How to Receive a Quote or Purchase

Please send us an email to 

In your email, please include the following information:

  • Your first and last name

  • Your phone number 

  • Your job title 

  • Your organization website (URL)

  • Your organization address (city, state, zip)

  • The number of employees in your organization

  • The number of managers in your organization

  • The estimated date you would like to begin your OE21 Program Training or Implementation

We will treat the above information as your Request for Quote (RFQ). We will respond with our Quote, answer your questions, and provide suggestions tailored to your organization.  

Price Quote Guide

Our standard price per manager (per year) is based on a minimum of four (4) managers, paid in advance, and an option to renew annually. 

Why the minimum of four (4) managers? 

Answer: Because we divide your managers into four (4) teams, and we need at least one (1) manager from each of the four teams because of their knowledge and experience in their normal roles or jobs.


  • Example 1 (Organization with 20-99 employees) - enroll four managers (the minimum)

  • Example 2 (Organization with 100-499 employees) - enroll eight (8) managers 

  • Example 3 (Organization with 500-999 employees) - enroll sixteen (16) managers

  • Example 4 (Organization with 1000-4999 employees) - enroll thirty-two (32) managers

Guidelines for Enrollment:


In Example 1, the four managers should be selected according to their normal roles and jobs using the Focus Team descriptions below. So one from LFT, one from CFT, one from OFT, and one from WFT roles  

In Example 2 (8 managers) you need at least one manager from LFT, CFT, OFT, and WFT roles, however, the other four managers may belong to any of the four roles. 

In Examples 3 and 4 you need at least one manager from LFT, CFT, OFT, and WFT roles, however, the remaining managers may belong to any of the four roles.

OE21 Focus Teams and Roles:

Leadership Focus Team (LFT): These are senior leaders, directors, or managers (e.g. CEO, CFO, CIO, COO, etc.). The Leadership Focus Team (LFT) is responsible for Leadership Excellence results, including financial performance, marketplace performance, strategy alignment and accomplishment, leadership and social responsibilities, and impact. 


Customer Focus Team (CFT): These are managers of customer sales and relationships (e.g. VP Marketing, Manager of Sales, Manager of customer relations, etc.). The Customer Focus Team (CFT) is accountable for Customer Excellence results, including customer engagement, satisfaction and value, key stakeholder's satisfaction and value, product and service performance (in the eyes of customers), and program outcomes. 


Operations Focus Team (OFT): These managers include Product and/or Service Design, Creation, Production, Supply Chain, Delivery, and Project Managers. The OFT also includes Process Innovation and Risk Managers, Process Efficiency and Effectiveness Managers, Quality Managers, MIS/IT Managers, Safety and Emergency Managers, Administrative, and Financial Managers.


Workforce Focus Team (WFT): Comprised of Talent Development, Learning Managers, Human Resources Manager(s), and Work Unit Managers. Work Units are small groups of similarly skilled people within Departments or other sections of the organization.


Q1 - What type of organization is the OE21 Management Analyst-OE program designed for?

  • Business, Nonprofits, Healthcare, and Government organizations with at least 20 employees..

Q2 - How do I enroll four or more participants in the program?

  • Send an email to and tell us your company name and the number of managers or leaders you would like to enroll. We will reply with a simple quote and a Site License Agreement. 

 Q3 - How do my participants receive the 28 OE21 Standards and 60 Decision Support Tools?

  • As soon as the Site License Agreement is executed, we will ask for a contact person at your organization responsible for publishing files and content on your organization's Intranet (non-public pages). We will transfer a copy of all Decision Support Tools (spreadsheet models and surveys) to your contact person. We will assist them online in setting up a special OE21 web page containing links to all tools. Then we will provide a login/password to gain access to our online OE21 standards. At that point, your organization has all tools and content to start your training and certification process. 

Q4 - Must participants attend regular online meetings with the OE21 consultant/coach? (Yes)

  • Introductory Meetings - Although the OE21 program is designed to be self-paced, with no training other than following implementation instructions, we suggest you have at least one manager from each of the focus teams attend a 30-minute introductory meeting before starting each of the 28 standards. This gives you a good start.

  • Certification Meetings - After your focus teams have implemented each of the OE21 standards, at least one or two of your manager participants must attend a 1 to 1.5-hour online Certification Meeting hosted by our consultant/coach. At this meeting, our certification consultants will ask you to walk us through the results of the implementation (e.g. what surveys were conducted, how many participants per survey, what analysis reports display after survey data are input, what conclusions or action plans were prepared. The result of this meeting is a pass or no-pass condition, decided by our certification auditor. If the condition is "pass" then your team proceeds ahead to the next OE21 standard. If the condition is "no pass" then your teams must take action to correct whatever deficiencies were discovered. 


Q5  - How much time will participants spend completing the Management Analyst Certification Program?


  • From our years of experience with earlier OE21 models, we expect your participants to spend 1-2 hours per week over a six- to eight-month period. Some organizations may speed up or slow down their progress. If your participants have many high workload weeks, then your completion progress is likely to be slower. We do not set the completion date. This is up to your organization.

Q6 - What requirements must participants meet to complete implementation and certification?

  • A good PC, high-speed internet connection, and access to Microsoft Office Suite 365 (Excel and Microsoft Teams are required). 

Q7 - Can I view a demo of the OE21 Program online before I decide to purchase the program?

  • Of course. Just send a requesting Email to and includes with the message your organization's name, site location, and the number of employees at that site. 


.Q8 - Who issues the Management Analyst Certifications, and on what basis? 

Q9 - Is there a Certificate for the Management Analysis-OE Certification? 

  • Yes, see a description and an example on the Certification page;

Q10 Is there a Certificate for the Organization Certification? 

  • Yes, see a description and an example of High-Performance Organization Certification on the Certification page;

More Questions? Please email them to

How many organizations have used our standards and tools?  See our Customers list