Introduction to
Process Management
Presented by Tracy O’Rourke
1
About Our Presenter
• Managing Partner at
GoLeanSixSigma.com
• Co-Author of
The Problem-Solver’s Toolkit
• Co-host of the
Just-In-Time Café Podcast
Tracy O’Rourke
/Tracy-ORourke
@RourkeTracy
2
Where Are You From?
Share your location in the Question area in your
Control Panel!
3
Our Mission and Core Values
Mission: Revolutionize the way people learn process
improvement⏤making it easy for everyone
everywhere to build their problem-solving muscles
4
Cultivating Community
We create an inclusive and
positive space where
people around the world
connect with each other to
learn and grow.
Servant’s Heart
At our core we are here
to be of service to
others as guides and
teachers to encourage
people’s success.
Trailblazing Spirit
We have the courage to
challenge and inspire each
other to create a constant
state of awesomeness.
Learning Objectives
By the end of this webinar you will be able to:
• Define Process Management
• Describe why process management is key to
organizational success
• Explain the nature of a Value Stream
• Describe the key building blocks of
Process Management
5
Today’s Agenda
• What is Process Management?
• Why is Process Management important?
• What is a Value Stream?
• What are the key components of Process
Management?
6
Lack of Process Management
7
Is this the
most important
process to
work on?
There seems to
be multiple
teams working
on the same
thing.
It’s not clear who is
working on what.
Improvement
efforts should be
more organized.
Improvements
are too siloed.
Sometimes we push
work to other
functions rather
than eliminating
work.
What Is Process Management?
Process Management is an approach to better
understand, measure and govern processes
across an organization.
8
Question for You
How many processes does
your organization have?
9
Please enter your response in the Chat tab.
Dept. 1
Manager
Dept. 2
Manager
Dept. 3
Manager
Department 1 Department 2 Department 3
Why Process Management?
Vertical vs. Horizontal view
10
Horizontal Flow
Question for You
What is the risk of improving
processes only within siloes?
11
Please enter your response in the Chat tab
Process Management Deliverables
Process Management helps us understand
fundamental aspects of the business:
• Key Value Streams and Core Processes
• Customers and Stakeholders requirements
• Measures that demonstrate effectiveness
• Targeted process improvements
12
Key Questions
• What are our core processes and what outputs do
they deliver?
• Who are our customers & stakeholders?
• What do the customers & stakeholders care about?
• How do we measure what they care about?
• What are we doing about processes that don’t meet
customer requirements?
13
Poll #1
What Process Management activities are
happening in your organization?
14
A. We are too busy fighting fires
B. We blame people instead of focusing on
process
C. We are trying to become more process-
focused, but could do better
D. We have a clear understanding of our
processes, customers, stakeholders and
measures
Steps for Process Management
15
1. Identify Value Streams and Core Processes
2. Identify process outputs
3. Identify customers and stakeholders
4. Select meaningful metrics
5. Plan improvement efforts
6. Make process, metrics, and improvements visible
1. Identify Value Streams and Core Processes
• Value Stream: A macro-level, end-to-end core
process—from the start of a product or service
to customer delivery.
16
Organizational Vertical View
17
Finance & Business
Operations Division
Director’s
Office
BDCC
Human
Resources
Finance/ABC
Benefits, Payroll &
Retirement
Operations
Payroll
Benefits
Special Projects
Payroll
Functional
Support
Finance
Management
Section
Financial Acctg
Financial
Systems
Projects &
Grants
Accounts
Payable
Accounts
Receivable
Procurement &
Contract
Services
Goods &
Services Team
A
Goods &
Services Team
B
Construction
and A & E
Project Control
Officer
Central
Services
Treasury
Property Tax
Investments
Debt
Cash Mgt
Treasury
Functional
Support
FBOD: Financial Business & Operations Division – King County
Value Stream View
18
Map Core Processes
19
2. Identify Process Outputs
• What product or service does this process produce?
• What are the outputs of this process?
• At what point does this process end?
20
2. Example: Identify Process Outputs
21
3. Identify Customers and Stakeholders
Key Definitions:
• Customers: The recipients of the products or
services resulting from the process
• Stakeholders: Anyone who does not receive
the products or services of the process, but has
a vested interest in how the process performs
• Process Partners: Other functions or divisions
that work with you towards delivering
products or services to customers of the
process
22
Example: Identify Customers & Stakeholders
23
What are the Requirements?
Friendly
Fast
Convenient
Easy to
Use
Accessible
Good Quality
Affordable
Responsive
AccurateFlexible
24
Customer Translation Matrix
25
Convert to Requirements
26
4. Select Meaningful Measures
27
Let’s measure
everything!
4. Example: Select Meaningful Metrics
28
5. Plan Improvement Efforts
• Prioritize & Select Value Streams
• Conduct Value Stream Mapping Sessions
29
Prioritize & Select Value Streams
30
Map the Future State
31
Here are some
potential
improvements!
1. Create Standard
Work for special
orders
2. Streamline packaging
for pickup orders to
improve cycle time
3. Implement Mistake-
Proof techniques for
salad dressing
4. Implement 5S and
create a Work Cell for
sandwich assembly
4. Balance the task
workload, to reduce
bottlenecks
6. Make Process, Metrics and Problems Visible
32
• Visual management principles
4 Principles
Simple
Big
Visible
Changeable
✓
✓
✓
✓
Now I see it!
Make the Process Visible
33
Manage City Clerk Processes
34
Manage Lean Six Sigma Metrics
35
Important metrics for the Lean Six Sigma effort
Actions
planned
for each
quarter
listed
here
Poll #2
Does your organization make processes,
metrics and problems visible?
36
A. Bringing attention to problems is a problem!
B. We do not make any of these visible
C. We make at least one of these visible, but we
could do better
D. We make all of these visible
Question For You
Do you have a good example of
making processes, metrics or
problems visible?
37
Please enter your response in the Chat tab
Recap of Steps for Process Management
38
1. Identify Value Streams and Core Processes
2. Identify process outputs
3. Identify customers and stakeholders
4. Select meaningful metrics
5. Plan improvement efforts
6. Make process, metrics, and improvements visible
Call To Action
• Download the Process Management template
• Determine what your core processes are and what
outputs they deliver
• Identify your customers & stakeholders
• Determine what customers & stakeholders care
about
39
Today We Covered
40
• What is Process Management?
• Why Process Management is important
• What is a Value Stream?
• What are the key components of Process
Management?
Questions?
41
Green Belt With Project Completion
Coupon Code: 20PROCESS
20% discount on all courses!
*Expires November 17, 2019
42
Go-Getter Membership
43
• Access to all Single Modules ($443 value)
• Access to Go-Getter Exclusive Webinars
• Support Tools ($226 value)
• 20% discount on ALL
of your purchases!
• Current course access
extended (additional year)
$199 for 1 year access
Upcoming Webinar: Nov. 20, 11am PST
Register today at GoLeanSixSigma.com/webinars
We’ll select upcoming webinars based on your feedback, so please share
your feedback on the survey at the end of close of this webinar.
44
Questions?
46
Thank You for Joining Us!
More questions? Ask us at
contact@goleansixsigma.com
Click here to download free tools,
templates, infographics and more!
@GoLeanSixSigma/company/GoLeanSixSigma-com /GoLeanSixSigma 47

WEBINAR: Introduction to Process Management

  • 1.
  • 2.
    About Our Presenter •Managing Partner at GoLeanSixSigma.com • Co-Author of The Problem-Solver’s Toolkit • Co-host of the Just-In-Time Café Podcast Tracy O’Rourke /Tracy-ORourke @RourkeTracy 2
  • 3.
    Where Are YouFrom? Share your location in the Question area in your Control Panel! 3
  • 4.
    Our Mission andCore Values Mission: Revolutionize the way people learn process improvement⏤making it easy for everyone everywhere to build their problem-solving muscles 4 Cultivating Community We create an inclusive and positive space where people around the world connect with each other to learn and grow. Servant’s Heart At our core we are here to be of service to others as guides and teachers to encourage people’s success. Trailblazing Spirit We have the courage to challenge and inspire each other to create a constant state of awesomeness.
  • 5.
    Learning Objectives By theend of this webinar you will be able to: • Define Process Management • Describe why process management is key to organizational success • Explain the nature of a Value Stream • Describe the key building blocks of Process Management 5
  • 6.
    Today’s Agenda • Whatis Process Management? • Why is Process Management important? • What is a Value Stream? • What are the key components of Process Management? 6
  • 7.
    Lack of ProcessManagement 7 Is this the most important process to work on? There seems to be multiple teams working on the same thing. It’s not clear who is working on what. Improvement efforts should be more organized. Improvements are too siloed. Sometimes we push work to other functions rather than eliminating work.
  • 8.
    What Is ProcessManagement? Process Management is an approach to better understand, measure and govern processes across an organization. 8
  • 9.
    Question for You Howmany processes does your organization have? 9 Please enter your response in the Chat tab.
  • 10.
    Dept. 1 Manager Dept. 2 Manager Dept.3 Manager Department 1 Department 2 Department 3 Why Process Management? Vertical vs. Horizontal view 10 Horizontal Flow
  • 11.
    Question for You Whatis the risk of improving processes only within siloes? 11 Please enter your response in the Chat tab
  • 12.
    Process Management Deliverables ProcessManagement helps us understand fundamental aspects of the business: • Key Value Streams and Core Processes • Customers and Stakeholders requirements • Measures that demonstrate effectiveness • Targeted process improvements 12
  • 13.
    Key Questions • Whatare our core processes and what outputs do they deliver? • Who are our customers & stakeholders? • What do the customers & stakeholders care about? • How do we measure what they care about? • What are we doing about processes that don’t meet customer requirements? 13
  • 14.
    Poll #1 What ProcessManagement activities are happening in your organization? 14 A. We are too busy fighting fires B. We blame people instead of focusing on process C. We are trying to become more process- focused, but could do better D. We have a clear understanding of our processes, customers, stakeholders and measures
  • 15.
    Steps for ProcessManagement 15 1. Identify Value Streams and Core Processes 2. Identify process outputs 3. Identify customers and stakeholders 4. Select meaningful metrics 5. Plan improvement efforts 6. Make process, metrics, and improvements visible
  • 16.
    1. Identify ValueStreams and Core Processes • Value Stream: A macro-level, end-to-end core process—from the start of a product or service to customer delivery. 16
  • 17.
    Organizational Vertical View 17 Finance& Business Operations Division Director’s Office BDCC Human Resources Finance/ABC Benefits, Payroll & Retirement Operations Payroll Benefits Special Projects Payroll Functional Support Finance Management Section Financial Acctg Financial Systems Projects & Grants Accounts Payable Accounts Receivable Procurement & Contract Services Goods & Services Team A Goods & Services Team B Construction and A & E Project Control Officer Central Services Treasury Property Tax Investments Debt Cash Mgt Treasury Functional Support FBOD: Financial Business & Operations Division – King County
  • 18.
  • 19.
  • 20.
    2. Identify ProcessOutputs • What product or service does this process produce? • What are the outputs of this process? • At what point does this process end? 20
  • 21.
    2. Example: IdentifyProcess Outputs 21
  • 22.
    3. Identify Customersand Stakeholders Key Definitions: • Customers: The recipients of the products or services resulting from the process • Stakeholders: Anyone who does not receive the products or services of the process, but has a vested interest in how the process performs • Process Partners: Other functions or divisions that work with you towards delivering products or services to customers of the process 22
  • 23.
    Example: Identify Customers& Stakeholders 23
  • 24.
    What are theRequirements? Friendly Fast Convenient Easy to Use Accessible Good Quality Affordable Responsive AccurateFlexible 24
  • 25.
  • 26.
  • 27.
    4. Select MeaningfulMeasures 27 Let’s measure everything!
  • 28.
    4. Example: SelectMeaningful Metrics 28
  • 29.
    5. Plan ImprovementEfforts • Prioritize & Select Value Streams • Conduct Value Stream Mapping Sessions 29
  • 30.
    Prioritize & SelectValue Streams 30
  • 31.
    Map the FutureState 31 Here are some potential improvements! 1. Create Standard Work for special orders 2. Streamline packaging for pickup orders to improve cycle time 3. Implement Mistake- Proof techniques for salad dressing 4. Implement 5S and create a Work Cell for sandwich assembly 4. Balance the task workload, to reduce bottlenecks
  • 32.
    6. Make Process,Metrics and Problems Visible 32 • Visual management principles 4 Principles Simple Big Visible Changeable ✓ ✓ ✓ ✓ Now I see it!
  • 33.
    Make the ProcessVisible 33
  • 34.
    Manage City ClerkProcesses 34
  • 35.
    Manage Lean SixSigma Metrics 35 Important metrics for the Lean Six Sigma effort Actions planned for each quarter listed here
  • 36.
    Poll #2 Does yourorganization make processes, metrics and problems visible? 36 A. Bringing attention to problems is a problem! B. We do not make any of these visible C. We make at least one of these visible, but we could do better D. We make all of these visible
  • 37.
    Question For You Doyou have a good example of making processes, metrics or problems visible? 37 Please enter your response in the Chat tab
  • 38.
    Recap of Stepsfor Process Management 38 1. Identify Value Streams and Core Processes 2. Identify process outputs 3. Identify customers and stakeholders 4. Select meaningful metrics 5. Plan improvement efforts 6. Make process, metrics, and improvements visible
  • 39.
    Call To Action •Download the Process Management template • Determine what your core processes are and what outputs they deliver • Identify your customers & stakeholders • Determine what customers & stakeholders care about 39
  • 40.
    Today We Covered 40 •What is Process Management? • Why Process Management is important • What is a Value Stream? • What are the key components of Process Management?
  • 41.
  • 42.
    Green Belt WithProject Completion Coupon Code: 20PROCESS 20% discount on all courses! *Expires November 17, 2019 42
  • 43.
    Go-Getter Membership 43 • Accessto all Single Modules ($443 value) • Access to Go-Getter Exclusive Webinars • Support Tools ($226 value) • 20% discount on ALL of your purchases! • Current course access extended (additional year) $199 for 1 year access
  • 44.
    Upcoming Webinar: Nov.20, 11am PST Register today at GoLeanSixSigma.com/webinars We’ll select upcoming webinars based on your feedback, so please share your feedback on the survey at the end of close of this webinar. 44
  • 45.
  • 46.
    Thank You forJoining Us! More questions? Ask us at contact@goleansixsigma.com Click here to download free tools, templates, infographics and more! @GoLeanSixSigma/company/GoLeanSixSigma-com /GoLeanSixSigma 47