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Facilitation and Training

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Update in response to COVID-19

OBT is committed to being available as a resource for you; we are dedicated to ensuring our important work can continue while also being vigilant about the most important thing - the health of our students, staff, faculty and families.

While our in-person training opportunities are on hold, we can continue to embrace and grow a culture of continuous improvement virtually. We have added Virtual Learning Opportunities to our Facilitation and Training page.

Additionally, our team is happy to consult with you on project ideas or collaborative tools to sustain momentum of projects and initiatives currently underway. 

Take care!

Office of Business Transformation

Process Improvement Training

The following courses are designed to empower a culture of continuous improvement.

  • Lean Six Sigma White Belt
  • 60-90 minute introduction to lean and six sigma concepts for teams or units. 

    By request only, please email Erica Aichwalder

  • Lean Six Sigma Yellow Belt Training
  • Upon completion of this course, participants will be Lean Six Sigma Yellow Belt practitioners

    Topics Covered:

    • Understand the language and verbiage of process improvement and Lean Six Sigma.
    • Obtain a working knowledge of the tools of process improvement/Lean Six Sigma and how to apply them specifically in a higher education setting.
    • Gain the ability to identify “non-value added” activity.
    • Learn how to measure and analyze data from core processes in order to identify areas of improvement.
    • Recognize the value of integrating the “voice of the customer” into process improvement projects.

    Process Improvement Tools

    • DMAIC model
    • Value Stream Mapping
    • Lean 5s
    • Data Analysis and Sigma

    Training Logistics - Open Enrollment

    Classes offered monthly. 
    8:30 a.m.–4:30 p.m.
    Located on the Davis campus
    Lunch provided
    Subject to $125/person departmental recharge

    Now registering for classes in 2020

    COVID-19 Update: Due to the public health crisis and guidance from the state and county, we have canceled our Yellow Belt training thru August 2020. Classes will be rescheduled when we are able to return to normal operations. We will work to reschedule participants in the order in which classes were cancelled. Stay tuned for more information. 

    Date Time Location
    Wednesday, February 5, 2020 8:30 a.m.–4:30 p.m. EOC Conference Room, Davis campus
    Wednesday, March 18, 2020  canceled 8:30 a.m.–4:30 p.m. EOC Conference Room, Davis campus
    Wednesday, April 15, 2020  canceled 8:30 a.m.–4:30 p.m. EOC Conference Room, Davis campus
    Thursday, May 21, 2020 canceled 8:30 a.m.–4:30 p.m. 1632 Da Vinci Ct, room 29, Davis campus
    Thursday, June 18, 2020 canceled 8:30 a.m.–4:30 p.m. EOC Conference Room, Davis campus
    Thursday, August 13, 2020 canceled 8:30 a.m.–4:30 p.m. EOC Conference Room, Davis campus
    Wednesday, September 16, 2020 8:30 a.m.–4:30 p.m. EOC Conference Room, Davis campus
    Wednesday, October 14, 2020 8:30 a.m.–4:30 p.m. EOC Conference Room, Davis campus
    Wednesday, November 11, 2020 8:30 a.m.–4:30 p.m. EOC Conference Room, Davis campus
    Wednesday, December 9, 2020 8:30 a.m.–4:30 p.m. EOC Conference Room, Davis campus


  • Lean Six Sigma Green Belt Training
  • Upon completion of this course, participants will be Lean Six Sigma Green Belt practitioners. Each participant will complete a project resulting in savings of at least $40,000 for UC Davis.

    A Lean Six Sigma Green Belt will be able to:
    > Select the right projects.
    > Define the problem that needs to be solved.
    > Measure the current problem and baseline the process.
    > Analyze the process and identify the cause of the problem.
    > Improve the process by implementing and verifying the best solution.
    > Control the new process by maintaining the solution.

    Topics covered:
    > Define a Six Sigma Project: Learn how to select the right project and define the problem that needs to be solved; build the business case and develop the project charter.
    > Understand the Customer: Engage in activities to define the customer's value chain; identify Critical to Quality (CTQ) process actvities and define key performance indicators.
    > Quality Tools: Utilize quality tools such as check sheets, Pareto charts, scatter plots and histograms to perform data analysis and assess measurement system capabilities.
    > Sustain the Change: Integrate project control plans and organizational change management to support adoption of solutions. 

    Process Improvement Tools
    > DMAIC Model
    > Design of Experiments
    > Lean Metrics
    > Process Statistical Analysis
    > Organizational Change Management

    Training Logistics
    The Lean Six Sigma Green Belt program is offered through UC Davis Continuing and Professional Education. The pilot cohort is scheduled to begin in March 2020. Participation in the pilot cohort is determined by dean or vice chancellor nomination only. Future opportunities to participate will be available in the coming months.

  • Customized Process Improvement Training
  • If you are interested in providing a private training for your team or department, OBT will partner in the development and delivery of a training that meets your objectives.

    By request only, please email Erica Aichwalder

Change Management Training

In effort to grow change management competency across the organization, UC Davis offers the following courses.

  • Change Management Fundamentals
  • An interactive session that explores the fundamental principles and practices of change management. Based upon proven, research-based approaches from Prosci®, the global leader in change management practice and research, participants will learn practical tips and tools for managing “the people side of change.”

    Duration: 4 hours

    What’s in it for you?

    > Define change management
    > Identify how to communicate the value of change management to your peers and leaders
    > Apply key change management tenets to a change effort
    > Learn the key questions to ask in order to successfully address the “people side” of change

    Before you Sign up

    1. Be prepared to attend the full session as scheduled
    2. Consider how you will bring lessons learned back to your team or department

  • Change Management for Managers and Supervisors
  • Managers play a critical role during times of change: research shows that employees look to managers and supervisors first to understand how changes will personally impact them. However, managers often underestimate their role in change or are unsure how to fulfill it. This highly interactive program builds change competency in people managers by providing a proven framework and practical tools for being an effective change leader. Managers and supervisors will learn how to improve change readiness by proactively addressing common individual and organizational barriers and applying proven building blocks from Prosci® during a change effort.

    Duration: 4 hours 

    What's in it for you?

    > Increase change readiness by applying research-based change management methods and tools
    > Define the manager/supervisor roles in change success
    > Identify how to address common change barriers among individuals or teams
    > Enhance your effectiveness as a change leader
    > Enhance your ability to manage change resistance

    Before you Sign Up

    1. Be prepared to attend the full session as scheduled

    Register | UC Davis Campus / Register | UC Davis Health Campus
  • Prosci® Change Practitioners Workshop
  • The Prosci® Change Management Certification Program gives you the knowledge, skills and tools to drive successful change initiatives. This three-day experiential learning program teaches you how to apply a holistic change management methodology and toolset, including the Prosci® ADKAR® Model, to a real-world projects. You will leave with a change management plan that leverages research-based best practices to effectively manage change and enhance project results.

    Duration: 3 days

    What’s in it for you?

    > Apply the Prosci® ADKAR® Model to facilitate individual change
    > Apply the Prosci® Change Management Methodology to an existing change effort
    > Gain access to the Prosci® Change Management tools

    Before you Sign up

    Attendance is by invitation only.
    Subject to $400/person departmental recharge (a discount from Prosci's $4000 course cost)
    If you are interested in attending a future offering, please send your inquiry to Randa Wilbur with Organizational Excellence.


OBT aims to empower and actively support UC Davis staff and faculty to work toward optimizing all areas of their business through facilitated workshops.

  • Custom Workshop
  • Each organization comes with its own unique history, culture, challenges, and needs. Whether you are looking to introduce concepts, conduct a rapid process improvement event or enhance existing competencies, OBT can help you design and facilitate a custom workshop to fit your needs.

  • Liberating Structures
  • Did you know that you can greatly increase productivity and innovation in transforming your business processes? The challenge is how to liberate and learn from the collective intelligence.

    Collaborate with an OBT consultant on how to use Liberating Structures which are novel, practical and no-nonsense methods to help you improve and transform your business in a fun and innovative way.

    Learn more.

    By request only, please email Erica Aichwalder  

Virtual Learning Opportunities

Participate in webinars and virtual communities of practice to stay engaged and learn more about best practices in continuous improvement.

  • Network for Change and Continuous Innovation (NCCI)
  • NCCI is the Network for Change and Continuous Innovation: Higher Education's Network for Change Leadership. NCCI's vision is to position higher education institutions to be agile, lifelong learning models to transform lives and communities around the world.

    UC Davis is an institutional member of NCCI; this provides all UC Davis staff access to a robust library of resources, including live webinars. Please contact us if you have questions about accessing NCCI content. 

    OBT recommends the following upcoming sessions:
    Date Title (hyperlink to registration) Description
    Wednesday, July 8 and Thursday, July 9, 2020 2020 NCCI Virtual Conference

    NCCI is moving its Annual Conference online, July 8–9: Transforming Today’s Reality Into Tomorrow’s Opportunity

    At this year’s conference, you can look forward to:

    > Live keynotes featuring inspiring leaders in the profession
    > A virtual platform that creates a dynamic and personalized conference experience

    > Chat rooms for peer-to-peer networking
    > Sessions that are interactive and make participation easy
    > Creative networking opportunities to meet others through polls, activities, and more
    > The unique opportunity to attend all sessions, as all will be available to view after the event

    As always, the NCCI Annual Conference is not a “one-time event,” but an opportunity to build a network you can call upon; a place to learn skills and tools that help you advance in the profession; and a unique time for active self reflection on where higher education is moving.

    Registration for this conference is free; FOA Finance and Business and Office of Business Transformation are sponsoring fees for all UC Davis participants.  Please register using your email address and select the group/institutional membership registration ($0). For questions or registration problems, please contact Alicia Webber.

    Wednesday, July 29, 2020 The Path to Change The Path to Change: Implementing the Largest Academic Business Transformation Project in North America; Presented by Randa Wilbur, Ann Foley, and Vicky Tibbs, UC Davis Organizational Excellence
    Thursday, August 27, 2020 Design Thinking Design Thinking; Presented by Rod Githens, University of the Pacific 

    Previously recorded sessions can be accessed by logging into NCCI Connect, a few of interest include:

     - The Science of Stories: How They Alter Our Risk Perceptions More Powerfully than Info or Data Do (So Tell Good Ones)! (March 2020) Presented by Jonathan Klane, Director of Strategic Change in Safety Culture, UC Davis College of Engineering. 

    Creating Cross Functional Success - Breaking the Silos
    (November 2019). Presented by: Kathleen Scott and Rudy Sanchez, California State University Fresno

    Lean Leadership 101 (March 2018) Presented by: Eric Olson, PhD, California Polytechnic State University

  • Additional Resources
  • Recommended web resources including; upcoming and/or previously recorded webinars, blogs, podcasts:

    - Process Palooza brought to you by our colleagues at UC San Diego: webinar series starting May 12, 2020; showcases how continuous improvement and Lean Six Sigma can help transform and rethink operations on the fly. Register Here

    If you missed any of the Process Palooza sessions, links to recordings can be found below.
    Date Workshop Description
    May 12 The Future of Lean Six Sigma Across Higher Education
    May 19 Empowerment and Innovation: Cultivating a Continuous Improvement Movement
    May 26 Community Inspiration: The United States Postal Service Lean Journey
    June 2 UC San Diego Transformational Healthcare
    June 5 Lean Six Sigma White Belt training
    June 9 Process Improvement Show and Tell

      Also of interest

    - Everything YOU Ever Wanted to Know about Process Improvement and Lean, but Were Afraid to Ask. Blog Post - Why Consider Lean Process Improvement or Process Management by Dan Feely, Founder and President of Transforming Solutions, Inc.

    - Transitioning to Remote Work by EDUCAUSE: lessons and tips for working virtually

    - Our Shared Challenges by Tim Creasey via LinkedIn: shared challenges in response to COVID-19

    - The Why, How and What of Continuous Improvement by Jeff Roussel: presentation on building a lean culture

    Recommended Change Management e-books:
    - Employee Survival Guide to Change by Jeffrey M. Hiatt
    Whether you are impacted by changes or leading others through change, the Employee’s Survival Guide to Change is an invaluable resource. For employees, this book will help you make sense of the changes happening in your organization.  Learn how you can be successful during periods of  change, and how you can be a proactive change agent among your peers. For leaders, use this book to create a change-ready culture in your organization.  By providing employees with an overview of the Prosci ADKAR Model, you will enable them to understand their own barriers for change and ask for the support they need to move successfully through the change process.

    - ADKAR by Jeffrey M. Hiatt

    How can you lead change successfully, both in your personal life and professional career? This book provides an in-depth explanation of the Prosci ADKAR® Model’s structured approach to change management.  Learn how to apply this model to support individuals through change, ultimately achieving organizational results

    Check back often as we continue to update resources...