OBT Engagement Request

OBT Engagement Request

Use this form to request Training, Project, or Consulting services from

ADMIN IT's Office of Business Transformation.

Engagement Req: Request Date*

Enter today's date.

Engagement Req: Requestor Name*

Please enter your name.

Engagement Req:: Requestor Email*

Please enter your email address.

Requestor Primary Unit or School*

Please select your Primary UC Davis Organization.

Select

Engagement Req: Requestor Department or Area*

Please provide relevant details about where you work.

Engagement Request: Interested in...*

Please choose the service you need.

Select

Engagement Req: Training type*

Please choose the training topic you're interested in.

Engagement Req: Consultation Type*

Please choose the type of consultation service you're interested in.

Select

Engagement Req: Project Type*

Please choose the type of project you'd like support with.

Lean Six Sigma Project

Change Management Project

Other

Engagement Req: Is this a Just Do It (JDI)?*

A "Just Do It" (aka JDI) is a QUICK WIN where you experiment with your solution and implement the change if it works. This is a quicker, often less complex solution than launching a full project.

If all 4 below statements are TRUE, we recommend you proceed with a JUST DO IT.

1. The Requestor or Sponsor has control over changing or updating the process in question.

2. If the improvement might require a financial investment, the Requestor has available budget.

3. A Sponsor has been identified who has the ability to make both financial and process-related decisions.

4. The impact of the change will primarily be realized by the Requesting Unit/Dept/School.

All 4 of the above questions are true. I will proceed with a Just Do It (JDI).

Would prefer an OBT Consultation

Not all of these statements are true, or I would still like to explore project options.

Engagement Req: Please Describe Below:*

What does success look like for you? To the best of your ability, please describe the support needed.

Engagement Req: Project Name*

Please name your project.

Engagement Req: Business Need*

What is the problem you are trying to solve or the opportunity that needs to be realized?

Engagement Req: Sponsor Name

Please enter the name of the person who will Sponsor this project.

Engagement Req: Quantitative Benefits

What are the quantitative benefits or anticipated ROI of doing the project? Select the following where appropriate:

Not Sure? Review OBT's Lean Metrics Manual to understand different types of metrics to quantify benefits.

Cost Savings: Any action that results in a tangible financial benefit that lowers current spending, investment, or overhead.

Cost Avoidance: Any action that avoids having to incur costs in the future.

Revenue Generation: New or improved services that increase revenue or improve financial sustainability.

Efficiency: Increase speed of operations by eliminating unneeded process steps, manual process steps, and/or rework steps.

Productivity: Reduced re-work, variance or redundancy leads to higher work outputs. Enables redeployment of staff hours to more impactful efforts.

Customer Satisfaction: Faculty, Student, Staff (customer) satisfaction due to service improvement. Or, employee job satisfaction.

Compliance; Cost of non-compliance: Increases compliance or safety.

Engagement Req: Proposed Solutions

Do you already have ideas about how to solve this issue? What solutions have you already tried that haven't solved the problem?

Engagement Req: Current Lean Competencies

Have any of the anticipated project team members had any experience with prior process improvement projects? Or, have they received Lean Six Sigma training (ex, White Belt, Yellow Belt, Green Belt) at this or any other institution?

Some staff has taken the 1-hour self-led White Belt training on LMS.

Some staff has been Yellow Belt Certified.

One or more Green Belt(s) are trained within my Unit/Dept.

There are one or more Black Belts within my Unit/Dept.

People on the team have completed prior Lean Six Sigma or Process Improvement projects.

The Sponsor has had OBT Sponsor Onboarding Training.

No one leading the project or on the project team has had any Lean Training.

Other

I am not sure

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