Summit 2018

April 16th and 17th, 2018 / San Luis Obispo, CA / SLO Brew Rock / 8:00am-5:00pm


Thanks to all for making this year's Summit a success! Mark your calendars for next year - April 29-30, 2019

In the meantime, check out other events on the
Central Coast Lean Calendar.

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Summit Program Brochure Available...


View 2018 Summit Posters...



  • Nationally known keynotes:
    • Jeff Hastie – Bose Global Director, Lean Enterprise
    • Carlos Scholz – Director, TPMG Strategic Initiatives, Kaiser Permanente, North Valley
  • Facilitated topical and industry/functional conversations with lean peers
  • Lean Coaching Cafe with Sam MacPherson – Lean Transformation Leader and Founder of the Lean Leadership Academy
  • Free Lean Networking Reception
  • Post Summit Workshop – Personal Kanban with Jim Benson


  1. Provide lean content that will be of value to a wide variety of lean practitioners, including those in business, education, government and non-profits.
  2. Bring lean experts and implementers together to share best (and worst) practices.
  3. Continue to build the Central Coast Lean community by providing visibility and networking opportunities.


We are always in the position of going for an effective combination of reputation and quality.  One of our goals is to once a year, bring the big names to our regional market.  By the same token, we also want the best “experimental treatment” to move the Central Coast Lean community forward.  The Summit sets the tone for the coming year.

Learn More
Host and Summit FacilitatorEric Olsen, PhD
Chair Industrial and Packaging Technology,
Director of Central Coast Lean, Orfalea College of Business, Cal Poly
office: (805) 756-1754   cell: (805) 602-0228   e-mail:

CCL Summit Team


Jeff Hastie

Bose Global Director - Lean Enterprise

Carlos Scholz

Director, TPMG Strategic Initiatives, Kaiser Permanente, North Valley, The Permanente Medical Group

Lori Serna

Business Transformation Manager – Cal Poly Administration and Finance

Troy Weipert

Director of Network and Technical Services - Cal Poly Administration and Finance

Samson Blackwell

Director of Talent Acquisition - Cal Poly

Jim Benson

CEO of the Collaborative Management Consultancy Modus Cooperandi and Founding Partner of Modus Institute
Matt Roberts

Matt Roberts

MBA, CPSM, C.P.M., CPP, Broker

Beau Keyte

President, Keyte Group


SLO Brew Rock
855 Aerovista Ln, San Luis Obispo, CA 93401

Lean Networking Reception: Monday, 16Apr, 2018, 5:00-6:30pm

Post-Summit Workshop: Tuesday, 17Apr, 2018

1 : Summit
April 16th, 2018
2 : Post Summit Workshop
April 17th, 2018
7:30 am - 8:00 am

Open – Continental Breakfast

Start – Impromptu Networking (Liberating Structures – LS)

Networking Activity: 8:00-8:30 Sharing Challenges and Expectations – facilitated by Lori Serna, Business Transformation Manager – Cal Poly Administration and Finance Description:  In this high energy, interactive exercise we will...
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Lori Serna

Coaching Café (LEAN LOBBY)

Lean Thought Leader and President, Keyte Group *Coaching Café will consist of a breakout area with a circular arrangement of chairs where individual lean questions are shared with an ad...
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Beau Keyte

Keynote/Mini-Workshop #1
The Bose Lean Enterprise Maturity Model – A Blueprint for Organization Behavior Change

Download Presentation, Six QuestionsGlobal Lean Enterprise Maturity Model

Description:  Jeffrey Hastie, will share the story of their Lean Enterprise Maturity Model as an inflection point in the Lean Enterprise journey at Bose Corporation.
Jeff Hastie
10:00 am - 10:30 am

Break – Networking

Keynote/Mini-Workshop #2 The North Valley Way: A lean operating system as a vehicle to achieve engagement and continuous improvement by every team member

Download Presentation

Description: The Permanente Medical Group is the largest medical group in the United States.  More than 8,500 physicians and 35,000 nurses and staff are leading the transformation of healthcare and delivering superior clinical outcomes that have a positive and often life-changing impact on the health of over 4 million patients in Northern California. A collaborative and coordinated approach to medical care enables physicians in more than 70 specialties to work together to benefit the lives of our patients. Through innovative, personalized and technologically advance approach to healthcare, we continue to set the standard and raise the bar in making high-quality care more connected, more convenient and more accessible.
Carlos Scholz
12:00 pm - 1:00 pm


Coaching Café (LEAN LOBBY)

*Coaching Café – Continued
Beau Keyte

Large and small group Topical Breakouts – Open Space

Topical Breakouts:  1:00-2:30  What do we need to talk about to establish a lean culture? – facilitated by: Troy Weipert, Director of Network and Technical Services – Cal Poly Administration...
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Troy Weipert
2:30 pm - 3:00 pm

Break – Networking

Large and small group Industry/Function Breakouts

Industry/Function Breakouts:  3:00-4:30  What challenges are unique to my industry/function in establishing a lean culture? – facilitated by: Samson Blackwell, Director of Talent Acquisition – Cal Poly        ...
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Samson Blackwell
4:30 pm - 5:00 pm


8:00 am - 8:30 am

Open – Continental Breakfast

Workshop: Continuous Improvement in the Back Office Using Personal Kanban [5.5 hrs]

Bensons' Real Lean Reading List
(Note: Add "Toward a Chaoridic Age" by Dee Hock - it's his story of how he founded VISA in the 60s),

Workshop Description:  Personal Kanban is a simple, effective, award-winning management system for digging out of work -- and staying dug out -- to achieve higher quality, better productivity, greater job satisfaction, and peace of mind....
Jim Benson
12:15 pm - 1:00 pm


Summit Lean Poster Gallery



Central Coast Lean Summit 2018 is sponsored by: