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Process and Procedure Documentation Overview

This document discusses process and procedure documentation. It explains that documentation is important for governance, minimizing risk, compliance, communication, continuity, education, and process improvement. It should describe process flows, provide narratives and overviews, and outline step-by-step procedures. Documentation should be created by everyone involved in the processes and used by management, customers, employees, and others. It should be created during new processes and updated during changes, and reviewed annually. The key elements of successful documentation are management support, gaining value from the process, and setting realistic expectations.

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meddou
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293 views

Process and Procedure Documentation Overview

This document discusses process and procedure documentation. It explains that documentation is important for governance, minimizing risk, compliance, communication, continuity, education, and process improvement. It should describe process flows, provide narratives and overviews, and outline step-by-step procedures. Documentation should be created by everyone involved in the processes and used by management, customers, employees, and others. It should be created during new processes and updated during changes, and reviewed annually. The key elements of successful documentation are management support, gaining value from the process, and setting realistic expectations.

Uploaded by

meddou
Copyright
© © All Rights Reserved
Available Formats
Download as PPT, PDF, TXT or read online on Scribd
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Process and Procedure

Documentation

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?
Governance/Minimize

Risk

Compliance
Communication
Continuity/Repeatability
Education
Process

Improvement

WHAT?
Document

Objectives

Process Flows

Process flows include activities, decision


points, interrelationships, and systems
and are used to analyze the process in
terms of efficiency, effectiveness, and
compliance.

Narrative
Process
Documentatio
n

Process overview documents assist in the


above analysis as well as communicate
purpose, objectives, steps, and outcomes.

Procedural
Documentatio
n

Step-by-step procedures ensure business


continuity, clarity, and compliance as well
as providing a training tool.

Policy

Defining document for what, why, how, and who

WHO?

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

WHO Uses this


Documentation?
EVERYONE!
Management
Customers
Staff Employees
Legislators
Regulators
Auditors
Partners/Consulta

nts

WHEN?

WHEN?
New Process During implementation, all
or Procedure documentation is created and
tested by all impacted
departments.
Change to
an Existing
Process or
Procedure

During implementation, all


documentation is reviewed,
updated, and tested by all
impacted departments.

Periodic
Review

Annually, review all


documentation to ensure it is
accurate. Use as part of
continuous process improvement
cycle to evaluate need for change

HOW?

Summary
Why
KEY

What Who When How


ELEMENTS OF SUCCESS:

Supported priority of management


Objective is to gain value from the

documentation process
Set realistic expectations

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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