Professional Portfolio

Selected Work & Initiatives

A curated selection of major projects, programs, and institutional initiatives — each representing a distinct challenge, a deliberate approach, and a measurable outcome.
01
Organizational DevelopmentUC Davis

Division-Wide Reorganization & Change Management

Led a comprehensive reorganization of a major administrative division, applying Prosci change management methodology to align structure, roles, and resources with evolving institutional priorities. Engaged stakeholders at every level to ensure clarity, buy-in, and sustainable adoption.

Key Outcomes

  • Restructured reporting lines and role definitions across multiple departments
  • Developed and delivered change communications plan for 100+ staff
  • Achieved full transition with minimal disruption to operations

Impact

Improved organizational clarity and reduced duplicative effort across the division.

02
Financial AdministrationUC Davis

Budget Redesign & Fiscal Transparency Initiative

Redesigned the annual budget process for a complex multi-unit portfolio, introducing new reporting frameworks, forecasting tools, and accountability structures. The initiative improved visibility into spending patterns and enabled more strategic resource allocation.

Key Outcomes

  • Implemented new budget reporting dashboards used by senior leadership
  • Reduced budget variance through improved forecasting accuracy
  • Trained department managers on fiscal stewardship and reporting standards

Impact

Elevated financial literacy and accountability across the administrative portfolio.

03
Patient ExperienceUC Davis Health

Patient Experience Improvement Program

Designed and led a multi-phase patient experience improvement program at UC Davis Health, integrating service recovery protocols, staff training, and feedback loop systems. Earned CPXP certification in conjunction with this work.

Key Outcomes

  • Developed service recovery framework adopted across clinical units
  • Facilitated patient experience training for frontline and supervisory staff
  • Established feedback mechanisms that surfaced actionable improvement data

Impact

Measurably improved patient satisfaction scores and staff confidence in service recovery.

04
Process ImprovementUC Davis

Administrative Operations Streamlining

Identified and eliminated redundant administrative processes across business operations, applying data analysis and cross-functional collaboration to redesign workflows. The project reduced administrative burden and freed staff capacity for higher-value work.

Key Outcomes

  • Mapped and audited existing workflows to identify inefficiency points
  • Redesigned core processes in partnership with affected teams
  • Documented new standard operating procedures and trained staff

Impact

Reduced time spent on administrative overhead and improved staff satisfaction.

05
Strategic LeadershipUC Davis

Strategic Planning & Institutional Alignment

Facilitated and contributed to multi-year strategic planning processes, ensuring alignment between unit-level goals and institutional priorities. Developed frameworks for tracking progress, communicating strategy, and holding teams accountable to shared outcomes.

Key Outcomes

  • Co-developed strategic plans with measurable goals and timelines
  • Created progress tracking systems used in leadership reviews
  • Aligned departmental priorities with UC Davis institutional strategy

Impact

Strengthened organizational focus and improved execution on strategic priorities.

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Charlotte Barbee

Leading Change. Developing People. Improving the Patient Experience.

© 2026 Charlotte Barbee. All rights reserved.

Professional Portfolio