Lean Excellence™ · Commercial Framework 2026
Service Offering · Price List · Engagement Model

Fractional
CI that
pays for itself.

A complete commercial framework for delivering outsourced Lean management — four clients on rotation, structured engagement phases, material that compounds in value with every cycle.

4
clients on rotation
per year
⅒
cost vs in-house
Lean team
€148K
target annual
revenue
Four-Client Rotation Model — Annual View
Q1 · Client A
FMCG / Food
Diagnose + Foundation
Q1 · Client B
Logistics
Onboarding
Q2 · Client A
FMCG / Food
Deploy + Train
Q2 · Client B
Logistics
Diagnose + Foundation
Q3 · Client C
Manufacturing
Onboarding
Q3 · Client D
Distribution
Diagnose + Foundation
Q4 · Client C
Manufacturing
Deploy + Sustain
Q4 · Client D
Distribution
Deploy + Train
Capacity utilisation 92% · ~10 days/client/month
01

Engagement Phases — What Happens When

01
Diagnose & Baseline
Weeks 1–4 · Fixed fee

Understand the site before changing anything. Map the current state, quantify waste, identify the maturity level, and build a costed baseline that leadership can sign off on.

  • Site maturity assessment (scored)
  • Value stream walk — full flow mapped
  • Waste cost baseline (€ per category)
  • 5S current state audit per area
  • Pareto of top waste contributors
  • Priority project shortlist
  • Written diagnostic report to GM
02
Foundation & Quick Wins
Weeks 5–12 · Monthly retainer

Stop the bleeding. Introduce the daily operating rhythm, deploy 5S, and deliver the first measurable wins — all without any capital investment.

  • DOR / SIC / SHO introduced
  • 5S deployed — audit system live
  • FIFO and visual management
  • First Gemba walks with management
  • CAPA system operational
  • 8 Wastes training — all staff
  • Month 1 KPI dashboard published
03
Deploy & Build Capability
Months 4–9 · Monthly retainer

Run structured improvement events, train the internal coordinator, and build the tools that make CI self-sustaining. Every improvement is tracked financially.

  • Kaizen events (2–3 per quarter)
  • RCA + CAPA workflow embedded
  • Coordinator coaching — 4-stage model
  • TPM autonomous maintenance steps 1–3
  • Financial impact reports (Finance-signed)
  • Cross-site learning share (if network)
  • Quarterly GM review + steering
04
Sustain & Governance
Month 10+ · Light-touch retainer

Hand over to the internal team. Shift to a governance and audit role — the coordinator runs CI independently, you verify, challenge, and escalate.

  • Monthly governance audit (remote)
  • Quarterly on-site Gemba review
  • Post-implementation reviews (Day 30/90)
  • Annual CI roadmap refresh
  • Coordinator sign-off (competency)
  • KPI trend report to MD annually
  • Renewal or next-site proposal
02

Service Menu — What Clients Buy

Entry Point
Site Diagnostic & Baseline Report
The door-opener. Every engagement starts here. Standalone or as Phase 1 of a retainer — low risk, high-value first step for the client.
  • 2-day on-site diagnostic visit
  • Full 5S current-state audit (scored)
  • Waste cost baseline quantified in €
  • Maturity level assessment (L1–L4)
  • Priority gap map and opportunity shortlist
  • Written report delivered within 5 working days
  • Presentation to GM or leadership team
€2,400
Fixed fee · 2 days on-site · One site
Core Offer
Foundation Retainer
The anchor product. Monthly engagement covering all daily CI routines, training, Gemba walks, and tool deployment. The substitute for a Lean Coordinator hire.
  • 8 days per month on-site or hybrid
  • DOR / SIC / SHO implementation & coaching
  • Monthly 5S audit cycle (all areas)
  • Gemba walks — 2× per month with report
  • CAPA + RCA — case by case, within retainer
  • Monthly KPI dashboard + trend report
  • Access to all 5 digital CI tools (configured)
  • Coordinator shadow coaching (4-stage model)
€3,200 /mo
Min 6-month term · Up to 8 days/month
Add-On
Kaizen Event
Structured 3-day rapid improvement event. Scoped in advance, facilitated on-site, A3 documented. Stands alone or layers onto the retainer.
  • Pre-event scoping session (1 day)
  • 3-day facilitated Kaizen event on-site
  • Team of 6–8 from client (included)
  • A3 before/after documentation
  • Financial impact calculation
  • 30-day sustain tracker (digital tool)
  • Debrief presentation to management
€4,800
Per event · 4 days total · Any sector
Training
Training Programme Delivery
Modular training delivered on-site or hybrid. Each module is a standalone session — combine for a full programme. Includes all materials.
  • 8 Wastes — FMCG / manufacturing context
  • 5S + Workplace Organisation (half-day)
  • Root Cause Analysis — Fishbone + 5 Whys
  • CAPA methodology (half-day)
  • OEE Fundamentals & measurement
  • DOR / SIC / SHO — daily routines
  • Kaizen facilitation — coordinator level
  • Gemba walk methodology (half-day)
€950 / module
Half or full day · Up to 16 participants · Materials included
Digital
Digital Tools Deployment
Configuration, deployment, and handover of all 5 digital CI tools. Browser-based, no licence cost, no IT dependency. One-off setup fee.
  • 5S Audit & Project Management System
  • Kaizen Management System (A3 + sustain)
  • Gemba Walk Tracker
  • CAPA Tracker
  • RCA Fishbone + 5 Whys Tool
  • Configuration for site / department names
  • 1-hour handover training per tool
  • 12 months of update access
€1,400
One-off · All 5 tools · Unlimited users on-site
Sustain
Governance & Audit Retainer
Light-touch ongoing support for clients post-deployment. Remote governance with quarterly on-site audit. Keeps gains alive without full engagement cost.
  • Monthly remote KPI review (1.5 hrs)
  • CAPA + audit trend analysis
  • Coordinator check-in (monthly call)
  • Quarterly on-site Gemba audit (1 day)
  • Annual CI roadmap refresh
  • Escalation support (ad hoc, within scope)
  • Post-implementation review reports
€1,200 /mo
Min 3-month term · ~2 days/month equivalent
03

Full Price List & Rate Card

Service Unit Price (€) Days Notes
ENTRY & DIAGNOSTIC
Site Diagnostic & Baseline Report Per site €2,400 2 On-site. Maturity score, waste baseline, priority map. Written report + GM presentation.
Discovery Call + Proposal Per prospect Free — 60-min video call. Scoping document and tailored proposal within 3 working days.
MONTHLY RETAINERS
Foundation Retainer Per month €3,200 8/mo Min 6 months. DOR/SIC/SHO, 5S audits, Gemba walks, CAPA, training, KPI dashboard. All tools included.
Governance Retainer (post-deployment) Per month €1,200 2/mo Min 3 months. Remote governance + quarterly on-site audit. Sustain phase product.
Premium Retainer (multi-site or complex) Per month €5,500 14/mo Multi-site, cross-country or strategic transformation. Strategy deployment + coordinator network.
EVENTS & PROJECTS
Kaizen Event (3-day facilitated) Per event €4,800 4 Includes scoping day. A3 documentation. 30-day sustain tracker. Financial sign-off support.
Value Stream Mapping Workshop Per session €2,800 2 Current state + future state map. Improvement roadmap from VSM output.
5S Deployment Sprint Per area / zone €1,600 2 Sort, Set, Shine, Standardise, Sustain deployed in one zone. Audit system configured. Visual standards set.
Post-Implementation Review Per review €950 1 Day 30 or Day 90. Sustain verification. Financial validation with Finance sign-off.
TRAINING (ON-SITE, UP TO 16 PARTICIPANTS)
8 Wastes — Manufacturing Context Half-day €750 0.5 All-staff session. Sector-specific examples. Waste observation exercise included.
5S + Workplace Organisation Half-day €750 0.5 Theory + practical floor exercise. Audit scoring introduced. Ideal at start of 5S deployment.
Root Cause Analysis (RCA) Full day €1,200 1 Fishbone + 5 Whys. Live case from client's own quality issues. Digital tool handover included.
CAPA Methodology Half-day €750 0.5 Links directly to RCA session. Tool configuration included. Ideal as a pair with RCA.
DOR / SIC / SHO — Daily Routines Full day €1,200 1 Supervisors and team leaders. Board design included. Practice facilitation session in the afternoon.
Kaizen Facilitation (Coordinator level) Full day €1,400 1 For internal coordinators. A3 thinking, team facilitation, sustain principles. Includes toolkit.
OEE Fundamentals Half-day €950 0.5 Availability × Performance × Quality. OEE baseline exercise using client's own line data.
Full Training Programme (all 8 modules) Per company €6,400 5 All 8 modules bundled. 15% saving vs individual. Delivered over 2–3 weeks. Ideal for new sites.
DIGITAL TOOLS
Full 5-Tool Digital Package (deployment) Per site €1,400 1 All 5 tools configured. Handover training. 12-month update access. Unlimited users on-site.
Single Tool Deployment Per tool €400 0.5 Configuration + 1-hr handover for one tool. Available for any of the 5 tools.
DAY RATE (AD HOC)
Day Rate — On-site Per day €1,100 1 For work outside retainer scope. Travel time (>60 min) billed at €200/half day.
Half Day Rate — On-site Per half day €650 0.5 Minimum ½ day. Same-day booking attracts +15% premium if available.
Remote Advisory / Review Per hour €165 — Minimum 2 hours. Video call, report review, KPI analysis, coordinator coaching call.

All prices exclude VAT (BTW). Travel expenses (>60km from Woudrichem) billed at cost. Retainer rates reviewed annually in January. Day rates quoted are fixed for the engagement term.

04

Four-Client Rotation — Annual Revenue Model

Four clients on rotation is the optimal model — deep enough to build real CI, diversified enough to protect revenue, light enough to preserve quality. Each client progresses through the phases at their own pace.

Q1 · Jan–Mar
Client A Diagnose
Client B Foundation
Client C Govern
Q2 · Apr–Jun
Client A Foundation
Client B Deploy
Client D Diagnose
Q3 · Jul–Sep
Client A Deploy
Client B Sustain
Client D Foundation
Q4 · Oct–Dec
Client A Govern
Client B Govern
Client D Deploy
Annual Revenue Projection — Conservative Base
4× Foundation Retainer €3,200/month × 6 months per client average
€76,800
4× Site Diagnostic Entry diagnostic per new client — €2,400
€9,600
8× Kaizen Events ~2 per client per year — €4,800 each
€38,400
4× Tools Deployment One-off setup per client — €1,400
€5,600
Training Modules ~€6,400 programme per 2 clients (est.)
€12,800
Governance Retainers (post-deployment) 2 clients transitioning — €1,200 × 3 months
€7,200
Target Annual Revenue
Before VAT · 4 clients · Conservative
€150,400

Equivalent day rate: ~€1,050/day on ~143 working days. Compares against in-house Lean Manager (€85–110K salary) + team cost of €150–200K. Clients pay less. You earn more. The value gap is the offer.

05

Material Follow-Through — What to Produce When

Every engagement produces a material trail — documents, tools, reports, and training assets. This is what makes the work defensible, replicable, and valuable beyond the visit. Below is the standard follow-through by phase.

Phase 1 · Diagnose
Diagnostic Deliverables
Delivered within 5 working days of site visit
  • Site Maturity Assessment Report (PDF, scored L1–L4)
  • 5S Current State Audit Results (per area, scored)
  • Waste Cost Baseline Document (€ by category)
  • Pareto Chart — top 20% waste contributors
  • Value Stream Observation Notes
  • Priority Gap Map (visual one-pager)
  • GM Presentation Deck (6–8 slides)
  • Proposed CI Roadmap — Phase 2 onwards
Phase 2 · Foundation
Monthly Deliverables (Retainer)
Issued on the last working day of each month
  • Monthly KPI Dashboard (OEE, 5S, CAPA status)
  • 5S Audit Report — all areas scored with trend
  • Gemba Walk Log (2× per month, findings + actions)
  • Open CAPA Register — status and owners
  • Training Attendance Record (per module delivered)
  • Action Log — all open items with due dates
  • Month-on-Month Progress Summary (one page)
  • Next Month Plan — sessions, events, priorities
Phase 3 · Deploy
Kaizen & Project Deliverables
Per event, within 3 days of completion
  • Kaizen A3 — before/after, team, actions, savings
  • Financial Impact Calculation (Finance-validated)
  • 30-Day Sustain Plan (owner, actions, check dates)
  • Standard Work Document (new standard for the area)
  • Before/After Photos (visual proof of change)
  • Coordinator Competency Log (4-stage progress)
  • Cross-Site Share Pack (for replication at other sites)
  • Quarterly Steering Deck (for GM / MD review)
Training
Training Deliverables (per module)
Left with client after every training session
  • Printed Participant Guide (A5, branded)
  • Reference Card (laminated A4 for work area)
  • Pre/Post Knowledge Quiz (scored, filed)
  • Training Attendance Register (signed)
  • Practical Exercise Sheet (completed during session)
  • Digital Tool Access (if relevant to module)
  • 30-Day Follow-Up Action Prompt (emailed)
  • Certificate of Completion (per participant)
Phase 4 · Sustain
Governance Deliverables
Monthly remote + quarterly on-site
  • Monthly Remote Review Notes (shared within 24hrs)
  • KPI Trend Report — 12-month rolling view
  • Quarterly On-Site Gemba Audit Report
  • Post-Implementation Review (Day 30 and Day 90)
  • Regression Alert Flag (if KPIs deteriorate)
  • Coordinator Competency Sign-Off Document
  • Annual CI Report — savings, completions, roadmap
  • Renewal Proposal or Next-Site Recommendation
All Phases
Standing Materials (Always Available)
Available from day one of every engagement
  • 5S Audit System (configured + live)
  • CAPA Tracker (configured + live)
  • Kaizen Management System (A3 + 30-day sustain)
  • Gemba Walk Tracker (per observer)
  • RCA Fishbone + 5 Whys Tool
  • Visual Management Board Templates (print-ready)
  • DOR / SIC / SHO Board Design (editable)
  • A3 Problem-Solving Template (Word + printed)
06

Standards & Best Practices Embedded

ISO 9001:2015 — Quality Management

All CAPA, RCA, and audit processes are designed to be compatible with ISO 9001 requirements. Clients with existing QMS benefit from CI material that sits neatly inside their existing documentation framework.

  • CAPA records meet Clause 10.2 requirements
  • Audit trail supports Clause 9.2 internal audit
  • Risk-based thinking embedded in RCA process
  • Documented information per Clause 7.5
Lean Global Network — LGN Methodology

Approach is grounded in the Lean Global Network framework (Womack & Jones). Value stream thinking, pull systems, and PDCA are applied consistently. Not a proprietary system — a universally recognised methodology.

  • Value stream mapping before any intervention
  • Pull-based flow, not push-based planning
  • PDCA as the cycle for every improvement
  • True North from strategy, not from tools
DMAIC — Six Sigma Problem-Solving

Complex problems are solved using DMAIC (Define, Measure, Analyse, Improve, Control). For food and FMCG clients, statistical process control and Cpk analysis are available where relevant.

  • Define: problem statement + scoping charter
  • Measure: baseline data, Gage R&R if needed
  • Analyse: fishbone, 5 Whys, Pareto, regression
  • Improve: solution design + piloting
  • Control: SPC, control charts, audit plan
EFQM / Operational Excellence Framework

Larger clients pursuing EFQM or Business Excellence frameworks will find the CI work aligns to the Enablers (People, Processes, Partnerships) and Results (Customer, People, Business) pillars.

  • Leadership behaviour aligned to EFQM leadership criteria
  • Process results reported in EFQM format on request
  • People results tracked via training and coordinator data
  • Supplier/partner performance included in governance
Financial Reporting Standard

Every project savings figure is validated with the client's Finance team before it goes into any report. No self-declared savings. No estimates without reconciliation. This is what separates credible CI from feel-good activity.

  • Savings baseline agreed with Finance before project starts
  • Post-implementation savings reconciled to P&L
  • ROI calculated as (savings ÷ total engagement cost) × 100
  • Signed by Finance Controller before MD presentation
Delivery Quality Standards

Every deliverable leaves on time, every time. These are the non-negotiable operating standards that protect reputation and justify the premium rate.

  • Monthly report: last working day of the month, no exceptions
  • Kaizen A3: within 72 hours of event close
  • Diagnostic report: within 5 working days of site visit
  • All materials branded Lean Excellence™ and archived
  • Client portal (shared drive) with all documents versioned
  • Escalation response within 4 working hours
Minimum term
6 months
Foundation Retainer. 3 months for Governance Retainer. Day rate — no minimum term.
Payment terms
30 days net
Monthly invoicing in advance. Kaizen events: 50% on booking, 50% on completion.
Notice period
30 days
Written notice after minimum term. Early exit: one month's retainer fee applies.
IP & materials
Shared use
Digital tools and templates remain Lean Excellence™ IP. All client-specific documents belong to the client.