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Process and Procedure Documentation

Process and Procedure Documentation. Getting Started. Agenda. Why document processes and procedures? What is process and procedure documentation? Who creates and uses this information? When should it be written and updated? How are processes and procedures documented?. WHY?. WHY?.

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Process and Procedure Documentation

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  1. Process and Procedure Documentation Getting Started

  2. Agenda • Why document processes and procedures? • What is process and procedure documentation? • Who creates and uses this information? • When should it be written and updated? • How are processes and procedures documented?

  3. WHY?

  4. WHY? • Governance/Minimize Risk • Compliance • Communication • Continuity/Repeatability • Education • Process Improvement

  5. WHAT?

  6. WHO?

  7. WHO Participates in Creating this Documentation? • EVERYONE involved in the process or procedure • Managers • Team Leads • Staff doing the work or impacted by the work • Include ALL departments and divisions impacted • Consultants may assist

  8. WHO Uses this Documentation? • EVERYONE! • Management • Customers • Staff Employees • Legislators • Regulators • Auditors • Partners/Consultants

  9. WHEN?

  10. WHEN?

  11. HOW?

  12. Know your subject matter Highest Level First Keep it SIMPLE! Organized Manual Skill Level Consistency Standardized Format

  13. Summary • Why – What – Who – When – How • KEY ELEMENTS OF SUCCESS: • Supported priority of management • Objective is to gain value from the documentation process • Set realistic expectations

  14. NEXT STEPS? • Create an Action Plan! • Determine staff responsibilities and training needs • Create work teams • Define and prioritize processes • Inventory existing documentation • Involve all appropriate departments • Draft documentation • Review and finalize documentation • Establish annual review process • Establish and monitor measures

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