Legal

Operational Excellence Simplified — Legal Terms

Effective Date: April 26, 2026
Business: Operational Excellence Simplified
Location: Toronto, Ontario, Canada
Contact: info@operationalexcellencesimplified.com

1) 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, registering for a webinar, 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™ Webinar
PATH OEMS™ Free Trial
Self-Directed PATH OEMS™
Self-Directed PATH OEMS™ Monthly
PATH OEMS™ Deployment Corporate Training
Self-Taught Operational Excellence Foundation Training
Operational Excellence Foundation Training
Self-Taught PATH OEMS™ Deployment Training
PATH OEMS™ Deployment Training
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™ Webinar:
The webinar is provided free of charge unless otherwise stated. Registration may require account creation or completion of a form or survey. Session links may be sent manually by email after registration and session selection.

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.

Self-Taught Operational Excellence Foundation Training:
This product provides self-paced digital access for the stated access period, such as 12 months, and may include a certificate upon completion of the required course activities.

Self-Taught PATH OEMS™ Deployment Training:
This product provides self-paced digital access for the stated access period, such as 12 months, and may include a certificate upon completion of the required course activities.

Live Training Products

Operational Excellence Foundation Training:
This product includes one live virtual training session, such as one 2-hour session, plus the digital course access stated on the product page. A certificate may be provided upon completion of the required activities or attendance requirements.

PATH OEMS™ Deployment Training:
This product includes multiple live virtual training sessions, such as three 4-hour sessions, plus the digital course access stated on the product page. A certificate may be provided upon completion of the required activities or attendance requirements.

Live training dates may be displayed before purchase. You are responsible for reviewing the available dates before purchasing. If the available dates do not suit you, you should not purchase the live version and should consider the relevant self-taught option where available.

Corporate Training

PATH OEMS™ Deployment Corporate Training:
Corporate training is provided by custom scope, quotation, proposal, or written agreement. Pricing, participant numbers, delivery format, licence terms, access periods, cancellation terms, and other conditions may vary by agreement.

8. Live Session Scheduling and Attendance

Where a product includes live training or a live webinar:

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
we may send the session link manually to the email address used for registration or purchase
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 may 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. 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

17. 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.

18. 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.

19. 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.

20. 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.

21. 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.

22. 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.

23. Contact

For questions about these Terms, contact:
info@operationalexcellencesimplified.com

2) Privacy Policy

1. Purpose

This Privacy Policy explains how Operational Excellence Simplified (“we”, “us”, “our”) collects, uses, stores, shares, and protects personal information when you use our website, products, services, webinars, training, forms, surveys, and related offerings.

2. What Information We Collect

Depending on how you interact with us, we may collect:

name
email address
phone number
organisation name
job title
billing address
payment-related information processed through our payment providers
account and login details
purchase history
product enrolment and access information
training scheduling details
webinar registration details
certificate completion information
communications and support enquiries
information you submit through forms, surveys, worksheets, assessments, or intake forms
website usage information, analytics data, cookies, and device/browser information

3. Why We Collect Personal Information

We collect personal information for purposes that are reasonable in the circumstances and related to our business, including:

creating and managing user accounts
delivering free and paid products and services
administering subscriptions, access periods, free trials, and bundles
scheduling and delivering webinars and training sessions
sending session links, course updates, service messages, and support communications
processing purchases, payments, refunds, cancellations, and invoices
issuing completion certificates where applicable
responding to enquiries and support requests
improving our website, products, courses, and services
managing security, fraud prevention, misuse, and unauthorised access
maintaining business, tax, accounting, and legal records
complying with applicable legal and regulatory obligations

4. Consent

Where required, we rely on your consent to collect, use, or disclose your personal information. By providing information to us, creating an account, registering, purchasing, submitting a form, or continuing to use our services, you consent to the collection, use, and disclosure of your personal information as described in this Privacy Policy, unless a different legal basis applies.

You may withdraw consent to certain uses, subject to legal or contractual restrictions and reasonable notice. Withdrawing consent may affect our ability to provide some products or services.

5. Limiting Collection

We aim to limit collection to the personal information needed for the purposes identified in this Privacy Policy and for purposes reasonably related to those purposes.

6. Cookies, Analytics, and Similar Technologies

We may use cookies and similar technologies to:

keep the website functioning
remember user preferences
understand website traffic and usage
improve website performance and user experience
support marketing and advertising, where applicable
understand which pages, products, and content are useful to visitors

You can control cookies through your browser settings. Some website functions may not work properly if cookies are disabled.

7. Email Communications and Marketing

We may send transactional emails related to your account, registration, purchase, product access, training session, webinar, certificate, or support request.

Where permitted, we may also send educational, promotional, or marketing communications. You may unsubscribe from marketing communications using the unsubscribe method provided in the message or by contacting us.

Even if you unsubscribe from marketing communications, we may still send transactional or service-related messages where needed to deliver products, manage your account, or comply with legal obligations.

8. Third-Party Service Providers

We may use third-party providers to support our operations, such as:

website hosting providers
course and product delivery platforms
payment processors
scheduling tools
video meeting and webinar platforms
form and survey tools
email and marketing service providers
analytics providers
cloud hosting and storage providers
accounting, tax, or business administration tools

We may disclose personal information to such providers only as needed for the services they perform for us, subject to appropriate contractual, technical, and operational safeguards where applicable.

9. Payment Information

Payments may be processed by third-party payment providers. We do not intentionally collect or store full payment card details on our own website unless clearly stated. Payment information is handled by the relevant payment provider according to its own terms and privacy practices.

10. Cross-Border Processing

Some service providers may store or process personal information outside your province, territory, or country of residence, including outside Canada. As a result, personal information may be subject to the laws of other jurisdictions.

11. Retention

We keep personal information only for as long as reasonably necessary to fulfil the purposes for which it was collected, and as needed to meet legal, accounting, tax, security, platform administration, and dispute-resolution requirements.

When personal information is no longer reasonably needed, we will delete, anonymise, or securely retain it in accordance with our business and legal requirements.

12. Safeguards

We use administrative, technical, and organisational safeguards appropriate to the sensitivity of the information to protect personal information against loss, theft, unauthorised access, use, disclosure, copying, modification, or disposal.

No website, platform, or electronic system is completely secure. We cannot guarantee absolute security.

13. Accuracy

We make reasonable efforts to keep personal information as accurate, complete, and current as necessary for the purposes for which it is used.

You are responsible for providing accurate information when registering, purchasing, selecting session dates, or contacting us.

14. Access and Correction

You may request access to the personal information we hold about you and request correction of inaccurate or incomplete information, subject to applicable law.

To make a request, contact us at:
info@operationalexcellencesimplified.com

15. Privacy Breaches

If we experience a breach of security safeguards involving personal information under our control, we will respond in accordance with applicable law, including any applicable notification, reporting, and record-keeping obligations.

16. Children

Our products and services are intended for adults and professional users. We do not knowingly collect personal information from children without appropriate authorisation.

17. Policy Updates

We may update this Privacy Policy from time to time. The updated version will be posted on this website with a revised effective date. Continued use after changes are posted means you accept the updated Privacy Policy, to the extent permitted by law.

18. Contact

For privacy questions, access requests, correction requests, or complaints, contact:

Privacy Contact: Saad Ghafoor, CEO
Email: info@operationalexcellencesimplified.com

3) Refund, Rescheduling, and Cancellation Policy

1. General Principle

This Refund, Rescheduling, and Cancellation Policy applies to products and services offered by Operational Excellence Simplified unless a product page, checkout page, written proposal, or written agreement states different terms.

Some products are digital access products, some are live training products, and some are bundles that include both digital access and live sessions. Different rules may apply to each part of a product.

2. Digital Products and Course Access

Unless otherwise stated on the product page, checkout page, or required by law:

digital products, digital course access, downloadable materials, access-based products, and self-paced training products are non-refundable once access has been granted
where access has been granted, partially used, or fully used, no partial refund will be provided unless we choose otherwise in writing
if a product includes a defined access period, access ends at the end of that period unless renewed, repurchased, or extended by us

This applies to products such as:

Self-Directed PATH OEMS™
Self-Directed PATH OEMS™ Monthly
Self-Taught Operational Excellence Foundation Training
Self-Taught PATH OEMS™ Deployment Training
other digital courses, tools, guides, templates, or downloadable materials

3. Free Products and Free Trials

Free products, freemium products, webinars, assessments, and free trials are provided as described on the relevant product page.

Access expires automatically at the end of the stated free or trial period unless converted to a paid product, renewed, or extended by us.

Because these products are free, no refund applies.

4. Monthly Access Products

For monthly access products:

you may cancel future renewals according to the platform or payment-provider process
cancellation stops future billing only
amounts already paid for the current billing period are non-refundable unless required by law
access may continue until the end of the current paid period unless otherwise stated
if the product uses progressive or dripped content release, cancelling or failing to pay may stop future access and unreleased content

5. Yearly Access Products

Yearly access products are purchased for the stated annual access period. Unless otherwise stated or required by law:

yearly payments are non-refundable once access has been granted
access continues for the purchased annual period
access ends after the annual period unless renewed, repurchased, or extended by us

6. Live Training Products

Live training products may include one or more live virtual sessions and may also include digital course access.

Unless otherwise stated:

live training must be purchased before attendance
available dates may be shown before purchase
you are responsible for reviewing the available dates before purchasing
if the available dates do not suit you, you should not purchase the live training product and should consider the relevant self-taught product where available
live session links may be sent manually by email
failure to receive a session link because you provided an incorrect email address, failed to check your email, or failed to complete required scheduling steps does not automatically create a refund right

7. Digital Access Included with Live Training

Where a live training product includes digital course access, the digital-access portion is treated as a digital product.

Unless otherwise stated:

digital course access may continue for the stated period, such as 12 months
the live-session entitlement and digital-access period may have different rules
if a refund is granted in exceptional circumstances, we may deduct or retain the value of any digital access already granted

8. Rescheduling by the Customer

For live training sessions, the customer may request to reschedule by giving at least 48 hours written notice before the scheduled session.

If at least 48 hours written notice is given:

we will make reasonable efforts to move you to another available session or cohort
rescheduling is subject to availability
we are not required to create a new session solely for one customer unless agreed in writing

If less than 48 hours notice is given:

we may treat the session as used, or
allow one exception at our discretion

If the customer fails to attend a scheduled session without notice, the session may be treated as used.

9. Multi-Session Training

For multi-session training products, such as PATH OEMS™ Deployment Training:

the customer is responsible for attending all sessions in the selected schedule or cohort
missed sessions may be treated as used
we may, at our discretion, allow attendance at a replacement session in a future cohort
replacement sessions are subject to availability and are not guaranteed unless agreed in writing

10. Rescheduling or Cancellation by Us

If we need to reschedule a live session, we will make reasonable efforts to offer an alternative time.

If we cancel a paid live training session and do not offer a reasonable alternative, we may provide a refund, credit, replacement session, or other remedy as appropriate and as required by law.

11. Cancellation of Live Training Products

Unless otherwise stated in writing or required by law:

live training products are non-refundable once the first live session has taken place
if a live training product is cancelled before any live session has taken place, any refund is at our discretion
if the product includes digital access, the digital-access portion remains non-refundable once granted
if a refund is granted in exceptional circumstances, we may deduct the value of digital access already granted, materials already provided, administrative costs, or sessions already delivered

12. Certificates

Where a product includes a certificate, the certificate is issued only after the applicable completion criteria are met.

Failure to complete the course, attend required sessions, or meet completion requirements does not create a refund right.

13. Bundles

Where a product includes both digital access and live training:

the product is treated as a bundle
digital access and live training may have different usage, refund, cancellation, and rescheduling rules
if a refund is granted in exceptional circumstances, we may deduct the value of any access already granted, materials already provided, or sessions already delivered

14. Webinars

Unless otherwise stated:

free webinars may be changed, rescheduled, or cancelled at any time
if a free webinar is cancelled, no refund applies
paid webinars, if offered, are non-refundable once the event has taken place
if we cancel a paid webinar and do not reschedule it, we may provide a refund or credit as appropriate and as required by law

15. Corporate Training

Corporate training is governed by the relevant quotation, proposal, invoice, statement of work, or written agreement.

Corporate training may have different payment, cancellation, refund, participant, access, and licence terms.

16. Books and Physical Products

If books or physical products are sold directly by us:

damaged or defective items may be eligible for replacement or refund in accordance with applicable law and the relevant sales-channel policy
if sold through third-party marketplaces, the marketplace rules may apply

17. Platform and Payment Provider Rules

Some purchases, refunds, cancellations, subscriptions, and access periods may be administered through third-party platforms or payment providers. Their technical processes, timelines, and policies may affect how cancellations or refunds are processed.

18. Contact

For refund, cancellation, or rescheduling requests, contact:
info@operationalexcellencesimplified.com