Operational Excellence Simplified

User Agreement / Terms of Use

1. About Us

This website and the products and services offered through it are provided by Operational Excellence Simplified (“we”, “us”, “our”).

2. Acceptance of These Terms

By accessing this website, creating an account, purchasing a product or service, accessing free or paid course content, downloading materials, or using PATH OEMS™, you agree to be bound by these Terms of Use.

If you do not agree with these Terms, do not use the website, register for our products, or purchase our products or services.

3. What We Offer

We may offer one or more of the following products and services:

• Operational Excellence Need Assessment (“OENA”)
• PATH OEMS™ Free Trial
• Self-Directed PATH OEMS™
• Self-Directed PATH OEMS™ Monthly
• STEP Bootcamp
• related courses, templates, guides, worksheets, examples, tools, downloadable materials, and supporting resources

We may add, remove, revise, reprice, rename, restructure, or discontinue products, services, features, or content at any time.

4. Product Descriptions and Sales Pages

The product description, price, access period, delivery method, session details, and any special conditions shown on the relevant product page, checkout page, course page, or written proposal form part of these Terms.

If there is a conflict between these general Terms and a written agreement or custom proposal signed or confirmed by us, the written agreement or custom proposal will apply to the extent of the conflict.

5. Licence and Permitted Use

When you purchase or are granted access to a product, we grant you a limited, non-exclusive, non-transferable, revocable licence to use the purchased or granted content for your own permitted use during the applicable access period.

Unless we explicitly agree otherwise in writing:

• access is for one named user only
• account credentials may not be shared
• content may not be copied, distributed, resold, sublicensed, repackaged, published, uploaded elsewhere, or made available to unauthorised users
• our materials may not be taught, sold, presented, or marketed as your own system, framework, methodology, course, training, or consulting product
• organisational, team, group, or multi-user use requires the appropriate product, licence, quotation, or written permission from us
• consultant use with client organisations is permitted only to the extent allowed by the specific product purchased or by written agreement with us

6. PATH OEMS™ Use

PATH OEMS™ is a structured Operational Excellence Management System and guidance product.

Access to PATH OEMS™ materials does not transfer ownership of the system, methods, templates, tools, examples, guides, training content, diagrams, process documentation, or intellectual property.

Unless explicitly stated in the product description or agreed in writing, purchasing a training product does not automatically include separate access to the full Self-Directed PATH OEMS™ product.

7. Current Product Access Rules

Access periods and delivery methods vary by product. Unless otherwise stated on the relevant product page or checkout page, the following general rules apply.

Free Products

Operational Excellence Need Assessment (OENA):
OENA is provided free of charge and may include access for a limited period, such as 30 days.

PATH OEMS™ Free Trial:
The free trial provides limited access for a defined period, such as 60 days. Access expires automatically at the end of the trial period unless converted to a paid product.

Paid Digital Access Products

Self-Directed PATH OEMS™:
This product provides access to the applicable PATH OEMS™ materials for the stated access period, such as 12 months from purchase. Access ends at the end of the access period unless renewed, repurchased, or extended by us.

Self-Directed PATH OEMS™ Monthly:
This product provides monthly access while payment remains current. The product may use progressive or dripped access over several months, such as a six-part release over six months. If payment stops, future access and unreleased content may stop.

Live Training Products

STEP Bootcamp:

STEP Bootcamp is a 28-day live virtual training programme that includes four live training sessions, four practical assignments, personalised feedback on submitted assignments, and access to the applicable digital course materials stated on the product page.

Participants may be given the opportunity to revise and resubmit assignments based on feedback. A certificate and other completion credentials may be provided upon successful completion of the applicable attendance, assignment, and programme requirements.

STEP Bootcamp is delivered in scheduled cohorts. Available cohort dates and live session dates may be displayed before purchase or enrolment. You are responsible for reviewing the available dates and ensuring that you are able to participate in the selected cohort before purchasing.

Attendance, assignment submission, completion, rescheduling, and missed-session requirements are subject to the conditions stated on the relevant product page and in our Refund, Rescheduling, and Cancellation Policy.

Completion of STEP Bootcamp does not guarantee employment, promotion, increased compensation, career advancement, or any other specific professional or financial outcome.

8. Live Session Scheduling and Attendance

Where a product includes live training:

• sessions are delivered virtually unless otherwise stated
• available dates may be shown on the relevant product page
• you may be asked to select a preferred session date through a survey, form, or course step
• live-session links will be sent to the email address associated with the participant’s enrolment. For participants using an instalment payment option, the link for an upcoming session may be sent only after the applicable instalment has been received.
• Meeting links are provided only to the registered participant and must not be forwarded, shared, published, or used by another person without our written permission.
• you are responsible for providing an accurate email address and checking your email before the session
• session availability may be limited
• attendance rules may vary by product
• missed sessions will be treated as used unless we agree otherwise in writing

For multi-session training, you are responsible for attending all sessions in the selected cohort or schedule. If you miss one session, we may, at our discretion, allow you to attend a replacement session in a future cohort, but we are not required to do so unless stated in writing.

9. Certificates

Some products may include a certificate upon completion. A certificate may require completion of required lessons, attendance at required live sessions, completion of required course activities, or other completion criteria stated in the product.

Certificates issued by us are evidence of completion of our training product only. They do not represent a government licence, professional designation, university credential, legal certification, or independent third-party certification unless explicitly stated.

10. Payments

Prices are shown in the stated currency at the point of sale. You agree to pay all applicable fees, charges, and taxes.

Where applicable:

• one-time digital access products are paid at checkout
• yearly access products are paid annually or purchased for the stated annual access period
• monthly access products are billed monthly or renewed monthly as stated at checkout
• live training products are paid before attendance unless otherwise agreed
• custom corporate training is paid according to the relevant quotation, invoice, proposal, or written agreement

If a payment fails, we may suspend or terminate access until payment is resolved.

11. Renewals and Cancellation of Recurring Access

For recurring products, renewal and cancellation terms will be stated at checkout, on the product page, or by the relevant payment platform.

If you cancel a recurring monthly plan, cancellation stops future billing only. Access may continue until the end of the current paid billing period unless otherwise stated.

Yearly access products do not automatically renew unless the checkout page, payment platform, or product page clearly states that the product renews automatically.

12. Intellectual Property

All content and materials on this website and in our products remain our property or the property of our licensors. This includes, without limitation:

• PATH OEMS™
• Operational Excellence Simplified branding
• training materials
• course content
• templates
• tools
• guides
• examples
• text
• diagrams
• frameworks
• worksheets
• process documentation
• videos, slides, and downloadable materials
• product names, logos, and branding elements

Purchase, registration, or access grants a licence to use the content under these Terms. It does not transfer ownership of any intellectual property.

You may not:

• reproduce, modify, translate, distribute, publish, sell, license, or commercially exploit our materials
• create derivative commercial products based on our materials
• remove copyright, trademark, or ownership notices
• present our system, materials, or methods as your own
• use our content to train, build, or sell a competing product, course, framework, system, or methodology

13. PATH OEMS™ is a Guidance Product

Our products are designed to support Operational Excellence learning, planning, implementation, and management. They provide structured guidance, methods, examples, and tools, but they do not guarantee a specific result, outcome, certification, operational improvement level, financial return, compliance outcome, or business transformation result.

Actual outcomes depend on many factors, including:

• user capability
• implementation quality
• organisational readiness
• leadership support
• available resources
• stakeholder engagement
• follow-through
• context, constraints, and business conditions

14. No Professional Advice

Our content is educational and practical in nature. It is not legal, financial, accounting, regulatory, medical, tax, engineering, safety, or other professional advice.

You are responsible for obtaining your own professional advice where needed.

15. Acceptable Use

You agree not to use the website, products, or services:

• unlawfully
• in a way that infringes intellectual property rights
• in a way that interferes with the website, course platform, payment platform, or services
• to copy, scrape, extract, download, or reproduce content without permission
• to share paid content with unauthorised users
• to abuse, harass, threaten, or harm us, other users, or service providers
• to misrepresent your identity, account, organisation, or authority to purchase or use the product

16. Live Session Conduct

Participants in live training sessions must behave professionally and respectfully toward instructors and other participants. Participants must not engage in abusive, threatening, discriminatory, harassing, disruptive, offensive, or otherwise inappropriate behaviour, deliberately interfere with the delivery of a session, or share meeting access with unauthorised persons.

We may warn, mute, remove, or exclude a participant from a live session where we reasonably consider this necessary to protect other participants, maintain an appropriate learning environment, or address a breach of these Terms.

Serious or repeated misconduct may result in removal from the programme or termination of access. Where access is terminated because of the participant’s misconduct or breach of these Terms, payments already made will not be refunded, except where required by applicable law.

Participants may not record, reproduce, livestream, photograph, distribute, or otherwise capture live training sessions or other participants without our prior written permission.

17. Suspension or Termination

We may suspend or terminate access, without refund where appropriate, if:

• you breach these Terms
• you fail to make required payments
• you misuse the products, website, or services
• you share access unlawfully
• your use creates legal, security, operational, reputational, or intellectual property risk
• we are required to do so by law, platform rules, or service-provider requirements

18. Updates to Content and Products

PATH OEMS™ and related products may be updated, improved, revised, expanded, reduced, corrected, or restructured over time. We are not required to preserve every prior version indefinitely.

Product improvements, corrections, restructuring, or updates do not create a right to refund unless required by law or expressly stated by us in writing.

19. Third-Party Platforms

We may use third-party platforms and providers to deliver products and services, including course platforms, payment processors, video meeting tools, webinar tools, form tools, email tools, analytics tools, and hosting providers.

Your use of those platforms may also be subject to their terms, policies, privacy notices, and technical requirements.

We are not responsible for outages, delays, errors, payment issues, access issues, or technical problems caused by third-party platforms, except to the extent required by law.

20. Limitation of Liability

To the maximum extent permitted by law:

• we are not liable for indirect, incidental, special, consequential, exemplary, or punitive losses
• we are not liable for loss of profit, revenue, business opportunity, expected savings, goodwill, data, productivity, operational performance, or business value
• our total liability arising out of or relating to your use of the website, products, or services will not exceed the amount you paid to us for the relevant product or service in the 12 months preceding the event giving rise to the claim

Some jurisdictions do not allow certain limitations of liability. In those cases, our liability will be limited to the maximum extent permitted by applicable law.

21. Indemnity

You agree to indemnify and hold us harmless from claims, losses, liabilities, damages, costs, and expenses arising from your misuse of the website, products, or services, your breach of these Terms, your infringement of intellectual property rights, or your unauthorised use or sharing of our content.

22. Governing Law

These Terms are governed by the laws of Ontario and the laws of Canada applicable therein, without regard to conflict of laws principles.

23. Changes to These Terms

We may update these Terms from time to time. The updated version will be posted on this website with a revised effective date. Continued use after changes are posted constitutes acceptance of the updated Terms.

24. Contact

For questions about these Terms, contact:
[email protected]