About this Presentation

Since the publishing of The Goal, TOC can be seen as a solution or a path to a Process of Ongoing Improvement (POOGI) that, if properly executed, allow organizations to develop and execute a Blue Ocean strategy, effectively becoming Ever Flourishing companies. In order to do so there are a number of challenges inside the organizations and these are dealt with by many advances and knowledge developed in the TOC community. The role of consulting companies as agents of change and change management is a crucial one as it is rare to encounter management and ownership capable of incorporating the vision, the commitment and the technical TOC expertise needed to execute such projects without help from external agents. Therefore, it is important to reinforce the TOC Consultancy capabilities to sell and deliver Blue Ocean Projects. In this workshop, we will present and discuss a Strategy and Tactics tree (S&T) detailing all the steps from the first meeting with a suitable decision maker to the final sale of the project to measuring and controlling of the execution and its remuneration. What are the requirements on each step, how the process can be tailored and what are indispensable assumptions and the key success factors for successfully selling holistic projects or Blue Ocean Projects will be covered. Video length: . PDF: slides.

What Will You Learn

To help you get the most value from this session, we’ve highlighted a few key points. These takeaways capture the main ideas and practical insights from the presentation, making it easier for you to review, reflect, and apply what you’ve learned.

Plane
Blue Ocean projects represent a shift from a highly competitive environment to a space with less competition and more opportunities.
A Decisive Competitive Edge (DCE) is essential for growth and stability in a company.
The combination of a DCE and a Theory of Constraints (TOC) culture can help companies enjoy fluctuations in the market, rather than suffering from them.

Instructor(s)

Humberto R. Baptista

Humberto R. Baptista is a strategic thinker, innovator, and Synergist, serving as CEO of Vectis Solutions. A recipient of the TOCICO Lifetime Achievement Award (2019), he has spent decades shaping how organizations think, decide, and perform. Humberto was a strategic advisor to Neogrid, a member of the TOCICO Board of Directors, and a senior figure in the Goldratt Group. He has led major Viable Vision transformations across sectors—from consumer goods and retail to manufacturing, services, and large-scale projects—delivering tangible, systemic breakthroughs. As a global educator, he has trained hundreds of TOC Viable Vision Application Experts and Project Leaders. Humberto is the creator of the Comprehensive Management methodology, designed to connect local actions with global consequences in real-world business systems. His current focus includes Comprehensive Management, TOC Principles, S&T-based implementations, advanced TOC Finance, and applying TOC to complex domains like retail, government, health, and education.

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