COPEX-OEMS:2026 SPECIFICATION

The Operational Excellence Standard™

The codified criteria defining what an Operational Excellence Management System (OEMS) requires. COPEX provides the independent standard against which facilities and advisory transformations are objectively audited.

The 6 Auditable ClausesNormative Requirements
CLAUSE AUDIT REQUIREMENTOEMS Clause 1.0

Policy Deployment (Hoshin Kanri)

Ensure complete horizontal and vertical alignment between executive strategy and daily frontline work.

Sub-Clause Mandates
1.1 — Catchball Governance
Bi-directional target negotiation across all managerial and supervisory tiers.
1.2 — Breakthrough Targets
Translation of 3-5 strategic imperatives into discrete, quantifiable line-level KPIs.
1.3 — Review Rhythms
Documented monthly and quarterly countermeasure reviews addressing red-line metrics.
Mandatory Audit Evidence
✓Catchball negotiation records
✓Deployment matrix (X-Matrix)
✓Quarterly executive audit logs
Maturity Framework

The Operational Maturity Index (OMI)

COPEX evaluates facilities across five progressive stages to determine baseline performance and build structured multi-year roadmaps.

01
Ad HocReactive

No codified standards. Operational performance depends entirely on heroic firefighting and individual tribal memory.

Compliance Target< 30%
02
StandardizedDisciplined

Visual 5S established, baseline standard work documented, localized departmental tracking.

Compliance Target30% - 50%
03
ConnectedSystemic

Value streams mapped, living hour boards active, cross-functional flow pacing established across cells.

Compliance Target51% - 70%
04
GovernedDigital

Live digital OEE via MyGemba, daily supervisory Toyota Kata coaching cadences, DMAIC variance elimination.

Compliance Target71% - 85%
05
BenchmarkAutonomous

Institutional operational line-of-sight, predictive process capability, self-sustaining continuous improvement.

Compliance Target86% - 100%

Conduct an OEMS Assessment

Evaluate your manufacturing facility or supply chain against the full COPEX-OEMS:2026 standard.

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