Business Process Optimization Workshop | March 5 - 6, 2026
Date & Time
📅 Thu, Mar 5, 2026
🕐 4:00 PM
Ends: Sat, Mar 7, 2026 at 12:30 AM
Location
📍 San Francisco
95 3rd Street, San Francisco, CA 94103, United States, San Francisco, CA, 94103
About This Event
From bottleneck to free flow: Engineer the workflows that make your business unstoppable, and run predictably, like it was built on purpose.
Optimize the System – Amplify the Profits.
In today’s fast-moving business environment, even small process inefficiencies can ripple across your organization—draining cash, frustrating customers, and slowing innovation. This immersive two-day workshop equips leaders with the tools, insights, and frameworks to map, optimize, and govern business processes that deliver measurable impact.
Participants will leave with a complete process transformation blueprint, including optimized workflows, financial impact models, technology enablement options, risk mitigation strategies, and a 30-60-90 execution plan.
- Business leaders responsible for operational performance and profitability
- Functional managers seeking to streamline workflows and increase team efficiency
- Executives aiming to link process improvements to cash flow, customer satisfaction, and organizational growth
- P&L owners and process champions looking to lead change without disruption
- Hands-On Process Mapping & Optimization: Discover bottlenecks, eliminate waste, and redesign workflows for speed and quality.
- Customer-Centric Thinking: Align operational improvements with real customer outcomes and business value.
- Data-Driven Decision Making: Build KPIs, dashboards, and metrics that track progress and guide leadership decisions.
- Behavioral & Cultural Alignment: Learn how to foster accountability, psychological safety, and adoption of new processes.
- Technology & Digital Enablement: Evaluate automation, AI, and workflow tools to accelerate results.
- Risk & Compliance Readiness: Identify failure points, regulatory risks, and build resilience into process redesigns.
- Financial Impact Modeling: Quantify the ROI of process improvements to support executive decision-making.
- Simulation & Scenario Planning: Test redesigned workflows under real-world conditions before implementation.
- Governance & Ownership Structures: Define clear accountability, approval rights, and management rhythms for sustained success.
Day 1
- BPM/BOS as a Strategic and Competitive Advantage
- Value Creation Flywheel: Customer-Centric & Systems Thinking
- Operating Systems: The Mechanics Behind the Metrics
- Process Mapping: Current State
- Business Scorecard: KPIs, FInancial & Operational Metrics
- Lunch
- Optimization Techniques & Waste Reduction
- Technology, Digital Enablement & Automation
- Process Risk, Failure Modes & Compliance
- Financial Modeling of Improvements
- Future-State Redesign & Simulation
Day 2
- Complex Problem Solving Framework
- Data Driven Root Cause Analysis
- Industry-Specific Case Breakouts
- Lunch
- Behavioral, Cultural & Change Accelerators
- Governance & Stakeholder Alignment
- 30-60-90 Implementation Blueprint
From bottleneck to free flow: Engineer the workflows that make your business unstoppable so it runs like it was built on purpose.
When you attend this immersive two-day workshop, you’ll gain everything you need to map, optimize, and sustain high-impact business processes:
- Comprehensive Workshop Materials – Participant workbook with templates, tools, checklists, and exercises to guide your process mapping and redesign.
- Hands-On Process Mapping & Optimization Labs – Real-world exercises tailored to your organization to identify friction, bottlenecks, and opportunities for improvement.
- Customer-Centric Process Assessment Tools – Frameworks to align internal workflows with customer outcomes and value creation.
- KPI & Metrics Toolkit – Prebuilt dashboards, KPIs, and measurement frameworks for ongoing monitoring and executive reporting.
- Technology & Automation Evaluation – Guidance on leveraging workflow tools, AI, and digital enablement for faster, more accurate processes.
- Risk & Compliance Mapping Tools – Checklists and frameworks to identify failure points, regulatory risks, and operational vulnerabilities.
- Financial Impact Modeling – Worksheets and calculators to estimate ROI, cost savings, and cash flow improvement from process redesigns.
- Future-State Process Design & Simulation Exercises – Teams test workflows under real-world scenarios before implementation.
- Governance & Stakeholder Alignment Framework – RACI charts, ownership models, and review rhythms to ensure sustained adoption.
- 30-60-90 Implementation Blueprint – A fully structured action plan with owners, KPIs, timelines, and financial impact projections.
- Expert Facilitation & Guidance – Experienced instructors providing real-time feedback, coaching, and strategic insights throughout the workshop.
By the end of this workshop, participants will be able to:
- Identify and eliminate operational friction that impacts cash, quality, and speed
- Design future-state workflows that balance efficiency, risk, and customer value
- Build a repeatable, data-driven system for continuous process improvement
- Create measurable KPIs and a financial model demonstrating the impact of optimization
- Lead cultural and behavioral adoption of optimized processes across teams
- Establish governance structures for long-term sustainability
- You are a business leader, executive, or manager responsible for operational performance, process efficiency, or P&L outcomes.
- You want to eliminate bottlenecks, inefficiencies, and hidden costs in your workflows.
- You need to link process improvements directly to cash flow, profitability, and customer satisfaction.
- You lead teams that struggle with handoffs, delays, or inconsistent performance.
- You want a structured, repeatable methodology to drive continuous improvement across your organization.
- You are seeking practical tools, frameworks, and metrics to monitor, measure, and sustain operational excellence.
- You are ready to align people, processes, and technology for predictable, scalable results.
- You want to confidently redesign processes with risk mitigation, governance, and stakeholder alignment built in.
How do you want to get there?
San Francisco
95 3rd Street, San Francisco, CA 94103, United States, San Francisco, CA, 94103
Open in Google MapsTickets
USD 3149.71
Good to Know
Duration
1 day 8 hours
Refund Policy
Refunds up to 7 days before event
Organized by
More from Carlton Leadership Institute
More Events in San Francisco
View All EventsReserve Your Vendors Table Today!
Sun, Mar 15, 2026
San Francisco
USD 161.90 - 215.26
Vendor Space for Top runway Show & Market
Sun, Mar 15, 2026
San Francisco
USD 161.90 - 215.26
Letterform Live!
Sun, Mar 15, 2026
San Francisco
USD 103.22 - 161.90
Saturday Noche Sensual | Bachata class and Party |Bachata Social in Sf
Sun, Mar 15, 2026
San Francisco
USD 12.51 - 33.85
Tantra Speed Date® - San Francisco! (Meet Singles Speed Dating)
Sun, Mar 15, 2026
San Francisco
USD 48.76 - 150.00
Dinner Dance Party w/ Silver Bell Jazz Band
Sun, Mar 15, 2026
San Francisco
USD 55.00 - 75.00