Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 1010120_20The process view ofbusinessThe topic hierarchyQ...
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 2You will learn about: The process view of a business T...
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 3The Process ViewA business is a set of interacting proce...
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 4Process view or silo view? Silo view is of the departme...
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 5The silo view of business People have positions in the ...
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 6Silo viewSales WarehouseFinanceMarketing
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 7The process view of business The business has a set of ...
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 8Process view Roles fromdifferentareascooperate
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 9Process view analogy The systems of the human body
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 10Process view analogy Circulatory
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 11Process viewanalogy CentralNervous
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 12Process view analogy Digestive
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 13Process viewanalogy Body systems worktogether Underst...
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 14ProcessesMarketing
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 15ProcessesFinancialmanagement
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 16ProcessesSales
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 17ProcessesThe processes work together
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 18Topic hierarchy &Swimming lane chartsDerived fromIBM Li...
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 19The topic hierarchy Policy (Purpose, standards, ethics...
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 20Policy A brief topic: Lists standards of the business...
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 21Process set The processes of a business
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 22Process set The processes of a business
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 23Process Sales
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 24Process Sales
Shakespeare play analogyhttp://www.shakespeare-online.com/plays/macbethscenes.html
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 26Procedure—activitiesEach procedure is a sequence of act...
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 27Procedure—rolesA role performs an activityEach role has...
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 28Procedure—linksThe procedure connects with other proced...
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 29Activity—detailsThe procedure has brief details of each...
Activities1. Interview client and prepare quoteInstallation Sales Consultant:1. Interviews client (see Interview client (n...
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 31Work Instruction or Information topicWork instructions ...
Shakespeare play analogyActivities1. Interview client and prepare quoteInstallation Sales Consultant:1. Interviews client ...
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 33Form and databaseForms for collecting dataSite Quotatio...
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 34Form and databaseDatabases store and organise data(pape...
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 35Topic hierarchyP o lic yP r o c e s sP r o c e d u r eA...
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 36P o lic y x x x x x xM o r e p r o c e s s e s . . .P r...
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 37Topic hierarchy Colour coding charts and topicsP o lic...
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 38Topic hierarchy example Process (Financial management)...
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 39Topic hierarchy example—TKOTKO softwarehttp://tko.qdt.c...
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 40Topic hierarchy—ConfluenceWork instruction WInformation...
Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 41QDT ManagementConsultants Making Management Easier Do...
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  • www.qdt.com.au | The process view of a business and the document hierarchy

    1. 1. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 1010120_20The process view ofbusinessThe topic hierarchyQDT Management ConsultantsMaking Management Easierwww.qdt.com.au
    2. 2. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 2You will learn about: The process view of a business The hierarchy of topics that make up aprocedure manual The concept of swimming lane charts,roles and activities The colour coding for each topic level
    3. 3. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 3The Process ViewA business is a set of interacting processes.It is not a tree.It is not set of chiefdoms.
    4. 4. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 4Process view or silo view? Silo view is of the departments of thebusiness Shows the departments in the businessand what each one does Work of other departments not so visible Process view is like the script of a play,telling the story of the business. Shows the communications Roles from departments work together
    5. 5. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 5The silo view of business People have positions in the company. Positions have job descriptions. There is a hierarchy. Positions reportto positions within departments. There are lists of responsibilities
    6. 6. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 6Silo viewSales WarehouseFinanceMarketing
    7. 7. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 7The process view of business The business has a set of processesor main business areas Each process has proceduresshowing the role interactions Team members play roles (like actorsin a play).
    8. 8. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 8Process view Roles fromdifferentareascooperate
    9. 9. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 9Process view analogy The systems of the human body
    10. 10. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 10Process view analogy Circulatory
    11. 11. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 11Process viewanalogy CentralNervous
    12. 12. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 12Process view analogy Digestive
    13. 13. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 13Process viewanalogy Body systems worktogether Understandingindividual systems ishelpful
    14. 14. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 14ProcessesMarketing
    15. 15. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 15ProcessesFinancialmanagement
    16. 16. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 16ProcessesSales
    17. 17. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 17ProcessesThe processes work together
    18. 18. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 18Topic hierarchy &Swimming lane chartsDerived fromIBM Line of Visibility Enterprise Management (LOVEM) chartsand Information Mapping
    19. 19. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 19The topic hierarchy Policy (Purpose, standards, ethics) Process (Business area) Procedure (Communication and responsibilities) Work Instruction and Information(details for each activity) Form and Database (Data)
    20. 20. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 20Policy A brief topic: Lists standards of the businessExample: ISO 9001, National PrivacyGuidelines Has links or references to detailed:Business rulesCompany culture rulesGuidelines
    21. 21. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 21Process set The processes of a business
    22. 22. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 22Process set The processes of a business
    23. 23. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 23Process Sales
    24. 24. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 24Process Sales
    25. 25. Shakespeare play analogyhttp://www.shakespeare-online.com/plays/macbethscenes.html
    26. 26. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 26Procedure—activitiesEach procedure is a sequence of activities
    27. 27. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 27Procedure—rolesA role performs an activityEach role has aswimming lane
    28. 28. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 28Procedure—linksThe procedure connects with other procedures
    29. 29. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 29Activity—detailsThe procedure has brief details of each activityActivities1. Interview client and prepare quoteInstallation Sales Consultant:1. Interviews client (see Interview client (new installation) )2. (If the client has no plan) conducts a site visit (see Conduct site visit for quote)3. Requests a hazard identification and risk assessment for the project (see Identifyhazard and assess risk)4. Prepares the quote draft (see Design installation )5. Sends quote draft to the Sales Administrator for publishing6. Sends the quote to the Sales Manager for authorisation2. Publish evaluationSales Administrator:1. Publishes and records the quote (see Publish and record quote )2. …
    30. 30. Activities1. Interview client and prepare quoteInstallation Sales Consultant:1. Interviews client (see Interview client (new installation) )2. (If the client has no plan) conducts a site visit (see Conduct site visit for quote)3. Requests a hazard identification and risk assessment for the project (see Identifyhazard and assess risk)4. Prepares the quote draft (see Design installation )5. Sends quote draft to the Sales Administrator for publishing6. Sends the quote to the Sales Manager for authorisation2. Publish evaluationSales Administrator:1. Publishes and records the quote (see Publish and record quote )2. …Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 30Links to Work InstructionsLinks to detailed work instructions if required
    31. 31. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 31Work Instruction or Information topicWork instructions give details if requiredInformation topics give lists and rulesActions1. Establish rapport with the client and find out briefly: What they want to achieve with the job: What climate control What space What equipment What motivates and interests them: Appearance Sound …1. Interviews client (see Interview client (new installation) )
    32. 32. Shakespeare play analogyActivities1. Interview client and prepare quoteInstallation Sales Consultant:1. Interviews client (see Interview client (new installation) )2. (If the client has no plan) conducts a site visit (see Conduct site visit for quote)3. Requests a hazard identification and risk assessment for the project (see Identifyhazard and assess risk)4. Prepares the quote draft (see Design installation )5. Sends quote draft to the Sales Administrator for publishing6. Sends the quote to the Sales Manager for authorisation2. Publish evaluationSales Administrator:1. Publishes and records the quote (see Publish and record quote )2. …
    33. 33. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 33Form and databaseForms for collecting dataSite QuotationChecklist14–16 Smith Street, Bendigo, Victoria 3550PO Box 999, Bendigo Mail Centre, Vic 3554Telephone 03 5441 1234 Fax 03 5444 12350Website www.mycomp.com.au E-mailinfo@mycomp.com.auSite address:ConsultantClient contact nameRelationship to client Client  Architect  Builder  Consultant  Other:Date and time of site visit / / 20 at : am  pm Type of system Fibreglass Batts  Room Aircond  Ducted Heating  Nobo Panels Add On Cool  High Wall/Ceiling Cass  Duct Work Kits  Nobo Cass Ducted Aircond  Evap Cooling Type of building House  Unit  Office  Shop  Factory  Other:
    34. 34. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 34Form and databaseDatabases store and organise data(paper lists, spreadsheets, database files)
    35. 35. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 35Topic hierarchyP o lic yP r o c e s sP r o c e d u r eA c t iv it y A c t iv it yA c t iv it y A c t iv it yW o r k I n s t r u c t io n s & I n f o r m a t io nF o r m s , S p r e a d s h e e t s , D a t a b a s e sSimplifiedview
    36. 36. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 36P o lic y x x x x x xM o r e p r o c e s s e s . . .P r o c e s s x x x x x x xP r o c e d u r eA c t iv it y A c t iv it yA c t iv it y A c t iv it yW o r k I n s t r u c t io n s & I n f o r m a t io nF o r m s , S p r e a d s h e e t s , D a t a b a s e sP r o c e d u r eA c t iv it y A c t iv it yA c t iv it y A c t iv it yW o r k I n s t r u c t io n s & I n f o r m a t io nF o r m s , S p r e a d s h e e t s , D a t a b a s e s. . .P r o c e s s x x x x x x xP r o c e d u r eA c t iv it y A c t iv it yA c t iv it y A c t iv it yW o r k I n s t r u c t io n s & I n f o r m a t io nF o r m s , S p r e a d s h e e t s , D a t a b a s e sP r o c e d u r eA c t iv it y A c t iv it yA c t iv it y A c t iv it yW o r k I n s t r u c t io n s & I n f o r m a t io nF o r m s , S p r e a d s h e e t s , D a t a b a s e s. . .
    37. 37. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 37Topic hierarchy Colour coding charts and topicsP o lic y x x x x x xM o r e p r o c e s s e s . . .P r o c e s s x x x x x x xP r o c e d u r eA c t iv it y A c t iv it yA c t iv it y A c t iv it yW o r k I n s t r u c t io n s & I n f o r m a t io nF o r m s , S p r e a d s h e e t s , D a t a b a s e sP r o c e d u r eA c t iv it y A c t iv it yA c t iv it y A c t iv it yW o r k I n s t r u c t io n s & I n f o r m a t io nF o r m s , S p r e a d s h e e t s , D a t a b a s e s. . .P r o c e s s x x x x x x xP r o c e d u r eA c t iv it y A c t iv it yA c t iv it y A c t iv it yW o r k I n s t r u c t io n s & I n f o r m a t io nF o r m s , S p r e a d s h e e t s , D a t a b a s e sP r o c e d u r eA c t iv it y A c t iv it yA c t iv it y A c t iv it yW o r k I n s t r u c t io n s & I n f o r m a t io nF o r m s , S p r e a d s h e e t s , D a t a b a s e s. . .
    38. 38. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 38Topic hierarchy example Process (Financial management)Procedure (Manage accounts receivable) Work Instruction (Receive credit card payment) Information (Credit card authorisation numbers) Form (Credit card payment receipt) Database (Accounts database—MYOB?)
    39. 39. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 39Topic hierarchy example—TKOTKO softwarehttp://tko.qdt.com.auWork instruction WInformation topic NProcedure PForm FDatabase DProcess C
    40. 40. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 40Topic hierarchy—ConfluenceWork instruction WInformation topic NProcedure PForm FDatabase DConfluence wikihttp://confluence.qdt.com.auProcess C
    41. 41. Jun 26, 2013© QDT Management Consultants — http://www.qdt.com.au 41QDT ManagementConsultants Making Management Easier Documented business systems—the only way to set a business owner free! Visit our website www.qdt.com.au Call us 1 800 605 708

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