For many organizations implementing business process improvement can seem like an enormous task. While it's not the end goal, capturing processes is an essential first step towards process improvement success. You can't find a better way of doing things if you're not sure how they're done. It can be hard to know where to start and why should you bother at all? Ian James is The Process Consultant. Ian works with organizations to document, improve and embed their business processes. He is a firm believer in the importance of documentation as the starting point of getting control of processes. Watch this webinar recording to get best practice recommendations including, How process documentation creates a basis for standardization, training & improvement Why knowing a process is not the same as following a processWhat is involved in process documentation, including: what the rules are & how to plan and maintain process documentation. Watch now *First Name: *Last Name: *Work Email: *Organization: *Country: Existing Promapp Customer? Watch Now

1. Preparing for process
documentation.
Ian James, The Process Consultant
Scott McPhail, Sales Director

2. 2016 – Content Marketing Strategy
Preparing For Process
Documentation
Ian James – The Process Consultant
ianjames@theprocessconsultant.com
+1 412 945 0102

3. Goals For Today

4. Agenda
A definition of process documentation
Why bother?
What is involved?
How to prepare for it
Unhelpful myths
Best practices

5. Process documentation is the
complete description of how to
execute a given business process.

6. Process documentation is the
complete description of how to
execute a given business process.

7. Why Bother?
To standardize
As a basis for training
To protect your organization from hidden processes
As a basis for improvement
To expose and improve handoffs

8. What is involved?
1. Preparation
2. Process discovery
3. Document discovery
4. Publishing it
5. Maintaining the process documentation

9. Preparation

10. Prior Planning and Persuasion
Prevents Pathetic Performance

11. Preparation
Make a case
Secure the resources
Plan your project
Pick your process (carefully)
Plan how to publish
Plan how to maintain

12. Making The Case
Tell Your Three Constituencies:
Why do this
What is involved
What it means to them

13. Secure The Resources
Commitment
Time
Means of publishing

14. Pick your process (carefully)
Walk before you can run
Avoid the tragic process
But have an impact
So, The Goldilocks Process

15. Plan Your Project
It’s a project,
stupid.

16. Plan how to publish
Please, not paper
Web based
Admins, Editors and Owners
Notifications

17. Myths.

18. Myth #1
Process documentation
=
Process Mapping

19. Myth #2
Process documentation will
Solve all your process problems

20. Myth #3
It’s not
process documentation
if it doesn’t have a map

21. Myth #4
We have no process documentation

22. Myth #5
If it is not complicated looking,
it doesn’t count

23. Best Practices
Choose your moment
Use the people involved
Manage Expectations
Know how to publish this before you start
It’s a project, stupid

24. Ian James – The Process Consultant
ianjames@theprocessconsultant.com
+1 412 945 0102

25. Questions?
www.promapp.com