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Operational Excellence Services

Operational Excellence offers the following five services to the Carolina community: Solution Design, Transformation and Change Management, Facilitation, Advisory and Training. When schools and units reach out to collaborate on an opportunity for operational improvement, the OE team determines which service is best suited for their needs.

Interested in learning more about working with Operational Excellence?

Reach out to the team

Solution Design: OE facilitates solution design for complex challenges by bringing together a mix of central and campus unit members to evaluate a problem, design a solution, and plan for implementation.

OE and Campus Involvement:

+ 1 OE Transformation Manager leading Design Team effort
1 Design Team Partner
 from the central or campus unit
+ 10-15 Design Team members from a mix of central and campus units, chosen in coordination with the Design Team Partner

Time Commitment:

The Solution Design service typically begins with a 3-4 month design team phase, followed by a pilot or soft-launch (2-6 months). Full implementation can be achieved within 1-9 months depending on how the solution is rolled out to campus. The Design Team approach relies on continuous stakeholder engagement throughout the process.

+ Weekly Design Team workshops (2 hours) during the solution design phase
+ Weekly meetings between the OE Transformation Manager and Design Team Partner
+ Weekly leadership touchpoint meetings between the Design Team Partner, OE Transformation Manager and leadership from Operational Excellence and the school/unit

Completed Design Teams:
Early Impact - Hiring  Early Impact - Procurement  AY 18-19 - Travel   AY 18-19 - Student Employment  AY 18-19 - Research  AY 19-20 - Data Use & Literacy AY 20-21 - Data Use & Literacy AY 19-20 - Adams School of Dentistry AY 19-20 - Student Registration

Ongoing Design Teams:
AY 22-23 - Course Setup

Transformation and Change Management: Offered to units with an identified project that needs dedicated project and/or change management support.

+ 1 OE Transformation Manager leading Design Team effort
1 Transformation and Change Management Partner
 from the central or campus unit

Facilitation: Design and facilitate a session with an existing team to successfully achieve predetermined objectives.

+ OE Involvement: OE Transformation Manager
Time Commitment:
2-4 hours/week for 2-3 weeks
+ Output: 1-2 structured conversations or workshops led by the OE Transformation Manager tailored to the needs of the school/unit

Completed Facilitation Engagements:
AY 19-20 - Barrier Policies Subgroup

Advisory: Provide advising, coaching, and thought partnership without directly facilitating sessions. Applicable for  any dimension of operational improvement. 

+ OE Involvement: OE Transformation Manager or Senior Vice Provost for Business Operations 
Time Commitment:
Varies by school/unit need
+ Output: To be defined on a per engagement basis. Examples include coaching for critical meetings or workshops, problem solving on operational challenges and other opportunities for guidance and/or feedback

Completed Advisory Engagements:
AY 19-20 - Student Payments Working Group AY 19-20 - Executive Search IDEAs in Action

Ongoing Advisory Engagements:
AY 19-20 - Public/Private Partnerships

Training: The OE Lead Lean Foundations Training aims to create a culture of continuous improvement and has the following learning objectives:

+ Understand the 5 lean Principles
Explore ​
how to apply the lean principles​
Inspire ​a mindset of continuous improvement ​

Please visit Carolina Talent to sign up for our next session.