates to the tool
Templates help you get started. When actions start to pile up, Perfony takes over: meetings, minutes and action plans tracked in one tool, with automatic reminders.
Frequently asked questions
What does the Perfony toolbox contain?
Guides to read online, templates such as the RACI and Eisenhower matrices, and method articles on operational management.
Which tool should you start with in an operational excellence approach?
Start with measurement: choose the indicators that matter and identify the problems to tackle, then rank the workstreams by priority before sharing out roles.
How do you get a template?
Open the template page and fill in the short form: the files are free.