You’ve just been given the task of writing a new procedure that documents an existing business process.  You make sure you understand, and you close with, “I’ll get on this process right away.”

That’s when your boss says, “Process? Did I say ‘process’? I meant processezzz! Plural!”  And before you can blurt out, “What do you mean?”, the boss says you need to develop procedures for all accounting processes, not just the one.  Oh, and he wants them by the end of the month!

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You’ve written a new procedure.  Your procedure review identified completeness, correctness, and subject matter applicability.  You feel you’ve caught your procedure writing errors and the procedure’s ready to go…but go where?  How do you determine if your new procedure is working?

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Not all processes require procedure writing.  There’s a lot of overhead associated with every business procedure you write.  Therefore, the more business procedures you write, the more procedures you have to edit, implement, train, audit, and (more…)

Your process is not living up to expectations, so you’ve decided to implement standard operating procedures (SOP) to improve process consistency, compliance, and effectiveness.  However, that project is stalled: employees are not buying into your proposed changes, and management is growing impatient.

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Business and organizational development is about business process change: not as in “process change - the event”, but “process change - the journey“.  Your business processes change in response to market forces, competition, regulations, customer demand, the economy, culture, personal beliefs, and many other factors.  The question isn’t about what is causing the business process changes — we know your business processes are going to change — the question is…
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The process maps we described in recent weeks are tools for you in your role as data collector and analyst: your role is to craft and communicate a story for change and improvement that people understand, accept, support, and will ultimately act on.  As you move from gathering data about the current process to improving it, you need tools to help communicate your improvement plan and train participants on the new process, (more…)

In our series on process maps which wraps up next week, the maps we have looked at are descriptive. They help us capture and display information about the current state.  Each map depicts the entire process, though from different angles.  For example, swim lane maps stress roles, responsibilities, and hand-off points, whereas document maps list documents and records generated throughout a process. (more…)

Over the last four weeks, we have focused our discussion on process maps. We’ve tried to answer some of the most common questions about process maps by taking a look at seven different types of process maps and how they’re used to describe processes.  A process is a structured set of activities that transforms inputs into outputs, but the way we describe a process may vary dramatically, from a text-based procedure to different forms of process maps. (more…)

In the previous article, we discussed Document Maps, and Activity or Value Stream Maps. Today, we will review Work Flow Diagrams and Rendered Process Maps.

Work Flow Diagram

Work flow diagrams translate abstract UML, or Unified Modeling Language, symbols of squares and diamonds into graphical images, which are used to tell a more complete story than engineering notation communicates.  Engineers are used to thinking conceptually and using symbols, but the workers in the field may need something less abstract and more concrete.  Task-level communications require more clarity and work much better when we get closer to reality. (more…)

Last week, we discussed three types of Process Maps: High-Level, Low-Level and Cross Functional or “Swim Lanes” Maps.  This week we will take a closer look at Document Maps, and Activity or Value Stream Maps. (more…)