A focused course, tailored for you
Operational Excellence for Australian Asset Managers
An operational excellence playbook for Australian investment-bank and asset-manager Op Excellence leads in 2026: unified vocabulary across lean-six-sigma, customer-experience, and APRA CPS 230 operational-resilience programmes.
Op Excellence leads at Australian asset managers run lean-six-sigma cohorts, customer-experience overlay programmes, and APRA CPS 230 operational-resilience programmes in parallel. The board reads three disconnected programmes. The course delivers the unified vocabulary.
$199 one-time
Tailored to your situation. Access within 24 hours. 30-day money-back.
Includes a hand-built implementation playbook delivered alongside course access, generated for your specific situation.
Why this course
Operational Excellence Leads at Australian investment banks and asset managers carry three parallel programmes in 2026. Four lean-six-sigma green-belt cohorts. A customer-experience overlay due in three months under new COO sponsorship. An APRA CPS 230 operational-resilience programme under CRO sponsorship. The three use different vocabularies. The board's quarterly briefing reads as three disconnected initiatives. The CFO asks the productivity question. The board asks the resilience question. The customer-success team asks the experience question. The Op Excellence Lead is asked to unify the answer.
The course works through the unified vocabulary playbook. The Lean-Six-Sigma to customer-experience to operational-resilience integration. The AICD-aligned board reporting framework. The KPI framework that holds across the three programmes. The customer-side IT integration. The customer-side workforce integration. The customer-side governance integration. The integration with the customer's existing strategic-planning cycle. The integration with the customer's existing capital-allocation cycle. The engagement structure for the next 12 months. Twelve modules with deliverables. Plus a hand-built playbook for your specific portfolio.
What you walk away with
- A documented unified vocabulary playbook.
- A Lean-Six-Sigma to customer-experience to operational-resilience integration.
- An AICD-aligned board reporting framework.
- A KPI framework that holds across the three programmes.
- A customer-side IT integration.
- A customer-side workforce integration.
- A customer-side governance integration.
- An engagement structure for the next 12 months.
- A 10-week build plan.
The 12 modules
Module 1. The 2026 Australian operational excellence landscape
Walkthrough of the 2026 Australian operational excellence landscape. The lean-six-sigma adoption profile. The customer-experience overlay programme profile. The APRA CPS 230 operational-resilience programme profile. The competitive landscape across Australian operational-excellence functions. The strategic decisions an Op Excellence Lead faces in 12-month programme planning.
Module 2. Unified vocabulary playbook
Build the unified vocabulary playbook. The Lean-Six-Sigma vocabulary. The customer-experience vocabulary. The operational-resilience vocabulary. The cross-vocabulary translation pattern. The integration with the customer's existing operational-excellence framework. The integration with the customer's existing customer-experience framework. Plus the worked example for the customer's first integrated vocabulary.
Module 3. Lean-Six-Sigma to customer-experience integration
Build the Lean-Six-Sigma to customer-experience integration. The DMAIC framework integration. The value-stream-mapping framework integration. The customer-journey-mapping framework integration. The customer-feedback-management framework integration. The customer-side voice-of-customer framework integration. Plus the worked example for the customer's first three integrated initiatives. Includes the worked example for the customer's typical retail-banking initiative, the customer's typical institutional banking initiative, and the integration with the customer's existing operational-excellence-portfolio cadence.
Module 4. Customer-experience to operational-resilience integration
Build the customer-experience to operational-resilience integration. The customer-impact framework integration. The customer-journey-resilience framework integration. The customer-communication-resilience framework integration. The integration with the customer's existing customer-experience framework. The integration with the customer's existing operational-resilience framework. Plus the worked example for the customer's first three integrated resilience scenarios.
Module 5. Operational-resilience under APRA CPS 230
Build the operational-resilience under APRA CPS 230 framework. The critical-function identification. The impact-tolerance setting. The severe-but-plausible scenario set. The third-party-service-provider framework. The integration with the customer's existing operational-resilience programme. Plus the worked example for the customer's first APRA CPS 230-aligned operational-resilience programme under integrated vocabulary.
Module 6. AICD-aligned board reporting framework
Build the AICD-aligned board reporting framework. The director-duty framework. The board-briefing framework. The board-decision framework. The exception-reporting framework. The forward-look framework. The integration with the customer's existing AICD-aligned board cadence. Plus the worked example for the customer's quarterly board briefing pack under integrated vocabulary.
Module 7. KPI framework that holds across the three programmes
Build the KPI framework that holds across the three programmes. The productivity KPI. The customer-experience KPI. The operational-resilience KPI. The cross-KPI reconciliation pattern. The customer-side performance-management integration. The customer-side investor-relations integration. Plus the worked example for the customer's first integrated KPI dashboard.
Module 8. Customer-side IT integration
Build the customer-side IT integration. The customer-side process-automation platform integration. The customer-side customer-experience platform integration. The customer-side operational-resilience platform integration. The customer-side observability platform integration. The integration with the customer's existing IT-management cadence. Plus the worked example for the customer's typical IT-stack pattern.
Module 9. Customer-side workforce integration
Build the customer-side workforce integration. The Lean-Six-Sigma green-belt cohort programme integration. The customer-experience workforce programme integration. The operational-resilience workforce programme integration. The customer-side change-management framework. The customer-side training framework. Plus the worked example for the customer's first 12 months of integrated workforce programme rollout.
Module 10. Customer-side governance integration
Build the customer-side governance integration. The customer-side strategic-planning committee integration. The customer-side risk-management committee integration. The customer-side customer-experience committee integration. The customer-side operational-resilience committee integration. The integration with the customer's existing board-level governance cadence. Plus the worked example for the customer's typical multi-committee governance cadence.
Module 11. Engagement structure
Build the engagement structure. The discovery phase. The diagnostic phase. The transformation phase. The sustainment phase. The renewal conversation. The customer-side programme-governance committee integration. The integration with the customer's existing operational-excellence-programme cadence. Plus the worked example for a 12-month customer engagement and the pricing framework for fixed-fee and value-based engagements.
Module 12. Your 10-week build plan
Week by week. Weeks 1-2: landscape and unified vocabulary playbook. Weeks 3-4: Lean-Six-Sigma to customer-experience integration and customer-experience to operational-resilience integration. Weeks 5-6: operational-resilience under APRA CPS 230 and AICD-aligned board reporting. Weeks 7-8: KPI framework, IT integration, workforce integration. Weeks 9-10: governance integration, engagement structure. Deliverable: a unified Operational Excellence playbook ready for the next 12-month programme.
How this addresses your situation
Specific modules that map to what you said you are dealing with.
Three programmes, different vocabularies → Module 2.
Lean-Six-Sigma to customer-experience → Module 3.
Customer-experience to operational-resilience → Module 4.
APRA CPS 230 → Module 5.
AICD board reporting → Module 6.
Cross-programme KPI → Module 7.
IT integration → Module 8.
Workforce integration → Module 9.
Governance integration → Module 10.
What you get with this course
- The 12-module course delivered as text plus downloadable templates.
- Templates and worked examples for every module.
- A hand-built playbook generated for your specific portfolio.
- Three reference unified playbooks from peer Australian Op Excellence functions.
- Scripted talking points for the customer COO, CRO, and board engagement.
What you will have in hand by Day 1, Week 1, Month 1
Day 1: Unified vocabulary playbook scaffold drafted.
Week 4: Lean-Six-Sigma to customer-experience and customer-experience to operational-resilience integration designed.
Week 8: APRA CPS 230, AICD board reporting, KPI framework, IT integration operational.
Week 10: Unified playbook ready for next 12-month programme.
Before and after
Before
Three disconnected programmes. Three vocabularies. Board reads fragmented progress. CFO asks separate productivity question. Board asks separate resilience question.
After
Unified vocabulary. Three programmes presented as one. Board reads coherent progress. CFO and board questions answered in the same dashboard.
What happens if you do not address this
Australian Op Excellence functions that do not unify lose board sponsorship to functions that do.
Who it is for
For Operational Excellence Leads at Australian asset managers and investment banks, principal operational-excellence consultants serving Australian customers, senior operational-excellence leaders at peer Australian firms, and senior consultants at Australian operational-excellence practices.
Who this is NOT for. Pure non-Australian-market practitioners. Practitioners with no operational-excellence context. Pure non-operations roles.
How it arrives
Text-based course via LMS, plus downloadable templates and worked examples and the hand-built playbook.
Time investment. Roughly 18 hours of reading and 60 to 120 hours of build effort across the 10-week plan.
Why $199 is the right number
External operational-excellence consultants charge from 200,000 to 1,500,000 AUD for unified-vocabulary programme builds. 199 USD buys the focused playbook and the implementation document for your specific portfolio.
FAQ
Does this cover wealth management asset manager segments?
Module 1 covers wealth management as a primary anchor.
What about superannuation segments?
Module 1 covers superannuation as a primary anchor.
Does this cover institutional asset management?
Module 1 covers institutional asset management.
What is in the implementation playbook for me specifically?
Unified playbook tuned to your specific portfolio, APRA CPS 230 overlay matched to your customer regulatory profile, board reporting pre-loaded with your typical cadence.
30-day money-back guarantee. If after a week of working through the materials this is not what you needed, reply to the receipt email and a full refund is processed. No questions, no forms.
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
