The document outlines a process improvement workshop focusing on current process documentation and identifying pain points, with guidelines for attendee participation, facilitation, and note-taking. It emphasizes scoring pain points based on resolution criteria and documenting issues for follow-up. The aim is to prioritize improvements using a structured approach and collaborative input from attendees.

1. Process Improvement: How to guide
As Is Analysis
Plan the Workshop
• Objective: document current process and identify issues/’pain points’
• Attendees: those with the level of detailed knowledge required and
who will contribute, keep to a manageable number
• Facilitator: the person who will manage the workshop and keep it on
track
• Scribe: person responsible for taking notes with sufficient
understanding of the process
Hold the Workshop
• Focus: on documenting the process and drawing out the issues. Don’t
look for resolutions and grading immediately
• Keep on track: keep it moving at a good pace
• Participation from everyone
• Follow Up
• Issue Notes asap and invite comments/corrections
• Schedule follow up if process and pain points not fully documented
• Documenting and scoring Pain
Points
Complete the table in slide 3
• Reference each pain point to the business process reference in slide 2
• Description of the issue and the proposed resolution
• Scoring:
• Use the key in slide to score each proposed resolution using the four
criteria giving them a score of between 1 - 5
• Try to get a consensus on the scoring across the group
• Each item then has a total score
• Sort the list by highest score first to prioritise
1

2. [Business Process] As Is Analysis
2
The Process delivers the outputsInputs trigger the process to start Outputs created by the process
People Run the processes
execute the processes
Business Rules & Processing Requirements (mandatory – accounting, regulatory, legal, or company specific)
Ref What From Frequency
Inp001 Daily
Inp002 Weekly
Inp003 Monthly
Inp004
Ref Rule/requirement Set By Owned by
Rul001
Rul002
Rul003
Rul004
Ref What Who System/application
Pro001
Pro002
Pro003
Pro004
Pro005
Pro006
Pro007
Pro008
Pro009
Internal/external Team description and purpose Headcount
Ref What Customer Critical #
Out001
Out002
Out003
Out004
2

3. [Business Process] Pain point summary
Ref Process
Ref
Description Resolution Cost Ease Impact Risk Total
PP001 Inp002 3 4 4 4 15
Impact analysis
Cost 5 = least expensive
Ease of implementation 5 = simplest to implement
Impact 5 = biggest impact
Risk 5 = least risky
3