woman smiling and answering questions during a workshop

Facilitation and Training

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: a self-paced course delivered via LMS
  • The White Belt course is intended to introduce basic terminology and concepts in Lean and Six Sigma. Participants will learn how to identify process issues and eliminate waste. This is a pre-recorded Zoom session, available to all UC Davis students, faculty and staff who wish to enable the improvement of personal and team productivity. Please note the recording is under 40 minutes in duration and there is an accompanying workbook (also accessible directly thru the course launch in LMS.) 


  • Lean Six Sigma Yellow Belt Training
  • COVID-19 Update: Due to the public health crisis and guidance from the state and county, we have canceled our in-person Yellow Belt training thru Summer 2021. We hope to be able to bring this offering back when the campus resumes normal operations and in-person classes in Fall 2021.  We will work to reschedule participants in the order in which classes were cancelled. Stay tuned for more information. 

    Please reach out to Erica Aichwalder, Manager - Office of Business Transformation to explore alternative training opportunities. 

    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.  Training classes are cancelled until further notice due to the pandemic.
    8:30 a.m.–4:30 p.m.
    Located on the Davis campus
    Lunch provided
    Subject to $125/person departmental recharge


  • Lean Six Sigma Green Belt Training
  • Green Belt update 3/31/2021: Applications are now being accepted for the 2021 cohort; Thursday, April 22, 2021 is the final day to submit.

    Join us on Thursday, April 8 at 11:00 am for a hosted information session, please register in advance. If you are unable to attend, we will record the session and post it here. Questions about the program or application process should be directed to Erica Aichwalder.

    Learn more about the program or apply below. 

    Application submission period April 1, 2021 - April 22, 2021

    Upon completion of this course, participants will earn a Lean Six Sigma Green Belt Badge. Each participant will complete a project resulting in hard and/or soft savings for UC Davis.

    A Lean Six Sigma Green Belt will be able to:
    > Serve as practitioners of Lean methodology.
    > 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 activities 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

    Participation requires sponsor (leadership) endorsement and cohort size is limited to 20 participants, more detailed course information can be found here. Selection will be based on personal statement and sponsor endorsement.



  • 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. Contact Organizational Excellence to learn more about custom Change Management training opportunities. 

  • 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
    Thursday, January 28, 2021  Power60: Diversity Intersectionality: The Exponential Impact and the Lived Experience

    Presented by Megan Clough, MS, Director, Learning & Organizational Development at University of Maine System

    When we talk about truly ensuring Diversity, Equity and Inclusion (DEI) in our environments, understanding and considering Intersectionality and its exponential impact is critically important. Kimberlé Crenshaw's work about the persistence of inequalities introduced Intersectionality theory, which is now more formally defined as the complex, cumulative way in which the effects of multiple forms of discrimination (including but not limited to racism, sexism, and classism) combine, overlap and intersect in the experiences of individuals and groups. This session will engage participants experientially and provide insights on how to address this in our environments.

    Attendees will experience insightful exercises and leave the session able to facilitate a few short, tried-and-true exercises that help to teach this theory/lived experience. These methods are highly informative, emphasize the impact and - in a space where self-reflection is important and can be tough - are a nice balance of challenge/support backed by other tools. The exercises include 7/11, Measure, and Stepping Out & In.

    Thursday, February 18 Let's Take This Moment to Work On...Our Lives Presented by Olga Kipnis, Assistant Dean for Organizational Excellence in the School of Medicine at Washington University in St. Louis.

    When was the last time you paused to work on your life?

    Let’s take this moment… How Are You? As we move forward in 2021 and beyond, and you reflect on yourself as a person, partner, family member, colleague, leader – Who Do You Want to See?

    There is no question that 2020 has disrupted all our lives and our institutions’ ways of functioning. The pandemic has also reinforced that we are inseparable from our personal and professional environments. We continually face and may need to address new levels of challenges, emotions continue to be especially intense, and more is expected of us to perform.

    How do we move throughout the day to successfully perform in our careers and be fully present for our personal needs?

    In this session, Olga will offer some daily and impactful practices on how we can move throughout the day to perform in our careers and be present for our personal needs. The workshop will have two parts: the first hour will primarily present a framework with examples relevant to our personal and professional environments. The second part will create space for group exchanges as well as Q&A. If you have any questions prior to the session, feel free to reach out directly to Olga.

    Thursday, March 25 What is the Balanced Scorecard and How Can It Be Applied to Higher Education (Part 1) Presented by: Angela Song, Sr. Director, Office of Operational Strategic Initiatives, University of California San Diego

    Thursday, April 22 What is the Balanced Scorecard and How Can It Be Applied to Higher Education (Part 2) Presented by: Angela Song, Sr. Director, Office of Operational Strategic Initiatives, University of California San Diego

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

    - NCCI Community Library: a repository or previously recorded webinars and workshops 

     - 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:

      - LeanHE (Lean in Higher Ed)the peer organization for higher education staff working to improve universities around the world using lean or similar process improvement methodologies. 

        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...