Education in Action: Turning Lean & Agile Training into Measurable Business Gains

about this project

PBI is not only a hands-on business improvement coaching service but also an SQA-Accredited Training Centre, offering internationally recognised qualifications in Business Transformation and Lean Practitioner. These courses share the same tools, methods, and real-world insights PBI coaches use in live transformation projects, equipping organisations to lead and sustain their own change programmes.


Sitting under the Education category, this offering represents PBI’s commitment to building long-term capability in client teams and empowering leaders and employees with the skills, confidence, and mindset to deliver continuous improvement.


Both courses can be delivered in-person or virtually, tailored to each organisation’s needs, and are taught by PBI coaches with over 20 years of practical transformation experience.

Key Project Summary "At a glance"

Project Scope


Deliver two SQA-accredited courses - Business Transformation (SCQF Level 9) and Lean Practitioner (SCQF Level 7) - to organisations across multiple sectors, enabling them to adopt structured improvement approaches and embed lasting cultural change.

Improvement Strategy


  • Deliver interactive, practice-focused courses that blend theory with real-world application.


  • Provide delegates with tools, frameworks, and techniques they can apply immediately in their own environments.


  • Use coaching-led delivery to ensure each participant leaves with actionable steps for their role and context.



  • Support knowledge retention through optional post-course coaching and embedded project support.


Benefits Delivered


  • Direct operational improvements


  • Cultural change and capability build


  • Leadership empowerment


  • Sustained engagement


  • Qualification-based recognition

People Involved

  • Delegates: Leaders, managers, supervisors, and operational teams from diverse sectors including manufacturing, energy, logistics, engineering, renewables, and services.
  • PBI Coaches: Highly experienced practitioners with over 20 years’ transformation delivery experience.
  • Accreditation Body: Scottish Qualifications Authority (SQA) - responsible for independent quality assurance and qualification awarding.


Focus Area

Education and capability building - with a focus on embedding Lean, Agile, and Business Transformation skills within leadership teams, operational teams, and support functions, ensuring skills are applied directly to business priorities.


Process Taken

  1. Needs Assessment: Engage with the organisation to understand its challenges, maturity, and desired outcomes.
  2. Tailored Delivery: Adjust course delivery and examples to the client’s industry and specific goals.
  3. Interactive Learning: Blend classroom or virtual modules with exercises, simulations, and real-world case studies.
  4. Accredited Assessment: Offer optional SQA exam to achieve SCQF-recognised qualification.
  5. Post-Course Support: Provide follow-up coaching or embedded support to help deliver improvement projects identified during training.


Improvements Made

  • Direct operational improvements: Following Lean Practitioner training with a renewable energy client, a delegate-led project cut procurement cycle times by 33%, improving supplier responsiveness and reducing bottlenecks.
  • Cultural change and capability build: At Lightsource BP, over 100 employees were trained, with 75%+ actively participating in improvement activity weekly. The programme created a shared language and consistent approach to problem-solving across departments.
  • Leadership empowerment: In an FMCG client, training was paired with leadership development, enabling senior teams to set a transformation roadmap and accelerate delivery of priority projects.
  • Sustained engagement: Delegates from multiple clients have reported greater cross-functional collaboration and higher morale through structured problem-solving.
  • Qualification-based recognition: Globally recognised SCQF-accredited qualifications help build career progression opportunities and internal credibility for trained staff.


Find out more about our accredited training programmes: